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星途“降级”并入事业部 奇瑞全力冲击港股IPO
Cai Jing Wang· 2025-07-12 11:42
北方工业大学汽车创新研究中心主任纪雪洪认为:此次业务调整是对资源进行整合,在研发、人才和资金等多方面能够进行共用,提升组织效 率。"独立品牌过多,不利于资源的调配和协调。"他还说道。 星途并入事业部 此次调整最大的变化是,星途品牌由此前的独立运营变为整体并入至国内事业部。并且原星途营销中心总经理黄招根出任星途事业部常务副总经 理,向李学用汇报。 据每日经济新闻,日前,奇瑞公司成立奇瑞品牌国内业务事业群,下设星途、艾虎、风云、QQ四大事业部。 星途事业部聚焦高端品牌星途,艾虎事业部聚焦艾瑞泽和瑞虎两款经典产品,风云事业部聚焦新能源品牌风云,QQ事业部则聚焦小车产品。奇瑞 汽车执行副总裁李学用将统管四大事业部,并兼任奇瑞品牌国内业务事业群总经理。 图源:星途官网 与此同时,智界品牌、iCAR品牌、捷途品牌暂未进行调整,将继续保持独立运营。 据观察者网消息,此次奇瑞架构调整刚好发生在冲刺港股IPO前夕,奇瑞意在向资本市场展示更清晰的业务架构,从而整合国内资源、明确各品牌 定位,提升投资者对奇瑞管理效率和盈利能力的信心。而未能达成集团期待的星途品牌,则成为了主要调整对象之一。 星途成立于2017年,作为奇瑞的高端产品 ...
风云独立,星途入列,奇瑞IPO前夕架构“大调整”
Hua Xia Shi Bao· 2025-07-11 22:43
Core Viewpoint - Chery is undergoing significant organizational changes as it approaches its IPO, including the establishment of a domestic business group and the elevation of the Fengyun series to an independent brand, aimed at enhancing strategic focus and resource integration [1][2][6]. Group 1: Organizational Changes - Chery has formed a domestic business group under the Chery brand, which includes four divisions: Starway, Aihou (Aiyre and Ruichu), Fengyun, and QQ [2][6]. - The Starway brand remains positioned as Chery's high-end brand despite being integrated into the Chery brand domestic business group [2][6]. - The Fengyun series has been upgraded from a product line to an independent brand, reflecting its historical significance and the company's commitment to innovation and user demands [3][4][6]. Group 2: Sales and Market Performance - Starway's sales have grown significantly from under 20,000 units in its founding year to 126,000 units in 2023, with a projected 141,000 units in 2024 [3][8]. - In the first half of 2023, Starway achieved cumulative sales of 63,000 units, marking a year-on-year increase of 15.1% [3][8]. - Chery's overall sales for 2024 are expected to reach approximately 2.6039 million units, representing a year-on-year growth of 38.4% [8]. Group 3: Market Response and Financial Outlook - Following the organizational adjustments, some brokerages have raised their IPO pricing for Chery by 12%, indicating positive market sentiment [5][8]. - Chery's revenue for 2022 and 2023 was reported at 92.618 billion yuan and 163.205 billion yuan, respectively, with a significant increase in revenue for the first three quarters of 2024 [8]. - The company's net profit attributable to shareholders for the same periods was 6.266 billion yuan, 11.953 billion yuan, and 11.222 billion yuan [8].
国信证券:RoboX商业化落地加速 关注汽车板块二季度业绩
智通财经网· 2025-06-09 02:04
Core Viewpoint - The domestic passenger car market in May continued its recovery trend, with retail sales increasing by 13% year-on-year to 1.93 million units, and the penetration rate of new energy vehicles rising to 47.3% [1] Sales Tracking - In May, the retail sales of passenger cars reached 1.93 million units, a 13% increase compared to May last year, and a 10% increase from the previous month. Cumulatively, retail sales for the year reached 8.802 million units, up 9% year-on-year [1] - Wholesale figures for May showed 2.329 million units, a 14% year-on-year increase and a 6% month-on-month increase, with cumulative wholesale sales for the year at 10.797 million units, up 12% year-on-year [1] - Insurance data indicated that 1.7086 million new passenger cars were registered in May, a 12.5% increase year-on-year, with new energy vehicles accounting for 911,700 units, up 23.9% year-on-year [1] Market Performance - In May, the CS automotive sector rose by 1.88%, with the CS passenger car index increasing by 1.12%. The CS automotive parts index rose by 2.52%, and the CS automotive sales and service index increased by 3.26% [2] - From the beginning of 2025 to date, the automotive sector has increased by 29.05%, outperforming the CSI 300 index, which rose by 11.92% [2] Cost Tracking - As of the end of May 2025, prices for float glass, aluminum ingots, and zinc ingots decreased by 24%, 3.2%, and 7.6% year-on-year, respectively [3] Inventory - The inventory warning index for Chinese automotive dealers in May was 52.7%, a decrease of 5.5 percentage points year-on-year and 7.1 percentage points month-on-month, indicating an improvement in the automotive circulation industry's prosperity [4] Market Focus - Developments in autonomous driving include companies like WeRide and Baidu expanding their robotaxi plans, with Tesla set to launch its robotaxi in June. Additionally, companies are accelerating the deployment of unmanned logistics vehicles [5] - A new 7 billion yuan industrial fund has been established in Shenzhen focusing on AI and embodied robotics [5] - New vehicle models include the Sea Lion 06EV, the Star Era ET facelift, and the Hongqi H6 facelift [5]
宝马、奇瑞启动全固态电池装车测试
DT新材料· 2025-05-29 15:39
【DT新材料】 获悉,近日, 宝马 与 奇瑞 两家车企在全固态电池领域取得重要进展。 (1)宝马 测试搭载全固态电池的电动汽车 近日,宝马正式启动首批搭载全固态电池(ASSB)的电动汽车道路测试,测试车型为i7。 为配合Solid Power提供的全固态电池单元,宝马对其第五 代平台架构进行了调整,采用了新的模块设计概念,使新型棱柱形电芯得以集成于整车中 。同时, 宝马还计划在未来几个月内持续测试硫化物基电解 质的性能与稳定性,以推动该技术向量产阶段迈进 。 宝马的动作紧随梅赛德斯-奔驰之后。今年2月, 奔驰 宣布通过与美国Factorial Energy的合作,已将首辆搭载锂金属固态电池的EQS原型车上路。该电 池可在保持高能量密度的同时减少40%的重量,目标续航超过600英里。 尽管多家车企正加紧推进全固态电池的应用,但宝马高管此前也坦言,当前固态电池成本仍高,短期内尚难大规模商用。 (2)奇瑞 Exlantix ET电动SUV曝光,搭载全固态电池 近日,奇瑞高端电动跨界车——星纪元ET在中国合肥现身,其侧身标有醒目的"全固态电池"字样,吸引了业界关注。 早在2024年10月,奇瑞就公布了固态电池战略,计 ...
“守护者”智慧安全系统发布 奇瑞安全之夜展现汽车安全防护实力
Zhong Zheng Wang· 2025-05-14 06:23
中证报中证网讯(王珞)以"底线"为主题的奇瑞汽车安全之夜5月13日在安徽芜湖举行,奇瑞汽车隆重发 布智慧安全系统及前瞻安全技术成果,并以全球安全标准开展一系列碰撞实测,直观展现超强安全防护 实力。 未来随着AI、低空经济、具身智能等各种新技术、新产业(300832)的发展,汽车的属性将变得越来 越多元。奇瑞希望通过布局未来交通出行安全领域、开发新技术,给予全球用户安心和放心的体验。 奇瑞新能源车采用锁子甲电池安全结构,历经超越国标/行标的测试,依然充分保障用户使用安全;智 能电池安全系统,碰撞2ms立刻自动断高压电,行业领先,并可以做到7*24小时全天候电池健康监控。 作为健康出行代表车型,星纪元ET全年为用户提供健康防护,为用户营造静谧的驾乘环境。 奇瑞构筑全维安全防护体系 发布会现场,奇瑞发布"奇瑞守护者安全俱乐部"暨首批AED,将凝聚事故亲历者、安全从业者、公益传 播者的力量,通过技术赋能、知识普及、公益实践,联合全球伙伴发起"AED黄金四分钟联盟",让急救 设备随车流动,让每辆奇瑞车成为流动的安全灯塔。后续奇瑞将开展"安全驾训营""安全开放日""安全 公开课"等活动。 在奇瑞,安全成为融入工程师血液的 ...
内燃机重返C位?2025上海车展新技术大放送!
Jing Ji Guan Cha Bao· 2025-05-13 09:21
Core Insights - The 2025 Shanghai Auto Show showcased a significant focus on advanced technologies in new vehicles, with traditional automakers also highlighting their internal combustion engine innovations [1][11] - The event marked a shift from flashy marketing to a spotlight on cutting-edge technologies, particularly in the electric vehicle (EV) sector [1] Electric Vehicle Technologies - Breakthroughs in ultra-fast charging and battery technologies were prominent, with companies like BYD introducing a 1000kW flash charging system capable of providing approximately 400 kilometers of range in just 5 minutes [2] - Star Charging presented a "liquid-cooled ultra-fast charging 2.0" product with a maximum power of 10 megawatts, significantly enhancing charging efficiency for 800V high-voltage platform vehicles [2] - Huawei unveiled a full liquid-cooled ultra-fast charging station with a peak power of 1.5 megawatts, capable of charging heavy-duty vehicles to 90% in just 15 minutes [3] - CATL introduced its second-generation supercharging battery with a peak charging power of 1.3 megawatts, supporting a charging rate of up to 12C [3] Internal Combustion Engine Developments - Despite the rise of EVs, traditional fuel vehicles remain relevant, with over 70% of current models still relying on engines for power [11] - Volkswagen showcased its fifth-generation EA888 engine, which has a power increase of 23.5%, achieving a maximum power of 200kW and a fuel consumption of 8.35L per 100km [11] - Great Wall Motors presented a self-developed 4.0T V8 twin-turbo engine with a maximum power of 549 horsepower and a peak torque of 800 Nm [12] - Changan Automobile introduced a 500Bar ultra-high-pressure direct injection engine, enhancing fuel efficiency and performance [13] Smart Cockpit Innovations - The auto show highlighted advancements in smart cockpit technologies, with companies like SenseTime showcasing vehicles equipped with AI assistants capable of natural conversation and emotional recognition [6] - AI technologies are transforming vehicles into more interactive and user-friendly environments, with systems that can adjust settings based on user emotions [6][9] - BMW introduced its new generation intelligent cockpit, emphasizing a user-friendly interface that enhances safety and interaction [10]
上海车展迸发转型升级新动能
Zhong Guo Qi Che Bao Wang· 2025-04-30 01:24
1300余辆展车集中亮相,千余家中外企业同台竞技,193场新品发布会展现创新的力量……4月23 日,2025上海车展盛大开展,上海进入两年一度的"车展时间"。 安全才是智能化的底气 无论是车展媒体日发布会上车企老总的发言,还是车展同期举办的多个论坛上的嘉宾观点,无不在表达 着对汽车行业发展的深刻思考和冷静反思。 车展开幕前,政府针对智驾安全的最新监管风向转变,终于给"高烧不退"的智驾宣传降了温,并直接体 现在本届车展的企业传播上。在介绍企业或产品的智能化水平时,车企少了天花乱坠的表述,多了一份 克制和反思。 徜徉在流光溢彩的车展现场,新产品、新技术迸发出速度与激情、现实与梦想,交织成一幅以全球化为 底色、以智能化为蓝图的绚丽多彩的汽车产业转型升级新画卷,凸显了本届车展"拥抱创新 共赢未 来"的主题。 "2025上海车展既是对汽车产业转型发展的一次阶段性检阅,也是洞见汽车行业未来发展趋势的重要窗 口。"中国汽车工程学会名誉理事长、华汽汽车文化基金会理事长付于武在接受《中国汽车报》记者采 访时表示,本届车展在很大程度上是汽车技术和产品发展的风向标,也是汽车产业转型升级的"充电 站",将从多个维度为行业向上注入强劲 ...
奇瑞港股IPO进入关键阶段 募资将重点投向海外扩张与核心技术研发
Mei Ri Jing Ji Xin Wen· 2025-04-29 08:36
"今年对奇瑞而言,IPO是一件重要的事情,目前相关工作都在推进之中。"2025上海车展期间,一位奇瑞相关负责人向《每日经济新闻》记者透露了该公司 IPO的相关事宜。 目前,奇瑞汽车是国内为数不多的未上市的主流车企,之前曾多次谋求上市未果。今年2月28日,奇瑞汽车正式向港交所提交上市申请书。上述奇瑞相关负 责人告诉记者,此次启动港股IPO,奇瑞计划将募集资金用于研发不同版本的乘用车型以进一步扩大产品组合、研发下一代汽车及先进技术以提升核心技术 能力、拓展海外市场及执行全球化策略、提升生产设施及用于营运资金补充。 据记者了解,港股上市流程较为复杂,在企业提交了上市申请书之后,还需经历上市申请审核、上市委员会聆讯、路演与投资者推介、定价与配售等多个步 骤,才能最终实现上市。 "按照要求,现在企业还处于静默期,后续有消息会及时对外分享。"上述奇瑞相关负责人表示。 据了解,"拓展海外市场及执行全球化策略"将是奇瑞此次募集资金的重要用途之一。从销量来看,奇瑞控股集团今年一季度累计出口汽车约25.5万辆。去 年,奇瑞控股集团海外销量达到了114.46万辆。 "国际化"是奇瑞今年在上海车展上的亮点之一。奇瑞控股集团董事长尹同 ...
【快讯】每日快讯(2025年4月27日)
乘联分会· 2025-04-27 09:05
点 击 蓝 字 关 注 我 们 本文全文共 4017 字,阅读全文约需 13 分钟 目录 国内新闻 1.十部门:打造交通运输领域虚拟电厂 2.商务部:汽车流通消费改革试点正在加快推进 3.上海经信委:将推动整车企业转型 4.保时捷中国研发中心落户上海虹桥国际中央商务区 5.广汽集团与广州工控集团深化战略合作 3.印度2025财年汽车销量增长2%至430万辆 4.Lucid将于明年进军中型电动SUV市场 商用车 1. 奇瑞商用车零米轻卡百万公里定制版正式上市 2. 营运货车安全技术标准升级 自动紧急制动系统成标配 6.奇瑞在欧洲市场推出Exlantix品牌 7.智己汽车与Momenta宣布IM AD智能辅助驾驶正式出海 8.长城汽车与光庭信息签署战略合作协议 国外新闻 1.全球电动汽车一季度销量突破410万辆 2.降低事故报告标准 美国放宽自动驾驶汽车安全要求 3. 中国重汽与丰田汽车签署战略合作协议 4. 远程与博世签署战略合作协议 国内新闻 1 十部门:打造交通运输领域虚拟电厂 时间:2025.4.26 来源:财联社汽车早报 4月25日,交通运输部等十部门发布关于推动交通运输与能源融合发展的指导意见。意见指 ...