豪华车「四分天下」格局初显,中国品牌凭何跻身核心阵营?
36氪·2025-12-17 11:45

Core Viewpoint - The luxury car market in China is undergoing a transformation where traditional brand prestige is being replaced by a focus on intelligent experiences and user value, marking a shift from "symbolic consumption" to "meaningful consumption" [5][8][10]. Group 1: Market Dynamics - The luxury car market is now characterized by a competition driven by technological advancements, with traditional luxury brands struggling to keep up as consumers prioritize smart features over brand heritage [3][4][10]. - The sales performance of domestic brands, particularly the Xiangjie S9 and S9T, indicates a significant shift in consumer preferences, as these models topped the sales charts for mid-to-large electric vehicles priced above 300,000 yuan [4][15]. - The emergence of intelligent driving capabilities and advanced user experiences is redefining what constitutes "new luxury" in the automotive sector [18][20]. Group 2: Consumer Behavior - Consumers are increasingly unwilling to compromise on experience for brand prestige, leading to a reevaluation of luxury car value propositions [10][20]. - A significant portion of Xiangjie S9's user base consists of individuals transitioning from traditional luxury brands, highlighting a demand for enhanced experiences and emotional connections [20][33]. - The shift towards a lifestyle brand approach, where vehicles are seen as "life partners" rather than mere transportation, reflects changing consumer expectations [21][33]. Group 3: Competitive Strategy - Xiangjie has adopted a comprehensive strategy that emphasizes technological superiority, user experience, and emotional engagement, moving beyond mere product features [15][33]. - The establishment of a dedicated sales and service network, primarily composed of former dealers from traditional luxury brands, indicates a strategic shift in market positioning [25][26]. - The collaboration between Xiangjie and Huawei aims to leverage advanced technology and manufacturing expertise, enhancing the brand's competitive edge in the luxury segment [27][29][32]. Group 4: Future Outlook - The luxury car market is transitioning towards a model where competition is based on the entire ecosystem, including technology, user relationships, and service experiences [33][34]. - The successful market penetration of Xiangjie signifies a broader trend where Chinese brands are becoming key players in defining new luxury standards, moving from followers to leaders in the automotive industry [33].