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最年轻TOP10电池厂,如何打动大众和通用?
高工锂电· 2025-07-13 11:20
混动车型成为新能源增长的确定性入口,正力新能以前瞻布局与体系能力切入合资与新势力主机厂核 心供应链。 2025年以来,正力新能在插电/增程车型的配套市场上斩获颇丰。 继为上汽通用GL8陆尊PHEV、GL8陆尚PHEV提供动力电池并实现独家定点后, 6月其被曝中标 大众上汽ID.ERA全尺寸增程SUV项目,进入大众在华电池供应体系。 如果最终落地,正力将与宁 德时代、国轩高科、LG新能源一同,成为大众在华四大供应商。 与此同时,其电芯和电池包产品也在新势力品牌零跑首款全球化战略车型B10和广汽丰田铂智3X 等项目中实现配套。 混动赛道爆发是正力新能的市场"突进"传递出的最强烈信号,插电/增程将成为2025年动力电池 产业最明确的结构性增量方向。 合资品牌集体加速本土化,正将插电混动与增程式技术作为"油电转型"的现实解法。2025年以 来,包括上汽大众、广汽丰田、广汽本田、一汽丰田在内的合资车企纷纷加快插混和增程车型落 地,甚至奔驰、宝马也在酝酿增混产品方向。 值得追问的是, 为什么是正力新能,频繁出现在配套名单上? 这家2023、2024连续两年跻身国内动力电池装机TOP10的企业、是TOP10中最年轻的电池厂 ...
极氪混动首秀,林杰透露今年将有近100家代理渠道进入极氪网络
Guo Ji Jin Rong Bao· 2025-07-13 11:12
近日,极氪揭晓了其基于纯电架构打造的豪华电混专属架构——浩瀚-S,一同亮相的还有基于浩瀚-S架构打造的首款旗舰车型—9X。 作为旗下首款插混车型,9X的亮相也宣告了极氪正式进入混动市场。 早在成立初期,极氪便明确以纯电技术为核心,随后的多款车型都坚持这一原则,时任CEO安聪慧曾明确表态"无意涉足混动车型。" 孙婉秋摄 转折点出现在去年。彼时安聪慧在财报会上透露,公司正在开发全新的电混动力技术,主要针对大型SUV和MPV车型。 对此,极氪副总裁徐云在会后采访环节解释称,这是基于技术、用车场景、用户心理等多方面原因考虑。 由于基于900V 高压电混架构打造,9X也是全球混动 SUV 中纯电续航里程最长(CLTC 纯电续航 380km)、充电最快(SoC20%-80% 仅需 9 分钟)和加 速最快(零百加速最快 3.1 秒)的车型。在智能辅助驾驶方案上,该车应用了吉利体系目前最高版本千里浩瀚H9方案,全球首发双英伟达 Thor-U芯片,并 搭载5个激光雷达,号称面向L3级智驾方案。 和领克900、银河M9一样,极氪9X也是一款大六座SUV车型,吉利系的三箭齐发也让市场好奇这一细分赛道的发展。对此吉利汽车集团高级副总 ...
全球车市格局生变?“大而美”法案“扇动翅膀”,混动市场或迎“小阳春”
Hua Xia Shi Bao· 2025-07-11 22:41
当地时间7月4日,美国"大而美"法案(《税收与支出法案》)正式签署生效。翌日,特斯拉创始人、首 席执行官埃隆·马斯克(下称"马斯克")宣布新政党"美国党"成立。 马斯克过激的反应,说明"大而美"法案动了特斯拉的蛋糕。事实上,特朗普政府的确试图借助"大而 美"法案重塑美国汽车产业。当然,"大而美"法案对汽车业的影响不仅局限在美国,还对全球车市竞争 格局的走向都将产生深刻影响,蝴蝶效应比较明显。 轻电动汽车,重传统燃油车 根据"大而美"法案,原定持续至2032年的7500美元新车购置抵免,提前至2025年9月30日终止,直接削 弱消费者购买电动汽车的经济动力;2026年起,电动汽车需满足60%本土化组件比例(2030年提升至 100%),否则无法享受税收优惠,迫使车企加速美国本土化生产;电动汽车需缴纳250美元注册费,混 动车缴纳100美元,以弥补电动汽车不支付汽油税对公路信托基金的缺口。此外,"大而美"法案规定, 州政府仍可通过本地税收优惠推动电动化,如:加州保留零排放政策,但联邦层面补贴退坡削弱整体推 动力。 在新能源汽车基础设施建设方面,"大而美"法案取消拜登时期用于建设50万个充电桩的预算,阻碍充电 网络 ...
小米再曝 2 款新车,网友:又是爆款的节奏...
3 6 Ke· 2025-07-11 01:57
就在大家还在纠结是买小米 SU7 还是排长队等小米 YU7 交付的时候,这两天,有知名汽车博主放猛料了: 小米汽车两款全新车型谍照曝光! 雷总造车的速度,感觉比年轻人换手机还快啊! 一款是传说中的增程 SUV ;另一款则是神秘的两厢小车。 好家伙,小米这是要把 " 年轻人的第一台车 " 从轿车到 SUV 、再到增程全包圆的节奏啊! 我们来看看这两款新车什么情况? 根据汽车媒体在社交平台放出的谍照信息来看: 照片里不仅有小米首款增程 SUV 的实车伪装照,旁边还有一辆未见过的神秘小车; 而且还出现了已经发布的 SU7 和 YU7 ,有业内人士分析,其可能是改款车型或者性能版在测试。 当然,这次曝光的重头戏,还是小米首款增程 SUV 。 结合此前的爆料信息来看,这款车内部代号 " 昆仑 ",定位中大型六座 SUV ,车身长度略长于问界 M8 ,但高度更低,走的是低趴运动风。 汇总下与小米首款增程 SUV 相关的重点信息哈: 清晰可见的三排座椅,六座布局明显瞄准家庭用户;车顶凸起明显,大概率激光雷达等辅助驾驶硬件拉满; 增程式混动,按小米的调性,续航里程或有新突破;发布时间预计 2026 年上市。 例如理想 L 系 ...
极氪推出全新技术架构,实现混动领域技术突破
news flash· 2025-07-09 12:08
7月9日,极氪正式公布了"浩瀚-S"超级电混技术架构,首款车型为全尺寸豪华旗舰SUV极氪9X。据 悉,"浩瀚-S"是业内首个基于纯电架构打造的豪华电混专属架构,也是全球范围内第一个全栈900伏的 高压混动架构。基于"浩瀚-S"的超级电混,让极氪9X具备6C超快充能力,并拥有全球第一套混动兆瓦 电驱,全球混动SUV最长CLTC纯电续航达380公里。(Auto有范儿) ...
风云A9L上市,奇瑞提速新能源发展
Bei Jing Ri Bao Ke Hu Duan· 2025-07-09 04:32
Core Insights - Chery has launched the new Fengyun A9L model, marking a significant addition to its new energy vehicle lineup, with prices ranging from 139,900 to 197,900 yuan [1][3] Product Features - The Fengyun A9L targets the mid-to-high-end business vehicle market, emphasizing comfort and safety, with a spacious interior that offers C-class dimensions and D-class seating space [3] - The vehicle features advanced electric hybrid technology, with a maximum power of 470 kW and torque of 854 Nm, achieving 0-100 km/h acceleration in under 4 seconds [3] - The A9L boasts a pure electric range of 260 km and a total range exceeding 2,500 km, with rapid charging capabilities that allow charging from 30% to 80% in just 14.5 minutes [3] Intelligent Features - The Fengyun A9L is equipped with the Falcon Intelligent Driving Assistance System, which includes features like "trace back" in dead ends and automatic emergency braking at speeds up to 130 km/h [4] Company Performance - Chery reported a total sales volume of 1.26 million vehicles in the first half of the year, a year-on-year increase of 14.5%, with new energy vehicle sales reaching 359,000 units, up 98.6% [4] - The company also exported 550,000 vehicles in the same period, marking a 3.3% increase and maintaining its position as the top Chinese carmaker in exports [4]
林泰新材(920106):乘用车湿式纸基摩擦片国产先锋,混动放量+产能释放驱动高成长
Soochow Securities· 2025-07-06 15:17
林泰新材(920106) 证券研究报告·北交所公司深度报告·汽车零部件 乘用车湿式纸基摩擦片国产先锋,混动放量 +产能释放驱动高成长 买入(首次) | [Table_EPS] 盈利预测与估值 | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业总收入(百万元) | 206.56 | 312.58 | 433.80 | 608.18 | 915.45 | | 同比 | 17.33 | 51.33 | 38.78 | 40.20 | 50.52 | | 归母净利润(百万元) | 49.18 | 81.04 | 150.16 | 214.54 | 323.16 | | 同比 | 98.44 | 64.78 | 85.28 | 42.88 | 50.63 | | EPS-最新摊薄(元/股) | 0.88 | 1.45 | 2.69 | 3.84 | 5.79 | | P/E(现价&最新摊薄) | 123.04 | 74.67 | 40.30 | 28.21 | 18.73 | [Table_Tag] [ ...
中国距离飞机油电混动时代有多远?
Hu Xiu· 2025-07-05 02:11
Core Viewpoint - Electra, a small aircraft manufacturer, is preparing to submit a commercial license for its hybrid electric aircraft that requires only a 90-meter runway for takeoff, which has garnered significant interest in the civil aviation industry [1][20]. Group 1: Aircraft Specifications and Pricing - The EL2 prototype can carry two passengers and has been in flight testing for several months [4]. - The estimated price for the aircraft is around $10 million, but with industry-standard discounts, the price could be approximately half of that [5]. - The purchase and operational costs of this aircraft are about one-third of those of a helicopter [6]. Group 2: Technological Innovations - Electra's upcoming EL9 model is a hybrid electric short-range aircraft designed to seat nine passengers [8]. - The aircraft utilizes a technology called "airflow augmentation," featuring eight electric propellers mounted above the wings to generate lift [9]. - The takeoff speed is approximately 60 km/h, with a takeoff distance of only 45 meters [12]. Group 3: Market Context and Competitors - Other companies, such as Brazil's Moya Aero, are also developing hybrid electric aircraft, indicating a broader industry trend towards hybrid solutions due to limitations of pure electric systems [15]. - In China, the DF600 "Jinghong" hybrid aircraft was introduced, primarily targeting military applications [17][18]. - Various countries, including Sweden, are investing in hybrid electric aircraft development, signaling a global shift towards new energy aviation [19]. Group 4: Future Prospects and Challenges - Electra aims to have the EL9 commercially available by 2029, focusing on intercity short-haul flights [21]. - The operational model envisions seamless transitions from local takeoff points to major city airports, akin to a "high-speed rail + subway" system for aviation [22]. - The hybrid aircraft is seen as a promising solution for the small aircraft market, balancing the limitations of pure electric and traditional jet systems [20][26]. Group 5: Industry Barriers and Opportunities - Current challenges for hybrid aircraft include battery weight, which limits range, and the lengthy certification process for larger aircraft [30][33]. - The commercial viability of hybrid aircraft remains uncertain due to hidden costs associated with battery maintenance and infrastructure [34]. - However, the hybrid model is positioned to fill gaps in the Chinese aviation market, particularly in connecting smaller airports and supporting the "low-altitude economy" initiative [37][38]. Group 6: Competitive Advantages - China has a strong position in battery production, with six of the top ten global battery companies based in the country, which could benefit the hybrid aircraft sector [41]. - The advancements in battery technology from the electric vehicle industry may provide a competitive edge for Chinese companies in the hybrid aircraft market [42][43]. - The transition to hybrid aircraft is expected to be gradual, similar to the adoption of electric vehicles, rather than an overnight transformation [44].
代号“SEA-S”,极氪将发布全球首个全栈900V高压混动架构
news flash· 2025-07-04 02:57
Core Insights - Zeekr announced the launch of its new super electric hybrid architecture, Zeekr SEA-S, at the 9X technology conference on July 9 [1] - This architecture is the world's first luxury super electric hybrid architecture built on a pure electric platform and features a full-stack 900-volt high-voltage hybrid architecture [1] - The Zeekr SEA-S will introduce the first megawatt-level electric drive in the hybrid field [1]
2025年过半,纯电和混动之争该结束了吧?
3 6 Ke· 2025-07-03 01:56
"五一和十一长假期间出行,开的都是电车。补能问题其实不算个问题,你只要不头铁一个劲开,在需要到该充电的时候去充电就行了。" "我嘛,因为家里安了私桩,所以日常通勤都是用'纯电模式'了,就每周固定一两天切到'超级混动模式'保证发动机工况。但出远门的时候,我这里基本不 考虑什么补能的问题,到了点之后,有桩就充没桩就用油。" 作为一切都围绕着"车"这个主题工作的汽车媒体,公社编辑部日常交流的核心关键词就是汽车。 而上面这番对话,便是一周前的编辑会议上,笔者与公社的崔立文老师交流时,各自阐述对于纯电和混动车的使用态度。 没错,崔老师开的是纯电汽车,蔚来旗下的乐道L60。至于作者本人,可能有朋友读过以前推送的文章,记得是台领克08。 图丨去年6月末换车照片,谨此纪念左边这台服务了七年多的油车 站在2025年中这个时间点上,新能源与否早就不再是个问题。但在一些细枝末节上,争议仍旧继续存在。诸如"哪种新能源"这个问题。 本文选取崔老师和作者这两个第一手案例,站在车主的角度以非常主观的态度来看待问题。并不为了指出些或者甚至归纳出些什么,纯谈谈感受而已。 纯电出行,不再特殊 尽管类似《充一小时电排四小时队这锅,到底该谁来接》《 ...