| 工費值息 历史丁查值费 | | | | | ■ 柯达 | | --- | --- | --- | --- | --- | --- | | 企业名称 | 股来电池科技(安徽) 有限公司 | | | | | | 法宣代表人 | 何 何期 | 登记状态 () | 有缘 | 天眼浮分 3 | 989 | | | | 成立日期 | 2022-10-21 | | | | 统一计会值用代码 2 | 91340111MA8PL7W448 | 注册资本() | 200000万人民币 | 文看到本 | 57000万人民币 | | 工商注册号 | 340172400003169 | 纳税人间别号 (1) | 91340111MA8PL7W448 | 姐的机构代码 1 | MASPL7W4-4 | | NIAN | 2022-10-21 至 无因宁期报 | 的税人提质 | 增值税 - 股票股人 | 核准日期 | AND BEATH | | 企业学校 | 有限责任公司(灌溉台法人验证) | 行业 | 汽车频道业 | 人员规模 | 0人 | | 命侵人數 | 0 2024年报 · 留 | 英文名称 | NIO Battery Tec ...

智通财经 天眼查工商信息显示，近日，蔚来电池科技（安徽）有限公司发生工商变更，李斌由董事长变更为董 事，曾澍湘卸任法定代表人、董事兼总经理，由何旭接任。 该公司成立于2022年10月，注册资本20亿人民币，经营范围含电池制造、电池销售、电子专用材料研 发、石墨及碳素制品销售、新型膜材料销售、汽车零部件及配件制造、新能源汽车电附件销售、智能输 配电及控制设备销售、资源再生利用技术研发、人工智能应用软件开发等。股东信息显示，该公司由蔚 来控股有限公司全资持股。 ...

每经AI快讯，11月10日，港股新能源车企概念股盘初涨跌互现，长城汽车、小米集团双双涨超1%；小 鹏汽车(09868.HK)跌超3%，蔚来汽车(09866.HK)跌超1%。 ...

社群计版 蔚来四季度能否完成15万销量目标 ? 精选观点:麻团-电池行研-车fans从业群(新7) 目前来看难度还是有点大的。 蔚来作为主机厂里面最特殊的一家,换电模式先天的车电 分离属性给予了其在售价上的多样性。但是凡是都有两面 性,换电模式可以快速回收成本,降低起售价格。但是作 为基建+产品两条腿走路的厂家,换电站既是蔚来的卖点 ,也可能是蔚来的怪桔。 在蔚来不得不降低单车净利率以适应当前的竞争形势的同 时,还有一个重要问题是换电站的钱从哪来?换电站一天 无法实现自主造血,就一天是蔚来的心腹大患。而目注定 有很多换电站是要亏钱的。如果换电站的扩张速度无法匹 配整车的销售速度,那么换电资源会迅速陷入枯竭,以至 于可能陷入无电可换的窘境。伴随着各家的超充技术在快 步上马,留给换电模式的空间会越来越小。很简单的道理 ,换电站作为蔚来独有的设施,其密度和广度不可能和充 电站相比，如果换电所需要的时间大于充电的时间，那么 换电的价值何在 ? 截至2024年蔚来的累计交付量不过91万辆。如果能维持4 万的交付量,两年保有量就可以翻一倍。届时需要匹配多 少的换电站才能满足车主的使用 ? 而目城市地段是有限的 , 有多少 ...

Group 1 - Multiple automakers reported strong sales performance in October, driven by the peak season of "Golden September and Silver October" [1] - New energy vehicle (NEV) sales are expected to exceed 16 million units in 2025, with the used car replacement policy significantly boosting the market [1][7] - New force brands like Leap Motor, Xpeng Motors, and NIO achieved record monthly deliveries, with Leap Motor delivering 70,289 units, a year-on-year increase of over 84% [2] Group 2 - Xpeng Motors delivered 42,013 units in October, marking a 76% year-on-year increase and entering several international markets [2] - NIO's deliveries reached 40,397 units, a 92.6% year-on-year increase, with significant contributions from its various brands [2] - Xiaomi Motors also surpassed 40,000 units in deliveries, while Li Auto's deliveries decreased slightly [3] Group 3 - Traditional automakers showed strong performance in the NEV sector, with BYD reporting 441,706 NEV sales in October, a 12% year-on-year decline [4] - SAIC Group's sales reached 453,978 units, with NEV sales growing by 31.6% year-on-year [4] - Chery Group's NEV sales exceeded 110,000 units for the first time, reflecting a 54.7% year-on-year increase [4] Group 4 - Industry experts noted that traditional automakers are leveraging their manufacturing scale and brand reputation to excel in the NEV market [5] - The market is expected to remain strong post the peak season, with various automakers launching new promotional activities [6] - The automotive market is anticipated to exceed initial production and sales forecasts, with a projected total of 32.9 million vehicles for the year [7]

Core Insights - The 2025 Automotive Technology and Equipment Development Forum showcased 22 innovative achievements in four key areas: breakthrough automotive technologies, intelligent manufacturing equipment, intelligent chassis, and intelligent computing chips, highlighting China's core technological breakthroughs and industrial chain upgrades in the smart transformation of the automotive industry [1][7]. Breakthrough Automotive Technologies - Multiple achievements have made systematic breakthroughs, including the development of an end-to-end driver assistance system testing and evaluation technology by the China Automotive Research Institute (Jiangsu), which covers a vast array of scenarios [3]. - NIO Inc. launched SkyOS, China's first full-domain operating system for vehicles, achieving a comprehensive technological breakthrough applied in multiple mass-produced models [3]. - Tianlu Flying Car Technology Co., Ltd. introduced the "Tianlu X," a split-type land-air integrated flying car that complies with road regulations and possesses pure electric vertical take-off and landing capabilities [3]. - Jiushi (Suzhou) Intelligent Technology Co., Ltd. developed an L4-level multi-modal fusion perception autonomous driving system, enabling commercial operations for unmanned delivery across over 300 cities [3]. - Ideal Auto (Beijing Chehejia Information Technology Co., Ltd.) plans to equip all models with laser radar by 2025, enhancing active safety standards for family travel [3]. Intelligent Manufacturing Equipment - Key advancements in detection and production line technologies were made, such as the development of embodied intelligent robot testing equipment by Chongqing Kairui Robot Technology Co., Ltd., serving over 300 enterprises [4]. - Dongfeng Motor Corporation's Mingshi Automotive Technology Company developed online software flashing technology for intelligent connected vehicles, improving production efficiency and software consistency [4]. - China FAW Group Corporation independently developed an intelligent detection equipment system for production lines, integrating AI large models and digital twin technologies for full-process intelligent detection [4]. Intelligent Chassis - Localized and intelligent solutions became core breakthroughs, with Zhejiang Konghui Automotive Technology Co., Ltd. overcoming limitations of single torsional stiffness in active stabilizers, significantly enhancing vehicle stability and comfort [5]. - Dongfeng Motor Group's Mingshi Automotive Technology Company integrated AI and chassis control technologies in the M817 intelligent off-road chassis for all-terrain adaptability [5]. - The China Automotive Engineering Research Institute developed a "human-vehicle-road" closed-loop simulation testing platform for multi-dimensional verification of intelligent chassis from components to complete vehicles [5]. Intelligent Computing Chips - Domestic high-performance computing chips have achieved multi-scenario applications, such as the Huashan A1000 chip from Hezhima Intelligent Technology Co., Ltd., which supports L2+ level driver assistance functions [6]. - Suzhou Guoxin Technology Co., Ltd. innovatively integrated NPU and quantum-safe modules in the CCFC3009PT chip for comprehensive intelligent upgrades [6]. - Beijing Huixi Intelligent Information Technology Co., Ltd. launched the R1 chip, filling the gap in the domestic high-performance combined driver assistance chip market [6]. - Shanghai Weijing Technology Co., Ltd. introduced the VS919 series integrated control chip, breaking traditional external MCU designs for multi-scenario intelligent driving applications [6]. Summary of Innovations - The innovative achievements presented this year demonstrate significant progress in key technological areas within China's automotive industry, paving the way for a smarter, safer, and more efficient future, and establishing a solid foundation for China's continued leadership in global automotive competition [7][8].

Core Viewpoint - The Hang Seng Index declined by 0.51%, while the Hang Seng Tech Index fell by 0.83%, indicating a general downturn in the market, particularly in the semiconductor and new energy vehicle sectors [1] Group 1: Market Performance - The Hang Seng Index experienced a decrease of 0.51% [1] - The Hang Seng Tech Index saw a decline of 0.83% [1] Group 2: Sector Performance - Semiconductor stocks faced a pullback, with Hua Hong Semiconductor dropping by 3.87% [1] - New energy vehicle stocks also retreated, exemplified by NIO's decline of over 2% [1]

Core Insights - NIO has successfully registered the "Feiyu" trademark, classified under scientific instruments in the international category [1] - The trademark's approved usage includes integrated circuit cards, smart cards, chip cards, microchip cards, integrated circuits, and electronic chips, indicating a focus on intelligent electronic systems and onboard chips [1][3] - NIO is increasing investments in smart cockpits, autonomous driving, and onboard chips, having developed its own intelligent electronic control platform and high-performance chips to enhance vehicle computing power and system safety [3] Company Strategy - NIO is strengthening its software and hardware collaborative development capabilities, continuously improving core technologies such as self-developed chips, operating systems, and smart hardware [3] - The registration of the "Feiyu" trademark may lay the groundwork for future products and technologies in automotive-grade chips, smart cards, security encryption, and data communication, further enhancing its smart vehicle ecosystem [3]

Core Viewpoint - Huawei Technology has confirmed its client base includes major automotive companies, indicating a strong market presence and ongoing capacity expansion [1]. Group 1: Client Base - The company serves a diverse range of clients, including BYD, Geely, Great Wall, Changan, Hongqi, BAIC, SAIC, Chery, JAC, Li Auto, NIO, Xpeng, Lynk & Co, Stellantis, Seres, Volkswagen, Dongfeng Nissan, FAW Dongji, Nanyang Xijian, Wandu, Jingxi Zhixing, Ruili Group, Wan'an Technology, Fastech, ZF, Hande, Knorr, Bendix, among others [1]. Group 2: Capacity Expansion - New production capacity is gradually being released, suggesting potential for increased output and revenue growth in the near future [1].

Core Viewpoint - NIO's legal department announced the banning of three online accounts involved in spreading false information, highlighting the company's commitment to combating malicious rumors and protecting its rights and interests [1] Group 1: Legal Actions - The court ruled that the account holder of "西瓜犁多南," He Kuixing, must publicly apologize to NIO and compensate for economic losses [1] - NIO will continue to support the Ministry of Industry and Information Technology and other departments in their special campaign against online chaos in the automotive industry [1] Group 2: Company Commitment - NIO emphasizes its ongoing efforts to assist judicial authorities in fighting against malicious rumors and misinformation [1] - The company aims to safeguard the legitimate rights and interests of both the enterprise and its users [1]