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朱江明技术引领跑出700亿造车黑马 零跑汽车连夺新势力月冠出海加速
Chang Jiang Shang Bao· 2025-06-16 00:53
Core Insights - Leap Motor has significantly increased its sales, achieving a record of 45,067 units in May 2025, representing a growth rate of over 148% year-on-year, and has become the sales champion among new energy vehicle manufacturers for three consecutive months [1][6] - The company has officially entered the Hong Kong market with two models available for pre-sale, marking a step in its global expansion strategy [1][6] - Leap Motor's CEO, Zhu Jiangming, emphasizes a "fully self-research" strategy, with over 65% of core components being self-developed, which has effectively reduced vehicle costs and improved competitiveness [1][5] Company Overview - Leap Motor was founded in December 2015 by Zhu Jiangming, who transitioned from the security industry to the electric vehicle sector after recognizing the potential of smart vehicles [3][4] - The company faced initial challenges with its first model, the S01, which had high pricing and low sales, leading to a strategic shift in pricing and product development for subsequent models [5][6] - The second model, T03, was launched with a focus on high cost-performance, leading to significant sales growth [5] Financial Performance - In Q1 2025, Leap Motor reported revenue of 10.02 billion yuan, a year-on-year increase of 187.1%, with a gross margin of 14.90%, the highest in its history [6] - Although the company still reported a net loss of 130 million yuan, this was a significant reduction from a loss of 1.01 billion yuan in the same period the previous year [6][7] Market Position and Future Goals - Leap Motor aims to sell between 500,000 and 600,000 vehicles in 2025, with a long-term goal of reaching 1 million vehicles in three years and 4 million in six years [7][8] - The company has opened nearly 600 stores overseas, primarily in Europe, and is actively working on building its brand image in international markets [6][7]
独家丨哪吒汽车将被迫搬离上海新办公地 6月底前或将公布下一步处置方案
Mei Ri Jing Ji Xin Wen· 2025-06-12 15:45
每经记者|李星 孙桐桐 每经实习编辑|余婷婷 对于记者看到的恒生云谷在大门玻璃上张贴的"搬离"告示,上述哪吒汽车内部人士表示自己并不知情。"我今天早上去拿电脑的时候,还没看到有贴这个告 示。"该内部人士向记者透露,"哪吒汽车刚通知大家明天去公司拿东西。 " 离职员工:未按照仲裁规定时间支付工资 "还得交房贷,实在是没办法了。"一位参与申请薪酬支付的哪吒汽车离职员工说。 "合众新能源股份有限公司员工现已居家办公,目前正在办理搬离手续,现场已无该司人员。"6月12日,《每日经济新闻》记者在哪吒汽车位于上海市闵行 虹桥商务区的新办公室大门上看到上述告示内容,落款方为上海恒生云创科技发展有限公司(以下简称恒生云谷)。 图片来源:每经记者 孙桐桐 摄 这则告示意味着刚入住"新家"的哪吒汽车还要搬离。"我们是端午节后正式搬到这里来办公的,已经有一周多时间了。"6月12日,哪吒汽车相关工作人员向 记者透露。记者在现场看到,哪吒汽车的新办公室内已空无一人,只有个别工位上还有笔记本电脑和个人物品没有拿走。 就在6月11日,哪吒汽车经历了一次离职员工薪酬风波。"哪吒汽车目前租用的办公楼,是从别的企业转租过来的,大楼物业都不知情。 ...
新一轮新能源汽车下乡启动 124款车型入选
Zheng Quan Ri Bao· 2025-06-04 16:29
6月3日,工业和信息化部办公厅等五部门发布《关于开展2025年新能源汽车下乡活动的通知》(以下简 称《通知》),组织开展2025年新能源汽车下乡活动,加快补齐乡村地区新能源汽车消费使用短板,构 建绿色低碳、智能安全的乡村居民出行体系。 据悉,"新能源汽车下乡"的提法首次出现是在2020年,活动自启动以来,得到了各地政府、行业企业的 大力支持,有力支撑了全国新能源汽车销量快速增长。同时,也带动了农村地区汽车营销、服务网络以 及充换电基础设施的建设。 洪勇认为,新一轮新能源汽车下乡活动将利好新能源汽车制造业、充电设施建设和运营产业、售后服务 网络以及相关金融服务产业。同时,活动还将带动农村地区的就业增长和经济发展,为促进乡村振兴增 添新的活力。 2025年新能源汽车下乡活动共选取了124款新能源汽车车型,参与车型数量继续增长。《通知》还提 出,鼓励各类新能源汽车生产、销售、金融、充换电及售后服务等领域市场主体共同参与,结合以旧换 新、县域充换电设施补短板等政策工具,定制"购车优惠+用能支持+服务保障"一体化促销方案,健全 覆盖购车、用车、养车全周期售后服务网络。 从活动内容上看,此轮新能源汽车下乡将选取满足乡村地 ...
问界交付3.6万辆!零跑蝉联新势力第一!乐道销量创新高!丨5月新能源销量公布
电动车公社· 2025-06-01 16:12
Core Viewpoint - The electric vehicle market in May remains robust, with leading companies like BYD, Geely, and Chery implementing limited-time discounts to boost sales, while the overall sales landscape is experiencing fluctuations in rankings among brands [1][2]. Group 1: BYD Performance - BYD's total passenger car sales in May reached 376,930 units, with the Dynasty and Ocean series contributing 348,393 units, marking a year-on-year growth of 10.5% [2][5]. - The sales of BYD's Fangchengbao model surged by 418.2% year-on-year, while Tengshi and Yangwang also showed positive growth of 29.3% and minimal sales respectively [5][6]. - BYD's monthly sales have stabilized around 400,000 units, indicating a need for price adjustments to maintain its leading position amid increasing competition [8]. Group 2: Geely Performance - Geely's new energy vehicle sales in May totaled 138,021 units, with the Galaxy brand achieving over 100,000 units, demonstrating effective cost reduction strategies [9][10]. - The performance of Geely's Lynk and Zeekr brands is nearly equal, indicating a successful tiered strategy in its high-end market approach [12]. Group 3: Other Notable Performances - SAIC-GM-Wuling's new energy sales reached 74,201 units, reflecting strong demand for affordable electric vehicles [13][16]. - Leap Motor achieved a record delivery of 45,067 units, marking a year-on-year growth of over 148% [17][20]. - AITO's total deliveries in May were 44,454 units, with the M9 model contributing significantly to the overall performance [21][22]. - Li Auto delivered 40,856 units, showing steady growth amid increasing competition in the extended-range electric vehicle market [29]. - XPeng Motors reported 33,525 units delivered, with a year-on-year growth of 230%, continuing a trend of over 30,000 units for seven consecutive months [30][33]. - Great Wall Motors' new energy sales reached 32,638 units, benefiting from the launch of new models [35]. - NIO delivered 23,231 units, with a year-on-year growth of 13.1%, indicating a stable performance despite a quieter market presence [46][49]. - Changan's QiYuan brand delivered 18,899 units, showing effective penetration in lower-tier cities [52]. - BAIC's new energy sales reached 17,120 units, with its subsidiary, ARCFOX, achieving a record high of 13,509 units [54]. - Avita and Lantu both reported deliveries of 12,767 and 10,022 units respectively, indicating stable performance in the high-end segment [57][59].
刚刚,新能源车数据出炉!谁在掉队?
凤凰网财经· 2025-06-01 14:27
Core Viewpoint - The competition among domestic new energy vehicle manufacturers is intensifying, with significant changes expected in June and July as companies launch new products and enhance their delivery capabilities [2][9][19]. Group 1: Sales Performance - BYD reported May sales of 382,500 units, a year-on-year increase of 15.27%, with cumulative sales from January to May reaching 1.7634 million units, up 38.70% [1]. - Leap Motor achieved a record delivery of 45,067 units in May, marking a year-on-year growth of 148.10% and a month-on-month increase of 9.82% [3][4]. - Ideal Auto delivered 40,856 units in May, reflecting a year-on-year increase of 16.70% and a month-on-month increase of 20.38% [3][5]. - Xiaopeng Motors delivered over 28,000 units in May, failing to surpass the 30,000-unit mark for the third consecutive month [2][9]. - NIO's May delivery was 22,231 units, showing a year-on-year growth of 13.08% [13]. Group 2: Competitive Landscape - The new energy vehicle market is expected to see heightened competition, with several companies launching new products in May and June [2][9]. - Leap Motor's delivery volume has consistently ranked first among new car manufacturers for three consecutive months [4]. - Xiaopeng Motors has maintained a monthly delivery of over 30,000 units for seven consecutive months, with a May delivery of 33,525 units, up 230.43% year-on-year [19]. Group 3: Strategic Developments - Leap Motor emphasizes self-research in core technologies to maintain cost and quality advantages, launching the 2026 C10 model at a starting price of 122,800 yuan [5]. - Ideal Auto is focusing on expanding its charging network and preparing for the launch of its first pure electric SUV, the Ideal i8, in July [12]. - NIO is undergoing significant changes, with its second brand, Lido, achieving a delivery of 6,281 units in May, a month-on-month increase of 42.8% [18].
5月电车成绩单:极氪连续三个月月销超4万,鸿蒙智行交付破4.4万,小米汽车交付量超2.8万
Hua Er Jie Jian Wen· 2025-06-01 11:30
Core Insights - Multiple new energy vehicle companies reported their sales figures for May, showcasing significant growth across the sector [1] Group 1: Company Performance - Zeekr Technology achieved sales of 46,538 units in May, marking a year-on-year increase of 15.2% and a month-on-month increase of 12.6%, maintaining over 40,000 monthly sales for three consecutive months [2] - Leap Motor delivered 45,067 vehicles in May, with a growth rate exceeding 148%, solidifying its position as a leader among new car manufacturers [4] - Hongmeng Zhixing reported a record delivery of 44,454 vehicles in May, with significant contributions from various models including 15,481 units of the Aito M9 [6] - Li Auto delivered 40,856 vehicles in May, reflecting a year-on-year growth of 16.7%, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [9] - XPeng Motors delivered 33,525 vehicles in May, achieving a remarkable year-on-year growth of 230%, and has maintained over 30,000 deliveries for seven consecutive months [12] - Xiaomi Auto reported over 28,000 vehicle deliveries in May, while preparing for mass production of the Xiaomi YU7 [14] - NIO delivered 23,231 vehicles in May, with a year-on-year increase of 13.1%, bringing its total deliveries to 760,789 vehicles [16] - Avita achieved sales of 12,767 vehicles in May, a year-on-year increase of 179%, marking its third consecutive month of sales exceeding 10,000 units [17] - Lantu Auto reported sales of 10,022 vehicles in May, reflecting a year-on-year growth of 122% [19]
理性消费必选,零跑汽车5月交付达45067台,创历史新高!
Ge Long Hui· 2025-06-01 01:40
Group 1 - The core viewpoint of the news highlights that Leap Motor achieved a record high in vehicle deliveries in May 2025, with a total of 45,067 units delivered, representing a year-on-year growth of over 148%, maintaining its leading position among new car manufacturers for three consecutive months [1] - Leap Motor's strong growth in the mass-market electric vehicle sector reflects the brand's increasing reputation and product competitiveness in the context of rational consumer trends [1] - The founder and CEO of Leap Motor, Zhu Jiangming, emphasized the importance of in-house technology development since the company's inception in 2015, which has led to controllable costs and quality advantages, allowing consumers to enjoy high-quality products at lower prices [4] Group 2 - The 2026 model Leap C10 was officially launched on May 15, featuring high-end configurations such as an 800V high-voltage platform and laser radar-assisted driving, aimed at redefining the value baseline for family SUVs in the 140,000 RMB market segment [6] - The Leap C11, which has been a best-seller for four years, has surpassed cumulative sales of 250,000 units, showcasing a trend of "reverse internet celebrity" with its superior product quality [8] - Looking ahead, Leap Motor plans to continue focusing on user-centric strategies, enhance brand value, innovate technology, and accelerate internationalization to create more value for users and improve their overall experience [8]
“极客”何小鹏回归
财富FORTUNE· 2025-05-30 11:01
Core Viewpoint - He Xiaopeng has transformed from an internet technology enthusiast to a manufacturing-oriented CEO, focusing on the technological core of XPeng Motors as it emerges from a challenging period in the Chinese electric vehicle market [1][5] Group 1: Technological Advancements - The launch of the MONA M03 Max, priced under 130,000 yuan, features dual NVIDIA Orin-X chips and 27 visual sensors, enabling advanced navigation assistance capabilities [1] - High computing power is essential for intelligent driving, allowing real-time processing of complex road conditions and enhancing safety and efficiency [2] - XPeng aims to achieve L4-level autonomous driving by 2025-2030, marking a significant era for smart vehicles [2] Group 2: Market Strategy and Performance - XPeng's "increase features and decrease prices" strategy has led to the MONA M03 series achieving 100,000 units in just seven months, with a 330% year-on-year increase in total deliveries [2][3] - The average selling price of vehicles dropped to 153,000 yuan, resulting in a slight revenue decline, but gross margin reached a record high of 15.6% [3] - The company aims for profitability by Q4 and plans to double annual sales, with new models set to launch quarterly in 2025 [3][4] Group 3: Growth Opportunities - XPeng has identified three growth curves: AI-driven vehicles focusing on smart features and cost-effectiveness, international expansion with a 370% increase in overseas sales, and humanoid robots with plans for a 2026 launch [4] - XPeng's collaboration with Volkswagen has generated 462 million yuan in revenue, with plans for a joint vehicle launch within 24 months [5] Group 4: Challenges and Future Outlook - XPeng faces scrutiny regarding its market response, technological leadership, and international expansion, particularly in demonstrating compliance with local regulations [6] - The shift from a technology-centric approach to a customer-oriented strategy has been pivotal for XPeng's evolution, emphasizing cost control and product pricing [5][6]
北汽蓝谷业绩说明会:“极狐+享界”双品牌发力 力争跻身头部阵营
Zheng Quan Ri Bao Wang· 2025-05-29 13:02
Core Viewpoint - Beiqi Blue Valley has established a dual-brand strategy with "Extreme Fox" targeting the mid-to-high-end market and "Enjoy" as a high-end luxury brand developed in collaboration with Huawei, aiming for significant growth in the new energy vehicle sector by 2027 [1][2]. Group 1: Brand Strategy - The "Extreme Fox" brand is positioned in the 100,000 to 300,000 yuan range and is expected to be the main driver for scale effects [1]. - The "Enjoy" brand is a collaboration with Huawei, focusing on high-end technology and luxury, and is central to Beiqi Group's strategy in the high-end new energy vehicle market [1][2]. - Beiqi Blue Valley has committed to an "all in Enjoy" approach, emphasizing organizational structure, resource allocation, R&D investment, channel development, and brand co-construction [2]. Group 2: Sales and Growth Targets - In 2024, Beiqi Blue Valley achieved sales of 113,860 units, a year-on-year increase of 23.53%, with the Extreme Fox brand alone selling 81,017 units, up 169.91% [4]. - The company aims to sell 500,000 units of the Extreme Fox brand by 2027 and establish the Enjoy brand among the top luxury new energy vehicles [1][4]. - In 2025, the company plans to add over 80 new stores, achieving 100% coverage in tier-three cities and over 85% in tier-one to tier-five cities [4]. Group 3: Product Development - Multiple new models under both the Enjoy and Extreme Fox brands are set to launch in 2025, including pure electric and range-extended vehicles, with a target monthly sales volume of 20,000 units for the fourth quarter [5]. - The company is focusing on enhancing its product offerings through collaboration with Huawei in areas such as smart driving and vehicle technology [4][5]. Group 4: Profitability Improvement - Beiqi Blue Valley is prioritizing profitability, with a strict roadmap for improvement, emphasizing scale as a key factor for cost reduction and efficiency [6]. - The company aims to optimize its product mix to increase the proportion of high-margin products, targeting a sales ratio of 1:3 between Enjoy and Extreme Fox brands in 2025 [6]. - Efforts to reduce costs will include material savings, management, and marketing expenses, while also increasing the self-manufacturing ratio of certain components [6][7]. Group 5: Financial Performance - In the first quarter of the current year, Beiqi Blue Valley reported a revenue increase of 151% year-on-year, with an average selling price per vehicle rising by 8,000 yuan [7]. - The gross margin improved by 4.1 percentage points compared to 2024, and the company is working towards achieving positive gross profit, operating cash flow, and net profit [7].
5.21犀牛财经早报:多只北交所主题基金打出“限购牌” 叮咚买菜供应链规划总监获刑
Xi Niu Cai Jing· 2025-05-21 01:39
Group 1 - Multiple high-performing North Exchange theme funds have implemented purchase limits to maintain strategy effectiveness and protect investor interests [1] - Nearly 80% of North Exchange theme funds have seen net value growth exceeding 30% year-to-date, with many products ranking high in their categories [1] - Public quantitative index-enhanced funds have capitalized on market volatility, with nearly 80% outperforming their benchmarks [1][2] Group 2 - In the low interest rate environment, many macro-strategy private equity firms are favoring equity assets over bonds, particularly in Hong Kong's internet and dividend stocks [2] - The first quarter of 2025 saw significant differentiation in the Chinese electric vehicle sector, with XPeng leading in deliveries and revenue growth, while Li Auto and NIO faced challenges [2] - XPeng delivered 94,000 vehicles, projecting revenue between 15.19 billion to 15.7 billion yuan, a year-on-year increase of 132% to 139.8% [2] Group 3 - The successful completion of China's first closed-loop spinal cord nerve interface implantation surgery marks a significant breakthrough in the field, potentially benefiting 3.7 million spinal injury patients [3] - Several AI applications have been reported for illegally collecting and using personal information, highlighting regulatory concerns in the tech industry [3] Group 4 - The development of the AI Pro chip by the Technical University of Munich features a brain-like architecture for local computation, enhancing network security and energy efficiency [5] - Rongxin Zhiyuan has completed seed round financing to accelerate the integration of AI computing architecture with domestic chip technology [5] - Weiqi Intelligent has secured a new round of financing to advance large model technology and its application across various industries [5] Group 5 - Dingdong Maicai's supply chain planning director was sentenced to 18 months in prison for accepting bribes totaling 950,000 yuan, facilitating warehouse leasing contracts worth over 300 million yuan [6] - Country Garden received disciplinary action from the Shanghai Stock Exchange for failing to timely disclose its mid-year report for 2024, leading to public reprimands for its executives [7] Group 6 - Shenzhen Morning Light Dairy faced consumer backlash over its "供港壹号牛奶" branding, with claims that the product is not actually sold in Hong Kong [8][9] - Former Midea Group vice president Yin Bitong has joined Hisense Group as the president of the air conditioning division [9] - Demais has announced a suspension of trading as its controlling shareholder plans to change the company's control [9] Group 7 - U.S. stock indices closed lower, with the S&P 500 ending a six-day winning streak, influenced by declines in major tech stocks following Google's developer conference [10] - The Japanese bond market is underperforming, contributing to increased sensitivity to interest rate fluctuations [11] - The U.S. dollar weakened while Bitcoin surged past $3000, reaching a four-month high, driven by risk-averse sentiment [12]