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37.4亿!央企首次入股新势力!10岁的零跑稳了?
电动车公社· 2026-01-02 16:00
Core Viewpoint - Leap Motor has achieved significant milestones in 2023, including surpassing its annual sales target of 500,000 units and expanding its product line with the new A and D series, targeting price ranges from 60,000 to 300,000 yuan [1][4][7]. Group 1: Strategic Partnerships and Investments - Leap Motor has entered a strategic partnership with FAW Group, which will invest 3.744 billion yuan to acquire a 5% stake in the company, marking the first investment by a state-owned enterprise in a new energy vehicle startup [4][6]. - The collaboration will involve joint research and development of hybrid and extended-range powertrains, enhancing Leap Motor's technological capabilities and resource sharing [4][6]. Group 2: Growth and Future Goals - Leap Motor aims to double its sales to 1 million units by 2026 and establish itself as a world-class smart electric vehicle manufacturer, aspiring to rank among the top 10 globally [7][8]. - The company has set ambitious sales targets, with expectations of significant contributions from its new A series and continued success from its B and C series models [62][70]. Group 3: Historical Context and Development - Leap Motor's journey began in 2015, with founder Zhu Jiangming leveraging his experience from the security industry to enter the automotive sector, driven by the belief that China could achieve breakthroughs in electric vehicles [15][18]. - The company faced early challenges, including low sales of its first model, the S01, which sold only 1,086 units in 2019, and a critical cash shortage in 2020 [22][24]. Group 4: Technological Advancements and Competitive Edge - Leap Motor has focused on developing its own technologies, such as the CTC battery integration and advanced driving assistance systems, which have become key competitive advantages [37][44]. - The company has established a robust in-house manufacturing system, producing 65% of its vehicle components internally, with plans to increase this to 80% [44][46]. Group 5: Market Position and Global Expansion - In 2023, Leap Motor delivered over 500,000 vehicles in China, with expectations for its new A series to drive further growth [62][63]. - The company has partnered with Stellantis, which holds an 18.99% stake, to facilitate its entry into international markets, with plans for local production in Malaysia and Europe [67][70].
从“找到感觉”到冲击百万销量,零跑能否走稳“向上”新周期
Guan Cha Zhe Wang· 2025-12-30 03:16
(文/观察者网 张家栋 编辑/高莘) 12月28日,在零跑汽车成立十周年的发布会上,零跑汽车董事长朱江明用了近一个小时,完整回顾了这 家造车新势力从"零起步"的十年历程,并宣布了其未来战略规划。 与以往更多聚焦产品和销量不同,本次发布会零跑与朱江明给出的,是一个阶段性总结式的判断:前十 年,零跑完成了"掌握技术、找到造车的感觉";下一个十年,则是迈向"世界级智能电动车企"的步伐。 零跑十周年"向上,领跑"标语 文中未标注图片均来自观察者网 值得关注的是,在发布会现场,零跑首次提出"向上,领跑"的口号。相较于过去长期强调的"好而不 贵""技术驱动性价比",这一变化不止是简单的品牌修辞,而是零跑对自身发展阶段的重新定位——从 证明生存能力,走向讨论产业地位。 不典型的新势力路径 零跑汽车董事长朱江明 零跑汽车官网 没有互联网公司的流量优势,也不是传统车企孵化的转型项目,而是由一位长期深耕安防与电子产业的 工程师,在新能源汽车窗口期选择跨界从零造车。 这种背景,决定了零跑最初与其他新势力全然不同的入局方式。 相比同期蔚、小、理等知名新势力企业从品牌、智能化叙事或高端定位切入市场,零跑选择了一条更偏 工程与制造导向的 ...
零跑十周年内部信:三大维度读懂“销冠”是如何炼成的
Xin Lang Cai Jing· 2025-12-24 09:46
今年11月,零跑汽车交付70327台,连续9个月位列新势力品牌销量冠军。 这家坐落在杭州的车企,用了十年时间一步步做到了"领跑"。 2025年12月24日,零跑汽车十周年这一天,创始人、董事长兼CEO朱江明发布了一封内部信,叙说着对过往的复盘,展露着对当下的清醒,对未来的笃 定。 2019至2025年,朱江明发布的七封内部信,都有一个最鲜明的特性: 2025年12月24日,零跑汽车迎来十周岁生日。 没有华丽的辞藻,没有宏大的叙事。 只有朱江明发布的一封内部信。 十年间,朱江明一共发布了七封内部信,串联起了零跑从初创到盈利、从本土到全球的发展轨迹,而十周年这封沉甸甸的信函,更是将"务实可靠、以终 为始"的企业基因推向了新的高度。 本文首发于亿欧汽车 在这封内部信里,朱江明的笔触审慎且坚定:"过去的十年我们很难,可以说是九死一生。现在我们也才刚过温饱线,远远没到庆功的时候。站在新十年 的起点,从跟跑到领跑,这要求我们不能再以'新势力'自居,而要以一家可持续发展、值得尊敬的世界级车企来要求自己。" 维度一:拒绝空谈,行胜于言, 作者|郝秋慧 从2019年起,零跑每年生日这一天,创始人朱江明都会以一封内部信为企业纪年 ...
推进全球化布局 零跑汽车提前完成年度目标
零跑汽车创始人、董事长兼CEO朱江明透露,2026年零跑汽车的A、B、C、D四个系列将"全部到位", 同时还有4款新车上市。 在2025年即将结束之际,中国新能源汽车市场迎来了一波新产品的集中投放。其中,零跑汽车于11月27 日在杭州推出的纯电运动轿跑Lafa5,以9.28万至11.68万元的价格区间和"运动轿跑"的差异化定位,引 来不少消费者的关注。 在汽车行业分析师刘志超看来,这款新车的推出,不仅是零跑汽车产品矩阵的重要补充,更折射出这家 新势力企业在激烈市场竞争中的战略思考。 零跑汽车高级副总裁曹力在发布会上透露,今年第三季度零跑汽车实现净利润1.5亿元,营收达194.5亿 元,同比增长近一倍。更值得关注的是,截至11月中旬,零跑汽车已提前完成全年50万台的销售目标, 其中海外销量4.4万台,产品覆盖全球35个国家。这一系列数据背后,反映出零跑汽车正在从早期的市 场探索阶段,迈向规模化、全球化发展的新阶段。 "Lafa5的推出,体现了零跑汽车在产品策略上的新尝试。与此前主打实用性的B系列、C系列不同, Lafa5定位为'运动轿跑',目标用户是追求个性的年轻消费者。"零跑汽车创始人、董事长兼CEO朱江明 ...
朱江明:造车以后发现,以前花200万元买车太“冤”了!
Core Insights - The core message of the article emphasizes Leap Motor's commitment to providing high-quality electric vehicles at competitive prices, avoiding high-end premium strategies while focusing on self-research and development [2][8]. Sales and Growth Strategy - Leap Motor achieved a significant milestone by reaching 250,000 sales by November 15, 2023, with a target of 500,000 sales in 2024 and aiming for 1 million by 2025, driven by precise planning and product strategy [4][6]. - The company has established two core strategies for 2024: equipping all models with intelligent driving assistance and focusing on long-range and high-speed charging capabilities [4][6]. - Leap Motor's self-research system allows for a 65% self-manufacturing rate of core components, with plans to increase this to over 80%, enabling better cost control and higher product value [4][6]. Product Development and Market Positioning - The launch of the Lafa5 model targets the 10-15 million RMB market segment, filling a gap for sporty electric sedans that appeal to younger consumers [6][7]. - The company learned from the initial failure of the S01 model, leading to a more cautious approach in product definition and market strategy [6][7]. - Leap Motor's product matrix, including the successful C series and the upcoming D series, is crucial for achieving the sales target of 1 million units [7][8]. Brand Strategy and Market Differentiation - Leap Motor maintains a single-brand strategy, avoiding segmentation into high-end and low-end brands, focusing instead on delivering consistent quality across all price ranges [8][10]. - The brand is likened to Uniqlo in the automotive industry, emphasizing high cost-performance and reliability without brand premium pricing [8][10]. Future Outlook and Technological Development - The company plans to expand into overseas markets, with the Lafa5 model set to launch globally in the second quarter of the following year [10][11]. - Leap Motor is cautious about diversifying into other industries, preferring to focus on its core automotive business while exploring technological advancements [11][12]. - The company aims to leverage its self-research capabilities to enhance product competitiveness and maintain a long-term value investment approach [12].
朱江明造车十年逆袭新势力“一哥” 零跑汽车提前撞线年销破50万台
Chang Jiang Shang Bao· 2025-11-16 23:35
Core Viewpoint - Leap Motor has achieved significant milestones in the electric vehicle market, surpassing 500,000 cumulative sales for 2025 ahead of schedule, and aims to reach 1 million sales in 2026 under the leadership of founder Zhu Jiangming [3][13]. Company Overview - Zhu Jiangming transitioned from a security giant to a new force in car manufacturing, founding Leap Motor in 2015 after a successful career with Dahua Technology [2][6]. - Leap Motor's first model, the S01, faced challenges upon launch, leading to a strategic shift towards more competitively priced models like T03 and C11, which significantly boosted sales [8][11]. Financial Performance - Leap Motor reported a revenue of 242.5 billion yuan for the first half of 2025, marking a year-on-year increase of 174.15%, with a gross margin of 14.13%, the highest in the company's history [11]. - The company has shown a trend of reducing losses over the past three years, with net losses of 51.09 billion yuan, 42.16 billion yuan, and 28.21 billion yuan respectively [9]. Market Position - Leap Motor has become the second Chinese electric vehicle manufacturer to achieve profitability in the first half of 2025, with a net profit of 33.03 million yuan [10][11]. - The company has maintained its position as the monthly sales champion among new energy vehicle manufacturers in China for eight consecutive months since March 2025 [13]. Future Outlook - Leap Motor plans to launch multiple new models, including Lafa5, D19, and A10, as it targets 1 million sales in 2026 [3][14]. - The company is expanding its international presence, having established over 700 overseas channels and exporting more than 44,000 vehicles in the first ten months of 2025, leading among Chinese new energy brands [14][15].
高级副总裁曹力:相较S01 Lafa 5上市时零跑已进化
Guo Ji Jin Rong Bao· 2025-11-11 17:38
Core Viewpoint - Leap Motor has officially launched the pre-sale of its new pure electric sedan, Lafa 5, with a price range of 105,800 to 131,800 yuan, and plans to enter the global market starting next year [2] Group 1 - The Lafa 5 will be available in five different models and is expected to be officially launched by the end of this month [2] - Leap Motor's Senior Vice President, Cao Li, stated that the approach to developing the Lafa 5 is significantly different from their first attempt at a sports sedan six years ago [2] - The company now has 1 million users, allowing them to better understand customer preferences and needs, moving from a focus on practicality to addressing personalized demands [2]