5年来，在复杂多变形势和多重约束条件下，四川与重庆两地深化合作、共谋发展，保持强劲发展动 能，交出靓丽成绩单，形成了目标同向、措施一体、协作共赢的高质量发展新局面，坚定了我们不断推 动成渝地区双城经济圈建设走深走实的信心决心。 特色优势产业做大做强，支撑区域协同发展展现新气象。近五年来，重庆成都坚持以《成渝地区双城经 济圈建设规划纲要》为指导，着眼服务国家战略全局，聚焦双核引领，聚力唱好"双城记"、共建"经济 圈"，大力推进两地双核联动发展。 巴蜀一家亲，川渝一盘棋。 成都向东、重庆向西，双核引领是"双城记"奏响和弦的关键。今年是成渝地区双城经济圈建设川渝相向 而行、携手并进的第5个年头，五年来，在成渝地区双城经济圈建设浪潮中，在川渝合作机制框架下， 重庆成都相向而行、同向发力，合作领域不断拓展。成都作为双城经济圈极核城市，正携手重庆主城都 市区积极推动双核联动联建走深走实。 在"双城记"战略引领下，川渝两地A股上市公司主动担当，通过资本赋能、产业协同与科技创新，成为 区域高质量发展的核心引擎。在资本赋能方面，西南证券主动担当持续为川渝地区实体经济融资，助力 产业升级与区域资源整合。 在科技创新与产业协同领域 ...

Core Viewpoint - The article discusses the recent reforms and integration efforts among China's state-owned automotive enterprises, particularly in response to the rapid growth of the new energy vehicle (NEV) market, highlighting the need for efficiency and collaboration with technology companies like Huawei [3][4][6]. Group 1: Industry Trends - The penetration rate of new energy vehicles in the market increased to 45% from January to July 2025, indicating a significant shift in consumer preferences towards NEVs [3]. - The automotive industry is undergoing a transformation where traditional competition dynamics are shifting from "big fish eating small fish" to "fast fish eating slow fish," necessitating quicker adaptation by enterprises [4]. Group 2: Reform Initiatives - Major state-owned automotive companies are focusing on three key reform characteristics: enhancing efficiency by integrating R&D, product, and marketing; increasing collaboration with ICT companies; and maintaining a dual approach of independent R&D and joint ventures [3][4][6]. - The State-owned Assets Supervision and Administration Commission (SASAC) plans to implement separate assessments for NEV businesses of major state-owned automotive companies, emphasizing technology, market share, and future development [6]. Group 3: Company-Specific Developments - Dongfeng Motor Group has integrated its brands into Dongfeng Yipai Technology, aiming to streamline operations and improve decision-making efficiency [7]. - GAC Group is restructuring its marketing and R&D processes to enhance product development and align with user demands, while also focusing on reducing operational costs [8]. - Changan Automobile is pursuing a dual strategy of independent innovation and collaboration with global automotive firms, while also investing in smart technology solutions [9]. Group 4: Collaboration with Technology Firms - State-owned automotive companies are increasingly collaborating with Huawei and other ICT firms to enhance their technological capabilities, with projects focusing on joint development and marketing strategies [10][11]. - GAC Group has established a new company, Huawang Automotive, in partnership with Huawei, aiming to create high-end smart NEVs, with the first model expected to launch in 2026 [10][11]. Group 5: Future Outlook - The ongoing reforms and collaborations are expected to enhance the competitiveness and profitability of state-owned automotive enterprises, leading to improved operational efficiency and market positioning [13].

Group 1 - Multiple regions in China have recently suspended the acceptance of automobile replacement subsidy applications, while scrapping and updating subsidies continue to be processed [1] - The personal consumption loan interest subsidy policy, which will soon be launched, includes the automotive consumption sector [1] - In July 2025, China's new energy vehicle (NEV) production and sales reached 1.243 million and 1.262 million units, respectively, representing year-on-year growth of 26.3% and 27.4% [1] - From January to July 2025, NEV production and sales totaled 8.232 million and 8.22 million units, with year-on-year growth of 39.2% and 38.5% [1] - The penetration rate of NEVs continues to rise, with July's new NEV sales accounting for 48.7% of total new vehicle sales, a significant increase from the previous year [1] - NEV exports showed strong growth, with July exports reaching 225,000 units, a year-on-year increase of 120%, and cumulative exports from January to July totaling 1.308 million units, up 84.6% year-on-year [1] - The NEV market is expected to maintain high prosperity due to the ongoing effects of the trade-in policy and the launch of new models [1] Group 2 - As of August 15, 2025, the CSI New Energy Vehicle Industry Index (930997) rose by 2.05%, with constituent stocks such as Defu Technology (301511) up 9.46% and Keda Li (002850) up 6.33% [2] - The New Energy Vehicle ETF (515700) increased by 2.12%, with a latest price of 1.83 yuan [2] - The New Energy Vehicle ETF saw a turnover of 2.48% during the trading session, with a transaction volume of 56.7886 million yuan [2] - Over the past year, the New Energy Vehicle ETF has achieved an average daily transaction volume of 66.1291 million yuan [2] - The New Energy Vehicle ETF's scale increased by 10.1297 million yuan in the past week, ranking in the top half among comparable funds [2] - Leveraged funds continue to invest, with the latest financing purchase amounting to 2.8749 million yuan and a financing balance of 45.518 million yuan [2] - The New Energy Vehicle ETF's net value increased by 50.01% over the past year [4] - The ETF has recorded a maximum monthly return of 31.51% since its inception, with the longest consecutive monthly gains being five months and a total increase of 74.13% [4] Group 3 - As of July 31, 2025, the top ten weighted stocks in the CSI New Energy Vehicle Industry Index accounted for 55.33% of the index [5] - The top weighted stocks include CATL (300750), Huichuan Technology (300124), BYD (002594), and others [5][6]

Core Viewpoint - The smart electric vehicle sector is experiencing significant growth, as evidenced by the performance of the Zhongzheng Smart Electric Vehicle Index and the related ETF, indicating strong investor interest and market momentum [2][3]. Performance Summary - As of August 15, 2025, the Zhongzheng Smart Electric Vehicle Index (H11052) rose by 1.29%, with key stocks such as Yinlun Co., Ltd. (002126) increasing by 6.52% and Keda Li (002850) by 6.00% [2]. - The Smart Car ETF Taikang (159720) saw a 0.90% increase, with a recent price of 0.68 yuan. Over the past week, it has accumulated a 2.60% increase, ranking 1/4 among comparable funds [2]. - The trading volume for the Smart Car ETF Taikang was 139.85 million yuan, with a turnover rate of 2.7%. The average daily trading volume over the past year was 156.28 million yuan [2]. Fund Performance Metrics - The net value of the Smart Car ETF Taikang increased by 38.85% over the past year. The highest monthly return since inception was 27.78%, with the longest consecutive monthly gain being 3 months and an average monthly return of 7.95% [3]. - The fund's Sharpe ratio was 1.16 as of August 8, 2025, indicating strong risk-adjusted returns [3]. - The fund's management fee is 0.50%, and the custody fee is 0.10% [3]. Tracking and Composition - The Smart Car ETF Taikang closely tracks the Zhongzheng Smart Electric Vehicle Index, which includes companies involved in various aspects of the smart electric vehicle industry, reflecting the overall performance of listed companies in this sector [3]. - As of July 31, 2025, the top ten weighted stocks in the Zhongzheng Smart Electric Vehicle Index accounted for 60.99% of the index, with companies like CATL (300750) and BYD (002594) being the largest contributors [4]. Top Holdings Performance - The top ten holdings of the Smart Car ETF Taikang and their respective performance include: - CATL (300750): +0.24%, 14.97% weight - BYD (002594): -0.17%, 13.89% weight - Luxshare Precision (002475): +0.05%, 7.13% weight - Huichuan Technology (300124): +1.01%, 4.94% weight - Omnivision Technologies (603501): +1.17%, 4.42% weight - Great Wall Motors (601633): +2.66%, 3.80% weight - iFlytek (002230): +0.66%, 3.15% weight - Changan Automobile (000625): +0.54%, 3.00% weight - Sanhua Intelligent Control (002050): +4.42%, 2.80% weight - EVE Energy (300014): +2.88%, 2.66% weight [6].

新能车ETF紧密跟踪中证新能源汽车产业指数，其中电池板块权重占比近半。中证新能源汽车产业指数 选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等新能源汽车产业的上市公 司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体表现。 中信证券研报称，当前时点，旗帜鲜明看好中国电池核心资产的配置价值。短期来看，2025年第二季度 受供需持续改善影响，电池价格企稳，上游原材料成本下降、稼动率提升带来额外盈利弹性，电池板块 业绩有望超预期；中长期来看，供需改善趋势依然较为明确，同时商用车电动化、AI数据中心、海外 市场仍有望为头部企业带来超额增长。估值层面，中国电池核心资产较日韩企业仍具备显著优势，随着 后续更多电池企业H股上市，全球资金定价体系下，中国电池资产估值中枢有望得到进一步抬升。 新能车ETF(515700)，场外联接(平安中证新能车ETF联接A：012698；平安中证新能车ETF联接C： 012699；平安中证新能车ETF联接E：024504)。 数据显示，截至2025年7月31日，中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代 (300750)、汇川技术(300 ...

最新进展 广汽集团 埃安增资华望 打造"华为技术+广汽制造"生态 7月初广汽集团"掌门人"冯兴亚登门拜访任正非之后，广汽+华为联手的华望汽车项目，果然按下加速 键。 南都湾财社记者获悉，华望汽车项目近日又有最新进展。一方面，华望正式开启城市招募计划，首批40 城覆盖五大区域；另一边，广汽埃安向华望增资6亿元。 城市招募计划首批覆盖40城 根据官方公布的消息，8月13日正式开启城市招募计划，首批40城包括其大本营广州、深圳以及北京、 天津、上海、成都、重庆、武汉等核心城市，覆盖国内五大区域。每个城市计划招募1-2家合作伙伴， 后续批次需待首批完成后推进。 此前，华望汽车计划于2026年年中推出首款中大型豪华轿车，提供纯电/增程双版本；第二款中大型 SUV紧随其后。新车将搭载广汽制造(如弹匣电池)与华为智能方案(L3级自动驾驶)，定位30万级高端市 场。 同时，代理制结合"1+N"模式，直击传统4S店高成本痛点，较新势力直营更易规模化，或成为行业新范 式。 有消息称，自该招募计划8月8日预沟通以来，报名经销商以广汽系、百强集团及鸿蒙智行伙伴为主。不 过，华望汽车公关部人士告诉湾财社记者，此次城市招募计划，对于广汽 ...

Core Viewpoint - The collective share purchase by senior executives of Changan Automobile demonstrates confidence in the company's long-term investment value and future development prospects, enhancing investor confidence and aligning management interests with the company's growth strategy [3]. Group 1: Executive Share Purchase - The announcement of a collective share purchase by 19 senior executives of Changan Automobile, with a minimum individual investment of RMB 300,000, totals at least RMB 5.7 million [2]. - This is the first instance of a collective share purchase by senior executives of a central enterprise's listed subsidiary, indicating strong recognition of the company's value [3]. Group 2: New Group Formation - On July 29, 2025, the China Changan Automobile Group was established, integrating 117 subsidiaries, with the group holding 35.04% of Changan Automobile's shares, making it the indirect controlling shareholder [4]. - The new group's formation aims to enhance resource integration, strengthen industry chain collaboration, and improve governance efficiency, supporting the rapid development of new energy vehicles [4]. Group 3: New Energy Transition - From January to July 2025, the Deep Blue and Avita brands sold 170,000 and 69,000 vehicles respectively, representing year-on-year growth of 70.5% and 135.8% [5]. - The company plans to launch new models and accelerate global expansion, targeting annual sales of 500,000 vehicles in 2025, with 400,000 in the domestic market and 100,000 overseas [5]. Group 4: Financial Forecasts - Revenue projections for 2025-2027 are RMB 189.6 billion, RMB 209.5 billion, and RMB 233.5 billion, with corresponding net profits of RMB 8.9 billion, RMB 10.8 billion, and RMB 12.7 billion [6][7]. - The earnings per share (EPS) are expected to be RMB 0.89, RMB 1.09, and RMB 1.28 for the years 2025, 2026, and 2027 respectively, with price-to-earnings (PE) ratios of 15, 12, and 10 [6][7].

每经AI快讯，有投资者在投资者互动平台提问：公司有发展骑乘机器人吗？ （文章来源：每日经济新闻） 长安汽车（000625.SZ）8月14日在投资者互动平台表示，未来十年，公司将在新汽车领域投入超2000亿 元，新增超1万人规模的科技创新团队。打造陆海空立体出行解决方案，不断增强新兴产业和未来产业 竞争力。机器人方面，公司已围绕制造、出行等场景开展机器人业务和技术研究的布局，预计到2028 年，实现人形机器人生产下线应用。 ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：长安汽车有人形机器人概念吗？ 长安汽车（000625.SZ）8月14日在投资者互动平台表示，未来十年，公司将在新汽车领域投入超2000亿 元，新增超1万人规模的科技创新团队。打造陆海空立体出行解决方案，不断增强新兴产业和未来产业 竞争力。机器人方面，公司已围绕制造、出行等场景开展机器人业务和技术研究的布局，预计到2028 年，实现人形机器人生产下线应用。 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月14日消息，中金资本原董事长丁玮近日与外界失去联络引发关注。 今年7月初起，金融圈关于中金资本原董事长丁玮"失联"的消息悄然传出，并逐渐在市场中发酵。相关 传闻显示，丁玮自7月上旬起便失联，疑似已被纪检部门带走调查。 | 2天眼查 行政许可详情 | | × | | --- | --- | --- | | 决定书文号 | 厦发改外经备(2025)82号 | | | 审核类型 | 其他-其他 | | | 法定代表人 | | | | 许可内容 | 博润多策略(厦门)股权投资合伙企业(有限合伙)并购开曼群岛NovagenesiaTherapeutixInc.愈勉医药有限公 司12.30%股权项目。标的公司主要从事新药开发与技术服务。项目投资总额为419.6626万美元,中方投资额为 | | | | 419.6626万美元。 | | | 许可有效期 | | | | 许可决定日期 | 2025-05-29 | | | 许可截止日期 | 2027-05-28 | | | 地方编码 | | | | 决定机关 | 市发改委 | | | 数据更新时间 ...