在中国汽车市场向电动化、智能化深度转型的浪潮中，传统合资品牌正经历前所未有的格局重构。曾 以"北现速度"缔造年销百万奇迹的北京现代，如今深陷市场份额萎缩、转型步伐滞后的困境。2025年三 季度销量数据的出炉，进一步凸显其发展压力，而新任总经理李凤刚的走马上任，为这家合资车企的突 围之路增添了新的变量。 中国证券报记者观察到，这是北京现代自2002年成立以来，首次由中国本土人才出任总经理一职。而在 此之前，北京现代的总经理通常是由现代汽车方面派驻韩国人担任，北汽则负责常务副总经理的任命。 随着李凤刚的加入，北京现代核心管理层形成了由董事长吴周涛、总经理李凤刚和常任副总经理李双双 三人组成的新高管阵容。 乘联会最新统计数据显示，2025年前9个月，北京现代累计终端销量仅为8.08万辆。尽管9月销量达 17871辆，实现同比增长8%、环比增长19%，且连续四个月实现销量攀升，但未能扭转整体颓势，前三 季度销量同比仍呈下滑态势。 这一成绩与历史巅峰形成鲜明反差。2016年，北京现代年销量高达114万辆，而到2024年，全年销量仅 为15.4万辆，不足巅峰期的七分之一；市场份额也从最高时的近5%持续萎缩至2025年前三 ...

在中国汽车市场向电动化、智能化深度转型的浪潮中，传统合资品牌正经历前所未有的格局重构。曾 以"北现速度"缔造年销百万奇迹的北京现代，如今深陷市场份额萎缩、转型步伐滞后的困境。2025年三 季度销量数据的出炉，进一步凸显其发展压力，而新任总经理李凤刚的走马上任，为这家合资车企的突 围之路增添了新的变量。 中国证券报记者观察到，这是北京现代自2002年成立以来，首次由中国本土人才出任总经理一职。而在 此之前，北京现代的总经理通常是由现代汽车方面派驻韩国人担任，北汽则负责常务副总经理的任命。 随着李凤刚的加入，北京现代核心管理层形成了由董事长吴周涛、总经理李凤刚和常任副总经理李双双 三人组成的新高管阵容。 ● 龚梦泽 熊永红 销量与体系双重承压 中国乘用车市场的竞争力度持续升级，新能源车型的快速渗透与自主品牌的崛起，正在加速市场洗牌。 北京现代的市场表现从曾经的头部阵营逐渐边缘化，成为传统合资品牌转型阵痛的典型样本。 乘联会最新统计数据显示，2025年前9个月，北京现代累计终端销量仅为8.08万辆。尽管9月销量达 17871辆，实现同比增长8%、环比增长19%，且连续四个月实现销量攀升，但未能扭转整体颓势，前三 季 ...

Core Viewpoint - BYD has initiated a significant price reduction for its electric vehicles (EVs) in Japan, aiming to expand its market share amid challenges in the Chinese market [4][5][9]. Group 1: Price Reduction Details - The price reduction ranges from 500,000 to 1,170,000 Japanese yen (approximately 24,200 to 56,700 Chinese yuan) [5][7]. - The Dolphin model will become the cheapest EV in Japan, with a minimum price of 2,492,000 yen (approximately 120,700 yuan), undercutting Nissan's Sakura by 100,000 yen [7][8]. - The Seal model's four-wheel-drive version will see a price drop of 1,170,000 yen, bringing its price down to 4,550,000 yen (approximately 220,500 yuan) [7]. Group 2: Market Context and Strategy - BYD's sales in Japan from January to July increased by 50% year-on-year, reaching 1,936 units, indicating strong performance in a growing market [11]. - The company is responding to intensified competition in the Chinese market, where its growth has slowed, with a global new car sales increase of only 0.6% in July [9][11]. - The price cuts are part of a broader strategy to stimulate sales in Japan, where the EV market is expected to grow, especially with government subsidies potentially lowering the Dolphin's price to 1,490,000 yen (approximately 72,200 yuan) [8][11]. Group 3: Competitive Landscape - Other automakers, including Hyundai and Tesla, have also announced price reductions for their EVs in Japan, intensifying competition in the market [12][15]. - Hyundai's IONIQ 5 and KONA models have seen significant price cuts, with the IONIQ 5 reduced by 1,580,000 yen to 3,910,000 yen (approximately 189,400 yuan) [14]. - Japanese automakers are preparing to launch new EV models to counter the influx of competitively priced imported vehicles [16].