国内新闻 国外新闻 商用车 国内新闻 点 击 蓝 字 关 注 我 们 本文全文共 3362 字，阅读全文约需 11 分钟 目录 1 1.国家统计局:2025年规模以上高技术制造业利润较上年增长13.3% 2.交通运输部:严格落实春节假期免收7座及以下小型客车通行费政策 3.东莞:将安排8000万元发放汽车购新补贴 4.比亚迪与埃克森美孚签署战略合作备忘录 5.长安汽车:力争2028年实现人形机器人量产 6.蔚来累计换电次数超过9900万次 7.宁德时代与云南省政府签署全面战略合作协议 8.小马智行与爱特博达成业务合作 1.印度向欧盟开放汽车配额 规模最高达25万辆 2.南非2025年纯电动车销量同比下降17% 3.特斯拉在美国服务区建1.2兆瓦重卡充电桩 4.VinFast将与Autobrains共同开发自动驾驶技术 1. 东风柳汽与雅迪战略签约 绘就新能源物流新蓝图 2. DeepWay深向完成11.77亿元Pre-IPO轮融资 3. 开启电动皮卡元年 奇瑞威麟R08 EV正式上市 4. 白犀牛24立方米无人车在深圳开展测试 国家统计局:2025年规模以上高技术制造业利润较上年增长13.3% 时间:2026 ...

中新网北京1月23日电 (卢金曦)23日，以"聚力赋新质向空天"为主题的第三届北京商业航天产业高质量 发展推进会在北京经济技术开发区(北京亦庄)举办。政府机构代表、专家学者、企业代表、国际友人围 绕制度创新、前沿技术探索、国际合作等话题深入探讨，为商业航天产业高质量发展出谋划策，共商未 来。 北京亦庄发布九大产能、六大卫星项目。2025年，北京亦庄以空天街区为主承载，启动卫星互联网供应 链产业园建设，一年来，九大产能项目梯次落地，总投资超150亿元，将快速形成全产业链新质产能。 北京亦庄构建星箭一体化、通导遥融合、空天地一体化发展格局，启动六大卫星项目，加快培育太空经 济优势。 1月23日，第三届北京商业航天产业高质量发展推进会在北京经开区通明湖会展中心举行。本次大会 以"聚力赋新 质向空天"为主题，设置成果发布、主旨报告、专题座谈等多个环节。图为参会嘉宾参观 中国商业卫星火箭模型。记者 易海菲 摄 1月23日，第三届北京商业航天产业高质量发展推进会在北京经开区通明湖会展中心举行。本次大会 以"聚力赋新 质向空天"为主题，设置成果发布、主旨报告、专题座谈等多个环节。记者 易海菲 摄 多项成果在推进会发布 北京 ...

Sales Performance - In 2025, Changan Automobile's total sales reached 2.913 million units, a year-on-year increase of 8.5%, marking a nine-year high [1] - New energy vehicle (NEV) sales exceeded 1.1 million units, up 51% year-on-year, with a compound annual growth rate (CAGR) of 97.3% during the 14th Five-Year Plan [1] - Overseas sales reached 637,000 units in 2025, an 18.9% increase, with a CAGR of 50.5% during the same period [1] - The sales target for 2026 is set at 3.3 million units, a 13.3% increase, with NEV sales projected at 1.4 million units (up 26.2%) and overseas sales at 750,000 units (up 17.7%) [5] Brand Development - During the 14th Five-Year Plan, Changan launched three smart NEV brands: Avita, Deep Blue, and Changan Qiyuan [2] - Avita has maintained over 10,000 units in monthly sales for 10 consecutive months, while Deep Blue surpassed 700,000 units in sales within three years [2] - A total of 24 NEV models were launched, including 6 from Avita, 6 from Deep Blue, and 7 from Changan Qiyuan [2] Technological Advancements - Changan's self-developed battery brand "Jinzhongzhao" has superior thermal insulation performance, outperforming the industry by 30% [2] - The company has introduced the world's first multi-in-one electric drive and a hybrid engine with a thermal efficiency of 44.39% [2] - The "Beidou Tianshu" intelligent safety plan has evolved to version 2.0, focusing on comprehensive safety across various dimensions [3] Global Expansion - Changan's global sales network expanded from 63 countries in 2020 to 117 countries by 2025 [4] - The company established 7 spare parts centers and 5 service engineering centers globally, covering over 100 countries [4] - The number of overseas models increased from 17 to 41 during the 14th Five-Year Plan, including 25 fuel vehicles and 16 NEVs [4] Future Goals - By 2028, Changan aims to achieve cumulative sales of 40 million units for Chinese brands and break through 5 million units in annual production and sales by 2030, with NEVs accounting for over 60% [5] - The company plans to launch 43 new models over the next three years, including 35 NEVs and 8 fuel-efficient vehicles [6] - Continuous investment of over 5% of revenue in R&D is planned, focusing on AI, software, and next-generation battery technologies [7]

Core Viewpoint - Shenzhen Xinyi Chang Technology Co., Ltd. has signed a strategic cooperation agreement with Chengdu Tangyuan Electric Co., Ltd. to develop embodied intelligent humanoid robots, focusing on four key sectors: rail transit, intelligent manufacturing, smart emergency response, and healthcare [1][2] Group 1: Strategic Cooperation - The partnership aims to leverage the core technological advantages of both companies, combining Tangyuan Electric's expertise in industry scenario understanding, AI algorithms, and machine vision with Xinyi Chang's strengths in humanoid robot bodies, motion control, and core components [1] - A clear phased development blueprint has been established, focusing on addressing core pain points in the humanoid robot field and accelerating the transformation of technological achievements into industrial value [2] Group 2: Key Development Areas - The first focus area is the joint development of humanoid robots specifically for rail transit, aimed at automating operations in traction power supply, vehicle engineering, and maintenance inspections to enhance operational safety and efficiency [1] - The second area involves creating an integrated solution combining Xinyi Chang's next-generation humanoid robots with Tangyuan Electric's smart factory control systems for flexible assembly and high-precision quality inspection [2] - The third focus is on developing highly adaptable emergency robots for complex environments such as mines, parks, and disaster sites, utilizing digital twins and AI early warning models to establish intelligent safety operations and emergency rescue systems [2] - The fourth area targets the development of medical robots for scenarios like medical material transportation, elderly care, and rehabilitation assistance, ensuring high cleanliness, precision, and safety to upgrade medical services [2]

Core Viewpoint - Zhonglian Heavy Industry reported a year-on-year increase in revenue and profit for the first three quarters, with significantly enhanced profitability [1] Group 1: Financial Performance - Revenue and profit for the first three quarters showed a year-on-year growth, indicating strong financial performance [1] - Profitability has significantly improved, reflecting effective operational strategies [1] Group 2: Business Expansion - The overseas business continues to perform well, contributing positively to overall growth [1] - Domestic sales showed improvement year-on-year in Q3, enhancing the synergy between domestic and international sales [1] Group 3: Strategic Initiatives - The company is actively engaging in the humanoid robot industry, benefiting from local government support policies [1] - There is notable long-term growth potential in emerging business areas [1] Group 4: Investment Recommendation - The report suggests monitoring the effectiveness of the company's overseas market expansion, the sustainability of domestic sales recovery, and the pace of new business developments [1] - A "buy" rating is maintained, with a reasonable price range set at 7.15-9.53 yuan based on the industry average PE for 2025 [1]

Core Viewpoint - The company reported its Q3 2025 results, showing stable revenue growth but a decline in net profit, indicating improved profitability quality despite challenges in the market [1]. Financial Performance - For the first three quarters of 2025, the company achieved revenue of 13.51 billion, a year-on-year increase of 11.7%, and a net profit of 470 million, a year-on-year decrease of 21.2% [1]. - In Q3 2025, the company recorded revenue of 4.87 billion, a year-on-year growth of 10.55%, and a net profit of 162 million, a year-on-year increase of 0.63% [1]. - The gross margin for the first three quarters of 2025 was 19.10%, an increase of 0.40 percentage points year-on-year, while Q3 gross margin was 19.72%, a decrease of 0.28 percentage points year-on-year but an increase of 1.18 percentage points quarter-on-quarter [1]. Operational Efficiency - The company maintained stable operational efficiency with sales expenses of 98 million, a sales expense ratio of 0.73%, down by 0.05 percentage points year-on-year [1]. - Management expenses totaled 691 million, with a management expense ratio of 5.11%, an increase of 0.18 percentage points year-on-year [1]. - Research and development expenses were 1.015 billion, with a research expense ratio of 7.51%, an increase of 0.22 percentage points year-on-year [1]. - Financial expenses amounted to 107 million, a decrease of 18 million year-on-year [1]. Industry Outlook - The downstream sectors, particularly consumer electronics and the new energy industry, are experiencing rising demand, driven by policies like "trade-in for new" and the explosive growth of AI-driven products [2]. - The new energy vehicle industry continues to grow globally, significantly impacting the automotive and energy sectors, with China leading in production and sales [3]. - The company is rapidly advancing its global production base construction, with multiple domestic and international projects progressing as planned [3]. Profit Forecast - The company is projected to achieve revenues of 19.074 billion, 21.897 billion, and 24.043 billion from 2025 to 2027, with corresponding net profits of 692 million, 958 million, and 1.209 billion [4].

Core Points - The 2025 Sichuan Investment Promotion Event attracted significant investment, with a total of 340 projects signed, amounting to 263.06 billion yuan [1][2] - The event emphasized technology innovation and industrial development, aligning with Sichuan's "15+N" key industry strategy to enhance quality and service [1][2] Group 1: Event Overview - The event took place from September 22 to 24 in Chengdu, focusing on building industrial ecosystems and promoting high-quality development in Sichuan [1][2] - A total of 14 representative projects were signed during the investment promotion conference, including a humanoid robot manufacturing headquarters and an AI mobile medical base [2] Group 2: Investment Highlights - The event released a list of investment opportunities in key industries, featuring three categories: resource utilization projects, supply chain enhancement projects, and application scenario projects [2] - Over 1,500 cooperation projects were presented online, with 100 high-quality projects selected for a comprehensive guide to facilitate investment [2] Group 3: Participation and Impact - This year's event marked the 12th iteration since its inception in 2014, attracting over 6,200 well-known companies and nearly 10,000 attendees [2][3] - The participation of central enterprises and "three categories of 500 strong" companies reached a record high of 150, with over 70% aligning with Sichuan's key industry chain development [2][3] - There was a notable increase in participation from AI, software, and information service companies by approximately 40%, and from new energy and related sectors by about 35% compared to the previous year [2]

Group 1: Investment Highlights - The semiconductor industry is experiencing significant growth, with NVIDIA's GB200NVL72 server expected to drive AI data center upgrades, leading to a rise in liquid cooling technology adoption from 14% in 2024 to 33% in 2025 [1][2] - TianTai Robotics has signed a global order for 10,000 humanoid robots in collaboration with strategic partners, marking a significant milestone in embodied intelligence [2] - EasyCharge Semiconductor has launched the CPSQ5462 and CPSQ5464 series products for ADB car lighting applications, providing a cost-effective alternative to international competitors [2] Group 2: Company Announcements - Jingfang Technology reported a total revenue of 667 million yuan for H1 2025, a year-on-year increase of 24.68%, with a net profit of 165 million yuan, up 49.78% [2] - Lianyun Technology achieved a total revenue of 610 million yuan for H1 2025, a 15.68% increase, and a net profit of 56 million yuan, up 36.38% [2] - Langhong Technology's total revenue for H1 2025 was 95 million yuan, reflecting a 48.52% growth, with a net profit of 32 million yuan, up 28.73% [2] - Longxun Co. reported total revenue of 247 million yuan for H1 2025, a growth of 11.35%, and a net profit of 72 million yuan, up 15.16% [2] - Century Dingli's total revenue for H1 2025 was 128 million yuan, a decrease of 6.87%, but net profit surged to 9 million yuan, up 160.47% [2] - Lante Optics reported total revenue of 577 million yuan for H1 2025, a 52.54% increase, with a net profit of 103 million yuan, up 110.27% [3] - Xintong Electronics achieved total revenue of 448 million yuan for H1 2025, a 10.85% increase, and a net profit of 50 million yuan, up 5.83% [3] - Baichu Electronics reported total revenue of 1.103 billion yuan for H1 2025, a 24.89% increase, with a net profit of 640 million yuan, up 30.32% [3] - Yunda Technology's total revenue for H1 2025 was 289 million yuan, a 23.65% increase, with a net profit of 16 million yuan, up 13.65% [3] - Hengmingda reported total revenue of 1.244 billion yuan for H1 2025, a 32.18% increase, with a net profit of 234 million yuan, up 43.01% [3] - Opto reported total revenue of 683 million yuan for H1 2025, a 30.68% increase, with a net profit of 146 million yuan, up 28.8% [3] - Huiyuan Communication achieved total revenue of 236 million yuan for H1 2025, a 45.51% increase, with a net profit of 9 million yuan, up 244.66% [3] - Zhongjing Electronics reported total revenue of 1.618 billion yuan for H1 2025, a 21.29% increase, with a net profit of 18 million yuan, up 125.05% [3] - Dazhu CNC reported total revenue of 2.382 billion yuan for H1 2025, a 52.26% increase, with a net profit of 263 million yuan, up 83.82% [3] - Lite Optoelectronics achieved total revenue of 292 million yuan for H1 2025, an 18.84% increase, with a net profit of 126 million yuan, up 36.74% [3] - Luvi Optoelectronics reported total revenue of 544 million yuan for H1 2025, a 37.48% increase, with a net profit of 106 million yuan, up 29.13% [3]

Market Overview - The Hong Kong stock market experienced a decline of 0.24% amid complex external conditions and concerns over upcoming remarks by Federal Reserve Chairman Jerome Powell at the Jackson Hole conference [1] - The geopolitical situation remains tense, with reports of large-scale airstrikes by Russian forces on Ukraine and renewed military actions in the Middle East [1][2] Company Performance - Chinese gold stocks, such as China Gold International (02099) and Chow Sang Sang (00116), saw significant gains, with increases of nearly 5% and over 7% respectively [1] - The Hong Kong Stock Exchange (HKEX) is considering extending trading hours, with plans for a 24-hour trading mechanism by 2026, although this may not be favorable for all investors [2] Digital Currency Developments - China is reportedly considering allowing the use of RMB-backed stablecoins, which could significantly enhance the internationalization of the RMB [3] - Related stocks in the stablecoin sector, such as ZhongAn Online (06060) and Guotai Junan International (01788), experienced notable increases [3] Health Sector Insights - The Chinese government has issued guidelines to promote ear and hearing health, which has positively impacted healthcare stocks like Dingdang Health (09886) and Ping An Good Doctor (01833) [3] Transportation and Logistics - China Railway Group announced a significant tender for high-speed trains, exceeding market expectations, which is likely to benefit companies like CRRC (01766) and Times Electric (03898) [3] - The shipping sector is poised for growth, particularly with the increase in trade with ASEAN countries, benefiting companies such as China Ocean Shipping (00598) and Sea Group (01308) [6] Individual Stock Highlights - Sea Group (01308) reported a revenue of approximately $1.6645 billion, a year-on-year increase of 28%, with a profit growth of 79.5% [7] - The company is expanding its fleet with new container ships to meet growing operational demands, which is expected to enhance its market position [8] - The demand for smaller container ships remains strong due to limited supply and economic growth in Southeast Asia [8]

Market Overview - The A-share market continued its upward trend, with the Shanghai Composite Index reaching a ten-year high, close to 3800 points, closing at 3779.52 points, up 0.35% [1] - The Shenzhen Component Index closed at 11980.08 points, up 0.45%, and the ChiNext Index closed at 2613.08 points, up 0.21% [1] - Total market turnover for the half-day was 159.12 billion yuan, an increase of 5.62 billion yuan compared to the same period the previous day [1] Sector Performance - The combustible ice sector saw a significant surge, with New Jin Power rising nearly 9% and Shen Kai Co. increasing over 7% due to breakthroughs in large-scale utilization [3] - Digital currency concept stocks were active, with Yu Yin Co. achieving three consecutive trading limits and Zhongyou Capital hitting two trading limits in three days [3] - The consumer electronics sector remained active, with Lens Technology rising over 10% and Zhaoyi Innovation hitting the trading limit [3] Company Highlights - Muyuan Foods reported a nearly 12-fold increase in net profit, leading to a nearly 9% rise in its stock price [5][6] - For the first half of the year, Muyuan Foods achieved operating revenue of 764.63 billion yuan, a year-on-year increase of 34.46%, and a net profit of 105.3 billion yuan, up 1169.77% [6][7] - The company plans to distribute a cash dividend of 9.32 yuan per 10 shares, totaling 50.02 billion yuan [7] - Muyuan Foods is adjusting its breeding stock in response to national supply-demand balance measures, expecting to reduce its breeding sows to 3.3 million by year-end [7][9] - The company has established an overseas business team to explore international markets, aiming to replicate its domestic advantages abroad [8] Stock Performance - Jin Tian Co. reported a total revenue of 592.94 billion yuan for the first half of the year, a year-on-year increase of 2.46%, and a net profit of 3.73 billion yuan, up 203.86% [12][13] - However, Jin Tian Co. warned of potential market overheating due to its stock's recent performance exceeding industry and index growth [13] - Both Jin Tian Co. and Tenglong Co. faced significant declines in stock prices, with Tenglong Co. also issuing a risk warning regarding its exposure to the liquid cooling market [10][12][13]