文｜乔伊 日历已经翻到了2026，但这几天，2025其实还是余波荡漾的。 比如，元旦假期躺家里还是会收到两个信息。其一，比亚迪超越特斯拉，真正成为了新能源车的销冠 ——这不是一个简单的超越，而是从2015年新造车势力井喷伊始，所有人都想要要达到的目标，结果被 一个"老势力"给实现了。其二，宝马这个真正的"老势力"，开启了新一轮的官降。 这两件事情，乍看起来没有什么关联，但背后隐藏着的，其实是整个市场运行逻辑的转变。 一方面，人们一直觉得比亚迪这样走跑量路线的品牌，与科技先锋混合改版极简风的特斯拉走的是两条 路线。但从市场选择上来看，似乎路线之争已经毫无意义。理论上，当所有人把科技线和设计线拉平之 后，人们还是本能地寻找到价格更有竞争力、配置更为丰富的产品来购买。这是人性，也是绝大多数人 选购产品时的理性思考逻辑线。 另一方面，老牌豪华的生存空间其实是被压缩的。倒不是说他们的生存可能性开始坍塌。但是想要再恢 复那种一年卖个7、80万辆，利润率还超级高的风光日子，至少在现阶段已经不太可能实现了。 来源：autocarweekly 而结合这两条能够提供出的一个核心理念就是，晋西北已经打成了一锅粥，品牌这玩意儿的号召 ...

2025年12月30日，东风汽车集团有限公司（以下简称"东风汽车"）在湖北省武汉市召开2026年工作会，提前亮出了 2025年全年销量成绩单。 统计数据显示，2025年全年，东风汽车旗下新能源汽车销量达到104万辆，同比增长21%；自主品牌汽车销量超150 万辆，同比增长超9%。 2026年是"十五五"规划开局之年。东风汽车也提出了确保"十五五"首战必胜的经营目标：2026年整体销量325万辆， 其中新能源汽车销量170万辆，汽车出口60万辆。 《中国经营报》记者在采访中了解到，"十四五"期间，东风汽车顺应汽车行业整合提升的大势，先后打造了岚图汽 车、猛士科技、奕派科技等新能源品牌，全面形成了覆盖豪华、高端、主流各细分市场的自主新能源品牌格局。 备受外界关注的是，在新能源汽车年度销量104万辆的基本盘中，东风汽车旗下自主新能源品牌"三剑客"——岚图汽 车、猛士科技、奕派科技，谁是"挑大梁者""扛大旗者"？ 自主向上的百万突围路 和2025年全年新能源汽车销量最终定格在104万辆相比，东风汽车已在此前几天正式对外宣布："东风汽车年度新能 源100万辆销量，目标达成！" 2025年12月26日，在猛士科技总装车间 ...

同一家4S店内，如何区隔高端品牌、大众品牌？ 12月18日，广汽集团自主品牌改革有了新进展，埃安、昊铂两大子品牌在现有渠道的基础上，进行渠道 融合，即在一家4S店内同时销售、服务、维修埃安、昊铂两个品牌的汽车。 根据规划，昊铂、埃安两者品牌定位不变，前者定位高端领域，后者定位大众市场。目前，昊铂车型的 售价覆盖15万~100万元，而埃安车型的售价在6万~40万元。 同时，二者的主力车型价格区间存在明显差异，昊铂主力车型价位在20万元区间，埃安主力车型价位在 10万元区间。 按照计划，昊铂与埃安品牌的渠道融合将分两个阶段推进。 第一阶段，在2026年1月31日前，首批昊铂与埃安的销售网点将正式公布，预计将覆盖全国超30个城 市，届时同一销售网点可以实现双品牌的销售和服务功能。 第二阶段，在2026年3月31日前，昊铂与埃安品牌将完成渠道全面融合，形成超1000家销售网点、100% 覆盖全国四线以上城市的网络，昊铂服务网络有望从目前的200家增加到1000家。 此外，传祺BU也已进入筹备落地阶段，广汽与华为乾崑联手打造的启境品牌也已独立运营。 从行业看来，自2024年以来，汽车行业品牌正加速整合：上汽集团组建"大 ...

Core Viewpoint - The establishment of Dongfeng Yipai Technology Co., Ltd. marks a significant move towards integration within the automotive industry, aiming to enhance competitiveness and operational efficiency by consolidating three brands under one umbrella [2][5][12]. Group 1: Company Formation and Strategy - Dongfeng Yipai Technology integrates three self-owned passenger car brands: Dongfeng Fengshen, Dongfeng Yipai, and Dongfeng Nami, with two sub-brands: Fengshen and the merged Yipai brand [2][3]. - The new company has rapidly completed internal processes such as personnel appointments and goal setting, indicating high expectations for its performance [2][5]. - The strategic focus includes a deep collaboration with Huawei to develop a series of smart premium vehicles targeting the mid-to-high-end market [2][6]. Group 2: Market Position and Brand Development - Dongfeng Yipai Technology aims to reduce internal competition and resource wastage by consolidating R&D, manufacturing, and sales functions into a unified company [5][12]. - The Yipai brand will focus on mainstream markets with a product range covering A0 to D-class electric vehicles, while the Fengshen brand will explore new markets, including Robotaxi and global markets [5][9]. - The company plans to launch two new models annually for the Yipai brand and two refreshed or new models for the Fengshen brand over the next two years [9][10]. Group 3: Technological Advancements and Product Goals - Key technological focuses include integrated die-casting, solid-state batteries, ultra-fast charging technology, and intelligent driving assistance systems [7][9]. - By 2026, the company aims to implement solid-state batteries with an energy density exceeding 350Wh/kg and introduce a 1700V high-voltage architecture for rapid charging [7][10]. - The product matrix is expected to expand to 20 models by 2028, with a target of achieving annual sales of one million vehicles by 2030 [10][11]. Group 4: Operational Adjustments and Future Outlook - The company has adjusted production schedules, with daily outputs of 560 units from one factory and 350 from another, transitioning to a more efficient operational model [11]. - A new incentive mechanism based on project management is being implemented to enhance employee motivation and performance [11][12]. - The integration of Yipai Technology is seen as a transformative example in the competitive automotive market, reflecting the industry's shift towards survival and adaptation [12].

Core Viewpoint - Dongfeng Motor Group has established a new subsidiary, Yipai Automotive Technology, to focus on the development of its independent passenger vehicle business, integrating resources across the entire value chain [2][3]. Group 1: Company Strategy - The establishment of Yipai Technology aims to accelerate the development of Dongfeng's independent passenger vehicle brands, which include Fengshen, Yipai, and Nano [2]. - Yipai Technology will cover all three brands under Dongfeng's passenger vehicle segment, with Yipai positioned as a mainstream technology electric brand priced between 100,000 and 200,000 yuan, while Nano targets the under 100,000 yuan market as a "national pure electric professional brand" [2]. - The decision to name the new company Yipai rather than using existing brand names has sparked speculation about potential brand consolidation within Dongfeng [2]. Group 2: Industry Context - The Chinese automotive industry is shifting from a phase of "scale expansion" to "quality improvement," making resource integration and strategic focus crucial for long-term development [3]. - Similar cases in the industry include the merger of Zeekr and Lynk & Co, which formed Zeekr Technology Group, emphasizing a dual-brand strategy and integrated operations [3]. Group 3: Market Performance and Goals - Dongfeng Group aims to achieve an annual sales target of 3 million vehicles by 2025, with over 1 million being electric vehicles [4]. - In the first five months of this year, Dongfeng's passenger vehicle brands sold a total of 81,000 units, marking an 18.5% year-on-year increase, while its high-end electric vehicle brand, Lantu, saw sales of 46,000 units, up 85% year-on-year [4].

Group 1 - Geely Auto reported a total delivery of 703,800 vehicles in Q1 2025, a year-on-year increase of 48%, with total revenue reaching 72.5 billion yuan, up 25% year-on-year [1][22] - Zeekr Technology delivered 114,011 vehicles in Q1 2025, a 21.1% increase year-on-year, with total revenue of 22.02 billion yuan, reflecting a 1.1% year-on-year growth [1][9] - Geely's electric transformation is successful, with Q1 2025 new energy vehicle sales reaching 339,000 units, a 135% increase, accounting for 48.1% of total sales [1][22] Group 2 - Geely announced plans to acquire all remaining shares of Zeekr Technology, which will lead to Zeekr's delisting from the US stock market and becoming a wholly-owned subsidiary of Geely [2][22] - The merger of Zeekr and Lynk & Co is seen as a significant step in Geely's strategy to consolidate its multiple brands and improve operational efficiency [4][22] Group 3 - Zeekr's overall gross margin reached 19.1% in Q1 2025, an increase of 2.8 percentage points year-on-year, marking the highest gross margin in its history [5][9] - The gross margin for Zeekr vehicles was 21.2%, up 6.8 percentage points year-on-year, while Lynk & Co's gross margin was 11.4%, down 0.4 percentage points year-on-year [5][8] Group 4 - In Q1 2025, Zeekr's R&D expenses were 2.908 billion yuan, a year-on-year increase of 25% but a quarter-on-quarter decrease of 25.6% [11] - The merger is expected to save over 5% in production costs and 10%-20% in R&D and management expenses [9][25] Group 5 - Zeekr aims to target the luxury market above 300,000 yuan, focusing on pure electric mid-sized cars and hybrid large vehicles, while Lynk & Co will target the market above 200,000 yuan [19][20] - The integration of Zeekr and Lynk & Co is expected to enhance their market presence and operational efficiency, with a clearer product strategy [26]