1 号馆：长城、丰田成主角 1 号馆的品牌比较杂，但总体来看其实就只有长城、丰田和 212 三个品牌。 其中，长城汽车集团旗下的魏牌、哈弗、坦克、欧拉、长城炮、灵魂都在这里了，要说集团热度最高的车型，应该是魏牌高山 7 和将在 8 月 27 日上市的新 款坦克 500 了。 2025 成都车展将在 8 月 29 日正式开幕。这一届成都车展将汇聚近 120 个汽车品牌，展出车辆超过1600 辆，而且还涵盖三电系统、改装车、人形机器人等产 业。 为了让大家更清晰地了解到本届成都车展有哪些重磅新车，电车通特地为大家总结了各个展馆有哪些值得一看的新能源车。 图源：成都国际汽车展览会 废话不多说，我们直接开始。 电车通没记错的话，TOYOTA bZ 应该是首次与一汽丰田、广汽丰田首次在成都车展同台亮相，但真要说热度比较高的新能源车，可能就只有早在今年上海 车展亮相的广汽丰田铂智 7 了。只不过按照丰田在国内市场的热度来看，燃油车的吸引力大概率要比新能源车更高一些。 2 号馆：上汽集团"围攻"吉利银河、埃安 2 号馆主要有上汽集团、吉利银河和埃安，其中吉利银河为独立参展，并且会亮相品牌刚预售不久的吉利银河 M9，吉利银河 ...

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：2025-16 | 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 | 通过 互动易平台"云访谈"栏目参加 2025 年半年度业绩说 | | 及人员姓名 | | | | 明会的投资者 | | 时间 | | | | 2025 年 08 月 25 日 | | 地点 | | | | "互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏目 | | 上 市 | 公 | 司 | 接 待 | 1.长安汽车董事、总会计师、董事会秘书——张德勇 | | 人员姓名 | | | | 2.长安汽车证券事务代表——揭中华 | | | | | ...

我们认为，新长安集团的成立有望为公司发展注入新央企动能，而作为央企集团高层集体增持下属上市 公司股票的首例，此举彰显高层对公司长期价值和未来发展前景的认可和信心。展望未来，我们认为新 央企长安或在决策效率和速度等方面实现改善，并有望在对外合作等方面更加深入。 盈利预测与估值 公司25H1 实现营收726.9 亿元，同比-5%，其中汽车销售收入达695 亿元，同比-5%；归母净利润23 亿 元，同比-19%。Q2 实现营收385 亿元，同环比-3%/+13%；归母净利润9 亿元，同环比-44%/-31%。季 度业绩整体符合预期，考虑到新车深蓝S09、启源Q07 上市放量，规模效应有望提升新能源车盈利能 力，维持"买入"评级。 公司新能源渗透率提升至约50%，25Q2 总毛利率同环比双增公司25Q2 销售新车65 万辆，同比+1%。得 益于启源Q07 等新车的上市表现，公司25Q2 销售新能源乘用车达23 万辆，同环比+53%/35%，新能源 渗透率由24Q2 的33%提升至25Q2 的50%。受公司产品结构调整和规模效应释放等的影响，25Q2 公司 毛利率为15.2%，同环比+2.0/+1.3pct。费用端，2 ...

Group 1: Company Overview and Achievements - Changan Automobile has integrated its upstream and downstream supply chains, aiming to create a self-controlled industrial chain [1] - In 2014, Changan's self-owned brand vehicle sales surpassed 10 million, becoming the first Chinese brand to enter the "10 million club" [1] - By 2021, Changan was the first Chinese brand to exceed 20 million in production and sales, with expectations to surpass 30 million in 2025 [1] Group 2: Strategic Development Plans - Changan aims to enhance internal collaboration and external partnerships to build a globally competitive automotive group [1][2] - The company plans to achieve a global sales target of 1 million units by 2027 and 1.8 million units by 2030 for its new energy brand, Changan Qiyuan [2] - Changan will focus on low-carbon, intelligent, lightweight, and digital transformation, emphasizing innovation and international expansion [2] Group 3: Product Development and Market Strategy - Changan will develop a new electronic architecture and energy framework, targeting the creation of 3-5 globally competitive products with sales potential of 300,000 to 500,000 units each [3] - The company plans to launch several new models in the second half of 2025, including the Changan Q07 laser version and the new electric SUV B216 [5] - Changan's deep blue automotive brand aims for a 35% overseas sales share by 2030, with a commitment to releasing 30 new models by that year [4] Group 4: Financial Performance and Future Projections - In the first half of 2025, Changan achieved a total sales volume of 1.355 million vehicles, marking an 8-year high, with new energy vehicle sales reaching 452,000 units, a 49.1% increase year-on-year [4] - The company targets an overall sales goal of 5 million vehicles by 2030, with 4 million from the Changan brand and 3 million from new energy vehicles [6]

Group 1 - Changan Qiyuan has officially become the chief partner and jersey sponsor of Chongqing Tongliang Long Football Club, marking a significant collaboration between the local automotive brand and the football team [2] - The partnership aims to leverage technological innovation and social responsibility, with Changan Qiyuan providing support to the team as they compete in the league [4] - The collaboration is seen as a cross-industry linkage between automotive and sports, enhancing the cultural vibrancy of the city [4] Group 2 - Changan Qiyuan's flagship models, A07 and Q07, are designated as the official vehicles for Chongqing Tongliang Long Football Club, highlighting their performance and intelligent features [6] - In May, the Q07 model sold over 12,300 units, becoming the best-selling mid-size SUV under 250,000 yuan in the new energy category for three consecutive weeks [6] - The A07 model has surpassed 100,000 units in cumulative sales, establishing itself as a leader among Changan's new energy vehicles [8] Group 3 - Changan Qiyuan's sales in May reached 36,600 units, positioning the brand among the top in the state-owned enterprise new energy sector [8] - The upcoming launch of the A06 model is anticipated to deliver luxury driving experiences and advanced safety features, adhering to high manufacturing standards [8]

5月14日，长安启源旗下全新中型轿车定名长安启源A06。新车作为长安SDA全球纯电架构下的首款轿车作品，不仅承载着技术创新的任务，也预示该品牌 在设计语言与智能化方面的全新探索。 造型上，汲取"扶光"设计理念，前脸采用流行的星环式贯穿前灯组，分体式的设计和发光的品牌LOGO提升了车头的辨识度。其配备的数智主动进气格栅， 不仅能根据车速等条件自动调节，优化空气动力学性能，还能与灯带相互呼应。无边框车门、无边框后视镜以及隐藏式水切等设计元素，提升了整车的高级 感。 底盘悬架方面，采用前双叉臂+后五连杆悬架，能够提供平稳舒适的驾乘体验。新车还采用800V高压SiC碳化硅平台，相较于400V平台，大幅提升充电效 率。 小鹏发布全新一代P7图片 采用赛博风格造型设计 5月15日，小鹏汽车发布全新一代P7的新车图片。该车相较上一代车型采用完全不同的全新设计语言，棱角更加分明，整体造型更具未来感。 5月第3周，新能源汽车的热度丝毫不减，多款新车发布，不少热点信息值得关注。 SDA平台首款轿车 长安启源新车定名启源A06 全新一代P7的前脸在保留贯穿式灯带的同时在两侧增加纵向日行灯，灯组的交汇处形成"X"形的视觉标识。此外， ...