11月21日，比亚迪王朝网的两款汉L唐L携新车色及OTA在第二十三届广州车展期间正式发布。 广州车展是国内一年年终规模最大的展会及汽车销售舞台，对车企年终销量的提升有着重要意义。作为 全球最大的新能源车企，比亚迪今年仍要冲击460万辆年销目标。汉L唐L作为比亚迪王朝系列的高端车 型，同样是比亚迪增量的重要一环。而随着消费群体的年轻化，比亚迪也借广州车展之机遇对既有车型 进行升级。 此番汉L唐L共同推出橄榄绿全新车色，汉L额外加入西子蓝新色。其中，橄榄绿采用低饱和度、高反射 金属漆面，通过纳米级高透色浆与微米级超细铝粉的精密配比，呈现出绿中透金的渐变效果。在阳光下 呈现清新明亮的视觉效果，而在室内则转为深邃墨绿；汉L独有的西子蓝创新引入巴斯夫珠光包覆型铝 粉，在强光下呈现高饱和度珠光金属白，弱光时切换为低饱和度清澈碧蓝，以还原西湖"淡妆浓抹总相 宜"。 汉L唐L 比亚迪 此外，汉L专为个性用户打造了黑化运动套件，包含悬浮黑顶、黑化车窗饰条等元素，配合车内戟灰运 动内饰，可营造出战斗气息的运动风格。此外，汉L上的琉光银配色也向唐L用户开放选装。 汉L 比亚迪 在智能化方面，汉L唐L智能座舱与辅助驾驶系统皆带来全新 ...

光大证券在此前的研报中提到，仰望U8L主打豪华行政级SUV市场，"产品技术精细化+使用场景多元化"或填补百万级新能源市场行政商务场景产品空 白，在进一步补充仰望系列产品矩阵的同时打入新细分赛道抢夺"BBA"（奔驰、宝马、奥迪）市场份额。 11月24日，仰望汽车官方微博发布信息称， 美的集团董事长兼总裁方洪波成为仰望U8L鼎世版车主，比亚迪董事长兼总裁王传福现场交车 。 据了解，比亚迪和美的已经有过合作。比亚迪腾势汽车11月3日宣布，腾势已经与美的旗下的高端家电品牌科慕达成合作。腾势N8L将与科慕智能家居深 度联动，在车上，用户就可以控制全屋智能家电；在家中，用户也能随时掌控汽车。近日举行的2025广州车展上，比亚迪汉L、唐L宣布支持联动美的等 品牌家电，并推出了多种生态配件。 资料显示，仰望U8L鼎世版于今年9月份上市，定位为全尺寸行政豪华SUV，售价128万元起，为比亚迪加强百万级豪车市场布局的又一款车型。 据介绍，仰望U8L鼎世版搭载易四方、云辇-P+、全铝大车架、专属刀片电池等多项创新技术，具备应急浮水、高速爆胎稳行等安全能力。此外，仰望 U8L鼎世版全球首次量产搭载3纳米智能座舱芯片，配置天神之眼A- ...

中国经济网11月24日讯(记者 姜智文)21日，比亚迪旗舰车型汉L唐L携新车色及OTA正式发布，其 中汉L超级置换补贴后售价19.48万—26.48万元，唐L超级置换补贴后售价21.48万—27.48万元,进一步强 化在细分市场的产品力。 据介绍，汉L EV、唐L EV搭载超级e平台全域千伏架构，以"兆瓦闪充 油电同速"，有效解决纯电补 能焦虑；汉L DM、唐L DM标配第五代DM技术，兼顾超强性能与超级效能。此外，汉L唐L全新解 锁"车位到车位"领航辅助功能，并带来全新车色、智慧生态与安全配置的全面升级。 具体来看，汉L EV、唐L EV全系标配超级e平台，搭载全域千伏高压架构，配备闪充电池、3万转 电机。其中，汉L EV、唐L EV峰值充电功率高达1000kW，仅需5分钟即可补充400公里续航。动力性能 上，其单电机功率高达580kW，四驱版本总马力达1102匹，零百加速分别仅需2.7秒和3.6秒，极速也分 别达到了305km/h和287km/h。 汉L DM、唐L DM搭载第五代DM技术，包含DM-p王者混动、DM-i超级混动。数据上，汉L DM零 百加速最快3.9s，亏电油耗最低仅3.9L/100km ...

2025广州车展开幕，作为年度收尾的A级车展，许多重磅车型都借此机会上市。 小鹏X9超级增程：30.98万元起 小鹏X9超级增程版是小鹏汽车首款增程式动力车型，采用"大油箱+大电池"的组合，实现CLTC综合续航1602km、纯电续航452km。 新车搭载800V混合碳化硅同轴电驱，实现CLTC工况93.5%的超高效率，搭载63.3kWh超快充磷酸铁锂增程大电池，支持5C+800V超充倍率，10分钟即可 补能313km，增程器兼容92号汽油，让用户即使在西藏、青海等缺少高标号燃油的地区也能畅行无阻。 安全方面，A柱内嵌2000MPa热气胀工艺膨胀管，强度提升30%。同时车头拥有8892cm³超大前端吸能盒，全车标配9个安全气囊，含前排双腔远端气囊 与2.97米超长侧气帘。 内部拥有三排电动三折叠，支持三排座椅四六分折叠纯平收纳，满足4/5/6/7人出行场景。内饰采用阿尤斯真木材质，配备27颗扬声器环绕声音响与3.6m 环舱氛围灯，并搭载自然光航空阅读灯，营造出家庭温馨感。全系标配主/副驾12向电动调节、二排零重力太空座椅以及三排3个座位的坐垫及靠背加热，全 系还采用无铬鞣全粒面Nappa真皮。 岚图梦想家山河： ...

小鹏X9超级增程版是小鹏汽车首款增程式动力车型，采用"大油箱+大电池"的组合，实现CLTC综合续航1602km、纯电续航452km。 新车搭载800V混合碳化硅同轴电驱，实现CLTC工况93.5%的超高效率，搭载63.3kWh超快充磷酸铁锂增程大电池，支持5C+800V超充倍率，10分钟即可补能 313km，增程器兼容92号汽油，让用户即使在西藏、青海等缺少高标号燃油的地区也能畅行无阻。 安全方面，A柱内嵌2000MPa热气胀工艺膨胀管，强度提升30%。同时车头拥有8892cm³超大前端吸能盒，全车标配9个安全气囊，含前排双腔远端气囊与 2.97米超长侧气帘。 2025广州车展开幕，作为年度收尾的A级车展，许多重磅车型都借此机会上市。 小鹏X9超级增程：30.98万元起 内部拥有三排电动三折叠，支持三排座椅四六分折叠纯平收纳，满足4/5/6/7人出行场景。内饰采用阿尤斯真木材质，配备27颗扬声器环绕声音响与3.6m环舱 氛围灯，并搭载自然光航空阅读灯，营造出家庭温馨感。全系标配主/副驾12向电动调节、二排零重力太空座椅以及三排3个座位的坐垫及靠背加热，全系还 采用无铬鞣全粒面Nappa真皮。 岚图梦想家山河： ...

设计层面，汉L唐L以Loong Face龙颜美学造就中国人血脉里的高级感，视觉效果极富年轻化、运动感。为满足用户对个性化的进阶追求，汉L唐L共同 推出橄榄绿全新车色，汉L额外加入西子蓝新色，将东方美学与现代制造工艺相互融合。 其中，橄榄绿采用低饱和度、高反射金属漆面，通过纳米级高透色浆与微米级超细铝粉的精密配比，呈现出绿中透金的渐变效果。在阳光下呈现清新明 亮的视觉效果，而在室内则转为深邃墨绿，契合当代精英"于静谧中蕴藏活力"的生活态度。汉L独有的西子蓝创新引入巴斯夫珠光包覆型铝粉，在强光下呈 现高饱和度珠光金属白，弱光时切换为低饱和度清澈碧蓝，生动还原西湖"淡妆浓抹总相宜"的诗意美感。 汉L专为个性用户打造了黑化运动套件，包含悬浮黑顶、黑化车窗饰条等元素，配合车内戟灰运动内饰，营造出极具战斗气息的运动风格。此外，在汉 L上备受好评的琉光银配色，此次也向唐L用户开放选装。 11月21日，比亚迪划时代旗舰车型汉L唐L携新车色及OTA在2025广州车展正式发布。其中，汉L EV、唐L EV搭载超级e平台全域千伏架构， 以"兆瓦闪充 油电同速"终结纯电补能焦虑；汉L DM、唐L DM标配第五代DM技术，兼顾超强性能 ...

Group 1 - The core viewpoint of the article highlights the differentiation in the passenger car market, driven by scale effects and high-end product offerings, leading to profitability improvements [2] - In Q2 2025, the wholesale sales of passenger cars reached 7.111 million units, a year-on-year increase of 13.0% and a quarter-on-quarter increase of 11.8% [29] - The wholesale sales of new energy passenger cars were 3.629 million units, up 33.9% year-on-year and 26.3% quarter-on-quarter, indicating strong growth in this segment [29] - The revenue of sample enterprises in the passenger car sector reached 673.96 billion yuan, reflecting a year-on-year increase of 13.8% and a quarter-on-quarter increase of 20.2% [42] - The overall gross margin for passenger car companies was 15.0%, showing a slight decline compared to the previous year and quarter, with variations in performance among different companies [2] Group 2 - The automotive parts sector saw revenue growth, with Q2 2025 revenue reaching 266.42 billion yuan, a year-on-year increase of 15.7% and a quarter-on-quarter increase of 14.5% [3] - The gross margin for the parts sector was 18.2%, an increase of 0.6 percentage points year-on-year and 0.7 percentage points quarter-on-quarter, benefiting from scale effects and reduced raw material costs [3] - The net profit growth for the parts sector was 11.9% year-on-year and 18.5% quarter-on-quarter, indicating improved profitability [3] Group 3 - The motorcycle segment experienced significant growth, with Q2 2025 sales reaching 297,000 units, a year-on-year increase of 23.9% and a quarter-on-quarter increase of 44.9% [4] - Revenue for the motorcycle sector was 17.28 billion yuan, reflecting a year-on-year increase of 20.5% and a quarter-on-quarter increase of 20.1% [4] - The gross margin for key motorcycle companies was 23.3%, showing a slight decline year-on-year but an increase quarter-on-quarter [4] Group 4 - Investment recommendations include focusing on high-quality domestic brands in the passenger car sector, such as Geely, Xpeng, Li Auto, BYD, and Seres [4] - In the parts sector, recommendations include companies involved in intelligent driving and smart cockpits, such as Bertel and Jifeng [4] - For motorcycles, leading companies like Chunfeng Power and Longxin General are recommended [7]

Core Viewpoint - The launch of the Li Auto i8 marks a significant shift from range-extended vehicles to pure electric models, with aggressive pricing and strong product capabilities that challenge existing market players like Tesla and NIO [1][3][10]. Pricing Strategy - The i8 is priced between 321,800 to 369,800 yuan, which is lower than the previously expected price range of 350,000 to 400,000 yuan, indicating an aggressive pricing strategy [6][10]. Product Positioning - The i8 is positioned as a mid-to-large six-seat pure electric SUV, with dimensions of 5,085 mm in length and a wheelbase of 3,050 mm, providing a competitive space advantage in its class [8][10]. Technical Specifications - The i8 features a maximum power of 400 kW and a maximum torque of 660 Nm, achieving a 0-100 km/h acceleration time of just 4.5 seconds. It is equipped with either a 90.1 kWh or 97.8 kWh lithium battery, offering a maximum range of 720 km under CLTC conditions [8][10]. Charging Infrastructure - Prior to the launch, Li Auto established a network of 3,000 supercharging stations across 258 cities in 31 provinces, laying a solid foundation for the promotion of its pure electric vehicles [6][8]. Intelligent Features - The i8 showcases advanced intelligent driving capabilities, with different configurations offering either the AD Pro system with 128 TOPS or the AD Max system with 700 TOPS powered by NVIDIA Thor-U chips. It also integrates the self-developed VLA (Vision Language Action) architecture for enhanced driving assistance [9][10]. Competitive Landscape - The entry of the i8 is expected to disrupt the mid-to-large pure electric SUV market, directly competing with models such as Tesla Model Y, NIO ES8, and others. The i8's competitive pricing and features may attract family users, positioning it as a potential bestseller in the pure electric segment [10][11].

Investment Rating - The industry investment rating is "Recommended," indicating an expected increase in the industry index exceeding the benchmark index by more than 5% in the next 3-6 months [9][55]. Core Insights - The report highlights a significant shift in the automotive sales structure, with the proportion of vehicles priced above 200,000 yuan declining to 21% in the first five months of 2025, down 2.5 percentage points year-on-year [9][10]. - The report suggests that while competition has driven down vehicle prices, consumer preferences are shifting towards larger vehicles, indicating a trend of "cars becoming larger but cheaper" [10][9]. - The report anticipates a strong market performance in the second half of the year, despite the traditional off-season in July and August, due to factors such as reduced price war risks and inventory adjustments [10][9]. Summary by Sections Sales by Price Range - The report provides detailed analysis of sales trends across various price ranges, indicating that: - The 0-10 million yuan segment saw a slight increase in market share to 32.7%, up 0.7 percentage points year-on-year [10]. - The 10-15 million yuan segment increased to 33.8%, up 4.4 percentage points year-on-year, driven by models like Qin L and Galaxy E5 [10]. - The 15-20 million yuan segment decreased to 12.2%, down 2.6 percentage points year-on-year, influenced by price adjustments of models like Sea Leopard and Accord [10]. - The 20-25 million yuan segment increased to 9.1%, up 0.4 percentage points year-on-year, supported by consumption upgrades and electric vehicle growth [10]. - The 30-40 million yuan segment saw a decline to 6%, down 2.2 percentage points year-on-year [10]. Sales by Vehicle Class - The report categorizes vehicle sales by class, revealing: - In the 0-20 million yuan category, A-class vehicles' market share decreased to 38%, while B-class vehicles increased to 37% [10]. - In the 20 million yuan and above category, C-class vehicles gained market share to 48.9%, while A and B-class vehicles saw declines [10]. - The overall market dynamics indicate a shift towards larger vehicle classes, with a notable increase in the C-class segment [10]. Investment Recommendations - The report recommends focusing on companies like Jianghuai Automobile, which are expected to perform well in terms of volume and profitability [9]. - It suggests monitoring new models from companies like Li Auto and Xiaomi, as well as traditional automakers like SAIC and Great Wall, which are anticipated to reach profitability this year [9].

Group 1 - The core viewpoint of the article highlights the increasing segmentation of the new energy vehicle market, particularly the rise of six-seat SUVs priced above 200,000 yuan, catering to mid-range consumers [1][3] - Several car manufacturers are accelerating their entry into the six-seat SUV market, with models like Changan Deep Blue S09 and Geely Galaxy M9 leading the charge in the 200,000 to 250,000 yuan segment [3][4] - The article identifies four representative models in the 200,000+ yuan six-seat SUV category, predicting monthly sales of around 5,000 units for these vehicles, which have wheelbases exceeding 3 meters [3][4] Group 2 - The comfort of the third-row seating is a critical factor for consumers choosing six-seat SUVs, making it a key competitive advantage for models in this segment [5][6] - The article discusses the spatial experience of the third-row seats, noting that the Deep Blue S09 offers a legroom of 870mm, which is suitable for adult passengers [6][7] - A wheelbase of 3,100mm is deemed necessary for ensuring a comfortable seating experience across all three rows in large six-seat SUVs [7] Group 3 - The article compares six-seat SUVs with MPVs, noting that MPVs generally provide more spacious third-row seating due to their design, making them a viable option for multi-child families [11][14] - Despite the advantages of MPVs, the high ground clearance of six-seat SUVs appeals to consumers interested in off-road capabilities and self-driving experiences [14] - Sales data indicates that while MPV sales have been fluctuating without significant growth, the sales of large six-seat SUVs are steadily increasing, reflecting a shift in consumer interest [14] Group 4 - The long-term market outlook for large six-seat SUVs appears less optimistic due to declining birth rates and the diminishing number of multi-child families, which are the primary target market for these vehicles [18][20] - The article notes that the peak period for purchasing large six-seat SUVs aligns with the age when the second child starts school, suggesting a lag in demand due to recent declines in birth rates [20]