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 ...

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].

Core Viewpoint - The article highlights the challenges faced by Chinese electric vehicle (EV) manufacturers in securing affordable insurance when expanding into international markets, emphasizing the need for a comprehensive service ecosystem to support this transition [1][2][3]. Group 1: Market Trends - The export of Chinese electric vehicles is experiencing significant growth, with projected exports of 1.203 million, 1.284 million, and 1.06 million units for 2023, 2024, and the first half of 2025, respectively, representing year-on-year growth of 77.6%, 6.7%, and 75.2% [2]. - The increasing focus on localizing service systems by Chinese EV companies is raising the demand for overseas insurance services [2]. Group 2: Challenges in Insurance - Chinese EV owners abroad are facing high insurance premiums and difficulties in obtaining coverage, with examples of insurance companies refusing to insure vehicles due to concerns over parts supply and repair capabilities [3]. - Key issues identified include insufficient insurance supply, weak repair capabilities for EVs overseas, and high claims costs due to a lack of pricing experience among local insurers [2][3]. Group 3: Domestic Insurance Companies' Initiatives - Domestic insurance companies are actively seeking to support the international expansion of Chinese EVs, with strategic partnerships being formed to facilitate insurance coverage in markets like Thailand [4]. - Notable collaborations include China Pacific Insurance partnering with Mitsui Sumitomo Insurance and Zhongyi Insurance Brokerage to implement insurance solutions for Chinese EV manufacturers in Thailand [4]. Group 4: Future Directions - The article suggests that domestic insurers should focus on key markets where Chinese manufacturers are investing in factories, leveraging core technological advantages for competitive positioning [8]. - Recommendations include enhancing collaboration with automakers, sharing driving data, and developing localized insurance products to better meet market needs [8].

Core Viewpoint - The article discusses the challenges and strategies for the Chinese automotive industry as it seeks to expand into international markets amidst rising trade barriers and competition from established global brands [3][4][5]. Group 1: Current Market Dynamics - In recent years, China has become the world's largest automobile exporter, surpassing Germany and Japan, with an export volume of 3.473 million vehicles in the first half of 2023 [9][10]. - The growth in exports is attributed to improvements in vehicle aesthetics, technology, and features, but the primary driver is competitive pricing [10][12]. - Trade barriers have been increasing globally, with the U.S. imposing a 100% tariff on Chinese electric vehicles and Europe implementing anti-subsidy taxes ranging from 17% to 36.3% [3][4]. Group 2: Challenges in International Expansion - The path to exporting Chinese vehicles is fraught with challenges, including the need to navigate new tariffs and local regulations [18][19]. - Companies must establish local manufacturing, brand recognition, and sales channels in foreign markets, which requires significant investment [18][19]. - The recent legal case involving Volkswagen highlights the complexities of pricing and brand protection in international markets, as the court ruled against parallel imports that undercut local pricing [12][14][17]. Group 3: Understanding Local Markets - Successful international expansion requires a deep understanding of local market dynamics, including competition, target customers, and the need for localization [22][35]. - Different models may face unexpected competition in foreign markets due to significant price differences, necessitating a reevaluation of product positioning [24][28]. - Consumer preferences vary widely across regions, impacting how vehicles are marketed and designed for different demographics [30][34]. Group 4: Localization and Policy Adaptation - Localization is critical, as seen in examples from India and Japan, where vehicles are designed to meet specific local regulations and consumer needs [36][41]. - Understanding local policies, such as tax incentives for smaller vehicles in India, can significantly influence product development strategies [36][39]. Group 5: Future Directions - The article emphasizes the importance of building a solid product foundation and brand identity to survive in a competitive market [61][62]. - Companies are encouraged to explore less competitive markets while also focusing on understanding consumer psychology and competitor strategies in traditional markets [63][64]. - The shift towards software-defined vehicles necessitates a comprehensive approach to product development that considers global market demands and technological advancements [66][67].

大家好，我是 广汽丰田的产品专家 ，今天说的是 广丰第一款智能纯电SUV铂智3X，看看这款车在终端的情况怎么样。 销量如何?卖得最多的是什么配置和颜色？ 当地 有2 家 广丰4S店，虽然我们店开比较久了，但卖新能源车也是新人。其实很早之前就卖新能源车了，比如雷凌和威兰达的插混、CHR纯电、BZ4X纯电。 但加一起一年也卖不了多少台，基本是停滞的。 以前难得一季度卖出一台插混，就忍不住会问"大哥你为啥买这个车"，我们卖完车也是又懵又好奇。 一直以来，厂家和店端都无心卖电车，现在真开始了，还是有点费力的。 目前感觉店内铂智3X的热度已经过去了，没刚上市那会流量大，一个月的销量也仅是个位数。卖的最多是520 Pro+和520 Pro+激光雷达版，指导价分别是13.98 万和14.98万，颜色最多的是远山灰、皎月银和粹雪白。 谁在看这个车？买车用户都是什么样的？ 有一部分是老客户增购，基于对丰田的信赖，有父母帮助儿女买上下班代步车的，也有是看其他品牌半路转粉的，职业上各行各业都有，大部分都是冲性价比 来的。 因为我也是刚刚专职卖电车不久，之前几乎不卖电车，到现在也才卖了2台铂智3X。 其中一位客户是水电师傅陈哥，年龄 ...

Core Insights - Chinese electric vehicle brands are experiencing significant growth in Southeast Asia, with sales in Indonesia, Malaysia, Thailand, and the Philippines increasing by over 58% year-on-year in Q1 2025 compared to Q1 2024 [2][3][4] - In contrast, Japanese automotive brands are facing a decline in the same markets, with notable decreases in sales since 2019 [4][10] - The shift in market dynamics indicates a strategic offensive by Chinese electric vehicle manufacturers against Japanese competitors in Southeast Asia [4][5] Sales Performance - In Q1 2025, Chinese brands sold 67,558 vehicles in Southeast Asia, a 58% increase from 42,646 in Q1 2024 [3] - Breakdown of sales by country shows Indonesia leading with a 161% increase, followed by Thailand (25%), Malaysia (53%), and the Philippines (38%) [3] - Total vehicle sales in Southeast Asia decreased by 4% in the same period, highlighting the growing market share of Chinese brands [3] Market Dynamics - The Southeast Asian automotive market, historically dominated by Japanese brands, is witnessing a shift as Chinese brands gain traction [5][8] - In Thailand, for instance, Chinese brands like BYD are now among the top sellers, with BYD capturing 4.9% market share [6][8] - The presence of Chinese brands in the region is supported by favorable government policies and a growing local manufacturing base [8][14] Strategic Moves - Chinese automakers are establishing a comprehensive supply chain in Southeast Asia, moving from sales to local manufacturing and procurement [11][12] - Unlike Japanese brands that often use CKD (Completely Knocked Down) production, Chinese companies are focusing on full vehicle production to enhance operational efficiency [12] - Investments in local production facilities, such as those by Geely and Great Wall Motors, are becoming increasingly common [12][13] Competitive Landscape - The competitive landscape is evolving, with Chinese brands not only increasing sales but also enhancing their local presence through hiring and local partnerships [15] - The rise of Chinese brands is further emphasized by the increasing number of Chinese automotive parts suppliers in Thailand, which has tripled since 2020 [14] - Despite the progress, challenges remain, particularly regarding market barriers and the influence of established Japanese brands on local policies [19][20] Long-term Outlook - The transition from traditional fuel vehicles to electric vehicles in Southeast Asia is expected to continue, driven by government initiatives [17][18] - The ongoing competition between Chinese and Japanese brands suggests that the battle for market share in Southeast Asia is far from over [21]

Core Viewpoint - The article discusses the recent move by the Ministry of Industry and Information Technology (MIIT) in China to solicit opinions on the mandatory national standards for automotive door handle safety, highlighting the growing importance of safety regulations in the rapidly evolving electric vehicle (EV) market [3][10]. Group 1: Historical Context and Design Evolution - The hidden door handle design is not exclusive to EVs, with its origins tracing back to the 1952 Mercedes-Benz 300SL, which featured a unique gullwing door design [4]. - Tesla adopted hidden door handles starting with its first car, the Roadster, in 2008, initially to emphasize a futuristic design and luxury positioning, but later continued this design for brand recognition in mass-market models like Model 3 and Model Y [4][5]. Group 2: Economic and Performance Benefits - Hidden door handles can reduce the drag coefficient by up to 12%, which is significant for improving energy efficiency and extending the driving range of EVs, especially as battery costs account for nearly 40% of total vehicle costs [5]. - The cost of a hidden door handle is approximately 100 yuan, while the equivalent increase in battery costs to achieve the same range improvement could be several hundred to over a thousand yuan, making hidden handles a more economical choice [5][6]. Group 3: Market Trends and Consumer Preferences - Not all EVs utilize hidden door handles; for example, BYD's lower-priced models still use traditional mechanical handles, indicating a strategic choice based on market segment and cost considerations [6][8]. - As battery technology improves, the need for minor range increases (5-10 km) becomes less critical, revealing the drawbacks of hidden handles, such as their complexity and potential durability issues [6][8]. Group 4: Safety and Regulatory Implications - The MIIT's proposed regulations aim to address safety concerns related to hidden door handles, which have been criticized for their lack of redundancy in safety features, particularly in scenarios where power is lost [9][10]. - The previous standards established in 2014 did not adequately cover the unique challenges posed by hidden door handles, necessitating updated regulations to enhance safety and reliability [9][10]. Group 5: Future Considerations - As the market for EVs matures, the novelty of hidden door handles as a distinguishing feature may diminish, prompting manufacturers to reassess their value and practicality in consumer preferences [11]. - The evolving regulatory landscape may lead to increased costs for hidden door handles, compelling manufacturers to evaluate their design choices in light of safety, cost, and consumer demand [10][11].

Core Viewpoint - The launch of the new model, Yuyi 07, by FAW Bestune is seen as a potential sales driver, but it faces significant competition in the mid-size SUV market, particularly from popular models like Song Pro DM-i and others [1][2] Group 1: Sales Performance - The Yuyi 07 is priced between 99,800 to 139,900 yuan, entering a highly competitive mid-size SUV segment [1] - The first model in the Yuyi series, Yuyi 03, had disappointing sales, with only 459 units sold in its first month and a slight increase to 749 units in April [2] - FAW Bestune's total sales for 2024 are projected at 150,777 units, a 25% year-on-year increase, with electric vehicle sales reaching 82,872 units, up 214%, resulting in a 55% penetration rate for new energy vehicles [2] Group 2: Financial Challenges - The sales of the Bestune Pony, priced between 24,900 to 53,900 yuan, dropped by 57.67% in January, contributing little to profits with a gross margin of less than 5% [4] - FAW Bestune plans to raise funds through a new round of capital increase, with a target shareholding of no more than 26.5% [4] - The company has reported net losses of 2.097 billion yuan, 2.958 billion yuan, and 4.347 billion yuan for the years 2022 to 2024, respectively [4] Group 3: Investment and Future Plans - FAW Bestune has sought external funding to alleviate operational pressures, including a 166.32 million yuan investment from Jiangsu Yueda Automotive Group [5] - The company is actively pursuing a transition to new energy, planning to launch six new energy products over the next two years, creating a product matrix that includes pure electric, hybrid, and extended-range vehicles [6]

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) is seeking public opinions on the mandatory national standard for "Automotive Door Handle Safety Technical Requirements," following recent regulations on advanced driver assistance systems, indicating a significant move towards enhancing automotive safety standards in China [1][11]. Group 1: Design and Functionality - Hidden door handles, while criticized for being counterintuitive, have become a mainstream feature in electric vehicles (EVs) over recent years, despite their historical use dating back to luxury models like the 1952 Mercedes-Benz 300SL [1][2]. - Tesla has consistently used hidden door handles since the launch of its first car, the Roadster, initially to emphasize futuristic design and luxury positioning, but this design has been adopted by other EV manufacturers as well [2][3]. Group 2: Economic and Performance Benefits - The adoption of hidden door handles can reduce the drag coefficient by up to 12%, which is economically beneficial in the context of rising battery costs, as it can enhance vehicle range without the need for additional battery capacity [2][3]. - The cost of a hidden door handle is approximately 100 yuan when purchased in bulk, significantly lower than the cost of increasing battery capacity, which could add hundreds to thousands of yuan to the vehicle's price [3][6]. Group 3: Safety and Regulatory Concerns - The complexity of hidden door handles, which require multiple steps for operation, raises concerns about durability and safety, especially in the event of component failure [4][6]. - The MIIT's proposed new standards aim to address safety redundancies and structural integrity, which have been lacking in previous regulations, particularly regarding the performance of hidden door handles in emergency situations [7][11]. Group 4: Market Trends and Consumer Preferences - Not all EV manufacturers are adopting hidden door handles; for instance, BYD uses them in higher-end models but retains traditional handles in more affordable options, reflecting a strategic choice based on market positioning and consumer demand [3][6]. - As the market for EVs matures, the novelty of hidden door handles as a distinguishing feature may diminish, prompting manufacturers to reassess their value and consider consumer preferences more closely [11].

Core Viewpoint - The article discusses the recent popularity and sales performance of the Leapmotor B10, highlighting its appeal among a diverse customer base and the challenges faced in meeting demand [2][3][4]. Sales Performance - The Leapmotor B10 has seen significant interest, with 40% of customers visiting the store specifically for this model, resulting in 20 orders out of 32 cars sold since its launch on April 10 [2]. - The dealership is currently facing inventory issues, with only one test drive vehicle available and delivery times extending to mid-next month [2]. Customer Demographics - The customer base for the B10 is varied, including recent graduates and individuals in their 40s, primarily from private sectors or factories, with 90% being first-time car buyers [3]. Competitive Analysis - The B10 is primarily compared to models such as BYD Yuan PLUS and Changan Deep Blue S05, with 50% of customers considering the BYD model [4]. - Customers who ultimately chose the B10 cited its attractive design, 510 km range, and competitive pricing as key factors [4]. Purchase Experience - Customers have expressed frustration with long wait times for vehicle delivery, particularly during peak periods like the May Day holiday [7]. - The B10's pricing strategy includes a pre-launch discount of ¥2000 for early orders, along with additional incentives such as free accessories [11]. Financing Options - Two financing options are available: a manufacturer-subsidized loan with a maximum benefit of ¥5000 or a more flexible bank loan option [13]. - A sample financial breakdown shows a total cost of ¥109,800 for the B10, with a monthly payment of approximately ¥2041 under a 60-month loan [14]. Configuration Preferences - The most popular configuration is the mid-range 510悦享版, accounting for 9 out of 20 orders, while the lower-end model is less favored due to minimal price difference and reduced features [15]. Customer Feedback - Some customers have reported minor issues, such as the automatic parking system failing to recognize parking spaces initially [17]. - Routine maintenance costs are low, averaging around ¥100 per service, with intervals set at one year or 10,000 km [19]. Purchase Incentives - Customers who placed orders before April 10 and later canceled can still benefit from the ¥2000 discount if they reapply [20]. - Buyers before May 31 are eligible for a lifetime warranty on the vehicle, which is a significant selling point [20].