NO.1中国长安汽车集团在重庆挂牌成立 7月29日，中国长安汽车集团有限公司成立大会在重庆举行，标志着首家总部落户重庆的一级央企开始 挂牌运营。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。新集团管理层名单 同时公布，核心领导层包括朱华荣等。长安汽车间接控股股东变更为中国长安汽车集团，持股 35.04%。 丨 2025年7月30日星期三丨 点评：中国长安汽车集团正式挂牌运营，标志着央企汽车产业整合迈入新阶段。此次重组或将提升市场 对长安汽车资源整合能力的预期，特别是在新能源转型和智能化布局方面。对汽车行业而言，三大央企 汽车集团的格局确立可能加速行业集中度提升，推动产业链上下游协同发展。 NO.2中国一汽集团等成立新公司 天眼查App显示，7月28日，一汽旗翼（深圳）科技有限公司成立，法定代表人为李丹，注册资本1亿 元，经营范围包括民用航空材料销售、智能无人飞行器制造、人工智能应用软件开发、人工智能理论与 算法软件开发等。股权穿透显示，该公司由中国第一汽车集团有限公司全资子公司一汽股权投资（天 津）有限公司等共同持股。 点评：中国一汽集团通过成立旗翼科技切入智能无人飞行器及人工智能领域，标志 ...

（文章来源：证券时报） 7月29日，中国长安汽车集团有限公司成立大会在重庆举行，标志着首家总部落户重庆的一级央企开始 挂牌运营。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，加快发展具有全球竞争力的世界一流品牌。这是7月28日拍摄的阿维塔 数智工厂。 ...

Core Viewpoint - The establishment of China Chang'an Automobile Group marks a significant restructuring in the Chinese automotive industry, positioning it as a state-owned enterprise directly managed by the State-owned Assets Supervision and Administration Commission (SASAC) [1][2][8]. Group 1: Company Formation and Leadership - China Chang'an Automobile Group was officially registered on July 27, 2025, with its legal representative being Zhu Huarong, and its headquarters located in Chongqing [1]. - The leadership team of the new group has been announced, with Zhu Huarong serving as the Party Secretary and Chairman, and Zhao Fei as the Deputy Secretary and proposed General Manager [2][6]. - The stock price of Chang'an Automobile closed at 13.27 yuan per share, with a total market capitalization of 131.6 billion yuan as of July 29 [2]. Group 2: Historical Context and Name Change - The former China Chang'an Automobile Group was rebranded as "Chenzi Automobile Technology Group" to pave the way for the new state-owned enterprise [6][7]. - The old group was a wholly-owned subsidiary of the China Ordnance Industry Group, formed from the integration of several automotive companies, with a significant focus on market-oriented vehicle production [5][6]. Group 3: Strategic Implications and Industry Trends - The establishment of the new Chang'an Group is part of a broader trend of state-owned enterprise reform aimed at enhancing competitiveness in the automotive sector, particularly in the context of electric and intelligent vehicle development [8][9]. - The new group plans to introduce strategic investors and is preparing for an IPO for its subsidiary, Avita, which is expected to enhance decision-making flexibility and operational efficiency [9]. - The future focus of the new Chang'an Group includes developing smart vehicles, flying cars, and exploring new transportation ecosystems, with an emphasis on global market expansion [9][10].

Group 1 - The establishment of China Chang'an Automobile Group Co., Ltd. marks the creation of another new central enterprise in the automotive sector, following China FAW and Dongfeng Motor [1] - The new group was formed through the separation of the automotive business from the original Equipment Manufacturing Group, with a registered capital of 20 billion yuan [1] - The main business operations of the new group include vehicle manufacturing, parts production, sales, financial and logistics services, and motorcycles [1] Group 2 - The restructuring is part of the national strategy to promote central enterprise reform and optimize the layout of state-owned capital, enhancing the competitiveness of China's automotive industry [2] - The formation of three major central automotive enterprises is expected to support the high-quality development of intelligent connected new energy vehicles and accelerate the development of globally competitive world-class brands [2]

Core Viewpoint - The establishment of China Changan Automobile Group Co., Ltd. aims to contribute to the development of a world-class intelligent connected new energy vehicle industry cluster in Chongqing, with a registered capital of 20 billion yuan and total assets of 308.7 billion yuan [1]. Strategic Choices - Changan has a deep historical connection with the nation, evolving alongside Chongqing since its relocation during the Second Sino-Japanese War in 1937 [2]. Industry Development - In 2024, Chongqing's new energy vehicle production is projected to reach 953,200 units, contributing to the city's economic growth [3]. - The Chengdu-Chongqing economic circle has formed a competitive automotive industry cluster, accounting for approximately 12% of the national automotive output, with over 45 vehicle manufacturers and more than 1,600 parts suppliers [3]. - Chongqing's automotive exports reached 214,000 units in the first half of the year, with an export value of 17.84 billion yuan, including 5.55 billion yuan from electric vehicles, marking a 53.3% year-on-year increase [3]. Innovation and Development - Changan's smart factory has achieved a 40% increase in manufacturing efficiency through over 40 independent research and development technologies [4]. - The company has a daily average of 19 patent applications over the past three years, with significant advancements in electric drive systems and battery technology [4]. - AEB (Automatic Emergency Braking) system usage has exceeded 400,000 times, enhancing vehicle safety [4]. Future Outlook - Changan aims to increase local parts supply from 38% in 2023 to 45% in 2024, potentially driving the city's automotive parts output to over 350 billion yuan [5]. - The company plans to produce 1.5 million vehicles in Chongqing by 2025, generating 160 billion yuan in output [4]. - Changan is expanding its global footprint, with plans for a battery materials base in Yibin and a smart cockpit R&D center in Mianyang, targeting a production capacity of over 3 million new energy vehicles by 2030 [6]. Global Expansion - Changan's overseas sales are projected to reach 30% by 2027, reinforcing Chongqing's position as an automotive hub along the Belt and Road Initiative [7].

据新华社电 国务院国资委29日发布公告称，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资人职责的企业名 单。 当日，中国长安汽车集团有限公司成立大会在重庆举 行，标志着首家总部落户重庆的一级央企开始挂牌运 营。 这家新央企由原兵器装备集团分立而成，拥有117家分公 司和子公司，主要经营业务有汽车整车及零部件、汽车 销售、摩托车、金融及物流服务等。中国长安汽车集团 负责人表示，新央企未来将着力打造智能汽车机器人、 具身智能等新质生产力，探索海陆空立体出行新生态，并加速全球化发展，加快开拓东南亚、中东非 洲、中南美洲、欧亚、欧洲五大区域市场。 国务院国资委网站显示，此次改革后，国务院国资委监管的中央企业数量共计100家，中国长安汽车集 团位列"央企名录"第73位。 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，加快发展世界一流品牌。 ...

Core Viewpoint - China Changan Automobile Group Co., Ltd. was established with a registered capital of 20 billion yuan and total assets of 308.7 billion yuan, aiming to contribute to the development of a world-class intelligent connected new energy vehicle industry cluster in Chongqing [1] Group 1: Company Overview - Changan has a historical legacy dating back to 1862 and has evolved alongside Chongqing, embodying the city's resilient and pioneering spirit [2] - The company is a central enterprise formed by the restructuring of 117 subsidiaries and branches of Changan Automobile [1] Group 2: Industry Development - In 2024, Chongqing's new energy vehicle production is projected to reach 953,200 units, contributing to the city's economic growth [3] - The Chengdu-Chongqing economic circle has developed a competitive automotive industry cluster, accounting for approximately 12% of the national automotive production [3] - Chongqing's automotive industry includes 45 vehicle manufacturers and over 1,600 automotive parts companies, with an annual output value exceeding 600 billion yuan [3] Group 3: Innovation and Technology - Changan's smart factory has achieved a 40% increase in manufacturing efficiency through over 40 independent research and development technologies [4] - The company has a daily average of 19 patent applications over the past three years, showcasing its commitment to innovation [4] - Changan's electric drive system efficiency reaches 95%, and it has developed battery technologies that withstand temperatures below -30 degrees Celsius [4] Group 4: Future Prospects - Changan aims to produce 1.5 million vehicles in Chongqing by 2025, generating an output value of 160 billion yuan [4] - The local parts supply rate is expected to increase from 38% in 2023 to 45% in 2024, driving the city's automotive parts output value to exceed 350 billion yuan [5] - By 2030, Changan plans to achieve a new energy production capacity of over 3 million units in Chongqing, creating a trillion-yuan automotive ecosystem in the Sichuan-Chongqing region [5] Group 5: Global Expansion - Changan has established production bases in Thailand, Europe, and Mexico, aiming to penetrate high-end markets [6] - The company exported 214,000 vehicles in the first half of the year, with an export value of 17.84 billion yuan, including 5.55 billion yuan from electric vehicles, marking a 53.3% year-on-year increase [3][6] - By 2027, Changan aims for overseas sales to account for 30% of its total sales, reinforcing Chongqing's position as an automotive industry hub along the Belt and Road Initiative [6]

Core Viewpoint - The establishment of China Chang'an Automobile Group Co., Ltd. marks a significant step in optimizing the layout of state-owned capital and enhancing the competitiveness of China's automotive industry, forming a new "three giants" structure in the sector [1][4]. Group 1: Company Formation and Structure - On July 29, the State-owned Assets Supervision and Administration Commission (SASAC) announced the formation of China Chang'an Automobile Group, which is now one of the 100 central enterprises under SASAC's oversight [1]. - The new group is formed from the split of the original Equipment Group, comprising 117 subsidiaries and focusing on automotive manufacturing, sales, and related services [1]. - The new leadership includes Zhu Huarong as the Party Secretary and Chairman, and Zhao Fei as the Deputy Secretary and proposed General Manager [2]. Group 2: Strategic Goals and Focus - The new enterprise aims to focus on key responsibilities and core technologies, with a mission to elevate national automotive brands [2]. - The group plans to develop smart vehicles, flying cars, and other innovative transportation solutions, while accelerating its global expansion [1][2]. - The SASAC emphasizes the importance of this formation in advancing the high-quality development of the intelligent connected new energy vehicle industry [2]. Group 3: Market Performance and Future Outlook - In the first half of the year, Chang'an Automobile reported total sales of 1.3553 million units, a year-on-year increase of 1.59%, with new energy vehicle sales reaching 451,700 units, up 49.05% [3]. - The restructuring is expected to enhance the group's operational flexibility and resource integration capabilities, facilitating its transformation into a leading player in the "new energy + intelligence" automotive sector [4].

Group 1 - The establishment of China Changan Automobile Group marks the first central enterprise headquartered in Chongqing, enhancing the competitive landscape of China's automotive industry with three major state-owned automotive groups [1][3] - The new group has a registered capital of 20 billion yuan and is ranked 73rd in the central enterprise directory managed by the State-owned Assets Supervision and Administration Commission (SASAC) [1][2] - Changan Automobile's sales reached 1.355 million units in the first half of the year, a 6.8% increase year-on-year, with electric vehicle sales growing by 48.8% to 450,000 units [2][3] Group 2 - The restructuring of the new central enterprise is part of the national initiative to reform state-owned enterprises and optimize state capital allocation, focusing on specialized operations rather than scale integration [3] - The new group aims to develop intelligent vehicles, flying cars, and a multi-modal transportation ecosystem while expanding into five major global markets [3][4] - The establishment of the new central enterprise is expected to contribute to the economic development of Chongqing, enhancing GDP and attracting high-end talent [4][5]

7月29日，中国长安汽车（000625）集团有限公司成立大会在重庆举行，标志着首家总部落户重庆的一 级央企开始挂牌运营。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，加快发展具有全球竞争力的世界一流品牌。 国务院国资委网站进行中央企业名录更新，中国长安汽车集团排第73位，这也是由国务院国资委直接管 理的第100家央企。 中国长安汽车集团于7月27日注册成立，注册资本为200亿元。证券时报记者梳理各平台看到，长安汽 车、阿维塔、长安启源的官方社交媒体头像均已更换为"新长安"字样。认证为"中国长安汽车集团有限 公司"的"新长安"官方微博以及官方公众号也已上线。 7月29日，国务院国资委发布《3户中央企业10名领导人员职务调整》，朱华荣任中国长安汽车集团党委 书记、董事长。他此前担任长安汽车董事长、党委书记，兼任长安福特董事长、阿维塔科技董事长。 此前，在深交所上市的长安汽车曾发布公告称，接到间接控股股东中国兵器装备集团有限公司通知，兵 装集团正在与其他国资央企集团筹划重组事项。 当时，市场普遍判断，长安汽车有可能与东风汽车组合，成为一家"超级车企"。 ...