1909年，威廉·迈巴赫，这个为戴姆勒发明了第一台高速汽油发动机的德国工程师，和他的儿子卡尔成 立了自己的公司，生产航空发动机。 迈巴赫的火，是因为它满足了一个时代的情绪需求，是一面镜子，照出了人们对身份的焦虑、对财富的 渴望，甚至是虚荣。 我一直觉得，网上有一个未解之谜，那就是迈巴赫。 网红爆火之后，先要提一辆迈巴赫；微商想忽悠你，会贴出迈巴赫合影；短剧里的霸总出场，也是从迈 巴赫里走出来；就连国产新能源车开发布会，也要踩一脚迈巴赫。 我就纳闷了，世界上的豪车这么多，为什么偏偏是迈巴赫呢？ 本期我们来聊聊，迈巴赫到底是怎么火起来的。 01 与很多人的理解不同，迈巴赫其实是一个很新的品牌。 尽管它的历史确实可以「追溯」到百年之前，但实际上，今天的消费者知道的这个迈巴赫品牌，满打满 算只有20年左右的时间。 1921年，迈巴赫推出多款高性能汽车，买家包括了当时的德国工业巨头、好莱坞明星、印度王公。 然而，二战的爆发改变了一切。 在进入汽车领域二十年后，迈巴赫工厂被征用生产坦克发动机，从此之后不再生产汽车。迈巴赫作为豪 车品牌的历史，到此就结束了。到了60年代，戴姆勒奔驰看中了迈巴赫的技术遗产，把它收入了囊中。 ...

Group 1: Core Insights - The article discusses the impressive market performance of two vehicles: the Zun Jie S800 and the new Audi A5L, highlighting their significance in understanding market trends [4][6]. - The Zun Jie S800 redefines ultra-luxury by integrating Huawei's advanced technology and smart ecosystem, offering an unprecedented sensory experience [7][9]. - The pricing strategy of the Zun Jie S800, reaching around 1 million yuan, allows for the use of premium materials and craftsmanship, enhancing its luxury appeal [7][9]. Group 2: Zun Jie S800 Analysis - The Zun Jie S800 is positioned not as a competitor to traditional luxury cars like the Mercedes S-Class or BMW 7 Series, but as a complementary option for affluent buyers seeking a unique addition to their collection [11][12]. - The vehicle has achieved nearly 3,000 monthly sales, indicating a shift from competition to a new value space in the market [11]. - The demand for intelligent features among high-end consumers is evident, with the Zun Jie S800 focusing on delivering a compelling smart experience [11][12]. Group 3: Audi A5L Analysis - The new Audi A5L, including its sister model A5 L Sportback, has achieved a remarkable monthly sales figure of 8,000 units, despite the shrinking market for fuel vehicles [14][16]. - By integrating the A4 and A5 product lines, Audi has effectively positioned the A5L at a price point similar to the A4 (approximately 350,000 to 450,000 yuan), providing an upgrade without additional cost [16]. - The A5L's design and driving experience emphasize a return to pure driving pleasure, which is increasingly rare in a market focused on acceleration performance [18][19].

Core Insights - The article highlights the strong demand for the ZunJie S800, with 520 orders placed last week and nearly 600 units delivered, indicating a potential peak in Q4 that could surpass the combined sales of BBA (Benz S-Class, Maybach, BMW 7 Series, and Audi A8) [1] Group 1: ZunJie S800 Performance - ZunJie S800 is expected to achieve a single-week peak in Q4 that exceeds the total sales of BBA [1] - Last week's orders for ZunJie S800 reached 520, with actual deliveries close to 600 [1] Group 2: Market Trends and Competitors - The article mentions significant order data for other brands, with Hongmeng Zhixing receiving over 75,000 new orders last week, driven by the launch of the new Wanjie M7 [1] - The Wanjie M7 was officially launched on September 23, offering both range-extended and pure electric powertrains across 12 configurations, starting at a price of 279,800 yuan [1] Group 3: Wanjie M7 Specifications - The Wanjie M7 has dimensions of 5080mm in length, 1999mm in width, and 1780mm in height, with a wheelbase of 3030mm, showing significant increases compared to the previous model [1] - The wheelbase has been extended by 210mm, providing more spacious seating [1]

Core Insights - The discussion between Luo Yonghao and Zhou Hongyi highlighted the changing perceptions of luxury cars among entrepreneurs, emphasizing a shift from traditional luxury brands to domestic brands focusing on technology and digital capabilities [1] Group 1: Changing Consumer Preferences - Entrepreneurs are increasingly willing to purchase domestic cars, such as those from Huawei, Geely's Zeekr, BYD's Yangwang U8, and BAIC's Xiangjie, indicating a shift in consumer attitudes towards local brands [1] - The focus has shifted from mere luxury to aspects like comfort, technological advancement, digital integration, and driver assistance features in vehicles [1]

Core Viewpoint - The article discusses the dynamics of the automotive parts industry in the Yangtze River Delta, highlighting a notable company that is a Tier 1 supplier for Tesla and its recent market activities, including a significant share reduction by its chairman after a public critique of competitors [1][2]. Group 1: Company Insights - The chairman of a prominent automotive parts company expressed confidence in the company's competitive position, claiming that the only significant gap with top global competitors is in chip technology [1][4]. - Following the chairman's critical remarks about five competitors, four of those companies experienced stock declines, with two dropping around 5% [2]. - The chairman's company announced a share reduction of over 13 million shares, valued at approximately 900 million yuan, shortly after the critical remarks [2]. Group 2: Industry Trends - The article emphasizes China's automotive industry as a significant player, suggesting that foreign car manufacturers are hesitant in their strategies [4]. - It points out that the automotive sector is a high-end manufacturing industry, second only to aerospace, and should receive more attention compared to the robotics sector [5]. - The article notes that while there are many fraudulent companies in the robotics field, the capital market remains interested in this sector [5]. Group 3: Market Movements - The market showed strong performance, with the ChiNext Index and the Science and Technology Innovation Board both rising over 5%, marking a significant milestone for the ChiNext Index [7]. - The article highlights a rebound in the stocks of companies criticized by the chairman, contrasting with the performance of his own company, which remained in the red [2][7]. Group 4: Broader Market Context - The article discusses the impact of Oracle's strong cloud business performance on the US stock market, which subsequently influenced the A-share market, leading to a total market capitalization increase of 2 trillion yuan [12][14]. - It mentions the volatility in the bond market, with significant trading activity observed, particularly in bond ETFs, indicating a shift towards these investment vehicles [20][22].

Automotive Market Perception - The author expresses a lack of understanding regarding the motivations of individuals who drive Maybach vehicles [1] - The author perceives a significant number of Maybach vehicles observed on the road as being imitations, citing noticeable differences in length and the prevalence of rose gold two-tone color schemes [1] - The author finds driving a perceived fake Maybach embarrassing [1] Personal Vehicle Usage - The author's "Kuzi" vehicle is driven infrequently, accumulating only 800 kilometers in 4 months, primarily for airport pickups [1] - The author primarily drives a "Wenjie" vehicle for daily use [1]

Group 1: Industry Insights - The China Automobile Industry Association is actively working to prevent "involution spillover" by promoting respect for local cultures and laws during overseas expansion, aiming for orderly growth [1] - The association has reported positive progress in anti-involution efforts, with mainstream industry players taking proactive measures to enhance self-discipline [1] Group 2: Company Performance - GAC Group expects a net loss of 1.82 billion to 2.6 billion yuan for the first half of 2025, compared to a net profit of 1.516 billion yuan in the same period last year, due to slow sales of new energy models and the impact of price wars [1] - XPeng Motors has officially communicated a commitment to a 60-day payment term to suppliers, marking a significant adjustment in its payment practices [1] Group 3: Market Developments - Volkswagen is reportedly planning to close its Nanjing factory by the end of this year, marking the first complete shutdown of a manufacturing plant in China, although SAIC Volkswagen claims operations are normal [2] - Tesla will open its first experience center in Mumbai, India, on July 15, showcasing popular models and providing test drives and consultations, indicating its entry into the Indian market [3] - Mercedes-Benz India reported a 10% year-on-year increase in retail sales for April to June, reaching 4,238 units, driven by demand for high-end models and a 157% increase in electric vehicle sales [4] Group 4: Regulatory Impact - Volkswagen has paused deliveries of an electric vehicle to the U.S. due to dissatisfaction with seat width and significant punitive tariffs imposed by the U.S. government, which have increased from 2.5% to 27.5% since April, potentially costing German manufacturers over 11 billion euros this year [5]

Core Insights - Mercedes-Benz India reported a 10% year-on-year increase in retail sales for the April to June period, reaching a record high of 4,238 units [1] - The demand for high-end models such as the S-Class, Maybach, and AMG series drove a 20% increase in luxury car sales [1] - Sales of electric vehicles surged by 157%, currently accounting for 8% of the company's total sales [1]

Order Situation - The average new order per store is between 15 to 18 units [1] - Order composition includes 30% direct large orders and 70% blind orders converted to large orders [1] - The listing price exceeded expectations, with the actual average large order price surpassing 1 million [1] Customer Profile - Age distribution shows 30% of customers are aged 25-35, 55% are aged 35-50, and 15% are over 51 [3] - 70% of orders are made under company names, primarily by private enterprise owners from traditional industries, with a significant number being Huawei smartphone users [3] - Most customers already own one or more luxury vehicles and have experience with electric vehicles [3] - The customer base is younger than expected, particularly in first-tier cities, with a higher proportion of family usage than anticipated [3] Configuration Choices - Customers have the option of 4-seat and 5-seat configurations, with 4-seat options being more popular among those with higher budgets [4] - The most popular exterior color is "Dawn Black," while the main interior color is "Sunny Light Brown" combined with high-gloss walnut [4] - Nearly all customers opt for additional features, especially dual-tone body colors and 21-inch wheels, with over 70% selecting the privacy glass option [4] Competitive Comparison - The primary competitor is the Maybach, with most customers clearly preferring the Zun Jie S800 and not considering other models [6]

Group 1 - Mercedes-Benz will showcase 28 models at the Shanghai International Auto Show, emphasizing its leadership in electrification and intelligent mobility [2] - The global debut of two new platforms, VAN.EA and MMA, will feature the Vision V concept and the new electric long-wheelbase CLA, highlighting advancements in luxury MPVs and intelligent driving [3][4] - The MMA platform's efficient electric drive technology achieves fuel efficiency comparable to a "1-liter gasoline car," while the MB.OS system outlines a comprehensive path from daily commuting to advanced autonomous driving [4] Group 2 - The exhibition will include a diverse lineup of models from Mercedes-Benz, AMG, Maybach, and G-Class, showcasing a blend of luxury and performance [5] - The booth design, inspired by "City Realm," creates an immersive experience, allowing visitors to engage with the brand in a dynamic urban context [6] - The event aims to demonstrate Mercedes-Benz's commitment to technological empowerment and localized innovation in response to the Chinese market [6]