金十数据5月31日讯，5月31日，针对近日汽车行业掀起的新一轮价格战，中国汽车工业协会发布《关于 维护公平竞争秩序，促进行业健康发展的倡议》。同日，2025（第三届）未来汽车先行者大会拉开帷 幕。在此次大会上，业内不少人士表达了对于汽车行业价格战的看法。"去年全年降价销售的车型有200 多款，今年一季度降价车型有60多款。销量虽然在增加，但利润持续恶化。"中国贸促会汽车分会会长 王侠在此次大会上表示，"搞研发是修炼内功，而打价格战是消耗内功。"与上述观点类似，在小鹏汽车 董事长、CEO何小鹏看来，相比于卷价格，行业要卷科技、卷高度、卷质量。蔚来创始人、董事长、 CEO李斌表示，现在肯定不希望"卷"价格，除了技术还会"卷"服务。此外，广汽集团副总经理閤先庆、 华为智能汽车解决方案BUCEO靳玉志也表达了"行业不要卷价格，要卷价值"的观点。 （每经） 反对"内卷式"恶性竞争 李斌、何小鹏、閤先庆等表态"价格战" ...

每经记者｜李星 每经实习编辑｜余婷婷 在汽车行业新一轮"价格战"打响后，中国汽车工业协会（以下简称中汽协）在5月31日一早发布了《关于维护公平竞争秩序 促进行业健康发展的倡议》，明 确表示支持企业通过正常的方式参与市场竞争，坚决反对无底线的"价格战"。 随后，工业和信息化部相关负责人回应称，赞同并支持中国汽车工业协会提出的倡议，将加大汽车行业"内卷式"竞争整治力度。 5月31日，中国汽车流通协会专家委员会委员颜景辉在接受《每日经济新闻》记者采访时表示，中汽协和工信部在车市半年冲销量时发出"加大汽车行业'内 卷式'竞争整治力度"警示声音，促使市场的价格营销秩序基本维持在一个正常状态，非常及时。"这也是在提醒厂商进行价格营销的时候要适度，抢占份额 不能出现前两年的这种不正当竞争局面。" 对于中汽协的倡议，《每日经济新闻》记者第一时间与比亚迪方面进行了联系，但截至记者发稿时未获回应。 图片来源：每经记者 黄辛旭 摄 无序"价格战"加剧恶性竞争 在颜景辉看来，车企在6月淡季为冲半年销量目标搞促销优惠活动是行业传统性动作，厂家和经销商都是赚钱的。但近一两年来，车市打响的"价格战"，却 是一种生产成本跟销售价格的"倒挂" ...

近日，比亚迪多车型降价促销，此后吉利、零跑等车企跟进，汽车市场新一轮"价格战"再次开打。5月 31日，针对新一轮"价格战"，中国汽车工业协会发布《关于维护公平竞争秩序，促进行业健康发展的倡 议》，直言"内卷式"竞争没有赢家。此后，工业和信息化部相关负责人也表态，支持中汽协提出的《倡 议》。 在《倡议》中，中汽协表示，一段时间以来，行业盈利水平下降，以无序"价格战"为主要表现形式 的"内卷式"竞争，是行业效益下降的重要因素。产品售后服务保障、企业创新发展需要持续加大投入， 而"价格战"严重影响企业正常经营，冲击产业链供应链安全，把产业发展带入恶性循环。 中汽协在《倡议》中提到，5月23日以来，某车企率先发起大幅降价活动，多家企业跟进效仿，引发新 一轮"价格战"恐慌。无序"价格战"加剧恶性竞争，将进一步挤压企业利润空间，进而影响产品质量和售 后服务保障，不仅阻碍行业自身健康发展，也将危害消费者权益，并带来安全隐患。 鉴于此，中汽协倡议：所有企业严格遵从公平竞争原则，依法依规开展经营活动；优势企业不为垄断市 场，挤压其他主体生存空间，损害其他经营者合法权益；企业在依法降价处理商品以外，不以低于成本 的价格倾销商品， ...

Core Viewpoint - The emergence of "zero-kilometer used cars" is causing significant controversy in the automotive industry, with concerns about their impact on the market and potential risks for consumers [2][4][10]. Group 1: Definition and Market Dynamics - "Zero-kilometer used cars" refer to vehicles that have been registered but not sold to end users, essentially new cars sold at used car prices [2][3]. - The pricing of "zero-kilometer used cars" is significantly lower than that of new cars, often by tens of thousands of yuan, which has led to their increased presence in the market [4][5]. - The traditional used car market is struggling, prompting dealers to shift towards "zero-kilometer used cars" as a more profitable business model [5][6]. Group 2: Industry Reactions and Regulatory Actions - The chairman of Great Wall Motors, Wei Jianjun, has publicly criticized "zero-kilometer used cars," highlighting their potential to undermine the automotive distribution foundation [2][10]. - Regulatory bodies, including the Ministry of Commerce, are reportedly convening discussions with automotive manufacturers and used car platforms to address the issues surrounding "zero-kilometer used cars" [2][6]. Group 3: Market Statistics and Projections - In 2024, the total transaction volume of used cars in China is projected to reach 19.61 million units, with "zero-kilometer used cars" accounting for an estimated 46,340 to 855,000 units [7]. - The export of "zero-kilometer used cars" is also significant, with over 90% of exported new energy used cars being classified as such [6][7]. Group 4: Consumer Concerns and Risks - Consumers are expressing concerns about the reliability and potential hidden issues of "zero-kilometer used cars," including the risk of odometer tampering [2][8]. - Experts warn that the existence of "zero-kilometer used cars" may distort market demand and mislead manufacturers and investors regarding actual sales figures [8][9]. Group 5: Recommendations and Future Outlook - Industry experts suggest the establishment of a vehicle lifecycle tracking system to enhance transparency and accountability in the sale of "zero-kilometer used cars" [10]. - Addressing the underlying issues of price wars and regulatory discrepancies is essential for resolving the challenges posed by "zero-kilometer used cars" in the market [10].

5月31日，针对中国汽车工业协会今日发布的《关于维护公平竞争秩序 促进行业健康发展的倡议》，工业 和信息化部有关负责人表示，将加大汽车行业"内卷式"竞争整治力度，坚决维护公平有序的市场环境。 工业和信息化部有关负责人表示，赞同并支持中国汽车工业协会提出的倡议，将加大汽车行业"内卷式"竞争整 治力度，推动产业结构优化调整，加强产品一致性抽查，配合相关部门开展反不正当竞争执法，采取必要的监 管措施，坚决维护公平有序市场环境，切实保障消费者根本利益。 工业和信息化部有关负责人同时指出，企业之间无序"价格战"，是"内卷式"竞争的典型表现，不仅影响产品质 量性能和服务水平，而且损害消费者权益，危及行业健康、可持续发展。可以说，"价格战"没有赢家，更没有 未来。工业和信息化部鼓励企业要通过技术创新、管理创新降低生产成本，不断提高产品品质、提升服务质 量，践行社会责任，打造良好品牌形象，推动汽车产业高质量发展。 此前，中国汽车工业协会发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。 倡议表示，近年来，我国新能源汽车产业快速发展，新能源汽车新车销售占比已经超过40%。当前，行业整体 运行呈现稳中向好态势，市场活力持续释 ...

营收利润环比双降，单车净利缩水 今年一季度，理想汽车营收和净利润虽都实现同比增长，但环比均大幅下跌。其中，营收环比下跌41.4%，净利润环比暴跌81.7%。不过，一季度理想汽车 的车辆毛利率较去年第四季度保持相对稳定。 | | | 截至以下日期止三個月 | | | --- | --- | --- | --- | | | 2024 年 | 2024 年 | 2025 年 | | | 3 月 31 日 | 12月 31 日 | 3 月 31 日 | | | 人民俗 | 人民幣 | 人民俗 | | 車輛銷售收入 | 24,251.6 | 42,643.0 | 24.678.6 | | 車輛毛利率 | 19.3% | 19.7% | 19.8% | | 收入總額 | 25.633.7 | 44.273.7 | 25.926.8 | | 毛利 | 5.284.3 | 8.970.2 | 5.318.5 | | 毛利率 | 20.6% | 20.3% | 20.5% | | 管業費用 | (5,869.2) | (5,266.9) | (5.046.8) | | 經營(虧損) /利润 | (584.9) | 3.703. ...

Core Viewpoint - The recent issuance of a "6.9 yuan limited-time coupon" by Luckin Coffee has sparked discussions and speculation regarding its strategy in response to the ongoing price war with competitors like Kudi Coffee [1][4]. Group 1: Coupon Issuance and Consumer Response - On May 30, consumers noticed a "6.9 yuan limited-time gift" coupon that reduced prices by 3 yuan for various products, leading to a surge in discussions on social media [1]. - Some consumers reported that they did not receive the coupon, with prices remaining at the original 9.9 yuan, prompting Luckin's customer service to clarify that the coupons were randomly distributed by the system [1]. Group 2: Company Response and Pricing Strategy - Luckin Coffee responded to the "6.9 yuan" rumors by stating that the promotion was a special offer for the Dragon Boat Festival and Children's Day, not a price reduction [4]. - The 6.9 yuan price point represents the lowest price for online orders in recent years, highlighting the competitive nature of the coffee market [4]. - In January 2023, Luckin faced backlash for price increases at some locations, where products like lattes and Americanos saw price hikes of 3 yuan [4]. Group 3: Competitive Landscape - The ongoing price war in the coffee and tea sector has seen competitors like Kudi Coffee lowering their prices to 3.9 yuan and 4.9 yuan per cup [4]. - Data from Ele.me indicated that Kudi Coffee's sales surged to become the top coffee category on the platform, with a nearly tenfold increase in orders within 24 hours of a promotional launch [4]. - The coffee industry's price war continues, posing challenges for Luckin Coffee in balancing pricing strategies with consumer expectations [4].

转自：南方日报 今天 话题#瑞幸咖啡降价# 冲上热搜第一！ 不少网友发现 点开瑞幸咖啡的小程序 卡券包里多出了一张优惠券 平时9.9元到手的咖啡 变成了6.9元 该券可以购买店内的多款饮品 对此有网友感慨：最近"商战"这么激烈，难道瑞幸要从9.9元时代进入6.9元时代了吗？ 咖啡仅需6.9元，瑞幸回应：为双节特惠福利 记者今天点开了瑞幸咖啡的小程序，确实发现页面上不少咖啡的预估到手价格变成了6.9元，包含生椰拿铁、美式、鲜萃轻轻栀 子、西瓜冷萃等多款招牌饮品。 记者又打开了京东、美团团购平台，发现各家团购平台上也有不少等于或低于9.9元的团购价格，美团的特价团部分咖啡价格为 5.9元，京东有券的情况下，咖啡加上配送费到手也是9.9元。 而瑞幸咖啡的主要竞品之一库迪咖啡的价格则更低，在京东平台上多款招牌单品价格在3.9元/杯与4.9元/杯左右。 有网友发现，似乎不是每个人的小程序里都有这个6.9元券，自己不常下单的微信号的瑞幸小程序里就没有这张券。 对此，瑞幸咖啡相关负责人回应："我们为消费者推出端午节和儿童节的双节特惠福利，随机发放6.9元优惠券，并非降价。" 瑞幸和库迪曾开启9.9元时代，瑞幸CEO称没有提 ...

" 拼多多Q1业绩远低于市场预期。 " 作者丨梁辰 编辑丨林觉民 无论是主动加大对商户的扶持，还是被动应对国补之下的额外投入和海外关税政策变化，都显著挤压了拼 多多的利润空间。 值得留意的是，促销和广告活动支出继续推高了销售及营销费用，一季度达到了约334.0亿元人民币， 这 一数字甚至超过了处在年末营销大促期的2024年第四季度 ，后者约为313.6亿元人民币。 这股阵痛甚至会延续到第二季度，尤其是利润将继续因拼多多的补贴投入而受到影响。 618大促期间，主要竞争对手都在加码即时零售，这无疑将威胁拼多多的核心基本盘用户的黏性和频次， 更何况这类电商大促一直是利好阿里巴巴、京东和抖音这类品牌场域的电商平台。不仅如此，2025年4 月，拼多多针对商家的千亿补贴支出也将在第二季度业绩上有所体现，而这也将进一步拉高成本。 短期内，拼多多面临多方承压。 拼多多并未直接披露国内市场和海外市场的业绩，而是分别以在线营销服务及其他收入和交易服务收入拆 解营收。业绩报告显示，一季度，在线营销服务及其他收入约为487.2亿元人民币，同比增长15%，交易 服务收入约为469.5亿元人民币，同比增长6%。 这就是一个比耐心的游戏。 ...

Group 1: Pricing Strategies and Competition - Luckin Coffee has introduced a new pricing strategy with drinks priced at 6.9 yuan, down from the previous minimum of 9.9 yuan, amidst a price war in the coffee and tea industry [1] - Competitor Kudi Coffee has significantly reduced its prices to 3.9 yuan and 4.9 yuan per cup, resulting in a nearly tenfold increase in sales on the Ele.me platform [1] - The price reduction by Luckin Coffee is claimed to be part of a promotional campaign for the Dragon Boat Festival and Children's Day, rather than a permanent price cut [1] Group 2: Expansion and Market Presence - Mixue Ice Cream has rapidly expanded its independent coffee brand "Lucky Coffee," aiming to exceed 4,600 stores nationwide by the end of 2024 [2] - Mixue plans to invest at least 4 billion yuan in Brazil over the next 3-5 years for coffee bean procurement and other agricultural products, with plans to open its first store in Brazil [2] - KFC's coffee brand, Kenuo Coffee, has reached its 1,000th store in just two years, highlighting the rapid growth of coffee consumption in China [2] Group 3: Market Trends and Consumer Behavior - The tea beverage sector is also seeing low-priced product launches, with brands like Guming introducing drinks priced at 1 yuan and 3 yuan to attract more customers [3] - The competitive landscape among delivery platforms has led to increased sales for leading tea brands, with Tea Baidao reporting a sales increase of over 20% year-on-year in early May [4] - Nayuki's new store opened and quickly topped the beverage rankings, with a significant increase in orders during the May Day holiday, showcasing strong consumer demand [5]