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【快讯】每日快讯(2025年6月27日)
乘联分会· 2025-06-27 08:50
Domestic News - China FAW Group has established a new company, FAW Qixin Power (Changchun) Technology Co., Ltd., with a registered capital of 500 million yuan, focusing on AI and robotics, marking a significant step in the company's smart transformation strategy [5] - Buick has launched the next-generation intelligent cockpit based on Qualcomm's SA8775P chip, set to debut in the Buick high-end new energy sub-brand "Zhijing" in the second half of 2025 [6] - Dongfeng Motor Group has formed a new company, Yipai Automotive Technology Co., Ltd., to integrate resources and strengthen its independent passenger vehicle business [7] - Lexus has officially commenced construction of its new energy project in Jinshan District, Shanghai, with an expected annual production capacity of 100,000 vehicles starting in 2027 [9] - Li Auto has opened its first shuttle supercharging flagship station in Changzhou, featuring advanced charging technology that allows for efficient vehicle turnover and reduced waiting times [10] - CATL plans to introduce its battery swapping technology to the European market, aiming to build 1,000 battery swap stations in China by the end of the year and expand to 10,000 in three years [11] - GAC Group has opened its first battery service center in Thailand, enhancing its global strategy and providing comprehensive battery services [12] - Garrett has inaugurated its new innovation center in Wuhan, China, to enhance its zero-emission technology development capabilities [13] International News - U.S. new car sales in June are expected to increase by 2.5% year-on-year, reaching 1.25 million units, although actual sales may decline by 5.4% when adjusted for sales days [14] - Japan has reiterated its opposition to the U.S. imposing a 25% tariff on imported cars, highlighting the significant investment Japanese automakers have made in the U.S. [15] - Tesla is introducing a "virtual queue" system to alleviate the demand for supercharging stations, aiming to improve charging efficiency and user experience [16] - BMW continues to invest in internal combustion engine development while advancing its electrification efforts, emphasizing consumer choice in the transition to electric vehicles [17] Commercial Vehicles - Yutong has launched its new high-end bus model, Tianyu S12, in Xi'an, featuring various seating configurations to meet the latest demands in passenger transport [19] - Changan's Kai Cheng V919, the first pure electric rear-drive wide-body light bus, has been globally launched, marking a significant step in the company's commercial vehicle strategy [20] - FAW Liberation has celebrated the sale of over 1,100 new energy commercial vehicles in the Jinmeng region, reinforcing its commitment to the dual carbon strategy [21] - SANY's electric heavy-duty trucks were showcased at the Mobility Live Middle East exhibition in Dubai, highlighting the growing demand for electric transportation solutions in the region [22]
【乘联分会论坛】2025年5月皮卡市场分析
乘联分会· 2025-06-27 08:50
Core Viewpoint - The article highlights the robust growth and evolving dynamics of the pickup truck market in China, emphasizing the strong performance of domestic manufacturers, particularly in the context of both traditional and new energy vehicles. Group 1: Overall Market Analysis - In May 2025, the national pickup production reached 52,000 units, a year-on-year increase of 21%, with cumulative production from January to May at 255,000 units, up 23.4% [2] - The pickup market sales in May 2025 were 52,000 units, reflecting a year-on-year growth of 14% but a month-on-month decline of 10%, indicating a high level compared to the past five years [2][12] - The pickup market is primarily driven by demand in the Southwest and Northwest regions, which accounted for approximately 45% of total demand in May 2025 [2][21] Group 2: Export Performance - In May 2025, pickup exports reached 29,000 units, a year-on-year increase of 23%, with cumulative exports from January to May at 132,000 units, up 47% [3][14] - The export share of pickups in total sales rose from 45% in 2024 to 55% in May 2025, indicating a strong international market presence [3][14] Group 3: New Energy Pickup Development - New energy pickup sales in 2024 were 21,000 units, a significant year-on-year increase of 170%, with May 2025 sales at 8,000 units, up 503% year-on-year [4][19] - Cumulative sales of new energy pickups from January to May 2025 reached 34,000 units, reflecting a staggering growth of 1038% [4][19] Group 4: Manufacturer Analysis - Great Wall Motors continues to dominate the domestic pickup market with nearly 50% market share, while other manufacturers like Jiangling, Zhengzhou Nissan, and Isuzu maintain strong positions [31][32] - The competitive landscape is characterized by a few leading manufacturers, with Great Wall Motors, BYD, and Jianghuai showing significant growth in both domestic and export markets [29][34] Group 5: Regional Sales Dynamics - The pickup market is primarily concentrated in small cities and rural areas, with recent growth in demand from these regions, particularly in the Southwest and Northeast [41][42] - Major cities like Shenzhen have shown strong performance in new energy pickups, while traditional fuel pickups face challenges in larger urban markets [27][40]
【联合发布】一周新车快讯(2025年6月21日-6月27日)
乘联分会· 2025-06-27 08:50
Core Viewpoint - The article provides an overview of new vehicle models set to be launched in June 2025, detailing specifications, pricing, and market segments for each model [2][3]. Group 1: New Vehicle Launches - Chery Automobile will launch the Jietu Free Traveler on June 23, 2025, positioned as an A SUV with a starting price of 144,900 CNY [7]. - SAIC-GM will introduce the Buick GL8 Land Business Cabin on June 26, 2025, classified as a C MPV, with a price of 229,900 CNY [15]. - Volvo Asia Pacific is set to release the XC60 on June 26, 2025, categorized as a B SUV, with prices ranging from 396,900 to 474,900 CNY for different variants [23]. - SAIC Passenger Vehicle will launch the Feifan F7 on June 26, 2025, a C NB model priced between 182,900 and 211,900 CNY [31]. - SAIC Passenger Vehicle will also release the Feifan R7 on June 26, 2025, a C SUV with a price range of 179,900 to 209,900 CNY [39]. - Xiaomi Automobile will introduce the YU7 on June 26, 2025, a C SUV priced between 253,500 and 329,900 CNY [47]. - FAW Car will launch the Hongqi HS3 PHEV on June 26, 2025, an A SUV priced at 161,800 CNY [55]. - FAW Car will also release the Hongqi H6 on June 26, 2025, a B NB model with prices ranging from 179,800 to 239,800 CNY [63]. - Dongfeng Peugeot will introduce the Peugeot 408X on June 26, 2025, a B NB model priced between 153,700 and 179,700 CNY [71]. Group 2: Technical Specifications - The Jietu Free Traveler features a 2.0T engine with a power output of 187 kW and torque of 390 N·m [7]. - The Buick GL8 Land Business Cabin is equipped with a 2.0T engine, producing 174 kW and 350 N·m of torque [15]. - The Volvo XC60 offers both fuel and plug-in hybrid options, with the fuel variant having a power output of 184 kW and the hybrid variant reaching 228 kW [23]. - The Feifan F7 is a pure electric vehicle with a power output of 150 kW and a torque of 350 N·m [31]. - The Feifan R7 also features a pure electric powertrain with outputs of 150 kW to 165 kW [39]. - The Xiaomi YU7 offers multiple variants with power outputs ranging from 235 kW to 365 kW [47]. - The Hongqi HS3 PHEV combines a 1.5T engine with an electric motor, yielding a total power of 278 kW [55]. - The Hongqi H6 features a 2.0T engine with a power output of 165 kW [63]. - The Peugeot 408X is powered by a 1.6T engine, producing 129 kW [71].
【快讯】每日快讯(2025年6月26日)
乘联分会· 2025-06-26 08:34
Domestic News - Shenzhen leads the nation in the scale of autonomous vehicle operations, with expectations to exceed 1,000 units by the end of 2025, currently having nearly 300 operational vehicles [2] - Mercedes-Benz plans to produce a new pure electric MPV in Fujian, with the new long-wheelbase CLA model featuring an 800V high-voltage system and a battery-to-wheel energy conversion efficiency of 93% [3] - BYD collaborates with European steel manufacturer voestalpine to enhance its localization strategy, aiming for local consumers to view BYD as a European manufacturer within five years [4] - Geely accelerates its electric vehicle strategy in Mexico, having secured an order for 1,100 units of the Zeekr model, marking a significant step in its local electric ecosystem [5] - GAC AION UT launched in Bangkok with over 4,500 pre-orders, indicating strong market interest in Southeast Asia [6] - Kaiyi Automobile establishes a supply chain company with a registered capital of 2 billion RMB, focusing on supply chain management and automotive sales [7] - SAIC Group and CATL establish a power system company in Shanghai, focusing on battery sales and technical services [8][9] - Beijing Bank signs a strategic cooperation agreement with Terui De, aiming to deepen collaboration in green finance and zero-carbon technology [10] International News - Mazda's new generation rotary engine is nearing completion, with the Iconic SP concept car expected to feature a dual-rotor engine as a range extender [12] - LG Energy Solution and Toyota Tsusho establish a joint venture in the U.S. for battery recycling, with an annual processing capacity of 13,500 tons of battery waste [13][14] - QNX and Vector sign a memorandum of understanding to develop a foundational vehicle software platform, aimed at simplifying the development of software-defined vehicles [15] - Avtovaz predicts a 25% decline in Russian car sales this year, down to 1.1 million units from 1.55 million last year [16] Commercial Vehicles - Skyworth New Energy delivered 50 heavy-duty electric trucks and signed intent orders for 400 units, marking a significant breakthrough in the green logistics sector [17] - Great Wall Motors launches its G series hybrid heavy-duty trucks, achieving a fuel consumption reduction of 15%-25% [18] - Shandong Heavy Industry Weichai Group signs a strategic cooperation agreement with the Chongqing Jiangjin District government to expand in hydrogen energy and high-end equipment industries [19][20] - Thailand considers a trade-in program for old pickup trucks to stimulate sales, allowing tax incentives for vehicles aged 20-25 years [21]
【深度分析】2025年5月份全国新能源市场深度分析报告
乘联分会· 2025-06-26 08:34
一、整体总市场 二、 细分总市场 三、 厂商表现 四、 车型大类细分市场 五、 品牌定位细分市场 六、 国别定位细分市场 七、 价格定位细分市场 目录 Contents 说明: 总市场(轿车、MPV、SUV) : ICE+BEV+PHEV 新能源市场(轿车、MPV、SUV): BEV+PHEV ICE: 燃油车 NEV: 新能源 BEV:纯电动 PHEV: 插电混动 NEV= BEV (含FCV) +PHEV (含EREV) 点 击 蓝 字 关 注 我 们 本文为中国汽车流通协会乘用车市场信息联席分会发布的权威深度市场分析报告,涵盖了: 产销数据来源 中国汽车流通协会乘用车市场信息联席分会月报表(零售表,狭义汇总) -终稿 未计入份额低于2%的细分市场 豪华品牌: 奔驰、宝马、奥迪、凯迪拉克、捷豹、路虎、沃尔沃、英菲尼迪、讴歌、特斯拉 价格: 以起步市场指导价划分 分为10万以下、10-20万、20-30万、30-40万、40万以上五档 》整体总市场 | 2025年5月 | | --- | | 整体总市场产销情况 | | 单位: 铜 | 类别 | 产量 | 批发 | HO | 零售 | | --- | --- ...
【快讯】每日快讯(2025年6月25日)
乘联分会· 2025-06-25 08:31
Domestic News - The Ministry of Commerce will organize the 2025 New Energy Vehicle Consumption Season from July to December 2025 to stimulate consumption potential and create new growth points in the automotive sector [3] - Six departments jointly issued guidelines to enhance financial support for consumption, encouraging financial institutions to provide various services for trade-in programs and increasing credit support for related enterprises [4] - The Ministry of Commerce aims to promote the commercial application of advanced intelligent driving vehicles while ensuring safety and compliance [5] - Guangzhou has implemented a policy allowing applicants who have been unsuccessful in the car license lottery to directly receive license plates, easing purchase restrictions [6] - Seres Automotive completed a strategic capital increase of up to 5 billion yuan, with several financial institutions participating [7] - Xiaomi's Yu7 model now supports external voice commands through its AI assistant, enhancing user interaction [8] - NIO's Firefly brand launched a Battery-as-a-Service (BaaS) rental service, reducing the car price by 40,000 yuan for users opting for this service [9] - GAC opened a sales service center in Benghazi, Libya, marking a significant step in its North African market expansion [9] International News - The South Korean market for imported diesel vehicles has significantly declined, with sales dropping by 60.2% year-on-year in May 2025 [11] - Cadillac delivered its first Celestiq model, a luxury vehicle starting at $350,000, showcasing its return to the high-end automotive market [12][13] - Uber and Waymo have launched a self-driving ride-hailing service in Atlanta, expanding their autonomous vehicle offerings [14] - Continental AG has lowered its profit margin forecast for the year due to rising costs from U.S. tariffs, now expecting a maximum adjusted EBIT margin of 11% [15] Commercial Vehicles - Beiqi Foton signed a memorandum for a localized manufacturing plant in Saudi Arabia, delivering 1,000 school buses to local customers [16] - The first cross-border heavy-duty truck battery swap line was launched, covering a distance of 980 kilometers from Sichuan to Yunnan [17] - The Haval Shanhai Pao Hi4-T was officially launched, with two versions priced at 249,800 yuan and 228,800 yuan respectively [18] - Remote's alcohol-hydrogen electric technology was showcased at a Zhejiang energy-saving promotion event, highlighting advancements in green transportation [19]
【周度分析】车市扫描(2025年6月16日-6月22日)
乘联分会· 2025-06-25 08:31
Group 1: Market Overview - From June 1 to June 22, the national passenger car retail market reached 1.269 million units, a year-on-year increase of 24% compared to the same period last year, and an 8% increase compared to the previous month [4][5] - Cumulative retail sales for the year reached 10.086 million units, reflecting an 11% year-on-year growth [4] - The wholesale volume for the same period was 1.238 million units, up 14% year-on-year and 9% month-on-month, with cumulative wholesale sales for the year at 12.028 million units, a 12% increase [4][6] Group 2: New Energy Vehicles - Retail sales of new energy vehicles from June 1 to June 22 reached 691,000 units, a 38% year-on-year increase, with a retail penetration rate of 54.5% [4][6] - Cumulative retail sales of new energy vehicles for the year reached 5.049 million units, a 35% year-on-year increase [4] - Wholesale volume for new energy vehicles was 666,000 units, a 22% year-on-year increase, with a wholesale penetration rate of 53.8% [4][6] Group 3: Market Dynamics - The domestic economic situation has improved, with recent export recovery stabilizing domestic demand, supported by various consumption promotion policies [4][5] - The market is experiencing a shift in consumer preferences, with strong performance in both electric and hybrid vehicles, alongside a robust demand for fuel vehicles [5][6] - The first three weeks of June showed a significant increase in daily average retail sales, with the third week seeing a 30% year-on-year increase and a 42% month-on-month increase [3][6] Group 4: Inventory and Future Outlook - As of May 2025, the national passenger car inventory stood at 3.45 million units, with an inventory turnover of 54 days, indicating a slight increase in overall inventory pressure [6][7] - The market is expected to gradually decline in sales over the next three months as it transitions into a seasonal lull [7] - The automotive industry is increasingly driven by both domestic and international demand, with a notable improvement in industry order and inventory management [6][7] Group 5: Export Performance - In May 2025, China exported 682,000 vehicles, a 20% year-on-year increase, with cumulative exports from January to May reaching 2.83 million units, reflecting a 16% growth [8][9] - The top ten countries for vehicle exports in May included Mexico, UAE, and Brazil, with significant increases in exports to the Middle East [8][9] - New energy vehicle exports reached 296,000 units in May, a 43% increase, accounting for 43% of total vehicle exports [9][10]
【快讯】每日快讯(2025年6月24日)
乘联分会· 2025-06-24 08:39
点 击 蓝 字 关 注 我 们 本文全文共 4726 字,阅读全文约需 15 分钟 目录 国内新闻 1.广州发布智能网联新能源汽车三年计划 2.河南率先明确车贷利率上限 年化不得超过6% 3.吉利汽车获得ISO与PAS8800安全认证 4.业务独立 中国长安汽车集团更名为辰致汽车 5.阿里云推PAI-TurboX优化自动驾驶训练 6.特斯拉已开始从中国向印度运输首批车辆 7.哈啰宣布进军Robotaxi赛道 8.赣锋锂业在芜湖投资成立新能源科技公司 国外新闻 1.5月欧洲汽车销量同比微增1.3% 2.特斯拉在美国得州推出自动驾驶出租车 3.电气化车型5月在欧洲的销量继续攀升 4. 丰田汽车7月将在美国涨价 商用车 1. 重汽HOWO轻卡CNG产品首发盛典圆满举行 2. 福田卡文新能源获12亿增资 3. 苇渡科技Windrose获多家银行授信 国内新闻 1 广州发布智能网联新能源汽车三年计划 时间:2025.6.24 来源:第一电动网 近日,广州市人民政府办公厅印发《广州市推动智能网联新能源汽车产业发展三年行动计划》,旨在推 动汽车产业转型升级,目标到2027年培育2—3家新能源汽车年产量超50万辆的汽车企业, ...
【宏观经济】一周要闻回顾(2025年6月18日-6月24日)
乘联分会· 2025-06-24 08:39
点 击 蓝 字 关 注 我 们 本文全文共 990 字,阅读全文约 3 分钟 2025年5月份全社会用电量同比增长4.4% 2025年5月份全社会用电量同比增长4.4% 2025年1—5月全国吸收外资3581.9亿元人民币 2025年1—5月份全国电力工业统计数据 6月20日,国家能源局发布5月份全社会用电量等数据。 5月份,全社会用电量8096亿千瓦时,同比增长4.4%。从分产业用电看, 第一产业用电量119亿千瓦时, 同比增长8.4%;第二产业用电量5414亿千瓦时,同比增长2.1%;第三产业用电量1550亿千瓦时,同比增长 9.4% ;城乡居民生活用电量1013亿千瓦时,同比增长9.6%。 1-5月,全社会用电量累计39665亿千瓦时,同比增长3.4%,其中规模以上工业发电量为37266亿千瓦时。 从分产业用电看,第一产业用电量543亿千瓦时,同比增长9.6%;第二产业用电量25914亿千瓦时,同比增长 2.2%;第三产业用电量7406亿千瓦时,同比增长6.8%;城乡居民生活用电量5802亿千瓦时,同比增长3.7%。 (来源:国家能源局 ) 2025年1—5月全国吸收外资3581.9亿元人民币 从来源地 ...
【新能源周报】新能源汽车行业信息周报(2025年6月16日-6月22日)
乘联分会· 2025-06-24 08:39
点 击 蓝 字 关 注 我 们 目 录 行业信息 40.0%、35.5%、31.7% 政策信息 1、最高处 5 倍罚款 河南新能源汽车修保养须明码标价 2、广州开发区、黄埔区:重点突破 CPU、GPU 等高端芯片设计 1、工信部:1-4 月全国锂电池总产量超过 473GWh 2、中国新能源汽车质量和可靠性提升工程建设专项工作启动会召开 3、国家统计局:5 月份 3D 打印设备、工业机器人、新能源汽车产品产量同比分别增长 4、中加签署建设新能源汽车工厂谅解备忘录,首家中国新能源车企落户加纳 5、LG 新能源与奇瑞汽车签署 6 年 46 系大圆柱电池供货协议,订单规模达 8GWh 6、全国首个税电融合示范超充站在深汕上线运营 7、深圳全面启动"超充之城 2.0"建设计划 8、交易商协会:鼓励支持汽车企业加大债券融资、规范健康发展 9、华为引望新专利:可提示驾驶员接管车辆,给人留出一定的反应时间 10、全球最大汽车滚装船启航 将搭载 8000 余辆中国汽车驶向欧洲 11、包揽前五名!中国零排放汽车领先全球 12、湖北楚能新能源进军整车制造行业 13、小鹏汇天与宏信集团签署合作协议 推动飞行汽车技术应用普及 14、国 ...