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新铝时代:2025年以来新客户订单快速增长
Ge Long Hui· 2025-12-12 09:48
Core Viewpoint - The company has successfully signed long-term agreements with major clients and has seen a significant improvement in customer order stability since 2025 [1] Group 1: Client Relationships - The company has established long-term agreements with key players such as CATL, Zhongchuang Xinhang, Yutong, and XCMG New Energy [1] - The company has secured multiple designated projects for battery box enclosures [1] Group 2: Order Growth - Since 2025, the company has experienced rapid growth in new customer orders [1] - The dependency on major clients has significantly improved, with stable mass production orders from BYD, CATL, and Geely [1]
盘点2025:从召回超200万辆看新能源车企解决质量问题的能力
3 6 Ke· 2025-12-12 08:36
乘联分会最新数据显示,11月国内新能源乘用车市场零售量为132.1万辆,同比增长4.2%,新能源市场零售渗透率达到59.3%。 | 電量(4) | | | | | HOG | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 零售 (母位: 万吨) | BEV | PHEV | EREV | NEV | HD | BEV | PHEV | EREV | NEV | | | संक्री | 播电 | 增程 | 음난 | (单位:万辆) | 纯电 | 摘电 | 增程 | 合计 | | 11月份 | 82.7 | 37.8 | 11.6 | 132.1 | 11月份 | 16.2 | 11.9 | 0.3 | 28.4 | | 10月份 | 81.0 | 36.0 | 11.2 | 128.2 | 10目份 | 14.9 | 8.3 | 0.6 | 23.8 | | 同期 | 75.7 | 38.9 | 12.1 | 126.7 | 同期 | 6.1 | 2.1 | 0.0 | 8.3 | | 同比 | 9.2% | - ...
法治在线丨多家车企被精准“围猎” 如何斩断网络黑嘴背后的利益链?
Yang Shi Xin Wen· 2025-12-12 07:30
国家网信办昨天(11日)通报了第二批汽车行业网络乱象典型案例,从严整治恶意诋毁攻击、散布不实信息、开展虚假测评等违法违规行为。近年来,汽车 行业成为网络黑嘴的重点"围猎"目标,一批以说车、测评为幌子的自媒体博主,通过编造负面信息、故意造谣诋毁、恶意测评侵害品牌形象等方式,对多家 汽车企业实施精准"围猎"。 遭遇AI低俗视频抹黑 车企报警维护名誉 11月28日下午,距离2025年广州国际车展闭幕仅3天,一段"车模不雅视频"突然在网络上快速扩散。画面中,在小鹏汽车展台的新款车型旁边,一名身着绿 色裙装的女子做出各种低俗不雅动作。 面对恶意诋毁,小鹏汽车工作人员迅速收集证据,并第一时间向属地公安机关报案。11月28日晚,小鹏汽车法务部官方微博发布严正声明,认为该视频 为"AI技术生成",强调"从未邀请模特及演艺人员"。 12月10日,广州天河警方发布警情通报,经查,李某为炫耀个人技术,利用AI技术生成虚假视频并在社交平台发布,造成不良社会影响。目前,警方已依 法对李某作出行政拘留10日的处罚。 AI恶意攻击的余波未平,汽修行业背景的定向抹黑也浮出水面。2024年9月起,北京某科技公司利用其运营的"龙老师讲电车"等多 ...
“90后”博士逐梦新能源汽车热土
Qi Lu Wan Bao· 2025-12-12 07:18
编者按 近年来,烟台以打造绿色低碳高质量发展示范城市为远景目标,将新质生产力、绿色低碳高质量发展转化 为烟台人可感可知的日常场景。为讲述2025年烟台经济民生领域取得的卓越成绩以及烟台全力打造绿色 低碳高质量发展示范城市的亮眼举措,烟台市委网信办、齐鲁晚报·齐鲁壹点烟台融媒中心联合推出"网语 烟台 与新质握手"网络宣传引导活动,以具体的场景和真实的故事,连接产业进步与民间共鸣,共述一座 城的焕新之旅。 秦雪丽 杜晓丹 烟台报道 初冬的烟台,寒风凛冽。但在烟台福山新能源汽车产业园内,却是一派热火朝天的建设景象。塔吊林立,机 器轰鸣,工程车辆穿梭不息,一座现代化的产业新城正在这片曾经荒芜的土地上拔地而起。 "你看那边,潍柴弗迪项目一期已经投产;这边,中质国检、创明电池等项目也在全速推进……"站在产业 园的观景平台上,望着眼前这片充满活力的热土,纪仁鹏,这位"90后"博士,高新区福山园挂职工委委员、管 委副主任,眼中满是自豪与期待。 从荒芜之地 到新能源汽车高地 时间拨回三年之前,福山西部这片土地却是另一番模样。 2022年8月,作为烟台"菁英计划"招引人才,博士毕业的纪仁鹏来到高新区福山园,开启新能源汽车产业园 ...
多家车企被精准“围猎” 如何斩断网络黑嘴背后的利益链?
法治在线丨多家车企被精准"围猎" 如何斩断网络黑嘴背后的利益链? 国家网信办昨天(11日)通报了第二批汽车行业网络乱象典型案例,从严整治恶意诋毁攻击、散布不实信 息、开展虚假测评等违法违规行为。近年来,汽车行业成为网络黑嘴的重点"围猎"目标,一批以说车、 测评为幌子的自媒体博主,通过编造负面信息、故意造谣诋毁、恶意测评侵害品牌形象等方式,对多家 汽车企业实施精准"围猎"。 遭遇AI低俗视频抹黑 车企报警维护名誉 11月28日下午,距离2025年广州国际车展闭幕仅3天,一段"车模不雅视频"突然在网络上快速扩散。画 面中,在小鹏汽车展台的新款车型旁边,一名身着绿色裙装的女子做出各种低俗不雅动作。 面对恶意诋毁,小鹏汽车工作人员迅速收集证据,并第一时间向属地公安机关报案。11月28日晚,小鹏 汽车法务部官方微博发布严正声明,认为该视频为"AI技术生成",强调"从未邀请模特及演艺人员"。 12月10日,广州天河警方发布警情通报,经查,李某为炫耀个人技术,利用AI技术生成虚假视频并在 社交平台发布,造成不良社会影响。目前,警方已依法对李某作出行政拘留10日的处罚。 AI恶意攻击的余波未平,汽修行业背景的定向抹黑也浮出水 ...
10万亿!超越京沪,中国“第一城”易主了
Qian Zhan Wang· 2025-12-12 04:33
Core Viewpoint - Shenzhen has officially become China's "first city" for specialized and innovative "little giant" enterprises, surpassing Beijing and Shanghai in quantity and economic value [2][3][19]. Group 1: Overview of "Little Giants" - By the end of 2025, Shenzhen will have 1,333 "little giant" enterprises, leading the nation with 347 new additions, compared to Beijing's 1,210 and Shanghai's 1,032 [2][3]. - The total market value of these enterprises is estimated to be close to 10 trillion yuan, based on an average market value of 71 million yuan per listed "little giant" [3][8]. - These enterprises are concentrated in key areas of national focus, such as "manufacturing power" and "strengthening supply chains," with high entry barriers requiring domestic leadership in niche sectors and significant R&D investment [3][8]. Group 2: Growth and Innovation - Shenzhen's "little giants" exhibit remarkable growth, with an average time of 13 years from establishment to becoming a national-level "little giant," which is 1.71 years faster than the national average [8]. - The average R&D intensity of these enterprises is 7.63%, with annual R&D expenditure averaging 33.39 million yuan, significantly higher than the national average [8][19]. - These companies are also active in patent applications, averaging 152 patents per enterprise, with nearly 30% involved in setting international or national standards [8][19]. Group 3: Ecosystem and Support - Shenzhen's "20+8" industrial cluster strategy serves as a core engine for nurturing "little giant" enterprises, providing a structured ecosystem for growth and collaboration [9][10]. - The government facilitates connections between large and small enterprises through mechanisms like "chain leader" and "chain master" systems, resulting in over 500 technical cooperation agreements in 2024 alone [12][14]. - The city combines effective market strategies with government support, creating a comprehensive market support system that includes local validation and global expansion initiatives [14][15]. Group 4: Financial Support - Shenzhen has developed a "bold capital" approach to support innovative enterprises, allowing for long-term investments in high-tech sectors despite initial project risks [16][19]. - The city has established four major equity investment platforms to back innovative enterprises, with significant investments in numerous "little giants" [16][19]. Group 5: Future Implications - Achieving the title of "first city" for specialized and innovative enterprises marks a new starting point for Shenzhen, strengthening its industrial foundation and enhancing its resilience against global market fluctuations [19][20]. - The pathway from "little giants" to potential global leaders indicates a clear trajectory for future economic growth, with these enterprises expected to contribute significantly to Shenzhen's high-quality development [19][20].
主力资金流入前20:特变电工流入5.57亿元、比亚迪流入5.52亿元
Jin Rong Jie· 2025-12-12 03:47
Core Insights - The main focus of the articles is on the significant inflow of capital into various stocks, highlighting the top 20 stocks by capital inflow as of December 12, with notable performances in sectors such as electric equipment, automotive, and technology [1][2][3] Group 1: Stock Performance - TBEA (特变电工) saw a capital inflow of 557 million, with a price increase of 6.18% [2] - BYD (比亚迪) experienced a capital inflow of 552 million, with a price increase of 1.15% [2] - Antai Technology (安泰科技) had a capital inflow of 499 million, with a price increase of 7.29% [2] - China Western Power (中国西电) reported a capital inflow of 471 million, with a price increase of 10.06% [2] - Longxin Bochuang (长芯博创) achieved a capital inflow of 412 million, with a price increase of 11.86% [2] Group 2: Sector Analysis - The electric equipment sector is prominently represented, with multiple companies like TBEA, China Western Power, and Zhongneng Electric (中能电气) showing strong capital inflows and price increases [2][3] - The automotive sector, led by BYD, also shows positive capital inflow, indicating investor confidence in the automotive market [2] - The healthcare sector, represented by Zhaoyan Pharmaceutical (昭衍新药), recorded a capital inflow of 419 million, reflecting growth potential in medical services [2]
债市“科技板”建设再添动能
Jin Rong Shi Bao· 2025-12-12 02:11
科创CDS指数作为交易载体,由交易中心提供交易服务、上海清算所进行双边清算,将中债资信评 级作为计算评价重要依据,为市场机构提供科创企业风险管理工具。一是满足机构信用风险管理的二级 市场交易需求。科创债做市商、投资机构等可通过科创CDS指数交易,对冲一篮子科创企业信用风险与 信用利差波动风险,提高科创债投资组合配置效率。二是助力科创企业融资工具提质增效。CDS指数交 易可对冲单名信用衍生品交易积累的风险敞口,释放资本占用,并通过一二级市场传导机制,拓宽科技 型企业融资渠道。三是促进科创债合理定价。目前约20家市场机构每日对CDS指数进行双边报价,交易 中心与上海清算所每日编制并发布指数信用曲线,搭建科创企业信用风险价格风向标,为科创债定价提 供参考。 2021年,交易商协会发布《关于银行间市场信用违约互换指数编制及交易有关事项的通知》,搭建 CDS指数业务的基本框架。同年,交易中心、上海清算所同步提供交易清算服务。截至目前,银行间市 场CDS指数产品已有四只,分别是高等级CDS指数、民企CDS指数、长三角CDS指数和科创CDS指数, 主题分别涉及信用评级、企业性质、地域类型等,持续丰富市场参与者信用风险管理工 ...
销量突破百万辆!比亚迪海豚为何能在竞品围攻下屹立不倒?听听销售怎么说
Xin Lang Cai Jing· 2025-12-12 01:37
"这么一会功夫儿,就进来三拨客户了。"以上对话,来自笔者和一名比亚迪海洋网销售的聊天。 如今的新能源汽车领域,早已告别了"开荒"阶段,新车型不断涌现,传统车企纷纷全力转向电动化,同级别车型在价格与配置上激烈交锋,让消费者眼花 缭乱。 在这样的混战之中,比亚迪海豚的销量却始终稳健,还在前段时间正式达成100万辆销量,成为海洋网第三款破百万销量的车型,也是市场上最快突破百 万的A0级轿车。 那么,比亚迪海豚为何有如此优秀的表现?消费者的真实反馈又是怎样的?今天就让我们和一名比亚迪海洋网销售聊一聊。 大家好,我叫小王,是一名比亚迪海洋网销售,在A0级市场中,有许多新车密集上市,作为一名比亚迪4S店的销售,我每日都能真切体会到这场竞争的 白热化,但比亚迪海豚的销量却相对稳健,今天就来聊聊这款车为何能在激烈的市场竞争中经得起考验。 1.客户到店情况怎么样? 我们店的门店位置还不错,周边有几个大型小区,附近还有地铁,所以客户上门情况还可以。 而且这里还是一个汽车城,除了比亚迪,附近还有很多4S店,一些客户在看其他品牌时,因为听说过比亚迪,或者身边有朋友开比亚迪的车,听说过比 亚迪的高质量服务,所以也会顺便来我们店里看一下 ...
11月份汽车工业产销创新高新能源与出口双轮驱动增长
商用车市场在11月份呈现出强劲的复苏态势。当月商用车产销分别完成38.8万辆和39.2万辆,环比分别 增长6.6%和8.6%,同比分别增长18.6%和24.4%。在商用车主要品种中,客车和货车产销均呈不同程度 增长,其中货车表现尤为突出。 11月份货车产销分别完成33.3万辆和33.8万辆,环比分别增长6%和8.8%,同比分别增长19.2%和 25.9%。重型货车销量11.3万辆,环比增长6.6%,同比增长65.4%,成为商用车市场增长的重要驱动力。 客车产销分别完成5.5万辆和5.3万辆,环比分别增长10.5%和7.3%,同比分别增长14.9%和15.8%。 市场结构持续优化 11月份,中国汽车市场结构调整步伐加快,新能源汽车产销和汽车出口成为推动行业增长的两大引擎, 展现出产业转型升级的积极成效。 12月11日,中国汽车工业协会(以下简称"中汽协")召开月度信息发布会。数据显示,11月份中国汽车 工业延续良好发展态势,在高基数基础上实现产销环比、同比双增长。当月汽车产量首次突破350万辆 大关,创历史新高,展现出强劲的产业韧性和发展活力。 "今年以来,我国实施更加积极有为的宏观政策,经济运行总体平稳、稳中 ...