要闻提示 NEWS REMIND 1.长城汽车 招聘 "35岁+"人才！魏建军：35岁不应该是终点 2.谁来买单？理想汽车CEO李想自曝与"蔚小理"大佬约饭：不舒服的建议也会提 3.再砸超百亿元！京东外卖启动"双百计划"，与淘宝、美团打擂台 4.重磅！新长安集团即将成立，预计8月落地 5. 突发！广汽菲克宣告破产 6.曾吐槽小米低价策略不配跟他们相提并论！保时捷上半年中国销量下降28%，买的人锐减 7.字节跳动否认甲骨文等财团将 收购TikTok美国业务 8.上海交大校友、苹果AI模型负责人跳槽Meta，扎克伯格开出数千万美元年薪 今日头条 HEADLINE NEWS 长城汽车招聘"35岁+"人才！魏建军：35岁不应该是终点 7月8日，长城汽车董事长魏建军于微博宣布即日开启"35+计划"，面向全球35岁以上人才开启专场招聘。 魏建军发言称："35岁不应该是终点，而是每个人面临的又一次'开场而已'，是新的一次深蹲起跳的起 点。" 魏建军直指行业对90后（首批已35岁）的年龄歧视问题，呼吁企业取消年龄限制，关注能力而非年龄标 签。魏建军表示，第一波90后今年已经35岁了，在别人看来是一道坎，很多岗位的大门已经将他 ...

港股理想汽车收跌0.09%，日股松下株式会社跌1.15%。 彭博电动汽车价格回报指数涨1.27%，报2492.86点。 成分股Lucid集团收涨9%，美国雅宝涨7.21%，智力化工矿业公司（SQM）涨5.72%表现第三，特斯拉涨 1.32%。 ...

Core Viewpoint - The article discusses the frequent personnel changes in the Chinese automotive industry as of June 2025, highlighting the need for organizational restructuring to adapt to rapid industry changes and competitive pressures [2][4]. Foreign Enterprises - Volkswagen and BMW have made significant personnel changes in their Chinese operations, with Robert Cisek appointed as the new CEO of Volkswagen's passenger car brand in China, effective July 1, 2025 [8][11]. - Cisek has a strong background in production strategy and has previously managed operations in South Africa, ensuring stability during crises like the pandemic and chip shortages [9][12]. - Birgit Böhm-Wannenwetsch will take over as President and CEO of BMW Brilliance from Franz Decker on August 1, 2025, bringing extensive experience from her previous roles in the automotive sector [16][19]. State-owned Enterprises - Chen Cui has been appointed as the General Manager of the MG brand, marking a significant leadership change as part of SAIC Group's push to accelerate its passenger vehicle business reform [22][24]. - North China Industries Group has appointed Liu Xuguang and Sun Jing as vice presidents, with Liu having a strong background in market strategy and Sun having successfully improved employee management efficiency [25][30][32]. - Dongfeng Motor Finance has seen leadership changes with Ding Guoxiang becoming the Party Secretary and Chairman, while Li Hua takes over as General Manager [34][35]. Private Enterprises - Lars Bialkowski has been appointed as the head of BYD's operations in Germany, focusing on expanding the company's presence in the European market [38][41]. - GWM has appointed Lü Wenbin as the General Manager of the Ora brand, which is facing challenges in market performance and aims to revitalize its sales strategy [42][46]. - Zhou Xing has joined Lynk & Co as the Executive Vice President, bringing a wealth of experience in automotive marketing and brand development [47][50]. New Forces - Li Auto has restructured its organization by merging its R&D and sales groups into a new "Smart Vehicle Group," aimed at enhancing collaboration across the value chain [51][53]. - Hu Chengchen, a key figure in NIO's technology planning, has left the company, while Chen Guang has joined Xiaomi Auto as the head of perception for assisted driving [56][61].

Core Viewpoint - The article discusses the perception that individuals should not prioritize personal preferences when choosing a vehicle, particularly in the context of the Li Auto brand, and argues that owning a Li Auto vehicle can indeed be enjoyable for individuals [1]. Group 1: Reasons for Perception - Many believe that Li Auto vehicles are not designed for individual use due to the brand's focus on family-oriented marketing and product definitions, which often emphasize larger groups [2]. - Cultural factors in China promote the idea of self-sacrifice for family, leading to a perception that vehicles should cater to family needs rather than individual preferences [2]. Group 2: Product Features and User Experience - The Li Auto L789 model, which has been popular in 2023, emphasizes comfort over driving control, aligning with the notion of sacrificing personal preferences for family needs [3]. - Feedback from users has led to improvements in driving control in the 2024 L789 model and the 2025 L9 model, indicating responsiveness to consumer preferences [3]. - Li Auto's marketing predominantly targets family scenarios, with little emphasis on individual use, reflecting the company's belief that the family market is substantial [3]. Group 3: Advantages of Individual Use - Using a Li Auto vehicle as an individual can provide more convenience, such as the ability to keep more personal items on hand that may not be feasible in a multi-user scenario [4]. - The design of the MEGA model allows for a flat single bed setup, which is more advantageous for individual users compared to the L89 model, which has limitations in this regard [5]. - The placement of cup holders and other features in the MEGA model enhances the experience for individual users, allowing for better organization and accessibility [6][7]. Group 4: Overall Comfort and Utility - For individuals, the ability to prioritize personal needs when packing for trips can lead to a more enjoyable experience, as they can choose items that suit their preferences without compromise [8]. - The comfort level of Li Auto vehicles is highlighted as a significant advantage for individual drivers, making them less fatigued during use compared to competitors [8].

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2860 stations built, moving towards a target of over 4000 stations by the end of 2025 [1] - The progress for new stations this year is at 49.85%, indicating a steady increase towards the annual goal [1] - With 176 days remaining in the year, the company needs to build an average of 6.48 new stations daily to meet the year-end target [1] Group 2 - A new supercharging station has been established in Jiaxing City, Zhejiang Province, featuring specifications of 4C × 6 [1]

Core Viewpoint - Li Auto (02015.HK) reported a weekly sales figure of 7,200 units for the week of June 30 to July 6, 2025, indicating a steady performance in the electric vehicle market [1] Company Summary - Li Auto's weekly sales reached 7,200 units during the specified week, reflecting the company's ongoing growth in the electric vehicle sector [1]

Group 1: Automotive Industry Overview - The automotive industry is experiencing varied performance among major players, with Volkswagen leading at 541.3 billion, followed by General Motors at 508.5 billion and Ford at 469.63 billion [2] - Notable declines are observed in companies like Honda, which saw a decrease of 16.38%, and Stellantis with a decline of 15.53% [2] - Emerging companies such as Li Auto and Xpeng are showing growth, with Li Auto increasing by 8.17% to 275.2 billion and Xpeng decreasing by 8.81% to 167.66 billion [2] Group 2: Company Performance Metrics - Volkswagen's revenue stands at 541.3 billion, reflecting a slight increase of 0.59% [2] - General Motors reported a revenue of 508.5 billion, with a significant decline of 10.48% [2] - Ford's revenue is at 469.63 billion, showing a decrease of 8.9% [2] - Other notable companies include Porsche at 453.57 billion (-3.2%), and Mahindra at 442.32 billion (-0.31%) [2] Group 3: Emerging and Regional Players - Companies like SAIC Motor and Geely are performing steadily, with SAIC at 281.27 billion (+1.46%) and Geely at 211.2 billion (+1.28%) [2] - New entrants such as Leapmotor and VinFast Auto are also in the mix, with Leapmotor at 88.93 billion and VinFast at 85.13 billion, the latter experiencing a decline of 3.15% [3] - NIO and Zeekr are also noteworthy, with NIO at 76.12 billion (-2.23%) and Zeekr at 66.01 billion (+0.03%) [3]

Core Viewpoint - The Bloomberg Electric Vehicle Price Return Index has decreased by 1.37%, closing at 2458.70 points, marking a second consecutive day of decline as of 21:30 Beijing time on the opening of US markets [1] Group 1: Market Performance - The index experienced a gap down at the market open, indicating a bearish sentiment [1] - Component stocks generally fell, with notable declines including Plug Power down 6.80%, Tesla down 6.79%, and American Battery Technology down 3% [1] - Other companies such as MP Materials, Rivian, and Lucid Group saw declines ranging from 2.54% to 2.31% [1] Group 2: Positive Performers - In contrast, Zeekr's ADR rose by 0.04%, while Hong Kong-listed Geely Automobile Holdings increased by 0.49% [1] - NIO Group and XPeng Motors saw gains of 0.56% and 2.68% respectively, with Li Auto up by 2.80% [1] - Zhejiang Leapmotor Technology experienced the highest increase among the mentioned companies, rising by 5.28% [1]

Group 1 - The core viewpoint of the article highlights the progress of the company's supercharging station construction, with a current total of 2859 stations and a target of over 4000 by the end of 2025 [1] - The completion rate for new supercharging stations this year has increased from 49.71% to 49.80%, indicating steady progress towards the annual goal [1] - There are 177 days remaining in the year, and the company needs to build an average of 6.45 new stations daily to meet the year-end target [1] Group 2 - Two new supercharging stations have been completed in Xiamen, Fujian Province, both located at the Dongfu Service Area on the Shenhai Expressway, with specifications of 2C × 3 and 5C × 1 [1]

Group 1 - Nasdaq Golden Dragon China Index increased by 1.6%, outperforming the three major US stock indices, which are down by up to 0.6% [1] - Notable gains in popular Chinese concept stocks include Bilibili up over 7.8%, Baidu and Yum China up to 5.3%, and Li Auto up over 4.3% [1] - Significant stock movements include Yunmi Technology up 36.14%, XinYong up 30.77%, and Bit Origin up 24.94% [1] Group 2 - Yunmi Technology's current price is $2.26, with a rise of 36.14% and a year-to-date increase of 54.79% [2] - XinYong's current price is $4.25, with a rise of 30.77% and a year-to-date increase of 429.28% [2] - Bit Digital's current price is $3.56, with a rise of 21.12% and a year-to-date increase of 21.53% [2]