9月2日，赛力斯发布8月产销快报。数据显示，赛力斯新能源汽车8月销量43,262辆，同比增长19.57%；今年1-8月累计销量达259,951辆。 今年以来，问界系列新品持续迭代升级，问界新M5 Ultra、问界M9 2025款、问界M8相继上市，深受市场认可及用户喜爱。截至目前问界全系累计交付已突破75万辆，刷新中国新能源豪华品 值得一提的是，8月25日，问界M8纯电版重磅发布，上市24小时大定突破10000台，市场热度显著。此外，全新问界M7也即将于9月5日正式开启预订，进一步丰富问界产品矩阵。 高端智能电动汽车销量的显著增长，带动了赛力斯利润大幅提升。刚刚发布的半年报显示，赛力斯锚定智能电动汽车主航道，2025年上半年实现营业收入624.02亿元，归属于上市公司股东的净 资本市场也持续看好赛力斯品牌高端化韧性，销量强劲助推后市成长。平安证券最新研报分析，问界M9、M8两款高端SUV奠定了赛力斯在高端新能源领域的领先地位，并成为盈利释放的基础，结 ...

Group 1 - The core viewpoint of the articles highlights the significant growth in sales and profitability of Seres, driven by the success of its high-end electric vehicles [1][5][6] - In August, Seres sold 43,262 electric vehicles, marking a year-on-year increase of 19.57%, with total sales from January to August reaching 259,951 units [1] - The Wanjie series of new products, including the Wanjie M5 Ultra, Wanjie M9 2025 model, and Wanjie M8, have been well-received in the market, with total deliveries exceeding 750,000 units [3] Group 2 - The half-year report indicates that Seres achieved a revenue of 62.402 billion yuan and a net profit of 2.941 billion yuan, reflecting a year-on-year profit increase of 81.03% [5][6] - The strong sales of high-end smart electric vehicles are expected to drive further growth, with analysts maintaining a positive outlook on Seres' brand resilience and market position [6] - The recent launch of the Wanjie M8 pure electric version saw over 10,000 pre-orders within 24 hours, indicating strong market interest [3]

8月29日晚，赛力斯发布2025年半年报，营业收入624.02亿元，归属于上市公司股东的净利润29.41亿 元，同比增长81.03%；研发投入51.98亿元，同比增长154.9%。 赛力斯是中国新能源汽车领域持续进取型车企代表。2025年1—6月，赛力斯新能源汽车销量达172,108 辆。 赛力斯对问界的投入已超3年，在新能源汽车赛道上，从"传统豪华+科技豪华"两方面，持续探索新豪华 汽车。赛力斯坚持软件定义汽车，积极构建万物互联的汽车生态体系，联合世界级品牌供应商，探索集 成化、集聚化的汽车产业供应链模式，联合探索汽车产业的中国方案和赛力斯AITO问界实践。 上半年，问界系列新品持续迭代升级，问界新M5 Ultra、问界M9 2025款、问界M8相继上市。 得益于全链体系能力提升，问界继续刷新中国新能源豪华品牌交付速度。截至2025年8月，问界全系累 计交付已超75万辆。其中，问界M9累计交付超22万辆，稳居50万级豪华车市场销冠；问界M8上市即热 销，累计交付突破7万辆，上市4个月蝉联40万级销量冠军。 此前，赛力斯相继落地了赛力斯魔方技术平台、赛力斯超级增程、赛力斯超级工厂等一系列技术成果， 构筑了坚实 ...

Core Insights - The company reported significant growth in revenue and net profit for the first half of 2025, with revenue reaching 62.402 billion yuan and net profit at 2.941 billion yuan, marking a year-on-year increase of 81.03% [1] - The company's R&D investment surged to 5.198 billion yuan, reflecting a 154.9% increase, indicating a strong commitment to innovation and product development [1][3] - The sales of new energy vehicles reached 172,108 units in the first half of 2025, driven by the success of high-end intelligent electric vehicles [1] Sales Performance - The AITO brand's new models, including the M9 and M8, have achieved significant market success, with the M9 becoming the best-selling model in the 500,000-level luxury car market, delivering over 220,000 units [2] - The M8 has also performed well, with over 70,000 units delivered within four months of its launch, securing the top position in the 400,000-level sales category [2] - Cumulatively, the AITO brand has delivered over 750,000 vehicles as of August 2025, showcasing strong consumer demand and brand loyalty [2] Technological Innovation - The company emphasizes high-intensity R&D investment, with 6,984 R&D personnel, accounting for 36% of the total workforce, reflecting a focus on technological advancement [3] - The introduction of the intelligent safety system at the Shanghai Auto Show highlights the company's commitment to safety and innovation, establishing a new industry benchmark [3] - The establishment of the "factory within a factory" model in the super factory enhances product integration and innovation capabilities [3] Brand Value and Market Position - The company has significantly improved its brand value, ranking 169th in the 2025 Fortune China 500 list, a rise of 235 places from the previous year [4] - It also ranked 92nd in the TopBrand 2025 China Brand 500 list, with a brand value of 175.523 billion yuan, placing it among the top ten in the automotive sector [4] - The company is recognized as the fourth global new energy vehicle manufacturer to achieve profitability, indicating strong market confidence [4][5] Market Outlook - The capital market remains optimistic about the company's growth potential, with nearly 40 brokerage firms issuing "buy" ratings, anticipating continued high growth in the second half of the year [5]