超豪华汽车市场

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BBA最后的堡垒,快守不住了
虎嗅APP· 2025-10-11 09:53
以下文章来源于字母榜 ,作者朱晓宇 字母榜 . 让未来不止于大 本文来自微信公众号: 字母榜 ,作者:朱晓宇,题图来自:视觉中国 过去二十年,德系三强"宝马、奔驰、奥迪"凭借品牌口碑和进口身份,走进中国市场,成为消费者心 中豪华和身份的代名词。不过,随着中国本土新能源品牌的快速崛起,BBA在由低到高的三大主力 细分市场中,前两个级别的市场份额正逐步流失。 在入门级豪华轿车市场,代表车型"34C" (宝马3系、奥迪A4L、奔驰C级) 的终端价格已明显下探 至20万元区间。例如,2025款的奔驰C260L运动版指导价为35.68万元,北京4s店的裸车价格降至25 万元,在此基础上还能叠加2.5万元的报废补贴。 尽管如此,价格让步并未有效提振销量。2025年上半年,奔驰C级与奥迪A4L销量同比分别下降16% 和27%,仅宝马3系实现小幅增长。与此同时,20万至30万元价格区间内新能源车型的销量占比,已 从去年同期的60%提升至63.3%,进一步挤压传统豪华入门车的市场空间。 宝马在财报中直言,中国市场中低端车型竞争激烈。上半年,宝马的走量车型X3/X4、i3/i4的交付量 分别同比下滑了24.6%和70.8%。走量 ...
BBA最后的堡垒,快守不住了
商业洞察· 2025-10-10 09:29
以下文章来源于字母榜 ,作者朱晓宇 字母榜 . 让未来不止于大 作者: 朱晓宇 今年三季度,宝马在华销量为14.71万辆,同比下降0.4%。而奔驰第三季度在华汽车销量12.51万 辆 同比降27%。 中大型豪华轿车"56E"市场(宝马5系、奥迪A6L、奔驰E级),同样出现以价换量的趋势。其中宝 马5系降幅最为显著,入门款从43.99万元下调至约26万元,降幅达40%;奥迪A6L与奔驰E级也分 别出现约14万和15万元的终端优惠。 中高端车型价格失守,对BBA的财务表现造成了直接冲击。2025年上半年,奔驰净利润同比暴跌 55.8%,奥迪净利润下滑37.5%,宝马净利润也下降了29%。 至此,由低到高的三大阵营中,仅剩超豪华"78S"市场(宝马7系、奥迪A8L、奔驰S级)尚未被全 面撼动。 然而,从2023年底开始,国产新能源又开始瞄准超豪华车的腹地。先是比亚迪推出仰望U8系列, 豪华版售价高达109.8万元;之后蔚来发布行政旗舰轿车ET9,直接对标78S;去年华为也开始参 与其中,发布了鸿蒙智行旗下最贵的一款行政级旗舰轿车尊界S800,同样对标BBA的超豪华轿 车。 来源:字母榜 -------------- ...
“跑车皇后”在华销量创新低 母公司Stellantis集团再度否认抛售事宜
Zhong Guo Jing Ying Bao· 2025-06-26 13:35
Core Viewpoint - Maserati, known as the "Queen of Sports Cars," is reportedly not for sale despite rumors, as confirmed by Stellantis Group officials [2][4]. Group 1: Maserati's Sales Performance - Maserati's global sales significantly declined in 2024, dropping from 26,689 units in 2023 to 14,725 units, a decrease of over 40% [2][4]. - In China, Maserati's sales fell from 4,680 units in 2022 to 1,209 units in 2024, with its market share dropping from 20% to 8.2% during the same period [4]. - The decline in sales is attributed to decreased demand for Western luxury imports, a drop in Grecale model sales, and inventory reduction measures [4]. Group 2: Financial Performance - Maserati's adjusted operating income and net income also saw declines in 2024, influenced by reduced sales and product mix [4]. - Stellantis Group reported a net revenue of €156.9 billion in 2024, a 17% decrease from 2023, with net profit dropping by 70% to €5.5 billion [7]. Group 3: Leadership Changes - Stellantis Group appointed a new CEO, Antonio Filosa, on June 23, 2025, as part of a management restructuring aimed at reversing the company's declining performance [3][7]. - Filosa's leadership experience in North and South America is expected to bring a new direction to the company [8]. Group 4: Market Trends - The overall luxury car market is experiencing a downturn, with Maserati's sales reflecting a broader trend of weakened demand among high-end consumers [5][6]. - In contrast, other luxury brands like Ferrari, Bentley, and Rolls-Royce are performing relatively better despite facing some sales declines [6].