8月26日晚，极氪科技集团副总裁、领克品牌产品组长朱凌博士发文称，由于工作岗位变动，不再适合代表极氪和 领克发布信息和表达观点。新岗位去向仍待官方公布。 公开资料显示，朱凌于2014年加入吉利汽车。2025年初，在极氪与领克合并成立极氪科技之后，朱凌担任极氪科 技集团副总裁，负责产品研发及相关工作。 资料显示，极氪品牌7月销量为16,977辆，同比微增8%。1-7月累计销售107,717辆，同比增长4%，增速相对平稳。 领克品牌7月销量为27,216辆，同比增长28%。1-7月累计销售181,353辆，同比增长23%，保持稳健增长。 朱凌表示，从去年十二月开始兼管领克，到现在开始陆续交作业。除了全新的07、08，接下来还有几款作业会陆 续发布，包括第三代的03、03+，同时还有极氪007的年款、极氪7x的年款以及极氪X的年款。 （校对/黄仁贵） ...

2025.08. 25 本文字数：3943，阅读时长大约6分钟 作者 | 第一财经 武子晔、肖逸思 杨超（化名）几乎每天都会分享最新的二手车市场行情，而在全国多个地区的二手车交易市场，车商 们拍摄短视频、直播卖车已成为常态，他们需要通过这样的形式获取更多的客源。与几年前不同，如 今的二手车市场获客成本越来越高，生意难做、行情低迷，亏损是多数车商的现实写照。 硬币的另一边，是二手车保值神话已经破灭。"前几年受疫情影响，消费力下降，大家买车更谨慎； 这两年又赶上新车市场结构大变，新能源新势力扎堆降价，燃油车新车也跟着促销，二手车的残值根 本扛不住。"杨超说。 第一财经记者近日走访二手车市场时发现，二手车的价格与新车市场价格相关，同时也与保值率挂 钩。一些热销的日系车和保时捷也曾因高保值率一度被称为理财产品，但随着新车价格竞争越来越激 烈，二手车的保值率越来越低。 落地八折的二手车、粗放的交易模式，鱼龙混杂的交易主体、剧烈洗牌的二手车商，构成了二手车交 易市场中的方方面面。 "落地打八折" 新能源二手车保值率低的问题一直被市场热议。第一财经记者调查发现，新能源二手车"落地打八 折"并非空穴来风。 据中国汽车流通协会 ...

Core Viewpoint - The "Purchase in China 2025" campaign aims to boost consumption and expand domestic demand by promoting the sales of new energy vehicles (NEVs) in rural areas of Shandong province, integrating green travel with rural revitalization efforts [1][45]. Group 1: Event Overview - The event was launched on August 15 in Tai'an, Shandong, focusing on the county and township markets to unlock the consumption potential of NEVs [1]. - The theme of the event is "Enjoy Consumption, Renew Travel," driven by a dual approach of policies and activities [1]. Group 2: Organizers and Participants - The event is co-hosted by the Shandong Provincial Department of Commerce and the Dazhong Media Group, with support from local government and media [4]. - Over 50 well-known automotive brands and hundreds of NEV models were present, providing a one-stop shopping platform for consumers [4]. Group 3: Promotional Offers - Major car manufacturers are offering significant discounts and incentives during the event, including trade-in bonuses and financial plans [8][15]. - Tesla is providing a "five-year interest-free" financing option along with an 8,000 yuan insurance subsidy [8]. - BYD is offering a 6,999 yuan benefits package for a 99 yuan deposit, with discounts on various models ranging from 6,000 to 10,000 yuan [15]. Group 4: Policy Support - The event emphasizes the implementation of national trade-in and scrapping subsidy policies, with dedicated areas for policy interpretation and consultation [41]. - The "policy package" includes purchase subsidies, trade-in benefits, and special price models to ensure consumers understand and can easily access the discounts [41]. - Shandong province has seen a leading growth rate in retail sales, with 247,000 vehicle scrapping applications in the first half of the year, indicating strong market activity [41]. Group 5: Future Outlook - The campaign is expected to create a wave of enthusiasm for NEVs across the province, with ongoing efforts to innovate consumption scenarios and implement policies [45]. - The goal is to accelerate the adoption of NEVs in households, contributing to the green economy and rural revitalization [45].

Core Insights - The electric vehicle (EV) market in Nepal is rapidly growing, with Chinese brands dominating the market, accounting for 79.86% of the 16,701 EVs sold in the country [1][5][8] - The share of electric vehicles in total four-wheeled vehicle imports in Nepal is projected to reach 73% in the fiscal year 2024-2025, making it one of the highest globally [1][5][8] - The competition between Chinese and Indian EV manufacturers is intensifying, as evidenced by the recent auto show in Kathmandu, which showcased various models and offered significant discounts [2][4] Industry Overview - The auto show in Kathmandu highlighted the fierce competition for market dominance in Nepal's EV sector, with Chinese brands clearly leading [2] - BYD has emerged as one of the best-selling EV brands in Nepal, with its Atto 1 model priced at 2.89 million NPR attracting considerable attention [4] - The introduction of high-end models like the Zeekr X, priced at 8.5 million NPR, indicates a growing market for luxury EVs in Nepal [5] Market Dynamics - The import of electric vehicles in Nepal has seen a dramatic increase from just 236 units in the fiscal year 2019-2020 to 16,701 units in the latest fiscal year, reflecting a growth of 23.33% [6][8] - The total value of imported electric vehicles reached 41.23 billion NPR, contributing to a significant portion of the overall vehicle import value of 50.88 billion NPR [5][6] - The shift in consumer preference towards electric vehicles has been influenced by the introduction of affordable models and improved infrastructure, as well as a growing awareness of environmental issues [8][9] Competitive Landscape - Indian manufacturers, once the dominant players, are facing challenges due to the rapid advancements and competitive pricing of Chinese EVs [7][8] - The presence of female entrepreneurs as a significant customer segment for brands like BYD indicates a shift in the demographic profile of EV buyers in Nepal [8] - The Nepalese government is actively seeking to reduce reliance on fossil fuels, which aligns with the increasing popularity of electric vehicles [9]

Core Viewpoint - The Ministry of Industry and Information Technology has announced the new models of Zeekr 001, indicating advancements in electric vehicle technology and product offerings from the company [1] Group 1: Product Specifications - The new Zeekr 001 model has three versions approved, with dimensions of 4977mm in length, 1999mm in width, and a height of 1545/1533mm, and a wheelbase of 3005mm [1] - The single motor version has a maximum power output of 370kW, while the dual motor version has a total power of 680kW, with front and rear power outputs of 310kW and 370kW respectively [1] - The vehicle will utilize both ternary lithium-ion batteries from Geely and lithium iron phosphate batteries from Jiyou [1] Group 2: Product Update Plans - Zeekr has announced its product update plan for the second half of the year, which includes models such as Zeekr X, Zeekr 007, Zeekr 001, and Zeekr 7X [1] - The Zeekr 007 will see adjustments in interior and exterior details, while the assisted driving system and battery drive system will remain unchanged [1] - The Zeekr 001 will feature the Thor-U chip and a 900V high-voltage system, along with minor adjustments to interior and exterior details [1] - Some models of the Zeekr 7X will also be equipped with the Thor-U chip and 900V high-voltage system, with similar minor adjustments to details [1]

Group 1: Advanced Manufacturing Sector - The sales of Zeekr cars have significantly declined, with June sales at 16,702 units, a year-on-year decrease of 16.93%, and a total of 90,740 units sold in the first half of 2025, reflecting a growth of only 3.26% compared to the previous year, which is a stark drop from the 106.1% growth rate in 2024 [1][2] - The brand's reliance on a few popular models, particularly the Zeekr 001 and 7X, which accounted for nearly 70% of total sales in 2024, has led to market share erosion due to increased competition from models like Xiaomi SU7 and XPeng P7i [2] - Frequent quality issues have undermined brand trust, with Zeekr 001 receiving a high number of complaints related to battery failures and unfulfilled smart driving features [2] Group 2: Consumer Sector - Ecovacs has reported a significant increase in performance for the first half of 2025, with net profit expected to be between 960 million to 990 million yuan, representing a year-on-year growth of 57.64% to 62.57% [4] - The strong performance is closely tied to the robust sales of the company's vacuum cleaner business, which saw a 51% increase in online sales in the second quarter of 2025 [4] - The market for vacuum and washing machines continues to thrive, driven by government subsidy policies, with online sales for these categories growing by 36% and 41% respectively in the second quarter of 2025 [4]

Core Viewpoint - The automotive industry in Chengdu Economic and Technological Development Zone is experiencing significant growth, with companies ramping up production to meet annual targets amid a strong market demand for both traditional and new energy vehicles [1][3][5]. Group 1: Company Performance - Sichuan Lynk & Co. has switched to a full production mode, achieving a stable daily output of over 1,000 vehicles [3]. - From January to May this year, Sichuan Lynk & Co. produced 102,300 vehicles, a year-on-year increase of 181.46%, with a production value of 8.448 billion yuan, up 165.62% [7]. - The company aims to double its annual production to over 200,000 vehicles, targeting a production value of 18 billion yuan for the year [7]. Group 2: Market Trends - The global energy transition and "dual carbon" goals are driving unprecedented opportunities for the new energy vehicle industry [9]. - Chengdu Economic and Technological Development Zone has established itself as a hub for advanced manufacturing, attracting major automotive companies like FAW-Volkswagen, FAW-Toyota, and Volvo [13]. - In the first four months of 2025, the zone achieved a vehicle production of 267,100 units, a year-on-year increase of 29.29%, with new energy vehicle production soaring by 450.49% [13]. Group 3: Future Outlook - FAW-Toyota plans to increase production significantly in 2025, with measures to enhance equipment management [11]. - Volvo's Chengdu plant is undergoing technological upgrades to meet the growing demand for electric vehicles, with plans to launch multiple high-end new energy models [11].

Group 1 - Xiaomi's automotive design strategy involves borrowing elements from high-end brands to create a perception of luxury, as seen with the YU7 model [2][3] - The market for electric vehicles priced above 300,000 yuan has grown by 47% year-on-year, while the segment below 100,000 yuan has shrunk by 19%, indicating a shift towards high-end offerings [3] - The design of Xiaomi's vehicles, such as the SU7 and YU7, has attracted significant attention, with the SU7 achieving over 60,000 orders in its first month, primarily from first-time buyers under 30 [3][4] Group 2 - The automotive industry is witnessing a trend where new brands adopt classic design elements from established luxury brands, leading to a potential challenge of design homogenization [4][6] - A significant portion of consumers, 68%, perceive Xiaomi vehicles as lacking uniqueness, with this sentiment being even stronger among older demographics [4] - The cultural significance of design elements from luxury brands is highlighted, as they represent a brand's heritage and values, which cannot be easily replicated [6][9] Group 3 - The younger generation, particularly those born in the 1990s and 2000s, prioritize unique design over traditional luxury symbols, indicating a shift in consumer preferences [7][10] - The evolution of automotive design is being driven by technological advancements, allowing for more creative freedom and new design paradigms [9][10] - The transition from imitation to original design is crucial for domestic brands to establish their identity and compete on a global scale [10]

Core Viewpoint - The article discusses the market performance of the Lynk & Co Z20 electric vehicle, highlighting sales figures, customer demographics, and competitive comparisons. Sales Performance - The dealership has seen an average of 10 daily visitors, with 3 specifically interested in the Z20. During the May Day holiday, daily foot traffic increased to 20 [2] - Last month, over 40 vehicles were sold, with 12 Z20 units sold but only 5 delivered due to production capacity issues. The most popular configuration is the 530km rear-wheel drive Max version, with 8 out of 12 available units [2] - The Z20's most popular color combination is the cocoa Xili with beige interior, accounting for 4 out of 10 units sold [2] Customer Demographics - Approximately 80% of potential buyers are young, fashionable individuals, while the remaining 20% are families looking for a second vehicle for child transportation. The majority of buyers work in public service and education sectors [5] Competitive Analysis - The Z20 is frequently compared to models such as BYD Yuan Plus and Volkswagen ID.3, with the Zeekr X also being a notable competitor due to proximity to the dealership [9] - Customers are primarily attracted to the Z20 for its aesthetics and features, while some competitors are dismissed due to perceived lack of space and overly unique designs [11][15] Purchase Incentives - The Z20 continues to offer a May Day promotion of 2000 yuan city subsidy, an additional 2000 yuan insurance subsidy, and potential provincial subsidies of up to 14000 yuan [19] - Two financing options are available: a two-year interest-free loan of 80000 yuan or a zero down payment plan, with the interest-free option being the most popular [21] Customer Feedback - Initial buyers have reported issues such as half-shaft noise due to insufficient grease, which the manufacturer is addressing. Concerns about high energy consumption due to the 250kw rear motor compared to the 200kw of the Z10 have also been noted [22][23] - Maintenance costs are set at 255 yuan per year or every 20000 kilometers, focusing on the inspection of the three electric systems and filters [24] Additional Considerations - Buyers should be aware of various subsidies available, including large customer subsidies, additional purchase incentives, and partnerships with top enterprises [26]

Core Points - The article discusses the recent changes in Beijing's new energy vehicle (NEV) license plate allocation policy, highlighting the increased chances for families to obtain these licenses due to the addition of new quotas [4][18][19] - It emphasizes the excitement among residents who have struggled for years to obtain a Beijing license plate, as many families are now successfully entering the NEV license allocation system [2][8][20] Group 1: Policy Changes - Beijing has announced the allocation of 118,400 family NEV licenses, with 60,000 being newly added, increasing the chances for families who have previously struggled to obtain a license [4][18] - The minimum score for obtaining a family NEV license has dropped to 42, the lowest since the implementation of the new policy, indicating a significant easing of competition [18][19] - The policy now allows for a broader family structure to apply for licenses, increasing the potential for higher scores through combined family applications [9][20] Group 2: Market Response - Car dealerships are actively targeting new license holders with various promotional offers, including discounts and incentives for early orders [11][12] - The demand for NEVs is expected to rise significantly due to the new policies, with many families already beginning to look for and order vehicles [16][20] - The overall market for NEVs in Beijing is anticipated to grow, driven by the combination of new license allocations and additional consumer incentives such as trade-in subsidies and consumption vouchers [16][20]