北汽蓝谷销量翻番减亏有限 享界S9T将是扭亏新筹码？

Core Viewpoint - The launch of the new model, Xiangjie S9T, by BAIC Blue Valley has generated significant pre-sale interest, indicating potential for a strong market performance in the luxury and new energy vehicle segments [2][4]. Group 1: Product Launch and Market Response - The Xiangjie S9T has a pre-sale price of 328,000 yuan, with over 10,000 units reserved within the first hour and 20,000 within 24 hours [2]. - The vehicle is designed by a team led by the newly hired chief designer, Luo Weiji, and is positioned as a luxury travel car with dual power options and advanced smart driving systems from Huawei [2][3]. - The Xiangjie brand is a collaboration between BAIC Blue Valley and Huawei, aimed at penetrating the high-end market and enhancing profitability [3][5]. Group 2: Financial Performance and Strategic Focus - BAIC Blue Valley reported a net loss of 2.33 billion yuan in the first half of 2025, despite a three-digit year-on-year increase in sales and revenue [2][4]. - The company is shifting resources towards the Xiangjie and Arcfox brands, as the BEIJING brand is undergoing adjustments due to underperformance [3]. - The overall revenue for BAIC New Energy reached 9.517 billion yuan, a year-on-year increase of 154.38%, with vehicle sales growing by 139.73% to 67,200 units [4]. Group 3: Market Strategy and Future Outlook - The performance of the Xiangjie brand in the second half of the year is critical for BAIC Blue Valley's financial recovery, with the Xiangjie S9T expected to contribute significantly [4][5]. - The company has initiated independent channel development to enhance brand marketing and sales, with over 700 stores established by June 30 [5]. - The Xiangjie S9T is set to officially launch in September, and its success will be closely monitored in the competitive luxury car market [5].