新能源车购置税减免

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7月车市增长6.3%,纯电小车成出口“新宠”
Xin Lang Cai Jing· 2025-08-08 13:17
6月起重庆、沈阳、郑州和洛阳等地已开始暂停汽车置换补贴,但随着7月底第三批国补资金的下拨,报废更新补贴政策继续推动着汽车终端市场的成交 量。 正是因为如此,尽管6月国内汽车市场已逐渐进入传统淡季,为了抢搭"国补"的末班车,大量消费者仍积极购车,车企和经销商也进行大量宣布,所以7月 车市热度不减。 8月8日乘联会公布的数据显示,7月国产狭义乘用车零售销量为182.6万辆,同比增长6.3%。与之前5个月的两位数相比,7月的增幅明显收窄,但超过182 万辆的销量再次创下同期历史新高,略高于2022年7月的181.8万辆,这已是今年5月以来的连续第3个月刷新纪录。 因此,7月自主车企依旧在头部车企的名单中占据大多数席位。 这使得今年前7个月国内国产狭义乘用车零售总销量达到1272.8万辆,同比增长10.1%。 与此同时,在市场需求和政策的推动下,国内的汽车经销商们积极增加库存,出口量也继续走高,是以7月国产乘用车的批发销量亦创下222.1万辆的历史 同期新高,今年批发总销量同比增长12.4%至1550.3万辆。 其中,7月国产乘用车(含整车与CKD)出口量达到47.5万辆,只略低于6月刚刚创下的单月历史新高48万辆, ...
一年后才能提YU7,雷军比粉丝更着急
虎嗅APP· 2025-07-06 13:23
Core Viewpoint - Xiaomi is facing significant challenges in ramping up production capacity for its new electric vehicle, the YU7, which has seen overwhelming demand leading to extended delivery times of up to a year for some models [3][4][6]. Production Capacity - The YU7 has a delivery time of 9 months to over a year, with the standard version estimated at 58-61 weeks and the Pro version at 51-54 weeks [3][4]. - Currently, all Xiaomi vehicles are produced at the first phase factory in Beijing, which has a designed annual capacity of 150,000 units but has been pushed to produce approximately 36,500 units annually, a 140% increase from its original plan [7][8]. - The second phase factory, set to be completed in mid-June, will also have a capacity of 150,000 units per year and is expected to start production in July or August [4][10]. Competitive Landscape - Competitors are actively trying to capture Xiaomi's potential customers during this production bottleneck, offering incentives such as cash bonuses for switching orders [5][14]. - The electric SUV market is highly competitive, with established players like Tesla and emerging brands like NIO and Xpeng vying for market share [5][19]. Market Dynamics - The upcoming reduction in tax incentives for electric vehicles in 2024 and 2025 could impact consumer purchasing decisions, potentially increasing the cost of the YU7 by over 10,000 yuan due to tax changes [6][24]. - Xiaomi's ambitious target of delivering 350,000 vehicles this year hinges on its ability to quickly resolve production capacity issues and fend off competitive pressures [6][13]. Production Challenges - Xiaomi's management acknowledges the production challenges and is actively working to improve capacity, with plans for a third factory in Wuhan and Shanghai still in the rumor stage [4][10]. - The YU7's production complexity is heightened by the fact that 90% of its components are newly developed, unlike Tesla's strategy of using shared parts across models [21][23]. Consumer Sentiment - Despite long wait times, Xiaomi's loyal customer base remains patient, but there are concerns that potential buyers may be deterred by the lengthy delivery periods [11][13]. - The brand's strong marketing and product appeal are crucial for retaining customers amidst fierce competition and production delays [23][24].
帮主郑重:A股613攻防战!三大信号暗示变盘窗口,这些板块暗藏机会
Sou Hu Cai Jing· 2025-06-13 01:03
Technical Analysis - The Shanghai Composite Index closed near the 3400-point mark, with resistance between 3390 and 3420 points, and support at 3360 points, indicating a critical testing phase for the market [3] - The MACD indicator shows a low-level oscillation, while the KDJ's J value is gradually increasing, suggesting potential upward momentum [3] - The trading volume of 1.3 trillion indicates market activity, but a stronger capital push is needed to break through key resistance levels [3] Policy Developments - The People's Bank of China reportedly announced a targeted reserve requirement ratio cut of 0.5%, releasing 200 billion yuan in long-term funds, which is beneficial for small banks and brokerage firms [3] - The Ministry of Finance aims to expedite the revision of the negative list for foreign investment, focusing on opening up the new energy and biopharmaceutical sectors, positively impacting companies like CATL and WuXi AppTec [3] - Rumors of an extension of the new energy vehicle purchase tax exemption could lead to a significant rebound in the entire new energy industry chain [3] Market News - Positive signals from US-China trade talks suggest a consensus on implementing the leaders' discussions, which is favorable for export chains and technology stocks [4] - Semiconductor sector gains momentum as SMIC improves its 14nm process yield to 95% and secures orders from Huawei [4] - Real estate policies are being enhanced, with cities like Suzhou and Nanjing offering "old-for-new" home purchase subsidies, benefiting leading real estate companies and home appliance sectors [4] Global Market Influence - US stock indices showed mixed results, with the S&P 500 and Nasdaq performing well, while the Dow Jones faced pressure from Boeing's incident and tariff threats [4] - European markets rose, with the DAX index increasing by 1.42%, contributing to positive global market sentiment [4] - The US dollar index fell by 0.72%, and the offshore yuan appreciated by 251 points, indicating growing international confidence in Chinese assets [4] Investment Strategy - The current A-share market is at a delicate turning point, supported by policy easing and positive news, but facing challenges from technical resistance and global uncertainties [5] - Long-term investors are advised to focus on two main lines: technology growth sectors like semiconductors and humanoid robots, and consumer recovery sectors such as duty-free, smart home, and beauty products [5] - High-dividend sectors like hydropower and highways can provide defensive support during market fluctuations [6]