"新国补"政策出台后，各大车企在2026年1月1日密集推出了促销政策，包括限时补贴新能源汽车车辆购 置税、"0息"金融政策、现金优惠、直降等。据不完全统计，目前已有十余个汽车品牌发布1月限时促销 政策，涉及70多款车型。 2026年元旦假期，在北京某商场的极氪汽车线下门店内，谭睿(化名)携家人正在看车，两个孩子围着车 辆打闹，父母则坐在后排体验。 "家里需要置换新车，我们一直在等'新国补'(2026年汽车报废更新和置换更新补贴)确定。'新国补'在 2025年年底发布，我们就趁2026年元旦假期一起过来看看车。"谭睿在接受《每日经济新闻》记者采访 时表示。 记者实地走访北京多个汽车品牌线下门店发现，与谭睿有同样需求的消费者不在少数。"'新国补'政策 在元旦前发布，加上现在是假期，我们门店的单日客流量已过千。"一位极氪汽车销售人员告诉记者， 门店销售员从早9点上班忙到晚上8点，都没时间吃午餐和晚餐。 一位小米汽车销售人员则向记者介绍称，小米汽车虽没有车辆购置税补贴政策，但店内YU7有"3年0 息"金融政策，用户在2026年2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全 新政策。 ...

2026年元旦假期前，汽车新"国补"政策发布，多家车企推出促销政策，包括车辆购置税补贴、"0息"金融政策等。 同时，新能源车购置税优惠"退坡"，汽车"两新"补贴方式变化，但"国补"及细则的发布对冲了市场冲击。 多地已开始执行"国补"政策，预计2026年车市将迎来"开门红"。 2026年元旦假期，在北京某商场的极氪汽车线下门店内，谭睿（化名）携家人正在看车，两个孩子围着车辆打闹，父母则坐在后排体验。 "家里需要置换新车，我们一直在等新'国补'（指2026年汽车报废更新和置换更新补贴）确定。新'国补'在2025年年底发布，我们就趁今年元旦假期一起过 来看看车。"谭睿在接受《每日经济新闻》记者采访时表示。 图片来源：每经记者 李星 摄 记者在智己汽车销售门店也看到了有着"购置税补贴退坡，智己买单"字样的宣传标语。根据展示内容，购车者如果参与品牌购置税补贴活动，需在2026年 1月3日24点前完成指定车型锁单，补贴直接用于尾款减免。 "用户领取车辆购置税补贴有时间限制，需要在元旦期间先下定，1月31日前完成整车车款支付。"上述智己汽车销售人员认为，此时下单买车最划算，既 可享受厂家提供的车辆购置税补贴，还能在上牌后享 ...

每日经济新闻消息，2026年元旦假期，在北京某商场的极氪汽车线下门店内，谭睿（化名）携家人正在看 车，两个孩子围着车辆打闹，父母则坐在后排体验。 "家里需要置换新车，我们一直在等新'国补'（指2026年汽车报废更新和置换更新补贴）确定。新'国补'在 2025年年底发布，我们就趁今年元旦假期一起过来看看车。"谭睿在接受《每日经济新闻》记者采访时表 示。 图片来源：每经记者 李星 摄 记者实地走访北京多个汽车品牌线下门店发现，与谭睿有同样需求的消费者不在少数。"新'国补'政策在元 旦前发布，加上现在是假期，我们门店的单日客流量已过千。"一位极氪汽车销售人员告诉记者，门店销 售员从早9点上班忙到晚上8点，都没时间吃午餐和晚餐。 新"国补"政策出台后，各大车企在2026年1月1日密集推出了促销政策，包括限时补贴新能源汽车车辆购置 税、"0息"金融政策、现金优惠、直降等。据不完全统计，目前已有十余个汽车品牌发布1月限时促销政 策，涉及70多款车型。 多家汽车品牌为新能源车购置税"买单" "从2026年1月1日开始，购买新能源车要缴纳5%的车辆购置税。但我们店内的三款车——智己LS7、新一 代智己LS6和全新智己L6有优 ...

2026年元旦假期，在北京某商场的极氪汽车线下门店内，谭睿（化名）携家人正在看车，两个孩子围着车辆打闹，父母则坐在后排体验。 "家里需要置换新车，我们一直在等新'国补'（指2026年汽车报废更新和置换更新补贴）确定。新'国补'在2025年年底发布，我们就趁今年元旦假期一起过来 看看车。"谭睿在接受《每日经济新闻》记者采访时表示。 记者实地走访北京多个汽车品牌线下门店发现，与谭睿有同样需求的消费者不在少数。"新'国补'政策在元旦前发布，加上现在是假期，我们门店的单日客 流量已过千。"一位极氪汽车销售人员告诉记者，门店销售员从早9点上班忙到晚上8点，都没时间吃午餐和晚餐。 新"国补"政策出台后，各大车企在2026年1月1日密集推出了促销政策，包括限时补贴新能源汽车车辆购置税、"0息"金融政策、现金优惠、直降等。据不完 全统计，目前已有十余个汽车品牌发布1月限时促销政策，涉及70多款车型。 多家汽车品牌为新能源车购置税"买单" "从2026年1月1日开始，购买新能源车要缴纳5%的车辆购置税。但我们店内的三款车——智己LS7、新一代智己LS6和全新智己L6有优惠政策。用户在元旦 期间下单，可以享受智己提供的新能源车车 ...

脖子哥双膝跪地，在汽车之神卡尔·本茨面前祈祷。 " 啊，神呐，我什么时候才能开上保时捷 911 ？" 于是神出现了，祂拍了拍我的肩膀，用手指了指天，那里有一团金光闪耀的东西，这就是 19 世纪最伟大的发明——二手车。 如果你想用最小的开销买最实惠的车，那么二手车肯定是你最理性的选择。然而现实却是，当大多数中国人买车的时候，依然会首选新车。 根据中国汽车工业协会和乘联会的数据，2024 年中国国内的乘用车（新车）销量是 2260.8 万，二手车销量则是 1567.4 万，新车/二手车比例大约是 1:0.7。 你别看新车销量只是略微领先，如果放眼全球，你就会发现这个比例相当不对劲。 拿欧洲来说，2024 年 ACEA（欧洲汽车制造商协会）公布的新车注册量是 1296.4 万，但光是英、法、德、意、西几国的二手车总销量就达到 2701 万。 实际主要国家的新车/二手车比例都在1:2-1:3之间，相当于每卖 1 台新车，就同时卖了 2-3 台二手车。 而美国也同样如此，2024 年美国二手车销量是 3730 万，新车则只有 1585 万，新车/二手车比例是1:2.4。 为啥欧美发达国家都在库库卖二手车，我们却热衷买新 ...

Core Viewpoint - The article discusses the challenges faced by Zhiji Auto, a subsidiary of SAIC Group, despite achieving record monthly sales of 13,600 units. The company struggles to meet the industry's increasing sales benchmarks, which have risen from 10,000 to 20,000 units, indicating a competitive market environment [1]. Group 1: Sales Performance and Market Position - Zhiji Auto's monthly sales reached a new high of 13,600 units, but this is still below the industry's recognized safety zone of 20,000 units [1]. - In contrast, leading new energy vehicle brands like Leap Motor and Seres have shown significant growth, with Leap Motor achieving over 70,000 units sold, marking a year-on-year increase of over 75% [2]. - The article emphasizes that Zhiji cannot attribute its slower growth to consumer fatigue, suggesting that internal strategic hesitations and operational inefficiencies are to blame [2]. Group 2: Competitive Landscape and Brand Strategy - Zhiji Auto was established in 2020 with backing from SAIC Group, Zhangjiang Hi-Tech, and Alibaba, but it faces intense competition from its sibling brand, Feifan Auto, which targets a similar market segment [4]. - The initial strategy positioned Zhiji for the high-end market (above 300,000 yuan), while Feifan focused on the 200,000 yuan segment. However, price wars have blurred these distinctions, forcing Zhiji to lower its prices, which threatens its premium positioning [4]. - The introduction of the new brand "Shangjie" in collaboration with Huawei is expected to further intensify competition within SAIC Group, potentially undermining Zhiji's market position [4]. Group 3: Brand Awareness and Marketing Challenges - Despite not facing funding issues, Zhiji Auto struggles with low brand awareness and has not effectively communicated its marketing intentions to the public [5]. - CEO Liu Tao's marketing efforts have been marred by several public relations missteps, including incidents during vehicle launches that have negatively impacted the brand's image [6][7]. - The company has faced numerous consumer complaints regarding product quality, particularly with the LS6 model, which has been criticized for various technical issues shortly after its launch [11][12]. Group 4: Consumer Relations and Product Issues - Complaints about the LS6 include failures in the audio system, radar alerts, and air conditioning, leading to a significant loss of consumer confidence [11][12]. - Issues with the "prepayment" system for orders have also caused disputes, as customers were misled about the refundability of their deposits [13]. - The recent launch of the LS9, which features a controversial "in-car shower," has drawn criticism for lacking practical application, further highlighting the brand's struggle to resonate with consumers [17]. Group 5: Overall Industry Context - The article reflects the broader anxiety of traditional automakers transitioning into the electric vehicle market, emphasizing that Zhiji must establish its own identity and credibility beyond its parent company's legacy [18].

Core Insights - The official pre-sale of the IM LS9, a six-seat large electric SUV, has begun with a price range of 336,900 to 366,900 yuan, and it has achieved over 8,000 pre-orders within 30 minutes of the launch [2] - The LS9 is positioned as a high-end SUV, competing in a crowded market with other flagship electric models priced above 300,000 yuan, such as Li Auto's L9 and Aito's M9 [2][3] - IM has adopted an aggressive pricing strategy for the LS9, making it relatively affordable compared to other high-end models that often exceed 400,000 to 500,000 yuan [2] Product Features - The LS9 features advanced technology including an 800V architecture, 520-line ultra-vision lidar, NVIDIA Thor chip, and Lingxi digital chassis 3.0 [3] - It offers a 0-100 km/h acceleration in 4 seconds, comparable to a fuel-powered 4.0T V8 engine, and boasts a pure electric range of 402 km and a comprehensive range of 1,508 km [3] - The vehicle includes a B&O sound system, 4D mechanical massage seats, and an industry-first outdoor luxury package with 24-hour hot water availability [3] Market Position and Sales Strategy - IM has launched the LS9 as part of its strategy to enhance brand recognition and address sales challenges, with a new logo reflecting a sharper and simpler design [3] - The company has reported a total sales volume of 55,700 units from January to October this year, marking a 17.4% year-on-year increase, but still lagging behind leading domestic electric brands [4] - To boost sales before the end of the year, IM's co-CEO announced a tax subsidy for customers who complete their orders by November 25, in case of delays in invoicing [4]

Core Viewpoint - SAIC Motor Corporation has shown a recovery in its performance due to joint ventures, but the uncertainty surrounding its transition is heightened by the underperformance of its new energy brands like IM and Hongqi [1][11]. Financial Performance - In Q3 2025, SAIC reported a revenue of 169.4 billion yuan, a year-on-year increase of 16.2%, and a net profit attributable to shareholders of 2.08 billion yuan, surging 644.9% [3]. - For the first three quarters, total revenue reached 468.99 billion yuan, with a net profit of 8.101 billion yuan and a net cash flow from operating activities of 31.94 billion yuan [3]. - The gross margin for Q3 was 8.99%, up 0.50 percentage points year-on-year, while the net margin improved to 2.21%, an increase of 1.51 percentage points compared to the previous year [4]. Sales Performance - In Q3, SAIC sold 1.141 million vehicles, a year-on-year increase of 38.7%, with SAIC-GM Wuling leading sales at 404,400 units, a 49.77% increase from the previous year [7]. - The sales performance varied significantly among different brands, with SAIC-GM achieving a remarkable growth of 156.35% [7][8]. - IM's sales were only 23,500 units in Q3, representing a mere 2.06% of total sales, indicating a struggle to establish a foothold in the market [8][9]. Strategic Developments - SAIC is expanding its partnerships to enhance its smart vehicle capabilities, collaborating with OPPO and Huawei [11]. - The launch of the Hongqi brand's H5 model saw significant pre-order interest, with 160,000 units ordered, but actual sales fell short of expectations, achieving only around 10,000 units in the first month [11]. Challenges and Outlook - Despite the recovery in sales, the performance of new energy brands like IM and Hongqi remains uncertain, contributing to the overall risk in SAIC's transition strategy [1][11].

Domestic News - Shenzhen has released the first national guidelines for fully open autonomous driving technology, establishing evaluation principles and requirements for testing on open roads [3] - Sichuan plans to build a regional center for the recycling and utilization of new energy vehicle power batteries, aiming to create a comprehensive and efficient recycling system by the end of 2024, with an expected peak in battery retirements in the next 2-3 years [4] - As of May 31, the number of applications for the automobile trade-in subsidy reached 4.12 million, contributing to a total sales amount of 1.1 trillion yuan across five categories of consumer goods [5] - In April, China's automobile export value reached 19.39 billion USD, with a month-on-month increase of 6.9% and a year-on-year increase of 5.3% [6] - During the Dragon Boat Festival, the charging volume for new energy vehicles surged, with predictions of a 20% increase in service and highway charging volumes compared to the previous year [8] - The IM LS7, a flagship SUV from Zhiji Auto, has officially launched in the Mexican market, marking a significant step in the brand's global strategy [9] - BYD is collaborating with Xiaojuchongdian and Xindian to build 10,000 megawatt fast charging stations across the country, promoting the widespread adoption of megawatt charging technology [10] - EVE Energy has made progress in solid-state battery production technology, aiming for a breakthrough by 2026, with a pilot line expected to be operational in 2025 [11] International News - India has announced a new electric vehicle policy allowing companies to import electric vehicles at a 15% reduced tariff, provided they invest in local manufacturing [12] - Spain's new car sales in May increased by 18.6% year-on-year, reaching 112,820 units, marking the highest sales for the month since 2019 [13] - France's new car registrations in May fell by 12.3% year-on-year, totaling 123,919 units, with a cumulative decline of 8.25% in the first five months of the year [14] - Toyota has launched the Aygo X Hybrid, its smallest hybrid model, in overseas markets, which is expected to be a popular choice for urban commuting due to its low CO2 emissions [15] Commercial Vehicles - Yutong's Tianjun has been awarded the title of "Most Trusted Light Commercial Vehicle," reflecting its strong market reputation and product quality [16] - A new national standard for side collision protection in vehicles has been released, set to take effect on July 1, 2026, enhancing safety requirements for light trucks [17] - The new generation micro truck platform, Xiangling V5, has been launched, showcasing its capabilities in various scenarios and aligning with Foton's strategic goals [18] - In April, the total freight volume in China reached 5.03 billion tons, with a year-on-year growth of 4.3%, indicating stable growth in the transportation sector [19]

Core Viewpoint - The launch of the new IM L6 model by Zhiji Auto aims to capture the mainstream market priced between 204,900 to 264,900 yuan, but its ability to reverse the declining sales trend remains uncertain [1][5]. Sales Performance - Zhiji Auto reported a delivery of 4,366 vehicles in April, a year-on-year increase of 55%, but the actual sales figure from SAIC Group indicated only 3,326 vehicles sold [2]. - Cumulative sales from January to April 2025 reached 10,361 vehicles, down 20.31% compared to 13,001 vehicles in the same period of 2024 [2][5]. - In February 2025, Zhiji Auto's sales were only 1,135 vehicles, reflecting a significant year-on-year decline of 43.25% [4]. Strategic Goals - The company aims to achieve a target of 100,000 vehicle deliveries by the end of 2025, but current sales figures indicate a substantial gap from this goal [5]. - Zhiji Auto is positioned as SAIC Group's high-end brand and is considered a key player in the group's strategy for transitioning to new energy vehicles [5]. Financial Performance - SAIC Group's overall revenue for 2024 was reported at 627.59 billion yuan, a decrease of 15.73% year-on-year, with a net profit drop of 88% [6]. Competitive Landscape - The automotive market is becoming increasingly competitive, with new entrants like Huawei's "Shangjie" brand, which is expected to launch its first vehicle in the fall of this year [7]. - Analysts suggest that Zhiji Auto faces the risk of being eliminated from the market due to its underperformance and the increasing competition from new brands [7].