关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上 市： 新款比亚迪夏上市，售价20.68-26.98万元； 新款马自达EZ-6上市，售价11.98-16.28万元； 新款极氪X上市，售价15.58-17.58万元； 奔驰纯电CLA上市，售价24.9-28.56万元； 新款坦克400插混版上市，售价24.98-31.98万元； 特斯拉Model Y长续航后轮驱动版上市，售价28.58万元； 智己LS9开启预售，预售价34.69-37.69万元； 埃安i60开启预售，预售价11.98-12.68万元； 新款享界S9开启预售，预售价31.8-37.8万元； 小鹏X9增程版开启预售，预售价35-37万元； 零跑Lafa5开启预售，预售价10.58-13.18万元； 公司动态： 吉利收购雷诺巴西公司股份； 小鹏发布第二代VLA大模型及自研量产Robotaxi； 大众宣布与地平线联手自研芯片，3-5年内量产交付； 日产45亿元出售总部大楼； 国内新闻： 我国组合驾驶辅助技术水平显著提升； 1、 新款比亚迪夏上市 售价20.68-26.98万元 11月4日，新款比亚迪夏上市。新车共推出4款车 ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 新款坦克400插混版上市 售价24.98-31.98万元 11月6日， 新款坦克400上市。插混版采用Hi4-Z、Hi4-T两种动力总成共3款车型，售价28.58-31.98万元。 新款坦克400插混版上市，售价24.98-31.98万元； 特斯拉Model Y长续航后轮驱动版上市，售价28.58万元； 新款享界S9开启预售，预售价31.8-37.8万元； 新款小鹏X9增程版开启预售，预售价35-37万元； 新款零跑Lafa5开启预售，预售价10.58-13.18万元； 日产汽车以970亿日元出售总部大楼； 外观方面，新车整体沿用现款设计，采用方盒子机甲风格，前包围改为平直样式，格栅尺寸更大，部分车型增加激光雷达。尺寸方面，新车长宽高分别为 4964/1970/1905mm，轴距2850mm，定位中大型SUV。 内饰方面，新车采用怀挡设计，副仪表台变得更加简洁，后排设置车顶娱乐屏，配齐冰箱。配置方面，新车采用骁龙829 ...

每经AI快讯，11月7日，华为常务董事、终端BG董事长余承东发文称，新款享界S9今天10：08正式开启 预订，11月20日上市。 ...

Core Insights - The competition in the new energy vehicle market has intensified, evolving from product competition to a comprehensive battle of systemic capabilities, with Beijing Automotive Group's new energy division achieving significant sales growth and profitability [1][2][8] Group 1: Sales Performance - In October, Beijing Automotive's new energy sales exceeded 30,000 units, reaching 30,542, a year-on-year increase of 112% and a significant rise from September's 20,539 units [1] - Cumulatively, the company has sold 142,043 units this year, marking a 73% year-on-year growth, demonstrating strong market resilience [1] - The brand's sales in October for the Extreme Fox model reached 23,387 units, a 110% year-on-year increase [3] Group 2: Strategic Initiatives - The company's success is attributed to its long-term development philosophy and the dual-brand strategy of "Extreme Fox + Enjoy" [2] - The Extreme Fox brand focuses on the mainstream market, leveraging technology to achieve value breakthroughs, while the Enjoy brand targets the high-end market in collaboration with Huawei [2][4] Group 3: Product Development - The newly launched Alpha T5 model exemplifies "value beyond class," priced under 150,000, featuring unique urban NOA capabilities [3] - The Enjoy brand's S9T model has gained traction in the high-end market, achieving over 20,000 pre-orders within 25 days of its launch [4][6] Group 4: Market Positioning - Enjoy's sales reached 6,700 units in October, breaking the long-standing dominance of BBA in the luxury market [4] - The collaboration with Huawei aims to invest 20 billion over three years to enhance product offerings in design, intelligent driving, and safety [4][6] Group 5: Technological Advancements - The company has launched the "Yuanjing AI Model," integrating advanced AI services into its vehicles, enhancing user experience [7] - The development of L4-level Robotaxi models has progressed, marking a significant step in high-level autonomous driving [7] Group 6: Future Outlook - The continuous expansion of Beijing Automotive's product matrix, along with the potential of the new Enjoy S9, enhances growth certainty for the fourth quarter [8] - The strategic actions in technology development, product layout, and market expansion are expected to significantly impact the competitive landscape of the automotive industry [8]

Core Viewpoint - The competition in the new energy vehicle market has intensified, evolving from product competition to a comprehensive battle of systemic capabilities, with Beijing Automotive Group's new energy division achieving significant sales growth and profitability [1][3]. Group 1: Sales Performance - In October, Beijing Automotive's new energy sales exceeded 30,000 units, reaching 30,542 vehicles, a year-on-year increase of 112% [1]. - Cumulatively, the sales for the year have reached 142,043 units, reflecting a year-on-year growth of 73% [1]. - The company achieved profitability in the third quarter, indicating a successful adaptation to the competitive landscape of the new energy sector [1]. Group 2: Strategic Initiatives - The success of Beijing Automotive's new energy division is attributed to its long-term development philosophy and the dual-brand strategy of "Arcfox + Xiangjie" [3]. - The Arcfox brand focuses on the mainstream market, leveraging technology to create value, while the Xiangjie brand targets the high-end market in collaboration with Huawei [3][5]. - The launch of the new Arcfox Alpha T5 and the Arcfox T1 has positioned these models as key contributors to sales growth, with the T1 achieving over 35,000 pre-orders in its first month [4]. Group 3: Market Positioning - The Xiangjie brand has successfully broken the dominance of traditional luxury brands (BBA) in the high-end market, achieving sales of 6,700 units in October, marking a new high [5]. - The strategic partnership with Huawei has been pivotal, with plans to invest 20 billion yuan over three years to enhance design, intelligent driving, and safety features [5][6]. - The introduction of the Xiangjie S9T and the upcoming S9 models will strengthen the brand's competitive position in the luxury vehicle segment [7][8]. Group 4: Technological Advancements - Beijing Automotive's new energy division is advancing in intelligent technology, with the launch of the "Yuanjing AI Model" and the development of L4-level Robotaxi vehicles [10]. - The AI services have been widely adopted, with over 800 million calls made to the intelligent service system, enhancing user experience [10]. - The combination of mainstream and high-end strategies, along with technological innovation, positions Beijing Automotive's new energy division for sustained growth in a competitive market [9][10].

Core Insights - North Benz Blue Valley reported a significant increase in revenue for Q3 2025, with total revenue reaching 5.867 billion yuan, and a year-to-date revenue of 15.384 billion yuan, reflecting a year-on-year growth of 56.69% [1] - The company achieved a positive gross margin of 1.8% in Q3 for the first time, attributed to the successful implementation of the "Extreme Fox + Enjoy World" dual-brand strategy [1] - New vehicle launches are planned for both brands in Q4, with the Enjoy World brand set to release the new mid-to-large sedan, the Enjoy World S9, on November 27, and the Extreme Fox brand launching the new Extreme Fox Alpha T5 on October 28 [1][2] Revenue and Financial Performance - Q3 revenue was reported at 5.867 billion yuan, while the total revenue for the first three quarters reached 15.384 billion yuan, marking a 56.69% increase year-on-year [1] - The gross margin turned positive for the first time at 1.8% in Q3, indicating improved profitability [1] Product Launches and Innovations - The Enjoy World brand will unveil the new Enjoy World S9 on November 27, while the Extreme Fox brand will launch the new Extreme Fox Alpha T5 on October 28, which includes an extended range version and enhancements in smart driving and battery life [1][2] - The new Extreme Fox Alpha T5 offers three models in the extended range version priced between 113,800 to 131,800 yuan, and four models in the pure electric version priced between 123,800 to 158,800 yuan [1] Competitive Positioning - The new Extreme Fox Alpha T5 demonstrates a clear price advantage compared to competitors such as Leap C11, Deep Blue S07, and BYD Haiyan 06, with the company aiming to leverage this advantage for increased sales [4]

Core Insights - Huawei's HarmonyOS vehicle delivery has surpassed 1 million units in just 43 months, showcasing significant growth and partnership support [1] - The company aims to enhance product offerings and improve user experience in the future, with a goal of achieving the next million units delivered even faster [1] Group 1: Product Launches and Features - On August 25, Huawei launched several new models including the Zhijie R7 and Zhijie new S7, featuring industry-first intercom functions that allow communication without lowering windows [5] - The new models have contributed to increased sales, with the Aito brand (Wenjie) being a major sales driver [5] Group 2: Sales Performance - In September, HarmonyOS delivered 52,916 new vehicles, ranking second in monthly deliveries, with expectations to reach 60,000 units in October due to new model launches [5] - The flagship 9 series and the new Enjoy S9 are set to launch in November, indicating ongoing product expansion [5] Group 3: Market Trends - The overall retail market for passenger vehicles in China saw a decline of 6% year-on-year in October, with a total of 1.128 million units sold in the first three weeks [10] - The new energy vehicle market, however, experienced a 5% year-on-year increase, with a penetration rate of 56.1% [10]

Core Insights - Huawei's Executive Director and Chairman of the Terminal BG, Yu Chengdong, announced the upcoming launch of the HarmonyOS flagship 9 series and the new Enjoy S9 model, set for release in November [1] Group 1 - The HarmonyOS flagship 9 series and Enjoy S9 will be launched in November [1]