岚图高管：新能源汽车业内卷，行业利润率仅5%左右 | 活力中国调研行

Core Insights - The current competition in the electric vehicle (EV) industry is characterized by "involution," leading to low profit margins around 5% [1] - The Chinese government is taking measures to regulate the EV industry and promote high-quality development, addressing irrational competition [1] - Collaboration with suppliers is essential for maintaining a stable cash flow and enabling investment in new product development [2] Industry Overview - The EV industry is facing intense competition, which is not solely based on price but also on low profitability [1] - The State Council has initiated actions to improve the competitive order in the EV sector, including monitoring costs and prices [1] - The government aims to ensure that key manufacturers adhere to payment commitments to suppliers, with a maximum payment period of 60 days [1] Company Performance - Lantu Automotive reported a cumulative sales figure of 68,263 vehicles from January to July 2025, representing an 88% year-on-year increase [2] - The company anticipates sales exceeding 12,000 vehicles in August 2025, driven by government incentives such as vehicle replacement subsidies [2] - Lantu emphasizes the importance of partnerships with suppliers to enhance cost efficiency and adapt to rapid product iterations in the industry [2]