Core Viewpoint - The Chinese automotive market continues to show positive growth, with production and sales increasing by 12.7% and 10.9% respectively in the first five months of the year, despite ongoing price competition revealing underlying issues in the industry [2] Group 1: Industry Trends - The China Automotive Industry Association reported that from January to May, the production and sales of automobiles reached 12.826 million and 12.748 million units respectively, indicating a strong market performance [2] - The ongoing price competition has prompted industry leaders to call for a reduction in "involution" among companies, encouraging a shift towards value-added services rather than price cuts [2] - Several automakers have begun implementing policies to counteract price competition by offering lifetime warranty services, aiming to enhance customer value and service rather than engaging in price wars [2][3][4] Group 2: Company Initiatives - GAC Toyota has introduced a lifetime warranty for its entire lineup, covering key components such as the engine and transmission, valued at approximately 8,000 yuan [2] - FAW-Volkswagen has also launched a lifetime warranty policy for its flagship SUVs, covering major systems without mileage or time limits, and has seen a significant increase in orders for its models [3] - Li Auto has rolled out a "lifetime warranty relay plan" for its Li ONE owners, allowing for the transfer of warranty benefits to new vehicle purchases [4] Group 3: Consumer Perception and Challenges - While lifetime warranties are seen as beneficial for both companies and consumers, there are concerns regarding the stringent conditions attached, such as requiring maintenance at authorized dealerships [8][9] - Some consumers have reported discrepancies between the advertised lifetime warranty and the actual coverage, leading to dissatisfaction and perceptions of misleading marketing [9][10] - The automotive industry is facing challenges in effectively implementing customer-centric policies, with many companies struggling to transition from traditional pricing models to value-based pricing [10]

Domestic News - Five departments have announced the launch of the 2025 New Energy Vehicle (NEV) rural promotion initiative, aimed at enhancing the use of NEVs in rural areas and building a green, low-carbon, and intelligent transportation system [5] - GAC Toyota has introduced a lifetime warranty policy for five key models, covering core components such as engines and hybrid batteries, valued at 8,000 yuan, to enhance product value and brand trust [6] - Xiaomi has launched a purchase policy for its SU7 and SU7 Ultra models, offering lifetime free use of its advanced driving assistance system and other attractive benefits for orders placed by June 30, 2025 [7] - XPeng Motors has announced a strategic partnership with Huawei to integrate Huawei's HUD solutions into its new vehicles [8] - Great Wall Motors has published a patent for a human-machine co-driving control method, enhancing the safety and comfort of its autonomous driving systems [9] - NIO plans to enter seven European markets between 2025 and 2026, launching five models and partnering with local companies to provide a seamless user experience [10] - Envision AESC's battery factory in France has commenced production, with an annual capacity to meet the battery needs of 200,000 electric vehicles, supporting the local NEV industry [11] - Four-dimensional Map Technology has signed a strategic cooperation agreement with Alibaba Cloud to enhance the automotive industry's smart transformation [12] International News - The European New Car Assessment Programme (E-NCAP) has announced that vehicles relying solely on touchscreen controls will not be eligible for the highest five-star safety rating starting in 2026, requiring physical buttons for key functions [13] - In Thailand, the electric vehicle market penetration reached 16.1% in April 2025, with a total of 6,287 electric vehicles sold, reflecting a year-on-year increase of 53.6% [15] - Norway's electric vehicle registrations in May 2025 reached 13,384 units, showing a year-on-year increase of 69.6%, with electric vehicles accounting for 93.9% of new registrations [16] - Honda has become a founding partner of the 2028 Los Angeles Olympics, providing comprehensive transportation support during the event [17] - Proton Motors has exported its first batch of hydrogen fuel heavy trucks to Australia, marking a significant step in its international strategy [19] - Successful Automotive has launched its pure electric small truck, the Xingma T3E, in Guizhou, aligning with national new energy strategies [20] - Beihai City has initiated a subsidy program for the scrapping and replacement of old operating trucks, offering substantial financial incentives for adopting new energy vehicles [21] - Chery's new pickup truck, the Weilin R08, is set to debut, generating significant industry and media interest [23]

丰田作为全球汽车老大，特立独行多年。 在行业变革的浪潮中，他作为常胜将军，坐在岸边观望多时，有时进入潮水中浅尝即止。面对市场的腥风血雨，他更多是按兵不动。也有人说，他正暗 中行事，比如固态电池。 撰文 / 张霖郁 设计 / 师 超 汽车行业转型的阵痛最终还是体现在了它的财报上。 日本当地时间2025年2月5日，丰田发布了2025年三季度财报，时间横跨2024年4月至2024年12月。丰田财年从每年4月开始，年份以第二年为准。 整体而言，丰田这9个月的主营业务即汽车业务都呈下滑趋势，从销量到运营利润都在下滑。有些区域比如北美和中国在营收上出现严重下跌。日本本 土虽是丰田主战场，但这两年也都处于下滑状态。 但依靠金融服务、汇率优势、降本以及其他收入的丰田拉回了下降的营收业绩，最终让这9个月的净利润同比增长5%，净利润率基本保持了上一年的水 平，为11.5%。这里要提的是，虽然丰田销量全球下滑4%，但销售收入上涨，为35.67万亿日元（2354亿美元），同比增长4.9%。 北美市场，因为日野向监管机构提交造假数据，主要造假排放和油耗数据等非法行为，2025年1月15日，美国相关执法机构与日野达成和解，代价是罚 金1 ...

2月5日，蛇年春节后一上班，来自车企的别样花卷端上来了。 这次，抢先降价的不是特斯拉，也不是比亚迪，而是广汽丰田。 虽然上面和顶层最新喊话"别卷了"，决心要"综合整治内卷式竞争，规范地方政府和企业行为"。 具体到商业，出于生存和活下来就各显神通了。 广汽丰田新"一口价" 2月5日上午，广汽丰田通过官方微信号发布"一口价"活动，针对锋兰达和威兰达全系降价，至高优惠4.4万元。 这是继上汽通用、上汽大众之后第三家推出一口价的合资公司。 不同的是，不是这两款车某一版型，而是全系列；不是线上电商价，而是线上线下一个价；不是特定区域，而是全国统一。 据2024年批发量，锋兰达是热销车型，202847辆，在中国SUV销售榜排名第七，合资SUV第一，燃油SUV前三。 威兰达虽然差点意思，但也有138036辆，在中国SUV销售榜排名第21名。 这两大SUV销售均出现下滑。 撰文 / 牛跟尚 设计 / 琚 佳 广汽丰田官宣的2024年销售数据为770147辆（广汽集团发布为738000辆，同比下滑22.32%），其中凯美瑞158038辆，汉兰达78884辆——同比增长7%， 赛那89450辆——同比增长17%。 打开看2024 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 编辑丨 宋玮 3 月 21 日，一汽丰田泰达工厂第三生产线进入休假状态，原因是工厂有工事计划。这次假期持续一 个月，多位工厂员工称，三线工厂计划在 4 月 23 日前后复工。 超过一个月的假期，在泰达工厂很少见。成立 21 年的泰达工厂，是天津一汽丰田规模最大的生产基 地，威驰、皇冠、锐志、卡罗拉等一汽丰田最为畅销的车型先后在此投产。 2022 年，泰达基地整车产能 62 万辆，占一汽丰田整车总产能的 66%。但转入 2023 年，泰达工厂 全年产能约 20.4 万辆，仅为上一年的 1/3。 大背景是燃油车在中国汽车市场的份额下滑。 2023 年初，泰达工厂第 2 生产线被传将出售给比亚迪。此前，比亚迪与丰田成立合资公司，计划共 同开发纯电动车型。一汽丰田虽予以否认，但确认第 2 生产线会在同年 5 月暂时关停，关停期将持 续一年半。 于是过去一年，泰达第 2 生产线人员陆续向泰达工厂第 3 生产线、新一工厂、新能源工厂及成都工 厂转移。2023 年 4 月，一汽丰田威驰正式停产 ...