从濒临崩盘到集体上扬，合资车企的销量增长动力究竟何在？ 备受瞩目的合资车企电动化转型计划，是否到了"开花结果"的 时刻？ 作者： 周菊 封图：图虫创意 2024年合资车企销量全线下滑的颓势仍历历在目，但短短半年后，"逆袭"大戏就已上演。2025 年上半年，除了本田两家合资公司与东风日产仍未摆脱下滑态势外，其他合资车企均实现销量增 长。其中，一汽丰田以16%增速领跑，一汽-大众、上汽大众分别增长3.5%、2.3%，广汽丰田增 长11%，销量连续数年下滑的上汽通用也同比增长8.6%。 "目前尚未获取上半年完整的合资车企零售数据，但从今年1—5月销量来看，头部的德系和日系车 企，如大众、丰田均呈现正增长态势。大部分合资品牌在4月、5月的确呈现出降幅收窄、甚至由 负转正的趋势。"德勤中国企业技术与绩效事业群总裁周令坤向经济观察报表示。 从濒临崩盘到集体上扬，合资车企的销量增长动力究竟何在？备受瞩目的合资车企电动化转型计 划，是否到了"开花结果"的时刻？ 增量从何而来 过去的2024年，合资车企市场份额集体失守。其中，上汽通用同比下滑56.54%，日系三强在华 销量集体下跌（丰田跌6.9%、本田跌30.9%至十年来最低 ...

2024年合资车企销量全线下滑的颓势仍历历在目，但短短半年后，"逆袭"大戏就已上演。2025年上半年，除了本田两家合资公司与东风日产仍未摆脱下滑态 势外，其他合资车企均实现销量增长。其中，一汽丰田以16%增速领跑，一汽-大众、上汽大众分别增长3.5%、2.3%，广汽丰田增长11%，销量连续数年下 滑的上汽通用也同比增长8.6%。 "目前尚未获取上半年完整的合资车企零售数据，但从今年1—5月销量来看，头部的德系和日系车企，如大众、丰田均呈现正增长态势。大部分合资品牌在4 月、5月的确呈现出降幅收窄、甚至由负转正的趋势。"德勤中国企业技术与绩效事业群总裁周令坤向经济观察报表示。 从濒临崩盘到集体上扬，合资车企的销量增长动力究竟何在？备受瞩目的合资车企电动化转型计划，是否到了"开花结果"的时刻？ 增量从何而来 过去的2024年，合资车企市场份额集体失守。其中，上汽通用同比下滑56.54%，日系三强在华销量集体下跌（丰田跌6.9%、本田跌30.9%至十年来最低、日 产跌12.2%回到16年前水平）。 今年上半年，部分合资车企依靠燃油车实现"回血"。一汽-大众1—6月累计销售43.61万辆，同比增长3.5%。其中，燃油 ...

具体来看，今年上半年，一汽丰田销售新车37.78万辆，同比增长16%；一汽-大众销售新车43.61万辆， 同比增长3.5%；上汽大众上半年终端累计销售52.3万辆，同比增长2.3%；上汽通用累计销售24.51万 辆，同比增长8.64%；广汽丰田累计销量36.42万辆，实现同比正增长。 近期，各大车企陆续公布上半年销量成绩，令人意想不到的是，主流合资车企销量普遍增长，呈现出强 劲的回暖态势。其中，一汽丰田、一汽-大众、上汽大众、上汽通用、广汽丰田等头部企业均实现同比 增长，最高增幅达16%。 销量回暖背后，是合资车企"油电并进"战略成效初显：一方面，其通过"油电同智"策略对燃油车进行智 能化升级，稳固了核心基盘；另一方面，不少合资品牌加速向"研发2.0"转型，通过决策本土化、供应 链本土化，快速推出具有竞争力的电动化产品。同时，"一口价"营销策略的全面铺开，以价格透明化与 大幅优惠重塑消费体验，也成为拉动合资车企销量的重要推手。 "油电同智"守住燃油车基盘 通过"油电同智"策略对燃油车进行智能化升级，主流合资车企较好地稳住了燃油车基盘；而全新电动化 产品的加快推出，又扭转了其在新能源市场的弱势地位。 长期以来， ...

Core Insights - The "2025 Data Intelligence Conference" was held in Beijing, where the China Academy of Information and Communications Technology (CAICT) released the "AI Agent Industry Map 1.0" to outline the landscape of the AI agent industry, core technologies, and commercial pathways [1][3] - Kaimiride was recognized as one of the first representative vendors in the "Marketing AI Agent" category due to its self-developed AI agent platform and deep applications of AI in the financial sector [1][3] Industry Overview - The rapid development of AI technologies, particularly large models, is transforming AI from a singular application into a core engine driving the transformation of various industries [3] - The "Government Work Report 2025" emphasizes the continuation of the "Artificial Intelligence +" initiative, supporting the widespread application of large models [3] Company Highlights - Kaimiride's AI agent platform integrates cutting-edge AI technologies, featuring capabilities in intelligent perception, autonomous decision-making, efficient execution, and real-time feedback, while supporting mainstream large model access and secure private deployment [4] - In marketing scenarios, the platform enhances efficiency in peer marketing by intelligently analyzing and generating recommendation lists for peer clients, significantly improving the efficiency of traditional client selection methods [5] - The platform also upgrades retail marketing by deeply understanding customer needs and risk preferences, intelligently recommending suitable financial information and investment products, thereby enhancing customer experience and conversion rates [5] - The recognition in the "AI Agent Industry Map 1.0" marks a significant milestone for Kaimiride in the integration of AI and financial technology innovation [5] - Kaimiride plans to increase R&D investment and deepen the application of AI agent technology in financial scenarios, aiming to provide smarter and more efficient solutions for financial institutions [5]

从巅峰时接近70%市场份额，到如今不到40%，合资品牌要想在自主和新势力的围追堵截中破局，的确 不是易事。 但市场不会一成不变——尽管舆论的目光仍然被话题不断的新势力吸引，但5月份的销量数字揭示了一 个被忽视的现象。 从一汽-大众、上汽大众，到广汽丰田、一汽丰田，乃至最近几年跌进谷底的上汽通用、北京现代、悦 达起亚，5月份，这些合资品牌的销量纷纷实现了逆势向上。 稳住油车销量只是一个方面，新能源领域吸取教训、广泛学习后的广汽丰田铂智3X、东风日产N7、一 汽丰田bZ5等新车，也开始逐渐同时收获口碑和销量。 | 品牌 | 销量(万辆) = | 同比变化 | | --- | --- | --- | | 上汽大众 | 8.7 | 4.3% | | 汽-大众 (大众品牌) | 7.3 | 2.8% | | 一汽丰田 | 6.8 | 24% | | 广汽丰田 | 6.2 | 1.82% | | 上汽通用 | 4.7 | 22.42% | | 北京现代 | 1.69 | 5.6% | | 悦达起亚 | 2.21 | 15.7% | | | 注:数据来源于车企官方数据,及行业协会数据 | | 部分合资品牌2025年5月销量 ...

撰 文 / 张霖郁 设 计 / 琚 佳 和国内价格战呈相反趋势的，是丰田在美即将涨价。 据外媒报道，2025年7月起，丰田将在美国市场上调部分车型售价。丰田品牌车型将平均涨幅约270 美元，雷克萨斯平均涨幅为208美元。 这项调整被丰田方面描述为"例行价格审查"结果，与美国政府近期对进口汽车及零部件实施的25% 关税"没有直接关联"。 这是丰田在两年时间内第二次在美国大范围上调价格。 早在2023年，丰田就曾宣布将旗下多款车型在北美市场的建议零售价上调3%至5%，当时的理由是 应对全球物流费用增加、原材料价格高企以及北美本土制造基地人力成本上涨等因素。如今，时隔 一年半，丰田再次启动新一轮调价，释放出其成本压力已进入新阶段的信号。 2025年初，特朗普（Donald Trump）签署命令对所有进口汽车及零部件征收25%的统一关税，其中 来自日本、韩国、德国的整车和零部件受影响最大。 虽然丰田在美国拥有多个本地工厂，如肯塔基州和得克萨斯州的整车与发动机生产基地，但包括电 子控制系统、变速器、混动模块在内的许多关键部件仍需从日本和泰国进口。 丰田内部财报披露的数据，仅美国新关税一项，预计将为其2025财年带来约1 ...

Core Insights - The core viewpoint of the articles is that domestic brands in China, particularly Geely, are making significant advancements in hybrid technology, exemplified by the launch of the Raytheon AI Electric Hybrid 2.0, which integrates AI to enhance fuel efficiency and performance [1][2]. Group 1: Technological Advancements - Geely's Raytheon AI Electric Hybrid 2.0 features multiple technological pathways, including Raytheon EM-i AI hybrid and Raytheon EM-P AI hybrid, showcasing rapid iteration in hybrid technology [1]. - The AI integration allows the system to predict road conditions, make intelligent judgments, and actively optimize fuel consumption, achieving a fuel consumption of 2.49L per 100km, which is over 30% lower than traditional hybrid systems [1][2]. Group 2: Market Growth and Competition - The hybrid vehicle market in China has seen a tenfold increase in sales from 2020 to 2023, with projections indicating that hybrid vehicle sales will reach 7.252 million units in 2024, capturing 40% of the new energy vehicle market [3]. - Domestic automakers, including Great Wall, BYD, and Chery, are intensifying their focus on hybrid technology, contributing to a competitive landscape as new entrants like Avita and Xiaopeng also explore hybrid offerings [3]. Group 3: Global Market Dynamics - Chinese brands have made significant inroads in the European market, with a 78% year-on-year increase in registrations, reaching a record 150,000 units, while plug-in hybrid sales surged by 368% [4]. - Despite advancements, Chinese automakers face challenges in the global hybrid market, particularly from Japanese brands like Toyota and Lexus, which still dominate with 80% market share [6].

Core Viewpoint - The Chinese automotive market continues to show positive growth, with production and sales increasing by 12.7% and 10.9% respectively in the first five months of the year, despite ongoing price competition revealing underlying issues in the industry [2] Group 1: Industry Trends - The China Automotive Industry Association reported that from January to May, the production and sales of automobiles reached 12.826 million and 12.748 million units respectively, indicating a strong market performance [2] - The ongoing price competition has prompted industry leaders to call for a reduction in "involution" among companies, encouraging a shift towards value-added services rather than price cuts [2] - Several automakers have begun implementing policies to counteract price competition by offering lifetime warranty services, aiming to enhance customer value and service rather than engaging in price wars [2][3][4] Group 2: Company Initiatives - GAC Toyota has introduced a lifetime warranty for its entire lineup, covering key components such as the engine and transmission, valued at approximately 8,000 yuan [2] - FAW-Volkswagen has also launched a lifetime warranty policy for its flagship SUVs, covering major systems without mileage or time limits, and has seen a significant increase in orders for its models [3] - Li Auto has rolled out a "lifetime warranty relay plan" for its Li ONE owners, allowing for the transfer of warranty benefits to new vehicle purchases [4] Group 3: Consumer Perception and Challenges - While lifetime warranties are seen as beneficial for both companies and consumers, there are concerns regarding the stringent conditions attached, such as requiring maintenance at authorized dealerships [8][9] - Some consumers have reported discrepancies between the advertised lifetime warranty and the actual coverage, leading to dissatisfaction and perceptions of misleading marketing [9][10] - The automotive industry is facing challenges in effectively implementing customer-centric policies, with many companies struggling to transition from traditional pricing models to value-based pricing [10]

6月第2周，众多车企陆续发布新技术、新规划，下面就回顾一下上周的车圈热点。 抵制"内卷式"竞争 多家车企宣布缩短供应商账期至60天内 自6月10日晚开始，包括广汽集团、一汽集团、东风汽车、比亚迪等十多家车企陆续宣布将供应商支付账期统一至60天内。据悉，此次承诺是车企对6月 1日正式施行的《保障中小企业款项支付条例》的积极响应。修订后的条例明确要求大型企业从中小企业采购货物、工程、服务时，应自交付之日起60日内 支付款项。 值得注意的是，《条例》还明确规定不得强制中小企业接受商业汇票、应收账款电子凭证等非现金支付方式，不得利用商业汇票、应收账款电子凭证等 非现金支付方式变相延长付款期限。 一众车企中，北汽集团和上汽集团表示放弃"商业承兑汇票"。其中，北汽集团宣布，全面取消商业承兑汇票等增加供应商资金压力的不合理结算方式， 缓解中小供应商现金流压力，夯实产业链供应链互信根基，维护健康的产业生态。 上汽集团表示，将供应商支付账期统一至60天内，并且不采用商业承兑汇票等增加供应商资金压力的结算方式，以实际行动践行国企责任，保障上下游 企业资金高质高效流转，推动合作伙伴更好协同运行。 外观内饰升级 全新一代长安UNI- ...

Core Viewpoint - GAC Toyota aims to leverage AI technology and local resources to achieve 80% production and sales of smart electric vehicles by 2030 [1] Group 1: R&D and Development Strategy - GAC Toyota's new development model is led by local engineers under the Regional Chief Engineer (RCE) system, focusing on integrating local suppliers and AI technology [2][5] - The decision-making power for the development of smart electric products has been transferred from Japan to China, allowing RCE to lead all model developments, including new and updated versions of key models like Sienna, Highlander, and Camry [2][5] - GAC Toyota is entering a "self-research 2.0 era," emphasizing the importance of local engineers in defining product specifications and driving innovation [5] Group 2: Product Platforms and Innovations - GAC Toyota is developing two dedicated new energy platforms: a compact car platform for A and B class vehicles and a high-compatibility platform for C and D class vehicles [9] - The first model on the compact platform, the Platinum 3X, has seen high demand, while the first model on the high-compatibility platform, the Platinum 7, is set to launch in Q1 next year [9] Group 3: AI Integration and Manufacturing - AI is being utilized to enhance product capabilities, making vehicles more intelligent and responsive to user needs [10][12] - GAC Toyota is implementing AI in manufacturing processes, achieving a defect rate of 0.008 units per vehicle and improving supply chain quality to a record low of 0.26 PPM [16] - The company has integrated over 40 patents in AI logistics, achieving zero inventory through advanced automation technologies [16]