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].

Group 1: 吉利银河系列整体表现分析 - The total order volume for the Galaxy series in July reached 104,800 units, with the Galaxy A7 generating significant interest [8] - The Galaxy A7's pre-sale exceeded 22,000 units within a day, with a target of 60% conversion rate for orders [8] - The overall market performance in August is expected to improve compared to July, with a projected total order volume of around 120,000 units [8] Group 2: 银河 A7 车型预售与竞争力分析 - The Galaxy A7 is positioned as a global benchmark for family vehicles, with a pre-sale price starting at 97,800 yuan [8] - Key specifications include a wheelbase of 2845mm, a length of 4918mm, and a fuel consumption of 2.67L [8] - The A7 aims to outperform competitors like the Qin L and Haval H6, with a long-term sales target of around 20,000 units [8] Group 3: 银河 M9 车型规划与市场预期 - The Galaxy M9 is set for pre-sale on August 25, with an adjusted sales target of 20,000 units per month [5] - The M9 will be produced at the Hangzhou Qiantang base and is positioned against competitors like the Ideal L9 and Aito M9 [5] - The M9's pricing is expected to be slightly above 200,000 yuan, with a focus on high-end configurations [5] Group 4: 领克新车型市场表现分析 - The Lynk & Co 10EMP is the only new model planned for 2025, facing significant competition from models like the Chery Fengyun HL [3] - Monthly sales for the Lynk & Co 10EMP are projected to be around 4,000 to 6,000 units, with a challenging market environment [3] - The electric version G20 is currently underperforming, with monthly sales in the hundreds [3] Group 5: 极氪品牌未来规划分析 - The Zeekr 9X is positioned in the 500,000 to 600,000 yuan price range, targeting high-end SUV buyers [9] - The Zeekr 9X aims for monthly sales of 5,000 units to be considered a success, with a profit margin of 50,000 to 100,000 yuan per vehicle [9] - The Zeekr 8X is planned for release in the first half of 2026, targeting the mid-large SUV segment [11] Group 6: 长安汽车现状与后续车型计划 - Changan's recent sales performance has been underwhelming, with the Q07 model showing some promise with 12,400 orders [15] - The company plans to launch several new models in the second half of the year, including the Q07 and A06 [15] - Overall, Changan's existing models do not show significant potential for explosive sales growth [15]

红星资本局8月11日消息，8月9日晚，长安汽车（000625.SZ）董事长朱华荣在社交平台发文表示，他于 昨日（8月8日）前往深圳，拜访华为公司创始人任正非，围绕产业竞争态势、未来竞争格局等交流学 习。任正非还就支持长安汽车、阿维塔品牌等提出针对性、指导性意见。 朱华荣表示："任总的视野、格局、睿智、激情，我等感触颇深，受益匪浅，令人敬佩。"他还与徐直 军、余承东等华为公司高管进行了交流。 阿维塔成立于2018年，长安汽车和宁德时代（300750.SZ）分别为第一和第二大股东。华为作为合作伙 伴，主要提供智能辅助驾驶算法、智能座舱等智能化部件。阿维塔目前全系车型都可选装华为乾崑智驾 系统。 去年，阿维塔科技斥资115亿元购买了华为持有的引望10%股权。引望在今年3月底完成工商信息变更， 华为、阿维塔科技和赛力斯（601127.SH）分别持股80%、10%、10%。徐直军任引望董事长，余承东和 朱华荣任副董事长。 朱华荣在去年底透露，引望此前为长安汽车预留了20%的股权，考虑到阿维塔与华为更为紧密的合作及 资金状况，先期由阿维塔购买引望10%股权。未来会根据情况，对预留的引望另外10%股权作出安排。 阿维塔科技 ...

朱华荣长安汽车 窗 T》 [热门] 25-8-9 22:43 长安汽车董事长 发布于 重庆 7 【#长安汽车朱华荣拜访任正非##朱华荣晒与任正非合照#】8月9日晚，中国长安汽车集团董事长@朱华 荣长安汽车 微博发文，称周五前往深圳拜访华为公司创始人、CEO任正非，围绕产业竞争态势、未来 竞争格局等交流学习。任正非还就支持长安汽车、阿维塔品牌等提出针对性、指导性意见。朱华荣说， 他还与徐直军、余承东等华为公司领导进行了交流。 昨天前往深圳,拜访任正非先生,围绕产业竞争态 势、未来竞争格局等交流学习,任总还就支持长安汽 车、阿维塔品牌等提出针对性、指导性意见。▲△△ 任总的视野、格局、睿智、激情，我等感触颇深, 受 益匪浅,令人敬佩! 占占占 也感谢徐直军总、余承东总等领导的交流支持! ↓↓ li ...

Group 1 - The chairman of the company, Zhu Huarong, visited Huawei CEO Ren Zhengfei to discuss industry competition and future competitive landscape [1] - Ren Zhengfei provided targeted and guiding advice to support Changan Automobile and the Avatr brand, which Zhu Huarong found insightful and impressive [1] - Zhu Huarong expressed gratitude for the support from other leaders such as Xu Zhijun and Yu Chengdong [1] Group 2 - Avatr is a high-end smart electric vehicle brand under Avatr Technology, focusing on research and innovation in the future mobility sector [4] - Changan Automobile and CATL are the first and second largest shareholders of Avatr, holding 40.99% and 14.1% of the shares respectively, with Huawei as a partner [4] - Changan Automobile Group was established in Chongqing in July, marking it as the third automotive central enterprise in China [4]

履新中国长安汽车集团董事长的第11天，朱华荣赴深圳拜访任正非。 8月9日晚，长安汽车董事长朱华荣在社交平台发文表示，他于8月8日前往深圳，拜访华为公司创始人任 正非，围绕产业竞争态势、未来竞争格局等交流学习。 在新成立的中国长安汽车集团有限公司中，朱华荣任党委书记、董事长。此次拜访任正非的当天，正是 朱华荣履新中国长安汽车集团董事长的第11天。 朱华荣还有一个身份是华为车BU独立公司"引望"的副董事长。引望在今年3月底完成工商信息变更，华 为持股比例由100%调整为80%，新增阿维塔科技和赛力斯两大股东，分别持股10%。董事会方面，徐直 军任董事长，余承东和朱华荣任副董事长，白熠、靳玉志、卞红林、张兴海任董事。 2024年8月20日，阿维塔科技与华为签署《股权转让协议》，约定阿维塔科技购买华为持有的引望10% 股权，交易金额为115亿元；2024年10月16日，阿维塔科技宣布已向华为支付完毕第一期转让价款23亿 元；今年2月28日，长安汽车公告，阿维塔科技已向华为支付完毕第二期转让价款57.5亿元。 朱华荣去年底透露，华为引望此前为长安汽车预留了20%的股权，考虑到阿维塔与华为更为紧密的合作 及资金状况，先期 ...

Group 1 - The Chinese government is providing subsidies for electric vehicles, with the highest subsidy in Hubei province exceeding 22,000 yuan, aimed at boosting automotive consumption and promoting green and intelligent transformation in the market [1] - Changan Automobile's chairman visited Huawei's CEO to discuss industry competition and received targeted advice on supporting Changan and Avita brands [1] - Ledo Automobile confirmed that the L90 model will not have a version with a buyout option for a 60 kWh battery, but is considering a rental option due to customer demand [1] - The overseas version of the IM6 model from Zhiji Automobile has been launched in Nepal, priced at approximately 385,000 yuan, with deliveries expected to start by the end of August 2025 [1] Group 2 - Jaguar Land Rover reported a 49.4% decrease in pre-tax profit to £351 million for the first quarter of the 2026 fiscal year, with revenue down 9.2% to £6.6 billion, impacted by U.S. tariffs and the discontinuation of traditional Jaguar models [2] - In July, U.S. electric vehicle sales reached a record high of 9.1% of total vehicle sales, driven by consumers rushing to purchase before the end of tax credits on September 30, with used electric vehicle sales also hitting a new monthly high [2] - The South Korean government is urging the U.S. to quickly determine the timeline for reducing automotive tariffs to alleviate concerns in the Korean automotive industry [2] Group 3 - The Indian government has extended its $1.2 billion electric vehicle subsidy plan for two more years until March 2028, aiming to accelerate EV adoption and strengthen the manufacturing ecosystem [3]

第 691期 2025-08-11 宏观要闻 老牌芯片公司重启IPO！曾结束中国无"芯"历史 8月10日消息，中国证监会官网显示，中星微技术股份有限公司（以下简称中星微技术）已启动上市辅导，拟在科创板 上市，辅导机构为银河证券。 新央企董事长拜访华为 8月9日晚，中国长安汽车集团董事长朱华荣发文称，他近日前往深圳拜访了华为公司创始人兼CEO任正非，并围绕产 业竞争态势、未来竞争格局等交流学习。朱华荣透露，任正非就支持长安汽车、阿维塔品牌等提出针对性、指导性意 见。另外，朱华荣还对徐直军、余承东等华为高管的交流支持表达感谢。 奇葩！公司亏损，总经理要求月薪200万？股东怒了 焦点事件 从新三板摘牌退市的机器人企业伯朗特，意外"火了"。近期，记者关注到，有网友在社交平台上分享伯朗特的"奇 葩"故事：董事长、总经理尹荣造要求自己固定月薪200万元、年终奖为"公司利润-1元"，但被董事会予以否决。记者 查询寻伯朗特相关公告发现，该情况属实。 与此同时，伯朗特第十大股东嘉兴君岚投资合伙企业（有限合伙）（以下 简称嘉兴君岚）近期发布致全体股东的公开信，对尹荣造进行声讨，并要求修改公司章程、恢复正常治理结构。 7月份CPI ...

Core Viewpoint - The article discusses the recent developments in Changan Automobile, highlighting its establishment as a new central enterprise and its strategic direction towards smart and innovative automotive solutions, as well as its engagement with Huawei's leadership for guidance on future competition dynamics [3][4]. Group 1: Company Developments - Changan Automobile Group was officially established on July 29, 2023, in Chongqing, with Zhu Huarong serving as the Party Secretary and Chairman [4]. - The new central enterprise is formed from the split of the original Equipment Group and comprises 117 subsidiaries, focusing on various automotive-related businesses including vehicle manufacturing, sales, financial services, and logistics [4][5]. - Changan aims to develop new production capabilities in smart automotive robotics, flying cars, and embodied intelligence, while also exploring a multi-modal transportation ecosystem [4]. Group 2: Strategic Engagement - On August 9, 2023, Zhu Huarong visited Huawei's founder Ren Zhengfei to discuss industry competition and future market dynamics, receiving valuable insights and guidance for Changan and its Avita brand [3]. - The discussions included strategic advice from Huawei's leadership, indicating a collaborative approach to enhance Changan's competitive edge in the automotive sector [3].

8月9日晚，中国长安汽车集团董事长朱华荣微博发文，称周五前往深圳拜访华为公司创始人、CEO任正非，围绕产业竞争态势、未来竞争格局等交 流学习。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 昨天前往深圳，拜访任正非先生，围绕产业竞争态 势、未来竞争格局等交流学习，任总还就支持长安汽 车、阿维塔品牌等提出针对性、指导性意见。 任总的视野、格局、睿智、激情，我等感触颇深,受 益匪浅, 令人敬佩! 占占占 也感谢徐直军总、余承东总等领导的交流支持! ↓↓ 上 任正非还就支持长安汽车、阿维塔品牌等提出针对性、指导性意见。朱华荣说，他还与徐直军、余承东等华为公司领导进行了交流。 朱华荣长安汽车 首 Ⅰ》 [热门] 25-8-9 22:43 长安汽车董事长 发布于 重庆 ...