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十年磨一剑,国产车决战特斯拉
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-31 10:29
决定造车前夕,小米汽车产品经理曾去小米公司停车场进行调研。当时,特斯拉Model Y尚未国产,小 米科技园1600多个车位中,"停放了超过100辆 Model 3",小米汽车人车家与智能产品负责人樊家麟回忆 到。 2021年3月,小米官宣下场造车,三年后小米SU7正式发布,15个月的时间积累了超过30万小米车主。 小米科技园停车场也换了模样,小米SU7代替特斯拉成为最多的车型。 这是新旧势力转换的一角缩影。10年前,特斯拉是全球新能源车企的标杆,其先后自研了集中式电子电 气架构、碳化硅芯片、自动驾驶技术,成为新能源技术的开荒者和领路人。Model Y 更是连续两年蝉联 全球汽车销冠,2023年,Model Y以122.3万辆的全球销量超越霸榜37年的丰田卡罗拉,成为全球单车型 销量冠军。 随着产业发展,中国品牌已适应了特斯拉的存在,并逐渐在配置、体验和价格上赶超,特斯拉却陷入煎 熬。 7月24日,特斯拉发布的二季度财报显示,其营收224.96亿美元,同比下滑12%,创下自2012年来最大 季度跌幅;新车交付量384122辆,较去年同期下降约13.5%,创史上最大单季跌幅。这份财报堪称特斯 拉十年来"最惨烈"的 ...
曾合作哪吒汽车,宁德时代滑板底盘公司开启首轮外部融资
经济观察报· 2025-07-31 10:24
Core Viewpoint - CATL is accelerating its skateboard chassis business, focusing on commercial vehicles and specific scenarios like Robotaxi, aiming for breakthroughs in the mid-to-low-end passenger car market [1][15]. Financing and Business Development - CATL's subsidiary, Times Intelligent, is in the process of raising 2 billion yuan in its first external financing round, with a pre-financing valuation of approximately 9 billion yuan [2]. - Times Intelligent, established in 2021, specializes in battery-centric skateboard chassis products and services, and is now opening up equity to external capital for the first time [2][3]. - The financing is driven by the need to alleviate financial pressure due to limited group funding and underperformance in expected sales from partnerships, particularly with Nezha Auto [5]. Technological Advancements - The skateboard chassis, known as CIIC, integrates battery and electric drive systems, allowing for a decoupled design that can adapt to various vehicle bodies [3]. - Recent collaborations with automakers like BAIC, JAC, and Changan Mazda are expected to yield new models by 2026-2027 [7]. Strategic Considerations - CATL's entry into the skateboard chassis market is motivated by the need to bundle its battery business and counteract declining growth rates in its core battery segment [7]. - The company's gross margin has decreased from 43.7% in 2016 to 24.4% in 2024, with market share dropping from 52.1% in 2021 to 43.4% in the first half of 2023 [7]. Market Challenges and Opportunities - The skateboard chassis concept, while historically facing challenges, is now seen as having potential due to its ability to shorten development cycles and reduce costs for electric vehicles [12][13]. - However, third-party chassis companies face challenges in gaining acceptance from traditional automakers, who may prefer to develop their own chassis for differentiation [14]. Future Prospects - CATL is targeting commercial vehicles, specific scenarios like Robotaxi, and cost-effective mid-to-low-end passenger cars as key areas for growth [15]. - A strategic partnership with T3 Mobility aims to advance the development of Robotaxi based on CATL's skateboard chassis platform [15].
20cm速递|反内卷驱动光伏估值修复,创业板新能源ETF华夏(159368)低位蓄力待涨
Mei Ri Jing Ji Xin Wen· 2025-07-31 10:13
7月31日早盘,A股三大股指震荡分化,创业板新能源ETF华夏(159368)小幅调整。持仓股震裕科 技领涨,帝尔激光、永贵电器、罗博特科、英搏尔等表现亮眼。 (责任编辑:张晓波 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com 银河证券认为,长期来看,国内外光伏增长稳健。短期看,产业链长期供需失衡,持续亏损,板块 筹码与基本面双底明确,光伏行业作为国内"反内卷"重点行业之一,政策纾困或技术迭代有望加速供给 出清,板块估值修复空间大。 创业板新能源ETF华夏(159368)是全市场首只上市跟踪创业板新能源指数的ETF基金,该指数主 要涵盖新能源和新能源汽车产业,涉及电池、光伏等多个细分领域,弹性大、成长性强,是专精特新聚 集地。此外,创业板新能源ETF华夏(159368)管理费率为0.15%,托管费率为0.05%,合计仅为 0.2%,同类产品费率最低档,助力大家"一键上车"快速把握投资机遇。如果看好未来新 ...
十年磨一剑,国产车决战特斯拉
21世纪经济报道· 2025-07-31 09:46
决定造车前夕,小米汽车产品经理曾去小米公司停车场进行调研。当时,特斯拉Mo d e l Y尚 未国产,小米科技园1 6 0 0多个车位中,"停放了超过1 0 0辆 Mo d e l 3 ",小米汽车人车家与智 能产品负责人樊家麟回忆到。 2 0 2 1年3月,小米官宣下场造车,三年后小米SU7正式发布,1 5个月的时间积累了超过3 0万 小米车主。小米科技园停车场也换了模样,小米SU7代替特斯拉成为最多的车型。 这是新旧势力转换的一角缩影。1 0年前,特斯拉是全球新能源车企的标杆,其先后自研了集 中式电子电气架构、碳化硅芯片、自动驾驶技术,成为新能源技术的开荒者和领路人。Mo d e l Y 更是连续两年蝉联全球汽车销冠,2 0 2 3年,Mo d e l Y以1 2 2 . 3万辆的全球销量超越霸榜3 7 年的丰田卡罗拉,成为全球单车型销量冠军。 随着产业发展,中国品牌已适应了特斯拉的存在,并逐渐在配置、体验和价格上赶超,特斯 拉却陷入煎熬。 7 月 2 4 日 , 特 斯 拉 发 布 的 二 季 度 财 报 显 示 , 其 营 收 2 2 4 . 9 6 亿 美 元 , 同 比 下 滑 1 2% , 创 ...
7月政治局会议学习体会:持续加力,落实落细,奋力实现圆满收官
Guoyuan Securities· 2025-07-31 09:16
Group 1 - The report highlights the positive assessment of the overall economic situation in the first half of the year, with GDP growth at 5.3% year-on-year, exceeding expectations [16][15][4] - Domestic demand has become the main driving force for economic growth, contributing 68.8% to GDP growth, with final consumption expenditure contributing 52% [20][4] - The fiscal policy has been proactive, with significant progress in local debt management, achieving nearly 90% of the bond issuance target by mid-year [30][4] Group 2 - The report emphasizes the need for detailed implementation of policies in the second half of the year, focusing on maintaining policy continuity and stability while enhancing flexibility and foresight [5][38] - The government aims to achieve a 5% economic growth target by increasing actual output rather than introducing new policies [5][38] - The report outlines the importance of the "14th Five-Year Plan" completion and the preparation for the "15th Five-Year Plan," which will guide long-term policy directions [49][5] Group 3 - The report discusses the focus on expanding consumer demand and improving social welfare, including the introduction of a child-rearing subsidy of 3,600 yuan per child per year [44][45] - It highlights the significance of technological innovation in leading new productive forces and the need to govern disorderly competition in industries [46][47] - The capital market is expected to maintain a stable upward trend, with efforts to enhance its attractiveness and inclusivity for investors [48][5]
重塑社会形象 提升上市公司多元社会价值
申万宏源研究· 2025-07-31 07:49
Core Viewpoint - The article emphasizes the importance of multi-dimensional social value for listed companies, highlighting the need for companies to reshape their social image and become long-term value creators by focusing on credit, green, cultural, and strategic values [1][2][3]. Group 1: Multi-Dimensional Social Value - Listed companies play a significant role as influential social entities, with their social behavior being a focal point of market attention [2]. - The evaluation of social value is multi-faceted, involving various stakeholders such as financial investors, employees, consumers, and non-profit organizations, each with different perspectives [2][3]. - The social value of listed companies is interconnected, forming a unified value system where credit value serves as the foundation [4]. Group 2: Enhancing Credit Value - Credit value reflects a company's ability and willingness to fulfill commitments, impacting its social trust capital [5]. - Companies should prioritize integrity and brand building to enhance credit value, addressing shortcomings in credit management and information disclosure [6][8]. - High-quality information disclosure is crucial for improving credit value, with companies encouraged to adopt transparent practices and actively communicate their values [8][9]. Group 3: Green Value Development - Green value is defined as a company's ability to transform ecological responsibilities into sustainable competitiveness through green technology innovation [10]. - The relationship between green ecological value and market performance is significant, with compliance to environmental standards becoming a new market entry barrier [11]. - Companies should integrate green technology investments into their strategic planning to balance short-term performance with long-term sustainability [12][13]. Group 4: Cultural Value Enhancement - Cultural value encompasses a company's ability to guide social cultural development and meet residents' quality of life needs [15][16]. - Companies face challenges in aligning their products and services with consumer demands for high-quality living, often lacking in cultural value management [17][18]. - To enhance cultural value, companies should focus on innovative offerings that resonate with consumer aspirations and cultural identity [19][20]. Group 5: Strategic Value Integration - Strategic value refers to a company's alignment with national development goals, leveraging core technologies and regional resources [21][22]. - Companies must actively integrate their strategies with national priorities to uncover new opportunities and expand their development space [23][24]. - Strategic resources associated with national policies can provide significant support for companies, enabling them to pursue new business avenues [25].
围绕比亚迪融链补链固链,济阳区引进新能源汽车配套项目20个
Qi Lu Wan Bao Wang· 2025-07-31 07:33
齐鲁晚报·齐鲁壹点 于泊升 7月31日,济南市政府新闻办召开"深入实施工业强市发展战略"主题系列新闻发布会的第8场—济阳区专 场,围绕"工业强区 产业为本 奋力开创工业经济高质量发展新局面"介绍有关情况,并回答记者提问。 会上,济阳区委副书记、区长王友进介绍,济阳区聚力抓龙头、延链条,产业能级实现跃升。食品饮料 产业集聚壮大,已汇聚旺旺、统一、康师傅、上好佳、迈大、金晔等国内外知名食品企业160家,食品 工业占全区工业产值超50%。其中,旺旺食品落户23年20次追加投资,成为旺旺集团在大陆规模最大、 效益最好的生产基地。济阳区延链配套有印刷包装、机械制造、检验检测等链群企业320家,构建起食 品制造、包装、机械、仓储物流等门类齐全的食品产业体系,被评为"全国十大食品工业强县""全省特 色优势食品产业强区"。 济阳区智能制造产业升级转型,深化"起步区建链、济阳区延链"产业融合路径,围绕比亚迪(002594) 融链补链固链,引进东风李尔等新能源汽车配套项目20个。作为中国液压升降平台之乡,济阳区着力推 动成立行业协会和标准体系建设,集聚全区491家企业抱团发展,其中,矗峰重工已跻身"全球高机制造 商20强"。同时 ...
中汽中心夏季测试开启,问界M8吐鲁番站测试中成绩优异
Qi Lu Wan Bao· 2025-07-31 06:09
齐鲁晚报•齐鲁壹点记者 戚淑军 一年一度的中汽中心夏季测试日前拉开帷幕,通过权威测试以验证车辆品质与可靠性。问界M8在平均温度达到40℃的 吐鲁番站参与测试,在高温纯电续驶里程、高温亏电油耗、高温充电、太阳辐射隔绝能力、空调热舒适性、强光AEB 及高温空气质量等核心科目中展现出稳定出色的成绩,凭借优异的实测数据顺利通过中汽夏测,进一步验证了其卓越 性能与可靠品质。 续航、油耗、充电,三大核心指标顺利通过高温考验 续航、油耗、充电作为消费者用车的核心元素,成为影响产品体验的重要环节。此次参加中汽夏测,问界M8也格外注 重测试这几方面的产品表现。在吐鲁番的酷热气温下,问界M8顺利通过高温纯电续驶里程、高温亏电油耗、高温充电 等测试科目,在三大核心指标上进一步检验了自身品质实力。 作为经济维度的重要指标,纯电续驶里程和亏电油耗的测试十分必要。虽然相比低温环境,电池在高温下更具活性, 但超过了临界点的高温也会大幅缩短电池的续航性能表现,而吐鲁番远超日常用车环境的极热氛围,成为检验续航能 力的最佳试验场。在测试中,问界M8搭载的53.4kWh大容量三元锂电池,性能释放表现非常稳定,品质极高的电池材 料在硬件上确保了电池 ...
独家丨智界 “双 7” 改款 9 月上市,鸿蒙智行迎来产品大月
晚点Auto· 2025-07-31 05:57
Core Viewpoint - The article discusses the upcoming launch of five new vehicles from Hongmeng Zhixing in September, highlighting the challenges faced by the Zhijie brand and the performance of the Wanjie series, which significantly influences the overall sales trajectory of Hongmeng Zhixing [2][4][7]. Group 1: Upcoming Vehicle Launches - Hongmeng Zhixing will launch five new models in September, including the all-new Wanjie M7, Xiangjie S9T, Shangjie H5, and updated Zhijie R7 and S7 [2][3]. - The updated Zhijie R7 is expected to align its intelligent driving hardware with the Wanjie M8, featuring Huawei ADS 4 and zero-gravity seats for both front seats [3][4]. Group 2: Sales Performance and Challenges - The Zhijie brand has faced fluctuating sales, with the Zhijie R7 experiencing a peak monthly sales of 16,000 units in December last year, but dropping to around 2,000 units by June this year [4]. - In June, Hongmeng Zhixing achieved a record monthly delivery of 52,700 vehicles, with Wanjie accounting for over 80% of sales at 46,000 units, while both Xiangjie and Zhijie sold less than 5,000 units each [4][11]. Group 3: Wanjie Series Performance - The Wanjie series, particularly the M8 and M9, has shown a rebound in sales after model updates, with the M8 pure electric version set to launch in August [7][8]. - The new Wanjie M7, based on the Seres Magic Cube platform, will feature a family design language and is expected to offer both pure electric and range-extended versions [8][9]. Group 4: New Model Features and Market Positioning - The upcoming Xiangjie S9T will be the first travel car from Hongmeng Zhixing, launching both pure electric and range-extended versions simultaneously, with a focus on high-end features [11]. - The Shangjie H5 is positioned as the lowest-priced model in the Hongmeng Zhixing lineup, expected to be priced between 150,000 to 250,000 yuan, and will feature the latest ADS 4 driving assistance system [12].
国家能源局:加快构建高质量充电基础设施
Zheng Quan Ri Bao Zhi Sheng· 2025-07-31 05:20
二是绿色低碳转型加速推进。新能源装机保持快速增长。继3月底全国风电、太阳能发电装机历史性超 过火电后,5月底非化石能源发电装机容量占比首次突破六成。今年上半年,风电、太阳能发电新增装 机规模较去年同期翻一番。 三是能源消费总体保持增长。全社会用电量增速企稳回升,4月份、5月份全社会用电量增速分别达到 4.7%、4.4%,6月份全社会用电量同比增长5.4%。天然气需求小幅增长,城镇燃气是主要拉动因素。成 品油消费延续负增长态势,新能源汽车和液化天然气(LNG)重卡对交通用油的替代效应持续显现。 7月31日,国家能源局召开例行新闻发布会,介绍上半年全国能源形势、可再生能源并网运行等有关情 况,发布《中国新型储能发展报告(2025)》并回答记者提问。 国家能源局发展规划司副司长邢翼腾表示,今年上半年,全国能源供应充足,供需总体宽松,能源结构 持续优化,新型能源体系建设加快推进,助力我国经济持续回升向好,主要有以下四个特点: 一是能源安全保障能力稳步提升。上半年,原煤生产平稳增长,规上工业原煤产量同比增长5.4%。油 气生产稳定增长,规上工业原油产量同比增长1.3%,规上工业天然气产量同比增长5.8%。扣除天数原 因 ...