中经记者 陈燕南 北京报道 "感觉现在的燃油车'焕然一新'。搭载了辅助驾驶，也可以像新能源汽车一样有自动跟车、记忆泊车等 功能，还能听懂方言，有很多意想不到的智能体验。"近日，在北京的一家汽车4S店，一名关注燃油车 的消费者对《中国经营报》记者表示。 据了解，在新能源汽车大潮之下，近几个月来中国车市出现了一个转折——传统燃油乘用车销量达到 90.2万辆，同比激增13.5%。这并非孤立的月度波动，乘联会数据显示，6—8月燃油车销量已连续实现 同比增长，增幅分别达9.7%、9.5%和13.5%，并拉动1—8月累计销量回升至714万辆，同比增长1.1%。 在新能源车渗透率已达55.2%的市场中，燃油车的逆势回暖引发行业对动力格局的重新审视。 "部分车企通过降价策略推动终端售价下探，有效激发了消费潜力。"苏商银行特约研究员高政扬对记者 分析道。 此外，燃油车正通过技术升级打破"智能落后"的刻板印象。"在智能座舱、辅助驾驶等领域的持续优 化，让燃油车与新能源车的智能化差距不断缩短。"高政扬指出。南北大众、丰田、奥迪、长城汽车等 中外品牌加速"油电同智"战略，形成多维度技术突破。 一汽大众于2025年9月启动大规模OTA ...

Core Insights - Jinan's automobile market has shown remarkable growth, with passenger car sales reaching 157,274 units from January to July, marking a year-on-year increase of 14.92% and ranking 18th among 200 cities in China [1][5] - The introduction of municipal subsidies has significantly boosted sales during traditionally slow months, with some dealerships reporting a 40% increase in sales [2][5] Group 1: Policy Impact - The municipal subsidy program has led to a surge in customer interest, with daily customer visits at dealerships increasing from five to fifteen groups [2] - The combination of national, provincial, and municipal subsidies has made the market resilient during the off-peak season, with a 10% increase in monthly sales reported by one dealership [2][5] - The subsidy program has evolved to include various incentives, such as fuel cards and insurance subsidies, enhancing the attractiveness of vehicle purchases [3][4] Group 2: Sales Performance - The sales data indicates that the most popular vehicle price range is between 150,000 to 250,000 yuan, with new energy vehicles seeing a 13.6% year-on-year increase in retail sales [6] - The municipal subsidy policy has driven over 30,000 new car sales and generated direct consumption exceeding 7 billion yuan in the first half of the year [5] - The ongoing promotional activities and subsidy programs are expected to continue, with a new round of subsidies announced for the second half of the year, amounting to 12 million yuan [6]

Core Insights - Jinan's automobile market has shown remarkable growth, with passenger car sales reaching 157,274 units from January to July, ranking 18th among 200 cities nationwide, and a year-on-year increase of 14.92% [2][3] Group 1: Policy Impact - The introduction of city-level subsidies has significantly boosted sales during traditionally slow months, with some dealerships reporting a 40% increase in sales [3] - The combination of "insurance subsidies + fuel subsidies" has attracted customers, leading to increased sales and customer retention [4][5] - Jinan's innovative subsidy programs have evolved, with the latest version offering multiple layers of support, including a total of 12 million yuan in subsidies for the second half of the year [5][6] Group 2: Sales Performance - The monthly sales figures indicate a strong performance, with March and June showing the highest growth rates of 33.41% and 22.75%, respectively [6] - The cumulative effect of the subsidy policies has led to over 30,000 new car sales and direct consumption exceeding 7 billion yuan in the first half of the year [6] - The most popular vehicle price range is between 150,000 to 250,000 yuan, with a notable increase in the retail sales of new energy vehicles [7] Group 3: Future Outlook - Jinan's government plans to continue its subsidy programs, with a new round of subsidies starting in September, offering up to 8,500 yuan in consumer packages [7] - The focus will remain on consumer demand, with ongoing efforts to enhance the automotive consumption environment and sustain the recovery trend in car sales [7]

Core Viewpoint - Chery's employee Li Moukai gained widespread attention for challenging the company's weekend meeting policy, which was recently established by Chairman Yin Tongyue, highlighting the generational conflict and the push for better work-life balance within the company [2][4][19] Group 1: Employee Actions and Company Culture - Li Moukai's email to leadership expressing dissatisfaction with weekend meetings led to the cancellation of the meeting, demonstrating the power of employee voice in corporate culture [2][4] - The company has faced criticism for its "996" work culture, where employees often work excessive hours without adequate compensation, leading to high turnover rates among new graduates [5][12] - Chery's management has previously emphasized the need to reduce unnecessary meetings and improve efficiency, but employees remain skeptical about the sincerity of these efforts [4][7] Group 2: Company Performance and Market Position - In 2024, Chery achieved a record sales volume of 2.6039 million vehicles, a 38.4% increase year-on-year, with significant growth in the electric vehicle segment [8][9] - Chery's export volume reached 1.1446 million vehicles, marking a 21.4% increase and maintaining its position as the top Chinese brand in exports [9][11] - The company reported a revenue exceeding 480 billion yuan, with a projected net profit surpassing 15 billion yuan, indicating strong financial health [8][9] Group 3: Challenges and Strategic Direction - Chery's reliance on a high-pressure work culture is seen as a response to intense industry competition, but it raises concerns about employee well-being and retention [12][18] - The company aims for a 50% increase in sales for its new energy vehicles in 2024, but its current market penetration remains low compared to competitors [12][15] - Chery's strategy of hiring top talent and focusing on elite projects has faced challenges, leading to inefficiencies in converting research and development investments into tangible assets [15][18] Group 4: Future Outlook - The company is navigating the complexities of balancing growth with humane management practices, as it seeks to align efficiency goals with employee satisfaction [8][18] - Chery's future success will depend on its ability to innovate while managing the pressures of global competition and regulatory compliance [16][18]

Core Viewpoint - Tesla is facing significant challenges in the European market, with a notable decline in sales and increasing competition from Chinese automakers like BYD, which have surpassed Tesla in electric vehicle sales in Europe [2][7][12]. Group 1: Tesla's Performance in Europe - In May, Tesla's new car registrations in the EU dropped by 40.5% to 8,729 vehicles, marking five consecutive months of declining sales [2][3]. - Tesla's market share in Europe has fallen to 1.2%, with particularly poor performance in France, where only 721 vehicles were sold in May [3][5]. - Following the departure of a key executive, Tesla's sales operations in the US and Europe have been taken over by Elon Musk himself [4]. Group 2: Competition from Chinese Automakers - BYD's sales in Europe have surged, with a year-on-year increase of 359% in April, surpassing Tesla's sales for the first time [7]. - In May, Chinese brands registered 65,808 new vehicles in Europe, achieving a market share of 5.9%, doubling from 2.9% in the same period last year [11]. - Other Chinese automakers, such as Geely and SAIC, have also seen significant growth, with SAIC's registrations increasing by 49.1% from January to May [12]. Group 3: Market Dynamics and Future Outlook - The EU's tariffs on electric vehicles are expected to impact Chinese automakers by the end of 2024, but they are currently capitalizing on the growing demand for hybrid vehicles, which are not subject to these tariffs [16]. - Despite the rapid growth of Chinese brands, traditional European manufacturers still dominate the market, holding 55% of the EU market share as of May [19][20]. - Tesla has established a high-end brand image and has manufacturing facilities in Europe, which may provide some resilience against the rising competition [22].

Core Viewpoint - 2025 is a pivotal year for the globalization of Chinese automotive brands and the expansion of automotive dealers' export businesses, driven by the need for high-quality development and the search for new profit growth points due to intense domestic market competition [2] Group 1: Export Business Growth - Nearly 88% of surveyed dealer groups are engaged in automotive export business, a 27% increase from 2023 [3] - 40% of dealers maintain export volumes below 500 units, but more groups are crossing the 1,000-unit threshold [3] - The majority of dealers have export business accounting for less than 10% of their total operations, with zero-kilometer used cars being the mainstay of overseas business, which has seen a 13% increase compared to two years ago [3] Group 2: Market Focus and Strategies - Dealers primarily target markets in the Middle East, Central Asia, and Africa, with over 60% of dealers operating in these regions [3] - The export of electric vehicles has significantly decreased, while the proportion of dealers exporting fuel vehicles has rapidly increased, with traditional joint venture brands dominating the export market [3] Group 3: Localization and Operational Strategies - Domestic dealers emphasize localization in overseas operations, often collaborating with local dealers and employing local marketing teams [4] - 30% of surveyed dealers have initiated customized modification export businesses for overseas markets [4] Group 4: Challenges in Overseas Expansion - High tariffs, compliance processes, and fluctuating currency exchange rates pose significant challenges to dealers expanding overseas [5] - The complex and dynamic policy environment, along with regional demand fluctuations, adds to the operational difficulties faced by dealers [5] Group 5: Long-term Strategies for Success - Establishing pre-positioned logistics nodes and localized modifications can help mitigate tariff impacts and enhance compliance [6] - Dealers should build localized operational strategies, including hiring local teams and collaborating with local industry associations [6] Group 6: Profitability and Future Outlook - 70% of dealers expect export business gross margins to be below 5% in 2025, with many not planning to establish overseas stores [7] - There is a growing interest in long-distance used car exports, which are expected to surpass zero-kilometer used car exports in five years [7] Group 7: Market Entry Models - Three main export models are identified: complete vehicle export, KD assembly, and local production [10] - The KD assembly model is anticipated to become a future trend due to its ability to circumvent trade barriers and reduce costs [11]

Group 1 - The article emphasizes the importance of new drivers selecting a suitable car to avoid letting their driving license "gather dust" [1] - It highlights that understanding one's budget is crucial, suggesting that a reasonable car budget should be 6 to 12 months of income, considering not just the car price but also additional costs like taxes, insurance, and maintenance [4][5][7] - The article advises new drivers to be aware of their actual needs based on daily driving scenarios, such as commuting or family use, to avoid being misled by sales tactics [8][10] Group 2 - It discusses the significance of practical features over aesthetic ones, recommending that new drivers focus on essential configurations like safety and comfort rather than seeking a "perfect" vehicle [12][14][15] - The article stresses the need for rational decision-making during test drives, urging new drivers to pay attention to critical aspects like braking sensitivity and noise levels [17] - It suggests that new drivers should visit multiple dealerships to compare offers and avoid bundled sales that may include unnecessary add-ons [18][20] Group 3 - The article concludes that there is no perfect solution for car selection, and new drivers should prioritize understanding their budget and needs while avoiding pitfalls in the purchasing process [22]

Core Viewpoint - Honda is shifting its strategic focus from pure electric vehicles to hybrid technology due to a slowdown in the electric vehicle market, reducing its electrification investment from 10 trillion yen to 7 trillion yen, a 30% decrease [1][2]. Group 1: Strategic Adjustments - Honda aims to increase total vehicle sales by over 3.6 million units by 2030, with hybrid vehicle sales targeted to rise by 2.2 million units [1]. - The company plans to launch 13 new hybrid models between 2027 and 2030, adjusting its previous target of having electric vehicles account for 30% of total sales [1][2]. Group 2: Financial Performance - For the fiscal year 2024, Honda reported revenues of 21.69 trillion yen, a 6.2% year-on-year increase, but net profit fell by 24.5% to 835.8 billion yen [5]. - The company anticipates a revenue decline to 20.3 trillion yen in fiscal year 2025, a 6.4% decrease, with operating profit expected to drop by 58.8% to 500 billion yen [5]. Group 3: Market Challenges - Honda's motorcycle business achieved record sales and operating profit, while the automotive sector faced declines, particularly in China and Southeast Asia [5]. - In China, Honda's vehicle sales dropped by 30.94% year-on-year, with a significant 40.8% decline in April 2025 compared to the previous year [5]. Group 4: Cost Reduction Initiatives - Honda is implementing measures to reduce key component costs, including collaborative R&D with suppliers and optimizing production processes [2]. - The next-generation hybrid system's cost is expected to decrease by over 50% compared to the 2018 model and by 30% compared to the 2023 model [2]. Group 5: Partnerships and Collaborations - Honda is deepening collaborations with Chinese tech companies to accelerate its electrification and smart technology transition, including partnerships for advanced driver assistance systems and battery technology [6].

Group 1: Company Performance - In 2023, Weifang Haotai Machinery Co., Ltd. reported a more than 5% increase in order volume compared to the same period last year, indicating strong market competitiveness and effective customer maintenance [1] - The company's first-quarter output value reached 61.654 million yuan, with a production volume of 321,465 units and sales revenue of 45.55359 million yuan [1] Group 2: Automotive Industry Trends - Shandong Guangwei Group Co., Ltd., a top 50 automotive dealer in China, achieved a 10% year-on-year increase in automobile sales, totaling 9,600 units in the first quarter [2] - The group also reported a 3% increase in maintenance service instances, totaling 88,100 [2] - The company is enhancing its service experience through digital upgrades and standardized processes across sales, maintenance, parts sales, and technical consulting [2] Group 3: Economic Environment - Weifang's Kuiwen District has focused on optimizing the business environment to promote high-quality development of the private economy, with 433 service personnel supporting 770 enterprises [3] - The district has conducted six rounds of visits and distributed over 2,000 policy packages to support businesses, achieving a 100% satisfaction and resolution rate for enterprise requests [3] - The "优商工坊" (You Shang Gong Fang) service system aims to enhance market vitality through five key measures: service descent, cloud integration, extension, and collaboration [3]

撰文 / 张霖郁 设计 / 师 超 在这份演讲中，对于全球汽车行业来说，能源以及关税是值得关注的重点。特朗普将如何调整，又将对全球以及中国汽车行业产生怎样的影响？ 特朗普（Donald John Trump）重返白宫，全世界都在观望他将带来怎样的变化。 当地时间 2025 年 1 月 20 日，特朗普出任美国第 47 届总统，其宣誓就职仪式在华盛顿国会大厦圆形大厅举行。 因户外严寒风大，仪式转移到室内。上一次美国总统宣誓仪式在室内举行的是里根（Ronald Wilson Reagan），时间是1985年，当时华盛顿也正逢低 温。 国会大厦大厅至多能容纳五六百人。因人数有限，受邀人员仅包括特朗普家人、特朗普新政府高级官员、美国历届前总统以及受邀的各国领导人。 中国国家副主席韩正与中国驻美国大使谢锋也出席观礼。马斯克（Elon Musk）、库克（Tim Cook）、贝佐斯（Jeffrey Preston Bezos）、扎克伯格 （Mark Elliot Zuckerberg）、周受资等科技公司高管都在邀请之列。 就职仪式最关键的一部分是特朗普的演讲，他共讲了29分48秒。据外媒分析，他是自1933年以来演讲时间最 ...