新能源与智能化转型

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开启商用车新能源智慧新纪元 长安跨越“双星”上市
Zhong Guo Qi Che Bao Wang· 2025-09-30 07:38
9月29日,长安跨越在广州隆重举行"星塔·跨越星光"双车上市发布会,正式推出旗下两款全新平台车型——"星塔"与"跨越星光"。此次发布会不 仅标志着长安商用车在新能源、智能化、国际化战略下的重要落地,更展现出中国商用车企业从"制造"向"智造"转型的坚定步伐。 01 长安跨越"双星"上市 战略布局深化 长安跨越作为长安汽车集团商用车板块的核心力量,始终坚持以用户为中心,聚焦"电动化、智能化、国际化"三大战略主线。 在发布会中,中国长安汽车集团董事长朱华荣表示:"长安跨越是我们商用车战略的重要组成部分,更是值得用户信赖的伙伴。"此次"星塔"与"跨越星 光"的同步推出,不仅是产品矩阵的丰富,更是长安跨越面向未来物流运输生态的一次系统性回应。 长安汽车执行副总裁、长安跨越董事长彭陶在致辞中指出,在当前汽车产业加速向新能源与智能化转型的背景下,长安跨越依托26年商用车制造经验, 携手全球超过160万用户,致力于打造"低碳智能城镇专家"。数据显示,2025年1-8月,长安跨越实现销售10.6万辆,同比增长7.5%,新能源占比逐步提升, 出口业务持续增长,展现出强劲的市场竞争力。 跨越双星不仅仅是创新升级,更是重构,是集用户 ...
奇瑞汽车(09973):IPO点评报告
Guosen International· 2025-09-18 07:25
Investment Rating - The report assigns an IPO-specific rating of "5.6" to the company, indicating a favorable outlook compared to peers like Geely Automobile [9]. Core Insights - Chery Automobile is recognized as a leading passenger car manufacturer in China, with a strong brand matrix and significant growth potential in various market segments [1][3]. - The company has demonstrated impressive revenue growth, with projected revenues of 926.2 billion, 1,632.1 billion, and 2,699.0 billion yuan from 2022 to 2024, reflecting a compound annual growth rate (CAGR) of 70.7% [1]. - The global passenger car market is expected to grow at a CAGR of 3.5% from 2025 to 2030, with China's market showing a CAGR of 1.9% from 2019 to 2024 [2]. Company Overview - Chery Automobile was established in 1997 and is headquartered in Wuhu, China, with five distinct brands: Chery, Jetour, Exeed, iCAR, and Zhijie, catering to diverse customer needs [1]. - The company has been the top exporter of Chinese passenger cars since 2003, maintaining a strong international presence [1]. Industry Status and Outlook - The global passenger car industry is entering a mature phase, with total sales projected to reach 74.3 million units in 2024 and 100 million units by 2035 [2]. - The Chinese passenger car market is characterized by its size and dynamism, with sales expected to reach 22.7 million units in 2024 [2]. Strengths and Opportunities - Chery's diverse brand portfolio and strong R&D capabilities position it well for future technological advancements and market expansion [3]. - The company is noted for its global capabilities, making it one of the most prominent Chinese passenger car enterprises in international markets [3]. Weaknesses and Risks - The automotive market is highly competitive, with potential cyclical and volatile demand for new energy vehicles [4].