点 击 蓝 字 关 注 我 们 本文全文共 3855 字，阅读全文约需 13 分钟 目录 国内新闻 1.工信部发布2025年汽车标准化工作要点 2.商务部支持汽车后市场发展 3.河南:出台全省新能源汽车产业集聚区发展规划 4.中国充电基础设施突破1374.9万台 商用车 5.零跑汽车新设未来科技公司 经营范围含AI软件开发 6.比亚迪柬埔寨乘用车工厂奠基 7.小米汽车与18家运营商达成充电补能网络合作 2.东芝与IAVX联合开发自动驾驶系统虚拟验证 8.江汽集团与塔什干签署合作协议 国外新闻 3.日本考虑调整汽车税 1.宝马新世代6款新车型将在两年内推出 4.佛瑞亚与Rightware合作 提供软件解决方案 1. 远程新能源商用车集团首单绿色银团贷款成功签约 1 工信部发布2025年汽车标准化工作要点 2. 全国首座重卡兆瓦级超充示范站落成 时间:2025.4.29 来源:第一电动 3. 2025上海车展:广汽领程正式发布/概念皮卡亮相 4月28日消息，工信部发布2025年汽车标准化工作要点，旨在健全标准体系、提升标准质效、强化实施应 用，以标准助力汽车产业转型升级和高质量发展。工作要点包括构建标准体系"四梁 ...

Domestic News - The National Development and Reform Commission plans to issue targeted car purchase quotas for long-term lottery families and car-free families to boost consumption [2] - The Ministry of Industry and Information Technology has released key points for automotive standardization work by 2025, focusing on the development of standards for automotive chips [4] - The National Energy Administration reported that approximately 24,000 fuel cell vehicles have been promoted in China, with over 540 hydrogen refueling stations established [5] - The Henan provincial government has introduced policies to support the automotive industry, including subsidies for production and trade enterprises, and plans to build 5,000 charging stations by mid-2025 [6] International News - Kia Motors reported a record high quarterly revenue of 28.02 trillion KRW in Q1 2025, a 6.9% year-on-year increase, despite a 14.8% decline in net profit [7] - Denso is negotiating with suppliers and customers, including Toyota, to share the costs of raw materials to mitigate the impact of U.S. tariffs [8] Corporate News - Seres Group has submitted an IPO application to the Hong Kong Stock Exchange, focusing on the research, manufacturing, and sales of new energy vehicles [9] - BYD's "Shenzhen" vehicle transport ship has commenced its first export voyage, carrying over 7,000 electric vehicles to Brazil [10] - Nissan is reportedly planning to close its Wuhan factory by March 2026 due to declining production capacity amid market competition [11] - Xiaomi Auto will provide free roadside assistance during the May Day holiday, along with other travel services [12] - Geely Auto released its 2024 ESG report, highlighting an 18% reduction in carbon emissions per vehicle compared to 2020 and a 92% increase in new energy vehicle sales [13] - Leap Motor's founder has increased his stake in the company, with total investments exceeding 600 million HKD, reflecting strong confidence in the company's future [14]

△阿联酋电动车专用停车位 为期三天的阿布扎比第四届电动汽车创新峰会（EVIS2025）近期在阿联酋阿布扎比国家展览中心闭幕。在美国加征关税、全球新能源汽车市场面临不确定 性的背景下，中东地区，特别是海湾国家正迅速崛起为行业新焦点。 与会的新能源车企及配套企业普遍表示，将加快在中东市场的战略布局。这一趋势的形成，既有市场需求的强力拉动，也有外部环境的推动因素。 △阿布扎比第四届电动汽车创新峰会 中东地区加速能源转型 政策红利释放强劲吸引力 在全球能源转型浪潮中，中东尤其是海湾国家正展现出前所未有的发展决心，通过系统性政策设计打造新能源汽车产业高地。这一战略导向与各国能源转型 目标高度契合，推动该地区成为全球新能源汽车产业的新兴增长极。 今年正值沙特"2030愿景"提出第九年。摆脱对石油依赖，实现经济多元化发展，正是这一愿景的核心发展目标。最新数据显示，沙特新能源汽车产业过去几 年呈现爆发式增长，特别是2023年上半年电动汽车销量同比激增300%。据一家国际会计师事务所最新研究报告，沙特电动汽车市场规模预计将在2030年达 到280亿美元。 沙特阿拉伯同样积极推进电动汽车基础设施建设。2022年8月，该国已完成充 ...

Core Insights - The event "Shenzhen Venture Capital Day" focused on the integration of capital and projects in the new energy vehicle (NEV) industry, aiming to promote the robust development of Shenzhen's NEV sector [1][3] - The Shenzhen government has established a large-scale NEV industry fund to enhance the development ecosystem, facilitating collaborative investments among various market entities [2] Group 1 - The event served as a platform for showcasing outstanding projects within the NEV industry chain, highlighting innovative solutions and market potential [2][3] - The NEV industry is recognized as a powerful engine for high-quality economic development, fostering job creation and regional collaboration [1][3] - Future activities are expected to be regularly held to align corporate funding needs with investment intentions, driving high-quality growth in the NEV sector [1] Group 2 - Six exemplary projects from companies like Suwen Data Intelligence and Jintu Computing participated in the event, covering various aspects of the NEV industry chain [2] - The event attracted over 70 financial institutions and entrepreneurial service representatives, indicating strong interest and engagement in the NEV sector [2]

Group 1 - The core issue in the electric vehicle (EV) industry is excessive marketing claims leading to consumer dissatisfaction, as highlighted by a recent survey revealing disputes over promises like "lifetime free connectivity services" and "lifetime battery warranty" that are not honored [1] - Many companies are engaging in hardware pre-installation strategies to support future upgrades, but some are converting previously promised free features into paid options, causing consumer frustration [1] - The current EV market is characterized by intense competition, with new entrants and exits, leading to a focus on marketing rather than genuine product development and service quality [1] Group 2 - To maintain a lasting presence in the market, companies must focus on technology and product-driven strategies rather than shortcuts, emphasizing a user-centered approach throughout development, manufacturing, and after-sales service [2] - Regulatory bodies should enhance systematic policies to standardize competition and address "involution-style" competition, while industry organizations need to promote self-discipline and focus on quality and service improvements [2]

分析师：牟国洪 登记编码：S0730513030002 锂电池 mough@ccnew.com 021-50586980 销量持续高增长，短期适度关注 ——锂电池行业月报 证券研究报告-行业月报 强于大市(维持) 发布日期：2025 年 04 月 14 日 锂电池相对沪深 300 指数表现 资料来源：中原证券研究所，Wind 相关报告 《锂电池行业月报：销量同比高增长，短期 可关注》 2025-03-12 《锂电池行业月报：销量同比增长，短期适 度关注》 2025-02-17 《锂电池行业月报：销量高增长，短期适度 关注》 2025-01-14 联系人：李智 马嵚琦 3 月锂电池板块指数走势弱于沪深 300 指数。2025 年 3 月，锂电 池指数下跌 9.76%，新能源汽车指数下跌 1.61%，而同期沪深 300 指数下跌 0.03%，锂电池指数走势弱于沪深 300 指数。 | 1. 行情回顾 4 | | --- | | 1.1. 板块走势 4 | | 1.2. 豫股相关标的走势 4 | | 2. 新能源汽车销量及行业价格 5 | | 2.1. 新能源汽车销量 5 | | 2.1.1. 我国新能源汽车销售 ...

" 豪华车市场的博弈正式进入技术硬碰硬的深水区。 " 作者丨韦艳娇 编辑丨相辉 3月27日晚，比亚迪豪华品牌仰望的第三款车——仰望U7在亮相近一年后终于准备就绪，宣布以62.8万和 70.8万元上市，配备插混和纯电两种版本。 仰望作为比亚迪高端化品牌，迄今为止共发布两款车，售价均高达百万，其中，越野SUV仰望U8售价为 109.8万元，超跑车型U9售价高达168万元。 而作为第三款旗舰轿车的仰望U7，起售价62.8万元，技术内核却有了更扎实的表现。在延续天神之眼A智 驾系统、易四方四电机驱动等多个核心技术的基础上，该车型还搭载水平对置发动机和云辇-Z悬浮控制系 统等首发技术，实现百万级技术矩阵向更广泛市场的延申，进入技术深水区。 01 「三电」变「四电」，豪华的标准多了 "今天整个汽车市场已经完成电动化的量变，这就像一场深海潜水，最后的技术无人区，也是最难的关 卡。打造高端品牌不能靠买料堆料，要靠技术性的革命。"比亚迪董事长王传福在仰望U7发布会上对豪华 的定义作出了新的解释。 为了达到王传福"技术性革命"的要求，仰望经历了长达一年的打磨等待。仰望 U7的亮相，最早可追溯到 2024 年的 1 月，而从首次亮 ...

Core Viewpoint - The company plans to use part of the raised funds amounting to 100 million yuan to increase capital in its subsidiary, Weidis Motor Technology (Shanghai) Co., Ltd., for the construction of a new project focused on the development of core components for new energy vehicles [6][8][16]. Group 1: Meeting Procedures - The meeting will be held on April 14, 2025, at 15:00 in the company's conference room [9]. - Shareholders must sign in at least half an hour before the meeting and present required documentation [2][3]. - The meeting will allow shareholders to speak and ask questions, with a limit of two times per shareholder [2][3]. Group 2: Fundraising and Investment - The company raised a total of 1,990.909 million yuan from its initial public offering, with a net amount of 1,844.400 million yuan after deducting issuance costs [8]. - The proposed investment project includes a total investment of 100 million yuan, with specific allocations for equipment, research and development, and preparatory expenses [9][10]. Group 3: Project Details - The project aims to establish a research and development center for core components of new energy vehicles, enhancing the company's market competitiveness and aligning with national strategic industry policies [10][11]. - The project will focus on developing integrated electric drive systems and power electronics assemblies for hybrid vehicles [10][11]. Group 4: Financial Impact and Approval - The project is expected to improve the company's profitability and risk resistance, thereby enhancing its market competitiveness [16]. - The board and supervisory committee have approved the use of raised funds for this project, which will be submitted for shareholder approval [17][18].

3 月 28 日，在上汽通用五菱 2025 "一二五"全球产业创新科技平权大会上， 广西宁福新能源科技有限公司凭借其与五菱的紧密合作及氟芯 大圆柱 电池技术的创新突破，荣获 "优秀响应奖"。 这一奖项不仅是对宁福 新能源 快速响应市场需求的肯定，更标志着氟芯 大圆柱 电池技 术将加速推动新能源汽车产业向智能化、高质量发展。 宁福新能源 与上汽通用五菱的合作由来已久。作为上汽通用五菱的优质合作伙伴， 宁福新能源 电池产品已批量供货五菱旗下多款畅销新能源 车型。特别是 60130圆柱电池，自2022年6月至今，累计装车量已超过50万辆，为五菱新能源汽车的快速发展提供了坚实的动力支持。此次 荣获"优秀响应奖"，正是对双方在新能源汽车领域深度合作、协同创新取得显著成果的肯定。 第三代氟芯大圆柱电池凭借其创新技术赢得市场认可。电池采用双向泄压防爆阀设计，显著提升安全性；单侧汇流设计优化空间布局，提高装 配效率；全系 CTC结构通过"热电分离"设计、热失控防护及高效成组效率，提升能量密度和整车性能。 此外， 公司融入智能制造理念，实 现生产精准控制和高效运行，确保电池品质持续优化。 展望未来， 宁福新能源 将继续秉持供应 ...

"我认为我们最大的竞争对手是自己。" 尽管刚刚遭遇持续增长神话破灭，但曾毓群极其领导下的宁德时代 (300750.SZ) ，却并未停止进 击与扩张的凶猛势头。 3月18日消息，蔚来、宁德时代同时官宣，双方在福建宁德签署了战略合作协议，根据协议内 容，本次合作涵盖三大核心： 其一 、共建覆盖全系车型的电池更换服务体系，打造智能化换电基础设施网络； 其二 、联合制定换电领域技术规范体系，推动行业标准的统一化发展； 其三 、通过资本纽带强化战略协同，宁德时代将向蔚来能源注资不超过25亿元，以股权合作方式 深化双方战略互信。 而在4天前宁德时代发布的最新财报 （2024年报） 显示：2024年，宁德时代实现营业收入 3620.13亿元，同比下降了9.70%，为有记录以来 （2015年至今） 首次出现下降；从季度走势 看，宁德时代已经连续两个季度 （2024年第三和第四季度） 出现下降。 此时宁德时代敢于逆势扩张的底气与实力都隐藏在数据里。24潮产业研究院 (TTIR) 分析发现， 即便遭遇营收下降困境，宁德时代在盈利、研发、投资、资金战略储备等十项核心数据仍逆势刷 新了历史最高记录，再次展现其强大成长基因与能力。 | ...