CHANGAN AUTOMOBILE-B(000625)

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研判2025!中国汽车空调过滤器行业发展历程、产业链、市场规模、需求量及发展趋势分析:新能源汽车的蓬勃发展,推动行业市场规模增长至219.04亿元[图]
Chan Ye Xin Xi Wang· 2025-08-14 01:19
Industry Overview - The automotive air conditioning filter industry is gaining popularity as a crucial device for maintaining in-car air quality, driven by increasing environmental policies, consumer health awareness, and the growth of the electric vehicle sector [1][10] - The market size of China's automotive air conditioning filter industry was 15.316 billion yuan in 2020 and is projected to grow to 21.904 billion yuan by 2024, with a compound annual growth rate (CAGR) of 9.4% [1][10] - The application of automotive air conditioning filters is expanding into public transportation and logistics, further boosting industry growth [1][10] Industry Chain - The industry chain consists of upstream raw material suppliers, midstream production of air conditioning filters, and downstream automotive manufacturing and aftermarket services [6] - The demand for air conditioning filters is closely linked to new vehicle production, as manufacturers aim for nearly 100% integration of filters in new vehicles [12] Market Demand - The demand for automotive air conditioning filters in the aftermarket is increasing due to rising vehicle ownership, with a projected demand of 353 million units by 2024, reflecting a year-on-year increase of 5.1% [14] - The OEM market for automotive air conditioning filters is expected to reach a demand of 31.28 million units by 2024 [12] Competitive Landscape - The competitive landscape of the automotive air conditioning filter industry is characterized by a mix of multinational corporations and emerging local brands, with significant opportunities for new entrants [16] - Key players include Zhejiang Jinhai High-tech Co., Ltd., Anhui Phoenix Filter Co., Ltd., and Bosch (China) Investment Co., Ltd., among others [16][17] Development Trends - Technological innovation is a driving force for the industry, with a focus on lightweight, energy-efficient, and intelligent products [21] - The market is becoming increasingly diversified, with manufacturers needing to develop targeted products to meet the varying performance requirements of different vehicle brands and models [22] - Supply chain integration and optimization are essential for enhancing competitiveness, with manufacturers encouraged to leverage digital technologies for better supply chain management [23]
国企民企协同发展大有空间
Di Yi Cai Jing Zi Xun· 2025-08-14 01:17
Core Viewpoint - The meeting between Zhu Huarong, the new chairman of Changan Automobile Group, and Ren Zhengfei, founder of Huawei, symbolizes the collaboration and mutual learning between state-owned enterprises (SOEs) and private enterprises in China, emphasizing the importance of their synergistic development for building a strong automotive nation [2][3]. Group 1: Collaboration between Companies - Changan Automobile Group and Huawei are collaborating on the development of smart driving technologies and intelligent cockpit components, with Changan and CATL being the primary shareholders of Avita, a company focused on future mobility [3]. - The cooperation between SOEs and private enterprises is expected to generate significant energy and support for Changan's mission to build a strong automotive industry [3]. Group 2: Policy and Reform - The recent decisions from the 20th Central Committee emphasize the need for complementary advantages between different ownership structures, promoting the establishment of systems that facilitate collaboration between SOEs and private enterprises [3][4]. - Mixed-ownership reform is highlighted as a key direction to enhance capital integration and promote healthy development among various types of capital, while ensuring the leading role of state capital [4]. Group 3: Entrepreneurial Spirit - The exchange of ideas between SOEs and private enterprises is crucial, with the entrepreneurial spirit being a vital factor in the rapid development of the private economy since the reform and opening-up [5]. - The entrepreneurial spirit encompasses innovation, risk-taking, and the pursuit of new technologies and business models, which are essential for both SOE leaders and private entrepreneurs [5].
国企民企协同发展大有空间
第一财经· 2025-08-14 01:14
Core Viewpoint - The meeting between Zhu Huarong, the new chairman of Changan Automobile Group, and Ren Zhengfei, founder of Huawei, symbolizes the potential for collaboration and mutual learning between state-owned enterprises (SOEs) and private enterprises in China, emphasizing the importance of both sectors in driving high-quality development and modernization [2][3]. Group 1: Collaboration between SOEs and Private Enterprises - Changan Automobile Group, a newly established SOE, aims to build a strong automotive industry in China, while Huawei represents a leading private enterprise, showcasing the significance of cooperation between these two sectors [2][3]. - The collaboration between Changan, Huawei, and the new brand Avita focuses on future mobility, with Huawei providing smart driving algorithms and intelligent cockpit components, which could significantly enhance Changan's capabilities [3]. - The 20th National Congress of the Communist Party of China emphasizes the need for SOEs and private enterprises to complement each other's advantages and foster a collaborative environment, which includes establishing supportive institutional frameworks [3][4]. Group 2: Entrepreneurial Spirit and Innovation - The article highlights the importance of entrepreneurial spirit in both SOEs and private enterprises, which includes innovation, risk-taking, and the pursuit of new technologies and business models [4]. - The call for promoting entrepreneurial spirit aligns with the goal of building world-class enterprises through reform and fair competition, indicating that both sectors can learn from each other’s strengths [4]. - The resilience and vitality of private enterprises, despite challenges, demonstrate the potential for dynamic collaboration and innovation when combined with the resources and stability of SOEs [4].
一财社论:国企民企协同发展大有空间
Di Yi Cai Jing· 2025-08-13 13:43
Core Viewpoint - The interaction between state-owned enterprises (SOEs) and private enterprises (PEs) represents a significant opportunity for mutual learning and collaboration, which can enhance the overall competitiveness of the automotive industry in China [1][2][3] Group 1: Collaboration between SOEs and PEs - The meeting between Zhu Huarong, Chairman of Changan Automobile Group, and Ren Zhengfei, founder of Huawei, symbolizes the potential for collaboration between SOEs and PEs, focusing on industry competition and future market dynamics [1] - Changan Automobile Group, as a newly established SOE, aims to contribute to building a strong automotive nation, while Huawei, a leading PE, offers valuable insights and support for Changan's brands, including Avita [2] - The collaboration is expected to leverage the strengths of both parties, particularly in the areas of smart driving algorithms and intelligent cockpit components, which will significantly benefit Changan's mission [2] Group 2: Policy and Reform Directions - The recent decisions from the 20th Central Committee emphasize the importance of promoting complementary advantages between different ownership structures, aiming to eliminate barriers to SOE and PE collaboration [2] - Mixed-ownership reform is highlighted as a key direction to enhance capital integration and promote healthy development among various types of capital, ensuring that market factors are considered alongside state capital [2] Group 3: Entrepreneurial Spirit - The exchange of ideas between SOEs and PEs is crucial, with the entrepreneurial spirit being a vital component for driving innovation and competitiveness in the market [3] - The emphasis on fostering an entrepreneurial spirit among all types of enterprises is aimed at accelerating the development of world-class companies through innovation and fair competition [3] - The resilience and vitality of PEs, even after facing challenges, underscore the importance of vision, strategy, wisdom, and passion in driving growth and innovation [3]
长安汽车:第九届董事会第四十三次会议决议公告
Zheng Quan Ri Bao· 2025-08-13 12:40
证券日报网讯 8月13日晚间,长安汽车发布公告称,公司第九届董事会第四十三次会议审议通过了《关 于增补董事会专门委员会成员的议案》。 (文章来源:证券日报) ...
长安汽车申请一种汽车背门控制方法等专利,显著提升用户在日常使用中的便捷性
Jin Rong Jie· 2025-08-13 11:08
专利摘要显示,本发明涉及汽车技术领域,具体涉及一种汽车背门控制方法、装置、计算机设备及汽 车,其中汽车背门控制方法包括:获取控制指令,其中控制指令包括以下中的任意一个:背门玻璃下 降、背门玻璃下降且车顶开启、背门玻璃关闭、背门玻璃关闭且车顶关闭、侧门开合、背门开合;根据 控制指令选取控制逻辑;根据控制逻辑控制执行机构,其中执行机构包括以下中的至少一个:玻璃调节 装置、车顶调节装置、背门侧开调节装置、背门下翻调节装置。其根据不同场景需求灵活控制背门及相 关结构,显著提升了用户在日常使用中的便捷性和操作自由度。 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964个。 金融界2025年8月13日消息,国家知识产权局信息显示,重庆长安汽车股份有限公司申请一项名为"一种 汽车背门控制方法、装置、计算机设备及汽车"的专利,公开号CN1204 ...
长安汽车: 第九届董事会第四十三次会议决议公告
Zheng Quan Zhi Xing· 2025-08-13 09:16
证券代码:000625(200625) 证券简称:长安汽车(长安 B) 公告编号:2025-48 重庆长安汽车股份有限公司 表决结果:同意 9 票,反对 0 票,弃权 0 票。 增补邓威先生担任董事会审计委员会成员、李震宇先生担任董事会战略与 投资委员会成员,任期自本次董事会会议审议通过之日起至第九届董事会任期 届满之日止。本次增补完成后,董事会审计委员会成员为汤谷良先生(召集人)、 邓威先生、杨新民先生,战略与投资委员会成员为邓威先生、李震宇先生 。 重庆长安汽车股份有限公司董事会 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 公司于 2025 年 8 月 13 日召开第九届董事会第四十三次会议,会议通知及 文件于 2025 年 8 月 11 日通过邮件等方式送达公司全体董事。会议应到董事 9 人,实际参加表决的董事 9 人。本次会议的召开符合《公司法》和《公司章程》 等有关规定,会议形成的决议合法、有效。会议以书面表决方式审议通过了《 关 于增补董事会专门委员会成员的议案》。 ...
兵装重组概念涨5.58%,主力资金净流入这些股
Zheng Quan Shi Bao Wang· 2025-08-13 09:15
Group 1 - The core viewpoint of the news is that the military equipment restructuring concept has seen a significant increase of 5.58%, leading the concept sector in terms of growth, with six stocks rising, including Changcheng Military Industry and Hunan Tianyan reaching the daily limit [1] - The top gainers in the military equipment restructuring concept include Hunan Tianyan, which saw a net inflow of 7.41 billion yuan, followed by Changcheng Military Industry and Huachuang Technology with net inflows of 6.17 billion yuan and 525.3 million yuan respectively [1][2] - The military equipment restructuring concept has attracted a total net inflow of 1.45 billion yuan, with six stocks receiving over 30 million yuan in net inflow [1] Group 2 - Hunan Tianyan, Changcheng Military Industry, and Huachuang Technology have the highest net inflow ratios at 40.76%, 13.79%, and 9.11% respectively [2] - The trading performance of Hunan Tianyan and Changcheng Military Industry both recorded a daily increase of 10.01%, indicating strong market interest [2] - The turnover rates for the top stocks in the military equipment restructuring concept are notable, with Hunan Tianyan at 15.70% and Changcheng Military Industry at 9.42% [2]
长安汽车:8月13日召开董事会会议
Mei Ri Jing Ji Xin Wen· 2025-08-13 09:07
长安汽车8月13日晚间发布公告称,公司于2025年8月13日召开第九届董事会第四十三次会议,会议以书 面表决方式审议通过了《关于增补董事会专门委员会成员的议案》。 (文章来源:每日经济新闻) ...
长安汽车(000625) - 第九届董事会第四十三次会议决议公告
2025-08-13 08:45
证券代码:000625(200625) 证券简称:长安汽车(长安 B) 公告编号:2025-48 重庆长安汽车股份有限公司 2025 年 8 月 14 日 公司于 2025 年 8 月 13 日召开第九届董事会第四十三次会议,会议通知及 文件于 2025 年 8 月 11 日通过邮件等方式送达公司全体董事。会议应到董事 9 人,实际参加表决的董事 9 人。本次会议的召开符合《公司法》和《公司章程》 等有关规定,会议形成的决议合法、有效。会议以书面表决方式审议通过了《关 于增补董事会专门委员会成员的议案》。 表决结果:同意 9 票,反对 0 票,弃权 0 票。 增补邓威先生担任董事会审计委员会成员、李震宇先生担任董事会战略与 投资委员会成员,任期自本次董事会会议审议通过之日起至第九届董事会任期 届满之日止。本次增补完成后,董事会审计委员会成员为汤谷良先生(召集人)、 邓威先生、杨新民先生,战略与投资委员会成员为邓威先生、李震宇先生。 重庆长安汽车股份有限公司董事会 第九届董事会第四十三次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、 误导性陈述或重大遗漏。 ...