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大六座SUV市场竞争
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靠“贴身肉搏”,谁也占不到便宜
Jing Ji Wang· 2025-08-13 09:58
本刊记者 牛朝阁 汽车行业素有"得SUV者得天下"的说法,近半个月,两款新发布的SUV就让蔚来和理想的高管纷纷下场,近乎"贴身肉搏"。 i8、L90,口水仗不断 首先登场的是理想汽车于7月29日发布的理想i8,这是一款主打家庭用车场景的六座纯电SUV,发售价为32.18万元起。 两天后,蔚来汽车同样发布了六座纯电SUV乐道L90,主攻家庭用车,起售价为26.58万起。 值得注意的是,在乐道L90上市5天后,上市不满一周的理想i8就更改了原本的售价和配置,从原有的三个版本统一调整为单一配置,并增加少量选装,最 终定价为33.98万元。和此前的售价相比,相当于取消了最低版本配置,Max配置售价下调1万元,Ultra配置下调了2万元。 《中国经济周刊》记者 牛朝阁|摄 这两款车发布之后,理想汽车和蔚来汽车开启了"互怼"模式。 7月24日晚间,理想汽车副总裁刘杰在微博发布一张截图,图片疑似为一用户试驾理想i8和乐道L90后的评论,称"理想i8就和坐船一样摇摇晃晃,完全没 有蔚来L90稳当"。刘杰对此表示,"i8还没有开始用户试驾""这是黑水军下一个抹黑理想i8的主要方向吗?" 8月7日,面对行业内"蔚来等企业是幕后黑 ...
雷军尚未入局的风口,如今厮杀正酣
汽车商业评论· 2025-07-18 05:32
Core Viewpoint - The large six-seat SUV market in China is rapidly evolving into a highly competitive segment, with the number of models expected to exceed 20 by 2025, compared to only a few in 2022, indicating a significant increase in market participants and competition [1][9][14]. Market Dynamics - The large six-seat SUV market has transformed from an emerging field to a saturated market, with products ranging from 150,000 to 500,000 yuan, making it difficult to find market gaps [1][18]. - The market is experiencing explosive growth, driven by brands like Li Auto and Aito, which have successfully captured a previously underserved segment of the market [9][10]. - The demand for large six-seat SUVs is being fueled by demographic changes, with 33.7% of families in China having two or more children as of 2023, and an increasing emphasis on space and comfort among middle-class families [9][10]. Competitive Landscape - Li Auto and Aito have established a duopoly in the early stages of the large six-seat SUV market, leveraging their unique product strategies to create brand recognition and market barriers [12][14]. - The competitive landscape is intensifying, with numerous brands planning to launch new models, leading to a potential market shakeout where only a few brands with true differentiation will survive [18][20]. Pricing Strategies - The pricing structure of the large six-seat SUV market is undergoing significant changes, with new entrants needing to either accept established price ranges or find unique selling propositions to compete effectively [20][22]. - The market now features a comprehensive price range, from high-end models like Li Auto L9 and Aito M9 above 300,000 yuan, to mid-range options like Deep Blue S09 and Galaxy M9 between 200,000 and 300,000 yuan, and budget models like Leap C16 and Dongfeng Yipai 008 starting at around 150,000 yuan [21][22]. Future Outlook - The large six-seat SUV market is expected to see continued growth, but the intense competition and price wars may challenge the traditional market leaders, necessitating innovation in technology and user experience to maintain market share [18][20][22].