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年轻人,反向抄底爆雷车
创业邦· 2025-08-22 10:07
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 7 月下旬,丁酩在宁波的吉利汽车第二制造基地,全款买到一辆紫色长续航版极越 07。 此时距离极 越汽车突然崩盘已经过去大半年。 数百辆灰头土脸的极越 01 和 07 库存车,停放在一大片空场区域。丁酩坐进挑选的新车,前挡风玻 璃脏到什么也看不见。还好,车上的玻璃水还能用。 他对这样的提车环境倒是有预期,庆幸车内饰是干净的,四个座椅都还套着防尘罩。提车价 16 万 元,相当于 22.99 万元原价打了个 7 折,算上卖旧车和政府以旧换新补贴,丁酩买这台 "爆雷车" 实际花了 14 万元。 "100 度的三元锂电池,这个配置 20 万以内是绝无仅有的。" 虽然家人并不赞成这个决定, 30 岁 的丁酩 觉得倒是不用说服他们,"反正我自己出钱,想买哪个就买哪个"。他还告诉我们,近一个 月,吉利工厂已经卖出了六七十台极越的库存车。 来源丨晚点Auto 作者丨郭瑞婵、司雯雯 编辑丨 王姗姗 图源丨Midjourney 7 月下旬,丁酩在吉利汽车宁波杭州湾第二制造基地看到的大量极越库存车 新能 ...
年轻人反向抄底爆雷车:7 折买顶配的冒险游戏
晚点LatePost· 2025-08-20 02:31
Core Viewpoint - The article discusses the phenomenon of young consumers purchasing "exploded" electric vehicles at significantly discounted prices, highlighting a shift in consumer perception towards automotive purchases and the impact of market dynamics on pricing strategies [5][7][28]. Group 1: Market Dynamics - The electric vehicle (EV) market is experiencing a brutal price war, with companies like BYD offering substantial discounts on popular models, prompting competitors like Geely and Xpeng to follow suit [7][14]. - The emergence of "exploded" vehicles, which are models from companies that have faced financial difficulties, has led to significant price reductions, making them attractive to budget-conscious consumers [9][14]. - The article notes that the pricing strategy in the EV market is less stable compared to traditional vehicles, with configurations and features becoming the primary focus for consumers rather than brand loyalty [27][28]. Group 2: Consumer Behavior - Young consumers are increasingly willing to purchase vehicles from companies that have faced bankruptcy, viewing the products as having good value due to their features and specifications, rather than being deterred by the brand's financial issues [23][28]. - The article highlights that many buyers are motivated by the desire for high-specification vehicles at lower prices, leading them to compare their purchases against higher-priced models [14][28]. - The perception of vehicles as disposable and the willingness to change cars every few years has shifted consumer attitudes, making them less concerned about long-term brand reliability [8][25]. Group 3: Vehicle Specifications - The article provides a comparison of specifications between various models, indicating that "exploded" vehicles often offer features that rival those of higher-priced competitors, such as large batteries and advanced technology [15][14]. - For instance, the Geely Extreme 07 offers a C-class space and a large battery at a price point of 140,000 yuan, which is significantly lower than similar models from competitors [14][15]. - The article emphasizes that the current EV market is characterized by "over-specification," where vehicles are equipped with features that were previously exclusive to higher-end models [27][28]. Group 4: Sales Channels and Challenges - Following the bankruptcy of certain manufacturers, traditional sales channels have been disrupted, leading consumers to seek vehicles through non-official channels, which can complicate the purchasing process [21][18]. - The article mentions that buyers often face challenges in verifying the condition of vehicles and ensuring proper warranty coverage, as many of these transactions occur outside of established dealership networks [21][22]. - Despite the risks, many consumers are willing to navigate these challenges, believing that the potential savings outweigh the uncertainties associated with purchasing "exploded" vehicles [23][25].
那些买爆雷车的年轻人
晚点Auto· 2025-08-18 13:40
Core Viewpoint - The article discusses the phenomenon of young consumers purchasing "exploded" electric vehicles at significantly discounted prices, highlighting a shift in consumer perception towards automotive purchases and the impact of recent market dynamics on pricing and value perception [9][28]. Group 1: Market Dynamics - The electric vehicle industry has seen several companies, including HiPhi, Jidu, and Neta, face financial difficulties, leading to a significant drop in prices for their inventory and second-hand vehicles [7][28]. - The ongoing price war in the new car market has prompted manufacturers like BYD to offer substantial discounts, further influencing consumer behavior [7][8]. - The competitive landscape has resulted in electric vehicles being offered with high-end configurations at lower price points, making them attractive to budget-conscious consumers [14][27]. Group 2: Consumer Behavior - Young consumers are increasingly willing to purchase vehicles from companies that have faced financial difficulties, viewing the discounted prices as an opportunity rather than a risk [23][28]. - The perception of vehicles has shifted from being long-term investments to more disposable assets, with consumers now expecting to change cars every 3 to 5 years [25][28]. - Many consumers prioritize product features and specifications over brand loyalty, leading them to compare vehicles based on their configurations rather than the reputation of the manufacturer [28]. Group 3: Purchase Process - The process of purchasing "exploded" vehicles often involves navigating non-official channels, with consumers needing to verify the condition and legitimacy of the vehicles [21][22]. - Consumers have reported varying experiences in securing financing and insurance for these vehicles, often facing challenges due to the lack of official support from the manufacturers [20][21]. - The article highlights the importance of thorough research and due diligence when purchasing these vehicles, as many buyers are taking risks in hopes of securing a good deal [23][24]. Group 4: Future Outlook - Despite the challenges faced by companies that have "exploded," many are still operational and seeking restructuring, indicating a potential for recovery in the market [26][28]. - The article suggests that the evolving consumer mindset and competitive pricing strategies may continue to shape the electric vehicle market, leading to further innovations and changes in consumer purchasing behavior [27][28].
被卷死的汽车品牌,留下百万辆“孤儿车”
3 6 Ke· 2025-06-06 01:03
Core Viewpoint - The emergence of "orphan cars" in the Chinese automotive industry is a significant issue, with the number exceeding one million and expected to continue growing due to the failure of several new energy vehicle manufacturers [3][24][30]. Group 1: Definition and Context - "Orphan cars" refer to vehicles from manufacturers that have ceased operations, leaving owners without support for maintenance and repairs [1][3]. - The term originated in 2008 during the financial crisis when car dealerships closed, leaving customers with unredeemable maintenance vouchers [1][3]. Group 2: Current Situation - The number of orphan cars in China has surpassed one million, with brands like Weima, Neta, and others contributing to this figure [3][24]. - The situation is exacerbated by the failure of several once-promising companies, including Neta, which had a peak annual sales of 152,000 units in 2022 but is now facing severe operational challenges [6][12]. Group 3: Consumer Impact - Consumers who purchased these vehicles are now facing significant depreciation and difficulties in obtaining repairs, with some reporting that their cars have become unusable [13][20]. - The financial burden on consumers is evident, as many are left with vehicles that have lost substantial value and require costly repairs that are no longer covered by warranties [14][22]. Group 4: Industry Dynamics - The automotive industry is undergoing a brutal market shakeout, with many companies lacking core technologies and sustainable business models being forced out [10][30]. - The competitive landscape is shifting, with a few strong players likely to survive, while the rest face inevitable decline [30][31]. Group 5: Regulatory and Future Considerations - There are existing regulations requiring manufacturers to provide parts and service for at least ten years, but many new companies struggle to meet these obligations [28]. - The industry is witnessing increased regulatory scrutiny aimed at addressing the issues surrounding orphan cars and ensuring consumer protection [28][30].
上海车展进行中,谁还关心夏一平?
汽车商业评论· 2025-04-27 15:24
撰 文 / 路 行 设 计 / s h e l l y 极越崩盘之后的一段时间里,夏一平留在公众视野中的最后一个印象,是小红书上的一次偶 遇。 照片里,这位曾经的汽车品牌CEO出现在洗浴中心,不甚清晰的画质中可以看到他的头发花白,桌 上摆着一瓶可乐。偶遇者说,他开的是一辆极越07。 2024年12月11日,极越就地解散的传闻被证实,也正是在那天,夏一平得到了从未企及的流量,尽 管,是以一种不太体面的方式。至今,他的身上仍旧背负着两极分化的评价,支持者肯定他的责任 感,说正是因为他把事情闹大,才让员工的权益得到了保障;质疑的人则说,极越行至穷途,他有 不可推卸的责任。 企查查的公开信息显示,浙江极越汽车科技有限公司目前已变更名称为浙江枫盛汽车科技有限公司 ——2024年10月,其才从"枫盛"更名为"极越",这家公司具备国家发改委批准审核资质及国家工信 部生产资质。在更名的同时,该公司新增股东台州吉利汽车工业有限公司,持股比例为0.01%,此 次更名背后的意义耐人寻味,同时也让极越汽车再次引发关注。 | 法定代表人 | 浙江极越汽车科技有限公司 | | --- | --- | | 曹振宇 | (2024-10-2 ...
极越危机全复盘:哭泣的 CEO、摇摆的百度与被欠款的吉利
晚点LatePost· 2024-12-12 15:45
晚点Auto . 以下文章来源于晚点Auto ,作者晚点团队 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 两大巨头联手打造的车企,如何一夜之间深陷危机? 文丨李梓楠 贺乾明 邱豪 魏冰 编辑丨 宋玮 龚方毅 夏一平和 5000 多名极越员工的一天 "公司最艰难的时候,没人承担,两个股东(百度和吉利)都没站出来。" 12 月 12 日下午两点半,极越 CEO 夏一平已经被数百名员工围在上海嘉定的极越总部会议室附近四个小时。 他反复强调自己是来解决问题的,绝对不会跑路。 极越员工陆续来到办公室,一部分人想搬走公司的固定资产抵扣拖欠的工资,另一些人来拿自己的物品, 以防被情绪激动的前同事顺走。当时办公室的微波炉已被人搬走,有人在群里提醒 "那是保洁公司的物 品。" 还有人想搬走冰箱,但被物业拦住, 要求出具购买证明。 晚上七点半,有员工发朋友圈称,"微波炉还在,兄弟们"。 直到晚上十点多,现场所有人都在等百度的人出现——百度确实有人来了,但不是管理层,而是买了极越 的普通员工,他们也想来维权,但被拦在大门外。门内是担心第二天人去楼空的供应商们,"这个点,饿 坏了"。 昨日夜里,极越员工内部 ...
禁令在即,TikTok给美国用户发钱拉新;通用汽车放弃无人车研发,已经投资百亿美元;反垄断,大公司的AI新战场丨百亿美元公司动向
晚点LatePost· 2024-12-11 14:30
吉利和百度联合投资的极越汽车计划裁员。 12 月 11 日,极越 CEO 夏一平在一场视频全员会上说,极越正遇到困难,需要采取新的变革举 措,包括合并职能重复的部门与岗位,变革低效的内部工作流程;削减短期内无法提升财务表现的 项目。在全员会结束之后,极越又开了一级和二级的部门会议,极越员工告诉我们,会上极越对非 销售岗位的员工给出了解决方案,在 12 月 15 日之前签字离职的员工可以拿到赔偿,目前员工 11 月社保尚未缴纳。 极越是一家国产造车新势力厂商,由吉利持股 65%,百度持股 35%。极越目前共有两款车型在 售,其中纯电 SUV 极越 01 在今年前 11 个月的累计销量为 9388 辆;纯电轿车极越 07 于今年 9 月 上市,开启交付后 3 个月的累计销量为 3893 辆。 宁德时代 11 月三元电池市占率环比下滑 7.8 个百分点。 通用汽车放弃无人车研发,已经投资百亿美元。 12 月 11 日,据媒体报道,通用汽车称将不再为自动驾驶汽车子公司 Cruise 提供资金,转而优先发 展辅助驾驶技术,Cruise 和通用的技术团队将合并。消息公布后,通用美股盘前涨逾 2%。2016 年 3 月,通 ...