新华财经北京7月8日电 2025年新能源汽车下乡活动开展已经满月。从各地政策响应和主流车企策略转 向中可以看出，随着下沉市场消费升级，以及充换电设施建设等"堵点"逐步打通，县域正成为新能源汽 车的下一个关键阵地。 对于整车厂商而言，下沉市场不仅意味着潜在的销量增长极，更是生态和产品体系重塑的关键战场。在 行业竞争烈度空前的当下，各大品牌纷纷布局县乡一级营销渠道与网络生态，优化产品矩阵——未来谁 争取到县域消费者的青睐，谁就有了打开"第二增长曲线"的机会。 活动密集落地：政策倾斜撬动县域新能源汽车需求 6月3日，工业和信息化部、国家发展改革委等五部门发布《关于开展2025年新能源汽车下乡活动的通 知》，提出将选取一批新能源汽车推广比例不高、市场潜力较大的典型县域城市，以此为中心辐射周边 乡镇，推动优质资源向乡村地区倾斜。 在新能源汽车发展的历程中，县域尤其是农村曾是长期被低估的"沉默需求"，但过去两年来，随着下沉 市场的潜力释放，激活县域消费已然成为各地的政策共识。 记者调研发现，活动开展至今，江苏省、海南省、陕西省、安徽省、山东省等多省份积极响应，组织新 能源汽车下乡活动，辐射超200个县域市场。多省倡导每地 ...

Core Viewpoint - SAIC-GM-Wuling has achieved remarkable sales growth in the first half of 2025, with a total sales volume of 764,544 vehicles, representing an 18.3% year-on-year increase, and a significant 73.8% increase in new energy vehicle sales [2][3][21]. Group 1: Sales Performance - In June 2025, SAIC-GM-Wuling sold 126,413 vehicles, marking a 32.1% year-on-year growth, with new energy vehicle sales reaching 70,357 units [2]. - The company has maintained over 50% year-on-year growth in new energy vehicle sales for six consecutive months [2]. Group 2: Transformation Strategy - The success of SAIC-GM-Wuling's transformation is attributed to its focus on genuine user needs, driving innovation through technology and industry chain collaboration [5][24]. - The "Wuling Model" serves as a replicable example for the transformation of traditional manufacturing in China, demonstrating the potential of traditional industrial systems in the new era [5][18]. Group 3: Product Development - SAIC-GM-Wuling emphasizes user-centric product development, focusing on practical solutions that avoid redundant features, aligning with the principle of "affordable, usable, and good" [8][10]. - The company has launched various models tailored to specific user scenarios, such as the Hongguang MINIEV for urban commuting and the Wuling Bingguo for family outings [10]. Group 4: Systematic Engineering - The transformation is driven by the "125" project, integrating innovation across government, industry, academia, research, and application [12]. - SAIC-GM-Wuling has developed a proprietary technology system, including six core technologies, and has achieved significant breakthroughs in key areas [12][14]. Group 5: Industry Chain Development - The company has established five billion-yuan autonomous industrial clusters in Liuzhou, enhancing local supply chain capabilities and increasing localization rates from 36% to 63% [16]. - SAIC-GM-Wuling is leading the transformation of the aluminum industry in Guangxi, creating an integrated ecosystem for high-value automotive components [17]. Group 6: Global Expansion - In the first half of 2025, SAIC-GM-Wuling's new energy vehicle exports reached 35,964 units, a 147.6% year-on-year increase, with a notable 250.5% increase in June alone [21]. - The company is implementing a regional integration strategy in Southeast Asia, focusing on local production and supply chain development [22]. Group 7: Lessons for the Industry - SAIC-GM-Wuling's experience illustrates that the challenges faced by traditional automakers in transformation are more about the choice of development path rather than scale [25][26]. - The company's approach of precise positioning, system reconstruction, and ecological collaboration provides valuable insights for other traditional manufacturers undergoing transformation [24][26].

五菱银标上半年累计销量311,537辆，同比增长27.4%。核心产品表现如下：宏光MINIEV家族1-6月销量171,064辆，同比增长105.4%，累计销量突破160万 辆；其四门版上市4个月销量94,504辆。缤果家族1-6月累计销量95,209辆，同比增长33.1%。星光家族1-6月累计销量27,230辆，累计销量突破14万辆。 宝骏汽车：销量保持增长态势 2025年6月，上汽通用五菱实现销量126,413辆，同比增长32.1%。其中，新能源车型销量达70,357辆，同比增长73.8%。上半年，公司全球累计销量为764,544 辆，同比增长18.3%；新能源车型累计销量413,314辆，连续6个月同比增长超过50%。同期，公司累计出口125,539台/套，同比增长17.1%，新能源出口连续3 个月同比增长超200%。 五菱红标：商用车市场表现稳定 五菱红标上半年累计销量309,928辆，同比增长10.4%。新能源车型累计销量66,289辆，同比增长293%，销量占比连续3个月超过23%。具体车型方面：五菱 扬光家族1-6月累计销量28,580辆；五菱宏光家族累计销量66,761辆，同比增长45.7%；五 ...

办公室的小K，前些日子回了趟县城老家。 那一瞬间小K以为自己看错了，以为自己见证了返老还童的奇迹。 但回家和亲戚一聊，他才意识到时代变了，正所谓： 老头乐老头乐，老头乐完孙子乐。 十几辆颜色各异的老年代步车，沿着田垄地排成一列，气势逼人。 一扇扇薄如蝉翼的车门打开，从里面钻出的，却是20多个精瘦的精神小伙。 那是一个平凡的傍晚，在老家的黄土道上，老K路遇了一场"老头乐车友会"。 一、精神小伙开老头乐，带派 县城的精神小伙儿和小妹儿，经常称自己为"混的人"。 而为了能在公共交通相对不便的地界自由行动，"混的人"就需要配"混的车"。 以前，"混的车"基本都是两轮的改装电驴，一台台上面都附着了五彩斑斓的灯条。 品牌则首推九号，那黑底的炫酷车标，曾一度成为少年世界里，不逊色于烟卡的信仰。 这种昔日用来代步买菜的低速电动蹦蹦，现在已经进化成了县城专属的"小伙儿运兵车"。 但现如今，"混的车"不仅由两轮进化成了四轮，还多了一个除了能防雨其他什么都防不住的壳子。 爸爸妈妈为腿脚不便的爷爷奶奶所购置的出行工具，最终成了孙子孙女进行"十字路口社交"的环保座驾。 这小车，无需驾照，坐上即开，速度可观，停哪都行，虽然在土路上开快了 ...

以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 "特斯拉今年都'下乡'卖到农村了""老家18线城市，竟然这么多充电桩？"……社交平台上，网友们的讨论呈 现出了一个新趋势—— 新能源汽车的舞台，从最初聚焦于繁华的一二线城市，延伸至四五线城市。 数据印证了这一转变。仅用四年时间（2020-2024年），新能源车在三线及以下城市的销量便从不足50万辆 飙升至突破500万辆。其增速不仅跑赢大盘，市场份额更从32.1%大幅跃升至47.1%，几乎占据半壁江山。 这股来自下沉市场的强劲购买力，正在重塑行业版图。 我们不禁好奇，哪些新能源车型在下沉市场热销？ 是谁在买单？他们的购车偏好，又与一二线城市消费者有何不同？ 低线级城市最受欢迎的车：宏光MINIEV、星愿、海鸥 下沉市场的新能源热潮与差异，首先体现在了畅销车型的榜单上。根据易车榜发布的2025年1季度各线城市 车型销量排名，不同线级人群对车型的喜爱程度展现出比较大的差异。 一线和新一线城市 ...

Core Viewpoint - Geely Holding Group announced the appointment of Zhou Ying as the Executive Vice President of Lynk & Co, transitioning from his role at SAIC Motor's MG brand, indicating a strategic move to enhance leadership and marketing capabilities within Lynk & Co [1][12]. Group 1: Zhou Ying's Background and Experience - Zhou Ying, aged 38, has a diverse background in the automotive industry, having joined SAIC-GM-Wuling in 2011 and held various marketing roles, contributing significantly to the brand's success during his tenure [6][8]. - Under Zhou's leadership, SAIC-GM-Wuling achieved annual sales exceeding 1.4 million units from 2020 to 2023, with the Wuling Hongguang MINI EV becoming a top-selling vehicle in China, accumulating 1.4 million sales since its launch in July 2020 [8][9]. - After a brief stint at Xiaomi Automotive, where he served as the marketing head, Zhou returned to SAIC-GM-Wuling before moving to Lynk & Co, showcasing his adaptability and strategic vision [8][9]. Group 2: Zhou Ying's Impact at MG - Zhou was appointed as the General Manager of the MG brand in December 2024, where he initiated significant reforms aimed at global product development and market expansion [9][11]. - He emphasized the importance of brand, product, marketing, and channel rejuvenation, establishing a dedicated brand team and advocating for a stronger public relations and new media team [11]. - During his tenure, MG's sales from January to May 2024 reached 43,200 units, reflecting a 30% year-on-year increase, indicating the effectiveness of his strategies [11]. Group 3: Future Implications for Lynk & Co - Zhou's extensive experience across joint ventures, independent brands, and new forces in the automotive sector is expected to bring transformative changes to Lynk & Co, although the specific outcomes remain to be seen [12].

以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 来源丨DT 商业观察（ID：DTcaijing） "特斯拉今年都'下乡'卖到农村了""老家18线城市，竟然这么多充电桩？"……社交平台上，网友们的 讨论呈现出了一个新趋势—— 作者丨 徐美慧 编辑丨张晨阳 图源丨五菱银标官博 新能源汽车的舞台，从最初聚焦于繁华的一二线城市，延伸至四五线城市。 数据印证了这一转变。仅用四年时间（2020-2024年），新能源车在三线及以下城市的销量便从不 足50万辆飙升至突破500万辆。其增速不仅跑赢大盘，市场份额更从32.1%大幅跃升至47.1%，几乎 占据半壁江山。 这股来自下沉市场的强劲购买力，正在重塑行业版图。我们不禁好奇，哪些新能源车型在下沉市场热 销？是谁在买单？他们的购车偏好，又与一二线城市消费者有何不同？ 低线级城市最受欢迎的车：宏光MINIEV、星愿、海鸥 下沉市场的新能源热潮与差异，首先体现在了畅销车型的榜单上。 根据易车榜发布的20 ...

以下文章来源于凤凰WEEKLY ，作者凯斯 有温度、有情感、有趣味的新媒体。 日本的车商，这两年爱上了"拆"中国的新能源汽车： 比亚迪海鸥，吉利极氪，五菱宏光MINI，小米SU7，蔚来ES8...... 中国车企出一辆，日本车商就拆一 辆 。 来源丨 凤凰WEEKLY（ID：phoenixweekly） 作者丨凯斯 编辑丨闫如意 图源丨Midjouney 不仅将拆解细化到了每一个零部件，甚至还将比亚迪拆出了一本详尽的解析手册。 手册售价高达人民币 约 4.37万元 。 这一切，不由得让人梦回半个世纪前。 凤凰WEEKLY . 如今的日本，在很多人看来是重视原创保护的制造业强国。 但实际上， 日本曾是世界上数一数二的 "山寨大国" 。 几乎在所有领域，日本都对欧美的先进产品，进行了堪称像素级的拆解和模仿，一度让美国感到非常 不爽。 而今， 这个早已将自己"洗白"的 山寨大国， 似乎正打算 卷土重来 。 日本，曾经的山寨大国 在今天，不少日本制造的产品，都以其优秀的设计见长。 无印良品高冷极简的家居小玩意儿，三宅一生和川保久玲的服装衣包..... 日本在原创设计上十分出挑，以至于小米都在前几年，请来原研哉为公司设 ...

Core Viewpoint - The emergence of "zero-kilometer used cars" in the Chinese automotive market is a response to inventory pressure and sales targets faced by manufacturers and dealers, leading to significant price reductions in the second-hand car market [2][3][24]. Group 1: Definition and Characteristics - "Zero-kilometer used cars" refer to vehicles that have completed registration but have extremely low mileage, often less than 100 kilometers, making them almost new [2][21]. - These vehicles are typically sold by manufacturers directly to used car dealerships, which then resell them to consumers [6][12]. Group 2: Market Dynamics - The current market for "zero-kilometer used cars" is driven by a price war and an imbalance in supply and demand, with these cars serving as a "release valve" for manufacturers and dealers to manage excess inventory [3][24]. - The sales volume of "zero-kilometer used cars" is estimated to account for 5%-10% of the total used car market, translating to approximately 1-2 million units based on projected total used car transactions in 2024 [21][24]. Group 3: Sources and Distribution - The sources of "zero-kilometer used cars" include excess inventory from 4S dealerships, vehicles from rental companies, and those produced to exploit subsidy loopholes [14][15]. - Many used car dealers find it challenging to access these vehicles directly from manufacturers, often relying on established relationships or group purchases to acquire them [15][16]. Group 4: Market Impact - The rise of "zero-kilometer used cars" is expected to intensify competition in the used car market, particularly affecting the sales of "quasi-new cars" [27][28]. - The phenomenon may lead to a decline in the perceived value of traditional used cars, as consumers may prefer the nearly new condition of "zero-kilometer used cars" at similar price points [28][29]. Group 5: Regulatory Considerations - Experts suggest that the lack of regulatory measures for "zero-kilometer used cars" could lead to potential market manipulation, and there are calls for improved oversight from government bodies [32][33]. - Recent discussions among industry stakeholders, including the Ministry of Commerce, aim to address the implications of "zero-kilometer used cars" on the market [33].

以下文章来源于DT商业观察 ，作者DT商业观察 DT商业观察 . 本文来自微信公众号： DT商业观察 （ID：DTcaijing） ，作者：DT商业观察，题图来自：视觉中 国 "特斯拉今年都'下乡'卖到农村了""老家18线城市，竟然有这么多充电桩？"……社交平台上，网友们 的讨论呈现出了一个新趋势： 新能源汽车的舞台，从最初聚焦于繁华的一二线城市，延伸至四五线城市。 数据印证了这一转变。仅用四年时间 （2020～2024年） ，新能源车在三线及以下城市的销量便从不 足50万辆飙升至突破500万辆。其增速不仅跑赢大盘，市场份额更从32.1%大幅跃升至47.1%，几乎 占据半壁江山。 这股来自下沉市场的强劲购买力，正在重塑行业版图。我们不禁好奇，哪些新能源车型在下沉市场热 销？是谁在买单？他们的购车偏好，又与一二线城市消费者有何不同？ 一、低线级城市最受欢迎的车： 宏光MINIEV、星愿、海鸥 第一财经旗下年轻态财经商业媒体。关注消费、互联网、电商、文娱、科技、城市等领域，融合媒体和 研究机构的禀赋，厘清趋势和商业间的关系，用年轻化的视角认识商业世界。 同样，对于低线级城市，纯电车型接受度没有高线级城市高，燃油车 ...