日经中文网·2025-03-31 03:15Group 1 - The core viewpoint of the article highlights a shift in consumer preferences towards lower-priced models in the electric vehicle (EV) and smartphone markets in China, driven by economic slowdown and increased price competition among manufacturers [1][3][4] - In February, China's Consumer Price Index (CPI) decreased by 0.7% year-on-year, marking the first negative growth since January 2024, influenced by falling prices of durable goods like automobiles [4][5] - The best-selling model at XPeng Motors is the "MONA M03," priced between 120,000 to 160,000 yuan, which has seen sales three times that of the previous main model, the "G6" [3][5] Group 2 - Ideal Automotive's "L6," priced at 250,000 to 280,000 yuan, has become the most popular model, with sales doubling that of the previous main model "L7" [3][6] - BYD is recognized as a price leader in the EV market, with its "Seagull" model priced between 70,000 to 90,000 yuan being one of the best-selling cars in China [3][6] - Apple's smartphone shipments in China decreased by 5% in 2024, losing market share to local brands like Vivo, which saw a 10% increase in shipments due to its competitive pricing [5][6] Group 3 - The intensifying price competition has led to a 30% year-on-year decrease in net profit for Ideal Automotive in the fiscal year ending December 2024 [6] - The Producer Price Index (PPI) also saw a decline of 2.2% year-on-year in February, continuing a downward trend for over two years [6] - The Chinese government is attempting to curb excessive internal competition and stimulate consumption through subsidies, but deflation remains a significant concern [6][7]