设计 | 甄 尤 美 撰文 | 杜 咏 芳 编辑 | 黄 大 路 如果要给2025年的中国汽车产业找一个关键词，你脱口而出的关键词会是什么？ 过去的这一年，一方面国家反内卷有了一定起色，一方面企业又在转型阵痛里磕磕绊绊。存量市场里拼杀血腥气没有一丝一毫的减少，出海寻找 出来面临全球格局变数，焦虑感是行业通病。 面对焦虑，轩辕矩阵CEO贾可说："出发了，就不必再焦虑"（ 贾可2026元旦献词 | 出发了，就不必再焦虑 ）。细读国内各大车企掌舵人2026新年 献词，倾听他们的回顾与展望，我们体会到了反焦虑的一种力量顽强浮现出来——那便是"进"。 不是那种顺风顺水的"进"，而是不服输、不躺平，咬着牙在泥泞里硬蹚出来的"进"。 新年伊始，《汽车商业评论》打捞中国汽车产业2026年新年献词，看2025年，中国汽车究竟"进"在何处？我们又将如何走向未来？ 共探新营销，共创新可能 2025年，"进"在何处？ 2025年，"进"在不再只看销量数字，而是看"含金量"。 北汽集团宣布自主品牌销量6年之后重回百万辆。他们强调这是一个"里程碑式的新'百万'"，其背后，是新能源占比的显著提升，是乘商协同发 力。 长安汽车则告诉大家，它 ...

Core Insights - The automotive industry in Germany, particularly in cities like Wolfsburg, Ingolstadt, and Stuttgart, is facing significant challenges due to declining revenues from major companies, leading to a substantial drop in tax revenues and financial instability for local governments [1][4] Group 1: Economic Impact - The cities are experiencing a severe financial crisis, with local governments resorting to borrowing, increasing fees, and cutting expenditures to address growing budget deficits [1][4] - The overall tax revenue growth in many cities is lagging behind inflation, despite some cities still seeing increases in tax income [3][4] - By 2025, total deficits across German cities are projected to reach €30 billion, surpassing last year's record deficit of €25 billion [4] Group 2: Employment and Industry Changes - The automotive sector has seen a significant loss of jobs, with employment in the industry dropping to 721,400, the lowest level in history, and a year-on-year decrease of over 48,700 jobs, representing a 6.3% decline [5][6] - Suppliers in the automotive industry are facing even greater job cuts compared to manufacturers, highlighting the challenges of transitioning to electric vehicles and related sectors [6] Group 3: Local Government Responses - Ingolstadt's city government is facing a budget shortfall that has nearly tripled initial estimates, with a projected deficit of €88 million from 2026 to 2029 [6] - Local officials are exploring various cost-cutting measures, including reducing public services and potentially increasing property taxes to manage the financial strain [6][7] - The transition of the automotive industry is expected to test the sustainability of high-wage jobs and community services that have historically supported local budgets and quality of life [7] Group 4: Future Outlook - Experts suggest that while the current economic situation is challenging, there are signs of potential recovery, with government spending plans, particularly in defense, expected to stimulate the economy by 2026 [8] - The European Union forecasts a 1.2% growth in the German economy in 2026, indicating a possible turnaround [8]

关注 「电动车公社」 和我们一起重新思考汽车 2003 年 7 月，一篇名为 《十堰 汽车 城何去何从》 的深度文章发表。里面直接指出："没有了灵魂的城市？"、"这不过是早晚要发生的事情"、"做大做强 的配置，十堰很难满足"、"甚至引发了喧嚣一时的废都论"…… 同年 9 月底，东风汽车在武汉经济开发区举行总部新址奠基仪式，正式启动从十堰"迁都"武汉的工作。 东风汽车也是曾经的二汽，是十堰最大的企业，纳税额一度超过十堰财政收入的 50% ，工业产值一度占了十堰总产值的近 60% ，甚至帮助十堰从一个山村 小镇，一举冲到 全国城市综合实力排名第 22 位。 正如民间的说法， 只要二汽打个喷嚏，十堰都会得感冒。某种程度上，在那个年代，二汽就是十堰的天。 那么， 为什么当初二汽会选择十堰， 却又为什 么选择离开？ 第一支柱产业和企业离开后，十堰又将何去何从？ 大家好，我是电动车公社的社长。今天我们来聊聊十堰，看看这座城市在二汽搬离后还有灵魂吗？现在的十堰， 是否还能复刻当年的辉煌？ 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 01. "东风"造就了十堰，十堰成就了"东风" 十堰这个名字，来得很有意思。 明 ...

Core Viewpoint - The Japanese automotive industry is undergoing a significant transformation, driven by the rise of Chinese brands and the shift towards new mobility solutions, with the 2023 Tokyo Motor Show rebranded as the "Japan Mobility Show" reflecting this change [1][4][20]. Industry Transformation - The Japanese automotive sector is transitioning from traditional manufacturing to creating new lifestyles, with a focus on electric vehicles and mobility solutions [1][4]. - The Tokyo Motor Show has shifted its focus to local market needs, showcasing vehicles that may not resonate with international consumers but reflect Japanese consumer preferences [9][22]. Financial Performance - In the first fiscal quarter of 2025, major Japanese automakers reported varying degrees of profit decline, with Toyota's operating profit down 11% and net profit down 37%, while Honda and Nissan experienced both revenue and profit declines [13][15]. - Despite Toyota's strong revenue, the overall financial performance of Japanese automakers indicates a need for adaptation in a rapidly changing market [13][15]. Competitive Landscape - The presence of Chinese electric vehicle manufacturers, such as BYD, has intensified competition, prompting Japanese automakers to innovate and adapt their strategies [7][11]. - Japanese automakers are beginning to incorporate more local elements into their products to better compete in the Chinese market, indicating a shift in strategy [15][20]. Consumer Preferences - Japanese consumers exhibit a strong brand loyalty, which influences their purchasing decisions, contrasting with the more fickle nature of Chinese consumers [24][26]. - The success of Japanese brands in their domestic market is attributed to their deep-rooted brand recognition and customer service, which remains a competitive advantage [24][26]. Future Outlook - The year 2025 is seen as a pivotal point for Japanese automakers, as they must navigate the challenges posed by both domestic and international markets while embracing electric vehicle technology [20][22]. - Collaboration with Chinese partners may become essential for Japanese automakers to leverage local market insights and technological advancements [17][20].

Core Insights - Mercedes-Benz has initiated a significant voluntary layoff plan, aiming to encourage approximately 30,000 employees to leave the company with generous severance packages, reflecting a strategic shift amid declining sales and market challenges [2][5] - The company's global sales have dropped, with a 12% year-on-year decline in Q3 and a 27% drop in sales in China, indicating a critical need for transformation [2][3] - The automotive industry is undergoing a structural shift, with traditional manufacturing roles declining while demand for software and battery expertise is increasing, necessitating a realignment of workforce skills [6][7] Group 1: Layoff and Compensation - Mercedes-Benz's voluntary layoff plan offers substantial severance packages, with senior management receiving over €500,000 (approximately ¥4.13 million) and factory workers receiving compensation equivalent to two years' salary [2] - Approximately 4,000 employees have already accepted the severance offer, highlighting the urgency of the company's transformation efforts [2] Group 2: Sales Performance - In Q3, Mercedes-Benz's global sales totaled 525,300 units, a 12% decrease year-on-year, with total sales for the first three quarters at 1.602 million units, down 9% [2] - The Chinese market, a crucial segment for Mercedes, saw a staggering 27% decline in sales in Q3, worsening from a 19% drop in Q2 [2] Group 3: Industry Context - Other German automakers, such as BMW and Volkswagen, are also facing significant challenges, with BMW's revenue down 8% and Volkswagen's profit down over 38% year-on-year [3] - The automotive industry is experiencing a "double squeeze" on labor structure, with a 5%-8% annual decline in internal combustion engine-related jobs and a growing demand for software engineers and battery experts [6] Group 4: Strategic Shift - Mercedes-Benz is attempting to pivot towards electric and smart vehicle production, with new model launches and significant investments in R&D, particularly in China [3][5] - The company aims to save €5 billion by 2027 through workforce reductions and cost-cutting measures, reallocating resources towards electric and intelligent vehicle development [5][7] Group 5: Future Outlook - The transition in the automotive industry is marked by a shift in value chain dynamics, with software development costs rising from 10% to 40% of total costs, necessitating a reconfiguration of talent [7] - The ongoing transformation may indicate a strategic contraction phase for the entire European automotive industry as major players like Volkswagen and BMW adopt similar restructuring plans [7][8]

Core Viewpoint - The meeting between the chairman of BAIC Group and the chairman and president of Fuyao Group focused on collaboration paths in the context of automotive industry transformation, emphasizing strategic mutual trust and partnership [1] Group 1: Company Collaboration - BAIC Group's subsidiary, Hainachuan, signed a strategic cooperation agreement with Fuyao Group [1] - The discussions aimed to deepen cooperation in the automotive supply chain and address industry challenges [1] Group 2: Industry Positioning - Fuyao Group remains committed to its mission of producing automotive glass for the Chinese market, emphasizing its role as a supporting player in the automotive industry [1] - The company is focused on extending its industrial chain and overcoming critical challenges related to raw materials and production equipment to meet global demand for high-value, high-quality automotive glass [1]

Core Viewpoint - The release of Fu Yuwu's autobiography highlights the evolution and achievements of the Chinese automotive industry, emphasizing the contributions of different generations of automotive professionals and the ongoing transformation towards innovation and independence in the sector [1][3][5]. Group 1: Historical Context - Fu Yuwu identifies himself as the "third generation of automotive professionals" in China, following the foundational first generation and the transformative second generation [3]. - The first generation laid the groundwork for the industry, while the second generation addressed significant gaps in the market, particularly in the passenger vehicle segment [3][5]. Group 2: Personal Journey and Contributions - Fu Yuwu's career began in 1970 at Harbin Automotive Gear Factory, during a time when China's automotive industry was still developing, with an annual production capacity of only a few hundred thousand vehicles [5]. - He participated in various vehicle projects, including the development of light and heavy-duty vehicles, showcasing the hands-on approach of early automotive professionals [5][7]. Group 3: Industry Transformation - The third generation, represented by Fu Yuwu, is tasked with accelerating the independent development of the Chinese automotive industry, transitioning from traditional fuel vehicles to new energy vehicles [7]. - The industry has seen a significant transformation, achieving a leading position in certain areas and establishing a complete supply chain for electric and intelligent vehicles [7][8]. Group 4: Educational and Cultural Impact - Fu Yuwu has been a strong advocate for talent development in the automotive sector, emphasizing the importance of education and the return of overseas talent to contribute to the industry [10][12]. - He co-founded the Beijing Huachi Automotive Culture Foundation to promote innovation and talent cultivation within the automotive field [10]. Group 5: Industry Recognition and Future Aspirations - The autobiography has received praise from various industry leaders, who recognize Fu Yuwu's significant impact on the automotive sector and his vision for its future [13][15]. - Fu Yuwu expresses a desire to see Chinese automotive brands become internationally recognized and synonymous with "Chinese manufacturing," indicating a strong belief in the industry's potential for global competitiveness [21].

Core Insights - BMW emphasizes the importance of independent innovation and open collaboration in navigating the significant transformation of the global automotive industry [2][3] - The company views China as not only its largest single market but also a key driver of technological innovation and automotive industry transformation [2] - BMW is accelerating the development of a smart ecosystem in China, collaborating with technology partners like Huawei and Alibaba to enhance core technologies in smart cockpits and autonomous driving [3] Group 1 - BMW's strategy focuses on integrating local innovation with its core technological advantages to meet Chinese consumer expectations for smart mobility [2] - The new generation of vehicles showcases BMW's advancements in electric, digital, and sustainable development, featuring technologies like the sixth-generation eDrive and panoramic iDrive [2] - The company advocates for responsible use of artificial intelligence, ensuring that all smart technologies undergo rigorous safety testing before implementation [3] Group 2 - BMW aims to drive the automotive industry towards a smarter and more sustainable future by leveraging its R&D capabilities and local partnerships in China [3] - The emphasis on safety as a non-negotiable baseline reflects BMW's commitment to responsible innovation in the automotive sector [3]

Group 1 - The 2025 World New Energy Vehicle Conference was held during the 2025 Munich Auto Show, focusing on "New Stage of Sino-German Cooperation under Industrial Transformation" [1] - Over a hundred representatives from the Chinese and German automotive industries attended the conference, emphasizing the need for collaboration to seize opportunities in the automotive industry's transformation [1] - The President of the German Automotive Industry Association highlighted the complementary advantages of Germany's global layout and China's innovative vitality in electric vehicles, autonomous driving, and artificial intelligence [1] Group 2 - Volkswagen Group's Chairman stated that China remains a core part of their strategy, with approximately 50 million customers in the country [2] - The President of the European Automobile Manufacturers Association noted that China has become the largest and most dynamic automotive market, driving innovation and sustainability [2] - BMW's Chairman emphasized the importance of deepening Sino-German cooperation and acknowledged China's rapid technological advancements and innovation capabilities [2] Group 3 - The Vice President of the China Society of Automotive Engineers described Sino-German automotive cooperation as a model for global collaboration and mutual benefit [2] - The integration of artificial intelligence and clean energy technologies is reshaping the global automotive industry, with low-carbon, electrification, and intelligence as key development directions [2]

Group 1 - The 2025 World New Energy Vehicle Conference was held during the Munich Auto Show, focusing on "New Stage of Sino-German Cooperation under Industrial Transformation" [1] - Over a hundred representatives from the Chinese and German automotive industries attended, emphasizing the need for collaboration in technology innovation and market cooperation to promote high-quality development of the global new energy vehicle industry [1] - The President of the German Automotive Industry Association highlighted the complementary advantages of Germany's global layout and China's innovative vitality in electric mobility, autonomous driving, and artificial intelligence [1] Group 2 - Volkswagen Group has approximately 50 million customers in China, indicating the market's strategic importance for the company [2] - The President of the European Automobile Manufacturers Association noted that China has become the largest and most dynamic automotive market, with significant achievements since local production and R&D began in 2005 [2] - BMW Group's Chairman emphasized the importance of deepening Sino-German cooperation and the unique technological leadership and rapid innovation capabilities of China [2]