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“快”字当头,“听劝版”理想i8火线登场
华尔街见闻· 2025-08-11 09:51
上市短短一周, " 三合一 " 的听劝版理想 i8 火速上阵。 8 月 5 日,理想 汽车 宣布 i8 车系重发配置和定价,统一版本且 " 标配即顶配 " 。不少老车主直 呼梦回理想 ONE , " 不用纠结配置,不用选择困难症 " 。 i8 发布才一周就 " 改配 " ,理想 汽车 的出发点很简单 ——98% 用户选择 Max 和 Ultra ,同时 Pro 版缺少冰箱, Max 版无法选装后排娱乐屏。 理想汽车 董事长李想直接点出, i8 的多版本策略 是陷入了原先惯性思维, " 走偏了 " 。 事实上, i8 此前的配置和定价策略,很大程度上参照了理想 L8 ,用冰箱和后排娱乐屏区分高低 配,价格层面几乎是 " 油电同价 " 。然而,今年各大车企都在布局大六座 SUV , i8 要想在纯电车 型中脱颖而出,标志性的 " 冰箱、彩电、大沙发 " 就要给足诚意,且重押未来的 AI 配置也得拉 满。 面对用户提出的诉求,理想 汽车 当即决定将显性配置拿出来摆上台前。 对理想 汽车 而言,看似简单的配置整合,背后却牵扯到供应商、定价、排产等一系列因素,其中的 取舍难度可见一斑。但这也恰恰是高度竞争时代下,头部玩 ...
X @Bloomberg
Bloomberg· 2025-08-11 09:33
The wait time for Xiaomi's new electric SUV has become so long, CEO Lei Jun has taken the unusual step of telling buyers to consider rival cars https://t.co/KrAzKvhhhN ...
X @Elon Musk
Elon Musk· 2025-08-11 06:57
RT Tesla (@Tesla)Imagine if someone made a car that needed almost no maintenanceHas the lowest repair costs of any brandAnd can literally drive you almost anywhere with Full Self-Driving (Supervised)We didAnd they’re all S3XY ...
X @Bloomberg
Bloomberg· 2025-08-11 03:16
Brian Gu, the vice chairman and co-president of EV maker XPeng, has bought a $22 million luxury home in Hong Kong as the city’s property market hovers around a nine-year low https://t.co/kymDjweCrF ...
全球电动汽车追踪 - 中国的主导地位持续,美国将如何跟上-Global EV Tracker_ China‘s Domination Continues, How Will USA Keep Up_
2025-08-11 02:58
Summary of Key Points from the Conference Call Industry Overview - **Industry**: Electric Vehicle (EV) Market - **Geographies Covered**: North America, Europe, China Core Insights 1. **Global EV Sales Growth**: Global EV sales in June 2025 reached 1.26 million units, marking a 30% year-over-year increase, primarily driven by China (+43% y/y) and Europe (+23% y/y), while US sales remained flat [1][7] 2. **US EV Market Penetration**: US EV penetration in June 2025 was approximately 8.6%, a slight increase from 8.2% in June 2024 [4][8] 3. **China's Dominance**: China accounted for 60% of year-to-date battery electric vehicle (BEV) sales, continuing to outpace other markets [1][7] 4. **US Incentives**: As US EV incentives are set to expire in Q4 2025, clearer trends regarding the impact on the market are anticipated [1] Sales Performance by Region 1. **US BEV Sales**: - June 2025 sales were 110,423 units, up 1% from 109,789 units in June 2024 [4] - Tesla maintained a 51.7% market share in the US BEV market for June 2025, consistent with 51.4% in the previous year [7] 2. **Europe BEV Sales**: - Sales increased to 287,082 units in June 2025, up 23% year-over-year [14] - EV penetration in Europe reached approximately 23.1% [14] 3. **China BEV Sales**: - Sales surged to 722,887 units in June 2025, a 43% increase from the previous year [14] - EV penetration in China was approximately 28.5% [14] Key Players and Market Shares 1. **Top Global BEV OEMs**: - BYD: 215,641 units sold (17% market share) - Tesla: 189,392 units sold (15% market share) - Geely: 92,335 units sold (7% market share) [21][23] 2. **Sales Performance of Major OEMs**: - GM's global BEV sales grew 72% year-over-year to 79,610 units [19] - Ford's sales of the Mustang Mach-E were 4,161 units, with a 50% increase in E-Transit sales [7] Battery Deployment Insights 1. **Total MWh Deployed**: Total battery capacity deployed in June 2025 was 79,532 MWh, up 26% year-over-year [14] 2. **Top Cell Suppliers**: The top five cell suppliers deployed a combined 62,462 MWh in June 2025, compared to 49,929 MWh in the previous year [14] Additional Observations 1. **Market Trends**: The US market is expected to face challenges as incentives expire, potentially impacting sales growth [1] 2. **Emerging Models**: The Tesla Model Y was the top-selling BEV model globally in June 2025, with 133,629 units sold [30] 3. **Chemistry Breakdown**: In June 2025, NMC batteries accounted for 44% of deployments, while LFP made up 46% [14] This summary encapsulates the key points from the conference call, highlighting the current state and trends within the EV market across different regions and major players.
Faraday Future Founder and Co-CEO YT Jia Shares Weekly Investor Update: Company to Announce Major Strategy Upgrade with Dual-Flywheel, Dual-Bridge Eco Strategy on August 16
Globenewswire· 2025-08-11 02:48
Core Insights - Faraday Future is poised to announce a major strategy upgrade with its Dual-flywheel, Dual-bridge Eco Strategy on August 16, which aims to enhance capital returns, cash flow, net asset value, and stockholder value [3][15] - The company is exploring opportunities in the crypto asset market following President Trump's executive order allowing 401(k) plans to invest in cryptocurrencies, indicating a potential shift in economic dynamics [2] Business Updates - The FX Co-Creation Ecosystem has expanded to Massachusetts, with a binding deposit agreement for 100 units of FX Super One signed with Bos Auto, a significant independent automotive dealer [4] - The FX Super One global co-creation campaign has received positive user engagement, showcasing imaginative designs that reflect user-vehicle relationships [5] Product Development - The Safety & Homologation team is conducting baseline crash tests for the Super One at MGA Research, a respected automotive safety testing organization, to meet FMVSS certification for the North American market [6] - The company acknowledges gaps in its VLE industrialization and is focused on building world-class industrialization capabilities to support the Bridge Strategy [7] Upcoming Events - Faraday Future will showcase the FF 91 and FX Super One at Monterey Car Week, participating in various events to demonstrate the potential of EAI EVs [8]
东风集团股份:8月11日上午9时整起短暂停牌
Zheng Quan Shi Bao· 2025-08-11 01:25
人民财讯8月11日电,东风集团股份8月11日在港交所公告,公司股份于8月11日上午9时整起短暂停牌, 以待刊发一份载有公司内幕消息的公告。 ...
极氪007GT:女性车主占比高,经常收到小米吃不下的订单
车fans· 2025-08-11 01:05
Core Viewpoint - The article discusses the sales performance and customer insights regarding the Zeekr 007GT, highlighting its market position and customer preferences in the electric vehicle segment. Market Performance - The average daily customer visits for the 007GT are 4-5 groups on weekdays and around 10 groups on weekends, with customers viewing the car accounting for 50% of total foot traffic [2] - There has been a decline in customer visits in July due to the reduction of subsidies and a decrease in purchase incentives compared to the initial launch period from April 15 to the end of May [2] Customer Preferences - The best-selling configuration is the rear-wheel drive standard range, priced at 202,900 yuan, with popular color choices being dark purple with a purple-white interior and glacier silver with a black-gray interior [3] - The sales distribution for configurations shows that rear-wheel drive standard range and long range account for 60% and 30% respectively, while the four-wheel drive version is the least popular [4][6] - Customers are primarily young, with a notable proportion of female buyers, and many are transitioning from brands like Xiaomi [8] Competitive Landscape - Competitors mentioned include Xiaomi SU7 and Tesla Model 3, with Xiaomi SU7 being frequently compared by customers [8] - The 007GT is perceived to have high configuration and quick delivery times, which are key reasons for customer preference despite competition [11] Customer Experience - A successful sales case illustrates how a customer was persuaded to choose the 007GT over the Xiaomi SU7 through effective communication of its features and a positive test drive experience [13] - Conversely, a case of loss to Tesla Model 3 highlights the influence of brand perception on purchasing decisions, with customers opting for more established brands due to familial financial support [16] Product Issues - Customers have reported a bug where the glove compartment opens automatically after unlocking, which is expected to be resolved in the next OTA update [18] Special Offers - Large customers can receive 30,000 extreme points, and there is an additional 50,000 extreme points offer for existing Geely Group vehicle owners purchasing Zeekr models [20]