2026.01. 09 本文字数：973，阅读时长大约1.5分钟 作者 | 第一财经 葛慧 2025年被称为"反内卷"之年，但年末车市依旧溅起了价格战的"浪花"。 乘联分会秘书长崔东树提供的最新数据显示，2025年12月，新能源车降价车型均价为13.6万元，平 均降价2万元，降幅高达14.7%。 受新能源车降价拖累，12月份总体乘用车市场新车降价车型均价12.4万元的降价力度算术平均达到 1.5万元，降幅达12.4%。 从全年角度看，1~12月份，新能源车新车降价车型均价19.5万元的降价力度算术平均达到2.1万元， 降幅达11%。 第一财经对比2020~2025年数据发现，2025年新能源车新车的降价力度创下了近3年的新高，仅好于 2022年的13.8%。 | | 乘用车新车降价的综 | 2020年 | 2021年 | 2022年 | 2023年 | 2024年 | | 2025年 | 2025年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 合降价 | | | | | 汇总 | 11月 | 12月 | 汇总 | | ...

2025年被称为"反内卷"之年，但年末车市依旧溅起了价格战的"浪花"。 乘联分会秘书长崔东树提供的最新数据显示，2025年12月，新能源车降价车型均价为13.6万元，平均降价2万元，降幅高达14.7%。 乘联分会数据显示，丰田bZ3纯电动新车当月新车指导价10.98万元，较近两年最高指导价16.98万元直降6万元，降幅高达35%。进一步细看，这款车的"限 时焕新价"下探到了9.38万元。 丰田bZ3由丰田、比亚迪和一汽丰田三方联合研发，并于2023年3月正式上市。 懂车帝援引的乘联会数据显示，该车型2025年1~11月总销量不足2万辆，较去年同期下滑，其中6个月销量低于2000辆，10月旺季仅售出852辆，排名第49 位。 近年来，汽车行业持续面临价格战与利润率的双重压力，2025年"增收不增利"的挑战进一步加剧。 乘联分会的最新数据显示，2025年1~11月的汽车行业收入100223亿元，同比增8.1%；成本88405亿元，增9%；利润4403亿元，同比增7.5%；汽车行业利 润率4.4%，相对于下游工业企业利润率6%的平均水平，汽车行业仍偏低。 受新能源车降价拖累，12月份总体乘用车市场新车降价车型均价1 ...

第一财经对比2020~2025年数据发现，2025年新能源车新车的降价力度创下了近3年的新高，仅好于2022年的13.8%。 2025年被称为"反内卷"之年，但年末车市依旧溅起了价格战的"浪花"。 乘联分会秘书长崔东树提供的最新数据显示，2025年12月，新能源车降价车型均价为13.6万元，平均降价2万元，降幅高达14.7%。 受新能源车降价拖累，12月份总体乘用车市场新车降价车型均价12.4万元的降价力度算术平均达到1.5万元，降幅达12.4%。 从全年角度看，1~12月份，新能源车新车降价车型均价19.5万元的降价力度算术平均达到2.1万元，降幅达11%。 | | 乘用车新车降价的综 | 2020年 | 2021年 | 2022年 | 2023年 | 2024年 | 2025年 | | 2025年 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 合降价 | | | | | 汇总 | 11月 | 12月 | 汇总 | | 新能 | 新车降价车型均价 | 15.4 | 23.0 | 21.0 | 21.5 | 18.8 | ...

Core Viewpoint - The article discusses the evolution and challenges of hidden door handles in the automotive industry, highlighting their aesthetic appeal and the associated safety concerns that have led to regulatory scrutiny [3][4][5]. Group 1: Product Innovation and Market Trends - Hidden door handles were initially designed for aesthetics and aerodynamics, becoming more common in mainstream vehicles due to technological advancements and cost reductions [4][5]. - Tesla played a significant role in popularizing hidden door handles with the Model S, which integrated this design to enhance the vehicle's technological appeal and performance [5][6]. - The adoption of hidden door handles has increased, with approximately 60% of the top 100 new energy vehicles in China featuring this design [15]. Group 2: Safety and Regulatory Concerns - Recent issues with hidden door handles include problems such as hand pinching, freezing in winter, and sensor failures, prompting regulatory bodies to intervene [5][6]. - The Ministry of Industry and Information Technology in China proposed new safety standards for automotive door handles, addressing concerns about strength, control logic risks, and emergency escape scenarios [6][15]. - The complexity of hidden door handles increases the potential for failure, especially in emergency situations where traditional mechanical systems may be more reliable [13][15]. Group 3: Cost and Engineering Challenges - The implementation of hidden door handles significantly increases vehicle weight and costs, with estimates suggesting a 7-8 kg increase and BOM costs that can be 4-7 times higher than traditional systems [14][15]. - Some manufacturers are adopting hybrid designs, such as semi-hidden handles, to balance aesthetics and functionality while mitigating risks associated with fully electronic systems [14][15]. - The lack of unified industry standards for hidden door handles raises concerns about safety and reliability, as different manufacturers may have varying levels of quality and emergency features [16][17]. Group 4: Future Developments and Innovations - Suppliers are developing safer hidden door handle solutions, including mechanical systems that do not rely on electrical power, ensuring functionality in emergencies [20][21]. - The automotive industry is urged to prioritize safety and quality over cost-cutting measures, as the current trend of focusing on price may lead to increased risks in product reliability [27].

Core Viewpoint - The article discusses the evolution and challenges of hidden door handles in the automotive industry, highlighting their aesthetic appeal versus practical safety concerns and regulatory scrutiny [2][3][11]. Summary by Sections Evolution of Hidden Door Handles - Initially designed for aesthetics and aerodynamics, hidden door handles became more common in mainstream vehicles due to technological advancements and cost reductions [2]. - Tesla's Model S was the first electric vehicle to feature hidden door handles, which contributed to its success and established a design trend in the EV market [2]. Technical Challenges and Regulatory Response - Hidden door handles have faced issues such as hand pinching, freezing in winter, and sensor failures, leading to safety concerns [3]. - The Ministry of Industry and Information Technology in China proposed new safety standards for automotive door handles, addressing risks related to strength, control logic, and emergency escape [3][11]. Performance vs. Complexity - The aerodynamic benefits of hidden door handles are minimal, with improvements in drag coefficient only between 0.001 to 0.002 Cd, translating to a mere 1 to 3 kilometers of range increase [4]. - The complexity and cost of hidden door handles are significantly higher than traditional designs, raising questions about their overall value [4][12]. Design Variants and Safety Considerations - Hidden door handles can be categorized into fully hidden and semi-hidden types, with varying mechanisms for operation [5][7]. - The reliance on electronic systems increases potential failure points, especially in emergency situations where mechanical backup is crucial [7][11]. Market Adoption and Consumer Perception - Approximately 60% of the top 100 electric vehicle models in China feature hidden door handles, indicating a growing trend despite safety concerns [11]. - Some manufacturers adopt a hybrid approach, combining hidden designs with traditional mechanical features to balance aesthetics and safety [10][12]. Future Developments and Innovations - Suppliers are exploring safer hidden door handle solutions, such as mechanical self-triggering mechanisms that do not rely on electrical power [17][18]. - The automotive industry is urged to prioritize safety and functionality over cost-cutting measures, reflecting a need for a shift in design philosophy [24].

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is initiating a revision of the national standard for automotive door handles due to safety concerns associated with hidden door handles widely used in electric vehicles. The proposed standards aim to enhance safety features, ensuring that door systems can be opened in emergencies such as power failure or collisions [1][4][17]. Group 1: Safety Concerns - Hidden door handles have been linked to various safety issues, including insufficient strength, potential control logic risks, and difficulties in operation due to lack of visible markings, which can hinder escape during emergencies [4][9][16]. - Incidents have occurred where hidden door handles contributed to rescue difficulties, such as a serious accident involving a Wanjie M7 Plus, where the door handle failed to operate after a high-speed collision, complicating rescue efforts [4][5][6]. - The MIIT's proposed standards will include requirements for mechanical or power failure protection to ensure door systems remain operable during accidents, thereby facilitating rescue and escape [8][9][17]. Group 2: Industry Response - The automotive industry is recognizing the need to shift from a focus on aesthetic and technological appeal of hidden door handles to prioritizing safety. Companies like BYD and Great Wall Motors are actively participating in the development of safety standards [16][17]. - There have been calls from industry leaders to improve the design of hidden door handles to enhance usability in various conditions, including extreme weather [16][17]. - The trend towards hidden door handles has been driven by their sleek design and perceived technological advantages, but the recent focus on safety may lead to a reevaluation of their design priorities [10][11][14].