界面新闻记者 |
8yue15ri,sutengjuchuang(02498.hk)gongbu2024nianzhongqiyeji。shangbannian,gongsizongshouruda7.27yiyuan,tongbizengzhangyue121.0%;jingkuisunwei2.68yiyuan,jiao2023niantongqidejingkuisun7.68yiyuanshouzhai65.2%。
adasjiguangleidaxiaoliangchixuzougaoshiyingshoufanbeidezhuyaodongli。1-6yue,sutengjuchuangjiguangleidaxiaoliangyuewei24.3wantai,tongbizengzhang415.7%,bannianxiaoliangbijin2023nianquannian。qizhong,yongyuadasyingyongdejiguangleidachanpinheyongyujiqirenjiqitadejiguangleidachanpindexiaoliangfenbiewei23.45wantaiji8900tai,jiao2023niantongqizengjia487.7%ji21.9%。
jiezhishangbannianmo,sutengjuchuangqude22jiaqichezhengchechangjiyijigonghuoshang80kuanchexingdeliangchandingdiandingdan,bingweiqizhong12jiakehude29kuanchexingshixiansop。
sutengjuchuangceoqiuchunchaozaizhongqiyejihuishangbiaoshi,shangbannianxinzengle17kuanchexingdedingdian,genjucaiwutongji,shangbannianduiyejigongxianjiaodadeqianwumingfenbieshijili、xiaopeng、biyadi、shangqi、sailisidengjituanyijixiangguanpinpai,paimingbufenxianhou。
“l2+zhengzaipuji,l3yezaiguoneihehaiwaikuaisuluodi,haiwaichangshangdeshichangkongjianyejiangdafutuozhan,jiashangjiqirenshichangyechongmankenengxing,zaizheixieyinsudejiachixia,womenyuji,2026nianshiyoujihuishixianquanmianyinglideyigeniandu。”qiuchunchaobiaoshi。
价格进一步下探
zaiwurenjiashizhujianzouxiangshangyehuadejinchengzhong,jiguangleidajishuhechunshijuejishuxingchengleyichang“xiangzuozou,haishixiangyouzou”deduijue。
chunshijuejishuyilaishexiangtoucaijituxiangxinxi,chengbenxiangduidilian,shujuchulijiaoweijianbian;jiguangleidajishutongguofashejiguangshulaihuoqujingquedesanweikongjianxinxi,juyouceliangjingdugao、duihuanjingshiyingxingqiangdeyoushi,danchengbengenggao。
youyuchengbenwenti,jiguangleidayidubeikazaile20wanyishangdechexing,bufen20wanjibiedexinshiligengqingxiangchunshijuefangan,jiyue01jiushiyigelizi。
duici,qiuchunchaotidao,zheigenbaokuojiguangleidazaineideyukongdengchengbenguogaoyouhendaguanxi,meiyikuanchedeguihuadoudetiqianyinianyishang,2024nianshangshidechexing,zai2022nianhuo2023nianguihuashi,rengmianlingaoangdegaojiezhijiahexinlingbujianshoujia,dangshijiguangleidajiageyemeiyoujidaoshichangyigemingquedeyuqi。
buguo,jiguangleidajiagezaijinliangnianbuduan“shitandixian”,lirusutengjuchuangyongyuadasyingyongdejiguangleidachanpinpingjundanjia,you2023nianshangbanniandemeitaiyue3700yuanjianshaozhi2024nianshangbanniandemeitaiyue2600yuan。
zhenduijiagejinyibuxiatan,sutengjuchuangzaicaibaozhongjieshi,zhuyaoyouyushangbannianchenggongjiangdiyuancailiaocaigouchengben,yijixiaoshoulegengduoliangchanjiguangleida,yu2023nianshangbannianxiaoshoudegezijiagejiaogaodeyuanxingxiangbi,qidanjiatongchangjiaodi。
kuaisufangliangxia,adasjiguangleidamaolilvshixianhuizheng,you2023nianshangbanniandemaosunlv35.5%dafutigaozhimaolilv11.2%。shangbannian,gongsizhengtimaolilvwei13.6%,duibi2023niantongqitishengleyue9.7gebaifendian。
yanxia,jiguangleidadeqianyuanshidaizhengzaijiasudaolai。ruyijingkejideduanjujiguangleidashoujiaxiatandao100meiyuan(yue722yuanrenminbi)zuoyou,zhangjujiguangleidashoujiawei200meiyuan(yue1442yuanrenminbi)zuoyou;sensitaiketuichu96xianjiguangleidahe192xianjiguangleida,haochengjiangjiguangleidadairu“qianyuanjiyinei”shidai。
sutengjuchuangyizaijinnianbeijingchezhanqianxituichuzhongzhangjujiguangleidamx,jiageyujizai200meiyuanshangxia。qiuchunchaotoulu,muqiandejiezoushiyoupiliangdemxyangpinpeiheshichangshangche,yuji2025niandiyijidukaishiqidongsop、guimohuajiaofu,nianzhonghuiyougengduodechexing,baokuo15wandao20wanjibiechexingzhuangpeimx。
进军15至20万区间车型市场
congzhongduanshichanglaikan,muqiandazaijiguangleidadechengshinoahaizhuyaoyu20wanyuanyishangqujian。buguo,20wanyuanyixiadechexingcaishizhuliushichang,guoneichengyongcheshichang8-20wanyuanchexingshichangzhanbida70%yishang。
sutengjuchuangmxjiudingshanglegengdazhonghuadeqicheshichang。qiuchunchaotidao,yujizaiweilaihuiyoujigehendadezengzhangdian。shouxianshil2+zidongjiashidepuji,suizhe20wanyuanyishangchexingdeyingyongzhujianchengshu,20wanyuanyixiazheiyiqichezhulixiaoshouqujiandexuqiuyejiangzhububeishentou,mxhuijiang15zhi20wanqujianchexingdeshentoulvzuoweizhongdazengzhangdian,mxyuyukongdenghexinbujiandekuaisudichengbenhuajiehe,rang20wanyixiadechexingdazaigaojiezhijiagongnengchengweikeneng。
mxjiangzaisutengweiyushenshanhezuoquderobosense marszhizaozongbujidishengchan、kaiqishougekehuliangchanjiaofu,gaijidizongmianjida10wanpingfangmi,yujijinniandisanjidutourushiyong。qiuchunchaotouludao,yiqidechannengda100wantai。
diergezengzhangdianshil3jibiejishu,wulunshihaiwaihaishiguoneidouzaikuaisuluodi,huirangdanchepeibeijiguangleidadeshuliangyoujibeideshangsheng。
“zuihoushihaiwaishichang,duibiguoneishichang,culvedegujidagaishi8000wantaichegenshangqianwantaichezheiyangdeyigebili,shichanghuijinyibubeidakai。”qiuchunchaoshuo。
jinnianyilai,zhengcecengmianchixuduil3/l4ceshiyingyong“kaizha”,zuoweiguoneishoupihuodeceshipaizhaodecheqi,benchi、baoma、guangqiaian、zhiji、aweita、jihudengfenfenzaiqixial3ceshicheshangdazailejiguangleida。l4gengshiruci,wuhanbaohuodebaiduluobukuaipaowurenche,peibeilesutengjuchuangdempingtaichanpin。
“robotaxijil4jibiezidongjiashi,zhuyaomudehaishibarenanquandicongadiansongdaobdian,jiguangleidashirobotaxibibeidechuanganqi,yaotidailingwaiyigejiashiyuan,suoyijiazhikongjiangengda,genl2+dexuqiuxiangbi,kenengyaoduoshang3dao5bei。”qiuchunchaorenwei,robotaxidedaguimoyingyong,jiangdailaiduijiguangleidazhuangpeiliangdekeguanxuqiu。
guojinzhengquan8yueshangxunfabudeyanbaozhichu,cheluyunyitihuabeijingxia,shidianchengshiluodiqianyinxuqiufangliang,anzhaodanlukouganzhishebei30-60wandezijinyusuan,diyuwanyuandejiguangleidagengyoukenengbeixuanrulucezhinenghuaganzhishebeifangan,jiguangleidayouwangcongluceganzhishebeide“kexuanxiang”zouxiang“bixuanxiang”。
buguo,qiuchunchaoyizhichu,robotaxidepukaiyingyong,gujihaixuyaojinianshijian,cheguigutaijiguangleidazairobotaxishangdeshouru,duanqineihaishibunenggenl2+cheliangxiangtierlun。suiranjixieshijiguangleidazairobotaxideyingyongduanqineikeyihuodejudadelirunheyingshou,danzhangqilaikan,haishijianchiyaobagaoxingnenggaozhiliangdecheguijiguangleidashentoudaorobotaxishangmianqu。
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