为求生存，燃油车悄然降价简配

Core Viewpoint - The automotive market is experiencing a complex transformation where traditional fuel vehicles are adapting to the rise of electric vehicles (EVs) through price reductions and configuration simplifications while also enhancing their technological features to remain competitive [2][11]. Group 1: Market Performance - In July 2025, the retail sales of passenger vehicles in China reached 1.826 million units, a year-on-year increase of 6.3%, with new energy vehicles (NEVs) accounting for 987,000 units, up 12% [2]. - The retail sales of fuel passenger vehicles were 839,000 units, showing a slight growth of 0.35% [2]. Group 2: Pricing Strategies - Traditional fuel vehicle manufacturers are adopting a "price-for-volume" strategy, often accompanied by configuration reductions to attract price-sensitive consumers [3]. - The launch of the 2026 model of the Nissan Sylphy introduced a new base model priced at 75,800 yuan, which is 10,000 yuan lower than the previous model, achieved through significant configuration cuts [3][4]. Group 3: Configuration Reductions - The "省心版" model of the Nissan Sylphy has seen reductions in lighting, safety technology, and comfort features, such as the removal of the 8-inch central control screen [3][4]. - The Volkswagen Touareg "锐越版" model has also reduced comfort features while maintaining its powertrain specifications, indicating a trend of simplification across various vehicle segments [4]. Group 4: Intelligent Features - Fuel vehicles are increasingly integrating smart technologies to enhance competitiveness, with models like the Audi A5L featuring advanced driving assistance systems developed in collaboration with Huawei [7][8]. - Companies like Volkswagen are planning to enhance the smart capabilities of their fuel vehicles, leveraging economies of scale to optimize costs [10][9]. Group 5: Market Dynamics - The competition between fuel and electric vehicles is evolving, with fuel vehicles transitioning towards hybrid models and exploring new energy sources, such as biofuels and hydrogen [11][12]. - The market share of traditional fuel vehicles is projected to decline from approximately 59% in 2023 to 31% by 2030, while the global market share is expected to drop from about 47% in 2025 to between 30% and 35% by 2030 [14].