IT之家 8 月 26 日消息，近期蔚来全新 ES8 和乐道 L90 销售火热，带动蔚来重返千亿市值。截至IT之家发文，蔚来港股市值达 1110 亿港元 （现汇率约合 1016.92 亿元人民币）。 乐道 L90 大三排 SUV 于今年 7 月 31 日正式上市，整车购买价格为 26.58 万元起，采用租电方案则是 17.98 万元起。 而全新蔚来 ES8 于 8 月 21 日正式发布并开启预售，新车定位全场景科技旗舰 SUV，也是当前中国市场尺寸最大的纯电 SUV，将于 9 月下旬 上市并交付，整车预售价 41.68 万元起，租电方案 30.88 万元起。 在乐道 L90 上市发布会后，蔚来创始人、董事长、CEO 李斌表示，乐道 L90 从技术发布会之后，关注度就非常高，目前订单和热度是非常高 的。乐道 L90 是蔚来很重要的一款战略性产品，助推持续稳健的经营，能够帮助蔚来四季度盈利。 根据网上近期流传出的一份邮件，蔚来用户运营负责人杨波向一线 Fellow 人员发文称："最近客流量确实给大家带来了很大的工作量，但是我 相信每一位伙伴都是发自内心的开心，是不是感觉好久没有打过这么富裕的仗了，所以一定要珍惜好 ...

大家好，我是奕派销售，大佬来信说评论区有人想看奕派008，让我给整一篇。我激动地一哆嗦，心想这 佛系卖车小透明终于也有了出头之日了，一边含着泪水，一边准备把心窝子给大家掏一掏。 老哥，最近线下咋样？ 不瞒大家说，之前有理想的同行因为门店没建好在马路边搭棚子，我还嘲笑了好久，如今当时的回旋镖正 中眉心。因为咱们店实在太偏僻，本就是十八线小城市，市区有一家，然后郊区就是咱们店。 一周大概7组客户进店，这可不是每天来1组，是特么周末一共来7组。于是，咱们店基本成了"休五上 二"的先驱者。10组客户有9组都是来看008的。 这么惨？那岂不是车都卖不掉？库存爆了没？ 兄弟此言差矣，格局打开点儿。 你还别说，上月店内卖了16台车，008交了10台，我交了其中3台，单车提成1000，分期另计。 因为真能费劲巴拉来我们店的，基本都是在网上做好了功课，认定了这一款车的。到了店要么就直接试 驾，要么是开口要优惠要赠品的。所以别看咱们到店率不高，但转化率奇高。 目前在库的008有10台，基本都是6座版本。分别是指导价18.86万的增程家悦版和19.36万的纯电家悦 版。还有三台5座的增程Ultra版。全是黑色和白色，其他颜色需要+ ...

天眼查显示，近日，幸福时代（南京）汽车租赁有限公司成立，法定代表人为练海彬，注册资本500万 人民币，由幸福时代（深圳）汽车租赁有限公司全资持股。 来源：金融界 经营范围含许可项目：网络预约出租汽车经营服务（依法须经批准的项目，经相关部门批准后方可开展 经营活动，具体经营项目以审批结果为准）小微型客车租赁经营服务；租赁服务（不含许可类租赁服 务）；代驾服务；汽车拖车、求援、清障服务；汽车销售；新能源汽车整车销售；新能源汽车电附件销 售；汽车零配件零售；互联网销售（除销售需要许可的商品）；技术服务、技术开发、技术咨询、技术 交流、技术转让、技术推广；数字技术服务；信息技术咨询服务；广告发布；广告制作；咨询策划服 务；广告设计、代理；平面设计；专业设计服务；商务代理代办服务；图文设计制作；国内贸易代理； 货物进出口；技术进出口；非居住房地产租赁（除依法须经批准的项目外，凭营业执照依法自主开展经 营活动） 企业名称幸福时代（南京）汽车租赁有限公司法定代表人练海彬注册资本500万人民币国标行业租赁和 商务服务业>租赁业>机械设备经营租赁地址江苏省南京市栖霞区尧化街道上城风景北苑16栋1305-5-096 房屋企业类型 ...

Core Viewpoint - The current sales performance of the Wanjie M7 is declining, with a significant shift in customer interest towards newer models like the M8 and M9, leading to a reduced customer footfall and inquiries [2][4]. Sales Performance - July's market was relatively quiet, with a noticeable drop in customer visits and inquiries, attributed to the suspension of local trade-in subsidies and the traditional summer slowdown [2]. - The Wanjie M7's customer interest has decreased, with only about 10% of customers inquiring about it compared to the newer models [2]. Customer Preferences - The most popular configurations for the Wanjie M7 are the Pro and Ultra versions, primarily in black or blue, with a typical delivery time of around two weeks [4]. - The least chosen configuration is the Pro version six-seat four-wheel drive, which is considered overpriced compared to competitors [4]. Financial Aspects - The official financing rate is 2.49%, with a total interest of ¥24,900 for a loan of ¥200,000 over 60 months, resulting in a monthly payment of ¥3,748 [5][6]. - Current purchase incentives include a cash discount of ¥20,000 and a regional subsidy of ¥6,000, making the effective price for the Ultra version approximately ¥260,800 [6]. Competitive Landscape - Customers comparing the Wanjie M7 often consider models like the Ideal L6 and L7, with a significant portion of customers also looking at Audi Q5 and Tesla Model Y [9]. - The customer demographic primarily includes families, particularly those with children, and professionals from stable occupations [7]. Customer Feedback - Common complaints about the Wanjie M7 include its outdated exterior and interior design, which do not reflect the "new" aspect of electric vehicles [14]. - Recent updates, such as new wheel designs, have improved customer perception somewhat [14].

Core Viewpoint - Yunnan Qiyao Chi Automobile Sales Co., Ltd. has been established with a registered capital of 1 million RMB, focusing on various automotive sales and services, particularly in the new energy vehicle sector [1] Company Summary - The company is legally represented by Hao Xiao and has a registered capital of 1 million RMB [1] - The business scope includes general projects such as automobile sales, new energy vehicle sales, and automotive parts retail [1] - Additional services offered include electric vehicle sales, tire sales, and automotive decoration products sales [1] - The company also engages in the sale of new energy vehicle accessories, battery swap facilities, and production testing equipment [1] - Other activities include automotive parts research and development, motorcycle parts retail, and sales of plug-in hybrid engines [1] Industry Summary - The establishment of Yunnan Qiyao Chi reflects the growing trend in the automotive industry towards new energy vehicles and related services [1] - The company is positioned to participate in the expanding market for electric vehicles and associated infrastructure, such as charging stations and battery swap services [1] - The diverse range of services indicates a comprehensive approach to meet various consumer needs within the automotive sector [1]

Core Viewpoint - Yixing Jitai Automobile Sales Service Co., Ltd. has been established, focusing on automobile sales, auto parts retail, battery parts sales, and new energy vehicle sales [1][2]. Company Information - The legal representative of Yixing Jitai is Su Jianyu, and the company is registered with a capital of 5 million yuan [2]. - The company is located in Yixing City, Wuxi, Jiangsu Province, and is classified under the retail industry [2]. - The business scope includes various services such as electric vehicle charging infrastructure operation and sales of automotive-related products [2]. Shareholding Structure - Yixing Jitai is jointly held by Wuxi Commercial Building Group Oriental Automobile Co., Ltd. and other entities, with the latter being owned by Jiangsu Wuxi Commercial Building Group Co., Ltd. and Dae Oriental (600327) [1][2]. - The major shareholder is Jiangsu Tianzi Automobile Group Co., Ltd. [2].

Core Insights - Li Auto's CEO Li Xiang revealed that over 30,000 users have pre-ordered the Li Auto i8 model, indicating strong market interest [2] - The company announced a unified version of the i8, which will now come standard with all high-end features, addressing user feedback regarding the complexity of model choices [2] - The price of the i8 Max has been reduced from 349,800 yuan to 339,800 yuan, while users who initially chose the Ultra version can now access all features for 349,800 yuan [2] Delivery and Sales Performance - In July, Li Auto delivered 30,731 new vehicles, contributing to a total cumulative delivery of 1,368,541 vehicles as of July 31, 2025 [2]

Group 1: Overall Sales Performance - In July 2025, various automakers reported their sales figures, with significant growth for some brands and declines for others [1][2][3][6][10][14][17][19][21][20][27]. - Xpeng Motors achieved a record delivery of 36,717 vehicles in July, marking a 229% year-on-year increase and maintaining over 30,000 deliveries for nine consecutive months [6][1]. - Li Auto reported a delivery of 30,731 vehicles in July, a 40% year-on-year decline, with a total cumulative delivery of 1,368,541 vehicles [3][2]. - Leap Motor delivered 50,129 vehicles in July, representing over a 126% year-on-year increase, setting a new monthly record [11][10]. - BYD's sales reached 344,296 vehicles in July, a decrease of 8.8% from the previous month, but a 27% increase year-to-date [21][1]. - Geely's total sales in July were 237,717 vehicles, showing a 58% year-on-year increase [17][19]. - Great Wall Motors sold 104,400 vehicles in July, a 14.34% year-on-year increase [19][1]. - Zeekr Technology reported sales of 44,193 vehicles in July, a 20% year-on-year increase [20][1]. - Xiaomi Motors surpassed 30,000 deliveries in July, achieving a new brand record [14][1]. Group 2: Cumulative Performance and Future Outlook - As of July 2025, NIO has delivered a total of 806,731 vehicles, with a year-to-date growth of 25.2% [2][1]. - Leap Motor's cumulative deliveries reached 271,793 vehicles from January to July, positioning it among the top three new energy vehicle brands [11][1]. - Xpeng Motors' total deliveries exceeded 800,000 vehicles by the end of July, with a 270% increase in the first seven months of 2025 [6][1]. - Geely's cumulative sales for the year reached 855,715 vehicles, a 30% increase compared to the same period last year [18][1]. - Xiaomi Motors has already exceeded its annual delivery target of 300,000 vehicles, with a total of 311,700 vehicles delivered by July [14][1]. - Li Auto plans to enhance the user experience for existing customers with upgrades to its AD Max driving assistance system [3][1]. - NIO is set to launch its new ES8 model in late August, with deliveries starting in September [2][1].

Economic Overview - In the first half of the year, Xinjiang's GDP reached 984.648 billion yuan, with a year-on-year growth of 5.7% at constant prices [1][2] Sector Performance - The primary industry added value was 64.043 billion yuan, growing by 5.2% [2] - The secondary industry added value was 387.614 billion yuan, with a growth of 5.9% [2] - The tertiary industry added value was 532.991 billion yuan, increasing by 5.5% [2] Agricultural and Industrial Output - The total output value of agriculture, forestry, animal husbandry, and fishery was 129.575 billion yuan, with a year-on-year increase of 5.6% [2] - The industrial added value above designated size grew by 7.4%, supported by key industries [2] Consumer Market Trends - The total retail sales of consumer goods reached 189.358 billion yuan, with a year-on-year growth of 7.5%, an increase of 0.8 percentage points compared to the first quarter [2] - The "old-for-new" policy showed significant effects, with retail sales of communication equipment, home appliances, furniture, and cultural office supplies increasing by 137.2%, 112.9%, 78%, and 72.8% respectively [2] - The retail sales of automobiles increased by 8.8%, with new energy vehicle sales surging by 47.9% [2] Economic Policy Impact - The macroeconomic policies have shown effectiveness, contributing to a stable and positive economic trend, demonstrating strong resilience and vitality [2]

Summary of Key Points Core Viewpoint The electric vehicle (EV) market in China is experiencing significant growth, with multiple companies reporting impressive delivery numbers for June 2025, indicating a strong demand for new energy vehicles. Group 1: Company Performance - BYD led the market with 382,585 electric vehicles delivered in June, a year-on-year increase of 11.9% from 341,658 units in the same month last year [2] - NIO delivered 24,925 vehicles in June, reflecting a 17.5% year-on-year growth, with a total of 72,056 vehicles delivered in the second quarter, up 25.6% [4] - Xpeng Motors reported a remarkable 224% increase in deliveries, totaling 34,611 vehicles in June, marking the eighth consecutive month of over 30,000 units delivered [11] - Zeekr achieved sales of 43,012 vehicles in June, maintaining over 40,000 monthly sales for four consecutive months [15] - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 vehicles delivered in the second quarter [9] Group 2: Market Trends - The overall performance of the new energy vehicle sector shows a robust growth trajectory, with companies like Leap Motor achieving a historical high of 48,006 deliveries in June, up over 138% year-on-year [21] - Xiaomi's electric vehicle deliveries exceeded 25,000 units in June, indicating its growing presence in the market [13] - Geely reported a 42% increase in total vehicle sales in June, reaching 236,036 units, and raised its annual sales target from 2.71 million to 3 million [24] - The cumulative sales figures for the first half of 2025 reflect a strong upward trend across various manufacturers, showcasing the increasing consumer adoption of electric vehicles [2][4][11][21][24]