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燃油车回春:短期效应还是逆风翻盘?
风水轮流转,燃油车又支棱起来了。中国汽车工业协会(以下简称"中汽协")最新数据显示,8月国内传统燃油乘用车销量达到90.2万辆,同比增长 高达13.5%。这并非偶然的月度波动,而是燃油车市场销量连续第三个月保持增长。另一边,保时捷对产品结构进行了调整,部分电动车将推迟推出,更 多燃油车型或将问世。这看似并无相关的两则消息,其实反映了过去一段时间,一众车企在燃油车领域试图打一场"翻身仗"的决心,而销量的增长则是它 们不懈努力的阶段性成果。不过,这个阶段性的成果意义究竟有多大,它是市场变换中的短期效应,还是历经调整后的逆风翻盘,或许还需要打个问号。 燃油车销量下滑"踩刹车" 合资分化 自主崛起 事实上,燃油车的"回暖"早已有迹可循。若将时间线拉长,传统燃料汽车的销量已经在悄然释放积极信号。中汽协数据显示,2024年传统燃料汽车国 内销量为1398.9万辆,同比下滑17.3%。而今年1~8月,传统燃料汽车国内销量874.7万辆,同比仅下降0.3%。在近日举办的2025泰达汽车论坛上,国务院 发展研究中心市场经济研究所副所长王青也指出,燃油车今年出现了一个积极变化,即其对整体增长的负贡献明显缩小。2024年,从国内销 ...
奇瑞终扬眉!上市首日港股沸腾,近2000亿市值狂欢盛宴
Sou Hu Cai Jing· 2025-10-01 03:01
猫哥我今天必须跟老铁们聊点激动人心的事儿!港交所的锣一响,奇瑞这艘"国产老炮"终于扬帆出海 了!开盘直接飙涨11.22%,市值干到1840亿港元,这可不是小打小闹,这是2025年港股最大规模的车 企IPO!谁还记得当年奇瑞想上市被拒、被人说"土味重"、"技术不行"的日子?现在?直接打脸!这波 操作,简直是给所有质疑者一记响亮的耳光! 以前谁要说奇瑞好看,估计得被人笑出声。但你再看看现在的星途瑶光、艾瑞泽8,还有风云A8这些新 车,走路摇头晃脑都不为过!尤其是星途,那设计语言,线条流畅、前脸霸气,风阻系数也压得挺低, 完全不是当年那个"老咕噜棒子"了。你说它是"车界网红"?不,它现在是实打实的"出片利器",停在路 边,回头率顶呱呱! 反观以前的老对手吉利,星瑞、星越L确实支棱起来了,但整体设计风格偏稳重,年轻味儿差那么一丢 丢。长安那头UNI系列玩得花,可落地车型稳定性口碑略逊一筹。奇瑞这波设计转型,真香! 内饰与空间:不再"糙汉子",细节见真章 坐进现在的奇瑞车里,你还想找当年那种塑料感?别闹了!中控大屏、全液晶仪表、皮质包裹、氛围 灯,该有的都有了。像星途揽月,那后排空间,简直就是"床车"预备役!长途自驾, ...
自主车企加码燃油车智能化
第一财经· 2025-09-28 09:06
Core Viewpoint - The traditional fuel vehicle market is undergoing a transformation focused on "intelligentization" to compete with the rising penetration of electric vehicles, with major automakers like Geely and Chery launching new fuel models that enhance smart driving and cockpit technologies [3][4]. Group 1: Industry Trends - The penetration rate of new energy vehicles is increasing, prompting traditional fuel vehicles to enhance their smart features to close the experience gap with electric vehicles [3]. - Recent data from the Ministry of Industry and Information Technology shows significant improvements in the intelligent configurations of newly launched fuel models, particularly in smart driving, smart cockpit, and vehicle networking [3][4]. Group 2: Company Strategies - Chery has launched its "China New Fuel" strategy with the introduction of the Tiggo 9X and Tiggo 9 models, while Geely has unveiled the new "China Star" series, integrating AI models and advanced driving systems [3][4]. - Geely's sales manager emphasized the complexity of fuel vehicle usage scenarios, indicating that users expect fuel vehicles to have smart driving capabilities comparable to electric vehicles [4]. - Chery's executive vice president stated that the key to maintaining competitiveness in fuel vehicles lies in technological upgrades [4]. Group 3: Market Performance - In August, domestic traditional fuel passenger vehicle sales reached 902,000 units, marking a year-on-year increase of 13.5%, with three consecutive months of growth [4]. - Geely's total sales exceeded 1.4 million units in the first half of the year, with the "China Star" series fuel vehicles experiencing a 21% year-on-year increase in sales, accumulating over 1.62 million users [4].
【联合发布】一周新车快讯(2025年9月20日-9月26日)
乘联分会· 2025-09-26 09:18
Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models from various manufacturers, detailing their specifications, market segments, and expected launch dates. Group 1: Upcoming Vehicle Models - Changan Automobile will launch the Deep Blue S07 on September 19, 2025, positioned as a B SUV with a price range of 156,900 to 173,900 CNY [12]. - GAC Passenger Vehicle is set to release the GAC Trumpchi Xiangwang S9 on September 19, 2025, classified as a C SUV, with prices ranging from 229,900 to 259,900 CNY [20]. - Jiangling Ford will introduce the Ford Lema on September 19, 2025, categorized as a B SUV, with a price range of 386,600 to 436,600 CNY [28]. - NIO will launch the ES8 on September 20, 2025, a D SUV priced between 406,800 and 446,800 CNY [36]. - NIO's ET9 will also debut on September 20, 2025, classified as a D NB with a price of 818,000 CNY [44]. - Avita Technology will release the Avita 07 on September 20, 2025, a B SUV with prices from 219,900 to 279,900 CNY [52]. - Chery New Energy will launch the iCAR V23 on September 21, 2025, an A SUV priced between 122,800 and 174,800 CNY [60]. - Geely Automobile will introduce the Lotus ELETRE on September 21, 2025, a C SUV with a price range of 558,000 to 863,000 CNY [68]. - Geely will also launch the Lotus EMEYA on September 21, 2025, a D NB priced between 538,000 and 873,000 CNY [76]. - Dongfeng Honda will release the CR-V on September 22, 2025, an A SUV with prices ranging from 185,900 to 239,900 CNY [84]. - SAIC General Motors will launch the Buick GL8 on September 22, 2025, a C MPV priced between 309,900 and 369,900 CNY [91]. - GAC Aion will introduce the Aion RT on September 22, 2025, an A NB with prices from 99,800 to 123,800 CNY [96]. - SAIC General Motors will also release the Cadillac XT5 on September 23, 2025, a B SUV priced between 379,900 and 459,900 CNY [103]. - GAC Toyota will launch the Fenglanda on September 23, 2025, an A SUV with prices ranging from 132,800 to 172,800 CNY [114]. - GAC Toyota will also release the Sienna on September 23, 2025, a C MPV priced between 299,800 and 393,800 CNY [130]. - GAC Toyota will introduce the Camry on September 23, 2025, a B NB priced at 191,800 CNY [138]. - Geely will launch the Starry on September 23, 2025, an A NB with prices ranging from 98,700 to 138,700 CNY [145]. - Geely will also release the Xingyue L on September 23, 2025, an A SUV priced between 158,700 and 179,700 CNY [151]. Group 2: Specifications and Features - The Deep Blue S07 features a pure electric engine with a maximum power of 200 kW and a range of 550 km [12]. - The GAC Trumpchi Xiangwang S9 is equipped with a 1.5T plug-in hybrid engine, offering a maximum power of 118 kW and an electric range of 252 km [20]. - The Ford Lema has a 2.3T engine with a maximum power of 202 kW and a torque of 429 N·m [28]. - The NIO ES8 offers a maximum power of 520 kW and a torque of 700 N·m, with a battery capacity of 102 kWh and a range of 635 km [36]. - The Avita 07 features a pure electric engine with a maximum power of 252 kW and a range of 610 km [52]. - The iCAR V23 has a maximum power of 185 kW and offers a range of 550 km [60]. - The Lotus ELETRE features a maximum power of 450 kW and a range of 650 km [68]. - The CR-V offers a 1.5T engine with a maximum power of 174 kW and a torque of 350 N·m [84]. - The Buick GL8 has a 2.0T engine with a maximum power of 174 kW and a torque of 350 N·m [91]. - The Aion RT features a pure electric engine with a maximum power of 150 kW and a range of 650 km [96].
易车研究院:小城车市消费升级加速,新能源与个性化车型成新增长极
Group 1 - The core viewpoint of the articles highlights the significant transformation in the small city car market, driven by the increasing dominance of the middle-aged demographic, leading to a decline in traditional models like the Lavida, Sylphy, and Haval H6, while brands like BYD emerge as major beneficiaries [1][8][19] - From 2017 to 2024, the market share of traditional economy models dropped from 63.52% to 41.22%, while the market share of mainstream quality and high-end models increased from 15.96% to 20.92% and from 3.13% to 8.20%, respectively [1][8] - In 2024, BYD's market share in the small city car market surged to 16.43%, surpassing Volkswagen's 10.82%, with BYD occupying 7 out of the top 20 models [8][19] Group 2 - The small city car market is experiencing a shift towards upgraded, energy-efficient, and practical vehicles, with 14 out of the top 20 models in 2024 being launched after 2020, including popular electric and hybrid models [2][8] - The competition in the small city car market is intensifying, with brands like Geely aiming to challenge BYD's leadership by launching new models that emphasize cost-effectiveness and meet the evolving consumer demands [7][8] - The rise of the small city car market is attributed to government subsidies and the return of younger and older demographics to small cities, which has led to a diversification of consumer needs and preferences [17][19]
钛3车主分享:拒绝了一堆滞销车后,反而被客户“洗脑”
车fans· 2025-09-05 00:30
Core Viewpoint - The article discusses the purchase experience of a specific electric vehicle model, the Fangcheng Leopard Titanium 3, highlighting the financial aspects, competitive analysis, and user experience after the purchase [2][4][18]. Financial Summary - The purchase price of the Titanium 3 was 139,800 yuan, with additional costs including insurance of 5,500 yuan and registration of 200 yuan [2]. - After applying various subsidies totaling 34,000 yuan, the effective cost of the vehicle was reduced to 107,500 yuan [4]. - A financing plan was utilized, involving a loan of 100,000 yuan with a return of 4,000 yuan after two years and an annual interest of 3,000 yuan [3]. Competitive Analysis - The buyer considered several competing models, including the Wanjie M7, BMW i3, and BYD Han DMi, among others, with significant discounts available on these vehicles [6][7]. - The BYD Han DMi was seriously considered, with a final effective price of 108,800 yuan after discounts and subsidies [8]. Purchase Experience - The buyer's spouse was initially skeptical about the vehicle's appearance but was convinced by the features and suitability for her needs [14]. - The vehicle was ordered with a waiting period of approximately 20 days for delivery [16]. User Experience - After driving 2,000 kilometers, the user noted a significant difference in driving experience compared to traditional fuel vehicles, describing it as "silky" [18]. - The vehicle's space was deemed adequate, although the trunk was small, it was compensated by the presence of a front trunk [20]. - The vehicle's range was reported as 400 kilometers in urban settings and 300 kilometers on highways, with an average energy consumption of 15-18 kWh [22]. - The vehicle's intelligent driving features were praised, particularly for safety and parking assistance [24]. Additional Insights - The vehicle had no noticeable odor upon delivery, which is a positive aspect for new car buyers [26]. - The warranty for the battery system allows for up to 60,000 kilometers per year, which is more generous compared to many other brands [27]. - The buyer concluded that the vehicle had no significant drawbacks, emphasizing its value for money [28].
刚刚 冲上热搜!特斯拉新车Model Y L官宣 预计售价约40万元
Zhong Guo Ji Jin Bao· 2025-07-16 14:24
Group 1 - Tesla has officially announced the upcoming launch of the extended version of Model Y, known as Model Y L, which is set to debut in the third quarter [2][3] - The Model Y L is a luxury all-electric SUV with a wheelbase exceeding 3 meters and a length of approximately 5 meters, featuring a dual-motor system with power outputs of 142kW and 198kW, and a top speed of 201 km/h [6] - The expected price for the Model Y L is around 400,000 yuan, positioning it between the existing Model Y and Model X [6] Group 2 - Despite a general decline in Tesla's sales in China, the Model Y remains the best-selling SUV, with sales of 44,848 units in June 2025, making it the top-selling model in the mid-size SUV market for four consecutive months [8][9] - The sales figures for June 2025 show that the Model Y outperformed competitors, with the second-best-selling model, BYD Song PLUS, achieving 26,813 units [9] - Tesla's sales in key markets have shown signs of recovery, particularly in China, where the delivery volume from its factory has seen year-on-year growth for the first time in nine months, driven by the updated Model Y [10] Group 3 - The updated Model Y incorporates a cyberpunk design in its headlights and features fast charging capabilities, allowing for 250 kilometers of range in just 15 minutes, appealing to the Gen Z demographic [10] - In Europe, Tesla's sales in Norway and Spain have surged by 54% and 60.7% respectively, attributed to the delivery of the updated Model Y, although sales in Sweden, Denmark, France, and Italy have continued to decline for six consecutive months [10] - Analysts suggest that the lack of new mainstream models since 2020 may limit the long-term impact of the updated Model Y, viewing it as a classic product extension strategy to prolong the product lifecycle [10]
这可能是全网最全的年中盘点
3 6 Ke· 2025-07-16 04:08
Core Insights - The Chinese automotive market has shown strong performance in the first half of 2025, with retail sales of narrow passenger cars reaching 10.901 million units, a year-on-year increase of 10.8% [1] - Domestic brands have captured a significant market share of 64%, indicating their dominance in the Chinese market [1] - BYD leads the sales chart with 2.146 million units sold, while Geely has seen a remarkable growth rate of 47% year-on-year [1][12] - New energy vehicle sales are on the rise, with companies like Leap Motor and XPeng showing significant growth [1][19] Group 1: Overall Market Performance - As of June 2025, the cumulative retail sales of narrow passenger cars in China reached 10.901 million units, reflecting a 10.8% increase compared to the previous year [1] - Domestic brands have increased their market share to 64%, solidifying their position in the market [1] - BYD has achieved a sales volume of 2.146 million units, maintaining its position as the top seller [12] - Geely's sales have surged by 47%, prompting the company to raise its annual sales target to 3 million units [1][12] Group 2: Performance of New Energy and Emerging Brands - Leap Motor has emerged as a leader among new energy vehicle manufacturers, with monthly sales nearing 50,000 units [1] - XPeng has also shown impressive growth, selling more vehicles in the first half of 2025 than in the entire previous year [1] - The new energy vehicle segment is experiencing rapid growth, with companies like BYD and Geely leading the charge [12][19] Group 3: Traditional Automakers' Performance - Some traditional automakers are showing signs of recovery, with brands like FAW-Volkswagen and SAIC Volkswagen reporting positive year-on-year growth [1][9] - FAW Toyota has seen a significant increase of 16% in sales, indicating a rebound in the joint venture segment [1][9] - However, brands like GAC are struggling, with a decline in sales, highlighting the challenges faced by traditional automakers [1][9] Group 4: Export Performance - SAIC has become a leader in overseas sales, with 494,000 units sold, accounting for nearly 25% of its total sales [10] - Changan has also made strides in international markets, with overseas sales exceeding 300,000 units, a growth of over 45% [10] - GAC has reported a 45.6% increase in overseas sales, completing 55% of its annual export target [10]
吉利汽车(00175):港股公司深度报告:造车成本优势延续,品牌整合驱动经营提效
KAIYUAN SECURITIES· 2025-07-01 07:31
Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is expected to maintain its cost advantages in vehicle manufacturing, with brand integration driving operational efficiency. The forecasted revenue for 2025-2027 is CNY 336.7 billion, CNY 368.5 billion, and CNY 395.6 billion, representing year-on-year growth of 40%, 10%, and 7% respectively. The net profit forecast for the same period is CNY 15.2 billion, CNY 17.8 billion, and CNY 21.7 billion, with year-on-year growth rates of -8%, 17%, and 22% respectively. The current stock price corresponds to a PE ratio of 9.6, 8.3, and 6.8 for 2025-2027 [7][10]. Summary by Sections 1. New Energy Acceleration and Strategic Transformation - The company has entered the 4.0 era of vehicle manufacturing, focusing on new energy and high-end models. The brand matrix includes four major brands: Geely, Galaxy, Zeekr, and Lynk & Co, covering various market segments and energy types [19][20][22]. 2. Galaxy: Platformization Ensures Cost-Effectiveness - The GEA architecture is designed for new energy vehicles, enhancing safety and performance. The Galaxy brand has seen significant sales growth, with models like E5 and Star Wish achieving monthly sales exceeding 10,000 units [36][44]. 3. Zeekr Technology: Balanced Product Strength - Zeekr's SEA architecture supports a wide range of vehicle types, from sedans to SUVs. The brand has successfully launched models that cater to both high-end and mainstream markets, establishing a strong brand presence [52][57]. 4. Oil Vehicles: Competitive Pricing Maintained - The main brand continues to offer competitive pricing in the oil vehicle segment, contributing to stable revenue and profit generation. The company is also expanding its export capabilities, leveraging its global production footprint [9][10][25]. 5. Financial Summary and Valuation Metrics - The company’s revenue and net profit forecasts indicate a strong growth trajectory, with a projected revenue of CNY 336.7 billion in 2025 and a net profit of CNY 15.2 billion. The gross margin is expected to improve gradually, reflecting operational efficiencies from brand integration [10][25].
招商证券国际:维持吉利汽车(00175)“增持”评级 目标价27.5港元
智通财经网· 2025-06-11 02:00
Core Viewpoint - The report from China Merchants Securities International indicates that Geely Automobile (00175) is expected to raise its annual sales target due to the launch of significant new models from Galaxy, Lynk & Co, and Zeekr in the second half of the year, which could act as a catalyst for the stock price [1] Group 1: Sales Performance - In May, Geely's total wholesale volume reached 235,000 units, marking a year-on-year increase of 46.4% and a month-on-month increase of 0.5%, setting a historical record [2] - The cumulative wholesale volume from January to May was 1.17 million units, up 49% year-on-year, achieving approximately 43% of the annual sales target of 2.71 million units, with potential for exceeding the target [2] - In May, the wholesale volume of new energy vehicles (NEVs) was 138,000 units, reflecting a year-on-year increase of 178% and a month-on-month increase of 9.9%, significantly outpacing the industry growth [2] - NEVs accounted for 58.7% of total sales in May, up 22.2 percentage points year-on-year [2] - Cumulative NEV wholesale from January to May reached 602,000 units, a year-on-year increase of 137%, representing 51% of total sales [2] - The high-end fuel vehicle, China Star, saw sales of 87,000 units in May, with the high-end series achieving a year-on-year growth of 21% [2] Group 2: Product Launches and Innovations - The company plans to launch multiple significant new models in the second half of the year, including the Galaxy A7 mid-size sedan and a rugged SUV, enhancing its product matrix [3] - The high-end flagship SUV Lynk & Co 900 had nearly 5,600 units delivered in May, with a strong order backlog, and the Lynk & Co hybrid Z10 is set to launch in the second half [3] - Zeekr's new model 007GT is performing well, with additional luxury SUVs set to launch in Q3 and Q4 [3] - The fuel vehicle Star series is leveraging the new energy platform for shared benefits, with the Star Yue L model performing well since its March launch [3] Group 3: International Expansion - The company is accelerating its overseas layout, with the first EX5 produced at the Indonesian KD factory and plans for a light asset model in Latin America and Central Asia [3] - The Galaxy E5 and Star Wish are set to enter multiple markets in the second quarter, with an acceleration of overseas expansion planned for the second half of the year [3]