"挣到更多钱，让企业好好活下去，才能让用户真正满意。" 这是近期蔚来CEO李斌在内部的深刻告诫。蔚来是一家以用户企业立命的造车公司之一，其围绕用户体 验打造的产品、社区、换电和服务、乃至技术和产品版图，都为行业所瞩目。 但李斌也深知，造车是最精彩，也是最残酷的赛道之一。爆品迭出，则可能帮助公司市值一夜蹿起，品 牌快速拉升，而如果经营不善，销量疲软，则可能一夜倾倒，无力翻身。 发轫于第一波新造车创业的蔚来，也在产业和市场环境快速变迁之下，面临抉择。 融资环境越发苛刻，每年上百款新车推出之下，市场竞争也已经是拳拳到肉，留给公司长线发展的窗口 期已经被快速压缩。 因此，自我造血、独立盈利，锻造更健壮的经营肌体，才是2025年开始，蔚来的核心战略目标。 而与此对应的是具体节点是，2025年第四季度，蔚来要力争做到单季度盈亏平衡。 这从眼下的蔚来财报来看，自然具有挑战性。 在刚刚发布2024全年和第四季度财报中，蔚来全年共交付新车22.2万辆，比2023年的16万辆增长 38.7%。 2024 年蔚来营收657.32亿元，相比2023年556.18亿元再度增长百亿，成为史上营收最高的一年。 如果第四季度销量达到10万辆 ...

Core Viewpoint - The article discusses the purchasing experience of a consumer who bought the Xiaopeng MONA M03 MAX, highlighting the decision-making process, comparisons with competitors, and the overall satisfaction with the vehicle [1][20]. Purchase Experience - The vehicle was purchased for 139,800 yuan, with a total out-of-pocket cost of just over 100,000 yuan after considering trade-in and subsidies [2][9]. - The consumer initially planned to finance the vehicle but switched to a full payment due to complications with social security approval [1][2]. Competitor Comparison - The consumer compared several electric vehicle models, including Lynk & Co Z20, Smart EQ, and Volkswagen ID.3, focusing on factors like size, driving experience, and features [4][5][7]. - The decision to choose the Xiaopeng MONA was influenced by its superior features and upgrades compared to competitors, particularly in terms of driving assistance and battery range [18][20]. Delivery and Service Experience - The delivery process was smooth, with the vehicle ready for pickup shortly after the order was placed, and the consumer received thorough explanations of the vehicle's features [11][13]. - The consumer noted that they were among the first to receive the new model, which added to the positive experience [11][13]. Vehicle Performance and Features - The Xiaopeng MONA is praised for its intelligent driving assistance, low energy consumption, and overall value compared to competitors [18][20]. - Some drawbacks were mentioned, such as the rear seating comfort and the design of the vehicle's rear [19][20]. Summary of Decision-Making - The final decision to purchase the Xiaopeng MONA was based on a comprehensive evaluation of various models, with a focus on suitability for the primary user, which in this case was the consumer's spouse [20][21].

据蔚来内部人士透露，随着新车成交价的回升，以及自研神玑芯片上车带来的1万元左右的成本优化，加上其他综合因素叠加，二季度蔚来品牌单车毛利率 有望会回到15%。子品牌乐道和萤火虫更是不负众望，L60创下今年销量新高，成为中型SUV市场唯一稳定上升的车型；萤火虫交付同样创下新高，成为高 端智能电动小车市场的一匹黑马。从第二季度蔚来、乐道、萤火虫在各细分市场的表现来看，蔚来的多品牌战略正在发挥威力，帮助蔚来公司在销量和毛利 率两项重要指标上走出了一条明显的上升曲线。 三季度利好因素齐聚，增长动能持续释放 2025年6月，蔚来公司交付新车24,925台，同比增长17.5%。其中，蔚来品牌交付新车14,593台；乐道品牌交付新车6,400台，创今年月交付新高；firefly萤火 虫品牌交付新车3,932台。 随着6月销量数据的披露，蔚来二季度的成绩单最终出炉。该季度，蔚来公司共计交付新车72,056台，环比大增71.2%。从增长幅度来看，过去三个月，蔚来 承受住了巨大的压力，交出了一份亮眼的成绩单。 销量与毛利双升，多品牌战略驱动逆势增长 在过去的三个月里，价格战的硝烟依然持续不散，现象级产品小米YU7更是占据了市场大量 ...

Core Viewpoint - NIO Inc. reported a significant increase in vehicle deliveries for June 2025 and the second quarter, indicating strong growth in the electric vehicle market [1] Delivery Performance - In June 2025, NIO delivered 24,925 vehicles, representing a year-over-year growth of 17.5% [1] - For the second quarter of 2025, NIO delivered 72,056 vehicles, showing a year-over-year increase of 25.6% [1] - As of June 30, 2025, NIO's cumulative vehicle deliveries reached 785,714 units [1] Brand Breakdown - NIO brand accounted for 725,248 units of the total deliveries [1] - The Ladao brand contributed 52,623 units to the cumulative total [1] - The Firefly brand delivered 7,843 units [1]

Core Insights - The 2025 Ora Good Cat and Good Cat GT Mulan Edition have been officially launched with suggested retail prices ranging from 83,800 to 103,800 yuan for the Good Cat and 96,800 to 106,800 yuan for the GT version [1] - The Ora Good Cat, launched in 2020, was one of the earliest A0-level pure electric models in the Chinese market, gaining popularity due to its classic design and focus on the female market [1][3] - The brand is shifting away from its "pink economy" label to compete in the mainstream A0-level market, reflecting a broader transformation strategy under Great Wall Motors [3][5] Product Details - The new model features a sporty front face with enhanced aerodynamics and improved range, alongside design elements like 18-inch wheels and distinctive tail lights [6] - The vehicle is equipped with a powerful system featuring 16GB of RAM and 128GB of storage, enabling rapid boot-up and compatibility with major smartphone brands [7] - Interior upgrades include a new two-spoke steering wheel and the latest Coffee OS 3 system, with a combination of a 10.25-inch instrument panel and a 14.6-inch floating central control screen [9] Technological Enhancements - The new models introduce various driving modes and enhanced parking assistance systems, supported by 19 sensing hardware units and 8T computing power for over 100 parking scenarios [10] - The efficient electric drive system allows for a CLTC range of up to 430 km for most variants, with safety features meeting new national standards [12]

从蔚来内部知情人士处了解到，蔚来将于7月1日在澳门市场正式启动全新战略合作，授权广东鸿粤汽车 销售集团有限公司作为该地唯一总代理商，全面负责蔚来、乐道、萤火虫品牌在澳门的市场运营、用户 服务体系建设及品牌生态发展。该人士并对蓝鲸汽车记者透露，继澳门后，香港市场一样会采用代理制 形式来做，按照计划，预计将于今年四季度进军香港市场。"我们希望用很低的资金成本等，去到更多 的市场。"据其透露，后续在阿塞拜疆、巴西等市场也会采取代理制模式。(蓝鲸财经) ...

点 击 蓝 字 关 注 我 们 本文全文共 4100 字，阅读全文约需 13 分钟 目录 国内新闻 1.商务部开展千县万镇新能源汽车消费季活动 8.广汽利比亚班加西销售服务中心开业 国外新闻 1.韩国进口柴油车市场持续萎缩 2.凯迪拉克Celestiq交付 35万美元起定制旗舰 3.Uber和Waymo开始推出无人驾驶网约车服务 2.六部门联合印发《关于金融支持提振和扩大消费的指导意见》 3.商务部:稳妥推进高阶智能驾驶汽车商业化应用 4.广东:广州市实施"久摇不中"申请人直接领取号牌政策 5.赛力斯汽车完成50亿元战略增资 6.雷军:小米YU7支持车外小爱语音 7.蔚来萤火虫推出BaaS电池租用服务 4.大陆集团下调今年利润率目标 商用车 1. 北汽福田签署沙特属地化工厂合作备忘录 2. 首条跨境重卡换电干线启动 3. 山海炮Hi4-T正式上市 4. 远程醇氢电动技术亮相浙江省节能"三新"推广活动 国内新闻 1 商务部开展千县万镇新能源汽车消费季活动 时间:2025.6.25 来源:网通社 为持续释放新能源汽车消费潜力，加快培育汽车消费新增长点，商务部将于2025年7月至12月期间，组织 开展2025年千县 ...

Group 1 - Firefly brand officially announced its BaaS (Battery as a Service) model on June 24, ahead of the previously communicated timeline by about two months, providing unexpected benefits to consumers [2] - The current models available for sale are the self-driving version starting at 119,800 yuan and the luminous version starting at 125,800 yuan. With the introduction of the BaaS model, the vehicle prices can be reduced by 40,000 yuan, lowering the starting prices to 79,800 yuan and 85,800 yuan respectively, significantly decreasing the purchase threshold for consumers [2] - Consumers opting for the BaaS model will need to pay a monthly battery rental service fee of 399 yuan, which adds a recurring cost to the ownership model [2] Group 2 - Firefly, as the third brand under NIO, is positioned in the high-end small car market, similar to how MINI is positioned under the BMW Group, aiming to create the best small cars for global users [3] - The first model, Firefly, is set to launch on April 19, 2025, featuring a 42.1 kWh long-life battery, a CLTC range of 420 km, and a drag coefficient of 0.287, which is the lowest in its class. It boasts a self-developed six-in-one electric drive with an overall efficiency of 90%, consuming only 10.9 kWh per 100 km, and includes 28 Tops of computing power with 24 high-performance perception hardware for intelligent navigation assistance covering 99% of highways and urban expressways [3]

来源：北京日报客户端 车市竞争激烈，越来越多车企入局10万元以下市场，企图通过低价抢占市场提振销量。 6月24日，蔚来firefly萤火虫推出BaaS电池租用购买方案。萤火虫车自在版售价为11.98万元起，发光版售价为12.58万元起，采用BaaS电池租用服务车价将下 降4万元，自在版车型为7.98万元起，发光版为8.58万元起。电池租用服务费为每月399元。 据悉，BaaS全称Battery as a Service，传递"电池即服务"的全新理念。配套蔚来发展的换电业务，2020年8月19日，该公司首次发布BaaS电池租用服务方案， 从而实现车辆起售价格下探，降低车主购车门槛。 该公司表示，推出BaaS方案以来，该方案渗透率长期高于80%。由于实现了物理层面的车电分离，使用BaaS购车方案的用户不仅降低购车压力，无需承担 电池衰减的风险，同时还能持续享受电池升级的红利，实现电池包可充可换可升级。 价格下探至10万元以内，有望进一步提升萤火虫车型的市场竞争力。目前，不少车企推出10万元以内的性价比小车，并展现出较强销量潜力。以5月销量为 例，比亚迪海鸥月销量突破6万辆，成为该品牌最畅销的车型，吉利星愿月销超过 ...

点 击 蓝 字 关 注 我 们 本文全文共 3954 字，阅读全文约需 13 分钟 目录 国内新闻 国外新闻 时间:2025.6.18 来源: 财联社 6月17日，《广州开发区、黄埔区支持集成电路产业高质量发展若干政策措施》发布。其中提出，重点突 破CPU（中央处理器）、GPU（图形处理器）、FPGA（现场可编程门阵列）等高端芯片设计，大力支持人工 智能芯片、光芯片、物联网芯片、存储芯片、射频芯片、基带芯片、车规级芯片、显示驱动芯片等芯片的开发 设计，鼓励企业自主开展基于新器件、新材料、新工艺的RISC-V、ARM等高端芯片架构设计。对使用多项目 晶圆（MPW）流片进行研发或首次完成全掩膜（Full mask）工程流片的设计企业，以及开展高端传感器首轮 流片的智能传感器企业，按照不高于流片费用40%分档给予补助（相关费用按照不含税计算），每家企业每年 最高补贴500万元。 2 蔚来宣布2025-2026年进一步拓展欧洲市场 时间:2025.6.18 来源:第一电动 商用车 1.广州开发区、黄埔区:重点突破CPU、GPU等高端芯片设计 2.蔚来宣布2025-2026年进一步拓展欧洲市场 3.江汽集团与华为签约: ...