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增程能再救一次合资和豪华品牌们么?
Hu Xiu· 2025-07-10 09:23
Core Insights - The article discusses the resurgence of range-extended electric vehicle (REEV) technology among joint venture and luxury brands, highlighting its potential to influence their future product strategies [1][8][39] - Companies like SAIC Volkswagen and GAC Toyota are set to introduce new vehicles utilizing REEV technology, while BMW and Mercedes-Benz are also considering entering this market [2][7][27] - The article reflects on the initial skepticism surrounding REEV technology, particularly during the early days of Li Auto, and contrasts it with the current renewed interest from established brands [6][22][39] Group 1: Industry Trends - The adoption of REEV technology is seen as a strategic pivot for traditional and luxury brands, which previously focused on pure electric and hydrogen technologies [8][22] - GAC Toyota's decision to implement REEV in models like the next-generation Highlander and Sienna indicates a shift towards more family-oriented vehicles [10][12] - The article notes that GAC Toyota's diverse powertrain options, including hybrid and hydrogen, make their move into REEV somewhat unexpected [9][10] Group 2: Company Strategies - SAIC Volkswagen's "Joint Venture 2.0" strategy emphasizes a collaborative approach, integrating local technology and consumer insights into product development [18][20] - The article highlights that the success of GAC Toyota's recent models is linked to their willingness to empower local teams, suggesting that this approach could enhance their competitiveness in the domestic market [17][21] - BMW's exploration of REEV technology for models like the sixth-generation X5 reflects a broader trend among luxury brands to reconsider their technological strategies in response to market demands [27][29] Group 3: Consumer Insights - The article emphasizes that consumer preferences in China are shifting towards vehicles that offer low energy consumption, convenient refueling options, and extended range, rather than a strict adherence to specific technologies [27][39] - Li Auto's focus on creating a "mobile home" experience for users illustrates the importance of addressing practical consumer needs in the design of electric vehicles [35][39] - The discussion around REEV technology serves as a litmus test for how well traditional brands can adapt to the evolving expectations of Chinese consumers [37][39]
中升豪赌代步车,打的什么算盘?
Core Insights - The automotive dealership industry is facing significant challenges, with scale becoming a potential liability rather than an asset, and transformation being essential for survival [3][4] - The domestic leading automotive dealer, Zhongsheng Group, is successfully navigating this transformation by investing heavily in high-quality replacement vehicle services [3][5] Group 1: Industry Challenges - The automotive dealership sector is experiencing a downturn due to chaotic pricing competition, leading to store closures and financial strain on various dealership groups [3][4] - Many dealerships are resorting to inventory liquidation strategies, which are seen as desperate measures rather than proactive business strategies [8] Group 2: Zhongsheng Group's Strategy - Zhongsheng Group has made substantial investments in acquiring luxury vehicles for replacement services, purchasing 1,500 Mercedes-Benz vehicles to enhance customer service during maintenance periods [4][5] - The company has also established strategic partnerships, such as with FAW Audi, to expand its service offerings and improve customer experience [4][5] Group 3: Service Innovation - The replacement vehicle service is becoming a significant extension of Zhongsheng Group's after-sales service, with over 170,000 instances of service provided in 2024, averaging more than 450 services per day [5][8] - By offering high-quality replacement vehicles, Zhongsheng Group aims to enhance customer loyalty and satisfaction, with reported increases in repurchase rates by 15% to 20% and referral rates by over 30% [8][9] Group 4: Cost Considerations - The high costs associated with purchasing luxury vehicles for replacement services pose a challenge for many dealerships, with significant financial investments required [11][12] - Industry experts suggest that dealerships may need to explore alternative models, such as leasing vehicles, to mitigate the financial burden while still providing quality service [11][12]
中国汽车产业迎接“出海2.0时代”要做到三点
Zheng Quan Ri Bao· 2025-06-25 16:24
除了产品物理适配外,只有实现生活方式、审美价值、使用习惯等隐性维度的文化融合,才能打造产品 的核心生命力。 二是以合规经营为底座,构建前瞻性与全链条的合规"护城河"。当下,海外市场法规正经历深刻重构, 如欧盟新电池法从回收责任溯及至原料获取,美国《通胀削减法》对产业链本土化提出细致要求,更有 围绕数据流动、AI伦理等前沿议题树起的规则高墙……总之,持续走高的合规成本已成为高悬在"出 海"车企头顶的达摩克利斯之剑。 在泰国曼谷素万那普机场的巨幅广告屏上,比亚迪(002594)汉EV与奔驰EQS并肩闪耀;挪威街头, 蔚来换电站与特斯拉超级充电桩共同构成了一道独特风景线;巴西里约热内卢港口,贴着长城标志的汽 车滚装船正在卸载一批新车……数据显示,今年前5个月,中国汽车累计出口283万辆,同比增长16%, 稳居全球汽车出口榜首。 当前,我国汽车产业正站在全球化征程的关键节点,中国车企正加速完成从"市场换技术"到"技术换市 场"的角色转换。同时,中国车企"出海"已从"投资建厂"延展到"技术赋能",迈向了更深嵌入全球价值 链的"出海2.0时代"。 笔者认为,在中国汽车产业"出海2.0时代",车企应从文化融合、合规经营以及 ...
宝马和奔驰的电车跑得比EPA预估里程更远
汽车商业评论· 2025-06-07 14:35
设 计 / 琚 佳 来 源 / w w w. c o n s u m e r r e p o r ts. o r g , i n si d e e v s. c o m 即便是最狂热的电动汽车支持者也会告诉你,通常情况下,你所预期的续航里程与电动汽车实际续 航里程之间往往存在很大差距。电动汽车的实际续航里程会受到许多因素的影响,比如外界温度、 轮胎状况、加速的平顺程度以及在公路上的行驶速度等。 许多电动汽车的宣传续航里程与它们在公路长途旅行中实际能行驶的里程之间存在显著差异,正如 《消费者报告(Consumer Reports)》的测试所显示的那样。当以70英里/时(112公里/时)的恒定 速度行驶时,CR测试的一些车辆的实际续航里程比其宣传的续航里程短达50英里(约80公里), 而另一些车辆则超过了其宣传的EPA预估值——有的甚至超过70英里(112公里)。 "当你远离家乡且没有可靠的充电设施时,续航里程就显得尤为重要。"CR汽车测试开发部门的副 总监亚历克斯·克尼泽克(Alex Knizek)说道。"如果在公路上没电了,你可能就需要被拖走,这既 不方便又成本高昂。" 但与传统汽车和混合动力车的里程估算不同 ...
被异化的汽车“风阻系数”,一场没有裁判的“行业内耗”
Hua Xia Shi Bao· 2025-05-16 02:35
华夏时报(www.chinatimes.net.cn)记者 刘凯 北京报道 但对燃油车而言,风阻始终是"次要矛盾"。一台2.0T发动机在120km/h巡航时仅需20—30kW功率,即便 风阻系数增加0.02Cd,额外功耗仅数kW,被变速箱的功率调节能力轻松消化。直到电动车崛起,风阻 的权重被彻底重构。电驱系统高速工况效率下降快,且缺乏变速箱调节,风阻能耗呈二次方增长。数据 显示,120km/h时速下,风阻系数每降低0.01Cd,续航可提升10—16km。当主流电动车续航集中在 600km区间,这种提升直接关乎用户"能否抵达下一个充电桩"的心理安全感。 产品端,特斯拉的示范效应点燃了行业热情。Model S Plaid以0.208Cd刷新量产车记录后,车企纷纷将 风阻系数与"科技实力"绑定。奔驰EQS(0.20Cd)、智己L7(0.21Cd)、小米SU7(0.195Cd)等数据不 断突破极限,甚至催生出"每降低0.01Cd需投入2000万元研发成本"的行业传说。 2025年5月,新能源车行业接连陷入两场"参数风暴"。小米SU7 Ultra因碳纤维前舱盖的导流功能争议被 质疑"虚假宣传",而阿维塔12则因第三方实 ...
线控转向是“彻底的变革性创新”吗
汽车商业评论· 2025-05-13 14:57
撰 文 / 钱亚光 设 计 / 张 萌 最近,梅赛德斯-奔驰集团股份公司董事会主席康林松(Ola Kallenius)在公司第一季度财报电 话会议上向投资者透露,线控转向(Steering-By-Wire,SBW)系统将于明年在未命名的车型上 推出,这将使奔驰成为首家将此项技术量产的德国汽车制造商。 他谈到这套系统时说:"线控转向系统是一个彻底的变革性创新。"这套系统摒弃了传统的机械联动 装置,代之以通过电缆或电线传输电子信号来控制车辆转向的装置。也就是说,汽车的转向无需与 转向器建立任何物理连接,而是通过电子指令传递给方向盘装置。 5月13日,蔚来宣布ET9上采用的线控转向技术,刚刚获得联合国欧洲经济委员会E-Mark认证,这 意味着蔚来成为全球唯一获得中国和欧洲线控转向技术双认证的车企。 据 Allied Market Research 发布的一份报告称,到 2031 年,电控转向市场的价值预计将从 2021 年的 27 亿美元增长至 58 亿美元。据 Zion 市场研究公司称,到 2032 年,美国转向系统市场将达到 482.1 亿美元。 其实线控转向在上世纪50年代美国天合(TRW)就提出了概念,用控 ...
揭秘风洞测试江湖
第一财经· 2025-05-11 09:16
作者 | 第一财经 黄琳 葛慧 肖逸思 2025.05. 11 本文字数:4215,阅读时长大约6分钟 风,是一种由于气压不均而产生的空气流动现象,风阻是全球汽车设计师前赴后继对抗的阻力。过去 的一周,两场阿维塔12的风洞测试,掀起了全球汽车圈对风阻系数、风洞测试的热议,这两个看似 神秘的专业名词被一层层揭开面纱。 "如果问世界上什么人造风最昂贵,那应当是风洞测试吹出来的风。"在汽车工业发展过程中,这句话 广为流传。风洞测试的贵不仅在于建造风洞的费用超亿元,而且在于千万功率风机带来的每小时超万 元电费等。这些因素叠加后,直接导致了风洞测试的高昂收费。根据质疑阿维塔12风阻系数的博主 于2024年1月的发帖,他测试阿维塔12的天津中汽研风洞实验室费用为12万元/天。 某车企研发总院相关业务负责人李严告诉第一财经:"目前行业风洞按照小时收费,平均3万元/小 时,主要是庞大的能耗和昂贵的设备使用费。在汽车设计阶段(量产前),车辆进行风洞测试的次数 和主机厂的研发和仿真能力相关,一般最少要3次,一次8~16小时。" 尽管风洞测试昂贵,但并不妨碍车企对低风阻系数的追求。 尤其是自2021年特斯拉Model S宣传海报称 ...
揭秘风洞测试江湖:昂贵的人造风,吹出一场数字游戏
Di Yi Cai Jing· 2025-05-11 08:20
空气动力学性能研发的创新工具,却成为了品牌营销的数字游戏? 风,是一种由于气压不均而产生的空气流动现象,风阻是全球汽车设计师前赴后继对抗的阻力。过去的 一周,两场阿维塔12的风洞测试,掀起了全球汽车圈对风阻系数、风洞测试的热议,这两个看似神秘的 专业名词被一层层揭开面纱。 "如果问世界上什么人造风最昂贵,那应当是风洞测试吹出来的风。"在汽车工业发展过程中,这句话广 为流传。风洞测试的贵不仅在于建造风洞的费用超亿元,而且在于千万功率风机带来的每小时超万元电 费等。这些因素叠加后,直接导致了风洞测试的高昂收费。根据质疑阿维塔12风阻系数的博主于2024年 1月的发帖,他测试阿维塔12的天津中汽研风洞实验室费用为12万元/天。 某车企研发总院相关业务负责人李严告诉第一财经:"目前行业风洞按照小时收费,平均3万元/小时, 主要是庞大的能耗和昂贵的设备使用费。在汽车设计阶段(量产前),车辆进行风洞测试的次数和主机 厂的研发和仿真能力相关,一般最少要3次,一次8~16小时。" 尽管风洞测试昂贵,但并不妨碍车企对低风阻系数的追求。 尤其是自2021年特斯拉Model S宣传海报称其风阻系数已降至0.208Cd后,比拼低风阻 ...
全网吐槽的反人类设计,车企这回听劝了
3 6 Ke· 2025-05-09 01:18
Core Viewpoint - The automotive industry is witnessing a resurgence of physical buttons in vehicle designs, indicating that manufacturers are beginning to listen to consumer feedback regarding usability and safety concerns associated with touchscreens [1][20][22]. Group 1: Industry Trends - The trend of replacing physical buttons with touchscreens has been prevalent, with manufacturers emphasizing digital cockpit designs and larger screens, which have increased from 12 inches to 17 inches [1][20]. - Major automakers, including Volkswagen, Porsche, and Hyundai, are now reintroducing physical buttons, acknowledging that the previous reliance on touchscreens was a significant mistake [1][20][22]. - The 2023 Shanghai Auto Show highlighted this shift, with various companies announcing their commitment to integrating physical controls back into their vehicles [1][20][22]. Group 2: Consumer Feedback and Safety Concerns - Consumers have consistently criticized the safety and practicality of touchscreen controls, with reports indicating that operations can take an average of 22 seconds and have high error rates [3][19]. - A study by the UK Transport Research Laboratory found that using touchscreen systems can increase driver reaction times by 53% to 57%, significantly more than the effects of driving under the influence [16][19]. - The National Highway Traffic Safety Administration (NHTSA) reported that 18.7% of distraction-related accidents were linked to touchscreen operations, emphasizing the need for physical controls [19]. Group 3: Cost and Design Considerations - The shift towards touchscreens was partly driven by cost reduction strategies, as integrating functions into a single touchscreen can lower manufacturing costs compared to traditional button designs [8][7]. - However, the perceived high-tech appeal of large screens often masks the underlying cost-saving motives, with screens being procured for as low as $50 [8][7]. - The automotive industry is now recognizing that a balance between physical buttons and touchscreens is essential for optimal user experience and safety [24][22].
​晚点财经丨黄峥成中国首富;太古、恒隆地产利润下滑;万亿公募董事长被查
晚点LatePost· 2024-08-09 14:37
黄峥成中国首富 黄峥成中国首富 太古、恒隆地产利润下滑 万亿公募董事长被查 中芯国际利润率超预期增长 豪华电动车设计陷入两难 中国家庭去杠杆 关注《晚点财经》并设为星标,第一时间获取每日商业精华。 据彭博亿万富翁指数,拼多多创始人黄峥最新财富已经达到 486 亿美元,超过农夫山泉创始人钟睒睒 (474 亿美元),成为中国首富。 拼多多的公司价值低于腾讯、字节,(目前)也略低于阿里,但黄峥在拼多多上市前出让给投资方和 团队的股份比例低于其他大公司,至今仍持有拼多多 25% 的股份,远高于马化腾(7.4%)、马云 (3.9%)和王兴(9.6%)。黄峥的净资产巅峰是 2021 年 2 月时的 715 亿美元,一个月后,他卸任拼 多多董事长,转而研究食品科学和生命科学。今年年初以来,拼多多股价跌了约 5.7%,黄峥的个人 财富少了近 30 亿美元。 钟睒睒拥有农夫山泉 84.5% 的股份,并直接和间接持有上市药企万泰生物 73% 的股份。他的净资产 巅峰同样是在 2021 年 2 月,最多时有 974 亿美元,而且他从当年 4 月开始就一直是中国首富。自年 初以来,农夫山泉和万泰生物股价跌幅分别为 34.7% 和 9 ...