关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 新款小鹏 P7+ 上市，售价 18.68-19.88 万元； 新款小鹏 G6 上市，售价 17.68-18.68 万元； 新款小鹏 G7 增程版上市，售价 19.58-20.58 万元； 新款小鹏 G9 上市，售价 24.88-27.88 万元； 新款比亚迪秦 PLUS DM-i 上市，售价 7.98-9.98 万元； 新款比亚迪秦 L DM-i 上市，售价 9.68-12.68 万元； 新款比亚迪宋 Pro DM-i 上市，售价 9.98-12.78 万元； 新款小米 SU7 开启预售，预售价 22.99-30.99 万元； 吉利银河 V900 开启预售，预售价 31.98-38.98 万元； 公司动态： 北汽极狐与中石油昆仑网电达成充电网络服务合作； 宝马集团 2025 年全球交付 2463715 台； 保时捷召回部分 Taycan 车型； 宾利召回部分添越插混版车型； 红牛超跑将在今年发布； 蔚来公司第 100 万辆新车下线； 国内新闻： 商务部等 9 部门发文促进汽车绿色消费； 新车上市 新款小鹏P7+上市 售价18 ...

关注 「电动车公社」 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 宝马集团2025年全球交付2463715台 | | 4th Quarter | Compared with | YTD | Compared with | | --- | --- | --- | --- | --- | | | 2025 | previous year % | December 2025 | previous year % | | Europe | 278,715 | +4.0% | 1,016,360 | +73% | | Germany2 | 82,274 | +14.4% | 290,742 | +8.7% | | Asia | 227,148 | -13.2% | 871,550 | -9.3% | | China | 160,556 | -15.9% | 625,527 | -12.5% | | Americas | 145,127 | -3.5% | 508,221 | +5.7% | | USA | 120,39 ...

不止一家保时捷4S店出现经营异常。 同时，天眼查还显示，郑州中原保时捷中心隶属的郑州东保润汽车销售有限公司成立于2015年，同为东 安控股集团成员企业，注册资本6000万元。 就在当日早些时候，保时捷中国才刚刚为郑州保时捷门店疑似"跑路"事件道歉。 据中新经纬报道，保时捷中国25日回应称："我们高度关注保时捷授权经销商郑州中原保时捷中心出现 经营异常情况，目前与警方和相关部门在现场核查事实。" 此前，多位网友在社交平台发文称，无法与位于郑州市中原区大中原国际汽车城的郑州中原保时捷中心 工作人员取得联系，到店后发现该店展厅车辆几乎处于清空状态。 12月25日，智通财经记者从知情人士处获悉，贵阳孟关保时捷中心已经人去楼空。知情人士透露，有不 少购买了保养储值套餐包的车主无法兑现权益，并且也有车主支付了定金但尚未提车。还有在该门店购 买过储值套餐的车主表示，多位车主已就此事报警。 据央广网，通过天眼查信息，央广网记者尝试联系东安控股集团法定代表人贺小梅。对方回应称，自己 并不参与旗下两家保时捷门店的具体经营管理，并确认郑州中原保时捷中心、贵阳孟关保时捷中心均隶 属于东安控股集团，但对于两家门店突然闭店的具体原因，其 ...

近日，玛莎拉蒂"打骨折"降价至30多万元的消息火遍全网，经上海、长沙等多地销售证实，"此消息为真"。 原价65.08万元的燃油版格雷嘉直降20多万元，优惠后裸车价格38万多元；纯电版优惠更大，80.88万元直接砍到35.88万元，降幅高达54万元。上海一 销售直言表示"赔本赚吆喝，一开门就抢光了。" "原来这个价格我们考虑的是BBA等品牌，如今市场翻天覆地，似乎也能触摸到豪车的门槛了。"消费者刘先生闻此消息跃跃欲试。 一面是消费者的"狂欢"，一面是经销商的惨淡经营，面对日益激烈的竞争态势，即使如玛莎拉蒂这样的高端豪华品牌也坐不住了，此举更像是一种无 可奈何的"断臂求生"。 而在降价换销量的背后，"玛莎拉蒂"们更需要思考的是如何在品牌调性与市场份额中重塑自己的市场价值与生存空间。 这样的困境不只玛莎拉蒂在遭遇。 玛莎拉蒂与法拉利、保时捷、兰博基尼等可以说是广大消费者心中豪华品牌的代名词。 2023年，GrecaleFolgore（格雷嘉）作为玛莎拉蒂旗下首款纯电SUV首发亮相。从战略高度看，玛莎拉蒂曾经许下的豪言壮语预示着其全面向电动化 进发的勇气与决心。 然而几年过去，如今玛莎拉蒂的雄心壮志似乎成了一张空头支 ...

"718现车直降7.5折，支持三年免息贷款，具体价格到店还可再谈。"北京一家保时捷门店销售人员对时代周报记者表示。 时代周报记者从上述销售人员处了解到，其口中的718当前价格为74.19万元，如果按照7.5折购入的话，直接优惠了18.55万元。 该销售进一步介绍，目前在售的保时捷718 Boxster Style Edition均为燃油版最新款，且因车型即将停产，已无法接受定制。 对于市场上盛传的"新一代纯电版718将于2026年发布"的消息，该销售回应："没收到相关通知。纯电版国内2026年应该上不了，最快也要等到2027年。" 事实上，关于下一代718系列动力形式的争议由来已久。其根源在于，保时捷电动化转型进程未达预期，迫使公司对部分车型规划作出了战略性调整。 718 Boxster（图源：保时捷官网） 今年9月，保时捷官方宣布，鉴于电动化进程放缓，部分纯电动车型的上市计划将会延后，原定于2030年代推出的电动平台将重新规划时间表，该平台将 与大众汽车集团旗下其他品牌协同进行技术重构。 彼时，就已经有媒体报道，下一代718 Boxster和Cayman的高性能版本将继续搭载燃油发动机，取消原定推出、定位高 ...

Core Insights - The article discusses the leadership changes at two major German luxury car manufacturers, BMW and Mercedes-AMG, highlighting the strategic implications of these transitions for their future direction [3][6]. BMW Leadership Transition - Milan Nedeljkovic, a long-time BMW executive, will become the new CEO, succeeding Oliver Zipse, who has served for seven years. Nedeljkovic's contract will last until 2031, and he is expected to lead the company through its electric vehicle transition [6][10]. - Nedeljkovic has been with BMW since 1993 and has held various positions, including production head, making him a strong internal candidate for the CEO role. His experience includes overseeing production at key BMW facilities globally [8][10]. - The market reacted positively to the leadership change, with BMW's stock remaining stable and close to an 18-month high. Investors believe that the peak investment phase for the Neue Klasse electric vehicle platform has passed, indicating a potential for profit release in the future [10][11]. - The success of Nedeljkovic's tenure will largely depend on performance in the Chinese market, where BMW's sales have declined by 11% year-on-year in the first three quarters of 2025 [11][12]. Mercedes-AMG Leadership Transition - Mercedes-AMG appointed Stefan Weckbach, a former Porsche executive with extensive experience in electric vehicle projects, as its new leader. He will also oversee the high-end vehicle group, which includes AMG, Maybach, and G-Class product lines [6][15]. - Weckbach's background includes significant contributions to Porsche's electric vehicle strategy, including the development of the Taycan, positioning him well to lead AMG's electric transition [18][21]. - AMG is currently focused on developing its first production model based on the AMG.EA electric architecture, with a new four-door coupe expected to launch in 2026, directly competing with the Porsche Taycan [21][24]. - The leadership changes at Mercedes-Benz are part of a broader strategy to address declining revenues and profits, with the company reporting a 7% year-on-year revenue drop to €32.14 billion (approximately $37.37 billion) in Q3 2025 [24].

陈震多平台被禁言 12月4日晚，陈震多平台账号被禁言。 抖音平台显示，"该用户因违反相关法律法规和政策，已被禁 言。" 小红书平台显示，"该账号因违反相关社区规则，已被禁言。" 360创始人、董事长周鸿祎发视频谈豆包手机。他表示，最狠的是，这会直接冲垮互联网大厂的护城 河，他们原本靠用户必须打开APP才能享受服务，建立的优势可能要重新定义了。 饿了么APP正式焕新为淘宝闪购 据官方12月5日一早消息：即日起"饿了么"App在更新至最新版本后将全面焕新为 "淘宝闪购"。 小米或将推出三折叠手机 据XiaomiTime报道，近日一款型号为2608BPX34C的小米新机出现在GSMA数据库，业内普遍推测该机 型为小米MIX系列的三折叠手机——MIX Trifold。目前全球只有华为和三星推出了三折叠屏手机，小米 很可能成为第三个量产厂商。 新东方员工发文控诉加班 据媒体报道，多位网友称，有新东方杭州课程顾问在公司内部群中发布了一篇长文。图片显示，该长文 内容对课程顾问岗位的加班强度、指标远超实际、工作内容冗杂等问题进行控诉。 OpenAI或投资火箭公司与马斯克竞争 乐视网回应将花1.8亿炒股 话题"乐视网负债238 ...

Core Viewpoint - The luxury electric vehicle market is experiencing a downturn, characterized by weak demand and intensified competition, as evidenced by Tesla's price cuts and Porsche's inventory issues [1][2]. Group 1: Market Overview - The luxury car market in China priced above 400,000 yuan is projected to decline by 9.7% in the first three quarters of 2025 [2]. - Lotus, a luxury sports car brand backed by Geely, is highlighted as a key player amidst the ongoing market transformation [2]. Group 2: Financial Performance - Lotus reported a revenue of $137 million in Q3, with a net loss reduced by 68% to $65 million and a gross margin increase to 8% [4][6]. - The company’s nine-month cumulative revenue reached $356 million, indicating a significant improvement in operational efficiency [4]. Group 3: Cost Management and Product Strategy - Lotus has implemented strict financial discipline, optimizing inventory and reducing operational costs, leading to a 70% reduction in Adjusted EBITDA [6]. - The company secured $300 million in convertible bond financing and 1.6 billion yuan in credit support from Geely, focusing on R&D and brand building rather than capacity expansion [6]. Group 4: Product Mix and Market Position - In the first nine months, Lotus delivered 4,612 vehicles, with a notable increase in high-margin models following the launch of a revamped sports car [6]. - The ELETRE supercar topped the market in the segment above 400,000 yuan, contributing to an 11% growth for Lotus despite a 9.7% decline in the overall luxury car market [6]. Group 5: Competitive Landscape - Compared to competitors like NIO and Li Auto, which maintain gross margins of 15%-20%, Lotus's 8% gross margin appears underdeveloped [7]. - The company faces ongoing challenges with net losses and must balance cost-cutting with revenue generation to avoid stagnation [7]. Group 6: Market Sentiment and Future Challenges - Despite operational improvements, Lotus's market capitalization has plummeted to $830 million, down 88% from its peak in early 2024, reflecting investor skepticism [8]. - Concerns about the overall luxury electric vehicle market and uncertainties regarding Lotus's transformation strategy contribute to this negative sentiment [8]. Group 7: Strategic Initiatives - Lotus is exploring new business avenues, including a partnership for Robotaxi services in Saudi Arabia, aiming to commercialize smart driving technology [9]. - The company is also enhancing its brand through motorsport marketing and participation in international exhibitions to showcase its electric and intelligent transformation [9][10]. Group 8: Brand Evolution - Lotus is attempting to redefine its brand image from being solely associated with aesthetics and performance to incorporating luxury, electric, and intelligent elements [10]. - The company faces multiple paradoxes, such as balancing hybrid technology with its luxury electric identity and managing the long-term feasibility of new business ventures [10].

Core Viewpoint - Polestar, once hailed as a "Tesla challenger," is facing significant challenges as it receives a delisting warning from Nasdaq due to its stock price falling below $1 for 30 consecutive trading days, necessitating a recovery within 18 months to avoid forced delisting [2][3]. Company Overview - Polestar is a high-end electric vehicle brand under Geely Holding Group, which went public via a SPAC merger in June 2022 with a valuation of nearly $20 billion [3]. - The company has struggled to meet its ambitious delivery targets for 2024, particularly in key markets like the U.S. and China, leading to a decline in stock price [3][4]. Financial Performance - Polestar has reported significant losses from 2020 to 2024, totaling $5.19 billion, with annual losses increasing from $485 million in 2020 to an estimated $2.05 billion in 2024 [7]. - Despite backing from Geely and Volvo, the company faces high operational costs and cash flow pressures, raising concerns about its ability to achieve profitability [7]. Market Position and Challenges - In the high-end electric vehicle market, Polestar competes against established brands like Tesla, Audi, and Porsche, which have stronger brand recognition and technological advantages [6]. - The company's pricing strategy has been criticized, particularly for its Polestar 2 model, which struggles to compete with more affordable options like the Tesla Model 3 [6]. Strategic Initiatives - Polestar is focusing on cost reduction, product line optimization, and enhancing synergies with strategic partners Volvo and Geely to navigate its current challenges [4]. - The company has secured a $200 million equity investment from existing investor PSD Investment Limited, controlled by Geely's founder, to bolster its financial position [3]. Future Outlook - Over the next 18 months, Polestar must demonstrate the viability of its high-end electric vehicle narrative by achieving product breakthroughs, effective cost control, and flexible financing strategies to ensure cash flow stability [8].

Core Viewpoint - The release of the "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" outlines seven major goals for China's automotive industry by 2040, emphasizing the dominance of new energy vehicles (NEVs) in the market, with a projected penetration rate of over 85% for new energy passenger vehicles, and 80% for battery electric vehicles (BEVs) [1] Industry Development - The transition to electric vehicles (EVs) has been slow for traditional automotive giants, despite their initial advantages, leading to a struggle in adapting to the electric landscape [2] - The rise of China's NEV industry has significantly impacted global markets, with many traditional brands facing challenges in their electric offerings [2] - The market share of range-extended vehicles has been substantial in China, particularly in the large SUV segment, but this is changing as consumer preferences shift towards pure electric vehicles [2][4] Consumer Behavior - A significant shift in consumer preferences is noted, with over 70% of buyers of pure electric large SUVs coming from traditional fuel vehicle owners, and 99% of current electric vehicle owners considering another electric vehicle for their next purchase [11] - Consumers are increasingly seeking comfort and spaciousness in vehicles, which pure electric models can provide due to their design advantages over internal combustion engine vehicles [11] Competitive Landscape - NIO has emerged as a leading player in the pure electric vehicle market, achieving significant monthly delivery milestones and establishing a strong competitive position through extensive R&D and a focus on electric technology [13][14] - The competitive dynamics in the electric vehicle sector are characterized by the need for deep technological expertise and substantial investment, making it challenging for new entrants without prior experience [17] Technological Barriers - The complexity of electric vehicle technology, including core components and supply chain management, presents significant barriers for traditional manufacturers attempting to transition to electric models [3][17] - NIO's investment in battery health management and charging infrastructure has positioned it favorably in the market, allowing it to address consumer concerns about battery longevity and charging convenience [18]