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【汽车行业周报】尊界或降价当门面，尚界或负责走量扛大梁_我的网站

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一 |     Legendary rock band Aerosmith kicked off its long-awaited "Peace Out" farewell tour in Philadelphia on Saturday.Aerosmith took the stage at the Wells Fargo Center, where they were joined by special guests The Black Crowes. The band played crowd-favorites such as "Back in the Saddle" and "Janie's Got a Gun," among other hits. 

     It was the first show of their 39-stop tour, which they announced in May. "After 50 years, 10 world tours, and playing for over 100 million fans... It's time for one last go!" the band wrote on Instagram.                 The five band members, which include frontman Steven Tyler and guitarists Joe Perry and Brad Whitford, are all in their 70s now. They got their start in 1970 in Boston and went on to reap international success and critical acclaim. The band has won the Grammy for Best Rock Performance by a Duo or Group four times — for 1991's "Janie's Got a Gun," 1994's "Livin' on the Edge," 1995's "Crazy" and 1999's "Pink."In 2012, the band talked with Lara Logan on CBS News' "60 Minutes" about their tumultuous 40 years together. "I think my perfectionism and my busting everyone's chops is what got this band to where it is today," frontman Steven Tyler said. "There's no doubt about Steven's greatness. When you ask what makes the band great, I think that it's a combination of all of us. What that was right now, I can't tell you," drummer Joey Kramer said."I think a lot of it is [Tyler is] unbelievably competitive. You know he's competitive with us. With each member of the band," bassist Tom Hamilton said.                      The band will close out the tour on January 26 in Montreal, Canada.                                   。    
[ 行业] 本周行业事件较多，新势力方面，蔚来1季报：现金水平大幅下滑，留给蔚来的时间不到1年。

二 | 不过Q2销量指引不错，边际改善的确定性非常强，但也仅限Q2。尊界S800让华为回到舒适的高端市场，不过尊界未来有非常大的可能会在品牌立住后，价格下探,未来当门面使用，尚界会挑起销量基本盘的大梁。传闻较久的东风和长安合并落空，内部阻力大，国资委把它们留给市场。国资委提出合并时机恰当，但阻力大。中汽协和工信部接连反对无序“价格战”，我们从美国历史3次价格战反观中国当下价格战。

三 | 商务部关注“零公里二手车” 产能过剩是根本原因。

四 | 魏建军点名批评“零公里二手车”怪象，扰乱市场秩序。

五 |

2025年6月3日美股盘前，蔚来汽车发布2025年一季度财报，披露上述数据。北京时间6月3日晚，蔚来公布2025年第一季度财报。公司一季度交付42094台，同比增长超40%；一季度营收超120亿元，同比增长超21%；一季度整车毛利率10%；二季度交付指引7.2万台至7.5万台，同比增长25.5%至30.7%，二季度交付预计环比大增71%—78%。汽车销量：未完成一季度目标一季度，蔚来汽车交付4.2万辆，同比增加40.1%、环比42.1%；同期，汽车销售额同比增长18.6%、环比减少43.1%。

六 | 蔚来汽车为2025年设立的销量目标是44万辆，一季度仅完成不到1/10。汽车收入：再次低于市场预期单车收入本季度23.6万，环比下滑0.4万元，又来到了历史新低，且低于市场预期的24.1万，但蔚来一季度由于对老款库存车折扣加大+L60占比环比提升的车型结构的负面拖累，可以理解。

本季度在手现金大幅下滑，速度之快令人惊讶本季度蔚来在手现金仅260亿，环比上季度下滑了有159亿元，这种下滑幅度如此之快超出市场预期。短评：在没有新一轮融资的支持下，蔚来在手现金已经不够支持公司运营一年。

七 | 虽然二季度是有边际改善的确定期，但过了2季度，蔚来销量维稳又面临新一轮问题，尤其在5566改款力度很小，蔚来的毛利率能支撑降价空间有限，而乐道L90+L80显然也不是走量车型，但蔚来已经没有再试错的机会。一旦蔚来销量在三季度又开始呈现继续下滑趋势，乐道L系列再失败，如果没有外部输血，股东自发融资等手段，卖车力度不足以自救的话，资金流有断裂的风险。

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Published on:04:12:24


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