大家好，我是 蔚来的销售顾问 ，今天 聊聊全新上市的蔚来ES8，看看这款车的具体情况。 销量如何?卖 得 最多的是什么配置和颜色？ 全新ES8比上一代差不多便宜了10万，加配的同时还减价了，所以上市就爆火。订车基本上4-5个月才能提车，不过之前有厂家的购置税兜底，所以订单还 比较稳定。 我们是商超体验店，因为这款车上市，热度一下子又起来。之前店里走了一部分同事，这次ES8又重新给了我们信心。 店里卖的基本都是六座版本，卖得最好的是六座行政豪华版，指导价40.68万，其次是六座行政签名版，指导价44.68万。卖得最少的是七座行政豪华版。颜 色方面还是以极夜黑和云白为主。 谁在看这个车？买车用户都是什么样的？ 大多数客户都是开公司的老板。有做建材的、有包工头、有干物流的，也有些是大企业的高管。年龄最集中的是在40-55岁之间，也有少部分35-40岁的， 基本都是男客户。 最近有个客户让我印象比较深，他的情况打破了我的认知。他是做什么行业的，我先卖个关子，一会儿给大家揭晓。 客户年纪和我差不多，有一台老款奥迪Q3，车子已经很多年了，说是25岁生日时送给自己的礼物。他没背景没有学历没有家里帮衬，从农村出来城里创业， ...

近日，有网友分享了从奔驰GLC换成小米YU7的体验和对比，并在结尾总结称"奔驰是面子，小米是里子"。随后，小米产业投资部合伙人潘九堂12月22日转 发了这一微博并评论"YU7在关乎日常体验的 "静、软、顺、智、装" 五个核心维度上，全面超越了我们的老款GLC。总结一句，奔驰是面子，小米是里子 ～"。 这名网友在图文中表示，9月中旬提了YU7，随后自驾2000公里深度体验了小米YU7。她认为，小米YU7在静谧性、座椅舒适、动力响应、智能体验四个方 面显著胜出，在储物空间方面和奔驰GLC五五开，在音响系统上奔驰GLC"略胜一筹，但感知不强"。 潘九堂的发言很快引发了网络关注，12月23日他再度发声，表示"这话不是我说的啊，这是一位车主的原话啊。另外，上市公司的高管名单都是公开的，我 就是一个普通的打工人，别这样断章截图坑我啊，打工人不坑打工人啊。" 官方资料显示，奔驰GLC是一款中型燃油SUV，官方指导价39.98-53.13万元，搭载2.0T发动机，有204马力和258马力两种动力调校，11月零售销量10840 辆。小米YU7是一款中大型纯电SUV，官方指导价25.35-32.99万元，CLTC纯电续航最高可达 ...

今年10月以来的传统旺季不旺，同质化产品销量下滑严重，B级SUV市场下滑较大，部分高端新款车型表现亮眼，而凯迪拉克全新XT5等部分车型实 现逆势增长，体现了主力车企的燃油车新品认可度较高。虽然今年4季度的负增长压力大，但"十四五"的车市增长已经很强，目前市场是补贴调整的 空档期。展望2026年的"十五五"开局的车市增长潜力仍较大。 1、2025年车市销量前高后平走势异常 智通财经APP获悉，乘联分会秘书长崔东树发文称，11月B级燃油SUV市场同比去年11月下滑27%，环比10月增长6%，增长压力较大。而其中的B级 豪华SUV市场同比去年11月下滑22.6%，环比10月增长14.6%，月度走势好于B级主流燃油SUV市场。今年冬季市场的传统旺季不旺，同质化产品销量 下滑严重，差异化产品表现亮眼，高端消费升级趋势明显。 2025年乘用车市场月度走势与往年反差较大，国内车市零售累计增速从1-2月增长1.2%，3-6月增长15%，7-9月增速徘徊在6%左右，到11月回落到下降 8%，9-11月车市销量基本走平，基本符合年初判断的"前低中高后平"的走势。 在油电同强的战略推动下，主流车企快速发展新能源SUV，而燃油SUV ...

Core Insights - The luxury brand ZunJie plans to expand its product lineup by introducing SUV and MPV models next year, adding to its existing S800 model, resulting in a total of three series and six models [1][4][24] - The new models will be positioned slightly below the S800, indicating a strategy to lower price barriers in the ultra-luxury market [4][5] - ZunJie aims to create a comprehensive product strategy that includes both upward and downward market coverage, with the S800 high-end version pushing price limits further [4][5] Product Strategy - ZunJie is completing its product category layout by covering sedans, SUVs, and MPVs, thereby solidifying its position in the ultra-luxury market [4][5] - The pricing strategy for the new models will be below 700,000 yuan, breaking the traditional pricing barriers of ultra-luxury brands [4][5] - The introduction of the high-end version of the S800 is expected to elevate the brand's market presence and pricing strategy [4][5] Market Dynamics - The aggressive expansion into multiple vehicle categories reflects a shift in the luxury market, where brands are compelled to diversify their offerings [5][24] - ZunJie's S800 has achieved significant sales, with over 18,000 units sold within 175 days of launch, outperforming traditional luxury models [6][7] - The brand's success is attributed not only to pricing but also to understanding the core needs of ultra-luxury consumers, such as advanced technology and unique user experiences [9][11] Financial and Technical Foundations - ZunJie's rapid product rollout is supported by a solid market foundation established by the S800, which has generated substantial sales and brand trust [6][7] - The company has a robust production capacity, with plans for a new factory capable of producing 200,000 electric vehicles annually, backed by significant investment [12][13] - The technological capabilities of the platform used for the S800 allow for the development of various vehicle types, ensuring feasibility for the new models [12][13] Challenges and Risks - There are concerns regarding product differentiation, as the new models may risk becoming too similar, potentially leading to a lack of unique identity in the ultra-luxury market [14][15][19] - The brand's ability to maintain premium pricing across its new models is uncertain, especially in a competitive market with established luxury brands [22][24] - The success of ZunJie's strategy will depend on its ability to create distinct value propositions for its new offerings, beyond just price [22][24]

Core Insights - The passenger car market is transitioning from price competition to refined operations, with a trend of "anti-involution" expected to continue into Q4 [1] - The overall market shows a stabilization in prices, with the average discount rate for passenger cars at 18.5%, a decrease of 0.3% month-on-month [1][2] - There is a significant structural differentiation within the industry, with domestic new energy brands having a notably lower discount rate compared to joint venture brands [1][2] Market Trends - In October, the average discount rate for traditional energy vehicles remained high at 26.3%, with an average price decrease of 900 yuan month-on-month and an increase of nearly 1600 yuan year-on-year [2] - New energy vehicles maintained a stable discount rate of 12.8%, with average prices showing little change month-on-month and a year-on-year increase of 1300 yuan [2] - The price strategies among different brand camps are increasingly differentiated, with domestic new energy brands like AITO and Xpeng having discount rates below 10% [2] Segment Analysis - The SUV market is experiencing intense competition, with major models like the Volkswagen Tayron and Mercedes-Benz GLC seeing average prices drop to historical lows, with declines ranging from 4200 to 8300 yuan [3] - Average discount rates for popular SUV models such as the Volkswagen Tiguan L and Buick Envision Plus have increased, reaching 25.7% and 29.2% respectively [3]

Order Situation - Average store new orders: 10 to 12 units [6] - Store visit ratio: 25% to 30% [6] - Increase in store visits: 50% to 70% [6] - Strong performance in first-tier cities, especially in the Sichuan-Chongqing region, driving overall test drive increases during the National Day holiday [8] Customer Profile - Age range of customers: 35 to 55 years [7] - Male proportion: 75% [7] - Customers are generally high-educated, high-income individuals who prioritize vehicle safety [10] - Customer sources are evenly split between traditional luxury brands (BBA) and new energy vehicle brands, with some long-term Volvo brand loyalists [10] Configuration Preferences - Main selling configuration: All-wheel drive with ultra-long range Plus at 319,900 CNY [9] - All-wheel drive vehicles account for 95% of sales, while two-wheel drive accounts for 5% [9] - Preferred color: Dawn Gray (main selling color) [9] - Higher proportion of full payments than expected, with most customers opting for the second-highest configuration [13] Competitive Comparison - Among 10 customers, 2 compared with Volvo XC60, 2 with AITO M7, 2 with traditional BBA fuel models (Q5L, GLC), and 1 with Li Auto L7 [12] - New energy vehicle customers are increasingly visiting showrooms, focusing on safety and performance when comparing with AITO M7 and market share when comparing with Li Auto L7 [15]

Core Viewpoint - Mercedes-Benz has firmly denied rumors of outsourcing engine production to BMW, emphasizing its commitment to in-house development of its new modular engine series, FAME, which meets stringent emission standards [3][5][10]. Group 1: Engine Development and Strategy - The FAME (Familie der Amodularen Motoren) series includes a comprehensive range of engines from four to twelve cylinders, designed to comply with the latest Euro 7, National 7, and US regulations [3][10]. - Mercedes-Benz aims to maintain its engine production entirely in Stuttgart, reinforcing its brand identity and commitment to high-quality engineering [5][10]. - The company plans to introduce a new V8 engine that meets the strictest emission regulations while retaining the V12 engine in its product line, showcasing confidence in its internal combustion engine technology [10][11]. Group 2: Competitive Landscape - The rivalry between Mercedes-Benz and BMW has persisted for over a century, with both brands maintaining unique identities in automotive manufacturing [7][14]. - Recent developments in interior design technology have seen both companies competing for innovation, with Mercedes-Benz introducing a large touchscreen interface in the new GLC, while BMW employs a "panoramic vision" display in the iX3 [6][9]. Group 3: Future Collaboration and Industry Trends - The automotive industry is witnessing a trend towards collaboration in non-core technology areas, as companies face high R&D costs and rapid technological advancements [14][16]. - Mercedes-Benz and BMW have formed partnerships in China to develop charging networks and electric vehicle production, indicating a shift towards cooperative strategies among traditional competitors [16].

Core Insights - The absence of foreign luxury car brands at major auto shows in China signals a significant shift in the automotive market, particularly as domestic electric vehicles (EVs) gain popularity [2][4][6] - Sales and profits for foreign luxury brands have plummeted, with notable declines in retail volumes and market share [2][3][5] Group 1: Market Trends - In July 2025, luxury car retail volume dropped to 170,000 units, a year-on-year decrease of 20%, with market share shrinking to 9.3% [2] - Specific brands faced severe declines: Porsche's sales fell by 28%, Maserati's by 58%, and the BBA brands (Benz, BMW, Audi) saw declines of 37.2%, 26.6%, and 21.7% respectively [2] Group 2: Cost and Profitability - Participation in auto shows incurs high costs, with expenses reaching millions, leading dealers to reconsider their marketing strategies amid declining sales and profits [3] - The luxury car market's profit margins have diminished significantly, prompting brands to engage in price wars to maintain market presence [4][5] Group 3: Consumer Behavior - The rise of affordable luxury vehicles has altered consumer perceptions, with many now viewing luxury cars as more accessible, leading to a shift in purchasing behavior [4] - Consumers are increasingly favoring second-hand vehicles over new luxury cars due to concerns over depreciation and value retention [5][6] Group 4: Competitive Landscape - Foreign luxury brands are struggling to compete with domestic EVs, which offer better value and faster product updates [6][7] - The market dynamics are shifting, with consumers becoming more rational and demanding better product experiences, which foreign brands have been slow to adapt to [6][7] Group 5: Future Outlook - The absence of luxury brands from auto shows does not indicate a complete withdrawal from the Chinese market but rather a necessary adaptation to new market conditions [7] - To survive, luxury brands must focus on enhancing product-market fit and accelerating technological advancements rather than engaging in price competition [7]

Core Insights - The launch of the AITO M8 pure electric version marks a significant entry into the 400,000 RMB SUV market, with a starting price of 359,800 RMB and six versions available [1] - The M8 pure electric version aims to fill the product gap in the "400,000 RMB pure electric SUV" segment, enhancing the brand's product coverage from range-extended to pure electric vehicles [1][4] - The M8 pure electric version has already seen strong demand, with over 7,000 pre-orders within two hours of its launch [1] Market Dynamics - The 400,000 RMB SUV market is currently led by the AITO M8 range-extended version, which sold 22,000 units in July, outperforming competitors like Audi Q5L and Mercedes-Benz GLC [2] - The pure electric SUV market remains fragmented, with top models like NIO EC6 and ES8 only achieving monthly sales in the low thousands, indicating a lack of established market leaders [3] - Consumer concerns regarding range, charging convenience, and safety continue to hinder the growth of pure electric vehicles compared to range-extended and fuel vehicles [3] Product Features - The M8 pure electric version features a 100 kWh battery from CATL, achieving a CLTC range of 705 km for the long-range version and 655 km for the all-wheel-drive version [4][5] - It supports ultra-fast charging capabilities, allowing users to charge from 30% to 80% in just 15 minutes, addressing range anxiety effectively [5] - The vehicle's performance includes a 0-100 km/h acceleration time of 4.8 seconds for the all-wheel-drive version, showcasing its competitive edge in driving dynamics [5] Technological Advancements - The M8 pure electric version is equipped with the HUAWEI ADS 4 advanced driver assistance system, utilizing 30 sensors for comprehensive driving coverage [7] - The system's unique WEWA architecture allows for real-time environmental understanding and decision-making, setting it apart from traditional driving assistance technologies [8] - The vehicle also features a full-dimensional collision avoidance system, exceeding current national standards for automatic emergency braking [8] User Experience - The M8 pure electric version emphasizes a seamless user experience, integrating health, comfort, and intelligence within the cabin, including a 24-hour fresh air system and advanced sound technology [9] - The holistic approach to user experience aims to redefine the standards for high-end pure electric SUVs, focusing on a cohesive and stable driving experience [9] - The vehicle's design and technology aim to alleviate consumer concerns about electric vehicle ownership, positioning it as a leader in the evolving market [9]

Group 1 - The core point of the news is that Li Auto is undergoing significant organizational changes in its sales and service system, moving away from the "five major regions" model to a direct management structure with 23 regions [2] - The company has faced multiple challenges in 2023, including a significant decline in vehicle deliveries, with July's figures showing a year-on-year drop of 39.7% and a month-on-month drop of 15.3% [2] - Li Auto's total deliveries from January to July were 234,669 vehicles, reflecting a year-on-year decrease of 2.21%, indicating a struggle to meet the annual target of 640,000 vehicles [2] Group 2 - The launch of the Li Auto i8 has faced challenges, including negative public sentiment following a collision test video, which has led to a wave of criticism from the online community [2] - The competitive landscape for the Li Auto i8 is intense, with direct threats from newly released models such as the Leado L90 and the upcoming AITO M8, as well as the Tesla Model Y L [3] - The upcoming Li Auto i6 is expected to play a crucial role in driving sales, with a lower price point than the i8 and targeting the mid-size SUV market, competing against established brands like Mercedes-Benz, BMW, and Audi [3]