Core Insights - The article discusses the resurgence of range-extended electric vehicle (REEV) technology among joint venture and luxury brands, highlighting its potential to influence their future product strategies [1][8][39] - Companies like SAIC Volkswagen and GAC Toyota are set to introduce new vehicles utilizing REEV technology, while BMW and Mercedes-Benz are also considering entering this market [2][7][27] - The article reflects on the initial skepticism surrounding REEV technology, particularly during the early days of Li Auto, and contrasts it with the current renewed interest from established brands [6][22][39] Group 1: Industry Trends - The adoption of REEV technology is seen as a strategic pivot for traditional and luxury brands, which previously focused on pure electric and hydrogen technologies [8][22] - GAC Toyota's decision to implement REEV in models like the next-generation Highlander and Sienna indicates a shift towards more family-oriented vehicles [10][12] - The article notes that GAC Toyota's diverse powertrain options, including hybrid and hydrogen, make their move into REEV somewhat unexpected [9][10] Group 2: Company Strategies - SAIC Volkswagen's "Joint Venture 2.0" strategy emphasizes a collaborative approach, integrating local technology and consumer insights into product development [18][20] - The article highlights that the success of GAC Toyota's recent models is linked to their willingness to empower local teams, suggesting that this approach could enhance their competitiveness in the domestic market [17][21] - BMW's exploration of REEV technology for models like the sixth-generation X5 reflects a broader trend among luxury brands to reconsider their technological strategies in response to market demands [27][29] Group 3: Consumer Insights - The article emphasizes that consumer preferences in China are shifting towards vehicles that offer low energy consumption, convenient refueling options, and extended range, rather than a strict adherence to specific technologies [27][39] - Li Auto's focus on creating a "mobile home" experience for users illustrates the importance of addressing practical consumer needs in the design of electric vehicles [35][39] - The discussion around REEV technology serves as a litmus test for how well traditional brands can adapt to the evolving expectations of Chinese consumers [37][39]

2025.07. 02 本文字数：889，阅读时长大约2分钟 作者 | 第一财 经 黄琳 尽管经营形势严峻，但日产仍在积极寻求与合作方探索突围路径。近日，东风汽车集团股份有限公司 （00489.HK，下称"东风汽车"）公告称，公司与日产（中国）投资有限公司（NCIC）签立合资合 同，双方同意成立一个新的合资公司，主要涉及汽车出口业务。 根据协议，双方将合作向协商一致的海外市场出口汽车、零部件及配件，合资公司的成立将使双方于 汽车出口业务发挥其财务资源及供应链能力。新合资公司注册资本为10亿元，其中NCIC出资60%， 东风汽车出资40%，合资合同期限为28年。目前新合资公司的设立正在推进，包括必要的监管审批 等，详细的时间表或更具体的信息仍待官方公告。 在此次联手前，东风汽车已与NCIC合资成立了东风汽车有限公司、易捷特新能源汽车有限公司。可 以明确的是，新合资公司成立的背后，两大股东均对海外市场有出口需求。2023年，东风汽车有限 公司官宣"启DNA+"战略，主动开展出口业务，从2025年开始启动，初步设定的出口销量目标为10 万辆，其中包含四款日产品牌的新能源汽车。 "黄金平替"，单日大跌6%！ 今年的上 ...

【文/观察者网 潘昱辰 编辑/高莘】日前，东风汽车集团股份有限公司披露公告称，已与日产（中国） 投资有限公司签订合资合同，双方同意成立合资公司，共同从事汽车出口业务。 根据合同，新合资公司的注册资本为人民币10亿元，日产中国出资60%，东风汽车出资40%，合资合同 期限为28年。 东风汽车与日产中国签订合约成立出口合资公司 东风汽车 东风汽车表示，双方将合作向协商一致的海外市场出口汽车、零部件及配件，合资公司的成立将使双方 于汽车出口业务发挥其财务资源及供应链能力。 知情人士对观察者网表示，目前双方正在推进新合资公司设立，仍需要经过必要的监管审批，目前尚未 有详细的时间表，更具体的信息需等待进一步的官方公告。 近年来，日产汽车业绩持续低迷，2024财年（2024年4月-2025年3月）净亏损高达45亿美元（约合人民 币322.5亿元）。在中国市场，2024年日产的销量为69.7万辆，同比下降12%。 由于产能过剩，去年6月，东风日产关闭了位于江苏常州的工厂，这也是日产首次在中国关闭整车工 厂，距其投产尚不足4年。 与此同时，东风日产发布了面向未来三年的"新奋斗100"行动计划。根据行动计划，到2026年底前， ...

Core Insights - Joint venture automakers are striving to regain dominance in the electric vehicle (EV) market by establishing new labels such as "restructuring" and "integration" [1][2] - The shift in strategy includes delegating decision-making power to local teams, which has led to improved product development and market responsiveness [2][3] - Despite some initial successes, the long-term sustainability of these changes is uncertain due to evolving consumer preferences and competitive pressures [5][7] Restructuring and Integration - The concept of "restructuring" is exemplified by companies like FAW Toyota and Dongfeng Honda, which are redefining their brand identities and product offerings to better align with consumer expectations [1][2] - "Integration" is highlighted by the emphasis on "Chinese definitions" in vehicle design, showcasing local engineers' contributions to global vehicle standards [1][2] Power Delegation - The delegation of authority to local teams has allowed joint venture brands to better understand and respond to local market demands, resulting in the launch of competitive EV models [2][3] - This shift marks a significant change from previous practices where foreign partners dominated product decisions, leading to a lack of competitiveness in the Chinese market [2] Market Performance - Some joint venture brands have seen positive market performance with their new EV models, such as Dongfeng Nissan's N7, which has gained traction due to its appealing features and competitive pricing [3] - The expansion of product lines to include various types of electric vehicles has also contributed to improved market positioning [3] Challenges Ahead - Despite recent progress, joint venture brands face challenges in maintaining their market share due to a late response to changing consumer preferences and reliance on outdated marketing strategies [5][6] - The traditional advantages of joint venture brands, such as reliability and fuel efficiency, are becoming less relevant in the EV market, necessitating a reevaluation of brand value propositions [7] Opportunities for Improvement - Industry experts suggest that joint venture brands can still capitalize on their strong customer base and brand image by enhancing localization and innovation in product development [8][9] - Focusing on high-end models that incorporate advanced technologies could provide a competitive edge, especially if these products are offered at more accessible price points [8][10]

德国，作为全球汽车工业的重要发源地，其领先的汽车制造商如今正深陷一场前所未有的严峻危机。 一方面，中国竞争对手正以猛烈之势发起冲击。近年来，中国汽车产业在电动化、智能化领域发展迅猛，众多中国车企凭借先进的技术、创新的设计以及 极具竞争力的价格，不仅在国内市场占据了大量份额，还积极拓展海外市场。 另一方面，美国前总统特朗普实施的关税壁垒，给德国汽车制造商的出口业务带来了沉重打击。高额的关税使得德国汽车在美国市场的价格优势丧失，销 量大幅下滑，企业利润受到严重挤压。 此外，欧洲市场对纯电动车摇摆不定的需求，也让德国汽车制造商的转型之路充满不确定性。尽管欧洲各国大力推动电动化进程，但消费者对纯电动车的 接受程度仍受充电设施不完善、续航里程焦虑等因素影响，需求时高时低。 近期关于德国汽车制造商的新闻报道基调黯淡，便是这一系列危机的直观体现： - 4月，梅赛德斯-奔驰以"美国进口关税引发市场波动"为由撤回全年预测。 - 保时捷因第一季度利润率下滑调降盈利预期。 - 奥迪3月宣布2029年前裁撤德国工厂7500个岗位以节省11亿欧元开支。 - 此前，奥迪母公司大众集团更计划2030年前在德裁员3.5万人实施激进改革。 面 ...

自燃油时代起，受众广泛的15万元级别主流市场就是车企必争之地，东风日产轩逸正是其中的佼佼 者，常年位居A级车市场销量前列，是当之无愧的"国民车"。 进入电动化时代，东风日产在优势领域再接再厉，其电动化"王炸"车型——东风日产N7于4月27日 正式上市，并于5月15日正式开启交付。 在燃油时代，打造15万元级精品、热销产品，对于东风日产也许是驾轻就熟。而进入电动化时代， 15万级电动化市场的竞争激烈程度已不可同日而语，中国品牌全面崛起、新玩家不断涌现、消费者"既 要又要"…… 东风日产N7是否依旧有脱颖而出的实力呢？答案是肯定的，在东风日产N7上，日产始终引以为傲 的"大沙发"又再进化，甚至配齐了"四件套"；全新NISSAN OS超级车机系统、一段式端到端组合辅助驾 驶能力，则让东风日产N7一举撕下了"合资车型智能化水平落后"的标签；再加上丰富可选的车型配 置，以及不断放出的购车权益，让东风日产N7一经推出就成为15万级纯电市场的"搅局者"，上市18天 大定破万辆、上市35天累计大定 17215 辆，足以证明它的火爆。 东风日产N7能引发如此热烈的追捧，离不开对中国消费者需求的深刻洞察、对产品创新技术和品 质的 ...

2025.06. 03 本文字数：2013，阅读时长大约4分钟 作者 | 第 一财经 黄琳 深蓝"广告门"事件在网上持续发酵。 对此，日前，深蓝汽车法务部发文称，发现近期网络上出现一些不实信息，涉及车机系统开屏权益提 醒事件和APP端隐私政策更新事件。 具体来看，深蓝汽车否认"深蓝汽车在行驶过程中推送广告严重影响安全""推送的广告信息无法自主 关闭，必须观看五秒以上"等内容的真实性，也否认"恶意更新深蓝汽车APP隐私政策等协议""强制 用户接受车机推送广告"等情况。 深蓝汽车表示，此次车机系统开屏权益提醒是在车辆处于P挡时方可弹出，且优先级为最低，用户可 自主点击关闭或在任意操作车辆时主动退出，不会在车辆行驶中弹出，更不会遮挡导航、倒车影像等 驾驶信息，且在车辆行驶过程中无法推送权益信息。同时，此次深蓝汽车APP端隐私政策的调整是 应有关部门要求，对隐私政策中涉及的第三方SDK内容进行调整，核心目的是强化用户隐私保护， 不涉及任何其他内容更改。 5月底，社交平台多名深蓝汽车车主称，在未经车主许可下，深蓝汽车擅自在车机大屏幕推送广告， 广告内容为"感恩回馈，向首任车主发放1万元S09专属购车券。"此举引发部分车 ...

5月15日，东风日产N7上海交车仪式现场，豪华车主驾车前来提新车的现象引发热议。 "试驾时发现N7的AI座椅、智能座舱、全景天幕这些配置和豪华车体验不相上下。"一位豪华车车主在交车仪式现场谈到了自己置换的 原因。 14万元级别的纯电轿车，如何做到与豪车体验不相上下？ 回答这一问题，无疑离不开对市场的深度洞察和产品力的精准突破。作为东风日产新能源技术架构"天演"架构所推出的首款重磅车 型，东风日产N7是为中国家庭用户量身打造的诚意之作。在新能源车市场竞争白热化的当下，N7实现"豪华车级舒适+新势力级智 能"的越级体验，不仅重新定义了中高端纯电轿车的价值标准，更成为年轻家庭与精致生活家庭的优选。数据就是最好的证明，截至5 月15日，N7以18天的时间实现大定用户破万，打破合资纯电车型的达成纪录。 越级产品力舒适性成为新能源时代的"稀缺资源" 在纯电市场同质化严重的今天，行业陷入"续航内卷"与"配置竞赛"，用户真正稀缺的恰恰是燃油车时代已被验证的"舒适性"与"品质确 定性"。 因此，东风日产N7敏锐捕捉这一需求缺口，以"超舒适"为差异化标签，构建了从设计到体验的完整价值链条。 从设计来看，N7的设计理念荣获德国红点 ...

Core Insights - The 2025 24th Qingdao International Auto Show successfully concluded with 390,000 attendees, over 12,500 orders, and a transaction volume exceeding 2.2 billion yuan, showcasing significant consumer engagement and sales potential [1][7] Group 1: Event Overview - The auto show featured over 90 global automotive brands and nearly 1,000 vehicle models, with more than 60% of the exhibition dedicated to new energy vehicles [2] - The event utilized a total exhibition area of 60,000 square meters, including five indoor halls and outdoor spaces, highlighting the scale and significance of the show [2] - The show was organized by "Jialubo," which has been hosting the event since 2002, making it the largest and most influential auto exhibition in Shandong Province [3] Group 2: Consumer Engagement and Sales - The event saw a significant boost in automotive consumption, with policies like vehicle trade-in leading to approximately 5.213 billion yuan in sales and 35,700 vehicles traded in [4] - The exhibition's success was attributed to favorable policies, including purchase subsidies of up to 20,000 yuan, which stimulated consumer demand [4] - The auto show maintained a strong brand presence, with major companies like BYD, Great Wall Motors, and Changan showcasing their latest models and innovations [2][4] Group 3: Industry Trends and Innovations - The integration of smart technology and electric vehicles is reshaping the automotive landscape, with companies showcasing advanced features such as intelligent humanoid robots and robotic dogs at the event [3][6] - China leads the global electric vehicle market with a 45.5% share, reflecting the country's resilience and innovation in the automotive sector [6] - The event highlighted the ongoing transformation in consumer behavior and industry dynamics, driven by the convergence of new energy and smart technologies [6]

Core Insights - The 2025 Qingdao International Auto Show, themed "Moving Upward, Leading the Future," showcases over 90 global automotive brands and nearly 1,000 models, with more than 60% being new energy vehicles, reflecting the industry's shift towards electrification and smart technology [1][3][9] Industry Trends - The integration of new energy and smart technology is reshaping product forms, consumption patterns, and industry structures, with significant representation from brands like BYD, NIO, and XPeng, marking a notable increase in the scale of new energy vehicle displays [3][4] - The event features 24 press conferences on the opening day, highlighting new models and strategic releases from various brands, indicating a competitive landscape focused on innovation and market presence [3][4] Technological Innovations - The exhibition emphasizes smart technology not only in vehicles but also through AI robots and interactive experiences, enhancing visitor engagement and showcasing advancements in automotive technology [7][9] - Major automakers, including BMW, Mercedes-Benz, and Volkswagen, present multiple electric and hybrid models equipped with advanced driver assistance systems, reflecting the industry's commitment to innovation [5][9] Policy and Market Dynamics - Qingdao's "old-for-new" vehicle replacement policy, combined with first-time car purchase subsidies, has stimulated significant automotive consumption, with reported figures of approximately 5.213 billion yuan in sales and 35,700 vehicles traded in under the program [10] - The ongoing exemption of purchase tax for new energy vehicles until December 31, 2025, further incentivizes consumer adoption, with additional discounts leading to comprehensive savings exceeding 40,000 yuan for certain models [10] Regional Impact - The Qingdao International Auto Show serves as a critical engine for regional consumption and a reflection of China's automotive market transformation, driven by local policy initiatives and national strategic frameworks [9][10] - The event reinforces Qingdao's status as one of China's top five auto shows, showcasing the city's innovative capabilities in artificial intelligence and its role in the automotive industry's evolution [9][11]