新出台的《关于增强消费品供需适配性进一步促进消费的实施方案》提出，到2027年，形成3个万亿级 消费领域和10个千亿级消费热点。智能网联汽车，作为重点布局的3个万亿级消费领域之一，正迎来广 阔发展新机遇。 新华社北京11月30日电（新华社记者唐诗凝）家庭用户对"大空间、多座位"的需求推动新能源MPV热 销，三排座椅容纳全家舒适出行；"颜值控"偏爱科技范儿，智能座舱、语音交互定义全新"生活空间"； 户外爱好者催生新能源越野车市场，既能攀爬45度斜坡，又能实现1000公里综合续航…… 如何挖掘更大汽车消费空间？实施方案明确，增强供给与需求的适配性，进一步释放消费潜力。例如， 聚焦智能网联新能源汽车等重点行业，打造百个标志性产品、百家创新企业和一批可体验可推广的新产 品首用场景样板；鼓励新能源汽车等领域绿色低碳消费；支持企业深入农村开展新能源汽车下乡活动 等。 "适配，就是消费品生产供给端主动适应消费趋势变化，从产品设计开始就精准匹配多元消费需求，实 现供给和需求的双向奔赴。"工业和信息化部副部长谢远生说，要实现生产和消费从量到质的转变，让 企业从生产更多向生产更对、生产更好转变，以高质量供给激发和满足各类消费需求 ...

如何挖掘更大汽车消费空间？实施方案明确，增强供给与需求的适配性，进一步释放消费潜力。例如， 聚焦智能网联新能源汽车等重点行业，打造百个标志性产品、百家创新企业和一批可体验可推广的新产 品首用场景样板；鼓励新能源汽车等领域绿色低碳消费；支持企业深入农村开展新能源汽车下乡活动 等。 "适配，就是消费品生产供给端主动适应消费趋势变化，从产品设计开始就精准匹配多元消费需求，实 现供给和需求的双向奔赴。"工业和信息化部副部长谢远生说，要实现生产和消费从量到质的转变，让 企业从生产更多向生产更对、生产更好转变，以高质量供给激发和满足各类消费需求。 最近几年，人们的一个直观感受是，身边的新能源汽车越来越多了。 从2020年的140万辆左右跃升到2024年的1300多万辆，我国新能源汽车产量实现跨越式增长，市场规模 也同步扩容，大概翻了三番多。最新数据显示，2025年10月份，新能源汽车新车销量达到汽车新车总销 量的51.6%，占有率首次过半。 面对不断增长和日趋多元的汽车消费需求，供给端的提质升级也迈出新步伐。 目前，我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整智能网联汽车产业体系，大算力芯 片、多模态感知、智能 ...

新华财经上海11月27日电（李一帆）购置税政策调整窗口期临近，在上海一家领克4S店内，消费者张女士一边体验车机系统，一边听着销售人员为她核算 购车成本。面对是否要在年底前下单的决定，她坦言仍在犹豫："主要是想弄清楚明年买车到底会比今年贵多少，现在入手是否真的划算。我也担心万一明 年购置税优惠没了，但车价反而更便宜了。"不过她也补充道，"从目前的促销和政策来看，现在这个时间点似乎确实不错。" 随着2025年进入尾声，中国汽车市场正迎来一波久违的消费热潮。今年9月至11月，几十款全新或改款车型密集推向市场，覆盖从经济型到豪华型的各个细 分领域，为消费者提供了更多元的选择。 与此同时，政府通过发放消费券等方式加大补贴力度，多家银行加码汽车消费金融支持，不少车企也针对2026年购置税优惠政策调整推出"兜底"促销策略。 新车投放与政策红利双重因素叠加，共同点燃了年终车市的消费热情。 60余款新车密集入场，促销"战火"燃至年终 为最大化促销效果，车企在营销策略上精准发力，将线上渠道视为重要引流入口，与线下门店的优惠活动紧密协同，形成立体化的营销网络。例如，吉利、 奥迪、理想等品牌通过官方直播间深入讲解产品亮点，直接将购置 ...

Order Situation - The average new orders per store range from 25 to 28 units, with a 50% increase in store visits and a 60% store visit ratio [1][2] - The exhibition vehicles arrived a day before the launch, and test drive vehicles were available in first-tier cities over the weekend, with the launch price meeting customer expectations [2] - Regions such as Guangdong, Sichuan-Chongqing, Central China, and Northern China are seeing an increase in national order proportions, with large battery range extenders significantly boosting orders in Northern regions [3] Customer Profile - The primary customer demographic is aged between 35 and 50, with a male ratio of 90% [1] - Customers mainly consist of individual business owners and corporate executives, showing a notable increase in economic strength compared to previous customers, with a focus on family use and transportation needs [6] - Customers primarily learn about the product through Douyin and video platforms, with significant brand awareness attributed to the vehicle's appearance and spaciousness [6] Configuration Preferences - 45% of customers choose the Ultra 66 model, while 55% opt for the Ultra 52 model [5] - The most popular exterior color is Olympus Black, while the main interior colors are Deep Earth Elephant Grey and Light Earth Elephant Grey [5] - 60% of customers select the YAT cruise-type half-width steering wheel, and 30% choose the large wheel hub, which is offered at a limited-time price of 14,000 yuan [7] Competitive Comparison - Customers comparing with the Lynk & Co 900 focus on cost-effectiveness, while those considering the Zeekr 9X prefer the Land Rover-like appearance [10] - Customers comparing with the NIO ES8 consider the BAAS plan and find it highly cost-effective, with comparisons mainly centered on interior quality and brand perception [10] - There are notable regional differences among customers comparing with the AITO M8, Lantu Taishan, and Leap Motor D19 [10]

本以为 "多生孩子好打架" 是主流品牌的内卷套路，没想到超豪华品牌也玩起了这套。 据"36氪汽车"报道，尊界品牌明年将推出 SUV 和 MPV 车型，且两款车均提供标轴、长轴版本，尊界 S800 还会追加高定版（高级定制版）车型。 算上现款尊界 S800，明年尊界的产品矩阵将扩充至三款系列、六款车型。 报道进一步指出，计划推出的 SUV 和 MPV 在定位上会略低于尊界 S800，但还是会面向高端市场。 图源：电车通摄制 根据上述信息，我们不难梳理出三大关键动向： 超豪华品牌本质上经营的是"影响力生意"，"密集推新"未必等于稳赢。尊界明年以六款车型强攻市场，在电车通看来，这场激进的布局，既承载着重塑超豪 华市场格局的野望，也面临着品牌能否支撑全线溢价的现实考验。 尊界加速扩张，技术、产能、资金兜底 尊界一年内连推五款新车的"激进"策略，绝非盲目自信，其背后是首款车型 S800 打下的坚实市场基础。 定价 70.8 万元起的尊界 S800，上市 175 天大定突破 18000 辆，10 月单月交付就达 1970 辆，相当于同价位蔚来ET9的十倍以上，早已超越了迈巴赫 S 级、 保时捷 Panamera 等传统豪 ...

Core Viewpoint - The 2025 Guangzhou Auto Show highlights a surge in the launch of large six-seat SUVs by various automakers, reflecting both market demand and a potential lack of innovation in the industry [2][3][7]. Group 1: Large Six-Seat SUVs - Numerous automakers are introducing large six-seat SUVs at the Guangzhou Auto Show, indicating a competitive market segment with varying price points and features [3][4]. - The entry price for these SUVs is below 300,000 yuan, with models like the Geely Galaxy M9 starting at 180,000 yuan and offering advanced features such as the new generation Raytheon electric hybrid system [4]. - Higher-end models above 300,000 yuan include the Zhiji LS9 priced at 322,800 yuan, showcasing futuristic designs and advanced technology [5][6]. Group 2: Market Dynamics and Concerns - Industry insiders express skepticism about the practicality of large six-seat SUVs, suggesting that many features may not align with consumer needs, leading to potential forced consumption [7][8]. - The competitive landscape is described as "overheated," with automakers rushing to enter the large six-seat SUV market to avoid missing out on perceived opportunities [8]. Group 3: Return of Traditional Fuel Vehicles - A noticeable trend at the auto show is the return of traditional fuel vehicles, with many brands that previously focused on electric vehicles now introducing hybrid and fuel models [9][11]. - The market is expected to see a coexistence of electric and hybrid vehicles, with predictions indicating that internal combustion engine vehicles will still account for about one-third of new car sales by 2040 [10][15]. - Companies like Chery and Geely emphasize their commitment to maintaining a strong presence in the fuel vehicle market, even as they expand their electric offerings [12][14]. Group 4: Consumer Preferences and Market Viability - The rise of hybrid and extended-range vehicles is seen as a response to consumer concerns over range anxiety and charging infrastructure, particularly in regions where electric vehicle adoption is slower [13]. - The profitability of hybrid models is highlighted, with companies like Li Auto achieving financial success through their hybrid offerings [13][14]. - The automotive industry is expected to maintain a diverse energy mix, with both electric and hybrid vehicles playing significant roles in the market [16][17].

Core Viewpoint - The company reported Q3 2025 financial results, achieving revenue of 89.19 billion yuan, a year-on-year increase of 27%; core net profit was 3.96 billion yuan, a quarter-on-quarter increase of 25%, and net profit attributable to shareholders was 3.82 billion yuan, a year-on-year increase of 59% [1][2]. Sales Performance - The company sold 761,000 vehicles, a year-on-year increase of 43%; among them, the Galaxy series sold 327,000 units, a year-on-year increase of 170%, becoming the fastest new energy brand to reach annual sales of one million [2][3]. - The sales of the Chinese Star reached 219,000 units, a quarter-on-quarter increase of 2.4%, while Lynk & Co sold 87,000 units, a year-on-year increase of 25% [2]. - Zeekr's sales were 53,000 units, a year-on-year decrease of 4%, but the Zeekr 9X remained a strong competitor in the luxury segment [2]. Financial Metrics - Q3 revenue per vehicle was 117,000 yuan, with a profit of 5,200 yuan per vehicle, an increase of 500 yuan compared to H1 2025 [2]. - The company's sales, management, and R&D expense ratios were 6.0%, 1.5%, and 4.9%, respectively, with the sales expense ratio increasing due to the launch of four new models and the pre-launch of Zeekr 9X [3]. Future Outlook - In Q4, the company expects continued strong performance with the complete delivery of Galaxy M9 and Zeekr 9X, focusing on new energy exports and cost control post-integration [3][4]. - The company aims for significant growth in new energy vehicle exports, with a target of over 100,000 units in each of the five major overseas regions in 2026, and expects to see improved profitability from these exports [4]. - Following the privatization of Zeekr, the company anticipates accelerated integration and cost efficiency improvements, with a projected decrease in expense ratios and an increase in profits [4]. Profit Forecast - The company forecasts net profits of 17.83 billion yuan, 20.78 billion yuan, and 23.33 billion yuan for 2025-2027, with corresponding P/E ratios of 9.5, 8.1, and 7.3, maintaining a "buy" rating [4].

11月21日，极氪旗下全系豪华车型亮相广州车展。其中，极氪9X与009组成的豪华9系双旗舰备受关注。 极氪官方公布数据显示，极氪9X交付量已突破1万台，均价为53.8万元。截至目前，极氪品牌累计销量超过60万台，单车均价保持在30万元以上，最高 售价接近90万元，进一步巩固了其在豪华新能源汽车市场的地位。 在用户服务方面，极氪近期还推出多项举措，包括"权益随行"政策，允许老车主将终身免费充电、整车终身质保等权益转移至新车。针对交付延迟问 题，极氪实施了"安心等车三重保障"，并推出覆盖全系的购置税兜底补贴政策。 除9X外，极氪其他车型在各细分市场也表现稳健。极氪009在40万元以上豪华纯电MPV市场中保持领先，并在中国香港及东南亚部分地区成为细分市场 销量冠军。在80万元以上四座超豪华市场中，009光辉版占据半数份额。极氪001焕新版上市47小时锁单破万，持续领跑25万元以上纯电车型市场。极氪7X 稳居20万元以上中国品牌纯电SUV销量榜首，在香港交付前两个月即成为当地中型SUV销冠，目前全球家庭用户已超过10万。 据了解，自2021年10月开启首批车型交付至今，四年时间，极氪已进入全球40多个国家和地区，成为 ...

在营销层面，预售已成为车企制造市场话题、提升品牌热度的重要手段。通过限时优惠、保价政策、优先提车等权益设计，车企能够快速激发市场关 注度。4月，蔚来旗下萤火虫品牌首款车型以11.98万元的起售价上市，较此前14.88万元的预售价下调20％，配合车身颜色、内饰颜色、材质及轮毂的多种 组合的宣传点，短时间内订单量便达到预期目标，门店出现排队试驾的现象。价格上的惊喜，不仅为萤火虫积累了大量用户，更通过社交媒体话题发酵， 实现了品牌知名度的快速提升。此外，预售数据的公开披露也成为品牌实力的展示窗口。问界M8纯电动通过版预售1小时大定破1万辆、极氪9X预售1小 时拿下1万辆订单等战报，既增强了市场信心，也对竞争对手形成了一定压力。 更重要的是，预售数据为车企的产品策略调整提供了关键依据，有效降低了上市风险。蔚来内部人士透露，其新车定价策略的调整正是基于预售阶段 的市场反馈。这种根据预售数据动态优化产品定价、配置的模式，让车企能够在正式交付前完成产品与市场的精准匹配。 同时，部分车企通过预售阶段提供的增值服务，如免费升级配置、延长保修等，进一步增强了消费者信任。预售将服务承诺提前落地，有助于品牌忠 诚度的构建与维护。 临 ...

Core Viewpoint - The resurgence of the TVB drama "News Queen 2" has sparked discussions about the increasing presence of domestic electric vehicles (EVs) in Hong Kong, highlighting a shift in consumer preferences from traditional luxury cars to more affordable and practical electric options [1][3][4]. Group 1: Market Dynamics - "News Queen 2" features domestic EVs like GAC Aion and SAIC MG, indicating a cultural shift in Hong Kong's automotive landscape [1][3]. - The penetration rate of electric vehicles in Hong Kong has surpassed that of mainland China, with a reported 68.6% in the first half of 2025 [4][5]. - BYD has overtaken Tesla as the best-selling EV brand in Hong Kong, with 4,902 registrations in the first half of 2025, leading Tesla by over 1,000 units [5][6]. Group 2: Consumer Behavior - The shift towards domestic EVs is attributed to their high cost-performance ratio, offering features typically found in luxury vehicles at significantly lower prices [8][9]. - The high cost of fuel in Hong Kong, with prices around 27-30 HKD per liter, makes electric vehicles a more economical choice for consumers [12][14]. - Social media reflects a growing acceptance of domestic EVs among Hong Kong residents, with many sharing positive experiences and perceptions [8][14]. Group 3: Competitive Landscape - The entry of various domestic brands, including Xpeng and Geely, has diversified the EV market in Hong Kong, challenging the dominance of Tesla [6][21]. - The market remains competitive despite the small size, with annual vehicle sales around 40,000 units, making it crucial for brands to establish a strong presence [4][21]. - Domestic EVs are seen as a stepping stone for manufacturers aiming to expand into global markets, with Hong Kong serving as a strategic launchpad [23][24].