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乘用车板块9月24日跌2.47%,上汽集团领跌,主力资金净流出9.27亿元
证券之星消息,9月24日乘用车板块较上一交易日下跌2.47%,上汽集团领跌。当日上证指数报收于 3853.64,上涨0.83%。深证成指报收于13356.14,上涨1.8%。乘用车板块个股涨跌见下表: 从资金流向上来看,当日乘用车板块主力资金净流出9.27亿元,游资资金净流入2.67亿元,散户资金净流 入6.6亿元。乘用车板块个股资金流向见下表: | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净点比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 6873.26万 | 1.38% | -7316.25万 | -1.47% | 442.99万 | 0.09% | | 601238 广汽集团 | | 1853.07万 | 7.62% | 678.23万 | 2.79% | -2531.30万 | -10.41% | | 601633 长城汽车 | | -207.19万 | -0.71% | 11.97万 | 0.04% | 195.22万 | ...
上汽总裁称余承东对尚界H5初始方案不满意,提了非常多要求;董明珠回应说话太满:是一种自信;李想直言苹果17 Pro Max太丑了
雷峰网· 2025-09-24 00:34
Key Points - Jinzi Ham (002515.SZ) is venturing into the semiconductor industry with a planned investment of up to 300 million yuan to acquire up to 20% equity in Zhongsheng Microelectronics, indicating a strategic shift towards high-growth sectors like AI and optical communication [3][5] - The company's stock surged to a daily limit of 7.85 yuan, resulting in a market capitalization increase of nearly 1 billion yuan on September 23 [3] - Jinzi Ham has previously attempted to diversify into healthcare and internet finance, but most of these ventures were unsuccessful [5] Group 1 - Jinzi Ham's investment in Zhongsheng Microelectronics reflects a broader trend of traditional companies diversifying into technology sectors [3][5] - The company aims to leverage the growth potential of the AI industry and optical communication markets [3] - The announcement of this investment comes after a change in the company's controlling shareholder and management team [5] Group 2 - The stock market reaction to Jinzi Ham's announcement demonstrates investor confidence in the company's new direction [3] - The investment strategy aligns with the increasing interest in semiconductor technology amid rising demand for AI applications [3][5] - Jinzi Ham's core business remains in meat products, but this move signifies a potential shift in focus towards technology-driven growth [3][5]
长安福特前8月国内挂牌销量跌7% 总资产两年降逾89亿负债率89.3%
Chang Jiang Shang Bao· 2025-09-23 23:17
Core Viewpoint - Changan Ford is experiencing a significant decline in sales and total assets, leading to a slow electric transformation and potential operational challenges [2][3][21]. Sales Performance - In the first eight months of 2025, Changan Ford sold 68,400 vehicles, a decrease of approximately 7% compared to 73,600 vehicles in the same period last year [3][12]. - The company's flagship model, the Mondeo, sold 33,200 units in the same period, down about 6.8% year-on-year [12]. - The EVOS model has reportedly ceased production due to poor sales, with no sales data reported since February 2025 [12][13]. Financial Status - As of mid-2025, Changan Ford's total assets amounted to 22.666 billion yuan, a decrease of approximately 16% from 26.96 billion yuan the previous year [19]. - The company's net assets increased by about 73% year-on-year to 2.423 billion yuan, while the debt ratio stood at 89.3% [19][20]. - Over the past two years, total assets have decreased by more than 8.9 billion yuan, representing a decline of about 28% [21]. Management Changes - Wang Xiaofei has been appointed as the new Executive Vice President of Changan Ford, taking over from Yang Dayong, and will also lead the company's new energy initiatives [4][5]. - Wang Xiaofei has a long history with Changan, having joined the company in 2005 and held various leadership roles [4]. Strategic Direction - Changan Ford's electric transformation is perceived to be slow, with company representatives acknowledging the challenges in shifting the mindset of joint venture automotive operations [21]. - The company is focusing on a high-end, hybrid, and fuel strategy, aiming to become a "big fish in a small pond" despite a potentially limited consumer base [21].
长安汽车:正全力投入固态电池研发,预计2026年实现装车验证
Xin Lang Cai Jing· 2025-09-23 12:13
Core Viewpoint - The company has established an advanced battery research institute to accelerate the development of next-generation batteries, focusing on solid-state battery technology [1] Group 1: Company Initiatives - The company is fully committed to the research and development of solid-state batteries [1] - The company aims to achieve solid-state battery vehicle validation by 2026 [1] - The company plans to gradually mass-produce all-solid-state batteries by 2027, targeting an energy density of 400Wh/kg [1]
长安汽车:正全力投入固态电池研发 预计2026年实现装车验证
Di Yi Cai Jing· 2025-09-23 12:07
Core Viewpoint - The company has established an advanced battery research institute to accelerate the development of next-generation batteries, focusing on solid-state batteries with a target for vehicle validation by 2026 and gradual mass production by 2027, achieving an energy density of 400Wh/kg [2] Group 1 - The company is integrating industry resources to enhance battery research and development [2] - The focus on solid-state battery technology indicates a strategic shift towards advanced energy solutions [2] - The timeline for solid-state battery validation and production highlights the company's commitment to innovation in the automotive sector [2]
捷豹路虎:受网络安全事件影响,停产延长至10月1日;现代汽车将于明年推出首款后驱豪华混合动力车丨汽车交通日报
创业邦· 2025-09-23 10:30
1.【现代汽车将于明年推出首款后驱豪华混合动力车】现代汽车日前在美国举办2025 CEO投资者大 会,并公布中长期战略。在发布的中长期战略规划中,现代汽车计划将从明年起陆续推出混合动力 (HEV)、纯电动(EV)、增程式电动车(EREV)和氢燃料电池(FCVC)车型;明年还将推出集 团首款基于后轮驱动架构的豪华混合动力车,并陆续开发入门级混动车型。(界面新闻) 2. 【长安汽车朱华荣:长安人事调整有多方考量,未来各事业品牌独立经营】阿维塔战略2.0近日正 式发布。此前长安汽车副总裁王辉已接棒朱华荣出任阿维塔科技董事长,全面统筹阿维塔科技战略规 划与决策、经营管理、全球业务等工作。长安汽车董事长朱华荣对此回应了近期长安汽车的一系列人 事调整,他表示这是基于多方面考量,未来各事业品牌、事业部要独立经营。(新京报) 3.【捷豹路虎:受网络安全事件影响,停产延长至10月1日】捷豹路虎(Jaguar Land Rover)9月 23日声明称,已通知员工、供应商及合作伙伴,因网络安全事件影响,将当前停产状态延长至2025 年10月1日。公司将在此期间制定分阶段恢复运营的时间表并持续推进调查工作。捷豹路虎于9月初 发现这一 ...
长安汽车朱华荣:未来各事业品牌独立经营
Jing Ji Guan Cha Bao· 2025-09-23 09:39
(原标题:长安汽车朱华荣:未来各事业品牌独立经营) 9月23日讯,阿维塔战略2.0近日正式发布。此前长安汽车副总裁王辉已接棒朱华荣出任阿维塔科技董事 长,全面统筹阿维塔科技战略规划与决策、经营管理、全球业务等工作。长安汽车董事长朱华荣对此回 应了近期长安汽车的一系列人事调整,他表示这是基于多方面考量,未来各事业品牌、事业部要独立经 营。 ...
汽车行业月报:稳增长工作方案出台,助力行业高质量发展-20250923
Zhongyuan Securities· 2025-09-23 09:17
Investment Rating - The report maintains an "Outperform" rating for the automotive industry [1][9][10] Core Insights - The automotive industry is experiencing stable growth, with production and sales showing month-on-month increases. In August, production reached 2.8154 million vehicles, and sales reached 2.8566 million vehicles, representing month-on-month growth of 8.66% and 10.15% respectively [9][27] - The report highlights the positive impact of government policies aimed at stabilizing growth in the automotive sector, including the implementation of a vehicle trade-in program and measures to address industry competition [9][89] - The penetration rate of new energy vehicles (NEVs) continues to rise, reaching 48.84% in August, with production and sales of NEVs at 1.3905 million and 1.3953 million vehicles respectively, reflecting year-on-year growth of 27.35% and 26.84% [9][67] Summary by Sections 1. Industry Performance Review - As of September 22, the automotive (CITIC) industry index increased by 4.46%, outperforming the CSI 300 index by 3.88 percentage points, ranking 5th among 30 CITIC primary industries [13][17] - Over half of the stocks in the automotive sector saw gains, with 230 out of 260 stocks rising [19][20] - The industry valuation has slightly improved, with a PE (TTM) of 34.84 times, ranking 15th among CITIC primary industries [21][22] 2. Key Industry Data Tracking 2.1 Industry Overview - In August, the automotive industry returned to growth, with production and sales showing significant increases compared to previous months [27][33] - The inventory level of automotive dealers remains below the warning line, indicating healthy market conditions [27][30] 2.2 Passenger Vehicles: Production and Sales Growth - In August, production and sales of passenger vehicles reached 2.5001 million and 2.5403 million respectively, with year-on-year growth of 12.54% and 16.46% [41][51] - Domestic brands accounted for 69.53% of the market share, showing a year-on-year increase [51][54] 2.3 Commercial Vehicles: New Energy Heavy Truck Market Share Hits Record High - In August, commercial vehicle production and sales reached 315,300 and 316,300 units respectively, with significant year-on-year growth [59][61] - The market share of new energy heavy trucks reached a record high of 26.61% in August [61][62] 2.4 New Energy Vehicles: Penetration Rate Continues to Rise - The production and sales of new energy vehicles in August were 1.3905 million and 1.3953 million respectively, with a penetration rate of 48.84% [67][71] - Cumulative production and sales of new energy vehicles from January to August reached 9.625 million and 9.620 million respectively, with a market share of 45.53% [67][81] 3. Important Industry Company News - The report discusses the recent launch of several new models, including the Model Y L and Model 3, highlighting the ongoing innovation in the automotive sector [87][90] - The Ministry of Industry and Information Technology has issued a plan to stabilize growth in the automotive industry, aiming for a total vehicle sales target of approximately 32.3 million units in 2025 [89][90]
长安汽车朱华荣:长安人事调整有多方考量 未来各事业品牌独立经营
Ge Long Hui· 2025-09-23 07:09
格隆汇9月23日|阿维塔战略2.0近日正式发布。此前长安汽车副总裁王辉已接棒朱华荣出任阿维塔科技 董事长,全面统筹阿维塔科技战略规划与决策、经营管理、全球业务等工作。长安汽车董事长朱华荣对 此回应了近期长安汽车的一系列人事调整,他表示这是基于多方面考量,未来各事业品牌、事业部要独 立经营。 ...
朱华荣:长安人事调整有多方考量,未来各事业品牌独立经营
Bei Ke Cai Jing· 2025-09-23 06:54
Core Viewpoint - Changan Automobile's commitment to Avita remains strong and is set to expand, emphasizing the need for mechanisms and ecosystems to support its brands [1][2]. Group 1: Strategic Developments - Avita's Strategy 2.0 has been officially launched, with Wang Hui taking over as Chairman to oversee strategic planning and global operations [1]. - The establishment of the new central enterprise allows Changan to leverage abundant resources across various sectors, including finance and logistics, enhancing its strategic partnerships [2]. Group 2: Leadership Changes - The recent leadership changes at Avita are driven by the need for dedicated management to focus on global market expansion, with a goal of achieving a 50-50 balance between domestic and international operations [3]. - Changan's leadership adjustments are based on six considerations, including independent operation of brands, talent optimization, and resource integration to enhance efficiency and global competitiveness [3][4]. Group 3: Market Positioning - Changan emphasizes the importance of "product power," "traffic power," and "ecological power," highlighting the need to adapt to new media dynamics and strengthen its ecosystem [1][2]. - The company aims to support Avita and other brands through strategic collaborations, ensuring they have the necessary resources for growth [2].