新能源汽车发展

Search documents
燃油车回春:短期效应还是逆风翻盘?
Zhong Guo Qi Che Bao Wang· 2025-10-10 01:24
风水轮流转,燃油车又支棱起来了。中国汽车工业协会(以下简称"中汽协")最新数据显示,8月国内传统燃油乘用车销量达到90.2万辆,同比增长 高达13.5%。这并非偶然的月度波动,而是燃油车市场销量连续第三个月保持增长。另一边,保时捷对产品结构进行了调整,部分电动车将推迟推出,更 多燃油车型或将问世。这看似并无相关的两则消息,其实反映了过去一段时间,一众车企在燃油车领域试图打一场"翻身仗"的决心,而销量的增长则是它 们不懈努力的阶段性成果。不过,这个阶段性的成果意义究竟有多大,它是市场变换中的短期效应,还是历经调整后的逆风翻盘,或许还需要打个问号。 燃油车销量下滑"踩刹车" 合资分化 自主崛起 事实上,燃油车的"回暖"早已有迹可循。若将时间线拉长,传统燃料汽车的销量已经在悄然释放积极信号。中汽协数据显示,2024年传统燃料汽车国 内销量为1398.9万辆,同比下滑17.3%。而今年1~8月,传统燃料汽车国内销量874.7万辆,同比仅下降0.3%。在近日举办的2025泰达汽车论坛上,国务院 发展研究中心市场经济研究所副所长王青也指出,燃油车今年出现了一个积极变化,即其对整体增长的负贡献明显缩小。2024年,从国内销 ...
只用了3年,中国人就把磷酸铁锂捧上了王座
Hu Xiu· 2025-10-04 00:04
如果你有计划买一辆新能源车,选磷酸铁锂电池还是三元锂电池,这几乎是人人绕不开的一个问题。 这搁前几年,还有个不成文的鄙视链,高端车清一色用三元锂电池,讲究的就是一个"尊",谁家旗舰车用了磷酸铁锂电池,估计得被键盘党们喷出粑粑 来。 而磷酸铁锂电池,几乎就是低端车、网约车的代名词,买这就约等于凑活用呗,还能咋的。 要知道,2019年的时候,三元锂电池的市占率一度占到了新车销售的65%,隐隐有种贵有贵的道理,咬咬牙也得上三元锂的感觉。 结果几年下来,时代变了,磷酸铁锂电池装车量超过了80%,三元锂已经被挤压到不到20%了。 如今车子价格高不高,品牌牛不牛都不妨碍用磷酸铁锂电池了。 你看隔壁一百来万的仰望U8、小米Yu7的标准版和Pro版都皈依磷酸铁锂电池神教了。 甚至还出现加价1万5,从三元锂电池"升级"成磷酸铁锂电池这样倒反天罡的事儿。 为什么才短短几年,磷酸铁锂电池就把曾经的绝代双骄三元锂打成了南慕容呢? 我们去简单研究了下,发现磷酸铁锂电池的逆袭之路还真不简单。 要说这两种电池最大的不同,首先就得聊聊它们的出身。 三元锂电池,听名字就知道,它的正极材料里有三种关键元素,通常是镍(Nickel)、钴(Coba ...
崔东树:1-8月中国占世界新能源车份额67.6% 纯电动车份额64.3%
智通财经网· 2025-10-02 00:29
Core Insights - The penetration rate of new energy vehicles (NEVs) is rapidly increasing globally, with China leading the market. By 2025, China's NEV penetration is expected to reach 67.6% of the global market share for passenger vehicles, maintaining a high share of 68.7% in July-August 2025 [1][2][3] - In the first eight months of 2025, global automobile sales reached 61.98 million units, with NEVs accounting for 13.82 million units, representing 28.2% of total sales, an increase of 1.9 percentage points from 2024 [1][3][6] - The disparity in NEV development among countries is significant, with China achieving a penetration rate of 48.2% in August 2025, while the US only reached 11.1% [2][24] Global NEV Trends - The global NEV market is projected to grow significantly, with the penetration rate expected to reach 24.4% by Q3 2025, up from 19.9% in 2024 [2][24] - In the first eight months of 2025, the global market share for pure electric vehicles was 15%, while plug-in hybrids accounted for 7.3% [6][10] - The sales of NEVs in Europe during the first eight months of 2025 reached 2.26 million units, a 26% increase year-on-year [2][23] Regional Performance - In the US, NEV sales reached 1.04 million units in the first eight months of 2025, with a growth rate of 9%, the lowest in recent years. However, August sales saw a 22% increase [2][25][22] - European NEV sales are recovering, with a notable increase in August 2025, where sales reached 224,000 units, a 29% year-on-year growth [2][23] - The overseas market for Chinese NEVs is also expanding, with the market share of Chinese brands in the overseas NEV market rising from 14.7% in 2024 to 18.8% in the first eight months of 2025 [15][18] Market Structure - The structure of the global NEV market is predominantly composed of narrow passenger vehicles, which accounted for 95% of total NEV sales in the first eight months of 2025 [7][8] - Among passenger NEVs, SUVs dominate the market with a 53% share, while sedans account for 39% [8][10] - The contribution of China to global NEV sales is substantial, with estimates indicating that China accounted for 71% of the global increase in NEV sales in the first eight months of 2025 [26]
钴又被庄家盯上了
Hu Xiu· 2025-09-30 09:35
Core Viewpoint - The article discusses the rising cobalt prices driven by government intervention in the Democratic Republic of Congo (DRC), which is expected to benefit the DRC government and impact the global electric vehicle (EV) market significantly. Group 1: Cobalt Market Dynamics - Cobalt prices have experienced two significant cycles of volatility since 2016 due to supply-demand mismatches [2] - From May 2022 to early 2025, cobalt prices entered a downward phase due to slowing demand for EVs and increased competition from lithium iron phosphate (LFP) batteries [4] - The DRC government has intervened in the cobalt market since 2025, controlling supply to create an upward price cycle [5][6] Group 2: Government Intervention - The DRC, as the largest cobalt supplier, accounted for over 75% of global cobalt supply in 2024, with reserves of 6 million tons [6] - The DRC government imposed temporary export bans on cobalt in 2025, leading to a price rebound of over 100% from its lowest point [7] - The DRC has extended the export ban and introduced a quota system, limiting exports to 9.66 million tons in 2026 and 2027, significantly below its production capacity [8] Group 3: Price Projections - Analysts predict that cobalt prices could reach between 400,000 to 500,000 yuan per ton due to the supply constraints imposed by the DRC government [8] - The global demand for cobalt is expected to grow, with projected requirements of 248,000 tons in 2025 and 329,000 tons in 2027, indicating a widening supply-demand gap [8] Group 4: Impact on Battery Technology - The rising cobalt prices are likely to negatively impact the nickel-cobalt-manganese (NCM) battery route while benefiting LFP battery manufacturers [18] - The cost increase in cobalt could lead to a rise of over 10,000 yuan in battery costs for each EV, affecting automaker profit margins and consumer choices [18] - Companies are exploring alternative battery technologies to reduce cobalt dependency, such as high-nickel low-cobalt batteries [19][20] Group 5: Recycling and Market Opportunities - Cobalt recycling companies are expected to benefit from rising prices, with companies like Greeenme's cobalt recycling business showing improved profitability [21] - The current cobalt price crisis serves as a catalyst for industry upgrades and a lesson for the Chinese EV sector [22] Group 6: Investment Opportunities - The DRC government's intervention in the cobalt market suggests a sustained upward price trend, making cobalt price tracking crucial for investors [23] - Historical performance of cobalt producers like Huayou Cobalt during previous price cycles may provide insights for current investment strategies [23]
崔东树:2025年8月中国占世界汽车份额38% 中国市场活力强、增速快
智通财经网· 2025-09-29 09:09
2025年8月的世界汽车销量达到760万台,同比增6%,环比7月下降1%。随着中国车市的持续走强,2025年8月世界车市较2018年8月峰值大幅超越,处历 年的峰值水平。2025年1-8月销量6198万台,同比增长6%。 在2018-2020年连续下滑后,2021年的世界主力国家汽车销量8135万台,同比增长4%,疫情后恢复表现较好。但2022年仅有8018万台,同比下降1%,仅稍 高于2020年销量。2023年的世界汽车销量达到8901万台,同比增长11%。2024年修正后的年度总销量9177万台,超越2019年,恢复到合理水平。 虽然世界汽车环境复杂,但2025年1-8月销量6198万台,超越2017年,恢复到高位水平,但仍低于2018年同期销量。 2、历年世界汽车销量走势 1、当月世界汽车销量走势 9月29日,乘联会秘书长崔东树发文称,2025年世界市场进一步分化,中国份额逐步回升。2025年初,随着两新补贴政策超强支出,导致中国汽车销量回 升,8月中国的世界份额回升到38%的较好水平,较去年提升4个百分点。 2025年8月的世界汽车销量达到760万台,同比增6%,环比7月下降1%。随着中国车市的持续走 ...
五年后燃油车渗透率只剩三成?2025世界新能源汽车大会划重点,中外车企抢着做同一件事
3 6 Ke· 2025-09-28 10:06
"当前,全球新能源汽车市场稳健增长,汽车产业电动化、智能化、低碳化转型和基础设施建设协调有序推进。要以能源转型、数智变革、低碳发展为契 机,持续扩大对外开放、优化营商环境,鼓励国内外汽车企业深化交流合作、创新合作方式,共同构建开放包容、合作融通、共同发展的汽车产业发展格 局。"在9月27日举办的2025世界新能源汽车大会上,中国科学技术协会主席、世界新能源汽车大会主席万钢呼吁,应积极培育新的产业价值增长极,让创 新科技发展成果更好惠及各国人民。 图片来源:主办方供图 据悉,2025世界新能源汽车大会以"产业变革与可持续发展"为主题,展览面积达1万平方米,集结了50多家全球新能源汽车领域企业,不仅有多款热门新 能源汽车集中亮相,还有动力电池、高级别自动驾驶、汽车芯片等前沿技术成果展示。 实际上,在政策推动下,国内新能源汽车市场成绩亮眼。乘联分会数据显示,今年1~8月,国内新能源乘用车累计批发销量约893.1万辆,同比增长 33.5%。其中,8月,国内新能源汽车厂商批发渗透率为52.2%,较2024年同期提升3.3个百分点。 2030年国内新能源渗透率有望达到70% "新能源汽车发展是一项系统性工程,既要突破电池 ...
立昂微2025年9月23日涨停分析:半导体硅片+功率器件+新能源汽车
Xin Lang Cai Jing· 2025-09-23 03:09
Core Viewpoint - Lianang Micro (sh605358) reached its daily limit on September 23, 2025, with a price of 30.04 yuan, marking a 10% increase and a total market capitalization of 20.168 billion yuan, driven by positive market conditions in the semiconductor and electric vehicle sectors [1][2]. Company Summary - Lianang Micro's main business includes semiconductor silicon wafers, power device chips, and compound semiconductor RF chips, with products such as 6-12 inch semiconductor polished wafers and silicon epitaxial wafers, widely used in communication and electric vehicle industries [2]. - The company is expected to benefit from the increasing demand for semiconductor products due to the ongoing development of communication technology and the expansion of the electric vehicle market, leading to positive performance expectations [2]. - Recent industry data indicates a recovery in the semiconductor sector, with prices for silicon wafers and power devices stabilizing and increasing, positioning Lianang Micro to capitalize on this industry rebound [2]. Industry Summary - The semiconductor industry is showing signs of recovery, with a gradual increase in demand for semiconductor products, which is beneficial for companies like Lianang Micro [2]. - The booming electric vehicle industry is driving strong demand for semiconductor power devices, further stimulating the growth of related businesses [2]. - On September 23, significant net inflows were observed in the semiconductor sector, with Lianang Micro attracting considerable attention and investment, supported by a strong technical momentum indicated by the MACD indicator [2].
连涨三个月 燃油车销量迎强势“复苏”
Huan Qiu Wang Zi Xun· 2025-09-22 03:33
来源:中国汽车报网 风水轮流转,燃油车销量近期迎来强势"复苏"。中国汽车工业协会最新数据显示,8月国内传统燃油乘 用车销量达到90.2万辆,同比增幅高达13.5%。这并非偶然的月度波动,而是燃油车市场销量连续第三 个月保持增长。 那么,燃油车打出的这场"翻身仗",究竟是市场变革中的短暂回光返照,还是历经调整后的强势复苏? 燃油车"回暖"有迹可循 事实上,燃油车的"回暖"早已有迹可循。 若将时间线拉长,传统燃料汽车的销量已经在悄然释放积极信号。中汽协数据显示,2024年传统燃料汽 车国内销量为1398.9万辆,同比下滑17.3%。而今年1—8月,传统燃料汽车国内销量874.7万辆,同比仅 下降0.3%。 年初,不少车企高管也公开表达了对燃油车的"不抛弃、不放弃"。长城汽车首席技术官吴会肖表示,由 于要考虑全球市场,以及国内还有一部分燃油车用户,长城汽车会继续在燃油车领域进行投入。 吉利汽车集团首席执行官淦家阅也强调:"吉利不会放弃燃油车市场,燃油车仍然是市场上一个非常重 要的组成部分,占比超过50%,有着非常大的市场占有量,公司仍然会在这一领域加强投入。" 宁波天天汽车贸易有限公司董事长马坚挺认为,燃油车抬头是 ...
汽车稳增长方案:2025年力争销量3230万辆左右 以旧换新、限购、账期被提及
Zhong Guo Jing Ying Bao· 2025-09-16 15:12
日前,工业和信息化部(以下简称"工信部")等八部门关于印发《汽车行业稳增长工作方案(2025—2026年)》的通知(以下简称《工作方案》)。《工作 方案》提出,2025年,力争实现全年汽车销量3230万辆左右,同比增长约3%。 工信部有关负责人就《工作方案》答记者问时指出:"《工作方案》从扩大国内消费、提升供给质量、优化发展环境、深化开放合作等4个维度,提出了15个 方面工作举措和3个方面保障措施,其中包含的细化措施有60余项。" 《中国经营报》记者关注到,工作举措中特别提到,"切实规范产业竞争秩序。加强成本调查和价格监测,强化产品生产一致性监督检查, 督促重点车企落 实好支付账期承诺。" 2025年,"以旧换新"政策实施以来成效显著。近日,商务部市场运行和消费促进司一级巡视员耿洪洲在"2025中国汽车产业发展(泰达)国际论坛"上表 示:"截至9月10日,今年汽车'以旧换新'申请量已经达到830万份。" 耿洪洲还表示:"商务部将大力提振消费,扩大国内需求。一是抓好汽车以旧换新政策落实,持续优化平台功能,让补贴资金及时、便捷直达消费者。二是 推进汽车流通消费改革试点走深走实,破除束缚汽车消费的限制性措施,推动从 ...
汽车行业迎政策“大礼包”,事关每一位车主!
Zheng Quan Ri Bao Wang· 2025-09-13 04:13
本报讯(记者郭冀川)据公众号"工信微报"9月13日消息,工业和信息化部等八部门近日联合印发《汽车 行业稳增长工作方案(2025—2026年)》(以下简称《工作方案》)。《工作方案》提出,2025年,力争实 现全年汽车销量3230万辆左右,同比增长约3%,其中新能源汽车销量1550万辆左右,同比增长约 20%;汽车出口保持稳定增长;汽车制造业增加值同比增长6%左右。2026年,行业运行保持稳中向好 发展态势,产业规模和质量效益进一步提升。 工业和信息化部装备工业一司介绍,汽车产业是国民经济的支柱产业,产业链长、涉及面广、带动性 强,发挥着工业经济稳增长的"压舱石"作用。在党中央坚强领导下,我国汽车产业连续三年实现稳定增 长,新能源汽车快速增长,转型升级发展取得显著成效。2024年,我国汽车销售完成3143.6万辆、同比 增长4.5%,其中新能源汽车销售完成1286.6万辆、同比增长35.5%,为宏观经济增长贡献了重要力量。 但也要看到,我国汽车产业发展面临的内外部环境日趋严峻复杂,海外竞争加剧,有效需求不足、无序 竞争等问题仍然存在,行业稳增长任务依然艰巨。出台《工作方案》即是为了在良好工作基础上,坚持 问题导 ...