燃油车又杀回来了

Core Insights - The article discusses the unexpected resurgence of traditional fuel vehicles in China, highlighting that fuel vehicle sales have increased despite the dominance of electric vehicles in the market [4][11]. Sales Performance - In September, traditional fuel vehicle sales 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 continued significant market presence [6]. Market Dynamics - The rebound in fuel vehicle sales is attributed to a rational market correction following a period of intense competition and price wars [8]. - Discounts on fuel vehicles have been substantial, with average discount rates around 30%, and some luxury models offering discounts exceeding 40% [12]. - The top nine fuel vehicle models accounted for approximately 20% of the entire fuel vehicle market in September [14]. 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 and enhancing vehicle configurations [14]. - Major brands like Honda and FAW-Volkswagen reported significant sales increases, with Honda's CR-V being a key contributor to its growth in China [19][20]. New Strategies for Fuel Vehicles - Companies like Chery and Geely are launching new fuel vehicle strategies, emphasizing the integration of smart technologies into their offerings [22][24]. - Geely's CEO stated that the company will continue to invest in fuel vehicles, recognizing their importance in the market despite the rise of electric vehicles [25]. Technological Advancements - Fuel vehicles are increasingly incorporating advanced technologies such as intelligent driving assistance and smart cockpit features, narrowing the gap with electric vehicles [27][30]. - Recent models from various manufacturers are equipped with high-performance chips and advanced driver-assistance systems, enhancing their competitiveness [30][34]. Future Outlook - The market is expected to evolve into a coexistence model where both fuel and electric vehicles thrive, with automakers adopting diversified strategies to cater to different consumer needs [39][40].