2025.08. 25 本文字数：3943，阅读时长大约6分钟 作者 | 第一财经 武子晔、肖逸思 杨超（化名）几乎每天都会分享最新的二手车市场行情，而在全国多个地区的二手车交易市场，车商 们拍摄短视频、直播卖车已成为常态，他们需要通过这样的形式获取更多的客源。与几年前不同，如 今的二手车市场获客成本越来越高，生意难做、行情低迷，亏损是多数车商的现实写照。 硬币的另一边，是二手车保值神话已经破灭。"前几年受疫情影响，消费力下降，大家买车更谨慎； 这两年又赶上新车市场结构大变，新能源新势力扎堆降价，燃油车新车也跟着促销，二手车的残值根 本扛不住。"杨超说。 第一财经记者近日走访二手车市场时发现，二手车的价格与新车市场价格相关，同时也与保值率挂 钩。一些热销的日系车和保时捷也曾因高保值率一度被称为理财产品，但随着新车价格竞争越来越激 烈，二手车的保值率越来越低。 落地八折的二手车、粗放的交易模式，鱼龙混杂的交易主体、剧烈洗牌的二手车商，构成了二手车交 易市场中的方方面面。 "落地打八折" 新能源二手车保值率低的问题一直被市场热议。第一财经记者调查发现，新能源二手车"落地打八 折"并非空穴来风。 据中国汽车流通协会 ...

"极狐T1从官图曝光开始就没有低调过，有人说它小T大作，也有人说小车没什么大来头，可能又是想 赚快钱""友商也是压力山大""咱们应该一起把蛋糕做大"…… 8月22日晚，极狐旗下A0级纯电动SUV车型——T1开启预售，新车共推出5款车型，预售价格区间为 6.88万—9.38万元。活动现场，北汽新能源董事长张国富再次以脱口秀的形式，介绍了极狐"北极星数字 智能架构"，以及打造极狐T1的初衷，"让用户花点小钱，买个好车"。数据显示，极狐T1开启预售后， 两小时订单量达到1.1万辆。 但这也引发一个问题，从最初定位30万元级别的阿尔法S和阿尔法T，到下探至20万元级别的森林版， 再到终端售价12万元起的阿尔法S5和T5，如今推出6.88万元起预售的T1，极狐如何维持高端定位？ T1冲击A0级纯电市场 作为拥有管理和营销经验的老兵，此次发布会上，张国富还多了"极结号主理人"的身份。中国经济网记 者在活动现场看到，极狐用户的座位区位于舞台的正前方，与前排的北汽集团领导坐席仅一步之遥。 之所拉近与用户的距离，是因为极狐本次开启预售的极狐T1，不仅寄托着下半年销量再创新高的厚 望，也是其冲击A0级纯电市场的"当头炮"。乘联分 ...

AUDI E5 Sportback开启预售 关键词：中型车／23.59至31.99万元／AUDI首款车型 奥迪E5 Sportback于8月18日正式启动预售，共推出4款车型，预售价区间为23.59万至31.99万元。新车基 于上汽与奥迪联合开发的智能数字平台打造，定位纯电中型轿车，提供单电机与双电机版本，将于上汽 奥迪智能制造基地投产。 外观方面，E5 Sportback高度还原AUDI E概念车的设计语言，采用封闭式前脸和掀背造型，融合旅行车 与猎装车风格，轮拱外扩凸显运动感。车头配备悬浮式发光车标及矩阵大灯，前后灯组共集成942颗 LED灯珠，支持动态迎宾效果。其整体轮廓延续了奥迪经典性能车型如S1/S2 quattro sport的设计神韵。 尺寸方面，长宽高分别为4881/1960/1479毫米，轴距2950毫米，电子外后视镜对科技感提升有所帮助， 但可能一定程度上提高使用门槛。 内饰采用极简风格，配备59英寸贯通式屏幕，涵盖仪表、中控、副驾及外后视镜显示区域，搭载高通骁 龙8295芯片与HMI交互系统，支持3D界面和全场景语音助手。车辆还配备四辐方向盘、怀挡机构及可 自定义设置的智慧岛控制区。 图 ...

7月1日开始，比亚迪全面取消"限时一口价"的促销政策，最高超过5万元的促销补贴终止同时"高息高返"也被叫停。 这被认为是中国汽车行业持续两年多的价格战进入尾声的信号，也是行业自律、反内卷的第一步。电厂从知情人士了 解到，相关部门曾在6月至7月连续召集十余家主流车企开会，强调不搞"内卷式"竞争，不能以牺牲产品性能、降低产 品质量为代价实现短期的"降本增效"。 据第三方机构的监测数据，今年第一季度，国内汽车市场的降价车型超过60款。到了5月，随着上半年节点临近，降价 换销量的车型增加至超过100款，降价幅度在数千元至5万元不等。 在"反内卷"的呼声下，汽车行业几乎看不到明面上的降价，但"内卷"仍然在暗处涌动，新车型上市限时权益价、增配 不加价等"变相降价"的行为并不少见。 隐晦的内卷：新车上市，增配不加价 2023年10月，第一代智己LS6上市，起售价21.49万元。一直到今年初，智己LS6的改款车型智己LS6剧院版上市。 比起最新的智己LS6，智己LS6剧院版新增的配置包括双激光雷达、后排17.3英寸的3K娱乐屏。按照智己LS6的老款选 装价格，这块娱乐屏的加装费用是3000元。在宣传信息中，智己汽车声称"智己 ...

A 公司谈判有狠招，供应商遭遇小黑屋 车圈年降谈判本是常规操作，但 A 公司的玩法格外"硬核"。 所谓年降谈判，就是主机厂会要求供应商在原有供货价格基础上降价。但据知情人吐槽，在处理涉及产品 质量、技术整改或年降谈判等关键议题时，A 公司会将供应商的销售负责人关进物理意义上的 "小黑 屋"。 具体就是把供应商销售负责人留在会议室里不让走，得等到降价达到预期或者问题解决才放行。虽说时长 控制在 24 小时内，法律风险倒是规避了，但这阵仗，估计能让供应商负责人心里打鼓。 想想看，被 "圈" 在会议室里，一边要应付对方强势态度，一边急着算自家成本账，焦虑感拉满。毕竟价 格不是菜市场砍价，质量问题也得细查，这样的沟通方式，实在不像商业合作该有的样子。 对供应商来说，合作本应平等协商，被这么 "拿捏" 着谈，心里难免不是滋味。商业合作讲究个你情我 愿，A 公司这招事儿是办了，但供应商那儿的人也得罪了。 90 后高管放话，对标比亚迪海豚 外国知名汽车品牌事业部来了一位 90 后高管甲。 自从该品牌踏上年轻化转型之路，便开始大胆起用年轻人。而甲绝非空降的 "新手"，甲原本就负责过该 品牌的年轻化新能源车型项目，凭借这份扎实 ...

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].

Core Insights - The recent trend in the automotive industry highlights the increasing focus on front trunks as a differentiating feature among electric vehicle manufacturers, with various innovative designs emerging to attract consumer attention [1][2][3] Group 1: Market Trends - The introduction of front trunks has shifted from being a niche feature in traditional fuel vehicles to a mainstream consideration in electric vehicles, driven by advancements in electric motor miniaturization and battery layout [2] - The competition among manufacturers has intensified, with models like the Leida L90 boasting a front trunk capacity of 240 liters, equivalent to the trunk space of a compact SUV, showcasing the trend towards larger and more functional front trunks [2][3] Group 2: Consumer Experience - Consumers have reported practical benefits from front trunks, such as enhanced storage for outdoor activities, which alleviates the need for additional trips to retrieve items [3] - However, there are concerns regarding the practicality of front trunks, with some users finding the operation cumbersome compared to traditional trunks, highlighting a gap between marketing and actual usability [4] Group 3: Industry Dynamics - The competition surrounding front trunks has evolved into a demonstration of technical capabilities, with manufacturers needing to balance large capacity and safety within limited space [4] - Ultimately, the success of front trunk designs will depend on their ability to meet real consumer needs while addressing usability issues, indicating a deeper understanding of market demands [4]

Core Viewpoint - Toyota is planning to source components from Chinese manufacturers for its largest production base in Southeast Asia, Thailand, indicating a shift in its supply chain strategy to adapt to the growing electric vehicle market and competition from Chinese automakers [2][3][4]. Group 1: Market Dynamics - Japanese automakers, including Toyota, are facing increased competition in Thailand, where their market share has declined significantly from over 90% to around 30% in 2024, with Toyota's sales dropping by 17.1% year-on-year [5][6]. - The overall automotive demand in Thailand is slowing, and rising costs of traditional fuel vehicles are pushing consumers towards energy-efficient options, benefiting Chinese electric vehicle manufacturers like BYD, which achieved a market share of 2.57 million units in the first half of the year [6][7]. Group 2: Electric Vehicle Trends - The Thai government has introduced the "EV3.5" policy, providing substantial subsidies for battery electric vehicles (BEVs), which has led to a market penetration rate of 14.0% for electric vehicles in 2024, with Chinese companies holding over 80% market share [7]. - Despite the dominance of hybrid and traditional fuel vehicles, there is a noticeable shift towards electric vehicles in Thailand, with BYD capturing significant sales [7][8]. Group 3: Supply Chain Strategy - Toyota's strategy includes localizing its supply chain by partnering with Chinese component manufacturers to reduce costs, with estimates suggesting a 30% reduction in costs for new models using Chinese parts [8][14]. - The company has previously collaborated with Chinese battery manufacturers, utilizing their technology in models like the Platinum 3X and bZ3, indicating a trend towards integrating Chinese technology into its offerings [11][12]. Group 4: Battery Production and Localization - Toyota's current battery production in Thailand focuses on nickel-metal hydride batteries for hybrid vehicles, while Chinese companies are filling the gap for BEV batteries, with several Chinese battery factories already established in Thailand [10][12]. - The company is cautious about building its own BEV battery factory in Thailand, focusing instead on hybrid models and facing challenges in localizing battery production due to market demand and cost issues [14][15]. Group 5: Competitive Landscape - The pricing of locally produced electric vehicles, such as BYD's Dolphin, is significantly lower than Toyota's bZ4X, which could impact Toyota's competitiveness in the Thai market, especially with upcoming subsidy regulations [15][16]. - The collaboration between Chinese and Japanese companies in Thailand is expected to create a tri-party component network, reflecting a shift towards a more integrated supply chain [17].

Group 1 - The article highlights the increasing presence and popularity of Chinese electric vehicles (EVs) in Europe, with a significant sales growth of 47.5% year-on-year in June, reaching a market share of 5.5% [1] - By the end of July, the registration of Chinese EVs in Europe saw a remarkable year-on-year increase of 91%, with a market share of 5.1%, nearly doubling compared to previous figures, just slightly below Mercedes-Benz's 5.2% [1] - Chinese brands such as BYD, Leapmotor, and Xpeng are leading this growth, receiving positive evaluations from Swedish automotive publications [1] Group 2 - In Denmark, the market share of Chinese electric vehicles rose from 4.4% at the end of 2024 to 5.5% by June 2025, indicating a favorable shift in public perception [2] - The chairman of the Danish Electric Vehicle Association predicts that due to innovation and quality improvements, Chinese brands could capture 20% of the Danish market share in the next five years [2] - In Switzerland, the BYD Dolphin has gained attention, particularly among younger consumers who are more inclined to purchase affordable models, suggesting a growing acceptance of Chinese brands in a traditionally German-dominated market [2]

Core Viewpoint - The pure electric vehicle (EV) market has regained growth momentum, with significant sales increases and a shift in market dynamics, particularly driven by new entrants like Xiaomi and established players enhancing their offerings [10][11]. Group 1: Market Dynamics - The pure electric vehicle segment is experiencing a resurgence, with sales in the first half of 2025 reaching 4.415 million units, a year-on-year increase of 46.2%, surpassing the growth rates of plug-in hybrid vehicles [8][10]. - Xiaomi's SU7 and YU7 models have demonstrated remarkable market appeal, with YU7 selling 200,000 units in just three minutes, marking a significant shift in market sentiment [6][5]. - The previous dominance of plug-in hybrids, which saw growth rates of 140% to 84.5% from 2021 to 2024, has been overturned, with pure electric vehicles now leading the growth narrative [8][9]. Group 2: Collaborative Efforts - The recovery of the pure electric market is attributed to the collaborative efforts of new car manufacturers, traditional automakers, and joint ventures, creating a comprehensive competitive landscape [11][19]. - New entrants like Xiaopeng Motors are leveraging technological advancements to capture niche markets, with models like the P7+ achieving a range of 700 kilometers and rapid charging capabilities [12]. - Traditional automakers, such as BYD and GAC Aion, are utilizing established supply chains to stabilize growth in the pure electric segment, with BYD's Dolphin model seeing significant sales increases [15][16]. Group 3: Battery Supply Chain - The surge in sales of pure electric vehicles has positively impacted battery manufacturers, with leading companies forming strategic partnerships with popular models to capitalize on market growth [21][22]. - CATL has become a key supplier for Xiaomi, with the latter becoming CATL's largest customer in April 2025, significantly boosting CATL's battery installation volumes [23]. - Firms like Fudi Battery are expanding their market share through both internal supply and external partnerships, with models like BYD's Dolphin and Xiaomi's vehicles driving demand [26][27]. Group 4: Market Positioning - The competitive landscape is further enhanced by joint ventures adapting to consumer preferences and technological trends, with brands like Nissan and Volkswagen successfully re-entering the pure electric market [17][18]. - The overall market for pure electric vehicles is now characterized by a diverse range of participants, which has amplified total market volume and consumer choice [19].