Sales Performance - In June 2025, BYD sold 382,585 vehicles, a year-on-year increase of 12.0% [2] - Cumulative sales for the first half of 2025 reached 2,145,954 vehicles, representing a 33.0% year-on-year growth [2] - Total cumulative sales of new energy vehicles exceeded 12.7 million [2] Shipping and Logistics - BYD launched its sixth car carrier, "BYD CHANGSHA," on June 24, 2025, with a capacity of 9,200 standard car slots [2][3] - The existing carriers have transported over 70,000 BYD new energy vehicles globally [3] Technological Advancements - BYD has achieved a breakthrough in intelligent parking, comparable to L4 level, offering full liability coverage for users in China [4] - The "Tian Shen Zhi Yan" system will undergo the largest OTA upgrade, enhancing over ten features across parking, driving, and safety [5] Market Expansion - Since entering the Brazilian market in 2021, BYD has gained the favor of over 13,000 Brazilian families [6] - In Q1 2025, BYD's sales in Brazil surpassed 2,000 units, making it the top-selling brand of new energy vehicles in the region [6] - BYD's market share in Brazil reached 9.7%, ranking fourth in retail sales among automotive brands as of May 2025 [6]

Group 1: Domestic News - By 2024, the number of new energy vehicles in China is expected to reach 31.4 million, a more than fivefold increase from 4.92 million at the end of the 13th Five-Year Plan [2] - The Consumer Price Index (CPI) in June rose by 0.1%, marking a turnaround after four consecutive months of decline, primarily due to a recovery in industrial consumer goods prices [3] - The Ministry of Industry and Information Technology has launched an online platform to address payment issues faced by small and medium-sized enterprises with major automotive companies [4] - By the end of 2024, the total number of charging infrastructure units in China is projected to reach 12.818 million, supporting the widespread adoption of new energy vehicles [5] - NIO has completed the construction of a battery swap network along major highways, connecting 550 cities in China, alleviating concerns about charging for users [14] Group 2: International News - Ford Motor Company is set to receive production tax credits for its $3 billion electric vehicle battery plant in Michigan, which is currently 60% complete [6] - Japanese Prime Minister Shigeru Ishiba stated that American cars struggle to gain market share in Japan, emphasizing the need for discussions on improving product quality to meet local standards [8] - Daimler Truck plans to cut approximately 5,000 jobs in Germany by 2030 to reduce recurring costs by over 1 billion euros [8] - BYD's "Shenzhen" cargo ship successfully transported 6,817 new energy vehicles to Europe, marking a significant milestone for the company [10] - Huawei's executive announced that the new "Hongmeng Intelligent Driving" vehicle logo will feature a hexagonal design, indicating a focus on branding in the automotive sector [11] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, expanding its market presence in Africa [13]

Group 1: Drone Industry in the Greater Bay Area - The demand for drone assembly and testing positions in the Greater Bay Area has increased by 166.4% year-on-year as of the first half of 2025 [1] - The demand for drone engineers has also seen a significant rise of 57.5% [1] - Continuous upgrades in drone technology and the expansion of application scenarios are driving this surge in job demand [1] Group 2: National Debt Issuance in Macau - The Ministry of Finance will issue 60 billion RMB in national bonds in Macau on July 16, marking the fourth consecutive year of such issuances [2] - This issuance aims to enhance the regular issuance mechanism and provide safe investment options for investors [2] - The move is expected to attract international investors and promote the development of Macau's offshore RMB market [2] Group 3: Elderly Products Industry in Guangdong - Guangdong's elderly products industry achieved a revenue of 655.1 billion RMB in 2024, reflecting a year-on-year growth of 10.2% [3] - The province has 6,814 large-scale elderly products enterprises, covering various sectors such as medical devices and nutritional products [3] - Guangdong's advantages in manufacturing costs and technological innovation are driving growth in the silver economy [3] Group 4: BYD's Automotive Export - BYD's "Shenzhen" automobile transport ship has set sail for Europe carrying over 6,800 electric vehicles [4] - Among the exported vehicles, over 1,100 are from the Song series produced in the Shenzhen area [4] - The "factory-to-port" model allows for rapid transition from production to shipping, highlighting the efficiency of the Shenzhen manufacturing hub [4] Group 5: Shenzhen Stock Market Update - The Shenzhen Component Index closed at 10,581.80 points, down 0.06% [5] - Notable gainers included New City with a price of 17.86 RMB, up 20.03%, and Tongguan Copper Foil at 20.26 RMB, also up 20.02% [6] - Decliners included *ST Zitian at 4.47 RMB, down 20.04%, and Baoming Technology at 63.52 RMB, down 10% [6]

Core Insights - BYD's "Shenzhen" roll-on/roll-off ship has successfully completed its maiden voyage from Brazil, carrying over 6,800 electric vehicles to Europe, marking a significant step in the company's export strategy [1][3][4] - The ship is designed to be one of the largest and most environmentally friendly car carriers globally, with a capacity of 9,200 vehicles and has set records for the largest tonnage and vehicle load at the ports of Zhoushan and Xiaomo [3][4] - BYD's self-owned fleet of car transport ships is a strategic move to address export capacity shortages and cost pressures, with plans to expand its fleet to handle over 100,000 vehicles annually by 2025 [4][5] Company Developments - The "Shenzhen" ship's recent journey included 1,105 vehicles produced at BYD's Shenshan base, which were transported directly to the port in just five minutes, showcasing the efficiency of the "factory-port linkage" model [1][10] - BYD has launched six car transport ships in less than two years, collectively transporting over 70,000 electric vehicles, with plans for additional vessels to further enhance capacity [4][5] - The Xiaomo Port, where the "Shenzhen" docked, has opened 13 shipping routes and is undergoing expansion to increase its annual vehicle transport capacity to 1 million by 2027 [7][8] Industry Trends - China's automotive exports are on the rise, with a 16% year-on-year increase in the first five months of 2025, and a notable 22% increase in May alone, indicating a growing demand for specialized car transport vessels [4][5] - BYD's overseas sales have also seen significant growth, with a 133.6% increase in May, reflecting the global demand for Chinese electric vehicles [5] - The development of the Shenshan area as a key automotive hub is supported by its strategic location and infrastructure, which enhances the integration of production, logistics, and urban development [11]

7月8日，比亚迪"深圳号"汽车运输船将搭载超6800辆比亚迪新能源汽车，经宁波舟山港和深圳小漠国际物流港（以下简称"小漠港"）驶向欧洲。证券时报记 者在小漠港了解到，有1105辆在比亚迪深汕基地生产的宋系列出口车型首次地跑集港，从工厂抵达小漠港装船仅需5分钟时间，实现了"港厂联动"。 2025年7月8日，满载车型包含宋Plus、海鸥、元Plus、海狮、海豹等国产车共计6800多辆的"深圳号"将从小漠国际物流港出发，去往欧洲。宋春雨/摄 如今，比亚迪等头部车企正以"自建船队"方式掀起出海新篇章。比亚迪已投放运营"开拓者1号""常州号""合肥号""深圳号""西安号""长沙号"6艘汽车运输 船，累计运输超7万辆新能源汽车。比亚迪第七艘"郑州号"已经完成试航，将在本月交付运营，第八艘"济南号"汽车运输船即将出坞。届时，比亚迪汽车运 输船总装载量将跃升至6.7万辆。 深圳市也为汽车出口企业"自建船队"提供了大力支持。去年印发的《深圳市2024年促进汽车出口工作方案》就提到"支持企业购置滚装船，建设自有外贸滚 装运输船队"以及"鼓励汽车出口企业集中货源，与船企签订长期协议，稳定外贸滚装船班次"等内容。 中国数实融合50人 ...

Core Insights - The performance of new energy vehicle companies in June shows significant differentiation among them, with BYD maintaining a leading position in sales [1][11] - The overall sales data for the first half of 2025 indicates that only XPeng has exceeded 50% of its annual sales target [2][11] Group 1: BYD Performance - BYD's June sales reached 382,585 units, a year-on-year increase of 11.98%, with a total of 2.146 million units sold in the first half of 2025, up 33.04% year-on-year [4][10] - BYD's pure electric vehicle sales exceeded 1 million units in the first half of 2025, with a growth rate of over 40% [10] - BYD's overseas sales have also reached new highs, with June's overseas sales accounting for 23.54% of total sales [10] Group 2: Other New Energy Vehicle Companies - Leap Motor led the new energy vehicle segment with June deliveries of 48,006 units, a year-on-year increase of 138.65% [12][14] - Li Auto's June deliveries were 36,279 units, down 24.06% year-on-year, indicating a declining trend in monthly deliveries [15] - Xiaomi's June deliveries fell to over 25,000 units, continuing a downward trend [18] Group 3: Market Trends and Future Plans - The competition among new energy vehicle companies is intensifying, particularly in the SUV market, with several companies planning new product launches [25][26] - Upcoming models include the 2026 version of Leap Motor's C11, XPeng's G7 AI smart SUV, and Li Auto's i8 and i6 electric SUVs [26][28] - NIO plans to launch three new models in the second half of 2025, including the third-generation ES8 and the L90 flagship SUV [28]

【导读】新能源车企发布 6 月 " 成绩单 "，5 家造车新势力分化加剧 中国基金报记者 邱德坤 7 月 1 日，新能源车企集中交出 6 月 " 成绩单 " 。 比亚迪 作为新能源车企龙头， 6 月销量达 38.26 万辆，依旧保持大幅领先态势。 零跑 在造车新势力中继续领跑， 6 月交付量逼近 5 万辆大关，并且与其他 4 家车企进一步 拉开差距。 6 月， 理想、小米 的交付量都 " 不理想 "。 小鹏增速第一，但交付量仍未突破 4 万辆大 关。 蔚来 呈现持续回升态势，但交付量仍有待提升。 6 月结束意味着 2025 年上半年收官。新能源车企 2025 年上半年 " 成绩单 " 浮出水面，对 比其年度销量（交付量）目标，仅有小鹏的进度条超 50% 。 | 品牌 | 6月销量或交付量(辆) | 同比 | 环比 | 上半年销量或交付量(辆)年度目标完成度 | | | --- | --- | --- | --- | --- | --- | | 比亚迪 | 382585 | 11.98% | 0. 03% | 214.60万 | 39.02% | | 吉利新能源 | 122367 | 185. 52% | -1 ...

人民网巴黎6月30日电 （记者尚凯元）第十三届"凡尔赛跑"29日在法国凡尔赛宫花园鸣枪开跑，吸引了来自全球的23000名跑者参与。这一融合运动与 文化的盛会，展现了全民健身与世界文化遗产的完美结合。本届中国品牌的加入，更是给赛事带来了文化交流新亮点。 参赛者与宇树机器人互动。主办方供图 第十三届"凡尔赛跑"吸引了众多民众参与。主办方供图 "凡尔赛跑"由法国雨果赛事公司创办于2012年，是法国颇具影响力的群众性路跑赛事，赛道穿越凡尔赛宫恢宏的法式花园，沿途经过小特里亚侬宫、凡 尔赛运河等多处历史景观。赛事设有"皇家跑""公主跑""骑士跑"等多个趣味项目，兼具竞技性与文化性，深受各年龄段跑者欢迎。除倡导全民运动理念 外，"凡尔赛跑"亦高度重视文化遗产保护与可持续发展。赛事迄今已成功筹资修复凡尔赛宫花园内8座受损雕像，并种植超过400棵树木，为传承历史与保护 自然贡献力量。 在体坛传媒集团的积极推动下，中国知名运动品牌特步正式成为2025年"凡尔赛跑"的官方服装供应商，这也是该赛事历史上首度携手中国运动品牌。同 时，来自中国的智能机器人企业宇树科技与新能源汽车企业比亚迪也在现场展示"中国智造"的创新成果，为这一历史 ...

在吉尔吉斯斯坦《言论报》社长兼总编辑叶莲娜·若洛博娃看来，汽车制造业是国家整体工业发展的重 要支柱产业，有助于推动经济快速发展、创造大量就业。中亚国家与中国不断深化汽车制造等各领域务 实合作，将为区域经济发展注入强劲动力。 阿鲁尔集团公司战略营销与公关负责人斯坦尼斯拉夫·奥云—贝姆表示，近年来，阿鲁尔集团进入全新 战略发展阶段，产能持续提升，品牌组合不断丰富，多款全新车型成功投放市场。"我们与中国伙伴建 立良好合作关系，取得了诸多可喜成绩。未来我们将继续携手同行，让汽车领域合作成果更多惠及哈萨 克斯坦乃至中亚地区人民。" （本报阿拉木图6月1日电） 版式设计：张芳曼 《 人民日报 》（ 2025年06月02日 03 版） (责编：杨光宇、胡永秋) 日前，中国—中亚媒体高质量共建"一带一路"联合采访团走进哈萨克斯坦最大汽车生产组装企业——阿 鲁尔集团位于阿拉木图的一家汽车专卖店，实地感受中哈汽车领域合作的丰硕成果。专卖店内展示着红 旗、捷途等多款中国品牌汽车。极具现代化的车身设计、智能感十足的操控系统，吸引联合采访团的媒 体记者纷纷上车体验（见图①，本报记者李应齐摄）。 2019年，通用技术集团中国机械进出口（ ...

要闻提示 NEWS REMIND 1. 美女机器人击倒对手后拍屁股挑衅，团队回应：预设胜利动作 今日头条 HEADLINE NEWS 美女机器人击倒对手后拍屁股挑衅，团队回应：预设胜利动作 近日，在日本东京举办的全球机器人格斗大赛上，代表韩国参赛的女性拟人机器人AURA-X因拟人化动作 意外成为焦点。比赛中，AURA-X与对手"美洲钢甲"展开激烈对决，AURA-X凭借精准肘击将对手击倒在 地获得胜利。 按照常规，机器人胜利后通常会直接回原点待命，但AURA-X却做出一个令人意想不到的动作。只见它轻 轻拍了拍自己臀部的金属外壳，还回头瞥了一眼对手，同时搭载的表情模块呈现出微笑加眨眼的表情，传 递出"小样，不服再来"的信息。这一动作迅速引爆现场气氛，随后相关视频出现在社交平台上，播放量迅 速飙升过百万。 评论区里，网友们争执不下，有人认为这个动作十分有趣，"这动作太有挑衅意味了，看得我都想下场揍 它"、"好玩，真的是太有意思了，机器人还能进行精神层面的攻击。"但也有另一部分网友表示担忧，质 疑"这样的人格化动作，AI真的能控制好吗"、"未来机器人会不会越来越不受控"。 美团回应京东加入外卖战：低质低价内卷式竞争不 ...