合资车企的“绝地反击”正在上演：北京现代以“智启2030计划”谱写破局新篇

Core Viewpoint - The recent launch of Beijing Hyundai's first pure electric vehicle, the Yiyou, and its "Smart Start 2030 Plan" signifies a pivotal moment for joint venture automakers in China, showcasing their confidence and determination to compete in the rapidly evolving electric vehicle market [1][3]. Group 1: Market Context - The joint venture automotive sector has faced challenges, with total sales dropping to 9.593 million units in 2024, marking the first time sales fell below 10 million [3]. - Despite these challenges, joint venture automakers are not retreating but are actively adjusting their strategies, focusing on the Chinese market and increasing resource investments [3][6]. Group 2: Competitive Actions - In 2025, several joint venture automakers, including GAC Toyota, Dongfeng Nissan, and others, are launching competitive products in the Chinese electric vehicle market, indicating a collective effort to regain market share [5][6]. - Notable electric vehicle launches include GAC Toyota's Platinum 3X and Changan Mazda's EZ-60, which have garnered significant attention [6]. Group 3: Beijing Hyundai's Strategy - Beijing Hyundai's approach emphasizes product quality and differentiation, with the Yiyou positioned as a high-quality electric SUV priced under 150,000 yuan, aiming to combine quality with affordability [8][15]. - The company plans to launch 20 new models over the next five years, including 13 electric vehicles, maintaining competitiveness in both fuel and electric vehicle markets [11]. Group 4: R&D and Innovation - Beijing Hyundai is leveraging its three major technical centers in Yantai, Shanghai, and Beijing to create a research and development system driven by local market demands, enhancing its adaptability to the AI era [13][15]. - The "Smart Start 2030 Plan" focuses on a comprehensive approach, integrating product quality, local innovation, and global market strategies to enhance competitiveness [15][17]. Group 5: Industry Implications - The ongoing competition between joint venture automakers and domestic brands is expected to benefit consumers through improved product quality, smart experiences, and service levels, marking the arrival of a new era in the Chinese automotive market [19].