11月26日，深蓝汽车正式挂牌启动融资，引发行业高度关注。在资本市场趋于理性、新能源行业竞争日 趋白热化的背景下，深蓝汽车为何能获得资本青睐？其融资动作背后，折射出怎样的企业实力与发展逻 辑？ | 网站首页 | 项目中心 | 通知公告 | 特色栏目 | 政策规则 | 办事指南 | 信息公开 | 联系我们 | | --- | --- | --- | --- | --- | --- | --- | --- | | 您的当前位置:首页>项目中心>企业增资>正式披露 | | | | | | | | | | 深蓝汽车科技有限公司增资项目 | | | | | | | | | | | | 2 微信 合打印 应餐制网址 | | | | | 项目名称 | | 深温汽车科技有限公司增速项目 | | | | | | | 项目编号 | | G62025CQ1000009 | | | | | | | 挂牌起始日期 | | 2025-11-26 | | 挂牌期调日期 | 2025-12-23 | | | | 拟募集资金总额 | | 择优确定 | | 拟募集资金对应搏股比例 | 择优确定 | | | | 联系人 | | 李经理/023-6 ...

Core Insights - The automotive industry has not shown significant enthusiasm for the "Double Eleven" shopping festival, contrasting with other sectors like beauty and fashion that have seen explosive sales [1][3] - Many car manufacturers did not launch special promotions for "Double Eleven," treating it as an ordinary time rather than a major sales event [1][3] - The marketing strategies of car companies have shifted towards regular monthly or quarterly promotional offers rather than relying on specific shopping festivals [6][7] Group 1: Industry Response to "Double Eleven" - Car manufacturers, including traditional and new energy vehicle brands, have not actively promoted "Double Eleven" through special offers or marketing campaigns [3][6] - Sales personnel from various brands confirmed that there were no additional discounts or promotions specifically for "Double Eleven," with offers remaining consistent with regular monthly incentives [1][3][6] - Some brands, like Extreme Fox and Deep Blue, did announce limited-time offers, but these were often minor products or had conditions that extended beyond the festival itself [4][5] Group 2: Consumer Behavior and Market Dynamics - The long decision-making cycle for car purchases means consumers are less likely to be swayed by short-term discounts, reducing the effectiveness of promotional events like "Double Eleven" [6][7] - The competitive nature of the automotive market has led to a normalization of discounts, making consumers less responsive to special promotions during events [6][7] - Recent data indicates that the penetration rate of new energy vehicles in the market has reached 57.2%, suggesting a shift in consumer focus towards technology and product value rather than just price [11][12] Group 3: Marketing Strategies - Car companies are increasingly focusing on enhancing product value through technological advancements, such as smart driving systems and improved battery life, rather than relying solely on price reductions [11][12] - The marketing approach has evolved to include building brand identity and consumer loyalty through quality service and expanded consumer engagement [12] - Regular promotional strategies, such as monthly purchase rights and incentives, have become the norm, with companies like Xiaomi maintaining consistent offers across multiple months [7][9]

Core Viewpoint - Deep Blue Automotive is launching the L06, a key model aimed at the sedan market, following the success of its SUV model S05, with a starting pre-sale price of 139,900 yuan [2][4]. Group 1: Product Overview - The L06 is a mid-size electric sedan, positioned below the L07, and shares some design similarities with the SL03, although the company has not clarified the relationship between the two models [3]. - The SL03 was previously a sales leader for Deep Blue, achieving over 10,000 monthly sales at launch, but its importance has diminished as the focus has shifted to SUVs [3][4]. - Deep Blue currently has three SUVs on sale: S05, S07, and S09, with the S05 being the primary model driving sales [3]. Group 2: Sales Performance - In October 2025, Deep Blue's total sales reached 36,792 units, with the S05 alone surpassing 20,000 units [4]. - The company has seen a 57.1% year-on-year increase in cumulative sales from January to October this year, exceeding 260,000 units [5]. Group 3: Technical Features - The L06 boasts a maximum range of 670 km, with a rapid charging capability that allows 30% battery to reach 80% in just 15 minutes, and includes a 6 kW external discharge function [4]. - It features a magnetic suspension system, claimed to be comparable to that of a 3 million yuan Ferrari, enhancing vehicle stability and control [4]. - The L06 is equipped with the DEEPAL AD Max intelligent driving assistance system, utilizing laser radar and advanced algorithms to improve navigation and driving experience [4]. Group 4: Technological Innovations - The L06 is the first vehicle to feature the Dimensity S1 Ultra 3nm automotive-grade cockpit chip, achieving the highest AnTuTu score in the industry, surpassing the second place by 33% [5]. - The emphasis on technology, including the magnetic suspension and advanced cockpit chip, positions the L06 as a differentiated product in the 150,000 yuan electric sedan market [5]. Group 5: Future Goals - Deep Blue aims to achieve a sales target of 2 million units by 2030, focusing on both domestic and international markets [5]. - The company recognizes the need to develop "blockbuster" products in both the SUV and sedan segments to meet its long-term objectives [5].

Group 1 - The former CEO of Deep Blue Automotive, Deng Chenghao, will now serve as the chairman, while Jiang Hairong, the former CMO of Honor in China, will take over as CEO [1] - Jiang Hairong has extensive experience in market branding and ICT product development, which is crucial for Deep Blue Automotive as it aims to increase its sales [1] - Deep Blue Automotive's delivery volumes for July and August were 27,200 and 28,200 units, representing year-on-year growth of 62% and 40% respectively, with a sales target of 180,000 to 200,000 units for the second half of the year [1] Group 2 - Deep Blue Automotive is expected to achieve breakeven when monthly sales reach 30,000 units, a target anticipated to be met this year [3] - The company has signed a comprehensive deepening business cooperation agreement with Huawei to enhance collaboration in the smart connected vehicle sector [3] - Deep Blue Automotive is undergoing significant personnel adjustments, coinciding with broader changes within Changan Automobile, affecting multiple core brands [3] Group 3 - The second-generation products of Deep Blue Automotive are currently under development, with plans to launch in 2026 and a goal to introduce 30 models by 2030 [4] - Changan Automobile aims to achieve annual sales of 5 million units by 2030, with Deep Blue Automotive responsible for 2 million units of that target [4]

Group 1 - The core viewpoint of the news is the leadership change at Deep Blue Automotive, with Jiang Hairong appointed as CEO and Deng Chenghao becoming the chairman, indicating a strategic shift in management to enhance market performance [1][4] - Jiang Hairong has extensive experience in marketing and product management, particularly in the ICT sector, which is crucial for Deep Blue Automotive as it aims to increase its sales during a growth phase [1] - Deep Blue Automotive's delivery volumes for July and August were reported at 27,200 and 28,200 units respectively, showing year-on-year growth of 62% and 40%, with a sales target of 180,000 to 200,000 units for the second half of the year [1] Group 2 - Long-term plans for Deep Blue Automotive include the development of its second-generation products, with a target to launch 30 models by 2030 [4] - The company is part of a broader personnel restructuring within Changan Automobile, which is also affecting other key brands like Avita and Changan Ford [4] - Changan Automobile's strategy aims for an annual sales target of 5 million units by 2030, with Deep Blue Automotive expected to contribute 2 million units to this goal [4]

Group 1 - The core viewpoint of the news is the significant leadership changes at Deep Blue Automotive, with Deng Chenghao appointed as Chairman and Jiang Hairong as CEO, indicating a strategic shift towards enhancing talent and innovation in the new energy vehicle sector [1][3][5] - Deng Chenghao has played a crucial role in Deep Blue Automotive's development since its establishment in 2022, leading the team to achieve notable progress in electrification and intelligence, resulting in a product matrix that includes models like Deep Blue S07 and L07 [3][5] - As of the first half of this year, Deep Blue Automotive has surpassed cumulative sales of 500,000 vehicles, maintaining its position as the "central enterprise new energy sales champion" [3] Group 2 - Jiang Hairong's appointment as CEO is notable as he comes from the technology sector, specifically from Honor, and brings extensive experience in product development and marketing, which is expected to benefit Deep Blue Automotive significantly [5][7] - The leadership transition reflects a broader trend of integrating technology and automotive sectors, with Deep Blue Automotive entering a new phase of deep integration between "new energy" and "technology" [7] - Deep Blue Automotive aims to achieve a sales target of 2 million vehicles by 2030, with 35% of sales expected to come from overseas markets, alongside plans to launch 30 new products by that year [7]

Core Viewpoint - The 2026 Deep Blue L07 has been officially launched, featuring both range-extended and pure electric powertrains, with a total of six models available at different price points [1][3]. Company Overview - Deep Blue Automotive's CEO, Deng Chenghao, highlighted that the 2026 Deep Blue L07 is the only sedan in the 150,000 RMB price range that comes standard with "Huawei Qian Kun Intelligent Driving" [3]. - The company has made over 80 core upgrades to the new model, achieving a complete renewal of key components related to electric power and intelligence [5]. Market Trends - The market share of range-extended vehicles in China has been declining despite a previous increase, with retail sales for the first seven months of the year reaching 646,000 units, a year-on-year growth of 12.1%, which is significantly lower than the growth rates for pure electric (35.2%) and plug-in hybrid (25.2%) vehicles [3][5]. - In July, retail sales of range-extended vehicles fell to 102,000 units, a year-on-year decrease of 11.4%, while pure electric and plug-in hybrids saw growth rates of 24.5% and -0.1%, respectively [3]. Product Features - The pure electric version of the Deep Blue L07 utilizes a new generation of super electric drive, boasting the highest power density in its class at 2.67 kW/kg and a peak torque density of 50.85 Nm/kg [6]. - The range-extended version features an upgraded Deep Blue Super Range Extender 2.0, with a maximum output power of 200 kW and a peak wheel torque of 3814 N·m [8]. - The new model is equipped with the Huawei Qian Kun ADS SE version, which includes advanced features such as all-around collision avoidance and intelligent parking assistance [10]. Technological Advancements - The new vehicle incorporates a 15.6-inch ultra-high-definition screen and a rear touch control screen, supported by the Qualcomm Snapdragon 8295P chip and the new Deep Blue Deepal OS 4 vehicle system [12]. - The model also features a variable adaptive suspension system, which adjusts damping based on different road conditions and driving states, enhancing driving performance [13].

Core Viewpoint - The article provides an overview of new vehicle launches scheduled for August 2025, highlighting various manufacturers, models, specifications, and market segments. Group 1: Vehicle Launches - Geely Auto will launch the Galaxy A7 on August 8, 2025, targeting the B NB segment with a price range of 89,800 to 125,800 CNY [2][7]. - Chery Auto's Exeed Moon will be released on August 9, 2025, in the C SUV segment, priced between 189,900 and 209,900 CNY [2][13]. - Tesla China is set to introduce the Model 3 on August 12, 2025, in the B NB segment, with prices ranging from 269,500 to 339,500 CNY [2][21]. - FAW Car will launch the Hongqi HS5 on August 12, 2025, in the B SUV segment, with a price range of 186,800 to 223,800 CNY [2][27]. - Changan Auto's Deep Blue L07 will be available on August 13, 2025, in the B NB segment, priced between 145,900 and 165,900 CNY [2][36]. - SAIC-GM-Wuling will release the Baojun Yunhai on August 13, 2025, in the A SUV segment, with prices from 112,900 to 132,900 CNY [2][43]. - FAW Car will also launch the Hongqi H5 on August 14, 2025, in the B NB segment, with a price range of 172,800 to 192,800 CNY [2][50]. - SAIC-GM-Wuling's Wuling Xingguang S will be available on August 15, 2025, in the A SUV segment, priced between 99,800 and 129,800 CNY [2][57]. - Audi's Q2L will launch on August 15, 2025, in the AO SUV segment, with prices ranging from 171,800 to 185,800 CNY [2][65]. - Dongfeng Nissan will introduce the Nissan Sylphy on August 15, 2025, in the A NB segment, priced between 113,900 and 133,900 CNY [2][71]. Group 2: Specifications Overview - The Geely Galaxy A7 features a 1.5L plug-in hybrid engine with a maximum power of 82 kW and a torque of 175 Nm, offering an electric range of 70 km [6][7]. - The Chery Exeed Moon is equipped with a 2.0T engine, delivering 192 kW of power and 400 Nm of torque [12][13]. - Tesla's Model 3 has a battery capacity of 78.4 kWh, providing a range of 647 to 830 km [20][21]. - The Hongqi HS5 features a 2.0T engine with a power output of 185 kW and a torque of 380 Nm [26][27]. - Changan's Deep Blue L07 offers both range-extended and pure electric options, with the latter providing a range of 550 to 660 km [33][36]. - The Baojun Yunhai is available in pure electric variants with a range of 500 to 600 km [41][43]. - The Hongqi H5 offers two engine options: a 1.5T and a 2.0T, with power outputs of 124 kW and 165 kW, respectively [48][50]. - The Wuling Xingguang S features a 1.5L plug-in hybrid engine and a pure electric variant with a range of 510 km [54][57]. - Audi's Q2L is powered by a 1.5T engine, producing 118 kW and 250 Nm of torque [62][65]. - The Nissan Sylphy is equipped with a 1.6L engine, delivering 99 kW and 159 Nm of torque [70][71].

Core Insights - The 2026 Deep Blue L07 has been officially launched with a price range of 135,900 to 155,900 yuan, featuring Huawei's QianKun Intelligent Driving ADS SE as a standard across all models [2][3] - Sales of the previous model faced challenges, with monthly sales fluctuating between 2,000 and 3,000 units, and a notable decline in June and July 2025, where July sales dropped to 2,602 units [2] - The new model aims to address previous shortcomings in range and vehicle systems, responding to competition from brands like BYD and Geely [2][4] Product Upgrades - The new Deep Blue L07 replaces the Deepal AD PRO with Huawei's QianKun Intelligent Driving ADS SE, which offers enhanced features such as 20-direction omnidirectional collision avoidance and covers 99.2% of national roads for highway navigation [3] - The vehicle's hardware has been upgraded from Qualcomm Snapdragon 8155 to 8295, and it now runs on the new Deepal OS 4, featuring a flexible desktop and split-screen operation [3] - The powertrain has been enhanced with the Deep Blue Super Range Extender 2.0 technology, achieving a maximum efficiency of 92.3% and a pure electric range of 240 km, leading to a total range of 1,500 km for the range-extended version [3] Market Positioning - The 100,000 to 150,000 yuan price segment accounts for 33% of the automotive market, making it a critical battleground for mainstream automakers [4] - The 2026 Deep Blue L07 aims to solidify its position in the competitive 150,000 yuan electric vehicle market, particularly against the rapid expansion of brands like BYD and Geely [4]

Regulatory Developments - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have drafted a notice to clarify that driving assistance systems cannot be marketed as autonomous driving features, aiming to prevent misleading consumers [1] - Companies are required to strictly manage OTA upgrades and are prohibited from pushing unverified software or concealing defects through OTA [1] Automotive Market Performance - From August 1 to 10, the retail sales of passenger cars in China reached 452,000 units, a 6% increase compared to the previous month, but a 4% decrease year-on-year [1] - Cumulative retail sales for the year reached 13.198 million units, reflecting a 10% year-on-year growth [1] - Wholesale sales during the same period totaled 403,000 units, marking a 16% year-on-year increase but a 3% decrease from the previous month [1] Company Announcements - NIO's chairman Li Bin announced that the G318 Sichuan-Tibet battery swap route will be fully operational soon, with a personal inspection planned for August 15 [1] - GAC Group approved a capital increase of 600 million yuan for GAC Aion to acquire a 71.43% stake in Huawang Automotive [3] - GAC Group launched a city recruitment plan for Huawang Automotive, focusing on 40 cities including Beijing and Shanghai, adhering to a "few dealers, many stores" principle [4] Sales Performance - Dongfeng Nissan reported a 19.4% year-on-year increase in July sales, totaling 52,655 units, with the Nissan brand alone achieving a 27.5% increase [5] - The new Deep Blue L07 model was launched, featuring Huawei's advanced driving technology, with prices ranging from 145,900 to 165,900 yuan [7] International Market Trends - In Vietnam, hybrid vehicle sales surged by 72% year-on-year in July, reaching 7,112 units, marking the highest growth rate among vehicle types [10] Tesla Developments - Tesla's Robotaxi service in Austin is set to open to the public in September, following a limited rollout in June [8] - Following the halt of the Dojo AI project, Tesla has restructured its engineering team, redistributing personnel to various departments focused on software and hardware development [8]