计算机 1. 《英伟达野望：以 Lepton 打造全球算力 聚合平台》 2025-08-10 2. 《海外 AI 正在发生什么？》 2025- 08-03 3. 《H20 解禁背后——国产算力加速进行 时》 2025-07-27 投资评级:看好(维持) 最近 12 月市场表现 -5% 14% 32% 51% 69% 88% 计算机 沪深300 分析师 杨烨 SAC 证书编号：S0160522050001 yangye01@ctsec.com 分析师 王妍丹 SAC 证书编号：S0160524040002 wangyd01@ctsec.com 7 月车市运行日益平稳，理想首发 VLA 大模型 相关报告 ②工信部发布多款重点品牌的热门车型，小鹏首款增程车亮相。车东西 8 月 8 日消息，国家工信部发布了第 398 批《道路机动车辆生产企业及产品公告》， 其中有多款重点品牌的热门车型。小鹏 X9 出现在了此次工信部公示信息中， 其产品名称为插电式增程混合动力多用途乘用车，说明其为增程式车型。在 工信部公示后，小鹏汽车董事长、CEO 何小鹏在社交媒体发文，表示小鹏 X9 增程版会在第四季度正式推出，目前正在进行车辆的 ...

Investment Rating - The report maintains a positive outlook on the automotive industry, indicating a "Buy" rating for the sector [1]. Core Insights - The report highlights the potential of robotics in reducing costs and expanding applications in various fields, including home companionship, healthcare, logistics, and industrial sectors. It suggests that the robotics market will experience a surge similar to the early days of autonomous driving [4]. - The report emphasizes the importance of companies with strong scene implementation capabilities and suggests focusing on high-end markets and strong alpha enterprises such as NIO, JAC, Li Auto, and Xiaomi [4]. - The automotive market is expected to see numerous new model launches and deliveries in August, driven by supply and strong alpha performance [4]. Industry Updates - In the week of July 28 to August 3, 2025, retail sales of passenger cars reached 462,000 units, a month-on-month increase of 5.24% but a year-on-year decrease of 1.28%. Traditional energy vehicles sold approximately 217,000 units, while new energy vehicles sold 245,000 units, with a penetration rate of 53.03% [4]. - The automotive industry recorded a total transaction value of 523.07 billion yuan, with the automotive index rising by 2.68% during the week [4][22]. - The report notes that traditional and new energy raw material price indices have both increased recently, indicating rising costs in the industry [4]. Market Situation - The automotive industry index outperformed the Shanghai Composite Index, ranking 7th among all sectors in terms of weekly growth [22]. - A total of 259 automotive stocks rose, while 31 fell, with the largest gainers being Zhongma Transmission, Huami New Materials, and Aerospace Science and Technology [28]. Key Events - The 2025 World Robot Conference showcased advancements in embodied intelligence and robotics, highlighting the potential for industrial applications [5]. - BYD announced an OTA upgrade for its Song L EV model, enhancing its intelligent driving capabilities [10]. - The launch of the Geely Galaxy A7 fills a gap in the mid-size car market, with a price range of 81,800 to 117,800 yuan [17][18]. Investment Recommendations - The report recommends focusing on domestic strong alpha manufacturers such as Li Auto, NIO, Xiaomi, and Xpeng, as well as companies involved in intelligent trends and state-owned enterprise reforms [4]. - It suggests monitoring component manufacturers with strong performance growth and robotics capabilities, recommending companies like Fuyao Glass and New Spring [4].

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 吉利银河 A7 上 市 ，限时指导价 8.18-11.78 万元； 奥迪 Q6 e-tron家族上市，售价34.88-39.88万元； 理想 i8 统一版本配置，售价调整为 33.98 万元； 新款智界 R7 、智界 S7 开启预售； 全新小鹏P7开启预售，6分37秒小订数破1万台； 新款MG4开启预售，预售价7.38-10.58万元； 工信部发布第398批新车： 新款极氪 001； 全新问界 M7； 小鹏 X9 增程版； 昊铂 A8； 广汽埃安 i60； 深蓝 L06； 岚图追光 L； 北汽极狐 T1； 新款哈弗猛龙 亮相； 长安启源全新 Q05 官宣； 五菱缤果S首发亮相； 公司动态： 别克至境 L7 首发搭载真龙增程系统； 神州租车将引入10万台宁德时代巧克力换电车型； 小马智行正式启动上海浦东自动驾驶出行服务； 萝卜快跑与出行平台 Lyft 达成战略合作，2026年进入欧洲市场； 特斯拉给马斯克开出约 290 亿美元股权激励； 新车上市 1 、 吉利银河 A7 上市 限时售价 8.18-11.78 万元 8 月 8 ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新 能源圈大事小事 看我们就够啦～ 工信部发布第 398 批新车： 1 、 新款极氪 001 新款极氪 001； 全新问界 M7； 小鹏 X9 增程版； 昊铂 A8； 广汽埃安 i60； 深蓝 L06； 岚图追光 L； 北汽极狐 T1； 415 5 197 e ZEEKR p== Hile ত্রত। (2) - - 选装套色车身 225 n All 选装标识 | ZEEKR E production of m m 选装后尾翼 R 牵引专用装置展开状态 P 选装后视镜 牵引专用装置收缩状态 选装前保险杠 选装后保险杠 无牵引专用装置状态 选装轮铜 新车长宽高车身尺寸分别为 4977*1999*1545/1533mm 、轴距 3005mm ；单电机版最高功率 370kW ，双电机版前后功率为 310/370kW ，总功率达 680kW 。 全新极氪 001 登录工信部的同时，官方也发布了今年下半年更新计划：极氪 001 将搭载 Thor-U 芯片和 900V 高压系统，内外饰细 ...