其他车型9月产量为3,794辆，同比下降40.29%；本年累计产量为35,365辆，同比下降27.42%。9月销量为3,608辆，同比下降49.66%；本年累计销量为36,021 辆，同比下降31.65%。 总体来看，赛力斯集团股份有限公司9月的汽车总产量为49,247辆，同比增长12.51%；本年累计总产量为345,449辆，同比下降6.64%。9月总销量为48,286 辆，同比增长8.33%；本年累计总销量为340,650辆，同比下降7.79%。 | | | | 产品名称 | | | 产量 | | | | 销量 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 本月同比 | 本年累计 | 累计同比 | 本月 | 本月同比 | 本年累计 | 累计同比 | | 新能源汽车 | 45.453 | 21. 48% | 310. 084 | -3. 49% | 44.678 | 19.44% | 304, 629 | -3.82% | | 其中:赛力斯汽车 | 42.459 | 16. 88% | 281. 822 | -5. ...

| | | | 产 | 量（辆） | | | | | | 销 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单 位 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 上汽大众 汽车有限公司 | 95,751 | 96,879 | -1.16% | 782,276 | 780,789 | 0.19% | 94,089 | 94,000 | 0.09% | 752,411 | 772,091 | -2.55% | | 上汽通用 汽车有限公司 | 52,897 | 23,350 | 126.54% | 385,081 | 258,780 | 48.81% | 49,479 | 22,051 | 124.38% | 380,695 | 278,485 | 36.70% | | 上汽集团 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示概 不就因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 比亞迪股份有限公司 BYD COMPANY LIMITED （在中華人民共和國註冊成立的股份有限公司） （股份代號：01211（港幣櫃台）及：81211（人民幣櫃台）） 1 | | 產量 | | | | | 銷量 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 項目類別 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | 本月 | 去年同期 | 本年累計 | 去年累計 | 累計同比 | | －商用車 | 3,546 | 1,823 | 42,103 | 11,474 | 266.94% | 3,210 | 1,823 | 41,284 | 11,474 | 259.80% | | －客車 | 375 | 306 | 3,706 | 3,318 | 11.69% | 375 | 3 ...

其中，新能源汽车8月产量为1144辆，同比增长113.83%，今年累计产量为9002辆，同比增长133.58%；8月销量为1536辆，同比下降15.93%， 今年累计销量为22064辆，同比增长61.27%。 此外，8月，其他车型的产量为8875辆，同比增长261.21%，今年类型产量为36595辆，同比增长127.57%；其他车型的销量为9531辆，同比增 长315.48%，今年累计销量为37953辆，同比增长103.82%。 （校对/黄仁贵） 9月2日，千里科技发布8月产销快报公告称，公司8月生产汽车整车10019辆，同比增长234.86%，今年累计产量为45597辆，同比增长 128.73%；8月销售汽车整车11067辆，同比增长168.55%，今年累计销量为60017辆，同比增长85.8%。 | 产品名称 | | | 生产(辆) | | | | 销售(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | 本月 | 本年 本年累计 | | 本月 | 本月 | 本年 | 本年累计 | | | | ...

证券代码：002594 证券简称：比亚迪 公告编号：2025-054 比亚迪股份有限公司 2025年8月产销快报 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗漏。 本公司 2025 年 8 月新能源汽车动力电池及储能电池装机总量约为 23.175 GWh，2025 年累计装机总量约为 180.051 GWh。 务请注意，上述产、销量数字未经审核，亦未经本公司审计师确认，或会予以调整并有待最终确认。本公司刊发财务业绩后，股东及 潜在投资者务必详阅。 单位：辆 产量 销量 项目类别 本月 去年同期 本年累计 去年累计 累计同比 本月 去年同期 本年累计 去年累计 累计同比 新能源汽车 353,090 366,973 2,808,015 2,319,858 21.04% 373,626 373,083 2,863,876 2,328,449 23.00% -乘用车 351,080 364,744 2,769,458 2,310,207 19.88% 371,501 370,854 2,825,802 2,318,798 21.86% -纯电动 184,874 146,6 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 上海汽车集团股份有限公司2025年8月份产销快报数据如下： | | | | | 产 量（辆） | | | | | 销 | 量（辆） | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 单 位 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | 本月数 | 去年 | 月度 | 本年 | 去年 | 累计 | | | | 同期 | 同比 | 累计 | 累计 | 同比 | | 同期 | 同比 | 累计 | 累计 | 同比 | | 上汽大众 汽车有限公司 | 90,423 | 86,317 | 4.76% | 686,525 | 683,910 | 0.38% | 86,593 | 85,000 | 1.87% | 658,322 | 678,091 | -2.92% | | 上汽通用 汽车有限公司 | 31,796 | 14,319 | 122.05% ...

Core Viewpoint - The article highlights the significant growth in the production and sales of new energy vehicles (NEVs) in China, indicating a strong upward trend in the industry. Group 1: Production and Sales Data - In July 2025, the production and sales of NEVs reached 1.243 million and 1.262 million units respectively, showing year-on-year growth of 26.3% and 27.4% [5] - From January to July 2025, NEV production and sales totaled 8.232 million and 8.22 million units, reflecting year-on-year increases of 39.2% and 38.5% [3] - Domestic sales of NEVs in July 2025 were 1.037 million units, which is a month-on-month decrease of 7.8% but a year-on-year increase of 16.9% [6] Group 2: Export Performance - In the first seven months of 2025, NEV exports reached 1.308 million units, marking a year-on-year growth of 84.6% [7] - In July 2025, NEV exports amounted to 225,000 units, showing a month-on-month increase of 10% and a year-on-year increase of 120% [10] Group 3: Domestic Market Insights - For the first seven months of 2025, domestic sales of NEVs were 6.913 million units, which is a year-on-year increase of 32.3% [4]

Report Summary 1. Report Industry Investment Rating No investment rating information is provided in the report. 2. Core Viewpoints - Fundamentally, zinc ore imports at home and abroad are increasing, zinc ore processing fees are rising, and the sulfuric acid price has increased significantly. This has further repaired smelters' profits, increasing their production enthusiasm. New production capacities are being released, and previously overhauled capacities are resuming production, leading to a faster increase in supply. Currently, import losses are expanding, and the inflow of imported zinc is decreasing. On the demand side, the downstream is in the off - season, and the operating rate of processing enterprises has decreased year - on - year. Recently, zinc prices have fallen, and downstream buyers are purchasing on - demand at low prices, but overall trading remains dull. Domestic social inventories continue to accumulate, and spot premiums are falling. Overseas, LME inventories have decreased significantly, and the strong LME zinc price has driven up domestic zinc prices. Technically, with increasing positions and rising prices, the bullish sentiment is strong. Attention should be paid to the resistance at the 23,000 mark. It is recommended to wait and see for now [3]. 3. Summary by Relevant Catalogs 3.1. Futures Market - The closing price of the main Shanghai zinc futures contract is 22,630 yuan/ton, up 40 yuan; the 09 - 10 contract spread of Shanghai zinc is - 20 yuan/ton, unchanged. The LME three - month zinc quotation is 2,808 US dollars/ton, down 26 US dollars. The total position of Shanghai zinc is 211,490 lots, down 2,088 lots. The net position of the top 20 in Shanghai zinc is 9,902 lots, up 823 lots. Shanghai zinc warehouse receipts are 15,768 tons, up 274 tons. The SHFE inventory is 65,917 tons, up 4,193 tons; the LME inventory is 80,425 tons, down 1,075 tons [3]. 3.2. Spot Market - The spot price of 0 zinc on the Shanghai Non - ferrous Metals Network is 22,500 yuan/ton, down 30 yuan; the spot price of 1 zinc in the Yangtze River Non - ferrous Metals Market is 22,380 yuan/ton, down 180 yuan. The basis of the main ZN contract is - 130 yuan/ton, down 70 yuan. The LME zinc premium (0 - 3) is - 3.58 US dollars/ton, down 3.35 US dollars. The factory price of 50% zinc concentrate in Kunming is 17,190 yuan/ton, up 40 yuan; the price of 85% - 86% crushed zinc in Shanghai is 15,900 yuan/ton, unchanged [3]. 3.3. Upstream Situation - According to WBMS, the monthly zinc supply - demand balance is - 124,700 tons, down 104,100 tons; according to ILZSG, it is - 69,100 tons, up 10,400 tons. The global zinc ore production in the current month is 1.0075 million tons, down 4,300 tons. The domestic refined zinc production in the current month is 628,000 tons, up 45,000 tons. The zinc ore import volume is 455,900 tons, up 124,900 tons [3]. 3.4. Industry Situation - The monthly refined zinc import volume is 35,156.02 tons, down 22,615.39 tons; the monthly refined zinc export volume is 483.88 tons, up 266.83 tons. The weekly zinc social inventory is 91,200 tons, up 3,900 tons [3]. 3.5. Downstream Situation - The monthly output of galvanized sheets is 2.32 million tons, down 130,000 tons; the monthly sales volume is 2.34 million tons, down 120,000 tons. The monthly new housing construction area is 303.6432 million square meters, up 71.8071 million square meters; the monthly housing completion area is 225.6661 million square meters, up 41.8147 million square meters. The monthly automobile production is 2.8086 million vehicles, up 166,600 vehicles; the monthly air - conditioner production is 19.6788 million units, up 3.4764 million units [3]. 3.6. Option Market - The implied volatility of at - the - money call options for zinc is 14.3%, up 0.61%; the implied volatility of at - the - money put options for zinc is 14.3%, up 0.61%. The 20 - day historical volatility of at - the - money zinc options is 7.69%, up 0.01%; the 60 - day historical volatility is 13.21%, down 0.06% [3]. 3.7. Industry News - Trump's team is expanding the scope of candidates for the Fed Chair. The White House is expected to announce the candidate this fall. In July, China's automobile production and sales were 2.591 million and 2.593 million vehicles respectively, with year - on - year increases of 13.3% and 14.7%. Among them, new energy vehicle production and sales were 1.243 million and 1.262 million vehicles respectively, with year - on - year increases of 26.3% and 27.4%. New energy vehicle exports were 225,000 vehicles, a year - on - year increase of 1.2 times [3].

| | | 沪锡产业日报 2025-08-12 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 期货主力合约收盘价:沪锡(日,元/吨) | 270200 | 1820 9月-10月合约收盘价:沪锡(日,元/吨) | -200 | 30 | | | LME3个月锡(日,美元/吨) | 33715 | 110 主力合约持仓量:沪锡(日,手) | 26525 | 2247 | | | 期货前20名净持仓:沪锡(日,手) | -129 | -117 LME锡:总库存(日,吨) | 1750 | 40 | | | 上期所库存:锡(周,吨) | 7805 | 134 LME锡:注销仓单(日,吨) | 260 | -60 | | | 上期所仓单:锡(日,吨) | 7397 | 71 | | | | 现货市场 | SMM1#锡现货价格(日,元/吨) | 270600 | 2600 长江有色市场1#锡现货价(日,元/吨) | 270820 | 2960 | | | 沪锡主力合约基差(日,元/吨) | ...

Group 1 - The core viewpoint of the article highlights the significant growth in the production and sales of new energy vehicles (NEVs) in China during the first seven months of the year, with a year-on-year increase of 39.2% in production and 38.5% in sales [1] - Cumulative production and sales of NEVs reached 8.232 million and 8.22 million units respectively from January to July [1] - NEVs accounted for 45% of the total new car sales in the same period, indicating a strong market presence [1] Group 2 - Among the various types of NEVs, fuel cell vehicles experienced a notable decline in production and sales compared to the same period last year [1] - In contrast, the other two major categories of NEVs showed varying degrees of growth in production and sales [1]