"新国补"政策出台后，各大车企在2026年1月1日密集推出了促销政策，包括限时补贴新能源汽车车辆购 置税、"0息"金融政策、现金优惠、直降等。据不完全统计，目前已有十余个汽车品牌发布1月限时促销 政策，涉及70多款车型。 2026年元旦假期，在北京某商场的极氪汽车线下门店内，谭睿(化名)携家人正在看车，两个孩子围着车 辆打闹，父母则坐在后排体验。 "家里需要置换新车，我们一直在等'新国补'(2026年汽车报废更新和置换更新补贴)确定。'新国补'在 2025年年底发布，我们就趁2026年元旦假期一起过来看看车。"谭睿在接受《每日经济新闻》记者采访 时表示。 记者实地走访北京多个汽车品牌线下门店发现，与谭睿有同样需求的消费者不在少数。"'新国补'政策 在元旦前发布，加上现在是假期，我们门店的单日客流量已过千。"一位极氪汽车销售人员告诉记者， 门店销售员从早9点上班忙到晚上8点，都没时间吃午餐和晚餐。 一位小米汽车销售人员则向记者介绍称，小米汽车虽没有车辆购置税补贴政策，但店内YU7有"3年0 息"金融政策，用户在2026年2月28日24点前下订YU7，即可享受首付7.49万元起，月供低至4961元的全 新政策。 ...

Core Viewpoint - The article discusses the impact of the new electric vehicle (EV) purchase tax policy and subsidy changes in 2026, highlighting how these changes are prompting car manufacturers to increase promotions to attract buyers during the New Year period [3]. Group 1: Policy Changes - Starting in 2026, the EV purchase tax incentive has been reduced from full exemption to a 50% reduction (5% tax rate) [3][5]. - The "Two New" policy has shifted from fixed subsidies to a percentage-based subsidy based on vehicle price, although the maximum subsidy remains unchanged [3][5]. - The new purchase tax policy is expected to increase the cost of purchasing EVs, with the tax for a vehicle priced at 31.98 million yuan being approximately 14,200 yuan [11]. Group 2: Market Response - Car manufacturers are ramping up promotions to attract hesitant buyers, with many offering cash discounts and trade-in subsidies [5][6]. - For example, Xiaopeng Motors is offering a cash discount of 3,000 yuan and a trade-in subsidy of 3,000 yuan, totaling around 6,000 yuan in discounts [5]. - Li Auto has different discount policies for various models, with the L6 model seeing a price drop of 38,000 yuan [6]. Group 3: Consumer Behavior - There has been an increase in consumer inquiries and test drives during the New Year period, indicating heightened interest due to the policy changes [4][5]. - Many consumers are still in a wait-and-see mode, comparing different brands' promotions before making a purchase decision [6][8]. - Despite the increased costs from the new tax, many consumers are still purchasing vehicles, as seen in the sales performance of brands like NIO and Hongmeng Zhixing [8][11]. Group 4: Sales Performance - NIO's sales during the New Year period were robust, with reports of high foot traffic and test drive requests [7][8]. - In Guangzhou, a store sold over 10 units of the new Aion model in a single day, demonstrating strong demand despite the new tax [11]. - Overall, the article indicates that while the new tax has raised costs, many brands are successfully maintaining sales momentum through strategic promotions and consumer engagement [9][11].

Core Insights - The new policy for electric vehicle (EV) purchase tax has been implemented in 2026, reducing the previous full exemption to a 50% reduction, resulting in a 5% tax rate for consumers [2][4] - The subsidy policy has shifted from fixed amounts to a percentage of the vehicle price, although the maximum subsidy remains unchanged, leading to a decrease in support for lower-priced models [2][4] Group 1: Market Reactions - Car manufacturers and dealerships are increasing promotional efforts to attract hesitant buyers, aiming for a strong start to the 2026 market [2][3] - During the New Year holiday, there was a notable increase in customer inquiries and test drives, with sales staff working in larger numbers to accommodate demand [3][5] - Many dealerships are advertising their sales achievements to draw in more customers, with some offering cash discounts and trade-in subsidies [3][4] Group 2: Specific Company Strategies - Li Auto is offering varying discounts based on model, with significant reductions for popular models like the L6 and L7 [4] - NIO and other new energy brands are implementing "bottom line" measures to offset the increased purchase tax, such as cash subsidies and price reductions [6][7] - Tesla has not introduced any compensatory measures for the new tax policy but continues to see strong customer interest and sales [7] Group 3: Sales Performance - Some dealerships reported high sales volumes during the holiday, with one store selling over 10 new energy vehicles in a single day [8][9] - Despite the increased costs from the new tax, many brands are still experiencing robust sales, indicating strong market demand [8][9] - The introduction of new models and promotional strategies is expected to maintain consumer interest and sales momentum in the coming months [10][11]

"试驾排到凌晨一两点，"1月3日，上海五角场商圈蔚来门店销售向第一财经记者表示。在元旦假期的最 后一天，该蔚来门店依旧客流旺盛，试驾需求火爆。 上海五角场商圈蔚来门店，摄影：莫一格 极氪门店销售也表示，为应对新能源汽车购置税政策的变化，极氪推出了直接的车价减免方案，"比如 说你交8000元的税，我们直接给你减7000元。" 鸿蒙智行针对部分车型也推出了限时现金优惠，比如针对原价24.98万元的智界R7，推出了车价立减 5000元的元旦限时活动。 小米汽车销售称，受2026年新能源汽车购置税政策影响，车辆落地价确实有所上涨。小米汽车的主要应 对策略是推出更具吸引力的金融政策，特别是针对SUV车型的三年免息或五年低息方案。 据不完全统计，截至2025年12月底，提供购置税"兜底"政策的车企数量已超过20家，包括理想、蔚来、 鸿蒙智行、奇瑞、极氪、智己、长安等，几乎覆盖新能源汽车市场的主要玩家。 特斯拉是一个特例，作为新能源主流车企，但却没为今年的购置税新政推出任何"兜底"政策。以车价 23.55万元的Model 3为例，购置税约1万元，这部分均需消费者承担。但是特斯拉门店销售向记者表 示，这并没有改变其所在门店的 ...

Group 1 - The core viewpoint of the article highlights the strong performance of various electric vehicle manufacturers in November, showcasing significant sales growth and market competition as the year comes to a close [1][7][8]. Group 2 - BYD sold 474,921 passenger vehicles in November, with a total of over 4.18 million units sold in the first 11 months of the year, maintaining a leading position in the new energy sector [2][7]. - Geely's November sales reached 310,428 units, with 187,798 units being new energy vehicles, marking a continuous growth trend for nine months [8][13]. - SAIC-GM-Wuling achieved 161,726 total sales in November, with 118,726 units being new energy vehicles, driven by the popularity of the Hongguang MINI EV family [14][16]. - Chery sold 255,809 vehicles in November, with 110,017 being new energy vehicles, indicating a strong commitment to the new energy market [18][20]. - Hongmeng Zhixing delivered 81,864 units in November, benefiting from strong demand for its models and technological advancements [21][23]. - Leap Motor delivered 70,327 units in November, with a focus on self-research and a diverse product line [25]. - Great Wall Motors sold 133,216 vehicles in November, with 40,113 being new energy vehicles, showing significant growth in the new energy segment [26][29]. - Xiaomi's sales exceeded 40,000 units in November, with expectations for further growth as production capacity improves [30][32]. - XPeng Motors delivered 36,728 units in November, with a year-to-date growth of 156% [34]. - NIO delivered 36,275 units in November, with notable performance from its various brands [38]. - Li Auto delivered 33,181 units in November, facing competitive pressures but maintaining a positive outlook [40]. - Deep Blue Automotive achieved 33,060 global deliveries in November, with strong performance from its S05 model [42]. - BAIC New Energy sold 32,328 units in November, with a focus on increasing its annual sales [43][46]. - Lantu Automotive delivered 20,005 units in November, marking a significant milestone for the brand [47][48]. - Bestune sold 19,520 vehicles in November, with a strong focus on appealing to younger consumers [49][51]. - Avita achieved a record high of 14,057 units in November, reflecting significant progress and future market potential [52]. - Zhiji Automotive delivered 13,577 units in November, expanding its product offerings while maintaining a focus on electric vehicles [55]. - Jishi Automotive saw a steady increase in sales, particularly in international markets, indicating a successful product strategy [57].

Core Viewpoint - The new energy vehicle market is experiencing varied delivery performances among different manufacturers in November, with some companies showing growth while others face declines in delivery numbers [1][2]. Group 1: Delivery Performance - Leap Motor achieved a record delivery of 70,327 units in November, marking a 75.08% year-on-year increase and a slight 0.05% month-on-month growth, continuing its growth trend for nine consecutive months [2][3]. - Xpeng Motors delivered 36,728 units, reflecting an 18.88% year-on-year increase but a 12.58% month-on-month decline, marking its first monthly drop in six months [3][4]. - NIO delivered 36,275 units, a 76.31% year-on-year increase, but a 10.20% month-on-month decrease, with a strong performance from its new ES8 model expected to boost December deliveries [3][4]. - Li Auto's deliveries were 33,181 units, showing a 31.92% year-on-year decline, continuing a trend of six months of year-on-year decreases [4][5]. Group 2: Future Projections and Strategies - Leap Motor aims to achieve a sales target of 1 million units by 2026, having already completed its annual target of 500,000 units 45 days ahead of schedule [2][3]. - Xpeng Motors is expanding its overseas market presence, with a 95% year-on-year increase in overseas deliveries, totaling 39,773 units from January to November [3][4]. - NIO has set a quarterly delivery guidance of 120,000 to 125,000 units, indicating a need for over 43,000 units in December to meet its targets [4]. - Li Auto is focusing on enhancing its long-term competitiveness through organizational, product, and technological improvements, with a strategic goal to regain its leading position in range-extended products by 2026 [5].

Core Insights - The pre-sale model is becoming a standard practice in the automotive industry, serving as a crucial strategy for companies to achieve annual sales targets as new car launches surge towards the end of the year [2] - While the pre-sale model offers significant advantages, it also poses risks that can disrupt market order and damage brand reputation, highlighting its "double-edged sword" effect in an increasingly competitive environment [2][6] Group 1: Advantages of Pre-sale Model - The pre-sale model empowers both companies and consumers, acting as a bridge between market demand and production supply, allowing for more precise production planning based on locked-in order data [3] - Marketing strategies such as limited-time discounts and priority delivery during the pre-sale phase can rapidly increase market attention and brand awareness, as demonstrated by NIO's Firefly brand, which saw a 20% price reduction leading to a surge in orders [3][4] - Pre-sale data provides critical insights for product strategy adjustments, enabling companies to optimize pricing and configurations based on market feedback before official delivery [4] Group 2: Risks Associated with Pre-sale Model - The industry has seen issues such as data inflation, where companies misrepresent refundable deposits as actual orders, leading to a significant discrepancy between order totals and actual sales [6] - Delivery delays and discrepancies between advertised and actual vehicle specifications have become major consumer complaints, exacerbated by supply chain issues and production capacity constraints [6][7] - Over-marketing and price wars have intensified irrational competition, with companies focusing on short-term gains rather than product quality, which can harm brand image and long-term sustainability [7] Group 3: Regulatory and Strategic Recommendations - The industry needs to establish a robust regulatory framework to enhance transparency and accountability in pre-sale activities, including penalties for misleading practices [9] - Companies should adopt differentiated pre-sale strategies that emphasize unique features and customer satisfaction rather than solely competing on price, as seen with NIO's focus on safety and personalized services [9] - Improving fulfillment capabilities and service quality is essential for the long-term success of the pre-sale model, requiring companies to assess production and supply chain risks adequately [9][10]

Core Insights - The 2025 Guangzhou International Auto Show opened on November 21, showcasing 1,085 vehicles, including 93 global and domestic debuts, with 629 being new energy vehicles, highlighting their dominance in the market [1] Group 1: Industry Trends - The scale of this year's auto show has contracted compared to 2024, with the number of exhibition halls reduced from 16 to 14, indicating current industry pressures [1] - The auto show serves as a significant platform for automakers to showcase their annual achievements and forecast market trends for the upcoming year [1] Group 2: Company Achievements - Xiaomi Auto announced the production of its 500,000th vehicle in just 602 days, setting a record for the fastest achievement among global new energy vehicle brands [2] - XPeng Motors celebrated the production of its 1,000,000th vehicle, achieving a 190% year-on-year increase in deliveries from January to October, with significant growth in overseas markets [3] - Seres announced cumulative deliveries of over 900,000 vehicles and introduced its "Seres Magic Cube Technology Platform 2.0" at the show [3] - NIO's small car "Firefly" reached 30,000 deliveries within six months, indicating strong market performance in its segment [3] - Lynk & Co reported 50,000 deliveries of its flagship model Lynk 900 within six months, ranking among the top three in high-end hybrid SUV sales [4] Group 3: Technological Innovations - Automakers are shifting focus from price competition to technological advancements, with several brands unveiling key technology strategies at the auto show [5] - Dongfeng Nissan launched the "Tiida" model equipped with HarmonyOS, marking it as the only fuel vehicle with this feature in the market [5] - GAC Toyota introduced the "Toyota Platinum 7," developed by a local team, integrating multiple high-tech features and a unique warranty policy to alleviate consumer concerns [5] - BMW made advanced driver assistance features standard across its X5 model, enhancing its competitive edge [6] - Leap Motor introduced the A10 model, aiming to provide high-end features at an entry-level price point [6] - MG unveiled the world's first mass-produced semi-solid-state battery vehicle, the MG4, set to start deliveries in December, marking a significant technological milestone [6] Group 4: Market Outlook - The auto show indicates a potential surge in the MPV market in 2026, with several brands launching new MPV models aimed at high-end experiences [7][8] - The upcoming adjustment in the new energy vehicle purchase tax policy, effective January 1, 2026, is expected to impact sales strategies, with many automakers offering cross-year subsidy plans [8] - The China Passenger Car Association forecasts a retail volume of approximately 2.25 million passenger vehicles for November, a year-on-year decrease of 8.7%, while new energy vehicle sales are expected to grow by 6.5% [9]

这是受到斯特兰蒂斯集团支持的中国车企新推出的一款电动汽车，它在成人和儿童保护方面都获得令人 印象深刻的93%优异得分，并在安全辅助类别中获得85%的高分，被该协会授予五星安全评级（即最高 评级——编者注）。这批新测试的车还包括沃尔沃EX90，但其排名低于零跑B10，从中可以看出汽车安 全领域格局已发生巨变，中国车企取得了跨越式进步。 来源：环球时报 美国"电动汽车资讯"网11月20日文章，原题：目前欧洲市场上最安全的汽车是来自中国的电动汽车 副 题：特斯拉Model 3依然被评为在欧洲销售的最安全汽车，但它同样主要产自中国，紧随其后的大多为 中国本土品牌汽车 快速浏览欧洲新车安全评鉴协会排名，你将会得出一个可能令人震惊的结论：目前 在欧洲市场上出售的大多数最安全汽车都来自中国车企。该协会最近公布包括23款新车在内的新一批测 试结果，其中最安全的车型是一款来自中国的紧凑型SUV：零跑B10。 在欧洲新车安全评鉴协会2025年总排名中，主要在中国制造的特斯拉Model 3依然位居榜首，尽管其乘 员保护得分仅90%，但该车型在其他安全类别中表现出色。获得第二名的是蔚来萤火虫，该车高达96% 的乘员保护得分创下欧洲新 ...

Core Viewpoint - Recent reports from NIO Firefly vehicle owners indicate an issue with "powder spraying" when using the air conditioning, raising concerns about air quality inside the vehicle [4][5][7]. Group 1: Issue Description - Multiple NIO Firefly owners have reported a phenomenon where fine particles resembling aluminum dust are emitted from the air conditioning system, particularly noticeable under certain temperature conditions [4][5]. - One owner described the appearance of small fragments that could be easily crushed, raising concerns about potential health risks from inhalation [5]. Group 2: Company Response - NIO's Firefly brand representatives confirmed the issue, attributing it to the generation of trace amounts of aluminum oxide from the heater surface, which is deemed stable and harmless [7]. - The company has established a dedicated service channel for affected customers, offering free comprehensive inspections and cleaning of the air conditioning system, as well as free replacement of any necessary components [7].