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纯电SUV市场,问界M8要重新划线
40万级SUV市场又迎来一匹黑马。 8月25日,问界M8纯电版正式上市,新车售价35.98万元起,共发售6个版本,包括问界M8纯电Max+五/ 六座长续航版、Max+五/四座四驱版、Ultra五/六座四驱版。华为常务董事、终端BG董事长余承东在上 市发布会现场透露,问界M8纯电版将于9月开始交付。 问界M8纯电版的发布,是对此前增程版市场热度的自然延伸。根据鸿蒙智行最新披露的数据,问界M8 纯电版上市2小时内大定突破7000辆。 对鸿蒙智行来说,问界M8纯电版的战略意义十分明确。它补齐了品牌在"40万级纯电SUV"这一重要细 分市场的产品空白,推动鸿蒙智行实现了从轿车到SUV、从增程到纯电的产品覆盖。 与此同时,问界M8纯电版也集中展现了华为在高压平台、超充体系和辅助驾驶等方面的最新技术成 果,为纯电市场设立了新的技术基准。 改变40万级市场的游戏规则 在当下的40万级SUV市场,问界M8增程版是该赛道的领头羊。根据易车统计的数据,今年7月,问界 M8的销量已经达到了2.2万辆,领先于同级车型奥迪Q5L、奔驰GLC和理想L9等车型。 但纯电赛道却呈现出截然不同的景象。 40万级纯电SUV市场仍处于群雄逐鹿的阶 ...
【联合发布】一周新车快讯(2025年7月5日-7月11日)
乘联分会· 2025-07-11 09:25
Core Viewpoint - The article provides an overview of new vehicle launches in the Chinese automotive market, focusing on specifications, pricing, and market segments for various manufacturers, particularly electric and hybrid vehicles. Group 1: NIO Automotive - NIO is launching the ET5 and ET5T models on July 4, 2025, with a price range of 316,000 to 374,000 CNY [6][14] - The ET5 features a length of 4,790 mm, width of 1,960 mm, height of 1,499 mm, and a wheelbase of 2,888 mm, with a power output of 360 kW and torque of 700 N·m [6][14] - The ET5 offers battery capacities of 75 kWh and 100 kWh, with electric ranges of 585 km and 740 km (CLTC) respectively [6][14] Group 2: Chery Automotive - Chery is set to release the Fengyun A9L on July 8, 2025, with a price range of 149,900 to 207,900 CNY [30] - The Fengyun A9L has dimensions of 5,018 mm in length, 1,965 mm in width, and 1,500 mm in height, with a wheelbase of 3,000 mm [30] - It features a 1.5T plug-in hybrid engine with a total power output of 115 kW for the engine and 160 kW for the electric motor, offering an electric range of 151 km to 193 km (WLTC) [30] Group 3: Geely Automotive - Geely's Emgrand 400 Million Commemorative Edition will launch on July 9, 2025, with prices ranging from 68,900 to 86,900 CNY [35] - The vehicle dimensions are 4,638 mm in length, 1,820 mm in width, and 1,460 mm in height, with a wheelbase of 2,650 mm [35] - It is equipped with a 1.5L engine, producing 88 kW and 150 N·m of torque [35] Group 4: Leap Motor - Leap Motor will introduce the C11 model on July 10, 2025, with a price range of 149,800 to 165,800 CNY [41] - The C11 has a length of 4,780 mm, width of 1,905 mm, height of 1,658 mm, and a wheelbase of 2,930 mm [41] - It offers both a range-extended version with a 1.5L engine and a pure electric version, with electric ranges of 300 km (range-extended) and 640 km (pure electric) [41] Group 5: Smart Automotive - Smart is launching the Smart EQ 3 on July 10, 2025, with prices ranging from 165,900 to 259,900 CNY [49] - The vehicle dimensions are 4,400 mm in length, 1,844 mm in width, and 1,556 mm in height, with a wheelbase of 2,785 mm [49] - It features a power output of 200 kW and torque of 343 N·m, with battery capacities of 49 kWh and 66 kWh, offering ranges of 415 km to 555 km (CLTC) [49]
一周一刻钟 大事快评(W114):反内卷;继峰股份、福达股份;长城汽车更新
Xin Lang Cai Jing· 2025-07-08 04:26
Group 1 - The core focus of the investment strategy is to address supply-demand mismatches, with a shift in policy emphasis from demand stimulation to supply control. Future capacity approvals are expected to become more challenging [1] - Unique products that can stimulate potential demand are essential to breaking the "price war," with Xiaomi's YU7 serving as a successful example. Brands offering differentiated products in the mid-to-high-end market, such as Li Auto, JAC, Seres, and Xiaomi, are expected to gain excess returns [1] - Fuda Co., Ltd. is projected to achieve an operating performance of 65 million to 75 million yuan in Q2, representing a year-on-year growth rate of 70% to 80%. The growth is driven by the continued volume increase of BYD's crankshafts and successful business expansion with Seres and Chery [1] Group 2 - Jifeng Co., Ltd. is in a continuous performance realization phase, with Q2 earnings expected to grow to 120 million to 130 million yuan, significantly year-on-year. The growth is primarily driven by domestic seat business, with contributions from models like Li Auto's L6 and NIO's ES6 and EC6 [2] - Great Wall Motors is anticipated to report strong Q2 performance, with sales increasing by 56,000 units compared to Q1. The estimated net profit for Q2 is expected to rise from 1.7 billion yuan in Q1 to nearly 4.2 billion yuan [2] - The investment analysis suggests focusing on domestic leading manufacturers like BYD, Geely, and XPeng, as well as companies involved in smart technology trends such as Huawei's HarmonyOS [3] Group 3 - The investment strategy includes recommendations for state-owned enterprise reforms, highlighting companies like SAIC Motor, Dongfeng Motor, and Changan Automobile [3] - Companies with strong performance growth and capabilities in robotics or overseas expansion, such as Fuyao Glass and New Spring Co., Ltd., are also recommended for attention [3]
25.35万起,雷军发布小米YU7!3分钟大定突破20万台
天天基金网· 2025-06-27 03:30
Core Viewpoint - The launch of Xiaomi YU7 marks a significant entry into the high-performance SUV market, with competitive pricing and advanced features aimed at challenging established players like Tesla's Model Y [1][4][9]. Pricing and Sales - The starting price for Xiaomi YU7 is set at 253,500 RMB, which is 10,000 RMB lower than Tesla Model Y's starting price [1][7]. - Initial demand is strong, with over 200,000 pre-orders within 3 minutes and 289,000 within 1 hour of the announcement [2]. Performance and Specifications - Xiaomi YU7 boasts a maximum power of 690 PS, with a 0-100 km/h acceleration time of 3.23 seconds, and a top speed of 253 km/h [5]. - The vehicle features an 800V silicon carbide high-voltage platform, allowing for rapid charging from 10% to 80% in as little as 12 minutes [6]. - Advanced driving assistance systems are standard across all models, enhancing comfort and driving efficiency [6]. Design and Features - The design of Xiaomi YU7 follows the family aesthetic of Xiaomi vehicles, with a length of nearly 5 meters and a width of nearly 2 meters [6]. - Interior features include a panoramic display with three MiniLED screens and Nappa leather seats with zero-gravity massage capabilities [6]. Market Competition - The SUV segment is identified as a critical battleground in the automotive industry, with Xiaomi YU7 expected to significantly impact the market share of competitors like Tesla Model Y and NIO EC6 [4][9]. - Analysts predict that monthly sales for Xiaomi YU7 could exceed 30,000 units, further intensifying competition in the market [9]. Rental Market Dynamics - The rental prices for Xiaomi YU7 are currently higher than typical models, with short-term rentals exceeding 1,000 RMB per day [12]. - As more vehicles enter the market, rental prices are expected to normalize, potentially dropping to around 1,000 RMB per day [13].
25.35万起,雷军发布小米YU7!3分钟大定突破20万台
券商中国· 2025-06-26 15:23
在6月26日晚"小米人车家全生态"发布会上,雷军表示,"小米YU7定位是豪华高性能SUV,配置超高、产 品力超强。"夜间21:30左右,雷军宣布起步价:25.35万元起,比Model Y起步价便宜1万元。此外,小米 YU7Max版32.99万元。 小米汽车官微随后称,3分钟,小米YU7大定突破200000台。此后, 小米汽车官微又宣布,1小时,大定突破 289000台。 股价方面,小米美股ADR一度涨超10%。 SUV 被视为 汽车行业真正的主战场, 随着 小米 YU7 揭开所有神秘面纱,一场更 残酷的 车圈 竞争 也 正在到来 。 从汽车动力来看,小米YU7最大马力达690PS,0—100km/h加速时间为3.23秒,最高时速达253km/h。扣除 起步时间后,小米YU7零百加速为2.98秒。 雷军表示:"零百加速在3秒以内这个性能是极其炸裂的,就是百万豪车的水平。我仔细研究了一下,要在 100万以内找到这样的车几乎不可能。" 从电池来看,小米YU7全系采用800V碳化硅高压平台,Max版本还支持5.2C的最大充电倍率,从10%电量充 到80%电量最快12分钟,最快15分钟充电即可行驶620km。 例如,有 ...
小米热搜!诋毁竞品?最新回应→
证券时报· 2025-06-21 10:48
Core Viewpoint - The article discusses the recent developments surrounding Xiaomi's new SUV model, the YU7, highlighting its features, market positioning, and the company's response to misinformation regarding its sales personnel [2][4][5]. Group 1: Product Launch and Features - Xiaomi's YU7 is positioned as a "luxury high-performance SUV" and is the company's second vehicle following the SU7 [4]. - The YU7 will feature standard laser radar and an impressive range of 835 km, with a maximum power of 690 PS and a 0-100 km/h acceleration time of 3.23 seconds [5]. - The expected starting price for the YU7 is around 250,000 yuan, with the official pricing to be confirmed shortly before the launch [5][6]. Group 2: Market Response and Sales Projections - Following the technical release of the YU7, the number of user inquiries was three times that of the SU7's release, indicating strong interest, particularly from new customers [6]. - Analysts predict that the YU7 could achieve monthly sales of 30,000 to 40,000 units, contributing to a total annual sales target of 700,000 to 800,000 units for Xiaomi's automotive division [6]. - The YU7 is expected to compete directly with models such as Tesla's Model Y and NIO's EC6, potentially drawing customers away from these competitors [6].
招商证券:料小米汽车今年销量达35万-40万辆 YU 7或成下一爆款
news flash· 2025-06-18 02:13
Core Viewpoint - Xiaomi's automotive division is expected to achieve significant sales growth, with the new SUV model YU 7 anticipated to become a best-seller, potentially doubling sales next year [1] Group 1: Sales Forecast - Xiaomi's automotive sales are projected to reach 350,000 to 400,000 units this year [1] - The YU 7 model is expected to contribute to monthly sales of 30,000 to 40,000 units [1] - Combined sales of SU 7 and YU 7 could reach 50,000 to 60,000 units, with a target of 700,000 to 800,000 units next year [1] Group 2: Competitive Landscape - The starting price for the YU 7 is estimated to be around 250,000 RMB [1] - Key competitors for the YU 7 include Tesla Model Y, NIO EC6, and XPeng G7 [1] - The YU 7 has a higher potential for market impact, with three times the number of pre-registrations compared to the SU 7 at the same stage [1] Group 3: Market Dynamics - The demand for the SU 7 remains strong despite ongoing price wars in the automotive market [1] - Xiaomi plans to introduce new models next year, with the potential to exceed 1 million units in sales if production capacity is sufficient [1]
热闻|雷军“官宣”!小米YU7将于6月底发布,诸多重磅新品一起发布!唯独价格“卖关子”
Sou Hu Cai Jing· 2025-06-16 03:59
在2025粤港澳大湾区车展上,其展台连续多日排起长龙。 6月16日信息,雷军在微博发文表示,小米YU7将于6月底发布。 还有很多重磅新品同场一起发布,比如搭载玄戒O1芯片的第二款平板:小米平板7S Pro。 5月22日,小米15周年战略新品发布会上,小米首款SUV车型YU7亮相, 定位"豪华高性能SUV",共推出三个版本,续航最高可达835km。 日前,网上有博主爆料称小米YU7有望6月底正式上市,更有数码博主透露钛金属色储备最多。 目前,基于小米YU7已于5月22日正式发布的版本来看,提供单电机后驱和双电机四驱可选,全系标配800V平台和激光雷达, CLTC纯电续航最高835km。 回顾小米YU7,定位中大型豪华高性能SUV,其长宽高分别为4999/1996/1600mm,轴距为3000mm,采用五座布局,前备厢容积 141L,并且其全系基于小米自研的超级800V碳化硅高压平台打造。 该车正陆续到店与消费者见面。 6月2日,雷军称小米YU7已陆续到店,当天起,上海、杭州和成都43家门店,北京13家门店开启静态品鉴。 6月中旬起,全国89城门店将陆续开启新车静态品鉴。 外观上采用轿跑式造型风格,配备内翻式电动 ...
【蔚来(NIO.N)】1Q25基本面承压,多维度寻求边际改善——2025年一季度业绩点评(倪昱婧)
光大证券研究· 2025-06-05 13:36
Core Viewpoint - The report indicates that NIO's financial performance in Q1 2025 faced pressure, with a significant decline in revenue compared to the previous quarter, but a year-on-year increase was noted [3][4]. Financial Performance Summary - NIO's total revenue in Q1 2025 was 12.04 billion yuan, reflecting a year-on-year increase of 21.5% but a quarter-on-quarter decrease of 38.9% [3]. - The gross margin for Q1 2025 was 7.6%, which is an increase of 2.7 percentage points year-on-year but a decrease of 4.1 percentage points quarter-on-quarter [3]. - The Non-GAAP net loss attributable to the parent company widened by 28.2% year-on-year and narrowed by 4.2% quarter-on-quarter to 6.28 billion yuan [3]. Operational Insights - In Q1 2025, NIO delivered 42,000 vehicles, a year-on-year increase of 40.1% but a quarter-on-quarter decrease of 42.1% [4]. - The automotive business revenue was 9.94 billion yuan, with a year-on-year increase of 18.6% but a quarter-on-quarter decrease of 43.1% [4]. - The average selling price (ASP) decreased by 15.3% year-on-year and 1.8% quarter-on-quarter to 236,000 yuan [4]. - The Non-GAAP vehicle loss per unit expanded to 149,000 yuan, and free cash flow remained under pressure, with total cash on hand at 26 billion yuan by the end of Q1 2025 [4]. Future Outlook - Management guidance for Q2 2025 estimates delivery volumes of approximately 72,000 to 75,000 vehicles [4]. - The company anticipates that the gross margin may still be under pressure due to the clearance of older models until June, when new models are expected to drive margin recovery [4]. - NIO is implementing multiple strategies to improve its fundamentals, including cost reduction through self-developed chips and enhancing the sales network for its new brand, Lado [5]. - The launch of the "World Model" on May 30 is expected to enhance NIO's leadership in intelligent driving technology [5].
杭州一亚朵酒店发现“医院枕套”,涉事酒店致歉;比尔·盖茨承诺把大部分财富捐给非洲;特斯拉首次下乡丨邦早报
创业邦· 2025-06-04 23:45
Group 1 - Xiaomi's founder Lei Jun commented on Apple's failure in car manufacturing, stating he does not know the reasons behind it, but acknowledged Apple as a great company that Xiaomi has learned from [3] - Bill Gates announced plans to spend most of his wealth on charitable causes in Africa over the next 20 years, with his foundation set to close by 2045 [3] Group 2 - Tesla is included in the 2025 rural electric vehicle initiative, with models like Model Y and Model 3 listed among 124 vehicles [8] - The first domestically produced nine-valent HPV vaccine has been approved for sale in China, developed by Wantai Biological Pharmacy [11] Group 3 - OpenAI reported a surge in paid enterprise users, reaching over 3 million, with projected revenue for the year at $12.7 billion [12] - NIO's CEO Li Bin reflected on the company's improved resilience compared to 2019, emphasizing the need for self-sufficiency in overcoming current challenges [13] Group 4 - Tesla's sales in Australia surged to 3,897 units in May, marking a 122.5% year-on-year increase for the Model Y, despite a 48.2% decline in total sales year-to-date [22] - The U.S. automotive market saw a significant drop in May sales, with a decline of approximately 160,000 units compared to April, attributed to preemptive purchases before price hikes [27] Group 5 - 58.com announced a $662 million acquisition of a pharmaceutical company, changing its controlling shareholder to Yao Jinbo [24] - The humanoid robot company Accelerated Evolution completed a Series A financing round, led by Shenzhen Capital Group, to enhance product development and mass production [24]