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。 ...

| 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) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601238 广汽集团 | | 1952.64万 | 10.11% | -1973.97万 | -10.22% | 21.33万 | 0.11% | | 601633 长城汽车 | | 173.01万 | 0.23% | 1749.18万 | 2.29% | -1922.19万 | -2.51% | | 000572 海马汽车 | | -5964.92万 | -26.61% | 1677.73万 | 7.48% | 4287.19万 | 19.13% | | 002594 比亚迪 | | -9969.77万 | -2.03% | 1.34亿 | 2.73% | -3411.07万 | -0.69% | | 000625 长安汽车 | | -1.347 | -10.59% | 2568.24万 | 2.02% | 1.09亿 | 8.56% | | 600733 北汽蓝 ...

（文章来源：每日经济新闻） 民生证券8月13日发布研报称，给予长安汽车（000625.SZ）推荐评级。评级理由主要包括：1）首次增 持助力公司做强做优；2）长安汽车新集团成立深化资源整合协同；3）阿维塔、深蓝发力新能源转型加 速。风险提示：行业需求下滑；自主品牌销量不及预期；行业"价格战"加剧；出口销量不及预期。 ...

Investment Rating - The report maintains a "Recommended" rating for the company, indicating a potential upside of over 15% relative to the benchmark index [6][13]. Core Viewpoints - The collective share purchase by 19 executives, amounting to at least RMB 5.7 million, reflects strong confidence in the company's long-term investment value and future growth prospects [1]. - The establishment of the new China Changan Automobile Group aims to enhance resource integration and improve governance efficiency, supporting the rapid development of new energy vehicles [2]. - The company is accelerating its transition to new energy with significant sales growth in its brands, Deep Blue and Avita, which saw year-on-year increases of 70.5% and 135.8%, respectively [3]. - The revenue forecasts for 2025-2027 are projected at RMB 189.6 billion, RMB 209.5 billion, and RMB 233.5 billion, with net profits expected to be RMB 8.9 billion, RMB 10.8 billion, and RMB 12.7 billion respectively [4][5]. Summary by Sections Executive Share Purchase - The report highlights a significant event where executives collectively purchased shares, signaling confidence in the company's future [1]. New Group Formation - The formation of the new group consolidates 117 subsidiaries, with the state-owned asset supervision and administration commission remaining the actual controller, enhancing operational efficiency and international competitiveness [2]. New Energy Vehicle Strategy - The company plans to launch new models and aims for a total sales target of 3 million vehicles by 2025, with 1 million being new energy vehicles [3]. Financial Projections - Revenue and profit forecasts indicate a positive growth trajectory, with expected increases in both revenue and net profit over the next few years [4][5].

此外，第三代UNI-V还搭载同级独有的多车乐团，支持2~8辆车任意组合律动灯舞，以及99台车辆同时 播放音乐；还可以一键开启无麦K歌。 与此同时，第三代UNI-V还全系标配电动尾翼+电动掀背门，行车过程中，启动赛道模式或时速超过90 公里，电动尾翼自动升起，提供最大270N下压力，让车身贴地行驶更平稳。 其采用全新样式的液晶仪表以及14.6英寸悬浮式中控屏，搭载AI大模型语音，接入DeepSeek，实现了不 记指令也可自由对话；兼容万象的手车互联，支持主流品牌手机与车机互联。搭载同级独有的18个扬声 器和杜比全景声，结合全球首发搭载腾讯参与孵化的AI座舱品牌TTi 旗下Sound AI音效算法、真7.14全 景环绕声、六大音效模式，带来更好的车载音效体验。 8月7日，长安第三代UNI-V正式上市，新车共推出4款配置车型，官方指导价为10.29万-11.99万元。作 为长安UNI 序列的销量担当，UNI-V自2022年上市以来，累计销量已经超过了35万辆。 动力方面，第三代UNI-V推出2.0T和1.5T两款动力版本车型。其中，2.0T车型首搭"新一代蓝鲸2.0T发动 机+爱信8AT手自一体变速器"的动力组合， ...

这一决策背后，是长安汽车对行业趋势的精准把握与自身竞争力的充分自信。2025年国内新能源汽车市场持续高歌猛进，前7个月乘用车零售量达1272.8 万辆，同比增长10.1%。在此背景下，长安汽车7月新能源销量突破8万辆，同比增幅达74.05%；前7月累计产量140.13万辆、销量156.59万辆，分别同比增 长1.59%和4.07%，展现出强劲的市场爆发力。 华夏时报记者刘凯北京报道 8月11日晚间，重庆长安汽车（000625）股份有限公司发布公告称，公司及间接控股股东中国长安汽车集团有限公司共19名董事、高级管理人员计划自8月 12日起6个月内，通过集中竞价交易方式增持公司A股股份，合计金额不低于570万元。 在业内看来，此次增持恰逢中国长安汽车集团成立后的关键节点。今年7月29日，由原兵器装备集团分立重组的中国长安汽车集团在重庆正式挂牌，成为 国内第三家汽车央企，旗下拥有117家分子公司，覆盖整车及零部件研发、制造、商贸、物流等全产业链。新央企的成立不仅为长安汽车注入强劲动能， 更标志着这家传统车企正以"技术垂直整合+制造水平分工+产能平台共享"的创新模式，开启向智能低碳出行科技公司的全面转型。 信心、价值 ...

长安汽车（000625）今日盘中发布公告称，公司间接控股股东将变更为中国长安汽车集团有限公司。 全景网了解到，中国长安汽车集团有限公司成立大会已于当日在重庆举行，就此标志着首家总部落户重 庆的一级央企开始挂牌运营。 据介绍，中国长安汽车集团有限公司由原兵器装备集团分立而成，由国务院国资委履行出资人职责。该 集团拥有117家分公司和子公司，主要经营业务有汽车整车及零部件、汽车销售、摩托车、金融及物流 服务等。 待本次权益变动后，中国长安汽车集团有限公司及其一致行动人将合计持有长安汽车35.04%的股份， 并成为上市公司的间接控股股东。 国务院国资委网站显示，此次改革后，国务院国资委监管的中央企业数量共计100家，中国长安汽车集 团有限公司位列"央企名录"第73位。 长安汽车实控人权益结构.jpg 值得指出的是，作为"新长安"的核心资产，长安汽车近年来市场份额持续巩固——其全球销量从2020年 的200万辆增长至2024年的268.4万辆，增幅达34.2%。2025年上半年，公司整车累计销量135.5万辆，同 比继续保持增长态势；其中新能源汽车销售45.2万辆，同比增长49.1%；海外市场累计销售29.9万辆， ...

Core Viewpoint - The commercial vehicle market in China experienced fluctuations in sales throughout 2025, with July marking a significant increase in year-on-year sales, indicating a competitive landscape among manufacturers [1][26]. Sales Performance - In July 2025, the commercial vehicle market sold 306,000 units, representing a month-on-month decrease of 17% but a year-on-year increase of 14%, marking the first consecutive monthly increase of the year [3][26]. - The cumulative sales from January to July 2025 reached 2.4277 million units, showing a year-on-year growth of 4%, with an increase of over 90,000 units compared to the same period last year [7][17]. Historical Context - The sales trend for July over the past five years has shown a pattern of fluctuations, with July 2025's sales being the second highest in this period, only behind July 2021 [5][26]. - The cumulative sales for the first seven months of 2025 are considered normal, ranking second in the last five years, but still falling short by nearly 800,000 units compared to the highest sales in 2021 [7][17]. Market Share and Rankings - In July 2025, the top ten manufacturers collectively held a market share of 76.09%, with the top five alone accounting for over 50% [14][22]. - Foton led the sales with 45,500 units, followed by China National Heavy Duty Truck Group and Dongfeng, with sales of 31,100 and 30,000 units respectively [9][11]. Competitive Landscape - The competition among manufacturers remains intense, with small differences in market share among neighboring companies, indicating potential for shifts in rankings [26]. - Notably, Foton and China National Heavy Duty Truck Group saw significant increases in market share, with Foton's share rising to 15.21% and China National Heavy Duty Truck Group's to 10.03% [22][23]. Future Outlook - The commercial vehicle market is expected to continue its competitive dynamics, with close monitoring of sales performance and market share shifts among key players [26].

融券方面，当日融券卖出1.82万股，净卖出0.98万股。 最近三个交易日，8日-12日，长安汽车分别获融资买入0.69亿元、0.97亿元、1.46亿元。 8月12日，沪深两融数据显示，长安汽车获融资买入额1.46亿元，居两市第155位，当日融资偿还额1.76 亿元，净卖出2992.77万元。 ...

Core Insights - The meetings between automotive executives and Huawei's founder Ren Zhengfei signify a strategic exploration of future development directions in the automotive industry, emphasizing the integration of technology and automotive sectors [5][15]. - The collaboration between automotive companies and Huawei is aimed at leveraging advanced technology to enhance sustainable development and adapt to the evolving market demands [5][11]. Group 1: Company Collaborations - Changan Automobile's new chairman Zhu Huarong and general manager Zhao Fei visited Huawei to discuss competitive dynamics and future strategies, receiving valuable insights from Ren Zhengfei [1]. - GAC Group's chairman Feng Xingya also met with Ren Zhengfei to explore marketing innovation and cooperation projects, highlighting the importance of Huawei's advanced experience for GAC's reform and development [3]. - The partnership between Changan and Huawei dates back to 2018, focusing on technology support rather than equity participation, with Huawei providing significant technical assistance to the Avita brand [5][7]. Group 2: New Brand Developments - Avita Technology invested 11.5 billion yuan to acquire a 10% stake in Huawei's subsidiary, indicating a deepening collaboration in smart driving and intelligent cockpit technologies [7]. - GAC Group signed a cooperation agreement with Huawei to establish a new high-end smart electric vehicle brand named "Huawei Wang," with plans for the first model to launch in 2026 [9]. - GAC Aion plans to invest in "Huawei Wang," reflecting a broader strategy among GAC's brands to collaborate with Huawei [9]. Group 3: Industry Trends - The automotive industry is undergoing significant transformation towards electrification and intelligence, with traditional automakers facing challenges from rapid technological advancements and changing market demands [9][11]. - Huawei's strong R&D capabilities and comprehensive manufacturing strengths position it as a preferred partner for automotive companies seeking to enhance their technological edge [11][13]. - Collaborations with Huawei allow automotive companies to access advanced technology, global market channels, and brand influence, fostering innovation and efficiency across the automotive supply chain [13][15].