在近两年的百万级超豪华车市场，正在上演一场关于"豪华定义"的新旧博弈，两极分化的背后，是高 净值人群消费逻辑的重构。 这个价位既无政策补贴，也难享降本红利，产品使用周期或任何服务环节出现瑕疵，都会直接影响销 量。与传统超豪华品牌在华销量跌幅普遍在30%的情况相反，尊界S800交出的成绩单却逆势而上， 上市175天大定突破1.8万台，月交付稳定在2000+台。 12月16日，尊界S800第1万台量产车在超级工厂下线，同步达成累计交付破万的里程碑。从5月上市 到实现这一目标仅用了200余天，远超传统百万级豪车18-24 个月的万台量产周期。结合过去5年70万 级以上超豪华市场的历史上险数据来看，这一交付规模更具突破性，2021年该市场处于巅峰期时， 月均总上险量约2.4万辆，而2024年前9月市场份额已跌破1%，整体呈现持续收缩态势。即便是2024 年9月表现最佳的奔驰GLE，单月上险量也仅3921台，已经是近年罕见的峰值。 在此背景下，尊界S800单日交付破200台，12月交付量预计将突破4000台，不仅创自身单月交付历史 新高，更刷新了近5年70万级以上市场的单月交付纪录。这样的交付速度和规模，即便在70万级 ...

Core Viewpoint - The article discusses the current market performance and customer preferences for the AITO M9 vehicle, highlighting its popularity and sales dynamics in a specific city, as well as customer comparisons with competing models [2][9]. Market Performance - The AITO M9 has a high customer interest, accounting for 40% of the foot traffic in stores, despite a slight decline in overall customer visits due to seasonal factors and local events [2]. - The most popular variant is the six-seat range-extended Ultra version, which constitutes 70% of sales, with a waiting period of 6-8 weeks [3]. Customer Preferences - Customers prefer the range-extended version over the pure electric version due to better energy efficiency and practicality for family use [3]. - The six-seat configuration is favored for its spaciousness and suitability for both business and family use [3]. Pricing and Financing - The official price for the six-seat range-extended Ultra version is ¥539,800, with additional popular options costing around ¥28,000 [5]. - A financing example shows a total cost of ¥162,850 after down payment, with a monthly payment of ¥8,273 [6]. Customer Demographics - The primary buyers are from elite circles, including private business owners and executives, who value both commercial and family utility [9]. - Customers often compare the AITO M9 with luxury brands like BMW and Mercedes-Benz, with significant interest in the driving experience and brand perception [11][12]. Competitive Landscape - The main competitors identified are the BMW X5, AITO M8, and Li Auto L9, with varying customer preferences influencing their choices [11]. - Some customers switch from traditional luxury brands to the AITO M9 due to its perceived value and performance [12][14]. Customer Feedback - Common complaints include long delivery times and a desire for more technologically advanced design features [17].

Core Viewpoint - The sales of the Model X have significantly declined, with no current orders being accepted and limited inventory available for customers [2][4]. Group 1: Market Conditions - Daily customer visits to the store range from 5 to 10 on weekdays and double on weekends, but interest in the Model X is notably low [2]. - The Model X is currently not available for pre-order, and existing inventory is nearly sold out across the country [2]. Group 2: Customer Preferences and Purchase Behavior - Customers purchasing the Model X are primarily business owners, with comparisons often made to vehicles like the BMW X5, Mercedes GLE, and NIO ES8 [5]. - Buyers tend to have specific preferences for configurations, often influenced by tax needs at year-end, leading to compromises on desired features [3][7]. Group 3: Sales Challenges - The Model X has never offered interest-free loans, and recent tariff increases have halted pre-orders [4]. - There is anticipation for a new model release at the end of the year, which may stimulate sales [4]. Group 4: Customer Complaints - Common complaints from customers include issues with noise, particularly from the falcon-wing doors and the central console, as well as dissatisfaction with the size of the third-row seating [11]. - Initial production batches faced quality control issues, such as water leakage [12]. Group 5: Sales Experience - Sales personnel often face challenges in closing deals, as potential buyers may hesitate or compare with other models, leading to lost sales opportunities [9]. - The current frequency of customer interest in the Model X is low, impacting the availability of demonstration vehicles [12].

Core Insights - The Chinese imported car market has seen a significant decline, dropping from a peak of 1.43 million units to 700,000 units, a reduction of over 50% in the past decade, with a continuous downward trend for seven years [2][5] - The market is further impacted by the U.S. imposing tariffs on Chinese imports, including cars, which has led to increased prices and reduced demand for imported vehicles [3][4] - Domestic brands are gaining market share due to competitive pricing and advancements in electric vehicles, contributing to the decline of the imported car market [6][7] Market Trends - In the first two months of 2025, imported car sales were 56,000 units, a year-on-year decline of 45.8%, with an import value of $30.04 billion, down 50.3% [2][5] - The U.S. has increased tariffs on Chinese imports, with rates rising from 34% to 125%, significantly affecting the pricing of German luxury brands like Mercedes-Benz and BMW [3][4] - The overall impact of tariffs on the imported car market is expected to manifest at retail levels by May 2025, with luxury brands facing the most significant challenges [4][5] Competitive Landscape - The rise of domestic brands, particularly in the electric vehicle segment, has led to a substantial decline in the demand for imported fuel vehicles [6][7] - Imported luxury cars are primarily supported by high-end demand, but the overall market for super-luxury imports has seen a decline of 46% in 2024 [8] - The shift towards local production by foreign car manufacturers is further compressing the market share of imported vehicles [7][9] Consumer Behavior - Consumers are increasingly opting for domestic vehicles due to better value propositions and advancements in technology, which have made local brands competitive with imported ones [6][8] - The demand for imported cars is expected to shift towards serving niche markets that prioritize brand image and unique features, rather than mass-market appeal [9]