小鹏G6

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车企价格战,谁降价最狠?
Hua Er Jie Jian Wen· 2025-07-10 03:56
Core Insights - The Chinese passenger car market achieved a record high in June, with wholesale sales reaching 2.5 million units, a year-on-year increase of 15% [1][2] - Intense price competition is escalating, particularly among brands like Geely, XPeng, and Leap Motor, which are offering deeper discounts compared to industry leader BYD [1][5] - The ability of automakers to halt price wars will be a focal point for market observers, especially under the backdrop of anti-involution policies [1][7] Sales Performance - June saw wholesale, retail, and production figures all hitting monthly records, with wholesale sales at 2.5 million units, retail deliveries at 2.1 million units (up 18% year-on-year), and production increasing by 13% [2][4] - Exports also reached a new high of 480,000 units, marking a 28% year-on-year increase [4] Price Competition - The report highlights that retail discounts have widened across brands, with Geely's discounts increasing by 3.1 percentage points, XPeng's by 3.5 percentage points, and Leap Motor's by 1.2 percentage points [5][6] - BYD's recent price adjustments have not matched the aggressive discounting strategies of its competitors [5][7] New Energy Vehicle Growth - New energy vehicles (NEVs) continue to show strong growth, with wholesale sales reaching 1.24 million units in June, a 27% year-on-year increase [8] - The penetration rate of electric vehicles remains high at 50% for June, contributing to a 9 percentage point increase year-on-year for the first half of 2025 [8] - BYD holds a 30% market share in the NEV sector, with June sales of 378,000 units, while Tesla reported sales of 72,000 units [8]
小鹏汽车(9868.HK)2025年6月销量点评:销量同环比提升 销量结构持续改善
Ge Long Hui· 2025-07-09 02:16
Core Viewpoint - Xiaopeng Motors reported significant growth in vehicle deliveries, with June 2025 deliveries reaching 34,611 units, a year-on-year increase of 224.4% and a month-on-month increase of 3.2% [1]. Group 1: Sales Performance - In June 2025, the company delivered 34,611 vehicles, marking a year-on-year increase of 224.4% and a month-on-month increase of 3.2% [1]. - Cumulative deliveries for Q2 2025 reached 103,000 units, representing a year-on-year increase of 241.6%, setting a new record for quarterly deliveries [1]. - The delivery structure improved, with the Xiaopeng X9 delivering 7,451 units in Q2, reflecting a 112% increase from the previous quarter and a 41% increase year-on-year [1]. Group 2: New Product Launches - The new models Xiaopeng G6 and G9 have been well-received, achieving sales leadership in their respective segments domestically and internationally [2]. - The Xiaopeng G7 was officially launched on July 3, 2025, with expectations for two new significant models to be delivered in Q3, including a new generation P7 [2]. - The Xiaopeng Kunpeng super electric vehicle is expected to enter mass production in Q4 2025, enhancing the product lineup [2]. Group 3: International Expansion - On June 19, 2025, Xiaopeng Motors launched its flagship model, the Xiaopeng X9, in Indonesia, marking a key step in global localized production [1]. - The right-hand drive version of the X9 is set to begin production in Indonesia in July 2025 [1]. Group 4: Financial Outlook - The company is expected to achieve a quarterly profit turnaround in Q4 2025 and generate positive free cash flow for the entire year [2]. - Projected revenue for 2025 is estimated at 99.1 billion yuan, corresponding to a price-to-sales ratio of 1.2X, indicating a significant improvement in financial performance [2]. - The expansion of software revenue and continued international growth are expected to provide substantial earnings flexibility for the company in the future [2].
新车看点 | 走极致性价比路线,不到20万元起的小鹏G7尝试复制P7+的爆款案例
Guan Cha Zhe Wang· 2025-07-07 01:49
此前在小鹏G7的预售发布会上,小鹏给出其预售价为23.58万元,在发布会前,小鹏副总裁陈永海在微 博上表示,小鹏G7绝无可能定在20万元以内。 【文/观察者网 刘怀文 编辑/高莘】7月3日,小鹏汽车在北京正式发布了定位家庭的智能纯电SUV小鹏 G7,售价19.58万—22.58万元,在上市期间下定额外赠送价值1.7万元的配置。 然而到正式上市时,小鹏G7通过新增一个长续航版本,还是将最低起售价定到了20万以内,甚至与小 鹏G6的价格区间产生一定程度的重合。可以看出,为了应对市场变化,小鹏也在飞速调整自己的产品 策略,为了打造出爆款产品,不惜以3月份才改款上市的小鹏G6作为代价。 2024年11月,小鹏推出了纯电中大型轿车小鹏P7+,凭借更低的价格、更大的空间和更高的舒适性配 置,成就了小鹏在20万价位的第一个爆款。小鹏G7的产品策略与P7+如出一辙,决心将实用主义奉行到 底,打造出满足最多用户需求的极致性价比的产品。 小鹏G7拥有超大的车内空间,在与小鹏G6轴距相同的条件下,小鹏G7通过加长前悬和后悬,改善溜背 造型,又一次增大了车内空间。在小鹏G6同级领先"得房率"的基础上,小鹏G7更上一层楼,可以满足 在 ...
小鹏G7硬刚特斯拉Model Y胜算几何?
Jing Ji Guan Cha Bao· 2025-07-06 10:38
7月3日,小鹏G7在北京上市,新车定位中型SUV,共三个版本,售价19.58万—22.58万元。此前小鹏汽 车的SUV产品线包括G9和G6,前者售价24万—27万元,后者售价17万—19万元,而G7则是为了填补在 20万—25万元区间的价格断层。 特斯拉Model Y的一大杀手锏在于其智能辅助驾驶FSD的数据积累和超充网络的密度。截止到2024年第 二季度,特斯拉FSD就拥有超25.74亿公里真实路测数据,而小鹏未公布这方面的数据。作为对比,截 至2025年5月,鸿蒙智行辅助驾驶总里程3.1亿公里,百度Apollo自动驾驶测试总里程超过1.7亿公里。小 鹏G7虽在硬件参数上实现超越,但在软件算法迭代、用户数据规模上仍有差距。 小鹏汽车5C超充技术的普及依赖配套设施的跟进。目前小鹏自营充电网络覆盖420城,自营充电站2348 座,小鹏超充站/超快充桩达1858根,但仅S4超充桩支持5C,大量的S2、S4桩仅支持2C或3C充电。而特 斯拉在中国的超充站数已超2100座,超充桩超1.16万根。特斯拉超充桩在匹配自家车型时,实际C率约 为3-4C,虽数值不敌5C竞品,但凭借高效BMS和超充网络密度,用户体验仍处第一梯 ...
抖音新规:未满16周岁禁止出镜直播|首席资讯日报
首席商业评论· 2025-07-06 03:40
Group 1 - Meizu's recent social media account name change does not affect the company's name or entity, focusing on the Meizu and Flyme brands for more efficient communication [1] - In the first half of 2025, Chinese electric vehicles dominated the Israeli market, with 21,252 units sold, accounting for 81.2% of total electric vehicle sales in Israel [2][1] - The top-selling electric vehicle in Israel was the XPeng G6, with 3,164 units sold, followed by BYD's ATTO 3 and Chery's Omoda 5 [1] Group 2 - The China Football Association reported over 25,487 registrations for the "China Football Association Player Self-Recommendation System," with 6813 submitting personal information [3] - Musk's proposal to establish a third political party in the U.S. faces significant legal and logistical challenges, according to election experts [4] - The latest version of WeChat for HarmonyOS aims to align with and potentially surpass Android and iOS functionalities [5][6] Group 3 - Shunde Rural Commercial Bank has withdrawn its IPO application, leading to the termination of its listing review by the Shenzhen Stock Exchange [8] - SF Holding completed the placement of 70 million new H-shares, raising approximately HKD 29.33 billion, increasing its total issued H-shares to 240 million [9] - CATL and Geely have signed a comprehensive strategic cooperation agreement to deepen collaboration in battery technology and supply chain development [10][11] Group 4 - ST Huike is under investigation by the China Securities Regulatory Commission for suspected violations of information disclosure laws [12] - Jinan has established a Robot Industry Empowerment Alliance, releasing a list of 87 application scenarios for robots across 12 sectors, with an annual investment of 142.6 billion yuan [13][14] - Tencent's stake in Zhong An Online has decreased from 8.09% to 7.99% after selling approximately 1.48 million shares [15] Group 5 - Douyin has implemented new regulations prohibiting minors under 16 from live streaming, requiring parental consent for those aged 16 to 18 [16]
罗马仕深夜正式发布停工停产通知,将停工6个月;《爱情公寓》女演员自曝被合伙人欺骗,加盟商每月都在赔钱;上海乐高乐园开园丨邦早报
创业邦· 2025-07-06 01:03
完整早报音频,请点击标题下方小耳机收听 【网传盘古抄袭千问?华为回应】 7 月 5 日消息,关于近期开源社区及网络平台关于盘古大模型开 源代码的讨论,盘古 Pro MoE 技术开发团队诺亚方舟实验室发布声明称,盘古 Pro MoE 开源模型 是基于昇腾硬件平台开发、训练的基础大模型,并非基于其他厂商模型增量训练而来。盘古 Pro MoE 开源模型部分基础组件的代码实现参考了业界开源实践,涉及其他开源大模型的部分开源代 码。声明称,严格遵循开源许可证的要求,在开源代码文件中清晰标注开源代码的版权声明。这不仅 是开源社区的通行做法,也符合业界倡导的开源协作精神。(科创板日报) 【 DeepSeek 给王一博道歉是假的】 近日,一则" DeepSeek 就 AI 模型违规关联向王一博道歉"的 消息在网络疯传,引发广泛关注。据称,这家人工智能公司因内容审核疏漏,将王一博与"李爱庆腐 败案"不当关联,损害了其名誉,并已作出正式道歉。然而, DeepSeek 官方从未发表过道歉声明, 相关信息中也没有任何一则明确指出 DeepSeek 的道歉渠道,部分媒体发的所谓的声明截图竟本身 就是 AI 生成的文字,还带有 AI 生 ...
小鹏汽车-W(09868.HK):G7定价超预期 重磅新品再落地
Ge Long Hui· 2025-07-05 18:16
机构:方正证券 研究员:文姬 6 月底,旗舰MPV 小鹏X9 正式登陆印尼市场,起售价9.9 亿印尼盾。与此同时,公司首个海外本地化 生产项目——印尼KD 工厂(散件组装)即将落地。 交付成绩亮眼,高增势头强劲。小鹏汽车2025 年6 月交付成绩单亮眼,当月汽车交付量达3.46 万辆,同 比+224%。截至当月,小鹏已连续八个月交付量破3 万辆,展现出强劲的市场竞争。25Q2 期间,公司 累计交付10.32 万辆,刷新季度交付纪录,25H1 期间19.72 万辆的交付成绩,更是超越2024 年全年交付 总量,体现出公司在产品布局、技术创新及营销服务等方面的优化成效显著。公司下半年还将发布全新 P7、G01 至少两款新车,加之海外市场持续突破,公司销量增长势头强劲。 盈利预测:我们预计公司2025-2027 年实现营收947.43/1316.56/1590.43亿元,归母净利润分别 为-3.27/30.24/61.55 亿元,EPS 分别为-0.17/1.59/3.23 元,给予"强烈推荐"评级。 风险提示:市场竞争超预期,新车上市销量不及预期,扩产进度不及预期。 事件:2025 年7 月3 日,小鹏G7 上市 ...
保时捷纯电卡宴内饰曝光:4块大屏加持,仅有少量实体按键;中国汽车上半年销量领跑以色列市场丨汽车交通日报
创业邦· 2025-07-05 10:17
1.【 中国汽车上半年销量领跑以色列市场】 7月5日消息,以色列汽车进口商协会日前发布的数据显 示,2025年上半年,中国品牌电动车继续在以色列市场热销,中国稳居以色列最大汽车供应国。 数 据显示,2025年上半年,以色列共售出21252辆中国品牌电动车,占同期全国电动车总销量的 81.2%。其中,小鹏汽车的中型SUV G6以3164辆的销量位居第一,成为以色列最畅销电动车。比亚 迪车型ATTO 3和奇瑞汽车的Omoda 5分列销量排行榜第二和第三。 今年上半年,中国品牌电动车 和燃油车在以色列的总销量为45439辆,位列所有出口国之首。(新华社) 2. 【 比亚迪海洋网的首款混合动力旅行车海豹06DM-i正式上市 】7月4日,比亚迪海洋网的首款混 合动力旅行车——海豹06DM-i正式上市。新车官方指导价为10.98万元 ~ 12.98万元,其中纯电续 航里程分别为80公里和150公里。 海豹06DM-i全系标配了天神之眼C智能辅助驾驶方案,通过作为 主传感器的三目摄像头可实现高快领航和自动泊车等功能。(三湘都市报) 精选行业新闻,帮你省时间! 此外,如果您还想 查公司、找项目、看行业,深入了解人形机器人、商 ...
重磅产品G7终上市,小鹏迎来关键之战|车圈脉动 Vol.2
Hu Xiu· 2025-07-05 02:30
7月3日,小鹏汽车发布全新中型智能纯电SUV——小鹏G7。 作为小鹏"智能驾驶2.0"战略下的关键新车,G7被视为去年"触底反弹"后最重要的SUV产品,承载着提振品牌与销量的双重使命。目前,小鹏整体销量仍主 要依靠入门产品MONAM03支撑,G6与G9在20~25万元主流新能源SUV市场表现平庸,导致市场影响力持续下滑。 要实现2025年四季度扭亏为盈的目标,G7必须取得市场成功,同时还要支撑小鹏整体技术与产品的品牌向上,成为小鹏翻转局势的关键一役。 本期车圈脉动(002)聚焦于小鹏G7,分析这款产品的竞争力。 【小鹏G7主打:主流市场、智能化】 小鹏G7共推出 3 款车型,售价区间为19.58万元至22.58万元,最高续航702km,核心配置一致,主要区别在于是否配备图灵 AI 芯片及智能驾驶能力的 等级。 小朋 Ul G7 Ultra版搭载3颗自研图灵AI芯片,构建2250+TOPS的本地算力平台,结合VLA+VLM大模型系统,实现类人理解与决策能力,具备L3级智驾能力基 础。 g 0 Vision L 18 运动型大脑 智能座舱采用8295P芯片+专用AI芯片组合,支持本地语义理解、跨语言交互和主动服务 ...
新能源品牌半年销量战绩:中高端表现分化,20万以下市场增长明显
经济观察报· 2025-07-04 10:22
与中高端市场销量分化的趋势相比,产品均价在20万元以下的 几个品牌,如零跑汽车、小鹏汽车、深蓝汽车等则实现了高速 增长。 作者:王帅国 封图:本报资料库 进入7月,多家车企陆续发布了2025年上半年交付成绩。整体来看,产品售价在30万元以上的中高端品牌,呈现销量增速分化状态,理想汽车、蔚来汽 车增速下滑,岚图汽车、方程豹汽车等由于基数较小,增速较快;产品均价在20万元到30万元之间的品牌亦有分化趋势,小米汽车增长迅速,极氪汽 车则略显乏力;产品均价在20万元以下的几个品牌,如零跑汽车、小鹏汽车、深蓝汽车等均实现了高速增长。 具体而言,在产品平均售价30万元以上的高端品牌中,问界汽车6月全系交付4.47万辆,同比增长4.45%。其中问界M9 2025款交付1.37万辆,问界M8 交付2.12万辆。 理想汽车6月交付新车3.63万辆,同比下降24.06%。上半年,理想汽车交付20.39万辆,同比增长7.91%。理想汽车董事长兼CEO李想近日表示:"今年 是理想汽车充满机遇和挑战的一年,上半年我们完成了全系在售产品的智能焕新。下半年高压纯电产品将加速发力,家庭六座纯电SUV理想i8将于7月 上市,家庭五座纯电SUV ...