上市企业：比亚迪（002594）,长城汽车（601633）,长安汽车（000625）,广汽集团（601238）,上汽集团 （600104） 相关报告：智研咨询发布的《2025-2031年中国汽车行业市场运行状况及投资潜力研究报告》 根据国家统计局数据显示：2025年6月中国运动型多用途乘用车(SUV)产量为121万辆，同比增长 12.6%；2025年1-6月中国运动型多用途乘用车(SUV)累计产量为654.5万辆，累计增长10%。 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2020-2025年上半年中国运动型多用途乘用车(SUV)产量统计图 ...

Core Insights - Beijing's industrial added value for the first seven months of the year increased by 6.1% year-on-year, indicating a positive growth trend in the industrial sector [1] Industrial Performance - The automotive manufacturing sector, one of the four major pillars, experienced a significant growth of 11.5% [1] - A total of 792,000 vehicles were produced in Beijing from January to July, representing a year-on-year increase of 21.0% [1] Product Breakdown - Passenger cars accounted for 461,000 units produced, showing a remarkable growth of 48.4% compared to the previous year [1] - The production of SUVs reached 245,000 units, which reflects a decline of 11.0% [1] - New energy vehicles saw a substantial increase, with 314,000 units produced, marking a growth of 150% year-on-year [1]

Core Viewpoint - Jianghuai Automobile reported a significant decline in both production and sales for July 2025, with total vehicle production down 29.24% year-on-year and total sales down 21.73% compared to the same month last year [2][4]. Production and Sales Summary - In July, the company produced 24,843 vehicles, a decrease of 29.24% year-on-year, and cumulative production from January to July was 220,184 vehicles, down 7.76% year-on-year [2][3]. - Vehicle sales in July reached 25,197 units, reflecting a year-on-year decline of 21.73%, while cumulative sales for the first seven months totaled 215,811 units, down 9.46% year-on-year [2][3]. Segment Performance - In the passenger vehicle segment, SUV production was 4,908 units, down 44.57% year-on-year, and sales were 6,749 units, down 23.67% year-on-year. Cumulative SUV sales for the first seven months were approximately 46,400 units, remaining stable compared to the previous year [3][4]. - The MPV segment saw a positive trend, with July sales of 1,248 units, up 5.58% year-on-year, driven by the new Ruifeng series [3][4]. - The sedan segment faced a sharp decline, with July sales of 1,838 units, down 65.77% year-on-year, and cumulative sales of 20,582 units, a decrease of 46.22% [3][4]. Commercial Vehicle Performance - In the commercial vehicle sector, truck sales benefited from the demand for upgrading to National IV standards, with July sales reaching 10,040 units, up 15.43% year-on-year, and cumulative sales of 89,513 units, nearly flat compared to last year [4]. - Pickup truck sales were impacted by a drop in export orders, with July sales of 3,229 units, down 43% year-on-year, but cumulative sales still showed a 5.42% increase [4]. - Bus sales experienced a significant recovery, with July sales of 668 units, up 48.4% year-on-year, and cumulative sales of 4,410 units, reflecting a 39.4% increase [4]. New Energy Vehicle Performance - In the new energy vehicle segment, July sales were 1,925 units, down 29.23% year-on-year, with cumulative sales for the first seven months at 10,222 units, a decline of 34.06% [3][4]. - The company attributed the decline in new energy vehicle sales to intensified competition in the A00 pure electric market and the reduction of subsidies [4]. - To address the downturn, Jianghuai plans to launch a new pure electric platform vehicle developed in collaboration with Huawei in the fourth quarter and accelerate the deployment of battery-swapping heavy trucks and hydrogen fuel light trucks [4].