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理性看待三排六座SUV
新财富· 2025-07-14 07:17
Group 1 - The core viewpoint of the article highlights the increasing segmentation of the new energy vehicle market, particularly the rise of six-seat SUVs priced above 200,000 yuan, catering to mid-range consumers [1][3] - Several car manufacturers are accelerating their entry into the six-seat SUV market, with models like Changan Deep Blue S09 and Geely Galaxy M9 leading the charge in the 200,000 to 250,000 yuan segment [3][4] - The article identifies four representative models in the 200,000+ yuan six-seat SUV category, predicting monthly sales of around 5,000 units for these vehicles, which have wheelbases exceeding 3 meters [3][4] Group 2 - The comfort of the third-row seating is a critical factor for consumers choosing six-seat SUVs, making it a key competitive advantage for models in this segment [5][6] - The article discusses the spatial experience of the third-row seats, noting that the Deep Blue S09 offers a legroom of 870mm, which is suitable for adult passengers [6][7] - A wheelbase of 3,100mm is deemed necessary for ensuring a comfortable seating experience across all three rows in large six-seat SUVs [7] Group 3 - The article compares six-seat SUVs with MPVs, noting that MPVs generally provide more spacious third-row seating due to their design, making them a viable option for multi-child families [11][14] - Despite the advantages of MPVs, the high ground clearance of six-seat SUVs appeals to consumers interested in off-road capabilities and self-driving experiences [14] - Sales data indicates that while MPV sales have been fluctuating without significant growth, the sales of large six-seat SUVs are steadily increasing, reflecting a shift in consumer interest [14] Group 4 - The long-term market outlook for large six-seat SUVs appears less optimistic due to declining birth rates and the diminishing number of multi-child families, which are the primary target market for these vehicles [18][20] - The article notes that the peak period for purchasing large six-seat SUVs aligns with the age when the second child starts school, suggesting a lag in demand due to recent declines in birth rates [20]
汽车和汽车零部件行业周报:海内外共振 具身智能加速落地
Minsheng Securities· 2025-05-18 08:25
汽车和汽车零部件行业周报 20250518 ➢ 乘用车基本面向上 新车催化密集 智驾平权提振估值。根据乘用车上险数 据,5 月第 1/2 周乘用车销量 42.4/45.4 万辆,新能源渗透率为 48.2%/49.8%, 受益车展后新车密集催化及五一需求好转,周销量快速恢复。近期,吉利银河星 耀 8 上市,上市限时价 11.58-15.58 万元,加速抢夺 20 万元以下市场;理想汽 车宣布 L 系列智能焕新版正式上市,新车全系标配激光雷达。展望,后续将迎新 车密集催化,重点新车包括小米 YU7、小鹏 M03 MAX、G7、吉利银河星舰 9、 零跑 B01、长安深蓝 S09 等,建议关注基本面向上及具有智驾能力的公司。 ➢ 投资建议:乘用车:看好智能化、全球化加速突破的优质自主,推荐【比亚 迪、吉利汽车、小鹏汽车、赛力斯、理想汽车】,建议关注【小米集团】。 零部件:1)新势力产业链:推荐 H 链-【沪光股份、瑞鹄模具、星宇股份】;建 议关注小米链【无锡振华】; 推荐 T 链【拓普集团、新泉股份、双环传动】; 2)智能化:推荐智能驾驶-【伯特利】,建议关注【地平线机器人】,推荐智能 座舱-【上声电子、继峰股份】。 ...
问界M9卖太好,引来低价围攻
汽车商业评论· 2025-05-02 16:05
Core Viewpoint - The article discusses the competitive landscape of the SUV market in China, particularly focusing on the surge of mid-size and large SUVs that are targeting the Tesla Model Y and other established models, indicating a shift in consumer preferences and market dynamics [4][15][21]. Group 1: Market Dynamics - The mid-size SUV segment, particularly the Tesla Model Y, has seen significant competition from domestic brands like Zeekr, Leado, and Zhijie, which are launching electric SUVs at lower prices with better configurations [4][16]. - In 2024, the cumulative retail sales of the SUV market in China reached 11.31 million units, a year-on-year increase of 9.7%, with large and mid-large SUVs growing by 52.5% [16][15]. - The large and mid-large SUV market accounts for 14.6% of the total SUV market, indicating potential for further growth, especially in the electric vehicle segment [16][15]. Group 2: New Model Launches - Several new large SUVs were launched at the 2025 Shanghai Auto Show, including the Lynk & Co 900, Changan Deep Blue S09, and others, all featuring three-row seating and competitive pricing [5][7][11]. - The common features among these new models include high comfort levels, advanced technology, and luxury elements, aiming to differentiate themselves in a crowded market [13][18]. Group 3: Competitive Strategies - Domestic brands are strategically launching new models to capture market share from successful competitors like the Model Y, with a focus on offering better value for money [4][21]. - The article highlights that the competition is expected to intensify in 2026, with more brands entering the large SUV market, particularly targeting the 25-40 million yuan price range [13][21]. Group 4: Consumer Preferences - Consumers are increasingly attracted to large SUVs due to their competitive pricing compared to the Model Y, with many new models offering features that cater to family needs [17][21]. - The demand for large SUVs is driven by the desire for spacious interiors and advanced features, which have become standard expectations in this segment [18][20].
行业深度 | 上海车展前瞻:创新智联 自主竞逐高端【民生汽车 崔琰团队】
汽车琰究· 2025-04-20 08:07
► 行业新技术:高阶智驾加速普及 高压快充重构体验 智能驾驶:高算力芯片与激光雷达大规模上车。吉利 领克 900 成为全球首款搭载 Thor 芯片的量产车型,双Orin-X芯片成主流配置;零跑B10等车型以激光雷达下探至 10万元级市场,推动智驾平权。 智能座舱:高通骁龙 8295P芯片规模化普及,覆盖15万元以上车型 (如小鹏 G7、零跑B10、比亚迪汉L/唐L、方程豹钛3、吉利银河星 耀8、极氪007 GT); 电动化: 800V高压快充成标配,续航与补能效率突破。 比亚迪全域 1 , 000V平台、华为尊界S800支持6C超充,续航普遍突破700km。 高端化 :本次车展华为、小米新车集中发力高端市场,华为尊界定位百万级豪华轿车,通过华为品牌力 +智能驾驶、座舱黑科技赋能品牌;小米SU7 Ultra定位巅峰性能科技轿 车,主打性能、操控、科技,通过技术赋能高端。 ► 新势力新趋势:科技巨头重塑格局 智驾体验定义竞争力 华为: 尊界 S800、问界M8、享界S9增程三箭齐发,以鸿蒙智驾+高压平台技术冲击豪华市场,定位覆盖30万元至百万元级。 小米: S U7 ultra亮相车展, 具备 最大 马力 154 ...
行业深度 | 上海车展前瞻:创新智联 自主竞逐高端【民生汽车 崔琰团队】
汽车琰究· 2025-04-20 08:07
Core Viewpoint - The 2025 Shanghai International Automobile Industry Exhibition will be held from April 23 to May 2, 2025, with the theme "Embrace Innovation, Win the Future," showcasing over 1,000 global enterprises and more than 100 new car launches, highlighting the industry's transformation and technological advancements [1][10]. Industry New Technologies - Advanced intelligent driving technologies are accelerating, with high-performance chips and LiDAR becoming mainstream. Geely's Lynk & Co 900 is the first mass-produced model equipped with the Thor chip, while models like Leapmotor B10 are introducing LiDAR technology to the 100,000 yuan market [2][21]. - The adoption of 800V high-voltage fast charging is becoming standard, with companies like BYD and Huawei leading the way, achieving ranges exceeding 700 km and charging efficiencies [2][27]. - The high-end market is seeing significant entries from tech giants like Huawei and Xiaomi, with models like Huawei's Aito S800 and Xiaomi's SU7 Ultra targeting luxury segments [2][3]. New Forces and Trends - Tech giants are reshaping the competitive landscape, with Huawei launching multiple models aimed at the luxury market, while new players like Xiaopeng, Li Auto, and Leapmotor are focusing on intelligent upgrades to penetrate mainstream markets [3][8]. - New energy vehicle brands are showcasing their strengths, with models like Xiaopeng G7 and Li Auto i8 emphasizing advanced intelligent driving capabilities [3][19]. Domestic Brand Trends - Domestic brands are leveraging technology to move upmarket, with BYD's Han L and Tang L featuring advanced intelligent driving systems and extended-range capabilities [4][19]. - Geely is expanding its market presence with models like the Galaxy Star 8 and Lynk & Co 900, focusing on hybrid and intelligent technologies [4][19]. - Companies like Changan, Great Wall, and SAIC are diversifying their product offerings, emphasizing high-end and technologically advanced vehicles [4][19]. Investment Recommendations - The report recommends investing in quality domestic brands that are accelerating in intelligence and globalization, specifically BYD, Geely, Xiaopeng, and Li Auto, while also suggesting to monitor Xiaomi Group [5]. - In the parts sector, it highlights new force supply chains and recommends companies like H Chain, T Chain, and intelligent driving component manufacturers [5].