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乘用车板块9月25日涨0.6%,赛力斯领涨,主力资金净流入15.25亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-25 08:37
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601127 | 赛力斯 | 148.65 | 3.70% | 62.43万 | 91.41亿 | | 002594 | 比亚迪 | 107.50 | 1.69% | 69.35万 | 74.22 亿 | | 601238 | 广汽集团 | 7.62 | 0.26% | 26.53万 | 2.01亿 | | 601633 | 长城汽车 | 24.40 | -0.41% | 14.45万 | 3.53亿 | | 000572 | 出於印與 | 5.52 | -0.54% | 95.89万 | 5.37亿 | | 000625 | 长安汽车 | 12.08 | -0.74% | 62.25万 | 7.53亿 | | 600733 | 北汽蓝谷 | 7.84 | -1.01% | 98.70万 | 7.77 亿 | | 600104 | ┣汽集团 | 17.16 | -2.83% | 112.66万 | 19.50亿 | 证券之星消息,9月25日乘用车板 ...
中汽协:8月中国品牌乘用车共销售176.6万辆 环比增长10.1%
Zhi Tong Cai Jing· 2025-09-25 07:28
2025年1-8月,中国品牌乘用车共销售1264.2万辆,同比增长23.8%,占乘用车销售总量的68.8%,销量 占有率比上年同期提升5.6个百分点。 (原标题:中汽协:8月中国品牌乘用车共销售176.6万辆 环比增长10.1%) 智通财经APP获悉,据中国汽车工业协会统计分析,2025年8月,中国品牌乘用车共销售176.6万辆,环 比增长10.1%,同比增长21%,占乘用车销售总量的69.5%,销量占有率比上年同期提升2.6个百分点。 ...
奇瑞汽车IPO廿一年终登陆港交所,IDG资本智慧出行投资版图再迎上市新企
IPO早知道· 2025-09-25 03:06
IDG资本在汽车产业、尤其是智慧出行领域长期深耕。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息,奇 瑞 汽车股份 有限公司 (以下简称 "奇 瑞 汽车 ")于2025年9月25日正式 以" 9973 "为股票代码在港交所主板挂牌上市。 奇 瑞 汽车在本次 IPO中总计发行 297,397,000股H股 ,募资总额为 91.45亿港元, 有望成为 2025年 港股 最大车企 IPO ,截至发稿市值近2000亿港元。 根据弗若斯特沙利文的资料,以 2024年全球乘用车销量计算,成立于1997年的奇瑞现已成为中国 第二大自主品牌乘用车公司和全球第十一大乘用车公司。 值得注意的是, 2024年奇瑞是全球前二十大乘用车公司中唯一一家新能源汽车销量、燃油车销量、 中国市场销量及海外市场销量较2023年均增长超过25.0%的乘用车公司。其中,2024年奇瑞乘用 车销量同比增速位居全球前二十大乘用车公司之首。 其中, 奇瑞早在 2001年就出口了第一辆汽车,乘用车现已销往100多个国家和地区,全球累计销 量超过1,300万辆。根据弗若斯特沙利文的资料,自20 ...
奇瑞汽车:以“资本全球化”为桥,引领全球智能出行生态变革
Zhi Tong Cai Jing· 2025-09-25 02:28
Core Viewpoint - Chery Automobile's listing on the Hong Kong Stock Exchange marks a significant milestone in China's automotive industry, transitioning from a "big automotive country" to a "strong automotive country" and leading the global smart mobility transformation [1][10]. Group 1: Company Overview - Chery Automobile, founded in 1997 in Wuhu, Anhui, has evolved from relying on foreign technology to establishing a strong foundation in independent research and development and global expansion [2]. - The company has built a global sales network covering over 100 countries and regions, with cumulative global sales exceeding 13 million vehicles [3]. Group 2: Financial Performance - Chery's revenue for 2022, 2023, and 2024 reached 92.618 billion, 163.205 billion, and 269.897 billion RMB respectively, with a compound annual growth rate (CAGR) of 70.7% [4]. - The net profit for the same years was 5.806 billion, 10.444 billion, and 14.334 billion RMB, with a CAGR of 57.1% [4]. Group 3: Globalization and Market Position - Chery has become the only company among the top twenty global passenger car manufacturers to achieve over 25% year-on-year growth in sales across electric vehicles, fuel vehicles, domestic, and overseas markets in 2024 [3]. - The company has transitioned from "product export" to "localized operations," establishing production facilities in Brazil and collaborating with EVMOTORS in Spain to enhance market responsiveness [3]. Group 4: Research and Development - Chery's R&D expenditure increased from 3.646 billion RMB in 2022 to 9.243 billion RMB in 2024, with a CAGR of 59.2% [6]. - The company has developed four core technology systems to support its global operations, including Kunpeng Power and Mars Architecture, and has over 14,000 R&D personnel [6]. Group 5: Product Strategy and Market Segmentation - Chery's product matrix includes five brands: Chery, Jetour, Exeed, iCAR, and Zhijie, catering to various market segments from mass-market to luxury [6][8]. - The Chery brand, with models like the Tiggo 8, leads in sales among Chinese brands in the global fuel vehicle market, while the Exeed brand ranks first in exports among high-end Chinese brands [8]. Group 6: Future Outlook - Chery plans to enhance its autonomous driving technology and smart cockpit systems, aiming to transition from a traditional automotive manufacturer to a provider of smart mobility solutions [9][10]. - The listing on the Hong Kong Stock Exchange is expected to facilitate Chery's access to global capital, driving innovation and collaboration within the Chinese automotive supply chain [10].
乘用车企拐点将至,关注汽零强势赛道&客户 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-09-25 01:55
华龙证券近日发布汽车行业2025年半年报综述:2025年初至8月,申万汽车板块涨跌幅 +22.10%,跑赢沪深300指数7.83pct。商用车及汽车零部件板块取得超额收益。其中商用车 主要系客车以及重卡销量同比表现转好,带动板块估值修复;基于汽车与人形机器人零部件 的相似性和协同性,汽车零部件板块多家公司布局人形机器人业务,板块走势受到人形机器 人产业进展影响。 以下为研究报告摘要: 摘要: 业绩分化明显,关注强势客户&赛道。行业方面,2025Q2汽车零部件板块实现营收 3572.9亿元,同比+7.6%;2025Q2汽车零部件板块实现扣非归母净利润198.4亿元,同比 +7.2%,增速略低于营收端,主要系毛利率受年降影响以及研发费用率在终端新品开发节奏 加快的影响下维持高位。个股方面,价格战&年降影响下业绩压力较大,优势赛道&高增长 客户成为盈利能力提升关键。我们重点关注的汽零公司2025Q2多数实现业绩同比增长,我 们认为主要原因有四:一是部分汽零公司布局优势赛道,如智驾域控龙头德赛西威;二是在 下游高增长客户拉动下规模效应释放,如配套小米汽车等整车厂的无锡振华;三是汽车零部 件公司提升效率,如均胜电子、银 ...
新股首日 | 奇瑞汽车(09973)首挂上市 早盘高开11.22% 奇瑞为中国第二大自主品牌乘用车公司
Zhi Tong Cai Jing· 2025-09-25 01:36
智通财经APP获悉,奇瑞汽车(09973)首挂上市,公告显示,每股定价30.75港元,共发行2.97亿股股份, 每手100股,所得款项净额约88.79亿港元。截至发稿,涨11.22%,报34.2港元,成交额6.78亿港元。 公开资料显示,自1997年成立以来,奇瑞始终坚持引领行业创新和深耕国际市场,为全球用户提供高品 质的乘用车。根据弗若斯特沙利文的资料,以2024年的全球乘用车销量计算,奇瑞是中国第二大自主品 牌乘用车公司和全球第十一大乘用车公司。值得注意的是,奇瑞汽车是2024年全球排名前二十的乘用车 公司中,唯一实现新能源汽车、燃油车、国内销量、海外销量四项指标同比增幅均超25%的企业。 根据弗若斯特沙利文资料,自2003年以来,奇瑞汽车连续22年位居中国自主品牌乘用车公司乘用车出口 量第一。此外,该公司在多个主要乘用车市场的销量中名列前茅。例如,截至2024年9月30日止九个 月,分别在欧洲、南美和中东及北非地区销量位列中国自主品牌乘用车公司第一,以及在北美及亚洲 (中国除外)销量位列中国自主品牌乘用车公司第二。 ...
奇瑞汽车首挂上市 早盘高开11.22% 奇瑞为中国第二大自主品牌乘用车公司
Zhi Tong Cai Jing· 2025-09-25 01:30
Core Viewpoint - Chery Automobile (09973) has successfully listed, pricing each share at HKD 30.75, with a total issuance of 297 million shares, resulting in a net amount of approximately HKD 8.879 billion. The stock has seen an increase of 11.22%, trading at HKD 34.2 with a transaction volume of HKD 678 million [1] Group 1: Company Performance - Since its establishment in 1997, Chery has focused on industry innovation and international market penetration, providing high-quality passenger vehicles to global users [1] - According to Frost & Sullivan, Chery ranks as the second largest domestic brand passenger vehicle company in China and the eleventh largest globally based on projected 2024 passenger vehicle sales [1] - Chery is the only company among the top twenty global passenger vehicle manufacturers in 2024 to achieve over 25% year-on-year growth in four key metrics: new energy vehicles, fuel vehicles, domestic sales, and overseas sales [1] Group 2: Export and Market Position - Chery has maintained the top position in passenger vehicle exports among Chinese domestic brands for 22 consecutive years since 2003 [1] - The company ranks first among Chinese domestic brands in passenger vehicle sales in Europe, South America, and the Middle East and North Africa as of the nine months ending September 30, 2024, and second in North America and Asia (excluding China) [1]
乘联分会:今年9月1日—21日全国乘用车新能源市场零售69.7万辆
Bei Jing Shang Bao· 2025-09-24 09:41
北京商报讯(记者刘晓梦)9月24日,中国汽车流通协会乘用车市场信息联席分会发布的数据显示,今年9 月1日—21日,全国乘用车新能源市场零售69.7万辆,同比增长10%。 ...
乘联分会:今年9月1日—21日全国乘用车市场零售119.1万辆
Bei Jing Shang Bao· 2025-09-24 09:41
北京商报讯(记者刘晓梦)9月24日,中国汽车流通协会乘用车市场信息联席分会发布的数据显示,今年9 月1日—21日,全国乘用车市场零售119.1万辆,同比增长1%。 ...
乘联分会:9月1-21日全国乘用车市场零售119.1万辆 同比去年同期增长1%
智通财经网· 2025-09-24 08:40
Group 1 - The core viewpoint of the article highlights the performance of the passenger car market in China, indicating a stable retail trend in September 2025 compared to previous years, with a slight year-on-year growth [1][5] - From September 1 to 21, 2025, the national retail sales of passenger cars reached 1.191 million units, a year-on-year increase of 1% and an 8% increase compared to the previous month [1][5] - The cumulative retail sales for the year reached 15.955 million units, reflecting a 9% year-on-year growth [1][5] Group 2 - The retail sales of new energy vehicles from September 1 to 21, 2025, amounted to 697,000 units, marking a 10% year-on-year increase and an 11% increase from the previous month [1][5] - The penetration rate of new energy vehicles in the passenger car market reached 58.5%, with cumulative retail sales for the year at 8.267 million units, a 24% year-on-year increase [1][5] - The article notes that the market is entering the traditional peak season of "Golden September and Silver October," with various local subsidies encouraging consumer purchases [5] Group 3 - The wholesale performance of passenger cars from September 1 to 21, 2025, showed 1.307 million units sold, a 0% year-on-year change and a 16% increase from the previous month [9] - Cumulative wholesale sales for the year reached 19.349 million units, reflecting a 12% year-on-year growth [9] - The article discusses the cautious approach of manufacturers in increasing domestic sales while maintaining price stability and reducing dealer inventory pressure [9]