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鸿蒙智行同日发布多款新车型;东风科技:东风投资将成为公司间接股东
Mei Ri Jing Ji Xin Wen· 2025-08-25 22:45
| 2025年8月26日星期二| NO.1鸿蒙智行同日发布多款新车型 8月25日,鸿蒙智行在成都举行的智界及问界秋季新品发布会上发布了多款新车型。其中,智界R7与S7 迎来改款,分别推出6款和3款车型,售价为24.98万至30.98万元、22.98万至28.98万元。问界M8纯电版 迎来上市,将入门款车型改为Max+版,售价为35.98万至44.98万元;问界新M5Ultra版则发布了新配色 跃影红,该款售价22.98万元。 此外,余承东宣布享界S9T将在9月16日发布,而鸿蒙智行第五"界"的首款产品尚界H5也开启预订,预 售价为16.98万元起,9月23日正式发布。 点评:此次是鸿蒙智行发布新品最多的一次发布会。有观点称,当前智能电动汽车行业的竞争格局与当 年智能手机行业的崛起路径存在显著相似之处。企业普遍通过加速产品迭代和技术创新,持续推出新产 品,以此激发市场需求并推动消费增长,鸿蒙智行也希望通过这种方式来吸引更多的消费者。 NO.2东风科技:东风投资将成为公司间接股东 8月25日,东风科技(600081)(600081.SH)发布公告称,8月22日,间接股东东风汽车集团股份有限公 司(简称"东风集团股 ...
鸿蒙智行同日发布多款新车型;东风科技:东风投资将成为公司间接股东 | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-08-25 22:41
NO.1 鸿蒙智行同日发布多款新车型 8月25日,鸿蒙智行在成都举行的智界及问界秋季新品发布会上发布了多款新车型。其中,智界R7与S7 迎来改款,分别推出6款和3款车型,售价为24.98万至30.98万元、22.98万至28.98万元。问界M8纯电版 迎来上市,将入门款车型改为Max+版,售价为35.98万至44.98万元;问界新M5 Ultra版则发布了新配色 跃影红,该款售价22.98万元。 此外,余承东宣布享界S9T将在9月16日发布,而鸿蒙智行第五"界"的首款产品尚界H5也开启预订,预 售价为16.98万元起,9月23日正式发布。 每经记者|董天意 实习生 张艺彤 每经编辑|余婷婷 点评:此次是鸿蒙智行发布新品最多的一次发布会。有观点称,当前智能电动汽车行业的竞争格局与当 年智能手机行业的崛起路径存在显著相似之处。企业普遍通过加速产品迭代和技术创新,持续推出新产 品,以此激发市场需求并推动消费增长,鸿蒙智行也希望通过这种方式来吸引更多的消费者。 | 2025年8月26日 星期二 | NO.2 东风科技:东风投资将成为公司间接股东 8月25日,东风科技(600081.SH)发布公告称,8月22日,间接股 ...
中国汽研: 中国汽研2025年半年度报告
Zheng Quan Zhi Xing· 2025-08-25 16:53
| 中华人民共和国工业和信息化部 指 工信部 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 十四五 指 2021 年—2025 年 | | | | | | | | CCC 指 | | 中国强制性产品认证制度(China Compulsory Certification) | | | | | | 中国汽车工程研究院股份有限公司2025 年半年度报告 | | | | | | | | 公司简介和主要财务指标 | 第二节 | | | | | | | 一、 公司信息 | | | | | | | | 公司的中文名称 中国汽车工程研究院股份有限公司 | | | | | | | | 公司的中文简称 中国汽研 | | | | | | | | 公司的外文名称 | | CHINA AUTOMOTIVE ENGINEERING RESEARCH INSTITUTE CO.,LTD | | | | | | 公司的外文名称缩写 CAERI | | | | | | | | 公司的法定代表人 周玉林 | | | | | | | | 二、 联系人和联系方式 | | | ...
安徽逆袭登顶“汽车第一省”,这份荣耀能守得住么?
Hu Xiu· 2025-08-25 02:45
近日,"安徽超越广东成为'汽车第一省'"的消息引发广泛关注。 根据最新统计,如今的安徽已一跃成为汽车总产量第一省、新能源汽车产量第一省,两项数据分别达到149.95万辆(广东131.34万辆)、73.09万辆(广东 43.10万辆)。 这背后,是安徽近十年在新能源汽车赛道上的"孤注一掷",也是安徽汽车产业迅速发展的最直观体现。 安徽如何逆袭成为"汽车第一省"? 十年前,安徽本土车企深陷发展困境。奇瑞虽凭借QQ、瑞虎等车型在燃油车市场积累一定口碑,但因自主研发投入不足、技术迭代滞后,主力车型销量 长期徘徊,品牌始终难破"经济型"标签,增长陷入瓶颈。 巴西卢拉竞选总统乘坐的拉票竞选用车是瑞虎8plus 靠商用车起步的江淮汽车虽有市场知名度,但其乘用车业务因定位模糊、认可度低,全年销量不足15万辆,也在竞争中艰难求生。 不仅如此,那时的安徽汽车零部件企业多为中小规模,核心零部件如发动机、变速箱依赖外部采购,电池、电机等新能源关键部件几乎空白,配套体系零 散且技术含量低。 2014年,安徽全年汽车总产量仅95.5万辆,不足广东的五分之一,全国排名始终在第10位左右,不被行业重视。 反观同期竞争对手,广东凭借广汽集团( ...
内外需求推升汽车零部件企业中期业绩
Zheng Quan Ri Bao· 2025-08-21 23:21
本报记者 邬霁霞 东方财富Choice数据显示,截至8月21日,汽车零部件行业已有47家上市公司披露2025年半年报,其中 29家公司净利润实现同比增长,占比超六成。新能源汽车需求的持续拉动以及出口业务的稳步增长,成 为推动产业链公司业绩向好的关键因素。 下游需求旺盛 8月21日晚间,浙江万里扬股份有限公司披露2025年半年度报告。上半年公司实现营业收入28.12亿元, 同比增长2.69%;归属于上市公司股东的净利润2.77亿元,同比增长50.24%,实现营收净利双增长。 此外,浙江松原汽车安全系统股份有限公司、神通科技集团股份有限公司(以下简称"神通科技")、浙 江金固股份有限公司(以下简称"金固股份")等20家汽车零部件上市公司,同样在上半年实现了营收、 利润双增长。哈尔滨东安汽车动力股份有限公司、武汉光庭信息技术股份有限公司等企业则在上半年成 功实现扭亏为盈。 中国汽车工业协会数据显示,今年7月份,我国新能源汽车产销分别完成124.3万辆和126.2万辆,同比分 别增长26.3%和27.4%;1月份至7月份,我国新能源汽车产销分别完成823.2万辆和822万辆,同比分别增 长39.2%和38.5%。 出 ...
中国银河:给予创远信科增持评级
Zheng Quan Zhi Xing· 2025-08-21 04:12
Core Viewpoint - Company released its 2025 semi-annual report, showing a revenue of 111 million yuan, a year-on-year increase of 18.44%, and a net profit attributable to shareholders of 6.3153 million yuan, a year-on-year increase of 354.24% [1] Group 1: Business Performance - The company achieved a significant revenue growth of 18.44% in the first half of 2025, driven by its optimized "1+3" development strategy and high R&D investment [1] - The company maintained a high gross margin of 55.67%, an increase of 1.47 percentage points compared to the same period last year, with the electronic testing instruments contributing 97% of the revenue [2] Group 2: R&D and Product Development - R&D investment reached 73.0687 million yuan in the first half of 2025, focusing on market demand and customer orientation to enhance core competitiveness [2] - New products launched during the period include a 44GHz handheld spectrum analyzer and a 41GHz handheld vector signal generator, reflecting continuous product iteration [2] Group 3: Market Opportunities - The information communication market and smart connected vehicles are expected to drive demand for communication testing equipment, with a projected compound annual growth rate of 20.6% for IoT modules from 2021 to 2026 [2] - The smart vehicle market in China is anticipated to reach 282.2 billion yuan by 2025, increasing the demand for automotive electronic testing equipment [2] Group 4: Investment Outlook - The company focuses on self-developed RF communication testing technology and overall solutions, with expected net profits of 16 million, 19 million, and 24 million yuan for 2025-2027, corresponding to P/E ratios of 221, 178, and 145 times [3] - The overall valuation of the machinery equipment industry is around 81 times, indicating that the company's valuation is relatively high, leading to a cautious recommendation [3]
理想i8开启全国交付;吉利汽车回应“厂商擅自更改流量终身免费权益” | 汽车早参
Mei Ri Jing Ji Xin Wen· 2025-08-20 23:03
点评:吉利汽车就部分车主投诉"厂商擅自更改流量终身免费权益"一事进行回应,展现了企业在用户关 怀上的敏感度和应对能力。该事件可能引发智能网联汽车产业链对用户权益算法和信息透明度的反思, 为相关企业提供一次重新审视用户体验的机会。 NO.3 比亚迪芬兰销售服务网络全面升级 每经记者|董天意 实习生 张艺彤 每经实习编辑|余婷婷 | 2025年8月21日 星期四 | NO.1 理想i8开启全国交付 9月冲击1万辆 8月20日,理想汽车官方表示,理想首款纯电六座SUV理想i8,在全国44城同步开启交付。理想汽车此 前表示,到9月底,将保障超过8000辆的理想i8交付到用户手中,同时将与供应链伙伴一起向10000辆的 交付发起挑战。 点评:理想i8的交付,标志着公司在电动领域向多样化和规模化迈出了重要一步。挑战10000辆的目 标,不仅展现了强大的生产能力和市场信心,同时也反映出其日益增强的竞争力。此举将在一定程度上 推动消费者对纯电SUV的需求,进而激活整个电动车板块,为理想汽车的市场定位奠定基础。 NO.2 吉利汽车回应"厂商擅自更改流量终身免费权益" 8月20日,吉利汽车发布声明回应近期部分车主投诉"厂商擅自更 ...
下半年“开门红”:上汽销量七连涨,逆市增长持续抢跑行业
Nan Fang Du Shi Bao· 2025-08-20 04:40
Core Insights - SAIC Motor Corporation reported a total vehicle sales of 338,000 units in July, marking a year-on-year increase of 34.2% and achieving seven consecutive months of sales growth [1][3] - The company ranked 138th on the 2025 Fortune Global 500 list with a revenue of $87.2239 billion for the fiscal year 2024, marking its 21st entry into the list [1] Sales Performance - In the first seven months of the year, SAIC sold a total of 2.39 million vehicles, a year-on-year increase of 15% [3] - The sales of SAIC's self-owned brands reached 214,000 units in July, up 39.4% year-on-year, contributing to 63.5% of total sales [3] - The sales of SAIC's passenger vehicles in July were 60,000 units, a 19.2% increase, while the domestic market saw a significant rise of 152.9% [3] New Energy Vehicles - In July, SAIC sold 117,000 new energy vehicles, representing a year-on-year growth of 64.9%, with a cumulative sales of 764,000 units in the first seven months, up 43.5% [5] - The sales of new energy vehicles from SAIC's various brands, including Zhiji and SAIC-GM, also showed significant growth, with some brands doubling their sales [5] International Market Expansion - SAIC's MG brand achieved nearly 180,000 units in terminal deliveries in Europe in the first seven months, reflecting double-digit growth [6] - The company has established a comprehensive automotive industry chain overseas, integrating R&D, marketing, logistics, and manufacturing, and has products sold in over 170 countries [6] Technological Advancements - SAIC is leading in technological innovations, having achieved mass production of solid-state batteries and advanced vehicle control platforms [8][9] - The company is focusing on integrating its chassis R&D and manufacturing capabilities to develop advanced steer-by-wire technology [9] Strategic Collaborations - SAIC continues to deepen collaborations with partners like Volkswagen and is actively expanding partnerships with leading companies such as Huawei and CATL [11] - The launch of the H5 model in collaboration with Huawei is expected to reshape the market dynamics in the compact hybrid SUV segment [11] Market Positioning - The automotive industry is shifting from price competition to a focus on quality, with SAIC's systematic reforms contributing to its sales growth [13]
贝斯特(300580):主业稳中有升,新业务拓展顺利
Western Securities· 2025-08-18 06:39
Investment Rating - The report maintains a "Buy" rating for the company [4][10] Core Views - The company has shown steady growth in its main business, with a revenue of 716 million yuan in H1 2025, representing a year-on-year increase of 2.73%. The net profit attributable to the parent company reached 148 million yuan, up 3.30% year-on-year [1][4] - Domestic revenue decreased by 3.64% to 439 million yuan, while overseas revenue increased by 14.71% to 278 million yuan [1][4] - The company is expanding its production capacity for new energy vehicle components and is on track to complete its Thailand subsidiary by Q4 2025, enhancing its international competitiveness [2] - The company is strategically diversifying into linear motion components, leveraging its technological advantages in precision machining and production management within the automotive sector [2] Financial Summary - Revenue projections for 2025-2027 are estimated at 1.649 billion yuan, 2.020 billion yuan, and 2.374 billion yuan, respectively, with corresponding net profits of 351 million yuan, 419 million yuan, and 502 million yuan [2][3] - The company’s gross profit margin is expected to improve from 34.5% in 2023 to 36.2% in 2027, indicating enhanced profitability [9] - Earnings per share (EPS) is projected to grow from 0.53 yuan in 2023 to 1.00 yuan in 2027, reflecting a positive growth trajectory [3][9]
360集团与常州市钟楼区共建智能网联发展基地
Zhong Zheng Wang· 2025-08-18 01:41
Group 1 - 360 Group signed a cooperation agreement with the government of Changzhou's Zhonglou District to collaborate in areas such as intelligent connected vehicle safety, artificial intelligence industry, and low-altitude economy [1] - The agreement includes the establishment of a vehicle networking safety business headquarters in Zhonglou District and the co-construction of a national vehicle networking safety testing center, an AI marketing and safety operation center, and a low-altitude safety supervision and service center [1] - The partnership aims to enhance Changzhou's industrial upgrade and innovation development in the fields of intelligent connected vehicles and artificial intelligence [1] Group 2 - The collaboration represents a deep integration of corporate technological advantages with local industrial foundations, promoting the upgrade of Changzhou's intelligent connected vehicle industry [2] - The project is expected to set a precedent for safety and innovation collaboration in the high-quality development of the digital economy in the Yangtze River Delta region [2]