行业双周报 · 汽车行业 7月车市淡季不淡. 新能源参透率回升至历史高位 汽车行业双周报 核心观点 0 双周观点 中汽协发布 7 月车市产销量情况,7 月进入车市传统淡季,销量环比回 落,但同比仍维持高增长,呈现"淡季不淡",终端需求表现较强,部分地区 置换补贴"重启"有望对国内需求形成一定支撑,国内乘用车新能源渗透率回 升至历史高点,新供给驱动下有望保持逐月提升趋势。 7 月汽车产量为 259.1 万辆,同比+13.3%,环比-7.3%,销量 259.3 万辆, 同比+14.7%,环比-10.7%,其中国内销售 201.8 万辆,同比+12.6%,环比- 12.7%,7月国内车市进入传统淡季,受车企产线设备调整检修、高温假等因 素影响,国内销量呈现季节性回落,同比高增速延续展现较强终端需求,7月 车市呈现"淡季不淡";出口销售 57.5 万辆,同比+22.6%,环比-2.8%,增 速继续回升,主要受益于新能源出口的拉动。1-7 月汽车累计销售 1826.9 万 辆,同比+12.0%,增速较 1-6 月扩大 0.6pct,分车型来看: 乘用车 7 月销售 228.7 万辆,同比+14.7%,环比-9.8%,其 ...

Group 1: Automotive Market Overview - In July, the total automobile sales in China reached 2.593 million units, marking a year-on-year increase of 14.7% [1] - The penetration rate of new energy vehicles (NEVs) exceeded 50% for the first time since December last year, with NEV sales accounting for 51.4% of total new car sales in July [3] - From January to July, NEV sales reached 8.232 million units, a year-on-year growth of 39.2% [3] Group 2: NEV Production and Battery Data - In July, NEV production was 1.243 million units, and sales were 1.262 million units, with year-on-year increases of 26.3% and 27.4% respectively [3] - The total battery production in July was 133.8 GWh, with a year-on-year growth of 44.3% [3] - The installed capacity of power batteries in July was 55.9 GWh, with a year-on-year increase of 34.3% [5] Group 3: Company Developments - Geely Automobile reported a revenue of 150.3 billion yuan for the first half of the year, a 27% increase year-on-year, with a net profit of 9.29 billion yuan [9] - Xpeng Motors signed an expanded strategic cooperation agreement with Volkswagen Group to integrate their electronic and electrical architecture into both electric and hybrid models in the Chinese market [13] - Great Wall Motors announced the pre-sale of its new Tank 500 model, priced between 360,000 and 388,800 yuan, featuring advanced driver assistance systems [6][8]

Group 1 - Huawei plans to officially open source UCM by September 2025, initially launching in the Magic Engine community and gradually contributing to mainstream inference engine communities and sharing with all Share Everything storage vendors and ecosystem partners [2] - Samsung is developing a 415mm x 510mm panel-level advanced packaging System on Panel (SoP) to compete for large-scale chip system integration orders against Intel and TSMC, utilizing a technology that eliminates PCB substrates and silicon interlayers [3] - Ford is recalling over 103,000 F-150 vehicles in the U.S. due to potential fatigue-related failures of rear axle hub bolts, highlighting the company's proactive responsibility in addressing safety concerns [4] Group 2 - JD Group CEO Xu Ran stated that the current subsidy war lacks innovation and creates a negative impact on the market, emphasizing that the company will not participate in harmful internal competition [5][6] - Micron announced a global halt on the development of future mobile NAND products due to ongoing weak financial performance in the mobile NAND market, while continuing to support other NAND solutions [6] - The film "Adventure" has surpassed 70 million yuan in total box office revenue within five days of its release [7] Group 3 - McDonald's clarified its recruitment of retired employees, stating that it adheres to legal regulations and provides compliant compensation and commercial insurance [8] - Douyin e-commerce has taken strict measures against infringement and counterfeiting, processing over 24,000 accounts for violations related to unauthorized use of creators' images and AI-generated content [9] - Galaxy Entertainment reported a 19% year-on-year increase in shareholder profit to 5.2 billion HKD for the first half of 2025, with net revenue rising 8% to 23.2 billion HKD [10] Group 4 - The all-new Tank 500 has officially started pre-sales with a starting price of 360,000 yuan, featuring advanced intelligent driving systems and achieving 7,289 orders within two hours of pre-sale [11] - Xiaomi's car sales personnel clarified that the requirement to settle over 200,000 yuan in remaining payments applies only to specific customers with special circumstances, aiming to improve delivery efficiency [12] - Former Honor CEO Zhao Ming denied rumors of joining Zhijie Auto, emphasizing his focus on personal recovery and planning [13][14]

Group 1 - The Tank brand under Great Wall Motors plans to enter the MPV market, aiming to capture a larger market share and stimulate demand with new product categories [1] - In the first seven months of this year, the Tank brand sold approximately 123,700 vehicles, a year-on-year decline of 8.19%, while the MPV market experienced a 25.3% growth with sales of 677,000 units [1] - The introduction of the new Tank 500 model, which includes popular features such as a refrigerator and smart TV, is part of the strategy to enhance sales and meet user demands [1][4] Group 2 - The Tank brand recognizes the importance of integrating advanced technology into their vehicles, as seen in the new Tank 500, which features the Coffee Pilot Ultra intelligent driving system [4][5] - The development of the Tank 500's intelligent driving capabilities involves higher costs and longer calibration periods compared to other models, indicating a significant investment in technology [5] - Market research shows that only 3% of off-road vehicle users are true enthusiasts, suggesting a broader market opportunity for the Tank 500 Hi4-Z intelligent version [5]

全新坦克500造型设计灵感来自中国古典建筑，借鉴传统建筑中的斗拱举折、宫灯丹陛，将"中式新豪华"的中正大气与 磅礴霸气的体量感合二为一，搭配高贵稀缺的"敦煌绿"全新车色，为中大型SUV市场注入新动能。不仅如此，全新坦 克500在焕新外观之下还隐藏着Coffee Pilot Ultra+Coffee OS 3，长城汽车第三代智能辅助驾驶系统+长城汽车全栈自研 的第三代智慧空间系统，以行业领先之姿开启智能越野新体验。 齐鲁晚报·齐鲁壹点 陈颖 8月11日，在坦克品牌"开启越野新时代"发布会上，全新坦克500智享版正式开启预售。新车定位为"全场景智能豪华越 野SUV"，推出全新坦克500 Hi4-T智享版、全新坦克500 Hi4-Z智享版，预售价分别为36.00万元、38.88万元。价值 26000元高速/城市NOA智慧领航辅助驾驶，车位到车位领航辅助；价值10000元17.3英寸后排娱乐屏；价值5000元智能 冷暖双用冰箱，三大智能配置全系标配。 在此基础上，预售期间订车尊享至高43000元5重豪礼，购车无忧礼：享3000元订金抵8000元购车尾款；安全无忧礼： 享价值6000元远红外夜视系统选装基金；舒享无忧礼 ...