《证券日报》记者据同花顺iFinD统计，截至2023年7月17日收盘，两市共有16家上市车企发布2023年半 年度业绩预告，其中超五成预喜，包括6家预增，3家扭亏；业绩预减、续亏公司7家。 "利好政策持续落地，使汽车市场消费潜力得以释放。"中汽协副总工程师许海东对《证券日报》记者表 示，走出一季度的过渡期后，二季度汽车市场消费形势明显好转，整体来看，车市主要指标普遍向好。 比亚迪预计净利超百亿元 具体来看，江铃汽车披露的2023年半年度业绩预告显示，预计上半年实现归属于母公司所有者的净利润 上限为7.29亿元，比上年同期增长61.23%；扣非净利润为4.18亿元，比上年同期增长高达485.33%。 比亚迪今年上半年累计销量达到125.56万辆，同比增长94.25%，夺得全球新能源汽车销售冠军。比亚迪 销量的快速增长，主要源于其丰富的产品线及核心技术优势。目前，比亚迪已构建了由比亚迪品牌、腾 势品牌、仰望品牌、方程豹品牌组成的产品矩阵，覆盖从家用到豪华、从大众到个性化的多元细分市 场。 长城汽车发布的业绩预告显示，预计上半年归属于上市公司股东的净利润为11.5亿元到15.5亿元；扣除 非经常性损益的净利润为6亿 ...

Core Viewpoint - China Mobile's investment in Seres Automotive marks a strategic extension into the new energy vehicle sector, indicating a deep integration of the telecommunications and automotive industries in the era of smart connected vehicles [1][5]. Group 1: Investment Details - China Mobile's fund has officially invested in Seres Automotive, alongside nine other institutional investors, including subsidiaries of the three major state-owned banks [1][6]. - The investment round is linked to a previous investment of 1.12 billion yuan from the National Development Bank's manufacturing transformation fund, scheduled for December 2024 [1]. Group 2: Company Overview - Seres Automotive is a key player in China's new energy vehicle sector, focusing on the research, manufacturing, sales, and service of new energy vehicles and core components, with models including AITO Wenjie M9, M7, and M5 [3][5]. - The investment from China Mobile is not merely financial but represents a strategic partnership in the smart connected vehicle era [3][6]. Group 3: Strategic Implications - The investment reflects a broader trend of traditional automakers, tech companies, and telecom operators blurring boundaries and forming cross-industry collaborations to secure future competitive advantages [5][10]. - The diverse shareholder structure, including state-owned banks and industry investment funds, will provide Seres Automotive with both financial support and strategic resources [6][8]. Group 4: Benefits of the Investment - The 5 billion yuan investment will significantly enhance Seres Automotive's capital strength, reduce its debt ratio, and support ongoing technology development and market expansion [8]. - China Mobile's expertise in areas such as vehicle networking and autonomous driving will provide substantial support for Seres Automotive's product upgrades [8]. - The collaboration is expected to lead to breakthroughs in areas like in-car entertainment systems, vehicle-road collaboration, and autonomous driving, leveraging China Mobile's robust 5G network and cloud computing capabilities [8][10]. Group 5: Industry Trends - The trend of cross-industry integration is becoming a significant characteristic of the new energy vehicle sector, with ICT companies, telecom operators, and internet firms increasingly entering the automotive space [10]. - The partnership between China Mobile and Seres Automotive exemplifies the deep integration of the telecommunications and automotive industries, following Huawei's collaboration with Seres [10].

Core Viewpoint - Seres is advancing its international strategy by initiating a secondary listing in Hong Kong, which is expected to enhance its global presence and competitiveness in the electric vehicle market [2][5]. Financial Performance - In 2024, Seres achieved a revenue of 145.176 billion RMB, representing a year-on-year growth of 305.04% [2]. - The net profit attributable to shareholders reached 5.946 billion RMB, marking a successful turnaround from losses [2]. - The total sales of electric vehicles for the year were 426,900 units, reflecting a significant increase of 182.84% compared to the previous year [2]. Funding Allocation - The company plans to allocate 70% of the funds raised from the Hong Kong listing to research and development, 20% to marketing channels, overseas sales, and charging networks, and 10% for operational expenses [2]. Company Background - Seres Group, established in September 1986, was formerly known as Chongqing Sokon Industrial Group Co., Ltd. and successfully listed on the Shanghai Stock Exchange in 2016 [4]. - The company has become a leading player in the domestic electric vehicle market, primarily through its partnership with Huawei [4]. Product Offering - The core brand AITO has launched several models, including M5, M7, M9, and M8, covering a price range from 200,000 to 600,000 RMB, which have been well-received in the market [4]. Market Positioning - The secondary listing is expected to support Seres in enhancing its research capabilities and market expansion, positioning the company favorably in the increasingly competitive global electric vehicle market [5].