2025第二十三届广州国际汽车展览会近日在广交会展馆开幕。 作为中国车市年度收官的风向标和华南汽车产业集群的"主场阅兵台"，广汽、比亚迪等本土巨头以"包馆"之势展现自家实力，动作频频，热闹非凡。与之 形成对比的是，超10家车企的集体缺席与部分展位的门可罗雀，在热闹中撕开行业洗牌的裂口。 吴迪/摄 这种冷热交织的背后，是中国汽车市场从"规模扩张"向"价值竞争"转型的必然阵痛。 地处珠三角汽车产业带核心，这里聚集了广汽、比亚迪、小鹏等头部车企的研发总部与生产基地，汽车产业链配套企业同步布局，形成从核心零部件到整 车制造的完整生态。广东车展辐射的华南市场也是中国车市的核心板块之一。 因此，广州车展天然承载着"年度业绩冲刺"与"来年产品试水温"的双重使命，车企在此的产品布局、技术发布，或将直接影响年终销量收官与下一年度的 市场策略调整。 孙婉秋/摄 对于正处于"燃油向电动全面转轨"关键期的中国车市而言，本届广州车展的行业意义远超以往。2025年1—10月，国内新能源汽车销量达1294万辆，市场 渗透率为46.7%，意味着车市正向"新能源主导"加速迈步。 在此背景下，车展不再是单纯的产品展示，而是技术路线、产业生态的" ...

文 | 每人Auto 何欣欣 原雅坤 编辑 | 李欢欢 大车集体来袭 2025快要走到尾声，广州车展如期而至。 就像很多App都会发布"年终总结"，广州车展作为今年最后一个A级车展，不仅是各大车企最新产品和 前沿科技成果的展示平台，也是给这一年划上一个句号，再为下一年抛出风向标。 今年的广州车展共有1085台展车，首发新车93台，相比去年有所增加。其中，新能源车占比58%，数量 已经过半，比例也大大提升。最新数据显示，2025年前10个月，新能源乘用车国内销量同比增长了 24%，市场渗透率超过了52.9%，电动化浪潮正在加剧涌动。 一家车企的规模和野心，总能在车展上得到最直观的体现。东道主广汽集团包揽了一整个2.2号馆，阵 仗差不多大的还有设立专馆的比亚迪——为了展示了仰望U8的应急浮水功能，比亚迪还特地包下了一 个室外展区。此外，大众、奇瑞、北汽、长城汽车与鸿蒙智行等，也大多占据了一馆的半壁江山。 品牌退场，在近年的车展上已经不算是新闻。因为在中国市场份额连年下降、关注度持续降低，劳斯莱 斯、宾利、法拉利等超豪华玩家们的炫酷身影，遍寻不见。而捷达、雪佛兰、东风雪铁龙等一些在车圈 厮杀中本就失去了存在感的品牌 ...

中经记者 陈靖斌 广州报道 作为"十四五"规划收官之年的压轴A级车展，第二十三届广州国际车展（以下简称"2025广州车展"）11 月21日在中国进出口商品交易会展馆拉开帷幕。开幕当日，展馆内灯光璀璨、人潮涌动，空气里仿佛都 弥漫着新技术点亮行业未来的兴奋感。车展不仅集中展示汽车产业的前沿创新，更在行业迈向下一个周 期的关键节点，为判断未来趋势提供鲜活样本。 2025广州车展以"新科技·新生活"为主题，官方公布的规模达到22万平方米。《中国经营报》记者步入 展馆，最直观的感受便是"量大、质新"：1085辆展车整齐排列，首发新车多达93辆。其中，新能源汽车 多达629辆，占比近58%。展馆中搭载智能化、电动化新技术的车型随处可见，观众在它们之间穿梭， 几乎能感受到汽车产业加速跃迁的脉动，已成为名副其实的舞台主角。 记者在现场注意到，自主品牌的"包馆式"亮相成为今年最瞩目的画面之一。比亚迪再次以整馆形式呈现 产品矩阵，并在室外特设仰望U8应急浮水展示区。作为东道主，广汽集团同样以"包馆"方式亮相，以 集中展示"番禺行动"实施一周年以来的最新成果，展区人气持续攀升。 与此同时，合资品牌也在2025广州车展上发起"反攻 ...

最近看到一句颇具黑色幽默的调侃："劳斯莱斯设计师如果来中国打工，怕是连试用期都过不了，因为竞品太多了。" 满街"库里南"，国产豪车集体老登化 所谓"老登"，在网络语境中泛指那些有一定社会地位、财富积累和家庭责任的中年男性。他们需要一辆既能彰显成就，又不失稳重体面的座驾。 劳斯莱斯式的方正设计，正好满足了这一群体对"权威感"和"地位感"的心理需求。圆润流线的造型可能更具科技感，但方正威严的线条更能传递权力与稳固 的视觉信号。 事情源于岚图泰山、极氪9X等一批国产新能源车的集中亮相。这些售价40万—60万元的准旗舰们，不约而同地采用了相似的设计语言：方正魁梧的车身、 纵向镀铬饰条格栅、悬浮式车顶、宽大C柱，以及那股子不怒自威的"庄严感"，简单来说，就是模仿劳斯莱斯。 图源：岚图 网友们给这种风格起了个外号——"老登审美"，并戏称岚图泰山为"武汉库里南"，极氪9X为"杭州湾库里南"。 耐人寻味的是，品牌并不排斥这种外号，甚至宣传上也有意无意地往这个方向靠拢，就像手机圈某些品牌强调"果味十足"一样。与以往不同的是，这波"致 敬"劳斯莱斯的主角并非小车企的山寨产品，而是主流品牌的集体选择。为什么头部品牌不约而同拥抱"老 ...

Core Insights - The 2025 Guangzhou International Auto Show, known as a "barometer" for the automotive industry, opened on November 21, 2023, focusing on cutting-edge technologies and industry trends [1][3] - The theme of the exhibition is "New Technology, New Life," covering an area of 220,000 square meters with 1,085 vehicles on display, including 93 new car launches and 629 new energy vehicles, which account for nearly 58% of the total [3] Industry Trends - The penetration rate of new energy vehicles (NEVs) in China has entered an "accelerated sprint" phase, with cumulative sales reaching 12.943 million units in the first ten months of 2023, a year-on-year increase of 32%, and a market penetration rate exceeding 52.9% [3][4] - Domestic brands are increasingly dominating the market, with a retail market share of 65% in the first ten months of 2023, up 5.5 percentage points from the previous year [4][5] Brand Dynamics - Major domestic brands like BYD and GAC Group showcased their latest models and innovations, with BYD again taking a significant exhibition space and launching new models in the performance car segment [4][5] - Some luxury brands have been absent from the show due to low market interest and brand visibility, indicating a growing divide in brand performance within the industry [5][6] Competitive Landscape - Joint venture brands are launching counter-offensives by integrating into local supply chains and introducing products tailored to the Chinese market, with several new models unveiled at the show [8][9] - The competition is expected to intensify, leading to a "stronger get stronger" scenario, where weaker brands may struggle to survive [6][8] Supply Chain and Technology - The exhibition also highlighted the increasing role of core supply chain companies, such as battery and intelligent solution providers, who are becoming key players in shaping industry standards [10][11] - Companies like Huawei and CATL participated prominently, indicating a shift towards collaboration in the automotive ecosystem [10][11]

Core Insights - The 2025 Guangzhou International Auto Show will feature a total of 1,085 vehicles, including 93 new models and 692 electric vehicles, highlighting a significant focus on electrification and intelligence in the automotive industry [1]. Group 1: Event Overview - The auto show will showcase 1,085 vehicles in total [1]. - There will be 93 new vehicle launches at the event [1]. - A significant portion of the vehicles, 692, will be electric vehicles, indicating a strong trend towards electrification [1]. Group 2: Industry Impact - The concentration of new electric and intelligent vehicles at the show represents a powerful new productive force driving transformation in the global automotive industry [1].

Core Insights - The event "Exploring BYD's Green Future" showcased BYD's global influence and technological advancements, with diplomats from 14 countries experiencing BYD's innovative features firsthand [1] Sales Leadership - BYD's electric vehicle sales reached 582,522 units in Q3 2025, surpassing Tesla's 497,099 units, marking a lead of 85,423 units for four consecutive quarters [2] - Cumulative sales of BYD's electric vehicles in the first three quarters reached 1.606 million units, accounting for 49.26% of its total 3.26 million new energy vehicle sales [2] - Bloomberg forecasts BYD's electric vehicle deliveries to reach 2.17 million in 2025, significantly exceeding Tesla's estimated 1.61 million [2] - BYD's overseas pricing strategy shows a premium of 30%-50% compared to domestic prices, with the Seal model priced at €45,000 (approximately 350,000 RMB) in Europe, reflecting a 40% markup [2] Localization Strategy - BYD's Brazilian factory marked the production of its 14 millionth new energy vehicle, highlighting its 11-year commitment to the local market [3] - The localization rate of 65% in Brazil allows BYD to avoid 35% import tariffs, coupled with Brazil's zero tariff policy for electric vehicles, resulting in over 25% profit margins for the Yuan PLUS model [3] - BYD's role in Brazil extends beyond manufacturing, as it has become a key partner in the country's green transition, providing vehicles for the COP30 climate conference and receiving recognition from Brazilian President Lula [3] Global Market Dynamics - BYD's rise is reshaping the global automotive industry, with significant market share gains in Europe, including a 9.7% share in Spain and a 140% increase in Italy [4] - The company has established a global market matrix by leveraging first-mover advantages in Southeast Asia and differentiating its product offerings in South America and South Africa [4] - BYD's technological advancements, such as the "Heavenly Eye" driver assistance system, have gained international recognition, transitioning the company from product exporter to technology provider [4] Broader Impact - BYD's global expansion strategy emphasizes technological innovation, localization, and sustainable development, contributing to a new narrative in the automotive industry [5] - The company's efforts are not only transforming competitive dynamics but also promoting sustainable development and cooperation between nations, showcasing the rise of Chinese brands as contributors to a fairer and greener global order [6]

Core Insights - BYD has become the choice of multiple national leaders for their official vehicles, showcasing the competitive strength of its products in the global market [1][3][4] Group 1: Market Performance - BYD's factory in Brazil celebrated the production of its 14 millionth electric vehicle, with the latest model, Song Pro, being delivered to Brazilian President Lula [3] - Since entering the Brazilian market, BYD has sold 77,000 vehicles from January to September 2025, becoming the top seller of electric vehicles in Brazil [4] Group 2: International Recognition - The President of Uzbekistan, Mirziyoyev, received the Yangwang U8 from BYD during a visit to the company's headquarters, highlighting the vehicle's advanced technology [4] - Jordan's Queen Rania has chosen the Yangwang U8 as her official vehicle, reflecting her commitment to social progress and recognition of Chinese technological innovation [4] Group 3: Technological Leadership - BYD's comprehensive control over the entire supply chain, including battery, motor, and electronic control technologies, has established it as a leader in the electric vehicle sector [7] - The safety features of BYD vehicles, described as "mobile fortresses," are a significant factor in their selection by national leaders [7][8] Group 4: Brand Philosophy - BYD's focus on core technology rather than flashy marketing aligns with the pragmatic image of modern national leaders, enhancing its appeal [8] - The company's commitment to not only exporting products but also technology and value has garnered widespread recognition from local governments and communities [8][9]

Group 1 - The core viewpoint of the article emphasizes the safety challenges associated with machine driving compared to human driving, as highlighted by Miao Wei, a former Minister of Industry and Information Technology [2] - The 2025 World Intelligent Connected Vehicle Conference will focus on various aspects of the intelligent connected vehicle industry, including policies, technology, safety, artificial intelligence, applications, and data [2] - Miao Wei pointed out three main safety challenges for machine driving: insufficient capability to handle "long-tail scenarios," inherent limitations in perception and cognition, and the uncontrollable risks posed by the "black box effect" in decision-making processes [2] Group 2 - Morgan Stanley's recent research indicates that the true innovation opportunities in the automotive industry lie in breakthroughs within the AI ecosystem, introducing the "3A" opportunities: Autonomous Driving, AI Embodiment, and AI Data Centers [3] - If traditional vehicle sales companies can achieve substantial breakthroughs in the "3A" areas, they could potentially unlock an additional market value space of $2-3 trillion [3] - CITIC Securities previously projected that Level 3 (L3) autonomous driving will become the main upgrade direction for intelligent driving from Q4 2025 to 2026 [3] Group 3 - A table outlines various automotive brands and their representative models along with their levels of intelligent assisted driving, indicating that Tesla and BYD have models classified as Level 4 (L4), while several others, including Geely and Changan, have models classified as Level 3 (L3) [4] - The SAE classification system for autonomous driving technology ranges from Level 0 (no automation) to Level 5 (full automation), detailing the responsibilities of human drivers at each level [4]

Core Insights - BYD has achieved significant milestones in the global electric vehicle market, with the production of its 14 millionth electric vehicle in Brazil, highlighting its commitment to local development and job creation [1] - The recognition from various heads of state, including Brazil's President Lula and Uzbekistan's President Mirziyoyev, underscores BYD's technological prowess and the growing acceptance of its products in international markets [1][3] - BYD's strategy focuses on not just exporting products but also technology, value, and responsibility, which has garnered widespread recognition from local governments and communities [5] Group 1 - BYD's factory in Brazil celebrated the production of its 14 millionth electric vehicle, with a total sales volume of 77,000 units from January to September 2025, making it the leading electric vehicle seller in Brazil [1] - President Lula's choice of BYD's Tang EV as his personal vehicle reflects strong endorsement and recognition of the brand [1] - The delivery of the Yangwang U8 to Uzbekistan's President Mirziyoyev during his visit to BYD's headquarters showcases the company's commitment to international partnerships and technological demonstrations [1][3] Group 2 - The choice of BYD vehicles by various international leaders, including Jordan's Queen Rania and Nepal's former President Bidhya Devi Bhandari, indicates a growing trend of governmental endorsement for electric vehicles [3] - BYD's comprehensive mastery of the electric vehicle supply chain, including batteries and semiconductors, positions it as a global leader in safety and performance standards [5] - The company's operations span over 110 countries, emphasizing its global reach and the importance of local production facilities in fostering economic growth and technological exchange [5]