Workflow
科技平权
icon
Search documents
理想抠门到家了?40分钟免费发布3台车!
电动车公社· 2025-05-16 15:48
相比友商一款车开两三场发布会、每场动辄一两个小时,理想三款车只开了一场发布会。既没有 华丽的舞台搭建,也没有慷慨激昂的演讲,有的只是 40分钟 的线上录播。 不愧新势力中最会省钱的家伙 ! 就在整个汽车行业都在疯狂内卷的时刻,一股"清流"出现了—— 5月8日,理想一口气发布了 L7/8/9三款车型 的 智能焕新版。 关注 「电动车公社」 和我们一起重新思考汽车 但省下来的钱,却似乎并没有体现在焕新L系列的售价上。 同版本下, 新款与老款的指导价 完全一致。 说起来,属于典型的 "加量不 加价"。 但理想这次加量到底加了多少,就存在争议了—— 从配置表上来看,相比一个月前大刀阔斧爆改升级的小鹏G6/G9,理想L系列的升级似乎并没有那么明显。 简单来说,就是空悬和辅助驾驶的软硬件升级,理想同学变成3D形象、也更聪明了,L7和L8 Max电池容量升级,L9的座舱舒适度向MEGA看齐。 用一个词来形容,就是 谨慎。 而且,焕新版的部分软件提升,老车主也可以通过OTA获得, "背刺感"比友商要低很多。 据用户表示,总体上还是可以接受的 。 不过,这就引发了一个新的问题: 现在市面上大6座SUV的竞品越来越多,配置一个赛 ...
今日新闻丨吉利、极氪公布一季度财报,业绩再创新高!新款零跑C10上市,售价12.28-14.28万元!广汽集团推进研发体系重构!
电动车公社· 2025-05-15 14:42
关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻,并附上社长的简单评论。关注「电动车公社」,新能源圈大事小事 看我们就够啦~ 今日新闻要点: 新款零跑C10主要在三电、智能化、驾驶及设计方面有所提升,官方宣称价值2.4万元。其中包括605km版本的800V高压平台、降低能耗/提升50kW功率的 220kW碳化硅电驱、69.9kWh→74.9kWh的电池包容量&70km续航;LEAP 3.5电子电气架构、8295P车机芯片、8650智驾芯片和端到端辅助驾驶;转向/刹车/底 盘调校、爆胎稳定控制;音响、空调、隐藏式门把手等。 | 2026款 CI0 升级清单 | | | | --- | --- | --- | | 至 高 2. 4 万 价 值 进 阶 | | | | 提升内容 | 升级细项 | 价值提升(元) | | 新增全域800V高压快充平台 | | 3000 | | 三电性能 | 续航提升75km (605km) | 7500 | | 碳化硅SiC三合一高效电驱总成 | 电机功率升级至220kW (百公里加速仅5.9s) | 3000 | | 升级LEAP3.5电 ...
国产车规芯片发展与现状,解析来了
3 6 Ke· 2025-05-15 10:08
Core Insights - The domestic automotive chip industry has over 200 companies developing and producing automotive chip products, with approximately 50% achieving mass production [1] - The "end-to-end revolution" in China's assisted driving industry is entering a deep-water phase, with the expected installation of NOA functions in over 8.5 million vehicles by 2030 [1] - The competition among automotive companies is shifting towards "technological equity," with mainstream models priced between 100,000 to 200,000 yuan increasingly adopting NOA features [1] Automotive Chip Development Trends - The iteration of driving SoC chips is accelerating, with domestic chip market share expected to rise as demand for smart driving models increases [2] - High-performance and cross-domain integration in automotive chips is achieving breakthroughs, with several companies set to change the chip landscape by late 2024 [3] - The demand for chip computing power is projected to focus on 500-1000 Tops over the next three years, particularly for urban NOA applications [4] Current Status and Challenges of Automotive Chips - Domestic automotive chip companies face challenges such as small scale and limited product types, with over 70% of companies offering no more than 10 types of automotive chips [6] - The current domestic market for automotive chips shows significant gaps in high-function safety design technology and key IP, with a domestic market penetration rate of only 8-10% for control chips [7] - User experience with assisted driving features still requires improvement in safety and comfort, highlighting the need for enhanced sensor technology and control strategies [6]
此物不只应天上有!宇航级民用食品如何惠及万千消费者?
Zhong Guo Shi Pin Wang· 2025-04-29 06:14
Core Viewpoint - The collaboration between Chinese aerospace technology and the food industry, exemplified by the partnership between Saint Dile and the Chinese space program, aims to elevate food safety standards and make high-quality, space-grade food accessible to the public [1][8]. Industry Transformation - The agricultural and food industry in China is undergoing a technological revolution, moving from traditional farming methods to a model that integrates technological innovation to meet consumer demands for safety, nutrition, and taste [3]. - The integration of biotechnology, digital technology, and aerospace technology is reshaping the underlying logic of the industry, enabling a shift from "scale expansion" to "value creation" [3]. Quality Control and Standards - Saint Dile has implemented rigorous quality control measures, aligning with international standards through the "SDL standard," which includes 1185 quality control points and 88 production standard documents [3][4]. - The company has achieved a 100% pass rate in national supervision checks for 827 batches, becoming the only egg producer to receive both NSF certifications for "edible eggs" and "antibiotic-free products" [4]. Technological Empowerment - The establishment of a digital platform based on SAP ERP has enabled comprehensive collaboration across the entire supply chain, enhancing transparency and quality tracking from breeding to retail [4]. - Saint Dile's innovative practices include the development of a proprietary probiotic formulation for egg-laying hens and the use of chips in logistics for traceability [3][4]. Public Engagement and Marketing - Saint Dile is actively engaging consumers through various initiatives, such as "space-themed" activities and automated egg vending machines that provide access to "space inspection reports" [7]. - The company aims to reshape consumer perceptions of food safety by integrating aerospace technology into everyday dietary choices, thereby enhancing public confidence in food safety [7]. Future Outlook - The company plans to deepen its collaboration with the China Aerospace Foundation to further develop high-standard egg products and enhance national nutrition levels [7][8]. - The overarching goal is to make aerospace-grade food a common reality for consumers, reflecting a commitment to quality and safety in the food industry [8].
香麻了 比亚迪宋Pro DM-i限时钜惠,杀入9万级 手慢无
Qi Lu Wan Bao· 2025-04-28 07:29
Core Insights - BYD's Song Pro DM-i is launching a promotional campaign offering significant subsidies, making the price as low as 92,800 yuan, thus enhancing accessibility for consumers seeking high-quality electric vehicles [1][15] - The vehicle features the "Heavenly Eye C" driving assistance system, equipped with 29 sensors, enhancing safety and convenience across various driving scenarios [3][5] - The Song Pro DM-i boasts the lowest fuel consumption in its class, with a NEDC fuel consumption of only 3.79L/100km and a comprehensive range of 1,400 km, showcasing its advanced technology [7][15] Pricing and Subsidies - The promotional campaign includes a manufacturer replacement subsidy of up to 6,000 yuan, combined with local trade-in subsidies starting from 4,000 yuan, significantly lowering the purchase price [1] - The effective price point of 92,800 yuan positions the Song Pro DM-i as a competitive option in the A-class SUV market [1][15] Technology and Features - The Song Pro DM-i is equipped with BYD's fifth-generation DM technology, which includes a dedicated 1.5L efficient engine and a power-type blade battery, contributing to its low energy consumption [7] - The vehicle is designed with a comprehensive safety system, including multiple airbags and advanced monitoring systems, ensuring a high level of protection for passengers [8] Market Positioning - The Song Pro DM-i has achieved significant sales success, becoming the top-selling A-class SUV and contributing to the cumulative sales of the Song family surpassing 2 million units [13] - The vehicle's competitive pricing and advanced features are expected to reshape the A-class SUV market landscape, reinforcing BYD's position as a leading choice for mainstream Chinese families [15]
不怕迪子卖得猛,就怕迪子还能省
3 6 Ke· 2025-04-28 02:25
一个学霸富二代,竟然还是省钱标兵。 现在比亚迪每发布一季度财报,都在刷新最好纪录,这不,2025年第一季度来了—— 单季营业收入1704亿元,同比增长36.35%,再次超越特斯拉同期表现;三个月累计交付100万辆,同比增长59.81%,相当于每分钟能卖出7台车。 但最值得关注的还是在这营收和交付规模暴涨的背景下,除去需大力投入的研发费用,比亚迪的销售费用、管理费用、财务费用合计和去年基本持 平,所占营收比例下降了24%以上,增收但不增开支,展现出惊人的成本开支把控水平! 正因如此,比亚迪在第一季度净利润达到92亿元,比去年同期翻了整一倍。 比亚迪的第一季度财报,关键指标可以这样来看: 营收层面,比亚迪一季度收入1703.6亿元,同比增长36.35%,大致计算,这一收入水平相当于每天入账19亿元。 如果拿一季度新势力销冠——小鹏来衡量,比亚迪21天就能赚够小鹏2024年全年的收入;同时,比亚迪这一季度的整体收入,仍高于同期特斯拉的 193.35亿美元(约1411.5亿元)。 毛利层面,比亚迪一季度毛利为341.85亿元,同比增长32.1%;公司整体毛利率为20.07%。 令人感慨,最能卖车、最能赚钱的比亚迪,竟 ...
浑瑾李岳最新交流:关注涌现出的三大新刚需,消费老白马或许是下半年最大的预期差……
聪明投资者· 2025-04-24 03:25
Core Viewpoint - The ultimate significance of investment is to overcome the growth of global money supply, which increases at a rate of 8% to 10% annually, and only the most scarce quality assets can transcend cycles [3][51][52]. Group 1: Investment Opportunities - The emergence of three new consumer demands: IP consumption, self-indulgent consumption, and domestic alternatives, indicates a shift in consumer behavior [82][75]. - IP consumption is identified as a global opportunity, driven by a societal rejection of reality and the rise of innovative supply methods, such as the influence of streaming platforms like Netflix [84][90]. - The manufacturing sector is undergoing a comprehensive upgrade, with companies transitioning from traditional products to advanced technologies, such as aerospace components [96][102]. Group 2: Market Dynamics - The phenomenon of "East Rising, West Falling" is observed, with significant changes in the US and Chinese markets, influenced by political and economic cycles [10][13][16]. - The Chinese market is expected to normalize in 2024, with a focus on structural opportunities rather than macroeconomic factors [53][75]. - The valuation gap between Chinese and US stocks is narrowing, with potential for further adjustments in the coming quarters [35][36]. Group 3: Consumer Trends - The rise of self-indulgent consumption reflects a shift in consumer priorities, with companies achieving significant growth despite overall market challenges [95][117]. - The performance of domestic brands in high-end markets is improving, as evidenced by the success of products like Xiaomi's SU7 Ultra and the box office success of films like "Nezha 2" [93][94]. - The traditional consumer staples are being challenged by new entrants that focus on quality and innovation, indicating a transformation in the competitive landscape [96][95]. Group 4: AI and Technology - The application of AI is expected to explode as technology becomes more accessible, with Chinese companies likely to replicate and accelerate the advancements made in the US [109][110]. - The hardware sector in the US faces challenges as capital expenditures rise, leading to potential market corrections [121][125]. - The aviation industry presents strategic opportunities, particularly in the production of aircraft engines, which are expected to see increased demand and profitability [128][130].
浑瑾李岳最新交流:关注涌现出的三大新刚需,消费老白马或许是下半年最大的预期差……
聪明投资者· 2025-04-24 03:25
以下文章来源于IN咖 ,作者聪明投资者 IN咖 . 多视角关注优秀投资人和企业家 以上是 浑瑾资本李岳 在 4月14日的一场线上路演中分享的最新观点。 在 AI大趋势如火如荼的当下,李岳从消费中看到了更多的机会。 "投资这件事的终极意义在于战胜货币供应量,全球货币供应量是以每年8%~10%的速度在增长,只有全球最稀缺的优质资产才能穿越周期。" "打个比方,美国人是用龙虾、鲍鱼才能做出了米其林,中国人用小米粥就熬出了米其林。所以,出现了 科技平权。 " " 以往消费刚需聚焦于衣食住行,未来则涌现出三大新刚需: IP消费、悦己消费以及国产平替。" 成立浑瑾之前, 2009年至2011年 李岳 曾在华夏基金担任消费行业分析师和国际业务部研究副主管 , 2011年加入高瓴,于2020年 离任,离开 时是高 瓴二级市场大消费组合的负责人,主导超过百亿美元基金的大消费板块投资工作。 在过往十几年的投资生涯中, 李岳 专注于大消费领域,以及制造业等投研工作。 在本次交流会中,通过李岳对于大量公司案例的分析,不难看出他对这些领域的生意非常了解。 尤其是对于新消费中 IP消费的理解,李岳并非简单探讨了趋势,而是从本质出发,理解 ...
公司深度|小鹏汽车:科技平权 智驾先锋【民生汽车 崔琰团队】
汽车琰究· 2025-04-17 00:47
摘要 ► 新一 轮 产品周期强势开启,销量有望大幅回升 小鹏汽车于2024Q3推出A+级智能纯电掀背轿跑MONA M03,具备15万元级市场越级智能座舱与智驾能力,配备同级别前列续航体验与动感外观设计,销量可持 续性增强 ,帮助公司率先下探至10-15万元主流市场,拉动整体销量;小鹏P7+于2024Q4推出,作为首款搭载低成本纯视觉智驾方案新车,有望在成本优化与技 术创新上领先竞品;2025年,公司预计推出多款新车型,进一步丰富产品矩阵,推动经营基本面改善。看好公司在新产品周期的驱动下,扩充产品矩阵,迎来销量 大幅回升。我们预计公司2025年销量有望达到45万辆以上,较2024年的19.1万辆,同比大幅提升,进入高速增长区间。我们预计,汽车毛利率有望由不足10%逐 步上移至10-15%,公司或将于在2025Q4实现季度净利润转正。 ► 降本增效兑现,成本控制优化 公司持续推进渠道改革,进行直营加盟销售体系整合、三大车型平台负责人更换、供应链反腐开展、"木星计划"方案提出等一系列内部体系调整,重新聚焦智能化 标签,从根源上提升产品迭代输出能力,增强渠道下沉能力,强化成本控制优化。同时,公司持续深化与大众集团合作 ...
布局“微信小店”有望带来多维新增量,微盟(02013)AI应用加速落地或开启价值重估
智通财经网· 2025-03-27 08:07
Core Viewpoint - The rise of DeepSeek signifies China's capability to break foreign technology monopolies in the AI sector, reshaping global perceptions of Chinese tech companies and accelerating capital inflow into Chinese assets, particularly in the tech sector [1] Group 1: Financial Performance - Weimob Group reported an adjusted total revenue of RMB 1.468 billion for the fiscal year 2024, with a one-time price discount of RMB 129 million from 2023 advertising services [1] - The adjusted gross profit for the period was RMB 906 million, and operating cash flow improved significantly from a loss of RMB 596 million in 2023 to a loss of RMB 332 million [1] - As of December 31, 2024, Weimob's cash and bank deposits amounted to approximately RMB 1.779 billion, indicating a healthy financial status [1] Group 2: Business Development - Despite macroeconomic pressures, Weimob's core business remains robust, with subscription solution revenue reaching approximately RMB 919 million, and average revenue per user increasing by 4.2% to RMB 14,598 [2] - The revenue from smart retail grew by 5.2% year-on-year to RMB 618 million, accounting for 67.2% of subscription solution revenue [2] - Weimob's marketing services generated approximately RMB 18.015 billion in gross advertising revenue, a year-on-year increase of 24.5% [2] Group 3: Strategic Initiatives - Weimob has successfully transitioned to a focus on large clients, achieving a 48% market share among China's top fashion retailers and a 50% share in commercial real estate [3] - The launch of the upgraded Smart Purchase solution led to a 70% increase in new client signings in commercial real estate [3] - Weimob is actively integrating AI technologies, having connected with multiple major AI platforms, which is expected to enhance its business operations [8][9] Group 4: Market Opportunities - The introduction of Tencent's "WeChat Store" and its new "Gift Giving" feature is anticipated to significantly increase merchant participation and demand for service providers [4][5] - Weimob has launched five integrated solutions for the WeChat Store, aiming to enhance operational efficiency for various business types [5] - The company is positioned to benefit from the growing number of service providers in the WeChat ecosystem, which has exceeded 3,000 [5] Group 5: AI Integration - Weimob is leveraging AI technology to enhance its service offerings, with the WAI product line showing significant improvements in operational efficiency [9][10] - The WIME product, aimed at small and micro e-commerce operators, has demonstrated substantial user growth and engagement [10] - The integration of DeepSeek's technology is expected to enhance Weimob's AI capabilities, making its products more competitive in the market [10] Group 6: Industry Outlook - The arrival of DeepSeek is likely to lead to a reevaluation of SaaS companies, as it may break the current stagnation in the industry [11] - Weimob's strategic positioning within the Tencent ecosystem and its focus on AI applications are expected to unlock new growth opportunities [11][12] - Despite currently low stock prices, Weimob's ongoing strategies may lead to a potential rebound in valuation as market conditions improve [12]