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6年融资190亿还缺钱?!又一锂电巨头赴港上市!
电动车公社· 2025-06-16 15:55
Core Viewpoint - The article discusses the recent trend of Chinese companies, particularly in the new energy vehicle sector, opting for secondary listings in Hong Kong to secure funding and expand globally, highlighting the case of CATL's successful IPO and the implications for other companies like EVE Energy [1][3][4][9][65]. Group 1: CATL's IPO and Market Context - CATL's successful listing in Hong Kong raised HKD 35.6 billion, marking it as the largest IPO globally at that time [1]. - The funds raised are intended for research and development, talent acquisition, and global expansion, achieving the company's objectives [3]. - The trend of secondary listings is spreading across the Chinese new energy vehicle sector, indicating a strategic shift in funding approaches [4][9]. Group 2: EVE Energy's Position and Strategy - EVE Energy, a lithium battery manufacturer, is recognized as a key supplier for major automotive brands, including Xpeng and BMW [12][13]. - The company has a diverse product range, including consumer batteries, power batteries, and energy storage batteries, with significant technological capabilities [16]. - EVE Energy has achieved global leadership in lithium primary battery sales and ranks second in energy storage battery shipments as of 2024 [17]. Group 3: Market Dynamics and Product Development - The current power battery market is dominated by ternary lithium batteries and lithium iron phosphate batteries, with various shapes like cylindrical and prismatic [19][20]. - EVE Energy has successfully mass-produced large cylindrical batteries, achieving a 97% yield rate, positioning itself as a leader in this segment [29][31]. - The company has secured significant orders for its large cylindrical batteries, with projected demand reaching approximately 564 GWh over the next five years [39][40]. Group 4: Financial Performance and Challenges - In 2024, EVE Energy reported a slight decline in revenue to CNY 48.6 billion, with a net profit decrease of 6.61% [55]. - The company faces challenges in cash flow, with operating cash flow dropping by 48.9% year-on-year, indicating potential liquidity issues [57]. - Despite the decline in cash flow, the company aims to leverage its large cylindrical battery technology to drive growth in its power battery business [60]. Group 5: Future Outlook and Funding Needs - EVE Energy's future production capacity needs to expand significantly to meet the projected demand for large cylindrical batteries, with a target of 210 GWh by 2025 [40][61]. - The company is exploring various funding avenues, including a secondary listing in Hong Kong, to address its capital requirements for expansion [65]. - The article suggests that many Chinese new energy companies may follow EVE Energy's lead in seeking opportunities in Hong Kong to meet their financing needs [86].
理想汽车与壳牌达成合作!零跑汽车首家香港门店开业!工信部:加大新车质量抽查监管力度!广汽丰田将与华为展开深度合作!丨一周大事件
电动车公社· 2025-06-15 15:40
Core Viewpoint - The article discusses recent developments in the automotive industry, particularly focusing on new electric vehicle (EV) launches, strategic partnerships, and regulatory updates in China. New Car Launches - Tesla launched the updated Model S and Model X in the US, with prices ranging from approximately 609,900 to 753,500 RMB. The Model S now offers an EPA range of 650 km, while the Model X has improved interior space and features [5][7][9] - The new Ora Good Cat is available for pre-sale with a price range of 89,800 to 109,800 RMB, featuring two battery options with ranges of 401 km and 430 km [10][12][13] - Lynk & Co announced its first mid-size plug-in hybrid sedan, the Lynk 10 EM-P, which features a 1.5T engine and dual-motor all-wheel drive [16][17] - Xiaopeng G7 is now available for pre-sale at 235,800 RMB, boasting a range of 702 km and advanced AI capabilities [18][29][32] - FAW Toyota's bZ5 was launched with a price range of 129,800 to 159,800 RMB, featuring a 15.6-inch central control screen and various advanced driver assistance systems [34][38][41][43] - Chery's Duomi, a mini SUV, was launched with prices between 59,900 and 69,900 RMB, offering two range options of 305 km and 405 km [46][49] Company Developments - Li Auto signed a strategic cooperation agreement with Shell to enhance lubrication supply and global expansion efforts [52][53][55] - Geely introduced its Raytheon AI Hybrid 2.0 technology, which aims to optimize fuel consumption and performance through AI [56][60][62] - GAC Toyota announced plans to launch extended-range models and deepen collaboration with Huawei, indicating a shift towards more localized production [64][69] - GAC Group unveiled its first mass-produced flying car, GOVY AirCab, priced under 1.68 million RMB, set to begin operations in the Guangdong-Hong Kong-Macau area [70][72][74] - Leap Motor opened its first store in Hong Kong, marking its entry into the market and expanding its competitive landscape [75][78] - Xiaomi's SU7 Ultra set a record as the fastest mass-produced electric vehicle at the Nürburgring, showcasing its performance capabilities [79][82] - EVE Energy plans to list in Hong Kong to enhance its capital strength and global competitiveness, following its previous listing in Shenzhen [83][86] Domestic News - The Ministry of Industry and Information Technology announced increased regulatory scrutiny on new vehicle quality, focusing on high-risk models to ensure consumer safety [87][88][89]
今日新闻丨特斯拉发布改款Model S/X!理想汽车与壳牌达成合作!
电动车公社· 2025-06-14 15:41
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 今日新闻要点: 1 、 特斯拉在美发布改款 Model S/X 6 月 13 日,新款特斯拉 Model S 和 Model X 在美国正式上市。 其中, Model S 四驱版售价 84990 美元(约合人民币 60.99 万元), Plaid 版售价 99990 美元(约合人民币 71.76 万元); 两大新款车型新增了冰霜蓝车漆, Model S 四驱版EPA纯电续航提升至 650km , Model X 第三排空间进一步优化,另外在 NVH 、灯光等方面进行了优化 升级,并换装了按键转向灯的半辐方向盘。 整体来看,新款 Model S 和 Model X和Model 3/Y的焕新属于同样的操作,在不大动原有架构的基础上,尽可能补足产品力上的短板,内饰也不像以往那么 追求极简设计,而是尽可能向豪华方向靠拢。但这两台车的生命周期已经接近10年了,如果想要进一步吸引用户,还是要尽快推出换代车型才行。 2 、 理想汽车与壳牌达成合作 6 月 ...
全固态电池上车,就差临门一脚了?
电动车公社· 2025-06-14 15:41
Core Viewpoint - The year 2026 is anticipated to be a breakthrough year for revolutionary technologies in the electric vehicle (EV) sector, particularly with the introduction of all-solid-state batteries by major automakers in China [1][2]. Group 1: All-Solid-State Battery Overview - Major Chinese automakers, including Changan, SAIC, GAC, Dongfeng, Geely, and Chery, have set 2026 as the target year for the deployment of all-solid-state batteries [2]. - All-solid-state batteries offer significantly higher energy density compared to traditional lithium batteries, with theoretical pure electric range reaching up to 2000 km [2][4]. - The non-flammable nature of the electrolyte in all-solid-state batteries eliminates the risk of thermal runaway and combustion [3][4]. Group 2: Industry Standards and Definitions - The China Society of Automotive Engineers has released the "All-Solid-State Battery Determination Method" (T/CSAE 434-2025), marking the first global standard defining what constitutes an all-solid-state battery [7][10]. - The standard aims to clarify the confusion between solid-state, semi-solid, and all-solid-state batteries, which has been a significant issue in the industry [11][10]. - The new standard specifies that the moisture content in the electrolyte of an all-solid-state battery must not exceed 1% [20]. Group 3: Technical Aspects and Testing - The testing method for determining all-solid-state batteries involves visual inspection for liquid leakage and a weight loss test under vacuum conditions [21][22][27]. - The method has been validated by over 50 companies, demonstrating a low error rate of less than 0.3% [27]. Group 4: Sulfide Electrolytes and Commercial Viability - Sulfide electrolytes are highlighted as the most commercially viable option for all-solid-state batteries, with several automakers announcing imminent production [35][38]. - Sulfide electrolytes exhibit high ionic conductivity, making them suitable for high charging rates and wide temperature ranges [38][41]. - The interface issue between the solid electrolyte and electrodes is a critical challenge that needs to be addressed for mass production [46]. Group 5: Challenges and Cost Considerations - Despite their advantages, sulfide solid-state batteries face challenges such as poor chemical stability and high production costs [52][67]. - The cost of materials, particularly germanium used in sulfide electrolytes, is significantly high, impacting overall battery production costs [68][70]. - Manufacturing processes for sulfide solid-state batteries require extremely dry conditions, leading to higher production costs compared to traditional batteries [74][76]. Group 6: Historical Context and Future Outlook - Japan initially led research in solid-state electrolytes but has fallen behind in commercializing these technologies due to a focus on hybrid and hydrogen fuel cell technologies [84][85]. - In contrast, Chinese battery manufacturers have made significant progress in the last decade, positioning themselves to lead in the all-solid-state battery market [87][88].
造车,原来也可以有“预制菜”?
电动车公社· 2025-06-13 15:57
Core Viewpoint - The emergence of "pre-made dishes" in the automotive industry, exemplified by CATL's "Rock Solid Chassis," signifies a shift towards platform-based vehicle manufacturing, enhancing safety, efficiency, and design flexibility [4][73]. Group 1: Pre-made Dishes Concept - The concept of "pre-made dishes" has gained traction in various industries, including food and automotive, with companies like Hema and Dingdong Maicai launching their own pre-made meal products [2][3]. - CATL's introduction of the "Rock Solid Chassis" represents a new approach in vehicle manufacturing, akin to pre-made dishes, allowing automakers to focus on design and innovation while relying on a standardized platform [4][73]. Group 2: Safety Features - The "Rock Solid Chassis" has undergone rigorous safety testing, including a high-speed collision test at 120 km/h, demonstrating its ability to protect occupants and prevent battery fires [9][12]. - The chassis employs a "biomimetic turtle shell structure" to distribute collision forces, enhancing safety during impacts [19]. - High-strength materials, such as 2000 MPa submarine-grade steel and 600 MPa aerospace-grade aluminum, contribute to the chassis's durability and safety [20]. Group 3: Design and Development Efficiency - The "Rock Solid Chassis" allows for significant design flexibility, enabling automakers to create various vehicle types using the same platform, thus reducing development time and costs [42][46]. - The integration of over 400 standardized interfaces facilitates communication between the chassis and various vehicle systems, streamlining the development process [44]. - The development cycle for new models can be reduced from three years to 12-18 months, with an estimated 5% reduction in overall vehicle costs [46][47]. Group 4: Technological Integration - The chassis incorporates advanced technologies, such as a high degree of integration for battery systems, allowing for improved energy density and extended vehicle range [67]. - The "Rock Solid Chassis" supports rapid charging capabilities, achieving charging rates of over 5C [68]. - The use of drive-by-wire systems enhances vehicle responsiveness and allows for customizable driving experiences [70]. Group 5: Industry Implications - The introduction of the "Rock Solid Chassis" reflects a broader trend in the automotive industry towards platform-based manufacturing, which is essential for adapting to the fast-paced evolution of smart vehicles [72][76]. - This shift indicates a changing relationship between automakers and component suppliers, with suppliers taking a more prominent role in driving technological advancements [81].
今日新闻丨新款欧拉好猫开启预售,预售价8.98-10.98万元!吉利发布雷神AI电混2.0,将于银河A7、银河M9首发!
电动车公社· 2025-06-13 15:57
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 今日新闻要点: 1 、 新 款欧拉好猫开启预售 预售价 8.98-10.98 万元 6 月 12 日, 新 款欧拉好猫开启预售。新车共推出 401km 、 430km 两种续航共3款车型,预售价 8.98-10.98 万元。 新款欧拉好猫开启预售,预售价 8.98-10.98 万元; 吉利发布雷神 AI 电混 2.0 ,将于银河A7、银河M9首发; 2 、 吉利发布雷神 AI 电混 2.0 将于银河A7、银河M9首发 6 月 13 日,吉利汽车发布雷神 AI 电混 2.0 技术。 其中,雷神 EM-i 可以在 AI 加持下,实现预知路况、智能研判、主动决策,以优化整套系统的油耗表现,该技术将首发搭载在今年下半年上市的银河 A7 上。据官方宣称,搭载雷神 EM-i 的银河 A7 ,可实现百公里亏电油耗 2.5L ,综合续航超 2100km。 | 限时保险礼 | 下订立享交强险补贴 | | --- | --- | | 限时置换礼 | 厂家以旧换新 ...
预售23.58万,2100+TOPS算力!小鹏G7要靠L3狙击小米?
电动车公社· 2025-06-12 15:53
和我们一起重新思考汽车 关注 「电动车公社」 就在昨天,小鹏G7开启预售了。短短46分钟,小订就已经突破了1万台: 23.58万元的预售价,作为一台纯电中型SUV来说似乎并不算炸裂,能否挑战特斯拉Model Y、小米YU7、乃至智界R7、理想L6等车型,还是未知数。 这也就意味着,只要法规落地,小鹏G7很可能是首批实现L3的车型。 此外,别看它叫小鹏G7,但车长却比小鹏G9还要多1mm,空间表现也可圈可点。这种"下克上"在整个汽车行业里,都是非常少见的。 那么,小鹏G7都有哪些亮点?又能否成为特斯拉和小米的有力竞争对手? 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 但!小鹏G7搭载了三颗自研的图灵AI芯片,总算力2100TOPS,是目前所有量产车型中算力最高的,也用上了小鹏全新一代的AI技术架构,不用联网就能跑。 用何小鹏的话说,"这是第一款具有L3级别算力的AI汽车,也是一款面向未来的车"。 既然都看到这里了,再插播一下公社「视频 号」的广告 。除了今天的新车体验之外,平时文字说起来有些枯燥,但又值得「细说」的内容,我们都会放在这 里。 比如这期,我们就冒死揭秘了汽车辐射的真相: 再比如这期,也 ...
今日新闻丨广汽丰田将推出增程版车型!广汽集团飞行汽车亮相,定价不超168万元!领克Z10插混版曝光!零跑汽车首家香港门店开业!
电动车公社· 2025-06-12 15:53
Group 1 - GAC Toyota will launch extended-range versions of the new generation Highlander and Sienna, creating two exclusive platforms for Chinese users [2][5] - The collaboration with Huawei will expand from point-to-point vehicle-machine cooperation to a more diversified partnership, including HarmonySpace 5 cockpit and Huawei DriveONE motor [4][6] - GAC Toyota will also integrate into the Xiaomi automotive ecosystem, becoming the first international automaker to establish substantial cooperation with Xiaomi [7][9] Group 2 - GAC Group's flying car, GOVY AirCab, was unveiled with a price not exceeding 1.68 million RMB, featuring a carbon fiber composite body and multiple redundancy safety designs [10][13] - The GOVY AirCab aims to start demonstration operations in the Guangdong-Hong Kong-Macao area this year, with deliveries expected by the end of 2026 [13][15] Group 3 - Leap Motor opened its first store in Hong Kong, marking its entry into the market and competing with brands like BYD and Xpeng [16][17] - The company plans to accelerate its expansion into Southeast Asia and the Middle East, leveraging Stellantis Group's sales channels [17] Group 4 - Lynk & Co announced its first mid-to-large plug-in hybrid sedan named Lynk & Co 10 EM-P, featuring a 1.5T+DHT Evo+ dual-motor all-wheel drive system with a maximum power of 390kW [18][19] - The Lynk & Co 10 EM-P will be equipped with the latest NVIDIA Thor chip and laser radar, boasting a computing power of 700 TOPS [19]
今日新闻 | 小鹏G7开启预售,预售价23.58万元!小米SU7 Ultra量产版登顶纽北史上最速量产电动车!
电动车公社· 2025-06-11 15:59
Group 1 - Xiaopeng G7 has started pre-sales with a starting price of 235,800 yuan [1][3] - The vehicle features six body colors and four interior color options, with dimensions of 4892×1925×1655mm and a wheelbase of 2890mm, offering a maximum trunk space of 2277L when the rear seats are folded down [5] - The smart cockpit includes a 15.6-inch front touchscreen and an 8-inch rear entertainment screen, with dual-screen interaction and various comfort features [8][10] Group 2 - FAW Toyota bZ5 has been launched, priced between 129,800 and 159,800 yuan, positioned as a mid-size pure electric SUV with four models available [17][20] - The bZ5 features a 15.6-inch central control screen, AI virtual assistant, and advanced driver monitoring systems, with a maximum power of 200kW and a range of 550km to 630km [22][26] - The competitive pricing and features of the bZ5 may help FAW Toyota maintain market share in the increasingly competitive electric vehicle sector [28] Group 3 - Chery Duomi has been launched, priced between 59,900 and 69,900 yuan, marketed as a "true 5-seat pure electric MINI SUV" [29][30] - The vehicle offers two range options of 305km and 405km, with a focus on safety and structural integrity using high-strength steel [32] - Chery aims to strengthen its presence in the pure electric small car market, which continues to attract consumer interest [33] Group 4 - Xiaomi SU7 Ultra production version has set a new record for the fastest production electric vehicle at the Nürburgring with a time of 7 minutes 4.957 seconds [34][35] - This performance improvement of 18 seconds over the prototype version highlights Xiaomi's growing influence in the performance car segment [36]
7分04秒957!中国造出了全球最速量产电动车!
电动车公社· 2025-06-11 15:59
如果大家还有印象的话,雷军在去年 7 月份的年度演讲上,就为小米汽车定下了" 10 年之内,成为纽北最快的四门电车"的目标。 但没想到,这 10 年过得可真快…… 就在今天,小米公布了新晋纽北最速量产电动车的圈速成绩: 7 分 04 秒 957 。 这是什么概念? 同为量产车,售价 2000 万、马力 2000 匹的纯电超跑 Rimac Nevera ,比它慢半秒; 保时捷最快的纯电车、带性能套件的 Taycan Turbo GT ,比它慢 2 秒; 距离全身 F1 赛车技术、搭载混动系统、发动机寿命仅为 5 万公里的纽北最速量产车—— AMG ONE ,也只差半分钟…… 关注 「电动车公社」 和我们一起重新思考汽车 但更多人觉得,小米能代表中国汽车征战纽北、并且能拿到成绩,是真的牛逼! 那么,小米为什么如此执着于赛道成绩?这又会对汽车行业、乃至所有人,产生怎样的影响? 今天,我们就先从这个数字开始,和大家好好聊一聊。 01. 有含金量吗? 正所谓只有最优秀的车手,才能发挥车辆的全部潜力。 这次驾驶 SU7 Ultra 量产版的,是一位已经年满 58 岁的比利时老哥 Vincent Radermecker , ...