Core Insights - The article discusses the resurgence of range-extended electric vehicle (REEV) technology among joint venture and luxury brands, highlighting its potential to influence their future product strategies [1][8][39] - Companies like SAIC Volkswagen and GAC Toyota are set to introduce new vehicles utilizing REEV technology, while BMW and Mercedes-Benz are also considering entering this market [2][7][27] - The article reflects on the initial skepticism surrounding REEV technology, particularly during the early days of Li Auto, and contrasts it with the current renewed interest from established brands [6][22][39] Group 1: Industry Trends - The adoption of REEV technology is seen as a strategic pivot for traditional and luxury brands, which previously focused on pure electric and hydrogen technologies [8][22] - GAC Toyota's decision to implement REEV in models like the next-generation Highlander and Sienna indicates a shift towards more family-oriented vehicles [10][12] - The article notes that GAC Toyota's diverse powertrain options, including hybrid and hydrogen, make their move into REEV somewhat unexpected [9][10] Group 2: Company Strategies - SAIC Volkswagen's "Joint Venture 2.0" strategy emphasizes a collaborative approach, integrating local technology and consumer insights into product development [18][20] - The article highlights that the success of GAC Toyota's recent models is linked to their willingness to empower local teams, suggesting that this approach could enhance their competitiveness in the domestic market [17][21] - BMW's exploration of REEV technology for models like the sixth-generation X5 reflects a broader trend among luxury brands to reconsider their technological strategies in response to market demands [27][29] Group 3: Consumer Insights - The article emphasizes that consumer preferences in China are shifting towards vehicles that offer low energy consumption, convenient refueling options, and extended range, rather than a strict adherence to specific technologies [27][39] - Li Auto's focus on creating a "mobile home" experience for users illustrates the importance of addressing practical consumer needs in the design of electric vehicles [35][39] - The discussion around REEV technology serves as a litmus test for how well traditional brands can adapt to the evolving expectations of Chinese consumers [37][39]

Core Viewpoint - The mainstream joint venture automakers have shown a strong recovery in sales during the first half of the year, with notable growth in companies like FAW Toyota and SAIC Volkswagen, driven by the effectiveness of their "oil-electric integration" strategy [1][2]. Sales Performance - FAW Toyota sold 377,800 vehicles, a year-on-year increase of 16% - FAW-Volkswagen sold 436,100 vehicles, up 3.5% year-on-year - SAIC Volkswagen's sales reached 523,000 vehicles, a 2.3% increase - SAIC General sold 245,100 vehicles, marking an 8.64% growth - GAC Toyota achieved a total sales of 364,200 vehicles, showing positive growth [2]. Strategic Initiatives - The "oil-electric integration" strategy has helped stabilize the core market for fuel vehicles while accelerating the launch of competitive electric products [2][5]. - FAW-Volkswagen has implemented a three-step intelligent driving roadmap for fuel vehicles, aiming to enhance their competitiveness [3]. - GAC Toyota's flagship fuel vehicles, including Camry and Highlander, saw a total sales increase of 30% in the first half of the year [3]. Localization and R&D - Joint venture automakers are shifting their strategies from global technology import to local market dominance, with a focus on localized R&D [5][6]. - FAW Toyota's "RCE system" allows for localized decision-making and development, resulting in strong demand for the bZ5 electric model [5]. - Volkswagen aims to enhance its R&D capabilities in China, planning to launch over 11 new models by 2026 [6]. Marketing Strategies - The "one-price" marketing strategy has been widely adopted among joint venture automakers, enhancing sales through price transparency and significant discounts [8][9]. - This strategy simplifies the purchasing process and directly competes with new energy vehicle brands by offering substantial price reductions [9][10]. - The shift to a "one-price" model has improved consumer experience by eliminating uncertainties in pricing and enhancing service quality from dealers [10].

以下文章来源于创业最前线 ，作者魏帅 创业最前线 . 创业有道·创新中国｜长期关注中国科技创新经济市场，提供更有价值的创投科技报道。 来源|创业最前线 作者|魏雪 编辑|邢帅 今年5月全国乘联会发布的最新销量数据显示，丰田赛那重回MPV销量榜单的首位，连续两月排名第一。 原本此前在该赛道优势尽显的腾势D9却连续两月位列第二位。5月，腾势D9 DM（即混动版）销量为7817辆，仅比第三位的别克GL8 PHEV版车型 高出426辆。如果加上别克GL8燃油版，那么腾势的位次还要再往后挪一挪。 腾势也真切尝到了中国新能源汽车市场"内卷式"竞争背后的压力。 作为比亚迪旗下定位中高端的汽车品牌，腾势品牌几乎历经了中国新能源行业从无到有的整个历程，当然也经历了从低谷到重生的转型与升级。 但这份推动力并没有坚持多久。D9之后，腾势并没有在自己优势的MPV市场再下功夫，反而推出了N7、N9、Z9等车型。 懂车帝数据显示，今年5月腾势汽车月度累计销量为14557辆，其中D9 DM单一车型的销量为7817辆，占据整体销量的一半左右；N9 DM销量为 4617辆，其余包括D9 EV车型、腾势Z9GT DM以及N7等车型，销量不足千辆 ...

6月24日开启预售的极智驾享大五座SUV岚图FREE+全系标配华为乾崑智驾ADS 4和鸿蒙座舱5，有望成为岚图的下一个爆款。 岚图梦想家7天销量2720台 问鼎MPV销冠 智通财经6月24日电，岚图汽车旗下全新岚图梦想家再赢高光时刻。在2025年6月第三周（6月16日-22日）MPV周销榜当中，全新岚图梦想家 以2720台的优异成绩，问鼎MPV市场销量冠军。全新岚图梦想家是行业首款搭载华为乾崑智驾ADS3.0和鸿蒙座舱4.0的MPV，自去年9月上市 以来，连续多月蝉联新能源MPV销量冠军，单车均价超过39万元。 | 排名 | 车型 | | 销量 | | --- | --- | --- | --- | | 01 | F | 岚图梦想家 | 2720 | | 02 | 0 | 丰田赛那 | 2580 | | 03 | AAA | 别克GL8 | 2450 | | 04 | 3 | 腾势D9 | 2120 | | 05 | 0 | 丰田格瑞维亚 | 1630 | | 06 | ll | 魏牌高山 | 1310 | | 07 | 0 | 传祺M8 | 1190 | | 08 | 0 | 传祺M6 | 750 | | ...

Group 1 - The contrasting approaches of FAW Toyota and GAC Toyota highlight different paces and outcomes in their transformation towards smart and new energy vehicles [1][5] - GAC Toyota's launch of the bZ5, developed by a Chinese team, emphasizes "new joint forces" but lacks substantial content in its transformation narrative [1][5] - GAC Toyota's second Technology Day showcased a commitment to a comprehensive transformation, including the introduction of a dedicated new energy platform and collaboration with local tech companies [1][2][3] Group 2 - GAC Toyota's "China Self-Research 2.0" era aims to enhance the role of Chinese engineers, shifting from mere translators to key decision-makers in vehicle development [2][4] - The company plans to introduce two dedicated new energy platforms and will be the first Japanese joint venture to adopt range-extended technology in its next-generation models [3][4] - GAC Toyota's successful launch of the platinum smart 3X model, achieving nearly 30,000 orders in three months, demonstrates the effectiveness of its localized development strategy [4] Group 3 - FAW Toyota's "4 new" thinking appears to be repetitive and lacks actionable content, focusing more on marketing rhetoric than on tangible innovations [5][6] - The emphasis on "new marketing" strategies by FAW Toyota does not address the core factors influencing consumer choice in the automotive market [5][6] - GAC Toyota's proactive engagement with local technology firms positions it advantageously in the competitive landscape of smart and new energy vehicles, contrasting with FAW Toyota's more traditional approach [6]

这一天对于一汽丰田、广汽丰田乃至整个丰田品牌来说都已经期盼已久，曾经丰田被认为电动化、智联化动作迟缓，如今却仅用两三款新车即 挽回了人气，堪称合资品牌转身的样板。 「 将决策权交给中国团队。 」 丰田智能电动汽车研发中心（中国）有限公司总经理小西良树在广汽丰田第二届科技日上表示，未来中国车型的开发决策权将由日本总部放至中国。 丰田的这 一转变以REC （丰田中国研发中心） 为核心 ， 构建本土工程师主导的 "中国ONE R&D" 研发体系，提升产品对中国用户需求的响应速度与匹 配度。 今年4月，丰田在上海设立研发公司并启动 「 中国首席工程师制度 」 ： 「 中国工程师不再是图纸翻译者，而是蓝图绘制者。 」 全新一代汉兰达和赛那车型，研发主责将交由REC的中国工程师负责。 在中国本土推出的车型上，丰田在华的两家合资公司一汽丰田和广汽丰田在智驾方面已经与Momenta建立了深度的合作，新一代车型基本全部由 Momenta 提供解决方案。 在智舱系统和智联生态方面，广汽丰田走得更远，智舱系统采用了华为的鸿蒙座舱，同时接入了小米生态。 广汽丰田汽车有限公司执行副总经理文大力表示：「广汽丰田将通过新体制（RCE）、新 ...

Core Viewpoint - The Chinese automotive market continues to show positive growth, with production and sales increasing by 12.7% and 10.9% respectively in the first five months of the year, despite ongoing price competition revealing underlying issues in the industry [2] Group 1: Industry Trends - The China Automotive Industry Association reported that from January to May, the production and sales of automobiles reached 12.826 million and 12.748 million units respectively, indicating a strong market performance [2] - The ongoing price competition has prompted industry leaders to call for a reduction in "involution" among companies, encouraging a shift towards value-added services rather than price cuts [2] - Several automakers have begun implementing policies to counteract price competition by offering lifetime warranty services, aiming to enhance customer value and service rather than engaging in price wars [2][3][4] Group 2: Company Initiatives - GAC Toyota has introduced a lifetime warranty for its entire lineup, covering key components such as the engine and transmission, valued at approximately 8,000 yuan [2] - FAW-Volkswagen has also launched a lifetime warranty policy for its flagship SUVs, covering major systems without mileage or time limits, and has seen a significant increase in orders for its models [3] - Li Auto has rolled out a "lifetime warranty relay plan" for its Li ONE owners, allowing for the transfer of warranty benefits to new vehicle purchases [4] Group 3: Consumer Perception and Challenges - While lifetime warranties are seen as beneficial for both companies and consumers, there are concerns regarding the stringent conditions attached, such as requiring maintenance at authorized dealerships [8][9] - Some consumers have reported discrepancies between the advertised lifetime warranty and the actual coverage, leading to dissatisfaction and perceptions of misleading marketing [9][10] - The automotive industry is facing challenges in effectively implementing customer-centric policies, with many companies struggling to transition from traditional pricing models to value-based pricing [10]

6月第2周，众多车企陆续发布新技术、新规划，下面就回顾一下上周的车圈热点。 抵制"内卷式"竞争 多家车企宣布缩短供应商账期至60天内 自6月10日晚开始，包括广汽集团、一汽集团、东风汽车、比亚迪等十多家车企陆续宣布将供应商支付账期统一至60天内。据悉，此次承诺是车企对6月 1日正式施行的《保障中小企业款项支付条例》的积极响应。修订后的条例明确要求大型企业从中小企业采购货物、工程、服务时，应自交付之日起60日内 支付款项。 值得注意的是，《条例》还明确规定不得强制中小企业接受商业汇票、应收账款电子凭证等非现金支付方式，不得利用商业汇票、应收账款电子凭证等 非现金支付方式变相延长付款期限。 一众车企中，北汽集团和上汽集团表示放弃"商业承兑汇票"。其中，北汽集团宣布，全面取消商业承兑汇票等增加供应商资金压力的不合理结算方式， 缓解中小供应商现金流压力，夯实产业链供应链互信根基，维护健康的产业生态。 上汽集团表示，将供应商支付账期统一至60天内，并且不采用商业承兑汇票等增加供应商资金压力的结算方式，以实际行动践行国企责任，保障上下游 企业资金高质高效流转，推动合作伙伴更好协同运行。 外观内饰升级 全新一代长安UNI- ...

Core Viewpoint - Toyota is transferring the decision-making power for vehicle development in the Chinese market from its Japanese headquarters to local teams, aiming to enhance responsiveness to local consumer needs and accelerate innovation in electric vehicles [2][3]. Group 1: Local R&D System Transformation - Toyota has established the "China ONE R&D" system, allowing local engineers to lead the development of models tailored for Chinese consumers [3]. - The upcoming models, including the new generation Highlander and Sienna, will be developed by Chinese engineers at the Toyota R&D Center in China (REC) [2][3]. - This shift signifies a fundamental change in strategy for joint venture brands in China, moving from "technology output" to "technology co-creation" [3][4]. Group 2: Strategic Goals and Timeline - GAC Toyota aims for 80% of its sales to come from new energy vehicles by 2030, marking a significant strategic transition period from 2024 to 2026, followed by a strategic offensive phase from 2027 to 2030 [2][3]. Group 3: AI and Smart Technology Integration - GAC Toyota plans to build an AI automotive ecosystem, transitioning its smart technology strategy from "assistance" to "co-creation" [6]. - The flagship model, the Platinum Smart 7, will feature an AI ecosystem, including Huawei's smart cockpit and electric drive systems, enhancing user interaction and connectivity [6][7]. - AI will also be integrated into manufacturing and service processes to improve efficiency and personalization [7]. Group 4: Industry Trends and Competitor Movements - The localization of R&D systems among joint venture brands is becoming a trend in the automotive industry, with other companies like Volkswagen and Nissan also shifting their development strategies to focus on local markets [5][8]. - The transformation of joint venture brands is seen as a response to the evolving demands of Chinese consumers, necessitating agile R&D systems centered on local user needs [10].

Core Viewpoint - GAC Toyota aims to leverage AI technology and local resources to achieve 80% production and sales of smart electric vehicles by 2030 [1] Group 1: R&D and Development Strategy - GAC Toyota's new development model is led by local engineers under the Regional Chief Engineer (RCE) system, focusing on integrating local suppliers and AI technology [2][5] - The decision-making power for the development of smart electric products has been transferred from Japan to China, allowing RCE to lead all model developments, including new and updated versions of key models like Sienna, Highlander, and Camry [2][5] - GAC Toyota is entering a "self-research 2.0 era," emphasizing the importance of local engineers in defining product specifications and driving innovation [5] Group 2: Product Platforms and Innovations - GAC Toyota is developing two dedicated new energy platforms: a compact car platform for A and B class vehicles and a high-compatibility platform for C and D class vehicles [9] - The first model on the compact platform, the Platinum 3X, has seen high demand, while the first model on the high-compatibility platform, the Platinum 7, is set to launch in Q1 next year [9] Group 3: AI Integration and Manufacturing - AI is being utilized to enhance product capabilities, making vehicles more intelligent and responsive to user needs [10][12] - GAC Toyota is implementing AI in manufacturing processes, achieving a defect rate of 0.008 units per vehicle and improving supply chain quality to a record low of 0.26 PPM [16] - The company has integrated over 40 patents in AI logistics, achieving zero inventory through advanced automation technologies [16]