风险提示：以上内容仅供参考，不构成投资建议。市场有风险，投资需谨慎。 公司最新披露信息显示，氢能汽车海马7X-H累计行驶里程已突破150万公里，验证了氢能源汽车在复杂 场景下的可靠性与安全性。该车型与电动汽车海马7X-E等新能源产品，适用于公务租赁、会务接待等 多种应用场景。 资金流向方面，8月11日主力资金净流入457.18万元，近五日主力资金累计净流入2059.20万元。 截至2025年8月11日收盘，海马汽车股价报4.67元，较前一交易日上涨0.01元，涨幅0.21%。当日成交量 为459367手，成交金额达2.15亿元。 海马汽车主营业务为汽车制造及服务，主要产品包括传统燃油车和新能源汽车。公司近期在氢能源汽车 领域取得进展，其氢能车型海马7X-H已在海南投放50台开展示范运营。 ...

海马汽车（000572.SZ）8月11日在投资者互动平台表示，目前，公司氢能汽车海马7X-H已在海南投放 50台开展示范运营，累计行驶里程突破150万公里，充分验证了氢能源汽车在复杂场景下的可靠性与安 全性。公司的氢能汽车海马7X-H和电动汽车海马7X-E等新能源汽车产品，均适用于公务租赁、会务接 待、预约体验和公众科普等场景。 每经AI快讯，有投资者在投资者互动平台提问：请问现在海马汽车有多少氢能源汽车投入使用？有多 少7座电动车投入使用。 （文章来源：每日经济新闻） ...

格隆汇7月31日丨海马汽车(000572.SZ)于投资者互动平台表示，盒子汽车作为公司首款B端新能源汽车 产品，顺利取得产品公告目录，已具备量产上市的前置许可条件。当前，产品上市前各项准备工作正在 有序推进中，已在公司内部实现小规模验证交付。海马EX00车型计划年内量产上市，相关工作(包括产 品开发、产线改造、性能提升、质量改善等)正在有条不紊按计划推进中，进展正常。 ...

金融界消息 截至2025年7月30日收盘，海马汽车（000572）报收于4.54元，上涨0.89%，换手率3.59%， 成交量59.02万手，成交金额2.67亿元。 来源：金融界 天眼查商业履历信息显示，海马汽车股份有限公司，成立于1993年，位于海口市，是一家以从事资本市 场服务为主的企业。企业注册资本164463.6426万人民币，实缴资本164409.6426万人民币。公司法定代 表人为覃铭。 通过天眼查大数据分析，海马汽车股份有限公司共对外投资了13家企业，参与招投标项目11次，知识产 权方面有商标信息16条，此外企业还拥有行政许可46个。 资金流向方面，今日主力资金净流入1797.54万元，占比成交额6.74%。其中，超大单净流出97.75万 元、占成交额0.37%，大单净流入1895.29万元、占成交额7.11%，中单净流出流出50.90万元、占成交额 0.19%，小单净流出1746.63万元、占成交额6.55%。 海马汽车最新一期业绩显示，截至2025一季报，公司营业总收入2.75亿元、同比减少37.98%，归属净利 润3000.38万元，同比增长65.08%，扣非净利润3431.39万元，同比 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [7] Core Insights - The automotive industry is experiencing a gradual recovery in growth, with passenger vehicles continuing to show stable and rapid growth [2] - The report highlights the synergy between technological advancements and anti-involution reforms, driving the industry's development momentum [5] Summary by Sections Weekly Market Review (2025.07.19-07.25) - The automotive sector rose by 1.03% this week, with all related sub-sectors also increasing. The Shanghai and Shenzhen 300 index rose by 1.69% [13] - The commercial vehicle sector saw the highest increase at 4.22%, while individual stocks like Great Wall Motors and BYD also performed well [13][16] Data Tracking (2025.07.19-07.25) - From July 1-20, the national retail sales of passenger vehicles reached 978,000 units, a year-on-year increase of 11%, while wholesale sales were 960,000 units, up 22% year-on-year [21] - In the new energy vehicle segment, retail sales reached 537,000 units, a 23% increase year-on-year, with a penetration rate of 54.9% [21] Industry News (2025.07.19-07.25) - The Ministry of Industry and Information Technology proposed a new policy to ban the transfer of new cars to second-hand status within six months of registration to combat zero-kilometer second-hand cars [34][35] - Guangdong and Anhui provinces are implementing measures to promote fair competition in the automotive industry, including commitments from manufacturers to optimize payment processes for suppliers [42] Investment Recommendations - The report suggests focusing on technology-driven sectors such as artificial intelligence and autonomous driving, as well as opportunities in the anti-involution segment, particularly in dealership-related areas [5]

Group 1 - Hainan Free Trade Zone sector opened high but closed low, indicating a bearish trend [1] - Shennong Agricultural (300189) fell over 9%, reflecting significant market pressure [1] - Xinlong Holdings (000955) declined more than 8%, contributing to the overall downturn in the sector [1] - Hainan Ruize (002596) dropped over 7%, further indicating weakness in the market [1] - Other companies such as Haima Automobile (000572), Hainan Rubber (601118), and Hainan Haiyao (000566) also experienced declines [1]

Group 1 - The A-share market in Hainan Free Trade Zone is experiencing a continuous decline [1] - Shen Nong Agricultural Industry and Xinlong Holdings have both dropped over 7% [1] - Other companies such as Haima Automobile, Hainan Ruize, Jinpan Technology, and Hainan Haiyao are also following the downward trend [1]

Core Viewpoint - The free trade port concept has shown a significant increase, with a rise of 3.41% as of July 24, ranking sixth among concept sectors [1] Group 1: Market Performance - The free trade port concept sector saw 35 stocks increase, with notable performers including HNA Holding, Haima Automobile, and Dongfang Jiasheng reaching their daily limit up [1] - The top gainers in the free trade port sector included China Duty Free Group with a net inflow of 8.16 billion yuan, followed by HNA Holding, Hainan Ruize, and Haima Automobile with net inflows of 2.76 billion yuan, 2.15 billion yuan, and 1.63 billion yuan respectively [2][3] Group 2: Capital Flow - The free trade port concept sector experienced a net capital inflow of 20.31 billion yuan, with 24 stocks receiving net inflows, and 9 stocks exceeding 1 billion yuan in net inflow [2] - The stocks with the highest net inflow ratios included Dongfang Jiasheng at 35.59%, Haima Automobile at 30.47%, and Hainan Mining at 24.65% [3][4]

Group 1: Market Performance - The A-share market, particularly the Hainan Free Trade Zone and Hainan sector, experienced a significant surge, with stocks like Kangzhi Pharmaceutical and Shennong Seed Industry hitting the daily limit of 20% increase [1] - Nearly 20 stocks in the Hainan sector, including Hainan Airport and Hainan Highway, also reached their daily limit, indicating high market enthusiasm [1] Group 2: Policy Impact - Recent policy releases, including the implementation of cross-border asset management pilot business guidelines, have opened new investment channels for foreign investors in Hainan [4] - The specific date for the full closure of Hainan Free Trade Port has been set for December 18, 2025, which will enhance the region's international connectivity and facilitate trade [5][6] - The "zero tariff" policy for goods will be more favorable, expanding the range of duty-free items from 1,900 to approximately 6,600, which is expected to attract more consumers [7] Group 3: Duty-Free Industry Outlook - The duty-free store sector is positioned as a core beneficiary of the policy advantages, with the potential for increased sales and customer traffic due to enhanced tourism appeal [7] - Sales data from Hainan's duty-free shopping indicate strong consumer interest, with total shopping amounts reaching 309.4 billion yuan in 2024 and over 2.53 trillion yuan by April 20 of the current year [7] - While the growth outlook for the duty-free industry is positive, challenges such as increased competition and potential price reductions due to a broader range of zero-tariff goods are anticipated [8]

Group 1 - The A-share market showed an overall upward trend on July 24, with the Hainan sector experiencing significant growth, becoming one of the market's highlights [1][2] - The Shanghai Composite Index rose by 0.48% to 3599.44 points, while the Shenzhen Component Index increased by 0.65% and the ChiNext Index by 0.72% [2] - Hainan sector surged over 9% by midday, with individual stocks like Kangzhi Pharmaceutical hitting a 20% limit up, and several others also reaching their daily limit [4][5] Group 2 - Major industry sectors such as retail, steel, and real estate saw gains exceeding 2%, while sectors like telecommunications and banking underperformed [4] - The Hainan sector's total market capitalization reached 349.73 billion, with a trading volume of 22.206 billion [5] - Specific stocks in the Hainan sector, including Hainan Airport and Hainan Highway, also recorded significant increases, with many stocks showing around 10% gains [6] Group 3 - The State Council announced that the Hainan Free Trade Port will officially start its closure operation on December 18, 2025, with new policies aimed at enhancing trade and investment [7][8] - The zero-tariff policy will expand significantly, increasing the proportion of zero-tariff imported goods from 21% to 74%, covering 6600 items [8] - The new policies will facilitate easier trade management and more efficient regulatory measures, promoting a smoother implementation of the open policies [7][8]