Core Points - The National Market Supervision Administration has announced a recall of over 23,000 Audi vehicles due to safety concerns related to the 48V belt starter generator inverter [1][4] - The recall includes both imported and domestic Audi models produced between February 3, 2022, and December 4, 2023, as well as a smaller batch of domestic Audi A6L vehicles produced between June 3, 2021, and November 21, 2023 [1][3] Group 1 - A total of 20,277 imported Audi vehicles are being recalled, including models A7, A8L, Q7, Q8, RS6, RS7, RSQ8, S6, S7, S8, and A6 Allroad [1] - Additionally, 2,848 domestic Audi A6L vehicles are included in the recall [3] - The recall is an expansion of a previous recall announced on December 20, 2024, by FAW-Volkswagen [5] Group 2 - The recall is due to a manufacturing issue where internal electronic components of the 48V starter generator inverter may have poor connections with the printed circuit board, potentially leading to battery depletion and loss of power [4] - FAW-Volkswagen will arrange for authorized Audi dealers to check the software version of the starter generator and replace it for free if it has not been optimized [5] - Owners will be notified through registered mail and SMS, and can also contact the Audi customer service hotline for more information [5]

Core Insights - The Hongmeng Zhixing announced that its ultra-luxury sedan, the Zun Jie S800, has surpassed 15,000 pre-orders just four months after its launch, with an average of 100 new orders per day [1][4] - The Zun Jie S800's performance is competitive in the luxury car market, nearing the sales figures of traditional luxury brands like Mercedes-Benz S-Class and BMW 7 Series within a short time frame [4] - The target demographic for the Zun Jie S800 primarily consists of high-net-worth individuals, with a significant male majority aged 40-50 [6] Sales Performance - The Zun Jie S800 achieved over 15,000 pre-orders, with a notable increase from 14,000 in just ten days [1] - In comparison, the 2024 Mercedes-Benz S-Class sold 16,121 units, the BMW 7 Series 10,452 units, and the Audi A8L 9,022 units in the Chinese market [4] Customer Profile - The majority of Zun Jie S800 owners are high-net-worth individuals, with 80% being male and primarily aged between 40-50 [6] - 50% of the customers are repeat buyers, while 30% are switching from other ultra-luxury brands like Rolls-Royce and Maybach [6] Configuration Preferences - 40% of customers opted for the four-seat Xinghui Executive version, while 20% chose the top-tier four-seat Xingyao Executive version, and the remaining 20% were split between two five-seat models [7] Customization Trends - Users of the Zun Jie S800 show a strong preference for rear privacy and intelligent features, with over 70% opting for privacy curtain kits and rear intelligent interaction systems, and over 60% choosing the intelligent starry sky roof [10] - Many customers compared the Zun Jie S800 with the Mercedes-Benz or Maybach S-Class but ultimately chose it due to Huawei's advantages in smart technology and a sense of national pride [10] Product Specifications - The Zun Jie S800 is a D+ class executive sedan with dimensions of 5480mm x 2000mm x 1542mm and a wheelbase of 3370mm, featuring all-wheel drive and offering dual and tri-motor versions with maximum power outputs of 390kW and 635kW respectively [13] - It incorporates several Huawei technologies, including the second-generation Tuling Longxing platform, innovative time-space reasoning suspension, and HUAWEI ADS 4 full-dimensional fusion perception system, equipped with 36 sensors for a premium intelligent driving experience [13]

Core Viewpoint - The 25th China International Investment and Trade Fair (CIFIT) will be held in Xiamen from September 8 to 11, showcasing global investment opportunities and featuring significant participation from around 100 countries and regions, with over 5,000 enterprises and more than 50,000 professional guests [2][6] Group 1: Event Overview - CIFIT is recognized as one of the most influential international investment events globally, facilitating economic exchanges and cooperation between China and the world [2][6] - Audi, as a vehicle sponsor, has provided 200 Audi A8L cars as the official designated vehicles for the event, ensuring high-standard transportation for dignitaries and business elites [2][3] Group 2: Audi's Commitment and Product Quality - Audi's partnership with CIFIT reflects its commitment to international economic exchanges and recognition of its brand strength and product excellence [4] - The Audi A8L undergoes rigorous testing, including extreme environmental validations, with a cumulative testing mileage exceeding 7 million kilometers, ensuring high-quality delivery to users [4][5] Group 3: Audi A8L Features - The Audi A8L is positioned as a benchmark in the D-class luxury car market, offering exceptional quality and a prestigious experience that aligns with the high-end demands of the event [5] - Features of the Audi A8L include a spacious and quiet cabin, adaptive air suspension for comfort, and advanced safety systems, including digital matrix headlights and 5G connectivity for real-time road information [5] Group 4: Future Outlook - The collaboration between Audi and CIFIT aims to create efficient communication channels for global investors and entrepreneurs, contributing to high-quality economic development between China and the world [6] - Audi plans to continue innovating and optimizing its products and services, leveraging technology to enhance the travel experience and deepen local cooperation with a global perspective [6]

Summary of Conference Call on Luxury Car Consumption Tax Policy Adjustment Industry Overview - The conference call discusses the luxury car consumption tax policy adjustment in China, which lowers the tax threshold for luxury cars from 1.3 million yuan to 900,000 yuan, affecting all types of vehicles including fuel, hybrid, and electric cars [1][2][7]. Key Points and Arguments - **Impact on Imported Cars**: The policy significantly affects the imported car market, which has seen a decline from 1.4 million units in 2016 to approximately 700,000 units currently. High-end model sales have decreased, but at a slower rate [3][4]. - **Tax Rate and Market Share**: The new tax policy is expected to have a limited overall market impact, accounting for only 1%-2% of total sales revenue [1][4]. - **Domestic Luxury Cars**: Domestic luxury cars, particularly models from Hongqi, are less affected by the policy. The sales impact is minimal due to their limited market share [5][20]. - **Promotional Discounts**: The promotional discount for luxury cars has increased from 5% to 26%-27%, with some ultra-luxury models reaching 30%. This has led to a decrease in retail prices and a reduction in the number of vehicles subject to the luxury car consumption tax [6][8]. - **Fiscal Pressure**: The policy aims to address fiscal pressure and changes in the high-end car market, filling tax revenue gaps caused by lower terminal prices [7][8]. - **Dealer Challenges**: Dealers face increased pressure due to declining sales and rising discount rates. Imported luxury cars are now more expensive due to increased taxes, leading consumers to prefer domestic electric vehicles [8][19]. Additional Important Insights - **Tax Structure**: Imported luxury cars face a cumulative tax rate of up to 144%, including a 25% import duty and a 40% consumption tax, which significantly raises their market prices compared to domestic models [10][12][13]. - **Market Trends**: The imported luxury car market has seen a notable decline, with brands like Bentley and Rolls-Royce experiencing significant drops in sales. This trend indicates a shift in consumer preference towards domestic high-end models [18][19]. - **Future Market Direction**: The luxury car market in China is expected to continue moving towards domestic production and high cost-performance ratios, as consumers increasingly favor domestic brands over imported ones [21]. This summary encapsulates the key discussions and insights from the conference call regarding the luxury car consumption tax policy adjustment and its implications for the automotive industry in China.

Core Insights - NIO's luxury sedan ET9 has surpassed traditional luxury brands in sales, with 835 units sold in April, compared to BMW 7 Series at 761 units and Audi A8L at 649 units, although it still trails behind Mercedes S-Class at 1,673 units [2] - The ET9 features NIO's self-developed 5nm smart driving chip "Shenji NX9031," which integrates over 50 billion transistors and matches the computing power of NVIDIA's Thor-X [2] - The ET9 is priced at 788,000 yuan, with a battery leasing option at 660,000 yuan, and a limited edition priced at 818,000 yuan [2] Technical Specifications - The ET9 utilizes a 900V architecture with a maximum voltage of 925V and a self-developed 1200V silicon carbide power module, featuring a front motor of 180kW and a rear motor of 340kW, achieving a total output of 520kW and a 0-100 km/h acceleration in 4.7 seconds [3] - With a 100kWh battery, the ET9 offers a CLTC range of 650 kilometers and an energy consumption of 16.2 kWh per 100 kilometers [3] - The vehicle's "Tianxing chassis" includes active air suspension and steer-by-wire technology, allowing for a maximum rear wheel steering angle of 8.3 degrees and a minimum turning diameter of 10.9 meters [3]

Core Insights - NIO ET9 achieved its first complete monthly sales surpassing traditional luxury brands BMW 7 Series and Audi A8L in April [1] - This marks the first time a Chinese brand's flagship executive model has outperformed traditional luxury executive models in sales [1] - NIO's stock surged nearly 8% in Hong Kong and over 7% in pre-market trading in the US due to multiple positive news [1]

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].

以下文章来源于雷叔写故事 ，作者雷斯林&乌卡 春江水暖鸭先知，公司冷暖销售先知。 "过完年老板说底薪打七折，KPI 倒是一点没减。"入行十年，先后在奥迪、宝马当过销售的智鑫敏锐地觉察到大事不妙："当时我就感 觉 BBA 恐怕要 BBQ 了。" 这也是同行们心照不宣的事实： BBA 在中国卖不动了 。 雷叔写故事 . 为你写一个故事改名啦，雷斯林欢迎你关注。 时代变了。 作者 | 雷斯林 & 乌卡 来源 | 雷叔写故事 （ID：raistlin2017） 01 现如今，随便找条大马路站会，都能看出端倪，顶着 BBA 车标的越来越少，取而代之的是满地绿牌，瞅着环保又护眼。 BBA 的线下展厅更是门可罗雀，"一个月过完开不了单是常有的事。有时候一天都迎不来一个客，保洁阿姨扫地扫出来的都是我掉的 头发。" 那时的智鑫，每天都在展厅里，为蓝天白云远在巴伐利亚的机械元神赛博渡劫。 这是巅峰时期的智鑫做梦都想不到的。曾经，他一个月就能卖掉 23 辆宝马，月入 8 万，结果没过几年，风向就变了， "收入远不到以 前的一半，最差的时候我还想过去搞直播卖车，就是遗憾自己长得没有优势。" "我们同行群里都觉得情况不乐观，收入下滑得 ...