吉利星愿

Search documents
奇瑞再战小车,这次胜算几何
3 6 Ke· 2025-07-01 02:27
Group 1 - Chery has launched the new electric vehicle, Chery Domi, marking its entry into the pure electric small car market [1][3] - The A0 and A00 electric small car market has shown impressive performance this year, with notable sales figures from competitors like Geely and BYD [1][4] - Chery is restructuring its electric vehicle lineup, focusing on revamping the QQ series to enhance its competitiveness in the market [3][12] Group 2 - Geely's Star Wish has achieved significant sales, with over 164,000 units sold in the first five months of 2025, while BYD's Seagull and Dolphin combined sales exceeded 300,000 units [4][10] - The success of Geely Star Wish and BYD Seagull is attributed to their competitive pricing and advanced features, appealing to urban commuters and first-time buyers [5][7] - Chery's Domi aims to compete in this segment by offering improved design and features compared to its previous models, indicating a shift towards larger and more capable electric vehicles [8][10] Group 3 - The restructuring within Chery's electric vehicle division reflects a strategic shift towards a more defined product lineup, with the QQ series being positioned alongside other key brands [12][15] - Chery's previous focus on fuel and hybrid vehicles has limited its investment in the small electric car market, creating challenges in catching up with competitors [17][20] - The overall small car market presents significant opportunities, both domestically and internationally, which Chery is now aiming to capitalize on [21]
比亚迪告别闪电战
芯世相· 2025-06-27 10:28
以下文章来源于远川汽车评论 ,作者母智婕 熊宇翔 远川汽车评论 . 不止是汽车 我是芯片超人花姐,入行20年,有50W+芯片行业粉丝。 有很多不方便公开发公众号的, 关于芯片买卖、关于资源链接等, 我会分享在朋友圈 。 扫码加我本人微信 今年3月,"综合整治'内卷式'竞争"被写入了《政府工作报告》。但企业们仍然选择继续卷,京东美团挑起外卖大战2.0,车企们更不能闲着。 5月底,比亚迪的价格战再度袭来。比亚迪表示,到6月底,为旗下22款智驾版车型集体降价10%至30%,降幅最高达34%,秦PLUS DM-i智驾版杀 到6.38万元,海鸥智驾版下探至5.58万元,首次将智能电动车门槛拉入5万元区间。这是其自2023年以来的第三轮系统性降价。 尽管维持一年一度的价格战节奏,这家"价格屠夫"的财报越打越亮眼:2024全年净利润402.5亿元,毛利率逆势升至21.02%;2025年Q1净利润翻 番,同比增长100.38%。 如今身拥超90万名员工、年销售额超7000亿的比亚迪上演的是另一种工业奇迹——没有国内车企以如此快的速度,成长为一个"战争军团"。其面临的 争议也很大程度来源于此——在存量市场中以如此激进的方式切蛋 ...
蔚来萤火虫推租电模式 价格下探至7.98万元
Bei Jing Ri Bao Ke Hu Duan· 2025-06-24 10:57
来源:北京日报客户端 车市竞争激烈,越来越多车企入局10万元以下市场,企图通过低价抢占市场提振销量。 6月24日,蔚来firefly萤火虫推出BaaS电池租用购买方案。萤火虫车自在版售价为11.98万元起,发光版售价为12.58万元起,采用BaaS电池租用服务车价将下 降4万元,自在版车型为7.98万元起,发光版为8.58万元起。电池租用服务费为每月399元。 据悉,BaaS全称Battery as a Service,传递"电池即服务"的全新理念。配套蔚来发展的换电业务,2020年8月19日,该公司首次发布BaaS电池租用服务方案, 从而实现车辆起售价格下探,降低车主购车门槛。 该公司表示,推出BaaS方案以来,该方案渗透率长期高于80%。由于实现了物理层面的车电分离,使用BaaS购车方案的用户不仅降低购车压力,无需承担 电池衰减的风险,同时还能持续享受电池升级的红利,实现电池包可充可换可升级。 价格下探至10万元以内,有望进一步提升萤火虫车型的市场竞争力。目前,不少车企推出10万元以内的性价比小车,并展现出较强销量潜力。以5月销量为 例,比亚迪海鸥月销量突破6万辆,成为该品牌最畅销的车型,吉利星愿月销超过 ...
车圈为什么没有产生LABUBU?
阿尔法工场研究院· 2025-06-17 12:19
【聊设计,谈产品,观经营】聚焦出行领域的设计体验与科技变革,设计总监专访/热点趋势研究/品牌 理念传达,60万+车企从业人员/供应商/设计爱好者/车主用户关注。聊设计说车,就在参观车 作者 | 康妮 来源 | 参观车 导语: 缺乏强大创新技术与品牌力支撑的产品,却想凭借欧洲那套强权式开发逻辑去定义市场 的规则,本质还是精英主义姿态对当下情绪消费逻辑的挑战。 一个丑萌丑萌的 LABUBU ,让所有人看到了情绪价值的力量,也明白了抬升消费能力上限的,绝 非材料、参数与配置这些过于理性的务实因素。 以下文章来源于参观车 ,作者康妮 参观车 . 尤其在品牌高速成长的档口,泡泡玛特积极推动传统文化创新传承,迅速将非遗技艺融入了现代设 计,还推出了融合雕漆工艺、古法错金、扒花瓷等非遗技艺的 MEGA COLLECTION 高端收藏品, 让品牌通过文化自信进一步增强情感深度。 历史上人们耳熟能详的 精品小车,也无不如LABUBU一样,不会让用户纠结于其原料价值,而是 靠背后的情绪价值安身立命。 诞生自石油危机的 MINI 永远绑定着卡丁车式的性能基因; 为了解决城市停车难和拥堵问题的 smart 一直倡导着各种灵活思考问题 ...
一周要闻·阿联酋&卡塔尔|速卖通在中东上线卖车业务/卡塔尔去年LNG出口占全球18.8%
3 6 Ke· 2025-06-16 10:16
Group 1 - AliExpress has launched a car sales business in the Middle East, primarily featuring Chinese electric vehicles, marking it as the first platform among the "Four Little Dragons" to sell cars overseas [2] - The Industrial and Commercial Bank of China has listed its "carbon neutrality" themed green bonds on the Nasdaq Dubai, with a total issuance of $17.2 billion, compliant with international green bond principles [2] - Emirates Airlines and Air China have signed a memorandum of understanding to explore code-sharing cooperation on specific routes, enhancing their existing partnership [2] Group 2 - The Dubai Future Foundation's "Dubai Electronic Gaming Platform 2033" project has attracted over 350 gaming-related companies, with a market value projected to reach $200 billion [4] - Haitong International has begun issuing investment analysis reports on six listed subsidiaries of the Abu Dhabi National Oil Company, expecting them to benefit from trends in energy expansion and local consumption growth [4] - The Abu Dhabi Khalifa Economic Zone has announced the construction of the KIZAD Business District, aiming to create a new commercial hub in Abu Dhabi [5] Group 3 - The UAE's franchising industry has surpassed 100 billion dirhams in annual revenue, growing at an average rate of 15%, becoming a key driver of economic diversification [6] - ADNOC Gas has signed a $5 billion contract for a significant gas development project, expected to increase its EBITDA by 40% by 2029 [6] - Borouge has signed a 15-year logistics agreement worth 1.95 billion dirhams (approximately $531 million) with ADNOC L&S to enhance the export capacity of UAE's petrochemical products [7] Group 4 - Qatar is projected to account for 18.8% of global LNG exports in 2024, with a total volume of 77.23 million tons [8] - The World Bank forecasts Qatar's GDP growth rates to reach 5.4% in 2026 and 7.6% in 2027, outperforming other Gulf Cooperation Council countries [8] - Qatar's IT sector is expected to grow by $2.31 billion by 2029, driven by increasing digital applications and regulatory support [8]
“引擎”轰鸣!成都经开区汽车“军团”全力冲刺“双过半”
Xin Lang Cai Jing· 2025-06-16 08:08
Core Viewpoint - The automotive industry in Chengdu Economic and Technological Development Zone is experiencing significant growth, with companies ramping up production to meet annual targets amid a strong market demand for both traditional and new energy vehicles [1][3][5]. Group 1: Company Performance - Sichuan Lynk & Co. has switched to a full production mode, achieving a stable daily output of over 1,000 vehicles [3]. - From January to May this year, Sichuan Lynk & Co. produced 102,300 vehicles, a year-on-year increase of 181.46%, with a production value of 8.448 billion yuan, up 165.62% [7]. - The company aims to double its annual production to over 200,000 vehicles, targeting a production value of 18 billion yuan for the year [7]. Group 2: Market Trends - The global energy transition and "dual carbon" goals are driving unprecedented opportunities for the new energy vehicle industry [9]. - Chengdu Economic and Technological Development Zone has established itself as a hub for advanced manufacturing, attracting major automotive companies like FAW-Volkswagen, FAW-Toyota, and Volvo [13]. - In the first four months of 2025, the zone achieved a vehicle production of 267,100 units, a year-on-year increase of 29.29%, with new energy vehicle production soaring by 450.49% [13]. Group 3: Future Outlook - FAW-Toyota plans to increase production significantly in 2025, with measures to enhance equipment management [11]. - Volvo's Chengdu plant is undergoing technological upgrades to meet the growing demand for electric vehicles, with plans to launch multiple high-end new energy models [11].
【国金电新】吉利汽车公司深度:低成本路线、强爆款打造、经营持续向上,自主龙头车企再进发
新兴产业观察者· 2025-06-14 10:58
■ 投资逻辑 摘要 投资逻辑 公司经历底部反转后经营势头持续向上 :根据公司官方的披露, 2025 年 4 月,公司销售乘用车 23.41 万辆,同 / 环比 +52.7%/+0.8% , 25 年累计 93.8 万辆,同比 +49.1% ;其中电车 12.6 万辆,同 / 环比 +144.2%/+4.9% , 25 年 1-4 月累计 46.5 万辆,同比 +137.7% ;公司销量表现持续强势,其中电车饱受价格战影响但持续平稳, 销量连续破新高,燃油车则仍在逆势上扬。 公司困境反转的核心原因来自 : 1 )低成本路线落地:推出 GEA 平台和 EM-i 超级混动技术,产品爆款能力大幅增强; 2 )强爆款周期:公司在爆款打造能力增强的 同时,从 24 年下半年起进入轰轰烈烈的新车周期,吉利银河 E5/ 吉利星愿 / 吉利银河星舰 7 均成市场爆款, 25 年起更是有 10 款新车推出,其中吉利银河 5 款; 3 )内 部整合后经营持续向上, 24 年下半年公司发布台州宣言,并大规模开启整合,关联交易、内部资源浪费大幅减少,因而大幅增强公司盈利能力。因而在 24Q3 开始,公 司虽然经历俄罗斯市场萎缩、市场价 ...
吉利汽车6月13日全情报分析报告:「汽车价格战下吉利的应对举措」对股价有积极影响
36氪· 2025-06-13 13:32
基于全网舆情的近期数据统计, 对吉利汽车股价的影响分析报告。 来源| 36氪企业全情报(ID:EV36kr) 吉利汽车 6月13日放量下跌2.39% 16.34 -0.40 -2.39% 昨日收盘价16.74;当日收盘价:16.34 以下文章来源于36氪企业全情报 ,作者36氪 36氪企业全情报 . 舆情大数据,帮你看清市场全貌、看懂涨跌原因。 当日开盘价16.52;交易量9689.39万股 换手率0.96%;放量幅度0.26% 3日涨幅 -6.74% ;5日涨幅 -8.92% 成交额:15.78亿;总市值:1647.74亿 较过去一年的平均收盘价 +0.20% ;较过去一年的日均交易量 +0.30 % " 汽车价格战下吉利的应对举措 " 舆情分析 在汽车价格战中,吉利汽车宣布多款车型降价,吉利星愿限时补贴价5.98万元起,相比6.88万元的指导价优惠9000元。吉利控股集团董事长李书福呼吁 行业尊重产业规律,摒弃投机思维,并宣布吉利将不再建设新的汽车生产工厂,不搞重复建设。 |事件正负面性质分析 截止6月13日,此事件匹配的到全网舆情信息总量为 807条 ,正面信息 419条 ,占比 51.9% ,负面信息 ...
吉利汽车6月13日全情报分析报告:「汽车价格战下吉利的应对举措」对股价有积极影响
36氪· 2025-06-13 13:31
舆情大数据,帮你看清市场全貌、看懂涨跌原因。 基于全网舆情的近期数据统计, 对吉利汽车股价的影响分析报告。 来源| 36氪企业全情报(ID:EV36kr) 吉利汽车 6月13日放量下跌2.39% 16.34 -0.40 -2.39% 以下文章来源于36氪企业全情报 ,作者36氪 36氪企业全情报 . 昨日收盘价16.74;当日收盘价:16.34 当日开盘价16.52;交易量9689.39万股 换手率0.96%;放量幅度0.26% 3日涨幅 -6.74% ;5日涨幅 -8.92% 成交额:15.78亿;总市值:1647.74亿 较过去一年的平均收盘价 +0.20% ;较过去一年的日均交易量 +0.30 % " 汽车价格战下吉利的应对举措 " 舆情分析 在汽车价格战中,吉利汽车宣布多款车型降价,吉利星愿限时补贴价5.98万元起,相比6.88万元的指导价优惠9000元。吉利控股集团董事长李书福呼吁 行业尊重产业规律,摒弃投机思维,并宣布吉利将不再建设新的汽车生产工厂,不搞重复建设。 |事件正负面性质分析 截止6月13日,此事件匹配的到全网舆情信息总量为 807条 ,正面信息 419条 ,占比 51.9% ,负面信息 ...
止住“内卷式”价格战:价值竞争重塑汽车产业新生态
Jing Ji Guan Cha Wang· 2025-06-12 13:38
持续两年之久的价格战,犹如一场没有硝烟却异常残酷的经济内战,在汽车市场中激烈地进行着。 在日前举行的2025中国汽车重庆论坛期间,很多与会车企负责人在见面时,相互的问候语从"你们的汽 车有什么新功能"转变为"最近又有什么降价优惠措施",会场外汽车降价营销广告随处可见。 全行业的神经因为价格战始终紧绷着,这种价格"内卷"或许正在一步步突破车企的底线,把整个行业拉 进一场无休止的恶性循环。随着新能源汽车市场竞争的加剧,竞争压力从整车企业向产业链环节传导, 出现了供应商货款支付账期加长、资金周转困难等现象,危及整个产业体系的安全稳定。对此,专家呼 吁,"价格战"是饮鸩止渴的手段,汽车行业必须回归价值竞争,追求长期主义,推动产业技术创新,实 现健康可持续和高质量发展。 行业利润进一步下探 5月23日,比亚迪(002594)率先宣布22款车型降价,海洋网和王朝网推出"限时一口价"活动,降价幅 度最大的海豹07DM-i智驾版价格低至10.28万元,相比官方指导价下降5.3万元,零跑C11和C16两款车 型宣布限时降价,C16直降4.4万元。 随后,吉利汽车宣布多款车型降价,吉利星愿限时补贴价5.98万元起,相比6.88万 ...