新浪科技讯 1月9日下午消息，针对近期受关注的购置税补贴政策问题，极氪发布声明称，因极氪原因 导致车辆未能在2025年12月31日前运抵用户所在城市的订单，正全力推进交付，这些订单的车主均正常 享受购置税兜底政策。 对于车辆已在2025年12月31日前运抵，但因用户个人原因未能在年内完成付款开票及提车的订单，则无 法适用上述兜底政策。相关车主可享受极氪在2026年1月公布的对应车型购置税补贴权益。 对于推出"先付款后验车"服务，声明称，是为了进一步优化提车流程、缩短等待周期，部分门店交付伙 伴在与用户沟通时表述不够严谨，引发了用户的疑虑。目前，已要求交付团队主动联系相关用户，确保 政策内容清晰传达、服务流程落地到位。 以下为声明全文： 关于极氪2025跨年购置税补贴政策的说明 极氪2025全系车型跨年购置税补贴方案正在顺利执行。为更清晰地说明，现就车主关心的政策执行标准 与近期问题沟通如下： 针对该项服务，部分门店交付伙伴在与用户沟通时表述不够严谨，引发了用户的疑虑。对此，公司高度 关注重视。 目前，我们已要求交付团队主动联系相关用户，确保政策内容清晰传达、服务流程落地到位。同时，公 司已立即启动内部专项培训 ...

Group 1: Market Dynamics - The competition among car manufacturers has intensified at the beginning of the year, with various promotional activities launched to attract consumers due to new policies like halving the new energy vehicle purchase tax and adjusting national subsidies [1][8] - Multiple car companies, including Tesla and Xiaomi, have introduced new financial policies and promotional offers to stimulate sales, indicating a proactive response to market dynamics [2][4] Group 2: Price Adjustments - BMW has adjusted the suggested retail prices of over 30 models, with the largest price drop being 301,000 yuan for the i7 M70L, reducing its price from 1,899,000 yuan to 1,598,000 yuan [2][3] - The price reduction for the iX1 eDrive25L is 24%, dropping from 299,900 yuan to 228,000 yuan, reflecting BMW's strategy to respond to market conditions [2] Group 3: Consumer Incentives - Tesla has launched a limited-time long-term purchase plan, offering low monthly payments for Model 3 and Model Y, with a down payment starting at 79,900 yuan and monthly payments as low as 1,918 yuan [4][5] - Xiaomi's new financial policy for the YU7 includes a 3-year interest-free option, with a down payment starting at 74,900 yuan and monthly payments from 4,961 yuan [5] Group 4: New Product Launches - Xiaomi has announced the new generation SU7, with a starting pre-sale price of 229,900 yuan, and plans to deliver the vehicle in April 2026 [6] - XPeng Motors is set to launch the new P7+ and G7 models, with the G7 achieving a comprehensive range of over 1,100 kilometers in cold conditions [7] Group 5: Policy Impact - The recent policy changes, including the adjustment of the new energy vehicle purchase tax from full exemption to a 50% reduction, are expected to increase consumer costs and influence purchasing decisions [3][8] - The government has introduced a 15,000 yuan subsidy for vehicle purchases completed before January 18, further incentivizing consumers [4]

Group 1 - Zeekr's subsidiary, Weirui, has filed a lawsuit against Aisin Wanda for 2.314 billion yuan due to battery quality issues [1][2][13] - The lawsuit claims that the battery cells delivered from June 2021 to December 2023 had quality problems that caused financial losses [2][15] - Aisin Wanda is currently undergoing IPO guidance while also pursuing a Hong Kong IPO [1][13] Group 2 - The lawsuit is based on numerous complaints from owners of the Zeekr 001 model, reporting issues such as reduced charging speed and inaccurate battery capacity [3][16] - In response, Zeekr initiated a "Winter Care Activity" to offer free battery health checks for affected vehicle owners [4][17] Group 3 - Prior to the lawsuit, the partnership between Geely and Aisin Wanda was seen as a model of industry collaboration, with significant awards and recognition for their joint efforts [5][18] - Aisin Wanda's financial performance has raised regulatory concerns, with reported revenues of 11.12 billion yuan in 2023 and a net loss of 1.56 billion yuan [5][18] Group 4 - Analysts had previously viewed the collaboration with Geely as a positive factor for Aisin Wanda's future performance, with expectations of significant growth in their battery business [6][19] - Following the lawsuit, optimistic profit forecasts for Aisin Wanda may need to be reassessed, as the case has been accepted by the court but not yet formally heard [6][19] Group 5 - Zeekr aims for a 34% increase in sales for 2026, targeting 300,000 units, following a disappointing 2025 performance where actual sales were only 70% of the target [10][21] - The latest subsidy policies for 2026 are expected to positively impact Zeekr, particularly for mid-to-high-end electric vehicles [11][25]

Core Insights - Zeekr showcased its luxury flagship models, Zeekr 9X and 009 Glorious Collection, at CES 2026, marking their debut overseas [1] - The Zeekr 9X, as a newly launched vehicle, achieved over 10,000 deliveries in December, with an average price per vehicle reaching 538,000 yuan [1] - Both models incorporate Geely's technological advancements, including the Haohan-S luxury hybrid architecture and Haohan AI digital chassis [1] - Zeekr has expanded its presence to over 50 countries and regions, with more than 640 global stores [1] - After rebranding under Geely, Zeekr is focusing on the luxury segment, aiming to promote Chinese manufacturing on the global stage [1]

Core Viewpoint - Lei Jun's recent live broadcast aimed to address controversies surrounding Xiaomi's automotive products, particularly the new Xiaomi SU7, by showcasing product features and safety measures, marking a shift towards transparency in the automotive industry [1][5][24]. Group 1: Product Launch and Features - The new generation Xiaomi SU7 is available for pre-order starting at 235,900 yuan, with an expected launch in April 2026 [3][9]. - The SU7 features an upgraded 800V high-voltage platform, 5C fast charging, standard laser radar, and a range of up to 900 km [9][11]. - The vehicle's interior has been redesigned for improved quality, featuring new color schemes and enhanced design elements [10]. Group 2: Market Challenges and Competition - Xiaomi aims to deliver 550,000 vehicles in 2026, with the SU7 playing a crucial role in achieving this target amidst increasing competition in the electric vehicle market [9][20]. - The automotive sector is facing intensified competition, with rivals like Tesla Model 3 and BYD Han targeting the 200,000 to 300,000 yuan price range [18]. - The 2026 reduction in new energy vehicle purchase tax subsidies may impact market dynamics, adding pressure on Xiaomi to maintain competitive pricing and product appeal [18][20]. Group 3: Public Relations and Consumer Response - Lei Jun's live broadcast attracted millions of viewers, with significant engagement on social media, indicating a successful attempt to counter negative perceptions and boost consumer confidence [7][22]. - Following the live stream, there was a 32% increase in orders for the Xiaomi YU7, demonstrating a positive consumer response to the transparency initiative [22]. - The company acknowledges the need to improve communication strategies and address consumer concerns more proactively to avoid past pitfalls [20][24].

Core Insights - The Zeekr 9X has officially obtained an L3 autonomous driving road testing license, covering over 9,200 square kilometers in Hangzhou, making it the largest L3 testing permit in China [1] - The key foundation for this breakthrough is the Qianli Haohan H9 system, which is equipped with the 520-line ultra-vision digital lidar from Suteng Juchuang (02498), the only mass-produced lidar in the industry with over 500 lines [1] - Higher line counts in lidar technology provide enhanced resolution and richer environmental detail perception, which is crucial for the transition of system responsibility in L3 autonomous driving [1] Industry Implications - The advancement of L3 testing and regulations highlights the increasing demand for high-performance perception hardware [1] - The mass production application of Suteng Juchuang's EM4 series ultra-high line count digital lidar in vehicles like the Zeekr 9X signifies that ultra-high line count digital lidar is becoming a foundational element for the safe implementation of L3 technology [1]

Core Viewpoint - The Zhike 9X has officially obtained an L3 autonomous driving road test license, covering over 9,200 square kilometers in Hangzhou, making it the largest L3 testing permit in China [1] Group 1: License and Coverage - The L3 autonomous driving road test license allows for testing across the entire Hangzhou area, which spans more than 9,200 square kilometers [1] - This license is significant as it represents the largest coverage area for L3 testing permits in the country [1] Group 2: Technology and Hardware - The key technology enabling this breakthrough is the Qianli Haohan H9 system, which is equipped with the 520-line ultra-vision digital lidar from Suoteng Juchuang (02498) [1] - The 520-line lidar is currently the only mass-produced lidar in the industry that exceeds 500 lines, providing higher resolution and richer environmental detail perception capabilities [1] - The increased line count of the lidar is crucial for the transition of system responsibility for L3 autonomous driving, offering essential hardware support [1] Group 3: Market Implications - As L3 testing and regulations progress, the demand for high-performance perception hardware is becoming increasingly clear [1] - The mass production application of Suoteng Juchuang's EM4 series ultra-high line count digital lidar in vehicles like the Zhike 9X signifies that ultra-high line count digital lidar is becoming a foundational element for the safe implementation of L3 technology [1]

Core Insights - Zeekr showcased its luxury flagship models, Zeekr 9X and 009 Glorious Edition, at CES 2026, marking their international debut [1][3] - The Zeekr 9X, a newly launched vehicle, achieved over 10,000 deliveries in December, with an average price of 538,000 yuan [1][3] - Both models incorporate Geely's technological advancements, including the Haohan-S luxury hybrid architecture and Haohan AI digital chassis [1][3] - Zeekr has expanded its presence to over 50 countries and regions, with more than 640 global stores [1][3] - After rejoining Geely, Zeekr is focusing on the luxury segment, aiming to promote Chinese manufacturing on the global stage [1][3]

Core Insights - The article highlights the development of the Xiaoshan Economic and Technological Development Zone (Xiaojingkai) as a hub for advanced manufacturing, particularly in the smart connected vehicle sector, showcasing significant growth and investment in this area [3][4][7] Group 1: Industry Growth and Investment - Xiaojingkai is focusing on high-end manufacturing, with the smart connected vehicle industry being a key sector, projected to reach a scale of 100 billion yuan [3] - The introduction of key projects like Zeekr headquarters and Jidian Electronics is enhancing the automotive supply chain, with Jidian Electronics expected to generate an additional output value of 3 billion yuan [4] - From January to October 2025, the output value growth rate for 23 smart connected vehicle enterprises in Xiaojingkai reached 42.4%, with 13 key enterprises exceeding 1 billion yuan in growth rate at 44.6% [4] Group 2: Technological Innovation and Transformation - The modern textile and apparel industry in Xiaojingkai is revitalizing through "Artificial Intelligence +", with the region being a core area for this sector in Zhejiang Province [5] - Companies like Hangzhou Simei Clothing Co., Ltd. are expanding into specialized protective gear while holding multiple patents for sewing equipment, indicating a shift towards higher value in the supply chain [5] Group 3: Systematic Support and Ecosystem - A specialized working mechanism has been established to support the smart connected vehicle and aerospace industry clusters, tracking 26 projects with a total planned investment of 34.55 billion yuan [6] - Collaborations with high-level innovation platforms like Zhejiang University Hangzhou International Innovation Center are enhancing local manufacturing capabilities [6] - Xiaojingkai aims to create a modern industrial system that supports the "296X" advanced manufacturing cluster in Hangzhou, positioning itself as a key player in the global advanced manufacturing landscape [7]

Core Insights - The new energy vehicle (NEV) industry in 2025 has shown a clear division between leading brands and those lagging behind, with a notable performance from new entrants like Leap Motor, Hongmeng Zhixing, and Xiaopeng, which have solidified their positions in the first tier of the market [2][5][6] - Traditional automakers' second-generation brands, such as Deep Blue, Zhiji, and Avita, despite having strong backing, have struggled to compete and remain in the second tier [2][5] Market Performance - In 2025, the top three new car brands were Leap Motor (596,555 units, +103%), Hongmeng Zhixing (589,107 units, +32%), and Xiaopeng (429,445 units, +126%) [5][7] - Other notable brands included Xiaomi Auto (over 411,625 units), Li Auto (406,343 units), and Deep Blue (333,117 units) [5][7] - The bottom performers were Avita (128,772 units), Zhiji (81,000 units), and Deep Blue (150,169 units), with Zhiji being the only brand with sales below 100,000 units [6][7][8] Competitive Landscape - The NEV market is transitioning from growth to intensified competition, with a resurgence of price wars as seen with BMW's significant price cuts across multiple models [3][4][14] - The first-tier brands are primarily pure new car manufacturers, while many second-tier brands are traditional automakers' second-generation brands, which have shown promising growth rates despite lower overall sales [8][11] Future Outlook - The NEV market is expected to see slower growth in 2026, with predictions of only about 2% increase in sales, leading to a more competitive environment [14][15] - Brands like Lantu and Deep Blue are anticipated to perform well in 2026, with Lantu expected to expand its product lineup significantly and Deep Blue achieving high delivery rates [19][21] - Conversely, brands like Avita and Zeekr may face challenges in maintaining momentum due to market saturation and pricing pressures [22][25] Consumer Sentiment - Consumers show a preference for traditional automakers' NEV brands, citing concerns over the stability and reliability of newer entrants [26][27] - The backing of established manufacturers provides a sense of security for consumers, influencing their purchasing decisions [26][27]