Core Viewpoint - The resurgence of joint venture vehicles in the Chinese automotive market is attributed to their recent sales increase, particularly in the new energy vehicle (NEV) segment, after a period of decline due to the rise of domestic brands [1][6]. Group 1: Sales Performance - Joint venture NEVs have seen a significant sales increase in May and June, with companies like GAC Toyota and Dongfeng Nissan achieving record sales [3]. - Dongfeng Nissan's N7 model, launched in late April, sold over 3,000 units in May and doubled its sales in June, with total pre-orders exceeding 20,000 by mid-June [3][4]. Group 2: Market Dynamics - The decline of joint venture vehicles in the past decade was primarily due to the rapid rise of domestic brands focusing on smart and electric vehicles, which led to a loss of market share for joint ventures [6][7]. - Joint ventures faced challenges due to their reliance on foreign technology and slow product updates, which did not meet the evolving demands of Chinese consumers for innovation and personalization [6][7]. Group 3: Strategic Shifts - In response to market pressures, joint venture brands are reforming by adopting successful strategies from domestic brands, particularly in areas like intelligent driving and smart cockpit features [9]. - Joint ventures are increasingly incorporating advanced technology and comfort features into their vehicles, enhancing their competitiveness in terms of price-performance ratio [9]. Group 4: Collaborations and Consumer Behavior - Many joint venture brands are collaborating with tech companies like Huawei and Xiaomi to leverage their strengths in technology and software development, leading to improved product competitiveness [11]. - Consumers are becoming more pragmatic, prioritizing value and actual experience over brand prestige, prompting joint ventures to enhance their product offerings and adjust pricing strategies [13].

M.A.D.E产业研究价格指数由安路勤发布，反映乘用车市场终端价格、优惠变化的综合指数体系 整体市场价格变化指数 点 击 蓝 字 关 注 我 们 本文全文共 2431 字，阅读全文约需 8 分钟 二、2025 M.A.D.E产业研究·整体优惠变化指数—2月 三、2025 M.A.D.E产业研究·各车身形式指数—2月 轿车市场 一、 2025 M.A.D.E产业研究·整体价格变化指数—2月 MADE·2月整体市场价格变化指数为-9.75，市场成交均价14.93万 i. 本月市场整体成交均价较上月下降11,853元，环比下降7.36% ii. 本月轿车、SUV和MPV市场终端成交价格均有所下降，轿车市场（10.82%↓）、SUV市场 （3.55%↓）、MPV（3.96%↓） MADE·2月整体市场优惠变化指数为-0.48，市场优惠幅度2.71万 i. 本月市场整体优惠幅度较上月下降3,126元，环比下降10.4% ii. 本月轿车和MPV市场有所下降，SUV市场基本持平SUV（0.1%↑），其中轿车（20.1%↓）、 MPV（5.1%↑） SUV市场 MPV市场 新能源市场价格变化指数 一、2025 M.A.D. ...

撰 文 / 孟 为 设 计 / shelly 2024年，中国新能源市场继续高歌猛进，以1286.6万辆的销量，同比增长35.5%，新能源市场渗透 率超过47%。 市场的激烈淘汰赛，也让车企品牌的表现愈发分化，动力电池市场的格局，也在这样的分化之下， 发生了微妙的变动。 2024年，零跑汽车全年累计交付新车近30万辆，同比增长超100%，超额完成25万辆的年销量目 标；上汽通用五菱全年销量达1540077辆，其中新能源销量达800000辆，占比超50%，同比增长 63%。 上汽通用别克GL8 PHEV自2024年6月上市后，月销量稳定在每月3000-4000辆，成为推动GL8重新 杀回月度销量榜首的重要车型；广汽传祺通过推出PHEV的E8车型快速切入家庭MPV市场，该核心 产品的销量迅速爬升，在24年四季度月均销量超过6000台、一汽红旗在新能源车上开始加大对 PHEV的投入，整体能源汽车销量已在持续增长。 核心客户业绩的增长，也给正力新能带来了增长的机会。 2024年国内动力电池企业装车量中，正力新能排名第9，装车量9.85GWh，市场占比1.8%，连续三 年持续增长。 2025年，零跑汽车的销量目标是要超 ...