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 ...

能在2025年竞争白热化的纯电两厢市场脱颖而出，全新MG4的爆发性增长引发了市场广泛关注：8月底 上市，首月销量达到近1.2万辆。今年上市的纯电车型里，首月销量最高的就是MG4。而且截至10月 底，大定已达6万辆。毫不夸张地说，从亮相那一刻起，全新MG4便成为今年纯电市场最大的黑马，并 以越级之势重构纯电两厢市场的体验标准。 市场的选择，从来不是偶然。今天的消费者，早已不再止步于"能开就行"。他们期待的，是产品在价 值、体验与情绪上的全面满足。而这，也正是全新MG4引爆市场背后的深层逻辑。 530km长续航+导航驾驶辅助 让出行游刃有余 纯电出行的最大考验，始终是续航。当同级同价位车型普遍停留在400公里续航时，全新MG4 530智趣 版以厚道越级530公里的扎实续航，让纯电两厢车有了跨省出行的自由。这意味着，工作日通勤可实 现"一周一充"的省心；周末载上家人来一场短途旅行，也无需为电量精打细算；配合21分钟即可从30% 充至80%的快充能力，能在购物或休息的片刻快速补能，让全家人的活动半径得以拓展，生活更加从容 不迫。 如果说续航拓宽了出行半径的广度，那么辅助驾驶则决定了旅途的舒适与安心程度。全新MG4 5 ...

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 national subsidy program has generated significant consumer interest, with discussions on social media highlighting both excitement and anxiety over obtaining subsidies [2][3] - The program has distributed a total of 300 billion yuan in subsidies for the year, with the final batch of 69 billion yuan announced on September 30, marking a temporary end to the consumption stimulus plan [2][3] - The effectiveness of the subsidy program is diminishing, as evidenced by a slowdown in retail sales growth since May, particularly in the automotive and home appliance sectors [3][20] Automotive Industry - The automotive sector has been the largest beneficiary of the subsidy program, with 4.12 million applications for vehicle trade-ins, accounting for 38%-51% of the total subsidy funds [16][17] - Sales of A00 and A0 class electric vehicles have surged by over 85% due to the subsidies, while traditional fuel vehicle sales have declined [6][16] - BYD has emerged as a leading player, reporting a 23.3% year-on-year revenue increase to 371.3 billion yuan in the first half of 2025, while other manufacturers face profit declines due to intense price competition [7][16] Home Appliance Industry - The home appliance sector has seen a significant recovery, with major companies like Midea, Haier, and Gree reporting profits exceeding 10 billion yuan in the first half of 2025 [17][18] - The subsidy program has led to a structural upgrade in the home appliance market, with smart and energy-efficient products experiencing substantial sales growth [18][20] - The overall retail sales growth in the home appliance sector is expected to slow down after the initial subsidy impact, as the market approaches saturation [20] 3C Products Industry - The introduction of subsidies for 3C products, including smartphones and tablets, has led to a shift in consumer preferences towards mid-to-high-end models priced between 3,000 and 6,000 yuan [8][18] - Xiaomi has capitalized on the subsidy program, achieving a 40% year-on-year increase in smartphone shipments in the first quarter of 2025, regaining the top market share position [8][9] - Apple has also benefited from the subsidy program, reporting a 4.4% year-on-year revenue increase in the Greater China region in the second quarter of 2025, despite overall market declines [9][20] E-commerce Platforms - E-commerce platforms have faced challenges in capitalizing on the subsidy program, with JD.com emerging as the most successful due to its direct engagement with local governments and efficient supply chain [10][11] - Pinduoduo has struggled to leverage the subsidies effectively, reporting a 47% decline in net profit, as its business model limits participation in the subsidy program [11][14] - The effectiveness of subsidy distribution varies significantly across regions, with economically developed areas benefiting more than less developed regions [21][22] Regional Disparities - The implementation of the subsidy program has highlighted regional disparities, with urban and higher-income consumers benefiting more than rural and low-income groups [21][22] - Different regions have adopted various strategies to enhance participation in the subsidy program, with some areas successfully increasing consumer engagement through targeted initiatives [21][26] - The distribution of subsidy funds is influenced by local economic conditions, with wealthier regions able to utilize funds more effectively than poorer areas [22][26]

Core Insights - The article discusses the rapid advancements in electric vehicle (EV) charging technology in China, particularly focusing on the new Aion UT Super model, which can recharge 500 km in just 88 seconds, aligning charging speed with traditional refueling [3][12][20] - The collaboration between GAC and CATL is highlighted, as they aim to lower the cost of battery swapping and enhance the speed of energy replenishment, making EVs more accessible [5][15] Group 1: Vehicle Features and Pricing - The Aion UT Super is priced at 89,900 yuan for outright purchase, or 49,900 yuan with a battery rental option, with monthly fees starting at 399 yuan [3][14] - With various subsidies, the final price can drop to as low as 45,400 yuan, making it one of the most affordable EVs on the market [5][14] - The vehicle features a 14.6-inch central control screen and utilizes Huawei's cloud technology for enhanced smart capabilities [8] Group 2: Battery Technology and Swapping - The Aion UT Super uses CATL's 25 lithium iron phosphate battery, providing a range of 500 km, with a battery swap time of 88 seconds [12][10] - CATL has established 777 "chocolate" battery swap stations, with a goal of reaching 1,000 by the end of the year and a long-term target of 30,000 stations [18][20] - The introduction of affordable battery swapping technology is expected to drive significant growth in the EV market, with estimates suggesting NIO's battery swap counts could exceed 100 million by early next year [20] Group 3: Industry Dynamics and Competition - The entry of major players like JD.com into the battery swapping market is seen as a pivotal moment, with JD providing comprehensive services from user research to after-sales support [15][18] - NIO is responding to the competitive pressure from the Aion UT Super by enhancing its own battery swapping infrastructure and partnerships, indicating a shift in the competitive landscape [23][24] - The collaboration between GAC, CATL, and JD.com is expected to accelerate the adoption of battery swapping technology, marking a significant shift in the EV industry [20][15]

Core Viewpoint - The article discusses the impact of the national subsidy program on consumer behavior and various industries, highlighting both the benefits and challenges faced by different market players as the subsidy program comes to a close [4][5]. Group 1: National Subsidy Program Overview - The national subsidy program has allocated a total of 300 billion yuan in 2023, with the last batch of 69 billion yuan announced on September 30, marking the end of a nearly two-year consumer stimulus initiative [4][5]. - The program has seen 330 million applications, driving sales exceeding 2 trillion yuan, accounting for about 7% of the total retail sales of consumer goods (excluding catering) during the first eight months of the year [5][6]. Group 2: Industry Impact - The automotive sector has been the largest beneficiary of the subsidy, with applications for vehicle trade-ins reaching 4.12 million, translating to approximately 618 billion to 824 billion yuan in subsidies, making it the "black hole" for funding [16][17]. - The home appliance industry has also benefited, with major companies like Midea, Haier, and Gree reporting significant profit increases, while the overall market is experiencing a structural upgrade towards smarter and more energy-efficient products [17][18]. Group 3: Company Performance - BYD reported a revenue of 371.3 billion yuan in the first half of 2025, a 23.3% year-on-year increase, positioning itself as a major beneficiary of the subsidy program [8]. - Xiaomi has also capitalized on the subsidy, achieving a 47.4% revenue growth to 111.3 billion yuan in the first quarter of 2025, with significant increases in its IoT and consumer product segments [9][10]. - Apple experienced a 4.4% revenue growth in the Greater China region in the second quarter of 2025, aided by the subsidy program, despite a general decline in smartphone shipments [10]. Group 4: Market Dynamics - The subsidy program has intensified competition among brands, with companies needing to respond quickly to market changes to capture consumer interest [11][12]. - E-commerce platforms have also been affected, with JD.com emerging as a major beneficiary due to its direct engagement with local governments and efficient supply chain management, while Pinduoduo struggled due to its reliance on smaller merchants [11][13]. Group 5: Regional Disparities - The implementation of the subsidy program has revealed significant regional disparities, with wealthier areas benefiting more due to better access to information and resources, while rural and low-income populations face barriers to participation [23][24]. - Jiangsu province has demonstrated effective execution of the subsidy program, achieving a retail sales growth of 5% in the first half of 2025, while regions like Yunnan have struggled with lower subsidy utilization [25][26].

Core Insights - The decline of Honda Fit's sales reflects broader changes in the automotive industry, particularly the shift towards electric vehicles and changing consumer preferences [2][4][5] Sales Performance - Honda Fit's sales have drastically decreased, with monthly sales dropping to double digits, recording only 75, 23, and 16 units from July to September this year, totaling 2,692 units from January to September [2] - The third-generation Fit, launched in 2014, achieved significant success with cumulative sales of 26,098 units within three months of its release and maintained annual sales exceeding 100,000 units from 2015 to 2019 [3] Market Trends - The A0 segment for small cars has been shrinking, with a reported 33.9% year-on-year decline in sales to 439,000 units in 2020, leading to a drop in Fit's sales to 62,600 units that year [3] - The rise of electric vehicles has significantly impacted the market, with brands like BYD and Geely capturing market share from traditional fuel vehicles [4] Competitive Landscape - In September, the A0 car sales rankings were dominated by electric models, with Geely's Star Wish leading at 50,200 units, followed by BYD Dolphin at 21,900 units, indicating a clear shift towards domestic electric brands [4] - The A0 segment saw wholesale sales of 161,900 units in September, a 56% year-on-year increase, with retail sales up 76% year-on-year, highlighting the growing dominance of electric vehicles in this market [4] Strategic Responses - Honda is attempting to revitalize the Fit by introducing a new model that includes a hybrid version and improved fuel efficiency, but consumer reactions have been mixed, with concerns about design changes and potential reductions in features [5] - The overall decline of the Fit serves as a microcosm of the automotive industry's transformation, emphasizing the urgent need for traditional fuel vehicles to adapt through electrification and enhanced value propositions to remain competitive [5]

Core Insights - BYD has been expanding internationally for 20 years, with Japan being one of its earliest markets, initially entering through battery business [1] - BYD's first electric bus was launched in Japan in 2014, despite initial skepticism from Japanese consumers towards Chinese products [1] - By 2025, BYD has become the top-selling electric vehicle manufacturer globally, and its presence in Japan is now significant [1] Group 1: Market Entry and Strategy - BYD's first K-car model, the Racco, was launched in Japan, with Suzuki's president acknowledging BYD as a "huge threat" while expressing a desire for healthy competition [1] - The Japanese market is characterized by zero import tariffs on vehicles but high consumer loyalty to domestic brands, making it challenging for BYD to gain acceptance [2] - BYD focuses on product trust by customizing features to meet local consumer needs, such as redesigning the Dolphin's roof height for the Japanese market [2] Group 2: Brand Building and Long-term Vision - Unlike its aggressive domestic growth strategy, BYD adopts a more cautious approach in Japan, prioritizing brand building through technology, products, and services rather than immediate sales volume [2] - BYD has not set specific sales targets for Japan but aims to establish a network of 100 dealerships by 2025, with 80 expected to be operational this year [2] - The concept of "long-termism" is central to BYD's strategy in Japan, as local investors value long-term brand investment over immediate profitability [3]

Core Insights - The 2025 Japan Mobility Show, previously known as the Tokyo Motor Show, commenced on October 29, showcasing both domestic and international automotive companies, including Toyota, Honda, Nissan, BYD, and Zeekr [1][3][4] Group 1: Japanese Automakers - Japanese automakers continue to dominate the show, with Toyota, Honda, and Nissan presenting multiple new models [4] - Toyota introduced the new Corolla concept car and a model aimed at rural markets in Africa, the IMV Origin, along with other vehicles like the Land Cruiser FJ and mobility tools for disabled individuals [6] - Nissan showcased the new Elgrand MPV, a revamped Leaf electric vehicle, and the updated Ariya, with the Elgrand featuring advanced e-Power hybrid technology [8] - Honda presented several new vehicles, including the Honda 0 Saloon and the entry-level SUV Honda 0 α, which is set for global release in 2027 [10] - Mazda displayed the new CX-5 and two concept cars, emphasizing its dual strategy in traditional vehicle upgrades and electrification [12] Group 2: Chinese Automakers - BYD made a significant presence with the introduction of the Racco, a pure electric K-Car tailored for the Japanese market, set to launch in summer 2026 [15][18] - The Racco features a 20 kWh battery, offering a range of 180 kilometers under WLTC conditions and supports 100 kW fast charging, catering to urban commuting needs [18] - BYD has established a strategic partnership with Aeon to set up sales points across Japan, facilitating the purchase of its vehicles at competitive prices [18] - Zeekr also made its debut at the show, planning to start order acceptance in Japan by the end of the year and official deliveries in 2026 [19] Group 3: Market Trends - The K-Car segment, unique to Japan, is characterized by compact dimensions and low engine displacement, making it popular for urban use [18] - Nissan is testing the market acceptance of its electric sedan N7, developed for the Chinese market, by introducing it to Japanese consumers [21]