曾依赖为蔚来代工带来稳定收入的江淮汽车，为摆脱发展困境，已下定决心在高端纯电市场背水一战。 12月10日晚，安徽江淮汽车集团股份有限公司（以下简称"江淮汽车"）发布公告称，其35亿元定增申请 已获上海证券交易所审核通过，募集资金扣除发行费用后将全部用于高端智能电动平台开发项目。实际 上，长期"商强乘弱"的江淮汽车，新能源乘用车业务承压，今年前三季度销量下滑25.64%，代工模式也 长期掣肘于自主研发。 在此背景下，此次定增将成为其突破技术瓶颈的背水一战。业内人士指出，江淮汽车在智能网联车时代 缺乏技术护城河。此次的高端纯电平台承载了其未来发展的最后希望，要逐步减少对代工模式的路径依 赖，加强自主核心技术研发，避免长期受制于外部伙伴。 瞄向高端补短板 江淮汽车发布的公告显示，本次向特定对象发行股票的募集资金总额不超过35亿元。通过该项目的实 施，公司将以电动汽车技术为基础，融合华为等高科技企业智能化、网联化汽车解决方案，旨在开发全 新一代高端智能电动平台。 亏损态势加剧 销量下滑的背后，是江淮汽车经营业绩的持续承压。财报数据显示，2017—2023年，江淮汽车已连续七 年累计亏损超110亿元，2024年创下上市 ...

Core Viewpoint - The 2025 New Energy Vehicle (NEV) initiative aims to enhance rural transportation by promoting the adoption of NEVs, focusing on a green, low-carbon, intelligent, and safe travel system for rural residents [1][3]. Group 1: Initiative Overview - The initiative will feature 124 selected NEV models that meet rural needs, with activities including exhibitions and test drives [1][2]. - The program encourages collaboration among NEV manufacturers, service providers, and financial institutions to create integrated promotional schemes [1][2]. Group 2: Technological and Service Innovations - The initiative introduces an "online + offline dual-track" model to improve service accessibility in rural areas, utilizing cloud sales and live streaming for customer engagement [2]. - V2G technology will be implemented, allowing electric vehicles to interact with the grid, thus enhancing energy management and supporting renewable energy integration [2][3]. Group 3: Market Dynamics and Trends - The number of participating vehicle models has increased from 16 in 2020 to 124 in 2025, with a notable shift towards mid-to-high-end models [3]. - Despite a national NEV penetration rate of nearly 40%, rural areas lag behind with less than 20%, indicating significant growth potential in these markets [3]. Group 4: Economic and Ecological Impact - The initiative combines government subsidies and corporate discounts to lower the effective price of entry-level models to around 30,000 yuan, addressing agricultural transport needs [4]. - The program promotes the development of rural-specific vehicle models and integrates distributed energy resources into smart rural grids, contributing to carbon neutrality goals [4].