| 国内省区 | 2017 | 2019 | 2022 | 2023 | 2024年 | 2024年 | 2025年 | 2025年 | | 份额变化 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 生 | 生 | स्ट | 非 | 11月 | 汇总 | 11月 | 汇总 | 22年- | 25年- | 25.11月 - | | | | | | | | | | | 17年 | 22年 | 24.11月 | | 东北 | 5.9% | 5.1% | 4.9% | 5.6% | 5.9% | 5.7% | 4.8% | 6.1% | -1.0% | 1.2% | -1.1% | | 东部-华北 | 17.6% | 16.9% | 16.2% | 17.1% | 19.8% | 18.0% | 18.1% | 17.6% | -1.4% | 1.4% | -1.7% | | 东部-华东 | 17.4% | 18.0% | 20.9% | 19.6% | 18.0% | 18.8% | 18.7% | ...

汽车-财政释放信心，2026 政策及车市展望！ 20251229 摘要 2025 年汽车市场受惠于报废更新和置换更新补贴政策，全年销量显著 增长，尤其 A00 级和 A0 级纯电动车受益于低收入群体需求，销量增幅 分别达到 60%和 80%，补贴车辆超 1,100 万辆，其中报废更新约 400 万辆，置换更新约 600 万辆。 2025 年四季度汽车批发销量虽增速放缓，但仍保持增长，9 月增长 14%，10 月增长 8.8%，11 月增长约 3%，整体表现符合预期，显示 市场具备一定韧性。 2026 年国家将延续报废更新和置换更新补贴政策，预计补贴费用可能 增加，并可能根据车型价位按比例补贴，以实现供需高水平动态平衡， 具体方案预计本周出台。 政府持续治理汽车市场"内卷"，通过工信部约谈、市场监管总局价格 指南及商务部新规等措施，规范市场秩序，防止恶性价格竞争，预计 2026 年企业将避免触碰价格红线。 今年四季度汽车市场表现如何？是否符合预期？ 四季度由于去年同期基数较高，今年（2025 年）9 月份批发销量仍保持 14% 的增长，10 月份 8.8%的增长，到 11 月份批发销量仍有 3%左右的增长。因 ...

Group 1 - The recruitment event held by Hangzhou Automotive Senior Technician School is the largest in its history, attracting nearly 80 companies across five sectors, including new energy vehicles, traditional fuel vehicles, smart manufacturing, drones, and shipping, offering around 700 job positions for over 400 students [1] - The school has established a "five common" order-based training model and has signed cooperation agreements with companies like Xianglong Aviation and Coolfly Aircraft, focusing on training talents for roles such as sales, drone pilots, and maintenance technicians [1] - 30 new energy vehicle companies participated in the recruitment, accounting for 40% of the total, with students from the CATL (300750) order class receiving hands-on training in battery disassembly and maintenance, as well as free certification through the CATL CIEP project [1] Group 2 - The recruitment event featured well-known automotive groups and companies in shipping and power sectors, including Zhejiang Yuantong, Deao, and Hangzhou New Century Power Equipment, covering multiple professional directions [2] - The school has long-term partnerships with companies like Hangzhou Water Public Sightseeing Bus Co., providing students with practical positions in engine maintenance and ship electronic log recording, with companies covering certification costs for various maritime qualifications [2] - Several graduates have obtained professional qualifications and secured positions in state-owned enterprises, showcasing the effectiveness of the school's training programs [2]

马斯克预测：传统燃油车将会消失！根据央视财经19号的报道，美国企业家马斯克近日在社交媒体上表示，开非自动驾驶的燃油车，已经像骑马时用翻盖 手机一样过时。他认为，传统燃油车将逐渐被淘汰，未来汽车的竞争力将来自智能化技术。分析认为，马斯克这一观点与他长久以来的看法一致，最近他 再次强调这一观点，可能与传统汽车行业正在调整战略有关。 的基础上与西方开展合作。关于欧盟冻结俄罗斯资产的行为，普京表示，企图没收这些资产不仅是盗窃，简直是抢劫。他还补充说，俄罗斯将通过法律手 段捍卫自己的利益。 普京表示：'盗窃'这个词并不合适，因为盗窃通常是在暗中进行的，而他们却公然做出这一行为，这分明是抢劫。普京进一步回应了关于俄罗斯可能攻击 欧洲的说法，称其为无稽之谈。他指出，西方国家正通过乌克兰与俄罗斯对抗，并且不断加剧局势的紧张。他强调，俄罗斯并没有攻击西方的意图，反而 是西方的行动使得局势更加复杂和对立。 普京还警告说，俄罗斯将坚决反对任何针对其飞地——加里宁格勒州的封锁行为，这种行为可能会引发大规模 冲突。他强调：我们必定会消除这些威胁。大家必须明白，这种做法只会导致局势升级，甚至可能引发全面武装冲突。 普京表示，俄罗斯愿意与 ...

2030年每年节省15亿欧元劳动力成本。今年6月，大众集团方面表示，作为其德国业务重组的一部分，预计 到2030年将有约2万名员工自愿离职。 梅赛德斯-奔驰也是一样，最新财报数据显示，第三季度其净利润同比下跌31％，至11.9亿欧元；前三季度净 利润38.78亿欧元，同比大跌50％。据外媒报道，梅赛德斯-奔驰正在实施其有史以来最大规模的裁员计划， 将覆盖3万名员工。该公司4月启动的"自愿离职计划"已经开始落实，目前已有大约4000名员工接受了自愿离 职方案。据悉，该计划主要针对的是工程、行政、IT领域的员工。梅赛德斯-奔驰计划通过裁员和成本优化措 施，到2027年每年节省50亿欧元成本。 曼恩商用车2300人的裁员公告，为德国汽车业的"凛冬"再添一层寒意。这家承载着百年工业荣光的商用 车企业，终究没能逃过转型浪潮的冲击，成为近期接连官宣裁员的德国车企中最新的一员。从慕尼黑到沃尔 夫斯堡，越来越多的德国汽车工厂朝不保夕，曾经24小时轰鸣的生产线如今静得能听见时钟的滴答声。 欧盟减排法规的收紧如催征号角，电动化转型的巨额投入却难寻立竿见影的回报，亚洲竞争对手的猛烈攻势 也让德国车企感到"压力山大"。从大众的大规模 ...

Core Insights - The global automotive market is undergoing an unprecedented deep adjustment, with major automakers like Volkswagen, Ford, and Mercedes-Benz implementing significant strategic changes in response to rising electric vehicle penetration, intensified market competition, and increasing profitability pressures [1][2][3] Strategic Adjustments - Volkswagen plans to shut down part of its traditional fuel vehicle production lines in Wolfsburg, Germany, affecting around 3,000 employees, as part of its "2030 strategy" adjustment, with a 25% reduction in R&D budget for traditional powertrains from 2025 to 2027 [1] - Ford has reduced its planned investment in electric vehicle transformation from $50 billion to $35 billion, delaying the launch of several electric models and halting the construction of a new battery factory in Germany [2] - Mercedes-Benz has initiated a three-year efficiency improvement plan aiming to cut costs by over €14 billion, focusing on optimizing supply chains and reducing non-core business investments [2] Market Pressures - The global automotive sales are projected to reach 88 million units in 2025, with electric vehicles accounting for over 42% of the market, an 8 percentage point increase from 2024, driven largely by growth in the Asian market [3] - Traditional automakers face significant profitability challenges, with Ford's electric vehicle segment expected to incur a loss of $4.5 billion in 2024, while Volkswagen's electric vehicle profit margin stands at only 3.2%, compared to 8.5% for traditional fuel vehicles [3][4] Industry Transformation - Automakers are shifting from large-scale investments and vertical integration to a light-asset operation model, focusing on strategic partnerships for battery supply rather than building in-house factories [4][5] - Companies are concentrating production capacity in high-growth markets and high-margin products, with Volkswagen increasing investment in new energy vehicles in emerging markets while reducing production in Europe [5] - Research and development budgets are being refocused on core technologies, with companies like Mercedes-Benz prioritizing autonomous driving and smart cockpit technologies [5] Future Outlook - The collective slowdown of major automakers is seen as a pragmatic response to short-term pressures and a necessary evolution in the industry's development stage, with only those able to adapt quickly to market changes and maintain financial stability likely to succeed in the long term [6]

马斯克在社交媒体上称，驾驶非自动驾驶的燃油车，就像"骑马时使用翻盖手机"一样过时。他认为传统 燃油车只会逐渐消亡，最终汽车的竞争力将来源于智能化。分析认为，这一表态与马斯克本人的长期观 点一致，他近期重申这一点可能与传统汽车行业战略回调有关。近期，马斯克旗下特斯拉公司的股价不 断走强。 当地时间18日，特斯拉股价收于483.37美元，日内涨幅超过3%。自4月8日跌至220美元左右的低点之 后，特斯拉股价已累计大涨约120%。 据福布斯数据，截至17日，马斯克仍稳坐福布斯亿万富翁排行榜榜首，个人财富维持在6840亿美元左 右，遥遥领先排名第二的谷歌联合创始人拉里·佩奇。 来源：央视财经 ...

每经记者｜李星 每经编辑｜裴健如 历年车市年底"翘尾"的惯例，在2025年迎来意外转折。 12月11日，中汽协发布的最新数据显示，今年11月，汽车国内销量约270.1万辆，同比下降4.4%。《每 日经济新闻》记者梳理对比近几年数据发现，这是2023年来汽车国内销量在11月份首次出现同比负增 长。 "新能源汽车是拉动当前汽车出口的重要因素，去年我国新能源汽车月均出口量约10万辆，今年月均出 口量约20万辆，实现翻倍增长。"陈士华表示。 中汽协 "由于现在很多地方的补贴政策在陆续退出，不少消费者在等着明年政策的出台，导致近期国内汽车终 端市场的表现出现波动。"中国汽车工业协会副秘书长陈士华在解读数据时表示。 细分车型数据更能反映市场降温态势。懂车帝援引乘联会数据显示，11月，在总销量超过3000辆的车型 中，有139款车型出现了销量下滑，17款车型的销量下滑超过3000辆。 尽管年末汽车国内市场销量遇冷，但从前11个月的整体表现来看，我国汽车产销仍保持良好态势。1至 11月，我国汽车产销分别完成3123.1万辆和3112.7万辆，同比分别增长11.9%和11.4%。 基于此，陈士华对2025年汽车表现持乐观态度： ...

历年车市年底"翘尾"的惯例，在2025年迎来意外转折。 "由于现在很多地方的补贴政策在陆续退出，不少消费者在等着明年政策的出台，导致近期国内汽车终 端市场的表现出现波动。"中国汽车工业协会副秘书长陈士华在解读数据时表示。 细分车型数据更能反映市场降温态势。懂车帝援引乘联会数据显示，11月，在总销量超过3000辆的车型 中，有139款车型出现了销量下滑，17款车型的销量下滑超过3000辆。 尽管年末汽车国内市场销量遇冷，但从前11个月的整体表现来看，我国汽车产销仍保持良好态势。1至 11月，我国汽车产销分别完成3123.1万辆和3112.7万辆，同比分别增长11.9%和11.4%。 基于此，陈士华对2025年汽车表现持乐观态度："汽车内需市场在政策组合效应推动下有效改善，新动 能加快释放，对外贸易呈现出较好韧性，汽车产销量全年有望再创历史新高，实现'十四五'圆满收 官。" 出口两大"历史性突破"：月销首超70万辆，全年冲刺700万辆 中汽协数据显示，11月，我国汽车产量完成353.2万辆，同比增长2.8%，创历史新高。"这是中国汽车产 业发展史上月度产量首次超过350万辆。"陈士华表示。 12月11日，中汽协发 ...

Core Insights - The passenger car market in November 2025 shows a continued decrease in discount rates, indicating a shift from price wars to refined operations in the domestic market [2][3]. Summary by Category Overall Market Performance - The average discount rate for the passenger car market in November 2025 is 18.3%, with a month-on-month decrease of 0.3 percentage points and a year-on-year increase of 1.0 percentage points. The average price stands at 159,000 yuan, remaining stable month-on-month but down nearly 9,900 yuan year-on-year [2][3]. New Energy Vehicle Market - The average discount rate for traditional energy vehicles is 26.4%, with a month-on-month increase of 0.1 percentage points and a year-on-year increase of 2.6 percentage points. The average wholesale price is 164,000 yuan, stable month-on-month but down approximately 14,000 yuan year-on-year. In contrast, new energy vehicles have an average discount rate of 12.2%, with a month-on-month decrease of 0.5 percentage points and a year-on-year increase of 1.0 percentage point, and an average wholesale price of 156,000 yuan, also stable month-on-month but down about 5,000 yuan year-on-year [3]. Brand Strategy and Market Dynamics - Among domestic brands, new energy brands maintain a stable pricing system, with lower discount rates such as 6.2% for AITO and 11.4% for Leap Motor, indicating strong market demand and pricing power. Non-luxury joint venture brands have higher discount rates, typically between 25% and 32%, reflecting pressure from the transition to new energy and competition from domestic brands [4]. Luxury Brand Pricing Strategies - Tesla China has a discount rate of 4.3%, while traditional luxury brands like Mercedes-Benz, BMW, and Audi have discount rates ranging from 28% to 31%, indicating a strategy of exchanging price for volume. Second-tier luxury brands like Volvo Asia-Pacific and Cadillac exhibit even higher discount rates. The market is characterized by "new energy leaders with stable pricing and traditional brands relying on discounts for volume," a trend expected to deepen with the increase in electric vehicle penetration [5].