马年春节后，新能源汽车高端化走向渐显，随着自主品牌多款高端新能源汽车上市，车市的竞争聚焦15～20万元价格区间车型，而前3 年，10～15万元价格区间一直是车市竞争的主战场。据第一财经不完全统计，3月以来，已有超过7款新能源新车上市指导价或预售价在15 万元以上，车市价格竞争区间正在变化。 具体来看，昊铂A800搭载全套华为系辅助驾驶和智能座舱，起售价落在16万元区间；小鹏X9纯电版本起售价落在30万元区间；鸿蒙智行 旗下新款问界M9起售价为47.98万元，新款尊界S800起售价为72.8万元。别克旗舰首款纯电MPV至境世家也开启预售，作为参考，该车 型旧款起售价在40万元级别。 比亚迪选择将B端、C端进行分隔，突出高端化战略。为此，比亚迪瞄准B端网约车市场、公务用车市场等，专门成立一个新品牌领汇。而 比亚迪高端品牌腾势、仰望汽车持续加码。腾势汽车总经理李慧称，今年，腾势或将上新12款新车，涵盖高端SUV、性能超跑、轿车。 合资品牌也尝试在新能源汽车方面冲击高端化。广汽丰田铂智7选择与华为合作，上车鸿蒙座舱，预售价同样超过15万元。东风日产即将推 出的NX8则瞄准20万元级别的SUV市场。 全国乘联分会秘书长 ...

2026.03. 05 本文字数：1172，阅读时长大约2分钟 作者 | 第一财经 黄琳 马年春节后，新能源汽车高端化走向渐显，随着自主品牌多款高端新能源汽车上市，车市的竞争聚焦 15～20万元价格区间车型，而前3年，10～15万元价格区间一直是车市竞争的主战场。据第一财经 不完全统计，3月以来，已有超过7款新能源新车上市指导价或预售价在15万元以上，车市价格竞争 区间正在变化。 具体来看，昊铂A800搭载全套华为系辅助驾驶和智能座舱，起售价落在16万元区间；小鹏X9纯电 版本起售价落在30万元区间；鸿蒙智行旗下新款问界M9起售价为47.98万元，新款尊界S800起售 价为72.8万元。别克旗舰首款纯电MPV至境世家也开启预售，作为参考，该车型旧款起售价在40万 元级别。 比亚迪选择将B端、C端进行分隔，突出高端化战略。为此，比亚迪瞄准B端网约车市场、公务用车 市场等，专门成立一个新品牌领汇。而比亚迪高端品牌腾势、仰望汽车持续加码。腾势汽车总经理李 慧称，今年，腾势或将上新12款新车，涵盖高端SUV、性能超跑、轿车。 合资品牌也尝试在新能源汽车方面冲击高端化。广汽丰田铂智7选择与华为合作，上车鸿蒙座舱，预 售 ...

2月28日消息，深圳市发改委等三部门印发《深圳市超长期特别国债资金支持消费品以旧换新提质增效 实施方案（2026年）》。方案提到，支持汽车报废更新。个人消费者报废登记在本人名下的乘用车，并 购买纳入《减免车辆购置税的新能源汽车车型目录》的新能源乘用车或2.0升及以下排量燃油乘用车 的，给予汽车报废更新补贴支持，其中，购买新能源乘用车补贴车价的12%（最高不超过2万元），购 买2.0升及以下排量燃油用车补贴车价的10%（最高不超过1.5万元）。 ...

Core Insights - The 2026 Spring Festival holiday is expected to be the longest in history, lasting 9 days, leading to a surge in domestic automotive consumption and travel demand [1][10] - The rental car market is experiencing explosive growth, with a significant increase in demand for both traditional and new energy vehicles during the holiday period [2][9] Group 1: Automotive Sales and Promotions - During the 2026 Spring Festival, various automotive brands are offering low-interest and zero-interest financing options, which have become a core strategy in the competitive new energy vehicle market [3][4] - The "trade-in for new" policy has been actively promoted, with government subsidies encouraging consumers to purchase new vehicles during the holiday [4][5] - The total sales volume from the "trade-in for new" initiative reached 61.2 million vehicles, generating a sales revenue of 100.5 billion yuan [5] Group 2: Rental Market Dynamics - The rental car market saw a 51% increase in orders during the Spring Festival, with significant growth in rental periods of 7 and 8 days, up 95% and 73% respectively [1][4] - The demand for new energy vehicle rentals surged sixfold, accounting for over 40% of total rentals, indicating a shift towards greener transportation options [2][9] - Major cities such as Beijing, Guangzhou, and Shenzhen are leading in rental bookings, with a notable increase in orders for both traditional and unique travel destinations [9][10] Group 3: Travel Trends and Consumer Behavior - The Spring Festival holiday has led to a record high in cross-regional travel, with an estimated 5.08 billion people traveling, averaging 250 million daily [7] - The trend of self-driving travel has intensified, with many consumers opting for rental cars to avoid congestion during the holiday [8][9] - The overall travel demand is expected to positively impact the automotive market, setting a strong foundation for the industry's performance throughout the year [10]

Group 1 - The core viewpoint of the article is the implementation of the "Fujian Province 2026 Automobile Trade-in Implementation Details" by the Fujian Provincial Department of Commerce and nine other departments [1] Group 2 - For eligible new energy passenger vehicles, a subsidy of 8% of the new car sales price will be provided, with a maximum subsidy amount of 15,000 yuan [1] - For eligible fuel passenger vehicles, a subsidy of 6% of the new car sales price will be provided, with a maximum subsidy amount of 13,000 yuan [1]

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [1] Core Insights - The "Trade-in Policy" has shown initial effectiveness, driving automotive consumption exceeding 100 billion yuan, with the average purchase price for trade-in vehicles rising to over 164,000 yuan [4] - As of February 19, 2026, the trade-in policy has benefited 28.88 million people, generating sales of 198.02 billion yuan, with 612,000 vehicles traded in, leading to new car sales of 100.53 billion yuan [4] - The report anticipates a recovery in automotive market consumption post-Spring Festival, supported by the upcoming launch of several flagship new energy products [4] Summary by Sections Automotive Market Performance - In January 2026, China's automotive sales decreased by 3.2% year-on-year to 2.346 million units, with domestic sales down 14.8% to 1.665 million units [4] - Passenger vehicle sales saw a significant decline of 19.5% year-on-year, while commercial vehicle sales increased by 23.4% [4] - Exports of automobiles rose by 44.9% year-on-year to 681,000 units, with passenger vehicle exports increasing by 48.9% [4] New Energy Vehicle Insights - New energy vehicle sales in January 2026 were stable, with a slight increase of 0.1% year-on-year to 945,000 units, achieving a penetration rate of 40.3% [4] - The report highlights that the penetration rate for new energy passenger vehicles is 41.7%, while commercial vehicles stand at 22.6% [4] Investment Recommendations - The report recommends investing in leading passenger vehicle companies, the intelligent manufacturing supply chain, and the humanoid robot industry chain [4] - Specific recommendations include Geely Automobile and Great Wall Motors for vehicle manufacturing, and companies like Desay SV and Horizon Robotics for intelligent components [5]

此外，各大车企也在春节期间给出不少优惠。例如，乐道汽车买车即赠送超2000元的年货礼包，还有7 年低息的优惠购车方案；蔚来EC6车型选择租用100度电池的方案，可享受一年内租一月免一月的活 动；鸿蒙智行在2月3日—3月2日期间给出多重购车权益，其中问界M9享受2.5万元的现金优惠、2万元 的智驾抵扣包等价值8.7万元的权益；极氪汽车则在今年2月给出含保险补贴、厂家补贴等共计2.2万元的 现金优惠。 北京市新能源指标的增发也将进一步释放消费需求。2月15日，北京市发布2026年小客车指标配额和配 置比例，今年将增发新能源指标8万个，其中面向家庭增发6万个、面向个人增发2万个。多位新能源汽 车销售人员向北京商报记者表示，不少消费者的家庭积分即将排到车牌指标，促使其在春节期间集中试 驾、预订。除价格优惠力度外，消费者更为关注智驾配置、电池续航等因素。 租车市场爆发 汽车消费购租两旺 新能源车成增长引擎 春节假期，国内汽车消费与出行市场双爆发。北京商报记者走访各大汽车品牌销售门店发现，随着新一 轮国补开启，线下咨询、试驾的消费者络绎不绝，目前汽车市场已形成"国补+区域补贴+厂促"的多重 让利体系，进一步激活春节购车需 ...

Group 1 - The core initiative is the launch of the "Old for New" vehicle replacement program in Hebei Province, effective from January 1, 2026, to December 31, 2026, aimed at enhancing the automotive industry and promoting new energy vehicles [1][2] - The program includes two main activities: vehicle scrapping and vehicle replacement, targeting individual consumers [1] - For scrapping old vehicles, eligibility includes gasoline passenger cars registered before June 30, 2013, diesel and other fuel passenger cars registered before June 30, 2015, and new energy passenger cars registered before December 31, 2019 [1] Group 2 - Subsidy standards for scrapping old vehicles are set at 12% of the new vehicle sales price for new energy vehicles, with a maximum subsidy of 20,000 yuan, and 10% for fuel vehicles with a maximum of 15,000 yuan [1] - In the vehicle replacement aspect, consumers selling their registered passenger cars and purchasing new energy or fuel vehicles with an engine size of 2.0 liters or less will receive a one-time subsidy of 8% (up to 15,000 yuan) for new energy vehicles and 6% (up to 13,000 yuan) for fuel vehicles [2] - Each individual can only receive one subsidy for either vehicle scrapping or vehicle replacement per year [3]

补贴标准分为两档。消费者报废旧车并购买新能源乘用车的，按新车销售价格的12%给予补贴，补贴金 额最高2万元。消费者报废燃油乘用车并购买2.0升及以下排量燃油乘用车的，按新车销售价格的10%给 予补贴，补贴金额最高1.5万元。 消费者可登录全国汽车流通信息管理系统网站或"汽车以旧换新"小程序，进入"汽车报废更新补贴申请 入口"填报信息。 转自：河北日报 河北8部门联合推动汽车以旧换新 个人购车最高补贴2万元 本报讯（记者冯阳）日前，省商务厅、省发展改革委、省工信厅等8部门联合发布《关于提质增效做好 河北省2026年汽车以旧换新工作的通知》。按照通知要求，我省面向个人消费者开展汽车报废更新与置 换更新两大活动，活动自2026年1月1日启动，持续至2026年12月31日。 在汽车报废更新方面，报废旧车需满足以下三种条件之一：2013年6月30日前注册登记的汽油乘用车； 2015年6月30日前注册登记的柴油及其他燃料乘用车；2019年12月31日前注册登记的新能源乘用车。 购买新车需满足以下两种条件之一：纳入工信部《减免车辆购置税的新能源汽车车型目录》的新能源乘 用车；2.0升及以下排量的燃油乘用车。 （来源：河北日 ...

长沙晚报全媒体记者 曹开阳 随着除夕的来临，全新的马年正在走近。走过电动化狂飙、价格战白热化的蛇年，马年的中国汽车市场站在了存 量博弈与技术跃迁的十字路口。作为连续多年全球最大汽车市场和第一大汽车出口国，中国车市的每一次波动、 每一项突破，都牵动产业链与千家万户。 智能化方面，L3规模商用普及。国内智能驾驶马年进入无图化、端到端、L3量产三重拐点，政策放开与技术成熟 同步落地。华为乾崑ADS 4.0完成6亿公里仿真测试，将在马年实现高速L3规模商用、城区L4试点，问界、智界、 尚界全系搭载。小鹏汽车确立"物理AI商业化"目标，XNGP全场景智能驾驶覆盖95%城市道路，端到端大模型实 现算法轻量化，成本下探至20万元级车型。小米汽车依托生态优势，智驾系统聚焦城市通勤场景，硬件保守但算 法流畅，成为年轻用户首选。理想、蔚来等同步推进智能驾驶量产，理想瞄准家庭用户全场景安全，蔚来布局高 速与换电协同智驾，形成差异化梯队。 固态电池方面，半固态将批量上车，全固态电池完成小批量验证，续航、安全、补能三大痛点迎刃而解。东风汽 车率先发力，350Wh/kg半固态电池9月量产装车，续航突破1000公里，极寒环境续航保持率超8 ...