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 [5][6][10]. Sales Performance - In September, domestic sales of traditional fuel vehicles reached 1 million units, marking a year-on-year increase of 6.4% and a month-on-month increase of 10.9% [5]. - 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 car sales in the same period, indicating their significant market presence [5]. Market Dynamics - The rebound in fuel vehicle sales is attributed to a rational market adjustment following a period of high demand for electric vehicles [6]. - Price reductions have played a crucial role in this recovery, with discounts averaging around 30%, and some luxury models seeing discounts exceeding 40% [8][10]. - The Nissan Sylphy emerged as the best-selling fuel vehicle in September, with sales of 33,000 units, benefiting from substantial price cuts [8]. Strategic Responses from Automakers - Traditional automakers are adjusting their product positioning and pricing strategies to compete with electric vehicles, with many reducing prices to below 80,000 yuan [10]. - Major brands like Honda and FAW-Volkswagen reported significant sales increases, with Honda's CR-V and FAW-Volkswagen's overall sales showing strong performance [12][14]. - Companies like Geely and Chery are launching new fuel vehicle strategies, emphasizing the importance of fuel vehicles alongside electric models [11][15]. Technological Advancements - Fuel vehicles are increasingly incorporating advanced technologies, such as intelligent driving systems and high-performance chips, to enhance their competitiveness [17][20]. - Recent models from various manufacturers are equipped with features like intelligent parking and advanced driver assistance systems, narrowing the technological gap with electric vehicles [19][20]. - The perception that fuel vehicles are lagging in intelligence is changing, as they now offer many of the same smart features as electric vehicles [20][21]. Future Outlook - The market is expected to evolve into a more diverse landscape where both fuel and electric vehicles coexist, catering to different consumer needs [21]. - Automakers are likely to adopt a multi-faceted strategy, balancing investments in both fuel and electric vehicle technologies to meet varying market demands [21].