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汽车ETF(516110)盘中涨1.7%,政策与科技双轮驱动行业景气
Mei Ri Jing Ji Xin Wen· 2025-09-26 04:54
注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不 预示未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参 考,不构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险 等级相匹配的产品。基金有风险,投资需谨慎。 每日经济新闻 9月26日,汽车ETF(516110)盘中涨1.7%。 信达证券指出,汽车行业发展稳中向好,行业扶持政策持续落地。科技部正在推动人形机器人在汽 车制造等场景加速落地应用,工信部公开征求智能网联汽车组合驾驶辅助系统安全标准意见,针对智能 网联汽车不同功能场景制定了全面且细致的安全技术要求。商务部数据显示,今年以来汽车"以旧换 新"申请量已达830万份,有效促进了汽车消费增长和产业升级。此外,华为与广汽集团联合打造的高端 智能新能源品牌"启境"正式发布,聚焦智能驾驶、智慧座舱等核心能力。零跑汽车宣布重启欧洲本地化 生产计划,小鹏汽车首个欧洲本地化生产项目启动,首批车型量产下线,全球化进程加速。松下计划两 年内开发出新型高容量电池,有望显著延长电动汽车续航里程。 汽车ETF(516110)跟踪 ...
海外华媒探访武汉经开区 见证“中国车谷”硬实力
Zhong Guo Xin Wen Wang· 2025-09-25 13:57
Core Insights - The article highlights the rapid development of Lantu Automobile, a high-end smart electric vehicle brand under Dongfeng Motor, which has established a comprehensive product matrix covering SUVs, MPVs, and sedans since its inception in July 2020 [3][5] - Wuhan Economic and Technological Development Zone, known as "China's Auto Valley," is a key area for the automotive industry in central and western China, housing 10 complete vehicle manufacturers and over 1,400 parts suppliers, with an annual production and sales volume of nearly 1 million vehicles [5][7] Company Overview - Lantu Automobile has successfully expanded its market presence in core European markets, positioning itself as a significant player in the technological innovation and overseas market expansion of the new energy vehicle sector in Wuhan Economic and Technological Development Zone [3][5] - The performance of the Warrior 917 extended-range version was positively received during a media experience event, showcasing the vehicle's stability under extreme conditions, reflecting the strength of Chinese automotive manufacturers [3][5] Industry Development - Wuhan Economic and Technological Development Zone has focused on the new energy and intelligent connected vehicle industry chain, attracting high-end projects and forming a complete industrial system from key components to complete vehicles [5][7] - In the first half of 2025, the zone launched 10 new vehicle models, with a 58% year-on-year increase in new energy vehicle production [5][7] - The zone is implementing three major initiatives: accelerating the production of one million new energy vehicles, optimizing the structure of automotive zero-to-complete ratios, and tackling key core technology challenges [7] - The establishment of specialized parks, such as the Wuhan Intelligent Automotive Software Park and Hydrogen Energy Technology Industrial Park, aims to address issues like chip shortages and material bottlenecks in the automotive industry [7]
江苏公安:出台十六条举措助力提振消费
Xin Jing Bao· 2025-09-25 13:23
新京报讯(记者张静姝)日前,江苏省公安厅召开新闻发布会,通报《江苏公安机关服务经济发展助力 提振消费十六条举措》。更正出生日期后,"改身份证号码""重新办身份证""重新办驾驶证"等诸多业务 可以一起办;新车上牌,通过"交管12123"APP就能自主完成网上选车、购车、投保、缴税、选号、上 户等全流程、各事项。 江苏公安机关还注重开展消费领域突出违法犯罪研判打击,依法从严从快查处一批民生小案和有影响的 合同诈骗、非法经营、制售伪劣商品及涉食品药品安全领域犯罪案件,严打垄断经营、欺行霸市、强买 强卖、敲诈勒索的"街霸""市霸"等违法犯罪。 江苏公安机关还推行公安政务"一起办"、做优公安证件"便捷办"服务,将原本需多次跑动的业务关联打 包,促进群众办事流程最优化、办事材料最简化、办事成本最小化。推行民营快递企业代办交管业务, 为群众交管证件寄递提供多元化选择,拓展居民身份证各类业务"全省通办",为省内跨域出行人群提供 便捷服务。 在南京、徐州,公安部门试点开展公安证件照片"一照通用"改革,建成应用"共采、共享、共用"照片 库,进一步拓展户政、交管、出入境等公安业务照片应用场景,实现"一拍共享、一照通用"。 公安交管 ...
不得夸大自动驾驶技术安全性,广州发布智能网联汽车路测新规
Nan Fang Du Shi Bao· 2025-09-25 13:23
南都讯 记者蒋臻 9月25日,《广州市智能网联汽车与无人驾驶装备道路测试及示范活动管理办法》(下称 《办法》)在广州市交通运输局官网公布。《办法》规定,测试、示范活动主体在宣传与推介的过程中不 得夸大自动驾驶汽车技术安全性和成熟度,应当向测试、示范活动的参与者准确描述自动驾驶汽车的使用 要求与限制条件。 广州已开放智能网联汽车测试道路约2600公里 道路测试与示范活动车辆应当接入广州市智能网联汽车安全监测平台实时上传车辆运行状态、驾驶模式、 车内外监控视频、运营服务等相关数据。测试、示范活动主体在宣传与推介的过程中不得夸大自动驾驶汽 车技术安全性和成熟度,应当向测试、示范活动的参与者准确描述自动驾驶汽车的使用要求与限制条件。 存在重大安全隐患且未整改将被撤销测试通知书 广州市交通运输局同时发布了《办法》的政策解读。据介绍,随着新一轮科技革命和产业变革深入推进, 智能网联汽车已上升至国家发展战略方向。汽车产业也是广州市重要支柱产业之一,广州市智能网联汽车 产业又具有一定的先发优势,汇集了广汽埃安、小鹏等智能网联汽车整车制造企业,以及小马智行、文远 知行等自动驾驶科技头部企业,还有如祺出行、滴滴出行、哈啰出行等众 ...
【快讯】每日快讯(2025年9月25日)
乘联分会· 2025-09-25 08:45
点 击 蓝 字 关 注 我 们 本文全文共 3539 字,阅读全文约需 12 分钟 国内新闻 1.商务部等8部门:开展智能网联汽车准入和上路通行试点 2.汽车门把手强制性国标征求意见稿发布 3.湖北:襄阳、十堰建设智能网联汽车示范区 目录 4.郑州将发放5.6亿元购车补贴 5.奇瑞汽车正式在港交所上市 6.奔驰、Momenta联合研发新一代智能辅助驾驶 7.智己登陆挪威与埃及市场 四季度交付新车 8.比亚迪加速欧洲布局:匈牙利工厂年底投产 国外新闻 1.美国正式公告:实施美欧贸易协议 征收欧盟汽车15%关税 2.欧洲汽车工业协会发布2025年上半年报告 3.Waymo将推出企业版自动驾驶出行服务 4.英国8月汽车产量同比下降18.2% 商用车 时间:2025.9.25 来源: 一财资讯 1. 江淮1卡800V超高压轻卡联调成功 2. 中通客车在北欧成功破冰 3. 厦门金龙再度入选《亚洲品牌500强》 4. 哈萨克斯坦首批比亚迪电动客车下线 国内新闻 1 商务部等8部门:开展智能网联汽车准入和上路通行试点 时间:2025.9.25 来源:财联社 9月24日,商务部等8部门联合印发《关于大力发展数字消费共创数字时 ...
第一创业晨会纪要-20250925
Group 1: Industry Overview - The G7 and EU are considering setting a price floor for rare earth production and imposing taxes on certain exports from China to stimulate investment, which could help maintain high rare earth prices over the next two years [3] - China's rare earth smelting and separation capacity accounts for over 90% of global supply, indicating a significant reliance on Chinese production [3] - China's President Xi Jinping announced plans to increase domestic wind and solar power capacity to six times the 2020 level by 2035, with an average annual growth rate of around 8% expected over the next decade [3] Group 2: Company Performance - Anhui Wanwei's Q3 2025 earnings forecast indicates a net profit attributable to shareholders of between 340 million to 420 million yuan, representing a year-on-year growth of 69.8% to 109.8% [4] - The increase in profit is attributed to a more than 40% rise in PVA export volume and a 30% increase in acetic acid methyl ester exports, alongside a significant drop in raw material prices [4] - The company has successfully broken foreign monopolies in high-end materials, leading to a substantial improvement in profitability [4] Group 3: Advanced Manufacturing Sector - In the first seven months of 2025, approximately 7.76 million new cars with combined driving assistance features were sold, achieving a penetration rate of 62.6% [7] - The construction of 17 national-level testing demonstration zones and the promotion of 20 integrated vehicle-road-cloud pilot cities indicate significant infrastructure development [7] - The introduction of mandatory national standards for L2 driving assistance systems marks a transition towards a focus on system engineering and safety capabilities in the industry [7] Group 4: Consumer Sector - Bubu Gao reported a revenue of 2.129 billion yuan for the first half of 2025, a year-on-year increase of 24.45%, with a net profit turnaround from a loss of 84.32 million yuan to a profit of 11.67 million yuan [9] - The company's strategic adjustments and model innovations, including employee salary increases and operational optimizations, have significantly improved performance [9][10] - The closure of 74 loss-making stores and the focus on 59 core stores in Hunan have strengthened the company's competitive advantage [9]
ETF开盘:智能网联汽车ETF涨10.02% 通信ETF广发跌3.0%
来源:上海证券报·中国证券网 上证报中国证券网讯 9月25日,ETF开盘涨跌不一,智能网联汽车ETF(159872)涨10.02%,油气资源 ETF(159309)涨8.86%,油气资源ETF(563150)涨4.96%,通信ETF广发(159507)跌3.0%,半导体设备 ETF(561980)跌2.53%,消费ETF沪港深(517550)跌2.03%。 ...
工信部公开征求汽车门把手标准意见,东风日产天籁与鸿蒙座舱官宣合作 | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-09-24 22:30
Group 1 - The Ministry of Industry and Information Technology is soliciting public opinions on the mandatory national standard for automotive door handles, indicating a move towards improved automotive safety standards in China [1] - Dongfeng Nissan's collaboration with HarmonyOS for the Tianlai model marks the first fuel vehicle globally to feature this smart cockpit, showcasing the company's commitment to digital transformation and enhancing consumer experience [2] - Eight departments, including the Ministry of Commerce, have issued guidelines to promote the development of smart connected vehicles, emphasizing the importance of pilot programs for vehicle access and road use, which is expected to stimulate market demand [3] Group 2 - Li Auto's legal department has addressed false information regarding the upcoming Li i6 model, highlighting the company's focus on brand reputation and the potential impact of legal measures on investor confidence [4]
【快讯】每日快讯(2025年9月24日)
乘联分会· 2025-09-24 08:36
Domestic News - The penetration rate of passenger cars with combined driving assistance systems in the new car market has exceeded 60%, with 7.76 million units sold from January to July, an increase of 5.7 million units and 40 percentage points compared to the same period in 2021 [2] - China is accelerating the construction of 20 "vehicle-road-cloud integration" pilot cities, with 17 national-level testing demonstration zones established and over 35,000 kilometers of testing roads opened [3] - Beijing is promoting the development of intelligent connected vehicles, focusing on high-standard construction of "smart" cities and enhancing core technology in key areas such as vehicle-grade chips and complex environment perception [4] - Mercedes-Benz and ByteDance have announced an upgraded strategic cooperation to promote the integration of artificial intelligence technology across various business areas [5] - FAW-Volkswagen has exported its first batch of 554 Magotan and Sagitar vehicles to the Middle East, marking a significant step in its overseas business strategy [6][7] - Ford has established a wholly-owned sales service company in China to manage marketing, sales, and service for its brand vehicles [8] - GAC Toyota's 2026 global car will deeply integrate into Huawei's terminal ecosystem, featuring Huawei's HiCar 5.0 and T-BOX communication module [9] - CATL has established a new company focused on the sales of new energy vehicles and related services [10] International News - Malaysia's new car sales slightly increased in August, rising from 72,580 units to 73,041 units year-on-year, supported by inventory improvements and new model launches [12] - California will not extend its electric vehicle tax credit policy, which could impact the market for electric vehicles in the state [13] - Hyundai plans to launch its first rear-wheel-drive luxury hybrid vehicle next year as part of its mid-to-long-term strategy [14] - Volvo Cars will produce a new model in the U.S. by 2030, adapting to tariff policies and enhancing production capacity [15] Commercial Vehicles - Cummins has launched new low-carbon power solutions for the non-road market, including a new generation hydraulic matching control system and a 19L methanol industrial engine [18] - Shaanxi Automobile has released its new energy light truck, featuring advanced technologies for improved range and reliability [19] - Beiqi Foton has signed an order for 125 heavy-duty trucks with a Southeast Asian mining client, marking a significant step in its market expansion [21] - Volvo Construction Equipment and Jiefang Power have officially launched a cooperation project aimed at enhancing global market presence and technological innovation [24]
工信部将推进智能网联汽车准入和上路通行试点工作
Zhong Guo Jing Ji Wang· 2025-09-24 03:37
下一步,工信部将抓紧编制新时期智能网联新能源汽车产业发展规划,支持车用人工智能、汽车操作系 统、智能线控底盘等关键技术攻关,持续健全完善汽车技术标准体系,深入推进智能网联汽车准入和上 路通行试点、"车路云一体化"应用试点工作,扎实推动我国汽车产业高质量发展。 工业和信息化部装备工业发展中心主任瞿国春介绍,大会将全面升级"3+3+6+N"框架结构,包括:举办 开幕式、全体大会、闭幕式等3场全体会议;组织汽车产业政策圆桌、汽车产业国际合作会议、京津冀 协同发展会议等3场特色活动;围绕政策、技术、安全、人工智能、应用、数据等方向设置6个主题论 坛;聚焦网联通信、基础设施、产业生态等议题,举办多场边会活动。 工业和信息化部装备工业一司副司长表示,智能网联汽车是汽车与人工智能、信息通信、云计算、大数 据等技术融合发展的关键载体,已成为全球汽车转型升级的重要战略方向。 记者9月23日从工业和信息化部获悉,2025世界智能网联汽车大会将于10月16日至18日在北京举办。大 会以"汇智聚能网联无限"为主题,旨在汇聚全球政企和行业资源,促进跨行业协同发展。 近年来,工信部高度重视智能网联汽车产业发展,着力推进技术攻关、标准研制 ...