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2025蔚来日活动成功举办 全新ES8与ET9地平线特别版同步上市
Zheng Quan Ri Bao Wang· 2025-09-21 11:02
ET9地平线特别版双色车身设计,灵感源自蔚来Logo寓意,上半部分承载天空与愿景,下半部分锚定大 地与行动,天地双色完美交融,大气磅礴。集旗舰美学、精湛工艺与顶尖科技于一体,ET9地平线特别 版是融汇天地之美的设计旗舰、技术旗舰、行政旗舰,为拥有个性审美和格调品位、敢于突破传统束缚 的创新引领者们而来,致敬他们的"敢想,有为"。 NIO Day 2025上,蔚来宣布全场景科技旗舰SUV——全新ES8正式上市,六座行政豪华版售价40.68万元 起,采用BaaS电池租用方式购买,售价29.88万元起;六座行政签名版售价44.68万元起,采用BaaS电池 租用方式购买,售价33.88万元起。七座行政豪华版售价40.68万元起,采用BaaS电池租用方式购买,售 价29.88万元起。 蔚来ES8是中国纯电大三排SUV的开创者,第三代蔚来ES8是首款完成了三代迭代的智能电动汽车产 品,凝聚了蔚来十年技术创新心血,将引领高端大三排SUV进入纯电时代。 本届NIO Day上,蔚来宣布智能电动行政旗舰——蔚来ET9地平线特别版正式上市,售价81.80万元起, 采用BaaS电池租用方式购买,售价71.00万元起。ET9地平线特别 ...
2025蔚来日活动成功举办 全新ES8与ET9地平线特别版同步上市
Zheng Quan Ri Bao Wang· 2025-09-21 11:00
本报讯 (记者刘钊)9月20日,2025蔚来日(NIO Day 2025)在杭州大会展中心举行。本届NIO Day首次在秋季举办, 以"生长Grow with the Light"为主题,与全球用户分享蔚来最新产品和技术创新成果。 公司供图 围绕"生长Grow with the Light"主题,700余位蔚来用户与优秀创作者深度参与本届NIO Day共创。完全由蔚来用户乐团创 作并演绎的NIO Day 2025主题曲《生长》,以歌声诠释"生长"的力量。用户故事纪录片《生长》记录了近20组不同身份、不同 职业蔚来用户的生长故事,致敬每一个在生活里认真生长的人。 智能电动行政旗舰ET9是蔚来十年科技创新的结晶之作,以底层技术革新重塑行政旗舰标准,创造高端智能电动技术的新 高度。此次ET9地平线特别版在设计和工艺上更进一步,融汇天地之美,诠释旗舰美学。 ET9地平线特别版双色车身设计,灵感源自蔚来Logo寓意,上半部分承载天空与愿景,下半部分锚定大地与行动,天地双 色完美交融,大气磅礴。集旗舰美学、精湛工艺与顶尖科技于一体,ET9地平线特别版是融汇天地之美的设计旗舰、技术旗 舰、行政旗舰,为拥有个性审美和格调品位 ...
蔚来李斌:预判拐点已至
Zhong Guo Ji Jin Bao· 2025-09-21 00:32
中国基金报记者邱德坤 同时,李斌预判称:"纯电大三排SUV的黄金时代已经到来。"2025年是一个拐点,用户通过纯电带来的体验收益,开始大 于加电不便带来的体验损失。 来源:中国基金报记者拍摄 蔚来两款纯电重磅车型上市 全新ES8售价相较预售价下降1万元 在9月20日举办的2025蔚来日上,蔚来相继发布了两款重磅纯电车型,分别是智能电动行政旗舰ET9地平线特别版、全场景 科技旗舰SUV全新ES8,其中科大讯飞董事长刘庆峰成为全新ES8的首位车主。 【导读】蔚来两款重磅纯电车型上市,李斌称2025年是纯电发展拐点 来源:中国基金报记者拍摄 对此,蔚来创始人、董事长兼CEO李斌详细介绍了全新ES8的优势,包含空间、智能化、安全等。李斌称:"全新ES8是汇 聚了蔚来十年底层技术的创新成果。" 记者在现场注意到,这是李斌试图"把肉从饭里面挖出来"的最新案例。李斌此前收到的反馈称,全新ES8等产品有很多优 势,但是"肉都埋在了饭里"。 针对全新ES8的各项优势,李斌首先给出了一段绕口令:"6人12箱无压力,座座都是MVP,MPV可平替。" 全新ES8在坐满6人的情况下,拥有777L的装载能力,包含230L的感应式电动前备 ...
阿维塔科技换帅 “80后”王辉接棒朱华荣出任董事长
Zhong Guo Jing Ying Bao· 2025-09-19 14:15
Core Viewpoint - Avita Technology has appointed Wang Hui as the new chairman, who will oversee the company's strategic planning, decision-making, and global operations [2][3]. Group 1: Leadership and Experience - Wang Hui, born in August 1981, has nearly 20 years of experience at Changan Automobile, where he held various leadership roles, including Vice President [2]. - Prior to his new role, Wang was involved in strategic planning and project management at Changan, showcasing his extensive management experience and global strategic vision [2][3]. Group 2: Strategic Initiatives - Wang Hui is expected to enhance Avita Technology's collaboration with Huawei and accelerate its globalization efforts [3]. - He has previously supported the development of the Avita brand and facilitated strategic partnerships with Huawei and other leading companies [3][4]. Group 3: Sales Performance - Under the previous leadership of Zhu Huarong, Avita Technology achieved significant sales growth, with a projected total of 73,600 units sold in 2024, representing a 140% year-on-year increase [4]. - In the first half of this year, Avita's cumulative sales reached 59,100 units, more than doubling compared to the previous year [4]. Group 4: Future Plans - Avita Technology aims to expand its presence in 50 countries and regions by 2025, with a sales target of 15,000 units, and plans to enter the European market in 2026 [4].
汽车零部件板块本周走强,关注汽车零部件ETF(159565)和智能汽车ETF易方达等产品投资机会
Mei Ri Jing Ji Xin Wen· 2025-09-19 13:54
本周,中证汽车零部件主题指数上涨6.2%,中证智能电动汽车指数上涨5.2%。 据央视新闻报道,我国新能源汽车累计销售突破4000万辆,产销量连续10年保持全球第一;乘联分会数 据显示,8月,商用车新能源渗透率30%,其中卡车新能源渗透率23%,客车新能源渗透率63%,同比均 有大幅提升。 指数历史涨跌幅 | | 中证智能电动汽车 | 中证汽车零部件主题 | | --- | --- | --- | | | 指数 | 指数 | | 近1月累计涨跌幅 | 20. 2% | 13. 6% | | 近3月累计涨跌幅 | 37. 3% | 35. 9% | | 今年以来累计涨跌幅 | 34. 1% | 37. 2% | | 近1年累计涨跌幅 | 69. 6% | 72. 5% | | 近3年累计涨跌幅 | 3.3% | 30. 0% | | 近5年累计涨跌幅 | 54. 9% | 41. 3% | | | 中证智能电动汽车 | 中证汽车零部件主题 | | --- | --- | --- | | | 指数 | 指数 | | 本周涨跌幅 | 5.2% | 6.2% | | 指数滚动 市盈率 | 33.6倍 | 34. 0倍 ...
15万元,智驾和车都可以不将就
36氪· 2025-09-19 13:42
Core Viewpoint - The article emphasizes the shift in the automotive market from price wars to technology competition, particularly in the realm of intelligent driving systems, with the launch of the new Deep Blue S07 marking a significant step towards making high-quality intelligent driving accessible to mainstream consumers [3][5][40]. Group 1: Intelligent Driving Technology - Intelligent driving features are no longer exclusive to high-end models, with advanced systems now available in vehicles priced as low as 70,000 to 100,000 yuan [3][5]. - The Deep Blue S07 is equipped with Huawei's QianKun Intelligent Driving ADS 4 SE system, which is positioned in the 150,000 yuan SUV market, offering a comprehensive suite of intelligent driving features without compromising on functionality [3][10]. - The ADS 4 SE system shares core algorithms and data with luxury vehicles, ensuring that users of the Deep Blue S07 benefit from proven technology and safety standards [13][14]. Group 2: Performance and Features - The ADS 4 SE system has demonstrated significant improvements, including a 50% reduction in end-to-end latency, a 20% increase in traffic efficiency, and a 70% improvement in emergency braking performance [10][12]. - The Deep Blue S07 offers advanced safety features, such as lateral collision avoidance and a UPA system that prevents unintended acceleration, enhancing overall user safety [16][17]. - In terms of driving assistance, the vehicle provides features like NCA for highway navigation and adaptive cruise control for urban commuting, making driving more convenient and less stressful [19][20]. Group 3: Market Positioning and Design - The Deep Blue S07 aims to redefine the perception that limited budgets necessitate compromises in driving experience, offering a luxurious interior and advanced technology at a competitive price point [5][24][30]. - The vehicle's design includes high-quality materials and modern aesthetics, with features like a dual-zone climate control system and a high-performance Qualcomm 8295P chip for smooth operation [25][28]. - The car's energy efficiency is notable, with a fuel consumption rate as low as 3.8L/100km and a pure electric range of 300km, showcasing its advanced engineering [29]. Group 4: Industry Implications - The collaboration between Huawei and Deep Blue represents a model for achieving technological inclusivity in the automotive industry, moving high-end technology into the mainstream market [33][40]. - The article highlights the importance of a systematic approach to technology development, emphasizing that true technological advancement should be sustainable and reliable, rather than merely promotional [36][41]. - The Deep Blue S07 is positioned to meet the needs of a new generation of consumers who prioritize technology and quality, breaking the traditional link between high-end features and high prices [40].
机器人产业指数本周涨超4%,机器人ETF易方达(159530)连续“吸金”
Sou Hu Cai Jing· 2025-09-19 12:45
Group 1 - The robotics sector experienced fluctuations this week, with the China Securities Intelligent Electric Vehicle Index rising by 5.2%, the National Securities Robotics Industry Index increasing by 4%, the China Securities Consumer Electronics Theme Index up by 2.7%, and the China Securities Internet of Things Theme Index gaining 1.7% [1] - The E Fund Robotics ETF (159530) saw a net inflow of over 2.3 billion yuan over four consecutive days, reaching a record high of 11.8 billion yuan in total assets [1] Group 2 - The China Securities Intelligent Electric Vehicle Index focuses on smart electric vehicles, which are expected to represent a significant direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [3] - The China Securities Consumer Electronics Theme Index centers on AI hardware, which is currently a major category of smart terminals, comprising stocks of companies involved in component production and complete brand design and manufacturing [5] - The China Securities Internet of Things Theme Index emphasizes the Internet of Things as a crucial foundation for achieving connectivity among smart terminals, including stocks of companies engaged in information collection, transmission, and IoT applications [6] Group 3 - The cumulative performance of various indices over different time frames shows significant growth, with the National Securities Robotics Industry Index up by 102.9% over the past year and 175.6% since its inception [9] - The rolling price-to-earnings (P/E) and price-to-sales (P/S) ratios for the indices indicate varying levels of valuation, with the National Securities Robotics Industry Index having a historical valuation that is relatively low compared to its current metrics [17]
机器人板块早盘回调,机器人ETF易方达(159530)逆势获超1亿份净申购
Sou Hu Cai Jing· 2025-09-19 05:13
Group 1 - The index experienced a rise of 1.1% at midday closing, with a rolling price-to-sales ratio of 63.3 times, reflecting a 99.7% increase since its inception [4] - Another index showed a rise of 0.9% at midday closing, with a rolling price-to-sales ratio of 32.5 times, indicating a 46.7% increase since its inception [5]
前瞻全球产业早报:香港将成立内地企业出海专班
Qian Zhan Wang· 2025-09-18 10:33
央企控股上市公司市值超过22万亿,"十四五"以来累计分红2.5万亿元 商务部:将在约50城开展消费新业态、新模式、新场景试点建设 9月17日,国务院新闻办举行新闻发布会,介绍《关于扩大服务消费的若干政策措施》的主要内容及亮点。 商务部有关负责人表示,下一步,我们将通过竞争性评审方式在全国选择50个左右人口基数大、带动作用 强、发展潜力好的消费新业态、新模式、新场景试点城市,增加优质消费供给,创新和丰富多元化消费场 景,推动新的消费业态不断涌现、消费活力进一步提升,更好满足人民群众多样化、差异化消费需求,为经 济高质量发展提供有力支撑。 工信部就智能网联汽车组合驾驶辅助相关标准公开征求意见 9月17日,工业和信息化部公开对《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准,向社会征 求意见。这次发布的征求意见稿构建了智能网联汽车产品的安全基线,要求系统只能在其设计运行条件下激 活。针对单车道、多车道、领航辅助等不同功能,设置了人机交互、功能安全和预期功能安全、信息安全、 数据记录等全方位安全技术要求,构建了"三重安全保障"。征求意见稿中提到,标准要求系统具备手部脱离 检测以及视线脱离检测能力,一旦系统激活期 ...
11.6亿美元融资完成,蔚来再获市场“补血”
Huan Qiu Lao Hu Cai Jing· 2025-09-18 07:03
Group 1 - NIO announced the completion of a $1.16 billion financing through a public offering of approximately 209 million shares, including 161 million American Depositary Shares (ADS) and 21 million A-class ordinary shares [1] - The financing proceeds will be used for the development of core technologies for smart electric vehicles, future technology platforms, and expansion of the charging and battery swap network [1] - UBS raised NIO's target price to $8.50 following the financing announcement, expressing optimism about the company's growth potential driven by improved financial structure and new product competitiveness [1] Group 2 - In Q2, NIO reported revenue of 19.01 billion yuan, a year-on-year increase of 9.0% and a quarter-on-quarter increase of 57.9%, with a net loss of 4.995 billion yuan, narrowing by 1.0% year-on-year and 26% quarter-on-quarter [2] - NIO delivered 72,000 new vehicles in Q2, a year-on-year increase of 25.6% and a quarter-on-quarter increase of 71.2%, with August deliveries reaching a record high, growing 55.2% year-on-year [2] - For Q3, NIO expects revenue between 21.81 billion and 22.88 billion yuan and delivery volume between 87,000 and 91,000 vehicles, projecting a year-on-year growth of 40.7% to 47.1% [2]