以往十一长假是厂家和经销商最看重的时间节点之一，很多用户也会选择在这个期间看车做决策。不过今年的情况可能更复杂一些，九月底有大量新车上 市，另外各种购车政策变化也应接不暇，这一期我们找了5位合资品牌销售，来聊聊具体情况。 车型上看Q3、Q5、A6这三款车最好卖，保持稳定，最难卖的是Q2，怎么搞也卖不动。 十一这波价格回收幅度不大，还是冲着完成销量任务为主。再往后看，四季度如果国补是用抢券模式，省补又不延续的话，对于集客和成交都有很大影响， 真的是想想都难。 十一没有做车展，直接在店内搞的活动，无非就是砸金蛋抽奖之类的。过节期间每天平均客流20批，感觉还不错，相比较去年基本持平。 别克是一口价，活动也是统一着来的，之前有1000抵3000的活动，十一期间扩大到了抵5000。我个人完成了订单任务，但是店内下达的30台任务还差了3 台。 十一期间在店面做了活动，邀约进店就送个10块钱左右的小礼品，无限量供应。如果是订单的客户，礼品就升级到了100元一份。 虽然前期做了不少宣传，突出双节的氛围，但是从整体客流上看，还是比去年有较大幅度的下滑。原因主要有两点：一是上个月暂停双补，十一假期没有新 的政策出台，能享受双补的 ...

Group 1 - Buick brand launches a "60 billion super red envelope" subsidy event to reward consumers, providing a limited-time opportunity for car purchases [1][4] - The event runs from now until September 30, offering various models such as Envision Plus, Envision S, and LaCrosse with significant purchase incentives [1][4] - Consumers can enjoy a "1,000 yuan offset 5,000 yuan" purchase bonus, with the Buick E5 offering an even greater "1,000 yuan offset 10,000 yuan" benefit [1][4] Group 2 - The event features a strong lineup of Buick models, including newly launched versions of Envision Plus and LaCrosse, allowing consumers to experience new models while taking advantage of discounts [4] - Envision Plus is highlighted for its "10% more" manufacturing philosophy, excelling in performance, comfort, and safety, setting a benchmark in its segment [4][6] - The new LaCrosse models come with upgraded luxury features, including the Buick V5.0 infotainment system and various high-end configurations as standard, enhancing the overall driving experience [6][8] Group 3 - The Buick Regal is positioned as a representative of "super value" in the B-segment market, offering a combination of design, handling, and safety features that exceed consumer expectations [9] - The new Buick E5 electric vehicle is built on the Ultium platform, emphasizing safety, quality, and practicality, aligning with consumer expectations for modern electric vehicles [11][13] - The "60 billion red envelope" initiative effectively translates Buick's superior product capabilities into tangible purchase incentives, making it an ideal time for consumers to consider buying a vehicle [13]

Group 1 - Buick brand launches a "60 billion super red envelope" subsidy event to provide consumers with a limited-time purchasing opportunity [1][3] - The event runs from now until September 30, offering various models significant discounts, including "1,000 yuan offset 5,000 yuan" purchase bonuses and up to 25,000 yuan in trade-in subsidies [1][10] - The promotion includes a strong lineup of Buick models, featuring both popular and newly launched vehicles, allowing consumers to enjoy both new model experiences and attractive purchase deals [3][10] Group 2 - The Envision Plus SUV showcases a "10% more" manufacturing philosophy, excelling in performance, comfort, smart features, and safety, setting a benchmark in its segment [3][6] - The refreshed LaCrosse model has won over 1.3 million users, now equipped with luxury features as standard, enhancing the overall driving experience [4][10] - The Regal model is recognized as a representative of "super value" in the B-segment market, offering exceptional driving experiences and quality [5][9] Group 3 - The new Buick electric E5 is built on the Ultium platform, emphasizing safety, quality, and practicality, aligning with consumer expectations for the fourth generation of electric vehicles [7]

Core Viewpoint - The article discusses the challenges faced by joint venture car manufacturers in China, particularly focusing on SAIC-GM's Buick brand and its strategy to regain market share through aggressive pricing and new product launches in the context of increasing competition from domestic brands [1][2]. Group 1: Market Challenges - Joint venture car manufacturers in China have seen their market share decline from approximately 60% in 2020 to about 30% in 2025, indicating a significant loss of competitiveness [1]. - The Buick Envision, once a benchmark in the mid-size SUV segment, has experienced a downturn in sales due to the rise of new energy vehicles and intensified competition [1]. Group 2: Strategic Adjustments - SAIC-GM introduced a "one-price" strategy for the Buick Envision Plus, reducing its price by 60,000 yuan compared to its initial guidance, which led to a significant increase in sales [2]. - Since the implementation of the new pricing strategy, Buick's sales have rebounded, with August sales reaching 44,000 units, a year-on-year increase of 176.87%, and cumulative sales for the first eight months exceeding 330,000 units, up 29.16% year-on-year [2]. Group 3: Future Initiatives - Buick is increasing its investment in new energy and smart technology, launching a high-end new energy sub-brand called "Zhijing" and planning to introduce five new models based on the "Xiaoyao" architecture within the next eight months [2]. - The "Xiaoyao" architecture's advanced driver assistance system has been named "Xiaoyao Zhixing," developed in collaboration with Momenta [2].

Core Insights - Buick is launching a significant user reward campaign worth 1.1 billion yuan to celebrate the 11th anniversary of the Envision model, showcasing its commitment to customer engagement and cultural resonance [1][4] - The Envision family has achieved over 100,000 sales in the first eight months of this year, with the Envision Plus seeing a monthly sales increase of over 200%, indicating strong market demand for fuel vehicles despite the rise of electric vehicles [2][3] - Buick's strategy focuses on enhancing the driving experience of fuel vehicles by integrating advanced technology and comfort features, positioning itself competitively in the market [3][7] User Reward Campaign - Buick's campaign includes a transparent pricing model and additional trade-in subsidies, allowing customers to benefit from a total discount of up to several tens of thousands of yuan [1][2] - The campaign runs from now until September 30, offering various incentives such as a 10,000 yuan brand trade-in subsidy and a 15,000 yuan national trade-in subsidy [1] Product Features - The Envision Plus is equipped with a 2.0T engine and a 9AT transmission, along with high-end features like a 30-inch 6K curved screen and advanced noise reduction technology, making it a top-tier option in the fuel SUV segment [3][6] - The upcoming V5.0 version of the vehicle's system will enhance user experience with improved connectivity and AI capabilities, reflecting Buick's commitment to integrating smart technology into traditional fuel vehicles [3][4] Cultural Collaboration - Buick's partnership with the cultural IP "With Glory Together" aims to promote cultural exploration and resonate with consumers on a deeper level, emphasizing a lifestyle approach rather than just selling cars [4][5] - The collaboration has led to the creation of the Envision Plus "Travel Edition" package, which includes practical accessories for outdoor adventures, further enhancing the brand's lifestyle image [5][6] Market Positioning - Over the past 11 years, the Envision has evolved from emphasizing luxury and solid performance to integrating smart technology and cultural elements, demonstrating adaptability in a changing market [6][7] - Buick's approach of combining traditional fuel vehicle strengths with modern technology and cultural engagement has allowed it to carve out a unique market position amidst increasing competition from electric vehicles [7][8]

Group 1 - The core viewpoint is that joint venture automakers are adopting direct sales models and exploring channel transformations to regain market share in the face of rapid development in the new energy vehicle sector and changing market dynamics [1][2] - The "one-price" model has been introduced by several joint venture automakers, including FAW-Volkswagen, which aims for price transparency and eliminates negotiation space at the point of sale [1][2] - The traditional dealership model is being challenged by the emergence of direct sales models from new energy vehicle manufacturers, leading to a shift in how joint venture brands operate [1][2] Group 2 - FAW-Toyota has also launched a direct sales model for the Corolla, implementing a nationwide unified pricing strategy [2] - SAIC-GM plans to begin large-scale inventory reduction in 2024, adopting a production based on sales approach to support dealer health [2] - The role of dealers is evolving from sales-focused to service-oriented, with a shift in their profit model from sales rebates to service commissions [2] Group 3 - The Golf GTI from FAW-Volkswagen has seen its sales double after adopting a direct sales model, indicating the effectiveness of this approach [3] - The Buick Envision Plus from SAIC-GM experienced a significant sales increase after introducing a "one-price" strategy, with monthly sales rising from under 5,000 to over 10,000 [3] - The average promotional discount for joint venture fuel vehicles reached 23.1% in the first half of 2025, up from 13% in 2023, reflecting a strategic approach to pricing [3]

Core Insights - The sales of mainstream joint venture brands in China showed a year-on-year increase of 6.3% in June, indicating a recovery trend in the market [1] - Major joint venture automakers like FAW Toyota, FAW-Volkswagen, SAIC Volkswagen, and SAIC General Motors reported positive sales growth, while brands like GAC Honda, Dongfeng Honda, and Dongfeng Nissan continued to decline [1][7] Sales Performance - FAW Toyota's sales increased by 16% year-on-year, while FAW-Volkswagen, SAIC Volkswagen, and SAIC General Motors saw growth rates of 3.5%, 2.3%, and 8.64% respectively [4] - GAC Toyota's flagship fuel vehicles, including Camry, Sienna, and Highlander, achieved a total sales volume of 179,100 units, a 30% increase year-on-year, with a market share rise to 49.2% [4] - The market share of FAW-Volkswagen's fuel vehicles grew by 0.7 percentage points year-on-year [4] Factors Driving Recovery - The recovery in sales is attributed to multiple factors, including the intelligent upgrade of fuel vehicles and aggressive pricing strategies such as "one-price" promotions [3][4] - Joint venture brands are focusing on intelligent features to attract consumers, with significant cash discounts observed in various models [2][6] Challenges for Specific Brands - Honda and Nissan are struggling, with Dongfeng Nissan's sales down by 23.5% and GAC Honda and Dongfeng Honda down by 25.63% and 37.4% respectively [7] - The decline is linked to their slow transition to electrification, lack of intelligent features, and conservative pricing strategies [8] Electric Vehicle Market Position - Despite the recovery in fuel vehicle sales, joint venture brands are lagging in the electric vehicle (EV) market, with a penetration rate of only 5.3% for mainstream joint venture brands compared to 75.4% for domestic brands [10] - Only SAIC Volkswagen made it to the top 20 in EV sales among joint venture brands [10] Future Outlook - Joint venture brands are expected to transition from "dominators" to "runners" in the market, with the next three years seen as a critical transformation window [12] - The success of these brands will depend on their localization speed, product definition capabilities, and execution of pricing strategies [13]

Core Viewpoint - The joint venture automotive companies in China have shown a significant recovery in sales during the first half of 2025, with most brands experiencing growth after a challenging 2024, although some, like Honda and Nissan, continue to struggle [2][3]. Group 1: Sales Performance - In the first half of 2025, major joint venture brands, except for Honda and Dongfeng Nissan, achieved sales growth, with FAW Toyota leading at a 16% increase [2]. - FAW-Volkswagen sold 436,100 units, a 3.5% increase, while SAIC Volkswagen's sales reached 523,000 units, up 2.3% [3]. - GAC Toyota's sales grew by 11%, and SAIC GM saw an 8.6% increase, marking a turnaround from previous declines [2][3]. Group 2: Fuel Vehicle Recovery - Several joint venture companies relied on fuel vehicles for recovery, with FAW-Volkswagen's fuel vehicle market share increasing by 0.7 percentage points to 7.6% [3]. - The sales of classic fuel models like the Lavida and Sagitar contributed significantly to the overall sales increase [3]. - GAC Toyota's fuel models, such as the Camry and Highlander, saw a 30% increase in sales [3]. Group 3: Electric Vehicle Challenges - Despite the recovery in fuel vehicle sales, joint venture brands continue to struggle in the electric vehicle (EV) sector, with a mere 5.3% penetration rate for mainstream brands compared to 75.4% for domestic brands [3][4]. - The overall market share for joint venture brands in the EV segment remains low, with only a few models like Volkswagen's ID series and Toyota's bZ series performing relatively well [4]. Group 4: Strategic Adjustments - Analysts attribute the sales rebound to strategic adjustments, particularly in enhancing the intelligence of fuel vehicles through partnerships with domestic tech companies [5][6]. - Joint venture brands are increasingly localizing their management and product development to better cater to Chinese consumers [7]. Group 5: Pricing Strategies - Many joint venture brands have shifted from aggressive price competition to a "reduce volume to maintain price" strategy, stabilizing terminal prices and improving dealer confidence [8]. - The introduction of fixed pricing models has also helped reduce consumer hesitation and increased foot traffic [8]. Group 6: Future Outlook - Despite the positive sales trends, joint venture brands face a challenging future, with predictions of market share declining from 40% to 10% over the next few years [9][10]. - The need for a robust electric vehicle strategy is critical, as many brands are reconsidering their electric vehicle timelines and focusing on maintaining profitability in the fuel vehicle market [10][11].

Sales Performance - The Envision Plus is a key model for Buick, with 50% of the local dealership's daily foot traffic interested in this vehicle, despite a 50% decrease in overall foot traffic compared to last year [2] - In the last month, the dealership sold 19 vehicles, with 12 being Envision Plus, indicating strong demand for this model [2] - The most popular configuration is the 28T Platinum version in black, accounting for 80% of sales, while the Avenir version has significantly lower sales [2] Customer Demographics - A significant portion of customers are migrant workers, particularly from the textile industry, highlighting a specific target market for the Envision Plus [4] - Customers often have a monthly income around 15K, indicating a demographic that is financially capable of purchasing this vehicle [4] Competitive Landscape - The main competitors mentioned are the Volkswagen Tiguan and the Volkswagen T-Roc, with other models like Hongqi HS5 and Geely Xingyue also being considered by customers [8] - Price sensitivity is evident, as customers are drawn to lower-priced alternatives like the Geely Xingyue, which offers competitive features [10] Customer Purchase Behavior - Customers often rely on recommendations from friends and family, which significantly influences their purchasing decisions [6] - The negotiation process can be intense, with customers comparing offers from different dealerships, as seen in the case of a customer negotiating between Buick and Volkswagen [12] Financing and Pricing - Current promotions include a deposit of 1,000 that can offset 3,000, which is noted as the best offer in the last six months [16] - For the 28T Platinum version, the total cost after financing is approximately 89,200, with a monthly payment of 1,916 over 60 months [19] Customer Feedback - Customers generally express satisfaction with the vehicle but note a lack of color options as a downside [21] - Maintenance costs are approximately 500 every 5,000 kilometers or six months, primarily for oil changes and filters [21] Market Transparency - Current discounts and promotions are transparent and can be verified on the official website, with additional local subsidies available [22]

Core Insights - Buick's Envision family reached a production milestone of 1.8 million units, while the LaCrosse sedan achieved 1.3 million units, reinforcing Buick's competitive position in the mainstream joint venture market [1] - To celebrate these milestones, Buick launched a promotional campaign offering discounts and incentives for customers purchasing the Envision Plus and LaCrosse models during the upcoming shopping festival [1] Group 1: Product Development and Innovation - The Buick LaCrosse has evolved through four generations since its first model in 2006, emphasizing technological innovation and quality improvements, including variable cylinder technology and advanced suspension systems [3] - The LaCrosse features a spacious design, luxurious interior, and advanced safety features, including L2-level intelligent driving assistance [3][6] - The Envision family has undergone three generations of product innovation since its launch in 2014, achieving a sales increase of 100,000 units in just six months, with the Envision Plus standing out in the mid-size SUV market [5][6] Group 2: Market Performance and Strategy - Buick's "More 10%" development philosophy has significantly contributed to the product strength of the Envision family, which includes the Envision Plus and Envision S models, both equipped with advanced powertrains and intelligent transmission systems [6][8] - The Envision family has been recognized for its high-quality manufacturing, with the Dongyue plant achieving the highest BIQ Level 4 certification and receiving multiple awards for manufacturing excellence [8] - Buick is committed to a dual-fuel strategy, focusing on both traditional fuel vehicles and the integration of intelligent and connected features to meet diverse consumer needs [8]