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"。 ...

Group 1 - The establishment of Changan Automobile as a central enterprise is expected to enhance its decision-making efficiency, allowing it to seize valuable time in the rapidly transforming automotive industry towards new energy and intelligence [1] - Changan Automobile's independence poses challenges in overcoming the "large but weak" issue typical of state-owned enterprises, necessitating a balance between regulatory compliance and market responsiveness akin to private enterprises [1] - The restructuring of central enterprises aims to enhance core functions and competitiveness, with expectations of a stable number of central enterprises in the near future, focusing on upgrading traditional industries and developing emerging sectors [1] Group 2 - The establishment of Changan Automobile in Chongqing is a significant move for optimizing major productivity layouts and promoting regional coordinated development, supporting Chongqing's economic growth [2] - Changan Automobile's strategic focus on advanced fields such as flying cars and low-altitude economy is anticipated to position Chongqing as a leader in emerging industries [2] - Chongqing aims for its vehicle exports to account for 10% of the national total by 2027, while Changan targets a production and sales scale of 5 million vehicles by 2030, with over 30% of sales coming from overseas [2] Group 3 - The development of smart connected new energy vehicles is a priority in Chongqing's high-quality manufacturing action plan, leveraging the city's strong industrial foundation and complete automotive talent and technology ecosystem [3] - In the first half of 2025, Chongqing's automotive production reached 1.2185 million units, with new energy vehicles accounting for 489,300 units, reflecting a year-on-year growth of 25% [3] - Chongqing's action plan aims for the smart connected new energy vehicle parts industry to achieve revenues of 700 billion yuan by 2027, with a target of gathering 1,000 related enterprises [3]

2021年以来，国务院国资委还组建了其他6家新央企，分别为中国卫星（600118）网络集团、中国电气 装备集团、中国稀土（000831）集团、中国矿产资源集团、中国资源循环集团、中国雅江集团 7月29日，国务院国资委发布公告称，经国务院批准，组建中国长安汽车（000625）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。 同日，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，我国形成中国第一汽车集团有限公司、东风汽车集团有限公司、中国长安汽车集团有限公 司三大央企汽车集团。 阳光时代律师事务所合伙人、国企混改中心负责人朱昌明在接受《证券日报》记者采访时表示，新央企 的设立往往服务于国家重大战略目标，如保障能源安全、推动汽车强国建设、提升高端制造能力等，这 体现了中央企业"国家队"的战略定位。从近年来新央企的设立来看，专业化整合趋势更为突出。 "在中国经济高质量发展新阶段，中央企业需要在细分领域增强核心功能、提升核心竞争力。"在朱昌明 看来，近年来新设立的中央企业功能定位更加清晰 ...

Core Viewpoint - A recent Reuters investigation revealed that some Chinese car manufacturers are inflating sales figures through "pre-insurance" practices, which have become increasingly common in the industry, involving both domestic and foreign brands such as BYD, Volkswagen, Toyota, and Buick [1] Group 1: Consumer Complaints - The investigation identified 97 consumer complaints regarding the practice of pre-insurance, where vehicles were insured under someone else's name before being sold [1] - Dealers admitted that this practice is aimed at meeting monthly sales targets [1] - Affected brands include Neta, Zeekr, Li Auto, Changan, Geely, and FAW-Volkswagen, with many vehicles counted as "sold" before official sales, referred to as "zero-kilometer used cars" [1] Group 2: Company Responses - Volkswagen China stated it will investigate the complaints and emphasized that it does not use insurance to boost sales [1] - SAIC-GM clarified that its sales data is based on actual deliveries [1] - BYD and Geely did not respond to requests for comment [1] Group 3: Legal Actions and Industry Implications - Court records indicate that since 2023, consumers have filed lawsuits against dealers for concealing pre-insurance practices, with some cases resulting in consumer victories and compensation [1] - Industry insiders noted that such practices could mislead the market's understanding of actual demand and pose risks in production capacity allocation [1]

7月29日，中国长安汽车集团有限公司在重庆挂牌成立。这家新央企由原兵器装备集团实施分立，拥有 117家分子公司。这次重组是国家推动央企改革、优化国有资本布局的重要一步，也是提升中国汽车产 业竞争力的重要举措。 近期，高盛将未来12个月MSCI中国指数的目标从85上调至90，外资对A股未来走势纷纷转多。此外高 盛近期全球路演反馈显示，投资者对中资股的兴趣已攀升至近年高位。 中国长安汽车集团挂牌成立，为第三家汽车央企 据央视新闻，7月29日，中国长安汽车集团有限公司在重庆挂牌成立。 这家新央企由原兵器装备集团实施分立，拥有117家分子公司。主要经营业务有汽车整车及零部件、汽 车销售、金融及物流服务、摩托车等。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、飞行汽车、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。 这次重组是国家推动央企改革、优化国有资本布局的重要一步，也是提升中国汽车产业竞争力的重要举 措。汽车行业作为国民经济支柱产业，整合步伐正在提速。国务院国资委相关负责人表示，至此，我国 形成的三大央企汽车集团 ...

在公告中长安汽车提到，兵器装备集团分立为兵器装备集团 （存续公司）和中国长安汽车（新设公司）的工商登记手续已完成。7月27日，兵器装备集团与 中国长安汽车签订了《中国兵器装备集团有限公司分立协议》，分立前兵器装备集团直接持有的长安汽车14.23%股份、辰致汽车科技集团有限公司（简 称"辰致集团"）100%股权全部分立至中国长安汽车，不涉及价款支付。 本次权益变动后，长安汽车与控股股东及实际控制人的股权结构图。长安汽车公告截图。 本次分立采取存续分立形式，被分立企业兵器装备集团主体资格保留，同时新设一家具有企业法人资格的有限责任公司，即中国长安汽车。分立前，兵器装 备集团的注册资本约为365.65亿元。分立后，兵器装备集团的注册资本调整为约165.65亿元；中国长安汽车的注册资本为200亿元。 此前，兵器装备集团直接持有长安汽车14.23%的股份，并通过辰致集团、中汇富通投资有限公司（简称"中汇富通"）、南方工业资产管理有限责任公司、南 方工业国际控股（香港）有限公司间接持有长安汽车25.46%的股份，合计持有长安汽车39.69%的股份。本次权益变动后，中国长安汽车直接持有长安汽车 14.23%的股份，并通过辰 ...

Group 1 - The establishment of China Changan Automobile Group Co., Ltd. marks the first central enterprise headquartered in Chongqing, with a registered capital of 20 billion yuan [2][3] - The company aims to enhance the development of intelligent connected new energy vehicles and accelerate the creation of globally competitive brands [2][3] - The official social media accounts for "China Changan Automobile Group" were launched on July 28, 2023, with a statement from Chairman Zhu Huarong emphasizing a new mission and journey [2] Group 2 - The formation of the new central enterprise is part of a strategic restructuring of the China Ordnance Industry Group, which involves the separation of its automotive business into an independent central enterprise [3] - The former controlling shareholder of Changan Automobile has been renamed to "Chen Zhi Automobile Technology Group Co., Ltd." without affecting the shareholding structure or governance [3] - The establishment of the new enterprise reflects the central government's support for the western development strategy and the promotion of local innovation in Chongqing [3] Group 3 - Changan Automobile has a history of 162 years and operates 14 manufacturing bases and 34 factories globally [4] - In the first half of 2025, Changan Automobile reported total sales of 1,355,256 vehicles, with overseas sales of 299,426 vehicles, representing a year-on-year growth of 1.59% [4][5] - The sales of new energy vehicles reached 451,714 units in the same period, showing a significant year-on-year increase of 49.05% [5] Group 4 - As of July 29, 2023, Changan Automobile's stock price closed at 13.27 yuan per share [6] - The leadership team for the newly established China Changan Automobile Group has been announced, with Zhu Huarong serving as the Party Secretary and Chairman [6]

Core Viewpoint - The establishment of China Changan Automobile Group marks the creation of the third central enterprise in the automotive industry in China, following China FAW Group and Dongfeng Motor Group, and signifies a historic milestone for Chongqing as it achieves its first-level central enterprise status [1][3]. Group 1: Establishment and Structure - China Changan was officially established on July 29, 2023, in Chongqing, with 117 subsidiaries covering various automotive-related businesses, including vehicle manufacturing, sales, financial services, and logistics [3]. - The new central enterprise aims to focus on developing smart vehicles, flying cars, and embodied intelligence, while also accelerating its global expansion into Southeast Asia, the Middle East, Africa, Central and South America, and Europe [3][10]. Group 2: Leadership and Management - The leadership team of China Changan includes Zhu Huarong as the Party Secretary and Chairman, and Zhao Fei as the Deputy Secretary and General Manager candidate, representing a combination of experienced and younger leadership [4]. - This new leadership structure indicates the completion of the integration process for the new central enterprise and reflects the state’s intention to promote central enterprise reform and optimize the layout of state-owned capital [4][12]. Group 3: Industry Context and Trends - The automotive sector has faced challenges such as resource duplication and fragmentation, making the integration of state-owned enterprises a significant trend [5]. - The Ministry of Industry and Information Technology has signaled support for the consolidation of automotive enterprises to enhance competitiveness amid increasing domestic competition and international trade barriers [5][6]. Group 4: Market Position and Performance - China Changan's registered capital is 20 billion yuan, ranking it second among automotive central enterprises, just behind China FAW Group [9]. - In the first half of 2023, China Changan achieved a total sales volume of 1.3553 million vehicles, a year-on-year increase of 1.6%, with June sales reaching 235,100 units, up 4.5% year-on-year [10][14]. Group 5: Future Goals and Innovations - The company aims to achieve a production and sales scale of over 5 million vehicles by 2030, with more than 60% of sales coming from new energy vehicles and over 30% from overseas markets [14]. - China Changan is also investing in the development of flying cars and humanoid robots, with plans to allocate over 200 billion yuan for technological innovation over the next decade [15][16].

记者丨易思琳 编辑丨黄剑 江佩佩 中国第三家汽车央企正式诞生。 7月29日，中国长安汽车集团有限公司在重庆挂牌成立。这距离长安、东风两大汽车集团的重组暂停、 国务院批准兵装旗下汽车业务独立、国资委按程序下发通知，仅过去55天。 新汽车央企股权结构图曝光 29日晚，重庆长安汽车股份有限公司（000625.SZ，下称"长安汽车"）发布《关于中国兵器装备集团有 限公司重组进展暨公司控股股东变更的提示性公告》，首次披露新汽车央企成立后的股权结构图。 关于长安汽车股权方面，本次变动前，兵器装备集团合计持有长安汽车近40亿股股份（占长安汽车总股 本的 39.69%）、辰致汽车科技集团有限公司100%股权全部分立至中国长安。 公司于7月29日午间发布重组进展公告，并定于7月30日下午召开投资者说明会。截至29日收盘，长安汽 车股价报收13.27元/股，总市值为1316亿元。 目前国务院国资委网站的央企名录已经完成更新，中国长安汽车集团正式入列，序号为73。这也是继新 增的中国雅江集团之后，由国务院国资委直接管理的第100家央企。 新长安以新央企的姿态亮相，除名字、总部尘埃落定外，同一时间，新汽车集团的领导班子正式公布。 据 ...

靴子落地。 7月29日，中国长安汽车集团有限公司在重庆挂牌成立。这距离长安、东风两大汽车集团的重组暂停、 国务院批准兵装旗下汽车业务独立，仅过去55天。 据全国组织机构统一社会信用代码数据服务中心官网显示，中国长安汽车集团有限公司于2025年7月27 日正式注册成立，法定代表人为朱华荣，注册地址为重庆市江北区建新东路260号。 同一天，长安汽车也宣布其间接控股股东将由中国兵器装备集团有限公司（简称"兵装集团"）变更为中 国长安汽车集团有限公司，实际控制人仍为国务院国有资产监督管理委员会。 这意味着长安汽车集团正式成为第三家国资委直管的汽车央企，与中国一汽集团、东风集团并列，地位 和兵装集团相当。 目前国务院国资委网站的央企名录已经完成更新，中国长安汽车集团正式入列，序号为73。这也是继新 增的中国雅江集团之后，由国务院国资委直接管理的第100家央企。 新长安以新央企的姿态亮相，除名字、总部尘埃落定外，同一时间，新汽车集团的领导班子正式公布。 据国务院国资委网站发布的《3户中央企业10名领导人员职务调整》文件显示，朱华荣出任中国长安汽 车集团有限公司党委书记、董事长；赵非任中国长安汽车集团有限公司党委副书记、董 ...