长城汽车公告，2025年11月销量13.32万台，同比增4.57%；产量13.42万台，同比持平；哈弗销量75383 台，同比降3.83%；WEY销量12763台，同比增81.14%；长城皮卡销量16011台，同比增1.00%；欧拉销 量4821台，同比降16.97%；坦克销量24135台，同比增19.55%；11月海外销售57309台，新能源车销售 40113台。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | | RMB | | | | 本月底結存 | ...

| 代码 | 名称 | 主力净流入 (元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 2.70 Z ﺘ | 7.59% | -5914.53万 | -1.67% | -2.10亿 | -5.93% | | 600104 | 上汽集团 | 2.16 Z | 7.81% | 2757.03万 | 1.00% | -2.44亿 | -8.80% | | 002594 | 比亚迪 | 3357.60万 | 1.50% | -6790.92万 | -3.04% | 3433.32万 | 1.53% | | 601633 长城汽车 | | 93.99万 | 0.29% | -2142.95万 | -6.55% | 2048.96万 | 6.26% | | 000625 长安汽车 | | -1560.11万 | -3.58% | -1107.30万 | -2.54% | 2667.41万 | 6.13% | | 000572 海马汽车 ...

致：香港交易及結算所有限公司 公司名稱: 長城汽車股份有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02333 | | 說明 | 無 | | | | | | | | 多櫃檯證券代號 | 82333 | RMB | 說明 | 無 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | | 增加 / 減少 (-) | | | | 0 | | | | RMB | | | | 本月底結存 | | | | 2,318,776,000 | RMB | | | 1 RMB | | 2,318,776,000 | 股份發行人及根 ...

"十五五"规划建议明确提出，强大国内市场是中国式现代化的战略依托。作为大宗消费的核心组成部分，乘用车市场的产业价值与消费拉动作用正被赋予更 重要的意义。 扩大内需的核心在于激活终端消费活力，新能源汽车市场的崛起恰是技术进步与产业升级的共同作用。 当前，新一轮科技革命和产业变革深入发展，"新质生产力" 并不是抽象的发展理念，而是落地为消费者可感知的产品与体验。2025年10月，长城汽车《混 动四驱智能越野系列乘用车关键技术与应用》项目获得中国汽车工程学会科学技术奖"科技进步奖特等奖"，正是"十五五"规划建议中"加快高水平科技自立 自强，引领发展新质生产力"的重要体现。 作为我国首个经国家科学技术奖励工作办公室批准登记的行业科学技术奖，也是目前汽车行业具有权威性和影响力的科技奖项，长城汽车能从奖项中脱颖而 出，既印证了其在混动四驱与智能越野技术融合上的硬实力，更折射出中国自主汽车产业以"新质生产力" 实现发展的全新姿态。 《人民日报》刊发的汽车行业深度文章，聚焦中国汽车工业这一重要突破。长城汽车自主研发的Hi4技术被定调为"全球越野车型电动化转型的中国方案"。 业内专家表示，Hi4技术的突破性既体现在填补技术空白 ...

截至2025年12月1日 14:39，中证智能汽车主题指数(930721)强势上涨2.20%，成分股广和通(300638)上涨20.01%，北京君正(300223)上涨17.04%，美格智能 (002881)上涨10.00%，移远通信(603236)，沪光股份(605333)等个股跟涨。智能汽车ETF基金(159795)上涨2.14%， 冲击3连涨。最新价报1.05元。拉长时间 看，截至2025年11月28日，智能汽车ETF基金近1周累计上涨3.63%。（以上所列股票仅为指数成份股，无特定推荐之意） 流动性方面，智能汽车ETF基金盘中换手2.45%，成交92.69万元。拉长时间看，截至11月28日，智能汽车ETF基金近1周日均成交240.28万元。 消息面上，12月1日，零跑汽车称，11月，零跑全系交付再创新高达70327台，同比增长超75%，持续刷新月销纪录，并已连续九个月保持增长态势。零跑汽 车10周年发布会将于12月28日举行。 小米集团于11月22日宣布正式发布并全面开源其具身大模型MiMo-Embodied，该模型为业界首个成功打通自动驾驶与具身智能的跨域具身基座模型，实现了 两大领域任务的统一建模 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7]. Core Insights - Current demand is weak, but annual cumulative sales remain within a reasonable range, with retail sales of passenger vehicles in China from November 1-23 at 1.384 million units, a year-on-year decrease of 11% [2][21]. - The report highlights the acceleration of domestic brands in the automotive market, with significant developments in AI and solid-state battery technologies [5][4]. - The automotive industry is witnessing a shift towards self-owned brands revitalizing joint venture capacities, as seen with Changan taking over Beijing Hyundai's Chongqing plant [3][35]. Summary by Sections Weekly Market Review - The automotive sector rose by 3.24% this week, outperforming the CSI 300 index by 1.60 percentage points [13]. - The automotive parts sector saw the highest increase at 4.03%, with notable individual stock performances from GAC Group and BYD [16][17]. Data Tracking - Retail and wholesale sales of passenger vehicles showed a cumulative increase of 6% and 11% year-on-year, respectively, for the year to date [21]. - New energy vehicle retail sales from November 1-23 reached 849,000 units, a 3% increase year-on-year, with cumulative sales for the year up 20% [21]. Industry News - Xiaomi launched its MiMo-Embodied model, marking a significant advancement in integrating autonomous driving with embodied intelligence [29][30]. - GAC Group established the first large-capacity solid-state battery production line in China, capable of producing batteries with over 60 Ah capacity [33]. - Long-term plans for Changan include utilizing the newly acquired Hyundai plant to support its production goals [35]. - NIO reported a record third-quarter revenue of 21.79 billion yuan, with a significant increase in vehicle deliveries [38][39].

财经频道更多独家策划、专家专栏，免费查阅>> 国家知识产权局信息显示，长城汽车股份有限公司取得一项名为"车辆制动的控制方法、车辆及计算机 可读存储介质"的专利，授权公告号CN116552469B，申请日期为2023年6月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 天眼查资料显示，长城汽车股份有限公司，成立于2001年，位于保定市，是一家以从事汽车制造业为主 的企业。企业注册资本855894.5933万人民币。通过天眼查大数据分析，长城汽车股份有限公司共对外 投资了75家企业，参与招投标项目2797次，财产线索方面有商标信息5000条，专利信息5000条，此外企 业还拥有行政许可640个。 ...

Core Insights - Yuanrong Qixing and Haomo Zhixing, both established in 2019, are experiencing vastly different trajectories as of winter 2025, with Yuanrong Qixing showing significant growth and Haomo Zhixing facing operational stagnation [1][2]. Company Performance - Yuanrong Qixing has delivered over 200,000 vehicles equipped with its urban NOA system, achieving a market share of nearly 40% among third-party suppliers in a single month [1]. - The CEO of Yuanrong Qixing, Zhou Guang, indicated plans to accelerate production and expand into Robotaxi and overseas markets [1]. - In contrast, Haomo Zhixing announced a company-wide shutdown starting November 24, 2024, with no set date for resumption, and has faced significant layoffs and executive departures since 2024 [1][2]. Investment Landscape - Yuanrong Qixing has maintained a steady financing pace, completing six rounds of funding with a total exceeding $500 million, including a recent $100 million Series C round led by Great Wall Motors [4][5]. - The investment structure of Yuanrong Qixing evolved significantly after its Series A and B rounds, with major players like Alibaba and Dongfeng Motor Group entering as strategic investors, indicating strong industry recognition of its technology [6][7]. - Haomo Zhixing has completed seven funding rounds, but its investor landscape has shifted, with a decline in participation from prominent investors like Hillhouse Capital and Meituan, signaling a loss of confidence in its growth potential [11][12][13]. Strategic Relationships - The relationship between Yuanrong Qixing and Great Wall Motors has evolved from a client-supplier dynamic to a deeper strategic partnership, enhancing both companies' operational synergies [7]. - Haomo Zhixing, originally incubated by Great Wall Motors, has struggled to establish independent market competitiveness, leading to a significant decline in investor interest [13][15]. Future Outlook - Yuanrong Qixing's increased delivery volumes in 2025 are seen as a strong foundation for potential public listing preparations, with recent investor exits interpreted as a positive signal for its market ambitions [10]. - Haomo Zhixing's future remains uncertain, with ongoing discussions about share buybacks at previous high valuations, but disagreements on pricing reflect the company's current operational challenges [15].

本周 CS 汽车+3.3%。本周（11 月 23 日至 11 月 29 日，下同）上证 A 指涨 跌幅为+1.4%，深证 A 指涨跌幅为+3.5%，创业板涨跌幅为+4.5%。本周各行 业板块多数上涨，涨幅较大的行业板块为 CS 通信（+8.7%）、CS 电子（+6.2%） 和 CS 轻工制造（-4.4%），下跌的行业板块为 CS 石油石化（-0.6%）、CS 煤炭（-0.5%）和 CS 交通运输（-0.5%）。 汽车产业链各板块行情：本周，汽车行业二级板块全面上涨，其中汽车服务 和汽车零部件板块涨幅居前，周涨幅分别为+3.9%和+3.7%，乘用车和商用车 板块周度涨幅较小，周涨幅分别为+2.6%和+2.0%。汽车行业三级板块全面上 涨，其中汽车经销商和汽车电子电气系统板块涨幅较大，周涨幅分别为+6.0% 和+4.8%，轮胎轮毂和商用载货车周度涨幅较小，周涨幅分别为+1.6%和 +1.5%。 ❑ 个股行情回顾 汽车行业周报 长安拟成立机器人子公司，零跑官宣 100 万台销量目标 中游制造/汽车 11 月 24 日至 11 月 30 日，汽车行业整体上涨 3.3%。本周，长安汽车拟以自有 资金出资 2.25 亿元 ...