新能源汽车产能扩张

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岚图汽车7亿收购东风工厂扩产背后:月销不足万台、负债率达85% 东风系关联方斥资10亿再输血
Xin Lang Zheng Quan· 2025-08-15 08:48
出品:新浪财经上市公司研究院 据了解,该工厂年产能15万辆,可扩展至30万辆,将承接岚图FREE+与新款岚图知音的生产任务,以满足岚图2025年20万台的新车销售目标。 作者:昊 日前,武汉开发区国土规划局公示显示,岚图汽车以7.23亿元完成对东风武汉云峰工厂的收购。 公示信息显示,云峰汽车工厂位于武汉经济技术开发区117M1地块,原土地使用权人为东风汽车集团股份有限公司。市场普遍认为,岚图此举将增加产能, 以应对即将到来的产能瓶颈。 今年以来,岚图汽车销量保持较高增速,不过目前月均仍不足万台,其中岚图FREE换代后与竞品差距依然明显,主力车型梦想家已连续4个月环比滞涨,岚 图知音和岚图追光上市后月销更是低至几百台,换新后的销量前景未必如公司预期的乐观。 作为东风集团旗下高端电动乘用车品牌,岚图被寄予厚望。然而,由于持续亏损,经输血后的岚图目前负债率仍高达85%,7个月过去,全年销售目标也仅 完成34%。同时,岚图控股股东东风集团股份陷入巨亏后,业绩同比仍在下滑。 近期,"东风系"关联公司再向岚图汽车增资10亿,但此次输血后,岚图何时能够真正实现销量和业绩的根本性改善,还有待于市场检验。 7.23亿收购大股东 ...
小米景曦科技竞得亦庄工业用地,或为汽车三期项目布局
Ju Chao Zi Xun· 2025-06-22 13:43
Core Insights - Xiaomi Jingxi Technology Co., Ltd. successfully acquired a 485,100 square meter industrial land in Beijing for 635 million yuan, raising speculation about the potential planning of a third factory for Xiaomi's automotive division [2][3]. Group 1: Land Acquisition and Speculation - The newly acquired land is strategically located next to Xiaomi's second automotive factory, leading to widespread speculation about the planning of a third factory [3]. - Since announcing its entry into the automotive sector in 2022, Xiaomi has been under significant industry scrutiny, with the first factory covering 718,000 square meters and designed for an annual production capacity of 150,000 vehicles, which is set to commence production in 2024 [3][4]. - The second factory, also planned for an annual capacity of 150,000 vehicles, is currently in the equipment installation phase and is expected to be completed by mid-June this year [3][4]. Group 2: Production Capacity Expansion - Xiaomi's production capacity expansion plan has garnered considerable attention, with the successful operation of the first factory and the imminent completion of the second factory indicating rapid growth in the automotive manufacturing sector [4]. - If the third factory is confirmed, it will further solidify Xiaomi's position in the electric vehicle market, potentially increasing total production capacity to 450,000 vehicles per year [4]. - The land area acquired for the third factory is comparable to that of the first factory, suggesting ambitious plans for future expansion [4]. Group 3: Industry Impact and Future Outlook - The expansion of Xiaomi's production capacity is significant not only for the company but also for the broader electric vehicle market, as it is expected to enhance Xiaomi's market share [5]. - Xiaomi's technological advantages in smart driving and smart cockpit features are anticipated to provide consumers with more cost-effective and technologically advanced products [5]. - The news of the land acquisition has sparked increased expectations within the industry regarding Xiaomi's future development, highlighting the potential of tech giants in the electric vehicle sector [5][6].