【文/观察者网 柳白 编辑/于文凯】 "特斯拉Model3，台湾169万新台币（1元人民币约合4.26元新台币），大陆105万新台币" "沃尔沃XC60，台湾257万新台币，大陆225万新台币" "宝马Z4，台湾372万新台币，大陆212万新台币" "过了这道海峡，车价能翻倍！" "金九银十"旺季之际，大陆消费者为物美平价的车型精打细算着，而一水之隔的台湾购车族，却在年末 车市前，面对着一道道残酷的"数学题"， 台湾网民们的吐槽和比较，正暴露出巨大的数字落差背后，台湾车市的扭曲现实。 一道狭窄的海峡，怎就划出一道深不见底的"价格鸿沟"？ 这种价格落差背后，究竟暴露出台湾汽车市场，尤其是新能源领域哪些深层结构性问题？ 9月30日，合肥，观众在方程豹汽车展台观看相关车型。 视觉中国 "落差太大了！" 有台媒吐槽，在岛内买车，不管是要买进口车还是本地车，都会发现车价偏高。在境外卖一百万新台币 的进口车，台湾可能就要卖到两百万新台币，同样的车型在台湾的售价，跟境外要差到一倍之多。 这种价差上的切肤之痛，长期为岛内民众诟病。 不久前，台湾网红"馆长"在亲身参访大陆车企后感受尤为深刻。在深圳参观比亚迪工厂，体验了多款造 ...

Core Viewpoint - The significant price disparity between electric vehicles in Taiwan and mainland China highlights structural issues within Taiwan's automotive market, particularly in the new energy sector [2][11][24]. Price Disparity - The price of vehicles in Taiwan can be nearly double that in mainland China, with examples such as the Tesla Model 3 priced at approximately 169 million TWD (about 37.8 million RMB) in Taiwan compared to around 23-24 million RMB in mainland China [1][8][17]. - Taiwanese consumers face high vehicle prices regardless of whether they are purchasing imported or local cars, with local prices often exceeding those in mainland China by significant margins [4][5][6]. Market Structure Issues - The high prices in Taiwan are attributed to a combination of high taxes, limited local production capabilities, and a lack of competitive pricing due to protective policies that restrict mainland Chinese vehicles from entering the market [23][24]. - The Taiwanese automotive market is characterized by a reliance on imported components, which increases production costs and ultimately leads to higher consumer prices [23][21]. Consumer Sentiment - Taiwanese consumers express frustration over the high prices, with some likening the experience of buying a car in Taiwan to being "robbed" [5][6]. - There is a growing sentiment among consumers that they are missing out on the benefits of lower-priced vehicles available in mainland China due to political barriers [11][24]. Policy and Regulatory Environment - The Taiwanese government has implemented regulations that limit the import of mainland Chinese vehicles, which are seen as a threat to local manufacturers [12][16]. - Recent policies require a certain percentage of local content in vehicles, further complicating the market dynamics and contributing to higher prices [14][23]. Market Trends - Despite the high prices, the market for electric vehicles in Taiwan is growing, with a notable increase in the share of electric vehicles in new car registrations [17][19]. - The market is expected to continue evolving, with projections indicating that electric vehicles could account for 60% of total car sales by 2030 [19][20].

1.【丰田与五十铃将联合开发新一代燃料电池公交巴士】9月29日，丰田汽车与五十铃汽车共同宣 布，双方已就联合开发新一代燃料电池公交巴士并实现商业化达成合作协议。该车型计划于2026财 年在五十铃与日野汽车有限公司（Hino）对等合资的J-Bus有限公司宇都宫工厂启动量产。（汇通财 经） 2.【沃尔沃在美最畅销车型XC60即将在美国本土生产】美国南卡罗来纳州里奇维尔——沃尔沃汽车 在美国唯一的工厂本应为这个位于查尔斯顿西北30英里处的地区带来4,000个就业岗位。如今，该工 厂的员工人数只有这个数字的一半，他们每天单班工作，生产昂贵的电动汽车。这种情况即将改变， 部分归功于特朗普政府的关税。从明年开始，这家瑞典汽车制造商将在这座耗资13亿美元、坐落于南 卡罗来纳州低地沼泽和常绿林中的工厂，开始生产旗下在美国最受欢迎的SUV车型—XC60。沃尔沃 汽车首席执行官Hakan Samuelsson在接受媒体采访时说，多年来，该车型一直从瑞典出口到美国， 但特朗普对外国进口商品新征收的15%关税使得将生产转移到美国变得划算。（新浪财经） 3.【丰田8月全球销量连续第八个月增长】9月29日消息，丰田汽车周一表示，8月份其 ...

在沃尔沃车型阵容中，XC70曾扮演了一个开创者和承前启后的关键角色，在SUV尚未像今天一样泛滥的年代，XC70（及其前身V70 XC）精准地开辟了跨 界旅行车这一细分市场，满足了那些既需要旅行车实用性，又渴望一定通过性的用户需求。 随着2013年起沃尔沃全面更新SPA平台，老款的S80、V70、XC70系列被全新的S90、V90系列所取代。 已经停产9年多的沃尔沃XC70以一种新的形式回归大众视野。9月26日，沃尔沃全新XC70上市，新车限时售价26.99万元至34.99万元。 沃尔沃XC70的历史可追溯至1997年。其前身是V70XC车型，基于V70旅行车打造，定位为高底盘、高通过性的旅行车，具备四驱系统和越野性能。2000 年，V70XC正式更名为XC70，成为沃尔沃旗下的跨界旅行车系列。2016年，沃尔沃宣布停产XC70。 老款XC70融合了传统旅行车的造型、大空间和较好的公路行驶质感，同时又通过提高底盘、加入四驱系统，具备了普通轿车和旅行车所没有的轻越野能力 和通过性。 全新XC70的上市，对沃尔沃而言具有一定战略意义。首先，在沃尔沃的SUV阵营中，XC60和XC90之间一直存在一个市场空档。全新XC ...

Core Viewpoint - Volvo is experiencing a significant decline in sales, with July 2023 global deliveries dropping to 49,273 units, a 14% year-on-year decrease, marking the lowest sales point of the year and continuing a five-month downward trend [1][2][3] Sales Performance - In July 2023, Volvo's global sales were 49,273 units, down 14% year-on-year, continuing a downward trend for five consecutive months [2][3] - In the first half of 2023, Volvo's cumulative sales in China were 70,300 units, a 10% year-on-year decline, accounting for about 20% of its global sales [3][5] - The company reported a revenue of 93.5 billion Swedish Krona (approximately 69.45 billion RMB) for Q2 2023, an 8% decrease year-on-year [5][7] Financial Performance - Volvo recorded an operating loss of 10 billion Swedish Krona (approximately 7.4 billion RMB) in Q2 2023, marking its first loss since going public in 2021, significantly down from a profit of 8 billion Krona (approximately 5.9 billion RMB) in the same period last year [7][9] - The market had expected a profit of 2.3 billion Swedish Krona (approximately 1.7 billion RMB) for Q2 2023, indicating a substantial miss in expectations [7] Strategic Challenges - The decline in sales is attributed to both external tariffs and internal strategic missteps, particularly in the U.S. and Chinese markets [10][12] - In the U.S., Volvo's focus on sedans like the S60 and S90 has not aligned with market demand, which favors SUVs [10][12] - In China, Volvo faces challenges due to slow electrification and inadequate brand marketing, leading to poor competitiveness against domestic new energy vehicle manufacturers [12][15] Product Development and Market Response - Volvo's electric vehicle strategy has been criticized for relying on a "fuel-to-electric" platform rather than a native electric architecture, impacting performance and market appeal [12][15] - The company has announced plans to shift production focus in the U.S. to SUVs and crossovers, with the XC60 being a key model that saw a 23% sales increase in the first half of 2023 [19] - In China, Volvo is launching a new hybrid SUV, the XC70, which is expected to be available for pre-sale soon, aiming to regain market traction [19][21]

Core Insights - Volvo Cars reported a 14% year-on-year decline in global sales for July, totaling 49,273 vehicles, marking the largest monthly drop of the year [1] - This decline represents the fifth consecutive month of sales falling by 10% or more [1] Sales Performance - Sales of Volvo's electrified models (including pure electric and plug-in hybrid vehicles) decreased by 21% year-on-year in July, accounting for 45% of the company's total global sales for the month [1] - The share of pure electric vehicles in total sales was 21%, while plug-in hybrid vehicles made up 23% [1] Best-Selling Models - The XC60 was the best-selling model in July, with sales of 16,813 units, compared to 15,577 units in the same month of 2024 [1] - The XC40/EX40 followed with sales of 12,087 units, down from 13,818 units in July 2024 [1] - The XC90 ranked third with sales of 7,266 units, compared to 8,146 units in July 2024 [1]

Group 1 - The core viewpoint is that second-tier premium automotive brands are facing significant pressure to lower prices in response to the competitive landscape dominated by electric vehicles (EVs) [2][4][10] - Second-tier premium brands like Volvo, Jaguar, and Lincoln have initiated substantial price cuts, with models now starting at around 160,000 to 200,000 yuan, reflecting a shift in market dynamics [2][4] - The decline in sales for these brands is stark, with Volvo's sales down 5.94% to 59,400 units, Lincoln's down 32.5% to 33,000 units, and Jaguar Land Rover's down to 22,000 units, contrasting with the overall market growth of 11.4% [5][7] Group 2 - The price strategy of "exchanging price for volume" has failed, as consumers are no longer swayed solely by lower prices, leading to a decline in sales even with significant discounts [7][8] - The competitive pressure from EVs has forced second-tier brands to lower their prices to below 200,000 yuan, where EVs are increasingly competitive in terms of technology and features [4][8] - The perception of second-tier brands has shifted, with consumers viewing them as outdated and lacking in modern appeal, further complicating their market position [4][9] Group 3 - Industry experts suggest that second-tier premium brands should focus on maintaining their high-end positioning rather than engaging in price wars, emphasizing personalized services and brand identity [9][10] - The rapid development of the EV market in China contrasts with slower progress in other regions, where second-tier brands may still find some viability through their traditional fuel vehicle offerings [10] - There is a growing concern that if second-tier premium brands cannot adapt to the competitive landscape in China, they may face significant challenges, potentially leading to their exit from the market [10]

Core Viewpoint - Volvo is undergoing significant changes in response to the dual pressures of the rising tide of new energy vehicles and intensified market competition, including a reform of its dealer management processes and a global workforce reduction of 3,000 employees [1][6]. Group 1: Response to New Energy Rise - Volvo will reform its dealer management processes in the second half of this year, shifting the focus from sales and management to the quality of consumer service [2]. - The company will implement a "one price" model, ensuring uniform pricing across all dealers, which aims to eliminate the price negotiation space that dealers traditionally relied on [2]. - The reform is a response to the increasing market share of new energy brands, which have rapidly gained traction with differentiated products and models [2]. Group 2: Operational Challenges and Cost-Cutting Measures - Volvo has initiated a global layoff plan affecting approximately 3,000 employees, with 1,200 positions in Sweden and 1,800 in other markets, as part of a broader cost-cutting strategy [6]. - The company reported a revenue decline of 11.7% to 82.9 billion Swedish Krona in Q1, with operating profit plummeting by 59.5% to 1.9 billion Swedish Krona [6][7]. - In Q2, Volvo experienced a further revenue drop of 8% to 93.5 billion Swedish Krona, marking the first quarterly operating loss since its IPO in 2021, primarily due to a one-time non-cash impairment charge of 11.4 billion Swedish Krona [7][8]. Group 3: Struggles in Electric Vehicle Transition - Volvo's sales performance is hindered by a lack of product updates and a slow transition to electric vehicles, with the company recently lowering its 2030 electrification target to 90%-100% electric and hybrid models [11][13]. - In the first half of this year, Volvo's electric vehicle sales in China fell by 57% to 940 units, while overall new energy vehicle sales accounted for only 9.97% of total sales [10][12]. - The company has shifted its strategy to focus on hybrid models, launching a new hybrid architecture to address the shortcomings in its electric vehicle offerings [12].

Core Viewpoint - The second-tier luxury brands are rapidly losing their appeal and market position due to significant price reductions and competition from Chinese brands, particularly in the context of the electric vehicle (EV) era [1][2][3] Group 1: Market Dynamics - Second-tier luxury brands like Jaguar, Volvo, and Lexus are experiencing dramatic price cuts, with examples such as the Jaguar XEL 90th Anniversary Edition priced at 159,800 yuan and the Volvo XC60 reduced by 174,000 yuan [1] - The market share of Chinese brands in passenger vehicles has reached 68.5%, while foreign brands are losing ground [3] - Consumers are increasingly willing to pay more for smart features, with a 47% increase in budget allocation for intelligent experiences [3] Group 2: Technological Shifts - Chinese brands have achieved technological parity, while traditional luxury brands are lagging in their transition to EVs, leading to a widening technological gap [2] - The shift in value standards from traditional metrics like engine efficiency to new dimensions such as battery energy density and smart cockpit interaction is reshaping the competitive landscape [4] Group 3: Challenges and Transformation - The decline of second-tier luxury brands is a result of their inability to adapt to the new value chain, where traditional mechanical advantages are losing relevance [4] - Brands face a dilemma of either lowering prices to remain competitive or risking market exit, as seen in the case of Lexus and its diminishing service advantages [4] - A comprehensive transformation is required, moving from mere electrification to a complete overhaul of technology paradigms and ecosystem structures [5] Group 4: Future Opportunities - Brands must innovate their cultural symbols and user experiences to survive, with suggestions for collaborations in new lifestyle sectors [5][6] - The future of competition lies in the ability to create a sustainable value innovation ecosystem rather than merely reinforcing existing competitive advantages [6]

Core Viewpoint - Volvo is undergoing significant adjustments in response to the dual pressures of the new energy wave and intensified market competition, including a reform of its dealer management processes and a global workforce reduction of 3,000 employees, indicating severe challenges faced by the company [1][4]. Group 1: Dealer Management Reform - Volvo will reform its dealer management processes in the second half of this year, shifting the focus of dealer assessments from management and sales to the quality of consumer service [2]. - The company will implement a "one price" model, ensuring uniform pricing across all dealers, which aims to eliminate the price negotiation space that has traditionally benefited dealers [2]. - This reform is a response to the increasing market share of new energy brands that have rapidly emerged, forcing Volvo to adjust its sales strategy to remain competitive [2][3]. Group 2: Workforce Reduction - The global workforce reduction plan involves approximately 3,000 employees, with 1,200 positions in Sweden and 1,800 in other markets, as part of a broader cost-cutting initiative [4]. - This initiative is part of a 18 billion Swedish Krona cost and cash action plan aimed at optimizing cost structures and investment efficiency to counteract declining sales and increased competition [4][6]. - The company reported a significant drop in revenue and operating profit in Q1, with revenue down 11.7% to 82.9 billion Swedish Krona and operating profit down 59.5% to 1.9 billion Swedish Krona [4][5]. Group 3: Sales Performance and Challenges - Volvo recorded its first quarterly operating loss since going public in 2021, primarily due to a one-time non-cash impairment charge of 11.4 billion Swedish Krona, linked to tariffs and market demand issues [6]. - The company’s sales in China have faced significant challenges, with a 10% decline in cumulative sales in the first half of the year compared to the previous year [7][8]. - Despite attempts to boost sales through price reductions, including a 138,000 Yuan drop for the 2026 XC60 model, the company continues to struggle with a lack of product updates and a slow transition to new energy vehicles [7][8]. Group 4: New Energy Transition - Volvo's new energy vehicle sales, including plug-in hybrids, saw an 11% decline to 155,000 units, with the share of new energy vehicles in total sales at only 43.82% [8]. - The company’s fully electric vehicle sales in China plummeted by 57% to 940 units in the first half of the year, indicating a significant gap in performance compared to new energy brands [8][10]. - Volvo has adjusted its 2030 electrification strategy, now aiming for 90%-100% of its sales to be from new energy vehicles, including both fully electric and plug-in hybrid models [10].