艾媒舆情|2020年中概股遭遇信任危机舆情监测报告

本报告研究涉及企业/品牌/案例：瑞幸咖啡“暴雷”事件；好未来“自爆”事件；跟谁学“夸大数据”事件； 蔚来汽车事件总览 ；

2020年4月2日晚，瑞幸咖啡发布公告承认虚假交易约22亿元人民币，当日瑞幸咖啡股价遭断崖式下跌，一夜蒸发350亿元，直到4月7日晚停牌。早在2个月前，知名做空机构浑水（MuddyWaters Research）针对瑞幸发布做空报告称其存在财务、运营数据作假的行为，当时瑞幸对该报告予以了否认。从一开始的否认造假到自爆虚假交易，瑞幸被做空的事件掀起了中概股做空潮。 近期，做空机构将矛头指向了其他中概股公司，对爱奇艺、好未来、跟谁学等公司发起接连攻击，瑞幸咖啡所产生的“蝴蝶效应”正在持续发酵。

On the evening of April 2, 2020, Ruixing coffee issued a notice admitting that the false transaction was about 2.2 billion yuan. On that day, Ruixing coffee's share price fell precipitously, evaporating 35 billion yuan overnight, until it was suspended on the evening of April 7. As early as two months ago, muddy waters research, a well-known short seller, denied Ruixing's report that it had falsified its financial and operational data when it issued a short report. From the initial denial of false trading to the self explosion of false trading, Ruixing was short event set off a short trend in China's equity market. Recently, short sellers have targeted other Chinese equity companies, launching successive attacks on iqiyi, tal and who to learn from. The "Butterfly Effect" produced by Ruixing coffee is continuously fermenting.

艾媒报告|2020年1月中国汽车行业运行状况及企业商情月度报告

本报告研究涉及企业/品牌/案例：吉利汽车,特斯拉；其他提及企业/品牌：起亚汽车,凯迪拉克,沃尔沃,cruise,滴滴智通,奇瑞,比亚迪,斯柯达,上汽大众,奇瑞汽车,一汽大众,上汽通用五菱,广汽丰田,蔚来汽车,东风雷诺,江铃汽车,宝沃汽车,斯巴鲁汽车,长安铃木,捷豹汽车,君马汽车,现代汽车,奥迪汽车,力帆汽车,铃木汽车,长安福特,长安马自达,长安汽车,欧尚,一汽丰田,一汽红旗,一汽轿车,吉利新能源,上汽通用,上汽通用五菱,广汽菲克,广汽本田,广汽三菱,广汽乘用车,上汽乘用车,上汽大通,北汽新能源,长城欧拉,蔚来,江淮汽车,上汽通用五菱新能源,奇瑞新能源,小鹏汽车

2020年春节较往年早至，春节前时间短，不少消费者有延后购买汽车的打算；同时春节假期为汽车销售真空期，车市1月销量相对惨淡。从各项数据来看，2020年1月中国汽车销量194.10万辆，环比下降26.98%；同比下降18.00%，各类车型的产量、销量均出现环比下降现象。

The 2020 Spring Festival arrives earlier than in previous years. The time before the Spring Festival is short, and a large number of consumers have the intention to delay the purchase of cars. At the same time, the Spring Festival holiday is a vacuum period for car sales, and the car market sales in January are relatively bleak. From the data point of view, in January 2020, China's auto sales were 1.941 million, a 26.98% decrease from the previous month; after that, it decreased by 18.00%. The output and sales of various types of vehicles all showed a decrease from the previous month.

艾媒咨询|2021年10-11月中国汽车行业监测报告

本报告涉及的案例/品牌/企业：上汽、长安、吉利


数据显示，2021年10月，中国商用车出口3.3万辆，较9月份下降13.8%，同比增长37.2%，11月出口3.0万辆，较上月再次下降，降幅10.5%，同比增长13.0%。1-11月累计出口商用车36.6万辆，同比增长77.0%，其中新能源商用车增幅为70.4%。艾媒咨询分析师认为，虽然新能源商用车出口增幅迅猛，但整体占比依然较小，仅占出口总量的3.3%，商用车海外市场份额有待进一步提高。数据显示，2021年11月末，中国汽车库存达到72.4万辆，汽车经销商库存预警指数达到55.4%，环比上升2.9个百分点，位于荣枯线之上。长期的高库存会给车企带来较大的仓储成本压力，造成企业经营业绩下滑，不利于汽车行业的整体发展。
According to the data, in October 2021, China exported 33000 commercial vehicles, a decrease of 13.8% over September and a year-on-year increase of 37.2%. In November, 30000 commercial vehicles were exported, a decrease of 10.5% and a year-on-year increase of 13.0%. From January to November, 366000 commercial vehicles were exported, with a year-on-year increase of 77.0%, of which new energy commercial vehicles increased by 70.4%. AI media consulting analysts believe that although the export of new energy commercial vehicles has increased rapidly, the overall proportion is still small, accounting for only 3.3% of the total export. The overseas market share of commercial vehicles needs to be further improved. The data show that by the end of November 2021, China's auto inventory reached 724000 units, and the inventory early warning index of auto dealers reached 55.4%, up 2.9 percentage points month on month, above the boom and bust line. The long-term high inventory will bring greater storage cost pressure to automobile enterprises, resulting in the decline of enterprise business performance, which is not conducive to the overall development of the automobile industry.

艾媒咨询|2020年5-6月中国汽车行业运行状况及企业商情双月报告

本报告研究涉及企业/品牌/案例：蔚来汽车，比亚迪。

2020年6月中国汽车产业逐步回归正轨，乘用车产销量都有一定增长。狭义乘用车综合销量排名前十的多为合资品牌，自主品牌仅有吉利汽车和长安汽车入围。从汽车质量看，2020上半年，汽车行业实施召回有93次事件，召回总量约321.44万辆，较去年同期增长约16.4%。发动机问题是汽车召回的主要原因，共召回261.27万辆，占比超过8成。

In June 2020, China's auto industry will gradually return to the right track, and passenger vehicle production and sales will have a certain increase. In the narrow sense, the top ten in terms of comprehensive sales volume of passenger vehicles are mostly joint venture brands, and only Geely Automobile and Changan Automobile are shortlisted for independent brands. In terms of car quality, in the first half of 2020, there were 93 recalls in the automotive industry, and the total number of recalls was about 3.2144 million vehicles, an increase of about 16.4% over the same period last year. Engine problems are the main reason for automobile recalls, with a total of 2,612,700 vehicles being recalled, accounting for more than 80%.

艾媒舆情|2020年11-12月中国汽车行业舆情监测报告

iiMedia Research(艾媒咨询)数据显示，2020年11月，合资和自主品牌的投诉量较10月份均出现一定下降，但投诉占比保持不变。合资品牌汽车在品牌类型投诉中占比较大，达56%。进口品牌的投诉量本月出现增长，投诉增量来自于部分日系和德系豪华品牌车型。

艾媒咨询 | 2023-2024年中国汽车后市场分析与发展趋势研究报告

2022年中国汽车后市场行业规模达1.21万亿元。艾媒咨询调研数据显示，95.91%的汽车用户进行过汽车线上养护，随着中国新能源汽车的产销量和保有量的不断增长，将为中国汽车后市场的发展注入新的动力，汽车后市场行业将迎来多元化发展。

艾媒报告 |2019-2021年中国汽车定制改装产业现状剖析及发展前景分析报告

本报告研究涉及企业/品牌/案例：上汽集团，华域汽车，比亚迪，均胜电子，长安汽车，长安B,长城汽车，福田汽车，江淮汽车，广汽集团，大众公司，丰田汽车，戴姆勒股份有限公司，福特汽车，本田汽车，宝马集团，东风汽车，尼桑汽车，猎豹汽车，海马汽车，奇瑞汽车，现代，雷诺

2018年，中国私人汽车拥有量超过2亿，同比增长12.0%。个性化消费方式推动汽车定制改装产业发展。2016年中国中产阶层占成年人口的21.1%，他们最关注的消费领域是汽车及汽车用品。面对巨大的汽车定制改装产业市场潜力，上汽大通推出C2B智能模式，长安汽车推出C2M模式，通过搭建产业链条，力求以数据化平台连接汽车用户与厂商。iiMedia Research（艾媒咨询）调研发现，目前汽车定制改装普及程度较低，仅有56.5%的网民听说过汽车定制，仅有2%的用户购买过定制汽车。艾媒咨询分析师认为，目前中国正处在汽车定制产业的起步发展阶段，能够基本满足消费者的浅层定制，而对汽车定制规模化生产程度不高，有待进一步向分散化生产方向发展，以满足用户完全自由定制需求。

In 2018, China's private car ownership exceeded 200 million, up 12.0% year-on-year. Personalized consumption mode to promote the development of automotive custom modification industry. China's middle class accounted for 21.1% of the adult population in 2016, with the most important consumer areas being cars and automotive supplies. Facing the huge market potential of automotive custom modification industry, SAIC Chase launched the C2B intelligent mode, Changan Automobile launched the C2M model, by building the industrial chain, and strive to connect automotive users and manufacturers with a data-based platform. IiMedia Research research found that the current popularity of car customization modificationist is low, only 56.5% of netizens have heard of car customization, only 2% of users have purchased custom cars. Ai media consulting analysts believe that China is currently in the initial stage of automotive customization industry development, can basically meet the consumer's shallow customization, and the scale of production of automotive customization is not high, to further develop to decentralized production direction to meet the user's completely free customization needs.

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