Core Insights - Avita reported impressive sales figures, achieving 12,767 units sold in May, representing a year-on-year increase of 179%, marking a historical high and surpassing 10,000 units for three consecutive months [2] - The sustained sales growth is attributed to Avita's "four-car linkage" product strategy, with a cumulative sales figure of nearly 50,000 units from January to May and over 150,000 units since the brand's inception [3] Group 1: Sales Performance - In May, Avita's sales reached 12,767 units, a 179% increase year-on-year, and has maintained over 10,000 units sold for three consecutive months [2] - Cumulatively, Avita sold nearly 50,000 units from January to May, with total deliveries exceeding 150,000 units [3] Group 2: Product Strategy - Avita plans to launch the upgraded Avita 12, Avita 06, and Avita 07 by 2025, creating a complete product matrix covering the price range of 200,000 to 400,000 yuan [3] - The Avita 06 is positioned as "the first luxury car for young people," while the Avita 12 aims to meet high-end market demands with its attractive design and advanced technology [3] Group 3: Global Expansion - Avita has accelerated its global strategy, having made successful entries into ASEAN and Middle Eastern markets, with plans to cover 50 countries by 2025 and enter the European market by 2026 [3] - The brand's recent launch in Hong Kong and the limited edition Avita 012 showcase its commitment to establishing a presence in the international luxury market [3] Group 4: Technological Advancements - Avita integrates top-tier technology from partners like Huawei and CATL, achieving a 100% satisfaction rating in consumer surveys for its intelligent systems [4] - The brand's electric models utilize advanced battery technology, enhancing performance and charging speed, while the "Taihang Intelligent Control Chassis" improves ride comfort [4] Group 5: Marketing and Brand Awareness - Avita has engaged in innovative marketing strategies, such as collaborating with CATL and Mango TV to create a program that merges technology and culture, increasing brand visibility [4] - The brand's presence at the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show attracted significant attention, reinforcing its status as a leading new energy brand [4] Group 6: Future Plans - Avita aims to launch 17 new models, including SUVs, sports cars, and MPVs, by 2030, focusing on high aesthetics, intelligence, and value [6] - The company is positioned to become a benchmark brand in the high-end intelligent electric vehicle market, supported by its comprehensive capabilities in technology, channel development, and global strategy [6]

Core Viewpoint - The company is committed to enhancing its high-end electric vehicle brand, Xiangjie, in collaboration with Huawei, aiming to establish a strong presence in the luxury electric vehicle market [1][3]. Group 1: Brand Development and Strategy - Xiangjie is a high-end luxury brand co-developed with Huawei, with the first model, Xiangjie S9, set to launch in August 2024, targeting a price point around 300,000 yuan [1]. - The company has established a dedicated Xiangjie division to prioritize brand development and has adopted a "dual brand, dual model" strategy focusing on both Xiangjie and Jihu [3]. - Leadership from both BAIC Group and BAIC Blue Valley is actively involved in promoting the Xiangjie brand through various marketing events and product launches [3]. Group 2: Resource and R&D Investment - Significant resources have been allocated to ensure high manufacturing standards, with partnerships with Magna and Mercedes-Benz to enhance product quality and delivery capabilities [3]. - The company is prioritizing R&D for the Xiangjie brand, with over 1,200 engineers dedicated monthly to support development efforts in collaboration with Huawei [3][5]. Group 3: Sales and Market Expansion - The company plans to establish numerous Xiangjie user centers in first to third-tier cities by the end of the year to enhance market penetration [4]. - The sales strategy includes increasing the sales ratio of Xiangjie vehicles from 1:10 to approximately 1:3 compared to Jihu, alongside efforts to boost international sales [6]. Group 4: Financial Performance and Future Plans - In 2024, the company expects to achieve a revenue of 14.512 billion yuan, reflecting a year-on-year growth of 1.35%, while Q1 2024 revenue reached 3.773 billion yuan, up 150.75% [5][9]. - The company has outlined a three-year plan (2025-2027) focusing on sales volume, product mix optimization, cost reduction, and overall profitability improvement [5][6]. - Initial results from these strategies show a 151% increase in revenue in Q1, with an average selling price increase of 9,000 yuan and a 4.1 percentage point improvement in gross margin [9].

导 语：当前新能源车的竞争态势，对吉利体系明显没那么友好。 一个抓手 5月7日，吉利汽车控股有限公司（吉利汽车，00175.HK）公告称，公司于2025年5月7日向极氪 （ZK.US）提交非约束性报价函，建议私有化极氪。 吉利汽车目前持有极氪约65.7%的股份，在这一计划完成后，极氪将从纽交所退市，正式并入吉利 体系当中。 在报价函中，其购买价为每股极氪股份2.566美元或每股美国存托股票25.66美元。 该收购价，较极氪最近一个交易日价格溢价13.6%，较最近30个交易日平均交易价格溢价20%，且 十分接近极氪上市首日的开盘价26美元。 仅从这一价格上看，从上市到即将退市，当初抱有极大希望的极氪投资者在资本利得上没有获得什 么额外收获。 但无论怎样不甘心，相对于留在美股极其不确定的前景，没有付出多大代价就实现了私有化，也能 够被吉利所接受。 更何况，此刻的吉利集团，需要极氪这个抓手。 赛马与内斗 从各品牌市场表现来看，这些举措的实施，也确实相当迫切。 在吉利乘用车体系内，银河凭着"价格比比亚迪便宜点儿，配置比比亚迪高一点儿"的竞争策略，在 刚需市场大杀四方，2024年销量斩获超49万辆。 但在定位二十万元以 ...

【文/观察者网 张家栋 编辑/高莘】 4月23日，欧拉品牌以"经典新生"为主题亮相上海车展，并发布品牌未来产品规划与用户生态战略。 车展上，欧拉闪电猫旅行版首次亮相，该车型是欧拉基于多场景和个性化的用户需求，在现有产品基础 上拓展而来。 自2018年创立以来，欧拉一直被看作长城汽车布局新能源领域的先锋，凭借经典设计和智能科技，该品 牌也一度获得市场的认可。但此后随着小型、微型电动车市场的价格战，欧拉逐渐放弃了原有赛道，并 将目光转向彼时火热的女性市场。 然而，专注于单一市场，也令长城汽车在此后的纯电领域探索失去了利刃。2021年后，随着大量中国品 牌向电动化市场涌入，早早入局的欧拉却逐渐在单一市场中显得力不从心。 长城汽车首席增长官李瑞峰在本届车展表示，长城曾经在不同时间针对用户的需求打造不同的品牌定 义，但这些定义并非一成不变，而是将随着市场需求的变化产生改变。 而欧拉品牌此次的转变，或许便是长城为重塑集团整体调性，重新将欧拉整合到长城整体战略体系中的 一步。 在新的战略规划下，欧拉表示首先将在设计上坚持"审美独立"原则，以独特的复古美学设计语言，打造 出兼具精致与个性的城市出行座驾，在同质化严重的纯电市场 ...