8月6日，沪深两融数据显示，长安汽车获融资买入额0.82亿元，居两市第541位，当日融资偿还额1.09亿 元，净卖出2727.80万元。 最近三个交易日，4日-6日，长安汽车分别获融资买入1.29亿元、0.60亿元、0.82亿元。 融券方面，当日融券卖出0.21万股，净买入1.30万股。 ...

如今，上述有关长安启源的用车体验和品牌评价，正成为越来越多消费者共识——短短一个月内，新央 企旗下的长安启源以7月2.85万辆的交付量和1-7月累计销量超19万辆的业绩，在竞争激烈的新能源市场 划出同比增长30%的曲线。 7月29日，中国汽车行业迎来历史性时刻，中国长安汽车集团有限公司（以下简称"中国长安汽车"）成 为中国第三家汽车行业央企。这家注册资本200亿元的"国家队"新成员，整合了长安汽车、辰致集团等 117家分子公司，资产总额高达3087亿元。 新集团成立仅3天后，长安启源不仅交出了亮眼的7月交付成绩单，更令人瞩目的是，这个诞生不到两年 的品牌累计销量已突破30万辆，成为较快达成这一里程碑的央企新能源品牌之一。 长安汽车执行副总裁叶沛介绍，在长安启源产品序列中，今年4月上市的启源Q07表现尤为亮眼。这款 中型SUV以累计销量突破4万辆的战绩持续领跑新能源市场。如今，随着新央企中国长安汽车的成立， 它的背书将为长安启源注入强大的公信力，让消费者在选择时多了一份信任感和安全感。 事实上，近期长安启源市场成功的背后，是其对主流家庭用户需求的精准把握。定位"智能移动生活 家"的长安启源，坚持以"越级价值、降 ...

Core Viewpoint - China Changan Automobile Group Co., Ltd. was officially established on July 29, 2023, becoming the third state-owned enterprise in the domestic automotive industry, following China FAW and Dongfeng Motor [2] Group 1: Company Overview - China Changan Automobile has a registered capital of 20 billion yuan and manages 117 subsidiaries, covering the entire automotive industry chain, including manufacturing, parts, sales, finance, logistics, and motorcycles [2] - The company has an asset scale exceeding 300 billion yuan and annual revenue of 340 billion yuan, with over 110,000 employees [2] Group 2: Deep Blue Automotive's Role - Deep Blue Automotive, as a key player under Changan, focuses on new energy vehicles and has achieved significant market performance and technological advancements [2][3] - Since its inception, Deep Blue has rapidly built a system for new energy, intelligence, and globalization, contributing to Changan's goal of becoming a world-class Chinese manufacturing brand [2] Group 3: Sales and Growth - Deep Blue Automotive became the sales champion among state-owned enterprise new energy brands, achieving over 100,000 units sold within 14 months of launching its first model, SL03 [3] - By October 2024, Deep Blue reached 300,000 units sold in just 27 months, and by December 2024, it surpassed 400,000 units in 29 months [3] - In the first half of 2025, Deep Blue's sales increased by 71% year-on-year, with total global deliveries exceeding 500,000 units [3] Group 4: Profitability and Technology - Deep Blue Automotive announced achieving phase profitability, becoming one of the first state-owned new energy brands to do so [3] - The company has strategically focused on electric vehicle technology, launching the Deep Blue Super Range technology to address user concerns about range anxiety [4] - Deep Blue collaborates with Huawei to develop advanced driving assistance systems, enhancing its main models [4] Group 5: User Engagement and Product Development - Since September 2022, Deep Blue has conducted nearly 30 OTA updates, pushing over 1 million vehicles, and adding more than 300 new features [5] - The company plans to launch 30 new mainstream and differentiated models over the next five years to meet diverse user needs [5] Group 6: Global Expansion Strategy - Deep Blue Automotive aims for a global presence, with plans to achieve 33% to 50% of sales from overseas markets by 2030 [5][6] - The company targets to sell 56,000 vehicles overseas by 2025, with models covering five major regions and 66 countries [5] Group 7: Future Outlook - Deep Blue Automotive is committed to dual power systems (BEV and XEV) and aims to establish six product lines by 2027 [6] - The company emphasizes technological independence and aims to enhance the strength of Chinese new energy vehicles on a global scale [6]

Core Insights - The automotive industry is returning to rationality after a period of "involution," with average price reductions for new energy vehicles and fuel vehicles at 17,000 yuan and 13,000 yuan respectively, representing decreases of 11.1% and 10.4% [1] - Sales data for July indicates a mixed performance among major manufacturers, with several experiencing year-on-year declines in sales [1] - The total retail market for narrow passenger vehicles in July is estimated at around 1.85 million units, showing a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [1] Group 1: Major Players in the Market - BYD remains the leader in sales among the "self-owned five strong," with over 340,000 units sold in July, maintaining a stable monthly sales figure of around 380,000 units for five consecutive months [2][4] - Geely and Chery follow closely, with Geely's sales at 237,700 units, supported by a 120% year-on-year increase in its new energy segment [4] - Chery's sales reached 224,400 units, bolstered by strong export performance, while SAIC's sales were 214,000 units, with a balanced contribution from new energy and overseas markets [4] Group 2: New Energy Vehicle Segment - Leap Motor leads the new energy vehicle segment with over 50,000 units sold in July, marking a year-on-year increase of over 126% [5] - Xiaopeng and Xiaomi also performed well, with Xiaopeng delivering 36,700 units (up 229% year-on-year) and Xiaomi exceeding 30,000 units for the first time since its launch [7] - Ideal and NIO showed fluctuations in sales, with Ideal delivering 30,700 units and NIO 21,000 units [7] Group 3: Joint Venture Brands - Joint venture brands are experiencing a resurgence, with FAW-Volkswagen selling 113,000 units in July, and both Toyota brands achieving sales of 60,000 units each [9] - SAIC-GM saw significant growth, with sales increasing by 181.68% year-on-year to 42,300 units, driven by strong performance from the Buick brand [9] - Several joint venture new energy models are gaining traction, with GAC Toyota's pure electric SUV and Dongfeng Nissan's N7 showing promising sales figures [9] Group 4: Market Outlook - Despite seasonal challenges, the overall automotive market is expected to maintain steady growth, particularly in the new energy vehicle sector, which is injecting new vitality into the market [10]

从边缘到焦点 作为"造车国家队"的一员，东风风行此前被市场贴上了"传统车企转型慢""设计保守"的标签。 当东风风行想为全新的星海新能源序列推出一款中大型轿车——星海S7时，市场普遍怀疑：在理想、深蓝的成熟增程产品和如日中天的纯电新势力夹击 下，这样一款车能否找到生存空间？ 风行团队意识到，必须打破常规才能撕开市场口子，他们决定双管齐下。 首先，是代言人的选择。风行团队摒弃了流行的娱乐明星路线，最终锁定了当时在NBA崭露头角的中国新星崔永熙，星海S7希望借助他2.01米的身高、2.06 米的惊人臂展所代表的"天赋"与"掌控力"，展现东风风行是"技术自信"与"可靠品质"的完美结合。 其次，也是最关键的一步：定价策略。按照当时的成本核算和竞品定价（普遍15万+），星海S7最低10万+可以称得上是一个击穿行业底线的价格，辅以极 具冲击力的各类限时优惠。 一切的铺垫，在今年4月的上海车展迎来了爆发点。很多人从之前的观望甚至怀疑，变成了好奇和惊艳。东风风行展台从相对冷清迅速变成了焦点区域。这 场精心策划的亮相，成为星海S7从"不被看好"到"现象级黑马"的转折序曲。 销量数据很快成为了最有力的证明。近期，2025年二季度新 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 新央企 新长安 业绩亮眼是承担新使命的底气所在 7月29日，国务院国资委网站更新了中央企业名录，中国长安汽车集团有限公司入列第73位，这也是由国务院国资委直接管理的第100家央企。从国务院国资委直属央企兵器装备集团间接控股， 数据显示，2024年，长安汽车全年销量达到268.3万辆，同比增长5.1%，实现连续五年同比正增长，创下近七年来的新高。其中，长安自主品牌销量223万辆，在整个集团占比高达83.11%。今 "中国长安汽车的成立，不是简单的企业行为问题，而是承载了国家战略部署、产业发展战略以及未来中国企业全球化战略等一系列新的方向和理念，要打造具有全球竞争力、拥有自主核心技术 7月29日，国务院国资委发布公告：经国务院批准，组建中国长安汽车集团有限公司，由国务院国有资产监督管理委员会代表国务院履行出资人职责，列入国务院国有资产监督管理委员会履行出 正是这种在关键核心技术和关键零部件领域的持续突破，使得长安汽车的市场表现十分亮眼。 整个2025年，长安汽车预计将达成销量300万辆，其中新能源销量100万辆，全年预计营业收入3550亿元 ...

Core Insights - The automotive industry is returning to rationality after a period of "involution," with average price reductions for new energy vehicles and fuel vehicles at 17,000 yuan and 13,000 yuan respectively, representing decreases of 11.1% and 10.4% [1] - Sales data for July indicates a mixed performance among major manufacturers, with some experiencing year-on-year declines in sales [1][2] - The total retail market for narrow passenger vehicles in July is estimated at around 1.85 million units, showing a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [1] Group 1: Domestic Brands Performance - BYD remains the leader in sales among domestic brands, achieving over 340,000 units in July, maintaining a stable monthly sales figure of around 380,000 units for five consecutive months [4] - Geely and Chery follow closely, with Geely's sales at 237,700 units, supported by a 120% year-on-year increase in its new energy segment [4] - Chery's sales reached 224,400 units, bolstered by strong export performance, while SAIC's sales were 214,000 units, with a balanced contribution from new energy and overseas markets [4] Group 2: New Energy Vehicle Segment - Leap Motor leads the new energy vehicle segment with over 50,000 units sold in July, marking a year-on-year increase of over 126% [5] - Xiaopeng and Xiaomi also performed well, with Xiaopeng delivering 36,700 units (up 229% year-on-year) and Xiaomi exceeding 30,000 units for the first time [6] - Li Auto and NIO showed fluctuations in sales, with Li Auto delivering 30,700 units and NIO 21,000 units [6] Group 3: Joint Venture Brands - Major joint venture brands are experiencing a resurgence, with FAW-Volkswagen selling 113,000 units in July, reflecting a year-on-year market share increase of 0.5 percentage points [8] - Toyota's joint ventures each sold around 60,000 units, with FAW Toyota achieving a 3% year-on-year growth [8] - SAIC-GM saw a significant increase in sales, with a year-on-year growth of 181.68%, driven by strong performance from the Buick brand [8] Group 4: Market Outlook - Despite seasonal declines and regional disparities, the overall automotive market is expected to maintain steady growth, particularly in the new energy vehicle sector, which is injecting new vitality into the market [9]

金融界8月6日消息，上证指数低开高走，中证绿色生态主题指数 (绿色生态，931800)报1417.73点。 数据统计显示，中证绿色生态主题指数近一个月上涨1.35%，近三个月上涨6.49%，年至今下跌0.05%。 从中证绿色生态主题指数持仓的市场板块来看，深圳证券交易所占比54.71%、上海证券交易所占比 45.29%。 从中证绿色生态主题指数持仓样本的行业来看，工业占比58.13%、公用事业占比26.22%、原材料占比 9.11%、可选消费占比5.84%、信息技术占比0.70%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 据了解，中证绿色生态主题指数选取50只业务涉及清洁能源、电动化与氢能化、资源高效利用、污染物 治理、环境修复和生态保护等绿色生态领域的上市公司证券作为指数样本，反映绿色生态主题上市 ...

7月29日，中国长安汽车集团有限公司正式组建，这是继中国一汽、东风汽车之后的第三家汽车类央 企。至此，我国已形成由一汽、东风、长安三大企业组成的庞大阵容，并拥有各自独特的业务布局与战 略规划，肩负着推动中国汽车产业发展的重任。 中国第一汽车集团有限公司 除了民用车之外，中国一汽在商用车领域也十分具有建树。一汽解放是国内专业生产商用车（卡车）的 企业之一，生产车型涵盖重型、中型、轻型卡车、客车，以及发动机、变速箱、车桥等核心零部件，拥 有从毛坯原材料到核心零部件、从关键大总成到整车的完整制造体系。公司产品主要用于牵引、载货、 自卸、专用、公路客运、公交客运等各个细分市场。截至2024年，一汽解放已在全国战略布局了长春、 青岛、广汉、柳州、佛山5大整车生产基地，达成了41.8万辆/年的总产能规模。截至2024年12月31日， 一汽解放总资产为727.49亿元，同比增加6.85%；2024年1—12月，实现营业收入为585.81亿元，实现整 车销售25.11万辆，同比增长3.90%，国内市场份额占比达到20%以上。 中国第一汽车集团有限公司（简称中国一汽）是国有特大型汽车企业集团，总部位于吉林省长春市，前 身为第一 ...

Core Viewpoint - The company is experiencing significant growth in wholesale sales, particularly in its self-owned brands and new energy vehicles, while also undergoing structural changes to enhance operational efficiency and international competitiveness [2][5][6]. Group 1: Sales Performance - In July, the company's wholesale sales reached 210,000 units, a year-on-year increase of 23.4% but a month-on-month decrease of 10.4% [2]. - Cumulatively, from January to July, total wholesale sales amounted to 1.566 million units, reflecting a year-on-year growth of 4.1% [2]. - Self-owned brand sales in July were 178,000 units, up 27.7% year-on-year but down 9.0% month-on-month [3]. - From January to July, cumulative sales for self-owned brands reached 1.328 million units, a year-on-year increase of 5.4% [3]. Group 2: New Energy Vehicle Growth - The company reported a significant increase in new energy vehicle sales, with July sales at 80,000 units, marking a year-on-year growth of 74.1% [3]. - Cumulatively, from January to July, new energy vehicle sales totaled 532,000 units, up 52.3% year-on-year [3]. - The Deep Blue brand sold 27,000 units in July, a year-on-year increase of 62.5% [3]. - The Avita brand achieved sales of 10,062 units in July, reflecting a remarkable year-on-year growth of 177.6% [3]. Group 3: Strategic Developments - The establishment of the new China Changan Automobile Group aims to deepen resource integration and enhance operational efficiency, with a focus on becoming a world-class automotive group with core independent technologies [5]. - The group plans to launch new models, including the Deep Blue L06 and others, to accelerate the transition to electric vehicles while maintaining a strong fuel vehicle base [3][4]. - By 2025, the group aims for total sales of 3 million vehicles, with 1 million being new energy vehicles [3]. Group 4: Financial Projections - The company maintains a positive outlook on its electric and intelligent transformation, projecting revenues of 189.6 billion, 209.5 billion, and 233.5 billion yuan for 2025, 2026, and 2027 respectively [6]. - Expected net profits attributable to the parent company are forecasted at 8.87 billion, 10.76 billion, and 12.72 billion yuan for the same years [6].