新势力车企
Search documents
朱江明:零跑股价被低估,价值远远大于当前的股价表现
Xin Lang Cai Jing· 2025-12-29 02:04
他还提到,零跑的价值远远大于当前的股价表现,"从目前来看,零跑的估值还是比较低的。"他说。 新浪科技讯 12月29日上午消息,在零跑十周年发布会后,零跑科技创始人、董事长、CEO朱江明等高 管团队与媒体对话。 对于发布会上提到的进入世界级车企的目标,朱江明表示,这意味着要进入汽车行业前十名,做到年销 400万辆的规模,目前国内已经有一两家企业进进入了这一行列,未来至少会有五家中国企业能进去前 十。 对于新势力与世界级车企的区别,他表示,新人是一张白纸,可以更加自如,缺点是经验没有那么丰 富,可能会走一些弯路。新势力没有那么多包袱,可以轻装上阵。传统车企两条腿走路,规模更大。新 势力经过十年的磨练,现在要更多看中国和全球汽车整体大盘,这样才能有更好的成长。 新浪科技讯 12月29日上午消息,在零跑十周年发布会后,零跑科技创始人、董事长、CEO朱江明等高 管团队与媒体对话。 对于发布会上提到的进入世界级车企的目标,朱江明表示,这意味着要进入汽车行业前十名,做到年销 400万辆的规模,目前国内已经有一两家企业进进入了这一行列,未来至少会有五家中国企业能进去前 十。 对于新势力与世界级车企的区别,他表示,新人是一张白 ...
11月新势力销量出现断层
第一财经· 2025-12-01 12:22
Core Viewpoint - The sales performance of new energy vehicle manufacturers in November shows a significant divergence in market dynamics, with some brands achieving record highs while others experience declines in sales [3][10]. Sales Performance Summary - Leap Motor and Hongmeng Zhixing achieved record sales of 70,327 and 81,864 vehicles respectively, maintaining their positions as leaders in the new energy vehicle sector [3][11]. - Zeekr's sales reached 63,902 units, marking a 3.68% month-on-month increase, although this growth masked a decline in Lynk & Co's sales, which fell by 13.8% to 35,059 units [5][11]. - Xiaomi reported over 40,000 vehicle deliveries, but specific figures were not disclosed, making it difficult to assess performance changes [6]. - NIO and Xpeng both fell below the 40,000 unit mark, with Li Auto also entering the 30,000 unit range [7][8]. - Li Auto delivered 33,181 vehicles, a slight increase of 4.45% month-on-month, but a year-on-year decline of 31.92% [8]. - Xpeng's deliveries were 36,728 units, down 12.58% month-on-month but up 18.88% year-on-year, while NIO delivered 36,275 units, reflecting a 10.02% month-on-month decline but a 76.3% year-on-year increase [9]. Market Trends and Challenges - The overall market for passenger vehicles in China saw a decline, with retail sales dropping 11% year-on-year in November [10]. - The new energy vehicle sector is facing challenges due to the reduction of replacement subsidies, which has led to a noticeable decrease in demand [10]. - The sales progress of leading new energy vehicle manufacturers like Li Auto, Lantu, and Avita is currently below 60% of their annual targets, raising questions about their ability to meet Q4 delivery guidance [10].
小鹏回应顾客“脚夹门”
Xin Lang Cai Jing· 2025-11-24 02:41
近日,有网友在社交平台公开视频及录音爆料,其在海南海口一家小鹏汽车4S店试驾时被感应门夹到 脚,玻璃门坏了,却被要求赔偿门的损失。此事在社交平台上一经发布,就引发大量关注。 据该网友在视频中透露,事件发生时,其在导购引导下前往门口查看试驾车。等转身准备返回店内,感 应门突然自动合拢,夹到了这名网友的脚。但此后其还是加了导购微信约定下次试驾。但在其离开不到 10分钟,便接到门店电话要求返回协商赔偿事宜。从网友公开的录音中,门店工作人员明确表示"你的 脚夹到了门""你不来门就不会坏"。 在该网友发布的视频评论区,很多网友纷纷评论4S店处置不当。"'你不来店里,这个门就不会坏',我 这辈子也想不出来这句话"、"今年海口小鹏4S店上大分!还解锁新词汇:你的脚夹到我的门"…… 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 公开资料显示,小鹏汽车成立于2014年8月,是最早的新势力车企之一。2015年1月,小鹏汽车正式注 册。 11月17日,小鹏汽车(09868.HK)在港交所公告。最新财报显示,截至2025年9月30日,小鹏汽车的 实体销售网络共有690间门店,自营充电站网络达至2676座充 ...
理想“慢”下来了:汽车单价直降12%,净利首次被赛力斯超越
Xin Lang Ke Ji· 2025-05-29 12:04
Group 1 - The core viewpoint of the article indicates that while the company remains a leader in the new energy vehicle sector, it is no longer experiencing the same level of rapid growth as before, signaling a need for strategic adjustments [1] - In Q1, the company reported a revenue of 25.9 billion yuan, a year-on-year increase of 1.1%, maintaining its position as a leader among new energy vehicle manufacturers [1] - The average selling price of vehicles decreased to approximately 265,700 yuan, down 11.9% year-on-year, attributed to seasonal factors, previous price reductions, and changes in product mix [1] Group 2 - The company's gross profit for Q1 was 5.319 billion yuan, with a gross margin of 20.5%, showing a slight year-on-year decline of 0.1 percentage points [1] - Operating expenses for the quarter were 5 billion yuan, a decrease of 14% year-on-year, with reductions in both R&D and sales, general, and administrative expenses [1] - The company achieved a net profit of 647 million yuan, a year-on-year increase of 9.4%, although its adjusted net profit of 1.014 billion yuan represented a 20.5% decline [1] Group 3 - In terms of vehicle deliveries, the company delivered 92,864 vehicles in Q1, a year-on-year increase of 15.5%, aligning with its guidance for the quarter [4] - Despite maintaining a strong delivery volume, the company fell to third place in sales among new energy vehicle manufacturers, overtaken by competitors [5][7] - In April, the company delivered 34,000 vehicles, while competitors delivered 41,000 and 35,000 vehicles, further solidifying its third-place position in the market [7]