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鸿蒙智行:全新问界M7建议零售价27.98万起
Mei Ri Jing Ji Xin Wen· 2025-09-25 02:13
每经AI快讯,9月25日,鸿蒙智行官方微博发文称全新问界M7建议零售价27.98万起,11月3日前下定, 享至高6万元首销权益。 ...
985管培生吐槽每天拧螺丝12小时,车间实习长达半年,五菱回应;曝理想未经授权用歼-20战机做宣传海报;小米大家电登陆欧洲市场
雷峰网· 2025-09-25 00:31
Key Points - The article discusses various industry news and events, highlighting significant developments in companies and sectors such as automotive, technology, and AI [2][4][7][8][10][15][26][29]. Group 1: Automotive Industry - A significant number of management trainees at SAIC-GM-Wuling reported dissatisfaction with their roles, which involve extensive manual labor, contradicting initial job expectations [4][5]. - BYD's executive vice president stated that the company has backup plans in case of a supply disruption from NVIDIA, emphasizing their self-research capabilities [8][9]. - Li Auto faced controversy for unauthorized use of military aircraft images in promotional materials, leading to a formal complaint from Aviation Industry Corporation of China [10]. Group 2: Technology and AI - Zhou Hongyi emphasized that larger AI models are not necessarily better, advocating for the importance of specialization and local knowledge in AI applications [7]. - Lei Jun of Xiaomi highlighted the importance of benchmarking against industry leaders to achieve competitive advantage [8]. - Alibaba announced a significant investment in AI infrastructure, aiming to enhance its capabilities and expand its global data center network [15][21]. Group 3: Market Developments - Tesla reported a surge in vehicle registrations in China, indicating a strong recovery in the market, particularly for the Model Y [16][17]. - Intel is seeking investment from Apple to revitalize its business, while also exploring partnerships with other companies [23][24]. - Google and Qualcomm are collaborating on a new product that merges the functionalities of PCs and smartphones, hinting at innovative developments in computing technology [24].
21调查|手握100万辆车销售命脉:华为不造车,如何卖好车?
合作模式的升级正进一步强化华为在销售端的管理权限。有知情人士告诉《21汽车·一见Auto》,门店 合作方为传统经销商,但选址、视觉标准和运营流程均遵循鸿蒙智行统一规范。 有经销商对《21汽车·一见Auto》表示,根据鸿蒙最新要求的布局,展车从原本45度角朝向门口调整为 面对面摆放,"这样从客户视角来看,走进展厅就能看到所有的车头,会有一种被迎接的感觉。"上述渠 道商举例称,为了让用户走进展厅就能感受到华为的服务,即便是展厅入口陈列的蝴蝶兰,其颜色、朝 向甚至枝数也须符合鸿蒙的规定。 在入局汽车业之前,华为曾步履维艰。2019年车BU成立时,传统车企警惕"灵魂论",华为的深度合作 伙伴只有赛力斯。如今,车企们视华为为逆天改命的良方。目前,华为的朋友圈已集结八大国有车企, 合作伙伴扩展到自主、合资、外资车企。 目前,鸿蒙智行覆盖15万级至百万级市场,掌握了93万辆车的"卖车命门",算上Hi模式和零部件模式的 合作车型,华为的技术已经渗透进超百万辆智能汽车。 21世纪经济报道记者 焦文娟 9月上旬,上海一家尚界用户中心尚未正式开业,但店内已至少有 7 名销售人员在岗随时准备接待闻讯 而来的顾客。 这家由捷豹路虎展厅 ...
18个月50万级销冠!问界M9如何重写豪华车市场规则
华为全栈技术铸就"科技豪华" 重新定义市场标准 在传统豪华品牌牢牢掌控的50万级以上市场中,问界M9仅用不到两年,就完成了一场令人瞩目的颠 覆:上市即巅峰,18个月稳居50万以上市场销量冠军、累计交付突破24万辆、50万以上新能源市场份额 超过70%。 这一冲击波如此强烈,以至于越来越多的传统豪车经销商主动转向鸿蒙智行。 难怪不少网友感叹:"不是大家不买豪华车了,是在问界M9面前,真没理由再犹豫了。" 01 问界M9之所以能迅速占领市场,核心在于它并非在传统赛道上追赶,而是借助华为全栈智能科技,树 立了一种超越传统、面向未来的"科技豪华"新范式。 传统豪华品牌仍在津津乐道地推销发动机排量、真皮座椅面积和桃木饰纹时,问界M9的用户已经在日 常体验流畅便捷的智能座舱、安全丝滑的辅助驾驶,以及"车机手机联动"的全场景智慧生活。 这种代差般的体验优势,直接动摇了传统豪车用户的忠诚度。 一位鸿蒙智行门店销售人员透露:"如今进店咨询问界M9的客户,超一半是传统豪车车主。他们最常问 的不是'这车够不够豪华',而是'辅助驾驶能达到什么水平'、'车机系统多久更新一次'。" 科方得智库研究负责人张新原分析道,原先选择传统豪车的用 ...
18个月50万级销冠!问界M9如何重写豪华车市场规则
凤凰网财经· 2025-09-24 14:08
在传统豪华品牌牢牢掌控的50万级以上市场中,问界M9仅用不到两年,就完成了一场令人瞩目的颠覆:上市即巅峰,18个月稳居50万以上市场销量冠 军、累计交付突破24万辆、50万以上新能源市场份额超过70%。 这一冲击波如此强烈,以至于越来越多的传统豪车经销商主动转向鸿蒙智行。 难怪不少网友感叹:"不是大家不买豪华车了,是在问界M9面前,真没理由再犹豫了。" 01 华为全栈技术铸就"科技豪华" 重新定义市场标准 问界M9之所以能迅速占领市场,核心在于它并非在传统赛道上追赶,而是借助华为全栈智能科技,树立了一种超越传统、面向未来的"科技豪华"新范 式。 传统豪华品牌仍在津津乐道地推销发动机排量、真皮座椅面积和桃木饰纹时,问界M9的用户已经在日常体验流畅便捷的智能座舱、安全丝滑的辅助驾 驶,以及"车机手机联动"的全场景智慧生活。 这种代差般的体验优势,直接动摇了传统豪车用户的忠诚度。 一位鸿蒙智行门店销售人员透露:"如今进店咨询问界M9的客户,超一半是传统豪车车主。他们最常问的不是'这车够不够豪华',而是'辅助驾驶能达到什 么水平'、'车机系统多久更新一次'。" 科方得智库研究负责人张新原分析道,原先选择传统豪车的用户 ...
新问界M7上市24小时大定超4万台
人民财讯9月24日电,9月24日,据鸿蒙智行官方消息,新问界M7上市24小时大定超4万台。新问界M7 于昨日举行的华为鸿蒙智行秋季新品发布会上发布,其中高阶版智驾车型配备舱外192线激光雷达,另 一版本则首发舱内激光雷达视觉辅助驾驶。 ...
重磅深度:AI智能车时代产品为王
2025-09-24 09:35
Summary of Key Points from the Conference Call Industry Overview - The focus is on the **smart vehicle industry**, which is seen as a revolutionary terminal in the physical world, similar to how PCs and mobile devices transformed the digital landscape [2][35]. Core Insights and Arguments - **Investment Strategy**: Investment should encompass the entire smart vehicle industry chain, including upstream technology suppliers, midstream supply chains, and downstream brand merchants. This approach is expected to yield investment opportunities that surpass those seen in the PC and mobile internet eras [1][6]. - **Revenue Generation**: The revenue potential of smart vehicles is tied to their ability to replace human tasks, particularly in applications like Robot Taxi, which has a higher revenue ceiling compared to traditional models [5][8]. - **Valuation Methodology**: Traditional valuation methods based on hardware penetration rates or internet traffic do not apply to smart vehicles. Instead, a focus on software revenue models and the complexity of tasks completed by smart agents is necessary [3][4][24]. - **Profit Distribution**: The smart vehicle industry follows a "smile curve" in profit distribution, where core technology hardware and software platforms yield higher profit margins (15%-30%), while midstream manufacturing and downstream distribution have lower margins (around 5%) [3][24]. Key Companies and Investment Opportunities - **Software Companies**: Notable software companies include: - Vertical integration models like Tesla and Xpeng Motors - Core algorithm providers such as Horizon Robotics and Baidu - Traditional taxi and ride-hailing companies like Didi, which are transitioning to smart vehicle models [9][10]. - **Hardware Companies**: Investment should focus on: - Vehicle manufacturing (e.g., BAIC, GAC, SAIC) - Upstream components like chips, domain controllers, sensors, and control chassis [10][11]. Market Dynamics and Future Trends - **Consumer Adoption**: The C-end market for smart vehicles is expected to see explosive growth around 2027, driven by consumer education through B-end experiences [13][41]. - **Robot Taxi as a Key Application**: Robot Taxi is highlighted as the most significant application scenario due to its high revenue potential. Investment should prioritize software companies over hardware companies [8][37]. - **Impact on Traditional Markets**: Smart vehicles may replace a portion of private cars, expanding the market space for smart vehicles. The focus should shift from traditional user metrics to unit revenue capabilities and software development opportunities [42][43]. Additional Considerations - **Historical Context**: The lessons from the PC era's internet bubble highlight the importance of understanding user metrics and revenue models in evaluating smart vehicle companies [25][38]. - **Technological Evolution**: The transition from electric vehicles to smart vehicles requires a shift in investment focus, emphasizing the need for companies to adapt quickly to the evolving landscape [7][29]. This summary encapsulates the critical insights and strategic directions discussed in the conference call regarding the smart vehicle industry and its investment landscape.
问界M9,何以霸榜50万元车市?
36氪· 2025-09-24 09:11
问界M9的标杆效应, 正在重塑中国高端汽车市场格局。 打破市场质疑的最佳证据,就是实力。 自上市至今,问界M9以搅局者姿态攻向豪华车腹地,如今已经牢牢占据50万元以上汽车销量冠军位置。不仅成为国产品牌冲锋高端化的有力代表,也让自 主品牌在豪华车市场,站稳脚跟,成为稳定的一极力量。 数据列出了一连串的成绩勋章: 9月23日,鸿蒙智行官方微博宣布,问界M9已经累计交付突破24万辆,18个月稳居50万元以上价位段销量榜首。在每售出10台50万元以上新能源车型中,就 有7台为问界M9。 问界M9连续8个月蝉联大型SUV保值率第一,连续两期新能源全车型用户净推荐值第一。在多维测评中,其魅力指数、健康指数、安全及智能表现均广受认 可,进一步巩固了中国高端智能汽车价值标杆地位。 这些成绩的取得,几乎让中国汽车品牌在豪华车市,拨云见日,蹚出也快速验证了一条进击路径,那就是科技豪华。国家技术崛起的大时代下,问界M9成 了中国技术和产业兴盛的准确投射。 鸿蒙智行没有放松脚步,问界M9还在技术和产品上继续进化。 9月23日,问界M9发布"银境紫"新色,为都市年轻精英量身定制,尤其贴合女性用户对时尚表达与个性魅力的追求。 此外,鸿蒙 ...
智能汽车ETF(159889)上涨1.5%,行业需求稳健与政策利好共振
Mei Ri Jing Ji Xin Wen· 2025-09-24 08:21
Group 1 - The core viewpoint indicates that the automotive industry is experiencing robust growth, with a projected sales volume of approximately 2.857 million vehicles in August 2025, reflecting a month-on-month increase of 10.1% and a year-on-year increase of 16.4% [1] - New energy vehicle sales are expected to reach around 1.395 million units, achieving a market share of 48.8%, driven by supportive policies and increasing demand for electric vehicles [1] - The trend towards smart vehicles is significant, with companies like Huawei collaborating with automakers such as BAIC and GAC to develop high-end smart car brands, enhancing technologies like intelligent driving and smart cockpits [1] Group 2 - The electric and intelligent components sector is gaining attention, particularly in the AIDC liquid cooling supply chain, with companies like Joyson Electronics receiving substantial fixed-point orders, highlighting opportunities for technological upgrades in the industry [1] - The Smart Car ETF (159889) tracks the CS Smart Car Index (930721), which selects listed companies involved in smart driving and vehicle networking from the A-share market, covering the entire industry chain from hardware to software [1]
七成浮盈、最高回报超10倍,机构溢价争抢港股IPO基石投资份额
Di Yi Cai Jing· 2025-09-24 07:48
Core Viewpoint - The cornerstone investment in Hong Kong IPOs has shifted from being overlooked to a competitive and premium-seeking environment, with demand significantly exceeding supply [1][4]. Group 1: Investment Trends - The cornerstone investment participation in Hong Kong IPOs has surged, with an average of 5.35 cornerstone investors per company in 2025, a nearly 290% increase from 1.37 last year [1][2]. - The recent IPO of Botai Vehicle Networking Technology Co., Ltd. attracted cornerstone investments totaling 4.66 billion HKD, representing over 40% of the total fundraising [2]. - Large IPO projects are particularly favored, with notable examples like CATL attracting 23 cornerstone investors with a total subscription amount of 203.71 billion HKD, accounting for 66% of the total fundraising [3]. Group 2: Investor Composition - The number of cornerstone investors has increased to 289 this year, with significant contributions from professional investment institutions and listed companies [5]. - Market-oriented funds and listed companies have become major players, with 93 investment institutions contributing 302.06 billion HKD, making up approximately 66.82% of the total cornerstone investment [5][9]. - Foreign investors have played a crucial role, accounting for over 210 billion HKD in subscriptions, which is about half of the total cornerstone investment amount [9]. Group 3: Investment Returns - Over 77% of cornerstone investors are currently in profit, with some projects yielding returns exceeding tenfold [1][10]. - Notable high-return sectors include innovative pharmaceuticals, with companies like Yaojie Ankang-B seeing a price increase of over 1155% from the subscription price [12][13]. - The overall trend indicates that the majority of cornerstone investors are experiencing gains, with 42 out of 54 companies having current market prices above the average subscription price [11].