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中信建投:夏季高温带动白电景气向上 扫地机行业竞争迎来边际改善
智通财经网· 2025-07-21 00:10
智通财经APP获悉,中信建投发布研报称,家电行业维持高景气度,看好龙头企业的配置机会。其中, 夏季高温带动空调需求高增长,扫地机行业竞争迎来边际改善,利润率有望迎来拐点,黑电产品结构升 级推动均价提升,并且面板价格开始下行,两轮车受益国补刺激销量高增,中大排摩托车内外销创新 高。各板块龙头均受益于行业高景气度,份额和利润率表现较好,预期Q2和Q3业绩稳健,看好龙头企 业的后续业绩。 中信建投主要观点如下: 白电:1)夏季高温带动行业高增长:根据奥维云网数据,7月前2周线上增速为55%,线下增速为70%, 东北等地此前空调保有量低,今年高温带来较多增量需求,线下增速超300%。从公司层面看,格力 (000651.SZ)、美的(000333.SZ)、海尔线上增速分别为61%、37%、222%,线下增速分别为66%、56%、 99%;海信空调此前面临竞争压力,7月也在高温下迎来线上和线下50%、104%的快速增长。 摩托车:1)6月中大排内外销继续增长:根据摩托车商会数据,6月250CC+销量10.2万辆,同比 +14.3%,其中:内销4.5万辆,同比-15.6%;出口5.7万辆,同比+59.9%,主要系头部品牌在 ...
第800万台智能电动两轮车正式发车 九号公司刷新行业增长想象力
Zheng Quan Zhi Xing· 2025-07-18 05:19
7月18日,在江苏常州奔牛镇,九号公司生产的第800万台智能电动两轮车正式发车,距离700万台发车仅仅2个月的时间,九号增长势能领跑电动车行业,进 一步提升行业发展的想象力。同期,九号公司也正在受邀参展第三届链博会"数字科技链条"展区,向全球展示中国智能制造的技术硬实力。 图:九号公司生产的第800万台智能电动两轮车正式发车 目前,电动两轮车业务已发展成九号公司增长最快的业务之一,凭借智能、高端、年轻和安全的品牌形象,九号公司正受到广大用户的追捧。据鲁大师数据 显示,九号已连续三年智能电动车销量第一。 九号公司电动车事业部总经理张珍源认为:"我们对真智能、真续航、真科技、真安全的坚持,是推动九号不断进化的动力。800万台的达成,不仅是结果, 更是信心和责任的体现。未来我们将一如既往坚持创新,为更多用户提供智能安全可信赖的产品。" 九号公司中国经营事业部总裁何飞龙表示:"800万台是新的起点,我们将继续加强渠道、用户、服务三位一体建设,成为用户心中真正向往的出行品牌。" 作为智能短交通出行领军企业,九号公司在安全出行上,同样非常重视投入,政企协同积极迈向"大安全"生态。在北京、南京、郑州、长沙、杭州、武汉等 全 ...
九号电动两轮车链博会再亮相 智能与安全成核心标签
Huan Qiu Wang· 2025-07-17 13:06
智能化方面,九号的突破同样显著。与物联网头部企业联合开发的小型化ECU(电子控制单元),突破性缩小至掌心大小,以高性价比解决体积与性能的矛 盾,凭借多模交互精准智控,成为电动两轮车"真智能的心脏",重塑安全、便捷、高效的骑行体验。 此外,九号还是率先将液晶彩屏仪表引入行业的企业之一。相较于早期普遍使用的数码管显示屏,其自研彩屏仪表可实现投屏导航、来电显示、天气预报、 NFC等功能,更支持听歌、主题换肤、宠物彩蛋等趣味交互,大幅提升骑行体验。 依托强大的研发创新能力及与供应链的深度协同,九号电动两轮车以智能与安全为锚点,持续领跑行业,赢得用户广泛认可。(心月) 自入局以来,九号电动两轮车持续刷新行业增速纪录:今年一季度中国区销量约100万台,同比增长141%;5月累计出货量达700万台,成为行业最快达成这 一成绩的品牌。而其脱颖而出的关键,正是"智能"与"安全"两大核心优势。 安全领域,电池技术是九号的核心竞争力。作为业内少数深度参与电池全流程开发的企业,九号从需求定义到外观设计、结构仿真、BMS(电池管理系 统)开发及测试验证全程主导,形成多项特色技术。其自主研发的BMS系统可24小时监控电池内部数据,提前预 ...
电动两轮车出海第三世界
高工锂电· 2025-07-17 10:21
全球两轮车潜在用户预计在20-25亿人,占全球总人口的三分之一。 而放眼全球电动化浪潮,两轮车已经成为第三世界的电动化主流。例如南亚、东南亚市场电 动两轮车发展已久、激战正酣。 这一领域的电池龙头企业星恒电源认为,全球两轮车潜在 用户预计在20-25亿人,占全球总人口的三分之一。 第三世界的两轮车电动化正为产业链 企业创造出海新机会。 被称为"非洲手机之王"的传音控股,6月因密集招聘出行事业部国家经理、电摩产品负责人 等岗位引发市场关注。据知情人士透露,其内部孵化的两轮电动车项目已秘密发展近3年, 重点布局非洲及南亚市场。 非洲两轮车电动化机遇浮现 传音布局让非洲的电动两轮车机会被看见。或许在传音眼中,"两轮车之于非洲"类似"手机 之于非洲",都具备 高需求、低渗透的蓝海市场发展起点。 而非洲政体的支持正式为本土 电动化按下启动键。 2024年底,卢旺达政府宣布自2025年起,首都基加利将禁止新增燃油摩托登记,所有新注 册车辆需为电动摩托车。与此同时,该国计划按每50公里一个站点的密度,建设超过200个 充电基础设施,为此专门制定全国性配套规划,并开放财政补贴鼓励私营企业参与整车、动 力系统与充电设备的本地化 ...
九号电动车在链博会上有多火?工作人员接待不过来、观展商排起小长队
Yang Guang Wang· 2025-07-17 10:13
图:九号公司链博会展台、观展商自觉排队跟工作人员交流九号智能电动车 "几乎接待不过来,观展商都自愿排队等待工作人员讲解。"参展第三届"链博会"的九号电动两轮车工作人员这样描述"链博会"现场的首日火热程 度,"观展商对九号电动两轮车的智能和安全技术最为关注,称赞九号是个有责任感的科技品牌。" 据了解,九号公司作为智能短交通领军企业、受邀参展第三届链博会"数字科技链条"展区。现场的九号电动两轮车产品,备受观展商的青睐。观展商对 九号工作人员咨询最多的,就是智能和安全。 在锂电池防水安全上,九号电动车的部分锂电池和碳晶电池,做到了IPX7级防水。这种防水安全级别,在同行业中极为少有,即使将电池放置在1米深 水中浸泡30分钟拿出来,无需擦干就能用。在用户骑行场景中,有IPX7级防水电池配置的车型,下雨天骑过水洼也不用慌。 而电池管理上,九号公司自主研发了锂电池BMS6.0管理系统,就相当于给电池装了一个管家,这套管理系统包含"30多项保护,20多项安全技术,保障 电池安全。而在碳晶铅酸电池上,九号有一套RideyPOWER智能铅酸系统,真正实现了铅酸电池的可视化管理,用户可以通过九号出行APP查看电池实时温 度等状态 ...
越南河内推行“禁摩令” 中国品牌的机会来了
Jin Tou Wang· 2025-07-16 10:57
Group 1 - Vietnam is set to ban fossil fuel motorcycles and scooters in central Hanoi starting July next year to combat worsening air pollution [1] - The directive from the Prime Minister applies to the central area of Hanoi and surrounding main ring roads, with local governments required to phase out two-wheeled vehicles by the deadline [1] - Hanoi has a population of 8 million, with nearly 7 million motorcycles and over 1 million cars, making motorcycles the primary mode of transport [1] Group 2 - The air pollution in Hanoi has become a significant issue, with the city often shrouded in smog and ranking among the most polluted cities globally [1] - The local electric vehicle manufacturer VinFast is leading the transition to electric vehicles, holding nearly 20% of the market share [1] - Concerns exist regarding VinFast's limited presence in the two-wheeler market, as it primarily focuses on electric cars [2] Group 3 - Chinese electric two-wheeler brands like Yadea, Tailg, and Aima have entered the Vietnamese market, with Yadea establishing over 400 stores [2] - Despite the entry of Chinese brands, they face stiff competition from Japanese brands like Honda, which have also entered the electric two-wheeler segment [2] - The transition may impact livelihoods of frontline workers in Vietnam, such as delivery riders and commuters, who may struggle to abandon their current vehicles [2] Group 4 - Some Vietnamese officials believe that while improving air quality is essential, the timing for such a significant change may be premature without better public transport and support [2] - A second phase of the ban is scheduled to start in January 2028, expanding the restrictions to a broader area and including all fuel-powered two-wheelers, along with limitations on certain gasoline-powered cars [2]
国泰海通:国外二轮车市场广阔 龙头雅迪控股、爱玛科技全速发力
Zhi Tong Cai Jing· 2025-07-16 03:31
国泰海通发布研报称,摩托车是印度和东南亚国家重要交通工具,电踏车在欧洲和日本尤为流行。两轮 车作为短距交通工具,以其方便快捷的特点受到客户的青睐。海外电动二轮车市场处于发展初期,各品 牌积极布局,我国两大电动两轮车龙头雅迪控股(01585)、爱玛科技(603529)(603529.SH)全速发力, 海外工厂及渠道稳步铺设。该行认为凭借先发的战略布局、灵活的战术调整速度和高效的供应链效率、 资深的渠道运营经验,国外二轮车市场星辰大海,龙头雅迪&爱玛扬帆正当时。 相对于燃油车而言,电动两轮车碳排放量低、噪音低、能源来源广、利用效率高、购置及维护费用低, 同时,高端电动两轮车具有优良的智能化体验。电动摩托车和燃油摩托车之间的性能鸿沟不断缩小,虽 然极限性能还有差别,但在城市限速道路上行驶,体验已十分接近。电动汽车与电动两轮车核心组件方 面重叠度高,新能源车行业快速发展,产业链将愈发成熟、技术不断迭代升级,动力电池成本将进一步 降低,电动两轮车行业将从中获得裨益。 参考"禁摩令"后中国电动两轮车行业的快速发展,认为东南亚及印度市场有极为广阔的两轮车"油换 电"市场 印度及东南亚市场环境与2000-2010年的中国较为 ...
国泰海通:国外二轮车市场广阔 龙头雅迪控股(01585)、爱玛科技(603529.SH)全速发力
智通财经网· 2025-07-16 03:29
参考"禁摩令"后中国电动两轮车行业的快速发展,认为东南亚及印度市场有极为广阔的两轮车"油换 电"市场 碳中和目标利好摩托车电动化转型,摩托车等燃油车污染排放大,对环境危害较深,且油价相对于电价 来说较为高昂,节能减排大趋势成为电动摩托车替代燃油摩托车的最大利好因素。东南亚为摩托车大 国,摩托车"油改电"东风渐起。越南河内市、胡志明市逐步提出禁摩的方案。泰国自2020年1月1日起开 始根据二氧化碳排放量对摩托车征税。新加坡是东南亚首个明确在2040年彻底淘汰燃油车的国家。越南 承诺2050年实现碳中和,电动车基础设施建设逐渐被提上日程。2021年11月1-12日在英国格拉斯哥举行 的《联合国气候变化框架公约》第26届缔约方大会(COP26)上,越南政府坚定承诺到2050年实现净零排 放目标。 电动两轮车碳排放量低,性能优异 相对于燃油车而言,电动两轮车碳排放量低、噪音低、能源来源广、利用效率高、购置及维护费用低, 同时,高端电动两轮车具有优良的智能化体验。电动摩托车和燃油摩托车之间的性能鸿沟不断缩小,虽 然极限性能还有差别,但在城市限速道路上行驶,体验已十分接近。电动汽车与电动两轮车核心组件方 面重叠度高,新能 ...
零碳登场,续航开挂!北方稀土氢能电动两轮车上线
Nei Meng Gu Ri Bao· 2025-07-15 09:00
Core Viewpoint - The launch of hydrogen fuel electric two-wheelers by Northern Rare Earth Hydrogen Storage Company marks a significant advancement in zero-carbon transportation, with a 1.5 times increase in range compared to traditional electric vehicles [1][3]. Group 1: Product Features - The hydrogen fuel electric two-wheeler features a solid-state hydrogen storage bottle developed by Northern Rare Earth, capable of storing 80 to 90 grams of hydrogen, ensuring a range of over 90 kilometers [3][4]. - The vehicle operates on hydrogen fuel cells, producing only water as a byproduct, thus achieving complete zero-carbon emissions and being environmentally friendly [3][4]. - The two-wheeler exhibits strong low-temperature performance, outperforming traditional lithium batteries in cold environments, allowing for reliable operation even in harsh weather [3][4]. Group 2: Industry Development - Solid-state hydrogen storage is a key technology in the hydrogen energy industry and is a national development focus [4]. - Northern Rare Earth is accelerating its transformation towards high-end products, successfully developing solid-state hydrogen alloy products with high absorption capacity and efficient thermal management [4]. - The company has adopted a dual approach of independent and collaborative development to overcome challenges in the hydrogen storage device's engineering applications, significantly enhancing the vehicle's range from less than 10 kilometers to over 90 kilometers [4]. Group 3: Market Deployment - The first batch of 20 hydrogen fuel electric two-wheelers has been deployed at the Northern Rare Earth smelting subsidiary to address the "last mile" commuting issue for employees [6]. - An additional 30 vehicles are set for trial operation within Baogang Group by the end of July, with plans to expand deployment in Baotou and other cities, aiming to establish a unique "Rare Earth + Hydrogen Energy" brand in Inner Mongolia [6]. - Northern Rare Earth continues to deepen its engagement in the hydrogen energy sector, focusing on cultivating a hydrogen energy industry ecosystem and promoting pilot demonstrations to enhance the "North Rare Hydrogen Energy" brand [6].
渤海证券研究所晨会纪要(2025.07.15)-20250715
BOHAI SECURITIES· 2025-07-15 02:52
Group 1: Fund Market Overview - The real estate sector leads the industry, with 27 out of 31 Shenwan first-level industries experiencing an increase this week, particularly in real estate, steel, non-bank financials, comprehensive, and building materials [2][3] - The overall net inflow of funds in the ETF market reached 15.4 billion yuan, with bond ETFs seeing the highest inflow of 8.4 billion yuan, while stock ETFs experienced a net outflow of 5.5 billion yuan [3] - A total of 44 new funds were issued this week, raising 27.5 billion yuan, indicating a significant increase in fundraising activities compared to the previous week [4] Group 2: Industry Insights - The electric two-wheeler sales in China reached 32.3 million units in the first half of 2025, marking a year-on-year increase of 29.5%, driven by the government's old-for-new policy [5][6] - The light industry manufacturing sector outperformed the CSI 300 index by 1.21 percentage points, while the textile and apparel sector outperformed by 0.80 percentage points during the week of July 7 to July 11 [6] - The introduction of tariffs by the U.S. on goods from Southeast Asian countries is lower than those imposed on Chinese exports, providing a competitive advantage for light manufacturing and textile companies with production capabilities in Southeast Asia [7]