【#蔚来沈斐称乐道不会轻易降价# 电池换新将年赚万元差价】12月9日，据智通财经，蔚来高级副总 裁、乐道汽车总裁沈斐最近在接受媒体采访时说，乐道不会轻易做出降价动作。#乐道不会轻易降价# 对于这项大手笔的支出，沈斐透露，公司将利用每天的谷峰电价差额赚钱。他举例在浙江等地区，换电 站中的每块电池每度电就可以赚取大约1.2元差价。按照平均每块电池50度（kW·h）的可用电量来计 算，合理情况下一天可达到60元，一年就可以赚到大约2万元的利润。放眼全国，这一数字也基本可达 到1.2万至1.3万元，在电池的整个生命周期来看是很划算的。（澎湃） "销量一往下走就慌慌张张地去动价格，这是自乱阵脚，而且很容易走上一条不归路。"12月8日，沈斐 在接受媒体采访时说。 据悉，12月5日，乐道汽车发布全国换电站电池翻倍计划，宣布将向全国换电网络增投超8000块全新电 池包，全部增投工作预计于2026年1月中旬完成，届时用于乐道品牌的换电电池包将翻1倍。乐道汽车当 前的保有量约12万辆，2300座可用换电站。 ...

以下文章来源于蚀刻AiTech ，作者蚀刻团队 蚀刻AiTech . 智能驾驶十年老兵，走过四家公司，搞过芯片做过量产，写写行业新鲜事。 期待刻录AI发展的重点时 刻。 原文链接： 蚀刻独家 | 前蔚来智驾高管加盟新公司 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 该头部无人配送公司目前正处于发展的快车道。今年10月，公司宣布完成D轮融资，创下中国自动驾驶 领域最大一笔私募融资纪录。目前该公司已实现累计交付车辆突破1万台、业务覆盖全国近300个城市的 规模，正全力杀入即时物流和泛城配市场，加速推进无图自动驾驶技术和端到端大模型的应用。这些技 术正是该高管在蔚来负责的核心领域。他的加入，可以说是该公司为应对下一阶段挑战所做的关键性人 才储备。 加加加加加加加加柱柱柱柱柱柱柱柱哥哥哥哥哥哥哥哥微微微微微微微微信信信信信信信信爆爆爆爆爆爆爆爆料料料料料料料料！！！！！！！！ 自 动 驾驶之心 某前蔚来智驾高管已正式加入某头部无人配送自动驾驶企业，并出任该公司要职。 该高管在加入蔚来前，曾任Momenta高级 ...

文｜新能源观 2025年前9个月，我国新能源汽车产销量便双双突破千万辆，再次迎来了一个历史性的转折点。 图/2025年1-9月新能源车产销双超1100万辆 几乎是在同一个时间节点，昔日"卖一辆亏一辆"的新造车品牌们，或扭亏为盈或亏损大幅收窄，并向盈利发起猛攻。 近期，头部新造车品牌披露的三季报显示，除了率先实现盈利的理想汽车出现了短期承压、由盈转亏的情况，其他几位头部玩家的财报都相对亮眼。 其中，零跑汽车在2025年上半年成功扭亏为盈后，三季度持续盈利；小米汽车在三季度斩获了首季盈利；小鹏和蔚来虽然仍处于亏损当中，但亏损大幅收 窄，并多次明确2025年四季度为盈利冲刺节点。 从"烧钱换市场"到"价值创造"的跨越，新造车品牌们似乎正在告别持续亏损的阵痛期。而这背后，是技术自研与产品布局的双重突破。 1. 新造车头部企业摆脱"越卖越亏"魔咒？ "一季度每卖一辆车亏损4.9万元，二季度每卖一辆车亏损6.39万元""平均每卖一辆车亏超8万元""每个季度亏损约50亿元"……昔日，"卖一辆亏一辆，卖得越 多亏得越多"被看成是新造车品牌们最大的标签之一。 然而，随着新能源汽车产销规模的不断突破，以及市场渗透率的进一步提升， ...

Core Insights - Nio Inc. has officially commenced deliveries of its Firefly EVs in several European countries, including Greece and Denmark [1][2] - The Firefly EV is priced at approximately EUR 29,900 (around $34,700) and offers a WLTP range of over 205 miles, powered by a 42.1 kWh LFP battery [3] - Nio had previously delayed the Firefly's launch in Europe to Q3 2025 due to challenges in expanding its sales and service network [5] Delivery Performance - In November, Nio reported a total of 36,275 deliveries, marking a 76% increase compared to the same period last year [6] - The breakdown of deliveries includes 18,393 vehicles from the Nio brand, 11,794 from Onvo, and 6,088 from the Firefly brand [6] Competitive Landscape - Other Chinese automakers, such as BYD and Xpeng, are also expanding in Europe, with BYD experiencing a 206.8% increase in registrations in October [7] - Xpeng announced its entry into three new European countries: Estonia, Lithuania, and Latvia, as well as Cambodia in Asia [8]

Core Viewpoint - Seyound Holdings Ltd. (stock code 02665.HK), a high-performance lidar provider, successfully listed on the Hong Kong Stock Exchange through a De-SPAC transaction, marking it as the first hard-tech company to do so in China [1][3]. Group 1: Listing Details - Seyound Holdings issued 37.0816 million shares at an initial price of 10 HKD per share, raising a net amount of 360.5 million HKD [1]. - On its first trading day, the stock opened at 11 HKD, peaked at 17.31 HKD (a 73.1% increase), and closed at 13.96 HKD, reflecting a 39.6% rise, with a total market capitalization of 18.989 billion HKD [1][2]. Group 2: Company Background and Market Position - Established in 2016, Seyound Holdings specializes in designing, developing, and producing automotive-grade lidar solutions, ranking fourth globally in sales revenue for ADAS lidar solutions with a market share of 12.8% [6]. - The company delivered approximately 230,000 automotive-grade lidar units in 2024, contributing to a revenue increase from 0.66 million USD in 2022 to 1.60 million USD in 2024, representing a compound annual growth rate of about 55.1% [6][8]. Group 3: Financial Performance - Seyound Holdings has accumulated losses exceeding 826 million USD over the past three years, with losses of 188.2 million USD in 2022, 219 million USD in 2023, and 398.2 million USD in 2024 [8]. - The company's gross margin turned positive for the first time in 2025, with a gross margin of 12.9%, compared to previous years of -62.3%, -35.0%, and -8.7% [6][8]. Group 4: Customer Dependency and Risks - A significant portion of Seyound's revenue is derived from NIO, accounting for 88.7% to 91.6% of total revenue from 2022 to 2025, raising concerns about dependency on a single customer [9][11]. - The sales of Seyound's "Falcon" series lidar solutions have declined by 2.8% in early 2025 due to a decrease in NIO's vehicle sales, and the pricing of these solutions has dropped from 879 USD per unit at the end of 2022 to 687 USD by May 2025 [12][14]. Group 5: Legal Challenges - Seyound Holdings faces potential legal challenges, including a lawsuit from Hesai Technology alleging infringement related to product design and technology, which could impact its operations and market position [15].

Group 1 - U.S. Chinese concept stocks showed mixed performance in pre-market trading, with Baidu rising by 2% and Xiaoma Zhixing increasing by 1%, while NIO fell by 0.9% [1]

Group 1 - The core viewpoint is that domestic brands in China are reshaping the consumer market landscape by occupying prominent positions across various sectors, including smart home appliances, beauty products, and new energy vehicles [1][2] - By the first three quarters of 2025, China's exports of holiday goods, dolls, and animal-shaped toys exceeded 50 billion yuan, reaching over 200 countries and regions globally [1] - The rise of domestic brands reflects a significant transformation in consumer psychology and market environment, moving from being a secondary option to a primary choice for consumers [1][3] Group 2 - In the first ten months of this year, China's cumulative exports of new energy vehicles surpassed 2 million units, with brands like BYD and NIO excelling in core technologies such as battery management and intelligent driving [2] - Cultural confidence is a key driver of the rise of domestic brands, allowing for a creative transformation that resonates emotionally across different age groups and regions [2] - The integration of traditional cultural elements into modern products, such as the Palace Museum's creative products and Li Ning's sportswear, showcases the blend of culture and innovation [2] Group 3 - The ability of domestic brands to quickly adapt to market dynamics and meet upgraded consumer demands is supported by a resilient supply chain backed by a complete industrial system in China [3] - China's industrial system includes 41 major industrial categories, enabling full control from design to manufacturing, which enhances competitiveness in global markets [3] - Domestic brands have achieved a balance between quality and price, offering products that exceed consumer expectations in emotional value, thus upgrading overall product value [3]

Group 1 - The 21st China (Changsha) International Auto Expo opened on December 10, 2023, at the Changsha International Convention and Exhibition Center, attended by notable figures from the China Automobile Industry Association and local government [1] - The auto show features 71 well-known automotive brands and nearly 1,000 new car models, covering an exhibition area of 80,000 square meters [3] - Major new energy vehicle brands such as Hongmeng Zhixing, NIO, and Li Auto participated, while domestic brands like BYD and Chery showcased their strengths, and joint ventures like SAIC Volkswagen and FAW Toyota offered significant discounts [3] Group 2 - The event serves as a "showcase" for new models and technologies, with over 20 debut vehicles including the Yangwang U9 Xtreme and Deep Blue L06 making their first appearance in Central China [3] - BYD presented its technological capabilities with a 1,500 square meter booth, while Hongmeng Zhixing showcased cutting-edge intelligent driving technology [3] - The third "Ten Thousand People Auto Group Purchase Event" has been upgraded to integrate brand resources and provide multiple discounts, alongside various themed experiences such as the "Super Intelligent Driving Conference" and "AI Technology Camp" [3]

将投中网设为"星标⭐"，第一时间收获最新推送 蔚来资本，又成功收获了一个回报丰厚的IPO。 作者丨 簪竹 来源丨 投中网 一个明星IPO来了。 12月10日，国产激光雷达企业图达通以De-SPAC（特殊目的收购公司）模式正式登陆港交所，上市募集总计约 10.3亿港元。截至发稿，这家公司的市值超过200亿港元。 这也意味着，伴随着上市的掌声，连投图达通5轮且为对方外部第一大股东的蔚来资本，又成功收获了一个回报 丰厚的IPO。 蔚来资本管理合伙人朱岩表示，作为图达通的早期产业投资方与长期战略伙伴，蔚来资本始终对其技术创新实力 与发展潜力抱有坚定信心。自2018年首次投资起，蔚来资本、蔚来汽车与图达通便以资本为联结、以产业为根 基，在车规级激光雷达的研发与量产攻坚阶段展开深度协同、共研共创，率先实现了图像级高清激光雷达的全球 首次规模化量产。 这段从图达通A轮融资就开始的投资故事，始于一个问题：如何在很远的距离就发现目标？ 蔚来资本管理合伙人朱岩、合伙人吕元兴、董事总经理凌雯与图达通创始人鲍君威在上市仪式现场合影 非常难的事，非常牛的人 回到八年前蔚来资本刚接触图达通的时候，激光雷达赛道最火的是Velodyne、Q ...

Core Viewpoint - The company, Leida Auto, is cautious about price reductions, emphasizing that a drop in sales should not lead to hasty price cuts, which could destabilize the brand [1]. Group 1: Business Strategy - Leida Auto plans to double its battery supply for its nationwide battery swap network by investing over 8,000 new battery packs, with completion expected by mid-January 2026 [1]. - The current vehicle ownership for Leida Auto is approximately 120,000, with 2,300 available battery swap stations [1]. - The company aims to profit from the price difference in electricity during peak hours, with potential earnings of about 60 yuan per battery per day, translating to an annual profit of approximately 20,000 yuan per battery [1]. Group 2: Market Performance - Leida Auto has achieved over 110,000 pure electric vehicle deliveries, with an average transaction price surpassing that of Cadillac and nearing Audi [1]. - In November, Leida Auto delivered 11,794 vehicles, contributing to a total of 36,275 vehicles delivered by NIO, marking a year-on-year increase of 76.3% [4]. - NIO reported a record revenue of 21.79 billion yuan for Q3 2025, reflecting a year-on-year growth of 16.7% and a quarter-on-quarter increase of 14.7%, with a gross margin of 13.9%, the highest in nearly three years [4]. Group 3: Leadership Changes - In April, Leida Auto underwent a leadership change, with Shen Fei taking over as president, leading to a rebound in sales, particularly for the L90 model, which has seen over 10,000 deliveries for three consecutive months [4].