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工信部:我国将进一步深化汽车产业开放合作;首批特斯拉车辆在印度开启交付丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-09-28 23:05
据央视新闻,工业和信息化部相关负责人日前表示,我国将进一步深化汽车产业开放合作,支持中外企 业在资本、技术、管理、人才等方面开展深层次、高水平的合作。由中国汽车工程学会、世界汽车工程 师学会联合会等发起的"世界新能源汽车发展组织"于9月27日正式成立,首批成员总计30个。 点评:我国汽车产业深化开放合作及世界新能源汽车发展组织的成立,为全球汽车产业格局注入新的活 力。这一举措将促进中外企业在资本、技术等领域的深度融合,为国内新能源汽车产业链带来更广阔的 国际合作空间。该组织的成立标志着中国在新能源汽车领域的话语权提升,有助于吸引更多国际资本关 注中国新能源汽车市场,为资本市场相关板块带来长期发展机遇。 NO.3 中秋国庆假期全国租车订单有望实现两位数以上增长 据央视新闻,9月28日,国务院新闻办公室举行新闻发布会,交通运输部副部长李扬表示,近年来,随 着综合交通运输体系不断完善和人民群众个性化出行需求的持续增长,租车成为公众出行的新选择。预 计今年中秋国庆假期,全国租车出行订单同比将有两位数以上增长。 丨 2025年9月29日星期一丨 NO.1 支付宝推出汽车行业首个"车机AI扫码支付"解决方案 据人民财讯, ...
上海南港码头外贸汽车吞吐量已超去年全年
Di Yi Cai Jing· 2025-09-27 05:00
随着外贸汽车吞吐量的增长,对滚装作业人员的需求也日益增加。洋山边检站执勤三队队长王振伟表示,为满足滚装业务增长需求,边检机关今年累计签发 临时上下外轮许可证1500多份。针对靠泊时间短、滚装作业量大的船舶,边检机关精简通关流程,在入境时一次性办结出境手续,重点提升"点对点"直航船 舶通关效率。与码头运营方和作业方商定"一船一策"作业方案,划分专属区域,优化监管方式 ,为船舶连续滚装作业提供安全有序的环境。 新能源汽车出海规模继续增长。摄影 / 吴新荣 上海南港码头作为重要的汽车进出口枢纽,外贸汽车吞吐量增长显著。截至9月26日,已有478600多辆外贸汽车经南港码头进出口,这一数据已超过去年全 年外贸汽车吞吐量(470300多辆)。其中进口44580多辆,出口434020多辆。 上海南港码头出口车辆主要销往亚洲、欧洲、非洲、大洋洲、南美洲、北美洲等36个国家和地区。四季度通常是汽车出口旺季,加上南港二期码头即将开通 外贸滚装业务,预计全年外贸汽车吞吐量增幅将十分可观。 南港二期码头即将开通外贸滚装业务,预计全年增幅可观。 9月26日下午3时,上海南港码头已开放外贸业务的一期码头5泊位上中国籍"安吉24"轮刚刚 ...
新技术伴生新模式 中国新能源汽车从“新”出海
Core Viewpoint - The article highlights the innovative transformation of China's electric vehicle (EV) industry as it expands into international markets, particularly through the deployment of intelligent driving technology in Peru's Chancay Port, marking a significant step in the globalization of Chinese EV companies [3][4][5]. Group 1: Industry Expansion - China's EV industry is experiencing a shift towards innovative overseas expansion, with a focus on autonomous driving technology and green logistics solutions [4][6]. - The Chancay Port project in Peru represents a collaboration between China and Peru, establishing South America's first green smart port, which enhances Peru's connectivity between land and sea [5][6]. - The introduction of 50 intelligent driving new energy trucks at Chancay Port signifies the first large-scale deployment of such vehicles for port operations outside China [5][6]. Group 2: Technological Advancements - The intelligent driving system developed by the company is recognized for its advanced capabilities in perception, planning, and control, achieving industry-leading standards [6]. - The system is designed to operate effectively in adverse weather conditions, ensuring stable performance in rain, fog, and dust [6]. - The autonomous trucks are capable of performing complex maneuvers with precision, surpassing human drivers in parking accuracy [6]. Group 3: Market Impact - The operational efficiency of Chancay Port has improved significantly, reducing shipping times from Peru to Asia from 35 days to approximately 23 days, thereby lowering logistics costs and enhancing international competitiveness [6]. - The success of the Chancay project has attracted international attention, with local employees expressing fascination with the autonomous vehicles, indicating a growing acceptance of EV technology in new markets [7]. - The article emphasizes the potential for Chinese EV companies to create new growth opportunities by embracing innovative overseas business models and fostering international partnerships [4][6][16]. Group 4: Broader Industry Trends - The article discusses the broader trend of Chinese automotive companies, including chip manufacturers, expanding their presence in international markets, with significant investments in local production facilities in Europe [9][10][11]. - The establishment of a European headquarters by a Chinese chip manufacturer signifies a strategic move to enhance local operational capabilities and support Chinese automakers in global markets [10]. - The article notes that the Chinese EV industry is evolving from simple vehicle exports to a comprehensive "full ecosystem" approach, including battery technology, smart driving systems, and localized production [15][16].
中欧班列(合肥)首趟JSQ笼车新能源整车专列发车
Zhong Guo Xin Wen Wang· 2025-09-22 11:29
中欧班列(合肥)首趟JSQ笼车新能源整车专列发车 中新网合肥9月22日电 (记者 赵强)中欧班列(合肥)首趟JSQ笼车(铁路运输汽车的一种专用车)新能源整车 专列22日从合肥北城铁路综合物流园下塘铁路专用线启程,满载290台"合肥造"新能源汽车,驶向哈萨 克斯坦阿拉木图和乌兹别克斯坦塔什干。 9月22日,中欧班列(合肥)首趟JSQ新能源整车专列发车。(无人机照片)(合肥物流控股集团有限公司 供图) 本次专列运输时间分别为16天和22天。合肥物流控股集团有限公司相关负责人介绍说,此次专列开行对 于打造合肥市新能源汽车出海新通道、有效降低企业物流成本、积极参与国际竞争,有着重要的意义。 今年以来,安徽省整车出口持续增长。今年上半年,安徽省汽车出口46.1万辆,继续保持中国第一。 据悉,自开行以来,中欧班列(合肥)已覆盖20个国家,累计发运量逾5300列,为安徽省进出口企业构建 了畅通欧亚的国际物流大通道。(完) 来源:中国新闻网 编辑:张澍楠 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号 ...
调研速递|比亚迪接受盛博等15家机构调研 海外销量等要点披露
Xin Lang Cai Jing· 2025-09-22 10:18
Group 1 - BYD conducted a specific audience research session at the Pentagon on September 19, revealing significant sales figures, with 373,626 vehicles sold in August 2025, including 371,501 passenger vehicles and 80,464 sold overseas, marking a year-on-year increase of 146.4% [1] - In the 2025 Fortune Global 500 list released on July 29, BYD ranked 91st, maintaining its position in the top 100 for four consecutive years, emphasizing its role as a global leader in the electric vehicle sector [1] - BYD's globalization strategy is accelerating, with over 470,000 passenger vehicles and pickups sold overseas in the first half of 2025, and significant milestones achieved, including the establishment of a European headquarters in Hungary and the launch of a factory in Brazil [1] Group 2 - On August 27, BYD announced its entry into the Argentine market, planning to launch a series of new energy vehicles and develop charging infrastructure, which will support the electrification of Argentina's automotive industry [2]
美股异动|小鹏汽车盘前涨超1% 1-8月小鹏境外交付量同比增长137%
Ge Long Hui· 2025-09-19 08:49
| XPEV 小鹏汽车 | | | | --- | --- | --- | | 21.290 ↓ -0.310 -1.44% | | 收盘价 09/18 15:59 美东 | | 21.630 + 0.340 +1.60% | | 盘前价 09/19 04:34 美东 | | 一 7 24 4 5 8 9 同 ♥ B 。 | | ● 快捷交易 | | 最高价 21.410 | | 开盘价 21.040 成交量 542.98万 | | 最低价 20.960 | 昨收价 21.600 | 成交额 1.15亿 | | 平均价 21.215 | 市盈率ITM 亏损 | 总市值 202.95亿 (…) | | 振 幅 2.08% | 市盈率(静) 亏损 | 总股本 9.53亿 | | 换手率 0.81% | 市净率 4.757 | 流通值 142.6亿 | | 52周最高 27.160 | 委 比 98.06% | 流通股 6.7亿 | | 52周最低 9.260 | 量 比 0.84 | 色 手 1股 | | 历史最高 74.490 | 股息ITM -- | 换股比率 2.00 | | 历史最低 6.180 | 股息 ...
加速出海、深耕本地,中国车企在欧洲打开新局
Zhong Guo Xin Wen Wang· 2025-09-15 14:59
Core Insights - Chinese electric vehicles are making significant inroads into the European market, particularly highlighted at the Munich Auto Show, where they showcased advanced models and technologies [1][3][4] Group 1: Market Presence - At the Munich Auto Show, China had the largest number of exhibitors among foreign participants, accounting for nearly one-third of the total, indicating a strong presence in the European automotive market [3] - Major Chinese automakers like Xpeng, GAC, and BYD are launching new models specifically designed for the European market, showcasing their commitment to local adaptation [1][4] Group 2: Strategic Shifts - Chinese automakers are shifting from a "domestic production + vehicle export" strategy to a more localized approach, emphasizing "in Europe, for Europe" to better integrate into the European market [4] - The focus is now on technological innovation rather than just competitive pricing, with Chinese companies emerging as technology leaders and standard-setters in the electric vehicle sector [5] Group 3: Investment Trends - According to a report by the Rhodium Group, in 2024, Chinese investments in the overseas electric vehicle sector are projected to reach $16 billion, surpassing domestic investments for the first time [6] - The battery sector is a significant focus, accounting for 74% of the total overseas investment in the Chinese electric vehicle industry, with companies like CATL leading the charge [6] Group 4: Export Growth - From January to August this year, China exported 4.292 million vehicles, a year-on-year increase of 13.7%, with electric vehicle exports reaching 1.532 million, up 87.3% [6] - The overseas expansion is expected to yield higher returns and strategic value for Chinese companies, marking a shift in the global automotive landscape [6][7]
中德车企慕尼黑对弈
Zhong Guo Xin Wen Wang· 2025-09-15 13:28
Core Insights - Chinese electric vehicles (EVs) are making significant inroads into the European market, particularly highlighted at the Munich Auto Show where they became the focal point [1][2][4] Group 1: Market Presence - At the Munich Auto Show, Chinese brands like Xpeng, GAC, and BYD showcased new models and announced production plans in Europe, indicating a strong commitment to the market [2][4] - China had the largest number of exhibitors after Germany, accounting for nearly one-third of foreign participants, showcasing a systematic approach to entering the European market [4] Group 2: Strategic Shifts - Chinese automakers are shifting from a "domestic production + vehicle export" model to a localized strategy, emphasizing "in Europe, for Europe" to better integrate into the European market [6][7] - This shift mirrors the earlier strategies of German automakers in China, indicating a role reversal in the global automotive landscape [7] Group 3: Technological Advancements - Chinese companies are transitioning from competing on price to focusing on technology, with significant innovations in battery and smart driving technologies [8][9] - Many foreign exhibits at the Munich Auto Show utilized Chinese technology, highlighting China's emerging role as a technology exporter and standard setter in the automotive industry [10] Group 4: Investment Trends - A report from Rhodium Group indicates that in 2024, China's overseas investment in the EV sector is projected to reach $16 billion, surpassing domestic investments for the first time [12] - The growth in overseas investment is reflected in the establishment of factories globally by Chinese automakers, such as Chery in Spain and Great Wall in Brazil [13] - Battery manufacturers are leading the charge in overseas investments, accounting for 74% of the total, driven by companies like CATL and others expanding their global footprint [13] Group 5: Challenges and Future Outlook - Despite the progress, challenges remain in local adaptation, compliance management, and operational efficiency as Chinese companies navigate deeper into international markets [14] - The structural transformation driven by technology, capital, and branding is redefining the competitive landscape of the global automotive industry [14]
车车科技(CCG.US)上半年新能源车险保费暴涨150%,股价三天飙升40%,加码全球出海计划
智通财经网· 2025-09-12 02:19
2025年8月28日,车车科技(CCG.US)发布2025年上半年未经审计财务报告。财报显示,车车科技 2025年上半年总保费规模达115亿元(约16亿美元),较上年同期的111亿元增长4%。 目前,公司已与15家主流新能源车企达成总对总战略合作,接入80家保险公司的保险产品,提供覆盖定 价、风控、投保、理赔及客户全生命周期管理的端到端数智化AI解决方案,协助车企实现保险产品的 创新与运营升级。 以小米、特斯拉、理想等主流品牌为例,车车科技为车企提供的线上化、智能化新车保险服务已全面取 代传统4S店内出单模式。平台峰值月服务新车出单量达10万辆,线上化出单率高达95%,其中车主通过 APP自助投保占比达87%。 更重要的是,新车型的全国交付周期也被大幅压缩。新车型从参数测试到可线上出单的周期,已由原来 的1-2周缩短至2-3天,显著提升车企交付效率。 中国的新能源汽车保有量未来3-5年将达到8000万至1亿辆,基于保险行业平均理赔率,预计将为公司带 来3-5亿元人民币的AI驱动解决方案和服务收入,显著提升公司的财务和运营结构。 据中信证券投资价值报告预测,2027年新能源车险市场规模将达2856亿元,较202 ...
电厂丨承接东风集团的希望,岚图上市有什么底气?
Xin Lang Cai Jing· 2025-09-02 07:18
Core Viewpoint - Dongfeng Group is betting its future on its electric vehicle brand, Voyah, as it announces plans for a public listing in Hong Kong and initiates privatization procedures, reflecting a significant shift in its capital market strategy [1] Group 1: Market Reaction and Performance - Following the announcement, Dongfeng Group's stock surged nearly 70%, reaching a peak of HKD 10.10, indicating strong market enthusiasm for electric vehicle brands despite existing sales gaps [1] - Voyah's projected delivery volume is expected to grow by approximately 70% year-on-year in 2024, with consistent monthly sales exceeding 10,000 units since 2025, which has garnered market recognition [1] Group 2: International Expansion Strategy - Voyah's listing in Hong Kong is anticipated to attract overseas capital, facilitating its export strategy, with plans to cover European markets by 2026 and expand to 60 countries by 2030 [2] - As of 2025, Voyah has exported 3,905 vehicles, with 99% of sales directed to Europe, particularly Russia, which accounts for 88% of its total export volume [4] Group 3: Market Positioning and Challenges - Voyah's choice to enter the European market is surprising given the preference for smaller vehicles among European consumers, as Voyah's models are generally larger than the best-selling electric vehicles in the region [6] - Despite the challenges, Europe remains an attractive market due to its advanced charging infrastructure and high acceptance of electric vehicles, presenting a significant market gap for Voyah [8] Group 4: Technological Advancements - Voyah emphasizes technological innovation and an internet-driven approach, launching the "Tianyuan Smart Architecture" aimed at L3 autonomous driving, integrating advanced features like steer-by-wire and distributed electric drive [10] - The introduction of the "Lanhai Smart Hybrid" technology positions Voyah among the industry's leaders, combining an 800V high-voltage system with a 63kWh battery, set to be available in new flagship models by late 2025 [13] Group 5: User-Centric Development - Voyah adopts a user-centric approach in vehicle development, involving customers in the design and testing phases, which has led to significant improvements in product iterations based on user feedback [15] - The rapid iteration process has resulted in strong sales performance, with the Voyah FREE+ model achieving over 10,000 pre-orders shortly after its launch, positioning it among the top three hybrid SUVs in its price range [15]