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]

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 ...

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 3952 字，阅读全文约需 13 分钟 目录 国内新闻 智能网联汽车组合驾驶辅助系统安全要求立项制定 时间:2025.6.5 来源:界面新闻 作者: 陈小同 6月4日，全国标准信息公共服务平台公示关于征求《智能网联汽车组合驾驶辅助系统安全要求》拟立项 强制性国家标准项目意见的通知，国家标准计划《智能网联汽车组合驾驶辅助系统安全要求》由工信部提出， 委托全国汽车标准化技术委员会智能网联汽车分会执行。主要起草单位包括中国汽车技术研究中心有限公司、 东风汽车集团股份有限公司、华为技术有限公司等。项目周期22个月，于2024年3月22日申报。 2 国内新闻 1 1.智能网联汽车组合驾驶辅助系统安全要求立项制定 2.《四川省氢能产业中长期发展规划（2025—2035年）》印发 3.泸州近日推出新能源汽车补贴新政 4.一汽-大众与天津经开区政府签署新能源车型项目合作备忘录 5.红旗车路云技术突破 智慧交通迈入新阶段 6.小鹏MONA Max版女性用户占比近半 7.东风汽车宣布三大品牌进军波兰市场 8.蔚来萤火虫确认登陆欧洲市场 英国也将销售 1.印度就美国汽车关税政策向WTO提 ...

蔚来 视觉中国 截至2025年3月31日，蔚来现金及现金等价物、受限制现金、短期投资及长期定期存款为260亿元。 【文/观察者网 潘昱辰 编辑/高莘】6月3日，蔚来披露2025年第一季度财报。当季蔚来营收为人民币 120.35亿元，同比增长21.46%。 具体来看，蔚来第一季度交付新车4.21万辆，同比增长40.1%，包括2.73万辆蔚来品牌和1.48万辆乐道品 牌车型。因此，当季蔚来汽车销售额为99.39亿元，同比增长18.6%。 第一季度，蔚来汽车毛利率为10.2%，同比增加1.0个百分点，主要由于单位物料成本下降，部分被产品 组合的变动影响所抵销；蔚来整体毛利率为7.6%，同比增加2.7个百分点，除因汽车毛利率的增长外， 毛利率相对较高的零部件、配件销售及汽车售后服务，以及对外提供的技术研发服务也都有所增长；此 外，随着保有量持续提升，蔚来提供的能源解决方案的毛损率也在下降。 第一季度，蔚来研发费用为31.8亿元，同比增长11.1%，主要因为新产品和新技术的设计及开发成本增 加，以及研发职能的人员成本增加；销售、一般及行政费用为44亿元，同比增长46.8%，主要因为销售 职能的人员成本增加及销售、营销活 ...

Core Viewpoint - The rise of "ugly design" in the automotive industry reflects a shift in consumer preferences, particularly among younger generations, who are increasingly embracing products that defy traditional aesthetic norms and challenge mainstream beauty standards [1][19][20]. Group 1: Trends in Automotive Design - Chinese car manufacturers are intentionally adopting "ugly designs" as a strategic response to market demands, prioritizing functionality over aesthetics [2][24]. - The K-Car model by BYD exemplifies this trend, as it is designed to cater to the Japanese microcar market, aiming for a 40% market share by next year [8][24]. - The "ugly" design of models like Li Auto's MEGA and NIO's Firefly has sparked debate, yet they have successfully attracted attention and sales, indicating a shift in consumer acceptance [9][15][18]. Group 2: Cultural and Economic Implications - The popularity of "ugly things" among young consumers signifies a broader cultural movement against "refined aesthetics," allowing for personal expression and identity through unconventional design [19][20]. - Brands are leveraging this trend to create buzz and engage consumers, as seen with high-profile collaborations and unique product offerings that challenge traditional beauty standards [21][22]. - The emergence of "ugly design" in the automotive sector highlights the need for differentiation in a rapidly evolving market, particularly as electric and smart technologies become standard [24][25]. Group 3: Future Directions - The challenge for Chinese automotive brands lies in translating the success of "ugly design" in domestic markets to international markets, where cultural perceptions of beauty differ [24][25]. - To achieve global recognition, these brands must develop a coherent aesthetic logic that resonates with youth culture worldwide, moving beyond mere product output to cultural influence [25][26]. - The ongoing experiment with "ugly design" presents an opportunity for the automotive industry to redefine its narrative and establish a new paradigm in global automotive aesthetics [25][26].

第二，在"两新"补贴政策推动下，小微型电动汽车的性价比进一步提升。根据政策要求，个人消费者转 让登记在本人名下乘用车并购买乘用车新车，购买新能源乘用车单台补贴最高可达1.5万元。据了解， 五菱宏光MINIEV、长安Lu‐min等畅销车型补贴后价格可低至2万余元。相关数据显示，得益于补贴政 策的推动，华北、东北地区A00级产品表现优异，大部分地区A0级电动汽车也呈较强增长态势。 在产品力充分提升的前提下，补贴政策鼓励小微型电动汽车发展对于新能源汽车产业发展、拉动车市增 量等均具有重要意义。相关数据显示，早在2023年，国内A00微型车市场的电动化渗透率便已达 100％。可见，小微型电动汽车足以被称为我国新能源汽车普及的"领头羊"。 近日，中国电动汽车百人会和里斯战略咨询联合发布的《新物种 新理念 新趋势——新能源汽车消费 洞察与预测（2024-2025）》报告指出，下沉市场将反超超高层级市场，成为新能源汽车最大市场。相 关数据显示，15万元以下新能源汽车车主中，三线及以下城市用户占比达44％，其中小微型电动汽车占 据了相当比例。可见，低价实用、场景精准的小微型电动汽车在下沉市场构建了不可替代的竞争优势， 成为新 ...

Core Viewpoint - The article discusses the contrasting strategies of Xiaopeng Motors and NIO in the electric vehicle market, highlighting Xiaopeng's successful cost-cutting and management restructuring, while NIO struggles to replicate this success despite attempts to launch competitive products [2][20]. Group 1: Xiaopeng Motors' Performance - Xiaopeng Motors reported a revenue of 15.81 billion RMB in Q1 2025, a year-on-year increase of 141.5%, with a gross margin of 15.6%, up 2.7 percentage points [2][4]. - The company delivered 94,008 vehicles in Q1 2025, a 330.8% increase compared to the same period in 2024, surpassing its delivery guidance [4]. - Xiaopeng's successful models include MONA M03, P7+, X9, G6, and G9, with MONA M03 achieving over 100,000 deliveries in eight months [6][8]. Group 2: Cost Control and Management - Xiaopeng's gross margin improvement is attributed to cost reduction and economies of scale, with a focus on optimizing product mix and supply chain [7]. - The company emphasizes a "technology equality" strategy, aiming to lower the barriers to advanced technology through innovation [8]. - Xiaopeng has undergone significant organizational changes, including the replacement of 10 senior executives and restructuring of 30 key centers to enhance operational efficiency [16]. Group 3: NIO's Challenges - NIO's new model "Firefly" has underperformed, with only 470 units delivered since its launch, compared to Xiaopeng's MONA M03, which sold 3,200 units weekly [10][12]. - NIO's approach involves maintaining brand differentiation across its various models, which complicates cost management and resource allocation [13]. - Despite plans to achieve profitability by Q4 2025, NIO reported a net loss of 22.4 billion RMB in 2024, with a significant increase in losses in Q4 [15][16]. Group 4: Market Dynamics - The domestic market for vehicles priced below 100,000 RMB and between 100,000 to 150,000 RMB accounted for over 60% of total sales, indicating a strong demand in these segments [10]. - The competition in the electric vehicle sector is intensifying, with every cost and revenue decision becoming increasingly critical for manufacturers [20].

Core Viewpoint - The company smart is transitioning from being perceived as a small car brand to a more mainstream compact and mid-size SUV market, emphasizing a lifestyle approach rather than just small vehicles [1][2] Group 1: Product Strategy - Smart has introduced multiple models such as the 1, 3, and 5, with the 5 exceeding 4.7 meters in length, indicating a shift towards larger vehicles [1][2] - The brand aims to release a new model each year to cater to various market segments while maintaining its core values of "inspirational co-creation, warm technology, and new luxury" [2] - Despite the shift to larger vehicles, smart maintains a focus on design aesthetics and user experience, opting not to excessively increase vehicle dimensions for profit [3] Group 2: Market Positioning - Smart's CEO emphasizes that relying solely on the small car segment is insufficient for sustaining the brand, highlighting a broader lifestyle vision [2][3] - The company acknowledges the competitive landscape, where traditional brands like NIO are also exploring smaller vehicle markets, indicating a shift in consumer preferences [3] Group 3: Global Expansion - Smart is implementing a "Southward and Westward" global expansion strategy, targeting markets in ASEAN, Australia, the Middle East, and Africa, with plans to enter more than 10 overseas markets by 2025 [6][7] - The brand has already entered 37 global markets and aims to enhance its presence through partnerships with local dealerships [7] Group 4: Sales Performance - In 2024, smart's global sales reached 129,700 units, a 7% increase year-on-year, while sales in China fell by 19.37% to 33,427 units, missing the annual target of 50,000 units [6][7] - To boost sales in China, smart has introduced a fixed-price purchasing strategy for its models, aiming to attract more customers [7]

Group 1: Market Trends and Insights - The report from Everbright Securities highlights the importance of monitoring changes in terminal discounts for car manufacturers post-holiday, with a focus on the theme of intelligence in vehicles [1] - The domestic sales outlook for 2025 remains optimistic, driven by trade-in incentives, suggesting continued attention to order volumes and terminal discount changes [1] - The synergy between intelligent driving and robotics is expected to continue to develop, favoring companies with strong self-research capabilities in driving algorithms and chips, as well as those extending into the robotics supply chain [1] Group 2: Sales Performance of New Energy Vehicles - In April, the performance of the car market was stable, with new model launches and ongoing terminal discounts boosting sales for new energy vehicle manufacturers [2] - Xiaopeng's delivery volume increased by 273.1% year-on-year and 5.5% month-on-month to 35,045 units, benefiting from the launch of updated models [2] - Li Auto's delivery volume rose by 31.6% year-on-year but decreased by 7.5% month-on-month to 33,939 units, while NIO's delivery volume increased by 53.0% year-on-year and 58.9% month-on-month to 23,900 units, with terminal discounts playing a significant role [2] Group 3: New Model Launches - Xiaopeng launched new models including the G6 and G9 in March and April, with the P7+ flagship version also being released [3] - Li Auto introduced several new versions of its models in April, including the L6 and MEGA series [3] - NIO officially launched the Firefly model on April 19, contributing to the stable sales outlook for new energy vehicles [3] Group 4: Consumer Incentives and Delivery Timelines - Tesla's domestic Model 3 delivery cycle remains at 1-3 weeks, with extended financing offers and discounts available until June 30 [4] - Li Auto's L6 model is expected to start deliveries in May, with various limited-time purchase incentives available [5] - NIO's delivery cycles for various models are generally under 4 weeks, with ongoing financial incentives for customers [5] Group 5: Competitive Landscape - Xiaomi reported over 28,000 deliveries in April, with reduced delivery timelines for its SU7 models [6] - Huawei's AITO brand launched the M8 model, achieving over 60,000 pre-orders within 13 days of its release [6]