本以为 "多生孩子好打架" 是主流品牌的内卷套路，没想到超豪华品牌也玩起了这套。 据"36氪汽车"报道，尊界品牌明年将推出 SUV 和 MPV 车型，且两款车均提供标轴、长轴版本，尊界 S800 还会追加高定版（高级定制版）车型。 算上现款尊界 S800，明年尊界的产品矩阵将扩充至三款系列、六款车型。 报道进一步指出，计划推出的 SUV 和 MPV 在定位上会略低于尊界 S800，但还是会面向高端市场。 图源：电车通摄制 根据上述信息，我们不难梳理出三大关键动向： 超豪华品牌本质上经营的是"影响力生意"，"密集推新"未必等于稳赢。尊界明年以六款车型强攻市场，在电车通看来，这场激进的布局，既承载着重塑超豪 华市场格局的野望，也面临着品牌能否支撑全线溢价的现实考验。 尊界加速扩张，技术、产能、资金兜底 尊界一年内连推五款新车的"激进"策略，绝非盲目自信，其背后是首款车型 S800 打下的坚实市场基础。 定价 70.8 万元起的尊界 S800，上市 175 天大定突破 18000 辆，10 月单月交付就达 1970 辆，相当于同价位蔚来ET9的十倍以上，早已超越了迈巴赫 S 级、 保时捷 Panamera 等传统豪 ...

Core Insights - The Guangzhou International Auto Show this year is notably quieter, with fewer new product launches and a shift in focus towards sales-driven strategies rather than showcasing innovative technologies and new models [1][14] - The trend of introducing limited editions and minor updates to existing models is prevalent, as companies aim to stimulate short-term sales and extend product lifecycles [1][4] Group 1: Market Trends - A total of 93 new cars were unveiled at the Guangzhou Auto Show, which is higher than the previous years, but many are merely facelifts or special editions rather than entirely new models [1] - Companies are increasingly adopting sales-oriented strategies, such as limited-time price reductions and promotional offers, to boost sales during the year-end push [4][12] Group 2: Product Strategies - NIO launched a special edition of its luxury model ET9, featuring new paint colors and exclusive wheel designs, priced from 818,000 yuan, reflecting a strategy to enhance profit margins on existing models [2] - Lynk & Co implemented a price reduction strategy for its Z20 model, aiming to regain consumer interest and extend the vehicle's market presence [4] Group 3: Technological Developments - The auto industry is witnessing a shift towards dual-power systems, with companies like Aion and Geely introducing range-extended versions of their electric vehicles to cater to market demands [5][8] - Traditional automakers are increasingly integrating smart technologies into their vehicles, collaborating with tech companies like Huawei to enhance their offerings [11] Group 4: Consumer Engagement - Companies are leveraging collaborations with popular entertainment IPs to attract consumer attention and drive foot traffic at the auto show, indicating a more pragmatic approach in a competitive market [12][14] - The focus on emotional purchasing motivations through limited editions and promotional events reflects the industry's need to connect directly with consumers [14]

Core Insights - The Chinese automotive industry is transitioning from "quantity leadership" to "quality breakthroughs," with chassis technology becoming a key battleground for competition [1][3] - The future of Chinese electric vehicle chassis will focus on four main directions: high adaptability, high safety, high controllability, and high comfort [1][6] Industry Overview - China has been the world's largest automotive producer and seller for 15 consecutive years, but it still lags behind foreign giants in profitability and technological value [3] - In 2024, Toyota's net profit is projected to be three times that of the combined profits of China's seven most profitable car companies, highlighting the challenges faced by the Chinese automotive industry [3] Technological Challenges - Core components of traditional vehicles, particularly engines, transmissions, and chassis systems, have long been dominated by international giants like Bosch and ZF, creating high technical barriers [3][4] - The traditional chassis design is incompatible with the structure and control logic of electric vehicles, necessitating a complete redesign and integration [4] Technological Innovations - "Drive-by-wire" technology is emerging as a core focus for chassis evolution, enhancing vehicle response speed and control precision while providing reliable execution for intelligent driving systems [4][5] - The chassis accounts for over 70% of the total vehicle cost, making it a critical factor for product competitiveness and profit margins [4] Domestic Progress - Chinese companies have made significant advancements in niche areas such as intelligent suspension and steer-by-wire systems, with companies like Baolong Technology and Konghui Technology gaining market share [5] - NIO's ET9 has become the first mass-produced vehicle in China to feature a steer-by-wire system, indicating China's capability in high-end chassis technology [5] Future Outlook - The electronic mechanical brake (EMB) system is expected to achieve mass production by 2026, presenting an opportunity for China to potentially lead in this area [6] - The Chinese government has prioritized "new chassis architecture" as a key technology, promoting domestic innovation in chassis technology [6] - The future development of Chinese electric vehicle chassis will aim for a new architecture characterized by flexibility, sensitivity, stability, and adaptability, with a goal to transition from a "quantity powerhouse" to a "technology powerhouse" in the automotive sector [6]

最近看到一句颇具黑色幽默的调侃："劳斯莱斯设计师如果来中国打工，怕是连试用期都过不了，因为竞品太多了。" 满街"库里南"，国产豪车集体老登化 所谓"老登"，在网络语境中泛指那些有一定社会地位、财富积累和家庭责任的中年男性。他们需要一辆既能彰显成就，又不失稳重体面的座驾。 劳斯莱斯式的方正设计，正好满足了这一群体对"权威感"和"地位感"的心理需求。圆润流线的造型可能更具科技感，但方正威严的线条更能传递权力与稳固 的视觉信号。 事情源于岚图泰山、极氪9X等一批国产新能源车的集中亮相。这些售价40万—60万元的准旗舰们，不约而同地采用了相似的设计语言：方正魁梧的车身、 纵向镀铬饰条格栅、悬浮式车顶、宽大C柱，以及那股子不怒自威的"庄严感"，简单来说，就是模仿劳斯莱斯。 图源：岚图 网友们给这种风格起了个外号——"老登审美"，并戏称岚图泰山为"武汉库里南"，极氪9X为"杭州湾库里南"。 耐人寻味的是，品牌并不排斥这种外号，甚至宣传上也有意无意地往这个方向靠拢，就像手机圈某些品牌强调"果味十足"一样。与以往不同的是，这波"致 敬"劳斯莱斯的主角并非小车企的山寨产品，而是主流品牌的集体选择。为什么头部品牌不约而同拥抱"老 ...

Core Insights - Chinese vehicles are becoming the benchmark for automotive R&D in India, surpassing European, Japanese, and American models in terms of disassembly and analysis [2] - The rapid development of Chinese automotive technology, particularly in electric vehicles, is establishing a new standard for the global automotive industry [2][5] Group 1: Market Position and Trends - China has become the largest producer and market for new energy vehicles (NEVs), with a market share of 24.4% in 2022, expected to grow further by 2025 [3] - Indian automotive companies are increasingly using Chinese models for benchmarking, indicating a shift in competitive standards [2] Group 2: Technological Advancements - Chinese automakers have made significant advancements in core technologies such as batteries, electric drive, and electric control, establishing a complete automotive supply chain [5][10] - The focus on consumer-centric design and user experience is a key factor in the success of Chinese vehicles [2] Group 3: Investment in R&D - Chinese NEV companies are investing unprecedented amounts in R&D, with total investments reaching 312.2 billion yuan in 2024, led by BYD with 54.2 billion yuan [8] - Xiaomi plans to invest 100 billion yuan over five years, with 30 billion yuan allocated for 2024 alone [9] Group 4: Industry Dependency - Indian electric vehicle manufacturers, despite promoting local production, still rely on Chinese suppliers for critical components such as batteries and electric motors [7]

Core Insights - Indian automotive manufacturers are increasingly using Chinese models as benchmarks for their vehicle development, shifting their focus from traditional markets like Europe, Japan, and the US [1][2] - Chinese automotive technology is recognized for its rapid development and consumer-centric design, setting new standards in the global automotive industry [1][2] Group 1: Benchmarking and Competitive Analysis - Indian automotive companies are dismantling and analyzing numerous Chinese vehicles to understand their success factors and technological trends [1] - Executives from Indian automotive firms acknowledge that their performance metrics are now increasingly aligned with those of Chinese manufacturers [1] Group 2: Technological Advancements - Chinese manufacturers emphasize consumer convenience and integrate software with hardware, differing from traditional automotive approaches [2] - The ability of Chinese automakers to offer high-end features at lower prices than Western or Japanese brands is highlighted, making luxury and high-tech experiences more accessible to consumers [2] Group 3: Performance Comparisons - Social media comparisons showcase the superior performance of Chinese vehicles, such as the NIO ET9, in handling and suspension systems compared to similar German luxury cars [2] - Research indicates that over the past decade, Chinese manufacturers have led in electric vehicle technology, which is now being adopted as a benchmark by Indian companies [2]

Core Insights - The event showcased Hefei's advancements in the automotive industry, particularly in electric vehicles and smart manufacturing, highlighting the city's role as a hub for innovation in China [3][4][6] Automotive Industry - The "Zun Jie" super factory, a collaboration between JAC Motors and Huawei, is recognized as a world-class smart factory, producing China's first ultra-luxury flagship sedan, the Zun Jie S800, with over 15,000 pre-orders in just four months [3][4] - NIO's second advanced manufacturing base utilizes cutting-edge technologies, allowing for a vehicle to be produced from order to completion in just 14 days, demonstrating a blend of mass production and customization [3][4] - Hefei's passenger car sales reached 174,700 units from January to July this year, marking a 9.58% year-on-year increase, with electric vehicle sales at 96,200 units, up 30.57% [4][6] Innovation and Technology - Hefei is positioned as a significant center for technological innovation, focusing on sectors such as new energy vehicles, quantum technology, artificial intelligence, and low-altitude economy [6][8] - The city has established a comprehensive innovation ecosystem, integrating research, development, and commercialization, which supports the growth of high-tech enterprises [7][8] Low-altitude Economy - Hefei is actively developing its low-altitude economy, with the launch of the EH216-S, the world's first fully certified electric vertical takeoff and landing aircraft, indicating a commitment to pioneering in this emerging sector [8] - The city has created a localized supply chain for drone development and operations, with over 300 companies involved in the industry, enhancing its position in the low-altitude economy [8]

Core Viewpoint - NIO's ET9 will feature a new "Jumping Escape Mode" designed for off-road conditions, set to launch with the Cedar 1.3.5 OTA update later this month [1] Group 1: Product Features - The "Jumping Escape Mode" is specifically designed for challenging terrains such as sand, mud, and deep snow [1] - The mode utilizes the vehicle's active suspension system to adjust the body height rapidly, optimizing wheel grip through vertical oscillation [1] - It also coordinates power output to assist the vehicle in escaping difficult situations [1]

Core Insights - The eighth China International Import Expo (CIIE) will take place from November 5 to 10, showcasing the automotive industry in Shanghai's Jiading District for the first time [2] - Jiading aims to establish itself as a world-class automotive industry center and a leading area for advanced autonomous driving, promoting both traditional and smart electric vehicles [2] Exhibition Overview - Jiading will feature a dedicated exhibition area of approximately 300 square meters, divided into four functional zones: reception area, international enterprise exhibition area, Jiading New Four Modernizations Innovation Laboratory, and government-enterprise meeting area [2] - The exhibition will utilize various formats such as vehicle displays, component arrays, digital screens, and interactive experiences to highlight Jiading's automotive ecosystem and innovation [2] Featured Companies and Innovations - NIO will showcase its new ET9 model, representing a decade of technological innovation and positioned as a smart electric flagship vehicle [3] - The Kalman brand will present its Zr model, designed for young users with a focus on futuristic and technological aesthetics [4] - Arkadia-life will display the P01 smart sofa, merging automotive design with home decor, showcasing cross-industry innovation [4] Future Innovations - The Jiading New Four Modernizations Innovation Laboratory will present cutting-edge products from six companies across various fields, emphasizing Jiading's innovation capabilities in electric, intelligent, connected, and shared vehicles [6] - Zhijing Technology will demonstrate its AI automotive design system, allowing users to create designs interactively [6] - Other exhibitors include companies focusing on high-performance sensors, sustainable materials, and innovative human-machine interaction solutions [7] Strategic Development - Jiading's strategic layout, referred to as "Two Cities and Two Districts," aims to enhance its comprehensive advantages in automotive, innovation, openness, and ecology, fostering a new high-quality development pattern [7]

Core Viewpoint - Xiaomi is restructuring its organization by establishing a new primary department, the Architecture Department, to focus on the next-generation technology framework for smart electric vehicles, directly reporting to Lei Jun, indicating a strong commitment to technological foresight and positioning in the automotive industry [4][6][15]. Group 1: Organizational Changes - The new Architecture Department will include key personnel from the R&D sector, such as the former head of vehicle development, Cui Qiang, and the former head of electric power, Wang Zhensuo, who will now lead vehicle development [5]. - This restructuring elevates the importance of technological strategy within Xiaomi, which is crucial for its long-term market positioning and competitive edge [6][15]. Group 2: Technological Strategy - The establishment of the Architecture Department reflects Xiaomi's intent to define its technological direction five to eight years in advance, which is essential for the survival and competitiveness of automotive companies [7][9]. - The automotive industry is experiencing rapid technological advancements, but there are underlying uncertainties, particularly in electric vehicle technologies, where companies like Xiaomi and BYD are competing on high-performance electric motors and battery technologies [10]. Group 3: Market Position and Performance - Xiaomi's automotive division, established in 2021, has faced a challenging market environment, particularly with the price wars expected in 2024. The company emphasizes its technological positioning to differentiate itself [17]. - The sales performance of Xiaomi's vehicles has been notable, with the cumulative sales of the SU7 surpassing 258,000 units and the YU7 delivering over 40,000 units within three months of launch, indicating a potential for quarterly profitability in the automotive business [18][19]. Group 4: Industry Trends and Competition - The automotive industry is experiencing intense competition, with companies under pressure to launch low-cost, high-competitiveness products in shorter cycles. This has led to a trend of product homogenization, where differentiation becomes challenging [21]. - In response to the rapid technological iterations, companies like Li Auto are pivoting towards artificial intelligence, indicating a shift in competitive strategies within the industry [22].