据乘联分会最新销量数据统计，2025年7月份国内狭义乘用车市场零售销量达183.7万辆，同比增长 6.9%，环比下降11.9%；1-7月份累计销量1274.0万辆，同比增长10.2%。 具体看，7月乘用车厂商零售、出口、批发和生产均创当月历史新高。随着反内卷的深入，今年车市价 格战稍显平和。"两新政策"叠加厂补加码等措施让7月新能源车国内零售渗透率升到53.7%，新能源车呈 现出了由报废更新、以旧换新叠加新能源免征购置税等普惠政策托底背景下的新能源平稳强势增长。今 年总体车市预计朝着"前低中高后平"的走势发展。 | NO. | 自 厂商 | 2025.7 | 环比 | 目比 | 份额 | | --- | --- | --- | --- | --- | --- | | 1 | 比亚迪汽车 | 341,030 | -9.7% | 0.1% | 15.2% | | 2 | 吉利汽车 | 237,735 | 0.7% | 57.7% | 10.6% | | 3 | 奇瑞汽车 | 215,278 | -4.2% | 13.8% | 9.6% | | ব | 长安汽车 | 136,484 | -1.5% | 41.6% ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-11 | 000625 | 长安汽车 | 12.42 | 25.00 | 310.50 | 华泰证券股份有限 | 华泰证券股份有限 | | | | | | | | 公司深圳深南大道 | 公司深圳深南大道 | | | | | | | | 证券营业部 | 证券营业部 | 8月11日，长安汽车大宗交易成交25万股，成交额310.5万元，占当日总成交额的0.31%，成交价12.42元，较市场收盘价12.95 元折价4.09%。 ...

齐鲁晚报·齐鲁壹点 张雪 8月8日，刚刚履新11天的中国长安汽车集团党委书记、董事长朱华荣率队奔赴深圳华为总部。这场看似 寻常的企业拜访在业内掀起波澜——朱华荣在社交媒体上感慨，任正非的 "视野、格局、睿智、激情" 令团队"受益匪浅，令人敬佩"。 当日，华为可谓是"全明星"阵容亮相：创始人任正非、董事长徐直军、智能汽车解决方案BU CEO余承 东等核心高管悉数出席。话题聚焦产业竞争态势与未来格局，任正非更针对长安旗下高端品牌阿维塔提 出具体发展建议。 履新11天闪电赴深 重组央企急寻战略合作 7月29日，中国长安汽车集团在重庆正式挂牌，成为继中国一汽、东风集团之后第三家央企汽车集团。 这家由原兵器装备集团分立而成的新巨头，整合117家分子公司，承载着央企改革与汽车强国战略的双 重使命。 在国务院国资委的任命中，朱华荣执掌这家新央企的帅印。摆在面前的是未来5年推出50余款新能源产 品，2030年实现年销500万辆（新能源占比60%）的艰巨任务。 阿维塔的"Hi Plus模式" 技术联盟的深度实验 据悉，会谈中反复提及的阿维塔品牌，成为双方合作的战略支点。这个诞生于2018年（前身为长安蔚 来）的品牌，在2021 ...

资金流入比率方面，长安汽车、长城军工、建设工业等流入比率居前，主力资金净流入率分别为 8.10%、5.37%、0.95%。（数据宝） 兵装重组概念资金流入榜 截至8月11日收盘，兵装重组概念上涨2.90%，位居概念板块涨幅第8，板块内，6股上涨，长城军工涨 停，湖南天雁、建设工业、长安汽车等涨幅居前，分别上涨5.18%、2.93%、1.25%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | PEEK材料 | 5.99 | 中船系 | -1.24 | | MicroLED概念 | 3.32 | 黄金概念 | -0.28 | | 天津自贸区 | 3.27 | 金属铅 | -0.27 | | AI PC | 3.11 | 金属锌 | -0.23 | | MiniLED | 3.11 | 可燃冰 | -0.10 | | 同花顺果指数 | 3.09 | 高股息精选 | 0.02 | | 共封装光学(CPO) | 2.91 | 同花顺中特估100 | 0.07 | | 兵装重组概念 | 2.90 | 大豆 | 0.11 ...

Core Viewpoint - The domestic narrow passenger car market in China showed a retail sales volume of 1.837 million units in July 2025, representing a year-on-year increase of 6.9% but a month-on-month decrease of 11.9%. Cumulative sales from January to July reached 12.74 million units, up 10.2% year-on-year [2][4]. Sales Performance - July 2025 saw record highs in retail, export, wholesale, and production for passenger car manufacturers. The price war in the car market has calmed down, and the penetration rate of new energy vehicles (NEVs) reached 53.7% due to supportive policies [4]. - The overall car market is expected to follow a "low in the front, high in the middle, and flat in the back" trend for the year [4]. Wholesale Sales Rankings (July 2025) - BYD Auto led with wholesale sales of 341,030 units, a decrease of 9.7% month-on-month but a slight increase of 0.1% year-on-year, capturing 15.2% market share [5]. - Geely Auto and Chery Auto followed with 237,735 units (up 57.7% year-on-year) and 215,278 units (up 13.8% year-on-year), respectively [5]. Retail Sales Rankings (July 2025) - BYD Auto also topped the retail sales with 274,644 units, down 22.0% month-on-month and down 11.9% year-on-year, holding a 14.9% market share [7]. - Geely Auto achieved 202,447 units, reflecting a year-on-year increase of 71.0% [7]. New Energy Vehicle Sales Rankings (July 2025) - In the NEV wholesale segment, BYD Auto again led with 341,030 units, while Geely Auto saw a significant year-on-year increase of 120.4% with 130,142 units [11]. - Tesla China reported 67,886 units, down 8.4% year-on-year [11]. Cumulative Sales Rankings (January to July 2025) - BYD Auto maintained its lead with 2.454 million units sold, a year-on-year increase of 26.0% and a market share of 15.8% [6]. - Geely Auto and Chery Auto followed with 1.647 million units (up 48.8% year-on-year) and 1.429 million units (up 14.6% year-on-year), respectively [6].

金融界消息 截至2025年8月11日收盘，长安汽车（000625）报收于12.95元，上涨1.25%，换手率 0.95%，成交量78.11万手，成交金额10.09亿元。 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，知识产权方面有商标信息3129条，专利信息5000条，此外企业还拥有行政许可964个。 来源：金融界 资金流向方面，今日主力资金净流入8158.20万元，占比成交额8.09%。其中，超大单净流入8154.72万 元、占成交额8.08%，大单净流入3.48万元、占成交额0.0%，中单净流出流出3290.14万元、占成交额 3.26%，小单净流出4868.06万元、占成交额4.82%。 长安汽车最新一期业绩显示，截至2025一季报，公司营业总收入341.61亿元、同比减少7.73%，归属净 利润13.53亿元，同比增长16.81%，扣非净利润7.83亿元，同比增长601.31%，流动比率1.235、速动比率 1.049、资产负债率59.69%。 天眼查商业履历信息显示，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 ...

Core Insights - The meeting between Zhu Huarong, the new chairman of Changan Automobile, and Ren Zhengfei, the founder of Huawei, signifies a strategic collaboration aimed at enhancing competitiveness in the automotive industry [2][4] - Changan Automobile has recently been established as a central state-owned enterprise, reflecting the government's push for reform and optimization of state capital [2] - The partnership between Changan and Huawei, particularly through the AVATR brand, represents a novel approach to breaking traditional supply chain models in the automotive sector [4][6] Company Developments - Zhu Huarong expressed admiration for Ren Zhengfei's broad vision and insightful suggestions, which he found beneficial for Changan and AVATR [4] - The AVATR brand, formed through a collaboration between Changan, Huawei, and CATL, has developed a complete product matrix since the launch of its first model, AVATR 11, in 2022 [5] - The partnership has evolved, with Huawei reducing its stake in AVATR from 100% to 80%, while introducing new shareholders, indicating a shift towards a more collaborative governance structure [6] Future Plans - AVATR aims to launch 17 new models by 2030, including MPVs and sports cars, with a production capacity of 280,000 vehicles per year from its newly established factory [6] - The brand has already expanded its market presence to 25 countries, with a goal to reach 50 countries and 160 outlets by the end of 2025 [6] Industry Trends - The trend of automotive leaders seeking insights from tech giants like Huawei highlights the urgency for traditional car manufacturers to integrate smart technology into their operations [14] - The strategic visits by various automotive executives to Huawei indicate a collective recognition of the need for deep technological collaboration to navigate the challenges posed by the electric and smart vehicle revolution [14]

Group 1: Industry Trends - The electric vehicle (EV) market is witnessing a shift towards "technology democratization," where leading brands like BYD and Tesla are leveraging advanced technologies to address consumer pain points and reshape market expectations [2] - BYD's "Tian Shen Zhi Yan" intelligent driving system is standard on its Sea Gull model, featuring a pure vision solution with 12 cameras and 5 millimeter-wave radars, catering to parking needs in older residential areas [2] - Tesla's Model Y has improved its range to 753 km, addressing long-distance travel concerns while utilizing government subsidies to maintain brand premium [2] Group 2: Competitive Strategies - Traditional automakers are focusing on hybrid technology as a strategic pivot to address consumer concerns regarding range, safety, and cost [3] - Toyota, Honda, and Nissan are implementing various hybrid technologies to meet the demand for low energy consumption across different driving scenarios [3] - Toyota's fifth-generation hybrid technology aims to reduce fuel consumption at high speeds, while Honda's i-MMD system has significantly lowered hybrid system costs, making their models more competitive [3] Group 3: Market Insights - Social media engagement indicates the effectiveness of hybrid strategies, with topics related to hybrid fuel consumption and "no-stall travel" gaining traction [3] - The popularity of models like Toyota's Levin Hybrid and Honda's Haoying Hybrid is reflected in their rise on regional trending lists [3]

Core Insights - Changan Automobile's chairman Zhu Huarong visited Huawei's founder Ren Zhengfei just 11 days after taking office, indicating a significant strategic alignment between the two companies during a critical industry transformation period [1][3] - Changan aims to achieve a production and sales target of 5 million vehicles by 2030, with 60% being new energy vehicles and 30% from overseas markets, requiring an investment of 200 billion yuan [3][4] Group 1: Strategic Collaboration - The meeting between Zhu Huarong and Ren Zhengfei is seen as a pivotal moment for both companies, suggesting a deeper collaboration to navigate the evolving automotive landscape [3][6] - Changan and Huawei's partnership through the Avita brand is focused on technology integration and global expansion, with plans to launch 17 new products by 2030, targeting a 25% share of overseas sales [4][5] Group 2: Technological Advancements - The collaboration may shift from "empowerment" to "coexistence," with plans for deep customization of intelligent driving systems and the development of a next-generation electronic architecture [4][6] - The partnership aims to enhance manufacturing intelligence through AI quality inspection and 5G flexible production, while also developing an integrated supply chain to mitigate geopolitical risks [5][6] Group 3: Global Market Expansion - Avita plans to enter 50 global markets by the end of 2025, leveraging Huawei's overseas stores and localized service networks for rapid market entry [5] - The potential establishment of overseas data centers will address data compliance and localization needs in markets such as Europe and Southeast Asia [5]

Core Viewpoint - China Changan Automobile is accelerating towards its goal of producing and selling 5 million vehicles by 2030, with over 60% being new energy vehicles and over 30% from overseas markets, aiming to enter the top ten global automotive brands [1][12]. Group 1: Company Formation and Strategic Goals - The establishment of China Changan Automobile marks a significant move by the state to consolidate resources in the automotive sector, creating a "national team" capable of competing with top global automotive groups [2]. - The company integrates 117 subsidiaries, covering the entire automotive value chain, including manufacturing, parts, trade, logistics, and finance, addressing issues of resource fragmentation and insufficient collaboration in the domestic automotive industry [2][3]. - The core mission of China Changan Automobile is to develop a globally competitive automotive group with independent core technologies, aligning with national strategies for a strong automotive and technology sector [2][6]. Group 2: Regional Impact and Industrial Development - The establishment of China Changan Automobile is a timely boost for Chongqing, which is developing a trillion-level smart connected new energy vehicle industry [3]. - As the first central enterprise headquartered in Chongqing, the company will enhance local competitiveness by integrating R&D and manufacturing resources, attracting talent and capital to the region [3][4]. - The company’s operations are already showing results, with the Avita smart factory leading the upgrade of Chongqing's smart manufacturing sector and overseas bases like the Thailand Rayong factory expanding global reach [3][7]. Group 3: Research and Development Initiatives - China Changan Automobile will maintain a global R&D layout, focusing on collaborative innovation with industry partners to create a shared model of benefits [4][5]. - The company plans to invest over 200 billion yuan in technology over the next decade, aiming to enhance its capabilities in AI and other advanced fields [7][8]. Group 4: Product and Market Strategy - The company aims to launch over 50 new energy products in the next five years, including several high-volume models, with significant investments in technology and innovation [10][11]. - The three brands under China Changan Automobile—Avita, Deep Blue, and Changan Origin—are positioned to target different market segments, with ambitious sales and product launch plans [10][11][12]. Group 5: Ecosystem and Service Enhancement - China Changan Automobile is building an open and win-win industrial ecosystem through vertical integration with core partners and horizontal expansion into new business areas [8][9]. - The company is enhancing user engagement through a comprehensive service system that combines B2B and B2C strategies, focusing on proactive and intelligent service delivery [9].