Group 1 - The company expects to achieve a net profit attributable to shareholders of the parent company between 410 million to 480 million yuan for the first half of 2025, representing a decrease of 436 million to 506 million yuan compared to the same period last year, which is a year-on-year decline of 47.59% to 55.23% [1][2] - The net profit attributable to shareholders of the parent company, after deducting non-recurring gains and losses, is expected to be between 360 million to 430 million yuan, reflecting a decrease of 401 million to 471 million yuan year-on-year, which corresponds to a decline of 48.25% to 56.68% [2] - The main reasons for the expected decrease in performance include a decline in TV panel product prices compared to the same period last year, leading to a decrease in gross profit from the panel business, a significant drop in the sales volume of G6 substrate glass due to market factors, and an increase in financial expenses related to the provision for financial liabilities arising from external investments in subsidiaries [2] Group 2 - The company has been enhancing the production capacity configuration of large-size high-refresh liquid crystal panel products, improving operational efficiency, and accelerating the construction of the G8.5+ substrate glass project to expand the scale of the substrate glass business, with continued growth in the production and sales revenue of G8.5+ liquid crystal substrate glass products year-on-year [2]

Core Insights - XPENG has officially opened order books for its newly revamped Ultra Smart Coupe SUV G6 and Ultra Smart Premium SUV G9 in Europe, marking a significant expansion in the European market [1][5][24] Product Overview - The XPENG G6 and G9 represent complete model overhauls, setting new benchmarks in charging speed, technology innovation, and intelligent design tailored for the European market [2][6] - Both models are built on XPENG's next-generation full-domain 800V architecture, featuring ultra-fast charging capabilities and industry-leading powertrain technology, including the 5C Supercharging AI Battery [3][6] Charging and Range - The G9 can charge from 10% to 80% in just 12 minutes at a peak power of 525 kW, while the G6 achieves this at 451 kW [4][6] - The G9 offers a WLTP range of up to 585 km, and the G6 provides up to 535 km, addressing range anxiety concerns [4] Safety Features - Both models incorporate a bulletproof-level battery protected by a 4-3-4 structural safety framework, capable of withstanding extreme conditions [7] - The battery lifespan has been increased by 30%, meeting stringent safety standards [7] Design and Comfort - The G6 features a bold design with dimensions of 4758 mm in length, 1920 mm in width, and 1650 mm in height, while the G9 measures 4891 mm in length, 1937 mm in width, and 1680 mm in height [8][15] - The interiors of both models are designed for maximum comfort, featuring premium materials, advanced heating and ventilation systems, and spacious cargo capacities [10][12][15] Advanced Technology - Both models are equipped with the Qualcomm Snapdragon 8295 chipset and NVIDIA Orin-X processors, enabling advanced driver-assistance systems and immersive digital cockpits [25] - The G9 includes features such as fully automated parking and remote summon capabilities, enhancing the user experience [23][25] Availability - The XPENG G6 and G9 are now available for order in several European countries, with deliveries expected to begin at the end of summer 2025 [26]

工厂参观成为当前文旅市场的新宠。从伊利现代健康智慧谷到小米汽车工厂，再到AG600飞机总装生产 线，各地工厂车间纷纷从幕后走到台前，吸引大量游客参观打卡。工厂游的火爆，不仅为旅游业注入新 活力，更从侧面折射出中国制造的升级蜕变。 与服务深度融合拓宽中国制造新边界。工厂游一头连着工业生产，一头连着旅游消费，是制造业与服务 业深度融合的生动实践。当生产线变身旅游景点，生产流程成为体验项目，传统工厂突破了单一生产属 性，衍生出工业观光、科普教育、品牌体验等多元服务场景。这种融合既拓展了制造业的增值空间，也 为服务业注入工业基因，形成"生产提效、消费提质、产业增值"的良性循环。 工厂游的火爆，是中国制造魅力的集中展示。夯实规模优势，持续向高端化、智能化、绿色化迈进，中 国制造将以更开放的姿态展现更多实力与自信。 （文章来源：经济日报） 工厂游火热，是消费需求、产业升级等多重因素作用的结果。工厂游起源于20世纪50年代的法国，雪铁 龙等汽车企业开始向公众开放生产车间，展示汽车生产流程，提升品牌形象，引起众多厂商效仿。如 今，汽车制造类企业仍是开放工厂游的重点类型，此外还包括食品、纺织、机器人等。工厂游火热背后 的原因在 ...

证券代码：000768 证券简称：中航西飞 中航西安飞机工业集团股份有限公司 投资者关系活动记录表 公司坚定科技自立自强之路，强化科技创新体系战略支撑 作用，积极开展基础应用研究、前沿技术研究，统筹推进创新 平台建设，积极参与重大科技项目，全面优化创新激励机制， 充分激发创新内生动力，精心营造科技创新氛围，数智航空能 力体系建设深入推进，创新投入持续加强，依托大飞机创新原 成功孵化省部级实验室，高等级科技奖励不断取得突破，持续 赋能航空武器装备研制，加速形成新质战斗力。 公司拥有诸多国家发明专利、实用新型专利，形成了以大 型飞机、中型运输机、轰炸机、特种飞机、大型部件为代表的 飞机数智化研制体系，即数字化设计、数字化制造的协同研制 能力，专业齐全、技术领先的军民机产品研发设计能力，在无 人机智能化、低成本等关键技术领域取得突破。 （二）先进的民用航空 编号：2025-006 | 投资者关系 | 特定对象调研分析师会议 | | --- | --- | | | □媒体采访□业绩说明会 | | 活动类别 | □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） | | 活动参与人员 ...

据了解，近年来随着国产自研高性能航空装备的亮相，及国际客户的需求增长，为国产航空装备出口带 来新机遇。广联航空始终注重技术研发与产业协同，不断提升产品性能与质量稳定性，强化与上下游产 业链的合作，致力于构建完善的军贸业务体系，以更好地把握国际市场机遇，推动业务持续拓展。 广联航空通过聚焦航空航天高端装备制造领域，持续为国内各主机厂及科研院所提供研制配套服务，部 分产品通过总体单位及专业军贸公司的渠道实现出口，其中WJ-700高空高速无人机等重点产品的整机 结构已实现批量交付。 广联航空（300900）披露投资者关系活动记录表显示，公司于7月9日举行路演活动，中泰证券 （600918）、国投瑞银和银华基金等19家机构投资者参加活动。 广联航空参与了国家批复的多个大型飞机研制项目，是C919大型客机的零部件、成型工装供应商和 C929货舱门等零部件及中机身壁板组件装配生产线的供应商，设计制造了AG600水陆两栖飞机的总装 配生产线，此外还为多种型号军用飞机、航空发动机、燃气轮机、航天器以及无人机研制航空航天配套 产品。 据广联航空介绍，公司在西安、成都、自贡等地的产能布局已进入释放期，聚焦航空航天高端装备的研 发 ...

| 品牌 | 型号 | 数量 | 年份 | | --- | --- | --- | --- | | DIODES | DMT10H009LCG-7 | 18K | 21+ | | LITTELFUSE | V320LA20AP | 60K | 22+ | | HYNIX | H5ANBG6NAMR-XNC | 40K | 22+ | | 润石 | RS2299XTQC16 | 100K | 24+ | 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片，总重量 10吨 ，库存价值高达 1亿+ 。同时，芯片超人在深圳设有独立实验室，每颗物料 均 安排QC质检 。 求购以下料号 | 品牌 | 型号 | 数量 | | --- | --- | --- | | ADI | LTM4628EV#PBF | 200个 | | ADI | LTM4634IY#PBF | 238个 | | ADI | AD8512ARMZ | 1200个 | | DEGSON/高松 | 2EDGRM-5.08-03P-14-100Z(H) | 800PCS | 优势物 ...

Core Insights - The Chinese passenger car market achieved a record high in June, with wholesale sales reaching 2.5 million units, a year-on-year increase of 15% [1][2] - Intense price competition is escalating, particularly among brands like Geely, XPeng, and Leap Motor, which are offering deeper discounts compared to industry leader BYD [1][5] - The ability of automakers to halt price wars will be a focal point for market observers, especially under the backdrop of anti-involution policies [1][7] Sales Performance - June saw wholesale, retail, and production figures all hitting monthly records, with wholesale sales at 2.5 million units, retail deliveries at 2.1 million units (up 18% year-on-year), and production increasing by 13% [2][4] - Exports also reached a new high of 480,000 units, marking a 28% year-on-year increase [4] Price Competition - The report highlights that retail discounts have widened across brands, with Geely's discounts increasing by 3.1 percentage points, XPeng's by 3.5 percentage points, and Leap Motor's by 1.2 percentage points [5][6] - BYD's recent price adjustments have not matched the aggressive discounting strategies of its competitors [5][7] New Energy Vehicle Growth - New energy vehicles (NEVs) continue to show strong growth, with wholesale sales reaching 1.24 million units in June, a 27% year-on-year increase [8] - The penetration rate of electric vehicles remains high at 50% for June, contributing to a 9 percentage point increase year-on-year for the first half of 2025 [8] - BYD holds a 30% market share in the NEV sector, with June sales of 378,000 units, while Tesla reported sales of 72,000 units [8]

Strasbourg, France, July 9, 2025, 5:45 p.m. CET — Transgene (Euronext Paris: TNG), a biotech company that designs and develops virus-based immunotherapies for the treatment of cancer, today announced the appointment of Emmanuelle Quilès as an independent Director to its Board of Directors. She succeeds Philippe Archinard, who is retiring from the Board. Emmanuelle Quilès brings more than 25 years of experience in strategic leadership roles across the global pharmaceutical industry. Until recently, Emmanuell ...

事件评论 6 月交付环比提升，同比高增224%，后续G7 新车上市有望持续拉高销量。公司6 月交付34,611 台，同 比+224.4%，环比+3.2%。2025Q2 累计交付共10.3 万台，同比+241.6%，再创单季度历史新高。结构持 续改善，其中Q2 小鹏X9 交付7,451 台，环比增长112%，同比增长41%；MONA M03 中Max 版本订单 占比稳定在80%以上，MONA 上市至今已连续10 个月交付超万台；G6 在6 月交付8,700 台，表现亮 眼。出海方面，6 月19 日小鹏汽车在印度尼西亚正式推出旗舰车型小鹏X9，宣布右舵版X9 将于今年7 月在当地投产，迈出全球属地化生产的关键一步。 强势新车周期下销量持续向好，后续新车密集上市有望持续增强销量。新款小鹏G6、G9上市即热销， 多次获得国内细分市场销量冠军，同时小鹏G6、G9 在多个海外市场长期位列细分市场第一名。7 月3 日小鹏G7 正式上市，后续预期，Q3 将发布全新一代P7，Q3 将有两款全新的重磅车型开始交付，Q4 小 鹏鲲鹏超级电动车型逐步进入量产，实现"一车双能"。盈利层面，预期公司Q4 实现单季度扭亏，实现 全年规模自 ...

此前在小鹏G7的预售发布会上，小鹏给出其预售价为23.58万元，在发布会前，小鹏副总裁陈永海在微 博上表示，小鹏G7绝无可能定在20万元以内。 【文/观察者网 刘怀文 编辑/高莘】7月3日，小鹏汽车在北京正式发布了定位家庭的智能纯电SUV小鹏 G7，售价19.58万—22.58万元，在上市期间下定额外赠送价值1.7万元的配置。 然而到正式上市时，小鹏G7通过新增一个长续航版本，还是将最低起售价定到了20万以内，甚至与小 鹏G6的价格区间产生一定程度的重合。可以看出，为了应对市场变化，小鹏也在飞速调整自己的产品 策略，为了打造出爆款产品，不惜以3月份才改款上市的小鹏G6作为代价。 2024年11月，小鹏推出了纯电中大型轿车小鹏P7+，凭借更低的价格、更大的空间和更高的舒适性配 置，成就了小鹏在20万价位的第一个爆款。小鹏G7的产品策略与P7+如出一辙，决心将实用主义奉行到 底，打造出满足最多用户需求的极致性价比的产品。 小鹏G7拥有超大的车内空间，在与小鹏G6轴距相同的条件下，小鹏G7通过加长前悬和后悬，改善溜背 造型，又一次增大了车内空间。在小鹏G6同级领先"得房率"的基础上，小鹏G7更上一层楼，可以满足 在 ...