Core Viewpoint - The rapid development of the new energy vehicle (NEV) market in Chengdu and the broader Southwest region of China is highlighted, with significant growth in sales and production, driven by favorable policies and market dynamics [3][4][7]. Group 1: Market Growth and Performance - As of June 2023, Chengdu's NEV ownership reached 1.08 million, leading non-restricted cities and achieving its 2025 target ahead of schedule [3]. - In 2024, Chengdu is projected to have a total vehicle sales of 665,000, with NEV sales reaching 309,000 and a penetration rate of nearly 50% [4]. - The NEV production in Sichuan province for the first half of 2023 was 144,000 units, accounting for 27.6% of the province's total vehicle production, a 16.2 percentage point increase year-on-year [4]. Group 2: Regional Market Dynamics - The Southwest region, including cities like Chongqing, Yunnan, and Guizhou, is experiencing rapid NEV sales growth, with Chongqing at 236,000 units (34% increase), Yunnan at 210,000 units (42% increase), and Guizhou at 184,000 units (44% increase) in 2024 [5]. - The Chengdu Auto Show serves as a critical platform for car manufacturers to gauge market preferences and adjust strategies based on consumer feedback [4][10]. Group 3: Policy Support and Incentives - The Sichuan provincial government has implemented a vehicle replacement subsidy program, offering up to 15,000 yuan for NEV purchases, contributing to a near double-digit growth in vehicle deliveries [6]. - Additional subsidies for vehicle replacement in Chongqing and during the Chengdu Auto Show are aimed at boosting NEV sales [6]. Group 4: Infrastructure Challenges - The rapid increase in NEVs has led to a shortage of charging infrastructure in the Southwest, with over 90% of charging stations concentrated in urban areas, particularly Chengdu [8]. - Plans are in place to build 2.93 million charging stations in Sichuan by 2030, addressing the imbalance in charging infrastructure [8]. Group 5: Technological Advancements - The Chengdu Auto Show showcased new charging technologies, including BYD's "Megawatt Flash Charge" and CATL's sodium-ion battery, aimed at enhancing charging efficiency and battery performance [9]. - Several extended-range models were introduced to alleviate range anxiety among consumers in the Southwest region, with notable features tailored to local climate conditions [9].

国内新能源汽车市场格局迎来新震动。上周(7月28日-8月3日)，蔚来公司以7,927台的周销量强势跃居行业第四 位，实现显著增长。其中，刚刚于上周正式上市并开启全国44城同步交付的全新车型——乐道L90表现尤为抢 眼，上市仅三天即交付1,976台，成功跻身大型SUV周销量榜TOP3。 蔚来乐道L90正以令人瞩目的开局引领蔚来品牌进入新一轮增长通道，其后续市场表现及对蔚来整体战略的提振 作用，将成为业界持续关注的焦点。 乐道L90热产、热销、热交的背后，是蔚来公司十年纯电技术积累打造的极致产品力与充换电基础设施布局，搭 配一步到位的实诚价格。 权威机构集体发声，看好蔚来前景 乐道L90的强劲市场表现也赢得了全球顶尖投资机构的高度评价。花旗研究在最新报告中指出，乐道L90是当前7 座纯电SUV市场中"性价比最佳的产品"。大和资本则强调，蔚来公司当前估值显著低于市场预期，乐道L90有望成 为推动蔚来销量增长和公司价值重估的关键引擎。此外，摩根士丹利、德意志银行、瑞银及中金公司（601995） 等多家权威机构均对L90的市场潜力及蔚来的未来发展前景给予了积极评价。 乐道L90的上市引发了市场热潮。凭借一步到位的精准定 ...