近年来，合肥抢抓汽车产业电动化、智能化、网联化发展机遇，已形成"全链条布局、全类型车企、全 谱系车型、全价格区间"的汽车产业格局。目前，合肥集聚江淮、比亚迪（002594）、蔚来、大众、长 安、安凯等6家整车企业，拥有产业链企业近600家，产业集群效应凸显。 9月29日，2025合肥国际新能源汽车大会在合肥滨湖国际会展中心正式开幕。本次大会以"徽动全球一路 向前"为主题，会期为9月29日至10月5日，采取"1+1+N"形式，即举行1场新能源汽车大会、1场新能源 汽车展和N个汽车主题活动。 据悉，大会设置滨湖国际会展中心主会场及县区分会场，展会总面积超20万平方米，汇集超百个汽车品 牌、1000余款车型，集中展示新能源汽车与智能网联汽车整车、关键技术、产业配套及后市场服务等领 域的最新成果与前沿技术。 本次展出的汽车品牌丰富多元，涵盖全球超豪华、豪华、新势力、自主、合资、安徽本土品牌等。其 中，江淮汽车（600418）与华为联袂打造的超豪华智能电动旗舰尊界S800、蔚来新款ES8作为"合肥特 产"在开幕式上精彩亮相。 伴随着新能源汽车从电动化的上半场切换到智能化的下半场，创新成为抢占制高点的关键。合肥发挥科 创 ...

9月29日，2025合肥国际新能源汽车大会在合肥滨湖会展中心正式开幕。 伴随着新能源汽车从电动化的上半场切换到智能化的下半场，创新成为抢占制高点的关键。合肥发挥科 创优势，已与高校院所共建6家新型研发机构，拥有省级以上创新平台70家，半固态电池、智能座舱芯 片等技术全球领先。 2024年，合肥市新能源汽车产量137.6万辆，同比增长超八成，在地产量居全国城市首位。今年1~8月， 该市新能源汽车产量达79万辆，涵盖尊界S800、蔚来ES8、乐道L90、比亚迪秦、长安Lumin等多个热门 车型。 开幕式期间，中国城市新能源汽车产业智造活力指数发布，2025中国大学生方程式系列赛事发车仪式、 全国千县万镇新能源汽车消费季（安徽站）启动仪式同步举行。 据悉，本次大会将组织创新技术和需求发布会暨产业链供需对接会、后市场生态大会、车企参观交流活 动等，推动汽车产业链主企业与零部件企业深度合作，吸引外地、外资企业意向项目落地签约。 与此同时，大会将配套举办大学生方程式赛事、美食+老字号嘉年华、新能源汽车巡游等20余场汽车文 化生活主题活动，并与"超级皖""百戏入皖·星耀合肥"等活动联动赋能，拓展票根经济应用场景，推动 商文 ...

从成立就计划上市的阿维塔终于踏入资本市场的大门。 9月23日，有知情人士透露由长安、华为、宁德时代三方联合打造的阿维塔科技计划今年四季度向港交所递交上市申请，并拟于明年二季度完成上 市。同时，该知情人士透露，"公司目前处于（推进港股IPO进程）最后的准备阶段，最快或于10月交表。《国际金融报》记者向阿维塔方面求证，公司 方面表示并未无相关消息可对外透露。 吴迪 摄 销量完成不到四成 回溯阿维塔的上市之路，漫长且艰辛。 今年3月，阿维塔被曝出正考虑付刚上市并计划集资约10亿美元，彼时，阿维塔内部人士回应称，公司从成立开始就有独立上市的计划，但暂未有具 体的执行方案。 对此，原阿维塔CEO谭本宏也曾透露，阿维塔科技IPO会放在2025年左右，"现在没有这么着急，我们需要做一些兼顾和平衡。"事实上，自2021年阿 维塔正式更名后就开始了其融资路。 2021年至2023年间，公司先后完成3轮融资，累计融资金额近80亿元。其中，天使轮融资24.2亿元；A轮融资25.47亿元；B轮融资30亿元，投后估值近 200亿元。 最近的一轮融资发生在2024年12月，长安汽车及多方投资者向阿维塔增资合计111.01亿元，融资后估值 ...

Core Insights - Hongmeng Zhixing launched three new car models, including the Wanjie M9, M7, and the first SUV, Shangjie H5, during its autumn product launch event in Shenzhen [2] Group 1: Wanjie M9 - The Wanjie M9, now available in a new color "Silver Purple," continues to lead the sales in the 500,000 yuan and above segment, with cumulative deliveries exceeding 238,000 units [3][4] - The new Wanjie M9 offers two versions: the range-extended Ultra and the pure electric Ultra, priced at 559,800 yuan and 589,800 yuan respectively [4] - The vehicle features advanced functionalities such as gesture-controlled doors and a new intelligent welcome lighting system [4] Group 2: Wanjie M7 - The all-new Wanjie M7 was officially launched with a starting price of 279,800 yuan for the range-extended version and 319,800 yuan for the pure electric version [6] - The M7 has undergone significant upgrades across various aspects, including design, interior, and technology, with over 60 standard features [6] - Cumulative pre-orders for the new Wanjie M7 have surpassed 230,000 units, indicating strong market interest [6][7] Group 3: Shangjie H5 - The Shangjie H5, the first model from the Shangjie brand, was launched with a price range of 159,800 to 199,800 yuan, and has already received over 160,000 pre-orders [8][9] - The vehicle is equipped with the Hongmeng intelligent cockpit and offers six variants, including both pure electric and range-extended options [8] - Analysts predict that the Shangjie H5 will become a popular model in the 150,000 to 200,000 yuan segment, which is a significant part of the domestic passenger car market [10]

【导读】鸿蒙智行发布三款新车，问界 M9 、 M7 和尚界 H5 亮相 中国基金报记者 王建蔷 赛力斯汽车总裁何利扬在发布会上宣布，问界四大系列 M5 、 M7 、 M8 、 M9 汽车累计交 付量突破 80 万辆。 何利扬在发布会上还提到，问界 M9 和 M8 的市场表现尤为突出。问界 M9 凭借其旗舰定位 和卓越性能，累计交付量超过 23.8 万台，连续 17 个月在 50 万元以上价位段保持销量冠 军。而问界 M8 自上市以来，短短 5 个月累计交付量已超过 9 万辆，迅速成为 40 万元以上 价位段的销量冠军。 9 月 23 日晚间，鸿蒙智行秋季新品发布会于深圳举办。发布会上，三款明星车型重磅亮相并 发布，分别为五十万元级销冠问界 M9 推出的新颜色"银境紫"版本、全新问界 M7 、尚界首 款 SUV 尚界 H5 。 问界 M9 尊四座上市 M9 稳居 50 万元以上销冠 华为常务董事、终端 BG 董事长余承东宣布，问界 M9 银境紫新车正式发布，并新增尊四座 配置套装。 四座版提供增程 Ultra 和纯电 Ultra 两个版本，售价分别为 55.98 万元和 58.98 万元。 据介绍，作为问界 M ...

（编辑 袁冠琳） 证券日报网讯 英搏尔9月22日发布公告，在公司回答调研者提问时表示，公司在新能源动力系统领域仍 然占据主要市场份额，未来也将继续加大新能源业务投入以保持领先地位。同时，面对新能源汽车市场 智能化发展带来的总量销量变化，公司积极寻找新的增量赛道，相关研发及交流工作均在稳步推进中。 若公司在业务方面有相关进展，将及时向投资者披露。 ...

Group 1 - The ASEAN market is increasingly focused on electric vehicles (EVs) that are "electrified," "intelligent," and "cost-effective," presenting significant opportunities for Chinese EV manufacturers [1] - The International Energy Agency projects nearly a 50% increase in electric vehicle sales in Southeast Asia by 2024, indicating a growing acceptance of EVs among the local population [1] - SAIC-GM-Wuling has established a strong presence in the ASEAN market, with over 37% market share in Indonesia's EV sector, leveraging local production to reduce costs [1] Group 2 - Guangxi Automobile Group is actively expanding in ASEAN, with a new representative office in Vietnam focusing on market research and supply chain coordination [3] - Dongfeng Liuzhou Automobile Company has over 30 years of experience in the ASEAN market and plans to establish assembly plants in four countries, targeting a total production capacity of 30,000 units [3] - Dongfeng Liuzhou has introduced the new energy heavy truck, the Lingyu Wei 5, designed for long-distance logistics, featuring rapid charging capabilities and low energy consumption [4] Group 3 - SAIC-GM-Wuling is investing in high-cost performance models and collaborating with Huawei to advance smart driving technology [4] - Guangxi Automobile Group is innovating in the EV segment with customized services, showcasing the G050 micro electric logistics vehicle as a mobile coffee shop, catering to local preferences and enhancing accessibility [4]

享界S9采用大五座布局，总乘坐空间达1962mm，后排座椅一键放倒后可形成2.2米长的"露营空间"。后 备箱常规容积729L，拓展后达1677L，配合全车30个储物空间及内外双220V供电接口，可适配户外露 营、高尔夫装备装载、儿童用品收纳等场景。 技术配置上，享界S9T延续华为与北汽的合作模式，核心产品力集中在智能化与动力性能上。 来源：鸿蒙智行 智驾层面，新车首批搭载华为乾崑智驾ADS 4系统，全系标配36个高精度传感器，包含1个192线激光雷 达、3个高精度固态激光雷达、3个分布式4D毫米波雷达等。支持"车位到车位领航辅助（P2P 2.0）"和"自定义离车泊入"等功能。 官方数据显示，截至9月15日华为乾崑智驾累计辅助驾驶里程达40.2亿公里，辅助泊车次数超2.35亿次， 拥有大量的数据基础。 来源：鸿蒙智行 "多功能旅行车"细分领域在国内汽车市场长期处于小众范畴，因为消费者对其普遍存在着"空间利用率 不及SUV、场景适配性弱于轿车"的认知偏差。 近年来，随着新能源转型汽车市场正经历结构性变革，长期处于小众范畴的旅行车市场开始显现增长潜 力。不断有车企推出旅行车产品试水，如腾势Z9GT、蔚来ET5T等车 ...

Core Viewpoint - The electric vehicle (EV) market is shifting focus towards profitability, with major players setting clear targets for achieving positive earnings by the end of 2025, moving away from reliance on subsidies and external investments [1][2][4]. Group 1: Profitability Targets - NIO's founder, Li Bin, stated that the company must achieve quarterly profitability by Q4 2025, relying solely on operational capabilities [1]. - XPeng's founder, He Xiaopeng, also indicated that XPeng aims for profitability by Q4 2025 [2]. - Xiaomi's founder, Lei Jun, mentioned that losses in Xiaomi's automotive business are narrowing, with expectations to achieve profitability between Q3 and Q4 of this year [3]. Group 2: Current Financial Performance - Li Auto achieved a net profit of 1.1 billion yuan in Q2, while Leap Motor reported a net profit of 160 million yuan [6]. - Li Auto's revenue for Q2 was 30.2 billion yuan, a year-on-year decrease of 4.5%, with R&D and marketing expenses also declining [9]. - Leap Motor is in an expansion phase, with significant increases in marketing and R&D expenses, yet still maintaining profitability [8]. Group 3: Strategies for Profitability - Xiaomi is focusing on increasing revenue while also investing more, with automotive revenue reaching 20.6 billion yuan, more than double the previous year's figure [16]. - XPeng's revenue grew by 125.3% year-on-year, with a focus on smart technology investments while maintaining efficient R&D spending [21]. - NIO is implementing cost-cutting measures, with a significant reduction in sales and management expenses, aiming to narrow losses to 4.9 billion yuan in Q2 [25]. Group 4: Market Positioning and Challenges - Li Auto is facing challenges with declining sales and revenue, with a projected Q3 sales guidance of only 90,000 to 95,000 units, down from 111,000 in Q2 [11]. - NIO's strategy involves maintaining a pure electric model while facing challenges in scaling its battery swap stations, which require a significant vehicle ownership base to become profitable [40]. - Leap Motor and XPeng are working to diversify their brand identities beyond just "cost-performance" to enhance their market positioning [32]. Group 5: Future Outlook - The EV market is entering a mature phase, with companies focusing on transitioning to profitable operations while navigating technological advancements such as L3 autonomous driving [48]. - The success of new product launches will be critical, as failures could significantly impact a company's market position and viability [48].

Core Viewpoint - Lantu has successfully established itself in the competitive automotive market, achieving significant sales milestones with its model Lantu FREE+, which has become a top seller in the 300,000 RMB category for Chinese brands and ranks second in the 200,000-300,000 RMB hybrid SUV market [3][4][7]. Sales Performance - In the first week of September, Lantu FREE+ sold 1,080 units, maintaining its position as the best-selling Chinese model under 300,000 RMB [3][4]. - Since its launch on July 12, Lantu FREE+ has shown a steady increase in sales, achieving 5,239 units in August and ranking among the top three in the mid-large SUV category [4][5]. - Lantu has seen a 70% year-on-year increase in deliveries, with a total of 85,697 units expected in 2024 [22]. Product Development and Innovation - Lantu FREE+ features advanced technology, including Huawei's ADS 4.0 system and a comprehensive suite of sensors, enhancing driving safety and efficiency [11][12]. - The vehicle's design incorporates a multi-power ESSA architecture, providing a robust driving experience with adjustable suspension and high-performance powertrains [12][14]. - Lantu has focused on user feedback, integrating customer suggestions into product development, which has strengthened brand loyalty [20][18]. Strategic Partnerships - Lantu's collaboration with Huawei and Dongfeng has been pivotal, leveraging Huawei's technology and Dongfeng's manufacturing expertise to enhance product offerings [9][11]. - The partnership with Huawei has positioned Lantu FREE+ as a competitively priced, feature-rich vehicle in the market [9][14]. Market Positioning and Future Outlook - Lantu is set to go public through an introduction listing on the Hong Kong stock exchange, which will enhance its capital base for further development [22][24]. - The company aims to expand its market presence and brand recognition, focusing on electric, intelligent, and connected vehicle technologies [24][25]. - With continuous product innovation and strategic capital investment, Lantu is poised for significant growth in the high-end electric vehicle market [25].