燃油车又杀回来了

Core Viewpoint - Despite the rise of electric vehicles, traditional fuel vehicles continue to show resilience in the market, with recent data indicating a rebound in sales and market share [4][5][10]. Sales Performance - In September, domestic sales of traditional fuel vehicles reached 1 million units, marking a year-on-year increase of 6,000 units and a month-on-month growth of 10.9% [4]. - From January to September, cumulative sales of traditional fuel vehicles totaled 8.141 million units, reflecting a year-on-year growth of 1.7% [5]. - Fuel vehicles accounted for 47.76% of total passenger vehicle sales in the same period, indicating their significant market presence [5]. Market Dynamics - The recent growth in fuel vehicle sales is attributed to aggressive pricing strategies, with discounts averaging around 30%, and some luxury models offering discounts exceeding 40% [7][8]. - The Nissan Sylphy emerged as the best-selling fuel vehicle in September, with sales of 33,000 units, benefiting from substantial cash discounts [7]. - Traditional automakers are adjusting their product positioning and marketing strategies to compete with electric vehicles, leading to a notable increase in the cost-performance ratio of fuel vehicles [8]. Strategic Shifts - Major automakers like Honda and Volkswagen reported significant sales increases in their fuel vehicle segments, with Honda's production in China rising by 25.7% year-on-year [10][11]. - Chinese brands such as Geely and Chery are also focusing on fuel vehicle strategies, with Geely emphasizing a dual approach of investing in both fuel and electric vehicles [12][11]. Technological Advancements - Fuel vehicles are increasingly incorporating advanced technologies, such as intelligent driving systems and high-performance chips, narrowing the gap with electric vehicles in terms of smart features [13][15]. - Recent models from various manufacturers are equipped with enhanced intelligent features, indicating a shift in consumer perception regarding the capabilities of fuel vehicles [14][15]. Future Outlook - The automotive market is expected to evolve into a more diversified landscape where both fuel and electric vehicles coexist, catering to different consumer needs [16]. - Companies are likely to adopt a multi-faceted strategy rather than solely focusing on electric vehicles, reflecting a balanced approach to market demands [16].