事越大话越少，这对于特斯拉而言，似乎已经成为"习惯"。 近日，据彭博社报道，正当外界还在怀疑特斯拉首席执行官埃隆·马斯克提出的100千兆瓦太阳能产 能宏愿是否可行之时，特斯拉已悄然付诸行动。报道透露，特斯拉正在美国多地选址以启动太阳能电池 制造业务，将外界看似不切实际的目标转化为一场积极的产业推进行动。 迅速选址 持续推进 据悉，太阳能电池是用于制造太阳能电池板的薄晶片。马斯克在播客节目中称，当前美国对进口太 阳能产品征收的关税"高得惊人"。马斯克上月曾表示，特斯拉的目标是实现每年100千兆瓦的太阳能电 池产能，为地球及太空中的数据中心供电。若能达成这一目标，特斯拉将成为美国最大的太阳能制造 商。 2016年，特斯拉以约20亿美元收购了当时经营困难的太阳能公司SolarCity。该公司由马斯克担任董 事长，其堂兄弟负责运营。马斯克在"第二阶段宏图计划"中称，"打造出色的太阳能屋顶"与拓展汽车产 品线一样，都是特斯拉的重要使命。 彭博新能源财经数据显示，美国当前每年太阳能电池产能约为3千兆瓦，其国内太阳能制造产业多 集中于太阳能电池板生产环节。此外，还有报道称，特斯拉的团队近期走访了中国多家太阳能企业，就 太阳 ...

Core Viewpoint - The automotive dealership sector is increasingly entering the accident vehicle repair market, traditionally dominated by insurance companies, leading to heightened competition and new service offerings aimed at capturing market share [1][4]. Group 1: Market Dynamics - The accident vehicle repair market is driven by a large vehicle stock, millions of annual accidents, rising repair costs, and evolving automotive technology, with an estimated annual market value of 300 to 500 billion yuan [4]. - Accident vehicle repairs typically involve significant parts replacement and labor, with profit margins generally higher than routine maintenance, accounting for approximately 60% of after-sales profits [4]. - The relationship with insurance companies and the number of retained customers are crucial for profitability in the accident repair sector, as better relationships lead to more repair referrals [4]. Group 2: New Service Offerings - Zhongsheng Automotive has launched an "Accident Vehicle Differential Compensation" service, providing financial incentives for customers to replace vehicles at their dealerships after accidents [5]. - Other companies, including Wanjie, BYD, Xiaomi, and Zeekr, have introduced similar service packages with comparable conditions, emphasizing the need for customers to return to authorized centers for repairs [5][6]. - The introduction of these service packages is seen as a defensive strategy against insurance companies, aiming to reclaim control over repair flow and customer retention [6][10]. Group 3: Consumer Implications - The new service packages, akin to GAP insurance, provide additional financial protection for vehicle owners, particularly beneficial for high-end vehicle customers [7][8]. - While these packages offer immediate benefits to consumers, they may also limit consumer choice, as customers must return to authorized service centers to access the promised benefits [9]. - The potential for increased repair wait times and restrictive service terms may arise as consumers become more dependent on these packages [9]. Group 4: Future Trends - The competition in the accident vehicle repair market is expected to shift from price-based to data and standard-based competition, leading to a polarization where leading manufacturers dominate high-value repairs [10][11]. - Independent repair shops may struggle unless they develop specialized skills or strong community ties, potentially relegating them to lower-margin services [11]. - The trend towards "financialization" of services is anticipated, with standardized repair services evolving into financial products, and subscription-based repair services may emerge in the future [11].

Core Insights - The automotive market in China is transitioning from a growth phase to a saturation phase, with a projected vehicle ownership of 366 million by 2025, including 43.97 million new energy vehicles [1] - The rise of the automotive aftermarket is supported by this transition, as evidenced by discussions at the 2026 New Energy Aftermarket New Ecology Conference in Chongqing [1] Group 1: Market Dynamics - The shift in focus from manufacturing to the aftermarket services is evident as the automotive market matures, particularly in Chongqing, which is positioning itself as a hub for smart connected new energy vehicles [3] - Chongqing's government is actively developing a modern manufacturing system and integrating the automotive supply chain, including components, vehicles, and aftermarket services [3][4] - The city is enhancing its vehicle maintenance and service capabilities, encouraging the establishment of service networks and improving digital service offerings [4] Group 2: Industry Opportunities - The expected increase in new energy vehicle ownership to over 120 million by the end of the 14th Five-Year Plan presents significant market opportunities, with the service industry projected to grow from 1.9 trillion yuan in 2024 to 5 trillion yuan by 2030 [6] - The automotive aftermarket is evolving to emphasize diverse revenue models, including maintenance and ancillary services, driven by consumer demand for cost-effective and convenient solutions [7][9] Group 3: Technological Integration - AI technology is anticipated to play a crucial role in transforming the automotive aftermarket, enabling smarter service delivery and operational efficiencies [8] - The integration of AI will facilitate the development of algorithm-driven services, enhancing user experience and operational capabilities in the aftermarket [8] Group 4: Regulatory and Policy Framework - The automotive modification industry is gaining traction, supported by evolving policies that shift from restrictive to supportive frameworks, thus fostering high-quality development [9][11] - The industry is expected to undergo significant restructuring in terms of policies, technology, and ecosystem collaboration to adapt to new market demands and technological advancements [11]

Core Viewpoint - The Chinese new energy vehicle market continues to surge in 2025, with Changan Automobile achieving a total sales volume of 2.913 million units, marking a nine-year high, and the new energy vehicle segment experiencing explosive growth of 51% [1] Group 1: Sales Performance - Changan's new energy strategy, particularly through its brand Changan Qiyuan, saw sales surpassing 400,000 units in 2025, despite facing challenges such as high-end positioning setbacks and product quality issues [1][3] - The overall sales figure of 411,000 units for Changan Qiyuan appears impressive but reveals structural issues that could hinder sustainable growth [8][9] Group 2: Product Strategy and Positioning - Changan Qiyuan's product strategy is fundamentally flawed due to unclear brand positioning, leading to internal competition among models with overlapping features and price ranges [3][4] - The flagship model E07, priced between 199,900 to 319,900 yuan, failed to meet market expectations, resulting in sales of less than 1,000 units in 2025 [4][5] - The internal model overlap and lack of differentiation have created confusion among consumers and challenges for dealers [4][5] Group 3: Innovation and Technology - Changan Qiyuan's technological innovation is lagging behind industry leaders, with only one model featuring advanced driving assistance systems, while others remain at a basic level [6][7] - The brand's reliance on external suppliers for battery technology and lack of proprietary advancements have hindered its competitive edge [6][7] - The innovation approach appears reactive rather than proactive, failing to address critical user needs and market trends [7] Group 4: Market Challenges - The sales structure is heavily reliant on a few models, with the Lumin electric vehicle accounting for 39% of total sales, indicating vulnerability to market fluctuations [8][9] - The disconnect between sales targets and actual performance suggests that growth is primarily driven by low-cost models rather than breakthroughs in higher-end markets [9][10] - The challenges faced by Changan Qiyuan reflect broader issues within traditional automakers transitioning to new energy vehicles, emphasizing the need for a return to core user value [9][10]

编前：告别了年产销量超3400万辆、再创历史新高的2025年，我国汽车市场在2026年毫无争议地跨入存量时代，如何扭转认知、平衡心态、调整策略、谋 划新篇，与产业在高质量轨道上稳步同行，是每一位汽车从业者必须直面的课题。为此，本报策划了"通往车市微增长的生存之道"系列报道，诚邀行业人士 畅谈深耕存量市场的思考与实践。 2026年或成中国汽车产业分水岭，正在逐渐成为行业共识。近来，行业机构对车市的预判均透露出审慎的信号。中汽协预测，2026年中国汽车市场总销量为 3475万辆，同比增长1%；其中乘用车市场销量为3025万辆，同比增长0.5%。车百会预计，全年国内车市销量约为2820万辆，同比增长2%，其中新能源汽车 销量有望达到2000万辆。 "在汽车行业变革、新旧动能转换加速的背景下，中国车市正在进入一个高销量、微增长的新阶段，给行业及企业带来了一系列新的挑战。"中国汽车流通协 会副秘书长郎学红在接受《中国汽车报》记者采访时认为，不久前的中央经济工作会议确定了2026年"稳中求进、提质增效"的总基调，从行业现实看，如何 在较高的销量基数上、更为激烈的市场竞争压力下破局生存并实现稳健、高质量发展，是整个行业共同 ...

"方盒子"车作为越野风格SUV的代表车型之一，近些年在市场上热度高涨。在追求汽车造型个性化的今天，"方盒子"车持续走俏，这足以说明它拥有众多拥 趸。在市场的追捧下，它也对其他品类车型的造型风格产生了一定影响。然而，也有业内外人士对"方盒子"车"吐槽"，甚至有人将这种现象比作"围城"，一 些人想要进入，另一些人却想要离开。 新车不胜枚举 很多人留意到，新年伊始不足1个月，已有多款"方盒子"车上市。一些车企推出了迭代或新款"方盒子"车，吸引了消费者的注意力。 围绕"方盒子"车，市场也有一些反馈。消费者武玮表示："如今市场上的新能源'方盒子'日益增多，而且在智能化、电动化方面的亮点也越来越多。"确实如 消费者所说，越来越多的"方盒子"车配备了2级驾驶辅助系统，让驾驶变得更加轻松、便捷，也为用户带来了前所未有的驾驶体验。消费者马骅则认为，"方 盒子"车具备诸多优点，如其驾驶视野比轿车更为开阔。由于车身较高，驾驶者坐在驾驶座上，前方和侧方的视野范围更广，能更早察觉前方的路况和障碍 物。 近期有机构调研显示，在中大型"方盒子"车用户中，家庭用户占比超过82%，成为这一细分市场的主导消费群体。而且，家庭用户对车型的安全性、 ...

2025年，二手车市场用2010.8万辆的年交易量，为国内汽车市场的规模扩张时代画上句点。站在2000万辆的新起点，中国二手车行业不仅要看到过去的成 绩，更要看到当下的变化与未来的机遇。增速的连年回落、新能源二手车的快速崛起、竞争格局的悄然变化，都在告诫着所有二手车从业者，行业真正的变 革刚刚拉开帷幕。 告别"散户"时代 规模化、品牌化趋势明显 据中国汽车流通协会副秘书长郎学红介绍，年交易2000万辆的成绩之下，不仅是二手车市场规模的不断扩大，更是二手车行业市场格局的持续变化，独立车 商和平台的规模化发展格外凸显。 2025年，多家头部二手车商、二手车平台加快布局连锁经营，二手车市场品牌化发展趋势日渐明显。其中，卡泰驰开放加盟规模化拓展，线下直营及加盟门 店累计已突破100家，单店月销从100辆跃升至300~500辆，实现2025年全年共交付车辆6.5万辆，在库车源1.5万余辆，营收GMV（商品交易总额）超180亿 元。帅车则聚焦超级门店线下布局，在杭州、郑州等多地先后打造二手车品牌MALL。其杭州超级门店单月销量便突破3900辆，全年销量超2.5万辆。 与此同时，多家二手车平台也在加速线下门店的落地。优信先 ...

尽管全球电动化是大势所趋，但在不同区域的发展并不均衡，甚至有些地方出现了停滞。因此，在 这样的背景下，LG能源解决方案（LG Energy Solution，简称LGES）迈出的新一步收购案就引起了大众 的关注。 近日，LGES宣布，将收购Stellantis持有的加拿大电池合资企业NextStar能源公司49%股权，从而实 现对该公司的全资控股。 突然宣布的收购案 据报道，NextStar能源公司成立于2022年3月，位于安大略省温莎市。其由LGES与Stellantis共同出 资设立，各自股比分别为51%和49%，旨在建设加拿大首座大规模电动汽车动力电池制造工厂。截至目 前，该项目已投入超50亿加元，现有员工逾1300人，长期规划产能达产后员工规模将提升至2500人。 此次，根据双方协议，股权结构调整系两家股东经协商一致作出的战略性决定，决策过程充分征询 了NextStar能源管理层意见，以保障过渡平稳，并强化企业长期增长与投资前景。 据悉，该交易完成后，Stellantis将不再持有NextStar能源股权，但将继续作为其重要客户，持续采 购其动力电池产品。 在新所有权结构下，NextStar能源将依托 ...

Group 1: Domestic News - During the Spring Festival holiday, the charging volume for new energy vehicles is expected to reach a historical high, with a daily peak exceeding 34 million kilowatt-hours, representing a 17% year-on-year increase [2] - The National Development and Reform Commission projects that by 2025, the ratio of total social logistics costs to GDP will decrease to 13.9%, marking the lowest level since records began [3] - Fujian province aims to enhance its manufacturing pillar industries and cultivate strategic emerging industry clusters such as new energy and optoelectronic information [4] - Shanghai plans to establish 500 advanced smart factories and aims for an industrial robot application density of 600 units per 10,000 people during the 14th Five-Year Plan period, focusing on new sectors like smart terminals and commercial aerospace [5] Group 2: International News - Germany's industrial output is projected to decline by 1.1% in 2025, marking the fourth consecutive year of decline, primarily due to weak automotive production [6] - The semiconductor industry is expected to reach a total sales figure of $791.7 billion in 2025, with a projected growth of 26% in 2026, indicating a rapid approach to the $1 trillion milestone [8] - Tesla is evaluating multiple sites in the U.S. to expand its solar battery manufacturing capacity, targeting an annual production capability of 100 gigawatts within three years [9] - LG Energy Solution plans to acquire a 49% stake in the joint venture NextStar Energy from Stellantis, ending their partnership [10] Group 3: Corporate News - Changan's brand leaders for the Inertia and Deep Blue brands have swapped positions, with the new leaders taking charge of brand communication strategies [11] - Xiaomi has introduced TacRefineNet, a tactile-driven robot model capable of achieving millimeter-level precision in object manipulation without relying on visual input [12] - Dong'an Power reported a 2.44% year-on-year increase in engine sales for January 2026, with a total of 47,400 units sold [13] - BAIC's Arcfox brand will soon announce the name of its first high-end MPV, following a naming campaign that received over 8,000 proposals [14] - Seres announced the divestiture of Blue Electric, forming a new company with the local government and other investors to enhance capital [15]

国家工信部公示了第404批《道路机动车辆生产企业及产品公告》，全新腾势D9 EV版正式亮相。 新车换装了全新前脸设计，整体设计与DM-i前脸相似。动力部分，新车换装340kW高性能电机，续航 也大幅升级。 ...