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5月新能源车销量TOP10:上榜厂商环比全部正增长 鸿蒙智行创新高
Xin Lang Cai Jing· 2025-06-11 06:24
Market Overview - In May, the automotive market showed strong performance despite being a traditionally slow season, driven by the "two new" policies and various consumption promotion measures [1] - Retail sales of new energy passenger vehicles reached 1.027 million units in May, representing a year-on-year increase of 28.9% and a month-on-month increase of 13.6% [1] - Cumulatively, sales for the first five months of the year reached 4.357 million units, up 34.2% year-on-year [1] Brand Performance - BYD maintained its leading position with retail sales of 293,021 units in May, showing a year-on-year growth of 9.2% and a month-on-month growth of 9.0% [1] - Geely Automotive ranked second with sales of 130,398 units in May, achieving a year-on-year growth rate exceeding 100% [2] - The top 10 new energy vehicle brands in May saw changes, with Hongmeng Zhixing and Seres Automotive entering the list, while Xiaomi and XPeng dropped out [1] Notable Models - The A0-class pure electric vehicle, Geely Xingyuan, significantly contributed to Geely's sales growth [2] - Hongmeng Zhixing's Aito series, particularly the Aito M9 and M8 models, achieved high delivery numbers, with M9 delivering 15,481 units and M8 delivering 12,116 units in May [2] - The Aito brand's strong performance in the high-end market solidified Hongmeng Zhixing's position and boosted Seres Automotive's sales [2]
赛力斯赚翻了,股价反应冷淡,背后是这些疑虑
华尔街见闻· 2025-04-11 00:20
以下文章来源于Auto有范儿 ,作者柴旭晨 Auto有范儿 . 讲述独特的汽车故事。 作者柴旭晨 编辑周智宇、王小娟 经过去年的一路狂飙,赛力斯赚翻了。 赛力斯近期发布的2024年财报显示, 其营收猛涨三倍 、毛利率一骑绝尘,同时大幅扭亏为盈, 终结了连续5年亏损的颓势,一跃成为全球第四家盈利的新能 源车企。 大秀肌肉后, 赛力斯直接拿出了20多亿利润分红。 一面描绘着高歌猛进的图景,一面向股东大手笔分钱,携手华为的赛力斯是一匹疾驰的行业黑马。 然而,过去几个月,问界销量出现下滑,其市值在去年12月 上行到2400亿后便进入震荡之中,徘徊在2000亿,也没有随着近期M8爆单更进一步。 这出"冰火两重天"的戏码背后,藏着资本市场的些许疑虑: 赛力斯岁末年初销量反复波动、华为朋友圈不断扩容下赛力斯不再被"独宠"......这家曾经借力华为 实现逆袭的车企,如今走入了命运的十字路口。2025年,赛力斯要为自己而战。 收获 在深度绑定华为四年后,赛力斯终于迎来了大丰收。 2024年, 赛力斯营收增长超三倍达到1451.76亿元,相当于每天进账4亿 。这得益于销量的大爆发,2024年共卖出42.94万辆新车, 相比上一 ...