据天眼查显示，哪吒汽车原CEO张勇新增一条股权冻结信息，冻结股权数额4050万元人民币，被冻结标的企业为桐乡合创德力叁科技咨询合伙企业（有限 合伙），冻结日期自2025年5月13日至2028年5月12日，执行法院为浙江省嘉兴市桐乡市人民法院。 据了解，张勇深耕汽车行业多年，加入合众新能源之前在北汽系任职，2018年1月加入合众新能源担任公司联合创始人、CEO，并于同年6月发布新能源汽 车"哪吒汽车"，后在张勇的带领下，哪吒汽车也逐渐成为新势力品牌中的翘楚，甚至一度攀升成为新势力销冠。然而，伴随着市场行业竞争的加剧，以及 哪吒汽车产品力、营销方面的不足，哪吒汽车开始出现经营危机，并在2024年下半年开始集体爆发，拖欠工资、工厂停产、供应商催债等问题不断，最终 张勇CEO职位被罢免，由创始人、董事长方运舟担任CEO。据了解，张勇微博已经长达7个月未更新。 不过，方运舟担任CEO后，哪吒汽车的情况并没有带来好转，由于资金问题，供应商集体到合众汽车总部维权，而买了哪吒汽车的车主更惨，普普通通的 一个零部件就需要等几个月时间才能到货。哪吒汽车相关负责人回应称，公司自去年爆出资金链紧张以来，一直在寻求融资、努力自救，但情 ...

Group 1 - Li Auto has adjusted its annual sales target from 700,000 units to 640,000 units, indicating a shift in strategy amid increasing competition in the Chinese electric vehicle market [2][4] - The company plans to reduce the production target for its range-extended L series from at least 560,000 units to 520,000 units, while significantly increasing the target for pure electric products from 50,000 units to 120,000 units [4] - The adjustment reflects a strategic response to the competitive landscape, as Li Auto's sales performance has been impacted by traditional automakers and new entrants focusing on plug-in hybrid and range-extended products [4][5] Group 2 - In the first four months of the year, Li Auto delivered 126,803 units, a year-on-year increase of only 19.41%, the lowest among its peers [7][8] - The company must deliver over 70,000 units monthly for the remainder of the year to meet the original target, which is considered nearly impossible, prompting the downward adjustment [8] - Li Auto's proactive strategy includes enhancing its pure electric vehicle lineup and restructuring its sales and service teams to better address market challenges [10][12] Group 3 - The shift towards range-extended and pure electric vehicles has become a consensus in the industry, with competitors like Zeekr and Xpeng also planning to launch range-extended models [5] - Li Auto's internal adjustments and strategic focus on pure electric vehicles indicate a significant shift in its operational priorities, aiming to balance its product offerings in a rapidly evolving market [10][12] - The company is also expanding its infrastructure, planning to increase its supercharging stations to 4,000 and its retail outlets to over 800, targeting lower-tier cities [10][12]

Core Viewpoint - BYD's electric vehicle (EV) sales in Europe surpassed Tesla for the first time, marking a significant shift in the European automotive market dynamics [1][2]. Group 1: Sales Performance - In April, BYD's EV sales in 28 European countries increased by 169% year-on-year, reaching 7,231 units, while Tesla's sales decreased by 49% to 7,165 units [1]. - Including plug-in hybrid vehicles (PHVs), BYD's total sales growth reached 359% [1]. - The sales gap between BYD and Tesla, although narrow, signifies a major impact on the European automotive market [1]. Group 2: Market Dynamics - The European Union plans to impose additional tariffs on imported Chinese EVs starting October 2024, raising the total tax rate to a maximum of 45.3% [2]. - Despite the impending tariffs, Chinese manufacturers saw a 59% increase in EV sales in Europe in April, totaling 15,300 units [2]. Group 3: Strategic Developments - BYD is planning to establish an EV assembly plant in Hungary to enhance its production capabilities for the European market [1]. - The company is also deploying its own large EV transport ships to improve supply capacity [1].

Group 1 - Dongfeng Motor reported a total vehicle sales of 526,700 units in the first four months of 2025, a year-on-year decline of 20.8% [1] - The production volume for the same period was 524,200 units, down 22.6% year-on-year, indicating ongoing pressure in traditional business segments [1] - Passenger vehicle sales dropped significantly by 23.9% to 402,900 units, with basic passenger cars (sedans) declining by 30.5% and SUVs by 19.1% [1] Group 2 - The joint venture segment, historically a profit core for Dongfeng, saw a notable decline, with Dongfeng Honda sales down 42.3% to 97,800 units and Dongfeng Nissan down 29.8% to 156,600 units [2] - The profitability of the joint venture business is under pressure due to decreased attractiveness and extended product update cycles, impacting overall financial performance [2] - In contrast, the new energy vehicle (NEV) segment showed growth, with total NEV sales reaching 120,400 units, a year-on-year increase of 27.7% [2] Group 3 - The sales of Li Auto reached 36,053 units in the first four months of 2025, marking a 77% increase, while Dongfeng's other brands saw a 14.6% increase in sales [3] - Despite growth, Li Auto's sales volume remains insufficient compared to leading new energy brands, indicating a lack of clear brand recognition and scale advantage [3] - The NEV market is becoming increasingly competitive, with challenges such as subsidy reductions and price wars, making it crucial for Dongfeng to validate its strategy in this segment [3] Group 4 - Currently, the NEV segment contributes incrementally to Dongfeng's overall performance and has not yet become a primary business line [4] - The decline in joint venture profits poses a financial gap that the NEV segment is unlikely to fill in the short term [4]

马斯克，诸事不顺。 在中国市场，特斯拉也正面临销量下滑的压力。据乘联分会发布的数据，特斯拉中国今年一季度批发销量 同比下滑21.8%，与此同时公司当季零售销量与去年同期基本持平，增长势头远逊于其在中国的最大竞争 对手比亚迪，后者实现的增长率达到18.8%。 据界面新闻，多位特斯拉销售人员透露，由于无法按时完成考核指标，已经放弃周中双休，改为一周七天 在岗，"每日早上九点工作至晚上十点，平均单日时长接近13个小时"。 据上述特斯拉销售介绍，北京地区门店考核标准为每日成交至少一辆车，一个月内大致需要销售30辆左 右。但实际上，店内不少销售一周内卖出3至4辆已经很困难，需要持续跟进客户动态并竭力说服，才有望 尽可能向完成指标靠近。 今年年初，时隔5年焕新的Model Y在一定程度上提振了声量，但仍然没有做到让特斯拉重回初入中国时 占据新能源汽车行业绝对主导地位的状态。 首先是，特斯拉的销量持续下滑。 根据Statista发布的最新数据，今年一季度，特斯拉在欧洲的销售全线 暴跌，德国、丹麦、瑞典跌幅均超过50%。在中国市场，据乘联分会发布的数据，特斯拉中国今年一季度 批发销量同比下滑21.8%。 其次是，特斯拉的低价 ...

零跑、小鹏领涨 数据显示，今年3月，零跑汽车单月交付量37095辆，同比增长超154%。零跑汽车方面表示，强劲的增 速凸显了公司在新能源汽车市场持续提升的竞争力和信任度。据悉，零跑B系列新车B10已"定档"4月10 日上市。 同样保持增长势头的还有小鹏汽车。数据显示，3月，小鹏汽车交付33205辆智能电动汽车，同比增长 268%，连续五个月交付量超过3万辆。2025年第一季度累计交付94008辆智能电动汽车，同比增长 331%。 在不久前小鹏汽车召开的春季发布会上，2025款小鹏G6和G9正式上市，这两款车均标配5C超充AI电池 和图灵AI智驾功能。 "蔚小理"中的另外两家车企，也交出了不错的成绩单。理想汽车公布的数据显示，3月份，理想汽车交 付新车36674辆，同比增长26.5%。2025年第一季度共计交付92864辆，同比增长15.5%。 3月份，蔚来公司交付新车15039辆，同比增长26.7%。其中，蔚来品牌交付新车10219辆；乐道品牌交 付新车4820辆。2025年一季度，蔚来公司共交付新车42094辆，同比增长40.1%。其中，蔚来品牌交付 新车27313辆，乐道品牌交付新车14781辆。据悉，4 ...