2025.07. 11 "豪车平替"成为了市场的取胜法则，也成为了市场竞争日趋白热化后，车企走捷径的一条重要路径。 原创需要巨大投入，领克曾宣称每款车的设计投入都是"亿"级，但是原创并不意味着成功。 高度还原了领克The Next Day概念车元素的领克Z10，原本是对标小米SU7的市场，但6月销量不到 370辆。而今年4月底上市、外号"杭州湾揽胜"的领克900，今年6月销量突破了5300辆，在全尺寸高 端混动SUV品类中，位列第二，仅低于问界M9的月销量，已经超越了理想L9。而该细分行业销冠问 界M9，也曾因与奔驰迈巴赫GLS侧面设计相似而陷入舆论旋涡。 今年上海车展上，首次亮相的极氪旗舰SUV极氪9X就受到了较高市场关注，并得名"杭州湾库里 南"。7月9日该车开启先享计划，2小时就有1万人预订。 或许是看到了国产平替的市场，还有一大批国产"揽胜"来袭，包括"番禺揽胜"（广汽传祺S7）、"坪 山揽胜"（腾势N9）。除此之外，国产"库里南"也不遑多让，包括"保定库里南"（坦克800）。另外， 小米汽车第三款车型小米YU9近日测试车谍照已在网上传开。从谍照看，市场预计这也是一款全尺 寸SUV，外观轮廓与库里南相 ...

Core Viewpoint - The rise of "big brand alternatives" in the Chinese automotive market, exemplified by models like Xiaomi's SU7 and YU7, raises concerns about the potential regression of the industry towards imitation rather than innovation [1][5]. Group 1: Market Trends - Xiaomi's SU7 has become a phenomenon, securing the top sales position in the mid-to-large sedan category within a year, while the YU7 has surpassed it with over 240,000 orders in just 18 hours [1]. - The trend of creating "luxury car alternatives" is becoming a significant strategy for automakers in a highly competitive market, where original design requires substantial investment [1][2]. - The Zeekr 9X SUV received significant attention at the Shanghai Auto Show, with 10,000 pre-orders in just 2 hours, indicating strong market interest in domestic alternatives [2]. Group 2: Legal and Ethical Considerations - Historical cases of design infringement in the automotive industry show that legal definitions of imitation are often ambiguous, with several high-profile cases resulting in no penalties for alleged infringers [3]. - The protection period for design patents in China is 15 years, which can impact the longevity of claims against design similarities [3]. Group 3: Industry Evolution - The Chinese automotive industry has made significant strides in moving away from a reliance on imitation, with domestic brands capturing nearly 70% of the market share and China being the largest automobile exporter for two consecutive years [5]. - The resurgence of "copycat" incidents poses risks to the long-term development of the industry and could hinder the global competitiveness of Chinese automakers [5].

出品丨虎嗅汽车组 作者丨肖漫 头图丨极氪科技集团CEO安聪慧，来源视觉中国 极氪再次对豪华市场发起冲击。 近日，极氪在为旗舰 SUV 车型 9X 的技术发布会上，解释了他们要如何用这款车与问界、理想、BBA，甚至是劳斯莱斯库里南、揽胜路虎 等对手竞争。 的确，极氪 9X 在三电、电气架构、底盘和辅助驾驶上都用了吉利目前能做到的最好的技术，是吉利近几年技术积累的集大成者。 不过，极氪能否真正突破品牌认知的天花板，背后还有一系列挑战。极氪9X或许只是开始，背后更值得关注的，是这个品牌以技术为导、 以豪华为纲的战略升级，能否撬动豪华车市场的主流认知，真正带领极氪迈入下一个品牌阶段。 本期车圈脉动将聚焦极氪高端化战略，分析极氪的豪华野心及其现实难题。 【极氪9X，上足猛料】 极氪为 9X 自研了极氪浩瀚-S 超级电混架构，涵盖超级电混、数字底盘、安全盔甲和智能辅助驾驶四个层面。 【竞品一览】 补能方面，极氪9X采用全栈 900V 高压架构，配备70kWh 6C 混动电池，CLTC 纯电续航达 380km，0-80%充电只需九分钟。 搭载了库里南、揽胜路虎等豪华车相同的硬件配置，例如闭式双腔空气悬架、双阀 CCD 电磁 ...

Core Insights - Zeekr is making a significant push into the luxury market with its flagship SUV model, the Zeekr 9X, aiming to compete with established brands like Aion, Li Auto, and even high-end models like Rolls-Royce Cullinan and Range Rover [2][4]. Technology and Features - The Zeekr 9X incorporates advanced technology, including the self-developed Zeekr Vast-S super hybrid architecture, which covers four key areas: super hybrid, digital chassis, safety features, and intelligent driving [6]. - It features a 900V high-voltage architecture with a 70kWh 6C hybrid battery, achieving a pure electric range of 380 km under CLTC standards, and can charge from 0-80% in just nine minutes [6]. - The vehicle is equipped with luxury hardware similar to that of competitors, such as closed double-chamber air suspension and active anti-roll bars, and utilizes an AI-driven intelligent chassis system for enhanced performance [6]. Competitive Landscape - The Zeekr 9X is positioned as a "hybrid all-rounder," challenging traditional luxury brands with its performance metrics (1400 horsepower, 240 km/h top speed) and advanced features (L3-level autonomous driving) [15]. - The pricing strategy for the Zeekr 9X is expected to range from 500,000 to 1,000,000 CNY, targeting the high-end market and competing directly with luxury brands [12][15]. Market Strategy and Challenges - The merger of Zeekr and Lynk & Co is seen as a strategic move to reduce operational burdens and allow Zeekr to focus on its upward brand strategy without competing in lower price segments [13]. - Zeekr's brand recognition is a significant challenge, as it is relatively new compared to established luxury brands, which have decades of market presence [16]. - The company aims to balance luxury positioning with sales targets, having set a goal of 320,000 units for the year, but only achieving 280,000 in the first half [16]. Future Outlook - The Zeekr 9X is set to begin pre-sales at the end of August, with official market launch and deliveries expected in the third quarter of 2025 [17]. - The company plans to achieve L3-level autonomous driving by 2025, contingent on regulatory support, and must ensure the reliability of this technology to build consumer trust [17].

7月9日，极氪9X发布了一系列黑科技，并同步开启先享计划。计划启动仅2小时，便有1万用户支付定金加入。这款定位豪华的国产全尺寸SUV，一经亮相 便获得广大消费者的认可。 一场由900V混动架构引发的产业地震。 豪华汽车市场暗流涌动，中国市场再次出现强将。 然而，汽车市场的另一端，车企纷纷发布2025年二季度销量报告。其中，传统豪华品牌的全球销量，尤其是中国市场的销量继续出现下降。 从市场表现看，如今中国新能源品牌价位不断攀升，在50万元及更高价位占领更多市场。这场豪车争夺战，看似是燃油与新能源的动力形式之争，但豪车消 费者的价值取向其实始终如一：追求最先进且稀缺的技术、享受最创新最独特的体验。 而汽车领域的顶尖核心技术，过去的确长期被传统豪华品牌牢牢掌握着主导权。凭借领先的产品和技术，这些欧美品牌占领了全球豪华车市场。 车企在近乎"垄断"的市场中攫取丰厚利润，竞争的赢弱使得豪华车企逐渐放慢技术创新的步伐，有限的购车选择下，消费者的审美疲劳其实也在日益加重。 新能源汽车的蓬勃发展，开始撼动传统豪华品牌铸造的坚固神坛。 豪华汽车市场的洗牌，实质上是汽车技术话语权的更迭。 在新能源时代，中国汽车已经在多个市场获得亮 ...

豪车卖不动了，疯狂降价大甩卖？！ 近日，上海浦东玛莎拉蒂放出猛料： 原价65万元 起 的Grecale SUV，现在限时价 38.88万元 起 ！有汽车平台显示，上海经销商最低报价甚至已杀到36.96万元， 砍掉超28万元， 降幅近 43% ！ 对此，上海浦东玛莎拉蒂门店销售人员回应媒体称，38.88万的活动是门店专属， 经销商买断包 销，与玛莎拉蒂品牌无关。 只有白色外观黑色内饰一款，车型为Grecale2023款，落地价预计43 万元左右。活动开始后非常火爆，2天已经卖出了10多辆，该售价此批车辆售完为止。 不仅在国内销售不佳。公开数据显示，2024年，玛莎拉蒂全球销量仅11300辆，同比下跌 57% 。 品牌去年调整后运营亏损达2.6亿欧元（约人民币21.8亿元）。 因为玛莎拉蒂的销量惨淡、业绩亏损，已经不止一次传出过Stellantis集团打算出售玛莎拉蒂品牌的 消息，但最后均被Stellantis集团否认。Stellantis集团股价也一路震荡下跌，自去年3月高位至今， 截至7月10日， 股价已下跌近60% 。 据大河报报道， 郑州多家玛莎拉蒂门店已悄然关闭，有 郑州车主反映，本地最后一家4S店已停 ...

极氪正在用科技诠释"向上"哲学。"极氪致力打造的是科技豪华，我们不是古典的豪华，更多的是用科 技的力量去助力品牌的成长，"吉利汽车集团高级副总裁、极氪科技副总裁林杰在与媒体沟通时表示。 7月9日，极氪公布了浩瀚-S架构的技术细节与亮点。该架构将首搭极氪9X上，是全球首个基于纯电架 构打造的电混架构。在该架构的加持下，极氪打造出浩瀚超级电混、浩瀚AI数字底盘、浩瀚安全盔 甲、千里浩瀚智能辅助驾驶系统四大核心科技。据悉，极氪9X预计将于8月底成都车展开启预售。 从纯电到电混 极氪的第一款超级电混车 极氪9X将会是极氪的首款超级电混车型。 从燃油到增程式、插混再到纯电是行业普遍遵循的研发轨迹，技术要求与难度逐级递增。然而极氪却反 其道而行之，先在技术要求更高的纯电领域建立了自研核心技术的护城河，再基于浩瀚-S架构的能力， 提供了一个全新的动力方案——可三电机驱动，也可发动机直驱。 极氪称之为"超级电混"。虽然行业普遍认为其技术逻辑类似于插混，但极氪强调其不同于一般的增程式 和插混。 比如，当前绝大多数混动和增程产品仍采用400伏架构，普遍存在纯电续航低、充电速度慢、低电量体 验差等痛点。而极氪浩瀚超级电混采用全球混 ...

Group 1 - The company sold 236,000 vehicles in June, representing a year-over-year increase of 42.1% [1] - For the first half of the year, the company achieved total vehicle sales of 1.41 million, a year-over-year increase of 47.4% [2] - The company raised its annual sales target to 3 million vehicles, which is a 38% increase compared to the previous year [1][2] Group 2 - The company held a technology launch event for the Zeekr 9X on July 9, introducing the world's first full-stack 900V high-voltage hybrid architecture, SEA-S [1][3] - The Zeekr 9X is expected to start pre-sales at the end of August and is positioned as the brand's flagship hybrid model [3] - The Zeekr 9X features a maximum engine power of 205 kW and a thermal efficiency exceeding 46%, with a 20%-80% battery recharge time of only 9 minutes [3] Group 3 - The company expects to see significant profit growth, with net profits for 2025, 2026, and 2027 projected at 13.84 billion, 17.9 billion, and 22.3 billion yuan respectively, reflecting year-over-year increases of 47%, 30%, and 24% [1][3] - The current stock price corresponds to P/E ratios of 11, 8.6, and 7 for the years 2025, 2026, and 2027, respectively, with a recommendation to "buy" [1][3]

豪车卖不动了，疯狂降价大甩卖？！ 近日，上海浦东玛莎拉蒂放出猛料： 原价65万元 起 的Grecale SUV，现在限时价 38.88万元 起 ！有汽车平台显示，上海经销商最低报价甚至已杀到36.96万元， 砍掉超28万元， 降幅近 43% ！ 对此，上海浦东玛莎拉蒂门店销售人员回应媒体称，38.88万的活动是门店专属， 经销商买断 包销，与玛莎拉蒂品牌无关。 只有白色外观黑色内饰一款，车型为Grecale2023款，落地价预 计43万元左右。活动开始后非常火爆，2天已经卖出了10多辆，该售价此批车辆售完为止。 因为玛莎拉蒂的销量惨淡、业绩亏损，已经不止一次传出过Stellantis集团打算出售玛莎拉蒂品 牌的消息，但最后均被Stellantis集团否认。Stellantis集团股价也一路震荡下跌，自去年3月高 位至今，截至7月10日， 股价已下跌近60% 。 据大河报报道， 郑州多家玛莎拉蒂门店已悄然关闭， 有 郑州车主反映，本地最后一家4S店已 停业，售后保养都得跨省。 豪车集体遇冷 对于玛莎拉蒂本次降价，不少网友表示难以置信： 今年前5月在华仅售3 8 4辆 "大甩卖"背后是玛莎拉蒂销量的下滑。 作为意 ...

【 Grok 4 正式发布】 7 月 10 日消息，官方宣称， Grok 4 是最新、最强大的旗舰模型。现在已经 可以在 Grok 官网上付费升级体验。官网显示， Grok 4 每月费用为 30 美元。埃隆 · 马斯克表示， GROK 很快将应用于特斯拉车辆，最迟将在下周实现。（华尔街见闻） 完整早报音频，请点击标题下方小耳机收听 | | | SuperGrok Introducing Grok 4 The most powerful Al model. | | | × | | --- | --- | --- | --- | --- | --- | | | | Pay yearly save 16% Pay monthly | | | | | Basic Free | | SuperGrok $30.00/ month | Popular | SuperGrok Heavy $300.00/ month | | | Current Plan | | Upgrade to SuperGrok | | Upgrade to SuperGrok Heavy | | | Model Grok 3 | Limited ...