据大河报报道，2026年初的一个午餐时段，保定长城汽车的食堂突然沸腾，欢呼声此起彼伏。一位老员工举着手机不停刷新，屏幕上2026年工作日历 里"周末双休"的标注格外醒目，他红着眼眶念叨："终于等到这一天了。" 这一幕的背后，是长城汽车正式取消大小周、全面落实双休制度的消息尘埃落定，这则消息远比午餐的热菜更让人振奋。 长城汽车全面落实双休 员工：终于能好好陪家人过周末了 记者了解到，长城汽车此次双休调整于2026年正式落地，覆盖全体员工，此前流传数月的"取消大小周"传言终于成真。这一调整意味着，长城员工的休假 制度完成了从"每月单双休"到"大小周""大小周+高温假"，再到完整双休的第四次迭代。 | 2026年日历 | January | February | March | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...

而在销售一线，某自主品牌经销商负责人王经理的压力同样巨大："几乎每个月都有销售任务和价 格政策调整，单纯卖车很难盈利，主要靠汽车售后和金融保险业务。" 国内汽车行业普遍面临"增收不增利"的挑战。许多车企为了抢占市场份额，持续采用激进的定价策 略，行业普遍感知部分车型的售价已逼近甚至可能低于健康盈利的临界点。 对于有购车计划的山东省济南市消费者马谦而言，最近每次走进汽车4S店，他的心情都十分矛 盾。一方面，市场上各种"直降数万""限时钜惠"的标语让人心动；另一方面，马谦总担心"今天买了明 天就降价"，陷入持币观望的纠结。 这种消费者与经销商共同面临的困境，正是近年来汽车行业，尤其是新能源汽车领域"价格战"持续 白热化的缩影。 在此背景下，国家市场监督管理总局于12月12日发布《汽车行业价格行为合规指南（征求意见 稿）》（以下简称《合规指南》），旨在为行业竞争划定更清晰的价格行为边界，引发市场高度关注。 向无序价格战"亮剑" 当前，中国汽车市场特别是新能源汽车赛道，在取得产销规模世界领先成绩的同时，也深陷"内 卷"泥潭。一个突出表现是行业普遍面临"增收不增利"的挑战。许多车企为了抢占市场份额，持续采用 激进的定价 ...

汽车行业"反内卷"打响关键一枪，汽车行业要被大整治了，首先市监总局从官方层面叫停了汽车价格 战，还不让车企万"大字吹牛，小字免责"这些骚操作了。 这两天整个汽车圈都被震动，因为市监总局重拳出击，首先是价格战不让打了，除了积压的库存车可以 降价卖之外，那些想独占市场排挤对手的降价行为都不被允许了，低于成本价卖车更是被判了死刑。 然后，车企的价格套路全都不让玩了，必须明码标价，不可以再虚标高价，再假装打骨折了。期车乱象 也被整治，卖车必须要明确告知消费者交付的时间，像一些热门车型，什么时候交车看心情的操作行不 通了。有媒体还专门点名了小米，说它的交车周期长，有车主甚至车还没交付就得先付尾款。前阵子更 是有央媒喊话，说汽车的销售模式创新，不能成为单方面规避责任、谋取利润的工具。 但是很多车企面对这场危机还在打原始的价格战，靠营销套路和降价卖车，打不了价值战，这样做的结 果就是把资金从创新和研发里面抽走，全部洒进营销和内卷里面，把汽车行业利润率打到五年新低，跌 剩3.9%，远远跑输全国工业平均水平。 咨询机构罗兰贝格发布的《中国乘用车量价趋势与营销策略研究报告2025》显示，今年上半年，中国乘 用车市场终端平均成交价 ...

"你看，大型汽车集团的CEO都受不了汽车，跑去卖奢侈品了。"今年6月中旬，当看到雷诺CEO卢卡·德· 梅奥将卸任，转而出任奢侈品巨头开云集团CEO的消息时，赵凡第一时间就转发给了车圈的一个朋友。 赵凡在一家头部新能源车企工作，曾经历过拿20多个月年终奖的合资车企"光辉岁月"，但近两年所在公 司越来越多的月度加班时间排名、部门费用排名等指标，已经压得他几乎喘不过气，并多次产生了转行 的想法。 在过去很长一段时间内，作为高端制造业的汽车，相关岗位都被大众视为一份体面的工作，不少传统汽 车城的本地居民甚至都将进入汽车行业当作重要人生目标，"新四化"时代的到来，很多跨行人才也慕名 而来。但近两年来，随着汽车行业内卷的加剧，AI、机器人等更前沿科技的火热，部分汽车人主动或 被动地在中途"下车"了。 汽车人"花式"转行 "我现在天天'朝八晚五'，睡眠都好了好多。"2025年，是李艾在汽车行业从业近10年后离开的第一年。 自从转行到家具行业做研发后，李艾虽然工资有所降低，但倍感轻松，因为整体工作节奏舒缓，无须加 班。 在离开汽车行业之前，李艾在一家tier1（汽车一级供应商）从事产品工程师工作，主要负责新品开发。 在201 ...

2025.12. 08 本文字数：4713，阅读时长大约6分钟 作者 | 第一财经 肖逸思、黄琳 "你看，大型汽车集团的CEO都受不了汽车，跑去卖奢侈品了。"今年6月中旬，当看到雷诺CEO卢 卡·德·梅奥将卸任，转而出任奢侈品巨头开云集团CEO的消息时，赵凡第一时间就转发给了车圈的 一个朋友。 赵凡在一家头部新能源车企工作，曾经历过拿 20多个月年终奖的合资车企"光辉岁月"，但近两年所 在公司越来越多的月度加班时间排名、部门费用排名等指标，已经压得他几乎喘不过气，并多次产生 了转行的想法。 在过去很长一段时间内，作为高端制造业的汽车，相关岗位都被大众视为一份体面的工作，不少传统 汽车城的本地居民甚至都将进入汽车行业当作重要人生目标， "新四化"时代的到来，很多跨行人才 也慕名而来。但近两年来，随着汽车行业内卷的加剧，AI、机器人等更前沿科技的火热，部分汽车人 主动或被动地在中途"下车"了。 汽车人 "花式"转行 "我现在天天'朝八晚五'，睡眠都好了好多。"2025年，是李艾在汽车行业从业近10年后离开的第一 年。自从转行到家具行业做研发后，李艾虽然工资有所降低，但倍感轻松，因为整体工作节奏舒缓， 无须加班。 ...

加班、浮躁、攀比、裁员……汽车人被"卷"走。 编者按：近年来，新能源与智能化浪潮为汽车行业带来了百年未有之变局。在此期间，市场机遇与乱象 并存 —— 无序内卷、过度营销、安全争议、品牌浮沉等，不断重塑产业生态。行至 2025 年岁末，再空洞 地谈渗透率与智驾，似已缺乏新意。时代的洪流奔涌向前，而最真实、最动人的注脚，往往就源自那些 躬身入局的平凡个体。本栏目将以人为镜，透过一个个普通汽车人的故事，记录这段属于中国的、波澜 壮阔的汽车变革之旅。 "你看，大型汽车集团的CEO都受不了汽车，跑去卖奢侈品了。"今年6月中旬，当看到雷诺CEO卢卡·德· 梅奥将卸任，转而出任奢侈品巨头开云集团CEO的消息时，赵凡第一时间就转发给了车圈的一个朋友。 赵凡在一家头部新能源车企工作，曾经历过拿20多个月年终奖的合资车企"光辉岁月"，但近两年所在公 司越来越多的月度加班时间排名、部门费用排名等指标，已经压得他几乎喘不过气，并多次产生了转行 的想法。 在过去很长一段时间内，作为高端制造业的汽车，相关岗位都被大众视为一份体面的工作，不少传统汽 车城的本地居民甚至都将进入汽车行业当作重要人生目标，"新四化"时代的到来，很多跨行人才也慕 ...

Group 1 - GAC Group has appointed He Xianqing as the new General Manager, with Wang Dan as Chief Accountant and several others as Vice Presidents [2] - He Xianqing emphasized the significant challenges and pressures he faces in his new role, expressing gratitude for the support he has received [2] - He Xianqing has extensive experience within GAC Group, having held various leadership positions in different subsidiaries [2] Group 2 - He Xianqing outlined the vision for "New GAC," focusing on developing products that meet customer needs and enhancing market insight [3] - The decline in Aion's performance is attributed to its previous focus on the B2B market, with plans to shift towards a B2C model [3] - GAC's collaboration with Huawei aims to create high-tech, high-performance vehicles targeting younger consumers, with two models expected to launch by 2026 [3][4] Group 3 - GAC Group is working with CATL on battery swapping technology, having signed a ten-year strategic agreement to advance smart chassis and battery swap ecosystems [4] - By mid-2026, GAC plans to establish 600 brand stores in lower-tier cities to enhance accessibility to its vehicle lineup, with over 1,000 investors already expressing interest [4] - The automotive industry is undergoing significant changes, with increased competition from agile companies, making transformation essential for survival [4]

New Car Transaction Situation - In September, Beijing's new car transactions reached 64,900 units, with a month-on-month increase of 13.69% and a year-on-year increase of 4.02%. The month-on-month growth rate is 0.79 percentage points higher than the national average, while the year-on-year growth rate is 10.88 percentage points lower than the national average [4][21] - From January to September, a total of 486,600 new cars were traded in Beijing, a decrease of 2.94% compared to last year, which is 15.84 percentage points lower than the national average [4] Imported Car Sales Situation - In September, Beijing's imported car transactions totaled 2,456 units, showing a month-on-month increase of 8.29% but a year-on-year decrease of 15.22% [8][12] - From January to September, the cumulative transactions of imported cars in Beijing were 21,700 units, reflecting a year-on-year decline of 20.39% [8] New Energy Vehicle Sales Situation - In September, Beijing's new energy vehicle transactions reached 41,900 units, with a month-on-month increase of 14.25% and a year-on-year increase of 25%, accounting for 64.55% of the total new car transactions [13][21] - Pure electric vehicle sales were 26,200 units, making up 62.54% of new energy vehicle sales. However, the proportion of pure electric vehicles has been declining since June, decreasing by 7.18 percentage points [13][21] - From January to September, a total of 290,900 new energy vehicles were traded in Beijing, representing a year-on-year growth of 16.78% and accounting for 59.78% of total new car transactions [13] Used Car Transaction Situation - In September, Beijing's used car transaction volume was 62,300 units, with a month-on-month increase of 14.75% and a year-on-year increase of 11.42% [19][21] - From January to September, the cumulative used car transactions reached 501,000 units, showing a year-on-year growth of 0.81% [19] - The average transaction price of used cars in the third quarter increased by 0.02 million yuan compared to the second quarter, but decreased by 0.78 million yuan compared to the same period last year, indicating pressure on dealers [21] Market Trends and Government Policies - The third quarter saw a V-shaped trend in Beijing's new car sales, with a rapid increase in June followed by a decline in July and August, before a recovery in September [21] - Government regulations targeting issues such as blind exports and price competition were introduced, indicating a commitment to addressing the chaotic state of the automotive industry [21] - Despite short-term spikes in sales due to policy support, the overall market remains under pressure, particularly for traditional fuel vehicles, while the used car market shows signs of recovery [21]

Core Viewpoint - The financial struggles of Nezha Auto have led to significant impacts on its suppliers, particularly Zhixin Industrial Co., which has reported substantial bad debt losses due to overdue accounts receivable from Nezha Auto and other clients [1][2]. Group 1: Financial Impact on Zhixin Industrial - Zhixin Industrial has disclosed that it has recognized a total of 12.95 million yuan in overdue accounts receivable from Nezha Auto, which has entered bankruptcy reorganization, leading to a complete provision for bad debts [1]. - The company reported credit impairment losses of -25.34 million yuan for the fiscal year 2024, primarily due to expected credit losses related to accounts receivable from Nezha Auto [1][2]. - The total liabilities of Nezha Auto are close to 10 billion yuan, with debts to suppliers constituting nearly two-thirds of this amount, indicating a significant financial strain on its supply chain [2]. Group 2: Performance and Growth of Zhixin Industrial - Despite the challenges posed by clients like Nezha Auto and Beiqi Yinxiang, Zhixin Industrial has achieved rapid revenue growth, with reported revenues of 2.09 billion yuan, 2.56 billion yuan, and 3.09 billion yuan for the years 2022 to 2024 [2]. - The company’s net profit has also shown improvement, with figures of 52 million yuan, 120 million yuan, and 185 million yuan for the same period, indicating resilience in its financial performance [2]. - Zhixin Industrial's gross margin for its main products has been increasing annually, attributed to its strategic focus on high-value components and cost-reduction measures despite the competitive pressure in the automotive industry [3][4]. Group 3: Market Dynamics and Competitive Landscape - The automotive industry is experiencing intense competition and price declines, which have affected many players, leading to revenue declines for some comparable companies [3][4]. - Zhixin Industrial has managed to maintain a growth rate in revenue that aligns with or exceeds the average of its peers, attributed to its diverse client base and effective market strategies [3]. - The company has adapted to market pressures by optimizing its product structure and increasing the proportion of high-margin components, which has contributed to the sustainability of its gross margins [4].

Core Viewpoint - The automotive industry is experiencing intense competition and a surge in new car launches, particularly in September, reflecting a shift from an incremental to a saturated market, leading to increased pressure on manufacturers and media alike [1][4][11]. Group 1: New Car Launches - Nearly 20 new car models were launched in the first half of September, covering price ranges from 100,000 to 500,000 yuan, including both new energy and fuel-powered vehicles [1]. - Over 30 new car models are set to be launched in the last week of September, indicating a coordinated effort among brands to release delayed products [1][2]. - The frequency of new car launches is a response to the competitive landscape, as companies aim to capture market share in a transitioning market [4][8]. Group 2: Industry Competition - The automotive market is increasingly competitive, with a notable rise in the number of brands, particularly in the new energy sector, leading to a rapid increase in product offerings and replacement cycles [4][6]. - The shift from a growth market to a saturated market has resulted in a zero-sum game, where one company's sales often come at the expense of another [8][11]. - The pressure to continuously launch new products is a strategy to stimulate consumer demand during peak sales seasons, despite the risk of oversaturation [8][10]. Group 3: Media and Industry Impact - The intense schedule of new car launches has led to increased workloads for media professionals, making it difficult to provide in-depth evaluations of each vehicle [11][13]. - The quality of media coverage may suffer due to the rushed nature of events, resulting in content that lacks unique perspectives and depth [13][15]. - The automotive industry faces challenges in maintaining brand loyalty and vehicle resale values due to the rapid pace of new product introductions [15][17]. Group 4: Future Considerations - The current state of the automotive industry reflects a need for companies to reassess the sustainability of frequent new car launches, considering the associated costs and impacts on brand perception [15][17]. - The ongoing competition may lead to a market consolidation, where only those companies with comprehensive advantages in technology, product, and operations will survive [17].