汽车下乡

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两个中国狠人,拯救7万亿特斯拉
创业邦· 2025-07-12 00:53
特斯拉上海独资建厂 任宇翔功不可没 2018年,特斯拉驶入至暗时刻。 以下文章来源于闻道商业 ,作者射天狼 闻道商业 . 闻道创客故事,探寻企业价值! 来源 丨 闻道商业(WENDAOshangxueyuan) 作者 丨 射天狼 图源 丨 Midjourney 在美国,严重的产能危机,以及过低的良品率,将马斯克架在火上炙烤。虎视眈眈的华尔街大佬们正 考虑动用资本大棒,做空特斯拉。 大洋另一侧,在全球新能源车近半销量的中国市场,特斯拉却迟迟打不开局面。面对 "一个月只卖 120辆车"的惨淡数据,马斯克愤怒之余,一度想解散整个中国团队。 打不开中国市场,不是没有原因的。彼时,特斯拉在中国销售的都是进口车, 49.9万起步价的 Model 3让一众国人望而却步。 要想降价必须实现国内自产,而外企在华产车的前提一度是要成立合资公司。狂人马斯克,自然不 愿。 暗地里,马斯克开始物色 "中国通",撬开中国市场。同为宾夕法尼亚大学校友的任宇翔,早早进入 了马斯克的视线。 从 2012年起,马斯克便多番邀约任宇翔入职特斯拉。但最初任宇翔对马斯克抛出的橄榄枝大感讶 异,用任宇翔的话说,"他对汽车产业几乎一无所知"。"很难想象毕 ...
两个中国狠人,拯救7万亿特斯拉
36氪· 2025-07-10 14:58
以下文章来源于闻道商业 ,作者射天狼 闻道商业 . 闻道创客故事,探寻企业价值! 两个中国人, 执掌特斯拉全球制造大权。 文 | 射天狼 来源| 闻道商业 (ID:WENDAOshangxueyuan) 封面来源 | 《埃隆·马斯克传》 特斯拉上海独资建厂 任宇翔功不可没 2018年,特斯拉驶入至暗时刻。 在美国,严重的产能危机,以及过低的良品率,将马斯克架在火上炙烤。虎视眈眈的华尔街大佬们正考虑动用资本大棒,做空特斯拉。 大洋另一侧,在全球新能源车近半销量的中国市场,特斯拉却迟迟打不开局面。面对"一个月只卖120辆车"的惨淡数据,马斯克愤怒之余,一度想解散整个 中国团队。 打不开中国市场,不是没有原因的。彼时,特斯拉在中国销售的都是进口车,49.9万起步价的Model 3让一众国人望而却步。 要想降价必须实现国内自产,而外企在华产车的前提一度是要成立合资公司。狂人马斯克,自然不愿。 暗地里,马斯克开始物色"中国通",撬开中国市场。同为宾夕法尼亚大学校友的任宇翔,早早进入了马斯克的视线。 从2012年起,马斯克便多番邀约任宇翔入职特斯拉。但最初任宇翔对马斯克抛出的橄榄枝大感讶异,用任宇翔的话说,"他对汽车产业 ...
6月乘用车销量大涨18% 二季度车市“价格战”现熄火迹象
经济观察报· 2025-07-10 09:48
崔东树表示,自第二季度开始,在"反内卷"的大环境下,车 市"价格战"已有熄火迹象,车企降价促销的力度大幅降低。 作者:周菊 封图:图虫创意 率4.3%,虽较1—4月的4.1%利润率有所改善,但相对于下游工业企业利润率5.7%的平均水平,汽 车行业仍偏低。 在乘用车市场中,新能源汽车仍然是亮点,维持着较高增速。6月,新能源乘用车市场零售111.1万 辆,同比增长29.7%;1—6月累计零售546.8万辆,同比增长33.3%。 与此同时,新能源汽车的销售结构发生变化,纯电动车份额增长强劲,而此前增长迅猛的插电式混 合动力和增程式混合动力车型份额有所下降。数据显示,6月新能源批发结构中,纯电动占比 62.1% , 同 比 增 长 5.1%; 狭 义 插 混 占 比 28.0% , 同 比 下 降 4.0%; 增 程 式 占 比 9.8% , 同 比 下 降 1.1%。1—6月,纯电动占比61.4%,同比增长3.2%;狭义插混占比29.8%,同比下降2.4%;增程 式占比8.8%,同比下降0.8%。 6月,新能源车的渗透率53.3%,较去年同期提升4.8个百分点。其中,自主品牌中的新能源车渗透 率75.4%;豪华车中 ...
如何激活新能源汽车下沉市场消费潜力?
Zhong Guo Qi Che Bao Wang· 2025-07-10 07:06
三是运营效率与服务能力低下。受利用率低、盈利不足影响,充电运营企业在县乡区域投入的运维资源 相对匮乏,充换电设施普遍存在功率低、设备老旧、故障率高、维修响应时间长等问题,导致新能源汽 车用户面临充电时间过长、设备故障频繁等困扰。数据显示,全国县域公共充电桩故障率普遍在5%— 15%之间,部分县乡站点故障率高达90%,且故障桩平均维修时间达48小时,为城市地区的两倍,充电 生态亟待完善。 五维一体系统推进县乡充换电网络建设 针对上述问题,建议以"补短板、提效率、强服务"为核心,从规划布局、机制创新、资金保障、激励措 施、价格引导五方面综合施策。 第一,优化规划布局,构建精准适配的设施网络体系。在顶层设计层面,由地方发改、能源、交通、农 业农村等部门联合制定区域充电网络专项规划,建立"县乡需求—市级匹配—省级统筹"的三级协同联动 机制,统筹整合乡村振兴、新能源汽车下乡等政策资金使用。在建设布局规划层面,依托电网负荷数 据、新能源汽车保有量及乡村振兴规划,绘制县乡充电需求热力图,优先在居民聚居区、物流集散地、 旅游景区等重点区域布局充电设施,推动县乡充电设施接入省级充电设施监管服务平台,实现充电需求 与资源的动态匹 ...
新能源汽车下乡有何新变化
Jing Ji Ri Bao· 2025-07-09 21:50
日前,工业和信息化部、国家发展改革委、农业农村部、商务部、国家能源局等5部门联合印发通知, 部署开展2025年新能源汽车下乡活动。6月15日,今年的首站活动已在江苏如皋举办。 自2020年启动新能源汽车下乡活动以来,内容持续优化升级,政策力度持续加大,覆盖范围不断拓展, 入选车型持续丰富,更好地适应了农村市场需求,有力推动了新能源汽车普及。今年新能源汽车下乡活 动有何新变化? 销量持续攀升 中国汽车工业协会数据显示,过去5年,山东、江苏、四川、海南、云南、重庆、湖北、广西、新疆、 西藏、内蒙古、山西等省份先后举办了29场专场活动、上百场巡游巡展,发布推荐车型目录9批次,共 414款车型,今年的新能源汽车下乡车型更是达到124款,首次突破百款。 下乡车型销量及渗透率持续攀升。2020年至2024年,下乡车型销量分别为39.7万辆、106.8万辆、266万 辆、320.87万辆和759.8万辆,占当年新能源汽车总销量的比重分别为29%、30%、39%、34%、59.1%。 5年间,我国新能源汽车下乡活动车型累计销售近1500万辆。 充电设施跟进 伴随新能源汽车加速从城镇驶向乡村,充电基础设施建设等相关配套服务也在 ...
6月乘用车销量大涨18% 二季度车市“价格战”现熄火迹象
Jing Ji Guan Cha Wang· 2025-07-09 13:13
7月8日,中国汽车流通协会乘用车市场信息联席分会(下称"乘联会")发布2025年6月国内乘用车产销情况。数据显示,6月全国乘用车市场零售208.4万 辆,同比增长18.1%,创历年6月销量最高记录,比2022年6月194万辆增长7%。 6月较强的表现拉高了上半年乘用车的销量增速。今年1—6月,国内乘用车零售1090万辆,增长10.8%,较1—5月9%的增速提升了近两个百分点。 乘联分会秘书长崔东树表示,6月乘用车市场表现突出,主要有两方面原因。首先,国家"两新"(推动新一轮大规模设备更新和消费品以旧换新)政策补贴 力度加大、范围扩大,拉动效果显著;第二,近期多地以旧换新补贴资金紧张,部分城市宣布暂停汽车置换更新补贴申请,触发部分经销商利用政策到期 的"末班车效应"刺激消费者尽快下单,为市场带来增量。 崔东树同时指出,6月的销量并非依靠"以价换量"的结果。自第二季度开始,在"反内卷"的大环境下,车市"价格战"已有熄火迹象,车企降价促销的力度大 幅降低。"4—6月的降价车型大幅减少,5月明确宣布降价或新车新定价的仅有12款,6月份仅有14款车型降价。而此前曾达到单月上百款。"据崔东树介绍, 2025年6月新能源车 ...
乘联会:中国6月乘用车零售208.4辆创当月新高,新能源零售同比增29.7%
Hua Er Jie Jian Wen· 2025-07-08 12:57
Core Viewpoint - The Chinese passenger car market showed strong performance in June, with record highs in retail, wholesale, production, and exports, alongside a significant reduction in inventory levels for both passenger and new energy vehicles [1][5]. Retail Performance - In June 2025, the national retail of passenger cars reached 2.084 million units, a year-on-year increase of 18.1% and a month-on-month increase of 7.6% [1][5]. - Cumulatively, retail sales for the year reached 10.901 million units, up 10.8% year-on-year [1][5]. - The retail penetration rate of new energy vehicles (NEVs) rose to 53.3% in June, supported by policies such as scrappage incentives and tax exemptions [1][6]. Production and Wholesale - Passenger car production in June was 2.419 million units, a year-on-year increase of 13.3% [11]. - Wholesale figures reached 2.490 million units, marking a 15.1% increase year-on-year [12]. - The overall inventory of passenger cars decreased by 150,000 units in June compared to the previous year [13]. Export Trends - In June, passenger car exports reached 480,000 units, a year-on-year increase of 23.8% [11]. - New energy vehicles accounted for 41.1% of total exports, with a significant year-on-year increase of 17 percentage points [23]. - Cumulatively, exports for the first half of the year reached 2.479 million units, up 6.8% year-on-year [11]. Market Share Dynamics - The wholesale market share of domestic brands in June was 67.1%, reflecting a year-on-year increase of 2.2% [6]. - The retail share of domestic brands reached 64.2%, up 5.6 percentage points year-on-year [7]. - The luxury car segment saw a retail volume of 230,000 units in June, a year-on-year decrease of 7% [8]. New Energy Vehicle Insights - In June, the production of new energy vehicles reached 1.200 million units, a year-on-year increase of 28.3% [14]. - The wholesale volume of new energy vehicles was 1.241 million units, up 27% year-on-year [15]. - The penetration rate of new energy vehicles in the domestic market was 53.3%, with domestic brands achieving a penetration rate of 75.4% [22]. Competitive Landscape - Major players like BYD, Geely, and Chery have shown strong performance in the new energy vehicle sector, with BYD leading in both production and sales [25][26]. - The new energy vehicle market is characterized by a growing number of models exceeding 20,000 units in sales, indicating a robust competitive environment [21]. Future Outlook - The market is expected to experience a gradual slowdown in growth due to high inventory levels and the need for manufacturers to stabilize prices [29]. - The introduction of policies aimed at promoting new energy vehicles in rural areas is anticipated to boost demand and provide new growth opportunities for the market [29].
【新华财经调查】下沉市场之争:县域需求撑起新能源汽车“第二曲线”
Xin Hua Cai Jing· 2025-07-08 12:50
新华财经北京7月8日电 2025年新能源汽车下乡活动开展已经满月。从各地政策响应和主流车企策略转 向中可以看出,随着下沉市场消费升级,以及充换电设施建设等"堵点"逐步打通,县域正成为新能源汽 车的下一个关键阵地。 对于整车厂商而言,下沉市场不仅意味着潜在的销量增长极,更是生态和产品体系重塑的关键战场。在 行业竞争烈度空前的当下,各大品牌纷纷布局县乡一级营销渠道与网络生态,优化产品矩阵——未来谁 争取到县域消费者的青睐,谁就有了打开"第二增长曲线"的机会。 活动密集落地:政策倾斜撬动县域新能源汽车需求 6月3日,工业和信息化部、国家发展改革委等五部门发布《关于开展2025年新能源汽车下乡活动的通 知》,提出将选取一批新能源汽车推广比例不高、市场潜力较大的典型县域城市,以此为中心辐射周边 乡镇,推动优质资源向乡村地区倾斜。 在新能源汽车发展的历程中,县域尤其是农村曾是长期被低估的"沉默需求",但过去两年来,随着下沉 市场的潜力释放,激活县域消费已然成为各地的政策共识。 记者调研发现,活动开展至今,江苏省、海南省、陕西省、安徽省、山东省等多省份积极响应,组织新 能源汽车下乡活动,辐射超200个县域市场。多省倡导每地 ...
★商务部:组织开展千县万镇新能源汽车消费季活动
Shang Hai Zheng Quan Bao· 2025-07-03 01:55
Group 1 - The Ministry of Commerce has announced the organization of the 2025 New Energy Vehicle (NEV) Consumption Season, aimed at promoting NEV consumption in rural areas through various initiatives [1] - The event will take place from July to December 2025, focusing on enhancing the purchasing and usage environment for NEVs in county and township regions [1] - Subsidies of 20,000 yuan will be provided for scrapping eligible old vehicles when purchasing new energy passenger cars, and 15,000 yuan for scrapping eligible fuel passenger cars when purchasing fuel cars with an engine size of 2.0 liters or below [1] Group 2 - The automotive consumption in lower-tier markets, such as counties and townships, is experiencing rapid growth, and the NEV promotion activities are expected to expand the overall automotive market size [2] - The demand for vehicles among farmers is continuously increasing, with vehicle ownership rates rising by an average of 4 percentage points annually over the past few years [2] - The consumption season is anticipated to drive NEV sales to a million units, highlighting the significant market potential in the rural automotive sector [2]
重庆:加紧织密农村“充电网” 铺就新能源汽车“下乡路”
Xin Hua She· 2025-07-02 07:43
Core Insights - The development of charging infrastructure in rural areas of Chongqing is accelerating the adoption of electric vehicles (EVs) [1][2] - The convenience of local charging stations is encouraging more residents to purchase and use EVs, including both passenger and commercial vehicles [1][2] Group 1: Charging Infrastructure Development - Chongqing has built 1,964 charging stations and 10,500 public charging piles in rural areas [2] - The plan for 2024 includes the establishment of over 2,000 supercharging stations by 2025 [1][2] Group 2: Adoption of Electric Vehicles - The trend of green travel is leading to a significant increase in charging volume, with a projected 35 million kilowatt-hours of charging in 2024 for the Hechuan District, a 52% increase from the previous year [2] - Monthly average charging volume in the first half of this year reached 3.6 million kilowatt-hours, a 42% increase compared to the same period last year [2] Group 3: Technological Enhancements - Smart technologies are being utilized to improve the convenience of charging services, allowing real-time updates on charging station status through navigation software and charging apps [2]