Electrek认为，马斯克的这一说法是一个绝妙的营销口号。如果是在2023年，这毫无争议。Model Y当年 创造了历史，成为首款登顶全球销量榜首的电动汽车。为了纪念这一成就，Electrek将Model Y评 为"Electrek年度车型"。 马斯克称Model Y再度成为销售冠军 Model Y 凤凰网科技讯北京时间1月1日，特斯拉CEO埃隆.马斯克(Elon Musk)称，Model Y连续第三年成为全球销 售冠军。然而，美国汽车网站Electrek对此提出严重质疑，并认为Model Y销量很可能会降至第三。 马斯克在2025年行将结束时在X上放出利好消息，他祝贺了特斯拉团队，声称Model Y连续第三年成为 全球最畅销汽车。 根据多位独立分析师对今年前三季度的追踪数据，以及对特斯拉第四季度的疲软销售预测，Model Y很 可能已滑落至全球销量第三的位置。 数据显示，丰田RAV4正稳居榜首，其销量与2024年相比基本持平或略有增长。丰田卡罗拉的全球销量 也很可能已超越Model Y。与此同时，Model Y的全球销量预计将出现显著下滑，同比降幅预计在12%至 15%之间。 基于今年前三个季度的可用最可 ...

比亚迪车辆避撞专利公布，可提高避撞成功率 深蓝汽车完成61.22亿元C轮融资 12月25日，深蓝汽车宣布完成C轮融资。本轮增资由长安汽车、重庆渝富控股集团有限公司、招银金融 资产投资有限公司共同出资，资金总额达61.22亿元。 智己汽车发布内部信，12月首次实现全成本口径盈利 据新华财经，12月25日，智己汽车在成立五周年之际，发布致全体员工的内部信。内部信中指出，市场 表现上，智己汽车在2025年实现了季度销量连续环比增长，连续四个月销量突破万辆，并在12月实现了 公司"首次全成本口径盈利"。 天眼查App显示，近日，比亚迪股份有限公司申请的"车辆避撞的控制方法和控制装置、车辆及存储介 质"专利公布。摘要显示，所述车辆避撞的控制方法用于车辆，所述车辆避撞的控制方法包括在根据所 述车辆的感知信息确定所述车辆符合避撞条件的情况下，通过所述车辆的电机控制所述车辆的车轮进行 避撞。上述控制方法中，在车辆符合避撞条件的情况下，可以控制每个电机运行以对多个车轮进行扭矩 分配使车辆进行避撞操作，从而可以避免车辆来控制转动方向盘进行避撞操作，避免造成方向盘抢手的 问题，在一定程度上提高车辆避撞的成功率。 在宣布收购纳智捷一 ...

完整早报音频，请点击标题下方小耳机收听 【贾国龙首次发声：靠吃安眠药入睡】 西贝风波已经过去 100 天。近日，西贝创始人贾国龙接受媒体采访。贾国 龙接受采访时表示，这次风波对西贝影响比以往所有的经营危机量级都要大。他表示自己连续 40 天靠吃安眠药入 睡，每天有"处理不完的事"，憋了一肚子的心里话。采访中，他表达对这次风波的深刻反思。贾国龙表示当时不应 该选择硬刚，未来会耐心听每位顾客的意见。"我认错，向顾客认错，向员工认错，也向我自己认错"。（第一财 经） 【保时捷中国回应 "郑州中原保时捷中心疑似跑路"：正与警方和相关部门在现场核查事实】 针对"郑州中原保时捷 中心疑闭店'跑路'"一事，保时捷中国回应记者称，对于此次事件给各位车主及消费者带来的困扰与担忧致以最诚挚 的歉意，将积极推动事件妥善处理，将消费者合法权益放在首位。"我们高度关注保时捷授权经销商郑州中原保时 捷中心出现经营异常情况，目前与警方和相关部门正在现场核查事实。"近日，多位网友反映，郑州中原保时捷中 心"人去楼空"，涉及金额从数万元至数十万元不等。（财联社） 【京东发布 2025 年终奖 计划：采 销平均 25 薪，上不封顶】 从知情人士 ...

Core Viewpoint - The domestic market share of Chinese automotive brands has surpassed 70% in the first half of the year, marking a historical high, while Chinese brands like BYD and Geely have entered the global top ten car manufacturers. However, there is a critical question regarding whether these brands have developed truly global models that can withstand international market challenges and possess long-term viability [2][8]. Group 1: Global Model Characteristics - True global models prioritize universality over excessive configurations, as evidenced by successful models like the Toyota Corolla and Honda CR-V, which are known for their reliability and ease of maintenance rather than high-end features [3][5]. - The design of global models must consider diverse environmental conditions and road types, which often leads to simpler, more robust configurations that are less prone to failure in varying climates [3][7]. - The current trend among Chinese brands focuses on high-tech features, which may not resonate with international consumers who prioritize mechanical reliability and long-term cost of ownership [3][5]. Group 2: Maintenance and Repair Challenges - The maintenance and repair capabilities for electric vehicles in China are significantly lacking, with only 12% of automotive technicians trained in EV maintenance, leading to challenges in servicing these vehicles [5][11]. - The complexity of electric vehicles compared to traditional combustion engines creates additional barriers for repair, highlighting the need for designs that facilitate easier maintenance [5][11]. Group 3: Globalization Strategy - The approach to globalization among Chinese automotive brands often lacks a foundation of a true global model, leading to ineffective strategies in both emerging and high-end markets [7][8]. - Successful global models require extensive development cycles focused on adaptability to global needs, contrasting with the shorter development timelines of many Chinese brands that primarily cater to domestic demands [7][8]. Group 4: Future Directions - To create genuine global models, Chinese automotive companies must shift their focus back to the fundamental purpose of vehicles as transportation tools, emphasizing reliability and simplicity over complex features [10][11]. - Establishing a global supply chain and localizing R&D efforts are crucial for enhancing the adaptability of products to international markets, as demonstrated by companies like BYD and Great Wall Motors [11][12]. - The transition from a focus on volume to a focus on quality and brand reputation is essential for achieving true globalization in the automotive sector [10][12].

Core Insights - Tesla's Model Y has lost its title as the world's best-selling vehicle to Toyota's RAV4, which achieved a slight lead of 0.16% in 2024 sales [3] - The RAV4 sold approximately 1.187 million units in 2024, marking an 11% year-over-year increase, while Tesla's Model Y sold around 1.185 million units, reflecting a 3% decline [3] Group 1: Market Dynamics - The automotive market is experiencing a lifecycle shift, with Tesla's Model Y being over two years old, leading to a decline in consumer novelty and interest [6] - The rapid growth of the electric vehicle market has introduced strong competition from Chinese brands like BYD, Li Auto, and Xpeng, which offer innovative technologies and competitive pricing [8] Group 2: Brand Influence - Elon Musk's personal image and actions have negatively impacted Tesla's brand perception, particularly in key markets like Europe, where consumers prioritize corporate social responsibility and leadership values [9] - The need for Tesla to reassess its brand strategy and communication with consumers is critical to regain market position [11] Group 3: Future Opportunities - Tesla must accelerate the development of competitive new models and innovate in product design to meet diverse consumer demands [11] - Enhancing brand image and communication strategies is essential for Tesla to recover its market leadership [11]

Group 1 - Roma's headquarters in Shenzhen remains operational, with employees stating there has been no shutdown or layoffs, despite reports of internal notifications about halting production [3][20] - Employees have been temporarily reassigned to customer service roles to handle a surge in recall inquiries, indicating operational challenges within the company [3] - Roma's legal representative has changed twice within three days, suggesting potential instability in management [20] Group 2 - The hiring practices of a restaurant chain have sparked debate, with a requirement for a bachelor's degree for service staff, reflecting ongoing discussions about educational qualifications in the service industry [5] - Gree Electric's market director commented on the absence of its chairman, Dong Mingzhu, from a prominent list of influential businesswomen, emphasizing her contributions to the company's financial success [9] - Tesla has reduced the price of its Model 3 in Hong Kong, with discounts reaching up to 18%, indicating competitive pricing strategies in the electric vehicle market [22] Group 3 - Anker Innovations has announced a recall of over 700,000 power banks due to overheating issues, and is investing 20 million yuan to establish a battery lab and a team of experts to address these concerns [24][25] - Xiaomi's YU7 has received significant attention with reported orders of 200,000 units, showcasing strong market demand for the vehicle [25] - The global gaming industry is projected to generate $234 billion in revenue by 2025, with technology suppliers expected to account for over 30% of this market [42]

Group 1 - Geely Auto is entering the Italian market with plans to launch two SUV models in the fourth quarter, including the pure electric EX5 and a plug-in hybrid SUV [1] - Deep Blue Auto has officially entered the European market with the launch of the Deep Blue S07 in Norway, and plans to expand into Germany, the Netherlands, the UK, and other countries [1] - Toyota RAV4 is projected to become the best-selling vehicle globally in 2024, surpassing Tesla Model Y, with RAV4 sales reaching approximately 1.187 million units, an 11% increase year-on-year [1] - Xiaopeng Motors' CEO expressed confidence in achieving profitability in the fourth quarter, stating that the order data for Xiaomi YU7 is exaggerated but the G7 model is performing well [1] - Tesla has reduced the price of Model 3 in Hong Kong, with discounts up to 18%, aiming to increase electric vehicle adoption [1]

Group 1 - The core point of the article is that Toyota RAV4 has surpassed Tesla Model Y to become the best-selling vehicle globally in 2024, with a slight margin of 0.16% [1] - Toyota RAV4's global sales in 2024 are approximately 1.187 million units, representing an 11% year-on-year increase, while Tesla Model Y's sales are around 1.185 million units, showing a 3% decline [1] - The article highlights that 2024 is the last full sales year for the current RAV4 model before the launch of a refreshed version in early 2025 [1] Group 2 - Tesla Model 3 ranks ninth in global sales with 560,000 units sold, marking a 10% year-on-year increase, while BYD Qin ranks tenth, indicating three plug-in models in the global top ten [2] - The article discusses how Elon Musk's political involvement and donations to anti-EV parties have negatively impacted Tesla's brand perception and sales, leading to a decline in consumer favor [3][4] - Tesla faced its first consecutive quarterly delivery decline since its inception starting mid-2022, indicating a significant sales challenge for the company [4]

Core Viewpoint - The article emphasizes the importance of careful consideration before making large purchases, particularly in the context of consumer loans and the financial burden they can create [3][12]. Group 1: Personal Financial Decisions - A former colleague regrets purchasing two cars, spending a total of 700,000 yuan, which has become a financial burden due to decreased income and high depreciation rates [2]. - The colleague's current income is approximately 200,000 yuan per year, leading to increased pressure from loan repayments and impacting his investment mindset [2]. - The article suggests that large expenditures should be justified as necessities rather than for appearances, especially in a challenging economic environment [3]. Group 2: Consumer Behavior Insights - There is a trend of high-income families struggling with credit issues, indicating that financial management is not solely dependent on income levels [12]. - The article highlights a shift in consumer behavior where individuals prioritize image over financial prudence, leading to unnecessary debt [12][14]. - It discusses the notion that many people are willing to take on debt for luxury items, which can lead to long-term financial stress [3][12]. Group 3: Investment Mindset - The pressure of debt can lead to a short-term investment approach, where individuals focus on quick gains rather than long-term strategies [2]. - The article suggests that maintaining a balanced approach to spending and investing is crucial for financial health [16]. - It advocates for using investment profits for discretionary spending rather than relying on loans for large purchases [7].

Core Viewpoint - The tariff policy will act as a persistent structural variable, forcing the industry to transition towards a "multi-centered supply chain paradigm" [2][19]. Group 1: Tariff Policy Impact - The recent U.S.-China tariff agreement has temporarily alleviated short-term cost pressures, catalyzing growth in China's new energy component exports, particularly in technology-intensive products such as intelligent driving, lightweight materials, and high-pressure fast-charging modules [2]. - Major affected global automakers include Toyota, Hyundai, General Motors, Honda, and Nissan, while Chinese component manufacturers face relatively minor direct impacts [2][3]. Group 2: U.S. Automotive Market Trends - In 2024, U.S. automotive sales are projected to increase by 3% to 16.03 million units, with imports accounting for 50% of total sales, and Mexico being the largest source of imported vehicles at 18% [5][6]. - The number of vehicles imported from China is expected to surge by 55% to 116,000 units in 2024, although this still represents only 1.8% of China's total automotive exports [8]. Group 3: Import and Export Dynamics - The import value of vehicles from Mexico is projected to rise by 13% to $78.5 billion in 2024, while the import value from China remains significantly lower, ranking tenth [6]. - U.S. exports of vehicles to China are expected to decline by 22% to approximately 100,000 units, with Mercedes accounting for half of this volume [13]. Group 4: Component Trade - The U.S. maintains a steady import value of around $18 billion for components from China, while exports to China have been decreasing [15][17]. - In 2024, the leading markets for U.S. component exports are Mexico and Canada, with Mexico's market showing a 5% increase to $38.8 billion [16]. Group 5: Industry Response Strategies - The tariff impacts are driving the industry to adopt three typical response paths: price transmission, trade avoidance, and capacity restructuring, which may increase short-term supply chain volatility and market competition stratification [19]. - Companies are encouraged to establish a "tariff elasticity coefficient" monitoring system to dynamically assess policy impacts and incorporate geopolitical risks into strategic planning [19].