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机器人板块走强,机器人ETF易方达(159530)半日获1700万份净申购
Sou Hu Cai Jing· 2025-08-04 05:12
截至午间收盘,国证机器人产业指数上涨1.5%,中证智能电动汽车指数下跌0.2%,中证消费电子主题指数下跌0.3%,中证物联网主题指数下跌0.4%,机器 人ETF易方达(159530)半日净申购达1700万份。 该指数聚焦的AI硬件是目前 主要的智能终端品类,由业 务涉及元器件生产、整机品 牌设计及生产等消费电子相 关公司股票组成。 截至午间收盘 该指数涨跌 跟踪中证智能电动汽车指数 该指数聚焦的智能电动汽 车有望成为具身智能落地 的代表性方向之一,覆盖 动力系统、感知系统、决 策系统、执行系统、通讯 系统、整车生产等产业链 环节。 截至午间收盘 该指数涨跌 消费电子ETF易方达 臂 跟踪中证消费电子主题指数 -0.3% 物联网ETF易方达 每日经济新闻 -0.2% 什么 - 24 ...
千帆竞渡,智启兴福——兴福镇第1000台蔚来成功交付
Qi Lu Wan Bao· 2025-08-04 05:10
见证新里程,千台交付达成 兴福镇,坐落于山东省滨州市博兴县东南部的一个小镇,在这片52平方公里的土地上,聚集了2800多家商用厨具企业,年产值超300亿元,占据全国四成以 上的市场份额。从2019年初,兴福镇一共只有六位蔚来用户,全镇甚至没有一台充电桩,到2025年的今天,我们见证了这座小镇从1到1000的蜕变。 8月2日,蔚来汽车在山东省滨州市兴福镇完成了第1000台交付。这座常住人口仅8万人的"中国厨具之乡",以"每80人拥有一台蔚来"的保有量密度,被大家 熟知,也被称作"蔚来小镇",我们见证了蔚来在兴福镇的又一里程碑时刻。 M 11 一往无前,开启新程 纵观兴福蔚来小镇的成长过程,映射了蔚来自身的发展历程,也像是目前新能源品牌在国内发展的缩影。蔚来的品牌发展离不开用户的支持,也因为一直秉 承着用户企业的理念不断完善自身,在行业内进发出全新的活力,与蔚来用户互相成就。兴福镇的故事会一直流传,相信也会有越来越多独具特色的"蔚来 小镇"发展起来。 交付现场,十七位蔚来车主齐聚一堂,共同开启此次的集中交付活动,活动开始车主代表上台表达了提车的喜悦,同时斌哥和力洪也为送上了真挚的祝福, 在欢声笑语中交付仪式圆满结 ...
我国机器人市场有望占全球近半份额,机器人ETF易方达(159530)等助力布局产业发展机遇
Sou Hu Cai Jing· 2025-08-01 11:47
Market Performance - The CSI Consumer Electronics Index decreased by 0.5%, the CSI IoT Index fell by 0.7%, the National Robot Industry Index dropped by 2.3%, and the CSI Smart Electric Vehicle Index declined by 4.5% this week [1] - The E Fund Robot ETF (159530) saw a net inflow of 130 million yuan this week, ranking first among all robot ETFs in the market [1] Market Forecast - IDC predicts that the global robot market will exceed 400 billion USD by 2029, with China accounting for nearly half of this market [1] - In 2024, the global shipment of commercial service robots is expected to surpass 100,000 units, with Chinese manufacturers holding an 84.7% market share [1] - IDC highlights that embodied intelligent robots are a significant direction for the development of robot intelligence, catering to diverse and complex application scenarios [1] Index Valuation - The rolling price-to-sales ratios for the indices are as follows: National Robot Industry Index at 4.7x, CSI Smart Electric Vehicle Index at 26.0x, CSI Consumer Electronics Index at 47.1x, and CSI IoT Index at 27.2x [2] - The valuation percentiles indicate that the National Robot Industry Index is at the 98.5th percentile, the CSI Smart Electric Vehicle Index at the 64.3rd percentile, the CSI Consumer Electronics Index at the 83.9th percentile, and the CSI IoT Index at the 21.5th percentile [2] Sector Insights - The National Robot Industry Index consists of humanoid, industrial, and service robots, with humanoid robots making up 53%, service robots 17%, and industrial robots 30% [4] - The CSI Smart Electric Vehicle Index focuses on smart electric vehicles, which are expected to be a representative direction for embodied intelligence, covering various segments of the industry chain [5] - The CSI Consumer Electronics Index emphasizes AI hardware, which is currently the main category of smart terminal products, including companies involved in component production and complete product design [6] - The CSI IoT Index focuses on the Internet of Things, which is essential for achieving connectivity among smart terminals, comprising companies involved in information collection, transmission, and IoT applications [7]
蔚来(09866) - 自愿公告 - 2025年7月交付更新资料
2025-08-01 09:30
自願公告 2025年7月交付更新資料 於2025年8月1日 - 全球智能電動汽車市場的先驅及領跑者蔚來集團(紐交所: NIO;港交所:9866;新交所:NIO)(「蔚來」或「本公司」)今日宣佈其於2025年7 月的交付結果。 本公司於2025年7月交付21,017輛汽車。有關交付包括本公司旗下蔚來品牌的高 端智能電動汽車12,675輛,樂道品牌的家庭智能電動汽車5,976輛,以及螢火蟲品 牌的智能電動高端小車2,366輛。截至2025年7月31日,本公司累計汽車交付量達 806,731輛。 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,並明確表示概不就因本公告全部或任何部分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。 根據不同投票權架構,我們的股本包括A類普通股及C類普通股。對於提呈我們股東大會的任 何決議案,A類普通股持有人每股可投一票,而C類普通股持有人則每股可投八票,惟法律或 《香港聯合交易所有限公司證券上市規則》或我們的組織章程大綱及細則另行規定者除外。股東 及有意投資者務請留意投資不同投票權架構公司的潛在風險。我們的美國存 ...
见证历史!刚刚,雷军宣布大消息!
天天基金网· 2025-08-01 07:37
雷军最新发声! 8月1日上午,雷军发布微博消息称,2025年7月,小米汽车交付量超过30000台,并感谢大 家的选择与支持。 小米集团公关部总经理王化 亦发布微博称, " (这是) 值得记住的时间点" 。 对此,大量网友纷纷留言互动。除祝贺之外,也有网友在线"催产能",希望尽早提车。 这是小米汽车成立以来,首次月度交付量突破3万台。据小米汽车官微数据,2025年6月交付 量超过25000台,2025年5月交付量超过28000台,2025年3月交付量超29000台。 7月10日,小米汽车称,交付量已超过30万台。"上市15个月,完成30万交付,感谢车主朋 友们的信任。我们将持续努力,十倍投入造一台好车。" 据了解,小米汽车于2024年4月开启首批交付,仅用七个半月时间便在2024年11月达成首个 10万辆交付里程碑。此后,小米汽车交付速度显著提升,从10万辆到20万辆仅耗时四个月。 进入2025年后,小米汽车持续保持强劲增长势头。在今年5月的小米15周年战略新品发布会 上,雷军透露小米SU7系列累计交付量已突破25.8万台。 此前,小米汽车预计2025年全年交付目标为30万台。今年3月,雷军表示,小米汽车一直在 ...
小鹏汽车7月交付智能电动汽车3.67万辆,同比增长229%
Bei Jing Shang Bao· 2025-08-01 04:52
Core Insights - In July 2025, the company achieved a new monthly delivery record of 36,700 smart electric vehicles, representing a year-on-year growth of 229% [1] - The company has delivered over 800,000 vehicles cumulatively as of July 2025, with 233,900 vehicles delivered in the first seven months of 2025, marking a 270% increase compared to the same period last year [1] - The company launched the 2025 models of the G6 and G9 in the European market in mid-July 2025 and plans to introduce the P7+ in Europe soon [1] - The company has expanded its presence to 46 countries and regions globally [1] - The monthly active user penetration rate for the company's smart navigation assisted driving (XNGP) in urban driving reached 86% in July 2025 [1]
见证历史!刚刚雷军宣布大消息!网友:终于!
Zhong Guo Ji Jin Bao· 2025-08-01 04:35
【导读】雷军最新发声:7月小米汽车交付量超30000台 雷军最新发声! 8月1日上午,雷军发布微博消息称,2025年7月,小米汽车交付量超过30000台,并感谢大家的选择与支持。 小米集团公关部总经理王化亦发布微博称,"(这是)值得记住的时间点"。 对此,大量网友纷纷留言互动。除祝贺之外,也有网友在线"催产能",希望尽早提车。 | ◎ 1002:二厂加油啊,我的yu7还有19周呢,雷总去催一催产能啊 ○ © | ר ה | --- | ပြ | | | --- | --- | --- | --- | --- | | 25-8-1 10:09 来自辽宁 | | | | | | --- | 1 1 | ပြီ | ـــ | 25-8-1 10:06 来自浙江 | | mi ****** 终于超3万了!! | 1 ל | | | | | 25-8-1 10:06 来自江苏 | L | --- | | | | 《第一3》:你说今天小米股价会不会大涨呢? | 凸 1 | ပြီ | | | | --- | 25-8-1 10:05 来自广东 | | | | | 一 一 (2) 雷总 2000 - 起加油鸭 | לי ...
见证历史!刚刚,雷军宣布大消息!网友:终于!
Sou Hu Cai Jing· 2025-08-01 04:00
【导读】雷军最新发声:7月小米汽车交付量超30000台 中国基金报记者 晨曦 雷军最新发声! 8月1日上午,雷军发布微博消息称,2025年7月,小米汽车交付量超过30000台,并感谢大家的选择与支持。 小米集团公关部总经理王化亦发布微博称,"(这是)值得记住的时间点"。 对此,大量网友纷纷留言互动。除祝贺之外,也有网友在线"催产能",希望尽早提车。 | (1) : 厂加油啊,我的yu7还有19周呢,雷总去催一催产能啊 ○△ | | | | | | --- | --- | --- | --- | --- | | 25-8-1 10:09 来自辽宁 | | 7 | --- | ר"ל | | -- -- | | | | | | 25-8-1 10:06 来自浙江 | | | 7 E = | | | +1(yel ( ( ) ( | | | | | | 25-8-1 10:06 来自江苏 | | ပြီ | --- | 1 ל 1 | | -- | | | | | | 25-8-1 10:05 来自广东 | | ပြ | --- | 1 ל 1 | | 一 (2) : 雷总 = 起加油鸭 | | | | | | 2 ...
见证历史!刚刚,雷军宣布大消息!网友:终于!
中国基金报· 2025-08-01 03:52
Core Viewpoint - Lei Jun announced that Xiaomi's car delivery volume exceeded 30,000 units in July 2025, marking a significant milestone for the company in the electric vehicle market [1][6][8]. Delivery Performance - Xiaomi's car delivery volume surpassed 30,000 units for the first time since its establishment, with previous months showing 25,000 units in June and 28,000 units in May 2025 [6][9]. - The company achieved a total of 300,000 deliveries within 15 months of launching its electric vehicle project [7]. Production and Market Strategy - Xiaomi's electric vehicle project has shown significant growth, with the delivery speed increasing from 100,000 to 200,000 units in just four months [9]. - The company aims to enhance production capacity, with a revised annual delivery target of 350,000 units for 2025, up from the initial target of 300,000 units [9][11]. New Model Launch - The Xiaomi YU7 SUV was launched in June 2025, with strong market demand reflected in pre-orders exceeding 200,000 units within three minutes of its release [9][10]. - The YU7 is expected to further boost delivery volumes, with large-scale deliveries planned to start in August 2025 [9][10]. Retail Expansion - Xiaomi has expanded its retail presence, adding 18 new stores in July 2025, bringing the total to 352 stores across 97 cities [10]. - The company plans to continue expanding its service network, with 181 service points established across 106 cities by the end of July 2025 [10]. Future Projections - Analysts predict that Xiaomi's production capacity could reach over 60,000 units per month with full utilization of its current factories, with potential sales of 400,000 to 500,000 units in 2025 [11].
小鹏汽车:7月交付智能电动汽车36717辆,同比增长229%
Mei Ri Jing Ji Xin Wen· 2025-08-01 00:46
(文章来源:每日经济新闻) 每经AI快讯,8月1日,小鹏汽车在港交所公告,7月共交付智能电动汽车36717辆,同比增长229%。 2025年前七个月,共交付智能电动汽车233906辆,同比增长270%。 ...