Core Insights - Xiaomi's YU7 model achieved sales of 37,869 units in January, ranking first in the national passenger car retail sales, despite a slight month-on-month decline from December [2][9] - The YU7 is positioned as a "family smart flagship SUV" and is Xiaomi's second mass-produced vehicle, following the SU7 [5] - The overall domestic passenger car market saw significant changes in January, with nearly half of the top 20 models being new energy vehicles, while traditional brands maintained stable market shares [6] Sales Performance - The YU7's sales in January were slightly down compared to December, indicating a solidified position in the mid-to-large SUV segment [9] - In December 2025, the YU7 ranked third in retail sales with 39,089 units, trailing only the Tesla Model Y and BYD Qin PLUS [6] Market Context - January is typically a slow season for the automotive market, with many companies pushing for annual targets in December, leading to a release of pent-up demand [9] - The YU7's performance amidst a backdrop of reduced subsidies and tax adjustments reflects its strong market presence [9] Future Outlook - Xiaomi's cumulative delivery volume approached 600,000 units by early February, with a target of 550,000 units for 2026 and over 410,000 units for 2025, exceeding previous plans [9] - The company plans to launch a new generation of the SU7 in April 2024, with a starting price of 229,900 yuan, and has already opened pre-orders [9] Competitive Landscape - The YU7 competes directly with models like Tesla's Model Y and Li Auto's L series in the mid-to-large SUV market [5] - Tesla's Model Y saw a significant drop in sales in January, with only 16,845 units sold, ranking 20th [6]

Core Viewpoint - The article discusses the impact of malicious public relations and online water army attacks on the automotive industry, particularly focusing on Li Auto's MEGA model and the broader implications for the industry as a whole [1][2][18]. Group 1: Li Auto's MEGA Launch and Negative Publicity - Li Auto's first pure electric model, MEGA, launched in March 2024, did not meet initial sales expectations of 8,000 units per month due to negative publicity and malicious interpretations circulating on social media [1][2]. - The negative sentiment was exacerbated by a coordinated attack involving altered promotional content and derogatory associations with the vehicle, leading to a loss of at least 10 confirmed orders from customers who had previously made deposits [1][2][18]. - The severity of the situation prompted Li Auto to conduct internal research to assess the impact of these negative narratives on consumer perception and order changes [1][2]. Group 2: Investigation and Industry Context - In April 2024, police in Hebei launched an investigation into the "black public relations" incident related to Li Auto MEGA, uncovering involvement from at least four other automotive companies and their agencies [2][4]. - Li Auto's CEO, Li Xiang, described the incident as one of the largest smear campaigns in automotive history, reflecting a troubling trend within the Chinese automotive industry over the past few years [2][4]. Group 3: Organized Attacks and Industry Response - A police operation in December 2025 dismantled a network responsible for spreading negative information about electric vehicles, involving multiple companies, including Xiaomi and Li Auto [4]. - Li Auto identified a pattern of coordinated attacks characterized by the use of multiple accounts to disseminate false information, particularly during new product launches, which is a common tactic in the industry [6][11]. - The company reported that negative comments about the Li i8 model reached 30% of total comments during its pre-launch period, significantly higher than the typical rate for new automotive products [6][7]. Group 4: Financial Impact and Strategic Adjustments - The negative publicity surrounding the MEGA model led to a market value loss of over 180 billion yuan within just ten days of its launch, with ongoing discussions about its design continuing to affect the brand's long-term value perception [18]. - As a result of the backlash, Li Auto had to invest approximately 2 billion yuan to redesign its product line, indicating the substantial financial implications of the negative publicity [18]. Group 5: Broader Industry Implications - The phenomenon of black public relations and online water army attacks has become a widespread issue in the automotive sector, affecting various companies, including NIO and Leado, which have also faced similar challenges [11][12]. - The rise of social media and the competitive landscape has intensified the focus on "traffic" as a critical element for automotive companies, inadvertently providing fertile ground for malicious activities [24][25][26]. - The interconnectedness of traffic, sales, and corporate image has created a challenging environment where the growth of online engagement can lead to increased vulnerability to smear campaigns, complicating the relationship between brand reputation and market performance [26].

Core Viewpoint - Mercedes-Benz Group CEO Ola Kaellenius emphasized a shift in strategy from "value over volume" to a focus on "profitable growth" to reassure investors [1]. Group 1: Company Strategy - The company is transitioning its mantra to prioritize profitable growth, indicating a potential retreat from its previous strategy of prioritizing value over volume [1]. - This strategic shift aims to enhance investor confidence and align with market expectations for sustainable profitability [1].

Core Viewpoint - Chinese automakers, particularly BYD and Geely, are competing to acquire a Nissan–Mercedes-Benz plant in Mexico, indicating a significant shift in the Mexican automotive industry as they seek to establish a manufacturing presence amid U.S. tariffs impacting local factories [1][3]. Group 1: Chinese Automakers' Interest - BYD and Geely are among the finalists for the acquisition of the plant, alongside Vietnamese electric vehicle maker VinFast, emerging from a pool of nine interested companies [1][2]. - Other notable Chinese manufacturers expressing interest include Chery and Great Wall Motor, highlighting a broader trend of Chinese investment in the Mexican automotive sector [2]. Group 2: Market Dynamics - The interest from Chinese automakers marks a potential transformation in Mexico's car industry, which has historically been dominated by U.S., European, and Japanese manufacturers focused on vehicles for the U.S. market [3]. - Chinese automakers have increased their market share in Mexico from zero in 2020 to approximately 10% last year, with annual car sales in Mexico around 1.5 million [6]. Group 3: Economic Implications - The Mexican government is in a challenging position, as U.S. tariffs are negatively affecting the local auto sector, while Chinese investments could create essential jobs [4]. - However, there are concerns that increased Chinese production in Mexico could provoke tensions with the U.S. and complicate ongoing North American trade negotiations [4]. Group 4: Growth of Chinese Auto Industry - The ambitions of BYD and Geely reflect the rapid global expansion of China's auto industry, with BYD's vehicle sales increasing ten-fold since 2020 and Geely's sales doubling, both selling over 4 million vehicles last year [5]. - The collective market share of Chinese automakers in Mexico has significantly risen, indicating their growing influence in the region [6].

该测试难度较高，极氪8X所搭载的多项技术将为其穿越提供基础保障。官方资料显示，极氪8X综合续 航有望超过1400公里，基于浩瀚-S超级电混架构打造，预计搭载2.0T电混专用发动机与三电机兆瓦级电 驱技术，采用全栈900V高压架构，在高原高寒等地形提供全面的动力性能、能源管理能力。同时，其 搭载浩瀚AI数字底盘负责协同各系统，应对复杂路面的挑战，以兼顾极致的平稳和舒适为目标，可系 统性解决新能源车在长途穿越中面临的续航焦虑、高速再加速乏力，多路况不平稳等痛点。 值得注意的是，北美职业车手、美国慈善汽车组织Purist创始人Sean Lee也将参与此次测试。他的加入 为项目带来了专业评估视角，其"寻找新公路之王"的期待，亦体现出极氪8X比肩全球高性能车型的技 术实力。 据了解，极氪8X预计将于今年上半年正式发布，而此次路测结果也或将于彼时揭晓。极氪8X能否在漫 长征途中交出满意答卷，重新定义"公路之王"，答案正写在车轮碾过的三万里国境线上。 （文章来源：南方都市报） 近日，极氪品牌宣布启动"远征·答卷"计划，旗下新车极氪8X展开了一次跨越30000公里的环中国边境线 实际道路测试。 据了解，该测试将沿G331、G ...

中汽协将下滑归因于三方面因素叠加：新能源汽车购置税政策技术指标调整、多地购车补贴进入年度交 替空窗期，以及2025年末消费需求提前释放。商务部此前披露，2025年,我国汽车以旧换新超1150万 辆，新能源汽车占比近60%。这一轮需求集中释放，直接稀释了今年1月的订单量。 值得一提的是，自主与合资呈现此消彼长态势。1月中国品牌乘用车销量132.9万辆，环比下降32.1%， 同比下降8.9%，占乘用车销售总量的66.9%，较去年同期下滑1.5个百分点。同期，主要外国品牌中，美 系品牌零售销量录得两位数增幅，德系、日系、韩系、法系品牌销量同比均呈不同程度下降。具体到企 业，广汽丰田销量同比增长近10%，日产中国单月销量守住5万辆关口。一汽-大众、上汽大众同比降幅 收窄，环比降幅低于自主品牌平均水平。 与合资品牌止跌回稳相比，新能源乘用车国内市场的降温幅度更为明显。1月国内销量58.3万辆，同比 下降22.9%，环比下降54.8%。分动力类型看，纯电动汽车国内销量同比下降，插电式混合动力汽车销 量微降，燃料电池汽车降幅较为明显。 作为对比，同期新能源汽车出口30.2万辆，同比增长100%，环比增长0.5%。其中新能源 ...

1月中国乘用车出口量同比增逾五成 中新社北京2月12日电 (记者 刘文文)中国汽车流通协会乘用车市场信息联席分会(简称"乘联分会")12日 发布的数据显示，1月乘用车出口57.6万辆，同比增长52.0%。 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 展望2月份，乘联分会分析，今年春节假期有9天，2月有16个工作日，有效产销时间很短，预计2月车市 销量将处于全年低位，或有利于缓解零售端库存压力。 出口方面，1月新能源乘用车出口28.6万辆，同比增长103.6%，占乘用车出口49.6%。乘联分会称，1月 新能源乘用车出口量在欧洲、东南亚等地区高增长，表明中国新能源汽车品牌在国际市场上的影响力不 断扩大，为未来出口增长奠定了坚实基础。伴随着中欧、中加电动汽车关税谈判的良好进程，新能源车 出口已经从"单纯卖车"向"产业链出海"延伸。综合来看，预计未来汽车出口将从"量"的高速增长 向"质"的飞跃升级转变。(完) 来 ...

Core Viewpoint - The company is shifting its focus from traditional vehicles to the manufacturing of large batteries for utilities, data centers, businesses, and homeowners [1] Group 1 - The company has historically concentrated on cars and trucks [1] - The new initiative marks a significant diversification into the energy storage market [1] - Large batteries are increasingly essential for various sectors, including utilities and data centers [1]

Group 1 - Ford Motor has shut down a battery factory and laid off 1,600 workers due to the reduction of government support for electric vehicles by President Trump and Republicans [1]

Core Viewpoint - The significant price drop of Audi A3 to just over 100,000 yuan marks a shift in the luxury car market, making it more accessible to consumers, but this has led to mixed reactions regarding brand perception and sales performance [5][7][10]. Group 1: Price Changes and Market Impact - Audi A3's terminal price has been reduced to around 100,000 yuan, aligning it with mainstream models like Volkswagen Lavida and Toyota Corolla [8][10]. - Despite the price drop, sales have not surged as expected, with some Audi dealerships closing down due to poor performance [8][15]. - The official price range for Audi A3 remains between 165,900 yuan and 209,900 yuan, but actual transaction prices are significantly lower, with some promotions offering prices below 100,000 yuan [10][11]. Group 2: Sales Performance and Dealer Challenges - Audi A3's sales have been declining, with 2024 sales at 53,200 units, the lowest in five years, and a slight recovery in 2025 to 66,800 units primarily due to heavy discounts [15][30]. - Over 52% of car dealers in China reported losses in the first half of 2025, leading to a challenging environment for Audi dealerships [16][18]. - The closure of Audi dealerships has raised concerns about after-sales service and customer rights, as pre-paid maintenance fees become difficult to process [15][19]. Group 3: Competitive Landscape and Strategic Adjustments - Audi faces increasing competition from domestic brands and new energy vehicles, necessitating a reevaluation of its pricing and product strategies [30][31]. - The company has shifted its strategy to include a mix of fuel, electric, and hybrid vehicles, moving away from a strict timeline for full electrification [31][34]. - Collaborations with local tech companies, such as Huawei, aim to enhance Audi's smart driving capabilities, reflecting a need to adapt to changing consumer preferences [32][34]. Group 4: Consumer Perception and Future Outlook - The drastic price reduction has altered consumer expectations, with some early buyers feeling their vehicle's resale value has diminished [24][26]. - The competitive environment is shifting towards practicality and cost-effectiveness, making brand loyalty less decisive in consumer choices [28][35]. - 2026 is projected to be a pivotal year for Audi, where successful strategic adjustments could stabilize its market position, while failure to regain consumer confidence may lead to further challenges [36][38].