Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models from various manufacturers, detailing their specifications, market segments, and expected launch dates. Group 1: Upcoming Vehicle Models - Changan Mazda's EZ-60 is set to launch on September 26, 2025, categorized as a B SUV with a price range of 119,900 to 160,900 CNY [10]. - Volvo's XC70 will also debut on September 26, 2025, classified as a C SUV, with prices ranging from 416,900 to 496,900 CNY [18]. - GAC Motor's Chuanqi Xiangwang S7 is scheduled for release on September 27, 2025, in the C SUV segment, priced between 159,800 and 179,800 CNY [26]. - FAW-Volkswagen's Golf will launch on September 27, 2025, as an A HB with a price range of 129,900 to 158,900 CNY [34]. - BYD's Fangchengbao Titanium 3 is expected to be available on September 27, 2025, as an A SUV, priced at 149,800 CNY [90]. Group 2: Specifications and Features - The Changan Mazda EZ-60 features a 1.5L range extender engine and EVT transmission, with a maximum power output of 72 kW and a torque of 190 Nm for the electric motor [10]. - The Volvo XC70 is equipped with a 1.5T plug-in hybrid engine, offering a power output of 120 kW and a torque of 255 Nm [18]. - GAC Motor's Chuanqi Xiangwang S7 utilizes a 1.5T plug-in hybrid engine, delivering 118 kW and 220 Nm of torque [26]. - FAW-Volkswagen's Golf is powered by a 1.5T engine, producing 118 kW and 250 Nm of torque [34]. - The BYD Fangchengbao Titanium 3 is a pure electric vehicle with a range of 501 km and a power output of 160 kW [90]. Group 3: Market Segmentation - The vehicles are categorized into various segments, including A SUV, B SUV, C SUV, and A HB, indicating a diverse offering to cater to different consumer preferences [10][18][26][34][90]. - The pricing strategy reflects the competitive landscape, with models positioned to attract a range of buyers from budget-conscious consumers to those seeking premium features [10][18][26][34][90].

Investment Rating - The report maintains a "Recommendation" rating for the automotive industry, indicating a positive outlook for the sector in the upcoming months [1]. Core Insights - The automotive industry is expected to gradually enter a seasonal peak as new car launches begin in the second half of the year, with price resilience observed against a backdrop of reduced competition [1]. - The market has absorbed much of the anticipated policy effects for next year, leading to significant gains in automotive stocks, suggesting a shift towards focusing on alpha stocks rather than beta stocks [2]. Data Tracking - In July, new energy vehicle deliveries showed significant growth for companies like Xiaopeng, which saw a year-on-year increase of 229.4%, while BYD's deliveries were 344,296 units, up 0.6% year-on-year but down 10% month-on-month [4][14]. - Traditional automakers also reported strong sales, with Geely's sales reaching 238,000 units, a 57.6% increase year-on-year [4][20]. - The average discount rate in early August was 10.1%, reflecting a slight increase from the previous period, with an average discount amount of 22,542 yuan [4]. Industry News - The report highlights several key developments, including the launch of the Mengshi M817, which features advanced driving technologies and a starting price of 319,900 yuan [27]. - A survey by the China Automobile Dealers Association indicated that 52.6% of automotive dealers reported losses in the first half of 2025, with independent new energy vehicle brands performing better than traditional fuel brands [27]. - The report also notes that NIO has invested over 18 billion yuan in charging and battery swap infrastructure over the past decade, with more than 8,100 stations built nationwide [28]. Market Performance - The automotive sector saw a weekly increase of 4.94%, ranking 6th among 29 sectors, with significant gains in both the parts and passenger vehicle segments [7].