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江淮与华为深化战略合作尊界S800批量投产
Huafu Securities· 2025-06-22 13:07
Investment Rating - The industry rating is "Outperform the Market" indicating that the overall return of the industry is expected to exceed the market benchmark index by more than 5% in the next 6 months [80]. Core Insights - Jianghuai Automobile and Huawei have deepened their strategic partnership, focusing on the integration of Huawei's intelligent automotive solutions into Jianghuai's vehicle platforms, enhancing AI applications across various operational scenarios [3][13]. - The first flagship luxury electric sedan, the Zun Jie S800, has commenced mass production, with significant pre-order success, indicating strong market demand [4][15]. - The automotive sector has experienced a decline of 2.6% from June 16 to June 20, 2025, underperforming the CSI 300 index by 2.1 percentage points, although it ranks 4th among 31 sectors year-to-date with a 5.1% increase [16][23]. Summary by Sections Strategic Cooperation - Jianghuai and Huawei signed a strategic cooperation agreement on June 17, 2025, to enhance the application of intelligent automotive solutions, including AI-driven features and clean energy initiatives [3][13]. - The Zun Jie S800 project, a result of this collaboration, has a dedicated team of over 5,000 and a newly built factory equipped with advanced automation technology [4][14]. Market Performance - The automotive sector's performance from June 16 to June 20, 2025, showed a decline of 2.6%, while the CSI 300 index fell by only 0.5%, highlighting the sector's underperformance [16]. - Year-to-date, the automotive sector has increased by 5.1%, ranking 4th among all sectors [16]. Sales Data - From June 1 to June 15, 2025, retail sales of passenger vehicles reached 706,000 units, a 20% increase year-on-year, while wholesale sales were 714,000 units, up 24% year-on-year [6][36]. - New energy vehicle retail sales during the same period were 402,000 units, reflecting a 38% year-on-year growth [6][36]. Production and Delivery Plans - The Zun Jie S800 is set for initial deliveries on June 26, 2025, with plans for mass production to reach 3,000 units per month by September and 4,000 units by year-end [4][15].
【联合发布】一周新车快讯(2025年6月14日-6月20日)
乘联分会· 2025-06-20 13:18
点 击 蓝 字 关 注 我 们 | | 目录 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 上汽大众 | ID. 3 | 2025 / 06 / 14 | A HB | NM | | 2 | 东风雪铁龙 | 天逸 C5 AIRCROSS | 2025 / 06 / 16 | B SUV | MCE1 | | 3 | 智己汽车 | 智己 LS7 | 2025 / 06 / 16 | C SUV | MCE3 | | 4 | 奇瑞汽车 | 瑞虎7 高能版 | 2025 / 06 / 17 | A SUV | MCE2-2 | | 5 | 奇瑞汽车 | 瑞虎7 PLUS | 2025 / 06 / 17 | A SUV | MCE2-2 | | 6 | 零跑汽车 | C16 | 2025 / 06 / 18 | C SUV | MCE3 | | 7 | 上汽通用 | 别克 E5 | 2025 / 06 / 19 | C SUV | MCE2-1 | | 8 | ...
汽车和汽车零部件行业周报:乘用车需求向好 智驾下沉与高端跃迁共振
Minsheng Securities· 2025-06-09 00:30
汽车和汽车零部件行业周报 20250608 乘用车需求向好 智驾下沉与高端跃迁共振 2025 年 06 月 08 日 ➢ 本周数据:2025 年 5 月第 5 周(5.26-6.1)乘用车销量 46.6 万辆,同比 +18.3%,环比+16.7%;新能源乘用车销量 24.7 万辆,同比+30.1%,环比 +11.6%;新能源渗透率 53.1%,环比-2.4pct。 ➢ 本周行情:汽车板块本周表现弱于市场。本周(6 月 3 日-6 月 6 日)A 股汽 车板块下跌 0.01%,在申万子行业中排名第 25 位,表现弱于沪深 300(0.96%)。 细分板块中,摩托车及其他、汽车服务、汽车零部件分别上涨 2.66%、0.92%、 0.48%,乘用车、商用载客车、商用载货车分别下跌 0.12%、2.67%、5.93%。 ➢ 本周观点:本月建议关注核心组合【吉利汽车、比亚迪、小鹏汽车、小米集 团、伯特利、拓普集团、新泉股份、沪光股份、春风动力】。 ➢ 智驾下沉与高端跃迁共振,看好智驾加速落地。2025 年 5 月 28 日小鹏 M03 加推 Max 版(含 502km/600km 续航)及 Plus 版,上市 1 小时 ...
​晚点财经丨6月蔚来、理想找回节奏,小米破万;跨境电商需求激增,中美空运价格翻倍
晚点LatePost· 2024-07-03 13:55
6 月多家新能源汽车品牌批发量为年内新高 在 Shein、Temu 的推动下,华南至美国空运价格较 2019 年翻倍 上海中海·顺昌玖里二期开盘即售罄,单价近每平方米 30 万元 特斯拉止住颓势,二季度销量超预期 关注《晚点财经》并设为星标,第一时间获取每日商业精华。 上半年国内新能源车销量陆续公布。比亚迪以超 34 万辆的月销量继续断层领先、上半年累计卖出 161 万辆新车,完成年度销量目标的 45%。特斯拉中国排 6 月销量榜第二,据乘联会数据约 7.1 万 辆,继续同比下滑 24%、但环比小幅增长。本月,特斯拉推出 5 年免息等优惠购车政策。 理想和蔚来找回节奏,因为给了消费者更有性价比的选项。前者在 L6 的带动下,月销量回暖至 4.78 万辆,同比增长 47%,接近去年 12 月 5 万辆的最高纪录。后者则在 BaaS 电池租用服务费降低以及 创始人李斌的卖力直播影响下,年内第二次月销超过 2 万辆、6 月达到 2.1 万辆,同比接近翻倍。 据摩根士丹利统计,5 月理想和蔚来国内市场份额不同程度增长,机构预计 L6 订单动力将继续支撑 理想在三季度份额回升 —— 顶着赛力斯给的压力。 作为另一家月销 ...