华夏时报记者刘凯北京报道 日前，宝马中国对旗下超过30款车型进行官方指导价调整，幅度普遍超过10%，其中宝马iX1 eDrive25L 降幅高达24%。与此同时，沃尔沃、蔚来、小米、五菱等十余家车企也相继推出限时购车权益，进一步 推动了这场开年的"降价潮"。 然而，在表面的价格调整背后，一场涉及车企定价策略、经销商生存状态与消费者心理预期的复杂博弈 正在悄然展开。叠加购置税新政与以旧换新政策的同时推行，今年1月的车市显得尤为活跃，也充满了 不确定性。 价格重构，寻找新平衡 宝马此次价格调整范围广泛，包含旗舰和入门车型，降幅普遍在10%以上。新能源车型成为调价主力， iX1 eDrive25L指导价从29.99万元降至22.8万元；燃油车阵营调价同样力度空前，735Li从91.9万元降至 80.8万元，降幅达12%。官方建议零售价已在宝马官网及各大汽车平台同步更新，如i7 M70L从189.9万 元降至159.8万元起。 调价信息发布后，全国多家门店客流量增长超过两倍，电话咨询与试驾预约大幅增加。记者实地探访发 现，虽然进店顾客明显增多，但实际购买意愿呈现分化。有消费者认为："价格是降了，但配置和智能 化水平还 ...

Core Insights - Tesla is hinting at a significant product launch, widely anticipated to be related to its affordable electric vehicle [1] - The timing of this announcement is critical, following the expiration of a $7,500 federal tax credit for electric vehicles, which may impact consumer purchasing decisions [1][3] - Tesla's recent quarterly delivery numbers reached a historic high, driven by consumers rushing to purchase before the tax incentive expired [1][3] Group 1 - The new affordable model is expected to be a "streamlined version" of existing vehicles, with production costs projected to be about 20% lower than the new Model Y [3] - Tesla has delayed the launch of a low-cost version of the Model Y, with initial production completed but sales not expected to begin until the fourth quarter [3] - By 2026, the annual production of the new affordable model in the U.S. is anticipated to reach approximately 250,000 units [3] Group 2 - The urgency for Tesla to introduce an affordable model is closely linked to the end of the U.S. electric vehicle tax credit, which was a significant driver of market demand [3] - The expiration of the tax incentive has created a need for Tesla to attract price-sensitive consumers to maintain its record sales momentum [3] - Analysts and investors are closely monitoring how Tesla will respond to this challenge through new products and pricing strategies [3]

Core Viewpoint - Morgan Stanley's recent report emphasizes the critical importance of the upcoming i6 model for Li Auto, suggesting a more aggressive pricing strategy to lower the guidance price from the previously estimated range of 250,000-300,000 yuan to 200,000-250,000 yuan [1] Company Summary - The i6 model is deemed essential for Li Auto's future performance and market positioning [1] - Li Auto has not yet responded to media inquiries regarding the pricing strategy and the i6 model [1] Industry Summary - The recommendation for a more aggressive pricing strategy reflects the competitive landscape in the automotive industry, particularly in the electric vehicle segment [1]

Core Insights - Xiaomi is set to release the YU7 model, with CEO Lei Jun discussing anticipated pricing and features ahead of the launch [1][3] - Lei Jun has denied speculation that the YU7 standard version will be priced 20,000 to 30,000 higher than the SU7, emphasizing that the YU7's standard version has high-end features comparable to competitors' Max and Ultra versions [3][5] - The YU7 boasts impressive specifications, including a CLTC range of 835 km, laser radar, and the latest Nvidia Thor chip with 700 TOPS computing power [3][5] Pricing Strategy - Lei Jun's comments appear to be aimed at elevating the perceived value of the YU7, creating anticipation for a competitive pricing strategy that may surprise consumers [5] - Historically, Xiaomi's pricing strategy involves offering superior configurations at a lower price point compared to competitors, with the YU7 expected to be priced between 249,000 and 259,000 yuan, potentially under 250,000 yuan for a "surprise price" [5] - The YU7 is positioned against the Model Y, which is priced at 263,500 yuan, indicating Xiaomi's intent to disrupt the market with a more attractive offering [5] Market Impact - Lei Jun expressed confidence that the launch of the YU7 will not negatively impact the sales of the SU7, as both models cater to distinct consumer preferences for sedans and SUVs [7]