CHANGAN AUTOMOBILE-B(000625)

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年内58家车企披露中期分红超百亿元
Zheng Quan Ri Bao Wang· 2025-09-30 06:07
9月29日晚间,赛力斯(601127)集团股份有限公司(简称"赛力斯")披露2025年半年度利润分配预 案,拟派发现金红利5.06亿元(含税)。 今年以来,在汽车行业业绩稳健增长背景下,车企纷纷中期分红。据数据统计,截至9月30日,58家汽 车行业(申万一级)公司宣告中期分红(含一季报分红和中报分红),金额合计123.71亿元,同比增长 81.43%。 18家披露分红金额超1亿元 分红增多背后,是今年汽车行业业绩稳健增长。据数据统计,今年上半年,汽车行业上市公司合计实现 营业收入1.96万亿元,同比增长7.66%;实现归母净利润831.46亿元,同比增长0.45%。 行业分析人士认为,"金九银十"将至,汽车板块景气度有望上行。一方面,以旧换新效果进一步显现。 华泰证券认为,二季度汽车板块营收稳健增长,营收同比增长9%,环比增长16.6%,以旧换新政策或有 力支持"金九银十"旺季销售。 另一方面,海外收入占比增长带来行业韧性提升。广发证券认为,今年上半年,出口继续为乘用车板块 营收和利润增长贡献超额弹性。参考历史上政策延续年份的季节性规律,结合政策预期和资金使用额 度,预计今年下半年乘用车销量或仍有良好表现,维 ...
“四巨头”畅谈AI智驾:智能网联新能源汽车的未来发展
Zhong Guo Xin Wen Wang· 2025-09-30 05:37
"传统汽车工业要想实现质的飞跃,必须要插上人工智能的翅膀。"李书福认为,AI技术在汽车行业中的 应用前景非常广阔,能够助力传统车企进一步挖掘和发挥自身竞争力,具有巨大的潜力和价值。 谈及未来,李书福表示,安全是汽车行业发展永恒的前提。未来的汽车,将融会贯通所有领先技术,仿 佛一个拥有众多资深司机智慧的"智能大脑"。 "赛力斯一直在思考如何提供更极致的用户体验。直到AI的出现,让我们豁然开朗。"张兴海表 示,"AI+车"的第一步是先成为移动智能体,能够具备智能安全、智能增程和智慧服务的特点。未来 的"AI+车"将成为一个有情感、更智慧、更安全、可信赖的移动智能体和生活伴侣。 "未来的汽车将成为一个超级智能体,可以是人们工作最好的伙伴、生活最好的秘书、情感最好的伴 侣,也将成为一个超级空间,为人们的未来生活提供无穷的想象力和美好体验。"印奇表示,"AI+车"是 人类通向通用人工智能的最重要的产业基石。未来,会依托"AI+车"的技术基础,培育孵化出更加完整 的产业生态链,并涌现出更多具身场景终端。(完) 中新网重庆新闻9月30日电 9月28日,"新韵重庆千里智驾——AI重庆智驾之夜暨千里科技品牌发布 会"举行。活动 ...
阿维塔变更为股份有限公司

Xin Lang Cai Jing· 2025-09-30 02:49
天眼查App显示,近日,阿维塔科技(重庆)有限公司发生工商变更,企业名称变更为阿维塔科技(重 庆)股份有限公司,同时发生高管变更。阿维塔科技(重庆)股份有限公司成立于2018年7月,法定代 表人为陈卓,注册资本约30.7亿人民币,经营范围包括第二类增值电信业务、道路机动车辆生产、小微 型客车租赁经营服务等。股东信息显示,该公司由长安汽车(000625)、宁德时代(300750)、南方工 业资产管理有限责任公司等共同持股。 ...
纯电动乘用车出海需获许可,汽车出口从拼数量到拼质量
Xin Jing Bao· 2025-09-30 00:13
Core Viewpoint - China's automotive exports are undergoing significant regulatory changes, with new export license requirements for pure electric passenger vehicles starting January 1, 2026, aimed at promoting healthy development in the new energy vehicle trade [1][3]. Group 1: Regulatory Changes - The Ministry of Commerce has announced that pure electric passenger vehicles will now require export licenses, marking a shift in export management for these vehicles [1][3]. - The new regulations will apply to vehicles with a Vehicle Identification Number (VIN), which will help in categorizing and managing exports more effectively [2][3]. - The implementation of export licenses is expected to enhance brand responsibility, service levels, and curb low-price competition in the export market [1][4]. Group 2: Market Impact - In the first eight months of this year, the export volume of electric passenger vehicles with VINs reached 1.082 million units, representing nearly half of the total electric vehicle exports of 2.2534 million units [2]. - The export value of electric passenger vehicles during the same period was approximately 294.79 billion yuan [2]. - The new regulations are anticipated to drive a transformation in the industry from scale expansion to quality enhancement, thereby improving the international image of Chinese automotive brands [4]. Group 3: Industry Response - Automotive manufacturers will need to meet stricter qualifications to obtain export licenses, which will prevent unauthorized exports and ensure quality control [3][4]. - Companies are encouraged to develop comprehensive service networks abroad to support their products, enhancing customer satisfaction and brand reputation [3][4]. - The new policy is viewed as an opportunity for compliant companies to deepen their international presence and adapt to local markets [4]. Group 4: Future Outlook - The global automotive landscape is undergoing restructuring, with predictions that by 2030, Chinese brands could achieve a production scale of nearly 30 million vehicles globally [5]. - The focus on high-quality exports is expected to position Chinese electric vehicles favorably in international markets, fostering long-term growth and competitiveness [4][5].
天枢智能加持,长安启源A06聚焦家庭用户智能出行
Jing Ji Guan Cha Bao· 2025-09-29 17:47
(原标题:天枢智能加持,长安启源A06聚焦家庭用户智能出行) A06配备天枢智能驾驶辅助,拥有1颗激光雷达+3颗毫米波雷达+12颗超声波雷达+11个摄像头,构建 起"全景监控"式感知网络。同时,A06搭载了高速领航辅助、AEB自动紧急制动、AES智能避险、智能 泊车辅助等功能。 底盘方面,长安启源A06搭载了同级唯一全铝前双叉臂+后五连杆悬架,使得整体操控性能良好。配备 的IDTC智能动态扭矩控制系统,是长安汽车工程的王牌之一,它能实时感知路况,毫秒级扭矩调节, 有效解决了减速带等工况下的轮速差问题。 A06纯电续航630km,搭载的同级唯一800V碳化硅高压平台+6C闪充,平均2秒充1公里,从30%充到 80%只要9分钟,从10%充到80%只需12分钟,10分钟续航增加330km。能耗方面,百公里电耗仅11.3 度,算下来1度电能跑10公里,一公里4分钱。 作为一款中型新能源轿车,长安启源A06定位"大美舒享新家轿",其以央企标准为底色,以天枢智能为 核心,15万元级的价格带来30万元级的排面,有望以越级实力为新能源家轿市场注入新的活力。 9月28日,长安启源A06开启全球先享预订,共推出6款配置车型,分别 ...
中国长安汽车:力争今年产销汽车达到300万辆
Xin Hua Cai Jing· 2025-09-29 11:43
图为长安数智工厂内正在工作的智能机器(中国长安汽车供图) 这座占地面积约1159亩,并运用云计算、大数据、AI和全域5G技术,实现全工厂高度智能化运作的数智工厂,成为"新央企·新长安"高质量发展的一个缩 影。 新华财经北京9月29日电(记者沈寅飞)位于重庆市渝北区长安数智工厂内,这里已经实现了1分钟下线1辆车的中国制造速度:拥有1400余个机器人,420余 台智能AGV,286个全自动化工作站;4个5G宏站,338个5G微站,实现1万2千多台设备无缝组网;AI视觉质检覆盖25个场景73个工位,缺陷拦截率大幅提 升…… 据介绍,未来,中国长安汽车将继续全力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,为实现智能网联新能源汽车产业高质量发展、建设 汽车强国贡献长安力量。 图为长安汽车西部汽车试验场(垫江)内正在进行的汽车试验 (中国长安汽车供图) 再如,长安汽车西部汽车试验场(垫江)作为长安汽车研发验证的"终极考场",该试验场总占地面积达3500亩,相当于5555个标准篮球场的总和。这里布局 了14条功能各异的专业试验道路和70余种特殊路面,能够全面满足从基础性能到耐久可靠性的严苛试验需求,年测试总里程 ...
到2035年新能源汽车将成主流
Dong Zheng Qi Huo· 2025-09-29 11:14
1. Report Industry Investment Rating - Not provided in the given content 2. Core Viewpoints of the Report - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China, with the net greenhouse gas emissions in the entire economic scope decreasing by 7%-10% from the peak, non-fossil energy consumption accounting for over 30% of the total energy consumption, and other goals to be achieved [1][109][118]. - The penetration rate of the Chinese new energy vehicle market exceeded 30% in 2023 and 50% in 2024. In 2025, high - competitiveness new car products are continuously launched, and price wars are gradually stopped. Overseas markets face trade protectionism in Europe and the United States, so attention should be paid to new growth points such as countries along the Belt and Road and the Middle East. The market share of independent brands continues to expand [3][120]. 3. Summary According to Relevant Catalogs 3.1 Financial Market Tracking - The one - week price changes of related sectors and listed companies are presented in charts. For example, BYD's one - week price decline was 1.65%, while Seres' was 9.48% [12][15]. 3.2产业链数据跟踪 3.2.1 China New Energy Vehicle Market Tracking - **Sales and Exports**: Data on China's new energy vehicle sales, penetration rate, domestic sales, exports, and sales of EV and PHV are presented in charts [16][21][23]. - **Inventory Changes**: Charts show the monthly new additions to new energy passenger vehicle channel inventory and manufacturer inventory [24][25]. - **Delivery Volumes of Chinese New Energy Vehicle Enterprises**: Monthly delivery volumes of enterprises such as Leapmotor, Li Auto, XPeng, NIO, etc., are presented in charts [27][28][32]. 3.2.2 Global and Overseas New Energy Vehicle Market Tracking - **Global Market**: From January to July, global new energy vehicle sales reached 9.233 million, a year - on - year increase of 25.9%. Except for China, Europe and other regions also had significant growth, with year - on - year increases of 29.5% and 53.4% respectively [2]. - **European Market**: Data on European new energy vehicle sales, penetration rate, and sales of EV and PHV in countries like the UK, Germany, and France are presented in charts [44][50][55]. - **North American Market**: In August, US new energy vehicle sales and penetration rate reached record highs. Due to the expiration of the federal electric vehicle tax credit on September 30, high market enthusiasm is expected to continue in September, followed by a sharp decline. Data on North American new energy vehicle sales, penetration rate, and sales of EV and PHV are presented in charts [2][119]. - **Other Regions**: Data on new energy vehicle sales, penetration rate, and sales of EV and PHV in regions such as Japan, South Korea, and Thailand are presented in charts [62][70][72]. 3.2.3 Power Battery Industry Chain - Data on power battery installation volume, export volume, weekly average price of battery cells, material costs, and the operating rates and prices of various battery materials are presented in charts [79][81][85]. 3.2.4 Other Upstream Raw Materials - Data on the daily prices of rubber, glass, steel, and aluminum are presented in charts [102][103][104]. 3.3 Hot News Summaries 3.3.1 China: Policy Dynamics - By 2035, new energy vehicles will become the mainstream of newly sold vehicles in China. From 2026, export license management will be implemented for pure - electric passenger vehicles [109]. 3.3.2 China: Industry Dynamics - From September 1 - 21, new energy vehicle retail sales increased by 10% year - on - year, and cumulative retail sales since the beginning of the year increased by 24%. In the 38th week (September 15 - 21), new energy passenger vehicle retail sales were 299,000, a year - on - year increase of 5.9%, and cumulative retail sales since the beginning of the year were 8.214 million, a year - on - year increase of 23.0% [111][112][113]. 3.3.3 China: Enterprise Dynamics - Chery Automobile was listed on the Hong Kong Stock Exchange, raising HK$9.14 billion. Li Auto and Sunwoda Power jointly established a battery company [114]. 3.3.4 Overseas: Policy Dynamics - Australia announced a 2035 emission reduction target, aiming to reduce emissions by 62 - 70% compared to 2005. The US lowered the import tariff on EU cars to 15%, and Turkey imposed new tariffs on imported passenger cars [114][116][119]. 3.3.5 Overseas: Enterprise Dynamics - BYD's Brazilian factory obtained an international green certificate. Porsche adjusted its product strategy, slowing down electrification and lowering its 2025 performance expectations [117][118]. 3.4 Investment Advice - Pay attention to new growth points such as countries along the Belt and Road and the Middle East. Focus on enterprises with strong product capabilities, smooth overseas expansion, and stable supply [3][120].
今日新闻丨11.99万元起,长安启源A06纯电版开启预售!德国总理呼吁欧盟取消燃油车禁令!猛士M817 Max+上市!
电动车公社· 2025-09-29 11:06
Group 1: New Vehicle Launches - The Hummer M817 Max+ has been launched with a limited-time price of 369,900 yuan, featuring a futuristic design and dimensions of 5100×1998×1899/1919mm, with a wheelbase of 3005mm, positioning it as a mid-to-large plug-in hybrid SUV [1][2][4] - The Changan Qiyuan A06 pure electric version has opened for pre-sale, with a price range of 119,900 to 159,900 yuan, offering six models [9][10] - The Hummer M817 Max+ includes a 145kW 1.5T engine combined with a dual-motor plug-in hybrid system, achieving a maximum power of 505kW and an upgraded lithium iron phosphate battery capacity of 50.4kWh, providing a pure electric range of 215km [7][8] Group 2: Vehicle Features and Specifications - The Hummer M817 Max+ features a user-friendly interior with multiple physical buttons, a 10.25-inch instrument screen, a 15.6-inch central control screen, and a 6-screen linkage system, along with luxury features such as heated and ventilated seats, a 18-speaker sound system, and a car refrigerator [5][6] - The Changan Qiyuan A06 showcases a new design language with a drag coefficient of 0.205, dimensions of 4885/1916/1496mm, and a wheelbase of 2922mm, positioning it as a mid-size pure electric sedan [14] - The Changan Qiyuan A06 is equipped with advanced features such as a 30-inch AR-HUD, luxury massage seats, and a laser radar-assisted driving system, with battery options providing a range of 510 to 630km [19] Group 3: Industry Trends and Regulatory Environment - German Chancellor Friedrich Merz has called for the EU to abandon the 2035 ban on fuel vehicles, advocating for a more gradual approach to carbon neutrality, which may impact the automotive industry's direction [20][21] - The European automotive market is currently facing challenges, with companies experiencing significant profit declines due to intensified competition and tariffs, leading to a split in opinions on the fuel vehicle ban [23]
陷“变相降价”风波,深蓝汽车难掩销量焦虑
3 6 Ke· 2025-09-29 10:25
但现如今,深蓝给新款S09加配不加价,就相当于是给原款S09变相降价,又由于价格不变,"一年保价"也成了一句空谈。 难以维权的深蓝S09老车主们纷纷聚集到社交平台中吐槽,本应有机会依靠新车型再提销量的深蓝,如今正身陷"背刺老车主"的指责中。 9月8日,深蓝汽车在一场秋季新品发布会上连发了3款车型,其中,刚刚在5月发布的深蓝S09更新换代出了超长续航超充版,售价与普通版相同。 4个月的时间里,就让一款车型的续航从"中杯"变成"超大杯",价格还不变,这本应是一件能给深蓝加分的事,但已经购买过深蓝S09的老车主们却坐不 住了。 不少深蓝S09车主在两个月前刚刚提车,新车刚到手就变相贬值,让很多车主无法接受。 更重要的是,今年5月,深蓝汽车董事长邓承浩刚刚在发布S09时向车主承诺"一年保价",这也成了不少车主最终决定在众多20万以上车型中,选择购买深 蓝S09的主要原因之一。 深蓝汽车在发布会中发布的保价政策,图源深蓝汽车官方微博 每家车企,几乎都有自己的舒适区。从懂车帝显示的情况来看,深蓝的舒适区在10万元-20万元价位段,除了深蓝S09外,只有深蓝G318的最高价超过了 20万元。 因此,当深蓝推出一款起售价就超 ...
崔东树:2025年8月中国占世界汽车份额38% 中国市场活力强、增速快
智通财经网· 2025-09-29 09:09
2025年8月的世界汽车销量达到760万台,同比增6%,环比7月下降1%。随着中国车市的持续走强,2025年8月世界车市较2018年8月峰值大幅超越,处历 年的峰值水平。2025年1-8月销量6198万台,同比增长6%。 在2018-2020年连续下滑后,2021年的世界主力国家汽车销量8135万台,同比增长4%,疫情后恢复表现较好。但2022年仅有8018万台,同比下降1%,仅稍 高于2020年销量。2023年的世界汽车销量达到8901万台,同比增长11%。2024年修正后的年度总销量9177万台,超越2019年,恢复到合理水平。 虽然世界汽车环境复杂,但2025年1-8月销量6198万台,超越2017年,恢复到高位水平,但仍低于2018年同期销量。 2、历年世界汽车销量走势 1、当月世界汽车销量走势 9月29日,乘联会秘书长崔东树发文称,2025年世界市场进一步分化,中国份额逐步回升。2025年初,随着两新补贴政策超强支出,导致中国汽车销量回 升,8月中国的世界份额回升到38%的较好水平,较去年提升4个百分点。 2025年8月的世界汽车销量达到760万台,同比增6%,环比7月下降1%。随着中国车市的持续走 ...