大家好，说起来你们可能不信，海狮 06DMI刚上市的时候就打算写一篇了。但是这不忙着卖车顺便和老 六斗智斗勇嘛，导致快一个月了才完工。 话不多说，直接开始。 新车是哪天到店的？ 海狮06首批两台车在7月19号就到店了，分别是170领航pro版和121领航版，一个雪域白一个暖阳白。 后来陆续又到了几台车，也都是这两个版本。 一开始我总习惯把雪域白叫成海域白，后来被看车的大哥灵魂拷问：哪里的海是白色的？ 新车目前价格是多少？ DMI有三个配置，分别是13.98万、14.68万、15.68万。 新车上市没有优惠，赠送四次保养，比亚迪品牌置换补贴5000，非本品牌是4000。 图就不放了，刚才去官方公众号想存一下价格图，结果发现原文被删了？？？ 培训资料有哪些值得注意的点？ 我参加的是线上培训，看了下竞品还是那些熟悉的车型，合资品牌对比途观L，丰田的各个SUV，新能源 品牌对比启源Q07和零跑C11。 车刚到店不久，王朝网的老六就乔装打扮溜过来收集情报了，我说你这么关心海洋网不如跳槽过来啊，我 跟领导说说给你把实习期免了。老六说这你就不懂了，卖自家车是本职工作，截胡别家的订单那才有油水 啊。 我当时真想打人啊，但是老 ...

21世纪经济报道见习记者 何煦阳 北京报道 在新能源汽车市场的红海厮杀中沉浮数年后，小鹏汽车带着全新旗舰车型P7，再次向高端市场发起冲 击。 这场战役的特别之处在于，它选择了"无预售价"这一非常规武器。8月6日晚，小鹏全新P7发布即开启预 订，6分37秒订单破万的成绩，既显示出20万~30万元价位段的消费者对新产品的敏感，也将小鹏的产 品力自信推到了舆论聚光灯下。 P7与小鹏的五年沉浮 自诞生以来，P7一直是小鹏汽车的旗舰车型，承载着品牌的野望。 但进入2024年，P7系列销量承压，上半年仅交付1万辆，同比下滑。 2024年小鹏策略调整针对性强。当年11月改款上市的P7+将起售价下探至18.68万元，通过牺牲毛利率换 取市场份额；Mona M03起售价11.98万元且标配双英伟达Orin芯片+XNGP智驾系统，用"智驾下放"策略 抢占入门市场。 这两款"性价比"车型助力小鹏重回赛道。至今年8月1日，小鹏汽车已连续9个月月销破3万辆，已完成全 年35万辆销量目标的66.8%，年度目标完成率在造车新势力中居首。 2020年小鹏P7首次发布时，小鹏汽车董事长何小鹏宣称："2020年的爆款车型除了特斯拉，就是小鹏 P ...

Core Viewpoint - Aima Technology (爱玛科技) is positioned for growth driven by product and channel optimization, with a target price of 56.64 yuan and a "buy" rating from Guojin Securities [1] Group 1: Product and Channel Optimization - The average selling price (ASP) is expected to rise due to advancements in three-electric technology and increased smart features in products [2] - The company is expanding its product line to attract a broader consumer base, particularly targeting male customers [2] - There is potential for channel growth with over 30,000 stores, focusing on improving store efficiency and upgrading locations in first and second-tier cities [2] Group 2: Industry Dynamics - The electric two-wheeler industry is anticipated to benefit from new national standards, product launches, and trade-in policies, enhancing market conditions [2] - In the first half of 2025, domestic sales of electric two-wheelers are projected to reach 32.32 million units, a year-on-year increase of 29.5%, with Aima's sales growing by 39.2% [2] Group 3: New Growth Areas - The electric three-wheeler segment is expected to generate 1.95 billion yuan in revenue in 2024, with a gross margin of 22.4% and sales of 550,000 units, reflecting a year-on-year growth of 29% [3] - Aima is expanding its brand internationally, with over 100 stores in Southeast Asia and plans to enter the European and American markets through e-bikes [3] Group 4: Financial Projections and Valuation - Forecasted net profits for 2025, 2026, and 2027 are 2.46 billion, 2.92 billion, and 3.32 billion yuan, respectively, representing year-on-year growth of 23.8%, 18.8%, and 17.1% [4] - The company is valued at a 20x P/E ratio for 2025, aligning with its industry leadership and channel advantages [4]

Core Viewpoint - Company has secured a three-year exclusive supply order for electric tools from a major European retail group, marking a significant expansion into the European market [1][2]. Order Details - The order includes consumer-grade cordless lithium battery electric tools and accessories, covering nearly a thousand stores in Europe [2]. - The expected annual procurement amount is no less than $15 million, which exceeds 5% of the company's projected electric tool revenue for 2024 [2]. - Deliveries are planned to start in the second half of 2025, with anticipated revenue from this order not exceeding $10 million in 2025 due to only half a year of sales [2]. Counterparty Information - The retail group, referred to as Company H, is a Fortune 500 enterprise and one of the top ten customers of the company, indicating a strong foundation for long-term cooperation [3]. Market Opportunity - The European electric tool market is substantial, with a projected market size of $11.29 billion in 2024, expected to grow at a CAGR of 3.7% to reach $15.66 billion by 2033 [4]. - The rise of DIY trends is driving demand for consumer-grade tools, with the global DIY electric tool market projected to grow from $15.2 billion in 2024 to $25.7 billion by 2033, at a CAGR of 6.5% [4]. Strategic Expansion - The order represents the company's first strong entry into the European market, utilizing a private label OEM model to penetrate local retail systems [5]. - This move validates the company's product competitiveness in Europe and signifies the formal entry into the "1-10" expansion phase in non-U.S. markets [5]. Financial Projections - The electric tool industry is expected to benefit from a potential interest rate cut by the Federal Reserve, alongside the proliferation of three-electrical technology driving consumer-grade tool demand [6]. - Revenue projections for the company from 2025 to 2027 are $16.942 billion, $20.758 billion, and $25.122 billion, reflecting year-on-year increases of 14.50%, 22.53%, and 21.02% respectively [6]. - Net profit estimates for the same period are $2.711 billion, $3.383 billion, and $4.060 billion, with corresponding year-on-year growth rates of 17.68%, 24.80%, and 19.99% [6].

Group 1: Export Performance - The company has maintained its position as the leading exporter in the domestic heavy truck industry for several consecutive years, achieving a strong reputation and solid user base in overseas markets [2] - Current export performance remains robust, with products primarily covering key regions such as Africa, Southeast Asia, Central Asia, and the Middle East, while also making progress in emerging markets [2] Group 2: Development of New Energy Heavy Trucks - In the first half of 2025, the cumulative sales of new energy heavy trucks in China reached 6.59 million units, representing a year-on-year growth of 194%, with 1.48 million units sold in June alone, showing a consistent upward trend [3] - The company has demonstrated good performance in the new energy heavy truck sector, with sales also maintaining a growth trajectory [3] - The new energy heavy truck industry is in a rapid development phase, driven by policy support and technological innovation, with an expanding trend towards electrification in short- and medium-distance transportation scenarios [3] Group 3: Dividend Policy - The company places high importance on shareholder returns, continuously increasing the dividend payout ratio over the past five years to reward investors [3] - Future dividend policies will be determined by a comprehensive assessment of market conditions, operational performance, cash flow, and future funding needs, aiming to balance company growth with shareholder interests [3]

Group 1: Production and Sales Performance - In the first half of 2025, China's heavy truck market cumulative sales reached approximately 300,000 units, representing a year-on-year growth of about 6% [2] - In June 2025, the heavy truck market sold around 92,000 units, with a month-on-month increase of 4% and a year-on-year increase of 29% [2] - The company's production and sales performance is good, maintaining a growth trend compared to the same period last year, outperforming the industry average [2] Group 2: Export Situation - The company relies on its subsidiary, Heavy Truck International, to achieve product exports, maintaining a leading position in the industry for 20 consecutive years [3] - Export products are primarily sold to key markets in Africa, Southeast Asia, Central Asia, and the Middle East, with continuous breakthroughs in emerging markets [3] - The export business is steadily developing, with the company holding a leading market share in the heavy truck industry [3] Group 3: New Energy Heavy Truck Development - In the first five months of 2025, cumulative sales of new energy heavy trucks in China reached 6,120 units, showing a year-on-year increase of 195% [3] - It is expected that new energy heavy truck sales will continue to exceed 10,000 units in June 2025, with a year-on-year growth of over 100% [3] - The new energy heavy truck industry is in a rapid development phase, with the company focusing on product technology innovation to enhance competitiveness and steadily increase market share [3] - Future growth in the new energy heavy truck sector is anticipated due to advancements in smart technology, lightweight design, and "three electric" technologies [3]

Core Viewpoint - The article discusses the current sales situation of Tesla's Model Y, highlighting its popularity and customer demographics, while also comparing it with the newly launched Xiaomi YU7 as a potential competitor [1][6]. Sales Performance - The customer traffic for Model Y and Model 3 is approximately 80% to 20%, with no significant changes in foot traffic recently [2]. - The most popular variant of Model Y is the white rear-wheel drive version, accounting for about half of new orders, with a delivery time of 2-4 weeks [3][4]. Financing and Pricing - A financing example for a five-year term shows a vehicle price of ¥263,500, with a down payment of ¥79,900 and a monthly payment of ¥3,060 [3][4]. - Current promotional offers include a five-year interest-free financing option and an ¥8,000 paint upgrade incentive, which may continue in the future [4]. Customer Demographics - The Model Y appeals to a wide range of customers, from young graduates to retirees, indicating a diverse target audience [7]. - Compared to Xiaomi YU7, older customers tend to prefer Model Y, while younger customers are attracted to YU7's aesthetic options [7]. Competitive Landscape - The impact of Xiaomi YU7 on Model Y's sales is still uncertain, as customer preferences remain stable, and many are waiting for potential price adjustments from Tesla [9]. - A specific customer case illustrates the indecision some buyers face between the two models, highlighting the importance of financing options in their decision-making process [9]. Advantages and Disadvantages - Tesla's advantages include superior battery technology, safety features, and advanced driver assistance capabilities, which are well-recognized by customers [11]. - In contrast, YU7 offers richer configurations and faster charging capabilities due to its 800V platform, which could be a drawback for Tesla if not addressed [13]. Industry Perspective - The comparison of new models to Tesla indicates the brand's strong market position and recognition, suggesting that being compared to Tesla is a form of endorsement for its capabilities [15].

Group 1 - The overall score of the Chinese electric vehicle (EV) industry reached 806 points in 2025, marking the first time it has surpassed 800 points since the research began in 2021, with all factor scores increasing by more than 12 points [1] - The research evaluates owner satisfaction across 11 performance categories and 45 elements, covering 122 models from 48 brands, serving as a crucial reference for manufacturers in designing and developing new energy products [1] - The market is shifting from "incremental logic" to "stock reconstruction," with first-time buyers now accounting for less than 60% of the EV market, while domestic new force brands have achieved breakthroughs in both sales and product appeal scores [1] Group 2 - The continuous rise in overall scores is attributed to advancements in battery technology, with mainstream models priced under 300,000 yuan showing improvements in battery capacity to meet user demands for extended range [2] - User expectations have shifted from focusing on technical parameters to overall trust in usability, with scores for range economy and charging experience increasing by 22 and 18 points respectively compared to last year [2] - The proportion of plug-in hybrid vehicle users increased by 9 percentage points from 2024 to 41.5%, indicating a growing acceptance of hybrid technology, with perceived experience differences between hybrid and pure electric models narrowing to within 2 points [3]