新华财经上海6月12日电（李一帆）中国汽车产业正在经历从"单打独斗"迈向"集群出海"的重要转型。 依托雄厚的产业基础，长三角三省一市新能源汽车产量占比全国超40%、全球超25%，成为中国新能源汽车产业发展的重要高地。 零部件配套方面，长三角也聚集着超过半数的全球汽车零部件巨头，博世、大陆、采埃孚、宁德时代、米其林、普利司通等头部企业均在长三 角设立了总部或部分工厂。例如，均胜安全作为全球领先的汽车安全系统供应商，其中国区安全气囊年产量达3000万个，国内6家工厂中有4 家"扎根"长三角。 大批优秀的本土企业也在长三角孕育而生。成立于2020年的苏州亿创特智能制造有限公司（以下简称"亿创特"），现已发展为主流电池厂商的 核心供应商。据亿创特董事长兼总经理晏培杰介绍，"亿创特首创的柔性定制辊压成型技术，可使新能源电池材料成本降低30%以上，安全性能 提升3-5倍。" 还有位于常州的蜂巢能源，其品牌宣传部高级经理荆晓强这样描述其周边生态："以蜂巢能源为原点，恩捷股份、贝特瑞、当升科技、海目星 激光等零部件相关企业均在10公里范围内，我们彼此联动，构成了完整的动力电池产业链。理想汽车的整车厂也在附近，我们能实现当天响 ...

工信部：我国新能源汽车产业正处于高质量发展的关键时期 金十数据6月12日讯，工业和信息化部相关负责人同时表示，当前，我国新能源汽车产业正处于高质量 发展的关键时期，希望广大企业以身作则，加强行业自律。也希望社会各界关心支持新能源汽车产业高 质量发展，共同抵制"网络水军""黑公关"等网络乱象，营造积极向上、文明有序的发展环境。 （央视 新闻） ...

Core Insights - Zeon Corporation and SiAT have signed a strategic cooperation agreement, with Zeon leading a $20 million Series C funding round to support SiAT's expansion of single-walled carbon nanotube (SWCNT) conductive paste production [1] - The demand for lithium-ion batteries is surging across consumer applications (e.g., electric vehicles, drones) and industrial sectors (e.g., AI servers, renewable energy storage) [1] - SWCNTs are gaining traction in the industry due to their superior properties compared to multi-walled carbon nanotubes, including higher surface area, conductivity, and dispersion [1] Application Aspects - In anode and cathode materials, carbon nanotubes create a three-dimensional conductive network, significantly enhancing electronic transmission efficiency, especially in thick electrodes and high-capacity battery designs [2] - Carbon nanotubes support silicon anodes by alleviating volume expansion issues, enhancing interface contact, and improving conductivity [2] - The multi-component system of "silicon-oxygen + carbon nanotubes + graphite" has become a mainstream technology route for balancing energy density and cycle life [2] Solid-State Battery Applications - Carbon nanotubes are widely used in solid-state batteries for modifying interfaces and composite electrolyte materials, improving electronic permeability and structural stability [3] - They play a crucial role in new energy storage systems, such as sodium-ion and lithium-sulfur batteries, by providing better electronic pathways and mechanical support [3] Company Landscape - Domestic companies like TianNai Technology and DeFang Nano are providing stable, well-dispersed conductive paste products integrated into lithium battery anode and cathode materials [4] - OCSiAl is the only company capable of industrial-scale production of single-walled carbon nanotubes, with a production capacity of 1,000 tons, and is expanding its operations in China [4]

本报记者 刘钊 6月11日，中国汽车工业协会发布数据显示，今年前5个月，我国汽车市场呈现出稳健增长的态势，汽车总销量接近1300万 辆，其中新能源汽车出口持续放量，成为推动汽车产业发展的重要力量。 中国汽车工业协会副秘书长陈士华表示，当前，我国汽车行业整体运行呈现稳中向好态势，市场活力不断释放，但行业盈 利水平持续下滑，"增量不增利"的局面未有改善。其中，5月份汽车市场产销较去年同期实现10%以上的增长，且内需和出口均 有较好的表现。 2025年以来，在"两新"政策的持续推动下，叠加车企新品密集投放、多地车展促销活动火热开展等因素，我国汽车市场活 力得到充分释放。据中国汽车工业协会统计，今年前5个月，我国汽车产销分别完成1282.6万辆和1274.8万辆，同比分别增长 12.7%和10.9%，展现出强劲的增长势头。 我国新能源汽车出口持续放量，成为推动汽车产业增长的新引擎。据统计，今年前5个月，中国汽车出口249万辆，同比增 长7.9%。其中，新能源汽车出口85.5万辆，同比增长64.6%，增速远超传统燃油车。这一成绩的取得，得益于我国新能源汽车 产业在电池技术、智能驾驶、车联网等领域的持续创新，以及全球市场 ...

以下文章来源于Carbontech ，作者Carbontech Carbontech . 传播碳材料领域前沿资讯，带您进入碳时代！ 【DT新材料】 获悉，近日， 日本瑞翁株式会社（Zeon Corporation） 与 台湾泛亞應用科技股份 有限公司（SiAT） 签署战略合作协议。瑞翁将领投2000万美元（约1.44亿人民币）的C轮融资， 支持SiAT扩大 单壁碳纳米管 (SWCNT) 导电浆料 的产能。 单壁碳纳米管虽然制备难度更高、价格昂贵，但具有比多壁CNT更高的比表面积、电导率和分散 性，是下一代电池技术的关键纳米材料。 目前，全球范围内对锂离子电池的需求在消费应用领域 （例如电动汽车、无人机和EVTOL飞机）以及工业领域（包括人工智能服务器BBU、可再生能源 储能系统和自动化机器人）均呈现激增态势。 Zeon是全球首家采用"超级生长（Super Growth）"工艺实现单壁碳纳米管量产的企业。其ZEONA NO®产品具有高纯度、大表面积和高长宽比的特点。同时，SiAT开发了高效分散的单壁碳纳米管 浆料，并推出了两款已通过制造商测试的配方——LSC2102（NMP基）和LSC1101（水基），用 于解 ...

齐鲁晚报·齐鲁壹点记者 蔡宇丹 国产新能源汽车掀起一浪接一浪的"内卷式"竞争之时，从电商销售数据传来一个值得关注的信号，展现了国内轮胎市场竞争格局最新动向。 京东618前一周，玲珑轮胎全系产品成交金额同比增长830%。618京东开门红当天，其品牌成交金额同比增幅达近30倍。 一个50年的老品牌为什么能成为黑马？618大促数据将国产轮胎自主品牌快速崛起的势头清晰放大给市场。国际大牌轮胎的先发优势下，国产品 牌轮胎正在为进入全球第一阵营发起一场前哨战。 6月7日，在玲珑轮胎招远总部举行的"新国货溯源-走进玲珑轮胎工厂"活动上，玲珑轮胎相关负责人表示，目前，玲珑轮胎正进入全球配套销售的 关键期，玲珑轮胎正加大科技研发投入，抓住中国新能源汽车产业崛起的窗口期，向全球轮胎品牌第一阵营挺进。 轮胎作为汽车产业链重要一环，配套数据直接反映了行业竞争格局。玲珑轮胎提供的数据显示，2024年，玲珑轮胎一共配套销售2950万条，其中 配套新能源车销售917万条，配套中国新能源车销售的轮胎数量占比17.8%。 玲珑轮胎2021年开始布局新能源专用轮胎，截至目前已为一汽红旗、比亚迪、吉利、奇瑞、上汽通用、东风日产、广汽本田、通用五菱 ...

行业研究|可选消费|汽车与汽车零部件 证券研究报告 汽车与汽车零部件行业 周报、月报 2025 年 06 月 08 日 [Table_Title] 汽车下乡再启动，汽车央企重组推进 ——汽车行业周报 [Table_Summary] 报告要点： 5 月乘用车维持高速增长，新能源批发同比再上 40% 乘用车：5 月 1-31 日，全国乘用车市场零售 193 万辆，同比去年 5 月 增长 13%，较上月增长 10%，今年以来累计零售 880.2 万辆，同比增长 9%；5 月 1-31 日，全国乘用车厂商批发 232.9 万辆，同比去年 5 月增 长 14%，较上月增长 6%，今年以来累计批发 1079.7 万辆，同比增长 12%。 新能源：5 月 1-31 日，全国乘用车新能源市场零售 105.6 万辆，同比去 年 5 月增长 30%，较上月增长 14%，全国新能源市场零售渗透率 53.5%， 今年以来累计零售 438 万辆，同比增长 34%；5 月 1-31 日，全国乘用车 厂商新能源批发 124 万辆，同比去年 5 月增长 37%，较上月增长 9%，新 能源厂商批发渗透率 54.2%，今年以来累计批发 522. ...

每经编辑｜胡玲 1 何立峰将访问英国并举行中美经贸磋商机制首次会议 据外交部网站6月7日消息，外交部发言人宣布：应英国政府邀请，中共中央政治局委员、国务院副总理何立峰将于6月8日至13日访问英国。其间，将与美方 举行中美经贸磋商机制首次会议。 2 商务部新闻发言人就王文涛部长赴法国期间与欧盟委员会贸易和经济安全委员谢夫乔维奇会谈答记者问 据商务部网站6月7日消息，商务部新闻发言人就王文涛部长赴法国期间与欧盟委员会贸易和经济安全委员谢夫乔维奇会谈答记者问。商务部新闻发言人表 示，目前，中欧双方电动汽车案价格承诺磋商进入最后阶段，但仍需双方努力。王文涛部长向欧方进一步澄清了中国出口管制政策，强调对稀土等物项实施 出口管制是国际通行做法，中方高度重视欧方关切，愿对符合条件的申请建立绿色通道，加快审批，并指示工作层就此保持及时沟通。 商务部新闻发言人就中重稀土出口管制措施答记者问 据商务部网站6月7日消息，商务部新闻发言人就中重稀土出口管制措施答记者问。商务部新闻发言人表示，稀土相关物项具有军民两用属性，对其实施出口 管制符合国际通行做法。中国作为负责任的大国，充分考虑各国在民用领域的合理需求与关切，依法依规对稀土相 ...

Core Viewpoint - The suspension of the restructuring plan between Dongfeng Group and Changan Automobile has sparked a deeper reflection on the transformation path of the Chinese automotive industry, emphasizing that in the new energy sector, differentiation and innovation are more critical than mere scale expansion [1][2][13] Group 1: Restructuring Suspension - The anticipated merger aimed to create a "super carrier" with annual sales exceeding 5 million vehicles, reflecting a traditional industrial logic that relies on resource concentration to counter new competitors [2] - The halt in restructuring indicates a reassessment of the automotive industry's dynamics, where simple scale accumulation fails to translate into core competitiveness in the context of intelligent and user-experience-driven competition [2][10] - The decision by the State-owned Assets Supervision and Administration Commission (SASAC) to opt for business separation rather than forced integration highlights a recognition that a diverse competitive landscape fosters innovation [2][10] Group 2: Lantu Automotive's New Paradigm - Lantu Automotive, a subsidiary of Dongfeng, has emerged as a new paradigm in the state-owned enterprise (SOE) new energy sector, achieving over 10,000 monthly sales and demonstrating a successful model of independent operation and innovation [1][3][8] - The company operates with a high degree of autonomy, allowing it to respond quickly to user needs and implement significant product upgrades based on customer feedback [4][6] - Lantu's approach combines traditional manufacturing expertise with modern user-centric innovation, positioning it as a leader in the new energy vehicle market [3][5] Group 3: Product and Market Strategy - Lantu's upcoming model, Lantu FREE+, is set to redefine competition in the mainstream SUV market by incorporating advanced technologies typically reserved for luxury vehicles, thus promoting a philosophy of "technology for all" [7][10] - The company emphasizes a multi-sensory experience in its vehicles, enhancing user engagement and satisfaction through thoughtful design and features [7][10] - Lantu's successful market penetration is evidenced by its strong sales performance, with a 122% year-on-year increase in May 2025, and a significant presence in both domestic and international markets [8][12] Group 4: Strategic Advantages - The SASAC's new positioning for SOEs in the new energy sector supports Lantu's innovative model, allowing it to focus on self-research and development without the pressure of unnecessary competition [10][11] - The shift in consumer preferences towards a holistic evaluation of driving experience and service quality aligns with Lantu's product offerings, which cater to the evolving demands of modern families [10][12] - Lantu's unique user engagement strategy, including the establishment of a "User Co-Creation Committee," fosters a strong community and enhances brand loyalty [11][12] Group 5: Future Outlook - Lantu Automotive is poised for significant growth in the latter half of 2025, driven by accelerated product deliveries and the application of smart technologies across its lineup [12][13] - The company's operational practices validate key trends in the industry, emphasizing that innovation mechanisms are more effective than mere resource accumulation [12][13] - As the focus shifts from scale to value creation, Lantu is positioned as a benchmark for SOE transformation in the new energy vehicle sector, illustrating a successful path forward for the industry [13]

Group 1 - The article discusses the rise of amateur football leagues in Jiangsu, particularly the "Su Super" league, which has gained significant popularity on social media platforms, surpassing 100 million views [1] - The league features a mix of professional players and amateur participants, showcasing a pure form of football without match-fixing or insider dealings [3][4] - The performance of teams in the league is humorously linked to the success of the electric vehicle (EV) industry in their respective cities, with cities like Suzhou, Wuxi, and Changzhou facing defeats [5] Group 2 - Nanjing, despite its historical struggles in the automotive industry, has managed to secure a place among the top teams in the "Su Super" league, reflecting a resurgence in its automotive sector [7] - The city has a rich automotive history, with significant production milestones achieved by Nanjing Automobile Group (NAG) in the past, including producing over 200,000 vehicles by 1985 [10][11] - Nanjing's automotive industry saw a revival with the establishment of partnerships with major brands like Iveco, leading to the successful production of light commercial vehicles [13][14] Group 3 - The emergence of new energy vehicle (NEV) manufacturers in Nanjing, such as Future and Zhidou, has positioned the city as a key player in China's NEV market [18][19] - Nanjing has attracted several new energy vehicle startups, including Byton and Borgward, which have made significant investments in the region [28][29] - Despite initial successes, many of these startups faced challenges and ultimately failed due to market saturation and economic downturns, leading to a wave of bankruptcies in the sector [34][35][36] Group 4 - Nanjing's automotive landscape is evolving, with some companies like Chuangwei Automotive finding success by focusing on niche markets and international expansion [50][56] - The city has also seen a rise in collaborations with major component manufacturers, enhancing the local supply chain and attracting new businesses [63] - As of 2023, Nanjing's NEV industry chain has grown significantly, with over 500 companies and a market scale reaching 240 billion yuan, reflecting a year-on-year growth of 18% [64][67]