长沙晚报掌上长沙9月5日讯（全媒体记者 吴鑫矾 通讯员 洪琳 郑言欢）9月5日，记者从湖南省城陵矶港口集团长 沙新港公司获悉，长沙新港滚装汽车吞吐量突破20万台大关，为长株潭地区汽车产业发展贡献力量。 "9月2日，我们分别完成了港达9号、港达6号的上汽大众、东风本田卸船作业共359台，港达9号、港达6号的上汽 大众、比亚迪装船714台，当日装卸作业共完成1073台，创下港口单日滚装作业量新高。"湖南省城陵矶港口集团 党委委员、副总经理，长沙新港公司党委书记、董事长辛华告诉记者。记者在长沙新港滚装码头库场区看到，一 批湖南制造的整车即将从这里扬帆起航，通江达海，远销海内外。 长沙新港是全国内河36个主要港口之一，承担着我省各类货物及大宗物资的输运任务。特别是这里拥有湘江唯一 专业汽车滚装码头，随着长株潭地区新能源汽车产业的发展，长沙新港滚装汽车吞吐量实现了逐年稳步增长。 "截至9月2日，长沙新港滚装汽车吞吐量共完成205796台，突破了20万大关。"辛华告诉记者，今年以来，长沙新 港与比亚迪、吉利汽车、上汽大众、广汽埃安等车企通过"水水中转"联通长江滚装大通道，建立起常态化合作。 通过精准调度港口资源，创新"港 ...

点 击 蓝 字 关 注 我 们 本文全文共 1936 字，阅读全文约需 6 分钟 本月将有4款重磅新车上市，它们分别是 享界 S9T、尚界 H5、银河M9 和 理想i6。 | | No. 生产厂商 | 产品 | 燃料形式 | 级别 | | 工改模 预上市时间 | 亮点 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 北汽新能源 | 享界 S9T | रणी 増程 | C Sedan | 新车 | 2025/09 | 搭载了华为ADS 4.0辅助驾驶系统, 配备了包括1个192线激光雷达、3个 高精度固态激光雷达在内的36个高 | | | | | | | | | 精度传感器 | | 2 | 上汽集团 | 뷰 HS | रणीमी 增程 | A SUV | 新车 | 2025/09 | 搭载华为ADS 4 辅助驾驶系统,配 备192线激光雷达、4D毫米波雷达 及鸡蒙智能座舱系统 | | | | | | | | | 全球首发全新一代 AI 智能座舱,搭 | | 3 | 吉利汽车 | 银河 M9 | 插車 | C SUV | 新车 | 2025/09 ...

点 击 蓝 字 关 注 我 们 本文全文共 4145 字，阅读全文约需 14 分钟 目录 国内新闻 1.湖北:加快重塑国内一流汽车产业生态 2.长城汽车与中汽中心战略合作再深化 3.蔚来李斌:明年无换代计划 聚焦SUV产品布局 4.小鹏G7 Ultra首次OTA:重点推送全场景VLA 5.吉利汽车确认南非上市计划 6.日产进出口（广州）有限公司成立 7.五菱柳机低空经济事业部成立 8.万安科技将在武汉经开区建设华中生产基地 国外新闻 1.特朗普签署命令 降低日本汽车进口关税 2.加拿大拟暂缓电动汽车销量强制规定 3.宝马新世代首款量产车iX3今日全球首发 4.特斯拉Robotaxi应用已正式对美国公众开放 商用车 1. 速豹黑金刚宁夏交付 2. 北汽福田乌干达组装厂正式投产 3. 货拉拉"多拉八方"上线 4. 瑞驰汽车卡系双子星于2025世界智博会开启预售 国内新闻 1 湖北:加快重塑国内一流汽车产业生态 时间:2025.9.5 来源: 华尔街见闻 9月4日，湖北省委副书记、省长李殿勋在武汉市调研汽车产业发展时强调，要准确把握全球汽车工业变 革趋势，依托湖北汽车工业深厚底蕴和科教人才突出优势，用好湖北极其特殊 ...

Overall Analysis - The total delivery of passenger cars reached 524,000 units from August 25 to August 31, representing a month-on-month increase of 9.47%. New energy vehicles accounted for 289,000 units, with a month-on-month growth of 8.11%, resulting in a penetration rate of 55.21%. The overall delivery across brands showed significant improvement, with the top eight brands each delivering over 10,000 units, indicating a clear trend of end-of-month push for sales. The upcoming Chengdu Auto Show is expected to boost the new energy vehicle market in September with the introduction of new products [1]. Brand-Specific Analysis - **BYD**: The Ocean and Dynasty series delivered 69,400 units this week, with the two series accounting for 92.1% of total sales. The company has adjusted its annual sales target from 5.5 million to 4.6 million, indicating pressure to break through in higher-end segments. The delivery of the Haiyan 06 EV+DMI reached 6,700 units, an increase of nearly 1,000 units compared to the previous week [3][4][5]. - **Geely**: Total deliveries reached 37,000 units, the highest in the past five weeks. The Lynk & Co brand has improved its smart driving and cockpit capabilities, with the Lynk 900 model delivering 1,600 units. The Lynk 08 EM-P has maintained good sales since its launch, with weekly deliveries around 1,000 units [6][7]. - **Li Auto**: The company delivered 8,400 units this week, a significant increase of nearly 3,000 units compared to the previous week, driven by the ramp-up of i8 deliveries and increased sales of the MEGA model [8]. - **NIO**: The ET5T model saw deliveries of 1,280 units this week, while the ES6 and ET5 models also showed stable performance [9]. - **Xpeng**: The company delivered 8,400 units this week, with the new P7 model delivering 380 units in just four days, indicating a stable performance [10]. Market Trends - The penetration rate of new energy vehicles remains stable between 55% and 57%, while traditional fuel vehicles continue to struggle [1]. - The introduction of new models and upgrades from various brands is expected to enhance competition and drive sales in the upcoming months [6][7]. Supply Chain Insights - BYD is focusing on balancing performance and cost in its battery cell procurement strategy, while CATL is experiencing growth in the energy storage market, which is outpacing the growth in the power battery sector [13].

Group 1 - Cao Cao Mobility is partnering with Geely's company Space-Time Daoyu to launch the "Cao Cao Zhixinghao" satellite, expanding its presence in the smart mobility sector into aerospace [2] - The strategic cooperation was established on July 22, focusing on the application of satellite IoT communication and high-precision positioning technology for the management and operation of autonomous vehicle fleets [2] - Geely Holding Group's chairman, Li Shufu, stated that Cao Cao Mobility will serve as the most important commercial vehicle for Robotaxi, aiming to create a globally leading technology mobility platform [2]

Group 1 - SAIC-GM-Wuling announced that the cumulative sales of the Hongguang MINIEV have surpassed 1.7 million units, maintaining its position as the sales champion in the micro new energy vehicle market for 60 consecutive months [2] - The company launched the 2025 Wuling Starlight S with a price range of 99,800 to 129,800 yuan, which can drop to 89,800 to 119,800 yuan with limited-time trade-in subsidies [2] - Competitors such as BYD Seagull and Geely Starwish have established a strong foothold in the 100,000 yuan new energy market, with BYD Seagull achieving cumulative sales of 1 million units in just 27 months [2][3] Group 2 - The success of the Hongguang MINIEV is attributed to Wuling's strategy of prioritizing consumer needs, launching the vehicle at a starting price of 28,800 yuan in 2020 [3] - Wuling has faced increasing competition as BYD and Geely offer more comprehensive product capabilities, diminishing Wuling's cost-performance advantage [3] - Wuling's net profit per vehicle was only 77.3 yuan in the first half of 2023, and the net profit for 2024 is projected to drop to 1 billion yuan, significantly down from 4.2 billion yuan in 2018 [3] Group 3 - To address market challenges, Wuling is launching a four-door version of the Hongguang MINIEV to tap into the A00 class four-door vehicle market [4] - The company is also enhancing brand influence through collaborations with well-known IPs and accelerating its export business, achieving 126,000 units in exports in the first half of the year, a 17.1% year-on-year increase [4] - Despite these efforts, Wuling faces significant pressure in the domestic market and must enhance product quality and technology while maintaining affordable pricing to secure its market position [4]

Core Insights - The article discusses how AI can significantly reduce customer acquisition costs and enhance profitability for businesses, particularly in the context of marketing and sales efficiency [2][30]. Group 1: AI Integration in Marketing - AI is positioned as a "second brain" for sales, marketing, and service personnel, emphasizing its role beyond just a tool [3]. - The development of a proprietary AI platform by RuTai integrates four key capabilities: knowledge management, workflow engine, dialogue support, and agent creation tools [4][5]. - The platform transforms general AI capabilities into secure, controllable, and easily deployable enterprise tools, addressing critical issues like data security and system integration [5]. Group 2: AI Applications in Customer Journey - AI can enhance various stages of the customer journey, including customer acquisition, conversion, delivery, and service [6]. - A case study involving a Fortune 500 automotive parts company illustrates how AI can streamline sales processes by automating customer information retrieval and opportunity identification [6][11][12]. - AI tools can intelligently recommend products based on customer needs, improving the accuracy and efficiency of sales recommendations [13]. Group 3: Addressing B2B Marketing Challenges - Current B2B enterprises face challenges such as low marketing efficiency and poor customer matching, leading to industry "involution" [18]. - AI can help identify new market opportunities by analyzing data and breaking cognitive boundaries, as demonstrated by a chip trading company that expanded its market reach [18][19]. - The article outlines a framework for achieving cost reduction, efficiency improvement, and high-quality growth through AI [19]. Group 4: Quantitative Benefits of AI - AI can reduce customer acquisition costs by over 50%, with traditional costs ranging from 150-200 yuan per lead [24]. - Sales efficiency can be significantly improved, allowing sales personnel to focus on high-quality leads rather than spending time on low-value tasks [24]. - The article highlights that AI can help businesses identify and target high-value customers, leading to increased order profit margins by up to 30% [24]. Group 5: Industry Engagement and Future Directions - The event featured participation from various industry leaders and decision-makers, indicating a strong interest in AI marketing applications [22]. - There is a general confusion in the industry regarding the practical implementation of AI in marketing, prompting further discussions and workshops [23]. - The article concludes with a call for collaboration among industry leaders to explore the logic and future directions of AI marketing [26].

Market Overview - Hong Kong's Hang Seng Index closed at 25,058.51, down 1.12% for the day and up 24.92% year-to-date[5] - The total trading volume in Hong Kong was HKD 302.23 billion, an increase of 12.9% from the previous day[7] - The Nasdaq index proposed reforms to raise IPO thresholds for high-growth companies[3] Sector Performance - The Technology Index fell by 1.85% for the day, with a year-to-date increase of 24.86%[5] - The Financial Index decreased by 0.42%, with a year-to-date increase of 12.36%[5] - The Utilities Index showed minimal change, down 0.03%, with a year-to-date increase of 19.11%[5] Key Stock Movements - BYD (1211.HK) adjusted its sales target down by 16%, resulting in a 3.2% drop in stock price[7] - Xinyi Solar (968.HK) rose by 2.1%, while Flat Glass (6865.HK) increased by 5.7% amid strong demand in the photovoltaic sector[7] - The stock price of China Longgong (3339.HK) is recommended for purchase at HKD 2.75, with a target price of HKD 3.00[14] Economic Indicators - U.S. non-farm payrolls increased by only 54,000, raising expectations for potential interest rate cuts[3] - The U.S. 10-year Treasury yield fell to 4.1549%, down 7.35 basis points over the past five days[22] Investment Recommendations - Tencent Holdings (700.HK) has a suggested buy price of HKD 480, with a target price of HKD 550, reflecting a potential upside of 14.5%[10] - Kweichow Moutai (600519.SS) is highlighted for its strong market position, with a current price of CNY 1,800 and a target of CNY 2,000[10]

Group 1 - The core viewpoint of the article highlights the performance and outlook of the AI Fund Changxin Enterprise Select Two-Year Open Mixed Fund (005589), which reported a profit of 5.1323 million yuan in the first half of 2025, with a net value growth rate of 3.96% [4] - As of August 29, the fund's unit net value was 0.833 yuan, and the fund manager, Ye Song, has managed five funds with positive returns over the past year [4] - The fund's net asset value as of June 30, 2025, was 135 million yuan, with a total of 1,880 holders owning 175 million shares [34][37] Group 2 - The fund's weighted average earnings per share (TTM) is approximately 13.53 times, which is lower than the industry average of 15.75 times, indicating a potentially undervalued position [13] - The fund's weighted revenue growth rate (TTM) for the first half of 2025 was 0.19%, and the weighted net profit growth rate (TTM) was 0.35% [20] - The fund's recent performance metrics show a three-month net value growth rate of 7.79%, a six-month growth rate of 10.87%, and a one-year growth rate of 29.56%, positioning it in the middle range among comparable funds [8] Group 3 - The fund management believes that there are three structural changes that will guide the market in the long term: the ongoing decline in interest rates, the trend of Chinese products and brands going global, and the continuous innovation and upgrade process in technology [4][5] - The fund's top ten holdings include companies such as Ninebot, Honghua Digital Science, and Geely Automobile, indicating a diversified investment strategy [42] - The fund's maximum drawdown over the past three years was 33.1%, with a quarterly maximum drawdown of 17.09% in the first quarter of 2024 [30]

智通财经APP讯，吉利汽车(00175)公布，于2025年9月5日因集团僱员根据认股权计划行使认股权而发行 2.3万股股份，每股发行价9.56港元。 ...