Group 1 - The rapid development of the trendy toy economy has led to increased consumer complaints regarding product quality and after-sales service [1] - In the third quarter of 2025, consumer associations in China received 536,761 complaints, a year-on-year increase of 7.9%, resolving 274,427 cases and recovering economic losses of 236 million RMB [1] - Issues with refund policies on trendy toy platforms have been highlighted, where consumers face refusals for refunds even when products have not been shipped or are defective [1] Group 2 - The rise of smart driving technology has become a competitive focus for automotive manufacturers, but there are concerns about the limitations and risks associated with these features [2] - Complaints regarding exaggerated performance claims by some automotive manufacturers and lack of transparency in driving data have been reported [2] - Other complaint hotspots include deceptive marketing in weight loss products, frequent disputes in pet consumption, ongoing issues with automatic renewals, and a surge in complaints related to power bank returns [2]

Core Insights - The 2025 Qilu Autumn Auto Show attracted a record attendance of 336,000 visitors, with total sales exceeding 20,000 vehicles and sales revenue reaching 5 billion [1] - The event showcased nearly 100 brands and thousands of models, emphasizing the importance of the auto show for manufacturers and dealers to display new models and offer various discounts [5] Group 1: Consumer Insights - The consumer survey revealed a high overall satisfaction rating of 85.71 for the auto show, an increase from the previous spring show [3] - 86.3% of respondents indicated plans to purchase a vehicle, with a significant portion of attendees visiting primarily for vehicle comparison and consultation [13][6] - The main purchasing channel remains 4S dealerships and auto shows, highlighting the importance of these venues in the buying process [13] Group 2: Vehicle Preferences - SUV models are the most preferred among consumers, with over one-third of respondents favoring them for their versatility and family suitability [18] - Domestic brands have gained popularity, with 40.7% of respondents preferring them, particularly brands like BYD and Changan [23][16] - The majority of respondents (90.51%) have a budget of under 400,000, with 43.97% planning to spend between 100,000 and 200,000 [16] Group 3: Policy and Incentives - Over 60% of respondents reported increased purchasing intent due to favorable policies, including various subsidies and incentives during the auto show [23] - The most impactful policy was the exemption from new energy vehicle purchase tax, influencing 22.6% of respondents [25] Group 4: New Energy Vehicles - There is a growing preference for new energy vehicles, with 42.07% of female respondents and 39.43% of male respondents favoring them due to their advanced technology and cost-effectiveness [27] - Concerns about new energy vehicles include battery lifespan, charging infrastructure, and resale value, indicating a need for consumer education and infrastructure development [36] Group 5: Smart Driving Features - The demand for smart driving features is significant, with 54.67% of respondents willing to pay extra for these functionalities [40] - The penetration rate of vehicles equipped with advanced driving assistance systems reached 62.58%, reflecting a growing trend in the market [38]

近日，有网民发现，小米汽车的宣传物料上，对其智能驾驶功能换了宣传术语，将原有的"智驾"更改 为"辅助驾驶"。问界、理想等多家新能源车企，近期也降低了"智驾"的使用频次或换了说法。 在应对策略上，车企已经从单纯的技术炫技转向了注重安全教育。小米汽车在APP内测"安全分Beta"， 借助算法对驾驶行为风险进行评估；小鹏汽车计划推出"AI辅助驾驶安全训练营"，旨在强化用户对辅助 驾驶功能边界的认知。这些举措充分表明，车企正从单纯的技术提供者转变为安全责任的共担者。正如 一位汽车工程师所说："最好的智能驾驶宣传，应该像安全气囊广告一样，既要彰显技术实力，又要提 醒消费者这仅仅是最后一道防线。" 车企的纠偏行动，也是对消费者认知偏差的一次修正。北京科协曾明确辟谣"辅助驾驶等于自动驾驶"这 一说法，但"L2+""L2.9"等宣传标语仍在暗示技术已经接近L3级。这种"过度包装"使得消费者对技术能 力产生了不切实际的幻想，甚至催生出了"脱手驾驶"这种危险的文化。 "智驾"更名"辅助驾驶"，这不仅仅是一场技术命名层面的变革，更是智能汽车行业的一次价值观重塑。 从以营销为导向转变为以安全为首要考量，这场纠偏也将推动行业走向成熟。 ...

"尽管多国继续对中国品牌汽车征收关税，但其影响仍然有限。具体来看，虽然美国及其他国家的关税 将使中国汽车和零部件出口成本上升24%，相当于增加460亿美元，但这仅仅占到中国汽车行业总产值 的3.8%。" 全球咨询公司艾睿铂（AlixPartners）近日在一份关于汽车产业的最新调研报告中披露了上述信息。这 份调研报告共调查访问了汽车行业100名美国高管、100 名中国高管以及 200名来自欧盟和英国的高管。 当前，汽车国际贸易环境呈现出日趋复杂的态势。美国当地时间3月26日，美国特朗普政府宣布将对进 口汽车及特定汽车零部件加征25%关税。上述政策从4月3日开始正式生效。 美国是仅次于中国的全球第二大汽车市场。《中国经营报》记者注意到，这一关税政策让全球汽车产业 链陷入恐慌。中国汽车产业界人士以及相关研究机构等也在研判这一事件带来的影响。 我国汽车出口虽然起步较晚，但近几年来汽车出口已成为中国汽车增长的重要引擎。海关总署公布的数 据显示，2024年中国汽车出口量已突破640万辆大关，稳居全球首位。而根据中国汽车工业协会的数 据，在2021年中国汽车出口总量才首次突破200万辆，达到201.5万辆。 中汽中心资深 ...

4月23日，第二十一届上海国际汽车工业展览会正式开展，整车企业在本次车展上不约而同地弱化了对"智 能驾驶"的宣传：比亚迪将"天神之眼"从原来的"高阶智驾"更改为"驾驶辅助"，将"代客泊车"更改成"下车 泊入"；小米汽车在相关视频中减少了智能驾驶表述的内容…… 这背后，是智能驾驶宣传被戴上了"紧箍咒"。4月21日，中国汽车工业协会、中国汽车工程学会先后发布 《关于规范驾驶辅助宣传与应用的倡议书》，明确提到车企应规范宣传营销行为，杜绝虚假宣传与过度营 销，避免使用模糊或误导性表述，防止驾驶员误用、滥用风险。 责编：万健祎 校对： 陶谦 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 在汽车行业从"电动化"时代步入"智能化"时代的关键节点，为何要给智能驾驶宣传戴上"紧箍咒"？因为无 论各大车企在发布会上把智驾功能讲述得如何天花乱坠，都无法掩盖中国乘用车市场已经落地车型最高也 只达到了L2级别辅助驾驶水平的事实。这一级别的辅助驾驶无法替代司机，汽车也无法脱离人 ...