2025 AGIC深圳（国际）通用人工智能大会暨深圳（国际）通用人工智能产业博览会今天在深圳国际会 展中心拉开帷幕。本届大会规模空前，超1000家全球品牌企业携黑科技亮相，30余国超1.1万名海外采 购商提前锁定席位。8万平方米的展区内，千余家企业呈现了"全产业链+多场景"的技术矩阵，全面覆盖 人形机器人、大模型、具身智能、智能终端等AI全产业链环节。约12万专业观众汇聚于此，大会汇聚 了来自德国、法国、日本、新加坡等20个国家的顶尖科技力量。20余家日本企业组团展示 AI医疗设 备、智能无人机等协同技术，带来如RobinX 株式会社的农业机器人、ROKAE 精机的协作机器人等前 沿产品与中国企业共同探索"技术互补 + 市场共享"的合作模式。大会有100项前沿AI技术全球首发。百 度将开源文心4.5系列模型，该模型在文本、多模态基准测试中达到SOTA水平，其开源方案有望引发全 球行业共鸣；比亚迪（002594）携方程豹、腾势旗舰车型重磅登场，观众可感受其AI辅助驾驶带来的 安全与便捷，深度体验"AI + 汽车"的独特魅力。据悉，大会举办时间为8月27日至8月29日，为期3天。 以下图片为大会现场。（宋春雨/图 ...

长沙晚报掌上长沙8月26日讯(全媒体记者 曹开阳)中国车企在全球汽车市场的影响力在加速显现。统计 显示，今年7月，比亚迪销量达344296辆，其中海外销售80178辆，同比增长159.5%。在巴西、西班 牙、意大利等国，比亚迪稳坐新能源销冠，成为海外市场和用户的信任之选。 7月，比亚迪在巴西销售9691辆，同比大增60%，跻身品牌榜前十，位居新能源销量榜第一。海鸥售出 3011辆，同比激增102.4%；宋PLUS销量1825辆，成为第二大畅销车型。丰富的产品矩阵实现纯电+插 混的全覆盖，精准切入不同需求的消费客群，是很多巴西人民的购车首选。 | | | 2025年7月巴西汽车市场品牌 新能源销量TOP10 | | --- | --- | --- | | 排名 | 品牌 | 销量(辆) | | 1 | 比亚迪 | 9691 | | 2 | 长城 | 2597 | | 3 | 沃尔沃 | 731 | | 4 | 欧萌达&杰酷 | 721 | | 5 | 丰田 | 325 | | 6 | 广汽 | 271 | | 7 8 | 三菱 幸马 | 262 257 | 在西班牙，比亚迪7月份以2158辆的单月销量荣获新能源 ...

Core Viewpoint - The 2025 AGIC Shenzhen International General Artificial Intelligence Conference and Industry Expo will take place from August 27 to 29, showcasing advancements in AI and robotics, with over 1000 companies participating [2][3]. Group 1: Event Overview - The conference theme is "Model-Driven, Intelligent Future," with an exhibition area of 80,000 square meters [3]. - Major companies such as Tencent, Huawei, UBTECH, and Baidu will present their latest technologies, including Baidu's open-source Wenxin 4.5 model [3]. - The event will highlight Shenzhen's advantages in the robotics industry, featuring local companies known as the "Eight Golden Kings" and "Thirteen Protectors" [3]. Group 2: International Participation - Over 20 Japanese companies will participate, showcasing solutions in agricultural and collaborative robotics [3]. - The event will include professional forums on core topics like embodied intelligence, large models, humanoid robots, and computing power, with speakers from more than 20 countries [5]. Group 3: Innovations and Reports - Approximately 100 groundbreaking technologies in AI chips, generative AI, and intelligent terminals will debut at the conference [5]. - New products such as humanoid robots, massage robots, and chest diagnostic robots will be showcased [4][5]. - The conference will release the "China Artificial Intelligence Industry White Paper" and the "Artificial Intelligence Development Characteristics (Greater Bay Area Plan)" [5].

Core Viewpoint - The "Purchase in China 2025" campaign aims to boost consumption and expand domestic demand by promoting the sales of new energy vehicles (NEVs) in rural areas of Shandong province, integrating green travel with rural revitalization efforts [1][45]. Group 1: Event Overview - The event was launched on August 15 in Tai'an, Shandong, focusing on the county and township markets to unlock the consumption potential of NEVs [1]. - The theme of the event is "Enjoy Consumption, Renew Travel," driven by a dual approach of policies and activities [1]. Group 2: Organizers and Participants - The event is co-hosted by the Shandong Provincial Department of Commerce and the Dazhong Media Group, with support from local government and media [4]. - Over 50 well-known automotive brands and hundreds of NEV models were present, providing a one-stop shopping platform for consumers [4]. Group 3: Promotional Offers - Major car manufacturers are offering significant discounts and incentives during the event, including trade-in bonuses and financial plans [8][15]. - Tesla is providing a "five-year interest-free" financing option along with an 8,000 yuan insurance subsidy [8]. - BYD is offering a 6,999 yuan benefits package for a 99 yuan deposit, with discounts on various models ranging from 6,000 to 10,000 yuan [15]. Group 4: Policy Support - The event emphasizes the implementation of national trade-in and scrapping subsidy policies, with dedicated areas for policy interpretation and consultation [41]. - The "policy package" includes purchase subsidies, trade-in benefits, and special price models to ensure consumers understand and can easily access the discounts [41]. - Shandong province has seen a leading growth rate in retail sales, with 247,000 vehicle scrapping applications in the first half of the year, indicating strong market activity [41]. Group 5: Future Outlook - The campaign is expected to create a wave of enthusiasm for NEVs across the province, with ongoing efforts to innovate consumption scenarios and implement policies [45]. - The goal is to accelerate the adoption of NEVs in households, contributing to the green economy and rural revitalization [45].

Group 1 - The core viewpoint of the report is a recommendation for BYD (002594.SZ) based on its strong performance in high-end vehicle capabilities and brand development [2] - High-end models demonstrate off-road, wading, sand slope, and track capabilities, showcasing the technical value of the vehicles [2] - The leadership change in Tengshi is expected to strengthen the systematic construction of the brand [2] Group 2 - The report emphasizes the reaffirmation of the high-end strategy, driven by technology with three models: Tengshi, Fangchengbao, and Yangwang [2] - Potential risks include lower-than-expected sales in the automotive industry and for new models, as well as the impact of EU tariffs on overseas sales and profits [2]

Core Viewpoint - BYD announced a total sales figure of 344,296 vehicles in July, with cumulative sales reaching 2,490,250 vehicles from January to July 2025, and total new energy vehicle sales exceeding 13 million units [1] Sales Breakdown - The Ocean and Dynasty series of BYD sold a total of 315,136 vehicles in July [1] - The Fangchengbao series recorded sales of 14,180 vehicles [1] - The Tengshi series sold 11,375 vehicles, while the Yangwang series had sales of 339 vehicles [1] - Cumulative overseas sales of passenger cars and pickups reached 550,264 vehicles [1]

Group 1 - BYD achieved the highest sales in June and the first half of 2025, with total sales of 383,000 units in June and 2.146 million units in the first half, making it the only company to exceed 2 million units [1][3] - The Dynasty and Ocean series contributed significantly to BYD's success, selling 1.972 million units, securing the top brand sales position [3] - BYD's technological advancements include over 1 million vehicles equipped with the "Heavenly Eye" intelligent driving system, and the popularity of the Super e-platform, with models like Han L and Tang L consistently selling over 10,000 units per month [6] Group 2 - The high-end brands of BYD, including Fangchengbao, Tengshi, and Yangwang, sold a total of 142,000 units in the first half, marking a year-on-year growth of over 69% [6] - The overseas market showed remarkable growth, with sales reaching 472,000 units in the first half, a 132% increase compared to the previous year, surpassing total sales from the previous year [6] - BYD's commercial vehicle segment also performed well, exporting 2,082 new energy buses, a 45% increase year-on-year, capturing a market share of 27.29% [6]

Core Insights - The Chinese automotive market has shown strong performance in the first half of 2025, with retail sales of narrow passenger cars reaching 10.901 million units, a year-on-year increase of 10.8% [1] - Domestic brands have captured a significant market share of 64%, indicating their dominance in the Chinese market [1] - BYD leads the sales chart with 2.146 million units sold, while Geely has seen a remarkable growth rate of 47% year-on-year [1][12] - New energy vehicle sales are on the rise, with companies like Leap Motor and XPeng showing significant growth [1][19] Group 1: Overall Market Performance - As of June 2025, the cumulative retail sales of narrow passenger cars in China reached 10.901 million units, reflecting a 10.8% increase compared to the previous year [1] - Domestic brands have increased their market share to 64%, solidifying their position in the market [1] - BYD has achieved a sales volume of 2.146 million units, maintaining its position as the top seller [12] - Geely's sales have surged by 47%, prompting the company to raise its annual sales target to 3 million units [1][12] Group 2: Performance of New Energy and Emerging Brands - Leap Motor has emerged as a leader among new energy vehicle manufacturers, with monthly sales nearing 50,000 units [1] - XPeng has also shown impressive growth, selling more vehicles in the first half of 2025 than in the entire previous year [1] - The new energy vehicle segment is experiencing rapid growth, with companies like BYD and Geely leading the charge [12][19] Group 3: Traditional Automakers' Performance - Some traditional automakers are showing signs of recovery, with brands like FAW-Volkswagen and SAIC Volkswagen reporting positive year-on-year growth [1][9] - FAW Toyota has seen a significant increase of 16% in sales, indicating a rebound in the joint venture segment [1][9] - However, brands like GAC are struggling, with a decline in sales, highlighting the challenges faced by traditional automakers [1][9] Group 4: Export Performance - SAIC has become a leader in overseas sales, with 494,000 units sold, accounting for nearly 25% of its total sales [10] - Changan has also made strides in international markets, with overseas sales exceeding 300,000 units, a growth of over 45% [10] - GAC has reported a 45.6% increase in overseas sales, completing 55% of its annual export target [10]

Core Viewpoint - The automotive industry is experiencing a significant divergence in sales performance among various brands, with domestic brands showing strong growth while joint venture brands face challenges [1][4]. Group 1: Sales Performance - BYD achieved a May sales figure of 382,500 units, a year-on-year increase of 15.28%, maintaining its position as the top-selling brand [5]. - Chery Group also reported strong performance with May sales of 205,700 units, reflecting a 19.10% increase [2]. - Geely's new energy brand saw a remarkable growth of 135.20% in May, with sales reaching 138,000 units [2]. - SAIC's total vehicle wholesale sales in May reached 366,000 units, a 10.2% year-on-year increase, with its self-owned brands accounting for 64% of total sales [9]. Group 2: New Energy Vehicles - New energy vehicle brands are leading the market, with Li Auto and Xpeng Motors reporting significant year-on-year growth in May, with Xpeng achieving a 230% increase [14]. - The new energy vehicle segment is expected to benefit from government policies aimed at promoting rural sales, with a new catalog released that includes multiple brands [19]. Group 3: Export Performance - BYD exported 89,000 new energy vehicles in May, accounting for nearly a quarter of its total sales, with significant growth in European markets [20]. - Chery Group's exports reached 100,700 units in May, marking a 7.7% increase [21]. - Geely's overseas exports exceeded 30,000 units in May, with a total of over 140,000 units in the first five months [22]. Group 4: Market Trends and Challenges - The automotive industry is witnessing a shift towards increased exports as domestic competition intensifies, with companies facing challenges such as complex regulations and resource allocation [22][23]. - The need for a unified database to enhance competitiveness in overseas markets has been highlighted as essential for Chinese automotive brands [23].

Core Viewpoint - The electric vehicle market in May remains robust, with leading companies like BYD, Geely, and Chery implementing limited-time discounts to boost sales, while the overall sales landscape is experiencing fluctuations in rankings among brands [1][2]. Group 1: BYD Performance - BYD's total passenger car sales in May reached 376,930 units, with the Dynasty and Ocean series contributing 348,393 units, marking a year-on-year growth of 10.5% [2][5]. - The sales of BYD's Fangchengbao model surged by 418.2% year-on-year, while Tengshi and Yangwang also showed positive growth of 29.3% and minimal sales respectively [5][6]. - BYD's monthly sales have stabilized around 400,000 units, indicating a need for price adjustments to maintain its leading position amid increasing competition [8]. Group 2: Geely Performance - Geely's new energy vehicle sales in May totaled 138,021 units, with the Galaxy brand achieving over 100,000 units, demonstrating effective cost reduction strategies [9][10]. - The performance of Geely's Lynk and Zeekr brands is nearly equal, indicating a successful tiered strategy in its high-end market approach [12]. Group 3: Other Notable Performances - SAIC-GM-Wuling's new energy sales reached 74,201 units, reflecting strong demand for affordable electric vehicles [13][16]. - Leap Motor achieved a record delivery of 45,067 units, marking a year-on-year growth of over 148% [17][20]. - AITO's total deliveries in May were 44,454 units, with the M9 model contributing significantly to the overall performance [21][22]. - Li Auto delivered 40,856 units, showing steady growth amid increasing competition in the extended-range electric vehicle market [29]. - XPeng Motors reported 33,525 units delivered, with a year-on-year growth of 230%, continuing a trend of over 30,000 units for seven consecutive months [30][33]. - Great Wall Motors' new energy sales reached 32,638 units, benefiting from the launch of new models [35]. - NIO delivered 23,231 units, with a year-on-year growth of 13.1%, indicating a stable performance despite a quieter market presence [46][49]. - Changan's QiYuan brand delivered 18,899 units, showing effective penetration in lower-tier cities [52]. - BAIC's new energy sales reached 17,120 units, with its subsidiary, ARCFOX, achieving a record high of 13,509 units [54]. - Avita and Lantu both reported deliveries of 12,767 and 10,022 units respectively, indicating stable performance in the high-end segment [57][59].