LEAPMOTOR(09863)

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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]
零跑汽车朱江明:“限高”解除,坚定企业信心
Sou Hu Cai Jing· 2025-09-28 10:04
【9月28日零跑汽车创始人朱江明回应被"限高"风波并表态】9月28日,针对零跑汽车因业务纠纷被强制 执行一事,零跑汽车创始人、董事长朱江明在朋友圈发文透露,3天的"限高"于当天解除。他指出,这 次风波暴露出团队存在一些不足,团队能力有待进一步提升。同时,此次事件更加坚定了他对零跑的信 心。朱江明还表示,"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"。 本文由 AI算法生成,仅作参考,不涉投资建议,使用风险自担 【9月28日零跑汽车创始人朱江明回应被"限高"风 波并表态】 9月28日,针对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 朋友圈发文透露,3天的"限高"于当天解除。他指 出,这次风波暴露出团队存在一些不足,团队能力 有待进一步提升。同时,此次事件更加坚定了他对 零跑的信心。朱江明还表示,"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"。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 和而不同 迅达天下 扫码查看原文 和讯猎报 09.28 14:51:15 周 零跑汽车朱江明:"限高"解除,坚 ...
零跑朱江明回应限高风波称暴露团队不足
Xin Lang Ke Ji· 2025-09-28 08:42
9月27日,零跑汽车方面就此回应称,"该报道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 面强调,公司目前一切运转正常。 【#零跑朱江明称限高暴露团队不足##零跑汽车创始人朱江明回应限高#】朱江明亲自回应了被"限高"风 波。 针对零跑汽车被列为失信被执行人以及自己因此被限高一事,9月28日,零跑汽车创始人、董事长朱江 明在其朋友圈上发文回应称,"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,感谢领导和朋友们大家的关心!谢谢大家!" 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,案号为(2025)粤0111执13502号,执行依据文号为 (2023)粤0111民初25175号 ...
零跑创始人朱江明回应限高风波称团队需提升
Cai Jing Wang· 2025-09-28 08:42
【#零跑汽车创始人朱江明回应被限高#】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。作为零 跑汽车创始人、董事长,朱江明也因此被限制高消费。 (蓝鲸新闻) ...
零跑汽车创始人朱江明回应限高:今天已解除,暴露出团队不足
Feng Huang Wang· 2025-09-28 07:57
Core Viewpoint - The recent legal issues faced by Leap Motor highlight operational shortcomings within the company, but the founder remains confident in the company's future [1] Group 1: Legal Issues - Leap Motor has been listed as a "dishonest executor" by the People's Court of Baiyun District, Guangzhou, due to failure to fulfill obligations from a legally binding document [1] - The company is involved in a contract dispute with Guangzhou Shouqi Automobile Service Co., Ltd., with the execution status indicating complete non-fulfillment [1] - The case has been ongoing since June of this year, indicating a prolonged legal challenge for the company [1] Group 2: Company Response - Founder Zhu Jiangming acknowledged the team's shortcomings and emphasized the need for improvement in capabilities [1] - Despite the challenges, Zhu expressed strengthened confidence in Leap Motor's future prospects [1]
零跑汽车创始人朱江明回应被“限高”:已解除,风波暴露团队一些不足
Xin Lang Cai Jing· 2025-09-28 07:40
9月28日,零跑汽车创始人、董事长朱江明在朋友圈上发文回应被"限高"一事。他称,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。" 上半年,零跑汽车收入为242.5亿元,同比大增174%,主要原因在于整车及备件交付量大幅增加。期内取得净利 润0.3亿元,同比扭亏为盈。从毛利率来看,上半年零跑汽车毛利率为14.1%,较2024年同期的1.1%提升13个百分 点。这得益于销量上升带来的规模效应,规模扩大使得单位成本降低。 据中国执行信息公开网,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(简称"零跑汽车")和其 全资子公司凌跑汽车商贸有限公司(简称"凌跑汽车商贸")列为失信被执行人,案号为(2025)粤0111执13502 号,执行依据文号为(2023)粤0111民初25175号。 根据生效法律文书确定的义务,被告凌跑汽车商贸欠原告广州首汽汽车服务有限公司361.81万元(包括租金41.6万 元、购车款271.57万元、逾期付款违约金44.64万元、 ...
千亿市值零跑汽车陷百万合同纠纷,朱江明“限高”后公司发声
Xin Hua Wang· 2025-09-28 07:37
Core Viewpoint - The recent court ruling has placed Zhejiang Leapmotor Technology Co., Ltd. (Leapmotor) in the spotlight due to its designation as a "dishonest executor," which has implications for its operations and public image [1][4]. Group 1: Legal Issues - Leapmotor and its subsidiary, Lingpao Automotive Trading Co., Ltd., were listed as dishonest executors by the Guangzhou Baiyun District People's Court due to failure to fulfill a financial obligation [1][2]. - The court ruling involves a debt of 3.618 million yuan owed to Guangzhou Shouqi Automotive Service Co., Ltd., which includes various fees such as rent, vehicle purchase, and legal costs [3][4]. - The court has mandated that Leapmotor and its subsidiary must assist in transferring the registration of 73 vehicles to the plaintiff within three months after payment [3]. Group 2: Financial Impact - The court's decision has led to restrictions on high consumption for Leapmotor's founder and chairman, Zhu Jiangming, which may affect the company's public perception [4]. - Despite the legal challenges, Leapmotor reported significant sales growth, achieving a monthly delivery of 57,066 vehicles in August, marking an 88% year-on-year increase [6]. - Leapmotor's market capitalization reached 100 billion HKD in August, with a stock price of 65.8 HKD as of September 28, reflecting a 102.15% increase in market value [7]. Group 3: Company Response - Leapmotor has stated that it has fully paid the owed amount of 3.618 million yuan as of June 25, 2024, and is actively negotiating the vehicle registration transfer with Guangzhou Shouqi Automotive Service Co., Ltd. [7]. - The company emphasized that its operations remain normal despite the ongoing legal issues [7].
零跑汽车朱江明回应:3天的“限高”解除
Bei Ke Cai Jing· 2025-09-28 07:05
新京报贝壳财经讯(记者林子)9月28日,对于零跑汽车被强制执行一事,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。 编辑 杨娟娟 校对 刘军 ...
零跑汽车创始人朱江明回应“限高”:今天已解除,暴露了团队的一些不足,能力还需要进一步提升
Xin Lang Ke Ji· 2025-09-28 06:57
Group 1 - The founder of Leap Motor, Zhu Jiangming, expressed confidence in the company despite recent challenges, indicating a need for team improvement and support from the community [1] - Leap Motor has been listed as a "dishonest executor" by the Guangzhou Baiyun District People's Court due to failure to fulfill obligations from a legal ruling, specifically related to a sales contract dispute with Guangzhou Shouqi Automobile Service Co., Ltd [2]
零跑汽车回应成失信被执行人
21世纪经济报道· 2025-09-28 02:13
Core Viewpoint - Leap Motor has been listed as a "dishonest executor" due to a contract dispute with Guangzhou Shouqi Automobile Service Co., Ltd, but the company has stated that it has fulfilled its payment obligations as of June 25, 2024, totaling 3,618,085.25 yuan [1][2][5]. Group 1: Legal Issues - Leap Motor and its wholly-owned subsidiary, Lingpao Automobile Trading Co., Ltd, were designated as dishonest executors by the Guangzhou Baiyun District People's Court on September 25, 2025, due to an unresolved contract dispute [2][3]. - The court ruling indicates that Lingpao Automobile Trading owes Guangzhou Shouqi Automobile Service a total of 3,618,085.25 yuan, which includes rent, vehicle purchase costs, overdue payment penalties, and legal fees [5][3]. - Leap Motor is responsible for joint repayment of the debt owed by Lingpao Automobile Trading and must assist in transferring the registration of 73 vehicles to Lingpao within three months after payment [5][3]. Group 2: Financial Performance - Leap Motor reported a significant increase in sales, with a 155.7% rise to 221,700 vehicles in the first half of the year, leading to a revenue increase of 174.1% and a net profit of 33 million yuan [7]. - The company has set a gross margin target of 14% to 15% for the second half of the year, with expectations for continued growth in gross margin [9]. - Leap Motor's delivery data for August shows 57,100 vehicles delivered, an 88% year-on-year increase, marking a new high for the new energy vehicle sector [9].