本文源自：格隆汇 蔚来(NIO.US)美股盘前涨2.2%报5.12美元。消息上，乐道汽车发布全国换电站电池翻倍计划，将向全国 换电网络增投超8000块全新电池包，其中包括4500块85kWh电池包。蔚来联合创始人、总裁秦力洪表 示，乐道在L90上市之初增投了2000块85度电池包，可以帮助L90树立口碑。本次电池增投计划11月份 已经开始，核心目标为通过提升新老用户换电体验，加速市场向纯电、换电转化。 ...

蔚来将持续响应工信部等六部门关于开展汽车行业网络乱象专项整治行动的号召，坚决运用法律手段， 打击包括恶意曲解企业财务状况、蓄意攻击企业产品及服务等在内的各类侵权行为，切实维护企业和用 户的合法权益，携手共建清朗网络空间。 【#多个账号恶意诋毁蔚来被判赔偿道歉#】12月5日消息，蔚来法务部发微博表示，恶意诋毁蔚来，多 个网络账号被判赔偿道歉。 网络账号"电动汽车叨逼叨"等持有人苏楚元，自2023年起在多个平台以专业解读财务报告为名，恶意攻 击蔚来经营及财务状况，借此实现违规引流、不当牟利。经法院一审判决，其行为侵害蔚来合法权益， 判令其向蔚来赔偿并公开赔礼道歉。 网络账号"中文科技"等持有人谢贤胜，恶意编造并多次散布涉及蔚来的资本市场不实信息，以此博取关 注、违规引流。法院近期作出一审判决，认定其行为侵害蔚来合法权益，判令其对蔚来赔偿并公开赔礼 道歉。 ...

蔚来(NIO.US)美股盘前涨2.2%报5.12美元。消息上，乐道汽车发布全国换电站电池翻倍计划，将向全国 换电网络增投超8000块全新电池包，其中包括4500块85kWh电池包。蔚来联合创始人、总裁秦力洪表 示，乐道在L90上市之初增投了2000块85度电池包，可以帮助L90树立口碑。本次电池增投计划11月份 已经开始，核心目标为通过提升新老用户换电体验，加速市场向纯电、换电转化。 | NIO 蔚来 | | | | --- | --- | --- | | 5.010 ↑ +0.220 +4.59% | | 收盘价 12/04 16:00 美东 | | 5.120 t 0.110 +2.20% | | 盘前价 12/05 04:21 美东 | | 三分24号 8 9 日 0 | | ● 快捷交易 | | 最高价 5.030 | 开盘价 4.940 | 成交量 5700.19万 | | 最低价 4.910 | 昨收价 4.790 | 成交额 2.83亿 | | 平均价 4.972 | 市盈率TIM 亏损 | 总市值 123.92亿元 | | 振 幅 2.51% | 市盈率(静) 亏损 | 总股本 24.73亿 ...

Core Viewpoint - The Chinese automotive market is experiencing a year-end "sprint" driven by the approaching policy window, pressure to meet annual sales targets, and a surge in consumer demand [1] Group 1: Sales Performance - As of November, major domestic car manufacturers have varying completion rates for their 2025 sales targets, with Leap Motor, Xpeng, and Xiaomi having already met their goals, while NIO and Li Auto are below 70% completion [1] - Leap Motor achieved 536,132 vehicle deliveries from January to November, a year-on-year increase of 113.42%, exceeding its annual target of 500,000 vehicles by 7.23% [2] - Xpeng delivered 391,937 vehicles in the same period, marking a 155.54% year-on-year growth and successfully meeting its annual target of 380,000 vehicles [3] - Xiaomi's total sales reached approximately 350,000 vehicles, also achieving its annual target [3] - Geely, SAIC Group, and BYD have completion rates of 92.93%, 91.29%, and 90.91% respectively, with Geely's sales reaching 2.787 million vehicles, a 41.76% increase year-on-year [2][4] - NIO and Li Auto reported significantly lower completion rates, with NIO at 63.16% and Li Auto at 56.52% [2][6] Group 2: Market Trends and Strategies - Leap Motor aims to reach a sales target of 1 million vehicles in 2026, supported by the launch of new models like the A10 and Lafa5 [3] - Xpeng's overseas market performance has been a highlight, with 39,773 vehicles delivered internationally, a 95% increase year-on-year [3] - Geely's growth is driven by its strong performance in the new energy sector, with 153.4 million new energy vehicles sold, a 97% increase [4] - SAIC Group's sales have shown resilience, with a total of 4.108 million vehicles sold, a 16.4% increase year-on-year [5] - BYD's sales reached 4.182 million vehicles, but it has faced a decline in monthly performance since September, attributed to increased competition and market saturation [5] Group 3: Challenges and Outlook - NIO's performance has been inconsistent, with a total of 277,893 vehicles delivered, and it faces a challenging target of 43,000 deliveries in December to meet its quarterly guidance [6] - Li Auto has experienced a decline in deliveries for six consecutive months, with a focus on resolving supply issues for its i6 model [6] - The overall passenger car market in China saw a wholesale increase of 11% year-on-year, but consumer sentiment is cautious due to tightening policies on trade-in and scrappage subsidies [6]

Core Viewpoint - The article provides an overview of new vehicle launches scheduled for late 2025, detailing specifications, pricing, and market segments for various manufacturers [2][70]. Group 1: Vehicle Launches - Chery Automobile is set to launch the Exeed ET5 on November 28, 2025, positioned as a B SUV with a price range of 144,900 to 159,900 CNY [7][4]. - FAW-Volkswagen will introduce the Volkswagen Tayron L on the same date, also classified as a B SUV, with prices ranging from 207,900 to 259,900 CNY [15][12]. - Beijing Off-road will release the BJ60 on November 30, 2025, categorized as a C SUV with a price of 295,800 CNY [23][20]. - Dongfeng Nissan's Nissan N6 is scheduled for December 1, 2025, as a B NB vehicle with prices from 99,900 to 129,900 CNY [31][28]. - Seres Automotive will launch the Blue Electric E5 Plus on December 3, 2025, a B SUV priced between 139,800 and 143,800 CNY [39][36]. - Changan Ford's Mondeo will debut on December 4, 2025, as a B NB vehicle with a price range of 149,800 to 199,800 CNY [47][44]. - Great Wall Motors will introduce the Tank 300 Hi4-T on the same day, classified as an A SUV with a price of 249,800 CNY [55][52]. - NIO will launch the L60 on December 5, 2025, a B SUV priced at 211,900 CNY [63][60]. Group 2: Technical Specifications - The Exeed ET5 features a 1.5T range extender engine with an electric motor, offering a pure electric range of 210 km and a battery capacity of 32.66 kWh [7][6]. - The Volkswagen Tayron L offers multiple engine options, including a 1.5T and a 2.0T, with power outputs ranging from 118 kW to 162 kW [15][14]. - The BJ60 is equipped with a 1.5T range extender engine and has a battery capacity of 40.3 kWh, providing a pure electric range of 152 km [23][22]. - The Nissan N6 features a 1.5L plug-in hybrid engine with a battery capacity of 20.3 to 21.1 kWh, offering a pure electric range of 170 to 180 km [31][30]. - The Blue Electric E5 Plus has a 1.5L plug-in hybrid engine and offers a pure electric range of 155 to 230 km, depending on the variant [39][38]. - The Mondeo features a 1.5T hybrid engine with a maximum power output of 140 kW and a torque of 222 Nm [47][46]. - The Tank 300 Hi4-T is powered by a 2.0T plug-in hybrid engine, delivering 185 kW and 385 Nm of torque [55][52]. - The L60 is a fully electric vehicle with a power output of 240 kW and a battery capacity of 60 kWh, providing a range of 530 km [63][60].

05:47"只要我这里轻轻一点，一辆车就变成了一座'移动商铺'。"这里是安徽祺力专用车制造有限公司"闪铺"新能源汽车的线下测试现场。随着研发人员的指 令，一台浅蓝色新能源汽车缓缓展开侧翼，液压装置平稳抬升车顶，短短2分钟内，便变身为15平方米的整洁商铺。 2025年10月9日，浙江省湖州市长兴经济技术开发区的长兴地通汽车部件有限公司技术人员操控工业机器人生产新能源汽车配件（无人机照片）。新华社发 （谭云俸 摄）在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上，工业和信息化部副部长张云明表示，"我们扎实推进智能制造工程，建成 7000余家先进级和230余家卓越级智能工厂，推动工艺、装备、软件集成创新。数据显示，制造业机器人密度达470台/万人，远超全球平均水平。光伏、动 力电池、新能源汽车等领域，智能制造装备和系统解决方案取得群体性突破。" 这是2025年11月3日在郑州航空港区比亚迪总装工厂拍摄的新能源汽车"宋Pro"生产线。新华社记者 李嘉南 摄安徽合肥是新能源汽车产业的重要集聚地，江 淮、比亚迪、蔚来、大众等6家整车企业在此落户。记者在蔚来先进制造新桥二工厂看到，部分制造场景已实现AI智能决 ...

网络账号"中文科技"等持有人谢贤胜，恶意编造并多次散布涉及蔚来的资本市场不实信息，以此博取关 注、违规引流。法院近期作出一审判决，认定其行为侵害蔚来合法权益，判令其对蔚来赔偿并公开赔礼 道歉。 凤凰网科技讯12月5日，蔚来法务部发文称，网络账号"电动汽车叨逼叨"等持有人苏楚元，自2023年起 在多个平台以专业解读财务报告为名，恶意攻击蔚来经营及财务状况，借此实现违规引流、不当牟利。 经法院一审判决，其行为侵害蔚来合法权益，判令其向蔚来赔偿并公开赔礼道歉。 ...

Core Viewpoint - NIO has successfully taken legal action against malicious online accounts that have defamed the company, resulting in court rulings for compensation and public apologies from the offenders [1]. Group 1: Legal Actions - The account "Electric Vehicle Talk" and its holder, Su Chuyuan, have been found guilty of maliciously attacking NIO's business and financial status under the guise of professional financial report analysis, leading to a court ruling for compensation and public apology [1]. - The account "Chinese Technology" and its holder, Xie Xiansheng, were also found guilty of fabricating and disseminating false information about NIO in the capital market, resulting in a similar court ruling for compensation and public apology [1]. Group 2: Company Response - NIO will continue to respond to the call from the Ministry of Industry and Information Technology and six other departments to address online chaos in the automotive industry, using legal means to combat various infringement behaviors, including malicious distortion of financial status and intentional attacks on products and services [1].

Core Viewpoint - Leado Automotive announced a nationwide battery swap station plan to double its battery capacity by adding over 8,000 battery packs, including 4,500 units of the 85kWh version, expected to be completed by mid-January 2026 to meet the growing demand for battery swapping during the Spring Festival and beyond [1] Group 1 - The battery capacity will be configured based on regional user numbers and battery swap demand, with a priority on northern regions [1] - The company will offer flexible upgrade coupons for the 85kWh battery to help users enhance their range at a lower cost during winter [1] - NIO's co-founder and president, Qin Lihong, noted that the initial investment of 2,000 units of the 85kWh battery pack at the launch of the L90 helped establish a strong user reputation and led to market-leading performance in its class [1] Group 2 - The battery investment plan began in November, with the core objective of enhancing the battery swap experience for both new and existing users, accelerating the market transition towards pure electric and battery swapping [1]

Group 1 - The core point of the article is that LeDao Auto plans to double its battery supply for the national battery swap network by investing over 8,000 new battery packs, including 4,500 units of 85kWh batteries, to meet the demand during the 2026 Spring Festival peak [1] - The battery investment will be completed by mid-January 2026, resulting in more than double the number of batteries compared to previous plans, ensuring sufficient battery supply for the growing user base [1] - The company will prioritize battery distribution to northern regions based on user ownership and swap demand, along with offering flexible upgrade coupons for the new 85kWh batteries to enhance user experience during winter [1] Group 2 - NIO Energy has established a total of 8,436 charging and battery swap stations nationwide, including 3,606 battery swap stations and 4,830 charging stations, leading the industry in construction numbers [2] - The company has also set up 1,003 battery swap stations along highways, with an average distance of 180 kilometers between stations, creating a comprehensive battery swap network connecting over 550 cities across 9 vertical and 11 horizontal major city clusters [2]