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合作共赢,会是宁德时代在欧洲的破局之路吗?
Guan Cha Zhe Wang· 2025-09-23 10:52
【文/观察者网 潘昱辰 编辑/高莘】就在不久前的德国慕尼黑车展期间,全球最大动力电池制造商宁德 时代面向欧洲市场推出了NP3.0技术平台和首款搭载该技术的磷酸铁锂电池神行Pro。该电池在122kWh 容量下可提供758km续航,且可实现12年100万km的寿命。 宁德时代对欧洲市场的重视,其近年在当地的市场份额扩张可见一斑:从去年的37%上升至今年的 45%,已超越韩国企业LG能源排名欧洲第一。 据英国《金融时报》报道,宁德时代欧洲总经理沈琦在接受采访时表示,尽管欧洲汽车行业呼吁欧盟放 宽2035年停售燃油车的禁令,但宁德时代仍对欧洲汽车电动化转型的速度持乐观态度。 宁德时代出席2025慕尼黑车展 视觉中国 目前,宁德时代已与欧洲超过90%的主流车企建立合作关系,并在欧洲建立了德国、匈牙利及西班牙(在 建)三大生产基地。而在去年年末与Stellantis集团于西班牙合资建设电池工厂的基础上,宁德时代对于 如何深入欧洲市场也有了新想法。 沈琦表示,宁德时代不仅愿意与其他车企讨论建立合资企业,还愿意同ACC等欧洲电池制造商讨论合 资项目,后者是Stellantis集团、奔驰和道达尔成立的合资企业。 事实上,宁德时 ...
蔚来李斌:明年没有新EC7上市计划,依旧主推大尺寸车型丨雷峰网对话
雷峰网· 2025-09-22 07:04
" 新ES8今年要交付4万辆,年底实现月产能1.5W辆。 " 作者丨 马广宇 编辑丨田哲 NIO Day刚刚结束,第二天李斌、秦力洪等蔚来高管就召开了一场媒体沟通会。 对蔚来董事长、CEO李斌来说,本次NIO Day的意义远超以往:蔚来技术力全面赋能到ET9、新ES8、乐 道L90等车型;蔚来销量日渐攀升,距离年底月5万台销量目标逐渐缩小;接连推出爆款车型,工厂产能扩 大,供不应求... 蔚来终得正果,但对蔚来来说,这来时路并非坦途:年初财报"史上最差",导致蔚来备受市场质疑;为了 卖车频繁降价,导致老车主与蔚来之间出现信任危机,用户见面会时李斌不断被质问;哪怕在NIO Day当 天也有故事发生:其自动驾驶研发首席专家任少卿宣布兼任中国科学技术大学讲席教授,虽说兼任,但精 力不免会受到分散。 "做企业最难的是哪些该变化,哪些不该变化, 蔚来也在一次次的调整中逐渐明晰了前行路线,直到现在 公司对于产品和市场的反应更加敏捷,运营也在逐渐精细化。"李斌坦言到。 一个明显的例子是,蔚来内部此前都在讲"该花花该省省",但如今这一句话变成了"该省省该花花",即便 是蔚来举办的NIO Day也得到了几百万元的赞助收入。在蔚 ...
蔚来上涨5.5%,报6.689美元/股,总市值151.47亿美元
Jin Rong Jie· 2025-08-25 13:48
Group 1 - NIO's stock opened up by 5.5% on August 25, reaching $6.689 per share with a trading volume of $137 million, resulting in a total market capitalization of $15.147 billion [1] - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Group 2 - NIO is set to release its fiscal year 2025 interim report on September 2, 2023, before the market opens [2] - Founded in November 2014, NIO aims to create a joyful lifestyle for users and is a pioneer in the high-end smart electric vehicle market [2] - NIO focuses on technological innovations in areas such as autonomous driving, digital technology, electric powertrains, and battery technology, with notable offerings like battery swapping technology and Battery as a Service (BaaS) [2] - The company has launched several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]
蔚来上涨5.05%,报5.82美元/股,总市值131.80亿美元
Jin Rong Jie· 2025-08-22 13:52
Group 1 - NIO's stock opened up by 5.05% on August 22, reaching $5.82 per share, with a total trading volume of $54.4 million and a market capitalization of $13.18 billion [1] - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Group 2 - NIO is set to release its fiscal year 2025 interim report on September 2, 2023, before the market opens [2] - Founded in November 2014, NIO aims to create a joyful lifestyle for users and is a pioneer in the high-end smart electric vehicle market [2] - NIO focuses on developing and selling high-end smart electric vehicles, promoting innovations in autonomous driving, digital technology, electric powertrains, and battery technology [2] - The company has introduced several models, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]
蔚来上涨10.06%,报5.58美元/股,总市值126.36亿美元
Jin Rong Jie· 2025-08-21 16:00
8月21日,蔚来(NIO)盘中上涨10.06%,截至23:37,报5.58美元/股,成交4.66亿美元,总市值126.36亿美 元。 财务数据显示,截至2025年03月31日,蔚来收入总额120.35亿人民币,同比增长21.46%;归母净利 润-68.91亿人民币,同比减少31.06%。 9月4日,蔚来将披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国当地时间,实际披 露日期以公司公告为准)。 资料显示,蔚来集团是高端智慧电动汽车市场的先驱及领跑者。成立於2014年11月,蔚来的使命是为用 户创造愉悦的生活方式。蔚来旨在建立一个以智慧电动汽车为起点的社区,与用户分享欢乐、共同成 长。蔚来设计、开发、合作制造并销售高端智慧电动汽车,推动自动驾驶、数位技术、电动力总成及电 池方面的新一代技术创新。蔚来通过持续的技术突破及创新脱颖而出,例如其行业领先的换电技术、电 池租用服务(BaaS)及独有的自动驾驶技术及自动驾驶订阅服务(ADaaS)。蔚来於2017年12月推出七座高 端智慧电动旗舰SUVES8,并於2018年6月开始交付,随後在2019年3月开始交付六座版ES8。蔚来於2018年 12月推出高 ...
蔚来上涨5.09%,报5.328美元/股,总市值120.66亿美元
Jin Rong Jie· 2025-08-21 13:40
8月21日,蔚来(NIO)开盘上涨5.09%,截至21:31,报5.328美元/股,成交3637.1万美元,总市值120.66亿 美元。 财务数据显示,截至2025年03月31日,蔚来收入总额120.35亿人民币,同比增长21.46%;归母净利 润-68.91亿人民币,同比减少31.06%。 大事提醒: 9月4日,蔚来将披露2025财年中报(数据来源于纳斯达克官网,预计披露日期为美国当地时间,实际披 露日期以公司公告为准)。 资料显示,蔚来集团是高端智慧电动汽车市场的先驱及领跑者。成立於2014年11月,蔚来的使命是为用 户创造愉悦的生活方式。蔚来旨在建立一个以智慧电动汽车为起点的社区,与用户分享欢乐、共同成 长。蔚来设计、开发、合作制造并销售高端智慧电动汽车,推动自动驾驶、数位技术、电动力总成及电 池方面的新一代技术创新。蔚来通过持续的技术突破及创新脱颖而出,例如其行业领先的换电技术、电 池租用服务(BaaS)及独有的自动驾驶技术及自动驾驶订阅服务(ADaaS)。蔚来於2017年12月推出七座高 端智慧电动旗舰SUVES8,并於2018年6月开始交付,随後在2019年3月开始交付六座版ES8。蔚来於2018 ...
蔚来上涨2.29%,报4.92美元/股,总市值111.42亿美元
Jin Rong Jie· 2025-08-18 13:53
Group 1 - NIO's stock opened at $4.92 per share, up 2.29%, with a total market capitalization of $11.142 billion as of August 18 [1] - For the fiscal year ending March 31, 2025, NIO reported total revenue of 12.035 billion RMB, a year-on-year increase of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Group 2 - NIO is set to disclose its fiscal year 2025 interim report on September 4, with the actual disclosure date subject to company announcement [2] - Founded in November 2014, NIO aims to create a joyful lifestyle for users and is a pioneer in the high-end smart electric vehicle market [2] - NIO focuses on technological innovations in areas such as autonomous driving, digital technology, electric powertrains, and battery technology, with notable offerings including battery swapping technology and battery-as-a-service (BaaS) [2] - The company has launched several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]
蔚来上涨3.13%,报4.61美元/股,总市值104.40亿美元
Jin Rong Jie· 2025-08-13 13:47
Group 1 - NIO's stock opened up by 3.13% on August 13, reaching $4.61 per share, with a total trading volume of $13.1283 million and a market capitalization of $10.44 billion [1] - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] - NIO is a pioneer and leader in the high-end smart electric vehicle market, established in November 2014, with a mission to create a pleasant lifestyle for users [2] Group 2 - NIO aims to build a community starting from smart electric vehicles, sharing joy and growing together with users [2] - The company designs, develops, co-manufactures, and sells high-end smart electric vehicles, driving innovation in autonomous driving, digital technology, electric powertrains, and battery technology [2] - NIO has introduced several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]
蔚来上涨2.78%,报4.81美元/股,总市值108.93亿美元
Jin Rong Jie· 2025-08-08 13:49
Group 1 - NIO's stock opened at $4.81 per share, up 2.78%, with a total market capitalization of $10.893 billion as of August 8 [1] - For the fiscal year ending March 31, 2025, NIO reported total revenue of 12.035 billion RMB, a year-on-year increase of 21.46%, while the net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Group 2 - NIO is set to disclose its fiscal year 2025 interim report on September 4, with the actual disclosure date subject to company announcement [2] - Founded in November 2014, NIO aims to create a joyful lifestyle for users and is a pioneer in the high-end smart electric vehicle market [2] - NIO focuses on technological innovations in areas such as autonomous driving, digital technology, electric powertrains, and battery technology, with notable offerings including battery swapping technology and battery-as-a-service (BaaS) [2] - The company has launched several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]
蔚来上涨2.06%,报4.705美元/股,总市值106.55亿美元
Jin Rong Jie· 2025-08-07 13:59
Core Viewpoint - NIO's stock price increased by 2.06% to $4.705 per share, with a total market capitalization of $10.655 billion as of August 7 [1] Financial Performance - As of March 31, 2025, NIO reported total revenue of 12.035 billion RMB, representing a year-on-year growth of 21.46% [1] - The net profit attributable to shareholders was -6.891 billion RMB, a decrease of 31.06% year-on-year [1] Company Overview - NIO, founded in November 2014, is a pioneer and leader in the high-end smart electric vehicle market, aiming to create a pleasant lifestyle for users [2] - The company focuses on developing, manufacturing, and selling high-end smart electric vehicles, promoting innovations in autonomous driving, digital technology, electric powertrains, and battery technology [2] - NIO has introduced several high-end smart electric vehicles, including the ES8, ES6, EC6, ET7, and ET5, with deliveries starting from 2018 to 2021 [2]