新央企长安汽车（000625）集团（以下简称"长安"）成立大会三天后，8月1日，东风汽车集团（以下简 称"东风"）在大本营武汉举办了东风奕派科技成立战略发布会。东风与长安的重组以长安分立独立央企 暂时告一段落，双方也都在通过不同形式释放出各自"独美"的信号。 围绕着奕派科技成立，是东风失去与长安重组契机后，另谋改革调整的关键举措。这背后有6天完成的 核心职能团队组建，有两周规划好的下半年工作目标，也有合资板块全面下滑的压力以及人事谜团。在 上半年整个集团销量下滑15%的艰难局面下，奕派科技承载的或许是东风目前能打出的最后一张牌。 乘用车公司变身奕派科技 6月5日，长安官宣分立成为独立央企，成为此次汽车央企的一次标志性转折。同时，东风旗下公司公 告，暂不涉及相关资产和业务重组，这意味着东风确实已经与本轮央企重组无关。 2025年上半年，阿维塔销量59084辆，同比增长103%；深蓝销量143236辆，同比增长70.8%；启源销量 120668辆。长安整体销量135.5万辆，创近8年新高。 东风方面，岚图销量56128辆，同比增长85%。猛士销量1291辆，同比增长34.5%；奕派销量25219辆， 同比增长14 ...

Core Insights - The Chinese automotive market has shown strong performance in the first half of 2025, with retail sales of narrow passenger cars reaching 10.901 million units, a year-on-year increase of 10.8% [1] - Domestic brands have captured a significant market share of 64%, indicating their dominance in the Chinese market [1] - BYD leads the sales chart with 2.146 million units sold, while Geely has seen a remarkable growth rate of 47% year-on-year [1][12] - New energy vehicle sales are on the rise, with companies like Leap Motor and XPeng showing significant growth [1][19] Group 1: Overall Market Performance - As of June 2025, the cumulative retail sales of narrow passenger cars in China reached 10.901 million units, reflecting a 10.8% increase compared to the previous year [1] - Domestic brands have increased their market share to 64%, solidifying their position in the market [1] - BYD has achieved a sales volume of 2.146 million units, maintaining its position as the top seller [12] - Geely's sales have surged by 47%, prompting the company to raise its annual sales target to 3 million units [1][12] Group 2: Performance of New Energy and Emerging Brands - Leap Motor has emerged as a leader among new energy vehicle manufacturers, with monthly sales nearing 50,000 units [1] - XPeng has also shown impressive growth, selling more vehicles in the first half of 2025 than in the entire previous year [1] - The new energy vehicle segment is experiencing rapid growth, with companies like BYD and Geely leading the charge [12][19] Group 3: Traditional Automakers' Performance - Some traditional automakers are showing signs of recovery, with brands like FAW-Volkswagen and SAIC Volkswagen reporting positive year-on-year growth [1][9] - FAW Toyota has seen a significant increase of 16% in sales, indicating a rebound in the joint venture segment [1][9] - However, brands like GAC are struggling, with a decline in sales, highlighting the challenges faced by traditional automakers [1][9] Group 4: Export Performance - SAIC has become a leader in overseas sales, with 494,000 units sold, accounting for nearly 25% of its total sales [10] - Changan has also made strides in international markets, with overseas sales exceeding 300,000 units, a growth of over 45% [10] - GAC has reported a 45.6% increase in overseas sales, completing 55% of its annual export target [10]