作者 | 周智宇 编辑 | 张晓玲 中国新能汽车行业正迎来一个关键分水岭。随着明年新能源汽车购置税免征政策退坡，新能源与燃油车 被拉回同一起跑线，汽车行业也将随之进入竞争更加激烈的阶段。 在11月17日的财报会上，吉利汽车控股行政总裁桂生悦坦言，明年行业将开始大浪淘沙，车企如果没有 强大的盈利能力，相信生存下去是非常艰难的。 他的这番话是对2025年中国车市的疯狂"内卷"的思考，也揭示了吉利去年以来一系列内部资源整合动作 的核心逻辑：面对这场即将到来的淘汰赛，谁都必须严阵以待。 这场淘汰赛的核心，是盈利能力的终极比拼。 这正是吉利今年以来疾风骤雨般整合内部资源、强调"一个吉利"的根本动因。从战略回归到组织架构， 再到推进极氪的私有化合并，吉利的目标只有一个：彻底消除内部消耗，将所有力量拧成一股绳，以最 高效率迎战。 桂生悦在会上透露："我们今年坚决落实回归一个吉利，内部的消耗已经完全没有了。"他同时明确了极 氪的合并进展，法律上已无障碍，目前只待ODI（境外直接投资）审批完成，预计今年的年底之前完成 所有的交割。 这场效率革命的成果，已经清晰地体现在了三季度的财务报表上。今年1-9月，管理费用率已从去年同 期 ...

Core Viewpoint - The trend of young consumers purchasing vehicles from bankrupt car companies, referred to as "zombie cars," is gaining attention, with brands like Neta, Jiayue, and HiPhi being popular choices among this demographic [1][4][5]. Group 1: Consumer Behavior - Young consumers are motivated to buy "zombie cars" due to lower prices resulting from the bankruptcy of these companies, allowing them to afford vehicles that would otherwise be out of their budget [2][4]. - Consumers like Jiang and Guan have shared their experiences of purchasing vehicles at significantly reduced prices, with discounts reaching up to 63,000 yuan for Neta L and 6,999 yuan for Jiayue 07 [4][5]. - The perception of value has shifted, with many young buyers focusing on the practical utility of these vehicles rather than brand reputation or resale value [6]. Group 2: Market Dynamics - The automotive industry is undergoing a "淘汰赛" (elimination race), with many well-known new energy vehicle brands facing bankruptcy or restructuring, indicating a significant shake-up in the market [7][8]. - Industry experts predict that between 2025 and 2027, many companies will be eliminated from the market due to intense competition and a lack of innovation [8]. - The current market is characterized by rapid growth, with the retail sales of new energy vehicles in China reaching 1.4 million units in October 2025, a 17% year-on-year increase, and a penetration rate of 58.7% [9]. Group 3: Sales Performance - Leading companies like BYD and Geely are experiencing substantial sales growth, with BYD achieving a record monthly sales figure of 441,700 units in October [10]. - New energy vehicle sales from emerging brands are also increasing, with companies like Leap Motor and Hongmeng Zhixing reporting record deliveries, indicating a competitive landscape [10]. - The overall automotive market in China is transitioning towards a model dominated by new energy vehicles and exports, suggesting a shift in industry focus and strategy [10].

以下文章来源于字母榜 ，作者张琳 字母榜 . 让未来不止于大 售后无门。 作者 | 张琳 来源 | 字母榜 （ID：wujicaijing） 2024年12月29日，北京六环路上，杨斌驾驶着刚买了一个多月的极越01，车辆智驾系 统突然出现闪退，变道的一瞬间，杨斌吓了一跳，并立刻接管车辆。但与此同时，中控 屏出现了花屏，杨斌只得行至安全地带，并拨打售后电话。 在按照售后指导重启若干次仍然无法恢复正常后，杨斌来到官方指定的领克4S店进行维 修，却被告知店内检测设备尚未配齐。 此时距离极越汽车官方给出售后兜底方案已过去了整整两周时间。杨斌怎么也想不通， 自己刚买了一个月的新车，怎么突然就暴雷了。好在极越背后两个"富爸爸"给出了兜底 售后方案，他才松了一口气。 而今，看似完善的服务措施却难以真正落地，极越车主们越发担忧起来。近日，部分极 越车主发布公开信，喊话吉利、百度。信中称，自2024年12月12日起，全国极越车主 在车辆维修、零配件供应及车载系统稳定性上，面临严重困扰，已对行车安全和车主权 益构成实质性损害。 现如今，买辆车也可能遭遇如买房般的烂尾风险的情况，不止发生在极越车主们身上。 自2018年以来，新能源 ...