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金十整理:2025年6月造车新势力“成绩单”一览
news flash· 2025-07-01 13:34
Summary of Key Points Core Viewpoint The report provides an overview of the electric vehicle (EV) delivery performance of various new car manufacturers in June 2025, highlighting significant growth and declines in sales across different companies. Company Performance - Xiaomi Auto delivered over 25,000 vehicles in June [1] - Lynk & Co sold 26,310 vehicles, marking an 8% year-on-year increase [1] - Zeekr Technology reported sales of 16,702 vehicles, a 17% decline compared to the previous year [1] - Lantu Auto achieved sales of 10,053 vehicles, reflecting an 83% year-on-year growth [1] - Avita Auto sold 10,153 vehicles, with a remarkable 117% increase year-on-year [1] - NIO delivered 24,925 vehicles, up 17.5% year-on-year [1] - Li Auto's deliveries totaled 36,279 vehicles, down 24% year-on-year [1] - Zhiji Auto delivered 6,027 new vehicles in June [1] - Deep Blue Auto achieved total deliveries of 29,893 vehicles, a 79% year-on-year increase and a 17% month-on-month growth [1] - Hongmeng Zhixing set a new monthly sales record with 52,747 vehicles delivered [1] - BYD's new energy vehicle sales reached 382,600 units, up from 341,700 units in the same month last year [1] - Leap Motor delivered 48,006 vehicles, showing over 138% year-on-year growth, with total deliveries exceeding 220,000 units in the first half of the year [1] - Xpeng Motors delivered 34,611 new vehicles, achieving a 224% year-on-year increase and maintaining over 30,000 deliveries for eight consecutive months [1]
“新质党建”:产业攻坚“红色引擎”——访上海市经信工作党委书记程鹏
Jie Fang Ri Bao· 2025-06-29 01:48
Core Viewpoint - Shanghai is accelerating the establishment of a collaborative mechanism for key characteristic industries, with 11 trillion-level district-led industries announced, reflecting the city's determination to cultivate its industrial ecosystem with a "red engine" [1][2]. Group 1: Industrial Development - In 2024, Shanghai aims for a 2.2% growth in industrial added value, significantly higher than previous years, with leading industries' manufacturing output growing by 10.8% and industrial investment increasing by 11.1%, the highest in four years [2]. - Shanghai is focused on achieving an industrial added value accounting for 25% of GDP and a total industrial output value reaching 5 trillion yuan, with strategic emerging industries aiming for a 50% share [2][3]. Group 2: New Quality Party Building - The "New Quality Party Building" initiative is centered around four scenarios: enterprise party building, cluster party building, regional party building, and park party building, aimed at enhancing industrial development [5][6]. - The initiative includes the establishment of 563 "Party Flag" teams in the aviation sector, which have successfully completed 189 quality assurance projects, demonstrating the effectiveness of party-led initiatives in driving industrial reform [5][6]. Group 3: Collaborative Efforts - The current external uncertainties and pressures for industrial transformation highlight the importance of innovative breakthroughs in the industrial ecosystem, requiring continuous collaboration among party, government, enterprises, and society [7]. - The focus is on enhancing six key strengths: political leadership, technological innovation, competitive edge in advanced industries, leadership from key enterprises, industry-wide collaboration, and talent-driven initiatives [7]. Group 4: Future Directions - The city’s economic and information committees are encouraged to leverage their advantages in coordination and collaboration to build a more mature and competitive industrial ecosystem [7]. - Emphasis is placed on maintaining a strict and practical approach, focusing on both personnel and tasks to develop a capable and dynamic workforce in the industrial sector [7][8].
上汽集团Q1净利大涨34.38%,智己、尚界是“幸福的烦恼”?
Zhong Guo Jing Ji Wang· 2025-05-09 00:15
Core Viewpoint - SAIC Motor Corporation has shown signs of recovery in Q1 2025, with a significant increase in net profit excluding non-recurring items and a positive trend in vehicle sales [1][4][10]. Financial Performance - Total revenue for Q1 2025 was approximately 140.86 billion yuan, a decrease of 1.55% compared to the same period last year [2]. - Operating income was about 137.68 billion yuan, down 0.94% year-on-year [2]. - Net profit attributable to shareholders was approximately 3.02 billion yuan, an increase of 11.40% from the previous year [2]. - Net profit excluding non-recurring items surged by 34.38% to about 2.85 billion yuan [2][5]. - The net cash flow from operating activities improved significantly, reaching approximately 4 billion yuan, a 187.98% increase [2]. Sales and Market Performance - Vehicle sales in the first four months of 2025 increased by 10.65% year-on-year, with total sales reaching 945,000 units, a rise of 13.3% [1][10]. - The company aims to achieve over 1 million units in sales for its passenger vehicle segment by 2025, targeting a 40% year-on-year growth [17]. Strategic Initiatives - The new leadership under President Jia Jianxu is focused on significant reforms, including the restructuring of the passenger vehicle segment to enhance competitiveness [5][12]. - The collaboration with Huawei on the "Shangjie" brand and the support for the "Zhi Ji" brand are key components of the company's strategy to strengthen its position in the high-end electric vehicle market [16][17]. - The integration of traditional brands and the establishment of a unified management structure for the passenger vehicle segment are seen as critical steps for future growth [12]. Challenges and Outlook - Despite the positive trends, the company faces challenges with the "Zhi Ji" brand, which has struggled to achieve significant market presence compared to competitors [14][17]. - The success of the company's transformation heavily relies on the performance of its autonomous brands and the ability to navigate the competitive landscape effectively [11][17].
车企10强座次新变
汽车商业评论· 2025-05-04 13:33
Core Viewpoint - The article analyzes the sales performance of major Chinese automotive groups in March and the first quarter of 2023, highlighting the growth trends and competitive dynamics within the industry. Group 1: Q1 Sales Performance - In Q1 2023, BYD led the sales with 980,000 passenger vehicles sold, a year-on-year increase of 57% [7] - Geely Holding ranked second with 946,627 vehicles sold, up 31% year-on-year [7] - SAIC Group came in third with 945,000 vehicles sold, reflecting a 13.3% increase [7] - The top ten Chinese automotive groups saw seven increase in sales and three decrease, indicating a stable growth trend in the industry [8] Group 2: April Sales Updates - Great Wall Motors reported April sales of 100,061 vehicles, a 5.55% increase year-on-year [11] - Geely's April sales reached 234,112 vehicles, up 53%, with 125,563 of those being new energy vehicles, marking a 144% increase [11] - BYD's total sales for April were 380,089 vehicles, a 21.3% increase, with passenger vehicle sales at 372,615, up 19.4% [11] - China FAW Group's April sales surpassed 238,700 vehicles, a 3.5% increase, continuing its steady growth [12] Group 3: New Energy Vehicle Trends - Geely's new energy vehicle sales accounted for 54% of its total sales in April [11] - Chery Group's new energy vehicle sales surged by 85.5% year-on-year [16] - BYD's new energy vehicle sales contributed significantly to its overall growth, with multiple models achieving high sales figures [12] Group 4: Competitive Landscape Among New Forces - Leap Motor led the new forces with April deliveries of 41,039 vehicles, a 173% increase [21] - Xpeng Motors delivered 35,045 vehicles in April, a 273% increase [21] - Li Auto's April deliveries reached 33,939 vehicles, up 31.6% [21] - NIO delivered 23,900 vehicles in April, reflecting a 53% year-on-year increase [21]
更新、更远、“更懂你”,中国汽车加速“矩阵”出海
Xin Hua Wang· 2025-04-30 01:04
越来越多的中国汽车企业和品牌正形成"矩阵"出海,带着"更懂你"的汽车,积极开拓更多海外市场…… 正在此间举行的第二十一届上海国际汽车工业展览会,展现出中国汽车产业加速"出海"的勃勃生机。 在国家会展中心(上海),这阵子"洋面孔"络绎不绝。在展览会开幕前两天,已有近万名境外展客商前 来"看行情"。 "我已经不记得这是我第八次还是第九次参加上海车展了。"阿联酋汽车经销商希沙姆与上海车展有着不 解之缘。这些年,他见证了上海车展从燃油车角逐到智能网联引领的"酷炫"变革,也见证了中国汽车在 海外从"名不见经传"到备受青睐的认知度跃升。"光是我旗下的门店,一个月就能卖1200多辆名爵汽 车"。 站在名爵跑车前,希沙姆笑了。半年前,这款汽车在阿联酋预热亮相后,不断有消费者试驾并提前预 定。"今年3月这款汽车正式上市对消费者交付,后续会有更好的口碑效应。"希沙姆说。 让海外经销商们不远万里而来的,是正在加速"走出去"的中国汽车。记者注意到,本届上海车展上,越 来越多的汽车品牌宣布了"出海"战略,中国汽车出海"矩阵"阵容日渐强大,"出海新面孔"日益增多。 奇瑞汽车股份有限公司副总裁、捷途品牌事业部总经理代立宏表示,"SOUEA ...
晚点财经丨6月蔚来、理想找回节奏,小米破万;跨境电商需求激增,中美空运价格翻倍
晚点LatePost· 2024-07-03 13:55
6 月多家新能源汽车品牌批发量为年内新高 在 Shein、Temu 的推动下,华南至美国空运价格较 2019 年翻倍 上海中海·顺昌玖里二期开盘即售罄,单价近每平方米 30 万元 特斯拉止住颓势,二季度销量超预期 关注《晚点财经》并设为星标,第一时间获取每日商业精华。 上半年国内新能源车销量陆续公布。比亚迪以超 34 万辆的月销量继续断层领先、上半年累计卖出 161 万辆新车,完成年度销量目标的 45%。特斯拉中国排 6 月销量榜第二,据乘联会数据约 7.1 万 辆,继续同比下滑 24%、但环比小幅增长。本月,特斯拉推出 5 年免息等优惠购车政策。 理想和蔚来找回节奏,因为给了消费者更有性价比的选项。前者在 L6 的带动下,月销量回暖至 4.78 万辆,同比增长 47%,接近去年 12 月 5 万辆的最高纪录。后者则在 BaaS 电池租用服务费降低以及 创始人李斌的卖力直播影响下,年内第二次月销超过 2 万辆、6 月达到 2.1 万辆,同比接近翻倍。 据摩根士丹利统计,5 月理想和蔚来国内市场份额不同程度增长,机构预计 L6 订单动力将继续支撑 理想在三季度份额回升 —— 顶着赛力斯给的压力。 作为另一家月销 ...