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车圈“兄弟连”互撕升级,比亚迪还能顶住吗?
以下文章来源于徐梅方先生 ,作者徐梅方 徐梅方先生 . 有趣的案例,独到的见解,最新的趋势,都在这里等你来发现,一起在商业海洋乘风破浪! 作者 | 徐梅方 来源 | 徐梅方先生 导语:卷赢对手没意义,只有卷出标准、技术和信任,中国车企才算赢。 重庆的火锅还在沸腾,汽车圈的"战火"比锅底还热。 前不久,长城老板魏建军的"车圈恒大论", 虽然没点名,但舆论都默认指向比亚迪,气得比亚迪公 关李云飞连发微博,又是"狗不能咬人"的隐喻,又是鬼吹灯配图,双方就差扯开膀子互干一场了 。 如今吉利公开站队,称自家测试和长城之前的测试"完全一致",再次把比亚迪的旧伤疤撕出血。 杨 学良的控诉刀刀见血:"排放不达标是违法犯罪!长城当吹哨人举报两年,结果呢? 不了了之! 6月7日的汽车论坛上,吉利高管杨学良对着比亚迪"开炮",指责行业内卷恶性竞争,甚至重提"常压 油箱"旧账,称吉利的拆解测试与长城举报内容一致。台下的广汽埃安负责人肖勇立刻附和,笑称 杨学良是"车圈嘴替"。 而就在24小时前,比亚迪李云飞刚吐槽过"又坏又蠢"的拉踩论,一场没有硝烟的车圈战争,就这样 在镁光灯下撕开了口子。 这场互撕的导火索,正是藏在一句句内涵里。比亚 ...
汽车行业周报:新汽车央企将成立,乘用车行业加速整合
Investment Rating - The report maintains an investment rating of "Recommended" for the automotive industry [2][5]. Core Insights - The establishment of a new central automotive enterprise is expected to accelerate the consolidation of the passenger car industry, enhancing operational efficiency and decision-making autonomy for companies like Changan Automobile [5][15]. - The passenger car market is entering a phase of accelerated elimination, and the new central enterprise is anticipated to strengthen the competitiveness of state-owned enterprises in the new energy market [5][15]. Industry Dynamics - Notable industry news includes NIO's plans to enter seven European markets between 2025 and 2026, and BYD's collaboration with Xiaojuchongdian and Xindian to build megawatt fast-charging stations [5][16]. - The automotive sector's performance from June 3 to June 6, 2025, shows that the automotive index underperformed the CSI 300 index by 0.71 percentage points, with a slight increase of 0.17% in the automotive sector [5][38]. Data Tracking - In April 2025, retail sales of passenger vehicles reached 1.75 million units, a year-on-year increase of 14.46%, while new energy vehicle retail sales reached 905,000 units, up 33.67% year-on-year [5][67]. - The penetration rate of new energy vehicles in retail sales reached 51.6%, an increase of 7.35 percentage points year-on-year [5][67]. - The report highlights that the sales of L2.5 and above intelligent driving vehicles reached 365,400 units in March 2025, with a penetration rate of 18.86% [5][79].
观察|“2025中国汽车重庆论坛”:构建“内卷”失序防护网,出海快慢之道是新命题
Mei Ri Jing Ji Xin Wen· 2025-06-09 09:10
Core Viewpoint - The "involution" phenomenon in the Chinese automotive industry remains a focal point of discussion, with industry leaders expressing concerns and commitments to resist it, yet uncertainty about how to effectively end it persists [1][2]. Group 1: Involution Concerns - Industry representatives acknowledge the dangers of "involution," with some companies like Changan Automobile promising to prioritize product safety, quality, and service over competitive practices that harm consumer interests [1]. - The automotive sector has previously relied on self-regulation to combat "involution," but this approach has proven insufficient, leading to fears of disorder within the industry [2]. - Changan's chairman noted the overwhelming number of new passenger car brands, approximately 70, complicating the competitive landscape [2]. Group 2: International Expansion - Chinese automotive companies are increasingly focusing on international markets, with 2023 marking China as the world's largest automobile exporter, surpassing Japan [4]. - Challenges in international markets include tariff barriers in high-end markets like the EU, necessitating local production and value creation for market acceptance [4]. - Trust and brand influence in markets like Thailand are critical, with suggestions for Chinese brands to enhance after-sales service and learn from established players like Toyota [5]. Group 3: Industry Self-Regulation and Legal Framework - The need for legal frameworks to address industry chaos was emphasized, particularly if self-regulation fails [3]. - Companies like Geely have committed to not building new factories, indicating a shift in strategy to avoid overcapacity [3]. Group 4: Market Entry and Brand Building - Establishing brand recognition in new markets is a time-consuming process, with patience being a recurring theme among industry leaders [6]. - The importance of product reliability and quality in building consumer trust in overseas markets was highlighted, as failures can have lasting negative impacts on brand reputation [6]. - The competitive landscape is expected to intensify, with predictions of a "淘汰赛" (elimination round) phase in the coming years [2].
吉利表示不再建设新的汽车工厂 汽车“内卷”时代要终结?
Huan Qiu Wang· 2025-06-08 03:13
Group 1 - The chairman of Geely Holding Group, Li Shufu, highlighted the serious overcapacity in the global automotive industry and announced that Geely will not build or expand production facilities, opting instead to utilize existing global overcapacity through pragmatic cooperation and resource restructuring to enhance utilization rates among peers [1] - Li Shufu compared the development of the Chinese automotive industry to a marathon, indicating that the primary competition occurs domestically with a low export ratio, and he criticized certain companies' competitive practices as "embarrassing" [1] Group 2 - Multiple government departments have recently issued regulatory policies to address "involution" in the automotive industry, with the Ministry of Commerce emphasizing the strategic importance of the automotive sector and pledging to enhance market research and policy guidance to eliminate barriers to automotive consumption [3] - The Ministry of Industry and Information Technology supported the initiative from the China Automotive Industry Association to intensify efforts against "involution" competition, advocating for structural optimization and consistency checks in products, while also addressing unfair competition [3] - The China Association of Automobile Manufacturers reported that a recent significant price cut by one automaker triggered a new wave of price wars, which could squeeze profit margins, affect product quality and after-sales service, and ultimately harm consumer rights and the sustainable development of the industry [3]
突然宣布:不再建厂
Zhong Guo Ji Jin Bao· 2025-06-07 16:14
Group 1: Company Insights - Geely Holdings Group Chairman Li Shufu announced that the company will no longer build new automobile factories or expand existing production capacity due to serious overcapacity in the global automotive industry [3] - Li emphasized the importance of utilizing existing global overcapacity and engaging in pragmatic cooperation and resource restructuring to enhance competitiveness in the global market [3] - Geely Holdings owns multiple automotive brands, including Geely Auto, Zeekr, and Volvo [3] Group 2: Industry Regulations and Competition - Multiple government departments have recently issued a series of regulatory policies to address the phenomenon of "involution" in the automotive industry [4] - The Ministry of Commerce highlighted the automotive industry as a strategic and pillar industry for the national economy, emphasizing the need to release consumption potential and cultivate new growth points [5] - The Ministry of Industry and Information Technology supports the initiative from the China Automotive Industry Association to strengthen the regulation of "involution" competition and maintain a fair market environment [6] - The Ministry of Industry and Information Technology pointed out that chaotic "price wars" are a typical manifestation of "involution" competition, which harms product quality and consumer rights [6]
坚守三条底线,中国贸促会汽车行业分会反对内卷再发声
news flash· 2025-06-07 01:06
中国贸促会汽车分会会长 王侠:据不完全统计,2025年前4个月降价车型已达60多款;刚刚过去的5 月,情况进一步加剧,降价车型达百余款之多,降价幅度最高超5万。降价带来销量增长的同时,也导 致行业利润进一步下探至4%以下的极低水平。 在6月6日开幕的2025中国汽车重庆论坛上,中国贸促会汽车行业分会会长王侠表示,无论市场竞争多么 激烈,企业都应坚守三条底线。 中国贸促会汽车分会会长 王侠:一是坚持质量与安全标准不动摇,守住法律法规底线;二是坚持诚信 经营和契约精神,维护合作共赢的产业链关系,守住商业道德底线;三是坚持长期主义,以技术创新和 差异化构筑价值高地,拒绝低于成本价销售,守住可持续发展的底线。 王侠同时指出,适度降价、有序竞争本是市场经济的正常现象,也是行业走向成熟的必经阶段,但无底 线的价格战和盲目追求技术突破会挤压企业合理利润空间,进而影响产品和服务质量,最终不利于企业 和消费者。 继中国汽车工业协会发布反对"内卷式"竞争的重要倡议之后,中国贸促会汽车行业分会进一步表态,反 对汽车行业"内卷",呼吁为企业和消费者创造良好市场环境。 此外,长安汽车、广汽集团、赛力斯等多家自主品牌车企负责人也在本次论 ...
有效整治汽车行业“内卷式”竞争
Jing Ji Ri Bao· 2025-06-06 21:45
中国汽车工业协会近日发布《关于维护公平竞争秩序促进行业健康发展的倡议》,明确反对车企之间无 序"价格战"。工业和信息化部也表示,无序"价格战"没有赢家,更没有未来,将加大汽车行业"内卷 式"竞争整治力度。 同时,以无序"价格战"为主要表现形式的"内卷式"竞争,也会导致生产企业过度关注短期利益,忽视长 期创新和研发投入。汽车是一个高度依赖技术创新和品牌效应获得市场竞争优势的产业。只有具备持续 的盈利能力,企业才能持续投入产品研发、推动技术创新、树立良好品牌形象。相反,低价质次的汽车 产品,不仅容易给人留下低端印象,不利于企业品牌形象提升,而且会拖累中国汽车行业转型升级步伐 和结构调整,不利于中国制造向全球价值链中高端迈进。 以无序"价格战"为主要表现形式的"内卷式"竞争极具破坏性,当前已成为阻碍我国汽车行业高质量发展 的绊脚石。此次行业协会和相关部委表态,给无序"价格战"踩刹车,很有必要。但要真正刹住无序"价 格战",有效整治汽车行业"内卷式"竞争,还需要疏堵结合、综合施策。 一方面,要引导车企转变发展理念,实现经营策略由价格竞争转向价值竞争。企业应将更多资源聚焦在 技术创新和品牌建设上,加速形成新质生产力和差 ...
长安“单飞”,不再等风
Hu Xiu· 2025-06-06 13:57
图源AI 在浩瀚的宇宙中,存在两颗恒星合并的现象,合并后它们能散发出更耀眼的光芒。但如果两颗恒星的质量相差过大,引力潮汐作用会将小恒星撕裂。或 者,当轨道不够稳定时,两颗恒星在相互靠近时会被甩离,合并无法完成。 类似的道理,在汽车行业中也同样适用。今年2月9日,长安、东风发布突然官宣称要进行合并重组。而116天之后,新公告出炉,合并终止,两大央企仍 维持自己的"轨道"。三大品牌长安启源、阿维塔、深蓝集体喊出新央企口号。 相比合并,这次更值得关注的是,长安汽车的身份转变。6月5日,长安汽车发布公告称,接到兵器装备集团通知,兵器装备集团收到国务院国有资产监督 管理委员会通知,经国务院批准,对兵器装备集团实施分立。 其汽车业务分立为一家独立中央企业,由国务院国资委履行出资人职责;国务院国资委按程序将分立后的兵器装备集团股权作为出资注入中国兵器工业集 团有限公司。本次分立后,长安汽车间接控股股东将变更为汽车业务分立的中央企业,实际控制人未发生变化。分立重组不会对公司正常生产经营活动构 成重大影响。 "身份升级"后,长安汽车或将成为中国第九十九家央企,以及第三家汽车央企。 三年前的预言,一语成谶 早在2022年,长安汽 ...
蔚来、小鹏、小米汽车,纷纷订立“扭亏为盈”时间表
第一财经· 2025-06-06 04:57
2025.06. 06 本文字数:2453,阅读时长大约4分钟 作者 | 第一财经 李隽 2025年行将过半,"厮杀"方酣的纯电技术路线的造车新势力,纷纷设定了在今年四季度实现盈利的 目标。 小米创始人雷军新近在该公司投资者大会上称,小米汽车业务预计将在今年三、四季度盈利。而蔚来 (09866.HK)、小鹏汽车(09868.HK)等该公司的创始人,也不约而同将"扭亏为盈"汽车业务实 现盈利目标时间,定在了今年第四季度。 业内人士认为,这些纯电路线的车企要在第四季度实现盈利,需要有一定的条件,首先销售量必须能 够继续扩大规模,通过规模效应来降低平均成本;管理方面,也要通过细化管理实现"降本增效"; 另一方面,智能化和全球化的发展,也是车企能否实现盈利的关键所在。 另一方面,关于汽车行业的"价格战",近日工信部、中汽协相关发言人均就国内乘用车"内卷式"竞 争发声呼吁改善目前的态势;业内人士认为,如果"价格战"暂缓下来的话,有望改善行业竞争格 局,将会对这些车企利润状况有正面影响。 纷纷设定四季度实现盈利目标 标 , 也 是 四 季 度 实 现 盈 利 , 并 预 期 二 季 度 的 总 交 付 量 为 7.2 万 ...
两大汽车央企合并再起悬念,独立的长安汽车重掌主动权
Xin Lang Cai Jing· 2025-06-06 11:35
智通财经记者 | 周姝祺 一则突发公告让长安汽车和东风汽车推进了116天的合并重组事宜再度留有悬念。 6月5日,长安汽车发布公告称,母公司兵器装备集团将实施分立,其汽车业务分立为一家独立的中央企业,由国务院国资委履行出资人职责。在分立完成 后,长安汽车的间接控股股东将变更为汽车业务分立的中央企业,实际控制人未发生变化。 同一时间,兵装集团旗下汽车业务上市公司东安动力、湖南天雁等均发布相同公告。这意味着,原兵装集团汽车业务公司将组合成为与东风汽车集团、一汽 集团同级的第三家一级央企。长安汽车受新汽车央企的控制,仍为二级央企。 由于兵装集团分立牵扯到此前与东风汽车集团重组事宜,同日东风汽车集团发布公告明确表示,"暂不涉及相关资产和业务重组"。两家汽车央企的合并工作 就此按下了暂停键。 在今年4月长安汽车年度业绩说明会上,长安汽车董事长朱华荣首次公开确认,长安汽车与东风集团的战略重组方案已"基本完成"。而一个月后,他没有在 股东大会上给出明确进展,仅表示重组对于长安汽车未来国际化、全球化、市场化等发展更加有利,不会影响长安汽车既定的方针、战略发展和品牌布局。 东风集团和长安汽车均处于新能源汽车转型的关键时期,仍有尚 ...