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30GWh电池项目落地;亿纬签约大客户;2大锂电龙头赴港IPO;欣旺达成立新公司;宁德时代起诉海辰储能;LG新能源业绩预计暴增
起点锂电· 2025-07-13 07:17
7月7日,兰州新区年产30GWh新能源电池生产基地项目成功签约。 该项目由安徽国科能源科技有限公司投资建设。估算总投资90亿元,计划 分三期建设,每期产能10GWh,最终形成年产30GWh新能源电池的规模化生产能力,建设内容涵盖现代化的生产厂房、高规格的研发中心、 完善的办公设施等基建工程,以及先进的生产设备购置与安装。 30GWh电池生产基地签约甘肃兰州 近期,在CSA、美国消防工程审核专家和国际客户的三方见证下,其Powtrix ® 5MWh储能电池舱完成并通过大规模火烧测试。在满电状态下 持续燃烧14小时,成功阻止热失控向周边设备蔓延。这一测试深度模拟了五类复合火灾侵害,为储能系统产品的安全性能提供了实测证明。 亿纬锂能签约国资大客户! 近日, 均悦云新能源 与亿纬锂能隆重举行了战略合作签约仪式 ,正式确立长期战略合作伙伴关系。双方将基于产业链深度协同, 重点围绕储 能电芯供应链、新能源市场、产业资源等领域展开深度合作 ,共同推进工商业储能技术创新与全球市场布局。 均悦云新能源由云碳科技和全球汽车零部件制造头部企业均胜群英联合成立。云碳科技隶属于宁波市生态环保产业集团有限公司,背靠宁波国 资;均胜群英是 ...
警惕汽车“山寨风”再起|有点逸思
Di Yi Cai Jing· 2025-07-12 09:37
Core Viewpoint - The rise of "big brand alternatives" in the Chinese automotive market, exemplified by models like Xiaomi's SU7 and YU7, raises concerns about the potential regression of the industry towards imitation rather than innovation [1][5]. Group 1: Market Trends - Xiaomi's SU7 has become a phenomenon, securing the top sales position in the mid-to-large sedan category within a year, while the YU7 has surpassed it with over 240,000 orders in just 18 hours [1]. - The trend of creating "luxury car alternatives" is becoming a significant strategy for automakers in a highly competitive market, where original design requires substantial investment [1][2]. - The Zeekr 9X SUV received significant attention at the Shanghai Auto Show, with 10,000 pre-orders in just 2 hours, indicating strong market interest in domestic alternatives [2]. Group 2: Legal and Ethical Considerations - Historical cases of design infringement in the automotive industry show that legal definitions of imitation are often ambiguous, with several high-profile cases resulting in no penalties for alleged infringers [3]. - The protection period for design patents in China is 15 years, which can impact the longevity of claims against design similarities [3]. Group 3: Industry Evolution - The Chinese automotive industry has made significant strides in moving away from a reliance on imitation, with domestic brands capturing nearly 70% of the market share and China being the largest automobile exporter for two consecutive years [5]. - The resurgence of "copycat" incidents poses risks to the long-term development of the industry and could hinder the global competitiveness of Chinese automakers [5].
【价格指数】2025年5月价格/优惠指数走势报告
乘联分会· 2025-07-11 09:25
点 击 蓝 字 关 注 我 们 本文全文共 2362 字,阅读全文约需 8 分钟 2025年5月全国整体乘用车市场价格指数 一、 2025 CAM·整体价格变化指数—05月 CAM·05月整体市场价格变化指数为 -0.87,市场成交价15.72万 i. 本月市场整体成交价较上月上升1074元,环比提升0.69% ii. 本月各大类市场成交价均有所上升,其中,轿车市场(0.03%↑)、SUV市场(0.94%↑)、MPV (2.66%↑) 二、 2025 CAM·整体优惠变化指数—05月 CAM·05月整体市场优惠变化指数为1.15,市场优惠幅度2.96万 轿车市场 SUV市场 CAM·05月MPV市场价格变化指数为 -1.27,市场成交价27.06万 i. 本月MPV市场整体成交价较上月上升7,001元,环比提升2.66% ii. 10-20万价格段销量份额降幅明显 CAM·05月MPV市场优惠变化指数为1.96,市场优惠幅度2.57万 i. 本月MPV市场整体优惠幅度较上月下降2,013元,环比下降7.27% ii. TOP10 中,GL8陆尚上市后,GL8整体优惠幅度减少的同时,市场份额进一步提升 2025 ...
中高端车型销量占比达6.5%,比亚迪高端化还有多远?
雷峰网· 2025-07-11 00:36
Core Viewpoint - BYD is facing dual challenges of brand upgrading and technological breakthroughs in its pursuit of high-end market positioning [2][4]. Group 1: Market Position and Sales Performance - BYD achieved a global market share of 5.2% in the first half of 2025, surpassing General Motors and ranking sixth among global automakers [2]. - In the first half of 2023, BYD sold 2.146 million vehicles, reaching 39% of its annual target, but only 6.5% of sales came from its mid-to-high-end brands, including Tengshi, Fangchengbao, and Yangwang [2][3]. - The company aims to reduce the sales contribution of its mainstream brands (Wangdiao and Haiyang) from 94.7% in 2024 to around 80% by 2025, targeting a 20% contribution from its mid-to-high-end brands [2]. Group 2: Pricing Strategy and Profitability - The price war initiated in early 2023 led to a significant increase in sales, with a year-on-year growth of approximately 62%, but also resulted in a decline in average vehicle prices from 173,800 yuan in 2022 to 123,700 yuan in 2024 [5][6]. - The majority of BYD's sales are concentrated in the sub-200,000 yuan market, which accounted for 73% of the Wangdiao series sales in the first half of 2023, indicating limited profitability in the mainstream market [6][7]. Group 3: Challenges in High-End Brand Development - BYD's attempts to establish high-end brands have faced difficulties, with models like Tengshi D9 initially performing well but later experiencing significant sales declines [10][11]. - The Fangchengbao brand has also struggled, with the Fangchengbao 5 needing a price cut of 50,000 yuan to stimulate sales, and the Fangchengbao 8 showing a similar pattern of initial success followed by a drop in orders [11][12]. - Frequent price reductions in the high-end market have led to customer dissatisfaction and concerns about brand value dilution [12][13]. Group 4: Strategic Adjustments and Future Plans - BYD is shifting its focus and resources towards mid-to-high-end models, with plans to enhance its sales channels and service quality for these brands [15][16]. - The company is implementing a tiered technology strategy, with advanced features reserved for higher-end models, and plans to enhance its international brand image through exports of high-end vehicles [16][17].
梦想家车主分享:电动侧滑门带娃方便,两次代买都是找老吴
车fans· 2025-07-11 00:29
Core Viewpoint - The article discusses the experience of a car owner, kylin sensei, who purchased the Dongfeng Lantu Dreamer 2025 PHEV four-wheel drive model, highlighting the reasons for the choice and the overall satisfaction with the vehicle. Purchase Decision and Comparison - The owner needed a larger vehicle due to family expansion and was particularly interested in MPV models with electric sliding doors for convenience with children [1][2] - Initially considered models like Honda Odyssey and others but ruled them out due to safety concerns and pricing [1] - The final decision was made after test-driving the Lantu Dreamer, which was preferred over competitors like Roewe IMAX8 DMH and others due to driving experience and practicality [2] Purchase Experience - The purchase was facilitated through a reliable intermediary, enhancing the confidence in the buying process [4][5] - The vehicle was delivered directly to the owner's home, showcasing a high level of service from the seller [7] Vehicle Usage Experience - Key advantages of the Lantu Dreamer include spaciousness, comfort, and the quality of the chassis, with the electric sliding doors being particularly beneficial for families [9] - The owner noted the convenience of the sliding doors compared to traditional doors, which can be cumbersome in tight spaces [10] - Overall driving experience was positive, with comfortable seating and a well-designed steering wheel, although there were minor issues with the driver's door not closing securely [12]
理想、问界、小鹏、小米、腾势五大品牌参测 凤凰车研所辅助驾驶评分榜发布
Feng Huang Wang· 2025-07-10 13:59
硬件方面,激光雷达上除小鹏P7+使用纯视觉方案无激光雷达外,其余都配备了激光雷达。腾势Z9GT 配备了2颗,且一反常规布置在车头下方两侧传统的雾灯位置。25款的问界M9把数量提高到了4颗,实 现前后左右四个方向的激光雷达覆盖,其余小米SU7和理想L9均配备1颗激光雷达。 辅助驾驶芯片算力上,理想L9、小米SU7、小鹏P7+均达到了508TOPS,都配备2颗英伟达Orin-X芯片。 腾势Z9GT依靠1颗英伟达Drive Orin芯片,算力为254TOPS,问界M9芯片信息官方并未公布。 凤凰网科技讯 7月10日,2025年5月,凤凰车研所测试团队对问界M9、理想L9、腾势Z9GT、小米SU7和 小鹏P7+进行了辅助驾驶测试,并发布首期辅助驾驶实测评分榜,最终理想L9以90分总评分位列榜首, 问界M9和小鹏P7+分别以87分和76分的评分暂列第二、第三位,小米SU7和腾势Z9GT则以70分的成绩 并列首期榜单第四位。 测试车型的年款配置方面,问界M9为指导价53.98万元的2025款增程版266km Ultra6座,理想L9为指导 价43.98万元的2024款Ultra,腾势Z9GT为指导价33.48万元的202 ...
猎装车能否成为市场新宠?
被视为"小众"的猎装车市场正逐渐升温。据悉,腾势Z9 GT猎装版预计将于9月推出,星途星纪元 ES猎装版也计划在下半年登场,鸿蒙智行亦将推出智界S7猎装版和享界S9猎装版。目前,自主品牌猎 装车的数量日益增多,功能愈加多样化,从消费升级和品牌布局的趋势来看,猎装车市场呈现出上升势 头。它们有望复制"方盒子"车的成功,成为市场上的新兴力量吗?未来的发展趋势将会怎样?这些问题 已经成为业界关注的热点话题。 猎装车渐成新"蓝海" 随着国内自主品牌猎装车型的日益增多,消费者对这一车型的认知度也在不断提升。 "在当今追求个性化的汽车消费时代,猎装车完美地满足了消费者的需求。"90后汽车爱好者张勇表 示,猎装车既不似SUV,也不像传统轿车,这种独特的外观设计为追求个性化的年轻消费者提供了新的 选择。他提到,最近在4S店看猎装车时,发现许多消费者对猎装车有着相似的喜好和看法。 消费者王广盛则有着更深入的体验。"与过去的燃油猎装车相比,现在的新能源猎装车体验更 佳。"他分享道,10年前他购买了一辆合资品牌的燃油猎装车,相比之下,如今的自主品牌新能源猎装 车在外观设计上更加时尚,智能化程度也远超燃油车。新能源猎装车加速快、性价 ...
南财观察|一艘巨轮驶向大洋 一座汽车城快速成长
7月9日,当晨光洒向距离深圳市中心约130公里外的小漠港,载有6800多辆新能源汽车的比亚迪"深圳 号"滚装船启航出港,1105辆从比亚迪深汕基地生产下线的宋系列出口车"漂"向欧洲。 随着比亚迪深圳号滚装船首次靠泊深圳港,并首次运载深汕本地生产的车型出口,比亚迪在深汕的产业 版图进一步清晰:搭建从零部件到电池到整车的生产全链条,整车生产则主攻中高端及出口车型,比如 腾势Z9、仰望U7、宋Pro及宋Plus的出口车型等。 5年时间,深汕特别合作区的新能源汽车产业集群已日渐成熟,比亚迪在深汕的投资也从最初的50亿元 增加至300多亿元;京西智行、佛吉亚、东风李尔、延锋国际等近30家企业组成的千亿级新能源整车及 零部件产业集聚。 与之对应,近4年深汕特别合作区的地区生产总值年均增长45.5%,规上工业总产值年均增长85.4%。 日渐形成的产业集群和稳定高速的经济增长也让外界看到了深汕特别合作区的潜力与可塑性。7月8日, 深圳市深汕特别合作区产业投资促进大会举行,现场15个项目签约,涉及新能源整车热管理系统集成设 备生产基地、汽车特种涂料及高端化工材料研发基地、半导体高端精密设备生产基地等深汕重点发展的 产业领域。 ...
比亚迪李黔:中国汽车,领跑全球
创业邦· 2025-07-09 09:55
"在百年未有之大变局中,如何把握汽车行业科技进步的主脉络,将成为我们在行业转型中抓住机遇 的关键。"在创业邦2025DEMO WORLD企业创新创投大会上,比亚迪集团董事会秘书、首席投资 官、腾势N9首席推荐官、企业创新创投联盟联席理事长 李黔说道。 李黔指出,当前世界正经历深刻重构,中国经济的增长引擎也在悄然转换。 在国内市场,汽车产业正 强势"接棒"房地产,成为驱动经济发展的新支柱;而在海外,中国汽车更是成功摆脱了过往"低端"的 刻板标签,挺进全球高端市场 , 成为产业出海的新主力 。 中国汽车高端化破壁 过去中国出口的"老三样"是服装、家具、 家电 。现在,出口的"新三样"变成了 电动汽车、锂电池、 光伏 。2024年,中国汽车 净 出口额 达到1640多亿美元, 占总 净 出口额 17%左右, 成为中国出 口新主力 。中国已经连续两年成为全球汽车出口第一大国,去年出口量 超过 580万 辆 ,连续两年 超 越 日本。今年,中国汽车出口继续 以20% 以上 的速度增长,我相信今年中国汽车出口与日本的 差距将进一步拉 大 。这表明,中国汽车行业已经从"汽车大国"变成了"汽车强国",不仅在中国这个 最大的汽 ...
零百3.4秒,全新阿斯顿・马丁超跑官图发布;小马智行启动卢森堡Robotaxi道路测试丨汽车交通日报
创业邦· 2025-07-09 09:55
1.【比亚迪:对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面兜底】7月9日,比亚迪宣 布在全球率先实现媲美L4级的智能泊车,并承诺:在中国市场,比亚迪对所有天神之眼车辆用户在智 能泊车场景下的安全及损失全面兜底。这意味着用户在天神之眼智能泊车辅助场景下的安全及依法由 本车承担的损失,不用走保险流程,直接联系比亚迪售后处理即可。据比亚迪披露,天神之眼智驾车 型保有量已经超过100万。(潇湘晨报) 更多汽车出行资讯 …… 全新阿斯顿・马丁Vantage S标配由 Alcantara® 材料与真皮打造的内饰,同时辅以缎面2x2斜纹碳 纤维饰条。 搭载的4.0升双涡轮增压V8发动机,能爆发出665马力的最大功率和800 牛・米的最大扭 矩。出色的动力性能让它的0-100公里/小时加速时间仅为3.4秒,0-200公里/小时加速时间为10.1 秒,最高车速可达325公里/小时。(IT之家) 4.【比亚迪李慧上任腾势总经理后首发长文,腾势N8L豪华SUV即将上市】 7月3日,比亚迪集团对 旗下子品牌管理层进行轮岗调整:原腾势销售事业部总经理赵长江先生与腾势方程豹直营事业部总经 理李慧先生完成岗位对调。此次调整旨在通 ...