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零跑汽车(09863)9月交付量达66657台 同比增长超97%
智通财经网· 2025-10-01 01:11
智通财经APP获悉,10月1日,零跑汽车(09863)公布9月交付量。数据显示,9月零跑全系交付达66657台,同比增长超97%,月销量首次突破六万台大关。 此外,10月,零跑的旗舰级技术平台和首款旗舰车型D19将举行全球首秀。 ...
零跑汽车进阶密码:盈利+智驾双向突破,解码新势力进化逻辑
Zhong Jin Zai Xian· 2025-09-30 07:41
盈利破局:单车经济学的精细解题 2025 年三季度,零跑汽车在新能源赛道交出两份关键答卷:上半年以 242.5 亿元营收、3303 万元净利 润实现新势力中罕见的半年度盈利,同时在 10 万级车型市场打响智驾 "价格战",将无图智驾功能免费 开放给用户。这家曾靠低价突围的车企,正通过 "成本控制 + 技术下沉" 的双重策略,重新定义性价比 的核心内涵。 头指向智领域的 "价格壁垒"。7 月发布的智能驾驶战略中,其抛出 "10 万 +、自研、无图" 三重筹码: B01 车型首发的 "记忆通行辅助" 功能可实现小区到商场的自动路径复现,为高阶智驾落地提供支撑。 更颠覆行业的是 "终身免费升级" 政策 ——2024 年以来上市的车型均包含后续智驾功能迭代费用,彻底 打消用户 "买得起用不起" 的顾虑。这一策略背后,是全域自研带来的成本底气:核心零部件自研率超 65%,八合一电驱、CTC 电池底盘一体化等技术已实现规模化应用,为智驾配置下放腾出成本空间。 与此同时,旗舰 D 系列全球首搭骁龙双 8797 平台,将舱驾融合算力提升至行业顶级水准,形成 "高低 端双线发力" 的智驾布局。 成长阵痛:规模与口碑的平衡术 不 ...
欧洲车企,走上一条偏裂之路
Hu Xiu· 2025-09-29 23:46
Core Viewpoint - The Munich Auto Show, one of the world's most prestigious auto exhibitions, is often misunderstood as a gateway for Chinese manufacturers to enter the European market, while in reality, the entrenched arrogance of the European automotive market remains unchallenged [1][3][6]. Group 1: European Market Dynamics - The historical arrogance of the European automotive industry is rooted in its industrial revolution and colonial expansion, which has not dissipated despite attempts at modernization [4][6]. - The European automotive market is experiencing significant layoffs and overcapacity in electric vehicle factories, indicating that the push for electrification is not yielding the expected results [6][7]. - The presence of Chinese battery manufacturers at the show highlights the dominance of the "ternary lithium" battery technology, but challenges remain for lithium iron phosphate batteries to penetrate the European market [12][13]. Group 2: Chinese Companies at the Show - Many Chinese manufacturers and suppliers mistakenly view the Munich Auto Show as a platform to gain visibility in Europe, but the actual engagement with European stakeholders is minimal [2][8][22]. - The exhibition space and style of Chinese companies starkly contrast with local European firms, reflecting a disconnect in understanding the European market [10][29]. - Some Chinese companies, like BYD, have adopted a more strategic approach by focusing on networking with European political and business leaders rather than solely showcasing products [35][36]. Group 3: Challenges Faced by Chinese Manufacturers - The lack of genuine engagement and understanding of European consumer preferences among many Chinese manufacturers leads to poor reception and ineffective marketing strategies [72][120]. - The overall scale of the Munich Auto Show is significantly smaller compared to other global exhibitions, limiting the exposure for lesser-known companies [29][30]. - The cultural and operational differences between Chinese and European companies create barriers that hinder successful market entry for many Chinese firms [9][101]. Group 4: Technological Landscape - European Tier 1 suppliers like Bosch and Mobileye continue to dominate the intelligent driving technology market, while many Chinese companies struggle to compete at this level [74][78]. - The slow progress in the deployment of charging infrastructure in Europe reflects broader inefficiencies within the region's automotive ecosystem [15][16]. - The emergence of UK and US AI startups at the show indicates a shift in focus towards innovative technologies, contrasting with the stagnation observed among some European firms [95][96].
零跑汽车(09863) - 2025 - 中期财报
2025-09-29 10:09
浙江零跑科技股份有限公司 ZHEJIANG LEAPMOTOR TECHNOLOGY CO., LTD. 2025 中期報告 目錄 | 公司資料 | 2 | | --- | --- | | 主要摘要 | 4 | | 管理層討論及分析 | 6 | | 其他資料 | 16 | | 中期財務資料的審閱報告 | 38 | | 中期簡明合併損益表 | 39 | | 中期簡明合併全面收益╱(虧損)表 | 40 | | 中期簡明合併資產負債表 | 41 | | 中期簡明合併權益變動表 | 43 | | 中期簡明合併現金流量表 | 44 | | 中期簡明合併財務資料附註 | 45 | | 釋義 | 88 | 浙江零跑科技股份有限公司 | 2025中期報告 2 公司資料 董事 執行董事 朱江明先生 (創始人、董事長兼首席執行官) 曹力先生 (高級副總裁) 周洪濤先生 (高級副總裁) 非執行董事 Grégoire Olivier先生 Douglas Ostermann先生 金宇峰先生 獨立非執行董事 付于武先生 萬家樂女士 沈林華先生 監事 姚甜芝女士 莫承銳先生 吳燁鋒先生 (於2025年6月25日辭任) 趙志定先生 (於20 ...
“3天的‘限高’总算解除”,一公司创始人回应
Nan Fang Du Shi Bao· 2025-09-28 13:39
近日,零跑汽车因业务纠纷被强制执行,车企对此回应称"正积极磋商,公司运转正常"。 9月28日,一张关于零跑汽车创始人朱江明在朋友圈发文的截图引发关注,朱江明表示,"3天的'限高'总算解除, 这次风波也暴露了团队的一些不足,能力还需要进一步提升。"同日,零跑汽车相关负责人向南都N视频记者确 认,该朋友圈内容属实。 南都记者注意到,零跑科技高级副总裁曹力也在声明下方回应称,"感谢大家一直以来的关注与信任,零跑汽车目 前运营一切正常。" 9月28日,曝光于网络的一张截图显示,零跑汽车创始人、董事长朱江明在朋友圈发文称,"3天的'限高'总算解除 了,这次风波也暴露了团队的一些不足,能力还需要进一步提升,这次事件也更加坚定了我对零跑的信心。不经 历风雨,不能见彩虹,经营企业真的不容易,需要社会各界更多的督促和支持,感谢大家的关心。" 同日,零跑汽车相关负责人向南都记者证实,上述朋友圈内容属实。 官网信息显示,零跑汽车诞生于2015年,是一家技术驱动的智能电动汽车公司,业务范围涵盖智能电动汽车整车 设计、研发制造、智能驾驶、电机电控、电池系统开发,以及基于云计算的车联网解决方案。 朱江明发文。 据了解,近日,零跑汽车被曝 ...
零跑汽车陷“限高”争议:董事长朱江明被限消,官方称361.8万款项已付,仅余73台车辆过户待磋商
Sou Hu Cai Jing· 2025-09-28 10:50
零跑列失信被执行人及董事长朱江明被限高,零跑回应 对于法院文书中提及的 "失信被执行人" 认定及朱江明的限高措施,零跑汽车解释称,当前未解决的仅为案涉73台车辆的过户事项,公司正与广州首汽汽 车服务有限公司积极沟通磋商,推动该问题妥善处理。声明特别强调,"零跑汽车目前一切运转正常",感谢外界关心的同时,也间接回应了市场对公司经 营状况的担忧。 此次事件中,零跑汽车虽已支付核心款项,但车辆过户作为调解书明确的义务之一,若未及时推进,仍可能导致法律风险。对于车企而言,在处理商业纠 纷时,需更注重 "全流程履约",避免因单一环节的滞后引发负面舆情,尤其在品牌重要节点,更需做好风险防控,维护品牌形象稳定。 据公开信息显示,纠纷源于零跑汽车全资子公司凌跑汽车商贸有限公司与广州首汽汽车服务有限公司(首汽租车旗下企业)的一起买卖合同案件。根据广 州市白云区人民法院相关文书,双方争议金额合计361.8万元,具体包含租金41.6万元、购车款 271.57万元、逾期付款违约金 44.64万元及律师费4万元。作 为母公司,零跑汽车(浙江零跑科技股份有限公司)需对这笔债务承担连带清偿责任。 | 失信被执行人 | | | --- | ...
零跑汽车因合同纠纷被强制执行,创始人称暴露不足!公司回应
Nan Fang Du Shi Bao· 2025-09-28 10:47
近日,零跑汽车因业务纠纷被强制执行,车企对此回应称"正积极磋商,公司运转正常"。9月28日,一 张关于零跑汽车创始人朱江明在朋友圈发文的截图引发关注,朱江明表示,"3天的'限高'总算解除,这 次风波也暴露了团队的一些不足,能力还需要进一步提升。"同日,零跑汽车相关负责人向南都N视频 记者确认,该朋友圈内容属实。 朱江明发文。 据了解,近日,零跑汽车被曝出因与广州首汽汽车服务有限公司的合同纠纷,被强制执行。中国执行信 息公开网显示,9月25日,广州市白云区人民法院将浙江零跑科技股份有限公司和其全资子公司凌跑汽 车商贸有限公司,列为失信被执行人。零跑汽车创始人、董事长朱江明也因此被限制高消费。 9月27日,零跑汽车发布官方声明表示,"系我司与广州首汽汽车服务有限公司的一起合同纠纷。零跑已 于2024年6月25日,在调解书确定的履行期限内足额支付了全部款项361.81万元。对于尚未解决的车辆 过户事项,我们正在和广州首汽汽车服务有限公司积极磋商,推动妥善解决。"同时,零跑汽车方面 称,公司目前一切运转正常。 南都记者注意到,零跑科技高级副总裁曹力也在声明下方回应称,"感谢大家一直以来的关注与信任, 零跑汽车目前运营 ...
氪星晚报 |万达知情人士回应王健林被限高:或因执行层面信息不对称导致;小米SU7 Ultra首次在日本亮相,发售时间未定;美团旗下国际外卖品牌Keeta...
3 6 Ke· 2025-09-28 10:47
大公司: 保时捷首次亮相世界新能源汽车大会 36氪获悉,9月27日至29日,第七届世界新能源汽车大会在海南海口召开。保时捷首次以参展商身份, 携手大众汽车集团(中国)亮相,带来旗下重点电动车型——Taycan GTS和纯电动Macan 4劲驰版,并 发布全新一代中国专属车载信息娱乐系统。据了解,新系统首次引入基于大语言模型的AI语音助手与 3D车辆展示功能。 优步预计今年非餐厅外送业务营收达125亿美元 "百型智能"获金沙江创投数千万元投资 36氪获悉,"百型智能"宣布完成数千万人民币Pre-A轮融资,本轮由金沙江创投领投,源数创投等参与 投资。本轮融资资金将用于强化产研投入与市场拓展。百型智能是国内首家做外贸垂类AI Agent的公 司。 零跑汽车创始人朱江明回应被"限高" 据媒体报道,就零跑汽车因业务纠纷被强制执行一事,零跑汽车创始人、董事长朱江明在其朋友圈上发 文称,3天的"限高"今天总算解除了,这次风波也暴露了团队的一些不足,能力还需要进一步提升,这 次事件也更加坚定了其对零跑的信心。"不经历风雨,不能见彩虹,经营企业真的不容易,需要社会各 界更多的督促和支持。"据中国执行信息公开网,9月25日,广州 ...
氪星晚报 |万达知情人士回应王健林被限高:或因执行层面信息不对称导致;小米SU7 Ultra首次在日本亮相,发售时间未定;美团旗下国际外卖品牌Keeta上线阿联酋
3 6 Ke· 2025-09-28 10:40
Group 1: Major Companies - Porsche made its debut as an exhibitor at the World New Energy Vehicle Conference, showcasing key electric models including the Taycan GTS and the all-electric Macan 4, along with a new AI-based infotainment system tailored for the Chinese market [1] - Uber anticipates that its non-restaurant delivery business will reach $12.5 billion in total bookings by the end of the year, driven by strong growth in grocery and retail delivery orders [2] - Meituan's international delivery brand Keeta officially launched operations in the UAE, marking its third entry into the Middle Eastern market within 40 days [4] - Xiaomi showcased its high-end electric vehicle, the SU7 Ultra, in Japan, although the release date remains unspecified [7] Group 2: Financial and Investment Activities - "Bai Xing Intelligent" completed a Pre-A round financing of several tens of millions of RMB, led by Jingshan Capital, to enhance research and market expansion [5] - "Le Xiang Technology" announced the completion of a 200 million RMB "angel++" round financing, marking its third round of financing in nine months, with total angel round financing nearing 500 million RMB [6] Group 3: Industry Developments - The China Council for the Promotion of International Trade reported that 1,623 exhibition projects have been approved for outbound exhibitions this year, covering a planned exhibition area of 950,000 square meters [8] - The Ministry of Industry and Information Technology stated that China will further deepen cooperation in the automotive industry, supporting foreign and domestic enterprises in various aspects including capital and technology [8]
零跑汽车(09863.HK)百万台量产启示:一场技术、用户和全球化的品牌跃升
Ge Long Hui· 2025-09-28 10:16
Core Viewpoint - The rapid production speed of Leap Motor has become a key indicator of its comprehensive strength and profitability in the accelerating performance differentiation of China's new energy vehicle market [1] Group 1: Production Milestone - Leap Motor achieved a significant milestone by rolling out its 1 millionth vehicle, doubling its production from 500,000 to 1 million in less than a year, setting a record for new energy vehicle manufacturers in China [1][2] Group 2: Financial Performance - In the first eight months of 2025, Leap Motor's cumulative delivery exceeded 320,000 units, maintaining its lead in the new energy vehicle sales rankings in China, with monthly sales topping the charts for six consecutive months [2] - The company's revenue for the first half of the year reached 24.25 billion yuan, a year-on-year increase of 174%, with a gross margin of 14.1% and a net profit of 30 million yuan, marking a turnaround from losses in the same period of 2024 [2] Group 3: Technological Advancements - Leap Motor's self-research capabilities have led to a high density of technology, with over 65% of its core components being self-developed, including battery packs, motors, and electronic control systems [3] - The company has successfully reduced the cost of laser radar to the level of 120,000 yuan for certain models, significantly lower than competitors [3] Group 4: Global Expansion - As of June 2025, Leap Motor has rapidly expanded its overseas presence, with over 600 stores, including 550 in Europe, and received over 4,000 orders in July alone [5] - The partnership with Stellantis Group enhances Leap Motor's penetration into international markets, establishing a clear growth trajectory [5] Group 5: User-Centric Approach - Leap Motor's success is attributed to its deep understanding of user needs, offering high-value configurations at competitive prices, and addressing common pain points in daily usage [7][8] - The company has implemented over-the-air (OTA) upgrades for older models, enhancing user experience and loyalty [9][10] Group 6: Future Growth Potential - Leap Motor is positioned to transition from a new energy vehicle startup to a mainstream global automaker, with plans for localized production in Europe and the introduction of new models like the D19 luxury SUV [12] - The company's sustainable growth model, centered on user needs and technological innovation, is expected to drive its valuation and fundamentals upward [12]