Fundraising Activities - Zhongke Chuangxing announced the first closing of its fund with a scale of 2.617 billion yuan, focusing on hard technology projects in various industries including artificial intelligence [5] - KKR successfully raised 28 billion USD, increasing its assets under management (AUM) by 14% to 686 billion USD, with a target of reaching 1 trillion USD AUM by 2029 [9] - China Chengtong signed a framework cooperation agreement with Jiangsu Province to establish a 10 billion yuan fund, targeting strategic emerging industries [11] - Coller Capital announced a record fundraising of 6.8 billion USD for its second credit opportunities fund, showcasing its strong position in the private secondary market [14] - BlueFive Capital completed fundraising for its 2 billion USD private equity fund, focusing on sectors like healthcare and technology in the GCC region [16] - Changjiang Industrial Group established a 5 billion yuan fund focusing on specialized vehicles and high-end manufacturing [18] - Suzhou Taikang Investment Fund was registered with a total contribution of 3.1 billion yuan, marking the establishment of a new RMB fund in Suzhou [20] - Yuanhe Puhua launched its first private equity fund in Shanghai, focusing on the integrated circuit industry [22][23] - Dongfang Jiafu established a 1.6 billion yuan fund in Ordos, focusing on advanced manufacturing and information technology [25] - Kewai Fund announced the establishment of a 1 billion yuan smart energy fund, supported by Total Energy [27] Investment Strategies - KKR's new fundraising efforts are part of a broader trend of significant dollar fundraising among VC firms, indicating a shift in the domestic dollar fund ecosystem [7] - Blackstone announced an investment of over 25 billion USD in Pennsylvania's digital and energy infrastructure, aiming to stimulate an additional 60 billion USD in investments [13] - The establishment of AIC pilot funds by Shenzhen Investment Control Capital aims to connect financial resources with the real economy, supporting high-quality development in Shenzhen [34] Sector Focus - The funds established by various companies are primarily targeting sectors such as artificial intelligence, advanced manufacturing, new materials, and digital infrastructure, reflecting a strategic focus on innovation and technology [5][11][25][34] - The collaboration between Renault and Chinese private equity firms aims to explore investment opportunities in the electric vehicle sector, emphasizing technology innovation and industry capital empowerment [43]

北汽蓝谷（600733）公告，北京新能源汽车股份有限公司2025年7月产量10745辆，同比下降7.79%，销 量10280辆，同比下降6.38%；1—7月累计产量78754辆，同比增加162.05%，累计销量77432辆，同比增 加98.58%。 ...

宁德时代厦门/东营两大基地开建 7 月 26 日，东营时代零碳产业园项目现场推进会举行，全国首个 100% 绿电直供零碳产业园在山东东营开建。 据悉，该项目由宁德时代投资， 一期建设的 40GWh 锂电池绿色制造基地是整个零碳产业园的核心项目 ，计划打造 "零碳工厂 + 灯塔工厂"双 高标准示范项目，形成全链条绿色产业集群，预计明年建成投用。 海雷新能源冲刺IPO 另一边，近期厦门时代二期项目生产区完成桩基施工，进入主体施工阶段， 项目计划投资 50 亿元建设年产 30GWh 全智能化新能源动力电池 生产线， 预计 2026 年二季度试投产。 7月24日， 海雷新能源继5月披露 辅导工作进展报告以来，再次 披露相关进展报告（第五期）， 拟登陆北交所。 报告显示， 海雷新能源原聘请的 辅导机构为 东莞证券，于 2024年4月17日完成辅导备案，因为 战略调整，其辅导机构改聘 华泰联合证券。 双方于 2025年3月26日签署 上市辅导协议， 辅导期间为2025年4月1日至2025年6月30日。 接下来， 海雷新能源将在上一阶段辅导工作的基础上继续接受针对性辅导，包括 公司内部控制规范运作辅导、 人员辅导等。 亿纬 ...

WESTERN 四部的手 行业周报 | 电力设备 高压架构驱动 AIDC 供电系统升级,电源结构持续转型 证券研究报告 2025 年 08 月 03 日 电新行业周报 20250728-20250803 · 核心结论 800V 高压架构驱动 AIDC 供电系统升级,柴发价值迎新一轮重估。英伟达 此前宣布将在 2027 年投产 800V 高压直流供电系统,引发产业链变革。核 心供应商英诺赛科业绩大幅增长。国内 AI 需求持续旺盛,大柴油发电机价 格年内涨幅或达 30%。在供电系统高压化趋势与 AI 算力需求双重驱动下, 柴发与配套零部件迎来新一轮景气周期。Al 数据中心推荐麦格米特，建议 关注联德股份、禾望电气、中恒电气、盛弘股份、欧陆通、潍柴重机。 上半年电源结构持续转型,山东、河南出台 136 号文及辅助服务新政策。本 周河南出台辅助服务细则,山东出台新能源机制电价竞价细则;上半年我国 新能源装机及发电量持续增高，电源结构持续向绿色能源转型;诺瓦聚变获 5 亿元天使轮融资，聚变领域招标超 9700 万元。我们持续推荐：思源电气、 神马电力、国能日新、南网科技、东方电子、东方电气,建议关注协鑫能科、 金杯电工 ...

Investment Rating - The report maintains a "Buy" rating for key companies in the electric equipment and new energy sector, including CATL, Keda, and others, indicating a positive outlook for their performance [4]. Core Insights - The electric equipment and new energy sector experienced a decline of 2.62% in the past week, underperforming compared to the Shanghai Composite Index [1]. - The launch of Li Auto's first pure electric SUV, the Li i8, is expected to enhance competition in the electric vehicle market, with prices ranging from 321,800 to 369,800 yuan [2]. - The Ministry of Industry and Information Technology is implementing energy-saving inspections for 41 polysilicon companies, reflecting a commitment to "anti-involution" measures in the photovoltaic industry, which may lead to improved profitability in the polysilicon segment [3][30]. Summary by Sections 1. New Energy Vehicles - Li Auto's Li i8 was officially launched on July 29, with three models priced between 321,800 and 369,800 yuan, set for delivery starting August 20 [2][9]. - The vehicle features a yacht-inspired design, low drag coefficient of 0.218, and spacious interior dimensions of 5085/1960/1740mm, with a wheelbase of 3050mm [10]. 2. New Energy Generation - The "anti-involution" measures are being actively pursued, with energy consumption standards becoming a key indicator for industry consolidation, particularly in the polysilicon sector [3][30]. - The price of polysilicon has shown an upward trend, with the average transaction price for n-type polysilicon rising to 47,100 yuan per ton, reflecting a 0.64% increase week-on-week [33]. 3. Electric Equipment and Automation - Global electricity demand is at a historical high, with China's electricity consumption expected to grow by 5% year-on-year in 2025 [4]. - The report highlights key companies to watch, including CATL, Keda, and others, indicating strong growth potential in the sector [4]. 4. Market Performance - The electric equipment and new energy sector's performance was ranked 24th among sectors, with the lithium battery index experiencing the largest decline of 6.26% [1].

本周，南向资金净流入590.2亿港元。 慈星股份终止收购顺义科技75%股权 日前，慈星股份（300307）发布公告，公司原计划收购顺义科技75%股份，并拟向不超过35名特定投资者发行股票募集配套资金，经过进行多轮协商和谈 判后，公司与本次交易的部分交易对方就部分商业条款未达成一致意见，为维护公司全体股东长期利益，公司经审慎性考虑，决定终止本次重组事项。公 司承诺自终止本次交易事项公告披露后的一个月内，不再筹划重大资产重组事项。 慈星股份主要从事针织机械的研发、生产和销售，主要产品为智能针织机械设备，而此前计划收购的顺义科技是一家专业从事装备健康管理系统、智能检 测设备、维修保障设备及仿真模拟设备研发、生产与销售的企业。公司此前在公告中表示，此次交易目的包括推动上市公司优化产业布局，打造第二增长 曲线，将上市公司业务拓展至国防科技行业。 公司在机构调研活动中表示，受关税政策影响及终端消费需求影响，下游企业订单量短期内面临滞缓情况。此外，横机行业同质化竞争加剧，企业整体利 润空间不断受到压缩，行业发展格局面临深度调整。 2股获南向资金持股量环比翻倍 从持股量变化来看，本周30股获南向资金持股量环比增长均超10%， ...

人民网迪拜8月2日电 （记者管克江、任皓宇）当地时间8月1日，奇瑞旗下的潮酷汽车品牌iCAUR在迪拜举行品牌之夜活动，向全球首发两款增程式混 动汽车中大型硬派SUV V27 REEV和智能方盒子03T REEV。 品牌之夜活动现场。主办方供图 据介绍，截至2025年6月，奇瑞集团已达成第500万辆整车出口，成为首个累计出口500万辆的中国品牌车企。品牌活动上还发布了基于iCAUR V23打造 的"梦想车库"，除了皮卡版、敞篷版、太空版等车型，还有丰富的个性化改装方案，从快拆式轮眉、可更换保险杠到乐高造型高位刹车灯等等，旨在打 造"千人千车"场景。 现场搭建的"梦想车库"一景。人民网记者 任皓宇摄 迪拜观众在了解中国品牌汽车。人民网记者 任皓宇摄 近年来，中东国家大力发展电动汽车产业，尤其是阿联酋、沙特、土耳其等国家为电动汽车普及设定了具体目标。据估计，中东电动车市场（含混合动 力）预计到2028年将从2023年的27亿美元增长至76.5亿美元，年复合增长率超20%。其中，阿联酋宣布到2050年使电动车占总车辆的50%。普华永道预计， 在2030年，电动汽车在阿联酋新车销售中的占比将达到15%。沙特"2030 ...

坚定不移深化改革 ——贯彻落实中央政治局会议精神实现"十四五"圆满收官述评之三 新华社记者周圆 近日召开的中央政治局会议，在分析研究当前经济形势、部署下半年经济工作时指出，"要坚定不移深 化改革"。 发展环境越是严峻复杂，越要向深化改革要动力。落实好会议部署，实现"十四五"圆满收官，必须以钉 钉子精神推进各项改革落地见效，不断激活创新要素，提高资源配置效率，持续优化营商环境，充分释 放发展新活力。 激励创新，加快发展新质生产力 浩瀚宇宙，银河航天正以每3天一颗星的速度打造太空新基建。卫星从实验室走向社会民生，银河航天 联合创始人高千峰认为，这得益于科技体制改革不断深化，公司与更多大学、科研院所建立起合作，推 动产学研深度融合。 改革越向纵深，创新越是澎湃。 此次会议提出，坚持以科技创新引领新质生产力发展，加快培育具有国际竞争力的新兴支柱产业，推动 科技创新和产业创新深度融合发展。 "当前推动新旧动能转换、培育壮大新兴产业、创新链和产业链融合等还面临着不少困难，这就要求各 方以改革的办法打通堵点、破解难题，促进劳动、资本、技术、数据等生产要素向发展新质生产力集 聚。"中国信息通信研究院政策与经济研究所所长辛勇飞 ...

Group 1 - Tesla was ordered to pay $243 million in damages for a fatal accident involving its autonomous driving technology, with the jury finding Tesla partially responsible due to technology failure [1] - The compensation includes $200 million in punitive damages and $43 million related to the accident [1] Group 2 - The State Administration for Market Regulation in China released a compliance guide for online trading platforms, emphasizing the obligation to publicly disclose fee rules and prohibiting double charging [4] - The guide mandates that platforms cannot charge fees without providing services and must not impose unreasonable fees on operators [4] Group 3 - Tim Cook has become the longest-serving CEO of Apple, surpassing Steve Jobs with 5,091 days in office as of August 1, 2025 [4] - Cook emphasized the importance of seizing opportunities in artificial intelligence during a rare all-hands meeting [10] Group 4 - Berkshire Hathaway reported a net profit of $12.37 billion for Q2 2025, a nearly 60% decrease year-over-year, with total revenue at $92.515 billion [14] - The company did not repurchase any Class A or B shares during the quarter [14] Group 5 - China's automotive industry saw a 6.5% year-over-year increase in vehicle sales in July 2025, with a significant rise in sales of self-owned and new energy vehicles [31] - The production of smart phones in China reached 563 million units in the first half of 2025, reflecting a 0.5% year-over-year growth [32]

7月31日，记者从省汽车工业协会获悉：中国汽车流通协会乘用车市场信息联席分会统计数据显 示，上半年，陕西汽车出口量达20万辆，其中新能源汽车出口量18万辆，出口量同比增长105%。新能 源汽车出口量在全国排名第三位，比去年同期上升了3个位次。 上半年，陕西汽车产量94.28万辆，其中新能源汽车产量65.85万辆，同比增长30.23%。陕汽集团上 半年新能源汽车产量1.26万辆，同比增长112.44%；西安比亚迪目前生产的汽车全部为新能源汽车，上 半年汽车产量60.81万辆，同比增长33.93%；西安吉利上半年汽车产量为16.46万辆，同比增长29.85%。 西安市汽车产业链供应链联盟秘书长罗建安认为，下半年，"以旧换新"政策持续发力与海外市场回 暖将成为陕西新能源汽车产业的核心增长动力，新能源重卡在技术迭代与成本优化驱动下，全年产销量 有望进一步提升。综合来看，我省全年新能源重卡和新能源乘用车的产量将稳步提升。（记者 沈谦） ...