1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - In the 31st week of 2025 (July 28 - August 3), domestic passenger car and new energy passenger car sales increased week - on - week. Passenger car retail sales were 465,000 units, a year - on - year increase of 2.8%; new energy passenger car retail sales were 247,000 units, a year - on - year increase of 10.4%, with a penetration rate of 53.1%. Since the beginning of the year, cumulative passenger car retail sales were 12.563 million units, a year - on - year increase of 7.0%; cumulative new energy passenger car retail sales were 6.407 million units, a year - on - year increase of 26.9%, with a cumulative penetration rate of 51.0% [2][110][118]. - The China Passenger Car Association slightly raised the full - year forecast for 2025. It is expected that passenger car retail sales will reach 24.35 million units, a 6% increase, with the forecast volume 300,000 units more than the June forecast; passenger car exports will be 5.46 million units, a 14% increase, with the forecast volume 160,000 units higher than the initial forecast; new energy passenger car wholesale will be 15.48 million units, a 27% increase, with the forecast volume slightly down from the June forecast, and the new energy wholesale penetration rate will reach 56%; automobile wholesale will be 34.04 million units, an 8% increase, with the forecast volume 5 percentage points higher than the initial forecast [2][108][118]. 3. Summary According to the Directory 3.1. Key Target Tracking - The report presents the weekly price changes of relevant sectors and listed companies. For example, among listed companies, Great Wall Motor (601633.SH) had a weekly increase of 3.00%, while BYD (002594.SZ) had a weekly decrease of 1.77% [16]. 3.2. Industrial Chain Data Tracking 3.2.1. China New Energy Vehicle Market Tracking - **Sales and Exports**: Charts show the sales (seasonal), penetration rate, domestic sales (seasonal), exports (seasonal), and sales of EV and PHV in the Chinese new energy vehicle market [17][22][24]. - **Inventory Changes**: Charts display the monthly new inventory of new energy passenger vehicle channels and manufacturers [26]. - **Delivery Volume of New Energy Vehicle Manufacturers**: Charts present the monthly delivery volumes of several new energy vehicle manufacturers such as Leapmotor, Li Auto, XPeng, etc. [29][33][35]. 3.2.2. Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: Charts show the sales (by region), penetration rate, and sales of EV and PHV in the global new energy vehicle market [41][44]. - **European Market**: Charts present the sales, penetration rate, and sales of EV and PHV in the European new energy vehicle market, as well as the sales of EV and PHV in the UK, Germany, and France [46][49][50]. - **North American Market**: Charts show the sales, penetration rate, and sales of EV and PHV in the North American new energy vehicle market [59][60]. - **Other Regions**: Charts display the sales, penetration rate, and sales of EV and PHV in other regions, including Japan, South Korea, and Thailand [62][63][67]. 3.2.3. Power Battery Industry Chain - Charts show the power battery loading volume (by material), export volume (by material), weekly average price of battery cells, cell material cost, and the operating rates and prices of various battery materials such as ternary materials, precursors, lithium iron phosphate, etc. [78][82][83]. 3.2.4. Other Upstream Raw Materials - Charts present the daily prices of rubber, glass, steel, and aluminum [102][104]. 3.3. Hot News Summary 3.3.1. China: Policy Dynamics - The State Administration for Market Regulation plans to build a number of national carbon measurement centers by 2030, with priority given to the carbon measurement needs of key industries such as power batteries [108]. 3.3.2. China: Industry Dynamics - The China Passenger Car Association slightly raised the full - year forecast for 2025, including the increase in passenger car retail, exports, and automobile wholesale, and a slight decrease in new energy passenger car wholesale forecast [108]. - In July, the new energy wholesale sales were 1.18 million units, a year - on - year increase of 25%, and the cumulative wholesale from January to July was 7.63 million units, a year - on - year increase of 35% [109]. - From July 1 - 31, new energy retail sales increased by 14% year - on - year, and the cumulative retail sales since the beginning of the year increased by 30% year - on - year [110]. - From January to June, the domestic charging infrastructure increment was 3.282 million units, a year - on - year increase of 99.2%, and the vehicle - to - charging - pile increment ratio was 1.8:1 [111]. 3.3.3. China: Enterprise Dynamics - Sunwoda plans to list in Hong Kong and build a new production base in Vietnam with a total investment of no more than RMB 2 billion [113]. - Leapmotor's first batch of electric SUVs arrived in Brazil [114]. 3.3.4. Overseas: Policy Dynamics - Russia will allocate 5.7 billion rubles from 2025 - 2027 to develop electric vehicle charging infrastructure, aiming to have 28,000 DC charging stations with an output power over 149kW in operation by 2030 [114]. 3.3.5. Overseas: Industry Dynamics - In the UK, July passenger car sales decreased by 5.0% to 140,000 units, while pure - electric and plug - in hybrid vehicles increased by 9.1% and 33.0% respectively [115]. - In Germany, July passenger car sales increased by 11.1% to 265,000 units, with pure - electric and plug - in hybrid vehicles increasing by 58.0% and 83.6% respectively [116]. - In Brazil, July new car sales increased by 0.8% to 243,000 units, with pure - electric and plug - in hybrid vehicles increasing by 48.2% and 22.3% respectively [116]. 3.4. Industry Views - Similar to the core views, it emphasizes the sales situation in the 31st week of 2025 and the adjustment of the full - year forecast by the China Passenger Car Association [118]. 3.5. Investment Suggestions - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% since 2024. In 2025, high - competitiveness new car products continue to be launched, and price wars are gradually halted. Overseas, due to strong trade protectionism in Europe and the US, there are risks in exports. Attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. In terms of the competitive landscape, domestic independent brands' market share continues to expand, and attention should be paid to companies with strong product capabilities, smooth overseas expansion, and stable supply [3][119].

Group 1 - Jiangling Motors Corporation has applied for a patent titled "A Hybrid Vehicle Electric Balance Control Method and System," with publication number CN120440013A, filed on April 2025 [1] - The patent describes a method that categorizes the state of charge into high and normal levels, dynamically calibrating the threshold for entering high charge level based on vehicle speed [1] - The method allows for pure electric mode operation at high speeds (70 km/h to 100 km/h) and includes mechanisms for recharging the battery and maintaining electric balance during high-speed driving [1] Group 2 - Jiangling Motors Corporation, established in 1997, is primarily engaged in the automotive manufacturing industry and is located in Nanchang City [2] - The company has a registered capital of 863.214 million RMB and has made investments in 9 enterprises [2] - Jiangling Motors has participated in 1,746 bidding projects and holds 4,698 patent records along with 851 trademark records [2]

专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 董秘作为连接投资者与上市公司的"桥梁"，在上市公司资本运作中发挥着关键作用。新浪财经《2024年度A股董秘数据报告》显示，2024年A股上市公司董 秘薪酬合计达40.86亿元，平均年薪75.43万元。 分行业来看，A股和新三板商用车行业（申万二级）进入统计的上市公司共12家，董秘薪酬合计金额1145.52万元，平均年薪95.46万元。 行业内，江铃汽车2024年营收同比下降0.09%，归母净利润同比下降36.56%，扣非净利润同比降幅达65.02%，而公司董秘许兰锋年内却涨薪19万至164万 元，位列业内第二。 | 证券简称 | 行业(申万二级) | 童秘 | 2024薪酬 | 薪酬变化 | 増減幅 | 学历 | | --- | --- | --- | --- | --- | --- | --- | | 中集车辆 | 商用车 | 毛弋 | 230. 35 | 39. 30 | 20. 57% | 博士 | | 江铃汽车 | 商用车 | 许兰锋 | 164. 00 | 19. 00 | 13. 10% | 硕士 | | 一汽解放 ...

在城市的深夜街头，或是偏远地区的呼救声中，救护车承载着生命的希望，扮演着至关重要的 角色。它不仅是运输工具，更是移动的生命保障空间。江铃福特全顺 T8 救护车，凭借可靠的 安全防护与出色性能，为每一次救援任务提供有力支持，将守护生命的责任落到实处。 针对急救场景优化的智能安全配置，为行车增添更多保障。L2.5 级 ADAS 驾驶辅助系统集成 17 项智能功能，在高速行驶时维持车道稳定，紧急情况下及时制动，减轻医护人员驾驶负 担；双电机 EPB/Autohold 自动驻车系统，即便在超过常规道路坡度的路段也能可靠驻停， 确保患者上下车时的平稳性。国内领先的 9.3 版本 ESP 系统涵盖 25 项子功能，全程护航车 辆行驶，让急救路途更安心。 安全，生命守护的坚实根基 救护车的核心职责在于守护生命，全顺 T8 在安全设计上细致入微。车身选用上海宝钢冷轧钢 材，高强度钢占比达 65%，关键部位采用 68 处航母级硼钢，能在碰撞时有效缓冲冲击，为 车内人员筑牢安全屏障。其顶压测试标准高于行业平均水平，即使面对复杂路况带来的意外冲 击，也能最大程度保障舱内安全。 动力，争分夺秒的有力支撑 在急救现场，时间就是生命。全 ...

Company Overview - Jiangling Motors primarily engages in the research, production, and sales of commercial vehicles, SUVs, and pickups, covering various fields including light passenger vehicles and heavy trucks [1] - The company is headquartered in Nanchang, Jiangxi Province, and is a significant player in China's commercial vehicle industry [1] Stock Performance - As of August 6, 2025, Jiangling Motors' stock price is reported at 21.29 yuan, down 0.79% from the previous trading day [1] - The trading volume on the same day reached 39,140 hands, with a transaction amount of 0.83 billion yuan [1] - The stock hit a high of 21.49 yuan and a low of 21.21 yuan during the trading session, with a fluctuation of 1.30% [1] Production and Sales Data - In July 2025, the company's vehicle production was 25,707 units, reflecting a year-on-year increase of 1.46% [1] - However, the sales volume for the same month was 23,834 units, showing a year-on-year decline of 12.22% [1] - Cumulatively, from January to July, the total sales reached 196,500 units, which is a year-on-year growth of 5.19% [1] Capital Flow - On August 6, 2025, the net outflow of main funds was 4.27 million yuan, accounting for 0.04% of the circulating market value [1] - Over the past five trading days, the cumulative net outflow reached 19.89 million yuan, representing 0.18% of the circulating market value [1]

| | | 8月5日重要公告精选 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 热点 | 中马传动 | 不涉及机器人业务 | | 项目投资 | 回盛生物 | 拟投资建设兽用原料药绿色设备技改项目 | | 中标合同 | 珠江钢琴 | 白水寨公司中标白水寨风景名胜区白水仙瀑景区经营权招选项目 | | 经营数据 | 牧原股份 | 7月商品猪销售收入116.39亿元 | | 股权收购 | 嵘泰股份 | 拟收购中山澳多51%股权 | | 回购 | 舜禹股份 | 已累计回购3.07%股份 | | 业绩 | 长虹华意 | 上半年净利润2.57亿元 同比增长13.42% | | 增减持 | 光格科技 | 股东基石创投、方广二期拟合计减持不超4.04%股份 | | | 道道全 | 兴创投资拟增持5000万元-1亿元公司股份 | | 其他 | 豪恩汽电 | 拟定增募资不超11.05亿元 用于投资豪恩汽电深圳产线扩建项目等 | | | 英联股份 | 子公司与某知名圆柱电池公司签署《战略合作协议》 に 簡屋に | 【热点】 上纬新材(688585.SH)：如未来公司股票价格进一步上涨，可能再次 ...

Core Insights - Jiangling Motors Corporation, Ltd. reported production and sales volume data for July 2025, showing mixed performance across different vehicle categories [2]. Production and Sales Volume Summary - **Light Bus**: - Production: 7,173 units, up 16.50% year-on-year - Sales: 6,655 units, up 20.53% year-on-year [2] - **Truck**: - Production: 4,817 units, up 17.00% year-on-year - Sales: 4,181 units, up 19.82% year-on-year [2] - **Pickup**: - Production: 2,861 units, down 48.87% year-on-year - Sales: 2,717 units, down 13.40% year-on-year [2] - **SUV**: - Production: 10,856 units, up 14.67% year-on-year - Sales: 10,281 units, up 12.16% year-on-year [2] - **Total**: - Total production: 25,707 units, up 1.46% year-on-year - Total sales: 23,834 units, down 12.22% year-on-year [2]

Core Insights - Jiangling Motors Corporation reported production and sales data for July 2025, showing mixed performance across different vehicle categories [1] Production Summary - Light passenger vehicles produced 7,173 units, a 16.50% increase year-on-year, with cumulative production reaching 53,783 units, up 20.53% from the previous year [1] - Truck production was 4,817 units, reflecting a 17.00% increase year-on-year, with cumulative production at 41,226 units, a rise of 19.82% [1] - Pickup truck production saw a significant decline, with 2,861 units produced, down 48.87% year-on-year, and cumulative production at 36,037 units, down 13.40% [1] - SUV production increased to 10,856 units, a 14.67% rise year-on-year, with cumulative production at 66,837 units, a slight increase of 2.67% [1] - Total production for the month was 25,707 units, a 1.46% increase year-on-year, with cumulative production at 197,883 units, up 6.54% [1] Sales Summary - Light passenger vehicle sales reached 6,655 units, with a year-on-year increase of 6.50%, and cumulative sales at 53,766 units, up 18.60% [1] - Truck sales were 4,181 units, a decrease of 13.17% year-on-year, with cumulative sales at 39,514 units, an increase of 16.92% [1] - Pickup truck sales dropped to 2,717 units, down 55.54% year-on-year, with cumulative sales at 35,911 units, down 15.88% [1] - SUV sales increased to 10,281 units, a 12.16% rise year-on-year, with cumulative sales at 67,335 units, up 3.58% [1] - Total sales for the month were 23,834 units, a decrease of 12.22% year-on-year, with cumulative sales at 196,526 units, up 5.19% [1]

重要公告： 若羽臣：筹划发行H股股票并在香港联合交易所上市 山东海化：拟取得中盐碱业29%股权投资总额23.2亿元 牧原股份：7月销售商品猪收入116.39亿元同比下降10.41% 三江购物：与盒马公司签署的盒马鲜生业务合作协议到期后不再续签 三江购物（601116）公告，公司与关联方阿里巴巴（中国）有限公司所属的盒马（中国）有限公司（简 称"盒马公司"）签署的《盒马鲜生业务合作协议》，将于2026年3月31日到期，合作协议到期后不再续 签。为妥善安排员工工作，尽量减少对顾客购物的影响，公司将尽快与盒马公司商议涉及协议终止的相 关过渡及交接事宜，期间会对宁波盒马门店销售产生影响。 豪恩汽电：拟定增募资不超过11.05亿元用于豪恩汽电深圳产线扩建项目等 安车检测：控股股东变更为矽睿科技股票6日起复牌 沪市重要公告： 明志科技：就云内动力拖欠货款事项向法院提起诉讼 明志科技（688355）公告，公司就昆明云内动力股份有限公司（简称"云内动力"）拖欠货款事项向昆明 市官渡区人民法院（简称"法院"）提起诉讼，并于近日收到法院送达的《受理案件通知书》，涉案金额 合计3537.97万元。截至公告披露日，该案件已立案，尚未 ...

Summary of Key Points Core Viewpoint - Jiangling Motors reported mixed results for July 2025, with total vehicle production increasing slightly while total sales experienced a decline compared to the previous year [1][2]. Production and Sales Data - **Light Vehicles**: - July production reached 7,173 units, a year-on-year increase of 16.5% - Cumulative production from January to July was 53,783 units, up 20.53% - July sales were 6,655 units, down 5.72% - Cumulative sales for the same period were 53,766 units, an increase of 18.6% [1][2] - **Trucks**: - July production was 4,817 units, a 17% increase year-on-year - Cumulative production from January to July totaled 41,226 units, up 19.82% - July sales were 4,181 units, a decline of 13.17% - Cumulative sales for the same period were 39,514 units, an increase of 16.92% [1][2] - **Pickups**: - July production was 2,861 units, a significant decrease of 48.87% - Cumulative production from January to July was 36,037 units, down 13.40% - July sales were 2,717 units, a sharp decline of 55.54% - Cumulative sales for the same period were 35,911 units, down 15.88% [1][2] - **SUVs**: - July production reached 10,856 units, a year-on-year increase of 14.67% - Cumulative production from January to July was 66,837 units, up 2.67% - July sales were 10,281 units, an increase of 12.16% - Cumulative sales for the same period were 67,335 units, up 3.58% [1][2] - **Overall Performance**: - Total vehicle production in July was 25,707 units, a slight increase of 1.46% - Cumulative production from January to July was 197,883 units, up 6.54% - Total sales in July were 23,834 units, a decline of 12.22% - Cumulative sales for the same period were 196,526 units, an increase of 5.19% [1][2]