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何小鹏亲述创业“至暗时刻”:一年换血十余高管
Feng Huang Wang· 2025-08-26 07:00
8月26日,《罗永浩的十字路口》第二期上线,小鹏汽车董事长兼CEO何小鹏亲述从财务自由到"地狱模 式"创业之路。 在节目中,何小鹏谈到用自己名字做公司的事情。他表示,在中国一个企业名用老板名字好像很怪。有 七八年时间,好多朋友劝自己给小鹏汽车改名。说只要一改名,销量翻一倍。这背后可能有多种原因, 一个是文化自信,一个是中国有一个品牌认知,觉得洋气很重要。 何小鹏谈到了小鹏汽车在2024年遭遇重大挑战时的人事与战略调整。面对销量滑坡与组织效率问题,何 小鹏坦言自己从一线业务开始全面接管,并在一年内完成了十余名高管的更替,而这一系列重大变动并 未引发外部剧烈震荡。 此外,罗永浩在节目中透露,锤子手机不是故意叫锤子的,品牌名找了一堆好的都注册不上,所以公司 名就用了英文的,叫Smartisan,那个在美国没问题,在中国大家不知道这个词是干嘛的,公司刚好又叫 锤子,于是大家就开始叫锤子手机。 何小鹏在对话中强调,调整既要坚决,也需兼顾情感沟通。他透露,大部分高管属于主动退休,整体过 程较为平稳。他认为,企业在顺境中做大规模调整缺乏逻辑,而在逆境中坚决变革,反而能借助危机凝 聚共识。"公司今年上半年实现了200%的增长 ...
新能源汽车数量领先 “先进制造业+数字产业”带动用电需求快速增长
Yang Shi Wang· 2025-08-26 06:50
Group 1 - The core viewpoint of the article highlights the achievements in high-quality energy development during the "14th Five-Year Plan" period, emphasizing the rapid growth in electricity demand driven by advanced manufacturing and digital industries [1][3] - As of July 2024, the electricity consumption for new energy vehicle manufacturing is expected to increase by 34.3% year-on-year, while the electricity consumption for internet and related services is projected to grow by 20.5% [1] - From January to July of this year, the electricity consumption for electric vehicle charging and swapping services has surged by over 40% [1] Group 2 - By the end of July, the number of charging infrastructure units in China reached 16.696 million, which is ten times the number at the end of the "13th Five-Year Plan," establishing a world-leading scale [3] - More than half of the global new energy vehicles are currently operating in China, indicating a deep-rooted green and low-carbon travel concept among consumers [3]
双轨驱动表现亮眼,爱克股份涨超13%创下年内新高
Zheng Quan Zhi Xing· 2025-08-26 06:46
8月25日,爱克股份(300889)股价大涨,一度突破19元/股,截至发稿,股价涨超13%,创下年内新高。 消息面上,行业近期利好消息频出。国家能源局电力司司长杜忠明在8月26日国新办新闻发布会上表示,截至7月底,我国充电基础 设施数量达1669.6万个,是"十三五"末的10倍,规模世界领先。 同时,政策鼓励也为行业发展提供了支持。国家能源局积极鼓励"开绿车"、"用绿电",通过绿证、绿电交易的方式,为新能源车主提 供绿电服务,并组织相关省份开展车网互动应用试点。 2025年4月,公司完成对无锡曙光64.87%股权的收购,切入新能源汽车核心零部件领域。无锡曙光作为驱动电机铁芯供应商,短期内 即获比亚迪(002594)、佛吉亚、李尔等头部客户定点,为其提供电机定转子及座椅结构件。 目前,公司已经形成"电池安全材料-驱动电机组件-智能充电设备"三大技术矩阵的深度协同,依托企业研究院重点突破800V高压快 充、高精度热管理系统等关键技术,推动智能照明领域的电子控制技术向新能源充电设备智能化管理方向转化。 据最新财务数据,爱克股份主营业务收入构成多元化:LED光电产品占60.05%,新能源电子辅材占17.49%,光伏风 ...
472.41km/h,仰望U9打破全球电车极速纪录!
Mei Ri Jing Ji Xin Wen· 2025-08-26 06:21
每经AI快讯,8月26日,据比亚迪官方微博消息,472.41km/h,仰望U9工程测试撤打破全球电车极速纪 录! (文章来源:每日经济新闻) ...
零跑启航欧洲、比亚迪大马建厂 新能源成汽车出口增长主动力
Feng Huang Wang· 2025-08-26 06:13
Group 1 - The overseas market is becoming a significant growth point for domestic automotive brands, with Leap Motor's B10 model set to launch in Europe in September, aiming for rapid sales growth by 2026 [1] - Leap Motor's management anticipates doubling overseas sales this year, with local production in Malaysia and Spain planned to enhance competitiveness and market presence [1] - In the first seven months of this year, Leap Motor exported 24,980 vehicles, with European orders exceeding 4,000 in July, marking a historical high [1] Group 2 - BYD plans to deepen its presence in Malaysia by investing in local assembly and electric mobility promotion, reporting overseas sales of over 470,000 units in the first half of the year, a 130% increase year-on-year [2] - GAC Group is expanding exports while promoting localized production and ecological outreach, implementing a phased development strategy across five global regions [2] - China's overall vehicle exports reached 3.68 million units in the first seven months of this year, a 12.8% increase, with 1.308 million units being electric vehicles, reflecting an 84.6% growth [2] Group 3 - In July, the export volume of new energy vehicles accounted for 39.1% of total vehicle exports, a 4.5 percentage point increase from the previous month, indicating strong growth in the automotive export sector [3] - New energy vehicles are identified as the main driver of export growth, with a notable performance this year [3] - Chinese electric vehicle supply chain companies invested approximately $16 billion overseas last year, surpassing domestic investments for the first time since 2014 [3]
零跑汽车、中创新航成立新能源科技公司,注册资本10亿元
Qi Cha Cha· 2025-08-26 06:06
Core Viewpoint - Leap Motor and Zhongchuang Innovation have established a new energy technology company with a registered capital of 1 billion yuan [1] Group 1: Company Formation - The newly formed company is named Zhongling New Energy Technology (Zhejiang) Co., Ltd. [1] - The legal representative of the company is He Fan [1] - The company is jointly owned by Leap Motor (09863.HK) and Zhongchuang Innovation (03931.HK) [1] Group 2: Business Scope - The business scope includes research and development of new material technology [1] - It also covers the promotion services for new material technology [1] - The company will engage in battery manufacturing and sales [1] - Additionally, it will sell new energy vehicle battery swap facilities [1]
国家能源局:从五个方面做好新能源消纳工作
Di Yi Cai Jing· 2025-08-26 06:02
"十四五"期间,全社会用电量中,每3度电就有1度绿电 "十四五"期间,我国能源自给率始终保持在80%以上,市场交易电量从"十三五"的10.7万亿千瓦时增长到23.8万亿 千瓦时,可再生能源发电装机占比由40%提升至60%左右,新能源专利数量占全球4成以上…… 8月26日,国务院新闻办举行高质量完成"十四五"规划系列主题新闻发布会,介绍"十四五"时期能源高质量发展成 就。 国家能源局局长王宏志表示,"十四五"规划《纲要》提出的能源综合生产能力和非化石能源占比等主要指标将如 期完成,14亿多人的能源安全得到有效保障,绿色低碳发展举世瞩目,我国成为世界能源转型的重要推动者。 能源绿色转型加快 "十四五"前四年,我国能源消费增量已达到"十三五"五年增量的1.5倍,预计五年新增用电量将超过欧盟的年度用 电量。 全社会用电量中,每3度电就有1度绿电。"十四五"是绿色低碳转型最快的五年,我国构建起全球最大、发展最快 的可再生能源体系,可再生能源发电装机占比由40%提升至60%左右,风电光伏每年新增装机先后突破1亿、2 亿、3亿千瓦关口,实现台阶式跃升发展,发展速度和力度前所未有。 王宏志介绍,全国能源消费中,非化石能源占比 ...
国元证券:新能源行业“反内卷”成果显著 业绩中枢上行
智通财经网· 2025-08-26 05:53
智通财经APP获悉,国元证券发布研报称,近期光伏行业"反内卷"行动已上升至国家最高战略层面,当 前行业处于周期底部,未来政策力度将成为影响行业走势的关键变量。中长期来看光伏行业将进入高质 量发展阶段,技术升级和市场格局优化将成为企业竞争的核心要素。近期风电上市公司半年报陆续公 布,产业链盈利情况向好。新能源汽车链经过两年价格下行低端产能快速出清,行业边际改善。建议关 注爱旭股份(600732.SH)、金风科技(002202.SZ)、湖南裕能(301358.SZ)等。 出清低端产能,新能源车行业边际改善 我国新能源汽车链持续保持快速增长,经过两年价格下行低端产能快速出清,行业边际改善。建议优先 关注成本端受益于上游原材料价格低位,盈利稳定的电池及结构件环节,建议关注宁德时代、亿纬锂 能、豪鹏科技及科达利、震裕科技;其次,随着供给端结构改善,行业过剩产能逐步去化,建议关注优 先受益于行业复苏的领军企业如湖南裕能、龙蟠科技、万润新能、璞泰来、天赐材料、新宙邦、星源材 质等公司。 供需结构相对合理,风电产业链盈利情况向好 我国风电产业链供需结构相对合理,企业盈利能力较好,风电上市公司半年报陆续公布,产业链盈利情 况向 ...
蔚来全新ES8前舱盖碰撞后会增加维修成本吗?官方回应
Feng Huang Wang· 2025-08-26 05:46
Group 1 - The official release of the new ES8 by NIO includes a unique front hood design aimed at making the front trunk opening lower for easier access to items [1] - The design evolution incorporates the X-Bar design, creating a "Victory V" shape for the front face seam [1] - Concerns regarding collision repair costs have been addressed, indicating that the new design will not increase repair expenses after a collision [1] Group 2 - The new ES8 is equipped with Automatic Emergency Braking (AEB) and Automatic Emergency Steering (AES) systems, which significantly reduce the likelihood of collisions [1]
佛山市雄锦冠骏新能源汽车有限公司成立 注册资本5万人民币
Sou Hu Cai Jing· 2025-08-26 05:46
天眼查App显示,近日,佛山市雄锦冠骏新能源汽车有限公司成立,注册资本5万人民币,经营范围为 一般项目:汽车销售;新能源汽车整车销售;新能源汽车电附件销售;互联网设备销售;互联网销售 (除销售需要许可的商品);二手车经纪;汽车零配件零售;汽车零配件批发;汽车拖车、求援、清障 服务;汽车装饰用品销售;新能源汽车换电设施销售;新能源汽车生产测试设备销售;二手车交易市场 经营;机械设备销售;机械设备租赁;国内贸易代理;贸易经纪;信息技术咨询服务;蓄电池租赁;机 动车修理和维护;小微型客车租赁经营服务。(除依法须经批准的项目外,凭营业执照依法自主开展经 营活动)。 ...