Core Viewpoint - The article discusses the challenges and strategies of the Chinese automotive industry as it faces declining domestic sales and increasing pressure to transition towards higher-value and technology-intensive vehicles. The focus is on the 2026 sales targets set by various automakers amidst a backdrop of changing government policies and market dynamics [3][6][8]. Group 1: Market Overview - In 2025, China's automotive production and sales reached 34.4 million units, a 9.4% increase year-on-year, maintaining its position as the world's largest market for the 17th consecutive year [3]. - Domestic sales, excluding exports, were 27.3 million units, up 6.7%, with passenger vehicles accounting for approximately 24.1 million units, growing by 8.0% [5]. - However, December 2025 saw a significant decline in domestic sales, with only 2.519 million units sold, marking a 6.7% month-on-month drop and a 15.6% year-on-year decrease [5]. Group 2: Industry Challenges - The average profit margin in the Chinese automotive industry has fallen to 4.4%, only slightly above the historical low of 4.3% in 2024, indicating extremely thin profit margins [6]. - The new vehicle replacement subsidy policy, shifting from fixed subsidies to percentage-based subsidies, targets higher-priced vehicles, which may pressure companies that rely heavily on low-cost models [8]. Group 3: Sales Targets and Strategies - Major automakers have set ambitious sales targets for 2026, with a combined goal of approximately 35 to 36 million passenger vehicles, reflecting a year-on-year increase of 12% to 15% [5]. - Traditional automakers are focusing on stability and efficiency improvements, while new entrants are experiencing significant divergence in their growth strategies [10][30]. - For instance, Changan aims for a total sales target of 3.3 million units in 2026, with a strong emphasis on new energy vehicles, projecting 1.43 million units from this segment [12][15]. Group 4: New Energy Vehicle Focus - The article highlights the increasing importance of new energy vehicles (NEVs) in the sales strategies of various automakers, with companies like Dongfeng targeting 1.7 million NEVs in 2026, representing a significant portion of their overall sales goals [15][26]. - Geely plans to launch over ten new models in 2026, focusing on a comprehensive product matrix to drive sales growth [23]. Group 5: Export Market Dynamics - The export market for Chinese vehicles is thriving, with exports reaching 7 million units in 2025, a 21% increase year-on-year, and NEV exports doubling to 2.6 million units [49]. - Automakers are increasingly prioritizing overseas markets, with many setting aggressive export targets that significantly exceed their overall sales growth targets [51][54]. - For example, Changan's overseas sales target for 2026 is set at 750,000 units, accounting for nearly a quarter of its total sales goal [52].

共探新营销，共创新可能 撰文 | 杜 咏 芳 编辑 | 黄 大 路 设计 | 甄 尤 美 大众汽车集团已经将裁员与改革的"手术刀"挥舞到了管理层。 "如果我们要在基层裁员，也需要在高层发出信号。"一位熟悉内情的消息人士如是说道。 2026年1月21日，大众汽车集团在一份声明中表示，计划到2026年的夏季，将核心品牌（不仅包括大众汽车主品牌，还包括斯柯达、西雅 特/CUPRA以及大众商用车）的董事会职位削减到三分之一。 董事会成员人数将从29人减少到19人，10个职位被直接取消。同时，现有的9名负责生产、采购和研发的前董事会成员将被降职，调任至董事会以 下的岗位。 中期来看，计划中的重组将逐步进一步精简品牌集团核心内部的管理结构。 重组后，每个品牌的领导层将极度精简，仅由4位董事会成员组成：除品牌CEO外，还将分别设立财务、人力资源和销售主管。 与此同时，研发、采购和生产三大核心职能将不再下放至各品牌，而是全部收归集团位于沃尔夫斯堡的总部统一管理，由新成立的品牌核心管理 委员会（BGC）在跨品牌层面进行管理。 大众汽车乘用车品牌CEO兼品牌集团核心负责人施文韬（Thomas Schfer）表示："我们协同合作的 ...

共探新营销，共创新可能 编 译 | 张 霖郁 编 辑 | 黄 大路 设 计 | 甄 尤美 马斯克（Elon Musk）又和人干架了，这次的对象是欧洲瑞安航空公司（ Ryanair ） CEO迈克尔 ·奥利里（Michael O'Leary）。 身价已在7600亿美元至8000亿美元的马斯克，今天吵着吵着，就拿出了"我要收购你"的实力 了。 马斯克和奥利里的过节，主要是因为奥利里没有同意安装马斯克的Starlink在瑞安航班上。要命 的是，奥利里在2026年1月中旬接受爱尔兰Newstalk采访时，他说马斯克是个白痴。 奥利里的原话是："马斯克对航空业和空气动力完全不了解。如果我们在飞机顶部安装天线，成 本每年是2亿至2.5亿欧元，换句话说，乘客要多付钱，我们实际也支付不起这个费用。大家不 会为上网单独付费，乘客通常免费使用，哪怕出一欧元都不可能，所以我们决定不装Starlink。 坦白讲，我完全不关注马斯克在X上对此的回应……他是个白痴，虽然他很有钱，但他就是个 白痴。" 这段话被单独做成切片，放在了 X上，发布时间是美国当地的2026年1月16日。 马斯克在美国当地时间1月20日作出回应，他在自己控股的X上 ...

撰文 | 郝 雨 涵 编辑 | 张 南 设计 | 甄 尤 美 豪华车市场的外资品牌垄断时代，已然落幕。 2025年，传统豪华品牌遭遇挑战。30多万元买玛莎拉蒂、6.5折买阿斯顿马丁、凯迪拉克直降15万元等新闻报道频频出现，宝马甚至在2026年1月1 日开启官降，最大降价金额达30.1万元。 共探新营销，共创新可能 市场格局的剧变，也投射在消费舆论场中：曾在短视频平台火爆一时的 "保时捷三姐妹"，如今已变身为"尊界三姐妹"。 传统豪华品牌的增长势能正在减缓，凭借在新能源技术与智能化领域的双重领先优势，中国品牌正在打破传统豪华品牌对高端市场的长期垄断。 曾几何时， "低价走量""高性价比"是外界贴在中国汽车身上的固有标签，而叩开利润丰厚、品牌溢价突出的高端市场大门，一度是自主品牌遥不 可及的梦想。 近年来，这一局面迎来扭转，一众自主品牌纷纷吹响品牌向上的号角，向高端化赛道发起强力冲击，星途便是其中的典型代表。 奇瑞汽车股份有限公司董事长尹同跃曾在 2025年12月22日的星途品牌之夜上，就星途品牌的高端化路径给出了清晰阐释："第一，以产品为根基 打造极致产品力，不追求配置的简单堆砌，而是专注于最核心的差异化体验； ...

Group 1 - The core viewpoint of the article is the introduction of a new car subsidy program in Germany aimed at low- to middle-income families, with a budget of €3 billion to support approximately 800,000 vehicles by 2029 [3][4][9] - The subsidy amounts range from €1,500 to €6,000, with specific criteria based on family size and income levels, emphasizing support for families with children and lower-income households [7][14] - The program includes electric vehicles (BEV), eligible plug-in hybrids (PHEV), and range-extended electric vehicles (REEV), with specific emissions and range requirements for certain models to qualify for subsidies [7][8] Group 2 - The subsidy program is a response to a significant decline in electric vehicle demand in Germany, following the abrupt termination of previous subsidies in late 2023, which led to a cooling market in 2024 [4][12] - The new policy aims to stabilize the automotive manufacturing sector affected by market fluctuations, with a focus on new car purchases rather than used vehicles [9][12] - The program allows for the inclusion of imported vehicles, including those manufactured in China, marking a shift towards a more open market compared to other European countries that have imposed restrictions [15][18] Group 3 - The subsidy structure is designed to target private low-income families, with the intention of making electric vehicles more accessible to those who might be deterred by prices [13][14] - The government has set specific income thresholds for eligibility, with a maximum taxable annual income of €80,000 for families, and additional allowances for children [7][9] - The program's implementation timeline is crucial, as it allows for vehicles registered after January 1, 2026, to qualify for subsidies, with an online application platform expected to launch in May 2026 [8][9]

共探新营销，共创新可能 作者 | 张 霖 郁 编辑 | 黄 大 路 设计 | 甄 尤 美 它的最大优势是汽车软硬件实现解耦，开始具备进化迭代能力，这是整个汽车行业梦寐以求实现"软件定义汽车"的必要条件。有了这一架构，意味 着传统车企可以像特斯拉一样以高效的方式用代码指挥硬件。 当年，其他车企还处于跨域集中的电子电气架构阶段。 依据德国博世的划分，跨域集中的电子电气架构是中央集成式加区域控制的上一代架构，它的主要弊端是系统复杂，成本高，关键差异在于整车 各功能无法统一升级，更谈不上软件能力的拓展。 这是传统车企迈进"软件定义汽车"时代，或今天所说"汽车机器人"时代的硬伤。 大众汽车集团德国总部早在2020年便意识到自研软件以及电子电气架构的重要性，时任CEO迪斯（Herbert Diess）先在内部成立了软件开发事业 部，目的就是打造集团统一的软件平台与数字架构。 迪斯的初心是集团旗下不同品牌最终能共用这一软件平台和架构。为此，一年后，2021年3月，大众汽车集团旗下全资软件公司成立，这就是 CARIAD的由来，德国本土最大规模时员工人数过万。 韩三楚首次接到大众汽车中国核心高层邀请，以专家身份讨论如何加速其在 ...

Core Viewpoint - The research indicates that electric vehicles (EVs) in Africa could achieve total cost of ownership comparable to that of fuel vehicles by 2040, particularly in off-grid solar and fixed storage charging systems, bypassing traditional grid limitations [3][8][10]. Group 1: Market Dynamics - The African vehicle fleet is expected to double by 2050, with growth rates surpassing other continents [3]. - In 2024, new car sales in Africa are projected to be around 1.05 million units, with South Africa and Morocco accounting for significant shares [5]. - The reliance on imports in the African automotive market suggests that the electrification process may begin with taxis, two-wheelers, and buses rather than waiting for public charging networks to be established [5][10]. Group 2: Technological Advancements - Off-grid solar solutions are seen as a key breakthrough, providing a viable alternative to traditional grid systems [6][8]. - The research conducted by ETH Zurich and partners modeled over 2,000 locations across 52 countries, demonstrating that off-grid solar and battery systems can be economically viable [8][9]. - A compact solar system can meet the daily charging needs of a small electric vehicle that drives approximately 50 kilometers per day, making the charging cost a minor part of total usage costs [8]. Group 3: Economic Considerations - The study emphasizes that financing is a major barrier to EV adoption in Africa, with high loan interest rates affecting the initial purchase costs of electric vehicles [9][10]. - Solutions such as government guarantees, innovative financing models, and international support are necessary to facilitate the transition to electric vehicles [10][18]. - The potential for local economic opportunities, such as domestic vehicle assembly and new service industries, is highlighted as a benefit of EV development in Africa [10]. Group 4: Current Trends and Future Outlook - Electric two-wheelers and electric buses are currently more economically viable, with operational models like battery swapping gaining traction in cities like Nairobi [12][14]. - The introduction of electric buses in urban areas is seen as a scalable entry point for electrification, with significant orders already placed in cities like Nairobi and Kigali [12][13]. - The African market is attracting more players, including Chinese automakers, who view it as a potential growth market for hybrid and electric vehicles [17]. Group 5: Policy and Fiscal Implications - The transition to electric vehicles poses fiscal challenges for governments, particularly in low-income countries where fuel tax revenues are significant [18]. - The need for tax reform and international support is emphasized to mitigate potential fiscal gaps arising from reduced fuel tax income as EV adoption increases [18].

Core Viewpoint - The year 2025 is marked as a significant learning year for Chinese automotive companies, which are increasingly adopting Huawei's methodologies, particularly the Integrated Product Development (IPD) process, to enhance their operations and product offerings [3][6]. Group 1: Learning from Huawei - Chinese automotive companies, whether state-owned or private, are engaging in a "learning from Huawei" movement, aiming to replicate its success in the automotive sector [3][6]. - The collaboration with Huawei has led to significant improvements in product development cycles and cost reductions for companies like GAC Group, which reported a reduction in product development time from 30 months to 18-24 months and a 10% decrease in development costs [11][6]. - The IPD process, which emphasizes market-driven product development, has become a sought-after model among automotive firms, with many companies adopting varying degrees of this approach [6][13]. Group 2: Implementation of IPD - The IPD framework encourages cross-departmental collaboration, allowing teams to share information transparently and make collective decisions throughout the product lifecycle [18][19]. - Companies implementing IPD have reported enhanced efficiency, with GAC Group noting a 70% improvement in data query efficiency and a significant reduction in fault tracing time [8][19]. - The structure of the PDT (Product Development Team) within the IPD framework allows for a more integrated approach to product development, ensuring that all relevant departments are involved from the outset [16][18]. Group 3: Challenges and Cultural Aspects - Despite the benefits, the transition to IPD is not without challenges, as companies often face cultural resistance and difficulties in aligning existing organizational structures with the new processes [38][46]. - The success of IPD implementation heavily relies on the leadership and cultural adaptability of the organization, as highlighted by the experiences of Huawei, which emphasizes a culture of accountability and collaboration [38][57]. - The ability to attract and retain talent is crucial for the successful adoption of IPD, as seen in Huawei's approach to hiring top talent and fostering a competitive environment [54][55].

共探新营销，共创新可能 作者 | 吴 静 编辑 | 黄 大 路 设计 | 甄 尤 美 过去相当长一段时间，消费者在选车时往往陷入两难：选择燃油车，意味着享受成熟的机械驾控和便捷的补能，却不得不接受其在辅助驾驶与智 能交互上的短板；若拥抱新能源车的前沿科技，又必须为续航里程与补能便利性作出妥协。 如今，随着一汽奥迪与华为乾崑的深度合作，这种非此即彼的 "油电壁垒"时代正在走向终结。 2026年1月15日，在华为乾崑与一汽奥迪合作推出的另一款车型——一汽奥迪全新Q5L，即将可全系搭载 乾崑智驾系统。 前不久，2025年11月正式上市的一汽奥迪A5L乾崑智驾®版正在全国热销。 这个精准切入 "既要又要"市场空白的"智能燃油车"新 锐，率先打破了这道对立的墙，通过深度融合华为乾崑智驾与奥迪百年豪华底蕴，让消费者 无需妥协：既保留德系豪华燃油车的驾控质感与无焦虑补能体验，同时获得覆盖城区、高速、泊车全场景的辅助驾驶能力。 正如华为智能汽车解决方案 BU CEO靳玉志所言："为了打造油电同智的出行选择，双方历经六年，千万次的技术磨合，最终通过深度合作和联合 创新，成功突破燃油车具备智能化的技术瓶颈，开启了全新豪华燃油的智 ...

Core Viewpoint - The article discusses the significant shift in trade relations between Canada and China regarding electric vehicles (EVs), highlighting the implications for the North American automotive industry as Canada reduces tariffs on Chinese EV imports, which could reshape market dynamics and competition [3][8]. Group 1: Canada-China Trade Agreement - Canada has reached a new agreement with China to lower tariffs on imported electric vehicles from 100% to 6.1% for an annual quota of 49,000 vehicles, with plans for gradual increases in the quota over the years [6][8]. - This agreement is seen as a response to previous trade tensions and aims to provide Canadian consumers with more affordable EV options, addressing the current shortage of budget-friendly electric vehicles in Canada [8][13]. Group 2: Impact on the Automotive Industry - The introduction of Chinese EVs into the Canadian market is expected to create significant competition for local manufacturers, particularly in Ontario, which is a major automotive production hub [10][15]. - Concerns have been raised by local officials and unions about the potential negative impact on jobs and production capacity in the Canadian automotive sector due to increased competition from Chinese imports [10][15]. Group 3: Broader Implications for North America - The shift in Canadian policy may complicate relations with the United States, as it could undermine efforts to resolve existing trade disputes and affect the overall stability of the North American automotive market [12][15]. - The article notes that the U.S. automotive industry is currently undergoing a costly transition to electric vehicles, and the new Canadian policy could exacerbate challenges faced by American manufacturers [12].