齐鲁晚报·齐鲁壹点 吴海云 8月1日，全球化车型——深蓝S05 620km全球超长续航版正式上市。顺应潮流，新车包含620Plus纯电版、620Max纯电 版与620Ultra纯电版三款车型。价格上的竞争力十分突出，12.99万元-14.99万元，注定成为15万内SUV市场的爆款产 品。 安全是最大的豪华 高颜值、大空间成为当下主流消费群体选车核心关注点 电池安全是一款新能源车的底牌，也是走向全球化的信任名片。深蓝S05全球超长续航版全系标配宁德时代电芯、金 钟罩电池，大品牌更安全，率先满足新国标要求，并通过了权威机构CATARC中汽中心的NESTA六维电安全认证，让 用户更安心；车身采用78%高强度钢铝混合材质，并率先应用7700T大压铸+一体式铸铝车身技术、CTV车身电池一体 化技术，构建高强度安全车身；更有11大安全预警系统、6大安全辅助系统、3大安全影像系统，时刻安全守护。 在外观方面，长安深蓝也逐渐建立起家族语言和美学设计系统性理念，S05延续了家族共生美学设计理念，一举斩获 2025德国iF设计大奖。宽体灵动体态、星际飞翼外观与智慧飞行舱环抱式设计一脉相承，尽显运动张力与科技浪漫。 作为是中国长安 ...

兵装重组概念资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 601606 | 长城军工 | 1.79 | 23.17 | -44088.01 | | 002265 | 建设工业 | -6.51 | 15.06 | -20509.69 | | 000625 | 长安汽车 | -0.31 | 0.98 | -9824.58 | | 002189 | 中光学 | -1.35 | 5.79 | -1755.61 | | 688151 | 华强科技 | -3.10 | 2.31 | -1690.24 | | 600178 | 东安动力 | -1.43 | 4.51 | -1521.93 | | 600698 | 湖南天雁 | -2.39 | 7.99 | -933.72 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 截至8月1日收盘，兵装重组概念下跌1.90%，位居概念板块跌幅榜前列，板块内，建设工业、华强科 技、湖南天雁等跌幅居前。 今日涨跌幅居前 ...

证券之星消息，8月1日乘用车板块较上一交易日上涨0.75%，北汽蓝谷领涨。当日上证指数报收于 3559.95，下跌0.37%。深证成指报收于10991.32，下跌0.17%。乘用车板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600733 | 北汽蓝谷 | 8.80 | 8.37% | 406.30万 | 35.44 Z | | 000572 | 海马汽车 | 4.44 | 1.37% | 48.43万 | 2.15亿 | | 601127 | 赛力斯 | 128.45 | 1.21% | 14.16万 | 18.16 Z | | 002594 | 比亚迪 | 105.80 | 0.53% | - 36.23万 | 38.17亿 | | 601633 | 长城汽车 | 21.70 | 0.32% | 13.22万 | 2.87亿 | | 600104 | 上汽集团 | 17.23 | 0.29% | 39.54万 | 6.81亿 | | 601238 | 广汽集团 | 7 ...

Core Viewpoint - Changan Automobile Group has successfully transformed into an independent central enterprise, seizing opportunities for independent development and aiming to become a world-class automotive group with global competitiveness and core technologies [3][4][12]. Group 1: Company Transformation - Changan has a history of overcoming challenges, from its establishment to becoming an independent central enterprise, showcasing its resilience and ability to adapt [3][4]. - The restructuring process began with announcements in February 2023, leading to Changan's official separation from the military industry group by June 2023, marking a significant milestone in its development [4][6]. - The company aims to leverage its new status to enhance its strategic development and global planning, ensuring that the restructuring will not affect its existing strategies [4][6]. Group 2: Leadership and Management Changes - Changan has undergone significant management changes, including the appointment of several young executives, which reflects its commitment to innovation and adaptability [8][9]. - The company has embraced a culture of meritocracy, promoting younger leaders to key positions, which has contributed to its dynamic growth and responsiveness to market demands [8][9]. Group 3: Brand Development and Market Position - Changan has launched three new brands—Avita, Deep Blue, and Changan Qiyuan—targeting different segments of the electric vehicle market, demonstrating its strategic foresight in the face of industry transformation [12][13]. - The company achieved significant sales milestones, with a projected total revenue of 355 billion yuan and an expected sales volume of 3 million vehicles in 2023, including 1 million in the new energy sector [12][13]. Group 4: Future Outlook - Changan's leadership expresses optimism about the future, highlighting the vast opportunities available and the company's preparedness to capitalize on them [12]. - The company is positioned to continue its growth trajectory, driven by its innovative spirit and commitment to high-quality development in the automotive industry [12][13].

Investment Rating - The report maintains a positive outlook on strong domestic automotive brands, emphasizing the importance of complete vehicles, intelligent driving, and robotics for the year [6][7]. Core Viewpoints - The report highlights a sustained optimism for strong domestic automotive brands, with a focus on complete vehicles, intelligent driving, and robotics as key investment areas for the year [6][7]. - Weekly core data indicates that total insurance registrations for the week of July 21-27 reached 452,000, exceeding the 400,000 threshold, with a year-on-year increase of 13% and a month-on-month increase of 13.3% [6][24]. - The report anticipates continued high growth for domestic brands in overseas markets, supported by completed production capacity and channel development across various regions [6][45]. Summary by Sections Core Viewpoints - The report emphasizes a positive outlook for strong domestic automotive brands, focusing on complete vehicles, intelligent driving, and robotics as key investment areas for the year [6][7]. - Weekly data shows that new energy vehicle insurance registrations reached 236,000, with a year-on-year increase of 21% and a penetration rate of 52.2% [6][26]. Market Tracking - The automotive sector ranked 25th in terms of weekly performance, with a weekly increase of 1% [10][14]. - The report notes that the automotive sector's valuation percentile is at 35%, indicating a relative low compared to historical data [10][14]. Industry Prosperity - The report tracks total exports for June at 480,000 units, reflecting a year-on-year increase of 28% [6][45]. - The report indicates that the market share of domestic brands has increased significantly, from 36% in January 2021 to 64% by December 2024 [35][36]. Important News - The report highlights that the overall situation for the automotive industry shows a recovery in orders, with July's fourth week seeing a slight increase in overall orders [38][41]. - The report notes that the new energy vehicle segment is expected to continue its upward trajectory, with significant contributions from brands like BYD and Geely [45][49].

图为中国长安汽车联合华为、中国联通等合作方共同打造的阿维塔数智工厂生产车间。 陈 诚 摄 转自：中国质量报 7月29日，中国长安汽车集团有限公司（以下简称"中国长安汽车"）在重庆挂牌成立。至此，我国形成中国一汽、东风公司、中国长安汽车三大央企汽车集 团，将更好助力智能网联新能源汽车产业高质量发展，加快培育具有全球竞争力的世界一流品牌。 ...

| (X) 大众汽车 | 531.8 | + -8.54 | 105.16 | | --- | --- | --- | --- | | 000 通用汽车 | 507.84 | 1 +11.71 = | 53.34 | | 保时捷 | 456.54 | 1 +6.26 | 50.96 | | MS 玛鲁蒂铃木 | 452.77 | + -0.36 | 144.01 | | 福特汽车 | 440.2 | ↑ +7.95 | 11.07 | | 马恒达汽车 S | 438.93 | + -0.79 | 36.59 | | 本田汽车 C | 429.6 | + -8.41 | 31.24 | | 1 现代汽车 | 357.12 | + -28.71 | 51 | | 赛力斯 | 290.78 | 1 +3.19 | 17.8 | | KLA 起亚汽车 | 290.11 | 1 +2.25 | 73.69 | | 塔塔汽车 | 280.05 | -1.04 | 7.61 | | 上汽集团 (SAIC) | 277.02 | 1 +1.13 | 2.39 | | 斯特兰蒂斯 | 273.89 | + -3.69 | 8. ...

据介绍，长安汽车2025年上半年累计销量135.5万辆，创近8年新高。其中，新能源销量45.2万辆，同比增长49.1%。 各品牌中，阿维塔连续4个月销量破万；深蓝汽车全球交付破50万辆；长安启源Q07累计交付3万辆；CS75系列总销量超280万辆；长安凯 程连续5个月斩获新能源微客市场销量冠军。 近日，长安汽车在接受机构调研时表示，今年下半年将推出多款全新智能体验的车型，长安启源Q07激光版将于9月上市；长安启源A06将 在四季度上市。还有一款全新纯电小型SUVB216，预计于四季度上市。 深蓝汽车下半年持续完善产品谱系，将推出"超级智能轿跑"深蓝L06，现款车型升级焕新，深蓝S07、S05将登陆欧洲市场。阿维塔将聚焦 25万-70万价格区间，2026年将推出百万级大六座旗舰产品。 ...

Group 1 - The recent price correction in the new energy vehicle (NEV) sector indicates that the "anti-involution" trading is not over but is instead gathering momentum, with a significant market pullback observed on July 31 [1] - The speech from the non-party personnel meeting on July 30 emphasized the importance of addressing "involution" as a key focus for the second half of the year, suggesting that policy momentum will remain stable and that related investment opportunities will be more medium to long-term rather than short-term speculation [1] - The NEV industry is experiencing a slowdown in new supply, but the core of the cyclical upturn will be driven more by demand and new technologies, with China leading in global competitiveness for NEVs and batteries [1] Group 2 - The demand side shows that companies like CATL have a significant overseas revenue growth of 21.1% in the first half of the year, which is much higher than the overall revenue growth of 7.3%, indicating a strong international market presence [1] - New technologies such as smart driving are penetrating lower-priced models, with BYD committing to safety in smart parking and new models expected to launch in the second half of the year [1] - Solid-state batteries are also seeing rapid development, with the Ministry of Industry and Information Technology planning a mid-term review of automotive-grade battery performance by the end of 2025, and key milestones for pilot production expected between the second half of 2025 and the first half of 2026 [1] Group 3 - The new energy vehicle ETF closely tracks the CSI New Energy Vehicle Industry Index, which includes 50 listed companies involved in various aspects of the NEV industry, reflecting the overall performance of leading NEV companies [2] - As of August 1, the NEV ETF opened with an increase, and the top ten weighted stocks in the CSI New Energy Vehicle Industry Index account for 55.33% of the index, with major companies including CATL, BYD, and others [3]

Group 1 - The establishment of China Changan Automobile Group marks the formation of the 100th central enterprise directly managed by the State-owned Assets Supervision and Administration Commission, making it the third central enterprise in the automotive industry after China FAW Group and Dongfeng Motor Group [1] - The new central enterprise has a registered capital of 20 billion yuan and is based in Chongqing, with a business scope that includes automobile sales, new energy vehicle sales, and automotive parts research and development [1] - The group aims to integrate resources and promote the collaborative development of its ecosystem, with seven strategic tasks including vehicle business, core components, logistics and trade, financial services, motorcycle business, and emerging industries, all of which will be pushed towards international markets [1] Group 2 - Changan Automobile has set a goal to rank among the global top 10 automotive brands by 2030, with plans to launch over 50 new energy products in the next five years, including more than seven global best-selling models with a production capacity of 300,000 units [2] - The company aims to achieve a production and sales scale of 5 million vehicles by 2030, with new energy vehicle sales accounting for over 60% and overseas sales exceeding 30% [2] Group 3 - The new Changan system has clarified brand positioning and goals for its sub-brands, including "Yinli" targeting both domestic and global markets, "Deep Blue" focusing on mid-to-high-end young consumers, and "Avita" aiming for significant overseas market penetration [3] - The "Deep Blue" brand plans to launch 30 new products by 2030, while "Avita" will introduce 17 new models across various segments, with a target of over 50% of sales coming from international markets by 2030 [3] Group 4 - Profit forecasts indicate that with the acceleration of the big product strategy and the efficiency improvement from the central enterprise restructuring, Changan Automobile is expected to achieve revenues of 186.9 billion yuan, 211 billion yuan, and 232.3 billion yuan from 2025 to 2027, with net profits of 7.91 billion yuan, 10.03 billion yuan, and 12.15 billion yuan respectively [4]