Domestic News - Five departments have announced the launch of the 2025 New Energy Vehicle (NEV) rural promotion initiative, aimed at enhancing the use of NEVs in rural areas and building a green, low-carbon, and intelligent transportation system [5] - GAC Toyota has introduced a lifetime warranty policy for five key models, covering core components such as engines and hybrid batteries, valued at 8,000 yuan, to enhance product value and brand trust [6] - Xiaomi has launched a purchase policy for its SU7 and SU7 Ultra models, offering lifetime free use of its advanced driving assistance system and other attractive benefits for orders placed by June 30, 2025 [7] - XPeng Motors has announced a strategic partnership with Huawei to integrate Huawei's HUD solutions into its new vehicles [8] - Great Wall Motors has published a patent for a human-machine co-driving control method, enhancing the safety and comfort of its autonomous driving systems [9] - NIO plans to enter seven European markets between 2025 and 2026, launching five models and partnering with local companies to provide a seamless user experience [10] - Envision AESC's battery factory in France has commenced production, with an annual capacity to meet the battery needs of 200,000 electric vehicles, supporting the local NEV industry [11] - Four-dimensional Map Technology has signed a strategic cooperation agreement with Alibaba Cloud to enhance the automotive industry's smart transformation [12] International News - The European New Car Assessment Programme (E-NCAP) has announced that vehicles relying solely on touchscreen controls will not be eligible for the highest five-star safety rating starting in 2026, requiring physical buttons for key functions [13] - In Thailand, the electric vehicle market penetration reached 16.1% in April 2025, with a total of 6,287 electric vehicles sold, reflecting a year-on-year increase of 53.6% [15] - Norway's electric vehicle registrations in May 2025 reached 13,384 units, showing a year-on-year increase of 69.6%, with electric vehicles accounting for 93.9% of new registrations [16] - Honda has become a founding partner of the 2028 Los Angeles Olympics, providing comprehensive transportation support during the event [17] - Proton Motors has exported its first batch of hydrogen fuel heavy trucks to Australia, marking a significant step in its international strategy [19] - Successful Automotive has launched its pure electric small truck, the Xingma T3E, in Guizhou, aligning with national new energy strategies [20] - Beihai City has initiated a subsidy program for the scrapping and replacement of old operating trucks, offering substantial financial incentives for adopting new energy vehicles [21] - Chery's new pickup truck, the Weilin R08, is set to debut, generating significant industry and media interest [23]

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 ...

Industry Information - In the first four months, Shaanxi's automobile production increased by 33.3% year-on-year, with a total output of 630,000 vehicles, surpassing the national growth rate of 22.2% [8] - China Automotive Research Institute signed a strategic cooperation agreement with Huawei's subsidiary, aiming to enhance collaboration in policy research, AI technology application, and digital model development [9] - Nvidia plans to launch a new AI chip for the Chinese market, priced significantly lower than the previous H20 chip, with production expected to start in June [10] - The Horgos port exported 106,000 vehicles from January to April, marking an 18% year-on-year increase [10] - A Guangzhou company has developed a fast-charging technology that can charge 70% of a vehicle's battery in just 5 minutes, leading the industry [10] - The automotive chip company Chuangzhan completed nearly 100 million yuan in angel financing [11] - CATL expects to achieve small-scale production of solid-state batteries by 2027, which are anticipated to address key issues in electric vehicle range and safety [12] - Geely's battery subsidiary plans to reach a production capacity of 70GWh by 2027, with multiple production bases established [12] - Hesai Technology reported Q1 revenue of 530 million yuan, with a gross margin of 41.7% and a delivery volume of 195,818 units [13] - Pony.ai has partnered with Dubai's RTA to launch Robotaxi testing operations by 2025 [14] - Nvidia's Q1 revenue reached $44.062 billion, with a 72% increase in automotive chip business [15] - UBS forecasts continued growth in electric vehicle sales, projecting a compound annual growth rate of 17% from 2024 to 2027 [16] Policy Information - Henan aims to complete the scrapping and replacement of approximately 500,000 vehicles by 2025, along with over 8 million home appliance replacements [25] - Shanghai's Jiading district has introduced policies to support the development of intelligent connected new energy vehicles [26] - Guangzhou has allocated over 2.986 million yuan in subsidies for electric vehicle charging infrastructure construction [27] - Beijing encourages foreign enterprises to participate in high-level autonomous driving demonstration zones [28] - Chongqing plans to establish 30 smart factories and 300 digital workshops by 2027 [28] - Harbin is launching a promotional campaign for automobiles, offering 48 million yuan in subsidies [28] - Guangdong's energy bureau has issued a notice for energy-saving and carbon reduction work for public institutions by 2025 [28] - Fujian supports automotive consumption activities and aims to build over 80,000 public charging piles by the end of 2025 [28] - Zhejiang Jiaxing has announced subsidy standards for personal charging piles and hydrogen stations [33]

Group 1 - Xiaopeng Motors and Huawei's QianKun Intelligent Automotive Solutions are set to announce a strategic partnership on June 5, following a visit by Xiaopeng's CEO He Xiaopeng to Huawei's founder Ren Zhengfei in February [2] - Dongfeng Motor and Huawei signed a comprehensive strategic cooperation agreement on May 23, focusing on automotive intelligence and digital transformation [3] - Huawei aims to be a "super supplier" for intelligent vehicles, having developed solutions that cover over 20 major automakers, with cumulative sales of cooperative models exceeding 3 million units [3] Group 2 - Xiaopeng Motors reported delivering 33,525 new vehicles in May, representing a year-on-year increase of 230%, marking the seventh consecutive month of deliveries exceeding 30,000 units [2][3] - From January to May 2025, Xiaopeng Motors has delivered a total of 162,578 new vehicles, reflecting a year-on-year growth of 293% [3]

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 ...

Group 1: Order Situation - New large orders per store: 30 to 35 units [1] - Store visit ratio: 70% with a 60% increase in visits [1] - Significant customer interest in the max version due to unexpected pricing, leading to a surge in orders during the Dragon Boat Festival, with new large orders exceeding 20,000 [1] - Marketing efforts have successfully attracted female customers, as indicated by high topic engagement from influencer Ouyang Nana [1] Group 2: Customer Profile - Target demographic: Ages 22 to 32, with a 50% female ratio [2] - Younger customers and higher female representation compared to current models, with families and young couples showing increased interest in refined vehicle designs [2] - Female customers prioritize aesthetics, smart features, and parking assistance, while male customers focus on intelligent driving capabilities [2] Group 3: Configuration Choices - Configuration preference for max: plus ratio is 85:15 [3] - Model distribution: 20-30% for 502 Max long-range and 70-80% for 600 Xax ultra-long-range [3] - Popular exterior color: Starry Purple, with interior color preference for Dawn Purple, noted for its enhanced quality [3] - Female customers find the purple color scheme appealing, and many are willing to pay for features like the "ear" (small blue light) on the new max model [3] Group 4: Competitive Comparison - Comparison with 10 competitors, specifically against BYD Qin L EV and Leap Motor B10 [4] - No internal training on competitors was conducted, but several competitors adjusted their sales policies post-launch [4] - A noticeable decline in customer preference for the new model compared to Qin L, with a clear segmentation in the customer base, particularly among female customers who value aesthetics [4]

Core Viewpoint - In May, the automotive market saw significant sales growth, with BYD leading the way, while competition intensified among various car manufacturers, including new energy vehicle companies [1][2][3]. Group 1: BYD Performance - In May, BYD achieved sales of approximately 382,500 vehicles, marking a year-on-year increase of 15.3%, setting a new monthly sales record for the year [1]. - Cumulatively, BYD's sales for the first five months reached 1.7634 million vehicles, reflecting a year-on-year growth of 38.7% [1]. Group 2: Competitors' Performance - Four car manufacturers surpassed cumulative sales of 1 million vehicles in the first five months, with SAIC Group selling about 1.687 million vehicles, trailing BYD by less than 100,000 vehicles [3]. - In May, SAIC Group's sales were approximately 366,000 vehicles, showing a year-on-year increase of 10.2% [3]. - Geely and Chery also joined the "million club," with Geely's cumulative sales at about 1.173 million vehicles (up 49%) and Chery's at approximately 1.0265 million vehicles (up 14%) [3]. Group 3: New Energy Vehicle Companies - New energy vehicle companies like Zeekr, Leap Motor, and Li Auto reported strong performances, with Zeekr selling about 46,500 vehicles in May, maintaining over 40,000 monthly sales for three consecutive months [4]. - Leap Motor's May delivery was approximately 45,000 vehicles, while Li Auto delivered around 40,800 vehicles, reflecting a year-on-year growth of 16.7% [4]. - Xpeng Motors saw a significant increase, delivering about 33,500 vehicles in May, a year-on-year growth of 230% [4]. Group 4: Market Trends and Price Competition - The automotive market in May experienced a new round of price wars, prompting the China Automotive Industry Association to advocate for fair competition and oppose bottomless price wars [6]. - The Ministry of Industry and Information Technology expressed support for the association's initiative, emphasizing the need to maintain a healthy competitive environment in the industry [6].

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].

Core Viewpoint - The article discusses the stable performance of the automotive market in May, highlighting the delivery volumes of various electric vehicle manufacturers and the impact of new models and pricing strategies on market dynamics [2][5]. Group 1: Delivery Performance - Li Auto's delivery volume increased by 16.7% year-on-year and 20.4% month-on-month to 40,856 units [2] - Xpeng's delivery volume surged by 230.4% year-on-year but decreased by 4.3% month-on-month to 33,525 units [2] - NIO's delivery volume rose by 13.1% year-on-year but fell by 2.8% month-on-month to 23,231 units, with specific models like the L60 and Firefly showing notable performance [2] Group 2: New Model Launches - On May 28, Xpeng launched the Mona M03 with four new models, including the Max version, which features dual Orin chips and is priced below 150,000 yuan, achieving over 10,000 pre-orders within an hour [3] - On May 8, Li Auto released the upgraded L series, maintaining prices while upgrading chips from J5 to J6M and from dual Orin to Thor-U [3] Group 3: Purchase Incentives - Tesla maintains a delivery cycle of 1-3 weeks for the domestic Model 3 and 2-5 weeks for the upgraded Model Y, with ongoing financial incentives [4] - Li Auto's L series has a delivery cycle of 3-5 weeks, with the MEGA model's cycle reduced to 7-12 weeks [4] - NIO's various models have delivery cycles ranging from 2-5 weeks, with ongoing financial incentives [4] - Xpeng's delivery cycles for new models have also been shortened, indicating improved supply chain efficiency [4] Group 4: Market Dynamics and Price Wars - BYD has introduced up to 53,000 yuan in limited-time subsidies for 22 smart driving models, indicating a new round of price competition that may affect market sentiment [7] - Tesla plans to launch Robotaxi services in June, which could further stimulate the smart driving theme and benefit companies with advanced autonomous driving capabilities [7]