北汽极狐全年销售16.3万辆，同比增长101%，连续两年销量翻倍，极狐T1和全新阿尔法T5助力极狐月 销站稳2万辆台阶。北京越野全年销量超20万辆，同比增长38%，BJ40大单品连续11个月位居硬派越野 销量冠军，BJ40增程连续9个月位居增程式方盒子销量冠军。享界汽车凭借颜值与实力破圈，月销破万 辆，品牌"悦己"理念深入人心，稳居30万-50万元新能源轿车市场第一，享界S9T单月销量超越国内同类 产品全年销量。北汽福田围绕新能源、国际化、重卡"三大核心领域"持续发力，以年销超65万辆继续稳 居行业第一，实现新能源、出口业务双第一，重卡业务增速居行业前列。 转自：北京日报客户端 1月9日，北汽集团公布2025年成绩单。过去一年，北汽集团实现整车销量175.2万辆，同比增长5.6%， 自主品牌销量达107万辆，新能源及国际业务表现亮眼，增速创历史新高。2025年是北汽集团"三年跃升 行动"开局之年，北汽集团已初步实现结构重塑与质的跨越，站上了新的发展台阶，迈进了新的发展阶 段！ 自主乘用车爆发式增长 自主商用车保持行业第一 2025年，北汽自主品牌乘商协同发力，全年销量超107万辆，占比达61%，依靠多款明星车 ...

1月9日，北汽集团公布2025年成绩单。过去一年，北汽集团实现整车销量175.2万辆，同比增长5.6%，自主品牌销量达107万辆，新能源及国际业务表现 亮眼，增速均大幅跑赢行业，创历史新高。"三年跃升行动"开局之年，北汽集团已初步实现结构重塑与质的跨越，站上了全新的发展台阶，迈进了全新的发 展阶段！ 自主乘用车爆发式增长 自主商用车保持行业第一 2025年，北汽自主品牌乘商协同发力，全年销量超107万辆，占比达61%，依靠多款明星车型拉动品牌辨识度与影响力的持续提升。 北汽极狐全年销售16.3万辆，同比增长101%，连续两年销量翻倍，极狐T1和全新阿尔法T5助力极狐月销站稳2万辆台阶。北京越野全年销量超20万辆， 同比增长38%，BJ40大单品连续11个月位居硬派越野销量冠军，BJ40增程连续9个月位居增程式方盒子销量冠军。享界汽车凭借颜值与实力破圈，月销破 万，品牌"悦己"理念深入人心，掀起一场"新豪华革命"，稳居30万-50万元新能源轿车市场第一，"最美旅行车"享界S9T单月销量超越国内同类产品全年销 量。北汽福田围绕新能源、国际化、重卡"三大核心领域"持续发力，以年销超65万辆继续稳居行业第一，实现新能 ...

Core Insights - The high-end MPV market in China has experienced a compound annual growth rate of over 10%, significantly outpacing the overall automotive market growth, driven by a collective awakening to the value of mobile space [1] - The Mercedes-Benz V-Class MPV embodies the concept of "luxurious space," which is not merely about size but a precise deconstruction of business travel scenarios, reflecting the importance of both appearance and practical value in Chinese business culture [1][2] - The shift in business culture from "efficiency first" to "effectiveness first" underpins the sustained growth of the luxury MPV market, emphasizing value creation over mere output [4] Market Trends - The Chinese business travel market is undergoing a silent revolution focused on value redefinition rather than speed competition, with sustainability becoming a guiding principle for decision-making and product design [2][6] - The recognition that time is the most scarce resource and space is its container is reshaping the understanding of value in business travel, with the V-Class MPV providing a conducive environment for deep work [4] - The transition towards a green growth paradigm is being established, with carbon emissions becoming a critical indicator of corporate health, as seen in Mercedes-Benz's carbon neutrality practices in China [6][9] Innovation and Localization - Mercedes-Benz's localization of R&D in China signifies a shift from "market for technology" to "market creating technology," with Chinese teams leading global projects [5][11] - The collaboration with local partners, such as Tsinghua University for a localized recycling system, highlights the integration of international experience with Chinese conditions to form sustainable business models [7] - The establishment of a complete network from R&D to digital services in China allows for rapid iteration of new electric and intelligent technologies tailored to local user needs [13][14] Future Outlook - The future of the business travel market in China will see a continued elevation of spatial value, with mobile spaces evolving into multifunctional environments for work, rest, and social interaction [16] - The ongoing green transformation in the automotive industry will redefine competitive logic, with sustainable practices becoming integral to luxury automotive standards [16][18] - The expansion of intelligent boundaries through the commercialization of autonomous driving technology will fundamentally change the relationship between vehicles and users, with Mercedes-Benz's innovations in human-machine interaction setting a benchmark for the industry [16][19]

每经编辑｜蒙锦涛 当时间的指针转向2026，"活力"二字成为中国经济更深层的期待。 这不仅意味着增长，更代表着在复杂变局中锻造韧性、在开放合作中激发创新、在以人为本中实现可持续的未来图景。一个强大而富韧性的国内市场，正 成为支撑产业升级、保障经济安全、孕育全球竞争力的坚实底座。在这一宏观背景下，作为国民经济重要支柱的汽车产业，也站在了转型与价值重塑的关 键节点。 对于梅赛德斯-奔驰而言，2026年同样是迎难而上、深化本土融合的重要一年。面对行业结构性调整与市场竞争的挑战，梅赛德斯-奔驰展现出长期主义者 的定力——不追逐短期喧嚣，将目光聚焦于通过扎实的技术创新、深度的开放合作与坚定的可持续实践，来构筑面向未来的体系竞争力。这并非简单的市 场应对，而是其深耕中国数十载后，与中国经济发展脉络的一次深度协同：以"奔驰标准"所代表的品质与安全为基石，以"中国速度"所蕴含的创新与活力 为引擎，共同驱动出行价值的重构。 这份"活力"，体现在梅赛德斯-奔驰将最前沿的电动化、智能化技术在中国市场率先落地；体现在其将研发的根须更深地扎进本土土壤，与中国的科技伙 伴共创共赢；更体现在其将绿色生产与循环经济的理念贯穿全价值链，积极响 ...

Group 1 - The global automotive industry is facing unprecedented challenges, with over 55,000 jobs lost in the past two years in Germany alone, and more than 100,000 layoffs reported worldwide in the last year [1][2] - In contrast, China's automotive sector is thriving, with significant advancements in smart electric vehicles and a robust supply chain, positioning itself as a global leader in the industry [1][3] Group 2 - 2025 is seen as a critical year for automotive manufacturers, with a focus on survival in the face of electrification and the need for innovation in smart technologies [2][10] - China's automotive industry has rapidly evolved, achieving over 30 million annual vehicle sales and over 50% penetration of new energy vehicles, showcasing its ability to catch up and lead in the electric transformation [3][10] Group 3 - Major automotive companies are balancing tradition and innovation, with firms like Mercedes-Benz adapting to local markets while maintaining high safety and quality standards [4][5] - The innovation paths of foreign and Chinese companies are converging, with a blend of cautious planning and agile execution becoming the norm in the industry [5][6] Group 4 - A significant debate is ongoing regarding the technical routes for intelligent driving, with different approaches such as Tesla's vision-based system and Huawei's lidar-based system highlighting diverse innovation strategies [6][7] - The introduction of mandatory safety standards for L2-level driving assistance in China marks a shift towards a more regulated and safety-focused industry [8][9] Group 5 - The Chinese government is facilitating the development of L3-level autonomous driving, with expectations for standards to be established soon, indicating a strong push towards advanced automated driving technologies [10][11] - The competitive landscape in China's smart driving sector is characterized by a diverse ecosystem of companies, fostering innovation and adaptability across various scenarios [10][11]

Core Insights - The Guangzhou Auto Show showcases a significant shift in strategy among multinational automotive companies, emphasizing localization and adaptation to the Chinese market [1][2][4] Group 1: Market Dynamics - Domestic brands hold a 65% retail market share and a 46.7% penetration rate in the new energy vehicle sector, prompting joint ventures to adapt their strategies [1] - Multinational companies are moving away from a "one car sells globally" approach, recognizing the need for deep engagement in the Chinese market [2][4] Group 2: Strategic Changes - Companies like Dongfeng Nissan are adopting a "GLOCAL" model, investing over 10 billion yuan in R&D and empowering local teams with decision-making authority [2] - Toyota has implemented a "China Chief Engineer" system, allowing local teams to make decisions without extensive approval from Japan [3] Group 3: Product Development - Dongfeng Nissan introduced the N6 plug-in hybrid, showcasing the results of its localized R&D efforts [2] - GAC Toyota's new models, including the Platinum 7, are designed specifically for the Chinese market, demonstrating the effectiveness of local team-led development [3] Group 4: Technological Advancements - The auto show highlighted advancements in smart technology, with companies like SAIC Volkswagen and Dongfeng Nissan integrating localized features such as dialect recognition and smart driving systems [5][6] - The focus on user experience is evident as companies aim to enhance product offerings through localized technology [6] Group 5: Pricing and Product Strategy - Many brands are adopting a strategy of increasing product features while lowering prices to better compete with domestic brands [7][9] - Mercedes-Benz and BMW have introduced new models with enhanced features at competitive price points, indicating a shift towards more consumer-friendly pricing strategies [7][8] Group 6: Industry Transformation - The transformation in the automotive industry is driven by the rise of domestic brands and the need for multinational companies to adapt to a changing market landscape [9]

Core Viewpoint - The Guangzhou Auto Show highlights the shift of multinational automotive companies towards localization and adaptation to the Chinese market, as they face increasing competition from domestic brands. Group 1: Market Dynamics - The Guangzhou Auto Show features 1,085 vehicles, with 629 being new energy models, indicating a strong presence of electric vehicles in the market [1] - Domestic brands hold a 65% retail market share and a 46.7% penetration rate in new energy vehicles over the first ten months [1] - Multinational brands are moving away from a "one-size-fits-all" approach and are instead focusing on localized research and development to better meet Chinese consumer demands [2][4] Group 2: Strategic Changes - Companies like Dongfeng Nissan are adopting a "GLOCAL" model, investing over 10 billion yuan in R&D and expanding their local teams to over 4,000 people [2] - Toyota has implemented a "China Chief Engineer" system, granting local teams full decision-making authority, which has led to successful product adaptations like the new RAV4 [3] - Volkswagen is launching a new product series, ID.ERA, aimed at the Chinese market, with plans to introduce multiple models from 2026 [3] Group 3: Technological Advancements - The auto show showcases advancements in smart technology, with companies like SAIC Volkswagen and Dongfeng Nissan introducing intelligent cockpit systems that cater to local user preferences [5][6] - Dongfeng Nissan's new model features a "scene-based intelligence" concept, integrating local services and real-time updates [6] Group 4: Product and Pricing Strategies - Brands are focusing on creating products tailored to the Chinese market, with competitive pricing strategies that include lowering prices and enhancing configurations [7][9] - Beijing Benz's new electric CLA model is priced competitively within the mid-range of domestic brands, reflecting a shift in luxury brand strategies [7] - BMW and Audi are also enhancing their product offerings with better configurations and competitive pricing, indicating a broader trend among luxury brands to adapt to local market demands [8][9]

Core Insights - The Guangzhou Auto Show showcases a significant shift in the automotive industry, with 629 out of 1,085 vehicles being new energy models, indicating a strong focus on electric and hybrid vehicles [1] - Joint ventures and luxury brands are adapting to the Chinese market by localizing their research and development efforts, as evidenced by their increased market share and penetration rates in the new energy vehicle sector [2][3] Group 1: Market Trends - Domestic brands hold a 65% retail market share and a 46.7% penetration rate in new energy vehicles, prompting foreign brands to localize their strategies [2][3] - The shift from a global product strategy to a localized approach is evident, as companies recognize the need to actively engage with the Chinese market [3][16] Group 2: Strategic Changes - Companies like Dongfeng Nissan are investing over 10 billion yuan in R&D and expanding their local teams to enhance decision-making capabilities [3][5] - Toyota has implemented a "Chief Engineer in China" system, allowing local teams to make decisions without extensive approval from Japan, reflecting a commitment to local market needs [5] Group 3: Product Development - New models such as Dongfeng Nissan's N6 and Toyota's RAV4 are results of localized development, showcasing the importance of understanding local consumer preferences [3][5] - The introduction of new energy vehicles and hybrid models at the auto show highlights the industry's response to changing consumer demands [1][6] Group 4: Technological Advancements - The integration of smart technology in vehicles is becoming a key focus, with companies like SAIC Volkswagen and Dongfeng Nissan showcasing advanced features tailored to Chinese consumers [8][11] - The use of local dialect recognition and adaptive driving systems indicates a significant step towards enhancing user experience in the Chinese market [8][11] Group 5: Pricing Strategies - Many brands are adopting strategies that involve increasing product features while lowering prices to better compete with domestic brands [12][14] - The introduction of competitively priced models with enhanced features, such as the new electric CLA from Beijing Benz, signifies a shift towards more consumer-friendly pricing [14][15] Group 6: Competitive Landscape - The transformation in the automotive sector is driven by the rise of domestic brands, which has created pressure on foreign companies to innovate and adapt [16]

Core Insights - The 2025 Guangzhou Auto Show opened on November 21, featuring Mercedes-Benz showcasing 29 models across its four brands: Mercedes-Benz, Mercedes-AMG, Mercedes-Maybach, and G-Class, emphasizing the concept of "oil-electric equivalence" and innovative technology [1] Group 1: Concept Cars and Innovations - The Mercedes-AMG GTXX concept car made its Chinese debut, built on the AMG.EA platform, featuring three innovative axial flux motors with a peak power exceeding 1000 kW (approximately 1360 horsepower) and a top speed of 360 km/h [2] - The vehicle's high-performance battery utilizes NCMA four-element positive and silicon-based negative materials, achieving an energy density exceeding 300 Wh/kg, and can add 400 km of range with just 5 minutes of charging [2] - The Mercedes-Benz Vision Iconic concept car was also unveiled, showcasing a new shield-shaped grille design and advanced technologies such as solar coating, L4 autonomous driving, and steer-by-wire systems [3] Group 2: Product Line Updates - The Mercedes-Benz C-Class has been updated with a 2.0T engine and 48V ISG electric motor across the entire lineup, featuring enhanced comfort and technology options [3] - The E-Class family has introduced the E260L Classic version, with all models upgraded to include navigation assistance and heated front seats, while high-end models feature advanced lighting and climate control systems [4] - The S-Class continues its flagship status with standard navigation assistance and AIRMATIC air suspension across the range, introducing new models like the S400L special edition [4] Group 3: Electric Vehicles and Consumer Engagement - The all-new Mercedes-Benz pure electric CLA was launched, featuring a long-range champion limited edition with a CLTC range of 866 km and equipped with advanced safety features [5] - The brand is hosting the "Star Motion City Party" event from November 21 to 28, allowing consumers to experience the new electric CLA through various interactive activities [5] - Mercedes-Benz continues to support automotive culture by participating in the 1000 Miglia Experience China event, showcasing classic and current models [5]

Core Insights - The domestic automotive market is entering a critical phase in Q4 2025, with multiple significant new models set to launch, covering the core price range of 200,000 to 500,000 yuan, which will reshape competitive dynamics [1] Sedan Segment: New Energy and Fuel Models - New sedans launching in Q4 range from 120,000 to 300,000 yuan, featuring technological upgrades to enhance competitiveness while addressing family users' needs for comfort and practicality [3] - Mercedes-Benz's new pure electric CLA is positioned as a compact electric sedan with a pre-sale price of 259,000 to 299,000 yuan, featuring advanced technology tailored for the Chinese market [4][6] - Dongfeng Nissan's N6 is a mid-size plug-in hybrid sedan, emphasizing high cost-performance and family comfort [7][9] - Geely's fifth-generation Emgrand targets the national family car market with comprehensive upgrades in design, size, power, and intelligence [10][12] - Lantu's Zhaiguang L is a mid-large plug-in hybrid sedan that combines technological luxury with Chinese aesthetics [13][15] SUV/MPV Segment: Focus on Size and Premium Features - New SUVs and MPVs in Q4 emphasize space expansion and luxury features across various price ranges, catering to family users' needs for spaciousness and high-end consumers' demands for safety and technology [17] - Leap Motor's D19 is a flagship large-range extender SUV targeting the 250,000 to 300,000 yuan market, featuring a design that blends family elements with high-end luxury [18][20] - Jietu's Zongheng G700 is a mid-large SUV with a pre-sale price of 349,900 to 429,900 yuan, designed for the high-end off-road market [21][23] - Buick's Zhijing Shijia is a high-end new energy MPV based on the Xiaoyao architecture, offering both PHEV and pure electric versions [24][26] - iCAR's V27 is a new mid-large hard SUV with a retro design and long range, featuring a powertrain that includes a 1.5T engine and electric motor [27][29] Conclusion - The automotive market in Q4 2025 is poised for an explosion of new energy models, with both pure electric and plug-in hybrids advancing, while intelligent technology configurations will become a focal point of competition. Consumers will find options that meet their needs for both cost-effectiveness and technological experience [1][29]