极氪007

Search documents
关海涛告别极氪:青山绿水间,一场“双向奔赴”的华丽谢幕
Feng Huang Wang Cai Jing· 2025-10-11 11:50
跨界而来,携荣耀光环破局车圈 关海涛的职业生涯,堪称一部"跨界传奇"。 "青山绿水,江湖再见。" 寥寥八字,一则朋友圈,宣告了极氪科技集团CBO关海涛的离职。这位被称为"汽车业华为八杰之一"的营销悍将,结束了两 年多的极氪生涯,留下了一段行业佳话。 早年横跨3C数码、互联网、快消三大行业,历任荣耀中国区CMO、中国区副总裁,他带领荣耀登顶互联网手机第一品牌宝 座。在荣耀期间,他系统化重塑营销团队,打赢30余场关键战役,将品牌认知度提升至90%以上,斩获国内外营销大奖80余 项。 更令人称道的是,他率先搭建行业DSP平台,实现营销费用高效管控;在电商领域重构"营销服"一体化体系,贡献了全渠道 八成以上的利润。 加盟极氪,书写"极氪速度"神话 2023年,关海涛加盟极氪,全面执掌极氪品牌全球营销工作。 这是一场堪称教科书级的"跨界转型"。他以互联网思维重构汽车营销体系,仅用一年时间,就助力极氪登顶20万元以上纯电 品牌销量冠军。在四座超豪华细分市场中,每卖出两台MPV,就有一台是极氪009光辉,极氪品牌在豪华车阵营站稳脚跟。 数字见证奇迹: 2023年交付11.8万辆,同比增长65% 2024年销量突破22万辆, ...
新势力 | 9月:车市保持增长 新势力高端亮眼【民生汽车 崔琰团队】
汽车琰究· 2025-10-08 14:44
01 事件概述 2025年9月重点新能源车企交付量发布,据各公司披露数据: 零跑 66,657辆,同比+97.4%,环比+16.8%; 小鹏 41,581辆,同比+94.7%,环比+10.3%; 蔚来 34,749辆,同比+64.1%,环比+11.0%; 理想 33,951辆,同比-36.8%,环比+19.0%; 埃安 29,113辆,同比-18.6%,环比+7.7%; 极氪 18,257辆,同比-14.4%,环比+3.6%; 极氪: 据公司披露, 9月交付极氪18,257辆,同比-14.4%,环比+3.6%。 主要车型 8月销量中, 极氪 7X 交付 0.7万辆,占公司当月交付量39.2%; 极氪 007 交付 0.4万辆,占 24.2%。 新车方面,极氪 9X已于2025年9月29日上市,定位超豪华插混SUV,售价47.99万元起,搭载900V混动高压架构和千里浩瀚L3级智驾系统,装配5颗激光雷达和英伟 达Thor芯片,综合续航达1200km。上市仅13分钟,大定订单突破10,000台。 小米超40,000辆。 02 分析判断 ► 9 月车市保持增长 价格体系趋于稳定 9月车市保持增长,价格体系趋于稳定。 ...
上汽奥迪E5上市:订单超预期,传统豪华品牌打响“反击战”
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 00:23
Core Insights - The Audi E5 Sportback has exceeded expectations with over 10,153 orders within half an hour of its launch at a starting price of 235,900 yuan, highlighting its significance in Audi's transition to electric vehicles [1] - The E5 Sportback represents a strategic collaboration between Audi and SAIC, aiming to blend German engineering with Chinese technological advancements [2][3] - The vehicle's development cycle was notably rapid, taking only 24 months from project initiation to mass production, showcasing an efficient "24-hour seamless relay" development model between German and Chinese teams [1][2] Product and Market Positioning - The E5 Sportback is priced competitively between 235,900 and 319,900 yuan, targeting a new segment of "German intelligent electric coupes" rather than directly competing with existing models like Tesla Model 3 [3] - Over 50% of the orders are for the quattro all-wheel-drive version, indicating strong consumer recognition of Audi's traditional strengths in driving dynamics and quality [3] - The vehicle is positioned to appeal to younger consumers with a focus on smart technology, while maintaining a classic luxury image through the traditional Audi branding [3][4] Strategic Initiatives - Audi plans to open over 240 full-function user centers this year, marking it as the only luxury brand in a joint venture expanding its dealership network [4][5] - The brand emphasizes an "experience-driven sales" model, incorporating unique customer experiences to strengthen emotional connections with consumers [4] - The E5 Sportback's launch is seen as a significant move for traditional luxury brands in the electric vehicle market, with a focus on localizing products to meet Chinese consumer demands [5][6] Long-term Considerations - The initial order success is primarily from brand loyalists and early adopters, with future sales dependent on converting subsequent consumer groups [5] - The collaboration between Audi and SAIC aims to create products that resonate with local market needs, moving away from solely relying on brand prestige [5][6] - The E5 Sportback is viewed as a starting point for Audi's journey in the electric vehicle sector, with ongoing challenges ahead in establishing a strong brand presence in the smart electric era [6]
9月上海篇:2025年主流车企城市NOA试驾报告
Soochow Securities· 2025-09-25 07:19
Investment Rating - The report does not provide specific investment recommendations for individual companies or suppliers in the intelligent driving sector [4][9]. Core Insights - 2025 is identified as a pivotal year for automotive intelligence, with a projected increase in domestic electrification penetration rates to 50%-80% over the next three years, leading to a reshaping of the automotive landscape [4]. - Major intelligent driving manufacturers have successfully implemented complex urban NOA (Navigation on Autopilot) experiences, enhancing high-level functionalities such as parking and scene understanding [4]. - The report evaluates the intelligent driving experiences of ten manufacturers, including XPeng, NIO, and Tesla, through both large sample and small sample road tests, focusing on various dimensions such as scene implementation and comfort [4][9]. Summary by Sections Road Test Overview - The report includes both large sample concentrated road tests and small sample deep road tests to assess the performance of intelligent driving systems [8][27]. - The large sample tests involved approximately 50 participants testing various models along a standardized route, while the small sample tests were conducted by the same evaluators under similar conditions [9][27]. Intelligent Driving Models Tested - The models tested in September 2025 include XPeng P7, NIO ES8, and Tesla Model 3, among others, with specific versions noted for each [10][11]. Performance Evaluation - Compared to Q1 2025, Q3 2025 shows improvements in intelligent driving capabilities across all manufacturers, with a narrowing gap between the leading and following manufacturers [4]. - The report highlights that new entrants in the self-research sector are showing promising performance, with significant iterations expected in the coming months [4]. Specific Model Insights - XPeng's XOS 5.7.7 demonstrated excellent performance with an average takeover frequency of 1.51 times, showcasing strong capabilities in complex scenarios [34]. - The NIO ES8 with cedar model achieved an average takeover frequency of 2.03, indicating robust performance in urban environments [43]. - Tesla's FSD version 13.2 recorded a higher average takeover frequency of 5.73, suggesting areas for improvement in its intelligent driving capabilities [49]. Technical Developments - The report notes advancements in hardware and software across various manufacturers, with many now utilizing self-developed chips and algorithms [26][24]. - Specific improvements in driving comfort and efficiency were reported, with some models achieving significant enhancements in user experience metrics [22].
惹众怒的隐藏式门把手,特斯拉也留不住了
Hu Xiu· 2025-09-19 10:16
Core Viewpoint - Tesla, as the leading automaker contributing to hidden door handles, has decided to eliminate them due to safety concerns and user experience issues [1][2][35]. Group 1: Design and User Experience - Tesla's design director acknowledged the need to redesign the door handle system for more intuitive operation in emergencies [2]. - The hidden door handle, initially a symbol of advanced technology, has become cumbersome and difficult for users, especially those unfamiliar with the mechanism [19][30]. - The complexity of various hidden door handle designs has led to confusion among users, making it challenging to operate [21][24]. Group 2: Historical Context - The concept of hidden door handles dates back to the 1950s with the Mercedes-Benz 300 SL, aimed at achieving a sleek design [9][11]. - Tesla's Model S introduced an automatic retractable door handle in 2012, which was revolutionary at the time and contributed to its popularity [14][15]. Group 3: Safety Concerns - Incidents involving hidden door handles have raised significant safety concerns, particularly in emergency situations where rescuers struggled to open the doors [31][40]. - Notable accidents, such as the Tesla Model S crash in Texas, highlighted the dangers of hidden door handles during emergencies, prompting investigations by safety authorities [32][35]. - The design's reliance on electronic mechanisms can fail in collisions, making them less reliable compared to traditional mechanical handles [46][47]. Group 4: Industry Response - Following safety incidents, there is a shift in the industry towards more user-friendly door handle designs, with some manufacturers reverting to traditional styles [50][53]. - Regulatory discussions are underway in China to potentially ban traditional hidden door handles across all automakers, reflecting a growing emphasis on safety [50][56]. - The trend indicates a broader industry movement towards prioritizing safety over aesthetic design, as consumer preferences shift away from hidden door handles [55][56].
奥迪“字母标”首车入市
Bei Jing Shang Bao· 2025-09-18 02:16
Core Insights - Audi has officially launched its first mass-produced model, the Audi E5 Sportback, with a price range of 235,900 to 319,900 yuan, produced at the SAIC Audi manufacturing base [1][4] - The introduction of the AUDI brand reflects a strategic shift to better align with the evolving demands of the Chinese market, as luxury car retail sales have seen a decline [2][5] - The Audi E5 Sportback features advanced technology, including the new AUDI OS operating system and a collaboration with Momenta for enhanced driving assistance capabilities [3][4] Group 1: Market Context - In August, luxury car retail sales in China dropped by 5% year-on-year, with luxury brand market share decreasing by 1.1 percentage points [2] - Traditional domestic brands and new energy vehicle manufacturers are increasingly competing in the luxury segment, prompting established brands like Audi to adapt [2][5] - The Audi E5 Sportback is positioned as a key model to meet the specific needs of the Chinese market, emphasizing a blend of German engineering and local digital innovation [2][3] Group 2: Product Features - The Audi E5 Sportback is equipped with the Qualcomm Snapdragon 8295 digital cockpit chip and features a highly interactive smart cockpit [3] - The vehicle includes a customized Audi assistant powered by a large language model, enhancing user interaction and control [3] - Audi has partnered with several Chinese suppliers, which strengthens its supply chain and allows for competitive pricing in the Chinese market [4][5] Group 3: Competitive Landscape - The official pricing of the Audi E5 Sportback positions it within the competitive 220,000 to 300,000 yuan range, where many domestic models are also vying for market share [4] - The market for new energy vehicles in China is highly competitive, with models like the Xiaomi SU7 and Tesla Model 3 actively competing in the same price bracket [4][5] - The Audi E5 Sportback received over 10,000 orders within 30 minutes of its launch, indicating strong market interest [5]
“字母标”首车落地,上汽奥迪“迎考”
Bei Jing Shang Bao· 2025-09-17 14:06
Group 1 - Audi officially launched its first mass-produced model, the Audi E5 Sportback, with a price range of 235,900 to 319,900 yuan, featuring four configurations [2][4] - The collaboration between SAIC Group and Audi aims to develop a new platform tailored for the Chinese market, known as the "Advanced Digitized Platform" [2][3] - The luxury car market in China is experiencing a shift, with luxury vehicle retail down 5% year-on-year in August, prompting Audi to introduce models that meet local consumer demands [3][6] Group 2 - The Audi E5 Sportback is equipped with the new AUDI OS operating system and Qualcomm Snapdragon 8295 digital cockpit chip, enhancing its smart and interactive features [4][5] - Audi has partnered with Momenta to develop advanced driving assistance systems, covering various driving scenarios [5] - The competitive pricing of the Audi E5 Sportback allows it to compete effectively in the crowded 250,000 to 300,000 yuan electric vehicle market in China [5][6]
极氪与领克各自成立整车研究院,“一个吉利”战略加速落地|36氪独家
3 6 Ke· 2025-09-10 12:25
Core Viewpoint - The "One Geely" strategy is becoming clearer as Geely Group establishes separate vehicle research institutes for its brands Zeekr and Lynk & Co, indicating a shift towards independent operations for these brands after their integration [1][9][10]. Group 1: Establishment of Research Institutes - Geely Group has announced the establishment of Zeekr Vehicle Research Institute and Lynk & Co Vehicle Research Institute, with specific product lines assigned to each [1][3]. - The Z, C, and M product lines, including models like Zeekr 9X and Zeekr 007, are now under the Zeekr Vehicle Research Institute, while the L and K product lines, including Lynk & Co 900 and Lynk & Co 08, are under the Lynk & Co Vehicle Research Institute [1][2]. Group 2: Integration and Management Structure - The integration process began with the unification of the smart cockpit teams, which is now led by Geely's Chief Cockpit Scientist, Jiang Jun [4][5]. - Geely has also formed the Galaxy Division to manage all its new energy passenger vehicle brands, further streamlining its operations [6]. - The integration of the autonomous driving teams has resulted in a new team of over 3,000 members under Qianli Technology, adopting a dual CEO structure [7][8]. Group 3: Strategic Goals and Expectations - Geely's integration aims to enhance efficiency, with targets for growth exceeding 5% and cost savings in R&D and management expenses projected to be in the tens of billions annually [14]. - The establishment of separate vehicle research institutes is expected to strengthen brand differentiation, with Zeekr positioned as luxury and technology-focused, Lynk & Co as trendy and sporty, and Galaxy as a mainstream new energy brand [14]. Group 4: Market Performance and Future Outlook - Geely's vehicle deliveries have shown significant growth, with 23.77 million units delivered in July, a 58% year-on-year increase, and 25.02 million units in August, indicating strong market performance [15]. - As of the end of August, Geely has delivered a total of 1.897 million vehicles, achieving 63.2% of its annual sales target of 3 million units, suggesting a positive outlook for reaching its goal of 5 million units by 2027 [15].
Model 3上市不足月“闪降”1万元
Mei Ri Shang Bao· 2025-09-03 22:20
Core Viewpoint - Tesla has implemented a price reduction for the Model 3 in China, signaling an early start to the competitive pricing war in the electric vehicle market ahead of the traditional sales peak in September and October [1][5]. Group 1: Price Reduction and Market Strategy - On September 1, Tesla announced a price cut of 10,000 yuan for the long-range rear-wheel drive Model 3, reducing the price from 269,500 yuan to 259,500 yuan, just weeks after its launch [1]. - The price adjustment includes benefits for customers who have already placed orders but have not yet taken delivery, allowing them to enjoy the new pricing along with additional incentives such as five years of interest-free financing and an 8,000 yuan insurance subsidy [1]. - This price cut is seen as a strategic move to regain market share in the face of increasing competition from domestic brands in the 250,000 to 300,000 yuan electric sedan market [2][3]. Group 2: Sales Performance and Market Competition - The Model 3's sales have not met expectations, with only about 8,000 orders in its first week, which is 60% of the initial orders for the Model Y during its launch [2]. - In August, Tesla's sales of domestic electric vehicles fell by 4% year-on-year, with a total of 432,400 units sold in the first seven months of the year, representing a 13.7% decline compared to the previous year [2]. - The competitive landscape is intensifying, with domestic brands like Xiaomi and Zeekr offering models with superior specifications and lower prices, further pressuring Tesla's market position [2][4]. Group 3: Brand Perception and Market Dynamics - Tesla's brand premium is being challenged by the value-for-money propositions of Chinese brands, which are increasingly appealing to consumers [3]. - The reduction in raw material prices has allowed Tesla to maintain a gross margin of 17.2% in Q2, providing some buffer for its pricing strategy [3]. - The Model 3 has experienced significant price fluctuations, with a total of eight price changes since the beginning of 2023, leading to a decrease in its one-year resale value from 78% in 2022 to an estimated 63% in 2025 [4]. Group 4: Future Outlook - The price cut is expected to intensify competition in the electric vehicle market, particularly in the 200,000 to 300,000 yuan segment, as new models are launched during the Chengdu Auto Show [5]. - The upcoming months will be critical for Tesla as it navigates the challenges of brand aging and product iteration while responding to potential price adjustments from competitors [5].
最新消息!极氪前副总裁朱凌确认去了沃尔沃,曾推动领克全新07、08等车型上市
Mei Ri Jing Ji Xin Wen· 2025-09-03 06:50
Core Viewpoint - Zhu Ling, former Vice President of Zeekr, will officially take over as the Head of Operations for Volvo Cars in the Asia-Pacific region starting September 1, 2025, focusing on product strategy, planning, and project management [1][3]. Group 1 - Zhu Ling will manage the entire lifecycle of future vehicle projects in the region, ensuring timely, high-quality, and cost-competitive delivery through cross-departmental collaboration in product, engineering, procurement, logistics, and manufacturing [3]. - He aims to strengthen regional operations and global product development collaboration to support Volvo Cars' long-term competitiveness [3]. - Zhu Ling joined Geely Automobile in 2014 and later became Vice President at Lynk & Co, where he was responsible for the planning and launch of several key models, including the successful launch of the new Lynk & Co 07 and 08 [3][4]. Group 2 - On August 26, Zhu Ling confirmed his job change via Weibo, indicating that he would no longer represent Zeekr and Lynk & Co but would continue to engage with the automotive community as an enthusiast [4]. - He mentioned ongoing projects, including the upcoming launches of the third-generation 03, 03+, and annual models for Zeekr 007, 7X, and X [4]. - On the evening of September 1, Zhu shared a sketch related to Volvo Cars, indicating a focus on learning and preparation for his new role [6].