【环球网科技综合报道】8月1日消息，捷豹路虎公司宣布其全球首席执行官Adrian Mardell将于2025年12月31日正式退休，结束其长达35年的职业生涯。据 悉，作为捷豹路虎最资深的员工之一，Mardell的继任者选拔工作已启动，具体人选也将于后续公布。 资料显示，Adrian Mardell的职业生涯与捷豹路虎紧密交织。他于1990年加入该公司，历任财务、运营等多领域管理岗位，2018年升任首席财务官 （CFO）。2022年11月，时任CEO Thierry Bolloré因个人原因辞职后，Mardell临危受命，先以临时CEO身份接管该公司，并于2023年7月正式出任全球首席 执行官。 在其任期内，Mardell推动捷豹路虎完成"重塑未来"全球战略转型，聚焦电动化、智能化与可持续发展。捷豹路虎公司财务表现显著改善：2024/2025财年 （2024年4月1日至2025年3月31日）税前利润达25亿英镑，同比增长15%，创近十年新高；企业净债务清零，现金流状况大幅优化。此外，Mardell高度重视 中国市场，多次率核心管理层访华，推动"在中国为全球"战略落地，加速本土化研发与生产布局。 截至目前，捷豹 ...

Event Overview - On July 31, the company announced the first phase of its employee stock ownership plan for 2025, covering core technical personnel and middle management (totaling ≤258 people). The stock source is from the company's repurchased shares, totaling no more than 1.8 million shares, accounting for 0.30% of the current total share capital. The employee purchase price is set at 24.97 yuan/share, with a total self-funded amount not exceeding 44.946 million yuan [2]. Employee Stock Ownership Plan - The incentive targets are broad, including core technical personnel and middle management, with a total of ≤258 individuals. The expected expense amortization amounts for 2025-2030 are 4.16 million, 9.98 million, 9.98 million, 8.31 million, 5.15 million, and 2.33 million yuan, indicating a minimal impact on the company's performance [3]. - The incentive is significant, with the grant price of 24.97 yuan/share representing a 47.03% discount compared to the current price. This plan is expected to attract and retain talent, enhance operational efficiency, and drive performance growth through a tiered unlocking and multiple assessment mechanisms, ensuring long-term development [3]. Strategic Developments - The company is actively expanding its smart and electric vehicle capabilities. It has become the first domestic supplier to mass-produce and deliver line control braking systems, with plans to build an annual production capacity of 1 million units by 2024, which will help seize market opportunities and expand its first-mover advantage [4]. - The company is also the first domestic supplier to achieve mass production of Electric Parking Brakes (EPB), with plans to expand production by 1 million units in 2024, effectively alleviating capacity bottlenecks and strengthening competitive advantages [4]. - Since 2012, the company has been engaged in lightweight braking components and has established a global presence, including a production base in Mexico that began operations in 2023, with plans for a base in Morocco in 2024 [4]. Integration and Market Position - The company has made strategic acquisitions, such as acquiring 45% of Wanda in 2022, enhancing its automotive chassis layout (braking + steering). Post-acquisition integration has led to a significant increase in net profit margins [5]. - In November 2024, the company plans to establish Bertley Automotive Suspension Technology Company and aims to add 200,000 units of suspension capacity annually, targeting the line control chassis market, which is projected to be worth hundreds of billions [5]. Financial Projections - The company is expected to benefit in the short term from the increased penetration of smart electric control businesses like EPB and line control braking systems. In the medium to long term, the line control chassis is anticipated to contribute significantly to revenue growth, with overseas production capacity gradually ramping up. Revenue projections for 2025-2027 are 13.075 billion, 17.089 billion, and 22.044 billion yuan, with net profits of 1.594 billion, 2.104 billion, and 2.793 billion yuan, respectively. Corresponding EPS is projected at 2.63, 3.47, and 4.60 yuan, with PE ratios of 18, 14, and 10 times [6][7].

民生证券8月1日发布研报称，给予伯特利（603596.SH，最新价：47.16元）推荐评级。评级理由主要包 括：1）发布员工持股计划绑定人才助力长期成长；2）智能化&电动化齐驱全球化再进一步；3）整合 稳步推进进击线控底盘。风险提示：客户销量不及预期；竞争加剧；原材料价格上涨；关税风险等。 （文章来源：每日经济新闻） ...

Group 1: 德福科技 (Defu Technology) - Defu Technology has acquired Luxembourg Copper Foil, positioning itself among the global leaders in high-end IT copper foil production [1] - Luxembourg Copper Foil, established in 1960, is the only non-Japanese high-end IT copper foil manufacturer globally, with an annual capacity of 16,800 tons [1] - Projected revenue for Luxembourg Copper Foil in 2024 is €134 million, with a net profit of -€370,000; however, it is expected to achieve a quarterly profit of €1.67 million in Q1 2025 [1] - Defu Technology's total production capacity for electrolytic copper foil has increased to 191,000 tons per year, making it the largest globally [1] - The company plans to invest ¥183 million in R&D in 2024, aiming to deepen its technology strategy with 17 new invention patents [1] Group 2: 新坐标 (New Coordinates) - In 2024, overseas revenue is expected to account for 43.17% of New Coordinates' total revenue, driven by the expansion of domestic self-owned brand customers [2] - Over 90% of the company's clients are automotive manufacturers, covering both domestic and international passenger and commercial vehicle markets [2] - The company is recognized as a high-tech enterprise with comprehensive R&D capabilities across the entire industry chain [2] - New Coordinates is actively enhancing market share and communication with overseas clients while addressing operational challenges through improved internal controls [2] Group 3: 恒帅股份 (Hengshuai Co., Ltd.) - Hengshuai Co., Ltd. highlighted the advantages of its harmonic magnetic field motor technology, including lightweight design and cost optimization [3] - The company provides customized solutions in the humanoid robot sector, which is anticipated to be a significant growth area [3] - While traditional cleaning services do not face disruptive innovation, the technology has been successfully applied in advanced autonomous driving scenarios [3] - The company has sufficient land and factory space, with intelligent production lines that can shorten capacity expansion cycles [3]

Core Viewpoint - The global automotive industry is experiencing a significant shift in its electrification strategy, with major brands like Mercedes-Benz, BMW, and Audi postponing their electric vehicle (EV) plans, contrasting sharply with previous targets set for around 2030 [1] Group 1: Market Demand and Consumer Acceptance - The demand growth for electric vehicles is slower than expected, with consumer acceptance facing multiple challenges [2] - In North America, consumer acceptance of electric vehicles is lower than anticipated, while Europe shows slightly better conditions [2] - Key reasons for consumer reluctance include high prices, limited range, and concerns over future battery replacement costs [2][3] Group 2: Pricing and Infrastructure Challenges - The average price of electric vehicles remains higher than that of gasoline vehicles, limiting market access for many consumers [3] - European manufacturers have refrained from launching affordable models priced between €20,000 and €25,000 to protect profit margins, which has excluded a significant number of consumers [3] - The need for improved charging infrastructure and consumer confidence in technology is critical for increasing EV adoption [4] Group 3: Industry Adjustments and Future Trends - The initial electrification targets set by automakers may have been overly ambitious, leading to factory closures due to lower-than-expected demand [4] - To drive EV adoption, significant changes are needed, including substantial price reductions, improved charging times, and enhanced consumer confidence in battery technology [4] - The future may see a coexistence of multiple energy forms, with traditional hybrid vehicles gaining traction due to their lower prices and reduced range anxiety [5] - The profitability of internal combustion engine vehicles remains higher than that of pure electric vehicles, potentially slowing the urgency of the electrification transition [5]

新央企中国长安汽车集团有限公司（以下简称"中国长安汽车"）挂牌成立后，7月30日，中国长安汽车 集团有限公司党委书记、董事长朱华荣等八位高管组成的领导班子首次对外集体亮相。 中国长安汽车是一家经国务院批准、由国务院国资委直接履行出资人职责的汽车央企，其基于长安汽 车、辰致集团等117家分子公司组建。据了解，中国长安汽车注册资本为200亿元，资产总额达3087亿 元，从业人数约11万人，主要经营业务包括汽车整车及零部件、汽车销售、金融及物流服务、摩托车 等。 前沿领域。朱华荣称，企业将建立从底层研发、平台架构、核心零部件，到终端产品、商业模式的完整 创新体系。 在建设新生态方面，中国长安汽车将充分发挥集团优势，加强产业生态垂直整合与整零协同。同时，中 国长安汽车将推进科技生态横向拓展，以SDA平台为核心，拓展无人驾驶商业运营、飞行汽车、人形机 器人、泛出行等新兴业务。朱华荣表示："'新长安'成立后诸多的ICT以及其他大集团均表示了对'新长 安'的关注，未来'新长安'将以更加开放合作的态度推进产业协同。"据悉，中国长安汽车方面与海尔集 团董事局主席周云杰已进行战略性合作和交流，并找到众多合作方向，迅速签署战略合作 ...

Group 1 - The establishment of Changan Automobile Group on July 29 marks a strategic shift for the company, with its commercial vehicle brand, Changan Kaicheng, focusing on "electrification, intelligence, pickup, and globalization" to accelerate transformation and resource integration [1] - In the first half of the year, Changan Kaicheng launched multiple strategic products, achieving sales of 140,300 units, a year-on-year increase of 10.1% [1] - Changan Kaicheng aims to leverage the advantages of being a state-owned enterprise to integrate various resources and utilize passenger vehicle technology to capture future logistics development trends [1] Group 2 - The global light commercial vehicle market is projected to reach a scale of 14 million units by 2030, with Changan Kaicheng rapidly advancing its international expansion through establishing overseas KD factories, production bases, and expanding channel networks in Southeast Asia, Central and South America, Europe, the CIS, and the Middle East and Africa [4] - In 2024, Changan Kaicheng is expected to export a cumulative total of 66,700 units, with export sales in the first half of the year reaching 43,200 units, reflecting a year-on-year growth of 7.9% [4] - Changan Kaicheng has successfully completed over 2 billion yuan in Series A financing and is now initiating Series B financing, with the establishment of the group enhancing its brand image and accelerating the process for independent listing [4]

7月29日，《财富》杂志发布2025年世界500强排行榜，130家中国企业进入榜单，按照上榜企业总部所 在城市统计，粤港澳大湾区共有23家企业上榜，相较2024年增加一家企业，其中排名最高的是中国平 安，位列第47名。 从城市分布来看，入围企业主要集中在深圳、广州、香港三地，其中最多的深圳共有9家，广州有6家， 香港有5家。除广深港三地外，佛山有2家企业、东莞有1家企业进入榜单。 《财富》世界500强榜单不仅揭示了全球大型企业的最新发展趋势，更通过国家和地区的对比，展现了 不同经济体的竞争力差异。 聚焦中国上榜企业，一个明显的趋势浮现：互联网和汽车领域的大公司整体呈现依然强势。 榜单显示，京东、阿里巴巴、腾讯、拼多多和美团五家企业排名均实现提升，其中拼多多以176位的跃 升幅度成为榜单黑马（第266位），美团排名上升57位至第327位，京东集团位居第44位，仍是排名最高 的中国大陆民营企业。华为依然是科技领域中国公司的龙头。 如果说互联网企业展现了数字经济的活力，那么汽车行业则呈现出电动化浪潮下的激烈竞逐。全球35家 整车及零部件企业上榜，中国8家整车企业强势入围，比亚迪以第91位首次跻身全球百强，成为榜单中 ...

Group 1: Automotive Industry Growth - In the first half of 2023, China's automotive production and sales reached 15.62 million and 15.65 million units, respectively, marking year-on-year growth of 12.5% and 11.4% [1] - China's automotive sales share in the global market has increased to 36%, up by 4 percentage points from the previous year [1] - The "Two New" policy has positively impacted the automotive consumption market, with significant growth in vehicle trade-in subsidies and consumer incentives [1] Group 2: Export Trends - China's automotive export value is projected to rise from $34.5 billion in 2021 to $117.4 billion in 2024, indicating explosive growth [2] - In the first half of 2023, China exported 3.083 million vehicles, a year-on-year increase of 10.4%, with 1.06 million of those being new energy vehicles, up 75.2% [2] - The Chinese automotive supply chain is developing multi-level cooperation with leading global automotive nations, enhancing its influence in the global market [2] Group 3: Automotive Finance Support - The People's Bank of China and six other departments have issued guidelines to encourage financial institutions to develop consumer-oriented financial products [3] - Automotive finance companies are addressing high financing thresholds by offering products like "0 down payment" and extending interest-free periods to ease consumer financial burdens [3] - The automotive finance sector faces increased competition from banks and other financial institutions, which are entering the market with lower costs and aggressive marketing strategies [3] Group 4: Regulatory Measures - Regulatory bodies are implementing measures to standardize market practices, including prohibiting unfair competition tactics such as high commissions [5] - Local banking associations are promoting healthy development in automotive finance by discouraging practices that force consumers into high-commission products [5] - As high-interest policies phase out, the automotive finance industry is expected to experience a return to healthy competition, allowing companies to explore diversified business models [5]

50天大定破2万辆，6月总销量6189台，7月连续多周获得10-15万中大型纯电轿车冠军，东风日产N7自上市以来销量始终保持稳步快增的态势，一举成 为行业大定破万最快的合资纯电车型，更是位列合资新能源销量总榜榜首。在自主品牌风头正盛的当下，一辆合资品牌新能源产品能取得如此成绩实属不 易。可以说，N7的强势表现，向行业上下展现了节节败退的合资品牌绝地反击的决心与希望。近日，东风日产高管在接受媒体采访时，将N7的表现评价 为"阶段性小胜"。谦虚的话语背后，实则是对东风日产向头部合资新能源车企转型的强大信心。 3年，36个月，往往只是一辆传统汽车的研发周期，而在中国汽车市场，3年意味着翻天覆地的变化。2021年底~2024年底，我国新能源汽车保有量从 784万辆跃升至3140万辆，搭载组合驾驶辅助功能的汽车市场渗透率从23.5%增长至57.3%。电动化、智能化已然成为中国汽车市场的全新标志。这三年间， 各大合资品牌也在加速变革步伐，试图追上中国汽车市场转型的脚步。然而，决策犹豫、行动迟缓让一众合资品牌错失先机，合资新能源始终一蹶不振。 作为合资品牌中的佼佼者，东风日产早早便认识到电动化、智能化转型的必要性与迫切性， ...