作为宁波"百亿街区"，"潘火汽车大道"短短两公里内汇聚了48家汽车品牌，平均不到50米就有一家 4S店。这里在售车型涵盖近百个系列，既有百万级豪华品牌，也有万元级经济型产品，可以满足不同 消费层级的需求，是我省少有的汽车销售集聚区。1月以来，"潘火汽车大道"销售额超10亿元。 作为大宗消费品，汽车产业链条长、带动效应强，是拉动区域消费增长的重要引擎。随着春节临 近，消费市场持续升温，整条街区已全面开启"竞赛模式"，各家门店全员在线，争抢"春节档"消费流 量。 在鸿蒙智行门店，"试驾有礼"宣传海报格外醒目；奔驰门店直接推出最高5000元现金优惠；宁波宝 恒宝马门店除推出最高10000元现金优惠外，还举办迎新春文化活动；极氪汽车门店则推出最高12000元 购置税补贴优惠。 夜幕降临，热潮未退。为抓住下班后的看车人群，不少4S店将闭店时间延至晚上9时，点亮了汽车 消费的"夜经济"。而为了助力各家门店销售，潘火街道不仅举行促消费主题系列活动，还组织部分车企 走进企业和商务楼宇，开展"品牌园区行"试驾体验与互动活动，让上班族看车、试车、选车更方便。潘 火街道相关负责人表示，接下来将推进更多品牌进企入园活动，在助力企业拓 ...

同时，该负责人表示，"对于数据调取，理想汽车可以向用户提供基础行车数据，但辅助驾驶的数据目前没有现行的国标要求。受限于目 前辅助驾驶的数据回传机制和车端存储能力限制，需要进行远程触发回读，但是存在数据量过多情况下的数据覆盖情况。目前理想汽车 方面仍在与用户积极沟通，希望尽快妥善解决此事。" （文章来源：南方都市报） 近日，有理想汽车L6车主称，其开启辅助驾驶功能后"车辆突然失控变道导致发生碰撞事故"，"且车企无法提供辅助驾驶相关数据"，消 息引发关注。1月29日，理想汽车相关负责人向南都N视频记者表示，"经技术人员根据行车记录仪进行初步分析，事发时为冬季午后低角 度阳光直射场景，辅助驾驶传感器在极端光线条件下识别存在局限性。" 行车记录仪视频截图。 据了解，该车主表示，1月10日16时，其在驾驶途中接了一个蓝牙电话，便打开了智能辅助驾驶系统（NOA）。行车记录仪显示，车辆正 对夕阳行驶，在红绿灯路口起步后直行7秒，车速提升至36km/h，突然向后偏转，2秒后车速降至29km/h并退出NOA状态，与右侧车道的 一辆黑色轿车发生碰撞，所幸未造成严重后果。道路交通事故认定书显示，该车主因违规变道负全责。该车主称，" ...

近日，理想汽车（以下简称"理想"）对外表示："2026年公司会针对少量能效较低的商超门店关停，但 不涉及批量关闭情况。" 此外，理想正在战略转向。1月26日，理想汽车CEO李想召开线上全员会议，讲述AI技术发展趋势，并 明确表示公司将全力投入人工智能领域，并确认将布局人形机器人业务。此外，理想会进一步强化具身 智能的品牌定位，而不仅仅是创造移动的家。 汽车"新四化"、产业研究者、知行韬略合伙人杨继刚接受《中国经营报》记者采访时表示："如果仅从 经营层面看，关店是为了降本增效，具身智能是战略升级；但若放到更长的时间周期看，这两件事都指 向同一个战略锚点——理想正在主动结束'新能源上半场'的打法，为'智能化下半场'重新搭建组织与资 源结构。更确切地说，理想正在为下一个十年重构自身的战略坐标系。" 这一判断也从渠道成本层面得到印证。一位豪华品牌经销商人士向记者指出，在新势力发展早期，直营 门店有助于增强品牌曝光，树立品牌形象，但运营成本压力较大，有些核心商圈门店年租金高达300万 —400万元。 关闭低效能门店 理想官方数据显示，截至2025年11月30日理想汽车三端网络布局零售中心544家，交付中心170家，服务 ...

大家好，我是红旗的销售顾问，前段时间 HS6上市了，今天来和大家聊聊这车最近的销售情况。 新车是哪天到店的？ 最先到的是试驾车和展车，12月上旬就有了，首批商品车是12月17日到的，其中一台是220四驱智混版，其余三台是240两驱智混版。颜色上有一台灰色， 一台苍夜山海，两台黑色。后面就是正常的进车节奏，没啥特殊的。 新车培训有哪些值得注意的点？ 竞品上主要对比理想L6、比亚迪唐，标配冰箱、彩电、大沙发。动力电池提前满足2026新国标。其他就没啥需要注意的了。 新车目前价格是多少？ HS6有三款配置，但是其中17.88万的两驱145智混版暂时不排产。 专项政策有置换补贴6000元、交5000元订金抵8000元、另有5000元新车保险补贴（相当于总共优惠8000元） 经过对比后，客户认可的优势是三电系统终身质保（首任车主、定期在授权店保养、没有大事故）、动力电池安全超过2026新国标、全系标配冰箱彩电大沙 发、除了最低配都有配备城市智能辅助驾驶（可识别红绿灯、自动变更车道、复杂路况识别）、续航能力强，打破了混动车型续航吉尼斯世界纪录。 每天有多少人来看这款车？ 现在平均每天进店9批首客，有1批是看HS6的。本月 ...

理想首先将重头资源押在了新一代 L9 上，销量预测超 10 万。 新款 L9 造型采用全新设计，尺寸加大，底盘升级，电池超 70 度，纯电续航超 400 公里。 自研芯片 M100 上车，座舱芯片升级 8797，前排屏幕升级大连屏。 换代的理想 L9 电池在 70 度以上，L6 为 45 度电池，相比友商直接上到 80 度的做法，理想明显保守一些。 理想核心高管在去年三季度财报后的一次小范围投资者交流中表示： 「现在（增程电池）和纯电车一样 600 km 纯电续航，这个我们认为是不对的，电池重量太大会对道路基础设施 有压力，会回归到一个平衡；但短期一定会去跟进的。 我们（2026 年）的换代就是要拿回我们增程领先的位置。 我们 20 万以上的市占率肯定没法回到 2022年、2023 年 40%+了，只能说 2026 年是市占率回到领先位置。」 理想 i8 每月新增订单千余个；MEGA 月销量下滑至不足 1000 辆。2026 年大概率仅有一款全新纯电 SUV。 市场消息预测，理想已经为 2026 年初步制定了约 40% 的增长计划，也即对应约 55 万辆销量（去年约 41 万 辆）。 理想的销售体系调整也还在 ...

想买理想的朋友可以等等看了，近日，理想正式推出7年超低月供购车方案，还针对MEGA、L8两款车 型给出前三年免息福利，这波政策看似门槛降低，实际值不值得冲，得好好扒一扒。 要知道，之前车企分期主流年限也就5年，7年方案算是行业少见的长周期了。理想这波没玩虚的，核心 亮点就是部分车型前三年免息，能大幅降低前期还款压力。这次的7年期限直接拉满，对预算有限但想 一步到位买大车的家庭来说，吸引力确实够强。 不过别光看月供低就上头。长期分期的通病就是总利息更高，哪怕前三年免息，后四年的利息叠加下 来，总支出大概率比5年方案多。而且贷7年享3年0息的方案只有MEGA和i8才能享受，像走量的L6、L7 是不能享受的。 个人觉得，理想这次的动作也算实在了。多少也让那些想买理想汽车用户不再纠结首付和月供压力了， 这个7年分期能把月供压到更低，降低购车门槛。但要知道的是，这波操作是行业内卷的必然结果，就 比如特斯拉、小米都有7年贷款了，理想再不做出动作，就会失去潜在客户。对消费者来说，核心还是 算清总成本，别被低月供迷惑。如果资金周转紧张、想减轻每月负担，这方案值得考虑，毕竟买车不是 只看月供，总支出和自身财务状况才是最重要的。 ...

Core Insights - Russia has implemented a visa-free entry policy for Chinese citizens holding ordinary passports, effective from December 1, 2025, allowing a single stay of up to 30 days until September 14, 2026, aimed at boosting tourism and business activities [1][14] Group 1: Tourism Impact - The Russian Ministry of Economic Development anticipates that the number of Chinese tourists will exceed 2 million in 2026 due to the visa-free policy, with a target of 5.5 million by 2030 [2][14] - Following the announcement of the visa-free policy, flight searches to Russia surged by over 800% and bookings increased by nearly 500% within an hour [14] - The average cost for a trip to Russia has risen significantly, with domestic travel expenses alone reaching approximately 4,300 RMB per person, excluding accommodation and meals, leading to total trip costs nearing 10,000 RMB [2][4] Group 2: Price Increases - Prices for cultural activities, such as ballet performances, have surged during the New Year period, with tickets reaching around 2,000 RMB, comparable to the highest concert ticket prices in China [4] - The cost of basic services, including transportation and dining, has also increased, with taxi fares averaging around 50 RMB for short distances and meals costing between 200 to 500 RMB [6][5] Group 3: Economic Context - The ongoing Ukraine conflict has significantly impacted Russia's economy, leading to inflation and increased prices for essential goods due to supply chain disruptions and a shift in resource allocation towards military spending [7][8] - The Russian government has prioritized controlling inflation as a critical economic task, affecting both local residents and tourists [8] Group 4: Communication Challenges - Tourists face communication barriers due to restrictions on foreign mobile services and navigation apps, complicating travel logistics within Russia [9][10] - The lack of accessible navigation tools has made it challenging for visitors to navigate cities, necessitating alternative methods for finding directions [11] Group 5: Local Business Adaptation - Local businesses have begun to adapt to the influx of Chinese tourists, with some entrepreneurs shifting focus from tourism to business events during the pandemic and conflict periods [15] - The reintroduction of Chinese tourists has revitalized the local tourism market, with increased demand for guided tours and related services [15]

Group 1 - The Russian government has implemented a visa-free entry policy for Chinese citizens holding ordinary passports, allowing a single stay of up to 30 days, effective from December 1, 2025, until September 14, 2026, aimed at promoting tourism and business activities [1] - The Russian Ministry of Economic Development anticipates that the number of Chinese tourists will exceed 2 million in 2026, with a target of reaching 5.5 million by 2030 due to the visa-free policy [3] - Following the announcement of the visa-free policy, there was a significant increase in interest for travel to Russia, with flight search volume increasing by over 800% and booking volume rising by nearly 500% within an hour [14] Group 2 - The cost of traveling in Russia has risen significantly, with average expenses for a trip reaching around 10,000 RMB per person, excluding accommodation and meals [3] - Prices for activities such as ballet performances and ice floating experiences have surged, with tickets for major theaters during the New Year period reaching around 2,000 RMB, comparable to the highest concert ticket prices in China [6] - The ongoing conflict in Ukraine has led to inflation and increased living costs in Russia, affecting both locals and tourists, with essential goods and services experiencing price hikes [7][8] Group 3 - Tourists face challenges in Russia due to the unavailability of major credit cards like Visa and MasterCard, necessitating cash transactions in rubles or Chinese yuan [8] - Communication issues arise for visitors, as foreign SIM cards are restricted, and navigation apps are unreliable due to the conflict, complicating travel logistics [10][11] - The presence of Chinese tourists is becoming more prominent in Russia, with local businesses adapting to cater to the renewed interest in tourism following the visa-free policy [15]

2026年的中国车市，没有迎来预想中的"开门红"。 智通财经记者近期走访北京重点商圈的多家汽车销售门店，一线销售人员普遍反映，尽管店内客流平 稳，但真正下单的消费者并不多；热销车型的交付周期大幅缩短，连此前需要排队等待的爆款车型也开 始感受到市场寒意。 与一线市场反馈一致，乘联会公布的最新数据显示，2026年1月1日至11日，全国乘用车市场零售32.8万 辆，同比去年1月同期下降32%，较上月同期下降42%；而批发数据同样不容乐观，同期，全国乘用车 厂商批发38.1万辆，同比去年1月同期下降40%。 2026年1月1日起，延续了十年的新能源汽车购置税全额免征政策，正式改为减半征收。政策调整的直接 后果，是购车成本的上升。以一辆20万元的左右车型为例，政策调整后购车成本将增加约1万元。 补贴退坡的冲击远超预期。乘联会数据显示，新能源渗透率出现了明显回落。2026年1月1日至11日，全 国乘用车新能源零售渗透率为35.5%，新能源批发渗透率为43.9%，均低于2025年全年超过50%的平均水 平。 这意味着，即便是新能源"主赛道"，也未能躲过这轮销量寒冬。走访中，多位销售人员反映，同样的预 算，原本坚定选择新能源 ...

Core Viewpoint - The implementation of the new vehicle replacement subsidy policy in 2026 has disrupted the existing dynamics of the automotive market, leading to a significant impact on both the new and used car sectors [2][7]. Group 1: Policy Changes and Market Reactions - The new subsidy policy shifts from a fixed amount to a percentage-based calculation, offering 12% for scrapping old cars for new energy vehicles (maximum 20,000 yuan) and 8% for trade-ins (maximum 15,000 yuan) [2]. - Despite the potential savings of up to 35,000 yuan from combined subsidies and tax reductions, the market has not seen the expected surge in transactions, instead experiencing a period of stagnation [2][3]. - The initial increase in inquiries (40% rise) following the policy's announcement did not translate into sales, which fell by 15%, indicating a cautious consumer sentiment [3]. Group 2: Dealer Strategies and Market Dynamics - Dealers are adopting a conservative approach to acquiring used cars due to uncertainties surrounding the new policy, leading to a strategy of "quick turnover and strict inventory control" [3][6]. - The exit of speculative traders, who previously profited from arbitrage opportunities, has further contributed to the market's subdued atmosphere, with a 92% drop in the circulation of "zero-kilometer used cars" [4]. Group 3: Market Segmentation and Performance - There is a noticeable divergence in the used car market, with leading new energy brands like BYD and NIO experiencing growth, while lesser-known brands struggle to attract buyers [5][6]. - Traditional fuel vehicles remain the dominant segment due to their established demand, with prices for certain models increasing by 5%-8% as they become more desirable under the new subsidy framework [6]. - The average resale value for fuel vehicles is higher (52%) compared to pure electric vehicles (45%-50%), making them more appealing to consumers who are wary of new energy options [6]. Group 4: Long-term Implications - The current market downturn is viewed as a transitional phase, paving the way for a healthier industry structure where quality-focused dealers and established brands can thrive [7].