"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 ...

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 ...

正式上市后，这款车是厂家特管车型，没有任何优惠。公务人员（包含现役军人）购车有1000元补贴。 大家好，我是 长安启源的体验专家 ，今天 聊聊上个月21号上市的启源Q05，看看这款车的情况怎么样。 新车是哪天到店的？ 新车是10月25日到店的，第一批到了十几台车，大多数是指导价9.99万的506 Max版本，剩下的是405 Max版，指导价8.99万。外观主要是月华银和云锦 白，其他颜色需要另外定。 Max版本排产比较多，提车比别的配置快。前期没有低配车型的产能，预计低配要等到明年才能提到车。 新车目前价格是多少？有什么专项政策？ 目前只发布了纯电版，价格是7.99万-10.99万，一共6款车型，405KM续航的两款，506KM续航的有4款。 之前盲订的小订客户，在12月20日之前下大订1999，小订的199元可以抵扣2000元购车金，相当于优惠1801元，还可以享受补能装备一件（充放电枪）。 新车厂家的培训资料有哪些值得注意的点？ 培训资料里对Q05的定位是" 全球都市精品纯电SUV "，画像是小家庭用户，用户年龄在25-35岁之间，主打续航、智能、和舒适体验。 值得注意的是，营销上做了一些跨界的合作，比如 ...

Core Insights - Changan Automobile's new energy brand, Changan Qiyuan, reported impressive sales figures, achieving 36,737 units in October 2025, maintaining a monthly sales volume of over 30,000 since August, indicating its strong position in the mainstream new energy vehicle market [2] - Despite the strong sales, there are underlying concerns regarding the sales structure, with the Changan Lumin micro electric vehicle contributing significantly to overall sales, while the flagship model, the Qiyuan Q07, has lower sales figures [2][3] - The brand aims for ambitious sales targets, planning to reach 500,000 units domestically by 2026 and 2 million globally by 2027, but current sales figures for key models fall short of these goals [3][4] Sales Performance - In October 2025, Changan Qiyuan's monthly sales reached 36,737 units, with the Lumin model consistently selling over 20,000 units monthly, while the Q07 model sold 11,637 units in the same month [2] - The cumulative sales for the Q07 since its launch stand at 79,935 units, indicating a gap compared to the Lumin's performance [2] Strategic Direction - Changan Qiyuan is pursuing a high-end market strategy, with the new marketing head expressing intentions to compete with brands like Li Auto and AITO [3] - The brand has set a target of selling 20,000 units annually for its core models, but the Q07's current sales are significantly below this benchmark [3] Product Development - The brand plans to launch 4-5 new models in the fourth quarter of this year and the first half of next year to optimize its product structure [4] - However, the lack of core technological breakthroughs and brand value enhancement may hinder the brand's ability to achieve significant transformation [4] Quality Control Issues - There has been a notable increase in complaints regarding Changan Qiyuan's vehicles, particularly the Q07, which has faced issues related to misalignment between marketing claims and actual product performance [3][4]

Group 1: Macroeconomic Overview - The current state of the US economy is characterized by a "weak employment + strong growth" combination, which is historically rare, with labor force growth projected at only 0.3-0.5% annually over the next decade, significantly lower than the 1.3% seen in the past five years [2][6] - The strong economic growth despite weak employment is attributed to the marginal productivity of labor declining, with most job growth occurring in low-GDP-contributing sectors like education and healthcare, while AI investment and its wealth effect drive consumption [3][6] Group 2: Employment Dynamics - Various factors contributing to the employment slowdown include the impact of high interest rates, corporate labor hoarding during the pandemic, and reduced immigration, with high interest rates being the most significant factor [6] - The transition to a capital-driven growth model is identified as the root cause of declining employment demand in the medium to long term [6] Group 3: Inflation and Asset Pricing Implications - The "weak employment + strong growth" environment is expected to suppress inflation, as capital-driven economic growth typically leads to lower inflation due to reliance on marginal capital costs [7] - This economic scenario also exerts downward pressure on term premiums, as low volatility and low inflation create a favorable environment for government bonds, enhancing their defensive asset characteristics [7] Group 4: Defense and Aerospace Sector Insights - The military sector is experiencing fluctuations, with recent declines in defense indices and ongoing recovery efforts for downed military aircraft in the South China Sea [8] - The geopolitical landscape is becoming increasingly complex, necessitating advanced military capabilities, which suggests a long-term positive trend for the defense industry [9] Group 5: Automotive Industry Developments - The Guangzhou International Auto Show showcased significant advancements in electric and intelligent vehicles, with a notable focus on humanoid robots and new energy vehicles, reflecting the industry's ongoing transformation [12][14] - Several automakers, including XPeng and Changan, unveiled new models emphasizing technological innovation and smart features, indicating a competitive shift towards product definition and technological self-reliance [13][14]

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 Insights - The 2025 Guangzhou International Auto Show opened on November 21, focusing on the latest achievements in electrification and intelligence, showcasing 1,085 vehicles, of which 629 are new energy vehicles, accounting for 58% of the total [2][4] - The event highlighted the emergence of humanoid robots as a new focal point, with companies like Xpeng, Changan, and GAC demonstrating their latest advancements in embodied intelligence [2][4] Group 1: Electric and Intelligent Vehicles - The auto show featured multiple new energy models, including Xpeng's first super-range model X9, which was launched on November 20, priced between 309,800 and 329,800 yuan, equipped with a 1.5T range extender system and a 63.3 kWh battery, offering a pure electric range of 452 km and a comprehensive range exceeding 1,600 km [3][4] - Leap Motor showcased its ABCD series, with the A10 model making its debut, designed with a focus on "technological natural aesthetics 2.0," featuring a body length exceeding 4,200 mm and a wheelbase over 2,600 mm, with a space utilization rate of 88.1% [3][4] Group 2: Robotics and Future Technologies - Xpeng introduced the humanoid robot IRON, designed with a "skeleton-muscle-skin" structure, featuring an AI chip with a computing power of 2,250 TOPS and a solid-state battery, with plans for mass production by the end of 2026 [2][4] - Changan plans to release its first vehicle-mounted robot by 2026, focusing on four scenarios: factory, store, home, and special applications, while GAC Group unveiled its fourth-generation GoMate Mini humanoid robot, expected to be mass-produced by 2027 [2][4] Group 3: Industry Trends - The concentration of new energy vehicles and cutting-edge technologies like humanoid robots and flying cars at the auto show reflects the ongoing commitment of automakers to electrification and intelligence [4] - As the industry moves towards standardization and high-quality development, the competitive focus is shifting towards product definition, technological self-research, and systematic capabilities [4]

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]

Group 1 - The 2025 Guangzhou International Auto Show opened on November 21, focusing on the latest achievements in electrification and intelligence, showcasing 1,085 vehicles, including 629 new energy vehicles, which accounted for 58% of the total [1] - The theme of the exhibition is "New Technology, New Life," with 93 new models launched, reflecting the strong momentum of industry transformation [1] Group 2 - Companies like XPeng, Changan, and GAC showcased their latest achievements in embodied intelligence, with XPeng presenting the humanoid robot IRON, featuring a design based on "skeleton-muscle-skin" and an AI chip with 2,250 TOPS computing power, planned for mass production by the end of 2026 [2] - Changan plans to release its first in-car component robot by 2026, focusing on four scenarios: factory, store, home, and special applications [2] - GAC introduced the fourth-generation GoMate Mini humanoid robot, expecting to achieve over 10 billion yuan in industry chain output value by 2030 [2] Group 3 - Leap Motor showcased its ABCD series of models, with the A10 making its debut, designed with a "technology natural aesthetics 2.0" concept, measuring over 4,200 mm in length and 2,600 mm in wheelbase, with a space utilization rate of 88.1% [3] - Changan officially launched the new Q05 model at the auto show, equipped with the Tian Shu intelligent driving system, which achieved zero accidents during a 3,000 km intelligent driving challenge [3] - XPeng's first super-extended range model, the X9, was launched on November 20, with a price range of 309,800 to 329,800 yuan, featuring a 1.5T range extender and a 63.3 kWh battery, achieving a pure electric range of 452 km and a comprehensive range exceeding 1,600 km [3] - The X9 set a historical record for order volume within one hour of its launch, with northern region orders exceeding 50% for the first time [3]