撰文 | 郝 雨 涵 编辑 | 张 南 设计 | 甄 尤 美 豪华车市场的外资品牌垄断时代，已然落幕。 2025年，传统豪华品牌遭遇挑战。30多万元买玛莎拉蒂、6.5折买阿斯顿马丁、凯迪拉克直降15万元等新闻报道频频出现，宝马甚至在2026年1月1 日开启官降，最大降价金额达30.1万元。 共探新营销，共创新可能 市场格局的剧变，也投射在消费舆论场中：曾在短视频平台火爆一时的 "保时捷三姐妹"，如今已变身为"尊界三姐妹"。 传统豪华品牌的增长势能正在减缓，凭借在新能源技术与智能化领域的双重领先优势，中国品牌正在打破传统豪华品牌对高端市场的长期垄断。 曾几何时， "低价走量""高性价比"是外界贴在中国汽车身上的固有标签，而叩开利润丰厚、品牌溢价突出的高端市场大门，一度是自主品牌遥不 可及的梦想。 近年来，这一局面迎来扭转，一众自主品牌纷纷吹响品牌向上的号角，向高端化赛道发起强力冲击，星途便是其中的典型代表。 奇瑞汽车股份有限公司董事长尹同跃曾在 2025年12月22日的星途品牌之夜上，就星途品牌的高端化路径给出了清晰阐释："第一，以产品为根基 打造极致产品力，不追求配置的简单堆砌，而是专注于最核心的差异化体验； ...

Core Viewpoint - Chery Group has achieved significant milestones in 2025, including sales exceeding 2.8 million vehicles, maintaining its position as the top Chinese brand in passenger car exports for 23 consecutive years, and ranking among the top three in the new energy vehicle sector, showcasing its commitment to quality and global competitiveness [1]. Group 1: New Energy Vehicle Performance - In 2025, Chery sold 903,847 new energy vehicles, marking a year-on-year growth of 54.9%, positioning itself among the industry's top players [3]. - The Windcloud A9L model consistently delivered over 10,000 units monthly for four consecutive months, while the Windcloud T11 generated 38,000 pre-orders within 24 hours of its launch, indicating a successful transition from steady growth to explosive scale in new energy vehicles [3][5]. Group 2: Technological Advancements - Chery has established a comprehensive energy technology matrix covering hybrid, pure electric, range-extended, and hydrogen energy, with its Kunpeng super hybrid system recognized for its global leading thermal efficiency [5]. - The company continues to expand its "super technology shelf," integrating advanced technologies like the Lingxi smart cockpit and Feiyu super chassis into its products, enhancing user experience [5]. Group 3: Multi-Brand Strategy - Chery employs a clear "multi-brand synergy" product strategy, with the Windcloud brand serving as a strong pillar in the new energy market, while the high-end brand, Exeed, has seen significant success with the ET5 model achieving over 5,000 orders within three hours of launch [6]. - The Zongheng brand targets the luxury off-road segment, achieving 8,327 units sold globally within two months of launching the G700 model, while the iCAR brand focuses on personalized needs for younger consumers [6]. Group 4: Global Expansion Strategy - Chery's global strategy emphasizes "where to be, for whom, and becoming part of the local community," transitioning from mere product trade to deep local integration through its "new outbound" model [10]. - In 2025, Chery sold 2,806,393 vehicles globally, with a cumulative user base of 18.53 million, and set records for monthly and annual exports, reinforcing its position as the leading Chinese brand in passenger car exports [10][12]. Group 5: R&D and Innovation - Chery's global R&D network spans multiple countries, with a focus on deep local integration and collaboration with local industries, enhancing its competitive edge [15]. - The company has introduced over ten globally leading technologies in 2025, including the Ark amphibious system and AI assistant "Xiao Qi," showcasing its commitment to innovation and smart technology [15][17].

Group 1 - Chery achieved record highs in several key metrics, with global sales reaching 2.806 million units, a year-on-year increase of 7.8%, and export sales of 1.344 million units, up 17.4% [2] - The company successfully entered 15 European markets, including the UK, Spain, and Italy, and its new energy vehicle sales reached 903,800 units, marking a 54.9% increase [2] - Chery's new energy vehicle exports surged by 512%, leading the growth among China's top five independent brands in overseas markets [2] Group 2 - In 2025, Chery plans to launch 90% of its new products as new energy vehicles, covering a price range from 100,000 to 400,000 yuan, including sedans, SUVs, and luxury off-road models [2] - The company has set a sales target of 3.2 million units for 2026 and plans to introduce 17 key new models across various power types, including fuel, pure electric, hybrid, and range-extended vehicles [4] - Chery's successful IPO on the Hong Kong Stock Exchange marked a significant milestone after 28 years, and it ranked 233rd in the 2025 Fortune Global 500, rising 152 places from the previous year [2][3]

Core Insights - Chery Group has achieved record-breaking performance in 2025, excelling in sales, exports, new energy vehicles, and quality, marking a significant year for the company [1][3]. Sales Performance - Chery Group sold 2.80639 million vehicles in 2025, a year-on-year increase of 7.8%, with a total global user base reaching 18.53 million [3]. - Chery Automobile Co., Ltd. sold 2.63138 million vehicles, reflecting an 8% increase year-on-year [7]. Export Achievements - In December 2025, Chery exported 144,430 vehicles, a 46.8% increase, marking the first time monthly exports exceeded 140,000 units [12]. - The total annual export reached 1.34402 million vehicles, up 17.4%, with cumulative exports hitting 5.85 million vehicles, maintaining the top position in Chinese brand passenger car exports for 23 consecutive years [12]. New Energy Vehicle Success - Chery sold 903,850 new energy vehicles in 2025, achieving a remarkable year-on-year growth of 54.9%, positioning itself among the industry's leaders [3]. - Popular models include the Wind Cloud A9L and Wind Cloud T11, with the latter receiving 38,000 orders within 24 hours of launch [14]. Quality Recognition - Chery received a nomination for the "China Quality Award" and ranked first among domestic brands in various quality assessments by J.D. Power [12]. - The company has 60 models that have received five-star safety ratings globally, with 20 models achieving this in 2025 alone [12]. Strategic Initiatives - Chery implemented a "Four New Layout" strategy focusing on new fuel, new energy, new overseas markets, and new industries [11]. - The company has established a global R&D system and is advancing solid-state battery technology [23]. Capital Market Developments - Chery successfully completed its IPO on the Hong Kong Stock Exchange in 2025, marking a new phase in its global capital strategy [21]. - The company improved its ranking in the Fortune Global 500, rising 152 places to 233rd [21]. Future Outlook - For 2026, Chery aims to exceed industry growth rates by 10-20 percentage points, focusing on high-quality development and brand enhancement [24][26]. - Analysts from Guosen Securities express optimism about Chery's future, highlighting its strong historical foundation and rapid growth in revenue and profitability [28].

设计 | 甄 尤 美 撰文 | 王 菁 编辑 | 张 南 2025年12月，是中国车企表达欲爆棚的一个月。 一方面，作为忙碌一年的企业，他们有太多成绩希望对外传达，如不断进阶的产品科技、突飞猛进的自主研发、节节攀升的销量、到处覆盖的充 换电站，以及延伸到五湖四海的海外销售等。 另一方面，越来越懂人格化表达的他们，又希望借着圣诞节的快乐、新年夜的期盼，以一群人的身份与目标受众"站在一起"，迎上情感共鸣的自然 流量。 随着新年倒计时的结束，车企们都交上了这份2025年最后的营销答卷。他们都写了什么？谁是最好的解题家？ 共探新营销，共创新可能 贾跃亭倾情献唱《北京北京》 "怎么样，你想不想北京？""当然太想了，孩子和老爸老妈都还在北京呢。"远在大洋彼岸的贾跃亭用这么简单的一段对话，就狠狠地让全网打工人 和创业者共情了。 12月31日，贾跃亭在自己社交媒体平台发布了自己亲自演唱的《北京北京》，充满沧桑和情绪的声调，配以画面中从创业至今的欣喜与辛酸时 刻，甚至一次次抹泪时刻，让他的"造车梦"和FF再次回归国人视野。 这年尾，同贾跃亭的沧桑不同，雷军显得有点落寞，他选择在跨年之时直播拆车。只是因为感冒，他又宣布因个人原因 ...

Core Viewpoint - The article discusses the emergence of Horizon SuperDrive as a significant player in the high-level urban assisted driving market, highlighting its role in transitioning from technology validation to mass production and real-world application [1][2][3]. Group 1: Industry Context - The Chinese automotive industry is entering a new development phase as the "14th Five-Year Plan" concludes, with a focus on the evolution of high-level urban assisted driving technology [1]. - High-level urban assisted driving is at a critical stage where technical validation is moving towards mass deployment, but there is still a lack of unified standards and limited companies with mature capabilities [1]. Group 2: Horizon SuperDrive's Role - Horizon SuperDrive offers a comprehensive high-level urban assisted driving solution, allowing automakers to acquire advanced capabilities without starting from scratch, thus reducing systemic risks associated with self-research [2]. - The implementation of Horizon SuperDrive has begun to reflect in mass production, with models like the Xingtu ET5 and Deep Blue L06 entering the delivery phase, marking the first real-world testing of these capabilities [2]. Group 3: Industry Evolution - Horizon SuperDrive represents an evolutionary direction in intelligent assisted driving, transitioning from a heavy asset capability of a few companies to a more accessible engineering capability for a broader range of automakers [2]. - The inclusion of Horizon SuperDrive in the "2025 Automotive Industry Influence Yearbook" underscores its substantial impact in advancing global intelligent assisted driving from capability demonstration to industrial application [3].

Group 1 - The core message of the news emphasizes that the Xingtu brand, under Chery Automobile, aims to create a unique luxury identity rather than imitating existing luxury car definitions [1] - Chery has integrated the domestic business division of the Xingtu brand into its domestic business group to achieve strategic focus, resource integration, and brand enhancement [1] - The chairman of Chery, Yin Tongyue, reflected on the brand's development journey, acknowledging past challenges but highlighting that feedback from global users has strengthened Chery's confidence in building a high-end luxury brand [1] Group 2 - The Xingtu brand plans to target overseas markets as a key battleground, with sales in over 30 mainstream markets globally and an average overseas price exceeding 400,000 yuan [1] - At the recent event, four new models (ES7 GT, ES8, ET8, and ET9) were unveiled, with plans for more than three new cars to be launched in the next 10 to 20 months [2] - There is a concern regarding the naming overlap of new models ET5, ES8, and ET9 with existing products from NIO, raising questions about how Xingtu will establish its unique luxury brand identity [2]

Core Viewpoint - Chery Group has entered the top three in the wholesale sales ranking of new energy vehicle manufacturers in November, selling 116,794 units, a year-on-year increase of 50.1%, and achieving a cumulative sales of over 814,000 units from January to November, a growth of 69.4% [1][3]. Group 1: Sales Performance - In November, Chery's sales of new energy vehicles reached 116,794 units, marking a 50.1% increase year-on-year and achieving a "four consecutive months" growth [1]. - Cumulative sales from January to November exceeded 814,000 units, reflecting a year-on-year growth of 69.4% [1]. - The momentum suggests that annual sales of new energy vehicles are on track to approach one million units [1]. Group 2: Product Strategy - Chery's entry into the top three is attributed to its multi-brand and multi-technology product strategy, which covers a wide range of price segments and niche markets [3]. - The company has successfully launched several flagship models, including the A9L and T11, which have shown strong market performance, with T11 receiving over 38,000 orders within 24 hours of its launch [5]. - The introduction of new models has been frequent, with a strategy of launching competitive products almost monthly, catering to diverse consumer needs [5]. Group 3: Technological Advancements - Chery's sales growth is rooted in its substantial investment in R&D across traditional powertrains, new energy technologies, and smart systems [7]. - The company has developed a robust technical moat, with its Kunpeng Tianqing hybrid engine achieving a thermal efficiency of over 48%, placing it at a global leading level [7]. - Chery is also advancing in next-generation battery technology, with breakthroughs in solid-state batteries that have an energy density of 600Wh/kg, set for validation in 2027 [7]. Group 4: Global Expansion and Brand Positioning - Chery is not only focusing on domestic sales but is also accelerating the globalization of its new energy products and pushing for brand elevation into higher value segments [11]. - The company has received recognition in international markets, with models like the Tiggo 8 winning awards and achieving high safety ratings in Europe [11]. - The launch of the luxury hybrid off-road vehicle, Zongheng G700, in Dubai signifies Chery's ambition to establish a global brand presence in high-end technology [12]. Group 5: Market Strategy and Brand Development - Chery's product lineup spans from mainstream to high-end segments, creating a complete brand pyramid that avoids competition in a single price range [14]. - The company is leveraging its technological capabilities to explore growth opportunities across different market segments, both domestically and internationally [14]. - Chery's long-term strategy emphasizes the importance of technological accumulation and systematic product development, positioning it for sustained leadership in the new energy vehicle sector [14].

● 龚梦泽熊永红 近日，奇瑞集团发布最新汽车销量数据，11月销售汽车27.25万辆。其中，新能源汽车单月销售同比增 长50.1%，再创历史新高；出口连续七个月突破10万辆，牢牢占据中国汽车出口第一的位置。 乘用车市场信息联席会(乘联会)发布的2025年11月新能源汽车厂商批发销量数据显示，奇瑞首次跻身行 业前三，同比增长54.0%、环比增长6.3%，市场份额为6.5%；奇瑞集团同期披露新能源汽车销量达11.68 万辆，同比增长50.1%，实现四连涨，前11个月累计销量达81.47万辆，同比增幅69.4%。这一成绩不仅 实现了行业排位的跃升，较长安、上汽通用五菱等竞品亦形成显著增速优势，也是奇瑞从技术筑基，到 产品破局，再到全球化放量战略闭环的集中兑现，折射出自主品牌车企新能源竞争从同质化内卷向差异 化价值竞争的转型深化。 全球化方面，出海成为增长"第二曲线"。数据显示，11月，奇瑞集团出口汽车13.67万辆，同比增长 30.3%，连续七个月单月出口破10万辆，新能源产品成为核心增量。前11个月，累计出口119.96万辆， 为新能源汽车业务打开增量空间。其中，Tiggo8插混版在英国上市2月即获年度车型，并通过 ...

Core Insights - Chery Group reported a record sales figure of 272,500 vehicles in November, with a 50.1% year-on-year increase in new energy vehicle sales, marking a historical high [1] - The company maintained its position as the top exporter of Chinese automobiles, with exports exceeding 100,000 units for seven consecutive months [1] - Chery's new energy vehicle sales reached 116,800 units in the same period, reflecting a 50.1% year-on-year growth and a cumulative sales figure of 814,700 units for the first eleven months, representing a 69.4% increase [1] Product Matrix and Globalization - Chery's growth is attributed to its "full coverage + globalization" strategy, which enhances its risk resilience amid industry consolidation [1] - The company has developed a comprehensive product matrix across all price segments, with flagship models like the A9L and T11 performing exceptionally well [1] - The introduction of models like the G700 and iCAR V23 has allowed Chery to capture niche markets, further diversifying its offerings [2] Strategic Framework for Long-term Growth - Chery's sales surge is a result of a closed-loop industrial strategy that integrates research, transformation, feedback, and iteration [3] - The company is pursuing a dual-track strategy of "new energy + new fuel," which stabilizes profits from traditional fuel vehicles to support new energy research [3] - Chery's three growth curves focus on electric and intelligent vehicle development, expanding user scenarios, and leveraging AI technology for robotics, creating a dual-terminal ecosystem [3][4]