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他们争论何为豪华,捷豹路虎忙着打造379万的高定限量车
汽车商业评论· 2025-05-20 23:34
Core Viewpoint - The article discusses the significant transformation in the automotive industry, highlighting Jaguar Land Rover's (JLR) successful financial performance amidst challenges, driven by strategic brand restructuring and a focus on high-value models. Financial Performance - JLR reported its best profit record in nearly a decade for the fiscal year 2024/25, with global revenue of £29 billion, remaining stable compared to the previous year, and a pre-tax profit of £2.5 billion, up 15% year-on-year, achieving an EBIT margin of 8.5% [4][7] - The company achieved a positive net cash position of £278 million, marking a significant financial milestone [4] - The growth in pre-tax profit is attributed to strong sales of high-value brands such as Range Rover, Range Rover Sport, and Defender, with Defender achieving record sales of over 115,000 units, a 0.7% increase year-on-year, and Range Rover Sport sales rising by 19.7% [4] Strategic Initiatives - JLR's CEO Adrian Mardell emphasized the importance of product innovation, with the Defender model achieving historical sales highs and the upcoming launch of the all-electric Range Rover [5] - The company's "Reimagine" global strategy and "Brand Repositioning" initiative, launched four years ago, are beginning to show positive results, as evidenced by the recent financial performance [7] Market Dynamics - In the challenging Chinese market, where the overall mid-to-large SUV segment declined by 19%, the Range Rover brand saw a 6% increase in sales, maintaining its position as the top seller in the ultra-luxury SUV market [8] - The Range Rover brand achieved sales of 19,825 units, surpassing the combined sales of its competitors in the same segment [8] Brand Repositioning - JLR's brand restructuring into four distinct brands (Range Rover, Defender, Discovery, and Jaguar) has proven successful, countering initial skepticism and demonstrating the effectiveness of targeted market strategies [8][16] - The company focuses on creating a luxury experience that resonates with customers, emphasizing the importance of heritage and exclusivity in luxury branding [12][15] Product Development - JLR plans to launch a new high-end Range Rover SV model, integrating traditional Chinese cultural elements, with a limited release of only two units priced at £3.795 million [9][10] - The company is cautious in its approach to electric vehicle (EV) development, ensuring that new EV models meet high-performance standards and customer expectations before market introduction [20][21] Customer Engagement - JLR has seen an increase in customer engagement, with average in-store visit times rising from 45 minutes to over an hour, indicating higher sales opportunities [18] - The company is committed to understanding customer needs in the luxury segment, focusing on delivering tailored experiences and products that resonate with their clientele [21]
全球第六大汽车市场,会是中国车企的舒适区吗?
汽车商业评论· 2025-05-19 13:15
撰 文 / 路 行 设 计 / s h e i i y 20世纪90年代中期开始,巴西被视为世界上最有潜力的汽车市场之一,德国的奔驰、大众,美国的福特、通用,意大利的菲亚特、依维柯,法国的标 致-雪铁龙和雷诺等众多厂商前往投资扩产。 2021年,福特宣布关闭在东北部的巴伊亚州卡马萨里投资12亿美元建立、运营了20年的工厂,这座曾经繁荣的巴西小镇的数千名工人陷入了恐慌。当 时正值疫情中期,小镇的街道变得异常空旷,许多家庭干脆选择离开,去别处找工作。 ↓巴西巴伊亚州卡马萨里街头的福特和比亚迪经销商(图片来源:美联社) 中国人来了。 近年来,中国汽车企业积极拓展海外,巴西作为拉美地区最大的汽车市场,正成为中国车企布局的重要战略高地。随着巴西总统近期访华并与中国车 企高层会面,双方在新能源汽车领域的合作将进一步加深。 据中巴商业资讯网报道,2024年,至少8家中国汽车制造商在巴西进行市场调研,部分项目已顺利落地。吉利与雷诺达成协议,将在巴拉那州圣若泽 杜斯皮尼亚伊斯生产电动车;广汽宣布计划投资超10亿美元在巴西建厂。进入2025年,汽车产业链配套企业、零部件制造商也纷纷跟进,寻求与巴西 本地企业合作。 车企的巴西 往 ...
不到2万美元,订单超10万,贝索斯的电动小皮卡能火吗
汽车商业评论· 2025-05-19 13:15
Core Viewpoint - Slate Auto aims to disrupt the high pricing trend of electric vehicles by introducing an affordable electric pickup truck, the Slate Truck, with a starting price of approximately $27,000, which can drop to $19,900 after federal subsidies [5][19]. Group 1: Product Features - The Slate Truck is a compact two-seat pickup with a base model featuring a 52.7 kWh battery, targeting a range of 240 km, while a higher model with an 84.3 kWh battery aims for 385 km [7]. - The truck's dimensions are 4435 mm in length, 1793 mm in width, and 1760 mm in height, making it smaller than competitors like the Toyota Hilux and Ford Maverick [7]. - The base model includes minimal features such as manual fabric seats and a small screen, appealing to consumers who prioritize practicality over advanced technology [8]. - Slate offers over 100 optional accessories for customization, including a removable SUV conversion kit, allowing the truck to transform from a two-seat pickup to a five-seat SUV [10]. Group 2: Market Positioning - Slate Truck targets the lower end of the market, focusing on small businesses and consumers needing practical vehicles rather than luxury models [17]. - The truck's post-subsidy price is significantly lower than competitors, with typical electric pickups priced above $40,000, making it an attractive option for budget-conscious buyers [19]. - The modular design and customization options cater to a growing demand for affordable electric vehicles in commuting and light commercial scenarios [21]. Group 3: Financial Backing and Strategy - Slate Auto has secured substantial funding, completing a $111 million Series A round and a $589 million Series B round, with investments from notable figures including Jeff Bezos [27][29]. - The company's revenue model focuses on low initial vehicle prices to attract customers, with plans to generate profit through add-on components and services, aiming for a balance point by 2027 [31][33]. Group 4: Challenges and Market Outlook - Slate faces challenges such as production capacity, brand trust, and competition from established automakers like Ford and GM, which have robust manufacturing and distribution networks [36][38]. - Despite these challenges, the growing demand for electric light commercial vehicles presents an opportunity for Slate Truck to capture market share from traditional manufacturers between 2026 and 2030 [39].
争抢“专用车之都”
汽车商业评论· 2025-05-18 13:31
Core Viewpoint - The article highlights the significant development and strategic importance of the specialized vehicle industry in Suizhou and Shiyan, Hubei Province, emphasizing their roles as major production bases and the ongoing efforts to enhance their competitiveness in the market [4][5][12]. Group 1: Suizhou's Specialized Vehicle Industry - Suizhou, known as the "Capital of Specialized Vehicles," produces one out of every ten specialized vehicles in China, with an annual output value exceeding 60 billion yuan [4]. - The city has over 270 automotive and parts companies, capable of producing more than 7,000 models across eight major categories, filling over 40 market gaps [4]. - In 2024, Suizhou's specialized vehicle output is expected to grow by 8%, with over 150,000 units produced and a doubling of export value to over 300 million USD [4]. Group 2: Shiyan's Strategic Position - Shiyan is recognized as a key player in the specialized vehicle industry, focusing on high-end intelligent vehicle development and aiming to become a top production base [5][8]. - The city has 12 complete vehicle manufacturers and over 3,167 parts suppliers, producing more than 1,100 vehicle models and 4,000 parts [7][10]. - In 2024, Shiyan's specialized vehicle production is projected to reach 60,000 units, with a 15.7% increase, and an expected output value exceeding 45 billion yuan [10][17]. Group 3: Industry Growth and Innovation - The specialized vehicle industry is experiencing rapid growth driven by increased public investment in infrastructure, healthcare, and transportation, alongside a push for high-end, intelligent, and green vehicles [12][18]. - Shiyan aims to create a 100 billion yuan specialized vehicle industry cluster by 2027, with a focus on innovation and integration across various sectors [13][17]. - The city is actively promoting the integration of specialized vehicle production with emergency response and special equipment sectors, enhancing its competitive edge [18].
哪些车企许下承诺又反悔了
汽车商业评论· 2025-05-18 13:31
编 译 / 钱 亚 光 设 计 / 张 萌 来 源 / d r i v i n g . c a b y J i l M c I n t o s h 你是否曾说过:"我永远都不会那样做!"然后你还是这么做了,还得面对那些话所带来的后果?如 果你有过这样的经历,那你绝不是唯一一个这样的人。而且就这一点而言,与你情况类似的汽车制 造商也不在少数。 ↓2024 法拉利Purosangue 图片来源:FERRARI 例如,英国超级跑车制造商迈凯伦(McLaren)多年来一直宣称,它绝不会像其他所有汽车制造商 那样投身于SUV的热潮之中,因为该公司最初就是作为一家赛车运动公司创立的。但所有权的变更 最终扭转了这一局面,迫使这家著名的品牌走出了以往从未涉足的领域。 由于他们都没有"透视眼",汽车制造商通常会综合考虑消费者趋势、法规、畅销产品等因素来预测 未来的产品走向,还会结合一些直觉判断。有时这种预测效果非常好,但有时情况就并非如此了 ——以下是一些汽车制造商曾自信地做出未来产品预测,但随后却完全改变主意的例子。 劳斯莱斯:"我们永远不会卖电动汽车" ↓2011 年劳斯莱斯 102EX 图片来源:Rolls-Royce ...
“新车白菜价,二手车都不会这么低!”
汽车商业评论· 2025-05-17 12:01
撰 文 / 牛 一 龙 设 计 / 张 萌 "哥,这个车可是新车,才2.68万元,简直是白菜价,买个二手车都不会这么低!"一位销售顾问有 些生气地对一位中年男性看车者说。 这是5月15日在武汉国际博览中心(简称国博)开幕的第二十三届华中国际汽车展览会暨新能源·智 能网联汽车展览会(简称2025华中车展)上汽荣威展台上发生的一幕。 上汽荣威主打"上汽大厂 品质保障"。全新荣威i5推出国/省补贴后一口价2.68万元起的优惠活动。国 补(国三报废更新补贴)、省补(湖北省置换补贴)的叠加使得全新荣威i5的价格大幅下降,从厂 商指导价6.89万-9.09万元降至2.68万元(国补)起。如果不符合国补而采用省补的则将降至3.48万 元起,优惠幅度巨大。 这款设计时尚、轴距达2680mm能够满足家庭日常使用的需求的燃油车,搭载1.5L自然吸气发动 机,匹配5挡手动或CVT无级变速箱,百公里综合油耗较低。 对于消费者来说,以如此低的价格可以买到一款全新的紧凑型轿车,不仅节省了购车资金,还能享 受到新车的品质和售后服务。这是多数参观者或意向购车者"既要更要还要"的心态。 如果购买电动车,荣威纯电D6、iMAX8DMH插混价格相 ...
印巴空战与吉利整合
汽车商业评论· 2025-05-17 05:49
撰 文 / 刘 宝华 设 计 / 张 萌 5月最吸引全世界目光的是印巴冲突。 7日凌晨进行的空战,巴基斯坦以战斗机0:5的战损比碾压印度,在随后的导弹、无人机对攻中,巴 基斯坦也获得压倒性优势。 此前"军事实力占优"的印度被全程吊打,毫无还手之力,全球军事观察家公认的核心原因是印度的 武器库豪华但杂乱,法国阵风、俄罗斯苏30、美国阿帕奇、以色列预警机、美国导航系统,数据链 互不兼容,武器之间相互割裂,连战斗机油料标准都不一样。 反观巴基斯坦,全套中国装备,从歼-10CE战斗机、霹雳-15中距导弹到ZDK-03预警机、北斗卫星 定位系统、红旗-9防空系统,整套数字化空战体系通过数据链实时共享战场信息,无缝衔接、快速 反应、各司其职、精准打击,与印度作战方式形成代差优势。 经此一战,中国先进武器第一次在实战中证明实力。这一战也让全世界看清了,现代战争早已不是 单一武器的比拼,而且体系间的竞争。 商场如战场。 2024年9月,吉利控股集团董事长李书福在台州发布《台州宣言》,核心内容是"战略聚焦、战略整 合、战略协同、战略稳健、战略人才"五大举措,其方向就是聚焦体系化。 之后落地动作不断,几何品牌并入吉利,极氪与领克 ...
赔付率高达103.3%,特斯拉的保险业务陷入困境
汽车商业评论· 2025-05-15 14:32
编 译 / 钱亚光 设 计 / 张 萌 来 源 / i n si d e e v s. c o m , w w w. w e b p r o n e w s. c o m 目前,由于安全问题多、维修费用高,新能源汽车上保险已经成为令车主们头疼的烦恼。很多国内 电车车主反映,要么保费比油车高很多,要么保险公司对一些车型拒保。为了应对这个问题,特斯 拉率先自己推出了UBI保险业务(不过目前主要在美国本土开展),国内比亚迪、蔚来、小鹏等公 司也设立了自己的保险公司。 自 2019 年在加利福尼亚州推出以来,特斯拉的保险业务已扩展至 16 个州。该公司的保险产品最初 被宣传为一种利用特斯拉对自身车辆的直接了解以及驾驶数据来为车主提供更具竞争力价格的手 段。 特斯拉当时的想法很美好,利用车主的真实驾驶数据,对于那些驾驶行为良好的车主,收取更低的 保费,加上Autopilot辅助驾驶系统的帮助,特斯拉出事故概率理论上就是比其他车要低。 这种情况持续几年了,2022年行业平均年赔付率80.1%,特斯拉是116.6%;2023年行业平均值 75.4%,特斯拉是114.7%,在2024年,特斯拉保险子公司的赔付率为 103.3 ...
红外热成像:智能汽车的“全天候之眼”
汽车商业评论· 2025-05-15 14:32
撰 文 / 玖 零 设 计 / 张 萌 在汽车产业向智能化、网联化转型的浪潮中,红外热成像技术正从高端车型的"奢侈品"逐步蜕变成 为智能化的核心标配。这项诞生于军事领域的"黑科技",凭借其独特的热辐射感知能力,正在重新 定义汽车在复杂环境下的安全边界。据统计,全球汽车红外热成像市场规模预计将从2024年的20亿 美元增长至2030年的65.9亿美元,年复合增长率超过20%。这一增长曲线的背后,是技术突破、市 场需求与产业生态的深度共振。 ↓红外热成像 技术突破与产业升级:从实验室到量产车的跨越 红外热成像技术的底层逻辑,是通过捕捉物体自身发出的红外辐射(波长8-14μm)来生成温度分 布图像。与依赖可见光的传统摄像头不同,它能在完全黑暗、强光眩光、雨雾沙尘等极端环境下保 持稳定工作。这种"被动成像"特性,使其成为智能驾驶感知层的关键补充。 早期车载红外设备普遍采用制冷型探测器,虽灵敏度高但体积庞大、成本昂贵——单只探测器曾高 达60万元。随着非制冷型探测器技术成熟,成本大幅下降至几百元。例如,高德红外研发的12μm 非制冷探测器已实现前装量产,而睿创微纳推出的6μm芯片更将分辨率提升至1920×1080,达到 ...
奥迪计划出售旗下Italdesign设计公司,以节省开支
汽车商业评论· 2025-05-14 15:14
Core Viewpoint - Audi, a subsidiary of Volkswagen Group, is selling its Italian design and engineering company Italdesign as part of a major cost-cutting initiative amid challenges in the automotive industry, raising concerns about the future of this iconic company [2][4]. Group 1: Company Overview - Italdesign was founded in 1968 by renowned designer Giorgetto Giugiaro and his partner Aldo Mantovani, known for its significant contributions to automotive design [9]. - The company has designed historically impactful models, including the first-generation Volkswagen Golf, original Audi 80, Lotus Esprit, and several Fiat models [12]. - Italdesign was fully acquired by Volkswagen Group in 2015, having initially purchased 90.1% of the company in 2010 [17]. Group 2: Financial Performance - In the first quarter of the year, Audi's operating profit margin dropped to just 1.5% [6]. - Italdesign reported assets of €286 million, revenue of €145 million, and a profit of €20 million in 2023, with 85% of its revenue dependent on Volkswagen Group [18]. Group 3: Market Context and Challenges - The decision to sell Italdesign comes as Volkswagen faces transformation challenges, with increasing competition from Chinese automakers and a struggling European market [4]. - Audi plans to cut up to 7,500 jobs in Germany by 2029 to save €1 billion annually [6]. Group 4: Potential Buyers and Industry Trends - There is interest from multinational engineering companies outside the automotive sector, with speculation that Chinese firms or private equity investors may consider acquiring Italdesign [6][19]. - The potential sale of Italdesign reflects broader trends in the automotive industry, as other iconic design firms like Bertone and Pininfarina have also undergone ownership changes in recent years [19].