中国汽车工业协会数据显示，今年1～4月，我国汽车产销量分别达到1017.5万辆和1006万辆，同比分别增长12.9％和10.8％，这是有产销数据以来前4个 月汽车产销量首次突破千万辆。其中，新能源汽车产销量分别达到442.9万辆和430万辆，同比分别增长48.3％和46.2％，新能源汽车销量占汽车新车总销量 的42.7％。同时，自主品牌乘用车销量市场占有率达68.7％，较去年同期增长了8.1％。 这些耀眼成绩的背后，无疑凝聚了整个行业及各方的共同努力。然而，在外部环境不确定性增加、产业变革不断引发要素重构的背景下，市场结构性变化也 给汽车销量带来了挑战，如价格竞争导致部分消费者持观望态度、三四线城市充电基础建设遭遇瓶颈、部分经销商库存压力增大、汽车"出海"面临新挑战等 隐忧和风险依然存在。中国汽车流通协会乘用车市场信息联席分会秘书长崔东树表示，在面对挑战的同时，汽车行业必须保持清醒的认识和坚定的战略定 力，持续推动产业向高质量发展。 成绩彰显多方努力 汽车产销量的持续增长，是全行业及多方面有利因素共同作用的结果，其中政策起到了关键的推动作用。"以旧换新购车，一次性获得国家补贴、地方补贴 以及4S店补贴，总计近 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：603529 证券简称：爱玛科技 公告编号：2025-035 转债代码：113666 转债简称：爱玛转债 爱玛科技集团股份有限公司 关于参加2024年度沪市主板低碳新能专题集体业绩说明会召开情况的公告 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。 爱玛科技集团股份有限公司（以下简称"公司"或"爱玛科技"）于2025年5月28日(星期三)14:00-17:00以视 频直播结合网络文字互动形式参加了2024年度沪市主板低碳新能专题集体业绩说明会，就公司2024年度 及2025年第一季度的经营成果、财务状况及2024年度ESG表现等具体情况与投资者进行了互动交流和沟 通。现将有关事项公告如下： 一、业绩说明会召开情况 2025年5月21日，公司在上海证券交易所网站（www.sse.com.cn）及指定信息披露媒体披露了《爱玛科 技关于参加2024年度沪市主板低碳新能专题集体业绩说明会的公告》。 2025年5月28日，公司董事长、总经理张剑先生，董事、副总经理、董事会秘书王 ...

-广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：鑫椤锂电 4月中国新能源汽车销量达到122.6万辆,新能源汽车国内销量102.5万辆，环比下降5%，同比增长39.3%。 新能源汽车出口20万辆，环比增长27%，同比增长76%。 美国关税扰动储能出货不及预期，国内抢装、欧洲户储爆单对冲部分下滑。 新能源汽车 | 中汽协： 4 月我国新能源汽车销量12 2.6 万辆 数据来源：中汽协，鑫椤资讯整理 动力电池 | 4 月国内动力电池装车量5 4.1 GWh，同比增长 52.8 % 据中国汽车动力电池产业创新联盟显示，4月，我国动力电池装车量54.1GWh，环比下降4.3%，同比增长 52.8%。其中三元电池装车量9.3GWh，占总装车量17.2%，环比下降7.0%，同比下降6.3%；磷酸铁锂电 池装车量44.8GWh，占总装车量82.8%，环比下降3.8%，同比增长75.9%。 1-4月，我国动力电池累计装车量184.3GWh, 累计同比增长52.8%。其中三元电池累计装车量34.3GWh， 占总装车量18.6%，累计同比下降15.9%；磷酸铁锂电池累 ...

Core Viewpoint - The "Two New" policy continues to show effects, with the specialized equipment industry experiencing a profit increase of 13.2% year-on-year in the first four months of the year [1] Group 1: Policy Impact - The implementation of ultra-long-term special bond funds has effectively supported the "Two New" policy, leading to significant growth in specialized and general equipment industries [1] - The specialized equipment and general equipment industries' profits increased by 13.2% and 11.7% respectively, contributing to a 0.9 percentage point increase in industrial profits above designated size [1] Group 2: Sector Performance - The electronic and electrical machinery specialized equipment manufacturing sector saw a remarkable profit growth of 69.8% [1] - The general component manufacturing sector experienced a profit increase of 24.7% [1] - The mining, metallurgy, and construction specialized equipment manufacturing sector reported a profit growth of 18.3% [1] Group 3: Consumer Goods Sector - The effects of the consumption upgrade policy are evident, with significant profit increases in various consumer goods sectors [1] - The manufacturing of specialized parts for household electrical appliances, kitchen appliances, and non-electric household appliances saw profit growths of 17.2%, 17.1%, and 15.1% respectively [1]

Group 1: Furniture Industry - In April, the retail sales of furniture reached 15.3 billion yuan, showing a year-on-year growth of 26.9% [2] - From January to April, the total retail sales of furniture amounted to 58.3 billion yuan, with a year-on-year increase of 20.2% [2] - The retail sales of building and decoration materials in April were 13.8 billion yuan, growing by 9.7% year-on-year [2] Group 2: Miniso Group - Miniso Group reported a total revenue of 4.43 billion yuan for the first quarter of 2025, reflecting a year-on-year growth of 19% [3] - The gross profit margin for the quarter was 44.2%, an increase of 0.8 percentage points compared to the same period last year [3] - The adjusted net profit for the quarter was 590 million yuan, with an adjusted net profit margin of 13.3% [3] Group 3: Yingfeng Group and Kuka Home - Yingfeng Group plans to increase its stake in Kuka Home by acquiring up to 104 million shares at a price of 19.15 yuan per share, totaling no more than 1.997 billion yuan [4] - After the acquisition, Yingfeng Group will hold 11.26% of Kuka Home's total shares, while combined with its affiliates, it will control 37.37% of the company [4] Group 4: Corporate Changes - Guo Wei resigned from his positions as vice chairman and acting chairman of *ST Jianyi due to personal reasons [6] - The company reported a loss of 830 million yuan in 2024, a decrease of 47.23% year-on-year [6] - Huang Fuqing, the vice president of Guangdong Jusen Precision Technology Co., Ltd., also resigned for personal reasons, with no impact on the company's operations [5] Group 5: IPO and Market Changes - Zhuhai Zhancheng New Materials Co., Ltd. has changed its IPO plan from the ChiNext board to the Beijing Stock Exchange [7] - The company specializes in the research, production, and sales of wood coatings and other paint products [8] - In 2024, Zhancheng New Materials achieved a revenue of 1.573 billion yuan, with a year-on-year growth of 3.52% [8]

2025年，以旧换新政策持续发力，在中央与地方的持续推动下成效显著。截至5月11日，累计补贴申请量突破1000万份，仅2025年前五个月就撬动322.5万 份申请，直接催生近8%的消费增量，政策工具以补贴为支点，正在撬动千亿级消费市场。 同时，值得注意的是，新能源汽车在置换市场中的渗透率首次突破50%，4月单月零售渗透率达51.5%，让新能源车对燃油车的替代作用更加明显。当传统 车企还在为燃油车产能过剩焦灼时，比亚迪们已借势登顶全球新能源销量榜，而二手车市场万亿规模的爆发与动力电池回收产业链的成熟，则让这场变革 的作用远超短期刺激——中国汽车产业正在政策指挥棒下，重构从生产到消费、从技术到生态的全价值链。 政策红利释放，激活存量市场 2024年国务院发布的《推动大规模设备更新和消费品以旧换新行动方案》，将汽车以旧换新定位为提振消费、推动绿色转型的核心抓手。2025年政策进一 步加码，补贴范围从国三燃油车扩展至国四，报废换新能源车最高补贴达2万元，叠加地方配套政策后，综合优惠突破3万元。 截至2025年5月11日，全国累计补贴申请量突破1000万份，其中2025年单年申请量达322.5万份。以旧换新政策有效促进 ...

从消费市场来看，1-4月，江苏社会消费品零售总额15991.9亿元，同比增长5.5%。"以旧换新"政策加力 扩围，4月当月限额以上家用电器和音像器材类、汽车类商品零售额同比分别增长了13.2%、9.1%；新 能源汽车类零售额增长59.7%。1-4月，江苏限额以上批发业、零售业销售额同比分别增长了8.5%、 11.3%；限额以上住宿业、餐饮业营业额同比分别增长了6.6%、9.3%。 工业生产者价格领域，1-4月，江苏工业生产者出厂、购进价格同比分别下降2.5%、2.3%。4月份，江苏 工业生产者出厂、购进价格同比分别下降了2.8%、2.7%。(苏讯) 1-4月，江苏固定资产投资同比下降了0.2%，而从重点领域来看，1-4月江苏基础设施投资同比增长了 10.9%，制造业投资同比增长了4.7%。 大规模设备更新扎实推进，1-4月江苏设备工器具购置投资同比增长了11.1%。 近日，江苏省统计局发布数据显示，1-4月江苏工业经济成绩亮眼，其中装备制造业、高技术制造业、 数字产品核心制造业均实现了两位数的较快增长。 工业方面，1-4月，江苏规模以上工业增加值同比增长8.1%。4月，规模以上工业增加值同比增长8%， 其中装 ...

Core Viewpoint - The Chinese machinery industry has shown stable growth in production and investment during the first four months of the year, with significant increases in various sectors [1] Production Growth - The value added in five major sectors of the machinery industry has maintained a growth trend year-on-year: - General equipment manufacturing increased by 9% - Specialized equipment manufacturing grew by 4% - Automobile manufacturing rose by 11.2% - Electrical machinery and equipment manufacturing increased by 12.7% - Instrumentation manufacturing grew by 9.2% [1] Investment Trends - Fixed asset investment in the machinery industry showed varied results: - General equipment manufacturing investment increased by 17.9% - Specialized equipment manufacturing investment grew by 8.4% - Automobile manufacturing investment surged by 23.6% - Electrical machinery and equipment investment decreased by 7.5% - Instrumentation manufacturing investment fell by 15.1% [1] Production of Key Products - The cumulative production of representative products in the machinery industry has shown strong growth: - Metal cutting machine tools reached a cumulative production of 260,000 units, up by 16.8% - Industrial robots reached a cumulative production of 221,000 sets, up by 34.1% [1] Policy Impact - The macro policy combination effect continues to release, maintaining rapid growth in production supply. The "Two New" policy and industrial upgrades are driving sustained growth in the equipment manufacturing sector. The effects of the consumer goods replacement policy are steadily expanding domestic demand [1]

5月23日，广东省统计局发布的2025年4月经济运行数据显示，全省消费市场持续回暖，以旧换新政策成 效显著。家具、建材等品类零售增速刷新纪录，限额以上家用电器和音像器材类、家具类、建筑及装潢 材料类商品零售额分别增长86.9%、123.5%、156.9%，家具建材零售增速现新高，消费市场整体表现亮 眼。 以旧换新政策成效深化 业内人士指出，广东家居、建材零售增长与以旧换新政策深化实施密切相关。家电补贴直接刺激换新需 求，家装厨卫"焕新"政策叠加适老化改造补贴，推动局部装修和智能家居消费爆发。 2024年，广东省以旧换新政策取得突出成绩，全年累计实现销售额1534.5亿元，惠及消费者超1128万 人，规模稳居全国第一，政策覆盖汽车、家电、手机数码、家装厨卫等多个领域。 4月，广东社会消费品零售总额同比增长4.9%，较一季度增速提升0.5个百分点。1-4月，消费复苏动能 增强，分类型看，商品零售同比增长3.2%，餐饮收入增长2.1%，基本生活类及升级类商品销售表现突 出，如粮油食品类、体育娱乐用品类零售额分别增长11.9%、36.5%。 4月，广东限额以上家用电器和音像器材类、家具类、建筑及装潢材料类商品零售额分 ...

Group 1 - The consumption market is maintaining steady growth due to the effective implementation of the old-for-new policy and organized promotional activities [1] - In April, the total retail sales of consumer goods reached 3.72 trillion yuan, representing a year-on-year growth of 5.1% [1] - From January to April, the total retail sales of consumer goods amounted to 16.18 trillion yuan, with a year-on-year increase of 4.7% [1]