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京东广汽卖车被骂上热搜,然后呢?
汽车商业评论· 2025-12-03 23:07
新汽车生态合作,报名中国版CES! 撰文 | 张 霖郁 编辑 | 黄 大路 设计 | 甄 尤美 7位车主,坐在广汽埃安、京东和宁德相关负责人面前,双方隔着3米左右的矩形桌,两侧坐着媒体。 刚开始,气氛并不好。 "其实,我觉得你们三方应该把我们首批车主当成宝。坦白讲,我们是冒着很大风险来京东买车的。当天上市发布会我就下定了。下单后关于贷 款分期,有个利息问题,我不确定买车后自己会不会卖车,然后就去找京东客服问利息怎么算。" 埃安UT super车主高先生首先发问。他说:"这么一个小问题折磨了两个小时,京东客服反复用标准话术回答,但就是没有回答我的问题。几天 后,我才得到明确答复。" 高先生接着问:"埃安UT super是京东、广汽和宁德一起做的,但对我们来说是一个整体,现在有问题到底应该找谁,京东的客服很明显不够用 了。" 这一天是2025年12月1日,北京北三环的某一家酒店会议室内,京东"国民好车"交付引发了全网争议,话题甚至冲上热搜。 7位经历过类似问题的用户被邀请到现场,与三方直接对话。 坐在高先生以及其他6位车主对面的,是广汽埃安BU副总裁、埃安品牌首席用户官杨龙,京东汽车营销副总裁陆欢,宁德时代电服副 ...
英伟达开源自动驾驶软件,中国车企要接吗?
汽车商业评论· 2025-12-03 23:07
Core Insights - The article discusses the launch of the Alpamayo-R1 model by NVIDIA, which is the world's first open-source visual-language-action (VLA) model designed for autonomous driving scenarios, enhancing decision-making through "chain reasoning" [5][10][12] - The model significantly improves safety in complex long-tail scenarios, achieving a 12% increase in planning accuracy, a 35% reduction in accident rates, and a 25% decrease in near-miss incidents [10][12] - NVIDIA's strategy includes expanding its ecosystem influence by providing open-source technology, allowing automakers to quickly assemble autonomous driving systems [14][16] Technical Advancements - The Alpamayo-R1 model processes sensor data into natural language descriptions, enabling step-by-step reasoning similar to human drivers [5][10] - The model's low latency response of 99 milliseconds enhances its effectiveness in real-time decision-making [10] - The accompanying Cosmos developer toolchain offers resources for data construction, scene generation, and model evaluation, facilitating model fine-tuning and deployment [12] Strategic Considerations - NVIDIA's move to open-source its core algorithms is seen as a strategic effort to solidify its market position and drive demand for its hardware, such as the Orin/Thor automotive-grade chips [14][16] - The initiative is expected to establish industry standards for safety and evaluation, aligning with global regulatory demands for transparency in autonomous driving [19] - The shift from closed to open-source models in the autonomous driving sector may trigger a new wave of open-source development, as decision-making algorithms become critical competitive factors [24] Industry Impact and Opportunities - NVIDIA's open-source approach intensifies competition between open-source and closed-source ecosystems in the autonomous driving industry [21][24] - Chinese automakers, heavily reliant on NVIDIA's platforms, stand to benefit from the open-source tools for local algorithm development and scene tuning [26][27] - However, the industry faces challenges, including a significant talent gap in autonomous driving engineering, with a projected shortfall of over one million professionals by 2025 [29][30]
6年砸进上百亿,丰田章男造城烂尾了吗
汽车商业评论· 2025-12-02 23:07
Core Viewpoint - Toyota's Woven City project represents a bold initiative to create a living laboratory for future mobility and urban living, aiming to test and develop next-generation transportation technologies and sustainable urban infrastructure [4][12][18] Group 1: Project Overview - Woven City is located at the base of Mount Fuji and is designed as a city for mobility and innovation, allowing for various transportation experiments without public road regulations [6][10] - The project is a significant investment of $10 billion, utilizing the site of a former Toyota factory that closed in 2018 [6][8] - The first phase will accommodate 360 residents, primarily employees from Toyota and its subsidiary Woven by Toyota [4][8] Group 2: Purpose and Goals - The primary motivation for building Woven City is to facilitate Toyota's transformation from a traditional automaker to a modern mobility company, especially in the fields of software and autonomous vehicles [8][18] - Woven City aims to serve as a testing ground for various mobility solutions, including the e-Palette autonomous vehicle concept and other innovative transportation technologies [9][10] Group 3: Community and Collaboration - The city will host two main participant groups: "Weavers," who are passionate about expanding mobility options, and "Inventors," including startups and researchers developing new products and services [14][16] - The concept of "kakezan" (multiplicative effect) is emphasized, where diverse fields and cultures intersect to generate new ideas and value [16] Group 4: Future Implications - Woven City is envisioned as a model for future smart cities, influencing aspects from autonomous driving to sustainable infrastructure [18] - The project reflects Toyota's ambition to lead in future mobility and human-centered design, starting from the foothills of Mount Fuji [18][19]
汽车广告发疯,擦边不如擦地
汽车商业评论· 2025-12-02 23:07
新汽车生态合作,报名中国版CES! 这股不"正"之风,从哈尔滨雷克萨斯4S店的保洁阿姨"土味说车"开启、由阿维塔的"发疯朋友圈"发扬光大、再在奔驰的"非正常发布会"中上了价 值、在小鹏的铁人和二次元联合中突破次元壁、在吉利银河"装人"吉尼斯纪录中有了熟悉的味道……最终在小米、奇瑞的营销翻车中警醒。 反套路可以吸引一时的流量,如何守住基本盘仍是待解的终题。 "不练嘴皮子就说真心话"的 保洁阿姨 "擦边的没火,擦地的火了",东北保洁张阿姨凭借一口不流利地"土味说车",火遍抖音。 11月3日,哈尔滨某雷克萨斯4S店内,58岁的保洁阿姨张凤兰手持抹布站在展车旁,用一口东北腔吐槽:"这氛围灯花里胡哨的,晚上开车晃得眼 珠子疼!" 撰文 | 王 菁 编辑 | 黄 大 路 设计 | 甄 尤 美 眨眼间,2025年已近尾声,汽车营销人的焦虑水涨船高。 一方面,国家对汽车营销监管趋严,另一方面,补贴利好已进入最后倒计时。即便是广州车展忙碌之中,也并未见到振奋士气的爆火,倒是"反套 路"的出圈,成为2025年11月汽车营销中"最靓的仔"。 导演主业不景气兼职卖烧烤、助理美女遭遇分手仍补妆后坚持工作、摄影师投奔年长女友求安稳,都击 ...
60天卖出100多辆,特斯拉印度天崩开局
汽车商业评论· 2025-12-01 23:06
新汽车生态合作,报名中国版CES! 但几个月过去,销量数据却有些尴尬。 据媒体当地时间11月28日报道,自7开放订单以来,特斯拉在印度只卖出100多辆汽车。 这一数字堪称极低,尤其是考虑到印度现为全球人口第一大国,总人口近15亿,同时也是一个规模庞大且持续增长的汽车市场。 据经销商提供的数据,截至9月中旬,特斯拉Model Y(其在印唯一官方在售车型)的订单量略超600辆,但仅有少数预订转化为实际销量。 不得不说,对于一个年电动车注册量已突破202万、燃油车年销量在数百万辆级别的市场,这是一个怎么形容都不算好看的起步。 那么,特斯拉在印度开局遇冷的原因,到底是什么? 撰文 | 莫 莉 编辑 | 黄 大 路 设计 | 甄 尤 美 特斯拉闯入印度市场的第一张成绩单,并不好看。 这个夏天,特斯拉终于把车开进了印度展厅。今年7月,特斯拉在孟买开出首家体验中心,开启Model Y预订,这被外界视为其正式进军全球主要 汽车市场之一的关键一步。 多次试探后的正式入场 特斯拉谋划印度市场并不只是今年的事。 据路透社报道,早在几年前,特斯拉就开始与印度接触,但高额的整车进口关税一直是绕不过去的障碍,印度对进口整车通常征收70% ...
连滚带爬又过了一个月,车市没人从从容容
汽车商业评论· 2025-12-01 23:06
Core Insights - The article discusses the current state of the Chinese automotive market, highlighting the challenges faced by traditional and new energy vehicle manufacturers, as well as the impact of major events like the Guangzhou Auto Show on industry dynamics [1][4][5]. Group 1: Market Trends - The Guangzhou Auto Show has lost its previous excitement, with luxury brands like Bentley, Porsche, and Lamborghini absent this year, reflecting a cooling market [5]. - New energy vehicle sales are showing mixed results, with companies like NIO and Li Auto facing significant challenges, while others like Leap Motor are achieving record deliveries [15][17]. - The competition remains fierce, with many companies reducing prices to attract consumers, indicating a price war in the market [10][12]. Group 2: New Energy Vehicle Performance - Leap Motor achieved a record delivery of 70,327 units in November, surpassing its annual sales target ahead of schedule [14]. - Xiaopeng Motors reported a delivery of 36,728 units in November, showing a month-on-month decline of 12.58% but a year-on-year increase of 18.88% [15]. - NIO's deliveries reached 36,275 units, with a year-on-year growth of 76.3%, indicating a strong recovery despite a month-on-month decline [15]. Group 3: Traditional Automakers - Geely's November sales reached 310,400 units, a year-on-year increase of 24%, driven by strong performance in the new energy segment [31]. - BYD's sales decreased by 5.24% in November, with total sales of 480,200 units, although its overseas sales continue to grow significantly [36]. - Changan and other traditional automakers are also experiencing varied performance, with some brands like Great Wall Motors showing growth while others struggle [39][41]. Group 4: Strategic Partnerships - Huawei is expanding its influence in the automotive sector, collaborating with multiple automakers to enhance smart vehicle technologies, with significant deliveries reported for models equipped with Huawei's systems [20][22]. - The partnership between GAC Group and Huawei has led to the launch of new brands, indicating a trend of traditional automakers embracing tech collaborations [22][29]. Group 5: Future Outlook - The article suggests that the automotive market is at a critical juncture, with companies needing to adapt quickly to changing consumer preferences and competitive pressures [10][30]. - The focus on electric vehicles and smart technologies is expected to continue shaping the industry landscape, with companies like NIO and Xiaopeng Motors aiming for profitability in the near future [17][18].
2025,公关人最难的一年
汽车商业评论· 2025-11-30 23:06
Core Insights - The public relations industry is facing significant challenges in 2025, as traditional narratives based on individualism and corporate power are becoming ineffective and even harmful [4][9] - The marketing landscape is increasingly difficult, with peak traffic, ineffective content, and rising consumer skepticism [4][10] - The evolution of consumer behavior over the past decade has shifted from a focus on consumption upgrades to a more rational and quality-conscious approach [5][17] Consumer Behavior Changes - The past decade has seen a transition from a consumption upgrade frenzy in 2017-2018 to a focus on self-awareness and quality by 2025, termed the "quality awakening" era [5][17] - Consumers are now prioritizing "value for money" and are more discerning, moving from a collective mindset to an individualistic one, where personal preferences take precedence [5][19] - The rise of the "Z generation" emphasizes self-satisfaction and emotional value over traditional consumerism [19][20] Marketing Strategies - Companies must adapt to a "user-centric" approach, focusing on exceeding niche demands rather than catering to average consumer needs [7][25] - Successful marketing will require brands to engage in empathy, consensus-building, and co-creation with consumers [28][29] - The importance of cultural products over functional ones is increasing, as consumers seek emotional connections with brands [6][25] Industry Trends - The automotive industry is witnessing a shift towards "precision specialization," where brands must cater to specific consumer segments rather than broad demographics [7][25] - The concept of "instant retail" is gaining traction, with consumers making purchasing decisions online before visiting physical stores [20] - The dominance of domestic brands in the automotive sector has reached approximately 70%, reflecting a growing cultural confidence among consumers [20][26]
“总有人不相信这个世界变化如此快!”
汽车商业评论· 2025-11-30 23:06
加入轩辕同学 , 成就新汽车人! 01 总有人不相信这个世界变化如此快! —— 何小鹏 小鹏汽车董事长兼CEO 11月6日,何小鹏在发布一条证明自己的IRON机器人不是真人的视频中如此表示。 撰 文 | 莫 莉 编 辑 | 张 南 设 计 | 甄 尤美 一头是人形机器人在灯光下走猫步,创始人当场剪"皮肤"证明不是真人;一头是法院里,法务 当庭说出"老板不懂结构"这样的话。 2025年11月,中国汽车界的声音似乎越来越有意思。 《汽车商业评论》照例选取十条声音,这些声音事关安全标准、个人荣誉、供应链布局、组织 管理、全球化等,一些问题还在暴露,一些共识正在形成。 此前一天,2025小鹏科技日活动上,小鹏全新一代IRON人形机器人亮相。当晚现场走秀环节, 机器人以接近真人模特的姿态走猫步,不少观众直呼"太像人了"。 很快,"里面是不是藏了真人""连耳朵都有,肯定假的"……各种质疑声冲上热搜。 为此,小鹏不得不拍摄一镜到底的视频,在机器人IRON通电运行状态下,拉开后背拉链,展示 内部并重走猫步,以证实绝无真人参与,并当场剪开其腿部覆盖件,公开展示内部的机械结 构。 视频中,何小鹏说:"希望这是最后一次证明IRON ...
全球第一大车企,中美亮红灯
汽车商业评论· 2025-11-29 23:06
Core Insights - The article discusses Toyota's strategic shift towards after-sales service and innovative delivery methods in the Chinese market, highlighting the challenges faced in this competitive landscape [4][5] - Despite political factors and intense competition, Toyota's global sales have shown a steady increase, with a total of approximately 8.705 million vehicles sold in the first ten months of 2025, reflecting a year-on-year growth of about 4.5% [6][9] - The article emphasizes the importance of hybrid vehicles in Toyota's sales strategy, particularly in North America and China, where the company is also expanding its electric vehicle lineup [18][25] Sales Performance - In the first ten months of 2025, Toyota's sales in the U.S. reached 2.074 million units, up 8.3% year-on-year, while sales in Japan were approximately 1.266 million units, reflecting a 4.5% increase [8] - In China, Toyota's sales totaled around 1.463 million units, a 3.5% increase compared to the same period in 2024, although growth has slowed when excluding Hong Kong [8][9] - Overall, Toyota has achieved slight positive growth across major global markets, indicating a stabilization compared to the previous year [9] Regional Market Analysis - In the U.S., the increase in sales is attributed to the recovery of production after supply chain disruptions and the popularity of hybrid models like the RAV4 and Camry [11][13] - In China, Toyota faces challenges from local electric vehicle competition but is countering this with promotions and the introduction of localized electric models like the bZ3X [13][25] - In Europe, Toyota's sales growth is driven by hybrid models, despite a limited electric vehicle lineup [15][24] Electric Vehicle Strategy - Toyota's electrification strategy is primarily focused on hybrid electric vehicles (HEVs), which accounted for approximately 43% of total sales in the first three quarters of 2025 [18][20] - The share of plug-in hybrid electric vehicles (PHEVs) and battery electric vehicles (BEVs) remains low at about 1.6% and 1.4%, respectively [20][21] - In China, Toyota is expanding its electric vehicle offerings, with the bZ3X quickly becoming a top-selling model among joint venture brands [27][28] Financial Performance - For the first half of the 2025 fiscal year, Toyota reported an operating profit of approximately 2.005 trillion yen (about 133.7 million USD), a decline of 18.7% year-on-year, while net profit fell to around 1.77 trillion yen (about 118.0 million USD), down about 7% [30][31] - The North American market has seen significant profit declines due to increased marketing incentives and rising costs, resulting in an operating loss of approximately 134 billion yen (about 8.9 million USD) [33][34] - In contrast, the Japanese market remains a strong profit center, with an operating profit of 1.118 trillion yen (about 74.5 million USD) and a profit margin of 14.5% [31][35] Future Investments - Toyota plans to invest heavily in artificial intelligence and software, with an allocation of 1.7 trillion yen (about 113.3 million USD) for the 2024 fiscal year [38]
16大年度词,说透所有车企的难与盼
汽车商业评论· 2025-11-28 23:06
Core Insights - The automotive marketing industry is facing intense competition with a slight market growth and a significant increase in the penetration of new energy vehicles, which has surpassed 50% [4] - The concept of "intelligence" is becoming central to product definitions and user decision-making, with AI-generated content influencing consumer perceptions [5][7] - Companies are adapting to new marketing paradigms, focusing on brand strategy, sales growth, and user communication amidst a complex market environment [4][5] Group 1: Industry Trends - The automotive industry is undergoing profound changes driven by the integration of AI and smart technologies, creating both challenges and opportunities for companies [10] - The rise of "smart" as a key marketing and product development focus is evident, with companies needing to embrace new paradigms and multi-modal strategies [7][10] - The market for pure electric large three-row SUVs is growing, with significant sales increases indicating a shift away from hybrid and fuel models [24] Group 2: Company Strategies - One company emphasizes "oil-electric intelligence" as a brand strategy, showcasing a commitment to smart upgrades across its product line [10] - Another company highlights its focus on "deep cultivation of circles and ecological empowerment," positioning vehicles as intelligent hubs and energy platforms [13] - A brand is transitioning to a dual technology strategy, launching new hybrid models to meet diverse market demands [17] Group 3: Marketing Approaches - The concept of "listening to advice" is highlighted as essential for responding to both expressed and unexpressed consumer needs [37] - Companies are encouraged to return to the essence of communication and user engagement, emphasizing sincerity and genuine interaction [30] - The importance of global insights and respect for diverse markets is underscored as a strategy for successful international expansion [34]