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北汽蓝谷业绩说明会:“极狐+享界”双品牌发力 力争跻身头部阵营
Zheng Quan Ri Bao Wang· 2025-05-29 13:02
Core Viewpoint - Beiqi Blue Valley has established a dual-brand strategy with "Extreme Fox" targeting the mid-to-high-end market and "Enjoy" as a high-end luxury brand developed in collaboration with Huawei, aiming for significant growth in the new energy vehicle sector by 2027 [1][2]. Group 1: Brand Strategy - The "Extreme Fox" brand is positioned in the 100,000 to 300,000 yuan range and is expected to be the main driver for scale effects [1]. - The "Enjoy" brand is a collaboration with Huawei, focusing on high-end technology and luxury, and is central to Beiqi Group's strategy in the high-end new energy vehicle market [1][2]. - Beiqi Blue Valley has committed to an "all in Enjoy" approach, emphasizing organizational structure, resource allocation, R&D investment, channel development, and brand co-construction [2]. Group 2: Sales and Growth Targets - In 2024, Beiqi Blue Valley achieved sales of 113,860 units, a year-on-year increase of 23.53%, with the Extreme Fox brand alone selling 81,017 units, up 169.91% [4]. - The company aims to sell 500,000 units of the Extreme Fox brand by 2027 and establish the Enjoy brand among the top luxury new energy vehicles [1][4]. - In 2025, the company plans to add over 80 new stores, achieving 100% coverage in tier-three cities and over 85% in tier-one to tier-five cities [4]. Group 3: Product Development - Multiple new models under both the Enjoy and Extreme Fox brands are set to launch in 2025, including pure electric and range-extended vehicles, with a target monthly sales volume of 20,000 units for the fourth quarter [5]. - The company is focusing on enhancing its product offerings through collaboration with Huawei in areas such as smart driving and vehicle technology [4][5]. Group 4: Profitability Improvement - Beiqi Blue Valley is prioritizing profitability, with a strict roadmap for improvement, emphasizing scale as a key factor for cost reduction and efficiency [6]. - The company aims to optimize its product mix to increase the proportion of high-margin products, targeting a sales ratio of 1:3 between Enjoy and Extreme Fox brands in 2025 [6]. - Efforts to reduce costs will include material savings, management, and marketing expenses, while also increasing the self-manufacturing ratio of certain components [6][7]. Group 5: Financial Performance - In the first quarter of the current year, Beiqi Blue Valley reported a revenue increase of 151% year-on-year, with an average selling price per vehicle rising by 8,000 yuan [7]. - The gross margin improved by 4.1 percentage points compared to 2024, and the company is working towards achieving positive gross profit, operating cash flow, and net profit [7].
享界爆款潜质凸显,北汽新能源向上冲量
Ge Long Hui· 2025-05-19 01:25
8月6日,北汽新能源与华为携手打造的"全景智慧旗舰轿车-享界S9"正式上市。其中,享界S9 Max售价39.98万元,享界S9 Ultra 售价44.98万元。上市后24小时内,享界S9收获了2500份大定订单。 发布会上,北汽集团党委书记、董事长张建勇表示,"此次与华为携手,我们更是以核心战略、第一优先战略的高度,集聚了北 汽整车研发生产、零部件、服务贸易等全产业链所有优势资源,ALL IN享界S9。" "享界S9是鸿蒙智行首款豪华旗舰轿车,与问界M9共同组成双9旗舰。享界S9全方位重塑豪华体验,新车发布即上市,上市即上 量,上量即海量。"对于享界S9的上市,华为常务董事、终端BG董事长、智能汽车解决方案BU董事长余承东表示。 享界S9的上市,在业界引发广泛关注。有业内人士称,它至少具备三重意义:首先,这是北京汽车产业首款行政豪华旗舰轿 车,填补了行业空白;第二,在问界M7、问界M9持续热销之时,此"第三界"是检验华为智选模式的最佳试金石;第三,与问界、 智界有所不同,北汽新能源与华为的合作时间更久,而且在"HI模式"合作有了很深厚的经验,智选模式合作下的享界,具有更 高期待。 此外,享界的上量,将有效提振 ...
市值跌了300亿,江淮汽车能指望的,只有与华为合作的尊界了
凤凰网财经· 2025-04-11 08:15
以下文章来源于无冕财经 ,作者无冕财经团队 无冕财经 . 奉守"专业主义,内容为王",为优质的商业阅读而生。多次获评"年度财经自媒体",入选胡润百富"广州最值得投资的企业"榜单50强,广州市新阶联自媒 体分会副会长单位,入驻全网20多个平台,覆盖1000万+商务人群,中国财经新媒体的中坚力量之一。 变卖资产、拿政府补贴,一年还是亏了18亿,千亿市值也是昙花一现,江淮汽车只能依靠华为了。 离百万豪车"尊界"上市还有一个多月,江淮汽车(600418.SH)的一些投资者,难免忐忑。 最近的关税大战,不可避免地影响到江淮汽车的股价。 4月7日起,江淮汽车两跌两日,累计大跌近14%。随着控股股东公告增持计划,再加上市场情绪有所平复,江淮汽车股价也暂时企稳。 但与5个月前的千亿巅峰相比,江淮汽车的市值已蒸发约300亿。毕竟,这几个月,江淮汽车的坏消息不少。 去年11月,安徽江淮汽车集团控股有限公司原副总经理王志远涉嫌严重违纪违法被调查,最新消息是被逮捕。 更糟糕的是,江淮汽车年报显示,去年净亏损近18亿,相较前一年下滑约1277%,这也是上市以来亏损最多的一年。 现在看来,江淮汽车的士气,持续缩水的市值,似乎都要靠5月底 ...