Core Viewpoint - The suspension of provincial subsidies for vehicle replacement has significantly impacted consumer purchasing behavior, leading to increased anxiety and sales difficulties in the automotive market [1][3][4]. Group 1: Suspension of Subsidies - Many regions have paused their vehicle replacement subsidies, with no clear timeline for resumption, causing uncertainty among potential buyers [3][6][18]. - Customers who had already submitted applications before the suspension are not affected, but those waiting for vehicle delivery are experiencing heightened anxiety [4][19]. - The suspension has led to a perception among customers that they have lost significant financial benefits, with some estimating a loss of 13,000 [6][7]. Group 2: Customer Reactions and Sales Strategies - Customers are generally aware of the subsidy suspension but remain hopeful for future reinstatement, leading to a wait-and-see approach [4][7]. - Sales strategies have adapted to the situation, including offering additional discounts and incentives to maintain customer interest [8][10]. - Communication with customers has shifted to managing expectations regarding subsidies, emphasizing the need for quick decisions on vehicle selection [4][8]. Group 3: Regional Variations and Implications - Different provinces have varying timelines and conditions for subsidy applications, with some areas still allowing submissions while others have completely halted them [13][18]. - The automotive industry is exploring alternative methods for customers to access subsidies, such as cross-province invoicing and vehicle delivery options [14][20]. - The overall sentiment in the market indicates a belief that subsidies will eventually be reinstated, but there is a call for more stable and predictable policy frameworks [16][19].

1.【理想汽车产品经理：i8价格不会动辄就到50万】 6月21日，理想汽车产品经理@莱因哈特在拉伸 在微博发文，介绍理想i8理念、造型以及驾驶体验。据他介绍，在i8上，理想汽车想做一款能同时提 供长续航、大空间，以及价格上不要动辄就去到50万的大型6座纯电SUV。他强调，理想i8避免和其 他大尺寸6座纯电SUV一样做成50万以上的价位。造型方面，他表示，新形态的出现市场一定会有适 应期，这个从L9开始就是这样，MEGA一年过去外观也受到了越来越多用户喜爱。i8必然也要经历这 个过程。驾驶体验方面，他介绍了理想i8的低质心和前排驾驶视野。他认为，i8是理想学习行业标杆 特斯拉基于第一性原理打造产品的一次体现，比如低车头，大尺寸斜挡风，还有溜背车顶。（新浪科 技） 2.【华为乾崑智驾ADS 4预计9月底开始陆续分批推送】6月20日晚间，华为乾崑智能汽车解决方案发 布关于HUAWEI ADS（乾崑智驾）高阶功能包的FAQ。华为方面称，已搭载ADS 3的ADS SE车型， 具备升级到ADS 4的ADS SE版本的能力。当前已搭载ADS 3的ADS Pro车型具备升级到ADS 4的 ADS Max版本的能力。已经选择一 ...

Core Viewpoint - The automotive market is experiencing a significant change as multiple cities in China have announced a suspension of applications for vehicle replacement subsidies due to exhausted budget funds, which has surprised consumers and attracted market attention [1][3]. Group 1: Policy Purpose and Impact - The vehicle replacement subsidy policy aims to lower the purchase threshold for consumers, stimulate market activity, accelerate the elimination of old vehicles with high energy consumption and emissions, and encourage the purchase of new energy vehicles [3][5]. - The subsidy amounts vary by region, with local governments supplementing a national base standard, resulting in consumer subsidies ranging from thousands to over twenty thousand yuan, typically higher for new energy vehicles [3][5]. Group 2: Future Policy Adjustments - The use of the term "suspension" rather than "termination" indicates potential for future policy reactivation, as local governments need time to evaluate the current policy's effectiveness and plan for the next round of funding [5][9]. - Future subsidy policies may shift focus towards new energy vehicles, potentially increasing subsidies for electric and plug-in hybrid models while reducing or imposing stricter limits on subsidies for fuel vehicles [7][9]. Group 3: Potential New Subsidy Forms - Upcoming subsidies may adopt diverse forms, such as "automobile consumption vouchers" that can be directly deducted from the purchase price or partnerships with financial institutions to offer low-interest loans, maximizing the leverage effect of fiscal subsidies [7][9]. - Dynamic subsidies may continue to expand the range of eligible old vehicles for subsidies, while new standards for energy consumption, range, and intelligence of new vehicles may be established to guide the automotive industry towards higher quality development [7][9]. Group 4: Regional Policy Variations - Local governments may implement subsidy schemes tailored to their urban development plans, environmental capacities, and financial situations, leading to a policy landscape that varies by region, with first-tier cities focusing on new energy vehicles and others maintaining support for energy-efficient fuel vehicles [7][9].

Core Viewpoint - The automotive replacement subsidy policy in several regions, including Zhengzhou and Luoyang, has been suspended, impacting consumer purchasing behavior and creating challenges for car manufacturers in achieving sales targets [1][2][3]. Group 1: Policy Changes - Zhengzhou and Luoyang have announced the suspension of the 2025 automotive replacement subsidy application, with the highest subsidy amount being 15,000 yuan for eligible users [1][2]. - The suspension is attributed to the depletion of subsidy funds, with the announcement indicating a pause rather than a termination of the program [2][3]. - Other regions, such as Chongqing and Shenyang, are also planning to suspend their automotive replacement subsidy applications, indicating a broader trend [3]. Group 2: Market Impact - The suspension of subsidies is expected to lead to increased consumer hesitation and a potential decline in vehicle sales, particularly affecting budget-conscious buyers [3]. - The "National Subsidy" program remains available, but its impact may not significantly differ from local subsidies [3]. - Data shows that as of May 31, 4.12 million applications for the "National Subsidy" were submitted, with a notable increase in applications in May compared to April [3]. Group 3: Industry Challenges - The automotive industry is facing pressure to maintain sales amid a competitive environment, with companies like BYD and Geely engaging in price promotions to boost sales [4][5]. - The China Automotive Industry Association has issued a warning against excessive price competition, emphasizing the need for fair market practices [5][6]. - Major automakers are still striving to meet their annual sales targets, with BYD leading with 1.76 million units sold in the first five months of the year [6]. Group 4: Future Outlook - Experts suggest that the automotive market will continue to evolve, with companies needing to focus on product differentiation and innovation to thrive in a post-subsidy environment [7]. - The market is expected to stabilize as companies adapt to the changing landscape and seek new growth drivers beyond government incentives [7].

6月10日，郑州市商务局、洛阳市商务局分别发布关于暂停2025年汽车置换更新业务受理的公告引发关注。山东置换补贴发放会 有变化吗？齐鲁晚报.齐鲁壹点记者进行了采访。 齐鲁晚报.齐鲁壹点周小涵 郑州市商务局和洛阳市商务局发布的官方公告 6月10日，郑州市商务局和洛阳市商务局发布的官方公告内容显示，两地的置换更新系统即将停止受理申请业务。其中，郑州市 2025年汽车置换更新系统将于2025年6月18日0时暂停受理申请业务。洛阳市2025年汽车置换更新系统将于2025年6月12日24：00 停止受理补贴申请业务，消费者在截止时间前按要求提交补贴申请。 对于暂停置换补贴的原因，郑州市商务局工作人员在接受齐鲁晚报.齐鲁壹点记者采访时表示，主要原因为"补贴资金将用 完"。"通常，在补贴资金没有发完情况下，置换补贴业务截至时间为2025年12月31日；若补贴资金即将发完，业务将会提前截 止。"工作人员表示，本次公告即为补贴资金即将发放完毕的提前受理公告。记者注意到，公告中为"暂停"而非"终止"置换补 贴，那么暂停后何时会有下一轮的新政策，郑州市商务局工作人员表示"一切以官方通知为准"。 山东汽车以旧换新置换补贴情况如何？记 ...

上个月店内总共卖了45台车，其中H9交付了3台，这里就有我卖的1台。单车全款提成900块，银行分期多给600块，另外我们还有个古早提成政策，是分期手续费的 10%，实际上很久没收过手续费了。 H9现车还有7台，其中5台旗享版，指导价32.98万，2台旗畅版，指导价36.98万，颜色全部都是黑色，内黑外黑的那种。 谁在看这个车？买车用户都是什么样的？ 大家好，我是红旗的销售，今天来聊个气场十足的车型：H9。 销量如何?卖的最多的是什么配置和颜色？ 当地只有我们这一家红旗授权店，平均每天进店7批客户，专程来看H9的客户很少，大概每15批中才会有1批。 问他为啥子，他说身边的朋友都劝他买A6，不管是开着还是坐着，他都感觉A6更好，贵点就贵点。 至于后来芮总因为资金周转困难，又拿A6置换H9并办理银行五年分期那就是另一个事了。 看红旗H9的客户全部都是男性，几乎都是经商老板，需要买台自己喜欢又符合自身经济实力的座驾，年龄都在40岁以上。 钟先生是做酒水生意的，关注这台车有段时间了，没有对比任何竞品，但心里有明确的价格预期，能满足就买，否则就观望。前后经历了三次邀约到店，我也三次 找到领导软磨硬泡，最后给钟先生办了个银 ...