汽车行业周报 广汽埃安向华望汽车增资，小鹏大众扩大合作协议范围 中游制造/汽车 8 月 10 日至 8 月 16 日，汽车行业整体上涨 3.2%。根据中汽协公布的最新一期 数据，今年 7 月，我国汽车产销分别完成 259.1 万辆和 259.3 万辆，环比分别下 降 7.3%和 10.7%，同比分别增长 13.3%和 14.7%；1-7 月，累计产销完成 1823.5 万辆和 1826.9 万辆，同比分别增长 12.7%和 12%。协会分析指出，7 月车市进 入传统淡季，部分厂家安排年度设备检修，产销节奏有所放缓，环比呈现季节 性回落。但以旧换新政策效果继续显现，行业综合整治"内卷"工作取得积极 进展，企业新车型持续投放，助力车市平稳运行，同比实现增长。 ❑ 市场板块行情回顾 本周 CS 汽车+3.2%。本周（8 月 10 日至 8 月 16 日，下同）上证 A 指涨跌 幅为+1.7%，深证 A 指涨跌幅为+3.6%，创业板涨跌幅为+8.6%。本周各行业 板块多数上涨，涨幅居前的行业板块为 CS 通信（+7.1%）、CS 综合金融 （+7.1%）和 CS 非银行金融（+6.6%）。 汽车产业链各板块行情：本周 ...

Core Insights - Baolong Technology has secured a contract for the intelligent suspension system components for a high-end electric vehicle model from a well-known foreign EV startup, expanding on a previous contract for dual-chamber air spring electronic shock absorbers [2] - The total project lifecycle value of the intelligent suspension system exceeds 230 million yuan, with a lifecycle of 6 years and planned mass production in 2026 [2] - The closed air supply unit, developed in collaboration with partner Bost, features compact size, lightweight, low power consumption, and superior drying performance, along with excellent NVH performance and customizable development capabilities [2] - Baolong Technology has established an intelligent production line for closed air compressors at its Hefei park to meet the business development needs of the closed air supply unit [2] Additional Notes - In 2024, Baolong Technology secured its first overseas open air supply unit project in Europe, and this closed air supply unit marks its first overseas project [3]