Group 1 - The core viewpoint of the articles highlights Leap Motor's significant achievements, including its debut on the "China Top 500 Private Enterprises" list and its continuous presence on the "China Top 500 Private Manufacturing Enterprises" list, reflecting its strong growth momentum since 2025 [1] - Leap Motor delivered over 220,000 vehicles in the first half of the year, achieving its first half-year profit, and broke the monthly delivery record with over 50,000 units in July, maintaining its position as the top-selling new energy vehicle manufacturer for five consecutive months [1] - The company also excelled in overseas exports, with nearly 25,000 units exported from January to July, leading the new energy vehicle export rankings [1] Group 2 - Leap Motor is recognized as a technology-driven electric vehicle company, with 60% of its vehicle costs attributed to self-developed and manufactured core components, including advanced technologies such as the industry's first eight-in-one electric drive and CTC battery chassis integration technology [2] - The current product lineup includes models such as B01, B10, C16, C10, C11, C01, and T03, offering both pure electric and range-extended power options [2] - In 2023, Stellantis Group invested in Leap Motor, and a joint venture was established in May 2024 to expand into international markets [2]

| 今日 | 该指数 | 该指数自202 | | --- | --- | --- | | 该指数涨跌 | 滚动市销率 发布以来估值: | | | 6.0% | 55.2倍 | 96.4% | 截至收盘，国证机器人产业指数上涨0.4%，中证智能电动汽车指数上涨1.2%，中证物联网主题指数上涨3.8%，中证消费电子主题指数上涨6.0%。Wind数据 显示，截至昨日，机器人ETF易方达（159530）已连续8个交易日获资金净流入，最新规模达63亿元，创历史新高。 每日经济新闻 | 今日 | 该指数 | 该指数自201 | | --- | --- | --- | | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 3.8% | 31.0倍 | 37.2% | ...

凤凰网科技讯（作者/于雷）8月27日，小鹏全新智能电动轿跑小鹏P7上市发布会今晚举行。新车在智能 化、三电系统、性能和安全等维度进行了全面升级，并公布了极具竞争力的价格。全新P7分为四个个 版本，702长续航Ultra售价21.98万元、820长超长续航Ultra售价23.98万元、750四驱高性能Ultra售价 25.98万元。750四驱鹏翼门Ultra同期发布，售价30.18万元。 作为本次升级的核心，全新小鹏P7在智能化方面表现突出。新车搭载了总算力高达2250TOPS的自研图 灵AI芯片，并深度融合了VLA智驾大模型与VLM座舱大模型。其VLA全场景智能辅助驾驶系统实现了 不依赖网络的全场景覆盖，能够实时识别积水、行人盲区等复杂路况并做出预判，同时支持最高 130km/h的人机共驾。在座舱内，VLM智能座舱管家则带来了主动式交互体验，并行业首发了车外四音 区语音控制功能。根据计划，VLA软件将在9月进行OTA推送，而VLM硬件将在11月为用户提供免费升 级。 性能与三电系统依然是全新小鹏P7的亮点。其高性能版本可实现3.7秒破百，并在浙江国际赛车场创下 了"1分38秒767"的圈速纪录。依托800V高 ...

泰康中证智能电动汽车交易型开放式指数 证券投资基金 基金管理人：泰康基金管理有限公司 基金托管人：招商银行股份有限公司 送出日期：2025 年 8 月 28 日 智能车 TK2025 年中期报告 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带的法律责任。本中期报告已经三分之二以 上独立董事签字同意，并由董事长签发。 基金托管人招商银行股份有限公司根据本基金合同规定，于 2025 年 8 月 27 日复核了本报告 中的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容，保证复核内容 不存在虚假记载、误导性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅读本 基金的招募说明书及其更新。 本报告财务资料未经审计。 本报告期为 2025 年 1 月 1 日起至 2025 年 6 月 30 日止。 第 2页 共 55页 智能车 TK2025 年中期报告 第 3页 共 55页 智能车 TK20 ...

截至午间收盘，中证智能电动汽车指数上涨0.8%，中证物联网主题指数上涨0.6%，中证消费电子主题 指数上涨0.3%，国证机器人产业指数下跌0.6%。机器人ETF易方达（159530）半日获1.09亿份净申购， 截至昨日，该产品最新规模突破60亿元、创历史新高。 每日经济新闻 ...

Core Insights - Hongmeng Zhixing launched multiple new vehicles at the autumn product launch event, including the updated Zhijie R7 and S7, with price reductions of 20,000 yuan compared to pre-sale prices [1][4] - The new Zhijie R7 offers both pure electric and range-extended versions, while the new S7 is only available in a pure electric model [1] - The Wanjie brand introduced the Wanjie M8 pure electric version, with a price range of 359,800 to 449,800 yuan, and the new M5 Ultra version in a new color priced at 229,800 yuan [3][6] Product Development and Strategy - The Zhijie brand has faced challenges, including delivery issues and internal disputes between Huawei and Chery, but has entered a new phase of development with a strategic investment of over 10 billion yuan and a dedicated R&D team of 5,000 people [4][9] - The new models are seen as critical for boosting sales and revitalizing the brand, especially in a competitive market against models like Tesla's Model 3 and Model Y [4][6] - The Wanjie M8 pure electric version features a 100 kWh battery with a maximum range of 705 km, but faces challenges in a sluggish high-end electric SUV market [6] Competitive Landscape - The introduction of multiple new models is part of a broader strategy to stimulate market demand and drive consumer growth, similar to trends seen in the smartphone industry [6][10] - Internal competition among the brands under Hongmeng Zhixing is expected, as overlapping products may lead to order and sales diversion [9][10] - Huawei is leveraging successful experiences and core talent from the Wanjie brand to support the development of other brands like Zhijie and Xiangjie [9][10]

Group 1 - The China Consumer Electronics Theme Index rose by 2.6%, the China Internet of Things Theme Index increased by 2.4%, the National Robot Industry Index went up by 2.0%, and the China Smart Electric Vehicle Index saw a rise of 1.1% [1] - The E Fund Robot ETF (159530) experienced a net inflow of 950 million yuan last week and received an additional net subscription of 76 million units today, bringing its latest scale to 5.93 billion yuan, a record high [1]

Core Insights - Hongmeng Zhixing launched multiple new vehicles at the autumn product launch event, including updated models of the Zhijie R7 and S7, with price reductions of 20,000 yuan compared to pre-sale prices [1][2] - The new Zhijie R7 and S7 feature upgrades in details, assisted driving, and other configurations, equipped with the HUAWEI ADS 4 system [1][2] - The AITO brand introduced the pure electric version of the M8, with a price range of 359,800 to 449,800 yuan, and announced the upcoming launch of the Xiangjie S9T on September 16 [1][3] Zhijie Brand Developments - The Zhijie brand has faced challenges, including delivery issues and internal disputes between Huawei and Chery, but has entered a new phase with a strategic cooperation agreement [2][5] - A significant investment of over 10 billion yuan and a dedicated R&D team of 5,000 people will support the Zhijie brand's development [2][5] - The new models are seen as a critical move for sales recovery and strategic positioning against competitors like Tesla and Xiaopeng [2][3] Market Position and Competition - The high-end pure electric SUV market is competitive, with models like the Ideal i8 and Tesla Model Y posing challenges for the new AITO M8 [3][4] - The release of multiple new models is part of a strategy to stimulate market demand and drive consumer growth, similar to trends observed in the smartphone industry [3][4] - Internal competition among the various brands under Hongmeng Zhixing may lead to order and sales diversion, necessitating a focus on brand development and governance capabilities [5][6] Strategic Resource Allocation - Huawei is transferring successful experiences and key personnel from the AITO brand to support the development of other brands like Zhijie and Xiangjie [6] - The establishment of independent channels for the Zhijie brand is underway, with a national招商大会 attracting numerous quality dealers [6] - The success of the AITO brand may not be easily replicated across other brands, indicating a need for time and market adaptation [6]

Group 1 - The National Robot Industry Index increased by 1.6%, the China Securities Intelligent Electric Vehicle Index rose by 0.8%, the China Securities Consumer Electronics Theme Index went up by 1.1%, and the China Securities Internet of Things Theme Index also saw a 1.6% increase [1] - The E Fund Robot ETF (159530) experienced a net subscription of nearly 60 million units in half a day, with a total net inflow of nearly 1 billion yuan last week, making it the top-performing ETF related to robots [1] - The latest scale of the E Fund Robot ETF is approaching 6 billion yuan [1]

小米集团合伙人、集团总裁卢伟冰表示，2022年至2025年上半年小米在汽车等创新业务上的费用投入超 300亿元，所以累计来看新业务仍然有较大亏损。今年第二季度，小米交付新车8.13万辆，截至7月的累 计交付量已超30万辆。对小米汽车全年35万台的交付目标，卢伟冰表示有信心高质量完成。 小米集团发布二季度业绩公告：营收1,159.6亿元，创单季度营收历史新高，同比增长30.5%；第二季度 净利润119.0亿元。小米集团第二季度集团经调整净利润为108亿元，创历史新高，同比增长75.4%。汽 车业务方面，小米集团智能电动汽车及AI等创新业务分部收入为人民币213亿元，其中智能电动汽车收 入为人民币206亿元；智能电动汽车及AI等创新业务分部经营亏损为人民币3亿元，毛利率26.4%。 ...