问：近日，许多国家对中国稀土出口管制措施表达关注，请问中方将采取哪些措施回应各方关切？ 国内新闻 工信部部长李乐成在哈工大讲授思政课 6月8日，据工信微报，工业和信息化部党组书记、部长李乐成7日到哈尔滨工业大学讲授思政课。李乐成强调，推进新型工 业化离不开教育科技人才的基础性、战略性支撑。部属高校要始终牢记习近平总书记殷切嘱托，加快建设中国特色、世界一流 大学。要完善人才评价体系，夯实国防科技人才培养主力军、工程科技人才培养重要阵地。要坚持服务高水平科技自立自强， 坚持"四个面向"，在突破关键核心技术、前沿技术上抓紧攻关，在加强基础研究、提高原始创新能力上持续用力，积极构建产 学研用高效协同的创新联合体，提高科技成果转化效能。要统筹推进教育科技人才一体化发展，协同加强产业发展与人才培 育，推动学科专业优化调整，科学谋划好"十五五"发展，提升教育对高质量发展的支撑力、贡献力。 商务部新闻发言人就中重稀土出口管制措施答记者问 答：稀土相关物项具有军民两用属性，对其实施出口管制符合国际通行做法。中国依法对稀土相关物项实施出口管制，目 的是更好维护国家安全和利益，履行防扩散等国际义务，体现了坚持维护世界和平与地区稳定 ...

Group 1: Electric Vehicle Trade Negotiations - The price commitment negotiations between China and the EU regarding electric vehicles are in the final stages, requiring further efforts from both sides [1] - Discussions between Chinese Minister Wang Wentao and EU Commissioner Šefčovič focused on finding a mutually acceptable solution to trade differences [1] Group 2: Price Wars in the Automotive Industry - The article highlights that there are no winners in vicious price wars, which can lead to a harmful cycle for industry development and consumer rights [2] - The China Automobile Association has issued a call to oppose price wars among car manufacturers to maintain fair competition [2] Group 3: New Energy Vehicle Promotions - In May 2025, the promotion rate for new energy vehicles decreased to 11%, showing a 1.6 percentage point increase from the previous month [3] - The number of models with price reductions has significantly decreased from earlier months, indicating a market recovery [3] Group 4: Used Car Market Performance - In the first four months of 2025, the cumulative transaction volume of used cars in China reached 6.31 million units, a year-on-year increase of 0.5% [4] - The transaction amount for used cars during this period was 413.4 billion yuan, reflecting a 2.7% decline year-on-year [4] Group 5: Auto Show Highlights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show concluded with a total transaction amount of approximately 10.07 billion yuan from 42,823 vehicles sold [5] - The event featured 112 vehicle brands and showcased 1,039 models, attracting around 890,000 visitors [5] Group 6: Production Capacity Decisions - Geely Holdings' Chairman Li Shufu announced that the company will not build new automobile production plants due to serious overcapacity in the industry [6] - Geely aims to utilize existing global overcapacity and engage in resource restructuring and cooperation [6] Group 7: North American Automotive Supply Chain Concerns - The Mexican automotive parts industry expressed concerns over the U.S. increasing import tariffs on steel and aluminum to 50%, which could threaten the North American automotive supply chain [7] - The new tariffs are expected to raise costs for Mexican automotive parts manufacturers, impacting delivery cycles and overall industry operations [7][8]

证券代码：601965 证券简称：中国汽研 公告编号：临 2025-029 中国汽车工程研究院股份有限公司 关于董事离任的公告 根据《公司法》及《公司章程》的有关规定，李轶涛同志的离任 不会对董事会正常运作及公司经营情况产生不利影响，不会导致公司 董事会人数低于法定最低人数，其辞职申请自送达公司董事会之日起 生效。公司将按照有关规定尽快完成董事补选工作。 李轶涛同志在任职期间勤勉尽责，恪尽职守，公司董事会谨对李 轶涛同志在任职期间对公司治理和经营发展所作出的贡献表示衷心 的感谢。 特此公告。 中国汽车工程研究院股份有限公司董事会 2025 年 5 月 27 日 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、董事离任的基本情况 中国汽车工程研究院股份有限公司（以下简称"公司"）董事会 于 2025 年 5 月 26 日收到董事李轶涛同志的书面辞职报告。李轶涛同 志因工作变动，申请辞去公司董事及战略委员会委员职务，并不再担 任公司其他任何职务。 | 姓名 | 离任职务 | 离任时间 | | 原定任期 | | | 是否继续在上 ...

Core Viewpoints - The automotive sector is expected to continue its upward trend, driven by three main themes: AI robotics, AI intelligence, and favorable market conditions [4][8] - The market showed strong performance in the automotive sector, with passenger vehicles and components leading the gains, influenced by better-than-expected adjustments in US-China tariffs and previous significant corrections in the automotive market [4][8] Weekly Review Summary - In the second week of May, the number of compulsory insurance policies reached 443,000 vehicles, reflecting a week-on-week increase of 6.5% and a month-on-month increase of 29.8% [2][7] - The SW automotive index rose by 2.4%, with the best-performing segments being SW passenger vehicles (+4.4%) and SW automotive components (+2.2%), while commercial vehicles and motorcycles showed declines [2][7] Key Industry Changes - Weipai New Energy launched the 2025 model of the Gaoshan vehicle, equipped with the Coffee Pilot Ultra intelligent driving assistance system [3][7] - BYD was added to the Hang Seng Technology Index [3][7] - Geely Automobile reported Q1 2025 revenue of 72.5 billion yuan, a year-on-year increase of 24.5%, and a net profit of 5.67 billion yuan, up 263.4% year-on-year [3][7] - The acquisition of 100% equity in Wuhu Changpeng was completed, and the company was renamed Wuhu Top [3][7] - Baolong Technology's second phase of the 4.8MW distributed photovoltaic project in Ningguo was completed and accepted [3][7] Sector Configuration Recommendations - The company maintains a positive outlook for 2025, focusing on three main themes: AI robotics, AI intelligence, and favorable market conditions, with the robotics theme expected to have the highest elasticity in May [5][8] - Recommended stocks for the AI robotics theme include Top Group, Junsheng Electronics, and Precision Forging Technology [5][8] - For the AI intelligence theme, preferred stocks include Xpeng Motors, Li Auto, and Xiaomi in Hong Kong, and Seres, SAIC Motor, and BYD in A-shares [5][8] - The favorable market conditions theme includes recommendations for bus manufacturers like Yutong Bus and heavy-duty trucks like China National Heavy Duty Truck and Weichai Power [5][8] Market Performance Tracking - The automotive sector ranked third in A-shares and first in Hong Kong this week, with strong performances in passenger vehicles and components [12][21] - The automotive sector's performance in the SW index showed significant gains, with passenger vehicles leading the way [15][21] Sales Data Overview - In April, the total number of passenger vehicles insured was 443,000, with a year-on-year increase of 29.8% [44] - New energy vehicles accounted for 222,000 units, with a penetration rate of 50.2% [44]

Meeting Overview - The annual general meeting of China Automotive Engineering Research Institute Co., Ltd. was held on May 16, 2025, in Chongqing [2] - The meeting was chaired by Chairman Zhou Yulin, and the voting method combined on-site and online voting [2] Attendance - All 9 serving directors and 5 serving supervisors attended the meeting [3] - The General Manager and Board Secretary Liu Anmin was present, along with the company's Chief Legal Counsel [3] Resolutions Passed - All proposed resolutions were approved, including: - The 2024 Board of Directors Report [4] - The 2024 Supervisory Board Work Report [4] - The 2024 Annual Report and its summary [5] - The 2024 Financial Settlement and 2025 Budget Report [5] - The 2024 Profit Distribution Plan [5] - The "China Automotive Engineering Research Institute Future Three-Year Shareholder Return Plan (2025-2027)" [5] - Authorization for the Board to decide on the 2025 interim profit distribution [5] - Estimated daily related transactions for 2025 [5] - Providing guarantees for subsidiaries [5] Voting and Legal Compliance - The voting process complied with the Company Law and the Articles of Association, with all resolutions being legally valid [10] - The controlling shareholder, China Certification & Inspection Group Co., Ltd., abstained from voting on the related party transaction resolution [6] Additional Information - The meeting also included a report from the independent directors for the 2024 annual performance [9]

北京市嘉源律师事务所 关于中国汽车工程研究院股份有限公司 2024年年度股东大会的 法律意见书 号所 西城区复兴门内大街158号远洋大厦4楼 中国 ·北京 源管师事务所 UAN LAW OFFICES 北京 BEIJING·上海 SHANGHAI·深圳 SHENZHEN·香港 HONG KONG·广州 GUANGZHOU·西安 XI'AN 致:中国汽车工程研究院股份有限公司 北京市嘉源律师事务所 关于中国汽车工程研究院股份有限公司 2024年年度股东大会的法律意见书 嘉源(2025)-04-319 北京市嘉源律师事务所(以下简称"本所")接受中国汽车工程研究院股份有 限公司(以下简称"公司")的委托,根据《中华人民共和国公司法》(以下简称 "《公司法》") 《上市公司股东会规则》 (以下简称"《股东会规则》") 等现行 有效的法律、行政法规、部门规章、规范性文件(以下简称"法律法规")以及《中 国汽车工程研究院股份有限公司章程》(以下简称"《公司章程》")的有关规定, 指派本所律师对公司2024年年度股东大会 (以下简称"本次股东大会")进行见证, 并依法出具本法律意见书。 为出具本法律意见书,本所指派律师现 ...

证券代码：601965 证券简称：中国汽研 公告编号：临2025-028 中国汽车工程研究院股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 本次会议是否有否决议案：无 一、 会议召开和出席情况 (一)股东大会召开的时间：2025 年 5 月 16 日 (二)股东大会召开的地点：重庆市北部新区金渝大道 9 号中国汽研 405 会议室 (三)出席会议的普通股股东和恢复表决权的优先股股东及其持有股份情况： | 1、出席会议的股东和代理人人数 | 251 | | --- | --- | | 2、出席会议的股东所持有表决权的股份总数（股） | 646,282,116 | | 3、出席会议的股东所持有表决权股份数占公司有表决权股 | | | 份总数的比例（%） | 64.4165 | (四)表决方式是否符合《公司法》及《公司章程》的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长周玉林先生主持。会议采用现场投 票和网络投票相结合的表决方式。会议的召集和召开程序、出席 ...

Group 1 - The State Intellectual Property Office has granted a patent for an "automobile underbody protection assembly" to China Automotive Engineering Research Institute Co., Ltd. and China Automotive Testing (Chongqing) Co., Ltd. The patent number is CN222845263U, with an application date of August 2024 [1] - The patent addresses issues related to battery overheating by improving the design of the underbody protection assembly, which includes features such as air intake and exhaust ports, a cooling air outlet, and a sloped guide plate [1] - China Automotive Testing (Chongqing) Co., Ltd. was established in 2020, has a registered capital of 20 million RMB, and has participated in 187 bidding projects with 101 patent records [1] Group 2 - China Automotive Engineering Research Institute Co., Ltd. was founded in 2001, has a registered capital of approximately 1,004.18 million RMB, and has invested in 34 companies while participating in 5,000 bidding projects [2] - The company holds 1,780 patent records and has 377 trademark records, along with 97 administrative licenses [2]

作为空气动力学效率的量化指标，汽车风阻系数是衡量车辆行驶时空气阻力大小的关键参数，直接影响着车辆燃油经济性、续航能力、高速稳定性和噪音水平。阻力数值越低，空气阻力越小。而 此前蔚来整车工程性能集成部空气动力学经理姜波表示，对于纯电汽车而言，降低汽车风阻可显著提升续航里程。根据研究测算，汽车风阻下降10%，NEDC综合工况节油率可达1.5%，而单车成 随着车市竞争越来越激烈，车企不仅卷价格，也开始卷各种技术参数。在技术可控性越来越强的今天，风阻系数就变成了新能源车企竞争中少有的"有感数据"：不仅能影响用户认知，还能落到实 "为降低风阻、降低能耗，提升用车良好体验，阿维塔12创新使用了电子外后视镜、空悬、碟翼式前脸、隐藏式雷达、外置式主动进气格栅等配置。"阿维塔科技副总裁雍军还介绍了阿维塔12在 针对同款车型在不同风洞实测风阻系数不同的情况，雍军认为主要有三点原因，一是车辆配置或功能状态差异，二是测试方法不统一，三是某些零部件是否完整。"迄今为止我国汽车行业在风洞 "敢于公开直播，这本身就是勇气和实力的体现。"重庆理工大学车辆工程学院院长赖晨光表示，从更长远的角度来说，优化风阻系数应当成为车企自主研发的前进方向， ...

Group 1 - The East China headquarters project of China Automotive Research is in the final acceptance stage, with a 90% equipment procurement rate and 50% of the equipment already delivered for installation and debugging, expected to be fully completed and put into trial operation by the end of 2025 [2] - The project includes four major R&D centers focused on new energy vehicle testing, intelligent connected vehicle testing, electronic communication and software testing, and specialized parts and materials testing, enhancing the company's capabilities in intelligent, connected, electric, and low-carbon services [2] - The project aims to provide localized one-stop services for enterprises in East China, including standard formulation, common technology research, and third-party testing R&D services, becoming a public service platform for the development of the intelligent connected new energy vehicle industry in the region [2] Group 2 - The Southern (Shaoguan) Intelligent Connected New Energy Vehicle Testing Center, co-invested by China Automotive Research and China Quality Certification Center, is currently under construction, with an overall completion rate of 80%, expected to be completed and put into trial operation by the end of 2025 [2] - The Hydrogen Energy Quality Inspection and Testing Center has officially commenced operations in January 2024, running smoothly, and includes multiple laboratories for hydrogen vehicles, fuel cells, and powertrains [3] - The Hydrogen National Testing Center has established a testing system covering hydrogen vehicles, systems, and components, providing detection services for hydrogen fuel cell vehicles, key components, and hydrogen quality, encompassing the entire hydrogen energy industry chain [3]