转自：新华财经 近日，吉利银河星舰7 EM-i（澳大利亚市场名：STARRAY EM-i）正式开启出海征程，率先在澳大利亚上市，不仅汇聚了百余位全球媒体代表、知名KOL一 同到场见证，还在上市后第三天便迎来了首位车主交付，充分展现了"上市即交付"的速度与实力。此外，吉利银河星舰7 EM-i还将于今年内陆续登陆波兰、 印尼、泰国、墨西哥等近20个国家，实现亚太、欧洲、拉美、非洲等市场多点开花。 作为吉利品牌在澳洲加码布局的第二款智能电动精品车，吉利银河星舰7 EM-i将以领先的雷神EM-i超级电混技术、前沿的智能科技和出色的性能品质，不仅 带给澳洲消费者更丰富多元的智能电动出行新选择，更推动吉利在当地的产品布局实现跨越式升级，进一步形成纯电与混动技术双线并行的全球新能源产品 矩阵，为澳洲新能源市场注入新动能，加速驱动当地汽车产业的电动化转型进程。 同时，吉利国际服务品牌GEELY CARE+也在澳大利亚全球首发，将贯彻"以用户为中心"的服务理念，以高品质服务，传递"专业、高效、友好"的品牌价 值，携手用户探索美好旅程。 （吉利国际公司副总经理叶勤在发布会现场致辞） 自今年3月进入澳洲市场，吉利品牌就以吉利银河E ...

Core Viewpoint - Hebei Shichang Automotive Parts Co., Ltd. has officially listed on the Beijing Stock Exchange, marking a significant milestone for the company in the automotive parts industry [1] Company Overview - Shichang Co. specializes in the research, production, and sales of automotive plastic fuel tank assemblies, having focused on this sector for nearly two decades [2] - The company is recognized as a national high-tech enterprise and has established long-term partnerships with several well-known domestic automakers [2] Financial Performance - The company has shown consistent growth in revenue and net profit over the past three years, with revenue increasing from 281.52 million yuan in 2022 to 514.86 million yuan in 2024, representing a year-on-year growth of 44.24% and 26.79% respectively [3] - Net profit surged from 17.78 million yuan to 69.95 million yuan during the same period, with a year-on-year increase of 220.62% and 34.56% [3] - In the first half of 2025, the company achieved revenue of 266.62 million yuan, a year-on-year growth of 16.0%, and a net profit of 29.45 million yuan, up 4.18% [3] Market Trends - The demand for high-pressure fuel tanks is rapidly increasing due to the implementation of the "National VI" emission standards and the growing penetration of plug-in hybrid models [4] - Shichang Co. has successfully developed plastic fuel tanks that meet the "National VI" standards, becoming one of the first companies to supply these products in bulk [4] - The company is well-positioned to benefit from the growth of the automotive parts industry, particularly in the context of the rapid development of the domestic new energy vehicle sector [4]

销售业绩的持续增长充分印证在财务数据之中。招股书显示，报告期内，奇瑞汽车营业收入与净利润实现双增长。2022年至2024年，公司营收从926.18亿 元增长至2698.97亿元，复合年增长率高达70.7%；净利润从58.06亿元增长至143.34亿元，复合年增长率达57.1%。2025年一季度，奇瑞汽车依旧保持强劲 的增长态势，实现营业收入682.23亿元，净利润47.26亿元。 亮眼的数据背后是奇瑞汽车市场布局和产品结构的悄然变化。在新能源转型方面，以燃油车起家的奇瑞正在加速赶超，2024年其新能源车销量同比增长超 过265%，达到58.36万辆；在出口方面，奇瑞汽车自2003年起连续22年位居中国自主品牌乘用车公司出口量第一，在欧洲、南美和中东及北非地区销量领 先。 以Omoda、Jaecoo为代表的两大系列车型受到欧洲市场欢迎。Jaecoo7于2025年6月在西班牙巴塞罗那举办的CATC国际技术专家委员会会议上，获得中国第 一张"中欧碳足迹数据互认"车型证书。2025年1至7月，奇瑞在欧洲市场销量接近4万辆，同比增长超过9倍。奇瑞新能源车型（PHEV、BEV）占奇瑞在欧 洲销量的比重超过32%。 202 ...

习近平总书记指出，发展新能源汽车是我国从汽车大国迈向汽车强国的必由之路。"十四 五"期间，我国汽车产业创新步伐不断加快，新能源汽车产销规模、核心技术、产业链生态等 实现跨越式突破，带动中国汽车出口首次位居全球第一。从跟跑到引领，中国向着汽车强国大 步迈进。 这是我国发布的最新款新能源汽车动力电池，通过给电池材料中的每一个锂离子装上"导航 仪"，搭配导电性更强的超晶石墨，可以实现充电五分钟，续航超过500公里。如今，我国动力 电池全球市场份额已经从2021年时的四成多提升到了七成左右。 这是"十四五"期间我国新能源汽车技术持续创新的缩影。在"十四五"规划纲要中，我国将 新能源汽车明确为战略性新兴产业，提出到2025年，要突破高安全动力电池、高效驱动电机、 高性能动力系统等关键技术。过去五年间，我国动力电池充电效率提升了四倍以上，电机和电 控系统全球领先，整车国产化率突破95%，新能源汽车产业成为经济高质量发展的重要支撑。 坚定不移发展新能源汽车，是以习近平同志为核心的党中央科学洞察世界汽车产业技术演 进方向作出的重要论断。党的十八大以来，习近平总书记多次来到汽车企业考察，从总装车间 到电池生产车间，从智能网联实 ...

【#小米召回11.7万辆标准版SU7#，部分车辆辅助驾驶存安全隐患】 据智通财经报道，日前，小米汽车科技有限公司根据《缺陷汽车产品召回管理条例》和《缺陷汽车产品 召回管理条例实施办法》的要求，向国家市场监督管理总局备案了召回计划。决定自即日起，召回2024 年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，共计116887辆。 召回编号S2025M0149I：涉及XMA7000MBEVR2和XMA7000MBEVR2车型，共计98462辆。 召回编号S2025M0150I：涉及BJ7000MBEVR2车型，共计18425辆。 本次召回范围内部分车辆在L2高速领航辅助驾驶功能开启的某些情况下，对极端特殊场景的识别、预 警或处置可能不足，若驾驶员不及时干预可能会增加碰撞风险，存在安全隐患。 根据易车基于乘联会零售数据整理的2025年8月中大型轿车销量榜单显示，该细分市场格局持续重塑， 新能源车型强势主导，传统燃油车面临严峻挑战。 数据显示，小米SU7以19848辆的销量成绩再次蝉联榜首，与第二名拉开近7000辆的差距，市场统治力 断层式领先。不过，当前小米SU7仍然面临着产能不足的问题。 紧随其后的 ...

Core Viewpoint - The automotive industry is accelerating its transition to new energy and lightweight solutions driven by the "dual carbon" goals, with specialized and innovative companies like Hebei Shichang Automotive Parts Co., Ltd. becoming key players in enhancing industry resilience through technological advancements and supply chain collaboration [1][2]. Group 1: Company Overview - Hebei Shichang has focused on the research, production, and sales of plastic fuel tanks for nearly two decades, establishing itself as a leader in the sector and recognized as a national "specialized, refined, and innovative" small giant enterprise [2][3]. - The company has maintained a stable business focus since its establishment in 2006, becoming a benchmark for technological innovation and market expansion in the automotive fuel system sector [2][3]. Group 2: Financial Performance - From 2022 to 2024, the company's revenue is projected to grow from 282 million yuan to 515 million yuan, with a compound annual growth rate (CAGR) of 35.23%, while net profit is expected to rise from 18.12 million yuan to 69.24 million yuan, achieving a CAGR of 95.50% [3]. - The growth is attributed to the company's strategic positioning in both traditional fuel vehicle and new energy vehicle markets, with traditional fuel vehicles still holding a significant market share [3][4]. Group 3: Production and Operations - The company has established three production bases and a research and development center, creating an integrated network for research, production, and service [4]. - The operational efficiency is highlighted by a production capacity utilization rate of 90.88% and a sales-to-production ratio of 97.59% in 2024, indicating industry-leading operational performance [4]. Group 4: Technological Innovation - As a high-tech enterprise, the company emphasizes technological breakthroughs to enhance product offerings, with R&D expenses increasing from 13.57 million yuan to 18.89 million yuan from 2022 to 2024 [5][6]. - The company has developed eight key technologies, including high-pressure fuel tank technology, which exceeds industry standards, and has actively participated in setting industry standards [6]. Group 5: Market Opportunities - The automotive industry is experiencing a dual-track growth pattern, with traditional fuel vehicles maintaining volume while new energy vehicles expand rapidly, creating favorable conditions for component manufacturers [7]. - The company plans to use IPO proceeds to expand its production capacity for high-pressure fuel tanks, aiming to meet the growing demand in the new energy vehicle market, which is expected to exceed 50 billion yuan [7].

其中，新能源热管理集成模块产品主要客户有奇瑞、南京汽车、理想、吉利、岚图、上汽等。部分客户项目已经量产，今年该产品订单同比 也在逐步增加。 新能源汽车主要分为纯电动汽车和混合动力汽车。飞龙股份主要供应纯电动汽车电子泵、温控阀和集成模块等产品；主要提供混合动力汽车 排气歧管、涡壳、电子泵、温控阀和集成模块等产品。 在发动机热管理部件产品上，飞龙股份正推动热管理技术与服务器液冷、数据中心（IDC）液冷、人工智能液冷；机器人；低空经济、5G基 站与通信设备；充电桩液冷；氢能液冷；风能太阳能储能液冷；电力设备；现代化农业器械、大型机械装备工业液冷等众多前沿领域深度融 合，实现价值赋能。 近日，飞龙股份在接受机构调研时表示，目前公司电子泵系列产品自制率超90%，注塑、电机、芯片贴片等都由公司自制。 ...

责任编辑：小浪快报 9月19日，天齐锂业涨5.59%，截至发稿，报45.56元/股，成交19.16亿元，换手率2.91%，总市值747.74 亿元。 资料显示，天齐锂业股份有限公司位于四川省成都市天府新区红梁西一街166号,香港铜锣湾勿地臣街1 号时代广场2座31楼，成立日期1995年10月16日，上市日期2010年8月31日，公司主营业务涉及锂精矿产 品和锂化合物及其衍生物产品的生产和销售。主营业务收入构成为：锂化合物及衍生品50.54%，锂矿 49.25%，其他0.21%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓天齐锂业。招商中证新能源汽车指数A（013195）二季度减持2.5 万股，持有股数32.17万股，占基金净值比例为2.49%，位居第十大重仓股。根据测算，今日浮盈赚取约 77.53万元。 招商中证新能源汽车指数A（013195）成立日期2021年8月27日，最新规模1.26亿。今年以来收益 42.44%，同类排名870/4222；近一年收益85.97%，同类排名872/3805；成立以来亏损24.96%。 招商中证新能源汽车指数A（013195）基金经理为刘重杰。 截至发稿，刘重 ...

电池企业的竞争格局形成宁德时代(03750)和比亚迪(01211)两者相对较强的特征。宁德时代的磷酸铁锂电池的占比份额从2024年已经反超比亚迪，插混低 迷。行业竞争变化快，亿纬锂能(300014.SZ)和中创新航(03931)表现较强，欣旺达(300207.SZ)、瑞浦兰钧(00666)、蜂巢能源、极电新能源提升明显。由于 比亚迪全面转型磷酸铁锂电池，因此宁德时代、LG、蜂巢等前三家的三元电池优势更加明显，近期巨湾技研、亿纬锂能表现较好。 乘用车电池需求增长持续较强，2025年的纯电动乘用车的电池需求增长36.4%，而插混乘用车的电池需求增长16.9%，持续较强增长。纯电动货车的电池 需求也是大幅增长，达到155.2%。 2025年8月的电池装车增长达到32.4%，其中商用车增长较强，尤其是8月的纯电动货车猛涨164%，而插混货车增长106%。 | 装车电池占比 | 2020年 | 2021年 | 2022年 | 2023年 | 2024年 | | 2025年 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 车型种类 | 1-12月 ...

Key Points of the Report 1. Hot News - "Fed Whisperer" Nick Timiraos said Fed Chair Powell's policy shift in Wednesday's rate cut might be his last attempt to prove the Fed's independence [2] - Reuters reported that the UAE might downgrade diplomatic relations with Israel if Netanyahu's government annexes parts or all of the occupied West Bank [2] - CCTV News reported that China's cumulative new - energy vehicle sales exceeded 40 million, ranking first globally for 10 consecutive years [2] - UBS's Hu Yifan said the Fed may cut rates by 75 basis points by Q1 2026 in the base scenario, and 200 - 300 basis points in the downside scenario [3] - White House's Hasset supported the Fed's 25 - basis - point rate cut [3] 2. Market Performance Sector Performance - Non - metallic building materials had a 2.66% increase [4] - Precious metals rose 29.99%, followed by non - ferrous metals (19.97%), coal, coke, steel and minerals (14.69%), etc [5] Asset Performance - The Shanghai Composite Index dropped 1.15%, the S&P 500 rose 0.48%, and the Hang Seng Index fell 1.35% [7] - 10 - year Treasury futures declined 0.05%, WTI crude oil dropped 0.58%, and London spot gold fell 0.41% [7] Commodity Futures - Key commodities to watch include 20 - rubber, fuel oil, PTA, Shanghai copper, and Shanghai gold [6] - Changes in commodity futures positions in the past five days are presented [7] 3. Other Aspects - Main trends of major commodities are shown, including BDI, CRB index, etc [8] - Stock market risk preferences are presented through data on risk premiums [13][14]