国庆中秋假期（下文简称"双节"），车市热度延续。10月8日晚间，鸿蒙智行公布假期大定数据，9月30 日至10月7日累计大定突破4.85万辆。 这一销售高峰与9月以来的"新车潮"密切相关。据21世纪经济报道记者不完全统计，仅9月22日至28日， 国内车市就有18款新车上市或亮相，包括理想i6、问界M7、尚界H5等多款车型。多款新车的集中发布 直接带动了门店客流与订单量的攀升。一位鸿蒙智行销售人员透露，以新款智界R7为例，假期期间订 车仍需等待4至6周才能交付。 具体来看，理想汽车推出智能焕新版L系列限时置换补贴1.5万元，并提供1.99%的低息金融方案；小鹏 汽车则在假期推出"5年0利息0首付"限时福利，最高贴息55700元，老车主还可享受充电免服务费权益。 广汽丰田部分车型在"双节"限时促销中最高优惠可达5.1万元，但扣除日常已有的3万元左右优惠后，实 际额外优惠空间有限。若不涉及置换等额外补贴，消费者实际能享受到的额外优惠可能在3000元左右。 部分品牌车型则在线上电商平台推出"双节"限时优惠，以期吸引更多客户。 行业层面，"金九"成色初步显现。乘联会数据显示，9月1日至27日，乘用车市场零售销量达177. ...

（原标题：新车潮遇上政策礼，引爆"双节"购车热） 国庆中秋假期（下文简称："双节"），车市热度延续。10月8日晚间，鸿蒙智行公布假期大定数据，9月30日至10月7日累计大定突破4.85万辆。 这一销售高峰与9月以来的"新车潮"密切相关。据21世纪经济报道记者不完全统计，仅9月22日至28日，国内车市就有18款新车上市或亮相，包括 理想i6、问界M7、尚界H5等多款车型。多款新车的集中发布直接带动了门店客流与订单量的攀升。一位鸿蒙智行销售人员透露，以新款智界R7 为例，假期期间订车仍需等待4至6周才能交付。 （鸿蒙智行一批新车正等待交付 本报记者焦文娟/摄） 21世纪经济报道记者 焦文娟 行业层面，"金九"成色初步显现。乘联会数据显示，9月1日至27日，乘用车市场零售销量达177.6万辆，环比增长12%。 新车密集上市之外，各地限时优惠政策的推出也进一步刺激了消费。部分主机厂与经销商推出了涵盖现金补贴、置换补贴、定金抵扣、金融政 策、限时特价及积分等多种形式的优惠，力度从千元至万元不等，燃油车市场更普遍采用"一口价"模式拉动销量。 政策窗口期催生购车潮 假期车市的升温，主要受两项全国性政策调整推动。 一是明确从 ...

Group 1 - The core viewpoint is that second-tier premium automotive brands are facing significant pressure to lower prices in response to the competitive landscape dominated by electric vehicles (EVs) [2][4][10] - Second-tier premium brands like Volvo, Jaguar, and Lincoln have initiated substantial price cuts, with models now starting at around 160,000 to 200,000 yuan, reflecting a shift in market dynamics [2][4] - The decline in sales for these brands is stark, with Volvo's sales down 5.94% to 59,400 units, Lincoln's down 32.5% to 33,000 units, and Jaguar Land Rover's down to 22,000 units, contrasting with the overall market growth of 11.4% [5][7] Group 2 - The price strategy of "exchanging price for volume" has failed, as consumers are no longer swayed solely by lower prices, leading to a decline in sales even with significant discounts [7][8] - The competitive pressure from EVs has forced second-tier brands to lower their prices to below 200,000 yuan, where EVs are increasingly competitive in terms of technology and features [4][8] - The perception of second-tier brands has shifted, with consumers viewing them as outdated and lacking in modern appeal, further complicating their market position [4][9] Group 3 - Industry experts suggest that second-tier premium brands should focus on maintaining their high-end positioning rather than engaging in price wars, emphasizing personalized services and brand identity [9][10] - The rapid development of the EV market in China contrasts with slower progress in other regions, where second-tier brands may still find some viability through their traditional fuel vehicle offerings [10] - There is a growing concern that if second-tier premium brands cannot adapt to the competitive landscape in China, they may face significant challenges, potentially leading to their exit from the market [10]

Core Insights - Lincoln is integrating Chinese culture into its branding strategy, as seen in its collaborations and immersive designs at auto shows [1][3] - The company emphasizes the importance of scarcity and emotional value in luxury branding, aiming to connect with consumers through cultural elements [3] Group 1: Business Strategy - Lincoln is adopting a "lightweight operation" strategy, focusing on a "small but beautiful" brand positioning to enhance competitiveness in a challenging market [5] - The "Spark Plan" was launched to recruit dealers, promoting flexible facilities, lighter investments, and streamlined personnel to optimize network coverage [5][6] - The company is reducing dealership space requirements while maintaining functionality, allowing dealers to invest savings into marketing and employee compensation [6] Group 2: Financial Performance - The financial burden on dealers has significantly decreased, with investment costs reduced from 40-60 million yuan to 4 million yuan for returns of 2 million yuan, and 1.5 million yuan for returns of 700,000 yuan [6] - The lightweight model has improved dealer financial performance, with a reported 0.5% cost and a sales return rate (ROS) of 1.2%, the highest among luxury brands [7] Group 3: Product Strategy - Lincoln introduced three new models at the Shanghai Auto Show, emphasizing a "full road condition" label for many vehicles, showcasing their capability alongside comfort and luxury [8][9] - The company is implementing a "one-price" model for new vehicles to enhance pricing transparency and reduce consumer decision-making time [9] - Future product strategies include enhancing existing models, expanding the product matrix by 2030, and maintaining a focus on providing top-tier luxury experiences [9]