Group 1: Market Overview - In April, the new energy vehicle market saw significant growth, with BYD leading sales at over 380,000 units, followed by Leap Motor and Xiaopeng with remarkable increases in sales [1][4][18] - The overall sales of passenger cars reached 372,615 units, reflecting a year-on-year growth of 19.4% [6] Group 2: BYD Performance - BYD's new energy vehicle sales reached 380,089 units in April, marking a year-on-year increase of 21.3% [3][4] - The sales of BYD's main models, including the Dynasty and Ocean series, totaled 347,053 units, up 16.5% year-on-year [4] Group 3: Other Key Players - SAIC-GM-Wuling's new energy vehicle sales surged by 83.2% to 69,678 units, contributing to a total global sales of 126,455 units, which is a 22% increase [9][10] - Leap Motor achieved a monthly sales record of 41,039 units, a year-on-year increase of 173% [13] - Xiaopeng Motors delivered 35,045 vehicles in April, representing a staggering year-on-year growth of 273% [17][18] - Li Auto's sales reached 33,939 units, with a year-on-year increase of 31.6% [21][24] - Great Wall Motors sold 28,813 new energy vehicles, reflecting a year-on-year growth of 28.42% [27][28] - GAC Aion's sales reached 28,301 units, maintaining positive growth in the new energy vehicle market [33] - Xiaomi delivered over 28,000 vehicles in April, expanding its retail presence significantly [37] - NIO's deliveries totaled 23,900 units, with a year-on-year increase of 53% [40] - Deep Blue's sales reached 20,138 units, marking a year-on-year growth of 58% [45] - Zeekr sold 13,727 units, with a year-on-year increase of 18.7% [47] - Avita's sales reached 11,681 units, a significant year-on-year increase of 122.6% [50] - Lantu sold 10,019 units, reflecting a year-on-year growth of 150% [53] - IM Motors delivered 4,366 units, showing a year-on-year increase of 55% [56]

1、 国家发展改革委会同商务部、市场监管总局29日发布 《关于开展市场准入壁垒清理整治行动 促进全国统一大市场建设的通知》 ，进一步大力破 除市场准入壁垒，全面清理和整改违规设置市场准入壁垒的各类不合理规定和做法，建立健全线索归集、核实整改、案例通报等长效机制，让"非禁即 入"落地生根，营造公平的市场准入环境。 本次清理整治的重点是，以地方性法规、规章、行政规范性文件、其他政策性文件等形式设立和实行的违反 市场准入制度要求的各类规定文件，以及各级政府违规设置市场准入壁垒的各类做法情形。 今日导读 1. 记者获悉，近日，国家发展改革委已印发通知，会同财政部及时向地方追加下达今年第二批810亿元超长期特别国债资金，继续大力 支持消费品以旧换新。 国家发展改革委副主任赵辰昕4月28日表示，今年前两批消费品以旧换新资金一共下达超过1600亿元，后续还 有1400亿元左右，会根据各地支付进度陆续下达。 2. 贵州茅台(600519)4月29日晚间发布一季报，2025年第一季度营收为506.01亿元，同比增长10.54%；归母净利润为268.47亿元，同比 增长11.56%。 3. 新华保险4月29日晚间公告称，经董事会 ...

Core Viewpoint - The 2025 Shanghai International Auto Show marks a shift in focus from celebrity appearances to technology and products, allowing better media and audience engagement with innovations and offerings [2] Group 1: Product Launches and Innovations - Lantu Motors showcased its entire lineup and self-developed technologies at the auto show, including the Lantu FREE+, which features Huawei's advanced driving system HUAWEI ADS 4 and HarmonySpace 5 [2][3] - The Lantu FREE+ is positioned as an upgraded version of the original Lantu FREE, which has accumulated nearly 100,000 users since its launch in June 2021 [2][3] - The company invested over 500 million yuan to implement 1,366 product upgrades, with 381 related to safety, enhancing the vehicle's overall performance and user experience [3] Group 2: Market Positioning and Competition - Lantu FREE+ aims to penetrate the top three in the mid-to-large new energy SUV market, facing stiff competition from established models like Volkswagen Teramont and Toyota Prado, as well as newer entrants like Li Auto L6 and AITO M7 [4] - The C-class SUV market saw a significant decline in sales, down 27.5% year-on-year in Q1, indicating a challenging environment for new models [4] Group 3: New Model Previews - The Lantu Dreamer Mountain River, a new version of the Lantu Dreamer, has been launched with a pre-sale price of 709,000 yuan, targeting high-net-worth individuals in the luxury MPV segment [7] - The Dreamer Mountain River features advanced amenities such as a 50-inch smart projector and zero-gravity seats, and it also incorporates Huawei's driving assistance technology [7] Group 4: Sales and Future Plans - Lantu Motors has established over 600 sales service points and integrated more than one million charging resources nationwide, with sales reaching 10,012 units in March, a 64% year-on-year increase [8] - The company plans to launch more than four new or updated models by 2025, aiming for continuous product iteration and sales growth [8]

Core Insights - Dongfeng Motor Group's premium brand, Lantu, showcased two new models, Lantu FREE+ and Lantu Dreamer Mountain River, at the 2025 Shanghai International Auto Show, highlighting its collaboration with Huawei through the integration of Huawei's advanced driving system ADS 4.0 and Harmony cockpit 5.0 [1][3][5] Group 1: Product Launch and Features - Lantu FREE+, a revamped version of the brand's first model, underwent over 500 million yuan in upgrades, including 381 safety-related optimizations, marking it as a significant product of Lantu's partnership with Huawei [3][5] - The four-seat version of Lantu Dreamer Mountain River targets high-net-worth individuals with a pre-sale price of 709,900 yuan, featuring advanced amenities like a 50-inch smart projector and zero-gravity seats, aiming to redefine business travel [5][7] Group 2: Market Position and Strategy - Lantu's CEO emphasized that the competition in smart driving extends beyond algorithms to include perception, decision-making, and execution capabilities, positioning Lantu's technology as a combination of intelligent software and robust mechanical quality [7] - In Q1 2025, Lantu achieved a 59% year-on-year growth, becoming the first central enterprise premium brand to reach the milestone of 200,000 vehicles produced, with plans to launch over four new models and develop L3-level intelligent architecture by the end of 2025 [7][8] Group 3: Customer-Centric Approach and Service Expansion - Lantu's COO highlighted that the upgrades in Lantu FREE+ were largely based on user feedback, indicating a strong focus on understanding and meeting customer needs [10] - The newly launched "Lantu Service VOYAH SERVICE" aims to create a "million-user service system," with a planned investment of 5 billion yuan by Q2 2026 for charging networks and service point expansion, targeting 900 service touchpoints by the end of 2025 [10] Group 4: International Expansion and Future Outlook - Despite geopolitical challenges affecting overseas expansion, Lantu's leadership remains optimistic about the global competitiveness of Chinese automotive brands, attributing it to diligence and innovation [10]