2025.10. 03 本文字数：2085，阅读时长大约3分钟 作者 | 第一财经 黄琳 10月伊始，汽车市场迎来传统"金九银十"消费旺季的第二个重要节点。随着70余款新车进入车市， 国庆8天长假期间，车市消费迎来新一轮的爆发期，据第一财经记者不完全统计，今年国庆期间，全 国超23座城市举办了地方车展，通过以旧换新置换补贴、地方消费券等形式，推动汽车消费。 封面图 | 东莞国庆车展现场，参展观众密集。 黄琳摄 当前，超万元的以旧换新补贴仍是推动汽车消费的重要力量。但是，从今年8月开始，已有贵州、青 海、贵州、江苏、广西等超5个省份已暂停实施汽车更新补贴政策。但这并不意味着汽车补贴终止。 在东莞国庆车展现场，广汽丰田、一汽丰田、东风日产启辰等多家车企4S店销售告诉记者，东莞市 的以旧换新补贴已经暂停，但是可以帮助消费者开其他城市的发票，以此抢得其他城市的以旧换新补 贴名额。 有现场销售表示："虽然东莞没有了国补，但是我们的经销商集团在全国都有门店，所以能够在全国 范围内寻找补贴名额。目前，福建、四川等地还有少量的汽车以旧换新补贴可以抢。"现场还有合资 品牌销售提出代抢其他城市的补贴名额需要3000元代抢费，他称 ...

类似地，广州国庆车展期间，车展组委会联合车企推出"金九银十购车"政策，叠加政府消费券，最高可 省5万元。其中，组委会针对部分车型还发放1000元购车代金券、200元订车红包券等，促成并提升车展 现场成交量。 第四批690亿元资金已按计划于10月下达。 10月伊始，汽车市场迎来传统"金九银十"消费旺季的第二个重要节点。随着70余款新车进入车市，国庆 8天长假期间，车市消费迎来新一轮的爆发期，据第一财经记者不完全统计，今年国庆期间，全国超23 座城市举办了地方车展，通过以旧换新置换补贴、地方消费券等形式，推动汽车消费。 东莞国庆 车展现场，参展观众密集。 黄琳摄 在东莞国庆车展现场，广汽丰田、一汽丰田、东风日产启辰等多家车企4S店销售告诉记者，东莞市的 以旧换新补贴已经暂停，但是可以帮助消费者开其他城市的发票，以此抢得其他城市的以旧换新补贴名 额。 有现场销售表示："虽然东莞没有了国补，但是我们的经销商集团在全国都有门店，所以能够在全国范 围内寻找补贴名额。目前，福建、四川等地还有少量的汽车以旧换新补贴可以抢。"现场还有合资品牌 销售提出代抢其他城市的补贴名额需要3000元代抢费，他称："因为是跨城抢补贴，所以这 ...

东莞国庆车展现场，参展观众密集。 黄琳摄 第四批690亿元资金已按计划于10月下达。 10月伊始，汽车市场迎来传统"金九银十"消费旺季的第二个重要节点。随着70余款新车进入车市，国庆 8天长假期间，车市消费迎来新一轮的爆发期，据第一财经记者不完全统计，今年国庆期间，全国超23 座城市举办了地方车展，通过以旧换新置换补贴、地方消费券等形式，推动汽车消费。 在东莞国庆车展现场，广汽丰田、一汽丰田、东风日产启辰等多家车企4S店销售告诉记者，东莞市的 以旧换新补贴已经暂停，但是可以帮助消费者开其他城市的发票，以此抢得其他城市的以旧换新补贴名 额。 有现场销售表示："虽然东莞没有了国补，但是我们的经销商集团在全国都有门店，所以能够在全国范 围内寻找补贴名额。目前，福建、四川等地还有少量的汽车以旧换新补贴可以抢。"现场还有合资品牌 销售提出代抢其他城市的补贴名额需要3000元代抢费，他称："因为是跨城抢补贴，所以这笔代抢费需 要由消费者支出，给到当地门店经销商，由他们代抢名额。" 重庆市汽车商业协会已向国家有关部门提出建议，希望全国统一标准，规范购车置换补贴标准。对于补 贴可跨省申领的许诺，业内人士提醒不要轻信，小心风险 ...

Core Viewpoint - Recent announcements from the State Administration for Market Regulation highlight multiple vehicle recalls by automakers including Ferrari, GAC Toyota, FAW Toyota, BMW, and Stellantis due to safety hazards, emphasizing the importance of China's vehicle defect recall mechanism in protecting consumer rights and ensuring road safety [1][5][7] Group 1: Recall Details - BMW's recall involves over 230,000 vehicles, focusing on electrical safety and high-voltage system risks, with issues stemming from improperly manufactured starter generator connectors that could lead to engine stalling or fire [2] - GAC Toyota's recall includes over 90,000 vehicles, with issues related to instrument panel control program settings causing blackouts and insufficient strength in spiral springs due to improper heat treatment during manufacturing [3] - FAW Toyota's recall affects over 96,000 vehicles, addressing similar instrument panel program issues, with solutions involving program upgrades and inspections [3] - Stellantis is recalling 3,339 imported vehicles due to safety-related issues with the air conditioning system, while Ferrari is recalling 381 imported Purosangue vehicles due to potential short circuits in the fuse box [4] Group 2: Recall Mechanism and Communication - The recent recalls reflect the effective operation of China's vehicle defect recall system, supported by regulations that define defective products, recall procedures, and corporate responsibilities [5] - Automakers have demonstrated prompt responses and targeted solutions, offering free services such as part replacements and software upgrades to minimize consumer costs and ensure safety [5][6] - Effective communication channels are crucial for the success of recalls, with automakers notifying affected owners directly and providing platforms for information queries, enhancing transparency and consumer awareness [6]

Core Viewpoint - The Ministry of Industry and Information Technology and the China Automobile Industry Association advocate against disorderly price competition, promoting fair market practices to foster healthy industry development [1] Group 1: Market Competition Dynamics - Car manufacturers are shifting focus from price competition to technological innovation and enhancing user experience, recognizing that long-term competitive advantages cannot be achieved solely through pricing strategies [1][10] - Despite the shift, price competition remains prevalent in terminal sales, with 4S dealerships employing various limited-time promotional activities to capture market share [1] Group 2: Promotional Strategies - Many 4S dealerships are implementing aggressive promotional strategies, such as cash discounts and additional incentives, to attract customers during events like the "6.18 Mid-Year Sale" [2][3] - For instance, a BMW dealership offers a cash discount of up to 10,000 yuan, with some models seeing discounts as high as 50%, indicating a significant reduction from the official price [2] - Toyota's promotional activities also reflect substantial cash discounts, with some models offering up to 60,000 yuan in total incentives [3] Group 3: Inventory and Supply Chain Challenges - The industry faces high inventory levels, with national passenger car inventory reaching 3.5 million units in April, a 120,000-unit increase from the previous year, necessitating promotional strategies to alleviate stock pressure [5] - Sales personnel emphasize that accepting in-stock vehicles can lead to greater discounts, highlighting the need for manufacturers to manage inventory effectively [5] Group 4: Economic Pressures on Dealers - The automotive industry is experiencing significant economic pressure, with profit margins projected to drop to 4.3% in 2024, below the average for downstream industries [9] - A substantial portion of dealers are facing financial difficulties, with 41.7% reporting losses, and 84.4% experiencing price discrepancies that threaten their viability [9] Group 5: Consumer Behavior and Market Trends - Despite the industry's recognition of the dangers of price wars, consumer attraction through cost-effectiveness remains a critical sales strategy, as evidenced by the ongoing reliance on promotional pricing [10] - Sales personnel express confidence in their products and technologies, actively promoting new features to enhance consumer appeal, indicating a gradual shift away from price-centric sales tactics [10]