转自：新华财经 图为ID.与众上海环球港快闪店（李一帆 摄） 在沃尔沃月星环球港店，刘先生一家三口正在看9月底刚刚上市的沃尔沃XC70。刘先生表示："主要是考虑换一辆空间大的车，更适合全家出行，坐得宽敞 的。看到XC70是新款，趁假期来对比一下，也已经看了其他品牌的车，哪款合适就'抄底'哪款。" 新华财经上海10月8日电（李一帆）"国庆长假看车的用户比平时多了不少，每天进店客流大概是平时的两倍，新一代智己LS6上市后卖得一直比较好，国庆 这几天订单也明显更多了。"智己汽车上海七宝领展广场店的销售人员在国庆假期格外忙碌。 图为智己汽车上海七宝领展广场店（李一帆 摄） 国庆中秋"双节"期间，这样的热闹场景在上海和全国多地同步上演。 热门门店客流翻倍，6天揽单23.6万辆 "这几天我们单店日均销量能达到三四百辆。"特斯拉上海七宝领展广场店销售人员告诉新华财经，"国庆期间卖得特别好，新的订单都要排队，现在下单预 计要等近一个月才能提车。" 图为特斯拉上海七宝领展广场店（李一帆 摄） 不远处的乐道门店也反馈，"节前定下的卖车任务基本上已经完成，销售势头非常不错。"蔚来门店销售则透露，10月1日至2日客流最为集中，后续虽 ...

Core Viewpoint - The article highlights the recent developments in the electric vehicle (EV) market, including new model launches, company dynamics, and sales performance of various manufacturers, indicating a competitive landscape and the ongoing transition towards electrification in the automotive industry [2][3][95]. New Car Launches - Volvo XC70 launched with a limited price range of 269,900 to 349,900 CNY, featuring a hybrid system and competitive specifications [2][9]. - Buick's new model, the L7, priced between 173,900 and 219,900 CNY, aims to capture the high-end market with advanced features [10][18]. - The Hummer M817 Max+ was introduced at a price of 369,900 CNY, maintaining a robust design and advanced technology [21][31]. - Zeekr 9X launched with a price range of 455,900 to 589,900 CNY, showcasing high performance and luxury features [4][46]. - The new Tesla Model 3 is priced between 235,500 and 339,500 CNY, with minor updates compared to previous models [52][59]. - Changan's A06 pure electric version is available for pre-sale at 119,900 to 159,900 CNY, featuring a new design language [60][68]. - The Tengshi N8L is set for pre-sale at 319,800 to 349,800 CNY, offering a blend of luxury and performance [70][78]. - Geely's Galaxy Star 6 is available for pre-sale at 85,800 to 118,800 CNY, targeting the compact hybrid market [80][86]. - Smart's new model, the 5 EHD, is available for pre-sale starting at 189,900 CNY, emphasizing affordability and technology [87][94]. Company Dynamics - Beijing Hyundai announced an 8 billion CNY investment to enhance local R&D and accelerate its transition to electric vehicles [95][97]. - A recall of 98,408 units of the CLEVER model was initiated by SAIC due to braking issues related to energy recovery [98][100]. - Lantu has applied for a listing on the Hong Kong Stock Exchange, indicating growth and expansion plans [101][103]. - Hesai Technology became the first company to produce over one million laser radars annually, showcasing its manufacturing capabilities [106][109]. - Jaguar Land Rover resumed production after a month-long halt, securing a 3.5 billion GBP loan to recover from cyberattack-related losses [110][111]. International News - German Chancellor Friedrich Merz called for the EU to reconsider the ban on fuel vehicles, suggesting a more gradual approach to carbon neutrality [114][118]. Sales Performance - BYD reported September sales of 393,060 passenger vehicles, maintaining a strong market presence [119][124]. - Geely's total sales reached 273,125 units in September, with 165,201 units being electric, marking a significant year-on-year increase [125][130]. - Changan's electric vehicle sales exceeded 103,000 units in September, reflecting a growing demand for its offerings [135][141]. - SAIC-GM-Wuling achieved 100,593 units in electric vehicle sales, marking a milestone for the brand [142][146]. - Chery sold 91,590 electric vehicles in September, contributing to its record-breaking sales year [147][152]. - Li Auto delivered 33,951 units in September, indicating a strong recovery and growth trajectory [188]. - NIO delivered 34,749 units, achieving a historical high and reflecting strong demand for its models [177][183].

Core Points - Jiangsu Province announced the suspension of the vehicle replacement subsidy policy effective from September 28, 2025, marking a shift from broad-based consumer incentives to more targeted regulatory measures [2][3] - The new model for scrapping subsidies will require consumers to first obtain qualification before applying for subsidies, effective from September 29, 2025 [3][6] - The rapid consumption of subsidy funds in Jiangsu, exceeding 100 billion yuan in the first half of the year, necessitated this policy adjustment to prevent fiscal risks [6] Summary by Sections Policy Changes - The vehicle replacement subsidy will officially cease on September 28, 2025, with a deadline for consumers who purchased vehicles before this date to submit their applications by October 20, 2025 [3] - The scrapping subsidy will now follow a "qualify first, then apply" model starting September 29, 2025, while previous purchasers can still apply under the old rules [3][4] Market Reactions - The announcement led to a surge in consumer purchases, with dealerships experiencing a significant increase in sales as consumers rushed to take advantage of the subsidies before they ended [5][6] - In various cities, dealerships implemented marketing strategies to encourage last-minute purchases, highlighting the financial impact of the subsidy cessation on price-sensitive consumers [5] Industry Trends - The automotive market is transitioning from a policy-driven model to a market-driven one, with increasing internal growth dynamics as evidenced by a 59.8% retail penetration rate for new energy vehicles in early September [6][8] - The upcoming end of the full exemption from vehicle purchase tax for new energy vehicles in 2025 is prompting manufacturers to accelerate new model launches during the traditional sales peak in September and October [6][8] Local Government Initiatives - Local governments are responding to the national subsidy cuts with targeted measures, such as Lanzhou's expanded subsidy program and Zhengzhou's substantial 560 million yuan green vehicle subsidy [7][8] - The focus is shifting towards environmentally friendly vehicles and the scrapping of older, high-emission vehicles, indicating a move from broad subsidies to more precise financial support [8]

Group 1 - Volvo XC70 launched with a limited price range of 269,900 to 349,900 yuan, featuring four models [1][4] - The vehicle dimensions are 4815/1890/1650mm with a wheelbase of 2895mm, positioning it as a mid-size plug-in hybrid SUV [3] - The interior design follows a minimalist Scandinavian style, equipped with advanced features such as a 92-inch AR-HUD and a 1180W Harman Kardon sound system [7] - The powertrain includes a 120kW 1.5T engine combined with an electric motor, offering a maximum power of 234kW for the two-wheel drive version and 340kW for the four-wheel drive version, with electric ranges of 116km and 212km respectively [9] Group 2 - Buick's new model, the Buick Zhijing L7, launched with a price range of 173,900 to 219,900 yuan, offering five models [10][4] - The vehicle dimensions are 5032/1952/1500mm with a wheelbase of 3000mm, categorized as a mid-large plug-in hybrid sedan [12] - The interior features a luxurious design with a three-screen setup and advanced driver assistance technologies [14] - The powertrain includes a 1.5T range extender with a maximum power of 115kW and an electric motor with 252kW, achieving a 0-100km/h acceleration in 5.9 seconds [16] Group 3 - Tengshi N8L has begun pre-sales with a price range of 319,800 to 349,800 yuan, offering two models [3][24] - The vehicle dimensions are 5200/1999/1820mm with a wheelbase of 3075mm, classified as a mid-large SUV [19] - The interior design emphasizes technology and luxury, featuring multiple screens and high-end audio systems [21] - The powertrain includes a 2.0T engine with a maximum power of 152kW and a three-motor system with 560kW, achieving a 0-100km/h time of 3.9 seconds [23] Group 4 - Geely Galaxy Xingyao 6 has started pre-sales with a price range of 85,800 to 118,800 yuan, offering five models [4][26] - The vehicle dimensions are 4806/1886/1490mm with a wheelbase of 2756mm, positioned as a compact plug-in hybrid sedan [26] - The interior maintains a classic design with modern technology, including a 7nm chip and advanced driver assistance features [28] - The powertrain features a 1.5L engine with a maximum power of 82kW, offering different battery options for varying electric ranges [30] Group 5 - Smart's new model, Smart Qiling 5 EHD, has begun pre-sales starting at 189,900 yuan [31][32] - The vehicle dimensions are 4705/1920/1710mm with a wheelbase of 2900mm, maintaining the design of the current model [35] - The interior design continues the existing style with a focus on geometric elements and layered materials [38] - The powertrain includes a 1.5T engine with a maximum power of 120kW, offering various battery capacities for different electric ranges [40] Group 6 - Beijing Hyundai announced an 8 billion yuan investment to enhance local R&D and accelerate the transition to new energy vehicles [4][42] - The investment aims to improve local supply chains and develop 20 new products over the next 4-5 years, focusing on electric vehicles post-2027 [42]

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 ...

Group 1: Volvo XC70 Launch - Volvo XC70 officially launched with a price range of 26.99 to 34.99 million yuan after limited-time discounts, positioning it as a mid-large SUV [1][3] - The XC70 features a 1.5T plug-in hybrid system with a maximum pure electric range of 212 kilometers, based on the SMA super hybrid architecture [1][5] - The vehicle's dimensions are 4815mm in length, 1890mm in width, and 1650mm in height, with a wheelbase of 2895mm [1] Group 2: Interior and Safety Features - The interior includes a 15.4-inch central control screen, a 12.3-inch instrument panel, and a 92-inch AR-HUD head-up display, supporting Apple CarPlay and various driving modes [3] - Safety features include 7 airbags and advanced driver assistance systems such as emergency braking and parking assistance [3][5] Group 3: Performance and Market Position - The XC70's powertrain combines a 1.5T engine with three electric motors, delivering a total output of 462 horsepower and a 0-100 km/h acceleration time of 5.28 seconds [5][7] - The DHT architecture is designed to cater to domestic consumer preferences, but the XC70's dimensions may be considered conservative in the mid-large SUV market, potentially affecting its competitiveness [7] Group 4: Li Auto i6 Launch - Li Auto launched the i6, a new five-seat pure electric SUV, with a starting price of 24.98 million yuan and a maximum CLTC range of 720 kilometers [9][11] - The i6 features a dual-screen setup and advanced driver assistance systems, including the Li Auto AD Max system with lifetime free access to the VLA driver model [11][14] Group 5: Changan CS55 PLUS Update - Changan announced the new CS55 PLUS with a starting price of 7.89 million yuan, featuring a 1.5T engine and updated exterior and interior designs [16][19] - The vehicle includes advanced driving assistance features and a new visual system, targeting consumers who may still prefer fuel vehicles amid the electric transition [21][22] Group 6: Wuling Bingo S Launch - Wuling launched the Bingo S, a pure electric small car, with a price range of 6.68 to 7.98 million yuan and a maximum range of 430 kilometers [24][26] - The Bingo S aims to compete with popular small electric cars like BYD Dolphin and Geely Galaxy Star Wish, requiring strong market support to establish its presence [26] Group 7: Changan Mazda EZ-60 Launch - Changan Mazda introduced the EZ-60, a mid-size SUV with a price range of 11.99 to 16.09 million yuan, offering both pure electric and range-extended versions [29][31] - The EZ-60 features a distinctive design and advanced technology, but faces challenges in brand recognition within the new energy vehicle market [31]

Core Viewpoint - The automotive market is experiencing a surge in new model launches and intense competition ahead of the National Day holiday, with a focus on large six-seat SUVs, indicating a shift in consumer preferences towards family-oriented vehicles [1][2][4]. Group 1: New Model Launches - On September 26, seven new models were launched or announced, including the Tengshi N8L, Li Auto i6, and Volvo XC70, all of which are new models rather than facelifts [1]. - Among the seven models, five are mid-to-large SUVs, highlighting the popularity of this segment in the current market [2]. Group 2: Market Trends - The large six-seat SUV segment is particularly hot, with nearly one-third of new models launched in September being in this category, including the Tengshi N9 and the new Aito M7 [2]. - Sales of large six-seat SUVs reached approximately 60,000 units in August, with projections suggesting this could exceed 80,000 to 90,000 units by December [2]. Group 3: Consumer Preferences - The Tengshi brand has successfully targeted family users, with 40% of Tengshi D9 buyers being families, significantly higher than the average for MPVs [3]. - The introduction of the Tengshi N8L at a lower price point than the N9 reflects a strategic move to capture a broader market share in the family-oriented SUV segment [3]. Group 4: Competitive Landscape - The automotive market is entering a "white-hot" competition phase, with brands like Aito and Li Auto extending their operating hours to maximize sales during the peak season [4]. - At least 30 new vehicles have been launched in September, coupled with promotional policies from local governments and companies, further stimulating consumer interest [4][5].

齐鲁晚报·齐鲁壹点 张永森 "四擎四驱系统"是XC70的技术亮点。P1电机负责高效发电与参与动力输出；前P2电机驱动前轮并辅助发电；后P4电机驱动后轮并辅助发电，从而实现智能 四驱。系统支持纯电、串联、并联等7种模式无感切换，覆盖城市通勤、高速巡航、极限越野等全场景需求。 9月26日，沃尔沃全新XC70在上海西岸国际会展中心正式上市。作为基于SMA超级混动架构打造的首款车型，新车推出四款配置，限时售价26.99万元至 34.99万元，起售价较预售价降低3万元。这款定位介于XC60与XC90之间的豪华中大型SUV，凭借超200公里纯电续航和超1200公里综合续航，意图在竞争 激烈的混动市场开辟新天地。 新车还推出了五重购车权益。包括三电系统终身质保、免费家充桩、NPA智能领航辅助终身免费使用等，这些权益价值超过6万元，进一步增强了产品竞争 力。 超混科技：全场景0焦虑，定义豪华新标准 XC70的核心竞争力来自于沃尔沃自主研发的SMA超级混动架构。该架构采用"电驱优先、油电协同"的设计理念，通过1.5T混动专用发动机与三电机组合， 实现系统综合功率340kW，百公里加速仅需5.28秒。 辅助驾驶方面，XC70配备 ...

Group 1 - Geely has launched two new R&D centers in Europe, focusing on performance tuning and safety technology [2] - The 2025 Sino-German Automotive Technology Development Summit was held in Shanghai, emphasizing the need for local R&D and international collaboration [3] - Changan Ford's "Explorer" team is participating in a public welfare initiative to combat desertification in the Taklamakan Desert [4] Group 2 - Avita has released its Strategy 2.0, aiming for global sales of 400,000 units by 2027 and 800,000 units by 2030, with a focus on collaboration with Huawei and CATL [5] - Deep Blue Automotive's smart factory in Nanjing has been inaugurated, marking a significant milestone in intelligent manufacturing [6][7] - BYD's high-end brand Yangwang has launched the U9 Xtreme, a limited edition electric supercar with only 30 units available globally [8] Group 3 - Lantu has opened pre-orders for its flagship SUV, the Lantu Taishan, featuring advanced driving technology [9] - Chery's high-end brand Jietu has begun pre-sales for the G700, positioning it as a luxury off-road hybrid SUV [10] - Li Auto has officially launched the i6, a five-seat SUV with a price of 249,800 yuan and advanced driving assistance features [11] Group 4 - Changan Mazda has launched the EZ-60, its second new energy vehicle, with a price range of 119,900 to 160,900 yuan [12] - Changan has introduced the fourth generation CS55PLUS, featuring advanced intelligent driving technology [13] - Volvo has launched the XC70, the first model based on its new SMA super hybrid architecture, priced between 269,900 and 349,900 yuan [14] Group 5 - GAC's new brand, the Xiangwang S7 Pro+, has been launched with a starting price of 159,800 yuan, featuring advanced intelligent driving systems [15] - Dongfeng Honda has released the CR-V Global 30th Anniversary Edition, priced from 145,900 yuan, showcasing its evolution in powertrain options [16] - Tengshi has opened pre-sales for the N8L, a large six-seat SUV, with a price range of 319,800 to 349,800 yuan [18]

Core Insights - The automotive market is experiencing a surge in new model launches ahead of the National Day holiday, with seven new models introduced on September 26 alone, all being brand new models rather than facelifts or second-generation vehicles [1] - The mid-to-large SUV segment, particularly the large six-seat SUVs, is currently the hottest market, with nearly one-third of new models launched in September falling into this category [1][2] - The demand for large six-seat SUVs is expected to grow significantly, with monthly sales projected to exceed 80,000 to 90,000 units by December 2023, driven by an increase in new entrants and a diverse range of options for consumers [2] Company Insights - Tengshi's N8L was launched with a starting price of 319,800 yuan, targeting family users and emphasizing spaciousness and luxury [3][4] - The N8L features innovative designs catering to multi-child families, such as electric seats in all three rows and extensive storage solutions [4][6] - Tengshi's strategy focuses on leveraging its experience in the family market, having previously succeeded with the D9 model, which has dominated the MPV sales in China [3] Market Dynamics - The competition in the automotive market is intensifying, with brands like Aito and Li Auto extending their operating hours to attract customers during the peak sales season [6] - The "Golden September and Silver October" period is seen as a critical time for automotive companies to boost their performance for the second half of the year, with at least 30 new models launched in September [6]