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年轻人,反向抄底爆雷车
创业邦· 2025-08-22 10:07
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 7 月下旬,丁酩在宁波的吉利汽车第二制造基地,全款买到一辆紫色长续航版极越 07。 此时距离极 越汽车突然崩盘已经过去大半年。 数百辆灰头土脸的极越 01 和 07 库存车,停放在一大片空场区域。丁酩坐进挑选的新车,前挡风玻 璃脏到什么也看不见。还好,车上的玻璃水还能用。 他对这样的提车环境倒是有预期,庆幸车内饰是干净的,四个座椅都还套着防尘罩。提车价 16 万 元,相当于 22.99 万元原价打了个 7 折,算上卖旧车和政府以旧换新补贴,丁酩买这台 "爆雷车" 实际花了 14 万元。 "100 度的三元锂电池,这个配置 20 万以内是绝无仅有的。" 虽然家人并不赞成这个决定, 30 岁 的丁酩 觉得倒是不用说服他们,"反正我自己出钱,想买哪个就买哪个"。他还告诉我们,近一个 月,吉利工厂已经卖出了六七十台极越的库存车。 来源丨晚点Auto 作者丨郭瑞婵、司雯雯 编辑丨 王姗姗 图源丨Midjourney 7 月下旬,丁酩在吉利汽车宁波杭州湾第二制造基地看到的大量极越库存车 新能 ...
年轻人反向抄底爆雷车:7 折买顶配的冒险游戏
晚点LatePost· 2025-08-20 02:31
Core Viewpoint - The article discusses the phenomenon of young consumers purchasing "exploded" electric vehicles at significantly discounted prices, highlighting a shift in consumer perception towards automotive purchases and the impact of market dynamics on pricing strategies [5][7][28]. Group 1: Market Dynamics - The electric vehicle (EV) market is experiencing a brutal price war, with companies like BYD offering substantial discounts on popular models, prompting competitors like Geely and Xpeng to follow suit [7][14]. - The emergence of "exploded" vehicles, which are models from companies that have faced financial difficulties, has led to significant price reductions, making them attractive to budget-conscious consumers [9][14]. - The article notes that the pricing strategy in the EV market is less stable compared to traditional vehicles, with configurations and features becoming the primary focus for consumers rather than brand loyalty [27][28]. Group 2: Consumer Behavior - Young consumers are increasingly willing to purchase vehicles from companies that have faced bankruptcy, viewing the products as having good value due to their features and specifications, rather than being deterred by the brand's financial issues [23][28]. - The article highlights that many buyers are motivated by the desire for high-specification vehicles at lower prices, leading them to compare their purchases against higher-priced models [14][28]. - The perception of vehicles as disposable and the willingness to change cars every few years has shifted consumer attitudes, making them less concerned about long-term brand reliability [8][25]. Group 3: Vehicle Specifications - The article provides a comparison of specifications between various models, indicating that "exploded" vehicles often offer features that rival those of higher-priced competitors, such as large batteries and advanced technology [15][14]. - For instance, the Geely Extreme 07 offers a C-class space and a large battery at a price point of 140,000 yuan, which is significantly lower than similar models from competitors [14][15]. - The article emphasizes that the current EV market is characterized by "over-specification," where vehicles are equipped with features that were previously exclusive to higher-end models [27][28]. Group 4: Sales Channels and Challenges - Following the bankruptcy of certain manufacturers, traditional sales channels have been disrupted, leading consumers to seek vehicles through non-official channels, which can complicate the purchasing process [21][18]. - The article mentions that buyers often face challenges in verifying the condition of vehicles and ensuring proper warranty coverage, as many of these transactions occur outside of established dealership networks [21][22]. - Despite the risks, many consumers are willing to navigate these challenges, believing that the potential savings outweigh the uncertainties associated with purchasing "exploded" vehicles [23][25].
那些买爆雷车的年轻人
晚点Auto· 2025-08-18 13:40
Core Viewpoint - The article discusses the phenomenon of young consumers purchasing "exploded" electric vehicles at significantly discounted prices, highlighting a shift in consumer perception towards automotive purchases and the impact of recent market dynamics on pricing and value perception [9][28]. Group 1: Market Dynamics - The electric vehicle industry has seen several companies, including HiPhi, Jidu, and Neta, face financial difficulties, leading to a significant drop in prices for their inventory and second-hand vehicles [7][28]. - The ongoing price war in the new car market has prompted manufacturers like BYD to offer substantial discounts, further influencing consumer behavior [7][8]. - The competitive landscape has resulted in electric vehicles being offered with high-end configurations at lower price points, making them attractive to budget-conscious consumers [14][27]. Group 2: Consumer Behavior - Young consumers are increasingly willing to purchase vehicles from companies that have faced financial difficulties, viewing the discounted prices as an opportunity rather than a risk [23][28]. - The perception of vehicles has shifted from being long-term investments to more disposable assets, with consumers now expecting to change cars every 3 to 5 years [25][28]. - Many consumers prioritize product features and specifications over brand loyalty, leading them to compare vehicles based on their configurations rather than the reputation of the manufacturer [28]. Group 3: Purchase Process - The process of purchasing "exploded" vehicles often involves navigating non-official channels, with consumers needing to verify the condition and legitimacy of the vehicles [21][22]. - Consumers have reported varying experiences in securing financing and insurance for these vehicles, often facing challenges due to the lack of official support from the manufacturers [20][21]. - The article highlights the importance of thorough research and due diligence when purchasing these vehicles, as many buyers are taking risks in hopes of securing a good deal [23][24]. Group 4: Future Outlook - Despite the challenges faced by companies that have "exploded," many are still operational and seeking restructuring, indicating a potential for recovery in the market [26][28]. - The article suggests that the evolving consumer mindset and competitive pricing strategies may continue to shape the electric vehicle market, leading to further innovations and changes in consumer purchasing behavior [27][28].
上海车展进行中,谁还关心夏一平?
汽车商业评论· 2025-04-27 15:24
撰 文 / 路 行 设 计 / s h e l l y 极越崩盘之后的一段时间里,夏一平留在公众视野中的最后一个印象,是小红书上的一次偶 遇。 照片里,这位曾经的汽车品牌CEO出现在洗浴中心,不甚清晰的画质中可以看到他的头发花白,桌 上摆着一瓶可乐。偶遇者说,他开的是一辆极越07。 2024年12月11日,极越就地解散的传闻被证实,也正是在那天,夏一平得到了从未企及的流量,尽 管,是以一种不太体面的方式。至今,他的身上仍旧背负着两极分化的评价,支持者肯定他的责任 感,说正是因为他把事情闹大,才让员工的权益得到了保障;质疑的人则说,极越行至穷途,他有 不可推卸的责任。 企查查的公开信息显示,浙江极越汽车科技有限公司目前已变更名称为浙江枫盛汽车科技有限公司 ——2024年10月,其才从"枫盛"更名为"极越",这家公司具备国家发改委批准审核资质及国家工信 部生产资质。在更名的同时,该公司新增股东台州吉利汽车工业有限公司,持股比例为0.01%,此 次更名背后的意义耐人寻味,同时也让极越汽车再次引发关注。 | 法定代表人 | 浙江极越汽车科技有限公司 | | --- | --- | | 曹振宇 | (2024-10-2 ...
烂尾车主开始自救
投资界· 2025-01-14 07:58
以下文章来源于字母榜 ,作者张琳 字母榜 . 让未来不止于大 售后无门。 作者 | 张琳 来源 | 字母榜 (ID:wujicaijing) 2024年12月29日,北京六环路上,杨斌驾驶着刚买了一个多月的极越01,车辆智驾系 统突然出现闪退,变道的一瞬间,杨斌吓了一跳,并立刻接管车辆。但与此同时,中控 屏出现了花屏,杨斌只得行至安全地带,并拨打售后电话。 在按照售后指导重启若干次仍然无法恢复正常后,杨斌来到官方指定的领克4S店进行维 修,却被告知店内检测设备尚未配齐。 此时距离极越汽车官方给出售后兜底方案已过去了整整两周时间。杨斌怎么也想不通, 自己刚买了一个月的新车,怎么突然就暴雷了。好在极越背后两个"富爸爸"给出了兜底 售后方案,他才松了一口气。 而今,看似完善的服务措施却难以真正落地,极越车主们越发担忧起来。近日,部分极 越车主发布公开信,喊话吉利、百度。信中称,自2024年12月12日起,全国极越车主 在车辆维修、零配件供应及车载系统稳定性上,面临严重困扰,已对行车安全和车主权 益构成实质性损害。 现如今,买辆车也可能遭遇如买房般的烂尾风险的情况,不止发生在极越车主们身上。 自2018年以来,新能源 ...
禁令在即,TikTok给美国用户发钱拉新;通用汽车放弃无人车研发,已经投资百亿美元;反垄断,大公司的AI新战场丨百亿美元公司动向
晚点LatePost· 2024-12-11 14:30
吉利和百度联合投资的极越汽车计划裁员。 12 月 11 日,极越 CEO 夏一平在一场视频全员会上说,极越正遇到困难,需要采取新的变革举 措,包括合并职能重复的部门与岗位,变革低效的内部工作流程;削减短期内无法提升财务表现的 项目。在全员会结束之后,极越又开了一级和二级的部门会议,极越员工告诉我们,会上极越对非 销售岗位的员工给出了解决方案,在 12 月 15 日之前签字离职的员工可以拿到赔偿,目前员工 11 月社保尚未缴纳。 极越是一家国产造车新势力厂商,由吉利持股 65%,百度持股 35%。极越目前共有两款车型在 售,其中纯电 SUV 极越 01 在今年前 11 个月的累计销量为 9388 辆;纯电轿车极越 07 于今年 9 月 上市,开启交付后 3 个月的累计销量为 3893 辆。 宁德时代 11 月三元电池市占率环比下滑 7.8 个百分点。 通用汽车放弃无人车研发,已经投资百亿美元。 12 月 11 日,据媒体报道,通用汽车称将不再为自动驾驶汽车子公司 Cruise 提供资金,转而优先发 展辅助驾驶技术,Cruise 和通用的技术团队将合并。消息公布后,通用美股盘前涨逾 2%。2016 年 3 月,通 ...