大家好，我是 长安启源的销售顾问 ，今天说的是 11月09日正式上市的全新A06，看看这款车最近的情况怎么样。 当地 有两 家 长安启源的体验中心，另外一家刚开业没多久。我们也是和特斯拉、理想这些品牌一样，采用的是订单、交付、维保三中心模式。 之前也有叫A06的，但那只是UNV-iDD的换标版，当时销量平平。后来我们听说，会重新设计全新A06。直到上个月新车到店，果然不负众望。 销量如何?卖得最多的是什么配置和颜色？ 上市以后每天的进店量，也从之前的5-6组，直接翻倍上升到了10-12组。其中80%的客户都是来看A06的。截止到我在写这篇的时候，店内差不多订了30 多台，我自己也小定了10台，销量是真的起来了。 纯电版占比能够达到八成左右。这其中，630舒享Ultra和630激光Ultra卖得更好，指导价都是13.99万。 谁在看这个车？买车用户都是什么样的？ 全新A06和之前的老款相比，客户群体差距比较大，覆盖更广。之前是追求颜值的年轻人，现在扩展到了20-40岁之间的用户，工作都比较稳定，比如护 士、老师、基层公务员，还有一部分是个体老板。 我的第一个订单客户，就是在乡镇开火锅店的老板娘。有意思的是，介绍 ...

Core Insights - The automotive industry is shifting from a "price war" to a "value war," focusing on product quality and features rather than just pricing strategies [2][5][15] - The Guangzhou Auto Show reflects a more pragmatic approach, with companies emphasizing self-improvement and local partnerships, particularly with Huawei [6][9][11] - Consumer behavior is becoming more rational, with a greater focus on product quality and functionality rather than brand loyalty or emotional appeal [15][17] Industry Trends - The current Guangzhou Auto Show has fewer high-profile executives and new models, indicating a shift towards marketing and sales of existing models [1] - The competition among car manufacturers is increasingly centered on product performance and quality, moving away from aggressive pricing strategies [2][3] - There is a notable increase in the number of D-class SUVs being launched, with over 10 new models introduced in the second half of the year, priced between 200,000 to 500,000 yuan [3][5] Brand Strategies - Domestic brands are focusing on enhancing value rather than cutting prices, with many introducing advanced features in new models without reducing prices [5][12] - Foreign brands are increasingly localizing their operations, with many models developed by domestic teams and collaborations with local suppliers [6][8] - Major foreign brands like Mercedes, BMW, and Audi are adopting more competitive pricing strategies, with some models priced lower than domestic competitors [8][12] Consumer Behavior - Consumers are showing a more practical approach to purchasing decisions, focusing on the alignment of products with their needs rather than emotional factors [15][17] - The trend of rapid product iteration in the automotive sector has led to a more discerning consumer base, with buyers prioritizing quality and functionality [17] - The overall sentiment suggests that the automotive industry will continue to face intense competition, but with a more mature and rational market environment in the coming years [15][17]

Core Viewpoint - Japanese automakers are facing significant challenges due to U.S. tariffs, leading to a collective profit decline of 1.5 trillion yen (approximately 68.78 billion RMB) in the first half of 2025, marking a 27.2% year-on-year decrease [6][7]. Group 1: Impact of Tariffs - The North American market has severely impacted Mazda and Subaru, with Mazda's U.S. sales accounting for about 30% of its global sales, resulting in a profit drop of approximately 97.1 billion yen (about 4.45 billion RMB) due to tariffs [6]. - Subaru, with nearly 80% of its sales in the U.S., faced a tariff impact of 154.4 billion yen (around 7.08 billion RMB), nearly offsetting its profits from vehicle sales [6][7]. Group 2: Domestic Market Saturation - Japan's domestic car market is saturated, with a new car sales forecast of approximately 4.42 million units in 2024, a decline of about 7.5% from 2023 [8]. - The younger generation in Japan shows a declining interest in car ownership, with 32% citing "sufficient family cars" and 28% concerned about high car prices [8]. Group 3: Global Market Challenges - Japanese automakers have historically relied on overseas markets, which account for nearly 80% of their sales, but are now facing increased competition and market share losses, particularly in China and Southeast Asia [8][9]. - From 2021 to 2024, Japanese automakers lost significant market share in Southeast Asia, with declines of 5% in Malaysia, 6% in Indonesia, and 12% in Thailand [9][12]. Group 4: Declining Sales in China - Japanese automakers have seen a decline in sales in China, with Toyota's sales down 1.7% to 1.908 million units, Honda's down 10.1% to 1.234 million units, and Nissan's down 16.1% to 794,000 units in 2023 [9]. - The market share of Japanese brands in China dropped from 20.6% in 2021 to 11.2% in 2024, largely due to the rise of domestic electric vehicle brands [9][12]. Group 5: Shift in Consumer Preferences - The younger generation in Southeast Asia is increasingly favoring electric vehicles and brands that offer better value and technology, leading to a shift away from traditional Japanese automakers [12][17]. - Japanese automakers are struggling to adapt to the electric vehicle trend, with their market share in the rapidly growing EV segment remaining below 30% in Southeast Asia [16][17]. Group 6: Financial Performance and Future Outlook - Despite challenges, Toyota remains the world's most profitable automaker, with a profit of 31.2579 billion USD (approximately 224.5 billion RMB) in 2025, significantly outperforming competitors [17][21]. - The overall performance of Japanese brands in other sectors, such as convenience stores and cosmetics, is declining, indicating a broader struggle beyond the automotive industry [18][21].

phone of the company of the late l 01 当下，跨国车企在华高层调整进入密集期。继日产、丰田、梅赛德斯-奔驰、法拉利、Stellantis等之后，近日，通用汽车、现代汽车、大众汽车集团在 华高层也迎来调整。跨国车企在中国市场的"调兵遣将"俨然已经成为一股浪潮。 这并非孤立的人事更迭，而是中国汽车产业深度变革的缩影。在新能源转型提速、市场竞争白热化、消费需求多元化的时代背景下，跨国车企在华核心岗位 密集换防，背后折射的是业绩突围的迫切、战略转型的决心、本土化深化的需求，以及对中国市场全球核心地位的重新认知。这场持续上演的高层人事更 迭，会帮助跨国车企在华破局吗？让我们拭目以待。 在华高层人事变动范围广、频率高、层级深 主流合资品牌同样换帅频频。今年8月，宝思齐（Wannenwetsch）接替戴鹤轩（Franz Decker），正式出任华晨宝马总裁兼首席执行官。戴鹤轩则返回德国， 担任宝马集团首席信息官及信息技术部高级副总裁。 今年9月，一汽奥迪宣布人事任命，郭永锋接替李凤刚担任一汽奥迪销售有限责任公司执行副总经理，全面负责一汽奥迪在华所有国产及进口车的销售、售 后服务、网络及品 ...

东风日产向来深知如何打造爆款轿车。从燃油时代辉煌的天籁、轩逸，到新能源时代的纯电N7，再到应对市场需求推出的日产全球首款插混轿车N6。 11月13日，"NI好，N6——东风日产'最家电混'技术暨N6预售发布会"落地广州。这也是继3月后，东风日产年内举办的第二次技术发布会，正式发布日产全 球首个乘用车插混系统——AI云擎电混、插混防失速智控技术、超安全云盾电池、全球首发高通8775×Momenta飞轮大模型舱驾融合方案，以及全新后排零 压云毯大沙发等30多项"最家"新能源技术。 集结以上技术的日产全球首款插混轿车N6同步开启预售，新车推出180Pro、180Max、180Max+三个版本，并全系标配20度以上大电池，价格区间10.99万元 —12.19万元。 东风汽车集团有限公司副总经理、党委常委，东风汽车有限公司执行副总裁，东风日产乘用车公司副总经理周锋在发布会上表示："N6为所有与时代一起奔 跑、为美好生活打拼的中国主流家庭而来。我们的目标很明确——打造15万元以内最适合家用的中高级插混轿车"。 东风日产在打造爆款轿车方面向来很有心得。在传统燃油时代，天籁常年位居中高级轿车市场销量前茅，并让日产"大沙发"的 ...

Core Viewpoint - Dongfeng Nissan is officially entering the plug-in hybrid market with the launch of its first plug-in hybrid sedan, the N6, which is positioned to compete in a market dominated by domestic brands [2][3]. Group 1: Product Launch and Strategy - The N6 is set to be priced between 109,900 and 121,900 yuan, with aggressive pricing strategies aimed at capturing market share in the plug-in hybrid segment [2][3]. - Dongfeng Nissan plans to launch six new energy models by 2027, covering pure electric, plug-in hybrid, and range-extended powertrains as part of its "All in China" strategy [2][3]. - The N6 aims to boost Dongfeng Nissan's sales, which have been declining since 2018, particularly after a significant drop in 2022 [2]. Group 2: Market Positioning - The N6 fills a gap in Dongfeng Nissan's product lineup, creating a product hierarchy with the N6 targeting the mid-range plug-in hybrid market and the N7 focusing on high-end pure electric vehicles [3][4]. - The N6's specifications, including a 2815mm wheelbase and 4831mm length, position it as a standard mid-size sedan while its pricing aligns it with compact cars, creating a competitive edge [4]. Group 3: Technical Features - The N6 features a 21.1 kWh battery with a pure electric range of 180 kilometers, outperforming competitors in the same category [4]. - The vehicle boasts a low fuel consumption of 2.79L per 100km in electric mode and a combined range exceeding 1300 kilometers [4]. - The N6 incorporates an industry-first "anti-stall three-level intelligent control algorithm," ensuring stable power output across a wide temperature range [4]. Group 4: Market Challenges - The plug-in hybrid market in China is experiencing a slowdown, with a cumulative sales growth of only 17.8% in 2025, significantly lower than the 42.9% growth for pure electric vehicles [5]. - Dongfeng Nissan faces a challenging environment as it attempts to capture market share from established domestic brands in a slowing plug-in hybrid market [5].

Core Viewpoint - Dongfeng Nissan is committed to a "For China, By China, To the World" strategy, focusing on the GLOCAL model and fully investing in the Chinese market while advancing multiple powertrain technologies to meet diverse consumer needs [1][2]. Group 1: Strategic Direction - Dongfeng Nissan is deepening its GLOCAL model and is fully committed to the Chinese market [1]. - The company is advancing three technology routes: pure electric, plug-in hybrid, and range-extended vehicles to cater to various family user needs [1]. Group 2: Product Development - By the end of 2027, Dongfeng Nissan plans to launch six new energy vehicle models [1]. - The N6 model has officially started pre-sales, with three variants priced between 109,900 yuan and 121,900 yuan [2]. - The N6 features a 1.5L plug-in hybrid power system with a pure electric range of 180 kilometers [2]. Group 3: Customer Insights - Over half of the N7 owners are young, with more than 60% choosing the model for its comfort in driving and riding [2]. - Dongfeng Nissan is enhancing its new comfort concept starting with the N7, which will be integrated into future models [2]. Group 4: Technical Specifications - The N6 dimensions are 4831mm in length, 1885mm in width, and 1494mm in height, with a wheelbase of 2815mm [2]. - The N6 is equipped with an AI assistant named "Xiao Ni," which integrates advanced models from iFLYTEK and DeepSeek-R1 for enhanced user experience [2].

Core Viewpoint - Nissan is making significant investments in China, focusing on smart and diversified vehicle offerings, particularly in the context of the China International Import Expo [5][6][9]. Group 1: Nissan's Strategic Moves - Nissan established a joint venture, Nissan Import and Export (Guangzhou) Co., Ltd., with Dongfeng Motor Group, investing 1 billion RMB, with a 60% and 40% shareholding respectively [6][8]. - The launch of the Dongfeng Nissan N7, a pure electric sedan, has seen sales reach 6,410 units in September, totaling 32,901 units delivered, indicating a successful market reception [11]. - The unveiling of the Tianlai Hongmeng cockpit marks a significant step in Nissan's strategy to integrate smart technology into traditional fuel vehicles, aiming to redefine the market [12][13]. Group 2: Collaboration with Huawei - The partnership with Huawei aims to enhance the smart capabilities of fuel vehicles, addressing the growing demand for intelligent features among traditional car users [23][25]. - The Tianlai Hongmeng cockpit represents a shift from traditional fuel vehicle perceptions, integrating smart technology to meet user needs [24][48]. - This collaboration signifies a new paradigm in the automotive industry, moving from a supplier-driven model to a co-creation approach between manufacturers and technology providers [36][37]. Group 3: Market Positioning and Future Outlook - The Tianlai Hongmeng cockpit is positioned to compete in the B-segment market, challenging established models like Accord and Camry, and aims to redefine the standards for fuel vehicles [40][46]. - By 2025, Nissan plans to leverage new products like the N7 and Tianlai to solidify its position in the competitive landscape of joint venture electric vehicles [47]. - The upcoming launch of the Tianlai Hongmeng cockpit in Q4 2023 is expected to invigorate the market and set a new standard for smart fuel vehicles [50].

Core Points - Nissan Motor Co. announced the sale of its global headquarters building in Yokohama for 97 billion yen (approximately 4.5 billion RMB), with plans to continue using the building under a lease agreement [1][3] - The buyer is a special purpose company established by Hong Kong automotive parts giant Minth Group, and Nissan expects to record a special profit of 73.9 billion yen from this sale in its fiscal 2025 consolidated financial statements [1][4] - The proceeds from the sale will be used to improve Nissan's financial situation and support digitalization and R&D efforts [1][4] Financial Performance - For the first half of fiscal 2025 (April to September), Nissan reported a net loss of 221.9 billion yen (approximately 10.3 billion RMB), a significant decline from a profit of 19.2 billion yen in the same period last year [4][6] - Global sales for the second quarter (July to September) were approximately 773,000 units, a year-on-year decrease of 4.5% [4][6] - Nissan forecasts total vehicle sales of 3.25 million units for fiscal 2025, with expected declines in key markets including China, Japan, and Europe [4][6] Restructuring Efforts - Nissan has initiated various cost-cutting measures, including a global workforce reduction of 20,000 employees and the closure of seven factories, aiming to reduce costs by approximately 500 billion yen by fiscal 2026 [6][7] - The company reported a record net loss of 670.8 billion yen for fiscal 2024, marking a 257.3% decline year-on-year [6] Strategic Initiatives - Nissan is focusing on electric vehicle (EV) development, with the launch of the Dongfeng Nissan N7, its first strategic EV model under the "Tianyan Architecture" [7][9] - The company is positioning the Chinese market as a key hub for its global operations, recently establishing Nissan Import and Export (Guangzhou) Co., the first joint venture for foreign automotive companies in China [9]

Core Viewpoint - Nissan Motor Company is selling its global headquarters building in Yokohama for 97 billion yen (approximately 4.5 billion RMB) as part of its restructuring efforts to improve financial conditions, while continuing to lease the building post-sale [1][3]. Financial Performance - For the first half of the fiscal year 2025 (April to September), Nissan reported a net loss of 221.92 billion yen (approximately 10.3 billion RMB), a significant decline from a profit of 19.22 billion yen in the same period last year [3][4]. - The company forecasts an operating loss of 275 billion yen for the entire fiscal year 2025, maintaining that it could achieve breakeven without tariff impacts [4]. Sales and Market Performance - In the second quarter of fiscal year 2025, Nissan's global sales were approximately 773,000 units, a year-on-year decrease of 4.5% [3]. - Sales by region showed a decline in China (158,000 units, down 8.1%), Japan (98,000 units, down 20.8%), and Europe (72,000 units, down 10.6%), while North America saw a slight increase (319,000 units, up 6.7%) [3]. Strategic Initiatives - Nissan is implementing a revival plan called "Re:Nissan," which includes global layoffs of 20,000 employees and the closure of seven factories to cut costs by approximately 500 billion yen by fiscal year 2026 [4]. - The company is focusing on electric vehicle (EV) development in China, with the launch of the Nissan N7, which has sold over 36,000 units in the first three quarters of 2025 [6]. Market Expansion - Nissan has established a joint venture, Nissan Import and Export (Guangzhou) Co., marking its first wholly foreign-owned vehicle import and export company in China, with plans to export locally developed models [6].