消息面上，长城汽车公布，7月车销量10.4万辆，同比增长14.3%；1-7月，累计销量67.4万辆，同比增长 3.6%。公司出口销量稳健增长，7月，公司海外批发销量为4.1万辆，同比增长4.9%，环比增长2.5%；1- 7月海外销量为23.9万辆，同比下降17.5%。 智通财经APP获悉，长城汽车(02333)再涨近6%，截至发稿，涨4.11%，报14.68港元，成交额4.09亿港 元。 国证国际认为，8月长城的巴西工厂即将投产，初期产能5万辆，夯实本地化供应基础，加速拉美市场渗 透，有助于海外销量提升。开源证券也指出，巴西工厂计划于8月SOP，进一步辐射拉美。该行认为， 长城汽车伴随巴西本地化推进，出海销量有望稳步提升。 ...

Core Insights - Chery Automobile reported that its sales in the European market exceeded 30,000 vehicles in the first half of the year, representing a nearly 11-fold year-on-year increase [2] - In 2024, Chery will launch the Omoda and Jaecoo brands in seven European markets, with its high-end brand Exlantix debuting in select Nordic countries [2] - The Jetour brand is set to enter the European market in the third quarter of this year, with more new brands and models planned to cater to diverse consumer needs [2] Strategic Developments - Chery has partnered with EVMotors, a traditional car manufacturer in Barcelona, Spain, to establish a joint venture factory, addressing EU tariffs on Chinese electric vehicles and creating numerous job opportunities [2] - The factory is expected to have an annual production capacity of 200,000 vehicles, with plans to increase the proportion of locally produced components to over 50% [2] Recognition and Growth - Chery Automobile ranked 233rd in the 2025 Fortune Global 500 list, climbing 152 positions from the previous year, marking the fastest rise among automotive companies in the ranking [2]

Core Viewpoint - Geely is set to launch its brand in the UK with the electric SUV EX5, marking a significant step in its expansion into European markets, where it has previously established a presence through brands like Volvo and Polestar [4]. Group 1 - Geely's announcement to introduce its brand in the UK is part of a broader strategy to enhance its visibility in Europe, where it has been operating through various subsidiaries for years [4]. - The EX5 electric SUV will be the first model launched under the Geely brand in the UK, indicating a focus on electric vehicles in its product lineup [4]. - Despite Geely's established presence in Europe through other brands, the Geely brand itself remains relatively unknown to European consumers, highlighting a challenge in brand recognition [4].