转自：北京日报客户端 为抓住"金九银十"销售旺季，车企铆足干劲，据不完全统计，9月上市新车型超40款。不同品牌的新车 型，精准击中了多样化的消费需求。特斯拉Model Y L、蔚来全新ES8等新车型刚大学毕业的李女士在 国庆当天提到了爱车"小黑"，她坦言："关注理想很久了，i6的设计完全长在我的审美上，发布会当天 我就锁单了，正好赶在双节能提车太开心了。" "您好，我来给您介绍下我们最新的Model Y L……"10月3日上午10点，北京蓝色港湾商圈的特斯拉体验 店内，服务顾问正围着一家三口介绍新车，不远处还排着3组等候试驾的客户。记者近日走访发现，这 个国庆中秋假期，新车型扎堆、促销手段多元、购车补贴发放等多因素刺激，北京新能源车市迎来消费 热潮。 特斯拉店内，刚上市不久的Model Y L被围得水泄不通，不少家长带着孩子体验第二排的航空座椅，"终 于有纯电六座SUV可选了，老人坐第三排也不挤。"市民张先生一边让家人感受空间，一边和顾问确认 金融方案。隔壁的蔚来门店里，刚自驾返京的王先生就带着家人来看车。"前两天带家人出京玩，服务 区充电排半小时，隔壁蔚来换电不排队，几分钟就搞定，这体验太打动我了。"理想蓝 ...

记者 吴丹璐 这个国庆中秋假期，上海车市在"金九银十"的传统旺季中，迎来了销售"黄金档"。 记者在假期尾声走访市场发现，新车"高手过招"、政策"红包"加码是市场火热的两大原因。一方 面，新车为市场贡献了大量热度，上海车企9月销量环比普增，如智己在大热车型新款LS6带动下，9月 销量环比增加80%，特斯拉暌违六年发布的新车型也带动了"以旧换新"消费。 另一方面，为了助推"金九银十"车市，上海各区在国庆节前集中发布新一轮补贴政策，最高补贴达 5500元，也为四季度汽车消费增添了强大推力。 超长假期车市热卖 此外，在这个"金九银十"，还有多家上海车企销量增长明显。在上汽系中，上汽乘用车9月零售销 量超9.7万辆，环比增长超37%；上汽通用9月销量为47695辆，环比增长6.1%；上汽大众9月销售为9.13 万辆，环比上升1.4%；上汽与华为合作的新品牌"尚界"首款车型于9月23日才正式上市，尚未形成完整 月度交付数据，但截至9月底，其购车意向订单已突破16万辆。 据孙嘉泽介绍，除了嘉定南翔印象城，兴业太古汇、宜家荟聚、龙之梦购物中心、七宝世纪汇、周 浦万达等商圈的客流量也非常大。综合来看，家庭用户是国庆期间购车的主 ...

关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 不知道大家发现没有，和前几年动辄搞个大新闻相比， 今年特斯拉的声量，似乎突然变小了。 即便是前段时间发布了《秘密宏图》第四篇章，重磅新车 Model Y L ，甚至是第三季度全球销量再创新高，似乎也没激起太多水花。 大家更关注的，还是中国品牌"神仙打架"。 但有意思的是，前段时间我发了个朋友圈，炸出来一位有段时间没联系的高中同学。 在寒暄几句过后，我突然意识到一个大家很可能都没来得及意识到的问题—— 特斯拉，终究活成了 BBA 的样子。 01. 从极客，到大众？ 如果大家还有印象的话，早期特斯拉车主们身上有一个特别鲜明的标签， Geek 极客。 根据某百科的解释，他们是一群对技术有着狂热兴趣并投入大量时间钻研的人，也在创造新的商业模式和尖端技术，用自己的创新精神，引领着全世界的时尚 潮流。 没错，就是那些年 马斯克的样子 。 但现在，如果大家在路上仔细观察的话，会发现 特斯拉的车主真的是多种多样： 有工薪上班族，有爱美小姐姐，甚至还能看见刚退休的"老人家"……很难用一个词或者一句话来形容。 就拿我这位高中同学来说，他其实是一位儿科医 ...

"易车志"销量查询统计，2024年市场中在售主流品牌6座SUV车型全年销量为821255辆，2025年该类车型销量预计将达到百万辆左右的规模。 车企的密集推新与消费者的购买热情，共同推高了大六座SUV的市场热度，这一细分市场也成为各大品牌正面交锋的新战场。 国庆黄金周，消费市场一如既往地热闹。在汽车领域，大六座SUV表现尤为突出，其销售端的推广力度与消费端的关注热度共同凸显了该细分市场的活 跃。 在北京一家商场的华为授权体验中心，前来围观问界M9的消费者络绎不绝；在新能源汽车集合展厅里，根据时代周报记者观察，包括蔚来ES8、乐道 L90、腾势N9、问界M7、问界M8、理想i8、昊铂HL增程版、领克900在内的多款车型，均出现在各自展区最显眼的位置，占据着品牌"C位"。 多款大六座SUV在正式上市前就已"未上先火"，被众多消费者列为意向车型。上市后，这一热度迅速转化为实打实的订单与销量。 鸿蒙智行数据显示，自今年4月20日开始交付以来，问界M8累计交付量突破10万辆，目前已连续3个月销量突破2万辆。 此前，特斯拉相关人士曾对时代周报记者表示："特斯拉Model Y L上线一周就已经卖完了9月全部产能。"时代周报 ...

Core Viewpoint - The article highlights the booming market for large six-seat SUVs in China, driven by consumer demand and strategic product launches from various automakers, indicating a significant growth phase for this segment [2][4][9]. Group 1: Market Dynamics - The large six-seat SUV segment is experiencing rapid growth, transitioning from early to mid-stage development, and is considered a "hot market" with strong consumer demand [8][9]. - Sales data shows that the cumulative delivery of the AITO M8 has surpassed 100,000 units since its launch, with monthly sales exceeding 20,000 units for three consecutive months [5]. - The overall market for mainstream six-seat SUVs is projected to reach approximately 1 million units in 2025, up from 821,255 units in 2024 [6]. Group 2: Consumer Insights - Consumer interest in large six-seat SUVs is driven by family travel needs, with many buyers prioritizing space and comfort for family outings [10][12]. - The article notes that consumers are increasingly faced with choices among various models, leading to confusion over which features to prioritize, such as space versus price [14]. - The demand for large six-seat SUVs is expected to continue growing due to demographic changes and evolving family structures in China [9][19]. Group 3: Competitive Landscape - Automakers are intensifying competition in the large six-seat SUV market, with multiple brands launching new models to capture market share [7][19]. - The article provides a detailed comparison of various models, highlighting differences in specifications, pricing, and unique selling points, which are crucial for consumer decision-making [13][15]. - Promotional strategies, such as tax subsidies and competitive pricing, are being employed by brands like NIO and Zeekr to attract buyers [16][18]. Group 4: Future Outlook - Experts predict that the demand for large six-seat SUVs will continue to expand until around 2036, driven by population growth and changing family dynamics [19]. - However, the increasing number of models may lead to market saturation and potential oversupply, raising concerns about the sustainability of this growth [19].

Investment Rating - The report maintains a "Recommended" rating for the automotive industry, indicating a positive outlook for investment opportunities [10]. Core Insights - The emergence of humanoid robots is leading a new wave of transformation in the automotive industry, with major automakers competing in this space [4]. - The report highlights the successful demonstration of multi-modal embodied robots at the recent Industrial Expo, showcasing advancements in robotics technology and its applications in various industrial settings [5][8]. - New vehicle launches are intensifying competition among mainstream automakers, with notable models introduced at the expo, including the SAIC Group's high-end and budget-friendly offerings, as well as Tesla's Model Y L [9]. Summary by Sections Investment Highlights - The humanoid robot sector presents new opportunities, with specific recommendations for companies involved in linear joint assemblies, screw rods, dexterous hands, reducers, sensors, and injection molded parts [10]. - Recommended companies include Rongtai Co., Shuanglin Co., and others, focusing on various components essential for humanoid robots [10]. Industry Performance - The automotive sector has shown strong relative performance over the past year, with a 32.8% increase compared to the Shanghai and Shenzhen 300 index [1][2]. Technological Innovations - The report emphasizes the advancements in robotics, such as the DOBOT ATOM humanoid robot, which utilizes reinforcement learning for efficient task execution in industrial environments [4]. - Innovations in multi-modal perception systems were showcased, demonstrating the capabilities of robots in real-time data processing and interaction [5]. Competitive Landscape - The report notes the competitive landscape with multiple new vehicle models launched, highlighting their specifications and market positioning [9].

大家好，我是理想的销售，i8上市有段时间了，好不容易可以抽出空来和大家聊聊这款车。 最近市场如何？ 最近每天平均客流在16批左右，看这款车的10个里面占了2个。关注度倒是没有之前那么高了，刚上市的 时候10个进店客户有4-5个是专门奔着这款车来的。 别人都是怎么买这车的? 上市一周后变更过一次配置，将原先3个配置整合只保留了1个Max版。最畅销的颜色是白色，10台里面 占到了4台。目前订车周期大概是6-8周。 相对最难卖的颜色是 天空蓝冷光漆面， 一是因为浅蓝色在什么车里都属于冷门颜色，适合小众需求，另 外这个还得加8000元选装，同时等车时间还更久，要8-12周，各种buff一叠加，就没人选了。 车价是339800，选装分别有 后舱娱乐屏套装(10000元) 、 漆面小象灰/天空蓝(8000元) 、 21英寸大轮 毂(10000元) 。 买这车的人都会对比哪些车? 看这款车的客户以中产阶层+二孩家庭为主，职业 上主要就是 企业主和个体 老板 。 我有一个i8客户 是 很成功的老板，一路从小吃店做到颇有规模的连锁餐饮。 老板姓高，40多岁一点小肚子都没有，头发打理得油光锃亮、一丝不苟。 他在 两三年前入手了理 ...

Core Insights - The Chinese electric vehicle (EV) market is experiencing unprecedented demand as consumers rush to place orders before the expiration of tax exemptions and subsidies by the end of 2025 [1][3][9] - Major automakers like Li Auto, AITO, and NIO are witnessing significant order volumes, with Li Auto's i6 receiving over 20,000 orders within hours of its launch, and NIO's new ES8 exceeding its production capacity of 40,000 orders [1][10] - The impending reduction of purchase tax exemptions and subsidies starting January 1, 2026, is driving consumers to make quick purchasing decisions, leading to a surge in orders [3][6][9] Group 1: Policy and Market Dynamics - The purchase tax exemption for electric vehicles has been in place for ten years, increasing the market penetration from 0.3% to over 50% [3][6] - Starting in 2026, the purchase tax will shift from full exemption to a 50% reduction, with a maximum exemption of 15,000 yuan per vehicle, significantly increasing the cost of purchasing EVs [5][6] - Local subsidies are also being reduced, with many cities offering limited-time incentives that can be combined with the national tax exemption, further motivating consumers to buy before the deadline [6][9] Group 2: Consumer Behavior and Market Response - The urgency created by the policy changes has led to a "last-minute rush" in the EV market, with consumers eager to secure their orders before the benefits diminish [9][10] - Automakers are employing marketing strategies such as limited-time price guarantees and delivery commitments to enhance consumer urgency [11][14] - Despite the impressive order numbers, there are concerns about the authenticity of these figures, as many orders are small deposits that can be easily canceled, leading to inflated statistics [15][17] Group 3: Supply Chain and Delivery Challenges - The surge in orders is putting immense pressure on the supply chain and delivery systems of automakers, with key components like batteries and chips facing increased demand [17][18] - Companies like NIO and Tesla are struggling to meet order demands, leading to potential delays in vehicle deliveries [17][18] - NIO has introduced a policy to compensate customers for tax differences if their orders are delayed into 2026, highlighting the challenges faced by manufacturers in fulfilling orders on time [18][20] Group 4: Consumer Risks and Market Outlook - Consumers face risks related to the timing of subsidies and potential delays in vehicle delivery, which could lead to financial losses if not managed properly [22][25] - The increase in complaints related to delivery delays and false advertising indicates that the rapid sales growth is straining after-sales service capabilities [25][26] - The current market dynamics reflect a combination of policy incentives, product advancements, and consumer psychology, creating both opportunities and challenges for the EV industry [25][26]

Group 1 - The core viewpoint of the article highlights the launch of the new luxury SUV, Tengshi N8L, which is positioned as a family-oriented vehicle, complementing the technology-focused Tengshi N9, thereby enhancing the brand's luxury SUV lineup [1][3] - The pre-sale price of Tengshi N8L ranges from 319,800 yuan to 349,800 yuan, indicating a competitive pricing strategy in the growing three-row SUV market [1] - Tengshi N8L features a spacious interior with adjustable third-row seats, heated seating, and independent air conditioning, setting it apart in its class [1] Group 2 - The vehicle is equipped with a hybrid powertrain consisting of a 2.0T efficient engine and three electric motors, achieving a 0-100 km/h acceleration in just 3.9 seconds, which surpasses many luxury SUVs priced over one million yuan [2] - Advanced braking capabilities are highlighted with a stopping distance of 35.4 meters, and the vehicle features a sophisticated suspension system for improved handling and comfort [2] - The N8L incorporates smart parking assistance features, addressing common challenges associated with larger vehicles in tight spaces, and the company guarantees safety and responsibility in automated parking scenarios [2] Group 3 - The three-row SUV market has seen significant growth this year, with various brands, including Tesla and NIO, launching competitive models, intensifying market competition [3] - There is a clear trend of increasing consumer demand for spacious and multifunctional vehicles, which aligns with the technological advancements in the new energy sector [3] - Despite the rapid growth in the three-row SUV segment, experts caution that the current influx of models may lead to excessive competition, urging companies to remain aware of actual market demands [3]

Core Viewpoint - The report highlights a significant increase in the installation volume of power batteries for new energy passenger vehicles in China, with a week-on-week growth of 25.53% in the 37th week, driven by major players like CATL, BYD, and Zhongxin Innovation [1] Group 1: Industry Overview - The top three companies in terms of installation volume are CATL, BYD, and Zhongxin Innovation, with market shares of 42.36%, 28.35%, and 6.97% respectively [1] - The market concentration ratios (CR3, CR5, CR10) are 77.68%, 85.14%, and 95.95%, showing slight changes week-on-week [1] Group 2: Company Performance - CATL's installation volume increased by 22.97%, primarily driven by the sales of models such as Xiaomi SU7, Xingyuan, and Lantu Zhiyin, with week-on-week sales growth of 63%, 33%, and 194% respectively [3] - BYD's installation volume rose by 31.37%, benefiting from the rebound in Xiaomi's sales, particularly the Xiaomi YU7, which saw a week-on-week increase of over 1600 units [4] - Zhongxin Innovation recorded the fastest growth among the top 10 manufacturers at 36.32%, attributed to increased sales of models like XPeng G6, G7, and Leap C10 [5] - LG Energy Solution has also seen a rapid increase in installation volume, supported by Tesla's sales, particularly with the launch of Model Y L, moving from eighth to fifth place in rankings [7] Group 3: Market Dynamics - The rankings of the top six companies in weekly installations remained unchanged, while companies like Honeycomb Energy and Jiyou Tongxing dropped one position, and Jiangsu Zhengli and Yiwei Lithium Energy moved up one position [8]