● 龚梦泽 熊永红 7月11日，在乐道L90产品技术发布会后，蔚来创始人、董事长兼CEO李斌，蔚来联合创始人、总裁秦 力洪，蔚来高级副总裁、乐道汽车总裁沈斐一同接受了媒体群访。李斌表示，支撑乐道L90盈利性的首 要驱动力，来自蔚来在技术和规模效应驱动下的降本能力，"乐道的考核目标是实现经营利润，而非仅 仅追求销量。" 看好纯电路线 对当前市场热议的增程式技术路线，李斌表示："随着增程车电池越做越大，车内的油箱一年可能只用 一两次，用户每天实际上是在背着几百公斤的无效重量行驶在道路上。"在他看来，这不仅不符合经济 效益，也偏离了环保初衷。 据李斌介绍，支撑L90盈利性的首要驱动力，来自蔚来在技术和规模效应驱动下的降本能力。L90全系 搭载900V高压架构，这不仅提升了效能，也显著降低了线束用量。同时，通过应用蔚来自研的SiC功率 模块、高度集成化的热管理模块等关键技术整合设计，在保障性能的同时有效地降低了整车物料成本。 电池租赁模式成为另一关键环节。该模式通过将车电分离，一次性拉低了用户的购车门槛。蔚来通过长 期运营电池资产，在电池生命周期内实现价值最大化，创造增量收益。此外，与蔚来品牌平台共享驱动 电机，座椅 ...

Core Viewpoint - The stability of agriculture, rural areas, and farmers is crucial for overall national stability, with significant advancements in agricultural technology and rural consumption driving growth [1][2][3]. Group 1: Agricultural Production and Technology - Summer grain production reached 299.48 million tons, maintaining stability despite adverse weather conditions [1] - Agricultural modernization is primarily driven by technological advancements, with a focus on innovative practices and improved crop varieties [2][4] - The contribution of high-quality seeds to agricultural yield is increasing, with new varieties achieving record outputs [4] Group 2: Rural Consumption and Economic Growth - Rural residents' per capita consumption expenditure increased by 5.9% year-on-year in the first quarter, surpassing urban growth by 1.1 percentage points [7] - The introduction of new energy vehicles in rural areas is expected to create a market size of approximately 500 billion yuan by 2030, reflecting a shift in rural consumption patterns [8][9] Group 3: Rural Revitalization and Industry Development - The development of rural industries is essential for revitalization, with a focus on leveraging local resources to enhance income [10][12] - There are currently 4,068 specialized villages and towns for rural characteristic industries, indicating a structured approach to industry development [12] - The integration of poverty alleviation efforts with rural revitalization is a key focus, ensuring sustainable income growth for rural populations [13]

关注 「电动车公社」 和我们一起重新思考汽车 点一份外卖，需要1个小时。但如果说 一块新能源车的电池包，从下线到装进新车，只需要不到20分钟！ 你敢相信吗？ 前几天， 宁德时代 和 赛力斯 一起干了件很大胆的事， 他们把电池包产线直接建在了问界整车工厂里！ 他们管这个叫 "厂中厂" 。 过去主机厂跟电池厂下单电池，要包含包装、运输、仓储等中间环节，基本上要花费好几天，现在"即产即上"把中间环节的时间缩短了。 更关键的是，优质电池的产能可是香饽饽！ "厂中厂"最牛的地方就是 锁死产能 ，让两巨头绑得死死的，长期紧密合作。这比单纯节省物流环节，可重要多了。 这就好比，把米其林的大厨请到了家里，从此优质的电池出门左转就能直接装车。 可以说，这种模式对于新能源汽车现有的动力电池供应链体系来说，是一次颠覆式的创新。 大家好，这里是电动车公社的社长胡婷。今天这个视频我们就来聊聊，动力电池"厂中厂"模式究竟牛在哪？ 到底"关我们什么事"？ 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 01. 凭什么选宁德时代？ 相比之下，"独供"电池带来的质量统一性，更有利于车企生产整车质量的稳定可控。 更何况，现在消费者越来越 ...

Industry Information - CATL has commenced construction of a battery joint venture in Indonesia, with a total battery capacity expected to reach 15 GWh, sufficient to power 250,000 to 300,000 vehicles [8] - CATL's CTP 2.0 high-end battery pack production line has been launched at the Seres Super Factory, marking the first local production of battery systems for the AITO series models [8] - Anhui province has achieved a historic breakthrough in new energy vehicle production, with 613,300 units produced in the first five months of 2025, ranking first in the country [8] - Indonesia's President has expressed willingness to collaborate with Chinese partners to promote a comprehensive battery ecosystem project, aiming to make Indonesia the only Southeast Asian country capable of integrated battery production [9] - Gotion High-Tech reported a 71% year-on-year increase in global power battery installations, totaling 369.8 GWh from January to May 2025 [19] Policy Information - Shanghai is advancing a pilot program for the import of used key components for automotive R&D testing, aiming to enhance local automotive companies' R&D capabilities [22] - The Henan Provincial Automobile Association announced a subsidy of 3,000 yuan per vehicle for consumers purchasing new energy vehicles equipped with Huawei's HarmonyOS and Tuling platform [23] - Jinan has initiated its first round of automotive consumption subsidies for the second half of 2025, with a total subsidy amount of 12 million yuan [24] - Six ministries have issued a directive to promote the construction of charging and battery swapping facilities to support the development of new energy vehicles and power batteries [24] - The central government has implemented a set of national standards for electric vehicle battery swapping stations, effective from July 1, 2025, to facilitate the development of the battery swapping industry [27] Company Information - Ideal Auto has surpassed 15,000 supercharging piles and aims to achieve a layout of 4,000 supercharging stations by the end of 2025 [34] - Xiaomi Auto has opened 37 new stores in June, bringing the total to 335 across 92 cities, with plans to open 18 more in July [36] - Dongfeng Nissan's N7 electric sedan has exceeded 10,000 deliveries and has initiated its first OTA update [37] - Zhiji Auto has launched the industry's first tire blowout safety feature upgrade, enhancing vehicle stability during tire failures [39]

面对外界对蔚来汽车近千亿亏损的质疑，蔚来创始人李斌7月6日在直播中披露关键"底牌"："公司累计 600亿元研发投入全额计入当期费用。" 财务数据显示，自2019年至2025年第一季度，蔚来累计亏损925.92亿元。随着这一"全额费用化"策略的 传播，蔚来的财务策略与未来走向再度受到高度关注，2025年第四季度实现盈利的目标能否如期兑现？ 数据显示，蔚来近三年研发费用占营收比例维持在15%-20%区间，这一数据相比同行企业略高。这一差 异背后，除了蔚来未将研发投入资本化的因素外，还与自身经营特性相关。蔚来定位高端新能源汽车市 场，在技术研发上坚持高投入，同时相比行业头部企业，蔚来销量规模相对较小，导致研发费用分摊到 单车上的成本更高。 技术投入路径：芯片开放、换电调峰与产能布局 在技术创新与落地方面，李斌透露，蔚来自主研发的5纳米智驾芯片"神玑NX9031"将面向全行业开放。 他强调，该芯片具备强大的算法支撑能力，可满足未来10年智能驾驶算法的迭代需求，并达到车规级最 高安全标准。这一举措或为其开辟新的盈利增长点。 产能布局上，蔚来第三工厂（F3工厂）计划今年9月正式投产，将同时生产蔚来品牌以及子品牌乐道的 车 ...

Core Insights - The article highlights the rapid development of the new energy vehicle (NEV) industry in Anhui, showcasing companies like Jianghuai Automobile Group and NIO as leaders in technological innovation and production efficiency [1][2][3] Group 1: Technological Advancements - Jianghuai Automobile Group's "Zun Jie" super factory exemplifies the integration of advanced manufacturing technologies, with robots completing tasks such as car door installation in just 98 seconds [1] - NIO's advanced manufacturing facility utilizes self-developed algorithms, achieving 80% of manufacturing scenarios driven by AI decision-making [1][2] - The Zun Jie S800 model features cinema-level sound quality and personalized audio experiences, indicating a focus on enhancing user experience through technology [2] Group 2: Industry Growth and Performance - From January to May 2023, Anhui's automobile and NEV production reached 1.2357 million and 613,300 units respectively, ranking first in the nation [2] - The collaboration between Jianghuai and Huawei has led to the successful launch of the Zun Jie S800, with 6,500 pre-orders by the end of June, marking a significant entry into the luxury car market [3][4] Group 3: Collaborative Ecosystem - Anhui's NEV industry has developed a comprehensive supply chain covering vehicle manufacturing, battery technology, sales, maintenance, and recycling [2] - The partnership with Huawei enhances various aspects of vehicle development, including digital twin technology and supply chain integration [3] - NIO benefits from the Long Triangle integration, with over 90% of its supply chain partners located in the region and more than 50% of its customer base sourced from there [4] Group 4: Future Outlook - Anhui aims to establish itself as a significant player in the global NEV market, contributing to China's transition from a major automotive nation to a strong automotive nation [4]

2025年7月2日晚上8点，北京。 距离上一次直播正好三个月，雷军又一次坐在了镜头前。他戴着自家最新发布的小米AI眼镜，显得颇有几分科技感，但直播间的观众似乎更想看到那个 熟悉的、不戴眼镜的雷军。 "雷总不要戴眼镜了"，评论区里，一条建议被很多人点赞。 雷军看到了，他笑了笑，很自然地摘下了眼镜，说："既然大部分朋友们都建议我不戴，那我就不戴了。" 故事的高潮，发生在6月26日，小米首款SUV车型YU7的发布会上。 当晚，雷军公布了YU7的售价：25.35万元起。这是一个不低的价格，也是一个悬在他心头许久的问题。然而，市场的反应超出了所有人的预料，包括雷 军自己。 "三分钟，大定突破20万辆。" "一小时，大定突破28.9万辆。" 在7月2日的直播中，雷军回忆起看到这个数据的第一瞬间。"看到（三分钟）大定数据的第一时间我都愣住了，"他坦言，"看了好几遍才跟现场的人分 享。" 这不是修辞，而是一种真实的震惊。对于任何一家车企，这都是一个堪称奇迹的数字。小米汽车，这个刚刚成立四年，交付第一款车才几个月的新兵，再 一次用一种近乎野蛮的方式，搅动了整个行业的神经。紧接着，18小时后，小米汽车再次公布数据：不可撤销的锁单 ...

Core Viewpoint - The article highlights the significant growth in delivery numbers for the company, indicating a strong market position and potential for revenue growth in the upcoming quarters [1][5][8]. Delivery Performance - The company achieved a weekly delivery of 11,734 units, with M8 and M5 models showing steady increases, while M9 remained stable around 3,100 units [5]. - The order backlog stands at 69,000 units with a delivery cycle of approximately 2 months, indicating a healthy demand [5]. - The second quarter revenue is projected to be between 43 billion and 45 billion, with total deliveries expected to exceed 105,000 units [5]. Competitive Analysis - The company's weekly revenue gap with the second competitor has widened from 20 billion to 26 billion, with the company reaching a weekly revenue of 49.8 billion [8]. - Compared to competitors, the company's delivery numbers are on the rise, while another competitor, Li Auto, reported a year-on-year decline of 24% in deliveries [7][8]. Production Capacity - The production capacity for M9 and M8 has increased to a maximum of 8,800 units per week, reflecting a 10% improvement from the previous capacity of 8,000 units [1][5].

价格战打得火热，特斯拉却突然涨价 新能源汽车下半场，各品牌价格战打得火热，特斯拉却反其道而行之，突然宣布涨价，葫芦里究竟卖的什么药？ 7月1日，特斯拉中国官网官宣：两款车型Model 3/Y长续航版本迎来产品升级，Model 3长续航全轮驱动版CLTC续航增至753公里，百公里加速提升至3.8 秒，售价28.55万元起，上调1万元。 图源：特斯拉 而焕新Model Y长续航全轮驱动版CLTC续航增至750km，起售价保持31.35万元不变。 根据特斯拉所公布，Model 3长续航版及焕新Model Y长续航版搭载了新的电池包，电池可用度数没有变化，但采用了新的化学配方，并通过整车的优化， 提升了车辆的续航里程。同时，新电池会更加耐用。 此外，特斯拉还表示：7月31日前下单，可以享受5年零利息+8000保险补贴+8000车漆+免费升级31km续航里程等政策。并且，通过特斯拉车主引荐下订 还可"0元"选配星钻黑、珍珠白、冰河蓝等车漆。 消息发布后，特斯拉连登两个热搜榜，关注度可见一斑。 图源：微博截图 图源：微博截图 不少网友发表了看法，有博主质疑特斯拉这波操作表示："涨价是为了更好的降价，都是学之前的宝马，最后 ...

订阅新能源汽车动态 +订阅 跟踪芯片领域动态 +订阅 蔚来李斌：神玑NX9031芯片显著提升蔚来单车毛利率 金十数据7月1日讯，蔚来创始人、董事长、CEO李斌在社交媒体表示，蔚来世界模型NWM已经陆续推 送到ET9、新ES6、新EC6、新ET5和新ET5T上，这标志着蔚来自研的全球首颗车规级5纳米智驾芯片神 玑NX9031的应用性能达到设计目标，单颗神玑NX9031的性能相当于四颗英伟达Orin-X。 神玑NX9031 芯片上车会给单车成本带来1万元左右的成本优化，显著提升蔚来单车毛利率。 ...