汽车和汽车零部件行业周报 20250817 摩托车：推荐中大排量龙头车企【春风动力】，建议关注【隆鑫通用】。轮胎： 推荐龙头【赛轮轮胎】及高成长【森麒麟】。重卡：天然气重卡上量+需求向上， 推荐【中国重汽】。 人形机器人运动会开幕 具身智能催化可期 2025 年 08 月 17 日 ➢ 本周数据：2025 年 8 月第 2 周（8.4-8.10）乘用车销量 38.3 万辆，同比- 5.2%，环比-18.6%；新能源乘用车销量 21.9 万辆，同比+2.7%，环比-11.7%； 新能源渗透率 57.3%，环比+4.5pct。 ➢ 本周行情：汽车板块本周表现强于市场。本周（8 月 11 日-8 月 15 日）A 股 汽车板块上涨 2.7%，在申万子行业中排名第 14 位，表现强于沪深 300（2.0%）。 细分板块中，摩托车及其他、汽车零部件、乘用车、商用载客车、商用载货车分 别上涨 6.4%、3.2%、1.8%、1.5%、0.7%，汽车服务下跌 1.8%。 ➢ 本周观点：本月建议关注核心组合【吉利汽车、比亚迪、理想汽车、小鹏汽 车、小米集团、伯特利、拓普集团、新泉股份、沪光股份、春风动力】。 ➢ 世界人形机器人 ...

Group 1 - Xiaomi's smart lock misidentified a delivery person's face, leading to unauthorized access [4] - The model involved is Xiaomi Smart Lock 2 Pro, which has previously required multiple face scans for accurate recognition [4] - Xiaomi's customer service stated they would investigate the incident and send an engineer for inspection [4] Group 2 - McDonald's is recruiting retired employees with flexible work schedules and a monthly salary of 3,000 to 4,000 yuan [4][6] - The recruitment targets individuals who have reached retirement age, offering benefits such as triple pay on public holidays and employee discounts [4][6] Group 3 - Perplexity, an AI startup, has made a bid of $34.5 billion to acquire Google's Chrome browser, significantly exceeding its own valuation of $18 billion [6] - The bid is seen as a challenge to Google's dominance in the search engine market, with varying estimates of Chrome's value between $20 billion and $50 billion [6] Group 4 - iPhone 17 Pro is expected to feature a redesigned antenna layout, enhancing signal efficiency and reducing latency in high-density areas [8] - The new design aims to improve wireless performance, particularly for 5G and next-gen Wi-Fi [8] Group 5 - Tencent Music reported a total revenue of 8.44 billion yuan for Q2 2025, a year-on-year increase of 17.9% [27] - The adjusted net profit for the same period was 2.64 billion yuan, reflecting a 33% increase [27] Group 6 - NIO's stock fell nearly 9% while other Chinese tech stocks saw gains, with Tencent Music and Alibaba both rising over 3% [28] - NIO's decline is part of a broader trend affecting several Chinese electric vehicle manufacturers [28] Group 7 - Kweichow Moutai's new product has seen resale prices exceed 10,000 yuan per bottle, significantly higher than its original price of 7,000 yuan [16][17] - The limited edition product sold out within two minutes of its release [17] Group 8 - China Unicom reported a revenue of 200.2 billion yuan for the first half of 2025, marking a 1.5% year-on-year increase [31] - The company's pre-tax profit reached 17.8 billion yuan, up 5.1% from the previous year [31]

来源：国金证券第5小时 申购+缴款：能之光 920056.BJ * 1、中美双方发布《中美斯德哥尔摩经贸会谈联合声明》。美方承诺继续调整对中国商品（包括香港特别行政区和澳门特别行政区商品）加征关税的措 施，自8月12日起继续暂停实施24%的对等关税90天。中方自8月12日起继续暂停实施24%对美加征关税以及有关非关税反制措施90天。在不可靠实体清单 方面，中方继续暂停4月4日公告相关措施90天，停止4月9日公告相关措施。 2、三部门联合印发《个人消费贷款财政贴息政策实施方案》，明确2025年9月1日至2026年8月31日期间，符合条件的个人消费贷款可享受财政贴息。贴息 范围包括单笔5万元以下消费，以及单笔5万元及以上的家用汽车、养老生育等重点领域消费。每人在同一家机构最高可享3000元贴息。 3、财政部等九部门印发《服务业经营主体贷款贴息政策实施方案》，明确对符合条件的餐饮住宿、健康、养老、托育、家政、文化娱乐、旅游、体育8类 消费领域服务业经营主体贷款给予财政贴息。单户享受贴息的贷款规模最高可达100万元。 4、美国7月CPI同比持平于2.7%，低于预期的2.8%，环比则上涨0.2%符合市场预期。7月核心C ...

Group 1 - The US and China have agreed to suspend the implementation of 24% tariffs on each other's goods for 90 days starting from August 12, 2023 [2] - A new personal consumption loan subsidy policy has been introduced, allowing eligible loans to receive financial subsidies from September 1, 2025, to August 31, 2026, with a maximum subsidy of 3,000 yuan per person [2] - A loan subsidy policy for service industry operators has been issued, providing financial subsidies for loans up to 1 million yuan for specific sectors including catering, health, and tourism [2] Group 2 - The US CPI for July remained flat at 2.7%, lower than the expected 2.8%, while the core CPI rose by 3.1%, exceeding expectations [3] - The market anticipates a greater than 90% probability of the Federal Reserve lowering interest rates in September following the CPI data release [3] Group 3 - The A-share market continues to show a slow bull trend, with major indices reaching new highs for the year, particularly in the semiconductor sector [5] - The Hong Kong Hang Seng Index rose by 0.25%, while the Hang Seng Technology Index fell by 0.38% [6] - The A-share financing balance has surpassed 2 trillion yuan for the first time in ten years, indicating strong interest in sectors like electronics and pharmaceuticals [6] Group 4 - Tencent Music reported a 17.9% year-on-year increase in total revenue for Q2, reaching 8.44 billion yuan, with a 33% growth in adjusted net profit [7] - The company has seen a 6.3% increase in the number of paid online music users, totaling 124.4 million [7] Group 5 - The domestic stock market and commodities continue to show strength, while the bond market remains under pressure, with the 30-year government bond yield surpassing 2% [23] - The US Treasury Department reported a significant increase in tariff revenue, reaching $28 billion in July, a 273% year-on-year increase [18]

北京商报讯（记者 刘晓梦）8月12日，特斯拉中国官网上线Model 3长续航后轮驱动版车型，成为目前 特斯拉在售续航最长的车型。 根据官网显示，Model 3长续航后轮驱动版CLTC续航达830公里，售价26.95万元起。同时，Model 3高性 能全轮驱动版车型迎来续航升级，CLTC续航提升至647公里，起售价保持33.95万元不变。 ...

责任编辑：吴思楠 新浪科技讯 8月12日上午消息，特斯拉中国官网上线Model 3长续航后轮驱动版车型，成为目前特斯拉 在售续航最长的车型。 Model 3长续航后轮驱动版CLTC续航达830公里，百公里加速5.2秒，售价26.95万元起；同时，Model 3 高性能全轮驱动版车型迎来续航升级，CLTC续航提升至647km，起售价保持33.95万元不变。 8月31日前下单，还能叠加"5年0息""8000元保险补贴""8000元车漆选装礼金" "1299元特享充电权益""智 能辅助驾驶限时免费转移"等多重福利。 ...