崔东树：1月的新车推出伴随新价格 部分车型的价格下探力度较大

Core Viewpoint - The passenger car market is experiencing a slowdown in new traditional vehicle launches while there is a significant increase in new energy vehicle (NEV) introductions, indicating a shift in market dynamics and consumer preferences [1][2]. New Vehicle Launches - In January, the number of new vehicles launched was consistent with the previous year, with 6 new models introduced, including 1 pure electric, 1 plug-in hybrid, and 3 range-extended models. Only 1 new fuel vehicle was launched, highlighting a significant concern for the industry [1][3]. - The trend shows a shift from high-end to smaller vehicles, with many new models being compact cars, reflecting changing consumer preferences and the impact of trade-in policies [1][10]. Market Competition - The automotive industry is facing intense price competition, particularly among traditional and new energy vehicles, as manufacturers strive to capture market share in a rapidly evolving landscape [1][2]. - The classification of new models is crucial, with various manufacturers adopting different grading systems, although the industry commonly references the German Volkswagen classification system [1][7]. Future Market Potential - The domestic car market has significant potential for growth, particularly in the small car segment, which is essential for increasing private car ownership and facilitating the export of NEVs [2][3]. - The introduction of new tariffs and international trade dynamics will impact the export strategies of NEVs, particularly in targeting less developed markets before approaching developed ones [2]. Pricing Trends - The minimum prices for new models are gradually returning to market levels, with some new energy vehicle brands successfully expanding their product lines into lower price segments, which is expected to drive incremental sales [6][10]. - The pricing strategy for new models indicates a downward trend, with several models breaking previous price barriers for the years 2023-2025 [6]. Vehicle Classification and Standards - The classification of new energy vehicles is complex and requires careful consideration of various factors, including vehicle length and wheelbase, to establish industry standards [7][9]. - The current classification system is still under discussion, with industry experts encouraged to provide feedback to refine the grading of new models [16].