上市企业：比亚迪（002594）,长城汽车（601633）,上汽集团（600104）,广汽集团（601238）,一汽解放 （000800）,东风汽车（600006）,赛力斯（601127） 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国汽车制造业市场全景调查及投资前景分析报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 根据国家统计局数据显示：2025年7月中国汽车产量为251万辆，同比增长8.4%；2025年1-7月中国汽车 累计产量为1807.5万辆，累计增长10.5%。 2020-2025年1-7月中国汽车产量统计图 ...

新华财经莫斯科8月13日电（记者包诺敏）俄罗斯汽车分析机构Autostat总经理谢尔盖·谢利科夫披露， 今年前七月，俄罗斯国内乘用车产量44.17万辆，同比下降2%。 （文章来源：新华财经） 数据显示，这一时期，俄罗斯伏尔加汽车公司的产量占总产量的 46.5%。在俄传统汽车制造商中，乌里 扬诺夫斯克汽车厂同期乘用车产量占市场份额的 1.3%，加上莫斯科人汽车品牌 2.1%的占比，俄本土汽 车生产合计占据市场近半份额，达49.9%。 另据统计，1-7月，中国乘用车在俄罗斯的产量占其总产量的43.7%。其中，哈弗和奇瑞分别以16.3%和 13.3%的占比领先。 ...

Core Insights - Brazil's automotive manufacturers association (Anfavea) has revised its 2025 vehicle sales growth forecast down from 6.3% to 5.0%, equating to 2.765 million units, while maintaining an 8.4% production growth forecast, targeting 2.749 million units [1] - The decline in sales expectations is attributed to rising interest rates leading to decreased market demand, particularly in the truck segment [1] - From January to July this year, Brazil's automotive production increased by 6.1% year-on-year, reaching 1.46 million units [1] - Driven by demand from the Argentine market, Brazil's automotive exports reached 312,100 units from January to July, marking a significant year-on-year increase of 52.7% [1]

Core Insights - Adient reported revenue of $3.74 billion for the quarter ended June 2025, reflecting a year-over-year increase of 0.7% and a surprise of +5.08% over the Zacks Consensus Estimate of $3.56 billion [1] - The company's EPS for the quarter was $0.45, compared to $0.32 in the same quarter last year, although it fell short of the consensus estimate of $0.47, resulting in an EPS surprise of -4.26% [1] Company Performance Metrics - Adient's stock has returned -0.2% over the past month, while the Zacks S&P 500 composite has increased by +0.5%, indicating underperformance relative to the broader market [3] - The company holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3] Light Vehicle Production Insights - Global light vehicle production reached 22.6 million, exceeding the two-analyst average estimate of 21.97 million [4] - North American light vehicle production was 4 million, surpassing the average estimate of 3.81 million [4] - Light vehicle production in Asia (excluding China) was 5.9 million, above the average estimate of 5.6 million [4] - EMEA light vehicle production was reported at 4.4 million, slightly above the average estimate of 4.35 million [4] - In China, light vehicle production was 7.6 million, exceeding the average estimate of 7.47 million [4] - South American light vehicle production was 0.7 million, slightly below the average estimate of 0.75 million [4] Net Sales Performance - Net sales in the Americas were $1.76 billion, exceeding the average estimate of $1.59 billion, with a year-over-year change of +1.3% [4] - Net sales from eliminations were reported at -$8 million, significantly better than the average estimate of -$25.92 million, representing a year-over-year change of -61.9% [4] - Net sales in Asia were $721 million, slightly below the average estimate of $739.34 million, with a year-over-year change of +1.3% [4] - EMEA net sales were $1.27 billion, above the average estimate of $1.22 billion, but showed a year-over-year decline of -1.6% [4]

Core Insights - Tesla's Q2 production reached 410,244 vehicles, exceeding market expectations of 400,083 vehicles [1] Group 1 - The production figure of 410,244 vehicles represents a strong performance for Tesla in the second quarter [1]