Group 1 - The establishment of Changan Automobile Group marks significant changes in its internal personnel structure and resource allocation strategies [1] - The leadership changes at Deep Blue Automotive and Avita Technology reflect a trend towards a younger management team within Changan Automobile [1] - Changan's chairman, Zhu Huarong, emphasizes the importance of Avita in the company's strategy, indicating a shift from financial support to providing technological and ecological support [2] Group 2 - Avita and Deep Blue are seen as the "twin stars" of Changan's transition to new energy vehicles, with Avita also tasked with enhancing the Changan brand [2] - The new chairman of Avita, Wang Hui, has extensive experience in product development, strategic planning, and global operations, which will support Avita's future growth [3] - Avita's sales target for 2023 is set at 220,000 units, but it has only achieved 36% of this target in the first eight months [4] Group 3 - Both Avita and Deep Blue face challenges in achieving their sales targets, leading to a downward revision of Deep Blue's 2025 sales goal from 500,000 to 360,000 units [4] - Avita's differentiation in the market is diminishing as competitors adopt similar technologies and features, prompting the need for a strategic overhaul [4] - Avita's new strategy, termed "Strategy 2.0," aims for global sales of 400,000 units by 2027, 800,000 by 2030, and 1.5 million by 2035 [6] Group 4 - The introduction of the Avita 07 2026 model is a key part of the new strategy, featuring a competitive pricing structure and a "fully equipped" product logic [4][5] - The support from the newly established Changan Group allows Avita to focus on value competition rather than compromising on configurations for survival [5] - Avita's leadership aims to achieve monthly sales targets of 15,000 to 20,000 units to build a foundation for higher goals in the following year [6]

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，重庆长安汽车股份有限公司，成立于1996年，位于重庆市，是一家以从事汽车制造业 为主的企业。企业注册资本992179.9422万人民币。通过天眼查大数据分析，重庆长安汽车股份有限公 司共对外投资了119家企业，参与招投标项目5000次，财产线索方面有商标信息3129条，专利信息5000 条，此外企业还拥有行政许可962个。 国家知识产权局信息显示，重庆长安汽车股份有限公司取得一项名为"一种用于安装翼子板的安装总成 和车辆"的专利，授权公告号CN118850198B，申请日期为2024年09月。 ...

随着中国长安汽车集团有限公司挂牌成立，其内部人事结构与资源调配策略亦迎来深刻变革。 资料显示，王辉2003年便加入长安汽车，在此次接任阿维塔科技董事长之前，他的职业履历覆盖多个关 键领域，不仅历任长安汽车工程研究院、工艺技术部、战略部战略规划处负责人，以及新业务统筹项目 组总监，还曾担任长安马自达执行副总裁，长安汽车海外事业发展部、东南亚事业部总经理等核心职 务，深度参与合资合作与全球化布局。 2022年9月底，他被提拔为长安汽车副总裁，截至目前任职刚满三年。从这份履历不难看出，王辉在产 品研发、战略规划及全球化业务运营等领域均积累了深厚经验，而这些能力储备，无疑将为阿维塔的后 续发展提供有力支撑。 力求品牌突围 事实上，尽管背靠巨头，阿维塔面临的销量压力并不小。据了解，阿维塔今年定下的销量目标为22万 辆，但今年前8个月其累计销量不足8万辆，目标完成率仅36%。 同为长安汽车旗下的深蓝汽车，也面临相似的销量挑战：今年前8个月，深蓝汽车累计销量为19.9万 辆，仅完成年度销量目标的40%。为此，深蓝汽车日前已将原计划2025年达成的50万辆销售目标，下调 至36万辆。 9月上旬，长安汽车旗下子公司深蓝汽车已完 ...

● 龚梦泽 熊永红 随着中国长安汽车集团有限公司挂牌成立，其内部人事结构与资源调配策略亦迎来深刻变革。 9月上旬，长安汽车旗下子公司深蓝汽车已完成"换帅"，原公司CEO邓承浩升任为深蓝汽车董事长，其 职位由荣耀前中国区首席市场官姜海荣接任。而最新变动则出现在阿维塔科技，目前朱华荣已正式卸任 阿维塔科技董事长一职，该职位由王辉接任。 值得关注的是，王辉的任职背景也从侧面反映出长安汽车管理层年轻化的趋势。中国证券报记者从长安 汽车方面获悉，当前集团12位副总裁中有7位80后：米梦冬、李名才、王辉、张法涛、王孝飞、贺刚、 邓承浩。 除了销量层面的不及预期，更深层危机还在于，品牌差异化优势稀释——华为技术加持已非独有标签， 智驾与豪华配置渐成行业标配，而高端定位尚未完全转化为市场认可。 为此，王辉履新后迅速烧起"第一把火"，推出阿维塔战略2.0直面行业激烈竞争。新车方面，作为战略 落地首款车型，阿维塔07 2026款被寄予厚望。新车共推出6款配置，官方指导价21.99万元起，限时权益 价20.99万元起。但价格并非最大亮点，真正引发行业关注的是其"入门即满配"的产品逻辑。 "如果将过去的长安比作一艘小船，如今的长安汽 ...

新京报贝壳财经讯(记者王琳琳)9月25日，长安第四代CS55PLUS正式上市，官方指导价为9.29万 元-10.99万元。长安汽车（000625）执行副总裁杨大勇表示，长安第四代CS55PLUS不是为了打败谁， 而是致力于成为细分市场新的供给，用智能座舱和智能辅助驾驶重新定义产品的价值。他表示真正的竞 争力不在于刻意比较，而在于能否提供最适合用户的产品。 长安第四代CS55PLUS的长宽高分别为4550mm、1868mm和1675mm。新车首发搭载长安天枢智能驾驶 辅助系统，全系标配540度高清全景影像，并搭载18项智能预警与制动功能；此外新车AI语音大模型接 入DeepSeek，支持自由对话与百科问答。长安第四代CS55PLUS搭载智慧新蓝鲸发动机。 杨大勇表示，8年以来CS55历经4次换代，始终以用户为中心。他进一步表示，CS55系列已经进入全球 55个国家，在9个国家建立生产基地，全球累计销量突破100万辆。作为长安"海纳百川"和"北斗天枢"计 划下的全球战略车型，CS55系列已经成为长安汽车在海外销量最好覆盖最广的车型。 ...

Core Insights - The automotive industry is experiencing a significant divergence in performance among companies, with some achieving growth in both revenue and net profit, while others face declines or stagnant profits [1][4] Revenue and Profit Performance - In the first half of 2025, the automotive industry generated revenue of 50,917 billion yuan, a year-on-year increase of 8%, while costs rose to 44,780 billion yuan, up 9% [4] - BYD leads the industry with revenue of 371.281 billion yuan, a 23.3% increase, and a net profit of 15.511 billion yuan, up 13.79% [3][4] - Traditional automakers like Geely, Great Wall, and SAIC Motor reported revenue growth but experienced declines in net profit, with declines around 10% [1][4][5] Company-Specific Insights - Geely's revenue grew by 27% to 150.285 billion yuan, but net profit fell by 13.9% to 9.29 billion yuan due to a previous asset sale [4][5] - Great Wall's revenue increased by 0.99% to 92.335 billion yuan, but net profit decreased by 10.21% to 6.337 billion yuan [5] - Changan Automobile reported a revenue decline of 5.25% to 72.691 billion yuan and a net profit drop of 19.09% to 2.291 billion yuan [6] New Energy Vehicle Collaborations - The collaboration with Huawei under the "Five Realms" initiative shows mixed results, with Seres (赛力斯) achieving significant profit growth, while others like BAIC Blue Valley and Jianghuai faced losses despite revenue increases [8][9] - Seres reported revenue of 62.402 billion yuan, down 4.06%, but net profit surged by 81.03% to 2.941 billion yuan, driven by high-end model sales [8] Emerging Players - Among the new energy vehicle startups, Li Auto continues to lead with revenue of 56.17 billion yuan, while NIO and Xpeng struggle with profitability [13][14] - Li Auto has maintained profitability for 11 consecutive quarters, with a net profit of 1.743 billion yuan, while Zero Run achieved its first half-year profit of 0.033 billion yuan [13][14] Market Trends and Future Outlook - The overall market is seeing a shift towards high-end electric vehicles, with companies like Chery and SAIC focusing on strategic partnerships with Huawei to enhance their product offerings [10][11] - The industry is expected to continue evolving, with companies adjusting their strategies to meet changing consumer demands and competitive pressures [1][4]

截至9月25日收盘，兵装重组概念下跌1.79%，位居概念板块跌幅榜前列，板块内，长城军工、湖南天 雁、建设工业等跌幅居前。 今日涨跌幅居前的概念板块 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601606 | 长城军工 | -2.79 | 4.57 | -27357.54 | | 000625 | 长安汽车 | -0.74 | 0.75 | -10918.51 | | 002265 | 建设工业 | -2.24 | 3.07 | -3642.83 | | 600698 | 湖南天雁 | -2.70 | 2.24 | -1689.12 | | 600178 | 东安动力 | -1.31 | 1.24 | -675.74 | | 688151 | 华强科技 | -1.92 | 0.59 | -49.55 | | 002189 | 中光学 | -0.81 | 1.25 | 197.40 | （文章来源：证券时报网） | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | ...

图片来源：度哥 9月23日，福特中国宣布在上海成立全新子公司福特汽车销售服务（上海）有限公司，全面负责福特品牌乘用车及皮卡车型在中国市场的营销、销售和售 后服务。陈晓波出任总裁，向福特中国及福特国际市场集团总裁兼首席执行官吴胜波汇报。 资料显示，陈晓波曾在福特在华合资企业长安福特担任多个要职，包括新能源科技有限公司副总裁兼营销中心总经理，以及全国销售服务机构执行副总裁 等，深度参与了福特品牌在中国的营销与销售管理工作。 同日，江铃汽车发布公告称，其全资子公司江铃汽车销售有限公司和福特销售服务公司签署《江铃国产福特整车分销服务合同》，委托福特销售服务公司 分销其生产的福特品牌乘用车和福特品牌皮卡。 全面统一销售渠道的福特，能否实现中国业务的突破呢？ 江铃福特销量不佳 在中国，福特主要有长安福特和江铃福特两大合资企业，但两大合资企业所实现的销量有着明显的差距。 1995年，江铃汽车以发行B股方式引入了外资战略合作伙伴，彼时福特获得江铃汽车30%的股份，如今，福特在江铃汽车的持股已增至32%。资料显示， 起初，江铃汽车与福特的合作主要是商用车领域——1997年，轻型客车江铃福特全顺下线，凭借此系列，江铃福特成为了中 ...

"当前全球40个巨型城市群聚集了全球18%的人口，但66%的经济活动和85%的技术创新都发生在这些区 域。"作为长期研究中国城市高质量发展的学者，四川大学商学院市场营销系教授、博士生导师牛永革 如此点明城市群的核心价值。 作为西部城市群的代表，成渝地区双城经济圈（以下简称"成渝地区"）近五年的发展印证了这一观点 ——地区生产总值从2019年的不足6.3万亿元增至2024年的8.7万亿元，五年连跨两个万亿台阶，占全国 经济总量比重从6.3%提升至6.5%。 在经济总量攀升的同时，成渝地区上市公司的品牌建设也同步提速。《每日经济新闻》记者基于"2025 中国上市公司品牌价值总榜TOP3000"（注：每日经济新闻与清华大学经济管理学院中国企业研究中心 联合发布，以下简称"总榜TOP3000"），梳理了成渝地区上市公司品牌价值的近年变化，并专访牛永革 教授解析背后逻辑。 五粮液位居榜首，成都近4年增量拿下双冠 "通过强化中心城市的集聚辐射与引领带动作用，并依托交通等基础设施的持续改善，区域经济发展活 力与整体效能得到显著提升，成渝地区便是西部地区的典型代表。"牛永革认为，"这种良性发展态势不 仅优化了区域产业生态与资 ...

Core Insights - The Chengdu-Chongqing economic circle has seen its GDP grow from less than 6.3 trillion yuan in 2019 to 8.7 trillion yuan in 2024, marking an increase in its share of the national economy from 6.3% to 6.5% [1] - The brand value of listed companies in the Chengdu-Chongqing region has significantly increased, with Wuliangye and Luzhou Laojiao leading the rankings [2][3] Company Insights - Wuliangye (000858.SZ) ranks first with a brand value of 305.96 billion yuan, followed by Luzhou Laojiao (000568.SZ) at 107.67 billion yuan, and Changan Automobile (000625.SZ) at 84.56 billion yuan [2][3] - The beverage industry in the Chengdu-Chongqing region has seen a brand value increase of 117.02 billion yuan over the past four years, making it the highest among all industries [6][8] Industry Insights - The automotive industry in the region has surpassed a brand value of 100 billion yuan, reaching 123.15 billion yuan in 2025 [6][8] - The equipment industry has doubled the number of listed companies over the past four years, indicating a significant growth in this sector [8][10] - The agricultural sector has experienced a decline in brand value, primarily due to the shift of Tongwei Co., Ltd. (600438.SH) from agriculture to the equipment sector [6][8] Regional Insights - Chengdu has the highest increase in both the total brand value of listed companies and the number of companies listed over the past four years [4][5] - The Chengdu-Chongqing region serves as a strategic support for the Yangtze River Economic Belt and is a key demonstration area for the country's new urbanization efforts [2]