搭载固态电池汽车上市 | 投研报告

Core Viewpoint - The report highlights the growth in the new energy vehicle market and the performance of various sectors within the electric power and new energy industries, indicating a positive trend in sales and technological advancements. Industry Summary - From August 1 to 24, the retail sales of new energy vehicles in China reached 727,000 units, representing a year-on-year increase of 6% and a month-on-month increase of 7% [4] - The electric power and new energy sectors saw an overall increase of 3.99% this week, with specific sectors such as industrial automation rising by 4.46% and wind power by 3.35% [3] - The solid-state battery technology is advancing, with SAIC announcing the price of its MG4 model equipped with semi-solid-state batteries, significantly lower than market expectations [2][4] - The central government is addressing "involution" competition in the photovoltaic sector, aiming to improve product quality and phase out outdated production capacity [2][4] Company Summary - Sunshine Power reported a net profit of 7.735 billion yuan for H1 2025, a year-on-year increase of 55.97% [5] - Deye Co., Ltd. achieved a net profit of 1.522 billion yuan for H1 2025, up 23.18% year-on-year [5] - Aotewei's net profit for H1 2025 was 308 million yuan, down 59.54% year-on-year [5] - The net profit of Daikin Heavy Industries for H1 2025 reached 546 million yuan, a significant increase of 214.32% year-on-year [5] - JinkoSolar reported a net loss of 2.909 billion yuan for H1 2025, a decrease of 342.38% year-on-year [5]