贵州遵义铝业股份有限公司车间里，电解槽熔炼滚烫的铝水；调度指挥中心大屏上，电解槽分子比数值 定格在2.42。 一年可为企业节电7000万千瓦时，减少费用约4000万元，"人工智能炼铝师"有啥绝招？ 这是贵州充分发挥资源优势、延伸产业链条的一个样本。聚焦精深用矿，贵州推进磷、锰、铝等产业延 链补链，磷化工产业提高精细磷酸盐等高附加值产品比重，铝化工产业加快发展高强度铝合金、汽车轻 量化材料。 "全省资源精深加工基地亿元以上在建项目共有100多个，总投资超1200亿元，一批百亿元级、千亿元级 的矿业产业集群正在培育。"贵州省工业和信息化厅厅长敖鸿介绍。 在此基础上，贵州坚持"动力电池+储能电池"双赛道布局、"新能源汽车+新型储能系统"双延伸发展，推 动整车全链条发展。 目前，贵阳弗迪电池二期项目、宁德时代新能源电池贵州基地已建成，吉利银河E5、长江电动重卡等 实现量产。今年前5月，贵州汽车产量达8万辆、同比增长320.2%，其中新能源汽车产量超7.1万辆。 数实融合，生产智能化—— "电解铝生产就像炒菜，分子比就如同调料配比，必须精准，才能保证品质。"遵义铝业首席技术官王明 刚介绍，"人工智能炼铝师"指的是公司联 ...

齐鲁晚报•齐鲁壹点记者 戚淑军 7月11日，"全球家轿新标杆"吉利银河A7正式开启预售。吉利银河A7共推出5个版型，分别是150km星舰版、150km探 索+版、150km远航版、70km探索版、70km启航版，官方预售指导价为10.38万元-13.38万元。据悉，吉利银河A7将于 本季度迎来正式上市。 即日起，用户可通过吉利银河APP、微信小程序、抖音小程序及官网等官方渠道下订，下订用户即享500抵1500元订金 券、限时免费享价值2000-5000元配置升级、优先提车权等丰厚权益。另外，预售期间下订70公里探索版及以上版型的 用户，还可限时免费享价值8800元16扬Flyme Sound无界之声，包含16扬声器（含头枕音响）+1000w功放。 作为百万银河里程碑后的全新力作，吉利银河A7基于GEA全球智能新能源架构打造，首发搭载雷神AI电混2.0、全新 Flyme Auto智能座舱等领先科技成果，以2L级油耗、超2100km续航、2845mm轴距树立全球家轿新标杆。同时，在智 能化和安全配置等方面，吉利银河A7也带来越级的产品体验，在主流家轿市场展现出"代际领先"的强大竞争力。 吉利银河A7续航表现同样出 ...

Core Insights - The domestic automotive market is experiencing significant changes, with BYD and SAIC leading traditional automakers with over 2 million units sold, while Geely shows a remarkable growth rate of 47% [1][2] - New energy vehicle (NEV) sales are driving growth, with companies like Leap Motor and Xiaomi making notable gains, while NIO and Lantu face sales pressures [1][2][3] - The second half of the year is expected to see intensified competition across various dimensions, including product offerings, technology, cost control, and supply chain resilience [1] Group 1: Traditional Automakers - BYD leads the market with 2.146 million units sold in the first half of 2025, with 470,000 units coming from overseas, marking a 132% year-on-year increase [2] - SAIC follows closely with 2.053 million units sold, achieving a 21.1% year-on-year growth in its domestic brand sales [2] - Geely's total sales reached 1.409 million units, with NEV sales contributing significantly, totaling 725,200 units, a 126% increase year-on-year [2] Group 2: New Energy Vehicle Makers - Leap Motor emerged as a dark horse with a 221.6% year-on-year increase, delivering 221,700 units in the first half of 2025 [1][3] - Xiaomi's SU7 achieved over 150,000 deliveries, with the new YU7 model receiving over 200,000 orders within three minutes of its launch [3] - NIO's sales were only 114,000 units, with Lantu and other brands struggling to meet sales targets, indicating a growing divide in the new energy vehicle sector [3] Group 3: Market Trends and Future Outlook - The automotive market is benefiting from government subsidies, with over 4.12 million applications for vehicle trade-in subsidies, of which over 53% are for NEVs [4] - A total of 138 billion yuan in central funding will be distributed in the second half of the year to support the market [4] - New models are set to launch in July, including vehicles from XPeng, Chery, and others, as companies aim to meet their annual sales targets [4] - The industry forecast for 2025 has been revised upward, predicting retail sales of 24.05 million passenger vehicles, a 5% year-on-year increase [5]

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]

《汽车智能驾驶技术及产业发展白皮书》发布 7月8日，由中国汽车技术研究中心牵头、清华大学与华为参与撰写的《汽车智能驾驶技术及产业发展白皮书》正式联合发 布。该白皮书以宏观角度系统阐述智能驾驶产业未来发展图景，涵盖智能驾驶相关概念、技术演进路径、产业化实现方案、多 元化应用场景、全维度安全体系构建、产业生态协同发展及未来趋势研判，覆盖GB/T40429-2021标准定义的L0-L5驾驶自动化全 场景功能体系。 乘联分会：6月新能源乘用车国内零售销量达111万辆，同比增长29.7% 7月8日消息，乘联分会数据显示，6月新能源乘用车国内零售销量达111.1万辆，同比增长29.7%；1-6月累计零售546.8万 辆，同比增长33.3%。 四部门：加强运输途中意外伤亡货车司机帮扶救助 国内新闻 中国乘用车企业平均燃料消耗量同比下降12.4% 工业和信息化部近日公告2024年度中国乘用车企业平均燃料消耗量与新能源汽车积分情况。2024年度，中国境内117家乘用 车企业共生产/进口乘用车2318.9万辆（含新能源乘用车，不含出口乘用车），WLTC工况下行业平均燃料消耗量为3.31升/100公 里，同比下降12.4%。 铃木 ...

产业观察 【智能车产业跟踪】拼吧出行完成千万级 Pre- 产业研究中心 A 轮融资,加速布局 AI 驱动定制出行 摘要:产业最新趋势跟踪,点评产业最新风向 0 信息速递 汽车月度销量榜: 6月新势力终端销量榜前三名为零跑(4.8万辆,环比6.5%)、问界(4.47辆, 环比 22.9%)、理想(3.63 辆,环比-11.2%)。 新车发布: 6/30-7/06 发布的新车:比亚迪海鸣自在版、上汽大通大家 9 PHEV、吉利银河 E5、东风风行星海 S7、小鹏 G7、比亚迪海豹 06DM-i 旅行版。 0 锂电资讯 据 Wind,SMM 数据,近期电芯、模组、PACK 价格平衡震荡,电池级碳酸锂 价格震荡上行,7月4日均价报 6.23万元/吨。受7月需求预期改善的影响, 现货价格止跌企稳,且呈现出小幅回升态势。后续,仍需密切关注 7月需求端 的实际恢复情况。 | | ર્ | 王浩(分析师) | | --- | --- | --- | | | S | 021-38676666 | | | 登记编号 | S0880513090004 | | 辆, | | | | | S | 张涵(研究助理) | | 限河 | 8 ...

Group 1 - Geely Auto raised its annual sales target by 10.7% from 2.71 million to 3 million units, reflecting the company's confidence in its growth for the year [1] - In June, Geely's total sales reached 236,000 units, a year-on-year increase of 42.1% and a month-on-month increase of 0.4% [1] - New energy vehicle sales in June were 122,400 units, showing a year-on-year growth of 85.5%, although there was a month-on-month decrease of 11.3% [1] Group 2 - The sales of the Geely brand in June were 193,000 units, representing a year-on-year increase of 58.8% and a month-on-month increase of 2.3% [2] - Geely Galaxy's sales in June reached 90,200 units, a significant year-on-year increase of 201.8%, despite a month-on-month decrease of 11.4% [2] - The Galaxy A7, featuring advanced technology and competitive pricing, is expected to boost the sales of Geely's new energy vehicles further [2] Group 3 - Zeekr brand sales in June were 16,700 units, a year-on-year decrease of 16.9% and a month-on-month decrease of 11.7% [3] - Lynk & Co brand sales in June were 26,300 units, showing a year-on-year increase of 7.7% but a month-on-month decrease of 4.8% [3] - The introduction of the Zeekr 9X, featuring innovative hybrid technology, is anticipated to positively impact Zeekr's sales in the upcoming quarters [3]

Core Viewpoint - Guotai Junan Securities upgraded Geely Automobile's annual sales target by 10.7% based on better-than-expected sales performance in the first half of the year [1] Group 1: Sales Performance - Geely's sales performance in the first half of the year exceeded expectations, prompting an upward revision of the annual sales target [1] - The sales of Geely's Galaxy model continue to show significant year-on-year growth, contributing to overall sales improvement [1] Group 2: Profitability and Ratings - The scale effect from increased sales is expected to enhance Geely's profitability [1] - Guotai Junan Securities maintains a "Buy" rating for Geely, setting a target price of HKD 24.69 [1]

吉利汽车 00175.HK 公司研究 | 动态跟踪 | 上调全年销量目标，预计规模效应将促进 | | --- | | 盈利能力提升 | 核心观点 盈利预测与投资建议 ⚫ 略调整收入等，预测 2025-2027 年 EPS 分别为 1.50、1.76、2.13 元（原为 1.36、 1.54、1.94 元），维持可比公司 25 年 PE 平均估值 15 倍，目标价 22.50 元人民 币，24.69 港元（1 港元=0.9115 元人民币），维持买入评级。 风险提示 吉利、领克、极氪品牌销量低于预期风险、成本控制不及预期风险。 公司主要财务信息 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 179,204 | 240,194 | 319,444 | 381,363 | 442,685 | | 同比增长 (%) | 21.1% | 34.0% | 33.0% | 19.4% | 16.1% | | 营业利润(百万元) | 3,806 | 7,644 | 14,116 | ...

最近这两年，车企们就像找准了风口一般疯狂推出大6座SUV，从空间卷到配置，从三电卷到价格……其中，就包括今天想和大家聊聊的吉利银河M9。 本以为这台吉利旗舰平平无奇，但没想到滑布李摸到实车后直呼NB—— 果然，在摸到一台好车之后的喜悦是藏不住的 。 关注 「电动车公社」 和我们一起重新思考汽车 那么，吉利银河M9究竟藏着哪些设计细节？又能否凭借功能上的巧思和强悍的配置，在6座大SUV市场夺得一席之地？（文字版，给大家附在下面了） 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 在滑布李看来，吉利银河M9就是一台"利用吉利品牌的技术能力，打造的比较实用、且足够好看的车"。 在聊车之前，先简单过一遍外观。 吉利银河M9的车头车尾采用了 星汉涟漪 的设计，这种双层镭雕工艺在内部设置了多层大小不一的亮片，配合LED的点缀，能在不同的角度下，看起来都亮闪 闪的。 ADB大灯支持随动转向、自适应远近光，能让大灯自动避开前方来车和行人。吉利银河的工程师也很自豪地表示，这个灯的亮度是行业里最亮的。 有意思的是，银河M9在原本雾灯框的位置致敬了一下沃尔沃，在这里放了一把"雷神之锤" 。 一方面，在视觉上隔开前保险杠和下 ...