不久前，吉利汽车收购沈阳原上汽通用北盛工厂，该工厂经改造后将生产银河品牌车型。除此之 外，有行业报道称，储能企业楚能新能源即将接盘威马汽车黄冈工厂。楚能新能源方面向经济观察 报表示，"这目前属于没有官宣确认的事，但我们如果造车也不奇怪。" 随着汽车市场竞争格局变迁，汽车产能从合资车企转向自主车 企的大转手，已经上演。 作者：周信 封图：图虫创意 在汽车行业竞争中，一些急需新产能的汽车厂家，往往会通过托管、收购其他厂家的工厂，来补足 自身的生产能力。这一现象今年在汽车行业大面积上演。 近日，北京现代重庆工厂被长安汽车接手，现已改为深蓝汽车生产线。对此，深蓝汽车向经济观察 报表示："的确如此，10月下旬就正式换标了，但目前还未投入使用。" 这一轮产能"大挪移"的背后，反映的是汽车市场竞争格局的此消彼长，同时也是在汽车行业产能 结构性过剩的背景下，各地执行"存量优化"政策的写照。 500万辆目标的催动 吉利收购上汽通用北盛工厂及长安收购北京现代重庆工厂，背后直指这两家自主车企集团"500万 辆"的宏伟目标。 在四五年前，很多自主品牌车企由于竞争力不佳退出市场，留下了众多闲置产能，其中一些被头部 自主车企、造车新势力 ...

在汽车行业竞争中，一些急需新产能的汽车厂家，往往会通过托管、收购其他厂家的工厂，来补足自身的生产能力。这一现象今年在汽车行业大面积上演。 近日，北京现代重庆工厂被长安汽车接手，现已改为深蓝汽车生产线。对此，深蓝汽车向经济观察报表示："的确如此，10月下旬就正式换标了，但目前还 未投入使用。" 不久前，吉利汽车收购沈阳原上汽通用北盛工厂，该工厂经改造后将生产银河品牌车型。除此之外，有行业报道称，储能企业楚能新能源即将接盘威马汽车 黄冈工厂。楚能新能源方面向经济观察报表示，"这目前属于没有官宣确认的事，但我们如果造车也不奇怪。" 在四五年前，很多自主品牌车企由于竞争力不佳退出市场，留下了众多闲置产能，其中一些被头部自主车企、造车新势力等企业接盘。而今天，产能闲置的 主角变成了合资车企。今年来，已有日产、神龙汽车的产能被东风自主品牌接手。 这一轮产能"大挪移"的背后，反映的是汽车市场竞争格局的此消彼长，同时也是在汽车行业产能结构性过剩的背景下，各地执行"存量优化"政策的写照。 500万辆目标的催动 吉利收购上汽通用北盛工厂及长安收购北京现代重庆工厂，背后直指这两家自主车企集团"500万辆"的宏伟目标。 2025年1 ...

Core Viewpoint - The article discusses the potential transformation of the high-end MPV market in China, highlighting the entry of Hongmeng Zhixing with its upcoming "9 Series flagship" MPV, which aims to redefine the segment through advanced technology and user-centric design [2][22]. Market Context - The MPV market in China has seen limited growth, with a market share of less than 5%, and a total sales volume of 867,000 units from January to October 2025, reflecting a year-on-year growth of only 2.1%, significantly lower than the overall passenger vehicle market [6][12]. - The demand for MPVs is driven by changing family structures and business needs, yet the market remains fragmented with no single brand dominating [17][21]. Pain Points in the MPV Market - The article identifies three fundamental pain points in the MPV market: 1. Space equality, addressing the discomfort of third-row passengers [8]. 2. Role balance, allowing for a seamless transition between driving and riding experiences [9]. 3. Intelligent scenario adaptation, ensuring that smart features cater to the complex needs of multiple passengers [10][20]. Hongmeng Zhixing's Strategy - Hongmeng Zhixing aims to leverage its expertise in high-end technology and product experience to create a high-end intelligent MPV that meets the needs of Chinese consumers [5][10]. - The upcoming 9 Series MPV is positioned to fill a gap in the product matrix, completing Hongmeng Zhixing's offerings from sedans to SUVs and now MPVs [9][18]. Competitive Positioning - The anticipated price range for the 9 Series flagship MPV is between 450,000 to 550,000 CNY, strategically placed to compete with both established luxury brands and emerging players in the market [12][15]. - The vehicle is expected to offer a luxurious experience without the traditional brand premium, thus appealing to consumers seeking value [13][15]. Technological Innovations - The 9 Series MPV is expected to incorporate advanced features such as a flat battery layout for improved seating comfort, high-end materials, and a sophisticated suspension system for a premium ride experience [13][14]. - The integration of HarmonyOS and smart driving technologies aims to enhance user experience, allowing the vehicle to adapt to different scenarios throughout the day [14][18]. Market Implications - The introduction of the 9 Series MPV could redefine consumer expectations in the high-end MPV segment, pushing competitors to innovate beyond mere design updates [20][21]. - The article suggests that the success of the 9 Series MPV could lead to a broader acceptance of MPVs as a mainstream choice for families and businesses, potentially expanding the market [17][22].

腾势Z9GT、腾势Z9，搭载易三方、天神之眼B - 辅助驾驶激光版、AI智能座舱、云辇-A等技术。在车 展现场，腾势汽车还带来了腾势Z9GT《黑神话·悟空》联名痛车。 责任编辑：张恒星 MPV车型腾势D9即将迎来30万辆交付。腾势D9至尊版采用"紫气凌云"双色车身，配备太空舒适Air SPA 双零重力座椅、隐私声盾、帝瓦雷剧场级音响等超过200项配置；DM-i超级混动版搭载第五代DM技 术，综合续航达1100km，百公里馈电油耗5.85L；EV纯电版续航达620km，标配800V高压平台和双枪超 充技术。全系标配云辇智能车身控制系统和"天神之眼"辅助驾驶系统。 2026款腾势N9全系标配易三方、云辇-A、天神之眼 B - 辅助驾驶激光版、插混专用2.0T高效发动机等配 置，搭载定眩智能防晕车系统、车位到车位领航辅助等功能。 新浪科技讯 11月22日下午消息，2025广州车展期间，腾势汽车携腾势N8L、腾势D9、腾势N9、腾势Z9 双旗舰等全家族车型亮相。中国香港TVB最佳主持人、模特、演员黄翠如现身腾势展台，体验腾势D9 至尊版；腾势Z9GT《黑神话・悟空》痛车也展台亮相。 腾势N8L上市后首次亮相国际车展。 ...

Core Viewpoint - The 23rd Guangzhou International Auto Show showcases Tengshi Automobile's commitment to safety, luxury, and advanced technology in its new energy vehicle lineup, including the Tengshi N8L, D9, N9, and Z9 models [1][3][10]. Group 1: Product Highlights - Tengshi N8L features a robust safety design with 2000MPa hot-formed steel and hybrid CTB technology, capable of withstanding a 25-ton truck rollover [3]. - The N8L boasts impressive performance metrics, achieving 0-100 km/h in just 3.9 seconds and offering superior maneuverability with a minimum turning radius of 4.58 meters [3]. - The Tengshi D9 has reached a milestone of 300,000 deliveries and has been recognized as the top-selling MPV in China for two consecutive years, demonstrating strong market performance [4][6]. - The D9 is equipped with advanced features such as a hybrid system with a range of 1100 km and a fuel consumption of 5.85L per 100 km, showcasing its efficiency [8]. - The Tengshi Z9GT and Z9 models incorporate cutting-edge technologies like AI smart cockpit and advanced driving assistance systems, appealing to a tech-savvy audience [10][11]. Group 2: Market Position and Strategy - Tengshi D9 has become synonymous with luxury and has been embraced by high-profile individuals, enhancing its brand image [6]. - The company is expanding its global footprint, with plans to enter the South American market by launching in Brazil, following successful entries in Europe [13]. - The presence of Tengshi vehicles at international events, such as the Goodwood Festival of Speed, highlights the brand's growing recognition and appeal in global markets [10].

周信 在汽车行业竞争中，一些急需新产能的汽车厂家，往往会通过托管、收购其他厂家的工厂，来补足自身 的生产能力。这一现象今年在汽车行业大面积上演。 近日，北京现代重庆工厂被长安汽车接手，现已改为深蓝汽车生产线。对此，深蓝汽车向经济观察报表 示："的确如此，10月下旬就正式换标了，但目前还未投入使用。" 不久前，吉利汽车收购沈阳原上汽通用北盛工厂，该工厂经改造后将生产银河品牌车型。除此之外，有 行业报道称，储能企业楚能新能源即将接盘威马汽车黄冈工厂。楚能新能源方面向经济观察报表 示，"这目前属于没有官宣确认的事，但我们如果造车也不奇怪。" 在四五年前，很多自主品牌车企由于竞争力不佳退出市场，留下了众多闲置产能，其中一些被头部自主 车企、造车新势力等企业接盘。而今天，产能闲置的主角变成了合资车企。今年来，已有日产、神龙汽 车的产能被东风自主品牌接手。 这一轮产能"大挪移"的背后，反映的是汽车市场竞争格局的此消彼长，同时也是在汽车行业产能结构性 过剩的背景下，各地执行"存量优化"政策的写照。 2025年1月，吉利控股发布2030年愿景，制定了吉利未来三年战略目标，到2027年整车销量将超500万 辆。2025年4月， ...

Core Insights - The article highlights the rapid growth and increasing market acceptance of high-end MPVs in China, driven by their comfort, spaciousness, and suitability for various travel needs [2][14] - The domestic MPV market has shown significant growth, with a total of 878,597 units sold in the first three quarters of 2025, representing a year-on-year increase of 26.3% [3][14] Market Overview - In the first three quarters of 2025, the cumulative sales of domestic MPVs reached 879,000 units, with a year-on-year growth of 26.3%, and exports accounted for 57,000 units, up 16.7% [2][3] - The top 15 MPV models accounted for 78.5% of the market share, indicating a trend towards market concentration [3][4] Top Models Performance - The top-selling model, SAIC-GM Wuling Hongguang, achieved sales of 98,820 units, a staggering increase of 163.6% year-on-year [4][5] - Buick GL8 ranked second with sales of 88,239 units, reflecting a growth of 104.4% [4][6] - BYD's Tengshi D9, ranked third, sold 81,760 units, marking a modest increase of 2.9% [4][7] - The newly launched BYD Xia, positioned below Tengshi D9, sold 61,834 units, showcasing strong market entry [4][8] Emerging Trends - The article notes a shift towards hybrid and electric models, with the Buick GL8's PHEV sales surpassing those of traditional fuel vehicles, indicating a successful transition to new energy vehicles [6][7] - The increasing popularity of high-end MPVs is attributed to changing consumer preferences, particularly among younger families seeking comfort and versatility [14] Competitive Landscape - The competitive landscape is characterized by a mix of established brands and new entrants, with companies like GAC Toyota and Lantu Automotive also making significant strides in the MPV segment [9][10][11] - BYD is expanding its product lineup with models like the M9, aimed at international markets, further enhancing its competitive position [12] Future Outlook - The article concludes that the high-end MPV market is poised for rapid growth, driven by consumer demand for quality travel experiences and the increasing availability of new energy models [14]

Core Insights - BYD's high-end brand Tengshi officially launched the N8L model, priced at 299,800 yuan and 329,800 yuan for the two variants, which is a reduction of 20,000 yuan from the pre-sale price announced in late September, targeting the 300,000 yuan segment of the new energy large six-seat SUV market [2][3] Group 1: Product Positioning and Features - The N8L is a strategic model for Tengshi, complementing the N9 to form a flagship dual-star matrix, with the N8L focusing on the mainstream family market while the N9 targets the high-end business segment [3] - The N8L features a "Yisanfang" three-motor system, weighs 3 tons, and boasts performance enhancements such as a turning radius of only 4.58 meters due to its dual-chamber air suspension and intelligent road preview system [3] - The vehicle is equipped with the DiPilot300 advanced driver-assistance system and has a pure electric range of 230 km with a dedicated blade battery for plug-in hybrids [3] Group 2: Sales Performance and Market Challenges - Tengshi's sales heavily rely on the D9 model, which has contributed over 68% of the total sales of 108,800 units in 2023, indicating a lack of performance from other models [4][5] - The N7 model launched in 2023 has seen a drastic decline in sales, with only 98 units sold in September 2025, a 95% drop from its initial peak [7] - The N9 model also experienced a decline in sales after an initial strong performance, indicating a potential issue with sustaining momentum in the market [7] Group 3: Future Outlook and Production Plans - The launch of the N8L is part of Tengshi's strategy to strengthen its market position and diversify its product lineup, with plans for new models and a facelift for the D9 in the coming year [8][9] - The company has reported strong initial order interest for the N8L, leading to increased production efforts to meet demand [8][9]

Core Insights - BYD's high-end brand Tengshi officially launched the N8L model, priced at 299,800 yuan and 329,800 yuan for the two variants, which is a reduction of 20,000 yuan from the previously announced pre-sale price, targeting the 300,000 yuan segment of the new energy large six-seat SUV market [1][2] - The N8L is positioned as a family-oriented luxury SUV, complementing the N9 model, which targets the high-end business market, thus creating a full price range coverage for the brand [1][2] - The N8L features a "Yisanfang" three-motor system, weighs 3 tons, and boasts advanced performance features such as a turning radius of only 4.58 meters and a pure electric range of 230 km [1][2] Market Positioning - The N8L's launch marks a critical transition for Tengshi from a "single product" strategy to a "multi-line" approach, aiming to diversify its product offerings [2][4] - The D9 model has been a significant sales driver for Tengshi, achieving over 68% of the total sales of 108,800 units in 2023, but the brand's reliance on this single model poses risks as other models, like the N7 and N8, have underperformed in the market [2][5] - The N7 model has seen a drastic decline in sales, with only 98 units sold in September 2023, down 95% from its initial peak [2][3] Competitive Landscape - The competition in the new energy large six-seat SUV segment is intensifying, with several heavyweight models like Li Auto's i8 and Lynk & Co's 900 entering the market, making it increasingly challenging for the N8L to gain traction [5] - Despite the competitive environment, there has been strong consumer interest in the N8L, leading to a temporary crash of the official reservation platform due to high demand [5] Future Outlook - Tengshi plans to ramp up production to meet the anticipated demand for the N8L, with a commitment to 24-hour, three-shift operations to ensure quality and expedite delivery [5] - The company is set to introduce new models in the coming year, including a facelift for the D9 and new offerings such as a large five-seat SUV and an updated N8, indicating a robust product pipeline [5]

Core Insights - The Tengshi N8L has officially launched with a price range of 299,800 to 329,800 yuan, which is 20,000 yuan lower than the pre-sale price, and has received 15,000 pre-sale orders [1] Group 1: Product Features - The Tengshi N8L is positioned as a "large six-seat luxury SUV" focusing on family needs, featuring a length of 5.2 meters and a spacious interior area of 6.11 m² [1] - It is equipped with a 2.0T engine and a three-motor system, achieving a 0-100 km/h acceleration in 3.9 seconds, with a blade battery supporting 230 km of pure electric range and 1,300 km of comprehensive range [1] - Safety features include a 2000 MPa hot-formed steel body and nine airbags, while smart configurations encompass DiPilot 300 for assisted driving and a home-vehicle interconnected ecosystem [1] Group 2: Market Context - The market for large six-seat SUVs priced between 300,000 and 450,000 yuan is highly competitive, with a projected year-on-year sales growth of 34.2% in 2024, and domestic brands holding an 80.1% market share [1] - The Tengshi N8L aims to differentiate itself with a combination of plug-in hybrid technology and luxury features, addressing the competitive landscape [1] - The launch of the N8L is significant for Tengshi, as previously 65% of its sales were reliant on the MPV model D9, and the N8L will complement the upcoming N9 model, enhancing the SUV product line [1]