今年9月，赛力斯新能源汽车销量为44,678辆，同比增长19.44%；本年累计销量为304,629辆，同比下降3.82%。赛力斯汽车作为公司的重要产品线，9月销量 为41,249辆，同比增长15.14%；本年累计销量为276,203辆，同比下降5.72%。 与此同时，全资子公司赛力斯汽车已于近日完成对华为持有的深圳引望智能技术有限公司10%股权的收购，并支付了全部交易对价人民币115亿元。 10月11日，赛力斯发布关于香港联交所审议公司发行H股的公告。公告显示，赛力斯正在积极推进申请发行境外上市外资股（H股）并在香港联交所主板上 市的相关工作。 香港联交所上市委员会已于2025年10月9日举行上市聆讯，审议赛力斯本次发行上市的申请。赛力斯本次发行上市的联席保荐人于2025年10月10日收到香港 联交所发出的信函，信函指出香港联交所上市委员会已审阅公司的上市申请，但该信函不构成正式的上市批准，香港联交所仍有权对公司的上市申请提出进 一步意见。 ...

其他车型9月产量为3,794辆，同比下降40.29%；本年累计产量为35,365辆，同比下降27.42%。9月销量为3,608辆，同比下降49.66%；本年累计销量为36,021 辆，同比下降31.65%。 总体来看，赛力斯集团股份有限公司9月的汽车总产量为49,247辆，同比增长12.51%；本年累计总产量为345,449辆，同比下降6.64%。9月总销量为48,286 辆，同比增长8.33%；本年累计总销量为340,650辆，同比下降7.79%。 | | | | 产品名称 | | | 产量 | | | | 销量 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 本月 | 本月同比 | 本年累计 | 累计同比 | 本月 | 本月同比 | 本年累计 | 累计同比 | | 新能源汽车 | 45.453 | 21. 48% | 310. 084 | -3. 49% | 44.678 | 19.44% | 304, 629 | -3.82% | | 其中:赛力斯汽车 | 42.459 | 16. 88% | 281. 822 | -5. ...

赛力斯集团股份有限公司2025年9月产销数据如下： 注：本表为产销快报数据，最终数据以2025年审计数据为准。 特此公告。 赛力斯集团股份有限公司董事会 2025 年 10 月 9 日 单位：辆 产品名称 产量 销量 本月 本月同比 本年累计 累计同比 本月 本月同比 本年累计 累计同比 新能源汽车 45,453 21.48% 310,084 -3.49% 44,678 19.44% 304,629 -3.82% 其中：赛力斯汽车 42,459 16.88% 281,822 -5.44% 41,249 15.14% 276,203 -5.72% 其他车型 3,794 -40.29% 35,365 -27.42% 3,608 -49.66% 36,021 -31.65% 合计 49,247 12.51% 345,449 -6.64% 48,286 8.33% 340,650 -7.79% 证券代码：601127 证券简称：赛力斯 公告编号：2025-080 赛力斯集团股份有限公司 2025年9月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确 ...

Core Insights - The core point of the article is that despite a year-on-year increase in production and sales of new energy vehicles in September, the cumulative production and sales for the year have declined, indicating potential challenges for the company and the industry overall [1] Company Performance - In September, the production of new energy vehicles reached 45,453 units, representing a year-on-year increase of 21.48% [1] - Sales for the same month totaled 44,678 units, showing a year-on-year increase of 19.44% [1] - However, the cumulative production and sales for the year have both decreased [1] Segment Analysis - The performance of the company's own brand, Seres, showed a year-on-year increase in production and sales of 16.88% and 15.14%, respectively, but cumulative figures are on a downward trend [1] - Other vehicle models experienced significant declines, with production and sales dropping by 40.29% and 49.66% year-on-year, respectively [1] Overall Market Trends - The total production in September was 49,247 units, reflecting a year-on-year increase of 12.51% [1] - Total sales for the month reached 48,286 units, which is an 8.33% year-on-year increase [1] - Despite these monthly increases, the cumulative production and sales figures for the year are still in decline [1]

Group 1 - The 2025 World Intelligent Industry Expo featured Seres as a representative of local automotive companies in Chongqing, showcasing its innovations in vehicle intelligence, technology intelligence, and manufacturing intelligence with an exhibition area exceeding 10,000 square meters [1] - Seres systematically demonstrated leading intelligent manufacturing technologies under the "Automotive Industry Brain" ecosystem, including 30 key smart manufacturing technology scenarios covering advanced manufacturing, IoT, digital twins, 5G, big data, and artificial intelligence [3] - The Seres super factory is recognized as a global benchmark smart factory, equipped with integrated die-casting machines and over 3,000 collaborative robots, achieving 100% automation in stamping, welding, and painting workshops, with a significantly higher automation rate in the final assembly workshop compared to industry standards [5][6] Group 2 - The factory employs an industry-first quality automation management system to ensure efficient and high-quality delivery of each new vehicle, and has created a pioneering "smart logistics port" that utilizes AI scheduling systems and unmanned heavy trucks for automatic parts delivery [6] - At the expo, Seres showcased China's leading smart manufacturing standards in the automotive industry, positioning itself to leverage its advanced smart manufacturing advantages to deliver high-quality products and gain a competitive edge in the rapidly evolving market [8]

Core Viewpoint - The company reported a decline in revenue but a significant increase in net profit for the first half of 2025, indicating a shift in profitability despite lower sales figures [1][2]. Financial Performance - The company achieved an operating revenue of 62.40 billion, a decrease of 4.06% year-on-year [2]. - The net profit attributable to shareholders was 2.94 billion, reflecting an increase of 81.03% compared to the previous year [1][2]. - The net profit after deducting non-recurring gains and losses was 2.47 billion, up 72.14% year-on-year [1][2]. - The net cash flow from operating activities was 14.44 billion, down 11.76% from the previous year [1][2]. Sales and Production Data - The total automobile sales for the first half of 2025 were 198,600 units, a decline of 15.77% year-on-year [3][5]. - The cumulative sales of new energy vehicles were 172,108 units, down 14.35% year-on-year [3][5]. - The company's own vehicle sales reached 152,239 units, a decrease of 16.63% compared to the same period last year [3][5]. Revenue Drivers - The decline in operating revenue was primarily attributed to a decrease in automobile sales and changes in the product sales structure [1][2].

Group 1 - In August, the production of new energy vehicles reached 43,069 units, representing a year-on-year increase of 19.38%, while the cumulative production for the year was 264,631 units, showing a decline of 6.78% [1][2] - The sales of new energy vehicles in August amounted to 43,262 units, reflecting a year-on-year growth of 19.57%, with cumulative sales for the year at 259,951 units, down by 6.93% [1][2] - The total production of Sairus vehicles in August was 40,087 units, marking a year-on-year increase of 17.54%, while the cumulative production for the year was 239,363 units, down by 8.54% [2] - The sales of Sairus vehicles in August were 41,040 units, which is a year-on-year increase of 19.85%, with cumulative sales for the year at 234,954 units, down by 8.63% [2] Group 2 - The production of other vehicle models in August was 4,028 units, showing a year-on-year decline of 21.76%, with cumulative production for the year at 31,571 units, down by 25.49% [2] - The sales of other vehicle models in August were 2,556 units, reflecting a significant year-on-year decline of 57.92%, with cumulative sales for the year at 32,413 units, down by 28.82% [2] - The total production of vehicles in August was 47,097 units, representing a year-on-year increase of 14.24%, while the cumulative total production for the year was 296,202 units, down by 9.21% [2] - The total sales of vehicles in August reached 45,818 units, reflecting a year-on-year growth of 8.43%, with cumulative total sales for the year at 292,364 units, down by 10% [2]

Core Insights - The company reported production and sales data for August 2025, highlighting a mixed performance in the electric vehicle sector [1][3]. Production and Sales Summary - Total production of new energy vehicles reached 43,069 units, reflecting a year-on-year increase of 19.38%. However, the year-to-date production of 264,631 units showed a decline of 6.78% compared to the previous year [3]. - Sales of new energy vehicles amounted to 43,262 units in August, with a year-on-year increase of 19.57%. The cumulative sales for the year reached 259,951 units, down 6.93% year-on-year [3]. - Within the new energy vehicle segment, the company's own brand, Sairisi, produced 40,087 units in August, a year-on-year increase of 17.54%, while year-to-date production totaled 239,363 units, down 8.54% [3]. - Sairisi's sales in August were 41,040 units, marking a year-on-year increase of 19.85%, with cumulative sales of 234,954 units, down 8.63% year-on-year [3]. - Other vehicle models produced 4,028 units in August, a significant decline of 21.76%, with year-to-date production at 31,571 units, down 25.49% [3]. - Sales of other models were particularly weak, with only 2,556 units sold in August, a drastic drop of 57.92%, and cumulative sales of 32,413 units, down 28.82% year-on-year [3]. - Overall, the total production for the month was 47,097 units, a year-on-year increase of 14.24%, while cumulative production for the year was 296,202 units, down 9.21% [3]. - Total sales for the month reached 45,818 units, reflecting an 8.43% year-on-year increase, while cumulative sales for the year were 292,364 units, down 10.00% [3].

赛力斯集团股份有限公司2025年8月产销数据如下： 注：本表为产销快报数据，最终数据以2025年审计数据为准。 特此公告。 赛力斯集团股份有限公司董事会 2025 年 9 月 3 日 证券代码：601127 证券简称：赛力斯 公告编号：2025-070 赛力斯集团股份有限公司 2025年8月份产销快报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 单位：辆 产品名称 产量 销量 本月 本月同比 本年累计 累计同比 本月 本月同比 本年累计 累计同比 新能源汽车 43,069 19.38% 264,631 -6.78% 43,262 19.57% 259,951 -6.93% 其中：赛力斯汽车 40,087 17.54% 239,363 -8.54% 41,040 19.85% 234,954 -8.63% 其他车型 4,028 -21.76% 31,571 -25.49% 2,556 -57.92% 32,413 -28.82% 合计 47,097 14.24% 296,202 -9.21% 45,818 8.43% 292 ...

Core Viewpoint - Silyus Group Co., Ltd. reported significant growth in revenue and net profit for the first half of 2025, driven by a strong focus on software-defined vehicles and user-oriented market strategies [1] Financial Performance - The company achieved an operating revenue of 62.402 billion yuan in the first half of 2025 [1] - The net profit attributable to shareholders reached 2.941 billion yuan, marking an increase of 81.03% year-on-year [1] - Research and development investment grew by 154.9% compared to the previous year [1] Product and Market Strategy - The company adheres to a technology route focused on software-defined vehicles, enhancing its product offerings [1] - There was a significant increase in sales volume in the second quarter of 2025 compared to the first quarter, indicating strong market demand [1] - The gross profit margin improved in the first half of 2025 compared to the same period last year, reflecting enhanced profitability and operational quality [1]