坦克500智享版

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智通港股解盘 | 杰克逊霍尔年会考验鲍威尔 市场进入分化阶段
Zhi Tong Cai Jing· 2025-08-21 13:01
Market Overview - The Hong Kong stock market experienced a decline of 0.24% amid complex external conditions and concerns over upcoming remarks by Federal Reserve Chairman Jerome Powell at the Jackson Hole conference [1] - The geopolitical situation remains tense, with reports of large-scale airstrikes by Russian forces on Ukraine and renewed military actions in the Middle East [1][2] Company Performance - Chinese gold stocks, such as China Gold International (02099) and Chow Sang Sang (00116), saw significant gains, with increases of nearly 5% and over 7% respectively [1] - The Hong Kong Stock Exchange (HKEX) is considering extending trading hours, with plans for a 24-hour trading mechanism by 2026, although this may not be favorable for all investors [2] Digital Currency Developments - China is reportedly considering allowing the use of RMB-backed stablecoins, which could significantly enhance the internationalization of the RMB [3] - Related stocks in the stablecoin sector, such as ZhongAn Online (06060) and Guotai Junan International (01788), experienced notable increases [3] Health Sector Insights - The Chinese government has issued guidelines to promote ear and hearing health, which has positively impacted healthcare stocks like Dingdang Health (09886) and Ping An Good Doctor (01833) [3] Transportation and Logistics - China Railway Group announced a significant tender for high-speed trains, exceeding market expectations, which is likely to benefit companies like CRRC (01766) and Times Electric (03898) [3] - The shipping sector is poised for growth, particularly with the increase in trade with ASEAN countries, benefiting companies such as China Ocean Shipping (00598) and Sea Group (01308) [6] Individual Stock Highlights - Sea Group (01308) reported a revenue of approximately $1.6645 billion, a year-on-year increase of 28%, with a profit growth of 79.5% [7] - The company is expanding its fleet with new container ships to meet growing operational demands, which is expected to enhance its market position [8] - The demand for smaller container ships remains strong due to limited supply and economic growth in Southeast Asia [8]
港股异动 长城汽车(02333)涨超5% 哈弗猛龙2026款上市24小时订单超两万台 坦克500预售表现亮眼
Jin Rong Jie· 2025-08-21 03:24
智通财经获悉,长城汽车(02333)涨超5%,截至发稿,涨5.15%,报17.77港元,成交额4.1亿港元。 本文源自:智通财经网 消息面上,8月19日,长城汽车旗下哈弗猛龙2026款PHEV正式上市,新车售价为17.38万元-20.88万元, 限时优惠换新价为15.38万元-18.88万元。据官方公众号昨晚披露,哈弗猛龙2026款上市24小时订单突破 21856台。此前8月11日,长城汽车全新坦克500智享版开启预售,此次新款坦克500共推出两个版本,其 中Hi4-Z智享版预售价38.88万元,Hi4-T智享版预售价36.00万元,预售24小时订单突破11000台,预售首 个周末日订单突破1932台。 申万宏源指出,长城汽车二季度以来基本面逻辑未变,仍然聚焦魏牌与坦克两大高盈利品牌的放量。蓝 山升级与高山7上市后,魏牌月销有望冲击2万台,若后续新平台车型持续导入,销量天花板将进一步抬 升,将显著增强利润弹性。同时,坦克500预售表现亮眼。当前公司港股PE偏低,性价比高,短中期均 具备持续推荐价值,建议重点关注。 ...
港股异动 | 长城汽车(02333)涨超5% 哈弗猛龙2026款上市24小时订单超两万台 坦克500预售表现亮眼
智通财经网· 2025-08-21 02:43
申万宏源指出,长城汽车二季度以来基本面逻辑未变,仍然聚焦魏牌与坦克两大高盈利品牌的放量。蓝 山升级与高山7上市后,魏牌月销有望冲击2万台,若后续新平台车型持续导入,销量天花板将进一步抬 升,将显著增强利润弹性。同时,坦克500预售表现亮眼。当前公司港股PE偏低,性价比高,短中期均 具备持续推荐价值,建议重点关注。 长城汽车(02333)涨超5%,截至发稿,涨5.15%,报17.77港元,成交额4.1亿港元。 消息面上,8月19日,长城汽车旗下哈弗猛龙2026款PHEV正式上市,新车售价为17.38万元-20.88万元, 限时优惠换新价为15.38万元-18.88万元。据官方公众号昨晚披露,哈弗猛龙2026款上市24小时订单突破 21856台。此前8月11日,长城汽车全新坦克500智享版开启预售,此次新款坦克500共推出两个版本,其 中Hi4-Z智享版预售价38.88万元,Hi4-T智享版预售价36.00万元,预售24小时订单突破11000台,预售首 个周末日订单突破1932台。 ...
长城汽车涨超5% 哈弗猛龙2026款上市24小时订单超两万台 坦克500预售表现亮眼
Zhi Tong Cai Jing· 2025-08-21 02:43
申万宏源指出,长城汽车二季度以来基本面逻辑未变,仍然聚焦魏牌与坦克两大高盈利品牌的放量。蓝 山升级与高山7上市后,魏牌月销有望冲击2万台,若后续新平台车型持续导入,销量天花板将进一步抬 升,将显著增强利润弹性。同时,坦克500预售表现亮眼。当前公司港股PE偏低,性价比高,短中期均 具备持续推荐价值,建议重点关注。 长城汽车(601633)(02333)涨超5%,截至发稿,涨5.15%,报17.77港元,成交额4.1亿港元。 消息面上,8月19日,长城汽车旗下哈弗猛龙2026款PHEV正式上市,新车售价为17.38万元-20.88万元, 限时优惠换新价为15.38万元-18.88万元。据官方公众号昨晚披露,哈弗猛龙2026款上市24小时订单突破 21856台。此前8月11日,长城汽车全新坦克500智享版开启预售,此次新款坦克500共推出两个版本,其 中Hi4-Z智享版预售价38.88万元,Hi4-T智享版预售价36.00万元,预售24小时订单突破11000台,预售首 个周末日订单突破1932台。 ...
当硬派越野遇上智驾,长城的焦虑突围战
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-19 15:00
(原标题:当硬派越野遇上智驾,长城的焦虑突围战) 21世纪经济报道记者 焦文娟 长城正试图为硬派越野注入智能基因,以寻求新增量。 日前上市的全新坦克500智享版,成为长城首款搭载智能驾驶系统的硬派越野车型。这既是技术突破, 也暗藏着长城应对增长压力的突围野心。 事实上,长城内部曾为此纠结。 "之前我们一度认为越野车带智能驾驶可能不是个好方向。"坦克品牌 执行副总经理谷玉坤在接受21世纪经济报道记者采访时坦言。但销量压力最终推动决策。为了争取更大 的销量,长城希望智驾能为坦克品牌带来"如虎添翼"的动力。 毕竟,智驾功能对全新蓝山销量的赋能显而易见。在全新蓝山智驾版推出前,蓝山月销量长期徘徊在 2000-3000辆左右。2024年8月,全新蓝山智驾版正式上市,搭载 Coffee Pilot Ultra全场景NOA系统和 Coffee OS 3智慧座舱,销量开始回暖。根据杰兰路统计的数据,去年全新蓝山上市后次月销量超过6800 辆,今年前7个月,全新蓝山的累计销量超2.4万辆,同比增长58.5%。 如今,长城希望坦克品牌能够复制这一"智驾红利"。 然而,给硬派越野车装智驾,难度远超普通车型。"标定周期是其他车型的一 ...
当硬派越野遇上智驾 长城的焦虑突围战
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-19 14:57
Core Viewpoint - Great Wall is attempting to inject smart technology into its rugged off-road vehicles to seek new growth opportunities amid sales pressure [2][5] Group 1: Product Launch and Features - The newly launched Tank 500 Intelligent Edition is Great Wall's first rugged off-road model equipped with an intelligent driving system [2] - The Tank 500 Intelligent Edition comes in two versions, Hi4-T and Hi4-Z, with pre-sale prices of 360,000 yuan and 388,800 yuan, respectively, which is an increase of 25,000 yuan compared to non-intelligent driving versions [2] - The vehicle features the third-generation intelligent driving system Coffee Pilot Ultra, capable of "parking to parking" intelligent driving, and the third-generation smart cabin system Coffee OS3 [2] Group 2: Performance Upgrades - The electric motor power has been increased from 120 kW to 130 kW, with a significant torque increase to a declared 495 Nm, reaching up to 500 Nm in practice [2] - The upgrades aim to cater to urban users who may use the Tank 500 as an electric vehicle [2] Group 3: Market Strategy and Challenges - There is internal debate within Great Wall regarding the necessity of smart driving features in rugged off-road vehicles, but sales pressure has driven the decision to integrate these technologies [2][4] - The development of intelligent driving for off-road vehicles is more complex than for regular models, requiring a longer calibration period and significant cost investments [4] - Great Wall aims to expand the target audience from professional off-road enthusiasts to family consumers and light off-road lovers [4] Group 4: Sales Performance and Future Plans - Tank brand sales reached 135,000 units in the first seven months of the year, a decrease of 8.19% year-on-year, while Great Wall's total sales were 674,000 units, growing only 3.57% year-on-year, significantly lagging behind the industry growth rate of 12% [5] - Great Wall is also planning to develop non-body-on-frame MPVs to stimulate greater demand, indicating a strategic shift to find new growth avenues [5]
港股收盘 | 恒指收跌0.37% 京东健康领跑蓝筹 华虹半导体跌超6%
Zhi Tong Cai Jing· 2025-08-18 08:55
港股今日冲高回落,恒指及国指尾盘集体转跌,恒科指涨幅收窄至0.65%,此前一度涨超2%。截止收 盘,恒生指数跌0.37%或93.22点,报25176.85点,全日成交额为3127.83亿港元;恒生国企指数跌 0.06%,报9033.68点;恒生科技指数涨0.65%,报5579.18点。 华泰证券指出,8月以来,指数层面震荡中枢仍在上移,但波动率明显放大。当下,市场处于交易主线 相对缺乏、海外及国内重要事件等待验证的关键阶段,也正是仓位调整的窗口期,对后续行情并不悲 观。中报视角下,建议关注高景气估值性价比的游戏、互联网电商龙头;估值修复较多但业绩预喜率 高、增长预期有望上修的创新药和大金融,包括香港本地金融股。 蓝筹股表现 京东健康(06618)领涨蓝筹。截至收盘,涨8.41%,报66.4港元,成交额15.41亿港元,贡献恒指9.14点。 今年上半年,公司实现营收353亿元,同比增长24.5%,经调整经营利润25亿元,同比增长57%,经调整 净利润36亿元,同比增长35%。中金称,公司上半年两个季度基本面均超出市场预期,叠加港股估值整 体上升,公司作为多个指数的权重股亦迎来强劲表现。 其他蓝筹股方面,阿里健康 ...
港股收盘(08.18) | 恒指收跌0.37% 京东健康(06618)领跑蓝筹 华虹半导体(01347)跌超6%
智通财经网· 2025-08-18 08:51
智通财经APP获悉,港股今日冲高回落,恒指及国指尾盘集体转跌,恒科指涨幅收窄至0.65%,此前一 度涨超2%。截止收盘,恒生指数跌0.37%或93.22点,报25176.85点,全日成交额为3127.83亿港元;恒 生国企指数跌0.06%,报9033.68点;恒生科技指数涨0.65%,报5579.18点。 华泰证券指出,8月以来,指数层面震荡中枢仍在上移,但波动率明显放大。当下,市场处于交易主线 相对缺乏、海外及国内重要事件等待验证的关键阶段,也正是仓位调整的窗口期,对后续行情并不悲 观。中报视角下,建议关注高景气估值性价比的游戏、互联网电商龙头;估值修复较多但业绩预喜率 高、增长预期有望上修的创新药和大金融,包括香港本地金融股。 蓝筹股表现 京东健康(06618)领涨蓝筹。截至收盘,涨8.41%,报66.4港元,成交额15.41亿港元,贡献恒指9.14点。 今年上半年,公司实现营收353亿元,同比增长24.5%,经调整经营利润25亿元,同比增长57%,经调整 净利润36亿元,同比增长35%。中金称,公司上半年两个季度基本面均超出市场预期,叠加港股估值整 体上升,公司作为多个指数的权重股亦迎来强劲表现。 其他 ...
开启越野新时代:全新坦克500智享版背后的技术突破与价值重构
Zhong Guo Qi Che Bao Wang· 2025-08-15 02:51
%D 长城汽车 GWM 野球员 ur m 坦克SL IV 铁 汉 管 系 在硬派越野的世界里,"可靠"与"野性"是产品的核心标签。但随着汽车产业向智能化、电动化转型,越野车型也面临着新的命题:如何在保留硬核性能 的同时,融入智能科技与新能源优势?日前,全新坦克500智享版开启预售,带着"激光雷达+智能辅助驾驶"、"2.0版本Hi4-T混动系统"等重磅升级,试图定 义"下一代越野车"的价值。为此,记者采访了坦克品牌及长城汽车技术团队核心领导,揭秘这款车背后的技术突破与产品思考。 智能驾驶:为越野车装上"智慧大脑"的艰难之路 在越野车上搭载激光雷达与智能辅助驾驶,绝非普通SUV的技术平移,而是一场从零开始的挑战。坦克500智享版采用"激光雷达+视觉"的多传感器融合 方案,配备27个传感器、红外夜视系统及8295芯片,硬件规格直指行业顶级。但背后的开发难度,远超团队预期。 长城汽车技术中心副总经理姜海鹏表示,标定周期的成倍增长成为首道难关。越野车离地间隙大、车身姿态变化剧烈,传感器安装位置与普通车型完全 不同,导致感知算法必须彻底重构。为采集适配数据,团队额外投入30台专用数据采集车,其成本远高于普通展示车辆。以H ...
新车看点丨智能化加持,坦克500智享版走向家用领域
Guan Cha Zhe Wang· 2025-08-14 05:12
Core Viewpoint - The launch of the new Tank 500 Smart Edition marks a significant shift in the Tank brand's positioning from a focus on rugged off-road capabilities to a broader appeal that includes smart technology and luxury features [3][5]. Group 1: Product Launch Details - The Tank 500 Smart Edition is officially available for pre-sale, with two variants priced at 360,000 yuan and 388,800 yuan respectively [1]. - The new model features a redesigned front grille inspired by ancient Chinese architecture and incorporates advanced technology such as millimeter-wave radar and infrared thermal imaging [7]. - Interior upgrades include a 12.3-inch digital instrument panel and a 15.6-inch 2.5K floating central control screen, powered by the Coffee OS 3 interaction system [9]. Group 2: Market Positioning and Strategy - The introduction of the Tank 500 Smart Edition signifies the brand's entry into the family-oriented vehicle market, moving away from its traditional focus on hardcore off-road vehicles [5][6]. - The brand aims to expand its audience by appealing to consumers who prioritize comfort and smart features, thus broadening its market reach [6]. - The shift towards a more versatile vehicle aligns with the growing demand for family-oriented cars in the Chinese automotive market [6]. Group 3: Technological Advancements - The Tank 500 Smart Edition is equipped with the third-generation intelligent driving assistance system, Coffee Pilot Ultra, which supports full-scenario intelligent driving [10]. - The vehicle includes features such as a 5.4L car refrigerator and advanced seating options, enhancing its appeal as a family vehicle [10].