2025年，通用汽车在中国市场销售新能源车型近100万辆，占总销量一半以上。新能源车型销量及渗透率均创下历史新高，彰显了公司持续加 速的电动化进程。 通用汽车在中国市场实现了全年零售销量与市场份额的同比双增长。公司及其在华合资企业交付总量近190万辆，较2024年提升2.3%。作为通 用汽车在华增长的核心动力，新能源车型销量同比提升22.6%。 "这些积极成果得益于我们对产品卓越的不懈追求，以及在生产和库存方面采取的严谨有序举措。"通用汽车高级副总裁兼通用汽车中国公司总 裁罗煦（John Roth）表示，"依托速度优势和成熟能力体系，我们期待在新的一年提供更多深受全球顾客喜爱的产品。" 别克在中国高端 MPV 市场已连续二十多年保持领先，去年品牌MPV车型销量逾12万辆，同比增长23%。随着全新GL8陆上公务舱、GL8陆尚 以及至境世家于2025年相继上市，别克MPV家族已建立起横跨主流到豪华，兼顾燃油车与新能源车的市场布局。 别克昂科威和别克君越在第二季度分别迎来在中国第180万辆和第130万辆整车下线，全年销量分别同比跃升76.4%及增长逾一倍。 2025 年，凯迪拉克继续巩固其在豪华 SUV市场的影响力 ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 政策信息 8、《江西省深化提升"获得电力"服务水平 优化用电营商环境工作方案》: 鼓励供电 企业主动承建停放充电设施 9、宁夏石嘴山市大武口区电动汽车充电基础设施建设实施方案（征求意见稿）发布 10、《广东深圳坪山区新能源汽车充换电设施管理办法》印发 11、上海: 2026 年对消费者购买新能源汽车用于非营运的 免费发放专用牌照额度 15、上海市人民政府办公厅关于转发市发展改革委等五部门制订的《上海市鼓励购买和 使用新能源汽车实施办法》的通知 1、宁德时代:2026年钟电池将在换电、乘用车、商用车、储能等领域大规模应用 2、国家统计局：装备制造业利润带动作用明显 3、甘肃"十五五"规划建议:积极培育数字、绿色、智能等新型消费 4、鸿蒙智行智界汽车 12 月交付突破 10000 台 5、国务院国资委:加快传统产业转型升级 深化拓展"人工智能+"行动 6、1325 座换电站落成 宁德时代零碳新基建再提速 7、中国制造"十四五"成就展开幕 问界 M9 为唯一入选新能源汽车 8、太蓝新能源完成 B+轮融资 9、宁德时代旗下巧克力换电第 1000 座站落成 用时 1 年 ...

中汽协：2025年11月汽车整车出口81.8万辆，同比增长49.2% 1月4日，据中国汽车工业协会整理的海关总署数据显示，2025年11月，汽车整车出口81.8万辆，环比下 降1.2%，同比增长49.2%，出口金额达138.7亿美元，环比下降3.1%，同比增长53%。2025年1-11月，汽 车整车出口733.1万辆，同比增长25.7%；出口金额达1253.2亿美元，同比增长16.7%。 北汽蓝谷1月4日公告，公司子公司北京新能源汽车股份有限公司2025年12月份产量为35581辆，同比增 长208.84%；销量为35205辆，同比增长114.56%。2025年1-12月，公司累计产量为206284辆，同比增长 127.17%；累计销量为209576辆，同比增长84.06%。 2025年五菱宏光MINIEV销量435598辆 中汽协：2025年11月汽车整车进口4.3万辆，同比下降29.1% 1月4日，据中国汽车工业协会整理的海关总署数据显示，2025年11月，汽车整车进口4.3万辆，环比下 降1.8%，同比下降29.1%；进口金额19.2亿美元，环比下降3.8%，同比下降41.1%。2025年1-11月，汽 ...

人民财讯1月4日电，1月4日，据上汽通用五菱消息，2025年，五菱宏光MINIEV全年销量435598辆，累 计销量突破185万辆。 ...

Core Insights - The retail data for new energy vehicle sales from January to November 2025 indicates that domestic brands dominate the market, with the Geely Xingyuan leading the sales chart [1][4]. Group 1: Sales Performance - Geely Xingyuan achieved cumulative sales of 429,628 units, making it the best-selling new energy vehicle [4]. - Wuling Hongguang MINIEV ranked second with 406,234 units sold, appealing to young consumers with its affordable price [4]. - Tesla Model Y maintained its position in third place with 359,463 units sold, showcasing strong brand recognition and product strength despite fierce competition [4]. Group 2: Market Trends - The top 20 new energy vehicles sold in the first eleven months show a preference for models priced under 100,000 yuan, with 13 out of 20 vehicles falling into this category, representing 65% of the list [8]. - The report from Guotai Junan indicates that the production of new energy vehicles reached 1.88 million units in November, marking a 20% year-on-year increase, while the cumulative production for the year reached 14.907 million units, up 31.4% year-on-year [8].

Core Insights - The automotive market in November experienced a significant downturn, with many popular models facing substantial sales declines [1][5][6] - A total of 139 models saw a decrease in sales, with 17 models dropping over 3000 units [1] - The overall retail sales of passenger vehicles in November reached 2.225 million units, marking an 8.1% year-on-year decline, which is a notable increase from the 0.5% decline in October [5] Sales Performance - Changan Lumin faced the largest sales drop, selling 11,744 units, down 8,776 units from the previous month, a decrease of 43.7%, dropping from 12th to 53rd in rankings [1] - Leado L90's sales fell below 10,000 units for the first time, with 5,970 units sold, a 49.1% drop, and its ranking fell to 119 [1][8] - Deep Blue S07's sales plummeted from 8,761 to 3,819 units, a 56.4% decline, dropping to 169th place [1][8] - Xiaomi SU7's sales decreased to 12,520 units, down 48.7% from its peak of 24,410 units in July, marking four consecutive months of decline [5] Competitive Landscape - New energy vehicle models like Leap Motor C11 and C16 also saw sales declines, but the new model Lafa5 achieved 7,397 units in its launch month [5] - NIO's ES8 saw an increase in deliveries to 10,689 units, up 3,986 units from the previous month [5] - The market is expected to face even more intense competition in 2026 as the industry undergoes a significant shakeout [6]

Core Insights - The launch of the Aion UTsuper by JD.com, GAC Group, and CATL marks a significant entry into the low-priced electric vehicle market, with a starting price of 49,900 yuan, making it the only model in its price range that supports battery swapping [1][4] - The vehicle features a range of 500 km, rapid battery swapping in 99 seconds, and advanced technology from Huawei, positioning it as a strong competitor against traditional micro electric vehicles [1][2] Pricing Strategy - The Aion UTsuper offers a dual purchase model: a full purchase price of 89,900 yuan or a battery rental option starting at 49,900 yuan, potentially dropping to 45,400 yuan after subsidies [1][2] - This pricing strategy undercuts competitors like Wuling Hongguang MINIEV and Chery QQ Ice Cream, enhancing its market appeal [1][4] Market Reaction - The vehicle generated significant interest, with over 100,000 test drive appointments on its launch day, indicating strong consumer demand [1] - Consumer feedback highlights the attractiveness of the low price and the cost savings compared to traditional fuel vehicles, with a monthly battery rental fee of 399 yuan seen as acceptable [2] Industry Challenges - Despite the positive market response, there are concerns regarding the sustainability of the low-cost model, particularly the limited number of battery swapping stations (approximately 1,000 by mid-2025) and their concentration in first- and second-tier cities [3] - The long-term viability of the light asset model is questioned, as the automotive service chain requires extensive experience and resources for effective after-sales support [3][5] Competitive Landscape - The introduction of the Aion UTsuper could accelerate the shift towards a "low-cost battery swapping" model in the industry, challenging existing players like BYD and Wuling [4] - The current market for electric vehicles under 100,000 yuan accounts for 45% of total new energy vehicle sales, with most models offering a range of 300 km or less [4] Strategic Implications - JD.com's approach represents a new attempt at supply chain integration, focusing on user needs and channel consolidation rather than heavy asset manufacturing [5] - The competition in the electric vehicle sector is evolving from price and configuration to a comprehensive battle over service ecosystems and user experience [5]

Core Viewpoint - JD.com, in collaboration with GAC Group and CATL, has launched a new electric vehicle named Aion UT Super, targeting the budget-friendly segment of the market with a starting price of 49,900 yuan for a battery rental option and 89,900 yuan for outright purchase, aiming to attract consumers looking for cost-effective vehicles [2][4][19]. Pricing and Market Positioning - The Aion UT Super is priced at 49,900 yuan for the battery rental scheme and 89,900 yuan for outright purchase, with a minimum price of 85,900 yuan after subsidies [4][19]. - 83% of surveyed users expressed a desire for the vehicle to be priced below 100,000 yuan, indicating strong market demand for affordable electric vehicles [4][19]. - The vehicle's pricing positions it within the lowest price range in the domestic market, appealing to consumers seeking practical and economical options [7][19]. Product Features and Specifications - The Aion UT Super features a range of specifications, including a 500 km range powered by CATL's chocolate battery, a spacious interior with a wheelbase of 2750 mm, and a maximum power output of 100 kW [11][12][13]. - It includes advanced technology such as Huawei's cloud vehicle system, AI voice interaction, and comprehensive safety features like a 540-degree panoramic view [14][19]. Strategic Intent of JD.com - JD.com aims to leverage the Aion UT Super not just for vehicle sales but as a means to drive traffic and establish a comprehensive automotive ecosystem, focusing on various revenue streams beyond just selling cars [5][6][19]. - The company has established partnerships with multiple automakers, including BYD and Changan, to enhance its supply chain and after-sales services [6][23]. After-Sales and Service Network - JD.com has developed a robust after-sales service network, with over 3,000 service locations and partnerships with more than 40,000 service centers to support vehicle maintenance and care [28][29]. - The collaboration with GAC and CATL includes shared responsibilities for after-sales service and battery management, ensuring comprehensive support for consumers [16][19]. Long-Term Vision and Market Trends - JD.com's entry into the automotive sector aligns with its long-term vision of integrating online sales with after-market services, capitalizing on the growing potential of the automotive after-market, projected to reach 7.5 trillion yuan by 2024 [22][29]. - The company's strategy reflects a shift towards a more digital and service-oriented approach in the automotive industry, aiming to create a seamless experience for consumers from purchase to maintenance [27][31].

Core Viewpoint - The article discusses BYD's strategic entry into the Japanese automotive market, particularly focusing on the introduction of its electric K-Car, RACOO, which poses a challenge to local Japanese manufacturers and reflects the broader ambitions of Chinese automotive brands in global markets [4][6][10]. Group 1: Market Context - The Japanese automotive market has been dominated by local brands for nearly 50 years, making it a challenging environment for foreign entrants [11][12]. - The K-Car segment is particularly difficult to penetrate due to strict regulations and the high loyalty of Japanese consumers to domestic brands [16][17]. - In 2022, new car registrations in Japan reached a historical low, with only 2.922 million new passenger cars registered from January to September 2025, reflecting a stagnant market [14][16]. Group 2: BYD's Strategy - BYD aims to provide more choices for Japanese consumers rather than directly compete with local brands, as stated by its executives [8][10]. - The introduction of the RACOO K-Car is seen as a significant step for BYD in establishing a presence in Japan, which is considered a critical market for global brand recognition [10][32]. - The K-Car segment represents 32.3% of Japan's domestic passenger car sales, indicating a substantial market opportunity for BYD [25]. Group 3: Competitive Landscape - Japanese automakers, particularly Suzuki and Honda, have expressed varying degrees of concern regarding BYD's entry into the K-Car market, with Suzuki's CEO showing initial welcome but later signs of tension [7][9]. - The article highlights that despite BYD's efforts in marketing and establishing a presence, its sales in Japan have been slow, with only 2,223 units sold in 2024 [24]. Group 4: Product Development and Challenges - The RACOO K-Car is designed to leverage electric vehicle advantages, such as improved performance and cost efficiency, which are critical in a market where small cars dominate [28][29]. - BYD's challenge lies in meeting the specific demands of Japanese consumers, particularly in vehicle interior quality and overall product appeal [30]. - The article notes that while the K-Car market is shrinking, it remains a strategic focus for BYD to enhance brand recognition and trust among consumers [20][32].

Core Insights - The launch of the Aishang A100C, a new entry-level electric vehicle from Liuzhou Wuling New Energy Automobile Co., aims to capture a share of the A00 market but faces challenges due to brand recognition and competitive pricing issues [1][2] Group 1: Product Overview - The Aishang A100C is positioned as a dual-door, four-seat electric vehicle with a CLTC range of 220 km and supports both fast and slow charging [1] - The vehicle is priced between 39,800 yuan and 52,800 yuan, which does not offer a competitive advantage compared to similar models like Wuling Hongguang MINIEV and Changan Lumin, priced at 35,800 yuan and 35,900 yuan respectively [3] Group 2: Market Context - The A00 vehicle market is nearing saturation, with a shrinking market size as consumers increasingly prefer larger and better-equipped A- and B-class vehicles [2] - The timing of Aishang's entry into the A00 market is seen as a missed opportunity, as the growth potential is now limited despite some existing demand [2] Group 3: Production and Brand Challenges - The collaboration between Guangxi Automobile Group and Senyuan Automotive is primarily driven by the need for production qualifications, as Guangxi holds commercial vehicle qualifications but lacks passenger vehicle qualifications [2] - Concerns exist regarding the stability of Senyuan's production qualifications, production capacity, and quality control, which are critical for the Aishang A100C's future deliveries [3] - The low brand recognition and insufficient channel coverage raise doubts about the effectiveness of after-sales commitments made by Aishang, which plans to integrate its after-sales service into the Wuling system [3][4]