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最便宜的奔驰车,又“续命”两年
汽车商业评论· 2025-07-21 14:54
设 计 / 张 萌 四个月前,"奔驰A级停产"的话题还在社交媒体上引发一片唏嘘,被不少人视为"一个时代的终 结"。 当所有人都以为这款"最便宜的奔驰"即将谢幕时,剧情却在最近迎来大反转。 2025年7月18日,据外媒报道,梅赛德斯-奔驰内部消息人士透露,公司决定给A级"续命"——将原 定于2026年的停产计划推迟两年,生产延续至2028年。 奔驰生产主管约尔格·布尔泽(Jörg Burzer)随后证实了这一决定,但也明确表示:这将是A级车 的"最后一轮生产"。 作 者 / 莫 莉 编 辑 / 黄大路 这意味着,包括A级轿车在内的多款紧凑车将被淘汰,未来销售重心将集中在全新的MMA (Mercedes-Benz Modular Architecture)平台上。 这些发声,被外界视为豪车品牌对低端市场的彻底弃守。沉默之后的突然转折来得让人颇为意外。 根据奔驰公布的规划,停产后的入门级车型接班人将是基于MMA平台的CLA轿车。 奔驰已宣布2026年将在拉施塔特工厂投产下一代CLA轿车,该车将率先推出混动和纯电版本,同时 还会推出猎装版(CLA Shooting Brake),并研发替代GLA的小型SUV。 这场戏 ...
冰箱彩电大沙发,加长特斯拉还是不跟
汽车商业评论· 2025-07-21 14:54
撰文 / 张霖郁 编辑 / 黄大路 设计 / 柴文静 "加长的6座版Model Y不会有冰箱彩电大沙发。"位于北京北五环外的一家特斯拉直营店工作人员告诉《汽车商业评论》。 他说:"也不会像国内品牌这么舒适。如果客人想买特斯拉,但又想要其他品牌的冰箱彩电,我们会建议客人改装,其实顶多再花3万元,即便这样,整 个车价也没超过30万元,同时你还拥有了特斯拉的三电系统。" 这位工作人员继续解释道:"特斯拉绝不可能在二排安装屏幕,我们考虑的是万一出现交通事故,这个配置会增加额外伤害。特斯拉首要考虑的是安 全,大部分成本都放在这上面,所以不会有那些配置。另外,有些配置比如秒变大床,一年能用几次?为了使用频率这么低的需求增加成本,不是特斯 拉的风格。" 2025年7月16日,特斯拉官宣Model Y加长版,官宣形式简单到只有两张照片以及寥寥三字"金秋见"。 这个时间刚好在乐道L90预发布之后的第7天,离理想i8的7月29日发布会还差13天。这一消息多少让乐道和理想承压,准确地说,是让整个纯电中大型 SUV品类里的竞品感受到了压力。 实际上,中国品牌之间的竞争也已经是刺刀见红。 乐道L90于7月10日在合肥完成预售发布会,预 ...
《人民日报》头版“任正非”之后,为什么是“魏建军”?
汽车商业评论· 2025-07-20 15:52
Core Viewpoint - The article emphasizes the significance of Great Wall Motors under the leadership of Wei Jianjun, highlighting its commitment to "technology-driven enterprise" and alignment with national strategies for high-quality manufacturing and a healthy industrial ecosystem [4][11]. Group 1: Industry Context - Great Wall Motors is positioned as a benchmark in the automotive industry, showcasing a dual-driven model of "global layout + technological innovation" that serves as a reference for industry transformation [4]. - The automotive sector is currently facing a price war, and Great Wall Motors' refusal to engage in such practices is reshaping the competitive landscape of the Chinese automotive industry [11][14]. Group 2: Leadership and Vision - Wei Jianjun is portrayed as a "guardian of healthy industry development," akin to Ren Zhengfei in his long-term vision and technological focus, emphasizing responsibility over market trends [5][9]. - His critiques of the "bloodletting" price war have been validated by subsequent government policies aimed at regulating competition in the automotive market [10][11]. Group 3: Commitment to Quality and Innovation - Great Wall Motors has established a comprehensive quality management system, achieving high standards in product quality, as evidenced by multiple certifications [25]. - The company has invested nearly 10 billion in building a leading experimental system, which includes the first safety testing lab and various other innovative facilities [26][29]. Group 4: Global Expansion and Market Presence - Great Wall Motors has successfully expanded its operations globally, with over 1,400 overseas sales channels and cumulative sales exceeding 2 million units [20]. - The company is recognized for its ecological export model, with significant praise from international leaders and plans for new factories in key markets [21]. Group 5: Long-term Strategy and Corporate Responsibility - The company's long-term strategy is characterized by a commitment to quality, innovation, and social responsibility, as demonstrated by its substantial investments in employment and community initiatives [30]. - Great Wall Motors' approach reflects a philosophy of "doing the right thing" rather than "doing easy things," which is essential for the sustainable development of the automotive industry [24].
捷豹“粉色硬汉”,爽约了
汽车商业评论· 2025-07-20 15:52
Core Viewpoint - Jaguar Land Rover has announced a delay in the launch of two electric vehicle models to allow for more testing time and to wait for a rebound in market demand [3][9][10]. Group 1: Delay in Electric Vehicle Launch - The launch of the all-electric Range Rover, originally scheduled for late 2025, has been postponed to 2026 [3]. - The production start date for the first mass-produced Jaguar electric vehicle, "Type 00," has been set for August 2026, with a second model potentially delayed until December 2027 [3][9]. - The decision to delay is attributed to the need for longer validation periods for these models, as they are Jaguar Land Rover's first fully self-produced electric vehicles [4][8]. Group 2: Market and External Challenges - The postponement is influenced by external factors, including a 25% import tariff on vehicles imposed by the U.S. government, which has negatively impacted Jaguar Land Rover's overseas sales [9][12]. - The company reported a 10.7% decline in sales in the first quarter after halting exports to the U.S. [9]. - Jaguar Land Rover is also focusing on reducing costs and managing existing inventory while reassessing its global supply chain [13][14]. Group 3: Strategic Adjustments and Future Plans - The company has initiated a voluntary redundancy program for 500 management staff to enhance cost efficiency [14]. - Jaguar Land Rover aims to fully electrify its model lineup by 2030, with a strategic focus on brand image and new product development [16][19]. - The new logo for the Range Rover brand has been introduced, reflecting a commitment to a strong brand identity [16]. Group 4: Infrastructure and Technological Developments - Jaguar Land Rover is actively involved in electric vehicle infrastructure projects, including battery recycling and smart charging initiatives [25][26]. - A pilot project with ev.energy aims to optimize charging costs and energy efficiency for Jaguar I-PACE vehicles [26][27]. - The Tata Group's battery factory in Somerset is expected to start production in Q4 2027, aligning with Jaguar Land Rover's electric vehicle production schedule [28]. Group 5: Industry Context and Strategic Positioning - The delay in new vehicle launches is viewed as a strategic advantage, allowing the company to avoid rushing into the market amid quality concerns affecting other manufacturers [29][30]. - Jaguar Land Rover's cautious approach reflects its commitment to maintaining high standards of design, performance, and quality in its electric vehicle offerings [10][30].
魏建军叹气的中国足球,比亚迪抄底了
汽车商业评论· 2025-07-19 15:34
撰文 / 温 莎 编辑 / 黄大路 设计 / 柴文静 尽管踢球水平已经沦落为"亚洲三四流",可也不全是坏消息。 7月18日,上海联合产权交易所发布公告:比亚迪汽车销售有限公司获得中国足协中国之队官方合作伙伴(汽车类)权益招商项目。这标志着,比亚迪 与国足正式达成合作。 中国男足又输了。 7月12日晚,中国男足在2025年东亚杯足球赛第二轮比赛中0比2不敌日本队。央媒失望的写道,14亿人的足球梦,何时才能不再被嘲讽与失望填满?要 知道,国足上次赢日本还是1998年。 7月7日晚,韩国龙仁体育场,中国男足在东亚杯揭幕战中0比3完败韩国队,全场零射正、控球率44%,被韩媒称为"小学生与职业队的差距"。这是国足 自1999年以来首次在正式比赛中全场零射正,也是对阵韩国的6连败。 接下来,比亚迪每年会为中国之队提供约1500万元赞助,5年一共7500万元。 比亚迪这波操作引发了网友的讨论,国足在赛场上的糟糕表现,正导致商业价值的大幅缩水。过去,中国之队高级合作伙伴的报价为3000万~5000万 元,这次比亚迪的赞助可谓性价比拉满。 "国足这个费用实在是很低,1500万,比以前打了4折。对车企来说,这笔营销费用并不高,毕 ...
含华量最高的越野车来了
汽车商业评论· 2025-07-18 13:02
Core Viewpoint - The article discusses the launch of the Dongfeng Warrior M817, a luxury smart off-road SUV that integrates advanced Huawei technology, marking a significant shift in the Chinese off-road vehicle market towards electrification and intelligence [2][32]. Pricing and Market Position - The M817 is priced at 329,900 yuan for the Pro version and 359,900 yuan for the Max version, which is significantly lower than competitors like the imported Land Rover Defender (688,000 yuan) and Toyota Prado (449,800 yuan) [3][4]. - The pre-sale results were impressive, with 5,257 units ordered within 30 minutes and 9,713 units within an hour, indicating strong market interest [4]. Technological Integration - The M817 is described as the first smart off-road vehicle fully integrated with Huawei's technology, featuring five core technologies including ADS 4, Harmony cockpit, and Whale Fin communication [6][8]. - The vehicle includes a 15.6-inch Huawei smart screen, multiple control screens, and advanced voice recognition capabilities [10]. Performance and Capabilities - The M817 features a powerful hybrid engine with a total power output of 505 kW and a torque of 848 N·m, achieving 0-100 km/h in 5.2 seconds [21]. - It has a comprehensive range of driving modes and advanced off-road capabilities, including a minimum ground clearance of 333 mm and a maximum wading depth of 900 mm [23][24]. Safety Features - The vehicle is equipped with a comprehensive safety system that includes a high-strength body structure and advanced collision avoidance technologies [26][28]. - The M817's safety battery is designed to withstand extreme conditions, ensuring reliability during off-road adventures [30]. Market Impact and Future Outlook - The launch of the M817 represents a significant advancement in the luxury electric off-road segment, positioning Dongfeng Warrior as a leader in the smart off-road vehicle market [35][38]. - The article suggests that the M817 will redefine the standards for smart off-road vehicles in China, paving the way for greater adoption of intelligent technologies in the off-road segment [39].
雷军尚未入局的风口,如今厮杀正酣
汽车商业评论· 2025-07-18 05:32
Core Viewpoint - The large six-seat SUV market in China is rapidly evolving into a highly competitive segment, with the number of models expected to exceed 20 by 2025, compared to only a few in 2022, indicating a significant increase in market participants and competition [1][9][14]. Market Dynamics - The large six-seat SUV market has transformed from an emerging field to a saturated market, with products ranging from 150,000 to 500,000 yuan, making it difficult to find market gaps [1][18]. - The market is experiencing explosive growth, driven by brands like Li Auto and Aito, which have successfully captured a previously underserved segment of the market [9][10]. - The demand for large six-seat SUVs is being fueled by demographic changes, with 33.7% of families in China having two or more children as of 2023, and an increasing emphasis on space and comfort among middle-class families [9][10]. Competitive Landscape - Li Auto and Aito have established a duopoly in the early stages of the large six-seat SUV market, leveraging their unique product strategies to create brand recognition and market barriers [12][14]. - The competitive landscape is intensifying, with numerous brands planning to launch new models, leading to a potential market shakeout where only a few brands with true differentiation will survive [18][20]. Pricing Strategies - The pricing structure of the large six-seat SUV market is undergoing significant changes, with new entrants needing to either accept established price ranges or find unique selling propositions to compete effectively [20][22]. - The market now features a comprehensive price range, from high-end models like Li Auto L9 and Aito M9 above 300,000 yuan, to mid-range options like Deep Blue S09 and Galaxy M9 between 200,000 and 300,000 yuan, and budget models like Leap C16 and Dongfeng Yipai 008 starting at around 150,000 yuan [21][22]. Future Outlook - The large six-seat SUV market is expected to see continued growth, but the intense competition and price wars may challenge the traditional market leaders, necessitating innovation in technology and user experience to maintain market share [18][20][22].
Stellantis紧急叫停的技术,丰田、宝马仍在继续
汽车商业评论· 2025-07-18 05:32
Core Viewpoint - Stellantis has decided to terminate its hydrogen fuel cell technology development project due to limited hydrogen infrastructure, high capital requirements, and insufficient consumer incentives, predicting that hydrogen-powered light commercial vehicles will not see widespread adoption before 2030 [2][7][9]. Group 1: Termination of Hydrogen Projects - Stellantis announced the cessation of its hydrogen fuel cell technology development project on July 16, citing the need for significant investment and the current inadequacy of hydrogen refueling infrastructure [2][7]. - The company will stop investing in Symbio, a joint venture focused on hydrogen fuel cell technology, which Stellantis acquired a 33.3% stake in 2023 [3]. - The decision to abandon hydrogen projects follows the approval of Symbio's latest business plan, which may destabilize the joint venture and affect related suppliers and jobs [5][11]. Group 2: Strategic Shift - The decision to withdraw from hydrogen energy aligns with Stellantis's response to stringent CO2 emission regulations in Europe, as the hydrogen market is still considered niche and lacks short-term economic sustainability [7][15]. - Stellantis plans to focus on electric and hybrid vehicles to meet customer expectations and maintain competitiveness [9][15]. - The shift away from hydrogen indicates a deeper strategic transformation towards electric vehicles (EVs), impacting product supply and dealer investment plans [15]. Group 3: Industry Perspectives on Hydrogen - While Stellantis exits the hydrogen sector, companies like Toyota and Hyundai continue to invest in hydrogen technology, with Toyota collaborating with BMW on hydrogen vehicles and Hyundai launching new fuel cell models [17][19]. - Other manufacturers, such as Honda and Renault, are also pursuing hydrogen technology, but the lack of supporting refueling infrastructure remains a significant challenge for the industry [21].
重磅|欢迎加入2025慕尼黑轩辕新汽车之夜暨欧洲-北非商务考察之旅
汽车商业评论· 2025-07-16 15:24
Core Viewpoint - The Chinese automotive industry's expansion into international markets is no longer a choice but a necessity for survival and long-term development [18][19]. Group 1: Overview of the Business Delegation - The 2025 Xuanyuan New Automotive Night and Europe-North Africa Business Delegation will take place from September 6 to September 18, covering six countries and nine cities, visiting over ten companies [4][20]. - The delegation aims to provide insights into the global market and connect industry resources, starting with participation in the Munich Auto Show [5][20]. Group 2: Countries and Companies Visited - The delegation will visit Germany, Poland, Hungary, Serbia, Spain, and Morocco, focusing on Chinese supply chain enterprises and related manufacturers [6][20]. - Morocco is highlighted as a unique "springboard" for the Chinese automotive industry to enter the European and American markets due to its zero-tariff policy and low-cost manufacturing advantages [7][20]. Group 3: Purpose and Invitation - The trip serves as a deep market research opportunity amidst both crises and opportunities, encouraging professionals in the automotive supply chain to join [8][21]. - The event is organized by the World New Automotive Technology Cooperation Ecological Association in collaboration with Xuanyuan students, with a registration deadline of July 31, 2025, for Schengen visa assistance [11][21].
亏损300亿,日本汽车巨头关闭旗舰工厂
汽车商业评论· 2025-07-16 15:24
Core Viewpoint - Nissan is closing its Oppama plant in Kanagawa Prefecture, Japan, to reduce costs and streamline operations as part of its restructuring efforts [3][4][15]. Group 1: Plant Closure Details - The Oppama plant, which employs approximately 2,400 workers, will cease production by the end of the fiscal year 2027, specifically in March 2028 [4]. - This decision aligns with Nissan's previous plans to close certain factories and is expected to significantly impact the local economy [4][10]. - Production from the Oppama plant will be transferred to Nissan's Kyushu plant in Fukuoka Prefecture [3]. Group 2: Financial Context - Nissan has been facing severe financial difficulties, reporting a fiscal year loss of 670.9 billion yen (approximately $4.5 billion) as of March, a stark contrast to a profit of 426.6 billion yen in the previous fiscal year [12]. - The company has been adversely affected by declining sales in China and other markets, high restructuring costs, and inventory issues [12][15]. Group 3: Restructuring Plan - The closure of the Oppama plant is part of Nissan's "Re:Nissan" restructuring plan, which includes a global workforce reduction of about 15%, equating to 20,000 jobs, and consolidating production from 17 factories to 10 [15]. - The annual production capacity is expected to decrease from 3.5 million units to 2.5 million units as a result of these changes [15]. Group 4: Historical Significance - The Oppama plant has a long history, having been operational since 1961 and was the site of the production of Nissan's first mass-produced electric vehicle, the Leaf [8]. - The plant has been a significant economic contributor to the local area, providing thousands of jobs and supporting numerous local suppliers and businesses [10]. Group 5: Leadership and Future Outlook - CEO Ivan Espinosa emphasized the necessity of these changes to overcome current challenges and return to growth, while expressing sympathy for affected workers [6][12]. - Despite the closure, other nearby Nissan facilities will remain operational, and the company aims to continue supporting the local community [12].