Core Viewpoint - The company Haima Automobile (000572) has seen a stock price increase of 5.38% as of September 1, 2025, closing at 4.9 yuan, with a trading volume of 1,001,500 shares and a total transaction value of 484 million yuan [1]. Group 1: Company Performance - As of September 1, 2025, Haima Automobile's stock price rose to 4.9 yuan, reflecting a 5.38% increase [1]. - The trading volume on that day was 1,001,500 shares, with a total transaction value of 484 million yuan [1]. Group 2: Investor Relations - In response to an investor inquiry regarding the delay in the mass production of the "Box Car" model, the company stated that it complies with the information disclosure obligations as per the regulations of the China Securities Regulatory Commission and the Shenzhen Stock Exchange [2]. - The company is monitoring the policies related to the Hainan Free Trade Port and is open to potential collaborations with leading automotive companies like Tesla or Porsche for importing and upgrading components [2]. Group 3: Capital Flow - On September 1, 2025, the net inflow of main funds into Haima Automobile was 23.11 million yuan, accounting for 4.78% of the total transaction value [3]. - Retail investors experienced a net outflow of 7.94 million yuan, representing 1.64% of the total transaction value [3].

证券日报网讯海马汽车（000572）9月1日在互动平台回答投资者提问时表示，公司按照证监会及深交所 的相关规定履行信息披露义务。 ...

Group 1 - The passenger car sector increased by 1.98% on August 29, with BYD leading the gains [1] - The Shanghai Composite Index closed at 3857.93, up 0.37%, while the Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Key stocks in the passenger car sector showed varied performance, with BYD closing at 114.06, up 4.34%, and GAC Group closing at 7.85, down 0.38% [1] Group 2 - The net inflow of main funds in the passenger car sector was 620 million yuan, while retail funds saw a net inflow of 289 million yuan [1] - Major stocks like Seres and BYD experienced significant net inflows from main funds, with Seres at 922 million yuan and BYD at 900 million yuan [1] - Retail investors showed a preference for stocks like Great Wall Motors and North Benz Blue Valley, with net inflows of 8016.77 million yuan and 7196.18 million yuan respectively [1]

Market Overview - The passenger car sector experienced a decline of 0.28% on August 28, with Haima Automobile leading the drop [1] - The Shanghai Composite Index closed at 3843.6, up 1.14%, while the Shenzhen Component Index closed at 12571.37, up 2.25% [1] Individual Stock Performance - Great Wall Motors (601633) closed at 25.51, with an increase of 1.39% and a trading volume of 271,700 shares, totaling a transaction value of 689 million [1] - BAIC BluePark (600733) closed at 8.72, up 0.58%, with a trading volume of 1.504 million shares and a transaction value of 1.299 billion [1] - SAIC Motor (600104) closed at 18.93, up 0.11%, with a trading volume of 897,300 shares and a transaction value of 1.684 billion [1] - GAC Group (601238) remained unchanged at 7.88, with a trading volume of 381,400 shares and a transaction value of 297 million [1] - Seres (601127) closed at 131.38, down 0.33%, with a trading volume of 301,200 shares and a transaction value of 393.5 million [1] - Changan Automobile (000625) closed at 12.70, down 0.39%, with a trading volume of 1.6576 million shares and a transaction value of 2.093 billion [1] - BYD (002594) closed at 109.32, down 1.23%, with a trading volume of 762,500 shares and a transaction value of 8.278 billion [1] - Haima Automobile (000572) closed at 4.64, down 2.11%, with a trading volume of 885,800 shares and a transaction value of 412 million [1] Fund Flow Analysis - The passenger car sector saw a net outflow of 2.4 billion from institutional investors, while retail investors had a net inflow of 2.116 billion [1] - The detailed fund flow for individual stocks indicates that GAC Group had a net outflow of 14.42 million from institutional investors, while retail investors contributed a net inflow of 19.16 million [2] - Great Wall Motors experienced a net outflow of 18.49 million from institutional investors, with a net inflow of 62.04 million from retail investors [2] - SAIC Motor had a net outflow of 18.53 million from institutional investors, with a net inflow of 117 million from retail investors [2] - Haima Automobile faced a significant net outflow of 47.76 million from institutional investors, while retail investors contributed a net inflow of 16.60 million [2] - BYD saw a substantial net outflow of 1.145 billion from institutional investors, with a smaller net inflow of 99.71 million from retail investors [2]

Core Viewpoint - Haima Automobile reported an increase in revenue and a reduction in losses for the first half of 2025, indicating a potential recovery in financial performance [1] Financial Performance Summary - Total revenue reached 669 million yuan, a year-on-year increase of 7.74% [1] - Net profit attributable to shareholders was -74.52 million yuan, showing a year-on-year improvement of 50.85% [1] - In Q2, total revenue was 394 million yuan, a significant year-on-year increase of 122.31% [1] - Q2 net profit attributable to shareholders was -44.52 million yuan, up 32.25% year-on-year [1] - Gross margin stood at 3.74%, a decrease of 60.64% year-on-year [1] - Net margin was -22.62%, an increase of 32.97% year-on-year [1] - Total selling, administrative, and financial expenses amounted to 145 million yuan, accounting for 21.66% of revenue, down 21.71% year-on-year [1] - Earnings per share were -0.05 yuan, reflecting a year-on-year increase of 50.87% [1] Cash Flow and Investment Summary - Accounts receivable decreased by 88.79% due to the collection of export receivables [2] - R&D expenses dropped by 52.33% as hydrogen vehicles had already achieved demonstration operations last year [2] - Net cash flow from operating activities decreased by 976.83% due to reduced deposits from related parties [2] - Net cash flow from investing activities fell by 105.11% due to prior receipts from escrow deposits and the first payment for the transfer of subsidiary equity [2] - Net cash flow from financing activities increased by 73.05% due to the repayment of related party loans in the previous period [2] Cash Position Analysis - The net increase in cash and cash equivalents decreased by 286.92% due to prior receipts from escrow deposits and the first payment for the transfer of subsidiary equity [3] - The company's cash flow situation is concerning, with cash and cash equivalents to current liabilities at only 19.13% and the average operating cash flow over the past three years to current liabilities at just 4.98% [6]

外资态度来看，本期较上一期持股增加的外资基金共计1个，即香港中央结算有限公司，持股增加占比 小幅上涨。 2025年8月26日，海马汽车(000572.SZ)发布2025年半年度报告。截至2025年8月25日，共有4个机构投资 者披露持有海马汽车A股股份，合计持股量达5.90亿股，占海马汽车总股本的35.85%。其中，机构投资 者包括海马(上海)投资有限公司、海马投资集团有限公司、香港中央结算有限公司、嘉实基金-农业银 行-嘉实中证金融资产管理计划，机构投资者合计持股比例达35.85%。相较于上一季度，机构持股比例 合计上涨了0.04个百分点。 ...

Group 1 - On August 25, Haima Automobile recorded a financing purchase amount of 0.41 billion yuan, ranking 1219th in the two markets [1] - The financing repayment amount for the same day was 0.33 billion yuan, resulting in a net purchase of 7.9179 million yuan [1] - Over the last three trading days (August 21-25), Haima Automobile had financing purchases of 0.31 billion yuan, 0.17 billion yuan, and 0.41 billion yuan respectively [1] Group 2 - On the same day, there were no shares sold short, with a net short sale of 0.00 shares [1]

Group 1 - The company has not made any changes to its controlling shareholder during the reporting period [5] - The actual controller of the company has not changed during the reporting period [5] - The company plans not to distribute cash dividends, issue bonus shares, or increase capital from reserves [3] Group 2 - All directors attended the board meeting to review the report [2] - There are no preferred shareholders or related information during the reporting period [5] - The company does not require retrospective adjustments or restatements of previous accounting data [4]

Core Insights - Haima Automobile (000572.SZ) reported a revenue of 655 million yuan for the first half of 2025, representing a year-on-year growth of 9.89% [1] - The net profit attributable to shareholders of the listed company was -74.5191 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -104 million yuan [1] - The basic earnings per share were -0.0453 yuan [1]

智通财经APP讯，海马汽车(000572.SZ)发布2025年半年度报告，该公司营业收入为6.55亿元，同比增长 9.89%。归属于上市公司股东的净亏损为7451.91万元，同比收窄50.85%。归属于上市公司股东的扣除非 经常性损益的净亏损为1.04亿元，同比收窄41.11%。基本每股亏损为0.0453元。 ...