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 ...

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].

Core Insights - The overall performance of A-share automotive companies is stable, with over 70% achieving profitability and five companies exceeding 100 billion yuan in revenue [1][2][5] - There is a significant divergence in quarterly performance, with ten companies experiencing a year-on-year decline in net profit, and GAC Group's losses expanding to 4.31 billion yuan [1][6] - The automotive industry is expected to see strong export performance and healthy inventory levels, with potential record sales in Q4 2025, but uncertainties loom for 2026 [1][9] Revenue and Profitability - In the first three quarters of 2025, 15 out of 22 A-share passenger vehicle companies reported a year-on-year increase in revenue, representing 68% of the total [4][5] - BYD, SAIC Motor, and Great Wall Motors lead in revenue, with figures of 566.27 billion yuan, 468.99 billion yuan, and 153.58 billion yuan respectively [5][6] - The top three companies in net profit are BYD, Great Wall Motors, and SAIC Motor, with net profits of 23.33 billion yuan, 8.63 billion yuan, and 8.10 billion yuan respectively [5][6] Profit Margin and Market Dynamics - The sales gross margin for most listed automotive companies has slightly increased quarter-on-quarter, attributed to rising sales and cost reduction efforts [6][8] - The highest sales gross margin is reported by Seres at 29.37%, followed by Yutong Bus at 22.35% [7][8] - The automotive market is experiencing a controlled discount environment, with stable average vehicle prices maintained [8] Future Outlook - Analysts predict a strong sales performance in Q4 2025, with expectations of record-breaking sales, particularly for companies with strong brand power in the mid-to-low-end market [9][10] - The market faces uncertainties in 2026, with potential challenges including a new round of competition and changes in subsidy policies affecting electric vehicle sales [9][10]

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].

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].

Industry Information - The term "semi-solid battery" is proposed to be renamed as "solid-liquid battery" to avoid confusion with solid-state batteries, which are seen as the future direction due to their higher safety, energy density, lifespan, and faster charging capabilities [9] - Shanghai's Haitong International Automobile Terminal has achieved a record high automobile export volume of 1.109 million units in the first three quarters of this year [10] - The commercial insurance premium income for new energy vehicles exceeded 100 billion yuan, reaching 108.79 billion yuan, with a year-on-year growth of 36.6% [11] - Anhui province ranked first in the country with an automobile production of 2.4044 million units in the first three quarters, significantly outpacing Guangdong [12] - The profit of the automobile manufacturing industry increased by 3.4% year-on-year from January to September [13] - The establishment of 10 measurement talent training centers has been approved, including those focused on new energy vehicles [13] - Huawei's HarmonyOS has delivered over 1 million units in just 43 months [13] - A new project for producing 1.6 million sets of chassis components has officially commenced [13] - The first automotive chip standard verification platform in China has been put into operation [16] - The demand for energy storage has significantly boosted the performance of the lithium battery industry in the third quarter [21] Policy Information - The National Energy Administration has released several important standards related to electric vehicle charging infrastructure [26] - Shenzhen's vehicle replacement subsidy policy will cease after October 28, 2025, due to budget constraints [30] - Guizhou province has implemented a management plan for electric vehicle charging infrastructure construction [30] - The Ministry of Industry and Information Technology is promoting the development of green industries, including new energy vehicles [20] Company Information - Seres Group plans to go public in Hong Kong with a maximum issue price of 131.50 HKD per share, aiming for a total issuance scale of approximately 17 billion USD [43] - Nio has achieved over 90 million battery swaps, with an average daily swap volume exceeding 100,000 [43] - Xpeng Motors has entered the Baltic states and Cambodia markets [43] - BYD's new car registrations in Europe increased nearly fourfold in September [43] - The establishment of Zhejiang Li Auto Battery Co., Ltd. has been completed with a registered capital of 70 million yuan [24]

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]

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]

Core Viewpoint - GAC Group has launched a cross-year vehicle purchase tax subsidy plan to protect consumer rights, allowing consumers who complete vehicle purchase procedures in November 2025 and invoice delivery in 2026 to enjoy corresponding tax difference subsidies [1] Group 1: Subsidy Plan Details - The subsidy plan covers GAC's brands: GAC Haobo, GAC Trumpchi, and GAC Aion, specifically for models that meet the 2026 new energy vehicle tax reduction requirements (excluding Haobo SSR) [3][4] - Consumers must complete the locking or large deposit operation through the official online system of each brand between November 1 and November 30, 2025 [3][4] - Vehicles delayed to 2026 for reasons not attributable to the consumer, such as production or logistics issues, will still qualify for the subsidy [5] Group 2: Eligible Models and Users - Eligible brands include GAC Haobo, GAC Trumpchi, and GAC Aion, with models that meet the 2026 tax reduction requirements [4] - Users must complete the locking or large deposit operation within the specified timeframe to be eligible for the subsidy [4] Group 3: Subsidy Amount - The maximum subsidy amount is set at 15,000 yuan, with the actual subsidy determined based on the specific policies of each brand and the tax difference between 2026 and 2025 [7][8] - The subsidy will be returned through cash or as a deduction from the vehicle's final payment [8] - Detailed calculations and distribution of the subsidy will depend on the actual vehicle configuration and tax difference, with final results confirmed by sales or delivery consultants [9]

Core Viewpoint - Recent changes in leadership at GAC Lingcheng New Energy Commercial Vehicle Co., Ltd. indicate a strategic shift within the company, with Zheng Heng taking over as the legal representative and chairman from Yan Zhuangli [1] Company Overview - GAC Lingcheng New Energy Commercial Vehicle Co., Ltd. was established in November 2007 with a registered capital of approximately 2.92 billion RMB [1] - The company's business scope includes automotive parts design services, sales of charging piles, and manufacturing of complete vehicles [1] - The shareholders of the company include GAC Group, Guangzhou Hydrogen Cloud New Energy Technology Investment Partnership (Limited Partnership), and Hino Motors, Ltd. [1]