针对这些乱象，国家市场监督管理总局就《汽车行业价格行为合规指南（征求意见稿）》公开征求意 见，明确核心要求、行为红线及处罚标准。 商报记者 郭雨昕 35.88万元能买玛莎拉蒂、奥迪Q7直降14万元……2025年，我国汽车产业在转型升级中稳步前行，但"内 卷式"竞争引发的无序价格战已成为行业健康发展的瓶颈。动辄降十几万甚至数十万元的"跳楼价"，把 车市推向了一种 "荒诞的热闹"，而"越亏越卖、越卖越降" 的怪圈就此形成。 在此背景下，国家市场监督管理总局近日发布《汽车行业价格行为合规指南（征求意见稿）》，直指车 市"亏本卖车""虚假促销"等沉疴，划定全链条价格红线。截至发稿，比亚迪（002594）、长城、小鹏等 十余家车企密集响应，承诺合规经营，为深陷"价格内卷"的车市注入规范动能。 价格内卷之下 车企"赔本赚吆喝" 乘联分会数据显示，2024年国内降价车型超200款，2025年前11个月又有173款车型实施官方降价，其中 大幅降价的不在少数。 举例来看，豪华品牌中，奥迪Q7直降14万元，玛莎拉蒂格雷嘉纯电版从89.88万元骤降至35.88万元；主 流车型里也是充斥着各类"一口价"，例如天籁12.78万元、别克 ...

近日，据第三方权威平台统计，11月份极氪9X销量8000多辆，位列50万级以上大型SUV市场销量第 一，第二、三名分别是问界M9、奔驰EQE。 尽管极氪9X作为中国新一代豪华旗舰，搭载包括劳斯莱斯库里南同款48V主动稳定杆在内的多项代际领 先的科技配置，部分零部件供应链面临挑战，但市场反响依然热烈，交付均价高达53.8万元。在终端口 碑方面，极氪9X已登顶汽车之家大型SUV口碑评分榜，同时获评懂车帝40-60万价位新能源SUV懂车分 榜首，显示出产品力与用户认可度的双重优势。 公开信息显示，在同级市场中，宝马X5和奥迪Q7的成交均价在50-60万元区间。作为国产豪华旗舰，极 氪9X已经成功切入50万元级市场，进入BBA价格腹地，直面高端竞争。超过53万的成交均价与销量表 现进一步印证了中国品牌在高端新能源领域的突破能力。 ...

Group 1 - WM Motor announced the relaunch of its "Xiao Wei Suixing" app, which is a dedicated smart application for car owners, now available on both iOS and Android platforms [5] - The app has restored its main functionalities and currently supports models such as WM EX5 and WM EX6, with plans for further model adaptations [5] Group 2 - Audi revealed its product plan for 2026, introducing three significant new models: the next-generation Audi Q7, the Audi Q9, and a new entry-level electric vehicle [6] - The new Q7 will feature comprehensive upgrades in design and technology, including advanced driving assistance systems and improved fuel efficiency [6] - The Q9 will be Audi's first full-size SUV, offering internal combustion engine options and potentially plug-in hybrid variants [6] Group 3 - BMW Group reported a revenue of €32.314 billion for Q3 2025, with automotive segment revenue at €28.510 billion, reflecting a year-on-year growth of 2.4% [6] - Global sales for BMW Group in Q3 reached 588,300 units, marking an 8.8% increase year-on-year, with total sales for the first three quarters at 1,795,894 units, also up by 2.4% [7] - Electric vehicle sales in Q3 totaled 151,282 units, a year-on-year increase of 8.0%, while pure electric vehicle sales slightly declined by 0.6% [6][7] Group 4 - Volkswagen Group deepened its strategic partnership with Horizon Robotics to develop system-level computing solutions in China, aimed at enhancing advanced driver assistance and autonomous driving systems [8][10] - This collaboration will leverage Volkswagen's global engineering experience and Horizon's local production capabilities to create a new generation of smart connected vehicles [10] Group 5 - XPeng Motors held its seventh Technology Day, showcasing four significant applications under the theme "Emergence" and announcing a major upgrade in the company's positioning [12] - The second-generation VLA model eliminates the traditional "language translation" step, enabling direct generation of action commands from visual signals [12] - XPeng plans to launch three Robotaxi models in 2026, equipped with advanced AI capabilities and high computing power [12] Group 6 - The all-new Mercedes-Benz electric CLA was officially launched with a price range of ¥249,000 to ¥299,900, featuring a closed grille design and advanced interior technology [13][15] - The vehicle is equipped with an 89 kWh battery, achieving a maximum CLTC range of 866 km and an energy conversion rate of up to 93% [15] Group 7 - XPeng X9 Super Range has opened for pre-sale, with a price range of ¥350,000 to ¥370,000, designed as a 7-seat large MPV with advanced range capabilities [17] - The vehicle features a combination of a 1.5T range extender and an electric motor, achieving long-range and low travel costs [17]

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 core viewpoint of the articles is that FAW Audi is embracing a transformative "fusion direct sales model" to enhance customer experience and streamline the sales process, integrating both dealership and direct sales advantages [1][3][6]. Group 1: Fusion Direct Sales Model - FAW Audi launched the "fusion direct sales model" in August 2023, aiming to eliminate traditional pricing and negotiation inefficiencies by providing transparent pricing, a unified platform for vehicle selection, and standardized service [3][4]. - The model emphasizes three unifications: unified pricing across the country, a single platform for vehicle selection and contracts, and standardized service protocols, thereby enhancing consumer autonomy [3][4]. - The model includes both electric and fuel vehicles, with the Audi Q6L e-tron family and the Audi A5L being the initial models to adopt this approach, aiming to improve customer experience and reduce price competition among dealers [4][6]. Group 2: Dealer Network and Strategic Partnerships - FAW Audi has established a nationwide dealer network of nearly 600 locations, providing comprehensive services such as test drives, local invoicing, and after-sales support [3][4]. - A strategic partnership with Zhongsheng Group was formed to develop new sales points and enhance the integration of the fusion direct sales model, with plans to establish at least 10 new sales outlets by 2025 [4][6]. - The leadership change at FAW Audi, with Guo Yongfeng taking over as the executive vice president, is seen as a move to align the company's sales and service strategies with market demands [4][6]. Group 3: Market Context and Competitive Landscape - The fusion direct sales model is part of a broader trend among automakers to adopt more transparent pricing strategies in response to market pressures, with similar models being implemented by brands like Volkswagen and BMW [6][7]. - The effectiveness of the new sales model will ultimately depend on its impact on sales volume, as initial results indicate that the model has not yet significantly boosted sales [5][7]. - The transition to a direct sales model poses challenges for dealers, as it shifts the focus from product-driven sales to user value-driven services, requiring enhanced customer relationship management skills [8][9].

Core Insights - Slovakia's automotive industry has rapidly developed into a crucial pillar of its economy, with a significant increase in car production and a unique position in the European market [3][4][8]. Industry Overview - Slovakia's automotive industry accounts for approximately 44% of the country's industrial output, with an annual production exceeding 1 million vehicles and employing over 260,000 people, which is about 6% of the total population [7][8]. - The country has been dubbed "the Detroit of Europe" due to its high per capita car production, which exceeds 180 vehicles [8]. Foreign Investment and Economic Impact - The influx of foreign investment has been a core driver of Slovakia's automotive sector growth, with major companies like Volkswagen, Kia, and Jaguar Land Rover establishing production bases in the country [8][9]. - Slovakia's strategic geographical location as a crossroads in Europe enhances its appeal for automotive manufacturing, allowing for efficient distribution to major markets [9]. Innovation and Technological Development - Slovakia is investing heavily in innovation, particularly in electric vehicle technology and automation, with a focus on sustainable development [10][11]. - The country has initiated plans to develop electric vehicle infrastructure, including a significant investment in a battery factory by a Chinese company, which is expected to bolster the green economy [10][11]. Future Prospects - Slovakia aims to maintain its leading position in per capita car production while also becoming a leader in per capita battery production [11]. - The collaboration with China in the electric vehicle sector is seen as a significant opportunity for future growth and development in the automotive industry [11][12].

Core Viewpoint - The luxury automotive market, particularly the German trio of BBA (Benz, BMW, Audi), is experiencing a significant price drop due to the rise of electric vehicles and strong competition from domestic brands, leading to a collective price war that undermines their traditional premium positioning [3][4][6]. Price Cuts and Market Dynamics - Since 2025, BBA has engaged in aggressive price reductions, with Mercedes-Benz GLC seeing discounts up to 199,000 yuan, and the EQC dropping from 620,000 yuan to 220,000 yuan, a staggering decrease of 400,000 yuan [4][5]. - Audi's A4L has seen its price drop to the 200,000 yuan range, while the Q7's entry price has fallen below 500,000 yuan for the first time [4]. - BMW's 525Li has dropped to below 290,000 yuan, representing a 34% discount from its original price [5]. - The overall luxury car market is witnessing a collapse in pricing, with models like the Porsche Cayenne and Macan also seeing significant price reductions [5]. Impact of Electric Vehicles and Domestic Brands - The price decline is primarily driven by the competitive pressure from domestic electric vehicle brands, which are advancing rapidly in technology and market share [6][10]. - Domestic brands like Li Auto and AITO are offering advanced features that BBA's models lack, such as superior intelligent driving systems [7][8]. - BBA's sales in China are declining, with Mercedes-Benz down 7% to 683,600 units, BMW down 13.3% to 714,500 units, and Audi down 10.9% to 649,000 units in 2024 [10]. Challenges in Transformation - BBA is struggling with the transition to electric and smart vehicles, with significant investments required while their net profits are declining: Mercedes-Benz down 28.4%, BMW down 36.9%, and Audi down 33.1% [12]. - The lack of in-house battery production capabilities forces BBA to rely on expensive external suppliers, impacting their cost structure [12]. - BBA's attempts to collaborate with tech companies like Huawei for smart driving solutions may lead to a loss of brand identity and autonomy [13]. Strategic Responses - In response to the crisis, BBA plans to launch 36 new products from 2025 to 2027, with BMW aiming for a 20% efficiency improvement and Audi collaborating with Porsche on a new electric platform [11][12]. - Initial signs of recovery are noted, with models like the Audi Q4 e-tron and BMW i3 seeing increased orders after integrating advanced technologies [13]. Conclusion - The luxury car market's definition is shifting, and BBA's ability to reclaim its former status is increasingly uncertain, suggesting a potential long-term decline in brand value and consumer trust [14].

Core Viewpoint - The significant price reductions of Porsche vehicles, particularly the Cayenne and Panamera, reflect a broader transformation in the luxury car market under the pressure of electric vehicles, challenging the long-standing price stability of traditional luxury brands [1][4]. Group 1: Price Adjustments - Porsche has implemented substantial price cuts across various models, with discounts reaching as low as 35% in regions like Shenzhen, where the 2025 Cayenne can be purchased for approximately 75 million yuan after financing [2][3]. - Other luxury brands such as Mercedes-Benz, BMW, and Audi are also adjusting their prices, with notable discounts on models like the Mercedes GLB and BMW i3, indicating a widespread trend in the luxury car market [5][6]. Group 2: Sales Performance - Porsche's sales in China have been declining since peaking at 95,700 units in 2021, dropping to 79,300 units in 2023, and projected to fall to 56,900 units in 2024, with a staggering 42% year-on-year decline in Q1 2025 [5][6]. - Other luxury brands are experiencing similar downturns, with Mercedes-Benz's sales down 10% in China and both BMW and Audi also reporting declines [6]. Group 3: Consumer Reactions - Consumer responses to Porsche's price cuts are mixed, with some viewing it as an opportunity to purchase luxury vehicles at lower prices, while others express concerns about potential impacts on brand image and product quality [3][4]. - The price adjustments may create a temporary surge in sales, but analysts suggest that this is not a sustainable long-term strategy for luxury brands [4][6]. Group 4: Market Dynamics - The luxury car market is undergoing a value system reconstruction as traditional luxury brands face competition from domestic electric vehicles that offer advanced technology and performance [4][6]. - Analysts emphasize the need for luxury brands to accelerate their electric vehicle offerings and enhance technological features to remain competitive in an evolving market landscape [6].

Core Viewpoint - Audi is increasingly considering local production in the U.S. to mitigate the impact of tariffs imposed by the Trump administration, as the company faces significant cost challenges due to its reliance on imports [2][10]. Group 1: Audi's Current Situation - Audi has not established any production facilities in the U.S. since its entry into the market over 50 years ago, relying entirely on imports for sales [3]. - The Q5 model, produced in Mexico, accounts for a significant portion of Audi's sales in the U.S., with over 5,800 units sold in 2024 alone [4]. - The potential for triple tariffs on the Q5, including a 25% import tariff and additional tariffs under the USMCA, could increase costs by over 50%, making it unprofitable to sell the model in the U.S. [4]. Group 2: Sales Performance and Challenges - Audi's total vehicle deliveries in the U.S. fell by 14% year-on-year to 196,000 units, with Q5 sales dropping by 23% [5]. - The Q3 model saw a 45% increase in sales, reaching 32,090 units, but it also faces potential price increases due to tariffs [6]. - Audi has paused new vehicle deliveries to U.S. dealers, with over 37,000 vehicles currently in inventory, which can sustain sales for about two months [6]. Group 3: Industry Impact and Competitor Response - Other automakers, such as Jaguar Land Rover and Mitsubishi, are also halting deliveries and storing vehicles at ports due to the new tariffs [7][8]. - Major competitors like Mercedes-Benz and BMW have established U.S. production facilities, allowing them to better manage tariff impacts and maintain flexibility in production [9]. - Mercedes-Benz has decided to absorb the increased costs without raising prices for the 2025 models, leveraging its U.S. manufacturing capabilities [9]. Group 4: Future Production Plans - Audi is evaluating options for local production in the U.S., potentially utilizing existing Volkswagen facilities or constructing a new plant, which could take 3-4 years [10]. - The company had previously considered building an electric vehicle factory in the U.S. due to incentives from the Inflation Reduction Act but did not finalize plans at that time [10].

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 ...