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新车吸引“尝新”消费者,补贴政策驱动消费升温
Xin Jing Bao· 2025-10-06 11:48
为迎接"银十"销售旺季,汽车市场刚刚迎来一波密集的新车投放,从新能源到燃油、从经济型到豪华级,几乎是 全品类。 在山东济南的一家比亚迪(002594)4S店内,刚上市的新车第二代秦PLUS被放在展厅中央区域。10月4日傍晚, 不时有前来看车咨询、洽谈购车的消费者。当晚8时左右,虽早已过了平日的下班时间,门店内依然灯火通明,仍 有顾客在看车,与销售人员详细沟通续航、智能化配置、价格等细节,并时不时与其他品牌的新车进行直观对 比。 商场内汽车品牌门店内同样人气高涨。华为门店内,享界S9、问界M9等新车依次排开,吸引不同需求的顾客:有 家长带着孩子坐进车内,感受座舱的空间与舒适度;也有年轻消费者专注于屏幕,沉浸式体验车辆智能化功能。 享界S9T等新车被摆在门店显眼位置。新京报贝壳财经记者 张冰 摄 在济南一家蔚来门店,9月20日上市的全新ES8和购车权益、新车置换政策被放在了入口正对的显眼位置。"根据 具体车型、车况和实际评估情况,奔驰、宝马、奥迪车型可零成本置换蔚来。"一位工作人员称,以一辆使用3年 的宝马3系或奔驰C级为例,旧车残值大概与新ET5T售价差不多,相当于可零成本换蔚来新ET5T,且用车成本更 低。" ...
不造车的华为,手握100万辆车的销售命脉
21世纪经济报道· 2025-09-25 03:04
Core Viewpoint - Huawei has transitioned from a technology provider to a significant player in the automotive industry, establishing a comprehensive sales and service network while maintaining control over its brand and operations [7][28][30]. Group 1: Huawei's Automotive Strategy - Huawei's automotive business has evolved from initial skepticism to becoming a key partner for various car manufacturers, now collaborating with eight major state-owned car companies [7][8]. - The company has developed a structured sales model called "Hongmeng Zhixing," which integrates sales, delivery, and service functions under a unified management system [14][22]. - The sales strategy has shifted from a dual-channel approach to a more centralized model, allowing Huawei to exert greater control over the customer experience and operational standards [12][14][17]. Group 2: Sales and Distribution Channels - The establishment of "Hongmeng Zhixing" user centers has allowed Huawei to rapidly expand its service network by converting existing luxury brand showrooms into its own centers [18][19]. - Different types of stores, such as direct stores, authorized experience stores, and user centers, have been created to cater to various sales and service needs [21][22]. - The sales process emphasizes a standardized approach, with strict adherence to Huawei's operational guidelines to ensure a consistent customer experience across all locations [24][25]. Group 3: Product Development and Market Positioning - Huawei's product development strategy is heavily influenced by user feedback, allowing it to create vehicles that resonate with consumer needs, particularly in the high-end market [26][30]. - The company aims to position itself as a "super supplier" rather than a traditional car manufacturer, focusing on providing comprehensive solutions for smart vehicles [30][32]. - Huawei's approach to automotive sales reflects its broader strategy of leveraging its technological expertise while avoiding the pitfalls of direct vehicle manufacturing [28][32].
手握100万辆车销售命脉:华为不造车,如何卖好车?
Core Insights - Huawei has established a significant presence in the automotive industry, evolving from a cautious entry to becoming a key player with a comprehensive sales and service model [3][26][30] - The company has developed a standardized operational methodology for its automotive sales, ensuring a consistent customer experience across various channels [25][21] - Huawei's strategy has shifted towards a more integrated approach, consolidating control over sales, delivery, and service processes within its automotive ecosystem [10][12][11] Group 1: Sales and Distribution Strategy - Huawei's automotive sales model has transitioned from a fragmented approach to a more unified system, with the establishment of the "Hongmeng Intelligent Travel" user centers [11][12] - The company has implemented a detailed and standardized operational framework for its dealerships, including specific guidelines for store layout, staff training, and customer interaction [22][23] - The sales channels have evolved to include various types of stores, such as direct sales stores, authorized experience stores, and user centers, each with distinct functions [19][18] Group 2: Market Position and Partnerships - Huawei has expanded its partnerships with multiple domestic and international automotive manufacturers, significantly increasing its influence in the market [2][26] - The company has successfully penetrated the market with over 930,000 vehicles equipped with its technology, showcasing its growing footprint in the automotive sector [2] - The shift in Huawei's role from a technology provider to a brand co-builder indicates a strategic move to deepen its involvement in the automotive industry [26][30] Group 3: Challenges and Adaptations - Early challenges in the automotive sales process highlighted the complexities of managing sales and service across different entities, leading to a reevaluation of its operational model [9][10] - The company has faced pressure to maintain customer satisfaction amid rapid sales growth, necessitating the establishment of additional service points and user centers [16][17] - Huawei's approach to automotive sales reflects a broader trend of adapting to market feedback and continuously iterating on its business model to optimize performance [20][32]
小米召回11万辆SU7标准版,二手小米SU7也卖不动了
3 6 Ke· 2025-09-19 08:13
Core Points - Xiaomi Automotive Technology Co., Ltd. has initiated a recall of 116,887 units of the SU7 standard version electric vehicles due to safety concerns related to the L2 highway navigation assistance feature [1][3] - The recall affects specific models produced between February 6, 2024, and August 30, 2025, with a total of 98,462 units of the XMA7000MBEVR2 and XMA7000MBEVR2 models, and 18,425 units of the BJ7000MBEVR2 model [1] - The company plans to address the safety issues through over-the-air (OTA) software updates and will notify affected vehicle owners via SMS and mobile apps [3] Market Impact - The initial success of the Xiaomi SU7 Ultra, which had a starting price of nearly 530,000 yuan and achieved 10,000 orders in three days, has shifted dramatically, with the second-hand market now reflecting a significant decline in demand [3][4] - Reports indicate that the resale value of the SU7 has dropped, with some vehicles losing up to 100,000 yuan in value within six months of purchase [4][6] - The second-hand market for the SU7 has become increasingly challenging, with dealers expressing reluctance to purchase due to fears of further depreciation [9][11] Consumer Sentiment - Consumers are exhibiting a growing sense of caution, with many preferring to wait for better deals or alternative options, particularly in light of the recent launch of the new YU7 model [12][15] - Concerns regarding the resale value and warranty transferability are influencing consumer decisions, as potential buyers question the continuity of benefits associated with the first owner [17] - The overall sentiment in the second-hand market reflects a stark contrast to the initial hype surrounding the SU7 series, highlighting the volatility of the electric vehicle market [6][12] Competitive Landscape - The competitive environment for electric vehicles is intensifying, particularly in the 300,000 yuan price segment, with competitors like Tesla and Hongmeng Intelligent posing significant challenges to Xiaomi's market position [13][15] - The introduction of new models by Xiaomi, such as the YU7, is further compressing the market space for the SU7 series, leading to increased consumer hesitation [15][17] - The overall market dynamics are shifting, with a focus on maintaining competitive pricing and ensuring consumer confidence in vehicle value retention [12][13]
30.98万起,享界S9T上市!余承东:这个价格诚意满满!鸿蒙智行第一款旅行车,累计小订已突破4万台
Mei Ri Jing Ji Xin Wen· 2025-09-16 15:28
每经记者|孙磊 每经编辑|陈柯名 余婷婷 9月16日晚,享界S9T迎来上市。该车不仅是享界品牌的第二款新车,同时也是鸿蒙智行的首款旅行车,共推出涉及增程和纯电两种动力形式四款车型, 售价区间为30.98万至36.98万元,较预售价下调了1.82万元,与享界S9(30.98万至44.98万元)的起售价相同。 | Max | UIt | | --- | --- | | 30.98万元 | 34. | | 智能后驱 | 智能 | | 37度电池 | 53.4 | | 251km纯电续航 | 354k | 根据官方信息,新车延续了鸿蒙智行旗舰车型的配置,搭载华为乾崑智驾HUAWEI ADS 4、全系满配空气悬架、连续可变阻尼减震器CDC和华为途灵平 台3.0等技术,并首次使用了今年7月发布的享界品牌LOGO——"寰宇之星"车标。 | Max | Ultra | | --- | --- | | 32.98万元 | 36.9 | | 智能后驱 | 智能四 | 图片来源:享界S9T新品发布会 图片来源:享界S9T新品发布会 "其实旅行车在国外很流行,但是国内的旅行车售价较高。就旅行车产品而言,它的空间非常实用,上下车和轿车 ...
华为、北汽深化合作后推新车!鸿蒙智行首款旅行车享界S9T 30.98万元起售 余承东:这个价格诚意满满
Mei Ri Jing Ji Xin Wen· 2025-09-16 13:33
Core Insights - The launch of the Xiangjie S9T marks the second vehicle for the Xiangjie brand and the first travel car for Hongmeng Zhixing, with a price range of 309,800 to 369,800 yuan, reflecting a price reduction of 18,200 yuan from the pre-sale price [2] - The S9T aims to tap into the niche market of electric travel cars in China, which has not been fully explored, as the demand for SUVs and sedans remains dominant [4][6] - Huawei and BAIC have deepened their collaboration, planning to invest 20 billion yuan over three years to enhance technology in design, intelligent driving, and safety, indicating a strategic shift towards a more integrated approach in the automotive sector [7][8] Product Details - The S9T features advanced technologies such as Huawei's ADS 4, full air suspension, and the Tuling platform 3.0, maintaining the design specifications of the S9 [2][4] - The vehicle emphasizes a different product focus compared to the S9, prioritizing driving experience and versatility over rear passenger comfort [4] Market Performance - The sales performance of the Xiangjie brand has been inconsistent, with a significant increase in June but a drop in July and August, highlighting the need for the S9T to boost overall brand sales [5] - Despite the potential for increased sales from the S9T, the travel car segment in China remains small, and consumer preferences lean heavily towards sedans and SUVs [6] Strategic Collaboration - The partnership between Huawei and BAIC aims to create a dedicated team for the Xiangjie brand, focusing on a full-cycle collaboration from design to sales [7] - Future product plans include a B+ class SUV, which is expected to have better sales potential compared to the travel car segment [8]
长城证券-北汽蓝谷-600733-两极向上:享界渐入佳境、极狐破局在即-250911
Xin Lang Cai Jing· 2025-09-11 21:05
华为赋能:享界品牌渐入佳境 依托华为生态赋能,鸿蒙智行已构建起高端智能新能源的产品标签,在售"四界"在各自细分市场均具备较强的产品力与销量表现。公司与华为首款合作车型享界S9自增程版上市后销量迈入300 自主向上:极狐品牌产品定义+定价精进,破局在即 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 公司极狐品牌已实现"轿车+SUV+MPV"的全面布局,2025年开始公司积极调整品牌定价策略,产品价格整体下沉覆盖主流大众消费市场。2025年下半年全新A0级纯电SUV极狐T1正式开启预售( 投资建议:公司极狐品牌产品周期开启,规模效应有望充分显现,极狐品牌扭亏可期,同时高盈利性的享界品牌开始稳定上量,公司两大品牌均边际向好。我们预计公司2025/2026/2027年营 风险提示:市场竞争加剧风险;成本控制风险;研发及生产进度滞后风险;与华为合作不及预期风险 ...
北汽蓝谷(600733):两极向上:享界渐入佳境、极狐破局在即
Great Wall Securities· 2025-09-11 13:28
Investment Rating - The report upgrades the investment rating to "Buy" for the company [4] Core Views - The company is expected to benefit from the product cycle of its ARCFOX brand, with a potential turnaround in profitability, while the high-margin Xiangjie brand is beginning to stabilize in volume [7] - The company anticipates revenues of 331 billion, 596 billion, and 820 billion for the years 2025, 2026, and 2027 respectively, with corresponding net profits of -44 billion, -17 billion, and 14 billion [7] Financial Summary - Revenue projections for 2023A to 2027E show significant growth, with 2023A at 14,319 million and expected to reach 81,962 million by 2027E, reflecting a growth rate of 50.5% in 2023 and 37.5% in 2027 [1] - The net profit is projected to improve from -5,400 million in 2023A to 1,388 million in 2027E, with a notable increase of 182.8% in 2027 [1] - The report indicates a P/S ratio of 1.4 for 2025, 0.8 for 2026, and 0.6 for 2027, suggesting a favorable valuation trend [7] Brand Development - The Xiangjie brand, in collaboration with Huawei, is gaining traction with the launch of the Xiangjie S9, which has achieved over 3,000 units in sales and aims to lead the market for new energy vehicles priced above 300,000 yuan by June 2025 [2] - The ARCFOX brand is expanding its product lineup with a focus on mainstream consumer markets, including the upcoming A0-class pure electric SUV, ARCFOX T1, priced starting at 68,800 yuan [3] Strategic Partnerships - The collaboration with Huawei has deepened over the years, leading to the successful launch of the Xiangjie S9, which has become a market leader in its segment [46] - The company is leveraging Huawei's advanced technology in smart driving and electric vehicle solutions to enhance its product offerings [21][30]
北汽集团2027年量产Robotaxi
Bei Jing Shang Bao· 2025-09-04 16:11
Core Viewpoint - Beijing Automotive Group (BAIC Group) is making significant advancements in key technology areas, aiming for small-scale demonstration operations of all-solid-state batteries by 2027 and planning to mass-produce Robotaxi models for commercial use in multiple cities [1][2]. Group 1: Technological Development - BAIC Group is focusing on both solid-state and semi-solid batteries, with plans to complete product development for semi-solid batteries by next year and to validate all-solid-state battery systems in vehicles by 2024 [1][3]. - The company is collaborating with Huawei to develop advanced driving assistance systems, with the first models equipped with Huawei ADS 4.0 expected to launch soon [2][3]. - BAIC Group is also developing a new generation skateboard platform to facilitate mass production of high-level intelligent vehicles [2]. Group 2: Market Performance - In the first half of the year, BAIC New Energy sold 67,200 vehicles, marking a nearly 140% year-on-year increase [3]. - The company has invested 2 billion yuan to establish a new energy vehicle testing center to ensure product performance stability [3]. - BAIC New Energy aims to achieve annual sales of 500,000 vehicles by 2027 [3]. Group 3: Research and Development Investment - From 2024 to 2030, BAIC Group plans to invest over 100 billion yuan in research and development, focusing on solid-state batteries, hydrogen energy, and autonomous driving technologies [3]. - The company has applied for approximately 39,000 patents, with over 40% being invention patents, and has received numerous awards for its core technologies [3]. Group 4: Industry Context - The current transition in the new energy vehicle industry is characterized by a shift from vehicle intelligence to energy system revolution, which is seen as a strategic focus for major automotive companies [4]. - BAIC Group's systematic technological innovation capabilities in battery and intelligent driving sectors are viewed as essential for its long-term development [4].
北汽集团:2027年全固态电池开启示范运营,商业化Robotaxi车型实现量产
Bei Jing Shang Bao· 2025-09-03 03:55
Core Viewpoint - Beijing Automotive Group (BAIC Group) is making significant advancements in the automotive industry, focusing on research and development, manufacturing, and smart technology, with clear goals set for the future [2][3]. Group 1: Technological Development - BAIC Group aims to initiate small-scale demonstration operations of solid-state batteries by 2027, with plans for commercial Robotaxi models to be mass-produced and launched in multiple cities [2]. - The company is pursuing two technological paths: semi-solid batteries, expected to complete product development by 2026, and solid-state battery systems, which will undergo vehicle validation by 2026 and enter demonstration operations in 2027 [2]. - The solid-state battery system is designed to offer superior safety, extended range, and rapid charging in low-temperature environments [2]. Group 2: Autonomous Driving and Smart Connectivity - BAIC Group has collaborated with Huawei to develop the Xiangjie S9 range-extended model, which features Huawei's ADS 3.0 driver assistance system, and plans to launch the Xiangjie S9T with ADS 4 [3]. - The company is testing a "driverless taxi" in partnership with Pony.ai, aiming for a fleet of over 1,000 vehicles by 2025, and currently leads the nation in the number of Robotaxi test vehicles on the road [3]. - A new generation skateboard platform is being developed to facilitate the mass production of advanced smart vehicles [3]. Group 3: Market Performance and Sales Goals - In the first half of the year, BAIC New Energy sold 67,200 vehicles, marking a year-on-year increase of nearly 140% [4]. - The company has invested 2 billion yuan in a new energy vehicle testing center to ensure product performance stability [4]. - BAIC New Energy aims to achieve annual sales of 500,000 vehicles by 2027 [4]. Group 4: Research and Development Investment - BAIC Group plans to invest over 100 billion yuan in research and development from 2024 to 2030, focusing on solid-state batteries, hydrogen energy, and autonomous driving [4]. - The company has filed approximately 39,000 patents, with over 40% being invention patents, and has received numerous awards for its core technologies [4][5]. - BAIC Group has participated in the formulation of over 300 national and industry standards, ensuring effective conversion of technological innovation into product advantages [5]. Group 5: Industry Context - The automotive industry is transitioning into a technological deep-water zone, with a shift from vehicle intelligence to energy system revolution becoming a strategic focus for major automakers [5]. - BAIC Group's systematic technological innovation capabilities in battery and smart driving sectors are seen as crucial for its long-term development [5].