新能源汽车9月产量为109,383辆，同比增长87.15%；本年累计产量为690,927辆，同比增长62.32%。9月销量为103,582辆，同比增长87.03%；本年累计销量为 724,249辆，同比增长59.72%。 长安汽车在公告中指出，上述产销量数据包含下属合营企业、联营企业，为快报数，具体数据以定期报告为准。此外，上述销量累计全口径对应的汇总收入 约为1,997亿元。 | 产品类别 | | | 产量(辆) | | | | | | 销量(辆) | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 累计 | 同比 变动 | 本月 | 去年同期 | 同比变动 | 本年累计 | 去年同期 累计 | | 长安汽车 | 279,717 | 214,340 | 30.50% | 1,898,279 | 1,770,167 | 7.24% | 266,315 | 213,180 | 24.92% | 2,066,075 | 1.904.979 ...

（文章来源：证券时报） ...

Core Insights - In the first eight months of this year, China's automobile production and sales reached 21.05 million and 21.12 million units, respectively, representing year-on-year growth of 12.7% and 12.6% [2] - New energy vehicles (NEVs) accounted for significant growth, with production and sales reaching 9.625 million and 9.62 million units, showing year-on-year increases of 37.3% and 36.7%, and NEV sales constituted 45.5% of total new car sales [2] - Automobile exports totaled 4.292 million units, marking a year-on-year increase of 13.7%, while NEV exports surged to 1.532 million units, reflecting an impressive growth of 87.3% [2] - The China Automobile Industry Association indicated that supportive policies, such as personal consumption loan subsidies, and high enthusiasm for new model launches by companies contributed to the stable overall operation of the automotive industry [2]

此外，在出口方面，1-8月汽车出口429.2万辆，同比增长13.7%。 新京报贝壳财经讯(记者王琳琳)9月11日，中国汽车工业协会(简称"中汽协")发布的数据显示，8月汽车 产销分别完成281.5万辆和285.7万辆，环比分别增长8.7%和10.1%，同比分别增长13.0%和16.4%。1-8 月，汽车产销累计完成2105.1万辆和2112.8万辆，同比分别增长12.7%和12.6%。值得一提的是，这是中 国汽车市场1-8月的汽车产销量首次超过2000万辆。 从乘用车市场表现来看，1-8月，乘用车产销累计完成1833.8万辆和1838.4万辆，同比分别增长13.6%和 13.8%。其中，在乘用车主要品种中，与上年同期相比，轿车、SUV、MPV和交叉式乘用车四大类乘用 车品种产销均呈不同程度增长。 ...

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core Views of the Report - The domestic Shanghai rubber futures contract 2601 is expected to maintain a slightly bullish and volatile trend, driven by better-than-expected domestic automobile production and sales data and year-on-year growth in heavy truck sales [4]. - The domestic methanol futures contract 2601 is expected to maintain a stable and volatile trend, supported by the sharp rise in domestic coal futures prices, despite the weak supply - demand fundamentals of methanol [4]. - The domestic and international crude oil futures prices are expected to maintain a stable and volatile trend, as China and the United States have suspended the implementation of a 24% tariff for 90 days [5]. 3. Summary by Related Catalogs 3.1 Industry Dynamics Rubber - As of August 10, 2025, the total inventory of natural rubber in Qingdao's bonded and general trade areas was 61.99 million tons, a decrease of 1.19 million tons (1.89%) from the previous period. The inventory in the bonded area decreased by 0.24%, and the general trade inventory decreased by 2.11%. The entry rate of bonded warehouses decreased by 0.81 percentage points, and the exit rate decreased by 0.93 percentage points. The entry rate of general trade warehouses decreased by 0.38 percentage points, and the exit rate increased by 0.25 percentage points [8]. - As of August 7, 2025, the capacity utilization rate of China's semi - steel tire sample enterprises was 69.71%, a slight week - on - week decline of 0.27 percentage points and a significant year - on - year decline of 9.39 percentage points. The capacity utilization rate of China's full - steel tire sample enterprises was 60.06%, a slight week - on - week increase of 0.80 percentage points and a significant year - on - year increase of 7.76 percentage points [8]. - In July 2025, China's automobile production and sales were 2.591 million and 2.593 million vehicles respectively, a month - on - month decrease of 7.3% and 10.7%, and a year - on - year increase of 13.3% and 14.7%. From January to July 2025, China's automobile production and sales were 18.235 million and 18.269 million vehicles respectively, a year - on - year increase of 12.7% and 12%. The growth rates of production and sales were 0.2 and 0.6 percentage points higher than those from January to June [9]. - In July 2025, China's automobile exports were 575,000 vehicles, a year - on - year increase of 22.6%. From January to July 2025, China's automobile exports were 3.68 million vehicles, a year - on - year increase of 12.8% [9]. - In July 2025, the sales volume of China's heavy - truck market was about 83,000 vehicles, a month - on - month decrease of 15% and a year - on - year increase of about 42% compared with 58,300 vehicles in the same period last year. From January to July, the cumulative sales volume of China's heavy - truck market was about 622,000 vehicles, a year - on - year increase of about 11% [9]. Methanol - As of the week of August 8, 2025, the average domestic methanol operating rate was 80.35%, a slight week - on - week decline of 1.57%, a slight month - on - month decline of 4.85%, and a slight year - on - year increase of 3.09%. The average weekly methanol production in China reached 1.8453 million tons, a significant week - on - week decline of 84,900 tons, a significant month - on - month decline of 141,800 tons, and a significant increase of 111,600 tons compared with 1.7337 million tons in the same period last year [10]. - As of the week of August 8, 2025, the domestic formaldehyde operating rate was 28.66%, a slight week - on - week increase of 0.11%. The dimethyl ether operating rate was 6.27%, a slight week - on - week increase of 0.55%. The acetic acid operating rate was 86.45%, a slight week - on - week decrease of 2.34%. The MTBE operating rate was 53.91%, a slight week - on - week decrease of 0.93% [10]. - As of the week of August 8, 2025, the average operating load of domestic coal (methanol) to olefin plants was 76.70%, a slight week - on - week increase of 0.98 percentage points and a slight month - on - month decrease of 1.69 percentage points. As of August 8, 2025, the futures market profit of domestic methanol to olefin was - 99 yuan/ton, a slight week - on - week decline of 18 yuan/ton and a slight month - on - month decline of 25 yuan/ton [10]. - As of the week of August 8, 2025, the methanol inventory in ports in East and South China was 803,300 tons, a significant week - on - week increase of 153,000 tons, a significant month - on - month increase of 235,700 tons, and a slight year - on - year increase of 26,300 tons. As of the week of August 7, 2025, the total inland methanol inventory in China was 293,800 tons, a slight week - on - week decrease of 30,900 tons, a significant month - on - month decrease of 63,100 tons, and a significant year - on - year decrease of 142,100 tons compared with 435,900 tons in the same period last year [11]. Crude Oil - As of the week of August 1, 2025, the number of active oil drilling rigs in the United States was 410, a slight week - on - week decrease of 5 and a decrease of 72 compared with the same period last year. The average daily crude oil production in the United States was 13.284 million barrels, a slight week - on - week decrease of 30,000 barrels per day and a significant year - on - year decrease of 116,000 barrels per day [11]. - As of the week of August 1, 2025, the commercial crude oil inventory in the United States (excluding strategic petroleum reserves) was 424 million barrels, a significant week - on - week decrease of 3.029 million barrels and a significant year - on - year decrease of 5.659 million barrels. The crude oil inventory in Cushing, Oklahoma, was 23.006 million barrels, a slight week - on - week increase of 453,000 barrels. The strategic petroleum reserve (SPR) inventory was 403 million barrels, a slight week - on - week increase of 235,000 barrels [12]. - The US refinery operating rate was maintained at 96.9%, a slight week - on - week increase of 1.5 percentage points, a slight month - on - month increase of 2.2 percentage points, and a significant year - on - year increase of 6.4 percentage points [12]. - As of August 5, 2025, the average non - commercial net long position of WTI crude oil was 141,829 contracts, a significant week - on - week decrease of 14,194 contracts and a significant decrease of 41,341 contracts (a decline of 22.57%) compared with the July average of 183,170 contracts. As of August 5, 2025, the average net long position of Brent crude oil futures funds was 230,414 contracts, a significant week - on - week decrease of 19,559 contracts and a significant increase of 10,338 contracts (an increase of 4.70%) compared with the July average of 220,076 contracts [12]. 3.2 Spot Price Table | Variety | Spot Price | Change from Previous Day | Futures Main Contract | Change from Previous Day | Basis | Change | | --- | --- | --- | --- | --- | --- | --- | | Shanghai Rubber | 14,750 yuan/ton | +250 yuan/ton | 15,860 yuan/ton | +105 yuan/ton | - 1,110 yuan/ton | - 55 yuan/ton | | Methanol | 2,412 yuan/ton | +2 yuan/ton | 2,496 yuan/ton | +11 yuan/ton | - 84 yuan/ton | - 11 yuan/ton | | Crude Oil | 460.6 yuan/barrel | +0.1 yuan/barrel | 494.2 yuan/barrel | +4.8 yuan/barrel | - 33.6 yuan/barrel | - 4.7 yuan/barrel | [13] 3.3 Related Charts - The report provides various charts related to rubber, methanol, and crude oil, including basis, inventory, capacity utilization rate, and net position changes [14][27][40]

证券代码：601633 证券简称：长城汽车 公告编号：2025-102 转债代码：113049 转债简称：长汽转债 长城汽车股份有限公司 2025 年 7 月产销快报 | 车型 | | | 销量 | | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | | | 年度同比 | | | 月度同比 | | | 年度同比 | | | | | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | | 哈弗品牌 | 56,221 | 52,944 | 6.19 | 377,648 | 352,682 | 7.08 | 51,663 | 49,179 | 5.05 | 369,079 | 357,282 | 3.30 | | WEY品牌 | 10,045 | 2,765 | 263.29 | 44,539 | 22,632 | 96.80 | ...

香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示，概 不 對 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 長 城 汽 車 股 份 有 限 公 司 GREAT WALL MOTOR COMPANY LIMITED （於 中 華 人 民 共 和 國 註 冊 成 立 的 股 份 有 限 公 司 ） 股 份 代 號 ： 02 33 3（ 港 幣 櫃 台 ） 及 823 33（ 人 民 幣 櫃 台 ） 自願公告 務請注意，上述產銷量數字未經審核，亦未經本公司審計師確認，或會予以調整並有待最終確認。本公司刊發財務業績後，股東及潛在投資者務必詳閱。 本公告乃承本公司董事會之命而刊發，各董事願對本公告所載資料之準確性承擔法律責任。 承董事會 命 長 城 汽 車 股 份 有 限 公 司 2025年7月產銷快報 本公告乃由長城汽車股份有限公司（ ...

本公司董事会谨此宣布，本公司于2025年5月产销量详细如下(单位:台)： | 车型 | | | 销量 | | | | | | 产量 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 月度同比 | | | 年度同比 | | | | 月度同比 | | 年度同比 | | | | | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | 本月 | 去年同期 | 增减(%) | 本年累计 | 去年同期 | 增减(%) | | 哈弗品牌 | 57,693 | 47,066 | 22.58 | 259,031 | 252,009 | 2.79 | 56,298 | 52,966 | 6.29 | 260,094 | 255,931 | 1.63 | | WEY品牌 | 6,161 | 2,862 | 115.27 | 24,297 | 16,928 | 43.53 | 6,919 | 3,654 | 89.35 | 25,187 | 18,234 | 38.13 ...

Report Summary 1. Hot News - The US will modify the ad - valorem tariffs on Chinese goods in Executive Order 14257 of April 2, 2025. 24% of the tariffs will be suspended for the initial 90 days, and the remaining 10% will be retained. The additional tariffs under Executive Orders 14259 of April 8, 2025, and 14266 of April 9, 2025, will be cancelled [2]. - From January to April this year, China's automobile production and sales exceeded 10 million for the first time in history, reaching 10.175 million and 10.06 million respectively, with year - on - year increases of 12.9% and 10.8% [2]. - The recent Sino - US economic and trade talks achieved substantial progress. The US cancelled 91% of the additional tariffs, and China cancelled 91% of the counter - tariffs. The US suspended the implementation of 24% of the "reciprocal tariffs", and China also suspended the implementation of 24% of the counter - tariffs [2]. - One month ago, the probability that the Fed would keep interest rates stable in the first half of this year was only one - fifth in the futures market. Now, the probability that there will be no interest rate cut before the end of June is about 90% [3]. 2. Key Commodities to Watch - Key commodities to watch include crude oil, fuel oil, glass, coking coal, and iron ore [4]. 3. Sector Performance - Non - metallic building materials had a 2.64% increase, precious metals 30.70%, oilseeds and fats 11.60%, soft commodities 2.71%, non - ferrous metals 19.44%, coal, coke, steel, and minerals 13.06%, energy 2.57%, chemicals 12.81%, grains 1.76%, and agricultural and sideline products 2.71% [7]. 4. Asset Performance - **Equity**: The Shanghai Composite Index had a daily increase of 0.82%, a monthly increase of 2.75%, and a year - to - date increase of 0.52%. Other indices such as the Nikkei 225, UK FTSE 100, and various domestic and international indices also had their respective performance data [8][9][10]. - **Fixed - income**: 10 - year, 5 - year, and 2 - year treasury bond futures all had negative performance in terms of daily, monthly, and year - to - date changes [9]. - **Commodities**: The CRB commodity index, WTI crude oil, London spot gold, LME copper, and other commodities had different performance in daily, monthly, and year - to - date terms [9]. - **Other**: The US dollar index and CBOE volatility index also had their respective performance data [9]. 5. Stock Market Risk Preference - Data on the risk premium of the Wande All - A (excluding finance and petroleum and petrochemicals), Shanghai 50, CSI 300, and CSI 500 were presented [16][17].

海 外 監 管 公 告 此海外監管公告是根據香港聯合交易所有限公司證券上市規則第13.10B條發出。以下為 長城汽車股份有限公司於上海證券交易所網站（www.sse.com.cn）所刊發之「長城汽車 股份有限公司2025年3月產銷快報」。 承董事會命 長城汽車股份有限公司 聯席公司秘書 李紅栓 中國河北省保定市，2025 4 月1 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負 責 ，對其準確性或完整性亦不發表 任何聲明 ，並明確表示 ，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔 任 何責任。 於本公告日期 ，董事會成員如下： 長 城 汽 車 股 份 有 限 公 司 GREAT WALL MOTOR COMPANY LIMITED * （ 於中華人民共和國註冊成立的股份有限公司 ） 股份代號 ：02333（港幣櫃台）及 82333（人民幣櫃台） * 僅供識別 執行董事：魏建軍先生 、趙國慶先生及李紅栓女士。 非執行董事：何平先生。 獨立非執行董事：樂英女士、范輝先生及鄒兆麟先生。 长城汽车股份有限公司 2025 年 3 月产销快报 本公司董事会及全体董事保 ...