以下文章来源于惊蛰青年 ，作者福里斯特 惊蛰青年 . 没错，以往港剧往往都是名车秀场 。 但在《新闻女王 2 》中吸睛的，居然不是维港街头常见的奔驰 宝马法拉利，而是内地观众更熟悉的国产电车——包括"网约车之王"广汽埃安，新晋颜值担当广汽昊 铂、上汽名爵，等等。 一座Z世代博物馆。 来源丨惊蛰青年（ID： wakinglism ） 作者丨 福里斯特 编辑丨 安菲尔德 图源丨Midjourney 时隔两年， TVB 台庆剧《新闻女王 2 》再次成为年末现象级的爆款港剧。自 11 月 5 日开播以来， 相关话题讨论席卷各大社交平台，热度居高不下。 而在味道纯正的 "新闻宫斗"之外，嗑瓜子的观众还发现了一点新元素："港女也开国产电动车了？" 《新闻女王 2 》里，" Man 姐"文慧心（佘诗曼饰）的座驾是广汽昊铂。（图 / 《新闻女王 2 》） 有内地观众将剧情截图放到社交媒体里分享，直言 "有些不真实"，但很快得到了香港网友的解惑： "剧情里的桥段，已经是现在香港的真实写照了。" 这话不假。《新闻女王 2 》开播前一个月， 香港千亿富豪刘銮雄 高调拿下刚上市不久的 极氪 9X ，一时间成为舆论话题；撇去名流富商， ...

时隔两年，TVB台庆剧《新闻女王2》再次成为年末现象级的爆款港剧。自11月5日开播以来，相关话题讨论席卷各大社交平台，热度居高不下。 而在味道纯正的"新闻宫斗"之外，嗑瓜子的观众还发现了一点新元素："港女也开国产电动车了？" 没错，以往港剧往往都是名车秀场。但在《新闻女王2》中吸睛的，居然不是维港街头常见的奔驰宝马法拉利，而是内地观众更熟悉的国产电车——包 括"网约车之王"广汽埃安，新晋颜值担当广汽昊铂、上汽名爵，等等。 《新闻女王2》里，"Man姐"文慧心（佘诗曼饰）的座驾是广汽昊铂。（图/《新闻女王2》） 有内地观众将剧情截图放到社交媒体里分享，直言"有些不真实"，但很快得到了香港网友的解惑："剧情里的桥段，已经是现在香港的真实写照了。" 这话不假。《新闻女王2》开播前一个月，香港千亿富豪刘銮雄高调拿下刚上市不久的极氪9X，一时间成为舆论话题；撇去名流富商，今天漫步香港街 头，挂着国产自主品牌logo的新能源汽车更不时疾驰而过。 没有汽车产业的香港，过去数十年最主流的汽车品牌来自日韩和欧洲，最先登陆香港的电动车品牌特斯拉，则在过去几年后来居上。 风水轮流转，香港今年上半年电动车渗透率已经领先全国。 甚至连 ...

数据显示，2023年神龙汽车销量同比下滑35.81%，2024年同比再降15%，2025年前10个月同比跌幅扩大至24.9%。这种断崖式下跌的背后，是产品结构与市 场需求的严重错位，当中国新能源汽车市场以年均40%增速狂奔时，神龙汽车新能源车型占比不足3%，电动化转型明显滞后于市场节奏。旗下新能源品牌 HEDMOS示界推出的首款紧凑型纯电SUV示界06，上市后月销量更是长期徘徊在百辆左右。 面对2025年的市场颓势，神龙汽车于10月28日召开干部大会，宣布吕海涛出任总经理。吕海涛是神龙汽车的"老兵"，1992年加入公司，曾历任东风标致品牌 部总经理、神龙公司商务副总经理等职，任期内神龙汽车达成过年销70万辆的业绩高点。此后，他在东风汽车战略规划部任职，此次回归仍保留该职务以及 与Stellantis集团的沟通职责。 神龙汽车的颓势始于2016年，当年销量从巅峰时期的71万辆骤降至60万辆，此后连续8年持续下滑。2020年启动的"元+"计划和"五心守护行动"虽带来短暂回 暖，但未能扭转长期颓势。 此外，神龙汽车还启动了"老员工回流计划"，吸引技术骨干重返岗位；推出"发动机终身质保"政策并取消车龄限制，通过服务升 ...

在长城汽车全力争夺纯电市场话语权的路上，欧拉品牌被摆上了更重的筹码。 11月12日，欧拉品牌焕新后的首款车型——欧拉5正式开启预售。作为长城今年推出的首款纯电车型， 其起售价10.98万元。 欧拉5不仅是欧拉品牌从"女性汽车"转向"全年龄段年轻用户"的关键产品，更被寄予重新点燃销量的厚 望。然而，长城所面对的是一个日趋饱和、消费者愈发理性的市场。 更为重要的是，欧拉5不仅意味着欧拉品牌重回市场，也是长城重启纯电产品线的重要标志。在欧拉5预 售发布会前夕，长城汽车董事长魏建军罕见接受媒体采访，分享了他关于品牌年轻化与营销转型、研发 投入与行业竞争热点等议题的思考。 魏建军称电动化存在"啃老"风险，但长城仍需奋力追赶 纯电市场正在快速重构中国汽车行业的竞争格局。 根据乘联分会披露的数据，今年10月，国内纯电动车零售量同比增长20%；与此同时，燃油车零售量同 比下降10%，增程与插混车型也分别出现7.7%和10.3%的下滑。技术路线的天平明显向纯电倾斜：新势 力品牌中，纯电与增程的销量结构占比已从去年的49%:51%转变为74%:26%。 在整体乘用车市场，10月新能源渗透率已攀升至57.2%，意味着每卖出两辆车， ...

预计阅读时长 Omins if 本土强敌、渠道铁网、电动化低渗透三座大山当 前——海獭能否以本地化与定价撬开日本? 在 10 月底举行的东京车展上，比亚迪发布了首款面向日本市场的纯电轻型汽车海獭，轻型汽车在当地也被称 作 Kei Car。在乘用车市场，比亚迪已经在日本推出过元 PLUS、海豚、海豹等多款车型，但销量并不理想。 比亚迪相关负责人此前在接受路透社的采访时表示，他们在日本的销量，还没有到公司最初预期的十分之一。 不过这次比亚迪推出 Kei Car，却引起了广泛的关注。铃木汽车的社长表示，比亚迪的进入将为日本汽车市场 带来新的挑战，他希望比亚迪能够避免价格战，以健康的方式展开竞争。 Kei Car 是一种日本独有的小型汽车分类制度，这种车型能在当地的高速公路上合法行驶，而且是尺寸最小的 机动车。大多数 Kei Car 都采用近乎直角的车身线条，看起来像一个规整的方盒子。和国内比较常见的微型电 动车五菱宏光 Mini EV ，也就是大家口中的「剁椒鱼头」相比，Kei Car 的高度和长度要多出接近半米，宽度 却差不多。 根据 36氪的报道，2024 年，Kei Car 占据了日本新车销量的 38%，也就 ...

Core Insights - The launch of the Ora 5 is a strategic move by the Ora brand to address declining performance, which directly impacts Great Wall Motors' new energy strategy [1][4] - The Ora 5 aims to transition from a "female-exclusive" brand to a broader market appeal, targeting the competitive compact electric SUV segment [1][7] Product Overview - The Ora 5 is a compact pure electric SUV with a pre-sale price range of 109,800 to 142,800 yuan, marking the brand's first new model in two years [1][2] - The vehicle features dimensions of 4471mm in length, 1833(1844)mm in width, and 1641mm in height, with a wheelbase of 2720mm, showcasing a clear differentiation strategy [1][2] - It includes advanced smart features such as standard laser radar on high-end models and the Coffee Pilot Ultra driving assistance system, addressing previous shortcomings in intelligent driving [2][4] Market Context - The Ora brand has faced significant sales declines, with 2024 sales projected at 63,300 units, a 41.69% drop year-on-year, compared to a peak of 135,000 units in 2021 [4][8] - The brand's previous positioning as a "car for women" has limited its market appeal, with male users accounting for less than 30% of its customer base [4][8] - The lack of a diverse product line, particularly in the SUV segment, has exacerbated growth challenges, as competitors like BYD and Geely have seen substantial sales in this category [4][8] Strategic Implications - The introduction of the Ora 5 represents a critical step in the brand's transformation, moving away from gender-specific branding to a more rational product logic [7][8] - The pricing strategy of the Ora 5 is positioned to attract mainstream consumers, with a lower starting price compared to competitors like BYD Yuan PLUS [7][8] - The success of the Ora 5 is crucial for Great Wall Motors' overall new energy vehicle strategy, as the brand previously contributed 80% of the group's pure electric sales [8][9] Challenges Ahead - The Ora brand must overcome entrenched perceptions of being a "female car" to attract a broader customer base, particularly in the face of established competitors [9][11] - The transition from a "female car" to a "family car" is a significant challenge that the brand needs to address to regain market share [9][11]

Core Viewpoint - The launch of the Ora 5 marks a strategic shift for Great Wall Motors' Ora brand, moving away from its previous female-centric positioning to focus on technology and performance for a broader user base [2][3]. Group 1: Product Launch and Features - The Ora 5 is officially available for pre-sale with a price range of 109,800 to 142,800 yuan, featuring five different versions [2]. - The vehicle emphasizes advanced technology, equipped with the Coffee Pilot Ultra driver assistance system and 27 sensing hardware components, enabling full-scene NOA without high-precision maps [3]. - The Ora 5 offers two battery options with ranges of 480 km and 580 km, and a power consumption of 11.6 kWh/100 km under CLTC conditions [3]. Group 2: Market Positioning and Competition - The Ora brand has shifted its focus to attract mid-to-high-end users who prioritize technology and performance, moving away from its initial positioning as a women's car brand [3]. - Key competitors in the 100,000 to 150,000 yuan electric vehicle market include Leap Motor B10, BYD Yuan PLUS, and Geely Galaxy E5, with the Ora 5 having advantages in NOA support and chassis tuning by BMW, but facing challenges in configuration and pricing [3]. Group 3: Brand Strategy and Challenges - The Ora brand has faced declining sales, with a 23% year-on-year drop in 2022, resulting in only 63,000 units projected for 2024 [2]. - The brand's retro design has sparked debate, posing a challenge in appealing to urban youth while maintaining market acceptance [3]. - Sales and service channel integration has been a challenge, with plans to expand and establish new channels still unclear [4].

Core Viewpoint - BYD officially launched its first K-car model, the Racco, at the 2025 Tokyo Motor Show, emphasizing its commitment to environmental harmony and life care through the vehicle's design and name [1][3]. Group 1: Product Details - The Racco is an all-electric vehicle designed specifically for the Japanese market, featuring a four-seat layout and compliance with Japan's light vehicle regulations. It is set to begin pre-sales in the summer of 2026 [5]. - K-Cars are a unique category of small passenger vehicles in Japan, created to address post-war challenges such as narrow city roads, high fuel prices, heavy tax burdens, and parking difficulties [8]. - K-Cars benefit from lower purchase taxes, annual taxes, and vehicle inspection fees, with some regions allowing exemption from fixed parking space proof [10]. Group 2: Market Context - K-Cars account for approximately 35%-40% of new car sales in Japan, with projected sales of 1.2021 million units in 2024 [10]. - Currently, the K-Car market is dominated by Japanese brands, with Suzuki holding the largest market share at 38.8%, followed by Honda and Daihatsu at 21.4% and 18.3%, respectively [10]. - The introduction of the Racco signifies BYD's deeper localization strategy in Japan, targeting the promising pure electric K-Car segment [12]. Group 3: Competitive Landscape - Suzuki's president expressed that BYD poses a significant threat to the K-Car market, highlighting the competitive nature of the electric vehicle sector [12]. - As of 2024, pure electric K-Cars represent only 2.1% of total K-Car sales in Japan, indicating a substantial opportunity for growth in this segment with the launch of the Racco [12]. Group 4: Additional Product Launches - In addition to the Racco, BYD also unveiled the T35, a purpose-built all-electric van for the Japanese market, featuring advanced driving assistance systems and a range of 250 km [13][14]. - Since entering Japan in 2015, BYD has established itself as the leading brand in the electric bus market, holding a 70% market share, and has launched several electric passenger vehicles since July 2022 [16].

Core Insights - The export of Chinese automobiles is accelerating, with a total of 4.95 million vehicles exported in the first three quarters of the year, representing a year-on-year increase of 14.8%. Notably, the export of new energy vehicles (NEVs) reached 1.758 million units, up 89.4% year-on-year [2][4]. Group 1: Market Dynamics - The Latin American automotive market, previously dominated by European and American car manufacturers, is now witnessing a surge in Chinese NEVs, with brands like BYD and Geely gaining significant market presence [2][4]. - In Brazil, BYD captured over 70% of the pure electric vehicle market in September, selling 5,687 units, marking a significant milestone with the 14 millionth vehicle produced at its Brazilian factory [4][5]. - The overall NEV sales in Latin America are projected to reach approximately 412,500 units in 2024, reflecting a year-on-year growth of 73.5%, with Brazil leading at an 88.7% growth rate [6]. Group 2: Challenges and Local Adaptation - Several Latin American countries are imposing tariff barriers and localization requirements, which are reshaping the export strategies of Chinese automakers. For instance, Brazil plans to reintroduce import taxes on NEVs starting January 2024, potentially increasing rates to 35% by mid-2026 [9][10]. - The need for local manufacturing has become essential for Chinese car manufacturers to navigate these challenges, with companies like BYD and Great Wall Motors establishing local production facilities to meet market demands and regulatory requirements [10][12]. Group 3: Strategic Partnerships and Infrastructure - Chinese automakers are increasingly focusing on forming local partnerships to enhance their market presence and operational efficiency. For example, BYD has collaborated with local firms to develop a comprehensive charging network in Brazil [14]. - The lack of adequate charging infrastructure in Brazil poses a significant challenge for the NEV market, with a ratio of 14 electric vehicles per charging station, highlighting the need for investment in charging facilities [13][14].

Core Insights - The export of Chinese automobiles is accelerating, with a total of 4.95 million vehicles exported in the first three quarters of the year, representing a year-on-year growth of 14.8%. Notably, the export of new energy vehicles (NEVs) reached 1.758 million units, a remarkable increase of 89.4% [1][2] Industry Overview - The Latin American automotive market, previously dominated by European and American manufacturers, is now witnessing a surge in Chinese NEVs. In Brazil, BYD's electric vehicles have captured over 70% of the pure electric market share, with the company selling 5,687 units in September alone [2][3] - The overall NEV sales in Latin America are projected to reach approximately 412,500 units in 2024, marking a year-on-year growth of 73.5%. Brazil leads with an 88.7% growth rate, followed by Mexico and Colombia [3][4] Market Dynamics - Traditional international car manufacturers still dominate the Latin American market, particularly in the fuel vehicle segment. However, Chinese manufacturers are catching up in the 1.5L engine technology and are enhancing their competitiveness in fuel vehicles through advancements in electric vehicle technologies [4][5] - The low penetration rate of NEVs in Latin America, currently below 5%, presents significant growth opportunities compared to China's 58.3% and Europe's 32% [3] Localization Strategies - Increasing tariffs in several Latin American countries are pushing Chinese manufacturers to adopt local production strategies. Brazil plans to reintroduce import taxes on NEVs starting January 2024, with rates expected to rise to 35% by July 2026 [6][7] - Local manufacturing is becoming essential for Chinese car companies to navigate tariff barriers and meet local employment requirements. For instance, BYD's factory in Brazil employs over 80% local staff and is expected to create 20,000 jobs when fully operational [7][8] Infrastructure Challenges - The underdeveloped charging infrastructure in Brazil poses a challenge for the NEV market. As of February, Brazil had only 14,827 charging stations, leading to a ratio of 14 electric vehicles per charging station [10] - To address this, BYD is collaborating with local partners to establish a comprehensive charging network, aiming to provide access to over 450 charging stations by May 2025 [10] Future Outlook - The shift from merely exporting vehicles to establishing a comprehensive operational presence in Latin America is becoming a strategic focus for Chinese manufacturers. This includes local production, supply chain development, and talent acquisition [8][9] - The collaboration with local partners is crucial for overcoming challenges related to local component sourcing and meeting localization requirements [11]