Workflow
汽车行业周报(25年第29周):持续关注板块中报业绩,新款坦克500预售火热【国信汽车】
车中旭霞·2025-08-19 08:32

Monthly Production and Sales - In July 2025, automobile production and sales reached 2.591 million and 2.593 million units, respectively, with month-on-month declines of 7.3% and 10.7%, but year-on-year increases of 13.3% and 14.7% [2] - From August 1 to 10, 2025, retail sales of passenger cars were 452,000 units, a year-on-year decrease of 4% but a month-on-month increase of 6% [2] - Wholesale of passenger cars was 403,000 units, a year-on-year increase of 16% but a month-on-month decrease of 3% [2] Market Performance - The CS automotive index rose by 3.21% during the week of August 11-15, 2025, outperforming the CSI 300 index by 0.84 percentage points [2] - Year-to-date, the CS automotive index has increased by 17.23% [2] Cost Tracking and Inventory - As of August 10, 2025, prices for float glass, aluminum ingots, and zinc ingots changed year-on-year by -12.8%, +8.8%, and -0.1%, respectively [3] - The automotive dealer inventory warning index for July was 57.2%, showing a year-on-year decrease of 2.2 percentage points [3] Industry News - Xiaopeng G7 Ultra will launch VLA smart driving upgrades in August 2025 [5] - Hesai Technology received mass production orders for laser radar from a Toyota joint venture [6] - The new generation of Zhiji LS6 has officially started pre-sales, with a price range of 219,900 to 289,900 yuan [7] - Li Auto announced a restructuring of its sales and service organization [8] - SAIC-GM-Wuling and Huawei are upgrading their cooperation [9] Policy Updates - Chongqing has added 300 million yuan for vehicle replacement subsidies [14] - Italy has approved nearly $700 million in subsidies to promote electric vehicle sales [16] Financial Performance - Several companies reported significant profit growth in H1 2025, including Ninebot with a net profit of 1.242 billion yuan, up 108.45% year-on-year [20] - Geely Automobile reported a net profit of 9.29 billion yuan in H1 2025, down 11.74% year-on-year [20] Upcoming Models - A list of new models set to launch in August 2025 includes various brands and price ranges, such as Dongfeng Fengxing's Star Sea V9 priced between 199,900 and 279,900 yuan [17]