从传出收购10%股份，到即将落地的最终收购方案，一汽集团与零跑汽车之间的合作终于将从传闻变为 事实。中国经济网从可靠消息处获悉，通过定向增发方式，一汽集团将陆续收购零跑股权，并最终成为 其第一大股东。该方案已经获得有关部门批准，并计划于11月17日对外官宣。 一汽集团或将成为零跑汽车最大股东 今年8月，汽车行业曾一度传出"一汽集团正在筹划收购零跑汽车10%左右股份，成为其战略股东，该方 案已经在一汽集团内部相关部门流转推进。"但随后，一汽集团、零跑汽车均未正面回应真实性。 从"外行"到"黑马"，再到领跑 近年来，零跑汽车从默默无闻蹿升为黑马，再到如今造车新势力的领头羊位置，发展速度令人侧目。 2019年零跑汽车第一款车型零跑S01上市，"特立独行"的产品让业内直呼其为"外行"，市场同样不买 账。交付首年，零跑汽车全年销量也千余辆；次年，销量同样不足万辆。直到2021年，零跑汽车才迎来 规模的突破，全年销量突破4万辆，2022—2023年连续站上10万辆大关，展现出黑马风采。 正是在这一时期，冉冉升起的零跑汽车被全球第四大汽车集团Stellantis集团看中。2023年10月， Stellantis集团宣布投资 ...

Core Insights - The landscape of China's new energy vehicle market has undergone significant changes in the first half of the year, with the previous "Wei Xiaoli" trio being disrupted by new leaders [1][2] - The top three new energy vehicle companies by sales volume in the first half of the year are Leap Motor, Hongmeng Zhixing, and Li Auto, with deliveries of 221,664, 204,658, and 203,938 units respectively [1][2] - The market is experiencing intense competition, shifting focus from price wars to technology, service, and ecosystem development [1][7] Group 1: Company Performance - Leap Motor achieved a remarkable 155.7% year-on-year growth, becoming the largest player with 221,664 units delivered, and aims to maintain a monthly delivery of over 50,000 units in the second half of the year [2][3] - Hongmeng Zhixing ranked second with 204,658 units sold, but faces pressure to meet its ambitious annual target of 1 million units, having completed only 20.5% in the first half [2][4] - Li Auto, with 203,938 units delivered, saw a slower growth rate of 7.9% and aims to launch new electric models to enhance its market position [2][3] Group 2: Market Trends - June saw a collective surge in sales among new energy vehicle companies, with Hongmeng Zhixing leading with 52,747 units delivered, marking a 20% year-on-year increase [4][5] - The overall market for new energy vehicles is expected to continue growing, driven by technological advancements and improved infrastructure [6][7] - The competition is anticipated to shift from scale to technology, with new models from various companies set to launch in the second half of the year [7][8] Group 3: Future Outlook - The penetration rate of new energy vehicles reached approximately 55% in June, with significant promotional activities contributing to sales growth [7] - Companies are focusing on building differentiated competitive advantages in smart driving, charging networks, and user ecosystems [8] - The global expansion of companies like Leap Motor and Xiaomi is expected to enhance their market presence, with predictions of significant growth in exports by 2025 [7][8]