SIASUN(SZ:300024) Xin Lang Cai Jing·2025-09-01 10:47Group 1: Passenger Vehicles - In August, the retail sales of narrow passenger vehicles are estimated to be approximately 1.94 million units, representing a month-on-month increase of 6.2% and a year-on-year increase of 2.0%, with new energy vehicle retail expected to reach around 1.1 million units and a penetration rate of 56.7% [1] - From August 1 to 24, retail sales of passenger vehicles reached 1.285 million units, a year-on-year increase of 3% and a month-on-month increase of 3%, with cumulative retail sales for the year at 14.031 million units, a year-on-year increase of 10% [2] Group 2: New Energy Vehicles - From August 1 to 24, retail sales of new energy passenger vehicles reached 727,000 units, showing a year-on-year increase of 6% and a month-on-month increase of 7%, with a penetration rate of 53.0% and cumulative retail sales for the year at 7.182 million units, a year-on-year increase of 27% [2] Group 3: Smart Vehicles - On August 25, a new product launch event for smart vehicles was held, introducing new models including the Zhijie R7 and the AITO M8 electric version, with the new AITO M5 also being released [3] - The Smart Vehicle Conference 2025 took place on August 28, focusing on new business opportunities, technological breakthroughs, and ecosystem development in the smart vehicle industry, indicating rapid development in automotive intelligence [3] Group 4: Heavy Trucks - In July, the actual sales of new energy heavy trucks in China reached 16,600 units, a year-on-year increase of 151.6%, with cumulative sales from January to July at 95,900 units, a year-on-year increase of 179.3% [4] - The sales of new energy heavy trucks are expected to continue to rise due to technological maturity and improved infrastructure [4] Group 5: Robotics - NVIDIA launched a new robotic computing platform, Jetson Thor, which enables real-time processing of high-speed sensor data and execution of visual reasoning, allowing robots to run multiple AI workflows and interact intelligently with humans and the physical world [4]