8月18日，记者从省汽车工业协会获悉：1月至7月，陕西汽车产量108.3万辆，较2024年提前1个月 突破百万辆，同比增长22.1%，高于全国11.6个百分点，产值同比增长21.2%。全省新能源汽车产量74.3 万辆，同比增长25.5%，占全省汽车总产量的68.6%。 前7月，陕西汽车制造领域重点企业生产经营表现良好。西安比亚迪汽车产量68.9万辆，同比增长 29.9%；整车产值895亿元，同比增长32.8%；零部件产值116亿元，同比增长32.7%。 陕汽控股集团汽车产量10.2万辆，同比增长4.0%；整车产值366亿元，同比增长6.7%。 西安吉利汽车产量18.9万辆，同比增长21.9%；整车产值185亿元，同比增长17.4%；零部件产值 28.5亿元。 宝鸡吉利汽车产量10.4万辆，同比持平。 陕西以靠前服务稳住汽车增长基本盘，持续开展周监测、月分析，专人专盯抓好服务，对接了解企 业生产情况，助企协调汽车政策资金清欠事宜，继续解决融资、环保、安全等问题，全力纾困解难。 我省相关部门推动项目加快落地投产，完善汽车"四个一批"项目库，持续跟进产业转移等承接项目 进展，助力前期谋划项目"早落实"、储备签约项目 ...

Group 1 - The core viewpoint indicates that the passenger car industry is expected to show a "stable volume and slow price" trend in 2025, with terminal sales growth forecasted between 5% and 10% year-on-year [1] - In the second week of August, 383,000 passenger cars were insured, and strong performance is anticipated for H2 2025 sales [1] - The industry inventory is at a reasonable level, with the share of Chinese brands continuing to rise due to the boost from new energy vehicles [1] Group 2 - The heavy truck market saw wholesale, terminal, and export figures increase by 37.1%, 47.0%, and 20.3% year-on-year in June, respectively, with domestic sales expected to have an elasticity range of 12% to 40% in 2025 [1] - The inventory remains healthy, and logistics demand is recovering [1] - The automotive ETF (516110) tracks the 800 automotive index (H30015), which selects listed companies involved in vehicle manufacturing, parts supply, and related services to reflect the overall performance of the automotive industry [1] Group 3 - The 800 automotive index focuses on the entire automotive industry chain, with constituent stocks covering core areas of the industry, providing a high degree of industry concentration and representativeness [1] - Investors without stock accounts can consider the Guotai Zhongzheng 800 Automotive and Parts ETF Initiated Link A (012973) and Link C (012974) [1]

Core Viewpoint - Bojun Technology (300926.SZ) has successfully listed its stock through a simplified procedure, raising nearly 300 million yuan to enhance its production capacity and technological advantages in the automotive precision parts sector [1][2]. Group 1: Fundraising and Project Details - The company issued 14,684,287 shares at a price of 20.43 yuan per share, with the total fundraising amount close to 300 million yuan [1][2]. - Approximately 80% of the raised funds, amounting to 240 million yuan, will be allocated to the Guangdong Bojun automotive parts production project, which has a total investment of 400 million yuan and a construction period of two years [2][3]. - The project aims to introduce advanced intelligent and automated production equipment to expand the production capacity and enhance the design and R&D capabilities of automotive parts [2]. Group 2: Financial Performance - Since 2018, the company has consistently achieved double growth in revenue and net profit, with Q1 2025 revenue reaching 1.1 billion yuan, a year-on-year increase of 37.78%, and net profit of 149 million yuan, up 47.98% [1][7]. - For the year 2024, the company reported revenue of 4.227 billion yuan, a 62.55% increase, and a net profit of 613 million yuan, reflecting a 98.74% growth [6][7]. - As of Q1 2025, the total assets of the company reached 6.992 billion yuan, a year-on-year increase of 36.62% [8]. Group 3: R&D and Innovation - The company has significantly increased its R&D investment, with total R&D expenses from 2020 to 2024 amounting to 354 million yuan, reflecting a commitment to technological innovation [5][7]. - Bojun Technology holds 5 registered trademarks, 17 invention patents, and 77 utility model patents, indicating its strong focus on R&D and innovation [7]. Group 4: Client Base and Market Position - The company has established a strong client base, including major automotive parts suppliers and manufacturers such as Thyssenkrupp, Magna, BYD, and Changan Ford [1]. - The production project is strategically located in Zhaoqing, which is part of a region with significant automotive industry presence, including companies like Xpeng Motors and BYD [2].