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].

Core Viewpoint - The article provides an overview of upcoming vehicle models set to launch in June 2025, detailing specifications, pricing, and market segments for each model [2][4][12][20][28][44][52][60]. Group 1: Upcoming Vehicle Models - SAIC Volkswagen ID. 3 is scheduled for release on June 14, 2025, positioned in the A HB segment, with a price range of 137,888 to 144,888 CNY, featuring a pure electric engine with a range of 451 km [7][4]. - Dongfeng Citroen C5 AIRCROSS will launch on June 16, 2025, in the B SUV segment, priced between 149,700 and 164,700 CNY, equipped with 1.6T and 1.8T engines [15][12]. - Zhiji Auto LS7 is set to debut on June 16, 2025, in the C SUV segment, with a price of 339,900 CNY, featuring a pure electric engine and a range of 700 km [23][20]. - Chery Automobile's Tiggo 7 High Energy Version will be available on June 17, 2025, in the A SUV segment, priced from 87,900 to 97,900 CNY, powered by a 1.5T engine [31][28]. - Chery Tiggo 7 PLUS will also launch on June 17, 2025, in the A SUV segment, with a price range of 91,900 to 95,900 CNY, featuring a 1.5T engine [39][36]. - Leap Motor C16 is expected on June 18, 2025, in the C SUV segment, with prices ranging from 151,800 to 181,800 CNY, offering both range-extended and pure electric options [47][44]. - SAIC General Buick E5 will be released on June 19, 2025, in the C SUV segment, priced between 149,900 and 169,900 CNY, featuring a pure electric engine with ranges of 515 km to 620 km [55][52]. - Chery Automobile's Arrizo 8 PRO will launch on June 19, 2025, in the A NB segment, with a price range of 137,900 to 149,900 CNY, powered by a 2.0T engine [63][60]. Group 2: Technical Specifications - The ID. 3 features dimensions of 4,266 mm in length, 1,778 mm in width, and 1,568 mm in height, with a wheelbase of 2,765 mm and a power output of 125 kW [7][4]. - The C5 AIRCROSS has dimensions of 4,510 mm in length, 1,860 mm in width, and 1,705 mm in height, with a wheelbase of 2,730 mm and power outputs of 129 kW and 155 kW for the 1.6T and 1.8T engines respectively [15][12]. - The LS7 measures 5,049 mm in length, 2,002 mm in width, and 1,784 mm in height, with a wheelbase of 3,060 mm and a power output of 579 kW [23][20]. - The Tiggo 7 High Energy Version has dimensions of 4,545 mm in length, 1,898 mm in width, and 1,670 mm in height, with a wheelbase of 2,672 mm and a power output of 115 kW [31][28]. - The Tiggo 7 PLUS has dimensions of 4,530 mm in length, 1,862 mm in width, and 1,695 mm in height, with a wheelbase of 2,670 mm and a power output of 115 kW [39][36]. - The C16 has dimensions of 4,915 mm in length, 1,905 mm in width, and 1,770 mm in height, with a wheelbase of 2,825 mm and power outputs of 70 kW (engine) and 220 kW (electric motor) [47][44]. - The E5 measures 4,892 mm in length, 1,905 mm in width, and 1,681 mm in height, with a wheelbase of 2,954 mm and a power output of 180 kW [55][52]. - The Arrizo 8 PRO has dimensions of 4,800 mm in length, 1,843 mm in width, and 1,469 mm in height, with a wheelbase of 2,790 mm and a power output of 187 kW [63][60].

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 ...