6月4日，小鹏汽车和华为乾崑智能汽车解决方案双双在微博发布海报，配文"看见未来，明天 见"，并互相@对方。 具体来看，小鹏汽车发布微博称："这个行业很久没有眼前一亮的变化了，改变从现在开始！看见未来，明天 见！" 华为乾崑智能汽车解决方案则配文："看见未来，明天见！" 据了解，小鹏汽车将携手华为共同突破行业痛点，联手打造世界上最好的AR-HUD！ 责编：李丹 校对： 王蔚 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 A股，突然拉升！稀土永磁，领涨！ 丨 日韩股市，集体大涨！ 丨 集体大涨！英伟达，市值重 新"登顶" 丨 这一关税，提高至50%！特朗普宣布！ 丨 深夜，全线拉升！ 丨 000506，"摘星脱帽"！ 周四复牌！ 丨 稀土，大消息！外交部回应！ 丨 雷军回应小米YU7定价：23.59万元是不可能 的！"不打价格战、汽 ...

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]

本文来源：新浪科技 6月4日上午，华为智能汽车解决方案、小鹏汽车 分别在微博预告，将于6月5日的发布会官宣战略合 作。 华为方面表示，"看见未来，明天见！" -广告- 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 根据小鹏汽车方面公布的海报内容，小鹏汽车的新车将搭载华为HUD解决方案。 今年初，小鹏汽车CEO何小鹏在个人朋友圈发布与任正非合影照片，并表示"很荣幸向任总学习交 流"。小鹏汽车副总裁"托马斯电火车"当时就在微博透露小鹏和华为会有合作。 进固态电池群 ，加小编微信：13248122922 小鹏汽车方面表示，"这个行业很久没有眼前一亮的变化了，改变从现在开始！看见未来，明天见！" 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ 会议详情 I C C S I N O 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 会议咨询： 19921233064（微信同） END ...

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]

Group 1: New Energy Vehicle Promotion - The Ministry of Industry and Information Technology, along with other government bodies, launched the 2025 New Energy Vehicle (NEV) promotion campaign, featuring 124 models aimed at rural areas [2] - The campaign emphasizes "green, low-carbon, intelligent, and safe" transportation, targeting counties with high market potential for NEVs [2] - The initiative includes a combination of online and offline activities, with a focus on enhancing charging infrastructure and promoting a comprehensive service network for vehicle purchase and maintenance [2] Group 2: Model Participation and Market Expansion - This year's campaign includes 25 more models compared to 2024, notably adding Tesla's Model Y and Model 3, expanding the range of participating vehicles [3] - BYD has 11 models in the campaign, while other brands like Deep Blue, Aion, NIO, and Leap Motor have 5, 5, 4, and 2 models respectively [3] Group 3: Financial and Investment Developments - China Pacific Insurance announced a 500 billion yuan fund focused on mergers and acquisitions, with a target of 300 billion yuan for the new fund aimed at supporting Shanghai's industrial development [5] - NIO reported a revenue of 12.03 billion yuan in Q1, a year-on-year increase of over 21%, with a projected revenue of 19.51 to 20.07 billion yuan for Q2 [7] - Silyus reported May NEV sales of 39,982 units, a year-on-year increase of 17.15%, but a cumulative decline of 19.64% for the year [8] Group 4: Market Trends and Consumer Behavior - JD's 7Fresh plans to open 18 new stores in the Beijing-Tianjin region, indicating a rapid expansion in the instant retail sector [9] - The domestic tourism during the Dragon Boat Festival saw 119 million trips, a year-on-year increase of 5.7%, with total spending reaching 42.73 billion yuan [22]

Core Insights - The new energy vehicle market is experiencing a significant reshuffle, with companies like XPeng Motors and Leap Motor leading in sales growth, while Li Auto maintains profitability and NIO seeks to balance high-end positioning with scale [1][2][3] Group 1: Sales Performance - XPeng Motors achieved a delivery volume of 94,000 units, a year-on-year increase of 331%, driven by the popularity of models MONA M03 and P7+ [2] - Li Auto delivered 92,900 units, marking a 15.5% year-on-year growth, with its L series becoming the first range-extended product line to surpass one million cumulative deliveries [2] - Leap Motor delivered 87,600 units, a 162% increase year-on-year, with a significant portion of sales coming from its C series models [2] - NIO delivered 42,100 units, a 40.1% increase year-on-year, but faces challenges in maintaining strong support from its sub-brand [2] Group 2: Financial Performance - Li Auto reported a net profit of 647 million yuan, achieving profitability for ten consecutive quarters, with a revenue of 25.9 billion yuan, a 9.4% increase year-on-year [4] - XPeng Motors' revenue reached 15.81 billion yuan, a 141.5% year-on-year increase, with a historical high gross margin of 15.6% [4] - Zeekr's total revenue was 22 billion yuan, with a vehicle sales revenue of 19.1 billion yuan, reflecting a 16.1% year-on-year growth [5] - Leap Motor's revenue surpassed 10 billion yuan for the first time, reaching 10.02 billion yuan, a 187.1% increase year-on-year, with a gross margin of 14.9% [5] Group 3: Strategic Developments - The competitive landscape is shifting from "NIO, XPeng, Li" to "XPeng, Li, Leap," with a new benchmark of 30,000 monthly sales [3] - Companies are focusing on improving gross margins, reducing costs, and expanding globally as part of their profitability strategies [4] - Li Auto is investing 2.5 billion yuan in R&D, focusing on AI technologies, while XPeng aims for a doubling of sales and positive cash flow by Q4 [4]

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]