吉利银河今年销量逼近百万，集团对明年的销量预期也 "很乐观"。 文 丨 曾兴 编辑 丨 龚方毅 我们多方获悉，沈阳原上汽通用北盛工厂（三期）正在改造中，后续将用于补充吉利银河产 能。一位接近吉利的人士称，"沟通挺久了，现在银河的产能紧张。" 另有知情人士称，吉利 也曾和一家合资车企洽谈租用其沈阳厂区生产，但并未谈妥。 北盛工厂曾是上汽通用在中国的四大生产基地之一，负责生产别克 GL8、昂科威等燃油车型， 年产能超过 30 万辆。工厂共有三期，最早的一期工厂建于 2004 年，两年后扩建二期工厂。一 期、二期工厂也被称为南厂，2014 年建成的三期工厂被称为北厂。今年 2 月北盛工厂被全面关 停。 据辽宁省拍卖行 9 月底发布的公告，建成时间更久的南厂将被拆除，所在地将用于房地产开 发。更新的三期工厂则在改造中。今年 5 月，沈阳吉驰汽车注册成立，将投入 8.9 亿元招标改 造北盛三期工厂。天眼查显示沈阳吉驰由沈阳大东区国资委全资拥有，"董监高" 等也均和沈阳 大东区国资委有关。 吉利银河销量大涨，现有产能无法满足需求 今年 10 月，吉利银河共卖出 12.7 万辆新车，同比增长 101%，创历史新高，也提前达 ...

Core Insights - The market share of joint venture brands has decreased from nearly 70% to below 40%, facing challenges from domestic and new energy vehicle (NEV) competitors [1] - Despite the challenges, joint venture brands have shown signs of recovery in May, with several brands reporting increased sales [2][3] Group 1: Sales Performance - In May, the total retail volume of passenger cars reached 1.932 million units, with domestic brands selling 1.26 million units (up 29% year-on-year) and mainstream joint venture brands selling 470,000 units (down 5% year-on-year) [3] - The decline in sales for joint venture brands has slowed, with the drop not exceeding 5% in recent months, compared to double-digit declines earlier in 2024 [4][5] - Specific joint venture brands reported the following sales figures in May: SAIC Volkswagen (87,000 units, up 4.3%), FAW Toyota (68,000 units, up 24%), and GAC Toyota (62,000 units, up 1.82%) [2] Group 2: Factors Influencing Sales - The "trade-in" policy has significantly supported sales, with nearly 70% of private car buyers utilizing this policy in May [6] - Many models from joint venture brands have undergone technical upgrades, contributing to sales growth [6][7] - Price competition has intensified, with discounts on B-class cars reaching up to 50,000 yuan, making them more attractive to consumers [7] Group 3: New Energy Vehicle (NEV) Development - Joint venture brands are increasingly focusing on NEVs as traditional fuel vehicles reach a sales plateau [10][11] - Recent months have seen improved sales for NEV models from joint venture brands, with GAC Toyota's Platinum 3X achieving monthly sales of over 6,700 units [11][12] - The shift in pricing strategy towards more competitive pricing for NEVs has also contributed to sales growth [12] Group 4: Future Outlook - The upcoming year is expected to be significant for joint venture brands as they plan to launch a range of new energy products [13] - The key to success in the NEV market lies in adapting to market demands and learning from successful strategies employed by domestic brands and new energy players [12][13]

Core Viewpoint - BYD has launched a significant price reduction strategy for its smart driving models, marking a shift in focus from hardware equality to intelligent equality, amidst increasing competition in the electric vehicle market [2][6][7] Group 1: Price Reduction Strategy - BYD announced price cuts for 22 smart driving models across its Dynasty and Ocean series, with reductions up to 53,000 yuan, creating new price lows for its smart models [2][3] - The Ocean series features models starting at 55,800 yuan, with the largest price drop seen in the Seal 07 DM-i smart version, now priced at 102,800 yuan, down 53,000 yuan from the original price [3] - The Dynasty series has 12 smart models with starting prices reduced to 63,800 yuan, with the highest drop being 32,000 yuan, bringing the starting price to 217,800 yuan [3] Group 2: Market Response - The promotional activities have led to increased foot traffic in BYD stores, with various discount forms including cash reductions and trade-in subsidies, attracting consumer interest [4] - Consumers have expressed strong positive reactions to the price cuts, feeling that the offers present a compelling value proposition [5] - Analysts believe that the promotion will boost short-term sales and enhance BYD's brand image, potentially leading to increased market share in the long run [5] Group 3: Industry Impact - BYD's pricing strategy has triggered a chain reaction in the industry, with competitors like Geely and SAIC General also announcing price cuts and promotional offers [6][8] - The automotive market is experiencing a shift in pricing strategies, with a focus on intelligent features becoming standard rather than premium, indicating a potential transformation in the value system of the industry [2][6] - The competition is expected to intensify as companies strive to balance pricing with technological advancements and supply chain efficiency [6][8] Group 4: Sales Goals - BYD aims to achieve a sales target of 5.5 million vehicles by 2025, with a current completion rate of approximately 25% based on sales of 1.3809 million vehicles in the first four months of the year [7] - To meet its ambitious sales goals, BYD needs to maintain a monthly sales volume exceeding 410,000 units for the remainder of the year [7]