2025年7月29日，经国务院批准，中国长安汽车集团有限公司（以下简称"中国长安汽车"）在重庆正式挂牌成立。这家注册资本200亿元的新央企，由原中 国兵器装备集团实施战略性分立而成。作为重庆首个央企一级总部，其成立既是深化国有资本布局优化的关键举措，更为中国汽车产业冲击全球价值链高 端注入强大动能。 中国长安汽车集团董事长朱华荣系统阐释了集团战略定位："我们将肩负新使命、坚定新战略、打造新汽车、建设新生态、焕新新服务，以'五新'体系打 造具有全球竞争力的世界一流汽车集团。" 为实现"新汽车"的愿景，中国长安汽车计划五年内在全球投放超50款新能源产品，其中包括7款以上年销目标30万辆级的全球化大单品。当然，产品革新 离不开生态赋能。新生态以产业链协同与跨界融合双轮驱动，为产品革新夯实强大基石。对内精耕，高效整合117家分、子公司，强化整零协同，锻造垂 直高效产业链；对外共创，联合华为、海尔等巨头共建开放技术生态圈，汇聚全球创新势能，驱动产业升级跃迁。 从过往来看，一方面，华为是阿维塔、深蓝的战略合作伙伴。另一方面，阿维塔科技以115亿元购买了华为持有的深圳引望智能技术有限公司10%股权， 成为引望的第二大股东。 ...

凤凰网科技讯 8月4日，乘联分会发布2025年7月新能源乘用车厂商批发销量快讯，根据月度初步乘联数 据综合预估：7月全国新能源乘用车厂商批发销量118万辆，同比增长25%，环比下降4%。今年1-7月累 计批发763万辆，同比增长35%。 乘联分会提到，7月的零跑汽车、小鹏汽车、小米汽车、东风日产、广汽丰田等厂商新能源批发销量创 出历史新高，而吉利汽车、光束汽车等车企也创出自身历史月度次新高的优异表现。 7月新能源乘用车批发销量排名前十的分别是：比亚迪（002594）（341030辆）、吉利汽车（130124 辆）、长安汽车（000625）（76765辆）、特斯拉中国（67886辆）、上汽通用五菱（62395辆）、奇瑞 汽车（59900辆）、零跑汽车（50129辆）、赛力斯（601127）汽车（41676辆）、小鹏汽车（36717 辆）、长城汽车（601633）（34593辆）。 ...

Group 1 - The company, Bojun Technology, is a supplier of body parts for Changan Automobile, providing products for various models including Deep Blue, Avita, and Qiyuan [1] - The growth in the customer market is beneficial for the company's sales performance [1]

Group 1 - Gao Ling Information announced that three shareholders plan to reduce their holdings by a total of up to 2.42% of the company's shares due to personal funding needs [1] - The shareholders include Zhuhai Hengqin New Area Zixiao Investment Partnership, Zhuhai Hengqin New Area Qucheng Investment Partnership, and Zhuhai Huajin Lingyue Intelligent Manufacturing Industry Investment Fund [1] - Gao Ling Information specializes in the R&D, production, and sales of telecommunications network communication equipment, environmental IoT application products, and network and information security products [1] Group 2 - Anglikang has only one innovative drug project under research, ALK-N001, which is currently in Phase I clinical trials [2] - The company is also considering a new innovative drug pipeline project, ALK-N002, which is still in the candidate selection phase [2] - Anglikang focuses on the production and manufacturing of pharmaceuticals, including chemical raw materials and preparations [2] Group 3 - Qixiang Tengda announced the completion of maintenance and technical upgrades for its 300,000 tons/year propylene oxide facility, which has resumed normal production [3] - The company operates in the chemical manufacturing and supply chain management sectors [3] Group 4 - Delisi signed a strategic cooperation agreement with Xiamen Haifusheng Food Group and Xin Sanhe Food Co., Ltd. to collaborate in product supply, market expansion, and technology [4] - Delisi specializes in the production and sales of frozen meat and related products [4] Group 5 - Jinlang Technology's application for issuing convertible bonds has been approved by the Shenzhen Stock Exchange [5] - The company is engaged in the R&D, production, and sales of string inverters [5] Group 6 - Lingyi Zhi Zao plans to acquire a 66.46% stake in Jiangsu Keda through a combination of issuing convertible bonds and cash [6] - The company provides comprehensive intelligent manufacturing services and solutions [6] Group 7 - Jinshi Technology intends to publicly transfer 100% equity of its wholly-owned subsidiary, Hunan Jinshi Technology [7] - The company focuses on digital sanitation, water ecology, and solid waste disposal [7] Group 8 - Qidi Environment announced that 2 million shares held by shareholder Sander Group have been transferred through judicial auction [8] - The company operates in the environmental management sector [8] Group 9 - Guang'an Aizhong expects a reduction in net profit of approximately 39.38 million due to the implementation of a low valley electricity price policy [9] - The company is involved in power generation, supply, and natural gas supply [9] Group 10 - Kangyuan Pharmaceutical received a drug registration certificate for its proprietary product, Canpu Granules, used for treating chronic pelvic pain [10] - The company specializes in the R&D, production, and sales of pharmaceuticals [10] Group 11 - Changqing Technology announced that two shareholders plan to reduce their holdings by up to 5.98% due to personal funding needs [11] - The company focuses on rail transit and building decoration businesses [11] Group 12 - Huaren Pharmaceutical's shareholder plans to reduce its holdings by up to 1% of the company's total shares [12] - The company is a state-controlled pharmaceutical health industry group [12] Group 13 - Jinkai New Energy announced the completion of the first phase of an AI computing power technology service contract [13] - The company is involved in the development, investment, construction, and operation of renewable energy power [13] Group 14 - Sany Heavy Industry has repurchased a total of 72.6792 million shares, amounting to 1.355 billion [14] - The company specializes in the R&D, manufacturing, and sales of engineering machinery [14] Group 15 - Chip导科技 plans to acquire 100% of Shunlei Technology and 17.15% of Shunlei Technology through convertible bonds and cash [15] - The company focuses on the R&D and sales of power semiconductors [15] Group 16 - Tuo Shan Heavy Industry reported that its recent operating conditions are normal, with no significant changes in the internal and external business environment [16] - The company specializes in the R&D, design, production, and sales of engineering machinery components [16] Group 17 - Chang'an Automobile reported a July sales figure of 210,600 vehicles, a year-on-year increase of 23.43% [17] - The company is engaged in the R&D, manufacturing, and sales of vehicles and engines [17]

Core Insights - Changan Automobile has successfully exported 1,271 vehicles to the Middle East via the Western Land-Sea New Corridor, marking a significant expansion in its export operations [1][2] - The export includes a new addition of electric vehicles, highlighting the growing demand for "Made in China" and "Western China" automobiles in international markets [1][2] Group 1: Export Operations - The recent shipment of vehicles is part of a larger trend of increasing exports from China's automotive industry, with Changan and other brands like Seres seeing rapid growth [1] - The Western Land-Sea New Corridor has improved logistics networks, enabling more efficient and cost-effective transportation for automotive exports [1][2] Group 2: Customs and Logistics - The Qinzhou Port Customs has implemented a streamlined customs clearance process, enhancing the efficiency of vehicle exports through measures like "advance declaration" and "priority inspection" [2] - In the first half of the year, vehicle exports through Qinzhou Port reached 21,000 units, valued at 1.17 billion yuan, representing year-on-year growth of 27.72% and 26.99% respectively [2]

近些年来，从服务汽车产业转型到大力支持智能网联新能源汽车产业，从构建一流产业生态到推动产品、品牌、供应链"三个向上"，从提升汽车"重庆造"品 质和水平到利用陆海联运等方式加速"渝车出海"，重庆正在为以长安汽车等企业为龙头和骨干的汽车产业发展搭建越来越大的舞台，提供越来越多的便利， 优化越来越好的发展生态。"全力支持中国长安汽车打造具有全球竞争力、拥有自主核心技术的世界一流汽车集团，为重庆经济社会发展注入强劲动力。"重 庆市委书记袁家军在中国长安汽车成立大会上的发言，凸显了这一主旨。 "在重庆市的大力支持之下，我们在牵头实施'渝车出海'项目，用高效的联动来拓展东南亚、中东非洲、欧洲等海外市场。"中国长安汽车党委副书记、董事 赵非谈到，积极参与并推动一系列国际标准的制定与对接，能将长安的技术优势转化为全球市场规则、话语权以及核心竞争力。 而技术创新，正是打造企业核心竞争力的基石。过去10年，长安汽车立足重庆，紧跟全球汽车产业变革潮流，在电动化、智能化方面累计投资超过1100亿 元。电动化方面，打造了不起火的"金钟罩"电池；升级智慧新蓝鲸3.0，运用了行业首创的插混、增程一体化技术；并正在加速推进固态电池等新技术的 ...

截至8月4日收盘，兵装重组概念上涨5.68%，位居概念板块涨幅第1，板块内，7股上涨，长城军工、建 设工业等涨停，华强科技、湖南天雁、中光学等涨幅居前，分别上涨5.87%、5.67%、5.00%。 今日涨跌幅居前的概念板块 （文章来源：证券时报网） 资金流入比率方面，建设工业、长城军工、华强科技等流入比率居前，主力资金净流入率分别为 20.01%、17.68%、8.47%。（数据宝） 兵装重组概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 002265 | 建设工 业 | 9.99 | 20.51 | 65013.15 | 20.01 | | 601606 | 长城军 工 | 10.00 | 12.68 | 61825.23 | 17.68 | | 002189 | 中光学 | 5.00 | 8.64 | 3996.84 | 6.68 | | 688151 | 华强科 技 | 5.87 | 4.60 | ...

为此，集团确立了"打造具有全球竞争力的世界一流汽车企业"的战略目标，通过实施"三大战略计划"、打造"三大品牌矩阵"、推进"五新发展模式"，构建起 涵盖技术研发、品牌建设、产业生态、全球布局的完整体系，为中国汽车产业高质量发展注入新动能。 明确战略定位与发展路径 近日，中国长安汽车集团有限公司在重庆正式成立。中国长安汽车集团由原长安汽车、辰致集团等117家分子公司组建而成，注册资本200亿元，资产总额 3087亿元，员工规模约11万人。 行业整合新模式 从行业视角看，这一重组具有重要意义：一方面，新央企的成立，利于优化产业格局，形成央企主导的产业协同新生态，更好助力智能网联新能源汽车产业 高质量发展；另一方面，通过规模优势和资源整合，重组利于长安整合相关资源，在市场竞争中闯出一条新路，开辟一片新天地，增强中国汽车品牌参与全 球竞争的实力；同时，重组推动长安实现技术变革引领，集中力量突破新能源、智能化等关键技术瓶颈，推动产业转型升级。 立足新发展阶段，集团创新提出"五新长安"发展模式。新体系方面，构建"总部+子公司"管理模式，2025年上半年实现营业收入1469亿元，新能源车销量45.2 万辆，同比增长49.1% ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问公司为长安汽车配套的情况如何？新央企成立是 否有利于公司拓展市场？增加订单？ 博俊科技（300926.SZ）8月4日在投资者互动平台表示，公司为长安汽车的车身件供应商，主要为长安 汽车供应车身件等相关产品，配套的车型包括深蓝、阿维塔、启源等品牌的相关车型。客户市场的增长 有利于公司销售业绩的增长。 ...

Domestic News - Guangzhou is compiling guidelines for autonomous driving equipment to promote various types and scenarios of application across the city [2] - Zhejiang Province has introduced the first provincial-level "Driver's Home" service standards in China to improve the parking and resting environment for truck drivers [3] - Shanxi Province has developed 25 measures to encourage the development of the private economy in the energy sector, aiming for a green and low-carbon transition [4] - Eight departments, including the Ministry of Industry and Information Technology, have issued a digital transformation implementation plan for the machinery industry, targeting 50% of enterprises to achieve a maturity level of two or above by 2027 [5] International News - A South African automotive supplier has lost a contract worth approximately $41 million due to new U.S. trade tariffs [6] - Kia America is recalling 201,149 vehicles due to safety hazards from detached decorative parts [7] - Tesla's overdue payments have led to the bankruptcy of at least two small companies in the U.S., with over $24 million still unpaid [8] - The UK government reported a 27% year-on-year increase in electric vehicle charging points, adding 17,370 new chargers [9] Automotive Industry Performance - SAIC Motor Corporation reported July vehicle sales of 338,000 units, a year-on-year increase of 34.2%, with 117,000 units of new energy vehicles sold, up 64.9% [10] - Foton Motor announced a 142.88% year-on-year increase in new energy vehicle sales for the first seven months of the year [11] - Changan Automobile's July sales increased by 23.43% year-on-year, with new energy vehicle sales rising by 74.05% [12] - Chery Automobile exported 119,090 vehicles in July, maintaining its position as the top exporter of Chinese cars, with a 31.9% year-on-year increase [13] - BAIC Blue Valley reported a 6.38% year-on-year decline in July sales, although cumulative sales for the first seven months increased significantly [15]