4.【北汽集团上半年整车销量超81.7万辆】7月20日消息，今年上半年，北汽实现整车销量超81.7万辆，同比增长6%，巩固向上发展态势。其中，北汽极 狐累计销量超5.5万辆，同比增长2倍；享界S9增程自4月上市以来，全系产品月销以千辆速度稳定增长，连续保持30万元到50万元新能源轿车市场第一； 北汽福田持续保持商用车行业第一，上半年实现销量32.7万辆，同比增长9%。此外，北汽上半年海外销量突破14万辆，同比增长20%。（钛度车库） 更多汽车出行资讯 …… 1.【尹同跃：奇瑞公司坚决反对"价格战"，缩短供应商货款支付账期】7月19日，奇瑞公司董事长尹同跃在内部年中干部大会上要求，奇瑞公司必须守拙、 守诚、守朴，把思想和行动统一到党中央决策部署上来，认真落实三部委召开的新能源汽车行业座谈会要求，做产业公平有序竞争秩序的维护者。奇瑞公司 将加强自律，坚决反对"价格战"，缩短供应商货款支付账期，不做虚假和过度宣传，抵制"网络水军""黑公关"等网络乱象。同时，发挥重点企业的带头作 用，严守"反内卷"负面清单，积极参与新能源汽车行业企业交流会商机制，推动汽车产业高质量发展。（搜狐） 2.【路虎揽胜官宣推出"豪车税全额补 ...

通明湖见证产业发展新动能 京城东南，通明湖畔，不少历史性的一幕都在此上演。2025年4月，诞生在北京的人形机器人"天 工"和"N2"陆续冲过终点，分别夺得了全球首个人形机器人半程马拉松冠军和亚军。 算力广场、数据商城、模型超市、调优工厂……通明湖信息城俨然成了"模数世界"。上半年在此启动的 北京产业人工智能赋能中心，正打造全国规模最大、北京首个人工智能新质社区集群。 前几天，6G SPACES新质生态社区在此启动建设，将依托自动驾驶、商业航天等丰富的制造业场景， 加速创新资源高效配置。 从驶上道路的自动驾驶汽车到跑上马拉松赛道的人形机器人，从迭代上线的人工智能大模型到获批上市 的创新医疗器械，从加速推新的新能源汽车到不断云集的跨国药企……北京产业经济在稳的基础上力求 进、在进的过程中提质效。 北京市经济和信息化局7月18日披露，上半年，北京工业和信息软件业合计实现增加值突破9000亿元， 占全市地区生产总值比重达到36.2%，创历史新高，对全市经济增长的贡献率达到61.6%。 一汪湖水见证着新质生产力培育驶入"快车道"。"我们以创新驱动引领产业迭代升级，不断塑造发展新 优势。"北京市经济和信息化局副局级领导王 ...

本报记者 陈燕南 北京报道 近日，《中国经营报》记者获悉，北汽新能源公布半年成绩单。数据显示，北汽新能源6月整体交付 14560台，同比激增140.65%；今年1—6月累计销量67152台，同比大增139.73%。 据了解，2025年，新能源汽车产业正迎来历史性拐点——全年渗透率有望突破50%。这一关键节点下， 行业加速进入去芜存菁的内功比拼阶段，市场竞争呈现出更趋白热化、精细化的新态势。 在此产业变局中，业内人士指出，2025年上半年北汽新能源依托极狐与享界双品牌战略，不仅实现销量 的快速增长，更达成经营指标的全面优化。作为新能源汽车市场的"国企新势力"，这家企业正紧扣产业 历史性拐点，以迅猛的变革速度与成长动能，在激烈的行业竞争中加速崛起。 双品牌运营齐发力：极狐+享界带来发展新局面 2025年，北汽新能源进入极狐+享界双品牌驱动的战略新阶段。享界品牌通过与华为携手技术共创，以 技术溢价提升品牌价值，在破局高端市场的同时，为北汽新能源品牌价值、美誉度赋能；极狐品牌则凭 借越级价值收割主流市场，以规模效应摊薄运营成本，在提升市占率的同时，为北汽新能源的市场知名 度赋能。二者形成"技术普惠"与"品牌上攻"的双 ...

Core Viewpoint - BAIC Group has reported a year-on-year increase in vehicle sales for the first half of the year, demonstrating resilience in a competitive market, with total sales exceeding 817,000 units, a 6% increase compared to the previous year [1] Group 1: Sales Performance - The overseas market sales surpassed 140,000 units, reflecting a 20% year-on-year growth [1][12] - BAIC Arcfox has achieved cumulative sales of over 55,000 units, marking a 200% increase [3] - Beijing Foton recorded sales of 327,000 units in the first half of the year, up 9% year-on-year [3] Group 2: Product Development - BAIC has introduced several key products this year to meet diverse mobility needs, enhancing product quality and service [5] - The new Arcfox Alpha S5 has a maximum range of 708 kilometers and fast charging capabilities [6] - The launch of the "BAIC Range Extender Duo" includes the BJ40 range extender, emphasizing five core advantages [6] Group 3: Strategic Collaborations - BAIC is focusing on key industrial chains and fostering open cooperation with leading companies in electrification and intelligence, such as Huawei and CATL [8] - The company is actively engaging in new technology research and application to create innovative business models [8] Group 4: Market Expansion - BAIC is deepening its market penetration in the western regions of China, enhancing its product system to fit local environments [10] - The company has established strategic partnerships with local governments in cities like Urumqi and Xining [10] - BAIC's international presence is growing, with significant sales in Morocco, Myanmar, and Madagascar [12] Group 5: Future Plans - BAIC plans to launch a series of new and updated models in the second half of the year, including the Arcfox T1 and the BJ30 hybrid [14] - The company aims to continue its "Three-Year Leap Action" initiative, focusing on user needs to develop more excellent products [14]

Group 1: Traditional Automakers Performance - BYD remains the sales leader with 2.146 million units sold in the first half of 2025, achieving a year-on-year growth of 33% and a strong export growth of 80.6% [2][3] - Geely Automotive shows impressive growth with a total sales of over 1.4 million units, marking a 47% year-on-year increase, and its new energy vehicle sales have doubled [3][4] - Changan Automobile reaches its highest sales in nearly eight years with 1.355 million units sold, reflecting a 2% year-on-year growth, while its new energy vehicle sales grow by 48.8% [4] - Chery Group achieves a total sales of approximately 1.26 million units, a 14.5% increase, with new energy vehicle sales rising by 98.6% [4][6] - Great Wall Motors experiences slight growth with total sales of about 569,000 units, a 1.84% increase, although some brands like Ora and Tank show declines [6] Group 2: New Forces in the Automotive Market - Leap Motor tops the new energy vehicle segment with a remarkable 155.7% growth, delivering 221,700 units, surpassing Li Auto for the first time [7][9] - Xiaomi Automotive shows significant potential with a staggering 456% growth, delivering over 150,000 units, and aims for a revised target of 350,000 units [11] - Xpeng Motors also demonstrates strong performance with a 279% increase in sales, delivering 197,200 units [10][12] - NIO achieves a 30.6% year-on-year growth with over 110,000 units delivered [12] - Huawei's AITO brand, under the new forces, faces challenges with a heavy reliance on the Wenjie brand, which accounts for 80% of its total sales [10] Group 3: Market Trends and Future Outlook - The competition in the automotive market is intensifying, with a clear focus on new energy and smart technology as the main battleground [13] - Traditional and new automakers are accelerating their product and technology deployments to prepare for the second half of the year [13]

Core Viewpoint - Huawei's next vehicle under the "Xiangjie" brand will be a travel car, expected to launch this autumn, with plans for exclusive sales channels and stores [2][4]. Group 1: Vehicle Launch and Features - The upcoming "Xiangjie" travel car is part of Huawei's strategy to enhance its automotive offerings, with a focus on personal experiences and travel [2]. - The "Xiangjie" brand logo has been officially released, featuring a hexagonal design that aligns with the family identity of the Hongmeng Intelligent Driving brand [3][4]. Group 2: Sales and Market Position - Hongmeng Intelligent Driving ranked second among new car manufacturers in terms of sales in the first half of the year, maintaining a position in the top tier [7]. - In the first half of the year, Hongmeng Intelligent Driving delivered approximately 206,200 vehicles, marking a year-on-year growth of 6.2% [9]. - The sales distribution within the Hongmeng Intelligent Driving lineup remains uneven, with the "Wenjie" series accounting for about 80% of total sales [9]. Group 3: Future Goals and Challenges - The company has set an ambitious sales target of one million vehicles for the year, but has only achieved 20.6% of this goal so far [9]. - The upcoming "Shangjie" model, positioned at a price point of 200,000 yuan, is anticipated to drive volume sales, supported by resources from SAIC Group [9]. Group 4: Response to Controversy - In response to a recent incident where he was filmed appearing to sleep while driving, the executive clarified that he was looking at his phone and expressed a desire for legal regulations to enable safe autonomous driving [6].

Core Viewpoint - The company is implementing a dual-brand strategy, aiming for significant revenue and profit growth by 2025-2027 through structural optimization and cost reduction measures [1][3]. Group 1: Dual-Brand Strategy and Financial Performance - The company, Beiqi Blue Valley, was the first domestic electric vehicle stock listed in 2018 and is now focusing on a dual-brand strategy for parallel development [1]. - The company has set a three-year leap plan from 2025 to 2027, prioritizing volume increase and profit improvement through structural optimization and cost control [1]. - In Q1 2025, the company reported a 151% year-on-year revenue growth, a 4.1 percentage point increase in gross margin, and a reduction in net loss by 60 million yuan [1]. Group 2: Market Position and Product Recognition - The Xiangjie brand is expected to replace joint venture high-end sedans, as it has established recognition among consumers, being perceived as a premium brand alongside BBA [1]. - The launch of the Xiangjie S9 extended-range version has led to significant sales improvements, indicating a strong market acceptance of the brand [2]. - The company is poised to capture market share from joint venture brands due to the limited supply of high-end sedans from domestic brands [2]. Group 3: Channel Expansion and Sales Growth - The company has doubled the number of its offline stores to 394 by the end of 2024, achieving 100% coverage in cities of tier three and above [3]. - The integration of new media strategies has effectively increased brand awareness and translated into market sales, with over 13,500 units sold in May 2025, surpassing December 2024 peak season data [3]. - The company anticipates continued monthly sales growth due to an expanded product lineup and enhanced channel strategies [3]. Group 4: Revenue Forecast - Revenue projections for 2025, 2026, and 2027 are estimated at 38.39 billion, 59.76 billion, and 76.57 billion yuan, respectively, with corresponding price-to-sales ratios of 1.1, 0.7, and 0.5 [3].

汽车行业周报（20250616-20250622） 推荐（维持） 6 月下旬需求有望恢复，小米 YU7 月底发布 | 华创证券研究所 | | --- | | 证券分析师：张程航 | 证券分析师：夏凉 | 证券分析师：李昊岚 | 联系人：张睿希 | | --- | --- | --- | --- | | 电话：021-20572543 | 电话：021-20572532 | 邮箱：lihaolan@hcyjs.com | 邮箱：zhangruixi@hcyjs.com | | 邮箱：zhangchenghang@hcyjs.com | 邮箱：xialiang@hcyjs.com | 执业编号：S0360524010003 | | | 执业编号：S0360519070003 | 执业编号：S0360522030001 | | | 本周汽车板块微跌，投资情绪偏淡。往年 6 月是半年考核节点，预计 6 月下旬随营销增 加周度需求较上旬回暖，行业随之进入 7-8 月淡季，再往后将迎来今年新品集中上市阶 段，叠加年底前季节性旺销和补贴因素，销量展望乐观。市场逐步关注明年以旧换新、 新能源车购置税变化对行业影响，无论追求相 ...

Group 1 - The 2025 International Automobile and Supply Chain Expo in Hong Kong, themed "New Automobile, New Journey," showcases the highest participation of mainland Chinese automotive companies in an overseas auto show to date, with increased scale and richer content compared to previous years [1] - BAIC Group presents multiple products and innovative technologies at the expo, highlighting the development achievements of China's intelligent connected new energy vehicles [1][3] - BAIC Group's self-developed technologies, including high-integration battery cells and AI-integrated platforms, are showcased, emphasizing the company's commitment to innovation [5] Group 2 - BAIC Group has accelerated its international development, establishing a comprehensive overseas business system and integrating into the global supply chain, with products now covering over 130 countries and regions [5][7] - The company operates 41 overseas factories and has sold over 1.2 million vehicles internationally, with BAIC Foton leading China's commercial vehicle exports for 14 consecutive years [7] - The Hong Kong market favors BAIC Foton's light truck series for its excellent cargo capacity and reliability, with plans to introduce more new energy products in the future [7] Group 3 - The expo includes a special event aimed at enhancing interaction among young talents from Beijing and Hong Kong, showcasing the innovative development of the Chinese automotive industry [7] - The event serves as a platform for promoting global cooperation in the Chinese automotive industry, with BAIC Group aiming to deepen collaborative innovation between Beijing and Hong Kong [7]

Group 1 - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was held in Shenzhen from May 31 to June 8, showcasing a shift in the automotive industry towards high-tech smart terminals, particularly in the electric vehicle (EV) sector [1] - BYD dominated Hall 1, while Huawei's HarmonyOS Intelligent Driving presented four major brands in Hall 2, including the Wenjie and Zhijie series [1] - In May, Leap Motor achieved a sales volume of 45,100 units, marking a year-on-year increase of 148%, securing its third consecutive monthly sales championship among new energy vehicle manufacturers [1] Group 2 - HarmonyOS Intelligent Driving and Li Auto ranked second and third in May sales, each surpassing 40,000 units, with HarmonyOS delivering 44,500 units across its brands [1] - The Wenjie brand, produced by Seres, was identified as the key contributor to HarmonyOS Intelligent Driving's success, with over 36,600 units delivered in May [1] - Li Auto's new vehicle deliveries reached 40,900 units in May, reflecting a year-on-year growth of 16.7%, with expectations to soon return to a monthly delivery level of 50,000 units [1] Group 3 - Xpeng Motors maintained stable performance with a delivery volume of 33,500 units, exceeding 30,000 units for seven consecutive months [2] - Xiaomi's automotive division delivered over 28,000 units in May, while NIO reported 23,200 units, showing a year-on-year increase of 13.1% [2] - Industry experts noted that the auto show highlighted a dual competitive model in the EV market, focusing on "intelligence + cost-effectiveness," with technological integration and ecosystem consolidation being crucial for future success [2]