蔚来汽车公告称，2025年6月交付车辆24,925辆，同比增长17.5%；2025年第二季度交付车辆72,056辆， 同比增长25.6%。截至2025年6月30日，蔚来汽车(NIO.N)累计交付量已达785,714辆。其中， 蔚来品牌累 计交付新车725,248台；乐道品牌累计交付新车52,623台；firefly萤火虫品牌累计交付新车7,843台。 ...

以下文章来源于最华人 ，作者华人作者团 最华人 . 有华人的地方，就有最华人。 关注华人商业领袖、创业者及商业案例； 洞察科技制造、品牌出海、产 业革新等。 "2022中国正能量网络精品"获得者。 唯有先活下去，才能谈理想。 作者 ：谢达 来源：最华人 历史总在悄然重演相似的轨迹 。 2019年 ， 一篇《蔚来李斌，2019年最惨的人》刷屏。 从"春风得意"到被评为"最惨"，#李斌 备受煎熬。 直到次年，安徽合肥 豪掷70亿元砸向蔚来 ，李斌 才 长舒了一口气，" 蔚来 从ICU出来了"。 然而，命运多舛，仍围绕李斌展开。仅时隔数年， #蔚来 仿佛又踏入了那个熟悉的轨迹。 今年一季度， 蔚来归母净利润亏损68.91亿元 ，同比扩大31.06%， 资产负债率攀升至 92.55%，同比增加16.27个百分点 。 尽管亏损和高强度的研发投入有关，蔚来对研发采用了费用化而非资本化，如果 近600亿元研 发投入 ， 用一两百亿做资产化处理，财报情况会明显不同 ， 但 蔚来李斌依旧难以避免再次 被推至风口浪尖，被戏称为"年度最惨人物"。 但这次 李斌 满是愤懑，"每个月黑我们的水军费用3000万-5000万肯定有，但谁花 ...

在新能源 "全线飘红" 的表象下，一场围绕市场份额的激烈角 逐正悄然改变格局——新势力头部阵营洗牌、传统车企加速转 型，行业进入深度调整期。 作者：周菊 封图：图虫创意 近日，国内各新能源汽车生产企业陆续公布5月销量数据。在"五一"小长假等因素的带动下，几乎所有车企都实现了销量增长。据乘联会初步推算，5 月新能源零售预计可达98万辆，同比增长22%，新能源汽车渗透率维持在52.9%左右。 在新能源 "全线飘红" 的表象下，一场围绕市场份额的激烈角逐正悄然改变格局 —— 新势力头部阵营洗牌、传统 车 企加速转型，行业进入深度调整 期。 | 序号 | 新势力车企 | 5月销量(万辆) | 同比 | 1-5月销量(万辆) | 同比 | | --- | --- | --- | --- | --- | --- | | 1 | 零跑汽车 | 4.5 | 148% | 17.4 | 161% | | വ | 理想汽车 | 4.1 | 17% | 16.7 | 19% | | 3 | 赛力斯问界 | 3.7 | 35% | - | - | | 4 | 小鹏汽车 | 3.4 | 230% | 16.3 | 293% | | 5 ...

6月3日，蔚来（NYSE:NIO；HKEX:9866；SGX:NIO）正式发布2025年第一季度财报。数据显示，公司 一季度累计交付新车4.21万辆，同比增长40.1%。尽管受多重因素影响，蔚来在一季度面临销量挑战，但 随着内部组织变革深化、技术成果落地及新产品矩阵发力，公司在第二季度开始展现出显著复苏势头。 6月4日，蔚来创始人、董事长兼CEO李斌在媒体沟通会上首次系统性地将蔚来十年发展划分为三个阶 段，并明确表示："今年一季度就是蔚来经营的最低谷，我们已经触底反弹，二季度开始将重返上升通 道。"他详细阐述了蔚来的发展历程、当前策略调整及未来规划，强调将通过"全员经营"的管理变革，依 靠自身能力走出低谷，并在今年进入前期投入的"收获期"。 资本市场也给予积极反馈。6月4日晚，蔚来美股盘中一度涨超10%，最终收涨6.23%。 二季度重回上升通道 2025年的车市竞争堪称"惨烈厮杀"。对于蔚来而言，一季度正值春节传统销售淡季，加之高研发投入持 续、新品牌资源扩张、主销车型代际切换等多重压力叠加，使其经历了自2019年以来的又一低谷。然 而，逆境中的坚持亦有迹可循：ET9如期交付，首月销量超越宝马7系、奥迪A8， ...

Core Insights - Domestic brands are undergoing a significant transformation, moving from brand elevation to brand renewal, with a focus on innovation and change as common goals [2][3][12] - The Shanghai Auto Show showcased new products and technologies from domestic brands, indicating a shift from product upgrades to value reconstruction [2][4] Brand Development - Domestic brands have transitioned through three stages: overcoming difficulties, brand elevation, and now brand renewal, which emphasizes higher levels of appeal, influence, and emotional connection [2] - SAIC Motor's brand renewal strategy, termed "Glocal," aims to integrate global vision with local craftsmanship, marking a significant shift in its approach [3][10] - Chery and Dongfeng are also focusing on showcasing their latest technologies and products, indicating a competitive landscape [3][5] Technological Advancements - Changan Automobile emphasizes its advantages in smart technology, global presence, and energy diversification as key factors for success in the automotive industry [5] - NIO is entering a new product cycle with nine new models planned for release, highlighting its focus on technological innovation [4][5] - Huawei's ADS 4 aims for level 3 autonomous driving, with multiple partnerships with car manufacturers, showcasing its leading position in the smart automotive sector [6][9] Ecosystem and User Experience - Companies are increasingly focusing on enhancing user experience and building an ecosystem around mobility, integrating AI and smart technologies into their offerings [8][9] - The emergence of AI robots and smart devices at the auto show reflects a shift towards creating a more integrated and user-friendly automotive experience [8][9] Globalization and Standards - SAIC's global strategy includes launching 17 new overseas models in the next three years, indicating a strong commitment to international markets [10][11] - The collaboration between SAIC and Volkswagen to develop models specifically for the Chinese market signifies a new phase in technology output and collaboration [11] Industry Trends - The Chinese automotive industry is experiencing a shift towards standardization and ecological restructuring, with domestic brands capturing over 60% market share [12] - The competitive landscape is intensifying, with brands needing to innovate and differentiate themselves to survive in a saturated market [12][13] - The focus on product differentiation and user-centric design is becoming increasingly important as companies seek to meet diverse consumer needs [13][14]

Core Insights - The 2025 Shanghai International Auto Show marks the first collective participation of NIO, ONVO, and firefly brands, showcasing 11 models and 12 core technologies [2] - NIO is set to launch 9 new models this year, with significant product releases planned each quarter, indicating a robust product cycle [2] - The company emphasizes three core technologies: intelligent driving chips, a comprehensive operating system, and smart chassis, which are crucial for enhancing user experience and safety [2][4] Market Strategy - NIO plans to expand its market presence by selling products and services in 25 countries this year, adapting its strategy from a direct sales model to a partnership model [3] - The company is optimistic about the Chinese automotive industry's global market share potentially reaching around 40% despite trade disputes and tariff challenges [3] Technological Advancements - NIO has developed the world's first automotive-grade 5nm intelligent driving chip, which will enhance user experience and improve product competitiveness and profit margins [4] - The company is committed to safety in intelligent driving technology, having prioritized safety in its development efforts and achieving significant results [4] Product Development - The new models set to launch this year include firefly, ET9, ET5T, ES6, EC6, and ONVO's L90 and L80, which are expected to boost market share [4] - The firefly model is positioned as the first right-hand drive vehicle from NIO, aimed at capturing a broad user base in the international market [4] Infrastructure Expansion - NIO plans to accelerate the construction of battery swap stations, aiming for coverage in every county in Guangdong by the end of the year and expanding to 27 provincial-level regions nationwide [4]