新刚需拓增量空间 车企混战大六座SUV

Core Insights - The large six-seat SUV market is experiencing intense competition, with the recent launch of the Zhiji LS9 marking a significant entry into this segment, priced starting at 322,800 yuan [1][5] - Various automakers are focusing on enhancing space, safety, and intelligence in their products to create flagship models that cater to evolving consumer demands for family-oriented vehicles [1][6] Company Insights - Zhiji LS9 is positioned as both a flagship for Zhiji and SAIC Group, incorporating the latest technologies from the group, indicating a strategic push towards high-end market positioning [3] - The LS9 features advanced specifications, including an 800V architecture and dual-motor all-wheel drive, achieving 0-100 km/h acceleration in under 4 seconds, setting a new performance benchmark in its price range [3][4] Market Trends - The SUV market has seen a significant increase in sales, reaching 9.568 million units in the first ten months of the year, with a year-on-year growth of 9.1%, highlighting the segment's dominance [3] - The six-seat SUV segment is projected to reach around 1 million units in sales this year, driven by changing consumer preferences towards larger family vehicles [6][8] - The market for large six-seat SUVs is becoming increasingly crowded, with multiple brands launching models priced above 300,000 yuan, indicating a competitive landscape for flagship offerings [6][9] Consumer Behavior - There is a noticeable shift in consumer purchasing behavior, with families seeking more comfortable and spacious vehicles, moving away from traditional five-seat models [7][8] - The rise in multi-child families is driving demand for larger SUVs, as consumers prioritize comfort and space for family outings [7][8] Competitive Landscape - The entry of various brands into the large six-seat SUV market is intensifying competition, with notable models like the AITO M8 and M9 leading sales in the large SUV category [8][9] - The profitability of six-seat SUVs is attracting more automakers, as these vehicles cater to a consumer base willing to invest in higher-priced, more comfortable options [8][9]