极狐S（L3版）成为国内首批唯二L3级自动驾驶车型。12月15日，工信部正式公布我国首批L3级有条件 自动驾驶车型准入许可，公司极狐品牌阿尔法S（L3版）成为唯二获得准入许车型，也是唯一配备激光 雷达的车型。12月23日，极狐阿尔法S（L3版）完成自动驾驶专用号牌上牌，标志着北汽极狐不仅完成 了L3产品准入的认证，更顺利走完了上牌登记的全流程，真正从"技术验证"迈入"合法通行"的实战新阶 段。根据规划，这批车辆将率先在京台高速、机场北线高速、大兴机场高速等指定路段开展试点运行， 在真实复杂路况中积累运营经验，为后续规模化商业应用筑牢基础。 2026年多款新车上市，销量可期。2025下半年，公司多款车型上市。 事件概述 公司发布12月产销快报：12月汽车销量3.52万辆，同比+114.56%；2025年1-12月累计销量20.96万辆，累 计同比+84.06%。 投资摘要 极狐、享界双品牌月销均创新高，2025年销量突破20万辆。公司2026年1-12月累计销量20.96万辆，累 计同比+84.06%，2025Q4单季度销量9.81 万辆， 同比+113.16% 。12 月单月销量3.52 万辆， 同比 +11 ...

Core Insights - The "Qihang·2025 Financial Summit" was successfully held on December 26 in Beijing, focusing on the theme of "New Starting Point, New Momentum, New Journey" and gathering hundreds of leaders and guests from various sectors including regulatory bodies, industry associations, financial institutions, listed companies, and media [1] - The 14th "Jinzhi Award" results were announced, with BAIC Blue Valley (BAIC New Energy) awarded the "Outstanding Growth Enterprise" title, recognizing its continuous growth potential and core competitiveness [3] Company Performance - BAIC New Energy has shown significant growth in both market sales and technological advancements in autonomous driving, maintaining a leading position in the industry [3][4] - The product matrix has been continuously improved, driving sales growth. In November, BAIC New Energy's monthly sales reached 32,328 units, a substantial year-on-year increase of 113%. Cumulatively, sales from January to November reached 174,371 units, up 79% year-on-year, consistently surpassing 30,000 units in sales for several months [3] Technological Advancements - In the autonomous driving sector, BAIC New Energy achieved a significant milestone by obtaining product access approval for the L3 version of the Arcfox Alpha S on December 15, marking a key stage in the mass application of autonomous driving technology [4] - The first official license plate for L3-level autonomous driving was issued and installed on the Arcfox Alpha S, representing the highest technical level of autonomous driving vehicles in China and setting a benchmark for the commercial application of autonomous driving [4] Industry Recognition - The award of "Outstanding Growth Enterprise" reflects the industry's high recognition of BAIC New Energy's development achievements and growth potential, emphasizing its commitment to technological innovation and product upgrades [4]

不用担心冬日严寒，全系标配热泵空调(字幕：-30℃极寒环境仍高效制热)、电池直冷直热技术，以及源 自高铁技术的八合一电驱系统——不仅节能，更能延长电池寿命。30%至80%电量仅需16.9分钟，喝杯 咖啡的时间"满血复活"。 南京四季分明，树有春夏秋冬。 它和南京的树一样，每个季节都散发光芒。 南京冬日的树，褪去浓荫，现出斑斓的浪漫。 在拥堵车流中自如穿梭(4337mm车长、1860mm车宽、2770mm轴距)，在乡间小路肆意畅行(高配车型 CLTC续航达425km)，这才是都市人最珍贵的自由。 开着极狐T1穿行其间，它灵动的身姿融入其中，鲜活明媚。 选择一种智慧的生活——不为尺寸所限，以"得房率"极高的设计哲学，让1.8米乘客坐后排也能轻松跷 腿，同时承包一个人的潇洒与一家人的幸福。 这款车，是都市独行侠的"完美拍档"，也是温馨小家的"全能担当"。 它是静谧的私人空间，智能座舱每一个指令都及时响应，座椅如同量身定制(百万级车型同款材质—— Microcloud纤维绒高级皮革)，触感细腻、环保无味；也能施展空间魔法，32处储物格+459L同级最大后 备厢，露营装备、婴儿车统统装得下，让全家人欢乐共享。 看得见或 ...

加入轩辕同学 ， 成就新汽车人! 设计 | 张 萌 作者 | 杜 咏 芳 编辑 | 黄 大 路 2025 年 10 月 15 日，第十三届轩辕奖正式启动。 历经十三载淬炼，穿越市场浮沉，轩辕奖的大幕再次落下。 iCAR 超级V23 以 下 是 2 0 2 6 第 十 三 届 轩 辕 奖 获奖 名 单 这一次， 轩辕奖 依然坚守着那句不变的承诺： " 独立于商业，独立于权力，独立于关系 " 。 当价格战硝烟弥漫行业，当营销声量掩盖产品本质，轩辕奖坚持用最专业的眼光、最严谨的测试、最独立的判断，寻找那些真正 的国民好车 。 在襄阳达安检测中心，每一款提名车型都经历了静态感知、智能座舱、辅助驾驶、驾控检验等全方位严苛测试；在评审会议中，每一次讨论都基 于数据、专业与共识。 市场的共识很清晰： 消费者不缺购买力 ，但是可能缺乏能够真正打动他们的产品；行业也不需要很多花里胡哨的奖项，而是需要一个 敢于说真话 的标尺。 2025年12月20日，除了中国年度 十佳汽车以外，第十三届 轩辕奖 还同时评选出了十四款中国年度提名汽车。 这些 脱颖而出的 车型不仅代表了当前 中国汽车工业在 特定维度的 创新 突破 ，更指向了未来出 ...

2025年上半年，北汽蓝谷交出了一份看似亮眼的销量成绩单：6.72万辆的整车销量同比暴增139.73%，旗下极狐品牌以5.6万辆销量、211.06%的 同比增幅成为新能源车市的"增速明星"。然而，这份高增长背后却暗藏刺眼隐忧：同期23.08亿元的净利润亏损，使其自2020年起的连续亏损周期延 长至五年半，累计亏损额已突破300亿元。反观同为"华为系"合作伙伴的赛力斯，凭借问界系列成功扭亏为盈，北汽蓝谷的战略布局与市场结果形成 鲜明反差。这场"越卖越亏"的增长奇迹，折射出其在品牌定位、盈利模式与内部协同上的多重困局，新能源赛道的"淘汰赛"中，北汽蓝谷正面临前 所未有的战略考验。 高端化战略失效 从对标豪华到以价换量的品牌下沉 北汽蓝谷的高端化尝试始于极狐品牌的"高举高打"。2020年~2021 年，极狐先后推出阿尔法T、阿尔法S两款30万元级车型，阿尔法S华为HI版售价更是 高达40万元左右，直指特斯拉、蔚来等豪华品牌阵营。但市场反馈冰冷，2021年极狐累计销量仅0.29万辆，陷入"叫好不叫座"的窘境。迫于销量压力，极狐 开启了激进的降价之路：2022年官降超2万元，2023年推出20万元内的森林版车型，202 ...

七大尊享礼遇：含3999元充电桩抵扣券、2000元特调外观色、5年/12万公里整车质保、终身OTA升级、3年不限量车机流量、灵活金融方案及延保优惠 等。 目前，极狐T1共提供五款配置，官方指导价6.28万元起，覆盖320km与425km两种续航版本，满足不同家庭的预算与需求。只花六、七万，就能拥有一台 空间越级、安全硬核、智能贴心、健康无忧的高品质纯电家轿——这样的极狐T1，值得放心下单。 临近岁末，新一轮购车潮山雨欲来。手握十万元购车预算，买什么车最划算？ 在A0级纯电市场日益"内卷"的当下，"能跑就行"的基础代步逻辑已无法满足消费者的内心需求。他们要的是——真实续航、越级空间、智能贴心、驾乘舒 适、全家安心的健康座舱，以及关键时刻靠得住的安全保障。而极狐T1，正是这样一台"把用户需求真正放在心上"的车。 伴随年底将至，不少消费者也担心：现在下单，万一跨年交付，购置税会不会涨？对此，极狐汽车已率先行动——正式推出"跨年购置税补贴方案"： 凡在2025年12月28日24:00前通过极狐APP、小程序或官方渠道下定并锁单的用户，若因厂家原因导致订单跨年交付，所产生的车辆购置税将由厂家全额 承担，直接抵扣购车尾款 ...

Core Viewpoint - The article discusses the impact of the suspension of provincial and national subsidies for vehicle purchases on consumer behavior and market dynamics, highlighting the dependency created by these subsidies and the current alternatives available for consumers [1][2]. Group 1: Subsidy Status and Consumer Behavior - The provincial subsidy (8000-15000 yuan) and national subsidy (15000-20000 yuan) were suspended in September and October 2025, leading to a significant drop in consumer interest as over 100 million vehicles were sold under the "old-for-new" subsidy scheme [1]. - The suspension of subsidies has created a dependency among both consumers and dealerships, with some dealerships incurring costs to find alternative subsidy channels [1]. - Consumers express frustration, with sentiments like "once the subsidy stops, feelings go cold," indicating a strong reliance on these financial incentives [1]. Group 2: Current Alternatives for Consumers - Some provinces, such as Guizhou and Chongqing, have not yet announced the suspension of subsidies, and there are still opportunities for consumers to claim local subsidies [2]. - Specific local subsidies are being offered in provinces like Guangdong, Jiangsu, and Anhui, with amounts ranging from 3000 to 10000 yuan [2]. - Consumers are advised to calculate the best options available, considering the current market conditions and available subsidies [3][5]. Group 3: Case Studies and Recommendations - Case studies illustrate various consumer scenarios, such as a consumer in Anhui looking to purchase a vehicle without the provincial subsidy, who is advised to explore local subsidies instead [4][5]. - Another case highlights a consumer's indecision due to waiting for discounts on new models, emphasizing the importance of making timely decisions based on available subsidies [10][11]. - Recommendations include considering the purchase of vehicles before the end of the year to take advantage of existing local subsidies, as well as evaluating the potential benefits of acquiring an old vehicle to qualify for future subsidies [26][27].

Group 1 - The core topic of the article discusses the characteristics and target demographics of pure electric small cars, particularly focusing on urban transportation models [1] - The MG4 model has achieved significant sales success, with a sales share of 70% [3] - Current policy incentives include a manufacturer subsidy of 3000, interest-free loans of 50000 for two years, lifetime warranty on the battery, motor, and electronic systems, and home charging solutions [4] Group 2 - The customer base for MG4 consists of 80% repeat buyers and 80% from the working class, with key considerations being range and space, preferring compact and easy-to-park vehicles [4] - Customers also value the smart features of the car, requiring smooth operation and responsive controls, with MG4 meeting these demands [5] - Main competitors include Xingyuan, Jihu T1, Bingguo S, and Haiou, with MG4 having advantages in configuration and motor power [6][7] Group 3 - In a local third-tier city, the BYD Haiou model has maintained stable sales, with discounts ranging from 6000 to 7000, and a "super replacement" subsidy of 3000 [10] - The target demographic for small cars includes families, particularly for commuting and child transportation, with price being the primary concern for buyers [10] - The main competitors are the Geely Xingyuan and Wuling Bingguo, with the brand reputation of BYD providing a competitive edge [10] Group 4 - The Xingyuan model is described as extremely popular, consistently ranking first in sales, with a current discount of 3000 [13] - The majority of Xingyuan buyers are women, with purchasing decisions based on aesthetics, sales performance, build quality, brand reputation, and after-sales service [15] - The main competitors for Xingyuan have shifted to include MG4 and Jihu T1, which present challenges due to their larger size and longer range [15] Group 5 - The Jihu T1 model has seen a decline in sales after an initial surge, with current discounts of 1000 for full payment and 2000 for financing [17] - The primary demographic for Jihu T1 consists of individuals aged 25-40, focusing on appearance, space, and price [17] - The main competitor for Jihu T1 is Geely Xingyuan, which has a strong brand presence and ongoing popularity [17]

Core Insights - The 2024 Guangzhou International Auto Show highlights significant trends in the automotive industry, showcasing 29 standout new models from over 100 launches, indicating a shift towards integrating vehicles into daily life rather than merely serving as transportation tools [1][2]. Group 1: Key Trends in the Automotive Industry - The trend of increasing penetration of new energy vehicles (NEVs) continues, with a clear commitment to advancing NEV development in China [2]. - Traditional foreign automakers are intensifying their investments in the Chinese market despite facing challenges, with brands like Mercedes-Benz and Audi developing models specifically for this market [2]. - The concept of "car + life" has transitioned from theory to practice, with vehicles increasingly becoming integrated into consumers' lifestyles through advancements in technology [2]. Group 2: International Perspectives on Chinese Automotive Brands - There is a notable increase in acceptance of Chinese electric vehicles (EVs) in overseas markets, particularly in emerging markets like Brazil, where local brands have established a presence [3]. - Competition in different markets varies, with Brazil still focused on traditional vehicles due to inadequate infrastructure for EVs, highlighting a need for performance and range as key competitive factors [3][4]. Group 3: Technological Advancements and Ecosystem Development - The importance of ecological and open-source standardization is emphasized, with a focus on creating a collaborative environment among automakers to enhance innovation [5]. - The potential for integrating various applications into vehicles is significant, as cars evolve into living spaces that can accommodate diverse functionalities [5]. - The rollout of Level 3 autonomous driving technology is progressing, with a focus on how it will transform user experiences and the implications for safety and insurance [6]. Group 4: Future Outlook for the Automotive Industry - The future of the automotive industry is expected to center around smart technology as a core competitive element, with a strong emphasis on self-sufficiency in the supply chain, particularly regarding chips and operating systems [7]. - There is an anticipation for joint ventures and partnerships to continue strengthening the Chinese market, with hopes for a diverse and competitive landscape among brands [7].

Core Viewpoint - The article discusses the transformation of BAIC Group, particularly focusing on its electric vehicle brand Arcfox, under the leadership of newly appointed Chief Design Officer, Luo Weiji. The emphasis is on enhancing design as a strategic driver for the company's growth and market competitiveness in the rapidly evolving automotive industry [4][24]. Group 1: Company Overview and Current Challenges - BAIC Group's Arcfox brand has struggled with sales, with only 7,000 units sold in April 2025, raising concerns among dealers about the brand's profitability [6][8]. - The company has historically relied on joint ventures for revenue, with only 2% of its total sales coming from new energy vehicles in 2021 [24]. - The ambitious goal set by the new chairman, Zhang Jianyong, aims for BAIC to achieve 3 million total vehicle sales by 2027, with 2 million from its own brands and over 70% from new energy vehicles [24][26]. Group 2: Luo Weiji's Background and Role - Luo Weiji, a prominent figure in automotive design, has a rich background, having worked with brands like Lotus, Audi, and Renault, where he significantly influenced design strategies [10][12][18]. - His appointment marks a significant shift for BAIC, as he is the first overseas designer to lead the company's product design, indicating a move towards a more global perspective in design [8][24]. - Luo's design philosophy emphasizes efficiency and speed, aiming to adapt to the fast-paced Chinese automotive market while maintaining high-quality standards [38][41]. Group 3: Strategic Initiatives and Design Philosophy - Luo introduced the "Arc-flow" design philosophy, focusing on efficiency and adaptability, which aligns with the brand's future direction [34][36]. - He aims to streamline the design process by establishing a forward-looking design phase that integrates design and engineering from the outset, reducing delays and enhancing product quality [41][42]. - The establishment of cross-departmental teams, such as the Advanced Design Architecture team, is intended to ensure that design considerations are integrated into the foundational aspects of vehicle development [41][42]. Group 4: Future Outlook and Expectations - The next two years are critical for BAIC as new models designed under Luo's leadership are set to launch, which will test the effectiveness of his strategies in the Chinese market [42]. - The success of this transformation hinges on Luo's ability to resonate with Chinese consumer preferences and translate design innovations into tangible product improvements [42].