小米YU7 凤凰网科技讯 北京时间10月6日，据彭博社报道，中国汽车制造商在争夺国内中产阶级车主方面已经领先西方竞争对手。现在，他们把目光瞄准了富有客户 群：那些想为爱车增添一点"个性"的车主。 上个月，小米集团推出了一项新服务，允许购买售价52.99万元高性能版SU7 Ultra的客户，为汽车定制内饰与车漆等配置，这将使得车价至少再增加10万 元。 那些希望为SU7 Ultra进行个性化升级的买家至少需要投入10万元，可选定制包括24K金车标以及提供四种颜色选择的锻造轮毂等。该定制服务同样适用于售 价32.99万元的YU7 Max，这款SUV也被拿来与法拉利的Purosangue做比较。 小米24K金车标 对于小米来说，以更低价格挑战西方高端品牌的战略不止体现在汽车上。该公司联合创始人兼CEO雷军近日还发布了一款新智能手机，直接对标指苹果最新 iPhone 17，但起售价比苹果机型便宜1000多元。 赚钱风口 通过为车主提供高价选配方案，小米正切入一个利润丰厚的风口。多年来，法拉利、宾利和兰博基尼等豪华车品牌一直在为超富有客户提供定制服务，让他 们通过花更多的钱打造独一无二的座驾。 挑战保时捷 作为一家迅速 ...

Core Viewpoint - Porsche's 718 gasoline version will be discontinued in October 2025, transitioning to an electric model, which may impact its current market appeal and customer base [4][42]. Group 1: Discontinuation of 718 - Porsche's 718 gasoline version will cease production in October 2025, as confirmed by Albrecht Reimold [4]. - Existing orders for the 718 will still be fulfilled, but new orders will be difficult to place after the discontinuation [5]. - The future 718 model is expected to follow the electric vehicle trend, similar to the Taycan [6]. Group 2: Market Position and Appeal - The 718 is considered an entry-level sports car for Porsche, but its performance and specifications may not attract wealthy buyers or those seeking value [11][12]. - The 718 has been popular among social media influencers and micro-business owners, often seen as a status symbol rather than a performance vehicle [16][18]. - The car's design and performance characteristics, such as its mid-engine layout and flat-six engine, contribute to its appeal, despite its mixed reputation [21][25]. Group 3: Historical Context and Financial Implications - The 718 name has historical significance, originating from the 718 RSK race car, and has been crucial for Porsche's financial recovery in the past [22][35]. - The introduction of the 718 aimed to reduce production costs by sharing components with the 911, making it more affordable [33]. - The 718's production was also a response to financial difficulties faced by Porsche in the early 1990s, where losses reached 2.4 billion German Marks (approximately 10 billion RMB) [31]. Group 4: Regulatory and Technological Challenges - New EU regulations on cybersecurity (UN R155) pose challenges for older gasoline models like the 718, as their electronic architecture does not meet the new standards [37][39]. - The cost of updating the 718's systems to comply with these regulations is nearly equivalent to developing a new vehicle, leading to the decision to discontinue the model [40]. - The shift to electric vehicles is seen as a necessary evolution for Porsche to remain competitive in the automotive market [51].

Core Insights - The upcoming Chengdu Auto Show in 2025 will feature a variety of vehicles, models, and manufacturer presentations, highlighting the importance of attending press conferences to gain deeper insights into vehicle design and development [1] Group 1: Vehicle Presentation - At the Shanghai Auto Show, BMW showcased a series of new generation models that reflect significant changes in design, technology, and brand philosophy [3] - The new generation models are equipped with BMW's latest intelligent electronic architecture, including the panoramic iDrive and advanced AI capabilities [5] Group 2: Vehicle Design and Performance - The design of vehicles is increasingly focused on emotional value, with various aesthetic approaches such as space-oriented and engineering-oriented designs [8] - The Li Auto MEGA model features a unique "bullet head" design prioritizing aerodynamics, achieving a drag coefficient of only 0.215 while maintaining a spacious interior [10] - Advanced powertrain configurations, such as three-motor and four-motor drives, are becoming standard, allowing for independent wheel control and enhanced vehicle dynamics [12][14] Group 3: Structural Integrity and Safety - The design of the vehicle's body is a key indicator of a manufacturer's technical capabilities, with modern techniques like die-casting being favored for their advantages [15] - Vehicle stiffness and strength are critical metrics, with stiffness affecting handling and NVH performance, while strength relates to safety during collisions [17][21] Group 4: Cultural Significance - The philosophy of automotive design emphasizes the creation of timeless vehicles, as exemplified by Porsche's evolution from the 356 to the iconic 911, which maintains classic design elements [23] - Porsche has achieved significant success in motorsport, winning numerous championships and creating unique community experiences through events and driving experiences [25]

Core Viewpoint - Porsche is restructuring its high-performance battery subsidiary Cellforce due to weak demand for electric vehicles, abandoning its self-developed battery production plans and transforming Cellforce into an independent R&D department [1][3]. Group 1: Market Challenges - Despite strong performance in Europe, Porsche's electric vehicle sales in China and the U.S. have fallen short of expectations, leading to the halt of the independent battery project Cellforce [3]. - The project, which aimed to establish a 20GWh battery capacity and was expected to be used in high-performance electric sports cars post-2025, has faced significant setbacks, including fluctuating technology routes and extended R&D cycles [3]. - Porsche's profitability has been under pressure, with net profit for 2024 projected at €3.595 billion, a 30.3% decline year-on-year, and a sales return rate of 14.1%, down from 18% in 2023 [5]. Group 2: Financial Performance - In the first half of the year, Porsche's operating profit dropped to €1.01 billion, a 67% year-on-year decline, while net profit fell to €718 million, down 66.6% [5]. - The sales return rate plummeted from 15.7% in the previous year to 5.5%, nearly reverting to levels seen a decade ago, deviating significantly from the previously set "Road to 20" target of 18%-20% [5]. - The decision to exit the Cellforce battery project resulted in an estimated special loss of around €500 million, including an asset write-down of approximately €295 million [6]. Group 3: Strategic Adjustments - Porsche is adjusting its electrification strategy, moving from an aggressive approach to a more balanced one, planning to maintain internal combustion engine, hybrid, and pure electric powertrains simultaneously until the mid-2030s [7]. - The company aims to have electric vehicles account for 80% of sales by 2030, but as of the first half of this year, electric vehicles only made up 36% of total sales, with a notable 57% in Europe [7]. - Other luxury brands, such as Mercedes-Benz and Audi, are also revising their electrification timelines, focusing more on hybrid and efficient internal combustion engine technologies [7].

Core Insights - The recent trend in the automotive industry highlights the increasing focus on front trunks as a differentiating feature among electric vehicle manufacturers, with various innovative designs emerging to attract consumer attention [1][2][3] Group 1: Market Trends - The introduction of front trunks has shifted from being a niche feature in traditional fuel vehicles to a mainstream consideration in electric vehicles, driven by advancements in electric motor miniaturization and battery layout [2] - The competition among manufacturers has intensified, with models like the Leida L90 boasting a front trunk capacity of 240 liters, equivalent to the trunk space of a compact SUV, showcasing the trend towards larger and more functional front trunks [2][3] Group 2: Consumer Experience - Consumers have reported practical benefits from front trunks, such as enhanced storage for outdoor activities, which alleviates the need for additional trips to retrieve items [3] - However, there are concerns regarding the practicality of front trunks, with some users finding the operation cumbersome compared to traditional trunks, highlighting a gap between marketing and actual usability [4] Group 3: Industry Dynamics - The competition surrounding front trunks has evolved into a demonstration of technical capabilities, with manufacturers needing to balance large capacity and safety within limited space [4] - Ultimately, the success of front trunk designs will depend on their ability to meet real consumer needs while addressing usability issues, indicating a deeper understanding of market demands [4]

Group 1 - The new luxury car consumption tax policy has lowered the threshold from a retail price of 1.3 million yuan to 900,000 yuan, affecting various luxury car models including Porsche, Mercedes-Benz, and BMW [3][11][12] - Following the announcement of the new tax policy, there was a significant increase in inquiries and sales for luxury second-hand cars, with a reported 50% increase in consultations and a 30% rise in transaction volume [3][5] - Luxury brands are responding to the new tax by offering limited-time tax subsidies to encourage purchases, with brands like Jaguar Land Rover and Mercedes-Benz announcing full tax coverage for specific models [4][5] Group 2 - The second-hand luxury car market is experiencing a price increase, with some models seeing a rise of 50,000 to 90,000 yuan due to the new tax policy, making them more attractive as they are exempt from the new consumption tax [8][9] - The introduction of the new tax has led to a shift in consumer focus towards second-hand luxury cars, as buyers seek to avoid the additional costs associated with new luxury vehicles [7][10] - The new policy has also impacted the export of zero-kilometer luxury cars, increasing costs for foreign trade merchants and complicating the export process due to stricter regulations [9][10]

Core Viewpoint - The luxury car market has experienced a significant shift due to a new tax policy that lowers the consumption tax threshold for super luxury cars from 1.3 million yuan to 900,000 yuan, effective from July 20, 2023, leading to increased consumer urgency to purchase luxury vehicles before the tax takes effect [1][2][3]. Group 1: Tax Policy Impact - The new tax policy means that vehicles priced between 1.017 million yuan and 1.469 million yuan will now incur an additional luxury car tax, resulting in an estimated extra cost of 90,000 yuan for consumers purchasing luxury cars after the policy change [3][18]. - The luxury car tax has been in place since 2016, and the recent adjustment aims to include more vehicles that previously evaded the tax due to price reductions [11][16]. Group 2: Market Dynamics - The luxury car market is seeing a surge in demand as consumers rush to purchase vehicles before the tax increase, with reports of crowded showrooms and increased sales activity [1][5]. - The price reductions across various luxury brands have made many models fall below the new tax threshold, indicating a shift in market pricing strategies [10][15]. Group 3: Brand Responses - Some brands, like Jaguar Land Rover, have introduced promotional policies to absorb the new tax costs for consumers, while others, such as Porsche, have not announced similar measures [20][25]. - The luxury car market is expected to face long-term changes as the increased tax burden may deter potential buyers, leading to a reevaluation of pricing and sales strategies among luxury brands [28][30]. Group 4: Shift to Domestic Brands - The decline in imported luxury car sales is evident, with a reported 33% year-over-year drop in 2023, while domestic brands, particularly in the new energy vehicle sector, are gaining traction [34][60]. - The competitive landscape is shifting as domestic brands offer advanced technology and better value propositions, challenging traditional luxury brands [54][62].

Core Viewpoint - The adjustment of the luxury car consumption tax policy in China aims to guide reasonable consumption and promote energy conservation and emission reduction, with the tax threshold lowered from 1.3 million yuan to 900,000 yuan [1][2][14]. Group 1: Policy Changes - The new tax threshold means that vehicles priced over 900,000 yuan (excluding VAT) will incur a 10% additional consumption tax, significantly impacting the pricing of many luxury models [2][3]. - The previous tax threshold was set at 1.3 million yuan (with an invoice price of 1.469 million yuan), while the new threshold is now 900,000 yuan (with an invoice price of 1.017 million yuan) [2][3]. Group 2: Market Impact - The policy change is expected to reshape the luxury car market, with many popular models now falling under the new tax regime, leading to increased costs for consumers [3][4]. - Sales of luxury cars have been declining, and the new tax policy is likely to exacerbate this trend, as consumer demand shifts towards more affordable and energy-efficient vehicles [6][14]. Group 3: Dealer Reactions - Some dealers, like those selling Porsche, reported a significant drop in sales, with monthly sales figures falling to single digits due to the lack of consumer interest [6]. - Conversely, other dealers, such as those selling Land Rover, experienced a surge in sales immediately following the announcement, with reports of thousands of units sold in just two days [7][9]. Group 4: Long-term Implications - The adjustment of the luxury car consumption tax is seen as the first step in a broader reform of China's automotive tax system, which may lead to a more comprehensive tax structure that includes electric and fuel cell vehicles in the future [14][15]. - The new policy is expected to increase the annual taxable sales of passenger vehicles by over 100,000 units, predominantly from fuel vehicles, while the market structure is gradually shifting towards electric vehicles [15].

Core Viewpoint - The new luxury car consumption tax policy, effective from July 20, reduces the tax threshold from 1.3 million yuan to 900,000 yuan, expanding the range of luxury vehicles subject to taxation, impacting brands like Mercedes-Benz, BMW, and Porsche, as well as some domestic electric luxury cars like the Yangwang U8 [1][2]. Group 1: Tax Policy Changes - The new tax policy includes a 10% consumption tax on luxury cars priced between 900,000 yuan and 1.3 million yuan, which previously were exempt from this tax [2]. - Vehicles with a retail price of 1,017,000 yuan or more (including a 13% VAT) will now incur additional taxes, resulting in a tax burden of 90,000 to 130,000 yuan for affected models [2]. Group 2: Market Response - Following the announcement, there has been a noticeable increase in foot traffic at luxury car dealerships, with many models like the BMW 7 Series and X7 selling out quickly [3]. - Brands such as Tesla have responded by lowering the starting price of the Model X to 899,000 yuan to avoid the tax threshold, while others like Jaguar Land Rover and Mercedes-Benz have introduced temporary subsidies to cover the new tax costs for consumers [4][5]. Group 3: Industry Insights - Industry experts support the tax adjustment, stating it reflects market changes and ensures tax stability without significantly increasing the tax base [3][5]. - The luxury car segment represents only about 0.1% of the overall car market, indicating that the tax changes will have minimal impact on average consumers [5].

Core Points - The new luxury car consumption tax regulation, effective from July 20, 2023, lowers the threshold from 1.3 million yuan to 900,000 yuan, impacting vehicles priced between 1.017 million and 1.469 million yuan [2][4] - Major luxury car brands like Porsche, Mercedes-Benz, and Jaguar Land Rover are responding quickly to mitigate the impact of the new tax on consumers [5][6] - The luxury car market in China is experiencing a decline, with significant drops in sales for high-end vehicles, prompting manufacturers to offer tax relief and promotional incentives [4][6] Group 1: Tax Regulation Changes - The new luxury car tax regulation reduces the starting point by 400,000 yuan, now set at 900,000 yuan for various types of passenger cars and light commercial vehicles [2] - The affected price range for new cars is between 1.017 million and 1.469 million yuan, with brands like Porsche and Jaguar Land Rover being significantly impacted [2][3] Group 2: Manufacturer Responses - Jaguar Land Rover announced it will cover the additional tax for specific models until July 31, 2025, to ease the financial burden on consumers [4][5] - Mercedes-Benz is also offering tax relief for certain models, ensuring that the tax changes do not affect the retail price for consumers [5] - Other brands like Maserati and Porsche are currently evaluating the new tax implications and have not yet announced specific measures [6] Group 3: Market Trends - The luxury car market is shrinking, with sales of vehicles priced above 900,000 yuan dropping significantly, particularly in the fuel and plug-in hybrid segments [4] - Promotional activities have increased, with discounts on luxury vehicles reaching up to 30%, indicating a shift in market dynamics [3]