ZUZSFE 同比增长8.5 总销量强势领跑 连续6年 三大新能源品牌齐创新高 海外销量乘风破浪用 本报讯 （记者冯雨瑶）在2025年汽车行业竞争白热化的市场环境中，长安汽车（000625）以一系列突破性业绩，提交了一份企业稳健向上的出色答卷。 2026年1月2日发布的销量快报显示，长安汽车2025年全年总销量强势领跑，创近9年新高。与此同时，新能源板块首破百万辆大关，三大新能源品牌齐创新 高；海外市场亦乘风破浪，再创佳绩。2025年，长安汽车以"四大维度齐创新高"的优秀成绩，系统展现了企业高质量发展的强劲势头和可持续发展的战略韧 性。 另一方面也根植于长安汽车始终坚持以科技创新，持续夯实自身核心竞争力。新能源领域，自研"金钟罩"电池、智慧新蓝鲸，以及行业首款多合一电驱等成 果相继落地；智能化领域，"北斗天枢"计划迭代至2.0版，打造了全球领先的SDA平台，发布了"新长安 新安全——天枢智能"品牌、确立了"泛安全"体系。 特别是在智能驾驶领域，长安汽车作为首批获得L3级自动驾驶产品准入许可的汽车企业，率先推动中国汽车品牌进入L3级自动驾驶时代，将技术优势直接 转化为产品竞争力与用户信任力，智能化正成为驱动企业 ...

"我们要利用好生态优势，更加聪明地做事。"赵非在回应中国证券报记者关于阿维塔IPO、深蓝汽车和 长安科技增资扩股问题时表示，"要善于利用资本的力量，不能只靠自己天天埋头苦干。"这位技术派出 身的管理者，展现出务实与开放兼具的风格。 筑牢研发、责任与数据三重壁垒 赵非的接任并非孤立事件，而是长安汽车在战略转型关键期的系统性组织重塑。截至目前，长安汽车已 完成覆盖集团、主品牌、新能源汽车板块的全链条人事重组。叶沛、王辉、邓承浩等少壮派高管分别执 掌集团常务运营、高端品牌与海外业务等核心领域。 从发动机技术员到集团总裁，赵非近30年的职业生涯恰似中国长安汽车集团从传统制造商向科技公司转 型的缩影。如今，他正带领长安汽车穿越新能源汽车盈利的"深水区"。 12月23日下午，刚履新长安汽车总裁的赵非与行业核心媒体进行了一场近三小时的闭门交流。这场沟通 会距离长安汽车完成3000万辆中国品牌汽车下线仅过去13天，也是赵非接任总裁后首次系统阐述新管理 层的战略思路，不仅披露了长安新能源汽车连续三个月销量破10万辆、年度冲刺百万辆的成绩单，更通 过赵非团队的坦诚分享，勾勒出这家新央企在行业内卷、技术跃迁、资本运作与全球化布局中 ...

值得注意的是，市场热度并非孤例。与 A06并肩作战的长安启源全新Q05同样表现强劲，上市 一个月累计订单已突破1.8万份， 累计交付量快速突破 7000辆。 全新 Q05与A06的双星闪耀， 充分证明了长安启源产品矩阵强大的整体竞争力与市场号召力。 从长安新能源百万销量的宏大叙事， 到仅用时两年多便即将达成 累销 50万销量的启源速度， 再到 长安 启源 A06三万订单的市场轰鸣，一条清晰的增长路径已然呈现。 共探新营销，共创新可能 长安启源 A06的热销，完美诠释了"产品势能助推品牌势能，品牌势能反哺产品热销"的良性循 环。 一方面，A06凭借SDA天枢架构、越级空间与配置，展现了启源强大的技术研发与价值塑造能 力，其产品力本身就成为品牌最好的广告。另一方面，长安启源背靠央企大厂的可靠性、以及 持续月销过3万辆所积累的市场口碑，为A06的热销提供了强大的品牌信任背书。两者相互赋 能，共同将启源A06推向了"国民首选"的爆款轨道。 AI改变时代,她关注改变 请关注《汽车商业评论》兄弟媒体 加入轩辕同学 革新、链接、化反 成就新汽车人! 点击阅读原文报名 ▼ 在新央企实力的坚实基座上， 长安 启源 A06正以卓 ...

加入轩辕同学 ， 成就新汽车人! 设计 | 张 萌 作者 | 杜 咏 芳 编辑 | 黄 大 路 2025 年 10 月 15 日，第十三届轩辕奖正式启动。 历经十三载淬炼，穿越市场浮沉，轩辕奖的大幕再次落下。 iCAR 超级V23 以 下 是 2 0 2 6 第 十 三 届 轩 辕 奖 获奖 名 单 这一次， 轩辕奖 依然坚守着那句不变的承诺： " 独立于商业，独立于权力，独立于关系 " 。 当价格战硝烟弥漫行业，当营销声量掩盖产品本质，轩辕奖坚持用最专业的眼光、最严谨的测试、最独立的判断，寻找那些真正 的国民好车 。 在襄阳达安检测中心，每一款提名车型都经历了静态感知、智能座舱、辅助驾驶、驾控检验等全方位严苛测试；在评审会议中，每一次讨论都基 于数据、专业与共识。 市场的共识很清晰： 消费者不缺购买力 ，但是可能缺乏能够真正打动他们的产品；行业也不需要很多花里胡哨的奖项，而是需要一个 敢于说真话 的标尺。 2025年12月20日，除了中国年度 十佳汽车以外，第十三届 轩辕奖 还同时评选出了十四款中国年度提名汽车。 这些 脱颖而出的 车型不仅代表了当前 中国汽车工业在 特定维度的 创新 突破 ，更指向了未来出 ...

证券代码：000625、200625 证券简称：长安汽车、长安 B 编号：2025-34 长安机器人公司的设立符合国家"十五五"规划和长安汽 车战略转型发展方向，其定位为公司机器人产业战略承载 体，以智能人形机器人技术为牵引，发展多机器人产业板 | 投资者关系活 动类别 | □特定对象调研 □分析师会议 | | --- | --- | | | □媒体采访 □业绩说明会 | | | □新闻发布会 ■路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 长信基金、华泰柏瑞基金、农银汇理、浦银安盛基金、华泰保 | | 及人员姓名 | 兴基金、国联资管、巨子私募基金、长安基金、平安资产、仙 人掌私募基金、合远私募基金、同犇投资、白犀私募基金、中 | | | 泰证券资管、华宝基金、华福证券资管、博道基金、惠升基金、 | | | 泰信基金、西部利得基金 | | 时间 | 2025 年 12 月 09 日 - 12 月 10 日 | | 地点 | 上海 | | 上市公司接待 人员姓名 | 投关总监——蒋沙 | | | 1.请问公司近期销量情况？ | | | 答：公司 11 ...

Core Insights - Changan Qiyuan A06 has received over 30,000 orders within a month of its launch, but long delivery times have led to customer complaints [2][5][6] - The production capacity constraints at the Changan Ford second factory are the primary reason for the extended delivery times [3][5] - Changan Qiyuan is pursuing a "big product" strategy, aiming for annual sales of 200,000 units for key models, with Qiyuan A06 seen as a potential flagship [7][8] Production and Delivery Issues - The delivery cycle for Qiyuan A06 is currently at least one month due to limited factory capacity, with most vehicles being delivered to customers who placed orders in early November [3][5] - The Changan Ford second factory, which has been modified to produce Qiyuan A06, has a designed capacity of 350,000 units but is currently ramping up to produce 70,000 units annually [3][5] - As of November 30, Qiyuan A06 has accumulated orders exceeding 30,000, indicating a supply-demand imbalance [5] Customer Reactions - Some customers have opted to cancel their orders due to the lengthy wait times, particularly with the impending end of purchase subsidy policies [6] - Changan Qiyuan is exploring solutions to address the delays, including production material guarantees and tax policy support [6] Sales Strategy - Changan Qiyuan's strategy includes the development of "big products" that can achieve sales of over 20,000 units annually, with Qiyuan A06 and other models like Q05 identified as potential candidates [7][8] - The current sales performance shows that while Qiyuan has exceeded 30,000 units in sales for several months, reliance on models like Lumin is insufficient for long-term success [8]

Core Viewpoint - Changan Automobile has announced the establishment of a new robotics company, Changan Tian Shu Intelligent Robotics Technology Co., Ltd., with an investment of 225 million yuan, aiming to enhance its strategic transformation towards robotics and smart technologies [1][2]. Group 1: Company Strategy and Investment - Changan Automobile will invest 225 million yuan to establish a robotics company, with a total registered capital of 450 million yuan, where Changan holds a 60% stake [1]. - The new company aligns with China's 14th Five-Year Plan and Changan's strategic direction, focusing on developing humanoid robotics and various robotics industry sectors [1][2]. - The company aims to create innovative "embodied intelligence" products and solutions, facilitating mutual empowerment between the automotive and robotics industries [1]. Group 2: Product Development and Market Positioning - Changan has introduced the humanoid robot "Xiao An," which stands 169 cm tall, weighs 69 kg, and has a speed of 0.8 m/s, featuring 40 degrees of freedom and over 2 hours of battery life [2]. - The company plans to release prototype models starting next year and will launch its first vehicle-mounted robot in the first quarter of next year [2]. - Changan is also actively exploring emerging fields such as flying cars, aiming for the first manned flying car release by 2026 and mass production by 2028 [3]. Group 3: Collaborations and Market Expansion - Changan has signed a strategic cooperation agreement with JD Logistics to develop smart logistics vehicles, enhancing operational efficiency through intelligent technology [4]. - The collaboration aims to drive the large-scale application of smart logistics vehicles and contribute to industry standards and technological innovation [4].

Core Insights - Changan Automobile has introduced a "new safety" value system, shifting the paradigm from "passive safety" to "active intelligent comprehensive safety" [2][3] - The company aims to provide users with ultimate safety in smart mobility solutions, expanding its safety concept to include driving safety, health safety, psychological safety, and privacy safety [2] - The newly launched Q05 model features advanced intelligent driving assistance and is positioned as a global urban premium pure electric SUV, priced between 79,900 to 109,900 yuan [3] Group 1 - Changan's Tian Shu intelligent brand encompasses various smart technologies, including intelligent cockpit, intelligent driving, and intelligent chassis [2] - The Tian Shu intelligent driving assistance system utilizes end-to-end technology to identify risk scenarios in real-time, enhancing safety during driving [2] - The company plans to launch over 50 new energy models by 2030, all equipped with Tian Shu intelligence, aiming for overseas sales to exceed 30% [3] Group 2 - The Tian Shu intelligent cockpit integrates AI large models and intelligent agent technology, enabling seamless service execution from semantic understanding [2] - The Tian Shu intelligent chassis enhances response capabilities in extreme scenarios, showcasing the company's commitment to safety as a non-negotiable baseline [3] - Changan's focus on safety reflects its mission as a new central enterprise, emphasizing the importance of safety in its product offerings [3]

Core Viewpoint - Changan Automobile has introduced a new safety value system and the "Tianshu Intelligent" brand at the Guangzhou International Auto Show, emphasizing the transition of automotive safety from passive to active measures in response to the evolving electric and intelligent vehicle landscape [1] Group 1: New Safety Value System - The new safety paradigm is described as a non-negotiable baseline for automotive companies, highlighting the importance of safety in the context of industry transformation [1] - Changan's General Manager Zhao Fei stated that safety is not the greatest luxury but a fundamental requirement for car manufacturers [1] Group 2: Technological Advancements - The "Tianshu Intelligent" system demonstrated advanced capabilities during a 3000-kilometer test drive, showcasing its ability to recognize sudden lane changes, predict vehicle trajectories, and identify construction zones even in low-light conditions [1] - The system is built on a comprehensive protection framework that includes driving assistance, cabin, and chassis technologies, with a data-driven approach that allows for continuous evolution [1] Group 3: Market Impact - The launch of the new Q05 model, equipped with laser radar technology, marks a significant step in making intelligent driving assistance more accessible in the under 100,000 yuan electric SUV market [1][2] - Changan has established a global R&D network and possesses a unique national key laboratory for intelligent automotive safety technology, indicating strong technical capabilities and systemic strength [2]

Core Viewpoint - The newly launched A06 model from Changan Qiyuan has seen a significant increase in customer interest and sales, particularly in the electric vehicle segment, indicating a positive market reception and potential growth for the brand [3][4]. Sales Performance - The A06 has experienced a doubling of daily customer visits to showrooms, with 80% of visitors specifically interested in this model, leading to over 30 pre-orders shortly after its launch [3]. - The electric version of the A06 accounts for approximately 80% of total sales, with the 630 Shuxiang Ultra and 630 Laser Ultra configurations being the most popular, both priced at 139,900 yuan [4][17]. Customer Demographics - The customer base for the A06 has expanded significantly, now including individuals aged 20-40 with stable jobs, such as nurses, teachers, and small business owners, contrasting with the previous focus on younger, style-driven buyers [3][7]. Reasons for Purchase - Customers are drawn to the A06 for its stylish design, high-quality interior, and competitive pricing, which offers a strong value proposition [7]. Competitive Landscape - The A06 is frequently compared to models such as the Xiaopeng MONA M03, Dongfeng Nissan N7, and Geely Galaxy Xingyao 8, indicating a competitive market environment [12]. Financing Options - The A06 offers attractive financing options, including a 0% interest loan for amounts up to 100,000 yuan over five years, making it financially accessible for a broader audience [18]. Customer Feedback - Initial customer feedback has been limited, primarily focused on the speed of vehicle delivery, as the demand for the A06 has outpaced supply [20]. Maintenance Costs - The maintenance costs for the A06 are relatively low, with basic servicing for the range-extended version costing between 400-500 yuan and for the electric version between 120-180 yuan [22]. Customer Rights and Incentives - The A06 offers several customer incentives, including a five-year 0% interest financing plan and potential subsidies for trade-ins, enhancing its appeal in the market [23].