A0级电动车的这场复苏是短期反弹还是长期趋势？背后又反 映出中国新能源汽车市场怎样的转型逻辑？ 作者： 濮振宇 封图：图虫创意 导读 壹 || 2025年年中，极狐、五菱、名爵、奇瑞等更多品牌开始涌入A0级电动车市场，预示着这 个细分市场正全面复苏。 贰 || A0级电动车市场的复苏，不仅与价格相关，也与产品力相关。 叁 || 从"代步车"到"多场景用车"，从"低端替代"到"主流选择"，A0级电动车的蜕变是中国汽 车市场电动化、智能化转型进入深水区的一个缩影。 曾因成本压力与政策退坡跌入谷底的A0级小型电动车市场，正迎来一场前所未有的"复活"。电池 成本下降、政策支持加码、产品力提升，共同推动这一细分市场强势回归。 今年8月下旬，极狐、MG、五菱、奇瑞等多家品牌在十天内相继布局四款新车，让A0级小型电动 车热度骤升。还有其他车企表示，未来会规划小型电动车产品供给。在新一轮的车企宣传中，A0 级电动车不再是"廉价代步"的代名词，而是续航突破500公里、智能配置越级的主流产品。 A0级电动车的这场复苏是短期反弹还是长期趋势？背后又反映出中国新能源汽车市场怎样的转型 逻辑？ 第三次"高光时刻" A0级电动车市场曾两 ...

Core Viewpoint - Chinese electric vehicle manufacturers are facing accusations of repair monopolies in Australia, which has sparked discussions about the implications for both consumers and the industry [2][6]. Group 1: Accusations and Market Dynamics - The Australian Automotive Service and Repair Authority (AASRA) has reported that five Chinese EV companies, including BYD and Xpeng, are delaying and restricting consumers' access to non-authorized repair services, which limits competition and consumer choice [2][6]. - The repair market for electric vehicles is currently dominated by manufacturers, leading to high maintenance costs and limited options for consumers [4][9]. - The core issue lies in the closed service model of these companies, which contrasts with Australian regulations that require manufacturers to provide essential repair data to independent service providers [6][8]. Group 2: Legal and Regulatory Context - The Australian Competition and Consumer Commission (ACCC) enforces the Motor Vehicle Service and Repair Information Scheme (MVIS), which mandates that manufacturers must share diagnostic software and technical data with independent repair shops [6][8]. - Violations of this scheme can result in significant fines, with a recent example being Honda, which was fined AUD 18,780 for not providing flexible subscription options [6]. Group 3: Industry Perspectives and Future Outlook - Industry experts emphasize the need for a balanced approach that allows for safety while promoting fair competition in the repair market [9]. - The current situation reflects a clash between domestic practices of authorized service models and the regulatory environment in international markets, highlighting the importance of adapting business models for global expansion [8][9]. - There is a call for collaboration among manufacturers, independent repair shops, regulatory bodies, and insurance companies to create a more open and competitive aftermarket ecosystem [9].

曾因成本压力与政策退坡跌入谷底的A0级小型电动车市场，正迎来一场前所未有的"复活"。电池成本下降、政策支持加码、产品力提升，共同推动这一细 分市场强势回归。 今年8月下旬，极狐、MG、五菱、奇瑞等多家品牌在十天内相继布局四款新车，让A0级小型电动车热度骤升。还有其他车企表示，未来会规划小型电动车 产品供给。在新一轮的车企宣传中，A0级电动车不再是"廉价代步"的代名词，而是续航突破500公里、智能配置越级的主流产品。 A0级电动车的这场复苏是短期反弹还是长期趋势？背后又反映出中国新能源汽车市场怎样的转型逻辑？ 第三次"高光时刻" A0级电动车市场曾两次迎来"高光时刻"。第一次是在2014至2017年，较高的补贴吸引了众多车企布局。第二次是2020至2021年，五菱的电动化攻势使A0级 电动汽车重回消费者视野。 然而，进入2022年，市场情况急转直下。乘联分会统计数据显示，2022年10月至2023年2月，新能源汽车中A0级电动车市场份额呈现波动式下降走势。2023 年1至2月，新能源乘用车中A0级销量同比下降58%，而同期A级以上市场同比均不同程度增长。 动力电池原材料价格大幅上涨，是A0级电动车市场萎缩的首要 ...

Core Viewpoint - The recent surge in the A-share market related to solid-state battery concepts reflects strong investor confidence in the development of the solid-state battery industry chain, driven by some experimental products reaching the market [2][3]. Industry Overview - The solid-state battery index has risen by 16.69% in the last 20 days and over 50% year-to-date [2]. - Companies involved in solid-state battery technology, materials, and equipment have seen significant stock price increases, with Shanghai Xiba's stock rising over 40% since September [2]. - Leading manufacturers like EVE Energy and Guoxuan High-Tech have made notable advancements, including the establishment of production bases and the development of experimental lines [3]. Technological Developments - Solid-state batteries are categorized based on electrolyte content: semi-solid (5%-10%), quasi-solid (less than 5%), and all-solid [4]. - All-solid batteries are expected to offer significant improvements in energy density, safety, and lifespan compared to traditional liquid electrolyte batteries [4]. - Current industry consensus suggests that large-scale commercial use of solid-state batteries may not occur until around 2030 [8]. Competitive Landscape - Domestic battery manufacturers face intense competition from established players like CATL and BYD, which dominate the liquid battery market [5][6]. - Many second and third-tier manufacturers are actively disclosing advancements in solid-state battery technology, while leading companies remain relatively low-key [6]. - International competitors, such as Volkswagen and Mercedes-Benz, are also advancing in solid-state battery technology, with plans for mass production by 2030 [8][9]. Future Projections - Major companies have set timelines for solid-state battery production, with CATL and BYD aiming for small-scale production by 2027 and larger-scale production by 2030 [7]. - The cost of solid-state batteries remains a significant hurdle, with concerns that consumer prices may not be competitive until at least 2030 [8]. - Despite the challenges, China's overall advantage in battery technology is expected to lead the way in the commercialization of solid-state batteries [9].

开启预售两个月后，比亚迪旗下高端子品牌仰望新车U8L鼎世版终于揭开最后的面纱。 9月12日晚间，仰望U8L鼎世版宣布上市，售价128万元，仰望汽车总经理胡晓庆透露，即日起开启动态试驾，9月底正式交付。 截至今年4月，仰望品牌万余台的累计销量中，九成以上来自U8。 易车榜发布的今年前7个月百万级豪车销量榜 Top20 榜单显示，百万级豪车市场依旧以外资品牌为主导，比亚迪仰望 U8 是唯一上榜的国产品牌，累计销 量 862 辆，位居第十六名。 此次U8L鼎世版上市某种程度上也是仰望对旗下最成功车型的再次优化与迭代。 孙婉秋摄 作为仰望品牌的第四款车，此前仰望已推出U8、U9和U7三款车型，覆盖了越野、超跑和轿车等品类。 仰望U8L定位"全尺寸行政豪华SUV"，配备黄金车标，提供小黑金（曜石黑配日珥金）和大黑金（曜石黑配日珥金）配色，作为基于U8车系推出的全新车 型，胡晓庆表示其在U8车系基础上进行了347项升级体验，试图用技术创新来重构百万价值。 值得注意的是，U8是仰望旗下最成功的车型。 满新摄 技术上，仰望U8L除了保留了仰望品牌的技术优势，如具备四轮独立扭矩矢量控制的易四方技术、应急浮水技术、云辇-P智能液 ...

9月12日，国家发展改革委、国家能源局印发《新型储能规模化建设专项行动方案（2025—2027 年）》。展望未来，新型储能发展潜力巨大。据证券时报·数据宝统计，A股市场储能概念股中，今年上 半年净利润同比增长（含扭亏为盈）的有27股，杉杉股份、科力远、锦浪科技、骆驼股份、天宏锂电等 净利润增速靠前。从未来增长潜力来看，根据5家及以上机构一致预测，上述27只业绩增长的储能概念 股中，今明两年净利润增速均有望超20%的有16股。从估值水平来看，截至9月12日收盘，这16股中， 滚动市盈率低于30倍的有3股，分别是骆驼股份、德业股份、比亚迪。资金面上，9月以来融资净买入超 1亿元的有11股。其中先导智能融资净买入34.39亿元，高居第一。其次是国轩高科、欣旺达等。以最新 收盘价与机构一致预测目标价相比，5股上涨空间逾10%，分别是比亚迪、金盘科技、德业股份、科士 达、骆驼股份。 ...

2 ECRIFE 工商储/便携式储能电汁 itc o ■ 侧储能自用 酒店(深圳FIS 2025起点户储/工商储/便携式储能电池技术论坛 暨全球用户侧储能白皮书发布会 时间： 2025年12月19日 地点： 深圳 大会组织型兹 活动名称： 2025起点户储/工商储/便携式储能电池技术论坛暨全球用户侧储能白皮书发布会 同期活动： 2025第十一届起点锂电行业年会暨起点锂电十周年庆典（2025年12月17-18日） 活动主题： 聚焦储能新技术 共建产业新生态 主办单位: 起点锂电、起点储能、起点研究院 SPIR 活动规模： 600+ 举办时间： 2025年12月19日 活动地址： 深圳市维纳斯皇家酒店（深圳国际会展中心京基百纳店）二楼维纳斯厅（深圳市宝安区沙井镇沙井路 118号） 1、专业聚焦: 行业首个深度聚焦用户侧储能(户储 +工商储+便携）电池技术的专业高峰论坛; 2、 权威发布： 2025首个全球用户侧储能（户储+工商储+便携式）行业白皮书现场发布、户储电芯及系统出货量TOP10、工商储电芯及 系统出货量TOP10、便携式储能电芯及系统出货量TOP10权威排行榜发布; 3、 洞见未来： 深度探讨 30+核 ...

接下来，起点锂电将从锂电池厂 / 材料厂 / 设备厂三大板块，为大家盘点一下今年上半年产业链整体出海情况。 01 首先来看锂电池环节 宁德时代 在项目方面，宁德时代的 匈牙利德布勒森超级工厂一期（ 34GWh ）预计 2025 年内投产，配套宝马、奔驰等车企，并规划电池回收体系 ，同时在 西班牙 规划了 50GWh 产能、 印尼 规划了 15GWh 产能 ， 分别会在 2026 年和 2027 年投产 。 业绩方面，今年上半年宁德时代境外业务营收为 612.08 亿元，占比为 34.22% 。境外业务营收同比增加 21.14% 。 订单方面，上半年宁德时代订单体量巨大，年初中标的阿联酋全球最大储能订单； 3 月与澳大利亚 Quinbrook 合作的电池储能项目规模达 到 3GW/24GWh ； 4 月，澳大利亚 Synergy 公司旗下的 Collie 500 MW/2000MWh 储能项目装机完毕，该项目同样由宁德时代操盘， 为其供货了 600 多套 EnerC Plus 储能系统产品； 7 月，宁德时代为 Lydian Energy 三个项目提供电池储能系统，总额 2.33 亿美元，规 模 550MW/1 ...

以全铝大车架为例，仰望U8L鼎世版打造了全行业首个全铝大车架，100%采用铝材，关键部位选用7系 航空铝材，使用汽车行业量产最大尺寸的金属型一体式低压铸造机，引领行业进入高精度、高集成度、 高精密化设计的大车架时代。 安全配置方面，仰望U8L鼎世版标配碳陶刹车盘，二排零重力座椅具备主动回位技术。此外，预紧限力 安全带、14个安全气囊、远近红外夜视系统等也均标配，构筑更全面的被动安全防线。 隐私方面，仰望U8L鼎世版的全场景智能感光隐私车窗采用全新的黑色染料PDLC调光膜片，替代了物 理遮阳帘的功能，且具备主动隐私保护和自适应感光调节。 本报讯(记者李昱丞)9月12日，比亚迪（002594）股份有限公司(以下简称"比亚迪")仰望汽车旗下全尺寸 行政豪华SUV——仰望U8L鼎世版正式上市，售价128万元，加强百万元级豪车市场布局。 资料显示，仰望U8L鼎世版搭载易四方、云辇-P+、全铝大车架、专属刀片电池等多项创新技术，具备 应急浮水、高速爆胎稳行等能力，旨在树立行政豪华SUV安全领域的全新标杆。 驾乘方面，仰望U8L鼎世版首搭云辇-P+智能液压车身控制系统，全新升级双电磁阀阻尼调节器，能够 更好地过滤路面颠簸、 ...

Industry Overview - LED car lights, utilizing light-emitting diodes, are becoming the ideal choice for modern automotive lighting due to their high energy efficiency and long lifespan [2][6] - The industry is driven by a combination of policies and standards, with multiple initiatives in place to support technological innovation and market demand [6][10] - The market for LED car lights is projected to reach 45.7 billion yuan in 2024, reflecting a growth of 9.9% year-on-year [12] Market Dynamics - The automotive market is experiencing stable growth, with production and sales figures for the first seven months of 2025 reaching 18.24 million and 18.27 million vehicles, respectively, marking increases of 12.7% and 12% year-on-year [10] - The penetration rate of new energy vehicles is climbing, with projections indicating that by 2025, the penetration rate will reach 45% [10] - The value of the lighting system in new energy vehicles has increased by 30%-50% compared to traditional fuel vehicles, highlighting the strategic importance of LED car lights [10] Technological Advancements - The LED car light industry is undergoing a transformation towards smart and interactive designs, with a focus on aesthetic integration and functionality [12][15] - The penetration rate of ADB (Adaptive Driving Beam) technology is expected to exceed 45% by 2025, enhancing night driving safety [15] - Innovations such as laser headlights and DLP (Digital Light Processing) technology are being developed to improve performance and user experience [12][15] Competitive Landscape - The industry is characterized by a dual-leader structure with domestic companies like Xingyu and Huayu Visual Technology leading the market, while foreign firms maintain a stronghold in high-end segments [13][14] - Domestic companies are increasingly capturing market share, with projections indicating that they will account for 35% of the global market by 2025 [15] - The competitive dynamics are shifting from traditional lighting to smart and integrated solutions, driven by the rise of new energy vehicles and autonomous driving technologies [14][15] Future Trends - The LED car light industry is expected to see a threefold upgrade in technology, functionality, and supply chain dynamics, moving towards a model defined by smart and scenario-based applications [15] - The integration of lighting systems with ADAS (Advanced Driver Assistance Systems) is anticipated to create a closed-loop system for enhanced safety and functionality [15] - The industry is also focusing on global expansion, with local manufacturing bases being established in regions like Mexico and Hungary to support international demand [15]