智通财经APP讯，长城汽车(02333)发布公告，于2025年8月，汽车销量合计约11.56万台，同比增长 22.33%;产量约11.32万台，同比增长15.64%。 1-8月，汽车销量合计约78.97万台，同比增长5.94%;产量合计约78.54万台，同比增长5.53%。 ...

Core Viewpoint - Geely Automobile (00175) reported a total vehicle sales of 250,200 units in August 2025, representing an approximate 38% year-on-year increase [1] Group 1: Geely Automobile Sales Performance - The total vehicle sales for Geely in August 2025 reached 250,200 units, showing a significant growth of about 38% compared to the same month last year [1] - In the first eight months of 2025, Geely's sales performance indicates a strong upward trend in the automotive market [1] Group 2: Proton Sales Performance - Proton achieved vehicle sales of 15,300 units in August 2025, which is an increase of approximately 8% year-on-year [1] - For the first eight months of 2025, Proton's cumulative vehicle sales reached 106,700 units, reflecting a slight growth of about 1.2% compared to the same period last year [1]

丰田7月全球销量为89万9449辆，刷新了作为7月的历史新高。在美国增长20%，在中国销量6个月 连增…… 日本丰田汽车8月28日发布的7月全球销量（包括雷克萨斯）同比增长5%，达到89万9449辆。刷新了作 为7月的历史新高。在丰田于7月1日上调价格的美国，以大型车和混合动力车（HV）为中心的需求坚 挺，拉动了整体销量。全球产量（含雷克萨斯）也创作为7月的最高纪录。 在美国 市场，丰田的皮卡"Tacoma（塔科马）"等大型车销售强劲 丰田在日本以外的海外市场销量增长7%，达到76万4200辆。美国增长20%至21万8022辆。皮卡"Tacoma （塔科马）"和SUV"4Runner"销售良好。 美国特朗普政府4月对汽车征收25%的额外关税，但7月与日本政府就将关税下调至15%达成一致。丰田 7月从日本向美国出口的汽车数量增长25%，达到5万5306辆。预计关税负担将低于当前水平，但与加征 关税前的2.5%的税率相比仍较高，能否全面吸收成本尚不明朗。 丰田的中国销量也在持续复苏。7月销量增长6%，达15万1669辆，连续6个月同比增长。中国政府通过 补贴政策促进销售、以及丰田的新款车销售良好作出贡献。 受以中 ...

公告显示，重卡分部总收入442.29亿元，同比上升4.0%。重卡分部的营运溢利率为6%，与上年同期持 平。重卡销售136514辆，同比增加9.2%。轻卡及其他分部实现总收入72.52亿元，同比增加7.1%。轻卡 及其他分部营运亏损率为2.4%，较上年同期增加0.5个百分点。集团销售轻卡62816辆，同比增加 10.4%。 消息面上，中国重汽公布中期业绩，收入约508.78亿元，同比增长4.21%；公司权益股东应占溢利约 34.27亿元，同比增长4.03%。中期股息每股0.74港元。公告称，收入上升主要是受益于国内宏观经济稳 中向好及海外重卡市场持续发力，集团抢抓市场机遇，实现产品销量增长。 中国重汽（000951）(03808)绩后跌超4%，截至发稿，跌3.95%，报22.4港元，成交额5300.52万港元。 ...

Core Viewpoint - Leap Motor (9863.HK) has seen a significant stock price increase, reaching a historical high of 73.3 HKD, with a year-to-date gain of 125% [1][2] Financial Performance - For the six months ending June 30, 2025, the company's revenue reached 24.25 billion HKD, a year-on-year increase of 174%, driven by higher vehicle and spare parts deliveries, strategic partnerships, and carbon credit trading [1] - The net profit attributable to equity holders was 30 million HKD, marking a turnaround from a loss, making it the second Chinese new car manufacturer to achieve semi-annual profitability [1] Analyst Upgrades - Citigroup initiated a 90-day upward catalyst observation for Leap Motor, raising the target price from 86.4 HKD to 100 HKD, based on adjustments in sales volume, gross margin, and net profit [1] - The sales forecasts for 2025 to 2027 were increased to 600,000, 1.2 million, and 1.8 million vehicles, with revenue projections raised by 9% to 19% to 66.7 billion, 133 billion, and 192.9 billion HKD [1] - Net profit forecasts were adjusted upward by 11% to 26% to 1.1 billion, 4.17 billion, and 6.32 billion HKD, with gross margin expectations increased by 2.4 to 4.8 percentage points to 14.8%, 15.4%, and 15.5% [1] Sales Targets - Bank of America reported that Leap Motor's management set a third-quarter sales target of 170,000 to 180,000 vehicles and raised the annual sales target from 500,000-600,000 to 580,000-650,000 vehicles [2] - The company anticipates improved gross margins in the second half of the year, with a target of 14% to 15% for the overall gross margin [2] - Bank of America also raised its target price for Leap Motor from 79 HKD to 90 HKD, maintaining a "buy" rating [2]

8月11日，中国汽车工业协会发布的数据显示，1至7月，我国汽车产销分别完成1823.5万辆和1826.9万 辆，同比分别增长12.7%和12%。其中，7月，我国汽车产销分别完成259.1万辆和259.3万辆，同比分别 增长13.3%和14.7%。 ...

Core Insights - Changan Automobile reported a total sales volume of 210,604 units in July 2025, representing a year-on-year increase of 23.43% [1] - For the first seven months of 2025, the total sales reached 1,565,860 units, showing a growth of 4.07% compared to the same period last year, with overseas sales accounting for 348,825 units [1] - In July, the sales of domestic brands reached 177,689 units, marking a year-on-year increase of 27.69%, while the cumulative sales for the year stood at 1,328,331 units, up by 5.38% [1] - The sales of new energy vehicles in July reached 80,006 units, reflecting a significant year-on-year growth of 74.05%, with cumulative sales for the year at 531,720 units, an increase of 52.34% [1]

Group 1 - Geely Automobile announced a total vehicle sales of 237,700 units for July 2025, representing an approximate 58% increase compared to the same period last year [1] - Proton achieved vehicle sales of 14,117 units in July 2025, marking an approximate 11% increase year-on-year [1] - For the first seven months of 2025, Proton's cumulative vehicle sales reached 91,306 units, showing a slight year-on-year growth of about 0.2% [1]

Core Insights - The core viewpoint of the article highlights the growth in automobile sales in the Philippines, indicating a positive trend in the automotive industry for June and the first half of the year [1] Group 1: June Sales Performance - In June, automobile sales in the Philippines reached 40,483 units, reflecting a year-on-year increase of 3.6% [1] - The growth in sales for the first half of the year (January to June) was recorded at 2% compared to the same period last year [1]

Group 1 - The core point of the article is that Thailand's domestic car sales in June increased by 5.07% year-on-year, compared to a 4.73% increase in May [1] Group 2 - The growth in car sales indicates a positive trend in the automotive industry in Thailand, suggesting a recovery or strengthening demand in the market [1] - The year-on-year growth rate for June reflects an improvement over the previous month, indicating potential momentum in sales [1]