《公告》中表示， 哪吒汽车意向重整投资人应在2025年9月15日17时前向管理人指定账户支付 报名保证金人民币5000万元（含前期如有支付意向金）。 意向投资人需在上述时间内完成提 交报名材料并缴纳报名保证金，方可视为完成报名工作，否则即视为无效报名或放弃报名。 最终的重整投资人确定后，其应及时与管理人签订相应的《重整投资协议》。《重整投资协 议》签订后三个工作日内，重整投资人应当向管理人支付人民币1亿元的投资保证金。重整投 资人在签订《重整投资协议》并支付投资保证金后可以参与重整计划草案的论证和讨论，对重 整计划草案提出意见和建议。在重整计划草案表决通过、获得法院裁定批准后，管理人与重整 投资人签订的《重整投资协议》生效，重整投资人开始履行义务，支付重整投资款。 值得一提的是，本公告所述信息并不替代意向重整投资人的尽职调查。如在正式报名前，意向 重整投资人需对合众新能源开展尽职调查的，应及时与管理人签署《保密协议》，并缴纳尽调 保证金1000万元，此后可自行或委托中介机构对合众新能源开展尽职调查工作。管理人将提供 必要的协助和配合。意向重整投资人开展尽职调查所需的费用由其自行承担。 记者丨杨乔羽 编辑丨叶映 ...

理想i8自上市以来获得用户广泛关注，出乎我们预料的是，有超过98%的用户选择了理想i8 Max和Ultra车型，这远超我们的预期。我们深切地感受到广大 用户对理想i8高端配置的喜爱，但大家吐槽最多的是车型版本略显复杂，难以选择，一些高端配置的选装还不被支持，尤其希望冰箱作为标配，增加二排 屏的选装。 感谢广大用户对理想汽车的喜爱和信赖，我们听劝，立即响应！ 理想汽车决定统一配置版本——以理想i8 Max作为标准配置，并将售价从34.98万元调整为33.98万元，同时额外赠送价值10,000元的铂金音响，并提供后 舱娱乐屏套装作为选装，价格10,000元；原以36.98万元选择Ultra版本的用户，只需要34.98万元的价格即可实现原选择的全部配置；原选择Pro版本的用 户，我们将为您的退订或升级，提供专属服务。 更多个性化选择，详见如下方案： 理想i8 Pro 售价32.18万元 理想i8 Max 售价34.98万元 理想i8 Ultra 售价36.98万元 调整后 理想i8 售价33.98万元 · CLTC续航720公里* · 双电机四驱 · 双腔魔毯空气悬架 · 高级辅助驾驶AD Max* · 智能冷暖双 ...

据理想汽车消息，理想i8自上市以来受到用户广泛关注，超过98%的用户选择了Max和Ultra车型。为简 化版本选择，理想汽车决定统一配置版本，将理想i8Max作为标准配置，售价从34.98万元调整为33.98 万元，并赠送价值1万的铂金音响。同时提供后舱娱乐屏套装选装，价格为1万。选择Ultra版本的用户 可用34.98万元实现全部配置，选择Pro版本的用户将享受专属退订或升级服务。 ...

8月5日，理想汽车宣布统一理想i8配置版本——以理想i8 Max作为标准配置，并将售价从34.98万元调整 为33.98万元，同时额外赠送价值10000元的铂金音响，并提供后舱娱乐屏套装作为选装，价格10000 元。 ...

1.内蒙古下达中央财政资金8亿元支持城乡交通发展 记者从内蒙古自治区财政厅获悉：近日，自治区财政厅将（2024年度）中央财政农村客运补贴资金和城市 交通发展奖励资金8亿元全部下达各盟市，用于补贴农村客运经营者、巡游出租车司机和统筹支持农村道路 水路客运、新能源汽车运营等方面，以进一步支持城乡交通发展。 2.传哪吒汽车桐乡工厂7月发全薪，将全面复工复产 据微信公众号"汽车行业早知道"消息，哪吒汽车桐乡工厂的员工 7 月份发了全薪，相比之前部分的最低基本 工资 2000 多元，和薪资打半折，这次全薪代表了哪吒汽车将全面复工复产。消息指出，目前已经有47名意 向者愿意给哪吒汽车提供资金，进行复工复产。 点评：哪吒汽车复产稳军心，供应链回暖显行业复苏迹象。 3.133.86亿元，胖东来公布最新销售业绩 河南零售巨头胖东来公布最新经营数据。数据显示，胖东来7月销售额达16.66亿元，今年1—7月累计销售额 133.86亿元。按此计算，日均销售额约6314.16万元。 点评：胖东来营收再创新高。 4.苹果据称新组建了一个新团队：专攻搜索领域，开发ChatGPT竞品 据财联社，苹果知名爆料人马克·古尔曼（Mark Gurm ...

新浪科技讯 8月5日中午消息，理想汽车官方公告——理想i8配置统一版本，标配即顶配，并将售价统 一为33.98万元。 公告称，理想i8自上市以来获得用户广泛关注，出乎我们预料的是，有超过98%的用户选择了理想i8 Max和Ultra车型，这远超我们的预期。我们深切地感受到广大用户对理想i8高端配置的喜爱，但大家吐 槽最多的是车型版本略显复杂，难以选择，一些高端配置的选装还不被支持，尤其希望冰箱作为标配， 增加二排屏的选装。 感谢广大用户对理想汽车的喜爱和信赖，我们听劝，立即响应。理想汽车决定统一配置版本——以理想 i8 Max作为标准配置，并将售价从34.98万元调整为33.98万元，同时额外赠送价值10，000元的铂金音 响，并提供后舱娱乐屏套装作为选装，价格10，000元；原以36.98万元选择Ultra版本的用户，只需要 34.98万元的价格即可实现原选择的全部配置；原选择Pro版本的用户，我们将为您的退订或升级，提供 专属服务。 责任编辑：赵思远 ...

Summary of Key Points from the Conference Call Industry or Company Involved - The conference call discusses the investment outlook for various sectors in China, particularly focusing on AI, technology, new energy, and the implications of macroeconomic policies. Core Insights and Arguments 1. **Investment Opportunities in H2 2025**: The domestic economy is expected to maintain a GDP growth rate above 5%, driven by strong export performance and advancements in AI and advanced manufacturing, which are seen as key to enhancing economic output and structural transformation [6][10][12]. 2. **AI Investment Outlook**: AI is viewed as a central theme in global technological innovation, with significant investments expected in AI hardware and applications. The domestic demand for AI is strong, and supply bottlenecks are gradually easing, indicating a positive trajectory for AI-related investments [20][21][22]. 3. **Technology Sector Growth**: The technology sector is anticipated to experience robust growth, particularly in semiconductors and advanced manufacturing. The potential for breakthroughs in these areas is expected to drive long-term growth and competitiveness [25][26]. 4. **New Energy and Environmental Policies**: The transition to new energy sources and the implementation of green policies are seen as critical for sustainable growth. The manufacturing sector is expected to benefit from technological upgrades and innovations aimed at reducing carbon emissions [28][36]. 5. **Consumer Behavior and Market Dynamics**: There is a shift towards quality over price in consumer preferences, which is expected to influence various industries, including real estate and consumer goods. This "anti-involution" trend is likely to reshape market competition and drive companies to focus on quality and brand value [32][35][37]. 6. **Macroeconomic Policies and Global Context**: The call highlights the importance of macroeconomic policies in shaping investment landscapes, particularly in light of ongoing geopolitical tensions and trade dynamics. The focus is on maintaining economic stability and fostering innovation [10][17][18]. Other Important but Possibly Overlooked Content 1. **Long-term Economic Confidence**: Despite short-term challenges, there is a strong belief in the long-term potential of the Chinese economy, driven by technological advancements and structural reforms [7][13][14]. 2. **Sector-Specific Insights**: Different sectors are expected to recover at varying rates, with some industries like real estate facing more significant challenges than others. The recovery in corporate earnings is anticipated to be uneven, influenced by sector-specific dynamics [9][15][18]. 3. **Investment Strategy**: The emphasis on identifying and investing in companies with strong competitive advantages and sustainable business models is highlighted as a key strategy for navigating the current market environment [8][12][19]. This summary encapsulates the key points discussed in the conference call, providing insights into the investment landscape and sectoral dynamics in China for the latter half of 2025.

每日晨报 ☎：010-80927635 网:zhouying_yj@chinastock.com.cn 分析师登记编码：S0130511090001 要闻 7月 A 股市场新开户数达 196 万户,同比增长 71% www.chinastock.com.cn 2025 年 8 月 5 日 银河观点集萃 责任编辑 周颖 宏观:上半年分省经济数据的七大看点 核心观点 近日，31个省份陆续公布 2024 年上半年经济数据。在上半年中国经济实现同比增长 5.3% 的较好表现下,不同省份表现如何?区域经济呈现哪些重要变化?本报告从省域上半年经济数 据出发,总结出七点重要内容: 一、经济大省挑大梁,但内部也存在分化。上半年广东等 GDP 前十省市加权 GDP 同比增速 5.4%,高于全国 0.1 个百分点。GDP 总量占全国的比重由 2024 年的 61.22%提升至上半年的 61.62%。对 GDP 增量的贡献率也超六成,达 62.32%。广东、江苏两省贡献全国 20.7%的 GDP。 经济大省挑大梁作用进一步凸显。但经济大省内部也存在较大分化。广东 4.2%的增速垫底，江 苏则实现 5.7%的增长。地产持续调整叠加出 ...

股市赋能"反内卷"，历史借鉴及港股机会展望 20250804 摘要 当前中国工业企业利润率接近历史低位，传统行业和新兴产业均面临内 卷式低价竞争，削弱行业竞争力和创新能力，亟需新一轮供给侧改革以 提升整体竞争力。 本次供给侧改革不同于 1998 年和 2016 年的改革，旨在通过优化市场 环境、强化行业自律和引导企业创新，解决低价恶性竞争问题，推动高 质量发展。 历史上的供给侧改革曾带来股市行情，如 1998 年国企改革和 2016 年 去产能改革，分别在 A 股和港股市场引发上涨行情，并带动相关行业股 票估值修复。 新一轮反内卷政策有望减少低价竞争，提高企业利润空间，促进技术积 累和创新研发投入，利好具备核心技术优势和创新能力强的企业，并带 动相关领域股票估值修复。 能源和原材料行业市净率普遍较低，若估值修复至 1 倍或 1.5 倍，将带 来显著上涨空间。可重点关注港股中传统中上游行业龙头公司，其估值 修复潜力较大。 Q&A 2024 年下半年开始的新一轮供给侧改革的背景和目标是什么？ 从 2024 年下半年开始，中国政府启动了新一轮供给侧改革，旨在应对企业资 本回报率下降和产能利用率低的问题。2025 年 ...

Group 1: Hot News - The central bank, the financial regulatory administration, and the CSRC plan to further clarify the specific requirements for risk-based customer due diligence of financial institutions. For financial institutions and exchange service providers, when the amount of funds remitted abroad by customers is RMB 5,000 or more per transaction, or the foreign currency equivalent of $1,000 or more, they should verify the identity of the remitter to ensure the accuracy of the remitter's information. Payment institutions need to register when selling prepaid cards worth more than RMB 10,000 at one time [2] - In the first half of the year, China's total service imports and exports reached 3.88726 trillion yuan, a year-on-year increase of 8%. Among them, exports were 1.6883 trillion yuan, up 15%; imports were 2.19896 trillion yuan, up 3.2%. The service trade deficit was 510.66 billion yuan, a year-on-year decrease of 152.21 billion yuan [2] - According to the preliminary estimate of the Passenger Car Association, the wholesale sales of new energy passenger vehicles by manufacturers nationwide in July were 1.18 million, a year-on-year increase of 25% and a month-on-month decrease of 4%. Among them, Tesla China sold 67,900 vehicles in July, a month-on-month decrease of 5.2% [2] - US President Trump said that India is not only buying a large amount of Russian oil but also reselling a large part of it on the open market to make huge profits. Therefore, the US will significantly increase the tariffs paid by India to the US [2] - In July, imported soybeans arrived at ports in a concentrated manner, and the operating rate of oil mills remained high. The soybean crushing volume of major domestic oil mills was 10.1 million tons, basically flat month-on-month and a year-on-year increase of 14.59%. Last week, the soybean crushing volume of domestic oil mills remained at a high level. As of the week ending August 1, the soybean crushing volume of major domestic oil mills was 2.25 million tons, a week-on-week increase of 20,000 tons, a month-on-month decrease of 80,000 tons, a year-on-year increase of 180,000 tons, and an increase of 360,000 tons compared with the average of the same period in the past three years. It is expected that the operating rate of oil mills will remain high this week, with a crushing volume of about 2.2 million tons [3] Group 2: Key Focus - The sectors to focus on are urea, coking coal, plastic, Shanghai copper, and PVC [4] Group 3: Night Session Performance - The night session performance of different commodity sectors shows that non-metallic building materials rose 2.89%, precious metals rose 28.20%, oilseeds rose 12.31%, non-ferrous and soft commodities rose 2.53% and 21.15% respectively, coal, coke, steel and ore rose 14.26%, energy rose 3.09%, chemicals rose 11.61%, grains rose 1.18%, and agricultural and sideline products rose 2.78% [4] Group 4: Plate Position - The changes in the positions of commodity futures sectors in the past five days are presented, but specific data is not clearly described in text form [5] Group 5: Performance of Major Asset Classes - The daily, monthly, and annual percentage changes of different asset classes are provided. For example, among equities, the Shanghai Composite Index rose 0.66% daily, 0.28% monthly, and 6.91% annually; among fixed-income products, the 10-year Treasury bond futures rose 0.02% daily, -0.01% monthly, and -0.42% annually; among commodities, the CRB Commodity Index fell -0.55% daily, -1.50% monthly, and -0.49% annually [7] Group 6: Major Commodity Trends - The trends of major commodities are presented through various charts, including the Baltic Dry Index, CRB Spot Index, WTI crude oil, London spot gold, LME copper, CBOT soybeans, and CBOT corn, as well as the risk premium of the stock market [8]