期内，本集团汽车业务出海全面开花，实现跨越式增长；品牌高端化破局突围，树立自主品牌新高度； 大众市场推陈出新，市场引领者地位进一步夯实，为中国汽车产业打开了新的市场窗口和国际化机遇。 根据中汽协会数据，2025年上半年本集团新能源汽车销量同比增长超33.0%，新能源汽车龙头地位稳 固；汽车全市场市占率亦同比增长2.2个百分点至13.7%，带领新能源汽车进一步成为汽车市场主流；本 集团亦位列上半年整车出口企业第二，且在前十大整车出口企业中增速最快，同比增长1.3倍。 格隆汇8月29日丨比亚迪(002594.SZ)公布2025年半年度报告，2025年上半年，本集团实现收入约人民币 3712.81亿元，同比增长23.30%，其中汽车、汽车相关产品及其他产品业务的收入约人民币3025.06亿 元，同比增长32.49%；手机部件、组装及其他产品业务的收入约人民币687.44亿元；占本集团总收入的 比例分别为81.48%和18.51%；研发投入约人民币308.80亿元，同比增长53.05%；归属于上市公司股东的 净利润约人民币155.11亿元，同比增长13.79%；归属于上市公司股东的扣除非经常性损益的净利润 135.9 ...

每经AI快讯，长城汽车（SH 601633，收盘价：25.85元）8月30日发布公告称，公司第八届第四十一次 董事会会议于2025年8月29日以现场和通讯相结合的方式召开。会议审议了《关于公司2025年中期业绩 的议案》等文件。 2024年1至12月份，长城汽车的营业收入构成为：汽车行业占比98.72%，其他业务占比1.28%。 每经头条（nbdtoutiao）——近120个品牌、1600辆车逐鹿西南！下半年国内首个A级车展开幕：新能 源"第三极"将改写车市格局 （记者 张喜威） ...

中国民企哪家强？ 8月28日，全国工商联发布《"2025中国民营企业500强》，北京的京东、杭州的阿里巴巴、苏州的恒力集团排名前三。 今年入围门槛是270.23亿元，营收总额超过1000亿的企业有105家，超过5000亿元的企业有11家。 从城市分布来看，杭州有38家民企上榜，已连续23年排名第一，其次是深圳25家、北京22家、上海17家，广州8家。 杭州民营经济，确实强到可怕。 不过，需要注意的是，该榜单列入的企业并不完整，像抖音、立讯精密、大疆、平安保险等民企，营收都超过入围门 槛，但没有上榜。公开资料显示，该榜单数据来源于全国工商联对符合条件的企业进行调研，企业自愿参加，这意味着 可能存在部分企业因为没有参加调研而缺席榜单。 若从万亿级民企的数量来看，北京最多，拥有两个万亿级民企，分别是京东和抖音。另外，深圳的平安保险有时候也被 视为民企，其营收超过万亿。 千亿以上民企，北京有12家（含抖音），杭州11家，深圳6家（含平安保险），上海4家，广州2家。 从十大民企的分布来看，3个来自广东，3个来自浙江，2个来自江苏，山东、北京各一个 | 序号 | 企业名称 | 省份 | 营收总额 | | --- | -- ...

Core Viewpoint - The Mexican government plans to increase tariffs on imports from China in its 2026 budget proposal, targeting goods such as automobiles, textiles, and plastics to protect domestic manufacturers from competition [1][3]. Group 1: External Pressures - The decision reflects Mexico's struggle in the US-China trade conflict and the urgent need for domestic industry protection and transformation [3]. - Continuous pressure from the US government has been a significant external factor, with demands for stricter tariffs on Chinese imports to align trade policies with the US [3]. - The concept of a "North American fortress" has been proposed to limit imports from China while strengthening trade ties among the US, Mexico, and Canada [3]. Group 2: Domestic Industry Protection - The policy is also driven by domestic industry demands, as Mexico aims to reduce reliance on imports from China and other Asian countries [4]. - Mexican industry associations have petitioned the government to raise tariffs to balance market competition, particularly in sectors like automotive parts and textiles [4]. - Analysts suggest that increasing tariffs on Chinese goods could boost Mexico's revenue and help control the budget deficit [4]. Group 3: Trade Dynamics - China has become Mexico's second-largest source of imports after the US, with automobiles, textiles, and plastics accounting for over one-third of these imports [6]. - The Mexican market for Chinese automobiles has seen explosive growth, with Mexico surpassing Russia as the top export market for Chinese cars [6]. - Chinese automotive brands are competitive due to lower prices and extended warranty periods, which could be impacted by the proposed tariff increases [7]. Group 4: Potential Consequences - Implementing higher tariffs could significantly increase the tax burden on Chinese automobiles and parts, potentially eroding their price advantage in Mexico [7]. - However, this protectionist measure may also lead to higher raw material costs for Mexico's downstream manufacturing sector, which relies heavily on Chinese intermediate goods, potentially raising inflation and weakening global competitiveness [7].

（文章来源：中国新闻网） 此次活动将紧抓第十四届中国艺术节在渝举办契机，精心配套谋划开展系列促消费活动，深入推进商文 旅体融合，将艺术节的"流量"有效转化为实实在在的"经济增量"。举办第十七届中国(重庆)火锅美食 节，联动市内超3000家火锅、小面、"渝味360碗"参与，推出42条重庆美食路线。开展"爱尚重庆·万物 直播季"活动，发动国内头部主播达人、"山城推荐官"通过直播、短视频等形式，向国内外消费者推荐 重庆新消费场景、新消费品牌。第六届中国绿色饭店消费季、解放碑国际消费节、2025重庆涪陵白鹤梁 半程马拉松、合川"嘉陵江最美江湾"文旅消费等系列活动将陆续举办。 与此同时，重庆将积极发动相关区县统筹银行、平台等资源，针对餐饮、百货、超市等行业领域发放各 类消费券。紧盯"金九银十"消费旺季和国庆、中秋、重阳等重要传统节日，鼓励各卖场商家开展大力促 销。主办方将发动汽车、家电、家居行业，下沉市场一线，持续开展进商圈、进机构、进乡镇、进社 区、进小区的"五进入"活动，通过公益宣传、免费检测、免费拆旧、现金折现等形式，将实惠与便利送 到市民身边。 彭和良表示，重庆作为国际消费中心城市和"消费第一城"，正以"购在中 ...

Group 1: Postal Savings Bank of China - The bank achieved a net profit of 49.23 billion yuan in the first half of 2025, a year-on-year increase of 0.85% [1] - Operating income reached 179.45 billion yuan, reflecting a growth of 1.50% compared to the previous year [2] - Non-interest income contributed significantly, with intermediary business income increasing by 11.59% to 16.92 billion yuan, and other non-interest income rising by 25.16% to 23.47 billion yuan [1][2] Group 2: BeiGene - The company reported a revenue of 17.52 billion yuan in the first half of 2025, marking a 46.03% increase year-on-year [3] - The net profit attributable to shareholders was 450 million yuan, indicating a turnaround from losses in the previous year [3] Group 3: United Imaging Healthcare - The company achieved an operating income of 6.02 billion yuan, a 12.79% increase year-on-year [5] - Net profit attributable to the parent company was 998 million yuan, reflecting a growth of 5.03% [5] Group 4: Great Wall Motors - The company reported an operating income of 923.35 billion yuan, a slight increase of 0.99% year-on-year [7] - Net profit attributable to shareholders decreased by 10.21% to 63.37 billion yuan, with a significant drop in net profit excluding non-recurring items by 36.39% [7][8] Group 5: Pien Tze Huang - The company experienced a decline in net profit by 17.18%, with total revenue falling by 4.81% to 53.79 billion yuan [10][11] Group 6: China Railway Construction - The company reported a revenue of 489.20 billion yuan, a decrease of 5.22% year-on-year [12] - Net profit attributable to shareholders fell by 10.09% to 107.01 billion yuan [12][14] Group 7: China Shipbuilding Industry - The company achieved a revenue of 403.25 billion yuan, an increase of 11.96% year-on-year [23] - Net profit attributable to shareholders surged by 108.59% to 29.46 billion yuan, driven by improved order structure and ship prices [23][26] Group 8: ST Huato - The company reported a revenue of 172 billion yuan, reflecting an 85.5% increase year-on-year [29] - Net profit attributable to shareholders was 26.56 billion yuan, a growth of 129.33% [29] Group 9: Guotai Junan Securities - The company achieved total revenue of 454.32 billion yuan, a significant increase of 105.18% [31] - Net profit attributable to shareholders rose by 213.74% to 157.37 billion yuan [31][33] Group 10: Minsheng Bank - The bank reported an operating income of 723.84 billion yuan, a year-on-year increase of 7.83% [35] - Net profit attributable to shareholders decreased by 4.87% to 213.80 billion yuan [35][36]

8月29日，第二十八届成都国际车展在蓉开幕。本届车展汇聚近120个品牌、展出车辆逾1600台，展现全 球汽车产业的前沿创新成果与未来趋势。 本届车展以"领潮而立向新而行"为主题，22万平方米的展陈空间覆盖12大展馆及室外展区，部分国产自 主品牌以"专馆"形式集结。 随着智能化普及，行业发展的动能转换来自哪里？专家认为，行业需要从增量思维转变为质量思维，即 从高速发展转向高质量发展。当前，新需求正促进汽车技术不断迭代升级，本届车展上，汽车技术推陈 出新是一大亮点。 比亚迪仰望品牌市场公关总监肖旭琴介绍，比亚迪在室外展区打造了智能化街区，带来车载无人机互动 等全场景互动体验。吉利控股集团高级副总裁杨学良说："我们重构了车机语音交互体验方式，让汽车 进化为'有温度的出行伙伴'。"奇瑞汽车股份有限公司董事长尹同跃介绍，奇瑞将投入超百亿元专项资 金和超5000人的研发团队，通过产销服一体化运营，打造年轻人喜爱的品牌。 中国国际贸易促进委员会汽车行业委员会会长王侠认为，在以旧换新等政策助推下，今年汽车市场呈平 稳上升态势。在汽车出海方面，本地化生产在加速推进。（记者董小红 李力可） ...

【导读】比亚迪上半年盈利增长降速，称 " 一口价 " 等行业乱象扰乱商业秩序 中国基金报记者 闻言 8 月 29 日晚间， 比亚迪 交出的 " 成绩单 " 显示，公司 2025 年上半年的毛利同比增长 18.24% ，归母净利润同比增长 13.79% 。 | Revenue | 23.30% | to RMB371,281 million | | --- | --- | --- | | 營業額 | | 至人民幣371,281百萬元 | | Gross profit | 18.24% | to RMB66,866 million | | 毛利 | | 至人民幣66,866百萬元 | | Profit attributable to owners of the parent | 13.79% | to RMB15,511 million | | 母公司擁有人應佔溢利 | | 至人民幣15,511百萬元 | | Earnings per share | 9.62% | to RMB1.71 | | 每股盈利 | | 至人民幣1.71元 | 可见，比亚迪的盈利同比增速持续下滑。 2023 年上半年、 2024 年上半 ...

报告进一步指出，消费者对就业和商业环境的焦虑加剧。约63%的受访者预计未来一年失业率将上升， 比例不仅高于上月，也远高于去年同期。市场普遍预计下周公布的8月非农就业报告将显示就业增长依 然保持温和。美联储理事沃勒周四表示，他支持在9月降息，并预计未来六个月可能进一步宽松，以帮 助改善就业前景。 消费者对大额耐用品和汽车的购买意愿显著恶化。密歇根大学调查项目主管Joanne Hsu指出："越来越 多消费者提及高物价以及税收/关税因素，尤其在购车条件方面，影响尤为突出。"这意味着家庭财务压 力可能进一步影响消费支出，而消费是美国经济增长的主要动力。 美国消费者信心在8月份大幅下滑，降至三个月低点，显示出关税相关的不确定性以及通胀担忧仍在拖 累经济前景。 密歇根大学周五公布的调查显示，8月终值消费者信心指数降至58.2，低于7月的61.7，也低于初值 58.6。数据显示，消费者预计未来一年物价将以年率4.8%的速度上涨，高于上月的4.5%；未来5至10年 的通胀预期则为3.5%，虽然较本月初公布的初值3.9%有所改善，但仍略高于7月。 密歇根大学的分项指数显示，反映未来预期的指数降至55.9，创三个月低点，低于初值 ...

Market Performance - On August 29, 2025, the three major indices rose collectively, with the ChiNext Index leading with an increase of 2.23%[3] - The Shanghai Composite Index rose by 0.37%, and the Shenzhen Component Index increased by 0.99%[3] - The total market turnover was 28,301.96 billion yuan, a decrease of 1,706.93 billion yuan from the previous trading day[3] Sector and Style Analysis - Among the 30 CITIC first-level industries, the top performers were: Electric Power Equipment and New Energy (2.77%), Nonferrous Metals (2.50%), and Food and Beverage (2.26%)[20] - The worst performers included: Transportation (-1.50%), Home Appliances (-1.33%), and Computers (-1.00%)[20] - Fund-heavy stocks outperformed the CSI All Share Index[20] Capital Flow - On August 29, 2025, the net outflow of main funds was 694.70 billion yuan, with large orders seeing a net outflow of 403.91 billion yuan[24] - Small orders continued to see a net inflow of 689.67 billion yuan[24] - Southbound funds had a net inflow of 120.46 billion HKD, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 13.42 billion HKD[26] ETF Trading - Most ETFs, including the Huaxia SSE 50 ETF and the Huatai-PB CSI 300 ETF, saw a decrease in trading volume compared to the previous trading day[28] - The trading volumes for major ETFs were: 38.60 billion yuan for the SSE 50 ETF, 62.08 billion yuan for the CSI 300 ETF, and 14.66 billion yuan for the Jiashi CSI 300 ETF[28] Global Market Overview - On August 29, 2025, major Asia-Pacific indices closed mixed, with the Hang Seng Index up 0.32% and the Nikkei 225 down 0.26%[5] - In the US, major indices also saw gains, with the Dow Jones Industrial Average rising by 0.16% and the S&P 500 increasing by 0.32%[5]