欧拉重新出发，选择竞争激烈的A级SUV市场，也将面临众多竞争对手。据统计，今年11月，8万—12 万元新能源SUV排名中，比亚迪元UP、银河E5、比亚迪宋Pro DM占据销量排名前三位，其中比亚迪元 UP销量超2万辆，欧拉5上市后将与竞争对手正面争夺市场份额。 12月16日晚，长城汽车旗下欧拉品牌全新A级纯电SUV——长城欧拉5正式上市。据了解，新车共推出5 款配置，零售指导价为9.98万—13.38万元，限时换新价为9.18万元起。 作为长城汽车旗下新能源品牌，欧拉于2018年8月正式发布，并于同年12月推出首款车型欧拉R1。为精 准切中消费市场，欧拉明确定位为聚焦女性用户的汽车品牌，主打差异化竞争，在黑猫、好猫等车型上 市后凭借性价比与外观设计，迅速打开纯电小车市场。据统计，2021年，欧拉月均销量稳定在万辆以 上。然而，受到电池等原材料成本大幅上涨等影响，欧拉开始上探中高端市场，推出闪电猫等车型，但 销量并不如意，叠加激烈的市场竞争环境，欧拉逐渐被竞争对手甩在身后。 面对市场竞争压力，欧拉开启调整模式。今年6月，技术派出身的吕文斌接任欧拉品牌总经理，加速欧 拉的重塑。欧拉5作为时隔三年欧拉推出的全新车型 ...

吉利控股 吉利控股集团以10%的全球BEV市场份额位列全球第三，2025年Q3BEV销量同比增长51%。集团旗下银 河与极氪两大品牌在中国经济型及中端电动车市场表现突出，持续推动销量增长。吉利通过"实惠定价 +先进软件"的组合策略，在竞争激烈的中国市场持续赢得消费者青睐。旗下品牌中，吉利银河贡献了 集团BEV总销量的一半以上。Galaxy星愿、GalaxyE5和几何熊猫MINIEV是其最畅销车型。 Counterpoint Research发布全球电动汽车市场份额季度数据(2024年Q1 - 2025年Q3)。2025年Q3全球新能 源汽车销量同比大幅增长32%。纯电动车(BEV)继续占据主导地位，占全球电动汽车销量的三分之二， 其销量较去年同比增长32%。插电式混合动力汽车(PHEV)也实现温和增长，同比增长6%。三季度BEV 普及率创下新高，占全球乘用车销量的18%，高于去年同期的14%。中国仍是全球增长的核心动力，贡 献了全球BEV销量的60%，其后依次为欧洲和美国。车型层面，特斯拉ModelY、吉利Galaxy星愿以及 特斯拉Model3成为本季度全球最畅销的三款电动车。 全球三大BEV车企： 比亚迪 ...

以下文章来源于Counterpoint 咨询 ，作者Counterpoint Counterpoint 咨询 . 比亚迪集团在 2025 年 Q3 以近 60 万辆的 BEV 继续稳居全球市场第一，同比增长 33%。该公司在欧 洲、东南亚和拉美等海外市场表现强劲，出口量超过 15 万辆，海外市场贡献率达 27%。比亚迪的 核心优势在于 BEV 和 PHEV 的多样化产品布局，尤其在紧凑型 SUV 和轿车市场表现突出，通过具 备竞争力的定价和规模效应保持领先。2025 年 Q3 比亚迪海鸥、海豚和元 UP 是其最畅销的三款车 型。 吉利控股 吉利控股集团以 10% 的全球 BEV 市场份额位列全球第三，2025 年 Q3 BEV 销量同比增长 51%。集 团旗下银河与极氪两大品牌在中国经济型及中端电动车市场表现突出，持续推动销量增长。吉利通 2025 年 Q3 全球新能源汽车销量同比大幅增长 32%。 纯电动车（BEV）继续占据主导地位，占全球电动汽车销量的三分之二，其销量较去年同比增长 32%。插电式混合动力汽车（PHEV）也实现温和增长，同比增长 6%。 本季度 BEV 普及率创下新高，占全球乘用车销量的 ...

吉利控股集团以10%的全球BEV市场份额位列全球第三，2025年Q3BEV销量同比增长51%。 特斯拉以超过13%的全球份额排名第二，2025年Q3销量同比增长7%。 凤凰网科技讯12月10日，市场调研机构Counterpoint发布《全球电动汽车市场份额季度数据(2024年Q1- 2025年Q3)》。数据显示，纯电动车(BEV)继续占据主导地位，占全球电动汽车销量的三分之二，其销 量较去年同比增长32%。插电式混合动力汽车(PHEV)也实现温和增长，同比增长6%。 车型层面，特斯拉Model Y、吉利Galaxy星愿以及特斯拉Model3成为本季度全球最畅销的三款电动车。 车企层面，比亚迪（002594）集团在2025年Q3以近60万辆的BEV继续稳居全球市场第一，同比增长 33%。2025年Q3比亚迪海鸥、海豚和元UP是其最畅销的三款车型。 ...

正式上市后，这款车是厂家特管车型，没有任何优惠。公务人员（包含现役军人）购车有1000元补贴。 大家好，我是 长安启源的体验专家 ，今天 聊聊上个月21号上市的启源Q05，看看这款车的情况怎么样。 新车是哪天到店的？ 新车是10月25日到店的，第一批到了十几台车，大多数是指导价9.99万的506 Max版本，剩下的是405 Max版，指导价8.99万。外观主要是月华银和云锦 白，其他颜色需要另外定。 Max版本排产比较多，提车比别的配置快。前期没有低配车型的产能，预计低配要等到明年才能提到车。 新车目前价格是多少？有什么专项政策？ 目前只发布了纯电版，价格是7.99万-10.99万，一共6款车型，405KM续航的两款，506KM续航的有4款。 之前盲订的小订客户，在12月20日之前下大订1999，小订的199元可以抵扣2000元购车金，相当于优惠1801元，还可以享受补能装备一件（充放电枪）。 新车厂家的培训资料有哪些值得注意的点？ 培训资料里对Q05的定位是" 全球都市精品纯电SUV "，画像是小家庭用户，用户年龄在25-35岁之间，主打续航、智能、和舒适体验。 值得注意的是，营销上做了一些跨界的合作，比如 ...

Core Viewpoint - The article highlights the rapid expansion of Chinese automotive exports, particularly in the electric vehicle (EV) sector, with significant growth in Latin America, despite challenges such as rising tariffs and localization requirements [1][2][4]. Group 1: Export Growth and Market Dynamics - In the first three quarters of this year, China's automotive exports reached 4.95 million units, a year-on-year increase of 14.8%, with EV exports alone totaling 1.758 million units, up 89.4% [1]. - By 2025, total automotive exports from China are expected to exceed 6.5 million units, indicating a strong growth trajectory [1]. - In Brazil, BYD's sales of pure electric vehicles accounted for over 70% of the market share in September, with 5,687 units sold [2]. Group 2: Competitive Landscape in Latin America - Chinese brands like BYD, Great Wall, and Chery are increasingly capturing market share in Latin America, with the region's EV sales projected to reach approximately 412,500 units in 2024, a 73.5% increase year-on-year [5]. - Brazil leads the region with an 88.7% growth rate in EV sales, solidifying its position as the largest market in Latin America [5]. - The penetration rate of new energy vehicles in Latin America remains low, at less than 5%, compared to 58.3% in China, indicating significant growth potential [5]. Group 3: Localization and Manufacturing Strategies - Rising tariffs in countries like Brazil and Mexico are prompting Chinese automakers to consider local manufacturing as a necessary strategy to mitigate costs and comply with local regulations [8][9]. - The Brazilian government plans to increase import tariffs on EVs, which will rise to 35% by mid-2026, pushing companies to localize production [9]. - BYD's factory in Brazil employs over 80% local workers and has created more than 1,500 jobs, with expectations to generate 20,000 jobs when fully operational [9]. Group 4: Infrastructure and Collaboration - The lack of charging infrastructure in Brazil poses a challenge for the EV market, with only 14,827 charging stations available, leading to a ratio of 14 vehicles per charging station [11]. - To address infrastructure issues, BYD has partnered with local companies to create a comprehensive charging network, aiming to establish the largest public charging network in Brazil by 2025 [13]. - Collaboration with local partners is crucial for Chinese automakers to navigate the complexities of local production and supply chain management [12][13].

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]

Core Viewpoint - Smart is struggling in the Chinese market despite leveraging Mercedes-Benz design and Geely technology, leading to a significant reduction in sales targets for 2023 [2][5][20] Group 1: Sales Performance - Smart has faced disappointing sales for its models, particularly the EQ3 and EQ5, prompting a downward revision of its sales target by over 40% mid-year [2][5] - The sales figures for Smart's electric vehicles show a stark contrast, with the smallest model, EQ1, selling 2,071 units in July, while the EQ3 and EQ5 sold only 380 and 263 units respectively [3][5] - The EQ5, launched as a mid-size SUV, has only reached a peak monthly sales of 1,091 units since its release, with most months seeing sales between 200 and 300 units [4] Group 2: Product Strategy - Smart is shifting its strategy by introducing a plug-in hybrid version of the EQ5, which is seen as a necessary corrective measure due to challenges faced by its pure electric strategy [3][9] - The design of the EQ5 targets young urban consumers seeking a fun and stylish vehicle, but it has not resonated with the intended audience, leading to a mismatch in market expectations [10][12] - The upcoming EQ6 is expected to be the model with the highest "Mercedes" influence, indicating a strategic pivot to regain market competitiveness [19][20] Group 3: Market Positioning - Smart's transition from a compact car brand to a player in the mainstream passenger vehicle market has been met with challenges, particularly in adapting to the fast-paced Chinese EV market [3][14] - The brand's positioning as a high-end player in the EV market is complicated by the competitive landscape, where rivals are rapidly iterating their products [20] - Smart's reliance on a complex cross-border collaboration model has hindered its ability to respond quickly to market changes, impacting its overall agility [14][20] Group 4: Brand and Marketing Efforts - Smart is undertaking brand-building initiatives, including the introduction of BRABUS versions of its vehicles to elevate brand perception, although this is seen as a short-term fix rather than a comprehensive solution [15][17] - The addition of the Mercedes star logo on the Smart vehicles sold in China is part of a strategy to enhance brand recognition in the local market [17]

Core Viewpoint - The article highlights significant developments in the global expansion of companies, focusing on their financial performance, strategic adjustments, and market penetration efforts in various regions [2][3]. Group 1: Company Performance and Financials - Shein reported over $10 billion in revenue and more than $400 million in net profit for Q1 2025, benefiting from a surge in U.S. consumer purchases before new tariffs took effect [6]. - Temu's monthly active users in Southeast Asia surpassed 22 million, with significant growth in the Philippines and Thailand, attributed to its low pricing strategy and extensive product offerings [8]. - WeRide's Q2 revenue reached 127 million yuan, a 60.8% year-on-year increase, with its Robotaxi business revenue soaring by 836.7% [24][25]. Group 2: Strategic Moves and Market Adjustments - TikTok merged its core product and trust safety teams to enhance its operational efficiency amid uncertainties in the U.S. market [10][12]. - Xiaomi aims to ship over 5 million AI glasses within three years, focusing on voice interaction and AI capabilities [21]. - WeRide and Uber expanded their Robotaxi service in Abu Dhabi, planning to triple their fleet size [24][25]. Group 3: Industry Trends and Insights - The Chinese gaming industry's overseas sales revenue is projected to reach 33.62% by 2024, indicating a shift towards localization in global markets [54]. - China's hydrogen energy companies have seen a surge in international collaborations, with 44 cases reported this year alone [56]. - The eSports industry in China generated 12.761 billion yuan in revenue in the first half of 2025, reflecting a growing market [59]. Group 4: Mergers and Acquisitions - JD Group made a voluntary public acquisition offer for CECONOMY AG, aiming to establish a strategic partnership in the European consumer electronics market [48][49]. - The partnership between Zhiyuan Robotics and Charoen Pokphand Group marks a significant step in the global expansion of Chinese robotics [39][41]. Group 5: Investment and Financing Activities - Groq is negotiating a new funding round that could double its valuation to $6 billion, indicating strong investor interest in AI chip technology [78][79]. - Anthropic is in talks for a funding round that could raise its valuation to $170 billion, reflecting the rapid growth in the AI sector [83].

Core Viewpoint - The article provides a comprehensive overview of upcoming vehicle models set to launch in July and August 2025, detailing specifications, pricing, and market segments for each model [2][4]. Group 1: Upcoming Vehicle Models - Volvo S60 is scheduled for release on July 25, 2025, with a price range of 306,900 to 384,900 CNY, featuring a 2.0T engine and DCT7 transmission [8]. - FAW Car's Pentium Xiaoma will launch on July 27, 2025, priced between 34,900 to 45,900 CNY, and is an A00 hatchback with a pure electric powertrain [16]. - GAC Toyota's Camry is set to debut on July 29, 2025, in the B segment, with engineering changes classified as MCE1 [2]. - Li Auto's Li Xiang i8 will be available on July 29, 2025, as a C SUV, with a price range of 321,800 to 369,800 CNY [24]. - GAC Passenger Vehicle's Trumpchi Xiangwang M8 will launch on July 30, 2025, priced at 329,900 CNY, featuring a 2.0T plug-in hybrid engine [31]. - Chery's Jetour Dasheng will be released on July 30, 2025, with prices ranging from 109,900 to 127,900 CNY, and is classified as an A SUV [39]. - Changan Mazda's Mazda3 Axela will launch on July 30, 2025, with a price range of 89,900 to 141,900 CNY [47]. - BYD's Yuan UP is set for release on July 31, 2025, priced at 74,800 CNY, and is an AO SUV with a pure electric powertrain [55]. - NIO's Lido L90 will be available on August 1, 2025, with prices ranging from 265,800 to 299,800 CNY, classified as a D SUV [63]. - Changan's Deep Blue S05 will launch on August 1, 2025, with a price range of 129,900 to 149,900 CNY, and is an A SUV [71]. - Lincoln's Adventure will be released on August 1, 2025, with prices ranging from 235,800 to 345,800 CNY, classified as an A SUV [79]. - SAIC Volkswagen's Tanyue Xinyu will launch on August 1, 2025, priced at 143,900 CNY, and is an A SUV [87]. - Chery's Tiggo 8 PLUS will be available on August 1, 2025, with prices ranging from 119,900 to 122,900 CNY, classified as a B SUV [95]. Group 2: Technical Specifications - The Volvo S60 features dimensions of 4,778 mm in length, 1,850 mm in width, and 1,437 mm in height, with a wheelbase of 2,872 mm [8]. - The Pentium Xiaoma has dimensions of 3,000 mm in length, 1,510 mm in width, and 1,630 mm in height, with a wheelbase of 1,953 mm [16]. - The Li Xiang i8 measures 5,085 mm in length, 1,960 mm in width, and 1,740 mm in height, with a wheelbase of 3,050 mm [24]. - The Trumpchi Xiangwang M8 has dimensions of 5,217 mm in length, 1,893 mm in width, and 1,823 mm in height, with a wheelbase of 3,070 mm [31]. - The Jetour Dasheng measures 4,600 mm in length, 1,900 mm in width, and 1,685 mm in height, with a wheelbase of 2,720 mm [39]. - The Mazda3 Axela has dimensions of 4,662 mm in length, 1,797 mm in width, and 1,445 mm in height, with a wheelbase of 2,726 mm [47]. - The Yuan UP measures 4,310 mm in length, 1,830 mm in width, and 1,675 mm in height, with a wheelbase of 2,620 mm [55]. - The Lido L90 has dimensions of 5,145 mm in length, 1,998 mm in width, and 1,786 mm in height, with a wheelbase of 3,110 mm [63]. - The Deep Blue S05 measures 4,620 mm in length, 1,900 mm in width, and 1,600 mm in height, with a wheelbase of 2,880 mm [71]. - The Lincoln Adventure has dimensions of 4,612 mm in length, 1,887 mm in width, and 1,630 mm in height, with a wheelbase of 2,711 mm [79]. - The Tanyue Xinyu measures 4,355 mm in length, 1,762 mm in width, and 1,605 mm in height, with a wheelbase of 2,651 mm [87]. - The Tiggo 8 PLUS has dimensions of 4,722 mm in length, 1,860 mm in width, and 1,745 mm in height, with a wheelbase of 2,710 mm [95].