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京东第一辆车下线
财联社· 2025-11-05 02:43
今天上午,京东第一辆"国民好车"埃安UT super在长沙工厂正式下线,工厂车间现场人士告诉《科创板日报》记者,为保证第1批客户按时交付,工 厂流水线已满负荷运营生产,工人每天加班3个小时。 京东联合广汽、宁德时代打造的"国民好车"定名埃安UT super,10月22日其001号特别版拍出7819万天价 。 该车将于今年11.11期间正式发布开售。 ...
京东国民好车首车正式下线
Xin Lang Cai Jing· 2025-11-05 02:28
今日,京东与广汽埃安、宁德时代共同推出的"国民好车"埃安UT super第一台车辆正式下线。 10月14 日,京东宣布联合广汽集团、宁德时代推出"国民好车",京东聚焦用户洞察与销售渠道,不直接参与制 造。 10月17日16时,备受关注的京东"国民好车"001号特别版整车的新车开启线上预约,起拍价为1 元,并于22日14时正式开拍。最终,经过4小时23000多次的激烈竞价,最终一次出价超7800万。 据 悉,该车将于京东11.11期间正式发布,并在京东进行独家销售。日前,京东"国民好车"曝光了部分核 心数据:高强度钢超70%、搭配机械式半隐藏门把手。性能层面,车辆整备质量超同级车型300kg,轮 距宽于行业45mm、胎宽多出10mm;麋鹿测试成绩超75km/h。(新浪科技) ...
京东第一辆“国民好车”埃安UT super下线
Xin Lang Cai Jing· 2025-11-05 02:25
今天上午,京东第一辆"国民好车"埃安UT super在长沙工厂正式下线,工厂车间现场人士告诉《科创板 日报》记者,为保证第1批客户按时交付,工厂流水线已满负荷运营生产,工人每天加班3个小时。京东 联合广汽、宁德时代打造的"国民好车"定名埃安UT super,10月22日其001号特别版拍出7819万天价 。 该车将于今年11.11期间正式发布开售。(科创板日报) ...
京东“国民好车”埃安UT super首辆汽车正式下线
Xin Lang Ke Ji· 2025-11-05 02:24
新浪科技讯 11月5日上午消息,今日,京东与广汽埃安、宁德时代共同推出的"国民好车"埃安UT super第一台车辆正式下线。 10月14日,京东宣布联合广汽集团、宁德时代推出"国民好车",京东聚焦用户洞察与销售渠道,不直接参与制造。 10月17日16时,备受关注的京东"国民好车"001号特别版整车的新车开启线上预约,起拍价为1元,并于22日14时正式开拍。最终,经过4小时23000多次的激 烈竞价,最终一次出价超7800万。 据悉,该车将于京东11.11期间正式发布,并在京东进行独家销售。日前,京东"国民好车"曝光了部分核心数据:高强度钢超70%、搭配机械式半隐藏门把 手。性能层面,车辆整备质量超同级车型300kg,轮距宽于行业45mm、胎宽多出10mm;麋鹿测试成绩超75km/h。(闫妍) 责任编辑:宋雅芳 ...
网约车市场饱和,销量下跌!广汽埃安推“15万元内最具竞争力SUV”,客群目标不是网约车司机
Mei Ri Jing Ji Xin Wen· 2025-11-04 14:41
Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [1][3]. Group 1: Sales Performance and Market Position - GAC Aion's sales in October were 27,014 units, showing a decline both year-on-year and month-on-month [3]. - The average monthly sales for GAC Aion this year were around 20,000 units, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [3]. - The brand has been overly reliant on the B-end market, which has seen a reduction in demand due to market saturation, leading to a decline in orders and sales [3][4]. Group 2: Strategic Shift and Product Development - GAC Aion plans to create a new product category focused on the B-end market to allow the brand to concentrate more on the C-end market [4]. - The i60 is equipped with GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4]. Group 3: Market Trends and Competition - The A-class new energy SUV market is experiencing robust growth, with a total sales volume of 240,503 units in September, reflecting a year-on-year increase of 33.2% [6]. - The competitive landscape is intensifying, with brands like BYD, Leap Motor, and Deep Blue also targeting the A-class new energy SUV segment [6]. - The popularity of range-extending technology is waning, with wholesale sales of range-extended vehicles growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles [6].
埃安押注增程 “救市”:i60 携1240公里续航入场 能否赢回C端市场?
Mei Ri Jing Ji Xin Wen· 2025-11-04 09:13
Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, which is experiencing significant growth [2][5]. Group 1: Product Launch and Market Positioning - The GAC Aion i60 is positioned as a competitive national SUV under 150,000 yuan, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [2]. - The i60 features GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4]. Group 2: Sales Performance and Market Trends - GAC Aion's sales in October were 27,014 units, showing a decline compared to previous months, with an average monthly sales of around 20,000 units this year, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [2][3]. - The A-class new energy SUV market has shown robust growth, with a total sales volume of 1,579,528 units from January to September this year, reflecting a year-on-year increase of 53.5% [5][6]. Group 3: Competitive Landscape - The A-class new energy SUV market is becoming increasingly competitive, with brands like BYD, Leap Motor, and Deep Blue also offering popular models in both pure electric and hybrid categories [7]. - The market for range-extended vehicles is experiencing a decline in attention, with the wholesale sales of range-extended models growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles [7].
埃安押注增程 “救市”:i60 携1240公里续航入场,能否赢回C端市场?
Mei Ri Jing Ji Xin Wen· 2025-11-04 08:57
Core Viewpoint - GAC Aion has launched the i60, its first range-extended SUV, aiming to enhance competitiveness in the A-class SUV market, with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [1][4]. Sales Performance - GAC Aion's sales in October were 27,014 units, showing a decline both month-on-month and year-on-year. The average monthly sales for the first three quarters of the year were around 20,000 units, significantly lower than the projected 37,900 units for 2024 and 49,900 units for 2023 [3][4]. - The A-class new energy SUV market is experiencing robust growth, with a total sales volume of 240,503 units in September, reflecting a year-on-year increase of 33.2%. From January to September, the cumulative sales reached 1,579,528 units, up 53.5% year-on-year [5][7]. Market Strategy - GAC Aion plans to create a separate product line for B-end market vehicles to focus more on the C-end market. The company acknowledges past misjudgments regarding customer range anxiety and the potential of range-extended and plug-in hybrid technologies [4][5]. - The i60 is positioned as a "national range-extended large five-seat SUV," equipped with GAC's latest Xingyuan range-extending technology, offering a pure electric range of 210 kilometers and a comprehensive range of 1,240 kilometers [4][5]. Competitive Landscape - The A-class new energy SUV market is highly competitive, with major players like BYD, Leap Motor, and Deep Blue also offering both pure electric and hybrid models. GAC Aion's AION V is also competing in this segment [7]. - The market interest in range-extended technology is reportedly waning, with wholesale sales of range-extended vehicles growing by only 8.7% year-on-year, compared to 32.4% for pure electric vehicles and 8.4% for plug-in hybrids [7].
广汽集团押注“技术平权”:埃安i60成新能源下半场关键棋子
Core Insights - GAC Aion has officially launched the pre-sale of its first "range extender + pure electric" dual-power model, the Aion i60, with starting prices of 126,800 yuan for the range extender version and 119,800 yuan for the pure electric version, marking GAC's first range extender model priced under 150,000 yuan [1] - The Aion i60 integrates three core technologies developed by GAC: the Xingyuan range extender platform, GSD intelligent driving assistance system, and the Magzine Battery 2.0, aiming to address key user demands for range, battery safety, and intelligent driving [1][2] - The Xingyuan range extender achieves a continuous power output of 85 kW, leading the industry and exceeding similar products by over 20%, while maintaining strong performance even in low battery conditions [1][2] Technology and Market Positioning - The Xingyuan range extender technology, previously used in models priced above 200,000 yuan, is now being introduced to the under 150,000 yuan segment, providing efficient range extension for a broader user base [2] - GAC Aion is positioned as a "technology equalizer," being one of the first brands to introduce high-level intelligent driving assistance systems, such as laser radar, into the 150,000 yuan price range, with over 1.4 million users recognizing the experience [2] - The launch of the Aion i60 is part of a broader strategy to create a systematic competitive advantage in the under 150,000 yuan new energy vehicle market, following the introduction of the Aion UT super model with battery swap functionality in the 100,000 yuan small car market [2]
“国民好车”最新力作,埃安首款双动力车型i60预售11.98万元起
Zhong Guo Jing Ji Wang· 2025-11-04 06:45
Core Viewpoint - GAC Aion has launched its first range-extended and pure electric dual-power model, the Aion i60, positioning it as a "national range-extended large five-seat SUV" with a starting price of 126,800 yuan for the range-extended version and 119,800 yuan for the pure electric version [1][3] Group 1: Product Features - The Aion i60 is GAC Group's first range-extended model priced below 150,000 yuan, featuring self-developed technologies including GAC Star Source range extension, GSD intelligent driving assistance, and Cartridge Battery 2.0 [5] - The vehicle is equipped with a 1.5ATK engine, achieving an oil-electric conversion efficiency of 3.73 kWh/L, and has received the "Range Extender Energy Efficiency Star" certification from the China Automotive Research Institute [5] - The Aion i60 has a battery capacity of 29.165 kWh, offering a pure electric range of 210 km and a comprehensive range of 1240 km, with fast charging from 30% to 80% taking only 15 minutes [5] Group 2: Safety and Technology - The Aion i60's range extender platform can continuously generate power at 85 kW, allowing it to maintain speeds of 150 km/h even when the battery is depleted [7] - The GSD intelligent driving assistance system has accumulated over 6 billion kilometers of active safety testing, with an AEB function false trigger rate of less than 1 per 400,000 kilometers [7] - The vehicle supports over 300 parking scenarios, addressing user concerns about parking difficulties [7] Group 3: Battery and Charging Infrastructure - The Aion i60 features the self-developed Cartridge Battery 2.0, which has been installed in over 1.3 million vehicles and has accumulated 50 billion kilometers of travel without self-ignition [9] - GAC Aion is building a robust charging ecosystem, with over 20,000 self-operated charging piles and the highest number of 1000V fast charging piles in the industry, aiming for a network where "there's a road, there's an Aion pile" [9] Group 4: Design and User Experience - The Aion i60 has a sturdy and stable exterior design, measuring nearly 4.7 meters in length and 2.78 meters in wheelbase, resembling a B-class SUV [11] - The interior features a rounded design with soft-touch materials in high-frequency areas, enhancing the luxury feel, complemented by a 32-color ambient lighting system [11] - Since its establishment in 2017, GAC Aion has focused on user needs, developing EV and ICV technologies, and has gained the trust of over 1.8 million users [12]
2025Q3业绩综述:乘用车/零部件略有承压,商用车/摩托车表现更佳
Soochow Securities· 2025-11-03 12:54
Group 1: Overall Market Performance - The automotive sector is at a crossroads, with electric vehicle (EV) benefits waning and smart vehicle technology in its early stages[2] - The overall performance of the passenger vehicle sector in Q3 2025 was below expectations, primarily due to a slowdown in industry growth and intensified competition[3] - The passenger vehicle industry saw a year-on-year growth of only 3% in retail sales, while exports grew by 23%[27] Group 2: Segment-Specific Insights - Heavy-duty trucks experienced a significant year-on-year sales increase of 58.1%, with domestic sales up 64.5% and exports up 22.9% in Q3 2025[5] - The bus segment saw strong performance, with leading companies like Yutong exceeding expectations due to rapid sales growth and improved profit margins[6] - Motorcycle exports showed robust growth, with large-displacement motorcycle exports reaching 146,000 units, a year-on-year increase of 57.4%[7] Group 3: Financial Metrics - The average selling price (ASP) for vehicles remained stable in Q3 2025, with some companies like BYD implementing price increases[3] - The overall net profit margin for the heavy-duty truck sector improved, with major players like China National Heavy Duty Truck Group reporting a 21% increase in net profit[8] - The motorcycle industry saw a year-on-year profit increase of 21%, despite a 10% decline in revenue quarter-on-quarter[7] Group 4: Risks and Challenges - Risks include potential escalations in trade wars, slower-than-expected global economic recovery, and geopolitical uncertainties[2] - The automotive industry faces challenges from regulatory pressures and a lack of significant price reductions among manufacturers[3]