文 | 数说智行，作者 | 廖鸿杰，编辑 | 文祥 谁也没想到，燃油车的销量冠军，竟然是日产！ 近日，东风日产再度宣布，旗下的轩逸车型再度荣获2025年9月国内燃油车的销量冠军，并在宣传海报 上醒目地标注了"五连冠"！ （图片源自：东风日产微信公众号） 不是都说日系车不行了吗，为何燃油车的销量冠军是日系车？ 退一步说，即便日系车能夺得国内燃油车的销量冠军，那也应该是丰田啊，怎么会是日产？ 扛压的日系 在自主品牌迅速崛起的当下，日系车在中国市场接连受挫，这是事实。 当然，身处险境的不仅仅是日系车，几乎所有合资品牌都在面临着强压，只不过日产品牌的处境最为危 险罢了。 东风作为日产品牌唯一的合作方，东风日产的市场现状直接反映了日产品牌在中国市场的处境。 东风集团股份最新的产销数据显示：2025年1—9月东风日产（日产、启辰、英菲尼迪）汽车累计销量约 41.86万台，同比下降9.4%；2024年全年销量约63.16万台，同比下降12.72%。 看似正常，但这已经是东风日产连续第七年的销量下滑。10%上下的降幅，也只能解释为跌幅有所收 窄，还远没有出现"止跌回稳"的迹象。 从近十年的销量数据来看：2015年东风日产全年 ...

刚刚过去的9月，结合乘联会发布的最终成绩单，零售新能源渗透率一举达到夸张的57.8%，再创历史新高的同时，足足同比提升5个百分点。 而在之前的文章中，曾抛出过另一组数据。以8月为例，油车的促销力度达到22.9%，电车仅为10.7%，身处如今疯狂的内卷的中国车市，谁在苦苦支撑、 被动挨打，一目了然。 眼下，促使他换车最大的"催化剂"，除了家人用车需求的改变，还有今年即将退坡的报废置换补贴。 为此，考虑到老高的接受度，主动放弃了推荐纯电车型，转而向老高展示了目前主流的一系列增程大五座SUV，类似理想L6、尚界H5、问界M7等等爆款 产品，奈何全部被一一否决。 给出的理由非常简单，"开了一辈子大众，我还是相信它，还是相信油车。" 站在油车的角度，为了减缓自身份额的雪崩，必须采用类似"伤敌八百，自损一千"的方式，以利润换时间。 毕竟，一旦销量萎靡不振，便会引发研发端、制造端的成本摊销问题，进一步损害公司的整体运营情况，旗下诸多经销商也会遭受十分严重的冲击。 反正，在我的认知里，"今年的油车，已然陷入到了无可奈何的恶性循环。" 作为一名坚定不移的"新能源吹"，一直以来完全不理解为什么还有那么多人"执迷不悟"，不去选择各 ...

Core Viewpoint - The article highlights the significant decline in the sales and production of traditional fuel vehicles, particularly compact cars and SUVs, as consumer preferences shift towards new energy vehicles. It emphasizes the current market dynamics and pricing strategies of various fuel vehicle models, indicating a competitive landscape where traditional automakers are adjusting to maintain market share [1][56]. Fuel Sedan Segment - Nissan Sylphy has seen a price drop with the classic model now priced at 59,900 (down 20,000) and the new model at 84,900 (down 45,000), achieving a July sales figure of 26,000 units, which is half of its peak sales [2]. - Volkswagen Lavida's new strategy has resulted in July sales of 23,000 units, also a significant decline from its peak, with the new model acting more as a substitute for older models [4]. - Despite the decline, a monthly sales figure of 20,000 is still notable, as many manufacturers struggle to achieve such numbers across their entire lineup [5]. Fuel SUV Segment (Compact) - The Geely Boyue series is noted for its dual model strategy, with competitive pricing and features, making it a strong contender in the compact SUV market [29]. - The Toyota RAV4 is approaching the end of its product cycle, with recent price adjustments making it a potential buy for those considering trade-ins [37]. - The Haval Big Dog is gaining traction as the H6 declines, showcasing strong build quality and value in the SUV segment [35]. Fuel Sedan Segment (B-Class) - The Toyota Camry continues to lead in B-class fuel vehicle sales, achieving 18,000 units in July despite recent price increases [15]. - The Volkswagen Passat and Magotan are also performing well, with sales figures around 17,000 units, indicating strong consumer loyalty to these models [20][18]. General Market Trends - The article suggests that both traditional fuel vehicles and new energy vehicles are experiencing competitive pricing, making them more affordable compared to previous years [56]. - It emphasizes the importance of supporting a diverse automotive market, where both fuel and electric vehicles can coexist, reflecting a broader consumer choice [56].

Group 1 - The core viewpoint of the articles highlights the significant shift in the Chinese automotive market, where domestic brands are gaining market share at the expense of joint venture brands, particularly Japanese brands [2][10] - In the first quarter of this year, domestic brands achieved a record market share of 62.9%, while joint venture and independent brands, including Tesla, saw their share drop to 37.1%, down from 52.7% at the end of 2022 [2] - Japanese joint venture brands are struggling, with Nissan's sales in China decreasing by 27.5% in the first quarter, and their market share dropping to 11.2% in 2024 [2][10] Group 2 - The launch of the Dongfeng Nissan N7 represents a strategic shift for Japanese joint venture brands, moving from price competition to localization and integration of smart technology [5][12] - The N7's development involved a team of Chinese engineers and was designed based on the needs of Chinese consumers, showcasing a significant change in approach [5][12] - The GAC Toyota BZ3X also emphasizes localization, featuring advanced technology and design tailored to Chinese consumer preferences, achieving over 10,000 orders shortly after its launch [8][12] Group 3 - The articles discuss the broader trend of joint venture brands embracing localization in their strategies, with companies like Nissan and BMW investing heavily in local R&D and production capabilities [10][12] - Nissan plans to invest 10 billion yuan in its technology center in China over the next three years, aiming to enhance its R&D capabilities and speed up product development [12] - The shift towards a more localized approach is seen as essential for joint venture brands to remain competitive in the rapidly evolving Chinese automotive market [10][12]