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BBA大幅降价 豪车格局要重新洗牌
Xi Niu Cai Jing· 2025-07-01 04:03
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].
销量减半利润压缩,二手车商困中求变
Qi Lu Wan Bao· 2025-06-09 21:25
6月的临沂气温居高不下,二手车交易市场却显得有些"清凉"。一位见证过行业黄金年代的从业者坦言,过 去一辆15万左右的车最高能赚3万元钱,但如今同样价位的车最多赚5000元左右,甚至赔本都得卖。在持续 亏损的压力下,众多二手车商默默离场。对于坚守市场的从业者而言,仍在苦苦探寻破局之道。 文/片主余凤临沂报道 偌大展厅冷冷清清 不少车都是亏本卖 走进临沂市兰山区双岭路与西中环路交叉口的兰华二手车交易市场,曾经熙熙攘攘的场景不复存在。尽 管处于营业时间,但偌大的市场透露出一股冷清。展厅里,前来看车的人屈指可数,商户们有的靠在躺椅上 打盹,有的围在一起喝茶解闷。 "以前行情好,近两年顾客少了很多。""君鑫名车"负责人王先生表示,现在二手车行情不好,以他的店为例, 两年前,一个月能卖五六十辆车,现在一个月只能卖出三十几辆车,相比之前销量缩减近一半。 深耕行业20余年的"中车汇"负责人刘秀传认为,二手车行业暴利的时代已经过去,"现在不少车是亏本卖, 价格一跌再跌,以2018年的奔驰E300为例,去年能卖到20多万元,现在降到14万元都无人问津。" "我的展厅面积算是比较大的,以前一个月能卖近200辆车,现在一个月也就能卖 ...