电动汽车用户联盟 EVUSERSUNION 电动汽车用户联盟·出品 中联盟 目录动汽车用户联盟 电动汽车用户联 小鹏P7+用户调研报告 最大竞品是小米SU7，何小鹏和雷军正式交战 智驾是小鹏P7+最重要的战胜因，但小鹏智驾对用户的 吸引力远不及华为 智驾之外，性价比是小鹏持续打造爆款的唯一出路 2024.12.25 公众号搜索 电动汽车用户联盟Q 北京烹小鱼咨询有限公司 《小P7+大定/提车用户调研报告》 电动汽车用户联盟·出品 小鹏P7+最大竞品是小米SU7，何小鹏和 雷军正式交战 电动汽车 速提升产能并适当降价，或者雷军迅速推出空间更好的SU7+，小鹏P7+ 的销量将受到较大冲击电均 电动 6.在小鹏P7+用户的选择因中，品牌位列TOP9，说明小鹏在智能化市场已 具备一定品牌力，有用户把小鹏誉为最像特斯拉的国产品牌。25.7%的车 主没有对比其他品牌，直接锁定了小鹏P7+，"高性价比，还智能"是核 心原因。小鹏的智能技术的标签已深入人心，是时候开始给自已贴第二个 标签了，在智能化之前加上高性价比四个学 小鱼咨询CEO，《电动汽车用户联盟》创始人，专注于新能源汽车用户研究 如果您想加入"新能源用研联盟"社群 ...

就是专门邀请了我们这个恐怖电信厂的一个专家他也是专门负责就是电动传播这个领域的一些销售工作就是对这个新闻赛道也是非常了解然后我们其实近期也是比较关注就是电动传播这个方向因为这个实际上它是一个零到一的一个下游这个需求再一个就是这块可能不仅增速比较快而且可能对电信的要求也比较高所以就是具体的一些情况我们也是今天反而跟专家具体请教一下对专家您看可以听到我们说话吗 可以的那我就先简单跟您请教几方面的一个问题啊就是麻烦您帮忙这个这个解答一下一个就是就是跟呃可能上来就是最关键的我觉得也是就是船这块就他可能跟车动力性可能还不太一样就是他可能对电信哪一块的要求我来一个电话行没事你继续吧 哦对我就说想请教一下就是大概比如说船这块它对电芯的性能大概是有哪些这个这个要求或者它有没有一些性能要求的一个特种请问一下这个问题呃传用电池呢反正来说也是属于理论就是现在我们讲呢这个理电池应用的比较多那么传用电池也属于电池的一种了那么因为它拥有在水面上啊跟这个 应该来说呢应该很多特点是要结合自己的这个实际工况其中有一点呢就是这个传用电池它的这个消防要求首先它的消防目前从市场的发展来说其实它是超配的它的这个规范相对于动卡相对于乘用车相对于储能来说 ...

Good evening ladies and gentlemen. Thank you for standing by and welcome to New Technologies Third Quarter 2024 Earnings Conference Call. At this time, all participants are limited. Later we will have a question and answer session and instructions will follow at this time. As a reminder, we are recording this call. If you have any objections, you may disconnect at this time. Now I'll turn the call over to Ms. Christine Lee, the Relations Manager of New Technologies. Christine, please go ahead. Thank you, Op ...

我是东吴证券的电信首席曾祚红我们今天邀请了邱老师一起来解读一下十月的销量和数据然后同时也对明年做一些展望首先我简单的说一下我们这一块的一个核心的观点理电这边我们整体上应该说是非常看好的 那一直跟我们的观点我们前面也都讲过就是我觉得这个离电短期的这种精细度的这个是明显的这个超预期的然后因为销量数据其实从9月份开始就已经有一点超了然后10月份应该超的就更加的明显就是9月份其实当时的销量有批发就乘用车的这个批发的销量当时是有123万辆然后环比有一个17%的一个增长其实就比较超了 那十月份呢在九月份比较好的情况下十月份环比呢还是有百分之十几的一个增长应该来说这个销量数据量还是比较超于期的那我们也因此就是也上修了全年的因为其实九月就上修了一次十月出来又再上修了一次全年的这个整个销量的这个预测吧那这销量转体现在算是一个结果啊那我们其实一直跟踪的这个排产的数据呢其实在在八月底就看到储能比较超于期然后 9月底10月初就看到动力的需求比想的要更旺一些从而看到排产端其实9月、10月、11月、12月现在来看其实已经应该情况应该一直都比最初的市场预期会好一些在现在这个时点应该也在对于明年也开始比较关心应该说12月的排产现在看的话好像 ...

好的那个各位投资者大家上午好啊我是开源证券北交所研究中心的总经理朱海斌那么这个是我们组织的2024年的131期对话北交所高管系列的电话会那我们今天的话是邀请到了这个轩安科技啊轩安科技的董秘高总啊跟我们一起来交流那么轩安科技呢是一家 这个我们的老朋友了然后其实跟那个 两位领导也都很熟然后之前呢我们团队也是做了这个多篇的公司的这个跟踪的一个报告然后在在在这块的话呢我们觉得其实公司是一个特别有有稀缺性有特色的一家公司然后增长的也非常好然后从行业趋势上来看的话呢公司所从事的自动电光电暗防护面罩这块呢 也是一个行业的趋势那么随着对于呃这个工人的保护啊要要求越来越高啊在法律法规上还有在产品更新上公司专门是专注于轻量化啊这一类的电动送风啊玻璃面罩和这个电焊用的一些 自动的一个电光的这个防护面罩啊这两块做的是非常好的然后公司原来有一条这个成长曲线后来呢又又做了这个电动送分的过滤呼吸器那么打造了第二条这个增长曲线所以我们今天的话就会跟公司的这个领导一起来聊一聊啊我们今天的这个会议呢会稍微两块第一块呢是我们会围绕这个公司的三级报然后啊请公司的领导稍微 介绍一下公司的一些近期的变化和想法公司这边也专门准备了一个图例给大家可以看一下 ...

Industry Investment Rating - The report does not explicitly provide an industry investment rating, but it highlights the strong performance and user satisfaction of the 24款极氪001, suggesting a positive outlook for the company in the competitive EV market [1][3][13] Core Viewpoints - The 24款极氪001 is positioned as a strong competitor in the EV market, with high user satisfaction in key areas such as safety, performance, and space, but with notable weaknesses in smart driving and battery range [1][3][9] - The user base for the 24款极氪001 is primarily young, tech-savvy individuals with high income and education levels, indicating a strong market position among premium EV buyers [1][27][30] - The 24款极氪001 has a high Net Promoter Score (NPS) of 68.66%, indicating strong user loyalty and recommendation potential, though it ranks fourth among competitors [11][13] User Satisfaction and Key Metrics - Overall user satisfaction for the 24款极氪001 is 8.75, with a satisfaction rate of 91.3%, driven by strong performance in safety, power, and space [3][4] - Key strengths include power (9.62), safety (9.42), and space (9.31), with satisfaction rates above 90% in these areas [3][4][51] - Weaknesses include smart driving (5.81) and battery range (7.73), with satisfaction rates below 60% [3][9][21] Competitive Landscape - The main competitors for the 24款极氪001 are Tesla Model Y, Avita 12, and NIO ET5T, with 19.0% of users considering Model Y as an alternative [1][39] - The 24款极氪001 outperforms competitors in 8 key metrics, including power, safety, and comfort, but lags in 5 areas, particularly in smart driving and battery range [1][18][21] User Demographics and Preferences - The typical user of the 24款极氪001 is a 29.8-year-old male with a high income (average family income of 367k RMB) and a preference for performance and safety over smart driving features [1][27][30] - Users prioritize safety, handling, power, and space when choosing the 24款极氪001, with smart driving and smart cabin features ranking lower in importance [1][38] Product Evolution and Improvements - The 24款极氪001 shows significant improvements over the 23款极氪001 in most metrics, particularly in power, safety, and comfort, indicating strong product evolution capabilities [16][17] - However, satisfaction in battery range and smart driving has decreased compared to the previous model, highlighting areas for improvement [16][17] User Feedback and Recommendations - Users recommend the 24款极氪001 for its safety, power, and spaciousness, but express dissatisfaction with smart driving and after-sales service [11][15][9] - The 24款极氪001 has a high recommendation rate (72.0%) due to its strong performance in key areas, but neutral and detractor users cite issues with smart driving and battery range [11][15] Market Positioning and Future Outlook - The 24款极氪001 is positioned as a high-performance, family-friendly EV with strong user satisfaction in key areas, but faces challenges in smart driving and battery range [1][3][21] - The company's ability to address user concerns, particularly in smart driving and after-sales service, will be crucial for maintaining its competitive edge in the premium EV market [9][21][16]

更多资料加入知识星球:水木调研纪委 关注公众号:水木纪委 Morgan Stanley | RESEARCH October 21, 2024 03:03 PM GMT China Autos & Shared Mobility │ Asia Pacific China EV – Startups regained share in September, backed by new launches EV startups regained market share in September backed by a myriad of model launches – Onvo L60, ZEEKR 7X, MQNA Mł03 – while BYD lagged despite the ramp-up of DM-i 5,0 models. We highlight the market share reshuffle among leading brands across major cities amid the recent stimulus rally. Li Auto's EV market sh ...

电动两轮车行业：监管趋严带来存量替换需求，龙头优势稳固 20241022 摘要 • 电动两轮车行业经历了四个主要发展阶段：起步期、快速发展期、存量竞 争期和二次发展期。2013 年以前，行业销量达到阶段性高点，随后进入 存量竞争阶段。2020 年新国标出台，带动了第二次快速发展，主要源于 新国标对机动车和非机动车的明确区分，以及对电动自行车速度和质量的 严格限制，从而引发大规模存量替换需求。 • 新国标对电动两轮车行业产生了深远影响。首先，它明确区分了机动车和 非机动车，并对非机动车进行了严格定义，包括速度和质量限制，导致大 量超标电动车需要替换，从而带来了巨大的存量替换需求。其次，新国标 在生产端增加了多项限制，提高厂商准入门槛，出清了一部分小厂商。 • 电动两轮车具有明显的刚需属性，在一线及二线城市，它作为短途交通工 具相较于自行车更省力，相较于燃油车成本更低，因此具有不可替代性。 在三四线城市亦是如此，其便捷性和经济性使其成为重要交通工具。 • 未来补贴政策预计将显著促进市场更新换代。目前各省市已开始推行以旧 换新的补贴政策，每辆约 500 元，对均价 2000-3,000 元的车辆具有较大 吸引力。随 ...

shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多一手调研纪要和研报数据加V： 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 shuinu9870 更多一手调研纪要和研报数据加V： shuinu9870 更多一手调研纪要和研报数据加V： 15 Oct 2024 17:57:02 ET │ 9 pages China Auto Manufacturers EV Orders (up to 15-Oct): Huawei Harmony / XPeng P7+ Updates shuinu9870 CITI'S TAKE Our industry checks with dealers suggest that Huawei Harmony registered 12k units of orders last week (7-13 Oct), down 53% WoW from National Holiday week's high base, yet up +20% MoM (vs. 9-15 Sep). M ...

Industry Investment Rating - The report does not explicitly provide an industry investment rating [1] Core Views - The report focuses on the user satisfaction and competitive positioning of the IM L6 electric vehicle, highlighting its strengths and weaknesses compared to competitors [3][7][8] - IM L6 users are primarily young, well-educated individuals with a median age of 29.9 years and a household income of 298,000 RMB [3] - The main competitors of IM L6 are Xiaomi SU7, Zeekr 007, Zeekr 001, and NIO ET5(T) [3] - IM L6 has an overall satisfaction score of 8.81 and a Net Promoter Score (NPS) of 71.33%, ranking it in the upper-middle range among competitors [3][25] User Demographics - IM L6 users are predominantly male (77%), with 85% aged 35 or younger and 70% holding a bachelor's degree or higher [56] - The average household income of IM L6 users is 298,000 RMB, with 85% of users being 35 years old or younger [3][56] - Most users work in private or state-owned enterprises, with IT, education, and manufacturing being the top industries [58] Purchase Motivation and Usage Scenarios - The primary motivations for purchasing IM L6 are the appearance of the vehicle (56%), intelligent driving features (50.7%), and handling (40%) [72] - The main usage scenarios for IM L6 are daily commuting (97.3%) and leisure activities (72%) [66] Competitive Analysis - If not purchasing IM L6, 19% of users would choose Xiaomi SU7, 16% would choose Zeekr 007, and 11% would choose Zeekr 001 [3][75] - IM L6's main competitive advantages are its configuration and appearance, with its rear-wheel steering being a standout feature [7][110] - The main weaknesses of IM L6 compared to competitors are its sound system, interior quality, and pre-sales service [9][11][12] User Satisfaction and Key Features - IM L6 users are most satisfied with its appearance (9.26), power (9.11), handling (9.11), and configuration (9.01) [93] - The sound system is the least satisfactory aspect, with a satisfaction score of only 7.47 [93] - The vehicle's rear-wheel steering and small turning radius are highly praised by users [107][108] Faults and Quality Issues - IM L6 has a fault rate of 33.3%, ranking second among competitors, with 10% of faults rendering the vehicle unusable [11][123] - Common issues include electronic device malfunctions, noise and rattling, and operational problems [123] Recommendations and User Feedback - Users recommend IM L6 for its stylish appearance, advanced intelligent driving features, and rich configuration [30] - However, users criticize the company's marketing strategy and suggest improvements in after-sales service and interior quality [89][33]