从濒临崩盘到集体上扬，合资车企的销量增长动力究竟何在？ 备受瞩目的合资车企电动化转型计划，是否到了"开花结果"的 时刻？ 作者： 周菊 封图：图虫创意 2024年合资车企销量全线下滑的颓势仍历历在目，但短短半年后，"逆袭"大戏就已上演。2025 年上半年，除了本田两家合资公司与东风日产仍未摆脱下滑态势外，其他合资车企均实现销量增 长。其中，一汽丰田以16%增速领跑，一汽-大众、上汽大众分别增长3.5%、2.3%，广汽丰田增 长11%，销量连续数年下滑的上汽通用也同比增长8.6%。 "目前尚未获取上半年完整的合资车企零售数据，但从今年1—5月销量来看，头部的德系和日系车 企，如大众、丰田均呈现正增长态势。大部分合资品牌在4月、5月的确呈现出降幅收窄、甚至由 负转正的趋势。"德勤中国企业技术与绩效事业群总裁周令坤向经济观察报表示。 从濒临崩盘到集体上扬，合资车企的销量增长动力究竟何在？备受瞩目的合资车企电动化转型计 划，是否到了"开花结果"的时刻？ 增量从何而来 过去的2024年，合资车企市场份额集体失守。其中，上汽通用同比下滑56.54%，日系三强在华 销量集体下跌（丰田跌6.9%、本田跌30.9%至十年来最低 ...

Core Viewpoint - The joint venture automotive companies in China have shown a significant recovery in sales during the first half of 2025, with most brands experiencing growth after a challenging 2024, although some, like Honda and Nissan, continue to struggle [2][3]. Group 1: Sales Performance - In the first half of 2025, major joint venture brands, except for Honda and Dongfeng Nissan, achieved sales growth, with FAW Toyota leading at a 16% increase [2]. - FAW-Volkswagen sold 436,100 units, a 3.5% increase, while SAIC Volkswagen's sales reached 523,000 units, up 2.3% [3]. - GAC Toyota's sales grew by 11%, and SAIC GM saw an 8.6% increase, marking a turnaround from previous declines [2][3]. Group 2: Fuel Vehicle Recovery - Several joint venture companies relied on fuel vehicles for recovery, with FAW-Volkswagen's fuel vehicle market share increasing by 0.7 percentage points to 7.6% [3]. - The sales of classic fuel models like the Lavida and Sagitar contributed significantly to the overall sales increase [3]. - GAC Toyota's fuel models, such as the Camry and Highlander, saw a 30% increase in sales [3]. Group 3: Electric Vehicle Challenges - Despite the recovery in fuel vehicle sales, joint venture brands continue to struggle in the electric vehicle (EV) sector, with a mere 5.3% penetration rate for mainstream brands compared to 75.4% for domestic brands [3][4]. - The overall market share for joint venture brands in the EV segment remains low, with only a few models like Volkswagen's ID series and Toyota's bZ series performing relatively well [4]. Group 4: Strategic Adjustments - Analysts attribute the sales rebound to strategic adjustments, particularly in enhancing the intelligence of fuel vehicles through partnerships with domestic tech companies [5][6]. - Joint venture brands are increasingly localizing their management and product development to better cater to Chinese consumers [7]. Group 5: Pricing Strategies - Many joint venture brands have shifted from aggressive price competition to a "reduce volume to maintain price" strategy, stabilizing terminal prices and improving dealer confidence [8]. - The introduction of fixed pricing models has also helped reduce consumer hesitation and increased foot traffic [8]. Group 6: Future Outlook - Despite the positive sales trends, joint venture brands face a challenging future, with predictions of market share declining from 40% to 10% over the next few years [9][10]. - The need for a robust electric vehicle strategy is critical, as many brands are reconsidering their electric vehicle timelines and focusing on maintaining profitability in the fuel vehicle market [10][11].

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].

本报（chinatimes.net.cn）记者刘凯 北京报道 乐道品牌针对2025届应届生家庭推出"前途似锦礼"，金融方案从5年免息调整为3年0首付，月供压力降 低的同时保留试驾抽奖等互动权益。理想汽车聚焦L6车型，首付降至6.98万元，5年免息月供仅三千余 元，配合试驾赠送30度电卡，精准吸引家庭用户。小鹏P7+置换补贴最高2.5万元，X9提供1万元选装基 金，全系支持0首付政策。 合资品牌则延续一口价形式稳住基本盘，上汽大众、东风本田对途观L、CR-V等主力车型推出限时一口 价，可叠加数千元的置换补贴。凯迪拉克主打"0首付+0息+超低月供"方案，CT5月供不足两千元，以灵 活还款政策应对豪华车市场价格战。 从市场趋势看，行业促销策略正从价格战转向价值战，90%新势力品牌推出0首付、3—5年免息政策， 领克/岚图/阿维塔额外叠加现金补贴；政务人群成为新战场，吉利、一汽-大众等品牌推出专属礼遇，政 策红利转化率提升显著。这场围绕消费触点、金融方案、客群细分的立体化竞争，正重塑着中国汽车市 场的竞争新范式。 2025年7月的中国新能源汽车市场正上演着一出"冰火交织"的变奏曲。一边是特斯拉Model 3长续航版逆 ...

Core Viewpoint - The Chinese automotive industry is undergoing significant transformation driven by electrification and intelligence, with SAIC Motor Corporation leading the way through deep reforms that are beginning to show results, indicating a new upward trajectory in the second half of the year [1] Group 1: Sales Performance - In the first five months of this year, SAIC's vehicle sales exceeded 1.68 million units, a year-on-year increase of 10.5%, with terminal deliveries reaching 1.824 million units, up 3.1% [1] - Notably, in May, SAIC achieved a monthly sales figure of 366,000 units, marking a fifth consecutive month of growth [1] - SAIC's self-owned brand sales reached 1.081 million units in the first five months, a 21.9% increase, accounting for 64% of total sales, up 6 percentage points from the previous year [2] Group 2: Strategic Reforms - The strategic restructuring initiated in early 2025 has been pivotal for SAIC's transformation, consolidating its core businesses into a "large passenger vehicle segment" to break down resource barriers and focus on core technologies and market expansion [2] - The integration has led to a significant shift in sales focus towards more dynamic and controllable self-owned brands, with new energy vehicle sales reaching 525,600 units, a growth of approximately 43% [2] Group 3: Technological Advancements - SAIC is leveraging technology partnerships, such as the collaboration between the MG brand and OPPO, to create seamless connectivity between smartphones and vehicles, enhancing user experience [3] - The introduction of AI automotive solutions in collaboration with partners like Huoshan Engine aims to provide proactive service features, such as automatic wiper activation in rain and autonomous route planning for charging during long drives [3] - The new brand "Shangjie," developed in partnership with Huawei, focuses on advanced safety features and is set to launch its first model, a mainstream SUV priced around 200,000 yuan, by the end of September [4] Group 4: Joint Venture Developments - SAIC Volkswagen and SAIC General Motors are also undergoing transformations, with SAIC Volkswagen reporting a terminal sales increase of 4.3% in May, totaling nearly 430,000 units in the first five months [5] - SAIC Volkswagen has introduced a "lifetime warranty" policy for core components of its fuel SUVs, addressing the industry's price war and enhancing service value [6] - SAIC General Motors has shifted its market strategy to a "one-price" policy, leading to continuous growth across its Buick product lines for three consecutive months [6] Group 5: Global Expansion - SAIC has established a comprehensive automotive industry chain in overseas markets, exporting over 403,500 units in the first five months of this year, continuing its trend as a leading exporter [9] - The company has launched its "Glocal Strategy," marking a shift from product output to technology and standard output, with plans to introduce 17 new models tailored for various international markets over the next three years [9] - SAIC aims to enhance its overseas smart cabin ecosystem and localize L2-level intelligent driving functions, with strategic investments in engineering centers and KD factories in key regions [10]

五月店里共买了50+台，其中皓影18台，我卖了其中的3台，卖这车难度不小，但是提成不高，只有300元，分期置换再多300。 现在仓库里还有10台现车，全是星空蓝1.5T豪华版，其他颜色和配置很少卖。 谁在看这个车？买车用户都是什么样的？ 大家好，我是广汽本田的销售顾问，店里现在能卖的车是越来越少，除了雅阁就只有皓影了，今天就看看皓影的情况怎么样 。 销量如何?卖的最多的是什么配置和颜色？ 当地一共两家同品牌店，上个月每天进店客户5-6组，周末差不多10组左右，10个客户里有3个是来看皓影的。 客户的需求全是家用代步，有很多是要接送孩子的，喜欢空间大一点，底盘高一点的车。职业上看，工薪阶层和小生意老板最多，大多都是40岁 以上的男性。 所以，后排的乘坐感受是很多用户最看中的。 上个月有个客户刘先生，是一家乡镇企业的小领导，手上有台老朗逸想要换掉。身边朋友同事都买了国产新能源，厂子里也有充电桩，本来把目 标放在电车这一块，但据他说老婆孩子都是晕车体质，借同事的车开了一天，老婆觉得有点晕，再加上自己每天通勤就5公里，最大用途就是晚上 接高中的女儿下晚自习，所以也不太担心油费的事。 最后能选择皓影，也是误打误撞，本来 ...

说服德方高管并不容易，当时，大众集团高管对增程的态度和行业普遍看法类似。时任大众中国CEO的 冯思翰2020年曾向增程车开炮，直言"增程式电动车是最糟糕的方案"。 傅强告诉《21汽车·一见Auto》，虽然他们和股东双方内部讨论时"会有情绪"，但最后"还得用数据说 话"。 "既然（增程）是消费者投票的结果、已经被市场验证的可行方向，我们就要以非常开放的状态来接受 这个事实，快速调整我们的战略。"傅强说。 2600万巨兽的突围之战。 21世纪经济报道记者 郑植文 上海报道 见证了公司黄金岁月的上汽大众销售与市场执行副总经理傅强，这一刻感到前所未有的"危机感"。 两年前，新能源车市场格局生变，据乘联会数据，2023年，纯电动车市场相比2021年增长107%，但增 程、混动产品的涨势却更为凶猛——增长492%，是纯电的近5倍。而上汽大众在纯电赛道布局了ID.系 列，却没有一款增程产品。 2023年底，上汽大众全尺寸增程式SUV——ID.ERA顺利立项，瞄准理想L8/L9，将于2026年上市。 危机感驱动下，变化的不止是产品。当昔日的互联网、科技公司，跨界闯入汽车业，汽车营销也发生了 天翻地覆的变化。 《汽车人变形记》 ...

大家好，我是别克的顾问，作为别克中型SUV的销量担当，昂科威Plus在市场中表现如何？今天跟大家一起来看看。 销量如何?卖得最多的是什么配置和颜色？ 本地有3家同品牌店，目前日均进店量有8个，相比去年这个时间段锐减了一半。其中50%是来看昂科威Plus的。 厂家内训里主要提到的是探岳、途观L，以合资车为主。实际接待中，各种块头差不多的车都有，其中红旗HS5、吉利星越能占到50%。 谁在看这个车？买车用户都是什么样的？ 看这款车的，很多是在外务工人群，能占到一半。有个有意思的点，这些人里有一半是在纺织厂上班的。 客户张先生在纺织厂工作有五六年了，老婆在家带孩子，如今孩子马上要升初中。自己在外打拼这么些年，每个月工资能达到15K上下，也有些积蓄，苦谁不能苦 老婆孩子，决定在孩子小学毕业前给他们买辆车。 他自己在网上关注这车有一年了，去年底就来看过，五一又看了一次，期间还一直问我优惠，就想等个最底价，最近老婆的驾照下来了，也实在等不下去了。说来 挺巧，他亲戚和身边的工友有七八个都开着别克，正所谓我们销售说一千道一万，不如身边人的影响。最后媳妇点头，当天就把车提走了。 对比最多的是哪款车型？选择或者放弃它的原因是什么 ...

每经记者｜黄辛旭 每经编辑｜孙磊 在豪华品牌方面，今年前5个月，上汽奥迪品牌终端累计销量同比保持增长，并在5月推出了Q6 quattro 纪念版车型。 日前，上汽大众披露了5月销量数据。数据显示，该公司当月销售新车约8.7万辆，同比增长4.3%。其 中，途观家族5月终端销量超1.6万辆；途岳家族销量破1.2万辆。今年前5个月，上汽大众累计终端销量 约为43万辆。 在2025粤港澳大湾区车展上，上汽大众大众品牌首款全尺寸增程式SUV概念车ID. ERA、全新上汽奥迪 A5L Sportback、新AUDI品牌首款量产车型奥迪E5 Sportback迎来华南首秀。上汽大众方面认为这三款 产品代表了上汽大众基于"德系品质+中国智慧"的合资2.0战略交付的开始。根据规划，到2026年，上汽 大众将迎来产品大年，未来会有多款插电式、增程式混动产品推向市场。 从目前终端表现来看，上汽大众今年4月推出的燃油SUV全系车型终身质保政策的效果已经开始出现。 封面图片来源：每日经济新闻 资料图 此前，上汽大众宣布旗下燃油SUV全系车型可享整车终身质保。这一政策覆盖的上汽大众SUV的价格区 间为8万至32万元，且这一政策不限里程、 ...

中国基金报记者邱德坤 5月31日晚间，上汽大众启动"限时一口价+整车终身质保"的购车活动，覆盖途岳新锐、新途岳、途观L、途观L Pro、途昂X、途昂Pro等多款燃油SUV （运动型多用途汽车）车型，时间为5月31日至6月30日。 近期，多家国内本土车企推出"限时一口价""百亿补贴"等购车活动，但尚未有合资车企入局。如今，上汽大众作为头部合资车企正式参与"降价潮"。 5月31日上午，中国汽车工业协会在其官方微信公众号上发布《关于维护公平竞争秩序，促进行业健康发展的倡议》。 【导读】上汽大众加入"降价潮"，多款车型推出"限时一口价"活动 目前，上汽大众多款车型参与"限时一口价+整车终身质保"的购车活动，是在建议零售价或官方指导价已实施价格优惠的基础上，再次给予一定幅度的 价格优惠。 上述上汽大众销售顾问表示："基本上参与限时一口价活动的车型，都优惠了1万元左右。" 头部合资车企入局"降价潮" 上汽大众多款车型降价 官网显示，上汽大众多款车型推出"限时一口价+整车终身质保"的购车活动后，途岳新锐售价7.99万元起、新途岳售价10.99万元起、途观L售价14.29万 元起、途观L Pro售价19.29万元起、途昂X售 ...