场也有深刻研究。集团下一步在做好主业造出好车的同时， 也会将战略重心聚焦在前沿技术，内部改革整合科研资源， 外部借势借力，发挥央企资源禀赋，抢占新质生产力高地。 总体来说，既要依托制造平台的"硬实力"筑牢整车生产销 售的基本盘，也要凭借生态平台的"软实力"拓展服务盈利 空间，通过"硬软结合"的模式吸引并沉淀用户流量。 2.请问公司在未来新兴产业的规划？ 答：公司将持续打造新技术，守护用户新安全，加快布 局人形机器人、飞行汽车等未来新兴产业。 人形机器人领域，联合头部合作伙伴共同研发人形机器 人，突破机器人"大脑""能源""驱动"等核心技术。 飞行汽车领域，力争 2026 年实现首款载人飞行汽车产 品发布，2028 年实现量产交付，全面开展低空文旅、道路救 援、高层消防、能源作业等行业应用的市场拓展与商业化落 地。 证券代码：000625、200625 证券简称：长安汽车、长安 B 重庆长安汽车股份有限公司投资者关系活动记录表 编号：2025-20 | 投资者关系活 | □特定对象调研 □分析师会议 | | --- | --- | | 动类别 | | | | □媒体采访 □业绩说明会 | | | □新闻发布会 ...

Group 1: Collagen Industry Insights - Collagen is a vital component in the human body, providing strength, flexibility, and structural support to various tissues, including skin and bones [5][6] - The domestic recombinant collagen market is expected to grow significantly, with a projected CAGR of 41.4% from 2023 to 2027, surpassing the growth rate of animal-derived collagen at 27.7% [6][7] - The application of recombinant collagen spans various sectors, including aesthetic medicine, skincare, intimate health, and hair health, with significant market growth anticipated in each area [7][8] Group 2: Investment Recommendations - The report suggests focusing on companies like Jinbo Biological, which leads in recombinant collagen medical products, and Juzi Biological, known for its strong presence in the beauty market [8] - The domestic beauty care market is rapidly evolving, with increasing consumer acceptance of new products and a growing focus on efficacy and core ingredients [8] Group 3: Changan Automobile Company Overview - Changan Automobile reported a wholesale sales volume of 210,600 vehicles in July 2025, reflecting a year-on-year increase of 23.43% [11][12] - The establishment of the China Changan Automobile Group aims to enhance the integration of the industry chain and promote the development of new energy vehicles [13] - The company plans to launch over 50 global new energy products in the next five years, indicating a strong commitment to innovation and market expansion [13][14]

Group 1: Market Overview - Global asset performance showed mixed results, with A-shares and European stocks performing well while US stocks declined. Major commodities like crude oil, gold, and aluminum saw price increases, while copper prices fell. The US dollar index rose, leading to depreciation of non-US currencies [5][6][7] - In the domestic equity market, growth stocks outperformed financials, consumer, and cyclical sectors, with an average daily trading volume of 14,762 billion yuan. Among the 31 sectors, 27 sectors rose while 4 sectors fell, with real estate, steel, and non-bank financials leading the gains [6][7] Group 2: Changan Automobile Analysis - Changan Automobile reported a wholesale sales volume of 235,100 vehicles in June 2025, reflecting a month-on-month increase of 4.48% and a year-on-year increase of 4.81%. For the first half of 2025, total wholesale sales reached 1,355,300 vehicles, up 1.59% year-on-year [10][11] - The company’s new energy vehicle sales surged by 57.11% month-on-month and 6.31% year-on-year, indicating strong growth in this segment [10][11] - Changan's global strategy includes launching the Deep Blue S07 in Europe and plans to introduce six new energy models by 2027, aiming for significant market penetration in various regions including Southeast Asia and South America [12][13] Group 3: Machinery Equipment Industry Insights - The excavator market saw a significant increase in domestic sales, with a year-on-year growth of 22.9% in the first half of 2025. In June alone, domestic sales grew by 6.2% [15][16] - Exports of excavators also increased, with a year-on-year growth of 19.3% in June, driven by improved trade conditions. The demand for construction machinery is expected to continue rising due to ongoing infrastructure investments [17][18] - The loader market also showed steady growth, with domestic sales increasing by 13.6% in June and a total of 64,769 units sold in the first half of 2025, reflecting a year-on-year increase of 13.6% [15][18] Group 4: Technical Analysis of the ChiNext Index - The technical conditions of the ChiNext index in July 2025 are similar to those in December 2019, both having experienced significant corrections followed by potential upward trends. The index is currently facing important resistance levels that, if broken, could lead to substantial upward movement [21][22][23] - The index has shown signs of positive momentum with key moving averages indicating upward trends, suggesting a potential for further gains if resistance levels are surpassed [26][27][28]