Workflow
汽车机器人
icon
Search documents
汽车周观点:7月第4周乘用车环比+13.2%,继续看好汽车板块-20250804
Soochow Securities· 2025-08-04 02:58
Group 1 - The report indicates a positive outlook for the automotive sector, with a 13.2% week-on-week increase in passenger car insurance registrations, totaling 440,000 units for the week [2][52] - The report highlights the performance of various segments, with commercial trucks showing the best performance, while the overall automotive sector experienced a decline [2][18] - Key companies such as Xpeng Motors and Li Auto are launching new models, with Xpeng's new P7 debuting on August 6 and Li Auto's i8 set for delivery on August 20 [3][67] Group 2 - The report emphasizes the importance of electric vehicle (EV) penetration, with 236,000 units of new energy vehicles registered, reflecting a 10.5% increase week-on-week and a penetration rate of 53.7% [52] - The report projects that the domestic retail sales of passenger vehicles will reach 23.69 million units in 2025, representing a year-on-year growth of 4.1% [53] - The report outlines the expected growth in the heavy truck segment, forecasting 750,000 units in insurance registrations for 2025, a year-on-year increase of 24.9% [58] Group 3 - The report discusses the competitive landscape for intelligent driving technologies, predicting that L3 automation will reach a penetration rate of 27% by 2025, driven by companies like Tesla and Huawei [56] - The report notes that the domestic market is expected to see a 15% growth in vehicle sales in 2025, supported by policies promoting vehicle trade-ins [61] - The report highlights the strategic partnerships in the robotics sector, indicating a growing interest in humanoid robots and automation technologies [64][65]
极越危机全复盘:哭泣的 CEO、摇摆的百度与被欠款的吉利
晚点LatePost· 2024-12-12 15:45
晚点Auto . 以下文章来源于晚点Auto ,作者晚点团队 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 两大巨头联手打造的车企,如何一夜之间深陷危机? 文丨李梓楠 贺乾明 邱豪 魏冰 编辑丨 宋玮 龚方毅 夏一平和 5000 多名极越员工的一天 "公司最艰难的时候,没人承担,两个股东(百度和吉利)都没站出来。" 12 月 12 日下午两点半,极越 CEO 夏一平已经被数百名员工围在上海嘉定的极越总部会议室附近四个小时。 他反复强调自己是来解决问题的,绝对不会跑路。 极越员工陆续来到办公室,一部分人想搬走公司的固定资产抵扣拖欠的工资,另一些人来拿自己的物品, 以防被情绪激动的前同事顺走。当时办公室的微波炉已被人搬走,有人在群里提醒 "那是保洁公司的物 品。" 还有人想搬走冰箱,但被物业拦住, 要求出具购买证明。 晚上七点半,有员工发朋友圈称,"微波炉还在,兄弟们"。 直到晚上十点多,现场所有人都在等百度的人出现——百度确实有人来了,但不是管理层,而是买了极越 的普通员工,他们也想来维权,但被拦在大门外。门内是担心第二天人去楼空的供应商们,"这个点,饿 坏了"。 昨日夜里,极越员工内部 ...