点 击 蓝 字 关 注 我 们 本文全文共 720 字，阅读全文约需 2 分钟 在国家以旧换新政策推动下，5月车企表现出色，吉利、零跑、一汽奔腾、极狐、东风日产、长安马自达 等企业新能源销量创出历史新高，长安、小鹏、长城、蔚来、广汽丰田等车企创出自身历史月度前3高的优异 表现。很多二线车企的表现极其优秀，推高了新能源车的总体销量。 根据乘联分会数据，全国乘用车市场2025年4月，新能源批发销量万辆以上的厂商销量合计，占总体新能 源乘用车当月销量的90%。根据5月初步汇总数据，这些4月新能源销量万辆以上厂商的5月销量为113万辆。目 前几乎绝大部分厂商销量基本都已经锁定，因此按照上月结构占比结合本月数据，测算5月的全国新能源乘用 车批发销量为124万辆。 综上，根据月度初步乘联数据综合预估：5月全国新能源乘用车厂商批发销量124万辆，同比增长38%，环 比增长9%。综合预估今年1-5月累计批发522万辆，同比增长41%。 5月乘用车主力厂商新能源批发销量 *转载或引用本公众号的原创文章，请注明出处。 5月新能源乘用车市场预判 2025年5月仅有19个工作日，与去年5月相比少2天，尤其是端午节在5月31日，不利于 ...

点击蓝字 关注我们 目 录 行业信息 1、前 4 月陕西汽车产量同比增长 33.3% 2、中国汽研与华为旗下引望签署战略合作 3、英伟达对华芯片供应最新消息：售价将大幅低于先前的 H20 芯片 预计最快于 6 月 开始量产 4、新疆霍尔果斯口岸 1-4 月出口汽车 10.6 万辆 5、5分钟充电 70%,广州企业领跑新能源车超快充赛道 6、车规芯片企业创展完成近亿元天使+轮融资 7、宁德时代:全固态电池 2027年有望实现小批量生产 8、吉利集团旗下电池公司吉曜通行:预计到 2027年形成 70GWh 电池产能规模 9、禾赛科技 Q1 营收 5.3 亿,交付量达 19.58 万台,毛利率 41.7% 10、小马智行与迪拜 RTA 达成战略合作,25 年将启动 Robotaxi 测试运营 11、德国首启 L4 自动驾驶载客公交测试项目,最高时速 130公里 12、英伟达 Q1 营收 440.62 亿美元,汽车芯片业务激增 72% 13、瑞银调查:电动汽车销售仍有望保持增长趋势 14、小马智行与广州公交集团达成战略合作 共同推动自动驾驶商业化 15、欧盟乘用车和厢式货车碳排放法规修正通过,桑性化对车企规制 16、 ...

Core Insights - The 29th Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was highly successful, attracting over 450,000 visitors and generating more than 4 billion yuan in pre-orders for over 16,000 new cars [1] - Despite the strong attendance, traditional automakers like Mercedes-Benz, BMW, and Audi (BBA) are facing significant sales declines, with each experiencing over a 10% drop in Q1 sales year-on-year [1] - New energy vehicle companies, particularly Xiaopeng, are showing stronger performance, with Xiaopeng's new model generating 20,000 new orders in just one week after its launch [6][7] Group 1: Industry Performance - New energy vehicle companies have achieved over 30% of their annual sales targets by May, with only Xiaopeng meeting the timeline expectations for 2025 [1] - In contrast, traditional automakers like BBA are struggling, with their sales figures declining significantly compared to the previous year [1][2] - The auto show highlighted the need for BBA to innovate in marketing strategies to compete effectively with new energy vehicle companies [6][7] Group 2: Marketing Strategies - BBA's traditional marketing tactics, such as celebrity endorsements and price reductions, are becoming less effective compared to the innovative strategies employed by new energy vehicle companies [2][6] - Xiaomi's unique approach of using limited edition bottled water to attract visitors proved to be more effective than traditional celebrity endorsements [4][6] - Xiaopeng's successful use of celebrity endorsement with Ouyang Nana significantly boosted its visibility and sales, demonstrating the importance of effective marketing in the current competitive landscape [6][7] Group 3: Product Development - Mercedes-Benz and Audi showcased their latest localized products at the auto show, while BMW struggled to present compelling new offerings beyond price cuts [7][12] - Audi's new E5 Sportback and Mercedes-Benz's long-wheelbase CLA are positioned to enhance their market presence with advanced technology and local partnerships [9][11] - BMW's new models, including the X3, are facing declining sales and significant discounts, indicating a need for a complete overhaul of their product strategy [12]

【钛媒体综合】6月3日，工信部、国家发改委、农业农村部、商务部、国家能源局发布通知，组织开展 2025年新能源汽车下乡活动，并公布新能源汽车下乡活动车型目录，涉及124款车型。 据悉，此次活动以"绿色、低碳、智能、安全——赋能新农村，畅享新出行"为主题，将选取一批新能源 汽车推广比例不高、市场潜力较大的典型县域城市，举行若干场专场活动；以此为中心辐射周边乡镇， 结合地区特点开展若干场特色活动。与县域充换电设施补短板试点、智能网联汽车"车路云一体化"试点 等工作形成协同效应，推动优质资源向乡村地区倾斜。 鼓励各类新能源汽车生产、销售、金融、充换电及售后服务等领域市场主体共同参与，结合以旧换新、 县域充换电设施补短板等政策工具，定制"购车优惠+用能支持+服务保障"一体化促销方案，健全覆盖 购车、用车、养车全周期售后服务网络。 另外，活动采取"线上+线下"相结合的方式开展。线下环节，以县域主会场为枢纽，联动周边乡镇开展 专场活动。线上平台，搭建云展销、直播导购、在线咨询等数字化场景，推动"线上下单—线下交付— 售后跟进"服务闭环。 值得注意的是，今年活动车型较2024年增加了25款车型，特别是增加了特斯拉Model ...

具体情况如下： 1，订单情况： 均店新增大定：30~35台 进店量占比：70% 进店量上涨：60% 需要注意： -大量客户观望max版，上市价格超预期订单爆发，端午节进店订单第二轮爆发，新增大定已破2万。 -营销破圈，欧阳娜娜话题热度很高，车展和商超店均明确反馈有女性客户提及。 2，客户画像： 22~32岁，女性比例：50% 需要注意： -相比现款年轻客户占比更高，女性比例更高。家庭子女增购，年轻情侣夫妻，相比现款客户更注重精致的车 型。 -女性客户更看重颜值、智能化和泊车。男性客户更关心智驾，之前不少已经体验过小鹏其他车型智驾，试驾 后成交率明显提高。 3，配置选择： max：plus 占比 85:15 max车型占比： 502 Max 长续航：20~30% 600 Xax 超长续航：70~80% 外观颜色： 星暮紫（主销） 内饰颜色： -新款对比秦L 比例明显下滑，客户群体出现明显区隔。女性客户看重颜值，导致竞品对比极为分散，包括蔚 来萤火虫、smart都包含。 拂晓紫（主销） 需要注意： -女性客户反馈紫色外观内饰惊艳，选择率较高，认为拂晓紫内饰质感提升明显。 -部分客户认为新款max有带耳朵（小蓝灯） ...

Core Viewpoint - The performance of various new energy vehicle brands in May was generally strong, with significant year-on-year growth in delivery volumes for many companies, particularly BYD, which continues to lead the market [1][2]. Delivery Volume Summary - BYD delivered 382,476 vehicles in May, a 0.6% increase from April and a 14.1% increase year-on-year [2][5]. - Leap Motor achieved a delivery volume of 45,067 vehicles, marking a 9.8% month-on-month increase and a remarkable 148% year-on-year growth [2][6]. - Hongmeng Zhixing reported 44,454 vehicles delivered, with significant contributions from its various models [2][10]. - Li Auto delivered 40,856 vehicles, reflecting a 20.4% increase from April and a 16.7% increase year-on-year [2][15]. - Xpeng Motors delivered 33,525 vehicles, a decrease of 4.3% from April but a substantial 230% increase year-on-year [2][14]. - Aion delivered 26,777 vehicles, down 5.4% from April and a 33.2% decrease year-on-year [2][21]. - Deep Blue delivered 25,521 vehicles, a 26.7% increase from April and a 78% increase year-on-year [2][30]. - NIO delivered 23,231 vehicles, a 2.8% decrease from April but a 13.1% increase year-on-year [2][25]. - Zeekr delivered 18,908 vehicles, a 37.7% increase from April and a 1.6% increase year-on-year [2][34]. - Jidu delivered 12,767 vehicles, achieving a 179% year-on-year growth [2][38]. - Lantu delivered 10,022 vehicles, a 0% change from April but a 122% increase year-on-year [2][40]. - Extreme Fox delivered 13,509 vehicles, with a 200.2% year-on-year increase [2][41]. - iCAR delivered 5,899 vehicles, contributing to the overall growth in the market [2][44]. Market Dynamics - BYD's promotional strategy, including "one price + limited-time subsidies," has attracted consumer attention, with significant price reductions on various models [5]. - Leap Motor's new C10 model, priced between 122,800 to 142,800 yuan, features advanced technology such as laser radar and improved battery capacity, enhancing its market appeal [6]. - Hongmeng Zhixing's new model, the Zun Jie S800, launched at a price starting from 708,000 yuan, has seen strong initial demand [10]. - Xpeng's MONA M03 Max, priced at 129,800 yuan, offers competitive AI-assisted driving features, reshaping the market landscape [14]. - Li Auto's upcoming i8 model is set to launch in July, with significant pre-production testing already completed [15]. - Aion's limited-time pricing strategy aims to remain competitive amid market price reductions [21]. - Xiaomi's new YU7 model emphasizes performance and innovative design, targeting the mid-large SUV segment [22]. - NIO's software upgrades in its driving assistance systems aim to enhance user experience and safety [25]. - Deep Blue's new S09 model features advanced technology and competitive pricing, aiming to strengthen its market position [30]. - Zeekr's expansion plans include new vehicle launches to meet growing consumer demand [34].

Group 1 - The stock of Xpeng Motors (09868.HK) has seen a short-term increase, rising over 3% [1] - The trading volume exceeded 900 million Hong Kong dollars [1]

Industry Overview - In May, the automotive industry focused on intense competition, with significant attention on price wars and public disputes, reflecting a clear stance against "involution" from regulatory bodies and industry associations [2] - The electric vehicle (EV) market experienced a significant surge, with most companies reporting strong performance, particularly BYD, Leap Motor, and Xpeng, which led the industry with substantial growth [2] Company Performance - **BYD**: Sold 382,476 vehicles in May, a year-on-year increase of 15.3%. Of these, 88,640 were sold overseas, and the sales of its Dynasty and Ocean series reached 348,393 [5][6][7] - **Geely**: Achieved total sales of 235,208 vehicles in May, with 138,021 being new energy vehicles (NEVs), accounting for 59% of total sales. Cumulative NEV sales from January to May reached 602,784 [8][9] - **SAIC-GM-Wuling**: Reported global sales of 134,419 vehicles, a 20.7% increase year-on-year, with NEV sales of 74,201, marking a 52.2% growth [13][14] - **Leap Motor**: Delivered 45,067 vehicles in May, representing a growth rate exceeding 148%, maintaining its lead among new car manufacturers [16][17] - **Li Auto**: Delivered 40,856 vehicles in May, a 16.7% increase year-on-year, with expectations for stable monthly deliveries of the new MEGA model [19][20] - **Xpeng**: Achieved a delivery of 33,525 vehicles in May, a remarkable 230% increase year-on-year, continuing a trend of over 30,000 monthly deliveries for seven consecutive months [25][26] - **Great Wall Motors**: Sold 102,231 vehicles in May, with NEV sales of 32,638, reflecting a 32.41% year-on-year increase [29][30] - **Xiaomi**: Exceeded 28,000 vehicle deliveries in May, maintaining consistent sales over the past eight months [35][36] - **GAC Aion**: Sold 26,777 vehicles in May, with significant advancements in its driving assistance systems [38][39] - **Deep Blue**: Reported a total delivery of 25,521 vehicles, a 78% increase year-on-year [43][44] - **NIO**: Delivered 23,231 vehicles in May, a 13.1% increase, with several new models launched [46][48] - **Avita**: Achieved sales of 12,767 vehicles in May, a 179% increase, marking a historical high [51][52] - **Lantu**: Sold 10,022 vehicles in May, a 122% increase year-on-year, with new product plans announced [55] - **SAIC-GM New Energy**: Reported a total of 9,117 NEV sales in May, a 3.2% increase year-on-year, with a significant month-on-month rise of 66.4% [58][59] - **Hongmeng Zhixing**: Delivered 44,454 vehicles in May, setting a new historical record [62][63]

广州日报讯 （文/表全媒体记者邓莉）近日，多家新能源车企公布5月销量数据，其中新势力车企交付 量集体大涨，竞争呈现"你追我赶"的激烈趋势。业内指出，5月销量的普遍大涨，显示在以旧换新等政 策下，我国汽车行业保持较强活力，消费信心迅速回升。中国汽车流通协会综合政策红利释放与终端促 销节奏，预计5月份全月乘用车终端销量在185万辆左右，同比增长8.5%，环比增长5.4%。其中，新能 源乘用车零售约98万辆，渗透率约52.9%。 从陆续公布的最新车企销量来看，布局插电混动/增程混动车型的新能源车企优势突出。从全行业来 看，比亚迪5月新能源车销量为38.25万辆，持续领跑，从2024年全年销量分析，其插电式混动车型占比 超60%。从新势力品牌来看，位居前三名的是零跑、理想、小鹏，小米汽车位居第四。 乘联会5月1日至25日数据显示，新能源汽车市场零售渗透率达到53.5%，显示新能源汽车市场需求持续 旺盛。 中国汽车流通协会分析称，5月汽车市场呈现"前高后低"走势。各地车展密集启动叠加"五一"假期效 应，自驾游与结婚季等家庭购车需求集中释放，推动终端客流显著冲高。同时，汽车以旧换新政策与地 方促消费措施持续发力，进一步激 ...

Core Insights - The report highlights the transformation of cross-border e-commerce from an optional strategy to a crucial necessity for Chinese enterprises in the context of significant changes in global trade dynamics [1] Group 1: Explosive Growth - In the first three quarters of 2024, China's cross-border e-commerce achieved a total import and export volume of 1.88 trillion RMB, representing a year-on-year growth of 11.5%, with exports growing by 15.2%, significantly outpacing overall foreign trade growth [2][29] - The rise of social e-commerce is a key driver, with the global social commerce market expected to reach $688 billion in 2024, growing by 20%, and projected to exceed $1 trillion by 2028 [2][31] Group 2: Dual Track Approach - Chinese enterprises primarily utilize two pathways for international expansion: B2B and B2C models [3][33] - The B2B model focuses on bulk trade between businesses, emphasizing supply chain management [3] - The B2C model targets direct sales to consumers, which can be further divided into platform-dependent and independent brand models [4][5] Group 3: Multi-Dimensional Globalization - Chinese enterprises are expanding beyond simple product exports to a multi-dimensional global strategy, including product, technology, and service exports [7][8][9] - Key sectors for product exports include consumer electronics, new energy vehicles, and fashion [7] - Technology exports involve digital technologies like 5G and AI, while service exports include logistics and brand services [8][9] Group 4: Regional Focus - Different markets exhibit unique characteristics, with mature markets like Europe and North America focusing on brand value and supply chain efficiency [10] - Southeast Asia is identified as the fastest-growing e-commerce region, driven by a young population and digitalization [11] - Emerging markets in the Middle East and Latin America present significant growth opportunities [12] Group 5: Benchmark Brands - Temu is rapidly expanding, projected to reach a GMV of $54 billion in 2024, significantly aided by its semi-managed model [13] - SHEIN is recognized as a leading fashion brand with a strong influence on Gen Z, driven by supply chain innovation [14] - TikTok Shop is emerging as a strong player in social commerce, with a projected GMV exceeding $50 billion in 2024 [15] Group 6: Future Trends - Six consumer trends are anticipated to shape product selection by 2025, including gardening, smart home integration, and outdoor living [17][18][22] - The "dopamine economy" emphasizes emotional value in consumption, while sleep-related products are expected to see increased demand [19][20] Group 7: Infrastructure Support - The growth of cross-border e-commerce relies on foundational support from payment solutions, logistics networks, and cloud services [23] - Companies like Ant International and Cainiao are pivotal in providing global payment and logistics solutions [23]