凤凰网科技讯 9月30日，汽车博主"孙少军09"发文称，尊界S800上周订单520辆，实际交付接近600台。 要做好尊界S800在Q4季度单周峰值，会超过BBA，即奔驰S级+迈巴赫+宝马7系+奥迪A8总和。 昨日，该博主分享了上周鸿蒙智行、零跑、蔚来汽车的订单数据。其中，鸿蒙智行上周新增订单破7.5 万，问界M7带动三个车型全面上涨。 据了解，9月23日，全新问界M7正式上市。新车提供增程与纯电两种动力形式，共推出12款配置车型， 官方指导价27.98万元起。尺寸上。全新问界M7长宽高分别为5080/1999/1780毫米，轴距达3030毫米。 相较于老款，其车长、宽度、高度及轴距均有显著提升，其中轴距增加210毫米，将带来更宽敞的乘坐 空间。 ...

鸿蒙智行宣布，旗下超豪华轿车尊界S800在上市仅4个月后，大定订单已突破1.5万台。值得注意的是， 本月16日这一数字还停留在1.4万台，仅十天便新增约1000台，折算下来日均订单达100台。对于一款起 售价超70万元、顶配超过百万元的超豪华轿车来说，这样的市场表现无疑十分亮眼。 用户画像方面，尊界S800的车主以高净值人群为主，男性占比高达八成，主要集中在40-50岁人群中。 其中，增购用户占50%，换购用户约30%，大多是劳斯莱斯、迈巴赫、保时捷等超豪华品牌的原车主。 从配置选择看，40%的客户选择4座星辉行政版，20%选择顶配4座星耀行政版，而5座版本的两款车型 各占20%。 放眼豪华车市场，尊界S800的成绩也极具竞争力。作为对比，2024年奔驰S级在中国市场销量为16121 辆，宝马7系为10452辆，奥迪A8L为9022辆。尊界S800用短短几个月就接近甚至追平这些传统豪华品 牌，显示出强大的市场号召力。 在选装偏好上，尊界S800的用户更加注重后排的私密性与智能化体验。其中，隐私巨幕套件+后排智能 交互系统、后排隐私光幕的选装比例超过70%，智能星空顶的选装比例也超过60%。不少用户在购车时 的 ...

"曾梦想仗剑走天涯，看一看世界的繁华……蓝莲花，啊！！！" 当年许巍写下这首歌的时候，大概不会想到，自己有一天会成为无数人心中的"318川藏线形象大使，中国辞职协会会长，越野车品牌、中石油&中石化战 略合作伙伴……" 图片源自B站@丁丁玩车 作为一名汽车维修UP主，老丁主页单纯修车视频越来越少，反倒是"挑战开一辆1万多买的宝马7系去西藏、挑战开一辆35万公里20年前的奔驰S自驾游新 疆"等自驾视频，成了内容主体。 当然，这些看上去花花绿绿、略显"不靠谱"的老车，都是经丁师傅亲手修好的。哪怕在路上抛了锚，他也能随时化身维修工。我们也温馨提示：没有丁师 傅的同款手艺，请勿轻易模仿。 如今《蓝莲花》几乎成了户外旅行视频的标配BGM，"去西藏"也成为所有户外旅行创作者的流量放大器。 「克劳锐」持续关注的UP主@丁丁玩车 ，最近就带来了万人催更的节目——开着拖车去西藏，走到哪里救哪里。 虽然这次丁师傅这次进藏没有开宝马7系、奔驰S这样的"豪车"，但"拖车的反差感+西藏自带的流量属性"，还是让他的视频播放量稳定在二三十万，高的 甚至逼近百万。 图片源自B站@丁丁玩车 青春没有售价，进藏自带流量 在户外、旅行创作领域，去西 ...

Core Viewpoint - The recent adjustment of the luxury car tax in China has significantly impacted the high-end automobile market, with a new threshold set at 900,000 yuan (excluding VAT), affecting both traditional fuel vehicles and new energy vehicles [3][4][25]. Summary by Sections Tax Policy Changes - The luxury car tax threshold has been lowered from 1.3 million yuan to 900,000 yuan, which means that vehicles priced between 1.017 million and 1.469 million yuan will now incur an additional 10% tax [4][25]. - The new tax policy includes a broader range of vehicle types, explicitly incorporating new energy vehicles [4][5]. Market Reactions - The announcement led to a surge in consumer activity, with many rushing to dealerships to purchase vehicles before the new tax took effect [5][7]. - Dealers extended their hours and offered incentives to facilitate sales, with some models experiencing price increases due to the tax adjustment [8][10]. Impact on Luxury Brands - Brands such as Land Rover, Porsche, and Mercedes-Benz are particularly affected, as many of their models now fall under the new tax bracket [14][18]. - The luxury car market has shown structural differentiation, with traditional fuel vehicles facing intensified competition from new energy models [5][25]. Consumer Sentiment - Some consumers expressed frustration over the sudden tax increase, with a mix of reactions ranging from acceptance to reconsideration of purchases [11][12][22]. - The luxury car tax adjustment has prompted some buyers to contemplate canceling orders or seeking refunds on deposits [12][14]. Manufacturer Responses - Jaguar Land Rover and Mercedes-Benz announced full subsidies for the luxury tax for specific models purchased within a limited timeframe, aiming to mitigate consumer dissatisfaction [19][21]. - The response from manufacturers indicates a proactive approach to retain customer loyalty amidst the tax changes [19][22]. Market Dynamics - The adjustment is expected to reshape the competitive landscape of the luxury car market, with potential shifts in consumer preferences towards brands that can offer better pricing strategies [26][30]. - The rise of domestic luxury brands, such as the Yudo U8 and the Zun Jie S800, is seen as a positive outcome from the tax adjustment, providing more options for consumers [30][31].

Core Viewpoint - The recent adjustment of the luxury car tax in China has significantly impacted the high-end automobile market, with the threshold for tax applicability lowered from 1.3 million yuan to 900,000 yuan, affecting both traditional fuel vehicles and new energy vehicles [4][5][32]. Group 1: Tax Policy Changes - The new luxury car tax policy will take effect on July 20, lowering the retail price threshold for tax applicability from 1.3 million yuan to 900,000 yuan for various types of vehicles, including new energy cars [4][5]. - The effective price threshold for new cars, including tax, has decreased from 1.469 million yuan to 1.017 million yuan, meaning any new car priced between these amounts will incur an additional 10% luxury car tax [5][32]. Group 2: Market Reactions - The announcement of the new tax policy led to a surge in consumer activity, with many rushing to dealerships to purchase vehicles before the tax took effect, resulting in extended store hours and a rapid depletion of available stock [6][8]. - Luxury car brands such as Land Rover and Porsche have been particularly affected, with many of their models now falling under the new tax regulations, prompting a rush among consumers to secure vehicles before the tax increase [9][24]. Group 3: Brand-Specific Impacts - Brands like Porsche and Land Rover are expected to be the most impacted by the new tax policy, as many of their high-end models exceed the new price threshold [24][25]. - The luxury car market share is dominated by brands such as Mercedes-Benz, which holds 48% of the market share for vehicles priced above 1.017 million yuan, followed by Land Rover at 23% and Porsche at 18% [33]. Group 4: Consumer Sentiment - Some consumers expressed frustration over the sudden tax increase, with a notable number considering canceling their orders or seeking refunds on deposits due to the unexpected financial burden [12][13]. - Despite the discontent, some consumers have accepted the additional tax as a necessary contribution to government revenue, indicating a mixed sentiment towards the policy change [12][29]. Group 5: Future Market Dynamics - The adjustment of the luxury car tax is anticipated to reshape the competitive landscape of the luxury car market, potentially benefiting domestic brands as they gain more market opportunities due to the lowered tax threshold [41][42]. - The luxury car market is expected to see a shift in consumer preferences, with buyers possibly opting for high-end models from domestic brands that can strategically adjust pricing to avoid the luxury tax [36][40].

Core Viewpoint - The recent adjustment of the luxury car tax in China has significantly impacted the high-end automobile market, with the threshold for tax applicability lowered from 1.3 million yuan to 900,000 yuan, affecting both traditional fuel vehicles and new energy vehicles [3][4][27]. Group 1: Tax Policy Changes - The new luxury car tax policy will take effect on July 20, lowering the retail price threshold for tax applicability from 1.3 million yuan to 900,000 yuan for various types of passenger cars and light commercial vehicles [3][4]. - The inclusion of new energy vehicles in the tax scope is a notable change, expanding the range of vehicles subject to the luxury car tax [4][27]. Group 2: Market Reactions - Following the announcement, there was a surge in consumer activity, with many rushing to dealerships to finalize purchases before the new tax took effect, leading to extended store hours and increased sales efforts [5][6][7]. - Some consumers who had already placed deposits on vehicles began to reconsider their purchases due to the unexpected tax increase, with reports of potential cancellations [10][13]. Group 3: Impact on Specific Brands - Brands such as Land Rover and Porsche are expected to be significantly affected, as many of their models now fall within the new tax range, leading to increased urgency among consumers to purchase before the tax implementation [9][21]. - The luxury car market is experiencing structural changes, with traditional fuel vehicles facing intensified competition from new energy models, further complicated by the new tax policy [5][27]. Group 4: Sales Data and Market Share - In the market segment affected by the new tax, Mercedes-Benz holds a 48% share, followed by Land Rover at 23% and Porsche at 18%, indicating a competitive landscape that may shift due to the tax changes [29][30]. - The sales figures for luxury vehicles show that models like the Range Rover and Porsche Cayenne are among the top sellers, highlighting the potential impact of the new tax on their sales dynamics [30]. Group 5: Future Market Dynamics - The adjustment of the luxury car tax is expected to alter the competitive landscape, potentially benefiting domestic luxury brands as they may find new opportunities in the market previously dominated by imported vehicles [34][35]. - The ongoing decline in imported vehicle sales suggests that domestic brands could capitalize on the new tax structure, appealing to consumers looking for alternatives in the luxury segment [34].

Core Viewpoint - The new luxury car tax policy in China, effective from July 20, 2023, lowers the threshold for luxury car taxation, impacting the sales dynamics of high-end automotive brands significantly [1][2][14]. Group 1: Tax Policy Changes - The luxury car tax threshold has been reduced from a retail price of 1.3 million yuan (excluding VAT) to 900,000 yuan, now including various types of vehicles, including electric and fuel cell cars [1][2]. - The new tax policy results in a new taxable price range for vehicles, with the inclusive tax price threshold dropping from 1.469 million yuan to 1.017 million yuan [2][14]. Group 2: Market Reactions - The announcement of the tax change led to a surge in sales as consumers rushed to purchase vehicles before the new tax took effect, with reports of extended store hours and high sales activity [3][11]. - Major luxury brands like Porsche, Land Rover, and Mercedes-Benz experienced significant consumer interest, with many buyers attempting to finalize purchases before the tax increase [3][5][11]. Group 3: Impact on Luxury Brands - The new tax policy is expected to affect the sales of high-end models from brands such as Porsche, Land Rover, Mercedes-Benz, BMW, Audi, and Lexus, with many models now falling under the new tax bracket [7][9][10]. - Brands like Porsche and Land Rover are particularly impacted, as a significant portion of their models exceed the new tax threshold [10][11]. Group 4: Consumer Behavior - Consumers who had already placed orders for vehicles are reconsidering their purchases due to the unexpected tax increase, with some contemplating canceling their orders [6][7]. - The market dynamics are shifting, with potential buyers now looking at alternative models that may fall below the new tax threshold, indicating a possible change in consumer preferences [17][18]. Group 5: Market Outlook - The adjustment in luxury car tax is seen as a response to the changing market conditions, where high-end car sales have been declining, and promotional pricing has increased [14][18]. - The new tax structure may provide opportunities for domestic luxury brands, as the lowered threshold could allow them to capture a larger market share previously dominated by imported luxury vehicles [18][19].

Group 1 - The article discusses the patent application by Seres Automotive for an automatic sensing vehicle trash can, which simplifies usage by eliminating the need for manual operation [1] - Ford Motor Company is recalling nearly 700,000 vehicles in the U.S. due to potential fuel injector failures that could lead to fuel leaks and increased fire risk [2] - BMW's 7 Series is set to undergo a mid-cycle refresh, featuring redesigned split headlights and a full-width tail light bar, enhancing its luxury design [3] Group 2 - Stellantis has decided to abandon its hydrogen fuel cell vehicle project, citing limited infrastructure and high capital requirements as key reasons for this decision [4] - The company will not proceed with the production of its new hydrogen-powered Pro One series trucks, originally planned for mass production in France and Poland [4]

Core Insights - The traditional dominance of high-end brands in the large sedan market is being challenged by domestic brands, which have historically struggled in this segment but are now making significant advancements with new models like the ZunJie S800 and Chery A9L [2][3][6] Market Dynamics - Domestic brands have less than 20% market share in the large sedan segment, contrasting with over 50% in the SUV and new energy vehicle markets [2] - The introduction of new energy vehicles is providing domestic brands with an opportunity to redefine standards in the large sedan market [3] Technological Innovations - The ZunJie S800 features a "smart variable architecture" platform for flexible adjustments, while the Chery A9L utilizes solid-state battery technology with a density of 400Wh/kg and a range exceeding 800 kilometers [3] - Innovations in autonomous driving and smart configurations are evident, with the ZunJie S800 supporting L4 autonomous driving and the Chery A9L featuring a holographic projection interaction system [3][4] Consumer Acceptance - The acceptance of high-end domestic sedans is increasing, with the average price of the BYD "Yangwang" series SUVs exceeding 800,000 yuan and the NIO ET9 receiving over 5,000 orders within a week of pre-sale [6] - The price range for new domestic large sedans is between 500,000 to 800,000 yuan, directly competing with traditional luxury models like the Mercedes S-Class and BMW 7 Series [6] Strategic Importance - Success in the large sedan market is crucial for domestic brands' global competitiveness, representing a comprehensive capability in R&D, manufacturing, and service [8] - The shift from trade-based strategies to localized production and customized development is evident, with models like the Chery A9L debuting in Hong Kong as a symbol of internationalization [8] Industry Impact - The push into the large sedan market is expected to drive the entire supply chain towards higher-end development, with significant investments in R&D exceeding 20 billion yuan in 2024, influencing nearly 100 billion yuan in upstream and downstream investments [8][9] - The emergence of competitive domestic large sedans marks a transition from being followers to leaders in the global automotive industry [9]

Investment Rating - The report does not explicitly state an investment rating for the industry or the specific vehicle model, but it highlights the potential for the Hongmeng Zhixing brand to disrupt the high-end automotive market [4][14]. Core Insights - The launch of the Zun Jie S800 marks a significant step for the Hongmeng Zhixing brand into the ultra-high-end market, aiming to compete with established foreign luxury brands such as Audi A8, BMW 7 Series, and Mercedes-Benz S-Class [4][14]. - The Zun Jie S800 is equipped with Huawei's latest full-stack intelligent technologies, including the ADS4 autonomous driving system, which positions it as a leading model in the luxury segment [2][4]. - The pricing of the Zun Jie S800 ranges from 708,000 to 1,018,000 yuan, making it the highest-priced model in the Hongmeng Zhixing lineup [3][10]. Summary by Sections Event Overview - On May 30, 2025, the Zun Jie S800, developed by Jianghuai Automobile in collaboration with Huawei, was officially launched with a price range of 708,000 to 1,018,000 yuan, with mass deliveries expected to begin in mid-August [1][9]. Product Features - The Zun Jie S800 features six advanced intelligent technologies, including the Tuling Longxing platform and the Huawei Giant Whale Battery 2.0, enhancing its appeal in the luxury market [2][4]. Market Outlook - The Zun Jie S800's release signifies a strategic move by Hongmeng Zhixing to penetrate the ultra-high-end market, which has been dominated by foreign brands. The report suggests that this model could redefine the competitive landscape in this segment [4][14]. - Historical sales data indicates that foreign luxury brands have seen significant sales in China, with Audi A8, BMW 7 Series, and Mercedes-Benz S-Class collectively selling approximately 61,000 units in 2021 and 47,000 units in 2024 [14][15]. Competitive Analysis - The Zun Jie S800 aims to challenge the existing market players, similar to how the Hongmeng Zhixing's previous model, the Wen Jie M9, successfully disrupted the mid-to-high-end SUV market [14].