Core Viewpoint - The article highlights the recent launches of electric vehicles by Leapmotor and Geely, along with Tesla's disappointing Q2 financial results, indicating a competitive landscape in the electric vehicle market. Group 1: Leapmotor B01 Launch - Leapmotor B01 was launched on July 24, with a price range of 89,800 to 119,800 yuan [4] - The vehicle dimensions are 4770mm in length, 1880mm in width, and 1490mm in height, with a wheelbase of 2735mm [3] - The B01 features a family design language, offers 8 color options, and includes a closed front design with optional laser radar on the roof [3] - Interior design is minimalist, featuring an 8.8-inch full LCD instrument panel and a 14.6-inch 2.5K central control screen [3] - The B01 is equipped with advanced features such as heated and ventilated seats, a heated steering wheel, a 12-speaker audio system, and a 360° panoramic camera [3] - The vehicle is powered by battery packs of 43.9/56.2/67.1 kWh, with CLTC ranges of 430/550/650 km, and acceleration times of 9.4 to 6.4 seconds [7] - The pricing strategy of the B01 aims to enhance its competitiveness in the 100,000 yuan market segment, potentially boosting monthly sales beyond 50,000 units [9] Group 2: Geely Galaxy E5 Launch - The new Geely Galaxy E5 was also launched on July 24, with a price range of 109,800 to 145,800 yuan [10] - The vehicle dimensions are 4615mm in length, 1901mm in width, and 1670mm in height, with a wheelbase of 2750mm [18] - The E5 features an upgraded battery pack, increasing its CLTC range from 440/530 km to 530/610 km without a price increase, showcasing a "more for the same" strategy [20] - The interior has been upgraded with new features in the Flyme Auto system, including navigation green wave and customizable steering wheel buttons [21] Group 3: Tesla Q2 Financial Results - Tesla reported Q2 sales of 384,100 vehicles, a year-on-year decline of 14% [22] - Automotive revenue was $16.6 billion, down 16.6% year-on-year, with a net profit of $1.393 billion, a 23% decrease [22] - The gross margin fell from 18% to 17.2%, and free cash flow was only $100 million [22] - CEO Elon Musk described the current period as an "unusual transition," citing challenges from market subsidies and competition [22] - Despite the poor performance, Musk remains optimistic about future growth opportunities, including Robotaxi services and new vehicle models [22]

Group 1 - Tesla reported a global delivery volume of 384,122 vehicles in Q2, showing a quarter-on-quarter increase of 14.1%, but a year-on-year decline of 13.5%, marking two consecutive quarters of year-on-year decline in delivery volume [1][4] - The decline in Tesla's sales is attributed to increasing competition in the market and a backlash against Elon Musk's views, which has negatively impacted the brand's perception [3] - Tesla's potential recovery may depend on the upcoming launch of the more cost-effective Model Q [3] Group 2 - BYD launched the Seal 06 DM-i Touring version, priced between 109,800 to 129,800 yuan, offering various purchase incentives including 0 down payment and free charging services [5][12] - The Seal 06 DM-i Touring version features a spacious trunk with a capacity ranging from 670L to 1535L and is designed to appeal to young consumers who enjoy camping and travel [12] - The vehicle is equipped with advanced features such as a 12.8-inch central control screen, wireless phone charging, and a comprehensive driver assistance system [9][11] Group 3 - NIO announced that its 2025 NIO Day will be held in the autumn, with the specific date to be announced later [13][14] - The decision to move NIO Day to autumn allows for greater flexibility in choosing the hosting city and accelerates the launch of core products, reflecting the intense competition in the automotive market [15]

本周行情： 本周（1216-1220）CS汽车下跌0.94%，CS乘用车下跌0.58%，CS商用车下跌1.46%，CS汽车零部件下跌 0.94%，CS汽车销售与服务下跌3.15%，CS摩托车及其他下跌2.22%，电动车下跌2.03%，智能车下跌0.45%，同期的沪 深300指数下跌0.14%，上证综合指数下跌0.7%。CS汽车弱于沪深300指数0.8pct，弱于上证综合指数0.24pct，年初至今 上涨19.15%。 成 本 跟 踪 和 库 存 ： 截 至 2024 年 12 月 10 日 ， 浮 法 平 板 玻 璃 、 铝 锭 类 、 锌 锭 类 价 格 分 别 同 比 去 年 同 期-28.7%/+9.7%/+24.9%，分别环比上月同期+1.2%/-3.7%/+2.2%。11月中国汽车经销商库存预警指数为51.8%，同 比-8.6pct，环比+1.3pct。库存预警指数接近荣枯线，汽车流通行业景气度持续改善。 市场关注： 1）智驾进展：小马智行与埃安达成战略合作，拟推千台以上Robotaxi；2）车型相关：小鹏MONA第四次 OTA已全量推送，P7+上市四周累计交付破万；小米YU7预计明年六七月上市；蔚 ...

时隔 14 年，中国货币政策基调转向 "适度宽松"。 据央视新闻客户端，中共中央政治局星期一（12 月 9 日）召开会议，分析研究 2025 年经济工作。 在备受关注的货币和财政政策领域，本次会议的提法是 "实施更加积极的财政政策和适度宽松的货 币政策"。据机构统计，这是 2010 年以来中央就货币政策再用 "适度宽松" 的提法，也是 2001 年以 来第三次这么提。前两次分别是 2009 年和 2010 年。2008 年是 "从紧"，其余年份主基调均为 "稳 健"。 今年前 11 个月，国内燃油车销量同比下滑 15%。 乘联分会数据显示，今年 1-11 月，中国市场共销售燃油车 1066.3 万辆，同比下滑 15.1%。同期乘 用车市场总销量微增 0.4%、至 2043.5 万辆。燃油车的市场份额下降，主要是因为越来越多的消费 者选择购买电动车。今年前 11 个月，电动车累计销售 959.4 万辆，同比增长 41.2%。11 月，国内 新能源车零售渗透率升至 52.3%，创历史新高。报废更新、置换更新等政策共同拉动了近期电动车 销量增长。 特斯拉计划明年发布 Model Q，补贴后售价低于 3 万美元。 据 ...