电动汽车对买家的吸引力已大不如前。图片来源：Getty Images 如今消费者面临的电动汽车选择比以往任何时候都要多，但这类燃油替代型轿车与卡车的市场需求却跌 至2019年以来的最低水平。 美国汽车协会最新发布的一份报告表明，消费者购买电动汽车的意愿正持续走低，仅有19%的受访者称 自己"可能"或"极有可能"把电动汽车选为下一辆座驾。与此同时，坚决抵制购买电动汽车的人数呈现上 升态势，63%的受访者表示"不太可能"或"完全不可能"购置电动汽车，该比例创下2022年以来的峰值。 尽管消费者依旧如往常那般期望通过购买电动车节省燃油费用（74%的受访者表示这是购买电动车的主 要动因），且59%的人明确提及环保因素，但美国汽车协会指出，高昂的电池维修成本（62%）以及购 车价格（59%）是阻碍消费者转向电动汽车的关键因素。 美国汽车协会的报告中未提及，但几乎可以确定的影响因素是，过去一年针对全球最大电动车品牌之一 ——特斯拉的抵制风潮，尤其是针对其首席执行官埃隆·马斯克。 查看《如何看待泡泡玛特创始人成河南新首富？》的精彩观点 推荐阅读 FORTUNE FORTUNE FO REUNE FORTUNE 申报入口|2 ...

6月9日，乘联分会数据显示，5月新能源乘用车市场零售102.1万辆，同比增长28.2%，环比增长12.1%； 1-5月累计零售435.1万辆，增长34.1%。 ...

点 击 蓝 字 关 注 我 们 本文全文共 603 字，阅读全文约需 2 分钟 新车交易情况 4月份北京新车交易5.34万辆，环比下降1.23%，同比下降3.05%。环比增幅低于全国9.07个百分点， 同比增幅低于全国12.85个百分点 。 1—4月北京累计交易新车18.45万辆，同比去年19.72万辆下降6.49%，增幅低于全国17.29百分点 。 进口车销售情况 4月份北京市进口车交易2491辆，环比下降10.9%，同比下降13.42 % 。 1-4月北京市进口车累计交易9513辆，同比下降22.5% 。 4月份北京二手车交易外迁率为35.94%，外迁率环比增长1个百分点，同比增长0.09个百分点 。 4月北京进口车销量占北京新车交易总量4.67%，占有率环比下降0.51个百分点，同比下降0.56个百 分点 。 新能源汽车销售情况 4月份北京市新能源汽车共交易2.9万辆，环比下降3.57%，同比增长7.45%，占新车总交易量的 54.27%。纯电动汽车销售1.69万辆，占新能源汽车销量58.24% 。 1-4月北京市新能源汽车累计交易9.75万辆，同比增长17.29%，占新车总交易量的52.83% 。 二 ...

在新能源 "全线飘红" 的表象下，一场围绕市场份额的激烈角 逐正悄然改变格局——新势力头部阵营洗牌、传统车企加速转 型，行业进入深度调整期。 作者：周菊 封图：图虫创意 近日，国内各新能源汽车生产企业陆续公布5月销量数据。在"五一"小长假等因素的带动下，几乎所有车企都实现了销量增长。据乘联会初步推算，5 月新能源零售预计可达98万辆，同比增长22%，新能源汽车渗透率维持在52.9%左右。 在新能源 "全线飘红" 的表象下，一场围绕市场份额的激烈角逐正悄然改变格局 —— 新势力头部阵营洗牌、传统 车 企加速转型，行业进入深度调整 期。 | 序号 | 新势力车企 | 5月销量(万辆) | 同比 | 1-5月销量(万辆) | 同比 | | --- | --- | --- | --- | --- | --- | | 1 | 零跑汽车 | 4.5 | 148% | 17.4 | 161% | | വ | 理想汽车 | 4.1 | 17% | 16.7 | 19% | | 3 | 赛力斯问界 | 3.7 | 35% | - | - | | 4 | 小鹏汽车 | 3.4 | 230% | 16.3 | 293% | | 5 ...

Core Insights - The domestic electric vehicle (EV) market experienced significant growth in May, with retail sales expected to reach 980,000 units, a year-on-year increase of 22%, and an EV penetration rate of approximately 52.9% [2] - A competitive reshuffling is occurring in the market, with new energy vehicle (NEV) manufacturers and traditional automakers adjusting their strategies amid a deep industry transformation [2] New Energy Vehicle Manufacturers - Leap Motor led the new energy vehicle segment in May with sales of 45,000 units, a 148% increase year-on-year, driven by popular models like the C10 and C11 [5][4] - Li Auto followed closely with 41,000 units sold in May, a 17% increase, supported by the launch of the upgraded L series [5] - Aito's sales reached 37,000 units in May, marking a 35% increase, with the M9 model contributing significantly to its performance [5] - Xpeng Motors sold 34,000 units, a 230% increase, attributed to the introduction of lower-priced models [6] - Xiaomi Motors maintained sales at 28,000 units, preparing for the launch of its second model, the YU7 [6] - NIO delivered 23,000 units, a 13% increase, while undergoing internal restructuring to enhance brand synergy [7] Traditional Automakers - BYD remained the leader among traditional automakers with sales of 382,000 units in May, a 15% increase, and a cumulative total of 1,763,000 units for the year [9] - Geely sold 138,000 NEVs in May, a 135% increase, with the Galaxy series being the main contributor [10] - Changan Automobile reported sales of 95,000 units, a 70% increase, with significant contributions from its various models [10] - SAIC-GM-Wuling sold 74,000 units, a 50% increase, focusing on small electric vehicles [10] - Chery's sales reached 63,000 units, a 48% increase, marking it as the fastest-growing traditional automaker [11] - Great Wall Motors sold 33,000 units, a 32% increase, with notable growth in its WEY brand [11] Emerging Brands - Emerging brands like Arcfox and Lantu also showed growth, with Arcfox selling 14,000 units (200% increase) and Lantu selling 10,000 units (122% increase) [12]

Core Insights - The milestone of the 1 millionth vehicle for the FAW-Volkswagen Tayron family was celebrated on June 5, marking a significant achievement since the first model was launched in 2018 [1][6] - The Tayron family has consistently demonstrated strong market competitiveness, achieving rapid sales growth and becoming a leading player in the SUV segment [5][8] Sales Performance - The Tayron family reached over 100,000 units sold within less than a year of its launch, showcasing its strong market appeal [5] - In September 2019, the Tayron surpassed the Tiguan L with a sales figure of 21,334 units, becoming the top-selling joint venture SUV [5][6] - By 2020, the Tayron achieved annual sales of 179,400 units, securing the title of annual sales champion in the mid-size SUV category [6] Product Development - The introduction of multiple optional packages for the Tayron family aims to enhance consumer experience with better value and high-end configurations [2] - The latest model, the Tayron L, was launched in March 2025, featuring comprehensive upgrades in space, intelligent configurations, and design [6][8] Quality and Brand Trust - The Tayron family emphasizes quality, building a strong trust foundation among customers through reliable performance and comfort [7] - The commitment to German engineering standards ensures that every vehicle meets high durability and performance expectations [7] Future Strategy - Moving forward, the Tayron family will focus on technological innovation and product iteration to align with evolving market demands [8] - FAW-Volkswagen aims to lead the joint venture brands towards high-end, youthful, and diversified offerings in the context of electrification and intelligent transformation [8]

FT中文网 . 英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或 缺的商业财经资讯、深度分析以及评论。 在中国汽车市场，比亚迪等大型民营企业迅速发展壮大 编者荐语： 日本经济新闻社与金融时报2015年11月合并为同一家媒体集团。同样于19世纪创刊的日本和英国的两家 报社形成的同盟正以"高品质、最强大的经济新闻学"为旗帜，推进共同特辑等广泛领域的协作。此次， 作为其中的一环，两家报社的中文网之间实现文章互换。 以下文章来源于FT中文网 ，作者张冬方 文丨FT中文网专栏作家 张冬方 比亚迪最近在欧洲市场动作频频，既包括了短期上的策略调整，也有中长期上的战略布局。 5月21日，比亚迪在柏林和罗马等欧洲国家首都城市高调同步发布海鸥欧洲版：Dolphin Surf。据德媒报道，就在前一天，比亚迪执行副总裁李柯已经宣告，"明天，一款世界汽车即 将诞生。"李柯表示，该款车型已经在其他市场已经突破了百万销量，现在轮到欧洲了。而 当比亚迪欧洲特别顾问阿尔弗雷多•阿尔塔维拉(Alfredo Altavilla)被问到大众汽车是否应该 因Dolphin Surf感到紧张时，他毫不避讳地回答 ...

Core Viewpoint - Nio has experienced multiple price target revisions from major banking institutions following its Q1 2025 financial results, reflecting a competitive EV market in China and ongoing profitability challenges [1] Price Target Revisions - BofA Securities revised its price target for NIO stock to $4.30 from $4.90, maintaining a Neutral rating due to the company's Q1 performance and guidance [2] - Mizuho lowered its price target to $3.50 from $4, also holding a Neutral stance, citing intense competition in China's EV sector [3] - Macquarie cut its target to $3.90 from $4.70 while keeping a Neutral rating, noting that NIO's Q1 results missed Bloomberg consensus and their own estimates [3] - Bernstein SocGen Group adjusted its price target to $4 from $4.50, maintaining a Market Perform rating, driven by weaker-than-expected Q1 earnings [5] - Barclays slashed its price target to $3 from $4 and retained an Underweight rating, highlighting deep margin losses and delivery hurdles [5] - Morgan Stanley reiterated an Overweight rating with a $5.90 price target, emphasizing potential improvements in sales volume and cash flow [4] Q1 2025 Performance - NIO reported Q1 2025 revenue of $1.66 billion, a 21.5% year-over-year increase from $1.37 billion, driven by an 18.6% rise in vehicle sales and a 37.2% surge in other revenue streams [6] - The revenue results fell short of the consensus estimate of $1.73 billion by approximately 4% [6] - NIO reported an adjusted loss per share of $0.41, wider than the expected $0.35 and down 24.2% from the prior year [6] - The company's gross profit margin improved year-over-year but remained below analysts' expectations, with an operational loss of RMB 6.4 billion and a non-GAAP net loss of RMB 6.3 billion [7] - Despite challenges, NIO's stock showed resilience, opening at $3.63 on June 4, 2025, up $0.10 or 2.80% for the day [7]

焦煤焦炭产业日报 2025/6/4 免责声明 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任何保证，据此投资，责任自负。本 报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本报告版权仅为我公司所有，未经书面许可，任何机构和个人不得 以任何形式翻版、复制和发布。如引用、刊发，需注明出处为瑞 达 研 究瑞达期货股份有限公司研究院，且不得对本报告进行有悖原意的引用、删节和修改 。 | 项目类别 | 数据指标 | 最新 | 环比 | 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | --- | | | JM主力合约收盘价（日，元/吨） | 768.00 | +49.00↑ | J主力合约收盘价（日，元/吨） | 1367.50 | +68.50↑ | | 期货市场 | JM期货合约持仓量（日，手） | 681464.00 | +1013.00↑ | J期货合约持仓量（日，手） | 58263.00 | -1060.00↓ | | | 焦煤前20名合约净持仓（日，手） | ...

广州日报讯 （文/表全媒体记者邓莉）女性成为购车决策者的比例迅速增加、国际汽车品牌影响力逐渐 弱化、消费者对续航里程的焦虑大幅降低……J.D.Power近日发布的调研报告显示，新能源汽车市场正 在由"增量逻辑"向"存量重构"转变，"95后"、女性用户成为新能源车企争夺存量市场的全新增长点的关 键驱动力。 增购用户女性和"95后"成关键决策者 J.D.Power调研数据显示，中国新能源汽车首购用户占比连续三年下滑，2025年至今更首次下降至低于 六成，占比为58.6%；换购用户则增至13.3%，增购用户同比增速最快达到28.1%。此外，中国家庭两辆 及以上车辆占比上升至31.3%，这些数据均显示出新能源汽车市场正由增量向存量过渡。 在购车人群上，女性用户比例同比增加达到了37%，尤其以"增购"形式进入市场的女性用户，以5%的 增幅超过男性增购用户的2%增速，成为新能源消费新增长点。研究还显示，"95后"群体加速成为重构 中国汽车产业价值体系的关键力量，成为新能源车市场中占比26%的关键购车群体。 新能源汽车国家大数据联盟相关负责人分析表示，随着新能源汽车渗透率持续攀升，中国汽车市场正进 入从"增量时代"向"用户 ...