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乘联分会:7月乘用车厂商零售、出口、批发和生产均创当月历史新高 新能源出口创出历年各月历史新高
智通财经网· 2025-08-08 08:19
智通财经APP获悉,8月8日乘联分会发文称,2025年7月乘用车市场的特征:一、7月乘用车厂商零售、出口、批发和生产均创当月历史新高,新能源出口创 出历年各月的历史新高;二、2025年1-6月乘用车国内零售实现年累计10.8%的正增长,1-7月年累计增速10.1%,因7月零售增速6.3%,压低年累计增速近1个 点,今年车市"前低中高后平"的走势初见端倪;三、今年直观的降价趋势的价格战稍显温和,但年款增配、调增车主权益、"两新"政策叠加本品厂补加码等 隐形优惠措施层出不穷,7月新能源促销环比持平达到10.2%。 四、7月纯电动零售市场同比增速24.5%,插混同比增速下降0.2%,增程同比增速下降11.4%,新势力中的纯电动与增程的结构占比从去年的43%:57%变为 64%:36%;五、随着反内卷的深入,7月总体乘用车厂商与渠道总体库存下降9万辆(去年同期下降11万辆),其中新能源车库存下降了6万辆;六、7月新能源车 国内零售渗透率升到54.0%,呈现出由报废更新、以旧换新叠加新能源免征购置税等普惠政策托底背景下的新能源平稳强增长;七、2025年1-7月传统燃油乘 用车出口176万,同比下降9%,新能源出口120 ...
【月度分析】2025年7月份全国乘用车市场分析
乘联分会· 2025-08-08 07:57
Core Viewpoint - The article provides a comprehensive analysis of the automotive market in July 2025, highlighting trends in production, sales, and the impact of government policies on the industry. Overall Market - Production Analysis - In July 2025, the total production of passenger vehicles reached 222.9 million units, a year-on-year increase of 12.1% and a month-on-month decrease of 7.1% [16] - Cumulative production from January to July 2025 was 1,545.8 million units, reflecting a 13.2% year-on-year growth [16] Overall Market - Retail and Wholesale Sales Analysis - Retail sales in July 2025 totaled 182.6 million units, up 6.3% year-on-year but down 12.4% month-on-month [11] - Cumulative retail sales for the year reached 1,272.8 million units, a 10.1% increase compared to the previous year [11] - Wholesale sales in July 2025 were 222.1 million units, marking a 13.0% year-on-year increase [16] New Energy Market - Production and Sales Analysis - In July 2025, production of new energy vehicles (NEVs) was 114.7 million units, a 22.3% year-on-year increase [18] - NEV wholesale sales reached 118.1 million units, up 24.4% year-on-year [18] - Retail sales of NEVs in July were 98.7 million units, reflecting a 12.0% year-on-year growth [18] Market Characteristics - The July 2025 automotive market saw a stable trend with a reduction in promotional activities, indicating a more balanced market environment [12][13] - The penetration rate of NEVs in the retail market reached 54.0%, an increase of 2.7 percentage points year-on-year [21] - The export of NEVs in July was 21.3 million units, a significant increase of 120.4% year-on-year [22] Manufacturer Performance - In July 2025, domestic brands achieved retail sales of 121 million units, a 14% year-on-year increase [14] - The market share of domestic brands in the NEV segment reached 70% in July, maintaining stability compared to the previous year [21] - BYD, Geely, and Changan were among the top performers in the NEV market, with significant sales figures [24][25] Pricing and Promotion Trends - In July 2025, 17 models experienced price reductions, a decrease from 23 models in the same month last year [29] - The average price reduction for new energy vehicles was 1.7 million yuan, with a reduction rate of 11.1% [31] - The overall market for passenger vehicles saw a promotional intensity of 10.2% for NEVs and 23.4% for traditional fuel vehicles [31] Economic Impact - The automotive industry in the first half of 2025 reported a profit margin of 4.8%, with total revenue reaching 5.1 trillion yuan, a year-on-year increase of 8% [32] - The government's "two new" subsidy policies have positively impacted the automotive market, driving growth and improving profitability [33]
百公里亏电油耗2.6升,比亚迪油耗进化OTA优先推送秦L/海豹06 DM-i
Feng Huang Wang· 2025-08-08 06:53
官方提到,目前比亚迪第五代DM技术做到了NEDC百公里亏电油耗2.6L,油耗再进化的策略可以通过 OTA实现,会优先推送用户基数最大的秦L DM-i和海豹06 DM-i,后续其他五代DM车型也将陆续适配 更新。 此外,升级后策略将自动生效,默认开启,无需用户刻意调整驾驶习惯。 凤凰网科技讯 8月8日,比亚迪(002594)发布第五代DM技术再进化用户答疑,包括何时 OTA、是否 需要人为熟悉策略、四代DM车型是否有OTA计划等问题。 ...
2024年度A股CFO数据报告发布
Xin Lang Cai Jing· 2025-08-08 06:05
Summary of Key Points Core Viewpoint - The 2024 A-share CFO compensation report reveals significant disparities in salaries among CFOs of listed companies, with some experiencing drastic increases while others face substantial decreases in their compensation. Group 1: Overall Compensation Data - The total compensation for CFOs in A-share listed companies reached 4.27 billion yuan in 2024, with an average annual salary of 814,800 yuan [1]. Group 2: Highest Paid CFOs - The highest-paid CFO in 2024 is Zhong Zheng from Midea Group, with an annual salary of 9.46 million yuan [2]. - The second highest is Zhou Yalin from BYD, earning 8.96 million yuan, followed by Li Ying from ZTE with 8.52 million yuan [2]. Group 3: Lowest Paid CFOs - Xu Wen, CFO of Maiqu'er, has the lowest salary at 16,600 yuan, a decrease of 143,400 yuan or 89% from the previous year [3]. - Huang Yunjie from Times New Materials ranks second lowest with a salary of 38,200 yuan, also down by 143,400 yuan or 80.56% [3]. - Wang Zhigang from Tiandi Technology is third lowest with a salary of 94,100 yuan, down by 908,600 yuan or 90.62% [3]. Group 4: Highest Salary Increases - Jiao Jifang from Jiaozuo Wanfang saw the largest salary increase, from 1.0176 million yuan to 4.1129 million yuan, an increase of 3.0953 million yuan [4]. - Yu Zhisen from Blue Eagle Equipment had a salary rise from 150,000 yuan to 3.201 million yuan, an increase of 3.051 million yuan [4]. - Yang Shaolin from Haida Group increased his salary from 1.9842 million yuan to 4.2581 million yuan, an increase of 2.27 million yuan [4]. Group 5: Largest Salary Decreases - Liu Xuewen from Longi Green Energy experienced the largest salary drop, from 8.8475 million yuan to 4.5111 million yuan, a decrease of 4.3364 million yuan or 49.01% [5]. - Li Shaohui from JA Solar saw his salary fall from 5.4512 million yuan to 2.3825 million yuan, a drop of 3.0687 million yuan or 56.29% [5]. - Jiang Wenguo from Guojin Securities had a salary reduction from 4.7698 million yuan to 1.9761 million yuan, a decrease of 2.7937 million yuan or 58.57% [5].
比亚迪汉开启OTA 涉及泊车辅助等功能
Zhong Guo Zhi Liang Xin Wen Wang· 2025-08-08 04:55
Core Insights - BYD announced OTA upgrades for its "Han" series, introducing 5 new features and 11 optimizations, enhancing smart parking assistance, navigation assistance, mobile connectivity, and overall user experience [1] Group 1: New Features - The Han series now includes practical features in driver assistance, such as customizable parking assistance speed and capabilities for vertical and angled parking, as well as offset parking options [4] - The navigation driving assistance now alerts drivers with lights and sounds when changing lanes near other vehicles, with options for conservative or standard lane change modes to suit different user preferences [6] Group 2: Optimizations - The upgraded "Cloud Chariot" predictive system now features road surface preview capabilities, utilizing high-definition cameras to identify over 20 types of road characteristics, improving ride comfort by reducing bumps [8] - Other optimizations focus on enhancing the in-car experience, including improved guidance for the "Tian Shen Zhi Yan" driver assistance system, adjustments to day/night driving light activation strategies, and enhancements to adaptive cruise control UI interactions [10] Group 3: Models Affected - The models affected by this upgrade include Han DM-i/EV smart driving version, 2025 Han DM-i 125KM laser radar smart driving version, and 2025 Han EV 701KM laser radar smart driving version [10]
化学制剂公司财务总监PK:艾力斯王林薪酬增幅最大同比涨幅达104.6%
Xin Lang Cai Jing· 2025-08-08 04:37
Group 1 - The total salary scale of CFOs in A-share listed companies reached 4.27 billion yuan in 2024 [1] - The average annual salary of CFOs in the chemical preparation sector of A-shares is 1.0448 million yuan [1] - The age distribution of CFOs shows that those aged 40-50 constitute 47% of the market, while those aged 60 and above account for only 4% [1] Group 2 - The top three highest-paid CFOs are Lü Hongbin from Dize Pharmaceutical with 4.2101 million yuan, Si Yanzha from Lizhu Group with 3.904 million yuan, and Lai Dequ from Kelun Pharmaceutical with 3 million yuan [2] - The largest salary decrease was observed for Xu Rongyi from Hainan Haiyao, with a year-on-year decline of 48.66% [2] - The highest salary increase was recorded for Wang Lin from Ailis, with a year-on-year increase of 104.6% [2]
新能源出海招聘火热:工程师外派薪酬翻倍、留学生成“香饽饽”,猎头忙寻人
Sou Hu Cai Jing· 2025-08-08 04:09
"最近海外业务很多,供不应求,招聘需求也多了起来。"瑞浦兰钧一位内部人士说道; "储能出海招聘挺火热的。"派能科技方面表示。 类似的情形,也出现在其他企业。"一直就挺热的,我们的岗位一直都是在招状态,有售前技术、销售和PM等。"新能安方面也如此告诉搜狐财经。 中关村储能产业技术联盟数据显示,2025年上半年,中国储能企业新增海外订单规模高达163GWh,同比增长246%,覆盖50余个国家和地区,涉及出海企业 超50家。 I - I . a . I N @ GREDCAD UNITED - B I I III l IA I I I "000 T 100 t a 1 it 800 BREAT 出品 | 搜狐财经 作者 | 王泽红 出海业务订单暴增,新能源企业招聘需求也在相应激增。 多家龙头企业在欧、澳、东南亚等多区域实现突破,如阳光电源2.4GWh欧洲储能大单、宁德时代2.2GWh东南亚最大光储项目、远景能源1.5GWh澳洲风光 储一体化项目等。 "远景能源近期在澳洲签了一个大订单,然后迅速投入人力资源。"猎头李寻说道。 《中企出海外派员工薪酬指南》显示,新能源行业已成为中国企业出海招聘的主力军,2024年出海招 ...
比亚迪申请缓冲缸套、减振器、减振系统及其车辆专利,利于保证采用上述缓冲缸套的减振器的减振效果
Jin Rong Jie· 2025-08-08 04:01
金融界2025年8月8日消息,国家知识产权局信息显示,比亚迪股份有限公司申请一项名为"缓冲缸套、 减振器、减振系统及其车辆"的专利,公开号CN120444364A,申请日期为2025年04月。 专利摘要显示,本发明公开了一种缓冲缸套、减振器、减振系统及其车辆,缓冲缸套的侧壁上形成有至 少一个节流孔,节流孔沿缓冲缸套的径向贯穿缓冲缸套的侧壁。根据本发明的缓冲缸套,缓冲缸套的外 周壁上节流孔的设计,实现了类似于单向阀的工作模式,当缓冲缸套内的缓冲液的压力较大,缓冲液通 过节流孔流动可提供缓冲阻尼,利于采用上述缓冲缸套的减振器的逐步复位,从而利于保证采用上述缓 冲缸套的减振器的减振效果。 天眼查资料显示,比亚迪股份有限公司,成立于1995年,位于深圳市,是一家以从事汽车制造业为主的 企业。企业注册资本303906.5855万人民币。通过天眼查大数据分析,比亚迪股份有限公司共对外投资 了105家企业,参与招投标项目992次,财产线索方面有商标信息1820条,专利信息5000条,此外企业还 拥有行政许可151个。 ...
医疗耗材公司财务总监PK:年薪50万以下占比24% 南微医学芮晨为年薪265万行业第二
Xin Lang Zheng Quan· 2025-08-08 03:21
Core Insights - The report highlights the significant role of CFOs in listed companies, with the total compensation for A-share CFOs reaching 4.27 billion yuan in 2024, averaging 814,800 yuan per year [1][2] Group 1: CFO Compensation Overview - The average annual salary for CFOs in the A-share medical device sector is 908,600 yuan [2] - The distribution of CFO salaries shows that 24% earn below 500,000 yuan, 42% earn between 500,000 and 1 million yuan, 29% earn between 1 million and 2 million yuan, and 5% earn above 2 million yuan [2] - The top three highest-paid CFOs are Dai Zhenhua from Huatai Medical at 2.70 million yuan, Rui Chenwei from Nanwei Medical at 2.65 million yuan, and Wu Jinhong from Guoke Hengtai at 1.77 million yuan [2] Group 2: CFO Demographics - The age distribution of CFOs shows that those aged 40-50 make up 57%, while 32% are over 50, and 11% are 40 or younger [1] - The youngest CFO is 31 years old, while the oldest is 60 years old [1] - In terms of educational background, 16% of CFOs have an associate degree, 66% hold a bachelor's degree, 16% have a master's degree, and only 2% possess a doctoral degree [1] Group 3: Salary Changes - Among CFOs with over two years of tenure, the largest salary decrease was observed for Kong Xiangqian from Aidi Te, with a decline of 16.86% year-on-year [2] - Conversely, the largest salary increase was for Song Yizhao from Shandong Glass, with a rise of 144.86% year-on-year [2]
全球动力电池装机
数说新能源· 2025-08-08 02:48
Industry Overview - In the first half of 2025, the global installed capacity of power batteries reached 504.4 GWh, representing a year-on-year increase of 37.3%. In June 2025, the global installed capacity was 103.1 GWh, up 32.9% year-on-year and 11.1% quarter-on-quarter. In Q2 2025, the global installed capacity was 282.6 GWh, showing a year-on-year growth of 36.1% and a quarter-on-quarter increase of 27.4% [1]. Chinese Companies - In the first half of 2025, Chinese companies (including CATL, BYD, AVIC, Guoxuan, EVE, and Honeycomb) collectively installed 347.0 GWh, marking a year-on-year increase of 46.4% and accounting for approximately 68.8% of the global market share, an increase of 4.3 percentage points year-on-year. Among them, CATL's installed capacity from January to June was 190.9 GWh, with a year-on-year growth of 37.9%, holding a global market share of 37.9%, an increase of 0.2 percentage points year-on-year [1]. Japanese and Korean Companies - In the first half of 2025, Japanese and Korean companies (including LG Energy Solution, Samsung SDI, SK On, and Panasonic) collectively installed 101.6 GWh, reflecting a year-on-year increase of 5.0% and a total market share of 20.1%, a decrease of 6.2 percentage points year-on-year. Specifically, LG Energy Solution's installed capacity from January to June was 47.2 GWh, with a year-on-year growth of 4.4%, holding a global market share of 9.4%, a decrease of 2.9 percentage points year-on-year [1].