Core Viewpoint - Honda's approach to electric vehicle (EV) transformation appears reactive rather than proactive, leading to concerns about its ability to keep pace with market changes and competition in the EV sector [1][3][4] Group 1: Honda's Strategy and Market Response - Honda has attempted to launch new electric vehicles but has been criticized for not having a clear strategy compared to competitors like Volkswagen and Toyota [1][4] - Recent news indicates Honda's decision to halt the development of new electric vehicles, which many interpret as a sign of losing touch with market dynamics [1][3] - The company is shifting focus from electric vehicles to hybrid models, reducing its planned investment in EV development from 10 trillion yen to 7 trillion yen [10][12] Group 2: External Market Influences - The cessation of the electric vehicle tax credit in the U.S. has influenced Honda's decision to stop developing certain EV models, reflecting a reaction to specific regional market conditions [3][6] - Honda's partnership with Sony in the mobility sector has faced challenges, with reported operational losses of 52 billion yen, indicating difficulties in achieving market traction [8] - The overall slowdown in electric vehicle support in Europe has prompted Honda and other automakers to reconsider their strategies, highlighting the impact of external market conditions on corporate decisions [6][9] Group 3: Focus on China Market - Honda's strategy in China is distinct, as the company aims to align more closely with local consumer demands and market trends, emphasizing the need for a more proactive approach in the Chinese EV market [10][16] - The company recognizes the importance of adapting to the rapidly changing consumer preferences in China, which may require a shift from traditional practices to more localized development strategies [14][16] - Honda's performance in the Chinese market is critical, as competitors like Toyota and Nissan have successfully launched models that resonate with local consumers, putting pressure on Honda to catch up [10][16]

Core Viewpoint - European automotive brands are shifting their strategies regarding internal combustion engine (ICE) vehicles, with Audi confirming it will no longer adhere to its 2033 deadline for phasing out ICE models [2][5]. Group 1: Strategic Shifts - Audi's CEO announced the abandonment of plans to stop developing ICE vehicles by 2026, indicating a broader trend among European manufacturers [2][5]. - Similar confirmations have been made by Mercedes-Benz and Volvo, while BMW has emphasized a coexistence of multiple powertrains without a clear timeline for phasing out ICE vehicles [4][5]. - This strategic shift is largely driven by the poor sales performance of electric vehicles (EVs) from these brands, with even BMW, which has performed best in electrification among the "Big Three" (BBA), not seeing EVs as a significant profit driver [6][10]. Group 2: Market Dynamics - The transition to electrification has disrupted traditional product lines, necessitating a careful balance between developing new EVs and maintaining ICE models [8][10]. - The compromise in product offerings may lead to consumer confusion, as buyers of both ICE and EVs may struggle to find satisfaction in the current offerings [9][10]. - The brands are facing a significant bottleneck in the electrification era, prompting a reevaluation of their product strategies [10]. Group 3: Consumer Perspective - While EVs are perceived as cost-effective in terms of maintenance and energy costs, the rising costs of charging and maintenance are beginning to diminish their advantages [14][18][22]. - The increase in charging costs and the frequency of charging required during certain seasons may lead consumers to reconsider their choices between EVs and ICE vehicles [18][21]. - The emergence of hybrid and range-extended vehicles aims to address the limitations of EVs, but these solutions may not significantly reduce overall maintenance costs [20][22]. Group 4: Future of ICE Vehicles - The rising costs associated with EVs and the convenience issues may lead to a more level playing field between EVs and ICE vehicles in terms of market competitiveness [25]. - ICE vehicles, with their long-standing technological advancements, are still capable of evolving towards greater intelligence and performance, as seen in recent models like the FAW-Volkswagen Tayron [32][33]. - The automotive industry is witnessing a diversification of technology paths, with brands like BMW investing in hydrogen fuel cell technology alongside their electric initiatives [36][37]. Group 5: Industry Collaboration - Major automotive brands are increasingly collaborating with technology companies to enhance their product offerings and adapt to changing market conditions [36][37]. - The ability of established brands to navigate multiple technological pathways allows them to remain competitive without fully committing to a single energy source [34][36].

福特与日产共享电池工厂，通用出售电池资产，本田、宝马下调纯电动汽车销量预期，这场曾席卷 全球的电动汽车热潮，似乎正显露出降温迹象。 回望国内汽车市场，同样暗流涌动。吉利控股集团董事长李书福表态不放弃传统内燃机，彰显吉利"两 条腿走路"的决心；奇瑞、长安等车企也纷纷加码燃油车与混动车领域。车企们敏锐地感知到电动化增 长的放缓，迅速调整航向。 数据更是直观地揭示现状，吉利近6成、长城超7成的销量仍来自燃油车。今年一季度，燃油车市占率达 到57％，混动车型全球占比超过纯电动。在第五届车用动力系统国际论坛上，众多专家的观点汇聚成共 识——多路线发展。观当下、看未来，纯电、混动、燃油车，究竟谁主沉浮？ 2025或是新能源汽车转折年 汽车渠道专家安阳指出，如今新能源汽车市场看似热度高涨、发展迅猛，但实际上近两年来，新能源领 域的增长主力已悄然转向插电式混合动力和增程式电动车型，纯电动车型的增量势头反而有所放缓。 中国汽车工业协会数据显示，2024年中国新能源汽车产销分别完成1288.8万辆和1286.6万辆，同比分别 增长34.4％和35.5％，其中插混汽车销量占新能源汽车比例为40％，较2023年提高10.4个百分点， ...

| 2025年4月10日星期四 | NO.1 东风汽车申请注册无极智驾商标 天眼查显示，近日，东风汽车集团有限公司申请注册多枚"东风无极智驾"商标，国际分类为运输工具、 科学仪器、网站服务，当前商标状态均为等待实质审查。东风汽车集团有限公司成立于1991年6月，法 定代表人为杨青，注册资本156亿元人民币。 点评：东风汽车申请注册"东风无极智驾"商标，显示出其在智能驾驶技术领域的战略布局。这一举措可 能提升品牌在智能汽车市场的辨识度以及市场对相关技术的关注度。 NO.2 大众汽车：一季度欧洲电动汽车交付量超15万辆 4月8日，意大利汽车生产工会FIM Cisl表示，今年第一季度，汽车制造商Stellantis在意大利的产量进一 步下滑。去年，该公司在意大利的汽车产量已经降至近70年来的最低水平。此外，由于新车型要到明年 才会推出，因此短期内不会带动产量的增加。FIM Cisl在一份季度报告中称，今年1月至3月，Stellantis 在意大利包括轿车和厢式货车在内的汽车产量较上年同期下降了35.5%，约为11万辆。此外，该公司在 意大利六家组装厂的生产活动都有所收缩。 点评：Stellantis在意大利的产量显 ...

点 击 蓝 字 关 注 我 们 国六排放标准争议不断，部分企业"软件作弊"的情况时有发生，而检测手段的缺陷也使标准执行不到 位。此外，混动车的排放检测工作更加滞后，改变现状刻不容缓。国家标准是企业产品所要求的下限，而 实际已有企业正在加快研发，升级燃油车的技术水平。例如大众品牌新车在发动机技术上又有新突破，这 有可能重新振作燃油车市场。近日，生态环境部公开表示将"研究制定轻型车、重型车的国七标准" 。 本文全文共 1283 字，阅读全文约需 4 分钟 2025年3月3日，中国汽车流通协会和精真估联合发布了《2025年2月中国汽车保值率研究报告》。通 过保值率研究旨在反映品牌的产品力、认知度、美誉度等综合实力，对未来开展回购、置换、租赁、金 融、新车定价参考等相关业务提供重要数据参考，从而降低业务风险，提升经营效率 。 通过保值率数据来关注过去市场环境、行业动向、企业发展和保值率之间的关系，同时在微观层面也 能反映该品牌的产品力、认知度、美誉度等综合实力。本榜单保值率价格数据采用良好车况下的二手车销 售价（B2C）进行计算 。 线上车源量变化 新年车源量尚未恢复 由于线上线下渠道正在打通，车源数字恢复较慢，反映 ...