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比亚迪的“刀片”和日本市场的“铠甲”
经济观察报· 2025-11-03 14:09
Core Viewpoint - BYD has established a dual product line of pure electric and hybrid vehicles in Japan, with the introduction of the K-EV model catering to local travel needs [1][6]. Group 1: Market Presence and Competition - At the 2025 Japan Mobility Show, BYD was the only Chinese automaker present, while Japanese automakers showcased a variety of electric and hybrid vehicles [2][3]. - The Japanese automotive market is conservative, with local brands holding a dominant market share of over 90%, making it challenging for non-Japanese brands like BYD to gain traction [4][10]. - BYD has been in the Japanese market for over 20 years, initially focusing on battery technology before entering the electric bus and passenger vehicle segments in recent years [5][10]. Group 2: Product Strategy - BYD has launched several models in Japan, including the K-EV BYD PACCO and the Sealion 6 DM-i, aiming to create a product lineup that aligns with local consumer preferences [6][8]. - The K-Car segment, which accounts for 35% to 40% of the Japanese market, is a key focus for BYD, as the K-EV offers a pure electric range of 180 kilometers and features that differentiate it from traditional small displacement fuel vehicles [10][11]. Group 3: Sales Performance and Future Plans - Since entering the Japanese market, BYD has sold approximately 7,100 vehicles, which is modest compared to its performance in other global markets [10][13]. - BYD plans to expand its product offerings in Japan to 7 to 8 models by 2027 and aims to increase its sales points from 66 to 100 within the year [8][10]. - In September, BYD's monthly sales in Japan exceeded 800 units, indicating growing brand recognition and acceptance in the market [13].
宝马补的第二堂课,从Momenta开始
Jing Ji Guan Cha Bao· 2025-07-15 06:52
经观感知 继与鸿蒙生态展开合作仅数月后,宝马又进一步官宣:将与中国自动驾驶公司Momenta联合开发新一代 智能辅助驾驶系统,首先应用于2026年国产的新世代iX3车型。 这一消息本身并不出人意料,但宝马选择Momenta而非国际巨头供应商博世,仍然引发了外界关注。对 于宝马而言,这不仅是一次合作,更像是一场平衡与妥协的艺术。 实际上,宝马在智能驾驶的布局一直相对克制。此前宝马车型搭载的辅助驾驶系统,功能上仅停留在主 动巡航、车道保持、限速识别等较为基础的层面,而像城区导航辅助、高速匝道自动进出、红绿灯识别 等更高级别的功能,则始终没有放量应用。 另外一个值得注意的细节是,这套系统仅用于包括新世代iX3在内的国产车型,而不是宝马全球范围内 车型的统一方案。 这也显示出宝马总部的谨慎态度,它们尚未全面放开对智能驾驶技术路线的把控,而是在以一种有限、 可控的方式进行本土试验。如果这次试验成功,宝马或许会进一步加快全球统一智能驾驶架构的调整步 伐,但在当前,宝马更倾向于在中国市场进行谨慎探索。 这并非宝马技术上无法做到,而是在宝马看来,这些功能必须在完全验证可靠之前,才有资格正式推向 市场。 据36氪汽车报道,在2 ...