近期，一篇关于"雪佛兰退出中国"的报道再度引发关注。 报道称，雪佛兰在中国市场正经历重大战略调整，或已进入退出倒计时阶段。然而，报道发布后，有博主在微博公开否认这一信息，强调："雪佛兰不存在 退出中国一说，因为雪佛兰并非独立运营品牌，而是由上汽通用（SGM）负责运营" 上汽通用总经理卢晓也表示"该消息不实"，并再次强调不会放弃雪佛兰品牌。事实上，从去年开始，上汽通用已多次在公开场合明确表示"雪佛兰不会退出 中国市场"。 带着以上疑问，近日，《车壹条》走访了一家雪佛兰门店，围绕品牌当前优惠力度、未来发展规划以及售后服务保障等问题展开了调查。 有优惠但不至于"打骨折"，店员确认不会再推新车 位于北京某地的雪佛兰4S店，是目前北京市仅存的两家雪佛兰经销商之一。建筑三分之二的空间是荣威飞凡，仅剩一小部分属于雪佛兰，左右相邻的则是 smart和AITO问界。 进入门店后，负责接待的工作人员均位于荣威飞凡的一侧，需经由雪佛兰区域后方通道至荣威飞凡前台，才能找到工作人员。《车壹条》以购车者身份询问 雪佛兰车型时，工作人员便引导至雪佛兰区域。 目前，雪佛兰门店内仅剩探界者Plus、迈锐宝XL和创酷三款展车。据店员介绍，在叠加 ...

新能源车企的共识是今年必须盈利，价格战是一大阻碍，另外一个挑战则是如何用好每一分钱。 新能源汽车持续近两年半的价格战，目前有被叫停的趋势。究其原因，这一轮从新能源汽车引发，传导到整个行业的 降价行为，的确已经脱离了规模化降本的正常路径。 实际上，自从2023年以来，虽热传统车企和造车新势力一直在推动降本，但一直到现在，大部分车企还是没有脱离成 本高企和亏损的泥潭。 2022年中国新能源汽车产销分别完成705.8万辆和688.7万辆，同比分别增长96.9%和93.4%，延续了前一年翻倍的增长 势头。但新能源汽车的规模仍然不算大。到了2024年，这两个数字分别变成了1288.8万辆和1286.6万辆，新能源汽车 占了新车销量的41%，已经接近了50%的水平。 连续维持这种增长速度的代价是巨大的。中国汽车行业的利润率被拉低至4.2%，显著低于整体工业企业5.4%的平均水 平。今年前4个月还在恶化，进一步下降至4.1%。全球目前只有四家新能源车企实现盈利，在比亚迪、特斯拉和理想 汽车之后的是赛力斯。更多的是亏损，甚至有新能源车企连续亏了10年。 价格战下的巨亏 在5月27日的长安汽车2024年度股东大会和股东开放日上 ...

2025年5月末至6月初，中国汽车工业体系接连迎来两份重量级行业倡议。 5月31日，中汽协率先发布《关于维护公平竞争秩序促进行业健康发展的倡议》，直指无序价格战导致 的全行业利润危机。6月3日，全国工商联汽车经销商商会紧急跟进，揭开了经销商体系在价格战冲击下 的生存困境。 这两份文件的密集出台，标志着新能源汽车产业在市场渗透率突破40%的关键节点上，正经历"从规模 到利润"的剧痛转型。当新能源汽车从政策温室走向完全市场化竞争，持续两年的价格混战已让行业生 态发生深刻裂变。 在中国汽车工业协会最新发布的统计数据中，2025年前4月，新能源汽车产销量分别为442.9万辆和430 万辆，同比分别增长48.3%和46.2%，新能源汽车新车销量达到汽车新车总销量的42.7%，标志着我国新 能源汽车产业正式迈入规模化普及阶段。 然而在产销两旺的表象下，行业利润率正经历断崖式下滑。2025年一季度汽车制造业利润率为3.9%， 低于同期下游工业企业5.6%的平均水平。如果把时间倒退回2014年，彼时全国汽车制造业的营收不到 7000亿，但利润率约为8.99%。 价格体系的失衡，始于2023年的"国补退坡"。 随着延续13年的 ...

Core Viewpoint - The television market is experiencing a price war, particularly in the 32-inch segment, with prices dropping to around 500 yuan, but there are notable differences between online and offline sales channels [2][3][11]. Group 1: Market Trends - The online television market is expected to see significant growth during the 618 shopping festival, with sales projected to reach 5.44 billion yuan, a 22% increase year-on-year [3]. - The average price of televisions online is expected to rise to 3,664 yuan, a 14% increase, while offline prices are projected to be 7,194 yuan, up 7.5% [3]. - The 32-inch television segment is seeing intense competition, with many manufacturers launching models priced around 400-500 yuan [16][22]. Group 2: Price Dynamics - Several brands have introduced 32-inch televisions at low prices, such as Philips at 424 yuan and TCL at 509 yuan after subsidies [4][5]. - The price drop in the 32-inch segment is attributed to a combination of national subsidies and a focus on inventory clearance strategies by manufacturers [11][14]. - The cost structure of televisions shows that panel prices significantly influence retail prices, with panel costs accounting for 52% of total costs [12]. Group 3: Consumer Behavior - Offline consumers tend to prioritize picture quality and the ability to see the product in person, contrasting with online consumers who focus more on price [9][10]. - There is a growing trend towards larger televisions, with consumers increasingly opting for high-end products rather than just low-priced options [23][24]. Group 4: Company Performance - Companies like TCL and Hisense have reported revenue growth despite low profit margins, with TCL's revenue reaching 99.32 billion HKD, a 25.7% increase [19]. - Konka, however, has faced significant losses, with a revenue decline of 37.73% and a net loss of 3.296 billion yuan, attributed to intensified market competition [21]. - The overall profitability of television manufacturers remains low, with many operating at margins below 20% [17][18].

Core Insights - The report indicates a decline in the supply of used cars, prompting the industry to readjust growth expectations [1] - The impact of replacement subsidies on the used car market remains uncertain, with the duration of the current used car trend difficult to predict [1] - Ongoing price wars for new cars in May and June may suppress the activity in the used car market [1] - The introduction of new models is not leading to a quick influx of older models into the used car market, with actual transactions primarily involving older vehicles [1]

比亚迪（002594）2024年度股东大会结束后，董秘李黔在下午的交流中表示，请各位放心，比亚迪面对 任何人掀起的价格战，我们玩得起。一样的，我们不打价格战，而是用技术创新、效率提升、规模提 升，把这些所产生的(价值)反馈给我们的用户，这就是比亚迪为中国汽车行业要做出的重大贡献。(南方 财经) ...

小米创始人、董事长兼 CEO 雷军在6 月 3 日的投资者大会上表示， 反内卷不打价格战 ，很快 做汽车芯片。 雷军发布微博，透露小米 YU7 已陆续到店。预计近期将有更多城市迎来 YU7 展车，本月将覆盖 全国 92 城。 IT之家注：小米 YU7 于 5 月 22 日预发布，未公布价格，也未开启小定。发布会现场， 雷军表 示该车价格不可能是 19.9 万元 。按计划，小米 YU7 将于 7 月正式上市，届时将公布售价。 回顾小米 YU7，该车长宽高分别为 4999 x 1996 x 1608（1600）mm，轴距达到 3000mm，属 于中大型 SUV，提供宝石绿、钛金属色、熔岩橙等 9 种配色。 新车座舱内主打"天际屏"和 6.68 英寸后排移动控制屏等配置， YU7 标准版即搭载激光雷达 、 英伟达 Thor 芯片，具备 700TOPS 算力，内置小米端到端辅助驾驶。 YU7：单电机后驱，零百加速 5.88 秒，峰值功率 235kW，峰值扭矩 528N・m，最高车速 240km/h；96.3kWh 磷酸铁锂电池，CLTC 工况续航可达 835km。 YU7 Pro：双电机四驱，零百 4.27 秒，峰值 ...

Core Viewpoint - The coffee industry is facing a significant price war driven by aggressive subsidies from delivery platforms, leading to unsustainable pricing and potential long-term damage to local coffee brands [3][6][32]. Group 1: Price War Dynamics - The coffee price war has resulted in prices dropping below 6 yuan per cup, with extreme cases as low as 2 yuan, making coffee cheaper than bottled water [2][15]. - The average cost of a cup of coffee for major brands like Luckin and Kudi is approximately 10.16 yuan and 9.55 yuan respectively, indicating that current prices are well below cost [17]. - The market share of national chain coffee brands has increased from nearly 80% to over 90% from early April to late May 2025, significantly impacting local brands [19]. Group 2: Impact on Local Brands - Local coffee brands are struggling under the pressure of the price war, with many unable to sustain operations, leading to calls for an end to irrational subsidies [3][5]. - The Chongqing Coffee Association has highlighted that the ongoing price competition is harming local brands' market share and innovation capabilities, with a reported 12% decline in online transaction amounts year-on-year [3][5]. - If the current situation persists, it is expected to adversely affect the livelihoods of more industry workers and the long-term health of the coffee sector [5][6]. Group 3: Consumer Behavior and Market Trends - The aggressive pricing strategies have altered consumer perceptions, with a heightened sensitivity to coffee prices, making it unlikely for consumers to support higher-priced local brands [20][28]. - The coffee market in China has seen a shift towards a more mature consumer base, with an average consumption of 300 cups per year in major cities, indicating potential for growth if pricing strategies stabilize [34]. - The focus on low prices has led to concerns about product quality and sustainability, with reports of diluted flavors and inconsistent product offerings [37][38]. Group 4: Future Outlook - The current price war is viewed as a short-term strategy that may not be sustainable, as it undermines the profitability and operational viability of coffee businesses [21][23]. - There is a growing recognition that the industry must shift from price competition to quality and service differentiation to foster a healthier market environment [36][42]. - Regulatory bodies are beginning to address the issues arising from the price war, indicating a potential shift towards more sustainable competitive practices in the future [38].

Core Viewpoint - The coffee market is experiencing a price war driven by significant subsidies from delivery platforms, leading to prices lower than bottled water, which has attracted a large number of consumers [1][2][6]. Group 1: Market Dynamics - Major platforms like JD.com and Taobao are offering substantial discounts, with prices for various coffee products dropping to as low as 1.68 yuan from original prices around 15.99 yuan [2][5]. - The "100 billion subsidy" initiative has resulted in a surge in orders, with Kudi Coffee reaching over 10 million orders in a single day, and some regions seeing a 200% increase in milk tea delivery compared to the previous year [2][4]. Group 2: Company Strategies - Kudi Coffee has reported a significant increase in sales, with daily orders reaching 400 cups, attributed to the ongoing subsidy campaigns [4]. - Luckin Coffee has also responded to the price war by offering limited-time coupons, reducing prices from 9.9 yuan to 6.9 yuan, which has led to increased sales both for delivery and in-store orders [5]. Group 3: Cost Management - Leading coffee brands are focusing on cost control from the supply side to maintain profitability despite lower prices. For instance, Luckin Coffee has built its own roasting factories, reducing roasting costs by 20%, while Kudi Coffee has partnered directly with coffee bean producers to lower costs by 25% [6]. - The current price reductions are primarily due to external subsidies rather than self-imposed price cuts by brands, indicating that quality is likely to remain stable [6].

Core Viewpoint - The approval of the first domestically produced nine-valent HPV vaccine by Wantai Biological Pharmacy is expected to disrupt the market dominance previously held by Merck's Gardasil 9, enhancing the company's competitive edge and product line [2][4]. Group 1: Market Dynamics - The nine-valent HPV vaccine, named "Xinkening 9," is approved for use in females aged 9 to 45, with different dosing schedules based on age [2][4]. - Currently, there are six HPV vaccines available in the domestic market, including two-valent and four-valent vaccines from GSK and Merck, as well as two-valent vaccines from Watson Bio and Wantai Biological [3][4]. - Merck's Gardasil 9 has maintained a monopoly in the market since its approval in 2018, with an estimated issuance of approximately 31.14 million doses in 2024 [3]. Group 2: Competitive Landscape - The introduction of Wantai's nine-valent HPV vaccine may accelerate market changes, as domestic vaccine companies are rapidly advancing through technological upgrades and product iterations [4]. - Analysts suggest that the pricing of Wantai's nine-valent HPV vaccine will be a focal point, with expectations of a potential price war due to the lower production costs and high capacity of domestic vaccines [4][5]. - Other domestic companies, such as Yunnan Watson Bio, are also progressing in the development of nine-valent HPV vaccines, indicating a competitive environment [4][5]. Group 3: Low-Cost Vaccine Market - The approval of Wantai's nine-valent HPV vaccine raises questions about the future of low-cost HPV vaccines, which are still relevant for price-sensitive populations [5][6]. - Companies like Kanglao Weishi are also entering the market with a three-valent HPV vaccine aimed at cost-sensitive consumers, indicating a strategy to capture both government procurement and self-pay markets [5]. - The low-cost vaccines are expected to maintain their market position in economically underdeveloped regions, serving as a complement to higher-priced vaccines [5][6].