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交银国际:给予蔚来汽车买入评级
news flash· 2025-07-11 10:07
交银国际:给予蔚来汽车买入评级 智通财经7月11日电,交银国际就蔚来汽车(09866.HK)发布研报称,该公司子品牌乐道新车型L90开启预 售,其预售价仅19.09万超出预期,在同级别车型中极具竞争力。该车型发布预示未来市场焦点或在于 边际改善,特别是销量回升的可持续性,同时降本效果能否达到市场的预期,目前蔚来2025年市销率约 为0.6倍,下行空间有限,边际改善股价迎来短期反弹机会,维持买入评级。 ...
晚点独家丨广汽华望已规划两款新车,预计明年发布
晚点LatePost· 2025-07-10 12:30
从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 除了不进华为销售渠道,双方在产品方面的合作近乎于 "第六界"。 文 丨 郭瑞婵 编辑 丨 龚方毅 我们独家获悉,广汽集团与华为合作打造的华望汽车目前规划了两款车型,一款轿车与一款 SUV,动力形式包括纯电与增程,预计明年面世。两款新车的风格接近目前 20 万以上市场热 度最高的品牌,但定位可能更高端,广汽曾披露华望主要面向 30 万级的市场。 以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 针对上述信息,我们已向华望汽车进行求证,回复表示以此前官方发布信息为准。 广汽从 2017 年起就与华为建立合作关系,曾是第一批与华为开展 HI 模式合作的车企。去年起双方合 作明显深化,先是官宣传祺新车将采用华为的鸿蒙座舱与乾崑智驾,又于去年 11 月签署智能汽车战 略合作,随后广汽于今年 3 月成立华望公司,并表示是广汽与华为共同打造的项目。 由于华为车 BU 团队在华望项目里参与了整车定义、产品设计、研发及营销,也因此被看作近似于阿 维塔的 HI PLUS 模式,"含华量" 接近鸿蒙智行 "五界"。 目前,华望正面向外部招揽研发、产品 ...
独家丨广汽华望已规划两款新车,预计明年发布
晚点Auto· 2025-07-10 11:09
除了不进华为销售渠道,双方在产品方面的合作近乎于 "第六界"。 文 丨 郭瑞婵 编辑 丨 龚方毅 我们独家获悉,广汽集团与华为合作打造的华望汽车目前规划了两款车型,一款轿车与一款 SUV,动力形式包括纯电与增程,预计明年面世。两款新车的风格接近目前 20 万以上市场热 度最高的品牌,但定位可能更高端,广汽曾披露华望主要面向 30 万级的市场。 针对上述信息,我们已向华望汽车进行求证,回复表示以此前官方发布信息为准。 广汽从 2017 年起就与华为建立合作关系,曾是第一批与华为开展 HI 模式合作的车企。去年起双方合 作明显深化,先是官宣传祺新车将采用华为的鸿蒙座舱与乾崑智驾,又于去年 11 月签署智能汽车战 略合作,随后广汽于今年 3 月成立华望公司,并表示是广汽与华为共同打造的项目。 由于华为车 BU 团队在华望项目里参与了整车定义、产品设计、研发及营销,也因此被看作近似于阿 维塔的 HI PLUS 模式,"含华量" 接近鸿蒙智行 "五界"。 目前,华望正面向外部招揽研发、产品、销售与服务、营销、财务等领域人才。我们了解到,华望的 负责人由广汽集团投资发展部部长、广汽传祺副总经理刘嘉铭担任,他曾历任广汽丰田 ...
今日新闻丨比亚迪承诺为所有天神之眼车辆自动泊车事故兜底!享界汽车发布新车标!广汽菲克破产清算!
电动车公社· 2025-07-09 15:55
一个优秀的LOGO是品牌成功路上必不可少的一部分,最典型的就是"被咬了一口"的苹果。从设计角度来看, 享界的新车标更加凸显了 科技感和豪华感。期 待接下来享界推出的旅行版车型,能给大家带来更多的惊喜。 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 、 享界汽车发布新车标 7月8日,享界汽车发布新车标。新车标采用长六边形造型,内嵌星状图标,中心位置刻有"STELATO"字样, 承载着品牌"手可摘星"的愿景。 享界汽车发布新车标 ; 广汽菲克破产清算 ; 比亚迪承诺为所有天神之眼车辆自动泊车事故兜底 ; 2、 广汽菲克破产清算 7月8日,广汽菲亚特克莱斯勒汽车有限公司管理人发布破产清算案进展通报,披露案件多项工作推进情况。 因广汽菲克公司已无重整可能,经部分债权人意 见反馈及债权人委员会讨论,管理人已申请长沙中院裁定宣告其破产。 3、 比亚迪承诺为所有天神之眼车辆自动泊车事故兜底 2025年7月9日,比亚迪汽车官方宣布,已率先实现媲美L4级的智能泊车,并承诺在中国市场,对 ...
余承东、张建勇发布享界新车标,揭秘国产新能源高端化打法
Nan Fang Du Shi Bao· 2025-07-09 06:22
此次发布的新车标以六边形为主结构,融合双层中心图案与微米级金属纹理,设计思路据称来自用户社 群广泛反馈,旨在提升品牌识别度与视觉体系统一性。余承东在现场表示,享界的视觉体系将统一归入 鸿蒙智行序列,未来新车型也将逐步使用该标识。张建勇则指出,享界的品牌建设尝试打破传统"自上 而下"的方式,更多倾向于吸收用户意见,构建更为开放的沟通方式。 7月8日,"2025享界用户星享之夜"在北京举行。活动现场,华为常务董事、终端BG董事长余承东与北 汽集团党委书记、董事长张建勇共同发布享界全新品牌车标。演员沈腾作为享界体验官也现身说法,分 享了使用享界S9过程中的体验细节,他提到在片场工作的时候,零重力座椅消解了拍摄的疲惫,智能 投影巨幕系统2.0则让剧本阅读告别了低头蜷颈的不适。 享界S9由华为与北汽合作推出,定位于中大型纯电轿车市场。自2023年上市以来,该车型主打智能座 舱与高阶辅助驾驶系统。据厂方数据,2025年6月,享界S9交付4154辆,在30万元以上新能源轿车细分 市场中处于领先位置。 此外,余承东还透露,享界品牌将在2025年秋季推出一款旅行车型,补充产品矩阵,覆盖更多家庭出行 与长途使用场景。 从用户社群 ...
【地方市场】2025年5月北京汽车市场分析
乘联分会· 2025-07-08 08:08
New Car Transaction Situation - In May, new car transactions in Beijing reached 50,500 units, a month-on-month decrease of 5.32% and a year-on-year decrease of 10.53%. The month-on-month growth rate is 9.02 percentage points lower than the national average, and the year-on-year growth rate is 21.73 percentage points lower than the national average [3] - From January to May, a total of 235,000 new cars were traded in Beijing, a decrease of 7.39% compared to 253,700 units last year, with growth lower than the national average by 18.29 percentage points [3] Imported Car Sales Situation - In May, imported car transactions in Beijing totaled 2,518 units, showing a month-on-month increase of 1.1% but a year-on-year decrease of 19.35% [7] - Cumulatively, from January to May, 12,000 imported cars were traded, representing a year-on-year decline of 21.86% [7] New Energy Vehicle Sales Situation - In May, 29,800 new energy vehicles were sold in Beijing, with a month-on-month increase of 2.99% and a year-on-year increase of 0.55%, accounting for 59.03% of total new car transactions [16] - From January to May, a total of 127,300 new energy vehicles were traded, reflecting a year-on-year growth of 12.89% and accounting for 54.16% of total new car transactions [16] Used Car Transaction Situation - In May, the number of used car transactions in Beijing was 53,300, with a month-on-month decrease of 9.6% and a year-on-year decrease of 9.03%, resulting in a new-to-old car ratio of 1:1.06 [17] - From January to May, the total number of used car transactions was 259,900, down 3.24% year-on-year, with a new-to-old car ratio of 1:1.11 [17] Used Car Migration Rate - In May, the migration rate of used car transactions in Beijing was 35.20%, showing a month-on-month decrease of 0.74 percentage points and a year-on-year decrease of 1.33 percentage points [18]
关税前购买热潮消退,丰田和本田预计6月在美销量仅略有增长
news flash· 2025-07-04 11:07
Group 1 - Toyota and Honda reported slight year-on-year increases in U.S. sales for June, reflecting a decline in the pre-tariff buying surge [1] - Toyota's U.S. sales rose by 0.1% to 193,248 units, a slowdown compared to 11% in May and 10% in April [1] - Honda's sales increased by 2% to 114,486 units, down from 7% in May and 18% in April [1] Group 2 - Subaru's sales fell by 16% to 46,515 units, marking the second consecutive month of decline [1] - Mazda's sales decreased by 6% to 33,385 units, also experiencing a second month of year-on-year decline [1] - The decline in Subaru and Mazda sales follows drops of 10% and 19% respectively in May [1] Group 3 - The increase in vehicle prices due to a 25% tariff on imported cars imposed by the Trump administration has led to a slowdown in future sales growth [1]
英国6月新车注册量191316辆,同比增长6.7%
news flash· 2025-07-04 10:02
英国汽车制造商和贸易商协会(SMMT)7月4日公布数据,英国6月新车注册量191316辆,同比增长 6.7%。 ...
李斌:技术创新才是蔚来的底色
Jin Rong Shi Bao· 2025-07-04 09:18
Group 1 - NIO's core strength is seen as technological innovation rather than just good service, according to CEO Li Bin [1] - The new manufacturing facility in Anhui features advanced technologies such as a "cube" vehicle storage platform that optimizes inventory management, reducing process distance by 20% [1] - The "Flying Land" intelligent assembly island transforms traditional manufacturing methods, allowing for high flexibility in production [1] - The "Tiangong" intelligent manufacturing management system achieves 100% transparency in production, lowering costs by 10% and increasing efficiency by 10% [1] - The "Tiantian" AI self-inspection system can perform over 1000 vehicle function checks in 3 minutes, improving efficiency by over 10 times compared to traditional methods [1] - The "Tian Tong" quality inspection island enhances defect identification accuracy to 99.7% [1] - NIO's advanced manufacturing facility utilizes self-developed industrial AI algorithms, achieving AI-driven decision-making in 80% of manufacturing scenarios [1] - In 2024, NIO is projected to achieve a revenue of 59.83 billion yuan in Anhui, representing a year-on-year growth of 32.3% [1] Group 2 - NIO's development reflects the growth of the entire Anhui province's new energy vehicle industry [2] - NIO has increased its local supply chain partners in Anhui from approximately 60 to 143 over the past three years [2] - The establishment of a "zero-kilometer logistics" model in the Hefei New Bridge Intelligent Electric Vehicle Industrial Park enhances operational efficiency by reducing in-process inventory and logistics costs [2]
英国汽车制造商和贸易商协会(SMMT):英国6月份新车注册量同比增长6.7%,达到191,316辆。
news flash· 2025-07-04 08:04
英国汽车制造商和贸易商协会(SMMT):英国6月份新车注册量同比增长6.7%,达到191,316辆。 ...