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宗馥莉十一前已辞职:因商标使用“不合规”,决定经营自己的品牌“娃小宗”;张一鸣近年首次公开亮相;贾国龙回应西贝更换门头丨邦早报
创业邦· 2025-10-11 00:08
完整早报音频,请点击标题下方小耳机收听 【知情人士:宗馥莉已辞去娃哈 哈集团董事长、法人代表等 职务】 宗馥莉在"十一"假期前已经辞任娃哈哈集团董事长兼总经理职位,此事已经通过股东 会和董事会。致电一名接近娃哈哈集团大股东——杭州市上城区文商旅集团的人士,对方表示目前不方便透露,后续可以关注集团公告。娃哈哈方面证 实,宗馥莉已于 9 月 12 日向娃哈哈集团有限公司辞去公司法人代表、董事及董事长等相关职务并已通过集团股东会和董事会的相关程序。一名消息人士 表示,宗馥莉此次辞职,是因为商标使用"不合规",宗馥莉决定经营自己的品牌"娃小宗"。(财新) 【被传接受调查的娃哈哈核心成员严学峰已正常上班】 10 月 10 日,自两处信源独家获悉,娃哈哈集团的核心成员严学峰,已于 10 月 5 日被解除立案 审查,目前已经回到宏胜集团正常上班。就此记者向娃哈哈官方求证,暂未得到回应。 10 月 2 日,财新网报道称,严学峰因涉嫌违纪,被杭州市上城区 纪律检查委员会立案审查,立案通知书已经发送给娃哈哈集团党委。值得一提的是,严学峰名下关联近百家娃哈哈企业,包括高碑店娃哈哈启力饮料有限 公司、杭州娃哈哈宏振投资有限公司等。合 ...
DeepSeek、宇树入选《时代》年度300大发明;马斯克:解决AI用电需求的关键是储能电池丨AIGC日报
创业邦· 2025-10-11 00:08
1.【《时代》公布年度300大发明榜单:DeepSeek、宇树入选年度300大发明】北京时间10月10 日,美国《时代》杂志公布了2025年度最佳发明榜单,共有300款产品上榜,其中包括宇树科技、 DeepSeek、华为、比亚迪、苹果公司的产品。在机器人领域,宇树科技的Unitree R1人形双足机器 人入选。《时代》称,从无人机到自动驾驶汽车,如今的大多数机器人并不是科幻作品中设想的人形 机器人,一个例外则是来自宇树科技的R1。该人形机器人共有26个关节(人类有300个),使其能够完 成复杂动作,如拳击、跑步,甚至翻跟头,令观众惊叹不已。DeepSeek的R1推理大模型则入选了AI 发明榜单。《时代》称,今年年初,DeepSeek-R1先进推理模型横空出世,堪称在AI领域打响了"响 彻世界的第一枪"。在消费电子领域,苹果和华为一同上榜。苹果的入围产品是AirPods Pro 3,华为 则是Pura 80 Ultra。比亚迪海鸥则入围了交通运输领域的发明榜单。(杭州日报) 2.【Meta正在为其Reels应用增加基于人工智能的翻译功能】10月10日消息,Meta正在为其Reels 应用增加基于人工智能的翻译功 ...
政策消费双驱动 石家庄“十一”车市热度与理性并存
Sou Hu Cai Jing· 2025-10-10 13:29
10月7日下午4时,石家庄裕华汽车园人头攒动。长城汽车的购车顾问杨先生告诉记者,假期以来,到店 客流量翻番,工作人员每天几乎晚上8点才能下班。 河北经济日报记者 郑建卫 国庆中秋长假,石家庄汽车销售市场迎来消费热潮。在国家补贴政策及各类车展促销活动的多重推动 下,车市人气与成交量双双走高。记者走访发现,与以往不同的是,今年"十一"车市呈现出热度与理性 并存的特征,一方面在政策驱动下市场活跃度显著提升,另一方面消费者购车决策更趋理性。 政策礼包叠加车展盛宴 消费引擎全面启动 今年"十一"车市的火爆,始于政策红利的提前释放。在原有汽车以旧换新补贴政策的基础上,9月24 日,河北13市和雄安新区发布"关于组织开展'金九银十迎国庆,汽车置换促消费'活动的公告",该公告 显示,9月26日至10月5日期间,每日10时在"懂车帝"App平台集中发放一批汽车置换更新资格券(有效 期截至10月31日),补贴资格券数量有限,发完即止。这一公告有效激发了市民购车的热情。 多个品牌推出了假期购车限时优惠。 河北经济日报记者 郑建卫 摄 10月1日至8日,石家庄裕华汽车园区举办了特色汽车展览会,50余家汽车品牌参加展会,并提供一站式 ...
里程碑时刻!比亚迪第1400万辆新能源汽车下线,王传福将新车赠予巴西总统【附比亚迪企业分析】
Qian Zhan Wang· 2025-10-10 08:40
(图片来源:摄图网) 2025年10月9日,比亚迪第1400万辆新能源汽车在巴西巴伊亚州卡马萨里乘用车工厂正式下线,下线车型为 宋Pro。这一历史性时刻,由比亚迪董事长兼总裁王传福与巴西总统卢拉共同见证。王传福亲自将新车赠予 卢拉总统,此举也标志着比亚迪海外业务深度渗透。 该工厂的建设堪称奇迹。自2024年3月动工,到2025年7月首车下线,仅用时15个月。年规划产能达15万辆, 是比亚迪海外最大的乘用车生产基地之一,"中国速度"在地球另一端再次上演。 如果把时间轴拉长,更能体会比亚迪的"加速度"。2024年11月18日,比亚迪第1000万辆新能源汽车下线。从 第1辆新能源车到第100万辆,比亚迪用了13年,而从第900万辆到第1000万辆,仅用时54天。 据汽车行业协会综合数据显示,今年前三季度,国内汽车行业整体延续稳中向好的发展态势,新能源汽车渗 透率始终保持高位运行。与此同时,头部车企在累计销量及全年目标完成率上的分化态势逐渐显现。比亚 迪、上汽、吉利等企业以超70%的完成率位居前列。其中,比亚迪表现尤为突出,1-9月,比亚迪以326万辆 的累计销量稳居榜首,已完成其全年460万辆最新销量目标的71%。 ...
《时代》公布年度300大发明榜单:DeepSeek宇树入选年度300大发明
Xin Lang Cai Jing· 2025-10-10 00:50
北京时间10月10日,美国《时代》杂志公布了2025年度最佳发明榜单,共有300款产品上榜,其中包括 宇树科技、DeepSeek、华为、比亚迪、苹果公司的产品。在机器人领域,宇树科技的Unitree R1人形双 足机器人入选。《时代》称,从无人机到自动驾驶汽车,如今的大多数机器人并不是科幻作品中设想的 人形机器人,一个例外则是来自宇树科技的R1。该人形机器人共有26个关节(人类有300个),使其能够 完成复杂动作,如拳击、跑步,甚至翻跟头,令观众惊叹不已。DeepSeek的R1推理大模型则入选了AI 发明榜单。《时代》称,今年年初,DeepSeek-R1先进推理模型横空出世,堪称在AI领域打响了"响彻 世界的第一枪"。在消费电子领域,苹果和华为一同上榜。苹果的入围产品是AirPods Pro 3,华为则是 Pura 80 Ultra。比亚迪海鸥则入围了交通运输领域的发明榜单。 ...
缤果S正式上市,精品化能否带领五菱再塑销量神话?
Guan Cha Zhe Wang· 2025-09-29 11:27
(文/观察者网 张家栋 编辑/高莘) 与5年前宏光MINI EV用创新式的低价打法改变了A00级市场不同。多年来,众多精品小车的推出,正 在成为A0级纯电市场复兴的重要推手。 除了在该市场中长期位居前列的比亚迪海鸥、海豚系列,吉利星愿、极狐T1、蔚来萤火虫等产品均在 试图从智能电动时代,重新定义A0级车型的价值。 而在今年较晚入局的缤果S,则期望在空间与安全等差异化卖点上,塑造出自身的精品化定义。 9月27日,五菱旗下全新A0级车型——缤果S正式上市,新车置换补贴后售价6.38万—7.68万元。 文中图片均来自上汽通用五菱官网 作为五菱"代步车3.0战略"的核心落子,新车定位于"高质感缤纷座驾",该车型不仅将成为五菱推动小 型电动车向精品化、全球化转型的战略支点,同时也是五菱试图以"入门即高配"打破同级市场"丐版"印 象的一次尝试。 尽管在燃油车降价与混动产品不断下探的冲击下,曾撑起纯电车型销量半边天的A0级轿车,一度在去 年遭遇了增长瓶颈,甚至是严重下滑。空间小、配置低也成为这类过渡车型被边缘化的重要原因。 但今年以来,A0级纯电市场却一反常态,面对国内车市新能源渗透率的与日俱增,这一被忽视的细分 市场正重 ...
长城欧拉再战A级纯电SUV市场 已重启独立渠道招商
Mei Ri Jing Ji Xin Wen· 2025-09-19 12:45
Core Viewpoint - The Ora brand of Great Wall Motors, which has not launched new models in the past three years, is re-entering the A-class pure electric SUV market with the introduction of the "Ora Cat" model, aiming to regain market presence and boost sales [1][2][3]. Group 1: New Model Launch - The "Ora Cat" is a new A-class pure electric SUV with a wheelbase of 2720 mm, featuring a lithium iron phosphate battery from Honeycomb Energy and optional laser radar [1]. - The Ora brand plans to launch two new models globally in the second half of this year, indicating a strategic shift to re-enter the mainstream market [1][3]. - The "Ora Cat" is not the final name for the new SUV, as a naming poll is being conducted, with "ORA 5" currently leading [3]. Group 2: Market Positioning and Competition - The A-class pure electric SUV market is currently dominated by BYD and Geely, with the top three models in sales being BYD Yuan PLUS, Song PLUS New Energy, and Geely Galaxy E5 [2]. - The Ora brand's previous models, including the "Cherry Cat," have not been successful in driving sales, with the "Good Cat" series contributing over half of the brand's sales in the first eight months of this year [2][7]. Group 3: Channel Strategy - The Ora brand is establishing independent channels and expanding its channel recruitment efforts, particularly in southern provinces such as Jiangsu, Guangzhou, and Sichuan [1][5]. - Despite the new channel strategy, the existing sales model that combines Ora and Haval brands remains in place for the time being [4][5]. Group 4: Sales Performance - The Ora brand's sales have shown signs of recovery, with August sales reaching 5,223 units, a year-on-year increase of 1.4% [6][7]. - The brand's focus on enhancing mainstream models and expanding overseas markets is part of a broader strategy to revitalize sales [6].
十年间三度沉浮,小型电动车再次“复活”
Jing Ji Guan Cha Bao· 2025-09-13 09:00
Core Viewpoint - The A0 electric vehicle market in China is experiencing a significant revival, driven by a combination of declining battery costs, enhanced product capabilities, and supportive policies, marking a transformation from low-end alternatives to mainstream choices [1][2][5]. Group 1: Market Dynamics - The A0 electric vehicle segment is seeing an influx of brands such as Extreme Fox, Wuling, MG, and Chery, indicating a comprehensive market recovery by mid-2025 [1][5]. - The revival is characterized by a shift in perception, with A0 electric vehicles now offering features like over 500 km of range and advanced smart configurations, moving away from being seen as merely low-cost transportation [2][9]. Group 2: Historical Context - The A0 electric vehicle market has experienced two previous peaks, first from 2014 to 2017 due to high subsidies, and again from 2020 to 2021 driven by Wuling's electric push [3]. - However, from late 2022 to early 2023, the market faced a downturn, with A0 electric vehicle sales dropping by 58% year-on-year in January and February 2023, while higher segments saw growth [3][4]. Group 3: Cost and Policy Influences - Rising raw material costs, particularly lithium carbonate, which surged from 44,000 yuan/ton to over 460,000 yuan/ton between late 2020 and early 2022, significantly impacted the A0 segment due to its thin profit margins [3][4]. - The reduction of government subsidies by 30% in 2022 further exacerbated the challenges faced by A0 electric vehicle manufacturers [4]. Group 4: Future Trends - The A0 electric vehicle market is projected to improve post-2024, with leading brands like BYD and Geely launching new models [5]. - By mid-2025, A0 vehicles are expected to surpass B-class vehicles as the fastest-growing segment in the new energy market, with a year-on-year sales growth rate of 107.3% [7]. Group 5: Technological Advancements - New A0 electric vehicles are equipped with advanced technologies, such as AI integration and enhanced battery performance, which align with new regulatory requirements [9][10]. - The introduction of policies promoting vehicle upgrades and trade-ins is expected to further stimulate demand in the A0 segment [8]. Group 6: Market Segmentation and Opportunities - The A0 electric vehicle market is anticipated to diversify, with the emergence of various body styles like SUVs and sedans to cater to different consumer preferences [12]. - International markets, particularly in Europe, present significant growth opportunities for A0 electric vehicles, which could capture a larger share of the market as they transition to electric [12].
十年间三度沉浮,小型电动车再次“复活”
经济观察报· 2025-09-13 08:55
Core Viewpoint - The revival of the A0-level electric vehicle market in China is not just a short-term rebound but reflects a significant transformation in the country's new energy vehicle market, driven by factors such as cost reduction, policy support, and enhanced product capabilities [3][5][12]. Group 1: Market Recovery - By mid-2025, brands like Arcfox, Wuling, MG, and Chery are expected to flood the A0-level electric vehicle market, indicating a comprehensive recovery of this segment [3][9]. - The A0-level electric vehicle market is experiencing a resurgence due to declining battery costs, increased policy support, and improved product capabilities, with several brands launching new models in a short period [5][9]. - The market share of A0-level electric vehicles has been increasing, with A0-level cars becoming the fastest-growing segment in the new energy market by mid-2025 [9][15]. Group 2: Historical Context - The A0-level electric vehicle market has experienced two previous "high points," first from 2014 to 2017 and again from 2020 to 2021, but faced a downturn in 2022 due to rising battery material costs and subsidy reductions [7][8]. - The price of battery-grade lithium carbonate surged from 44,000 yuan/ton in Q4 2020 to over 460,000 yuan/ton by February 2022, significantly impacting the profitability of A0-level electric vehicles [7][8]. Group 3: Policy and Economic Factors - The decline in subsidies for new energy vehicles, which dropped by 30% in 2022, further exacerbated the challenges faced by the A0-level electric vehicle market [8][11]. - The introduction of policies promoting vehicle trade-ins and subsidies for purchasing new energy vehicles is expected to stimulate demand in the A0-level segment [11][12]. Group 4: Product Evolution - The new generation of A0-level electric vehicles has shed the "cheap and low-end" label, now offering features previously found only in mainstream and high-end vehicles, thus attracting more consumers [12][13]. - Recent models feature enhanced dimensions, with the new MG4 offering a length of 4395mm and a wheelbase of 2750mm, providing a spacious experience comparable to B-class vehicles [12]. - A0-level electric vehicles are now entering the 500km+ range for battery life, with models like the MG4 and Wuling Bingguo S offering various range options [12][13]. Group 5: Market Dynamics and Future Trends - The A0-level electric vehicle market is witnessing a significant penetration rate of 68.7% in the passenger vehicle market, indicating strong demand [15]. - The market is expected to further diversify, with the introduction of different body styles such as SUVs and sedans to meet varying consumer needs [16]. - The potential for growth in overseas markets, particularly in Europe, where A0-level vehicles hold a substantial market share, presents additional opportunities for expansion [16].
小型电动车“复活记”
Jing Ji Guan Cha Wang· 2025-09-13 08:38
Core Viewpoint - The A0-level small electric vehicle market in China is experiencing a significant revival driven by declining battery costs, increased policy support, and enhanced product capabilities [2][3][8]. Group 1: Market Trends - The A0-level electric vehicle market has seen three notable peaks, with the most recent resurgence beginning in 2023 after a decline in 2022 due to rising costs and reduced subsidies [3][6]. - In the first two months of 2023, A0-level electric vehicle sales dropped by 58% year-on-year, while higher segments saw growth [3][4]. - By mid-2025, major brands like Extreme Fox, Wuling, MG, and Chery are expected to enter the A0-level market, indicating a full recovery of this segment [7]. Group 2: Cost and Policy Factors - The price of lithium carbonate, a key battery material, surged over tenfold from late 2020 to early 2022, significantly impacting the profitability of A0-level electric vehicles [3][5]. - The reduction of subsidies by 30% in 2022 further exacerbated the challenges faced by A0-level electric vehicles, with per-vehicle subsidies decreasing by thousands of yuan [5][9]. - In 2023, lithium carbonate prices began to decline, allowing manufacturers to adopt a "low-cost, no-loss" business model in the A0-level market [8]. Group 3: Product Development - New A0-level electric vehicles are now equipped with advanced features, breaking away from the "cheap transportation" image, with ranges exceeding 500 kilometers and enhanced smart configurations [2][10]. - The latest models, such as the MG4 and Wuling Bingguo S, offer competitive dimensions and battery performance, appealing to a broader consumer base [10][11]. - Recent policy changes have mandated higher technical standards for electric vehicles, pushing manufacturers to improve battery performance and technology [11]. Group 4: Market Dynamics - The A0-level electric vehicle segment is becoming increasingly competitive, with a penetration rate of 68.7% in the passenger vehicle market by 2024, second only to the fully electrified A00 segment [12]. - Leading brands are showing significant sales growth, with BYD's Dolphin and Seagull models leading the market [12][13]. - The market is expected to diversify further, with the introduction of various body styles such as SUVs and sedans to meet different consumer needs [13].