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].

华夏时报记者 刘凯 北京报道 近日，"保时捷终端价格跳水"话题如一颗重磅炸弹，引发消费者与行业人士的广泛关注。曾经在豪华车 领域以"价格坚挺"形象示人的保时捷，旗下卡宴、帕拉梅拉等热门车型在多地出现大幅降价，部分车型 折扣低至6.5折。这一价格调整不仅打破了传统豪华车长久以来的"价格神话"，更深刻折射出新能源时 代下豪华车市场正在经历的深层变革。在新能源汽车的冲击下，传统豪华车品牌面临着前所未有的挑 战，价格调整成为它们在激烈市场竞争中寻求生存与发展的无奈之举。 与此同时，记者了解到，奔驰、宝马、奥迪等传统豪华品牌也均有价格调整，终端市场上活动不断。这 一系列降价现象背后，是整个传统豪华车阵营在2024年表现低迷的大背景。保时捷在华销量自2021年达 到峰值后持续下滑，2025年一季度销量更是同比下滑42%，中国市场从"最大单一市场"跌至全球第三 位。奔驰、宝马、奥迪在中国市场的销量也均有不同程度的下滑。 保时捷价格调整 记者通过电话了解到，北京、天津和深圳等地的保时捷价格均有所下调，但各地区价格调整并不相同。 在深圳地区，优惠力度堪称"标杆"。以2025款卡宴为例，最高优惠达35%。一辆选配完价格为115万 ...

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 ...