作为"十四五"规划收官之年的压轴A级车展，素有"汽车行业风向标"之称的广州国际车展，已于11月21 日在中国进出口商品交易会展馆正式拉开帷幕。 第二十三届广州国际汽车展览会（以下简称2025广州车展）为期十天，以"新科技·新生活"为主题，集 中呈现汽车产业前沿技术与品牌转型成果，为行业趋势研判与未来发展方向提供前瞻性视角。 智驾成车企展示焦点 自主品牌"包馆"秀实力 随着自主品牌强势崛起，"包馆"参展已成为彰显品牌实力的最直接体现。 在2025广州车展上，比亚迪再度包揽专属展馆，旗下比亚迪（含王朝、海洋）、方程豹、腾势、仰望四 大品牌集中亮相。其中，比亚迪王朝旗舰车型——汉L、唐L携新车色及智能OTA（空中下载技术）正 式发布，补贴后售价19.48万元起；仰望U9 Xtreme迎来全球首发。 东道主广汽集团同样"包馆"参展，集中展示"番禺行动"实施一周年以来的阶段性成果。广汽自主品牌方 面，广汽昊铂A800在2025广州车展上正式揭开内饰的神秘面纱。作为广汽与华为深度合作的旗舰轿 车，昊铂A800全面搭载华为乾崑智驾与鸿蒙座舱双系统；广汽传祺携传祺向往S7、传祺向往M8乾崑、 传祺向往S9乾崑三款车型多个版本 ...

11月21日，第二十三届广州国际汽车展览会启幕，广汽集团携"番禺行动"一周年改革成果与"四大引擎"战略重磅亮相，旗下全品牌矩阵及多款智能新车集中 展出，首设的"科技广汽"展区全方位呈现未来出行图景。 广汽集团董事长冯兴亚介绍"番禺行动"一周年改革成果 面对行业变革，广汽集团深化"番禺行动"一体化改革，聚焦"用户需求战、产品价值战、服务体验战"强化核心竞争力。通过导入集成产品开发流程，将用户 需求融入产品全生命周期，业务效率提升约50%，新车开发周期缩短至18~21个月，市场反应速度提升6倍以上，研发成本降低超10%。同时构建IPMS体系 与"产品商业化团队"，重塑企业文化并完善激励机制，新一届职业经理人全部到岗，为高质量发展注入新活力。广汽集团董事长冯兴亚表示，将以"四大引 擎"推动"十五五"期间实现"再造新广汽"目标。 广汽集团以"番禺行动"为引领，聚焦为用户创造价值，正式推出"新技术、新产品、新服务、新生态"四大核心发展引擎，助力再造新广汽。在新技术领域， 广汽集团持续突破边界。新能源领域，"星源增程"终结亏电感，夸克电驱最高效率突破99%，弹匣电池超130万辆零自燃，全固态电池中试线投产。安全、 底盘、 ...

Core Viewpoint - GAC Group showcases its "Panyu Action" reform achievements at the 23rd Guangzhou International Auto Show, emphasizing the creation of user value through "four engines" based on new technologies, products, services, and ecosystems, aiming to establish a new GAC that is technology-leading, quality-leading, and ecology-leading [1][4][6]. Group 1: Panyu Action and User-Centric Approach - GAC Group is committed to a user-centric approach, advancing the "Panyu Action" integrated reform, focusing on three major battles: user demand, product value, and service experience [4][6]. - The introduction of the Integrated Product Development (IPD) process has improved business efficiency by approximately 50%, reduced new car development cycles from 26 months to 18-21 months, and lowered R&D costs by over 10% [4][6]. Group 2: Four Engines for Value Creation - The "four engines" of GAC Group include new technologies, products, services, and ecosystems, aimed at enhancing user value [7][9]. - In new technology, GAC has achieved breakthroughs in user experience, including the "Star Source Range Extender" and the highest efficiency electric motor in the industry, exceeding 99% [9][11]. - GAC plans to launch nine new or updated models by 2026, driven by user demand and a comprehensive R&D system [11][20]. Group 3: Service and Ecosystem Innovations - GAC is expanding its service network with plans to add 600 brand experience stores, covering over 90% of county-level markets in China [11][13]. - The company has completed 45 over-the-air (OTA) updates this year, enhancing over 300 features across nearly 150,000 vehicles [11][15]. - GAC is building a comprehensive energy ecosystem, partnering with industry leaders like CATL to develop a battery swap network and a charging network covering 31 provinces [15][16]. Group 4: Product Highlights at the Auto Show - GAC Aion's i60 and UT super models were highlighted, showcasing advanced technologies and competitive pricing, with the UT super starting at 49,900 yuan [26][30]. - The GAC Trumpchi brand introduced several models, including the Trumpchi M8 and S9, aimed at providing high-quality, long-range, and high-value experiences [20][31]. - GAC's collaboration with Huawei on the A800 model features innovative interior designs and advanced driving assistance systems, enhancing user experience [18][20]. Group 5: Future Directions - GAC Group is entering a deep transformation phase, focusing on user-centric strategies and the "four engines" to achieve its goal of reinventing itself during the 14th Five-Year Plan period [40].

反观中国新能源车市场，另一组来自乘联分会的数据显示，2024年中国新能源乘用车市场零售同比增长 40.7%，2025年10月自主品牌新能源车渗透率已攀升至77.9%，市场格局的剧变正倒逼合资车企加速战 略转型。 在此背景下，广汽丰田直指"姊妹车"的同质化竞争调整产品策略，其在本届广州车展上带来的新车铂智 7，是继铂智3X之后，第二款由丰田中国工程师团队主导研发的车型，并配备了"豪华新三件"——双腔 空悬、鸿蒙座舱与激光雷达智驾，且这款车并不会衍生出一汽丰田版本。 在2025广州国际车展期间，广汽丰田以一场24小时双车连发的动作，正式宣告"油电同强"战略全面落 地。全新威兰达与铂智7的相继登场，不仅打破了近期市场关于"广汽丰田停产燃油车"的不实传闻，也 标志着这家合资车企正在告别丰田长期推行的"姊妹车"产品策略，期望以差异化产品布局重构竞争力， 冲刺2028年实现百万产销量的目标。 回溯过往，丰田长期推行的"姊妹车"战略曾是其抢占中国市场的关键抓手。这一模式下，同一核心车型 经细节调整后，分别交由广汽丰田与一汽丰田销售，例如广汽丰田的威兰达以及雷凌，分别对应一汽丰 田的RAV4荣放和卡罗拉。2022年，广汽丰田 ...

Core Viewpoint - The Guangzhou Auto Show highlights the shift of multinational automotive companies towards localization and adaptation to the Chinese market, as they face increasing competition from domestic brands. Group 1: Market Dynamics - The Guangzhou Auto Show features 1,085 vehicles, with 629 being new energy models, indicating a strong presence of electric vehicles in the market [1] - Domestic brands hold a 65% retail market share and a 46.7% penetration rate in new energy vehicles over the first ten months [1] - Multinational brands are moving away from a "one-size-fits-all" approach and are instead focusing on localized research and development to better meet Chinese consumer demands [2][4] Group 2: Strategic Changes - Companies like Dongfeng Nissan are adopting a "GLOCAL" model, investing over 10 billion yuan in R&D and expanding their local teams to over 4,000 people [2] - Toyota has implemented a "China Chief Engineer" system, granting local teams full decision-making authority, which has led to successful product adaptations like the new RAV4 [3] - Volkswagen is launching a new product series, ID.ERA, aimed at the Chinese market, with plans to introduce multiple models from 2026 [3] Group 3: Technological Advancements - The auto show showcases advancements in smart technology, with companies like SAIC Volkswagen and Dongfeng Nissan introducing intelligent cockpit systems that cater to local user preferences [5][6] - Dongfeng Nissan's new model features a "scene-based intelligence" concept, integrating local services and real-time updates [6] Group 4: Product and Pricing Strategies - Brands are focusing on creating products tailored to the Chinese market, with competitive pricing strategies that include lowering prices and enhancing configurations [7][9] - Beijing Benz's new electric CLA model is priced competitively within the mid-range of domestic brands, reflecting a shift in luxury brand strategies [7] - BMW and Audi are also enhancing their product offerings with better configurations and competitive pricing, indicating a broader trend among luxury brands to adapt to local market demands [8][9]

跨国车企过去习惯于"一款车卖全球"，这条路在中国市场已渐渐行不通。当自主品牌凭借对本土需求的精准把握持续挤压市场空间，合资品牌终于意识到， 中国市场早已不是被动接受全球产品的"输出地"，而是需要深度参与、主动适配的"核心战场"。这场变革的核心，正是决策权的下放与本土团队的崛起。本 次广州车展，正是展现跨国车企变革成果的舞台。 东风日产近年面临燃油车销量下滑压力，正以"GLOCAL新模式"加速新能源转型。这一模式融合全球技术根基与中国本土研发优势，东风日产计划投入超 100亿元研发资源，将本土研发团队规模提升至4000人以上，核心赋予中国团队产品定义、动力配置等关键决策权。此次广州车展，东风日产带来了本土变 革的第二款新能源车型——插混轿车N6，它与此前上市的纯电车型N7形成产品梯队，共同成为本土化研发的核心成果。 一汽丰田荣放。 新京报贝壳财经记者 白昊天 摄 广州车展正在举行。22万平方米的展厅内，1085台展车中629台新能源车型占据半壁江山，93台首发新车里合资品牌贡献近半数席位。 面对前10个月自主品牌65%的零售市占率和46.7%的新能源汽车累计渗透率，一汽丰田、上汽大众、东风日产以及BBA等合资乃 ...

近日，深圳腾势新能源汽车有限公司宣布，与美的集团股份有限公司旗下高端AI科技家电品牌科 慕（COLMO）达成战略合作。此后，腾势N8L汽车用户可在车内控制全屋智能家电，在家中也能实时 查看车辆状态或执行远程操控。 几乎同期，阿维塔科技也与海尔集团旗下卡泰驰控股正式达成合作，双方将基于阿维塔全新百万元级旗 舰车型，在产品定制共创、车家场景互通、车载功能设计等方向展开联合创新，共同打造更具高端体验 与科技融合感的智慧出行方案。 了"人车家"三大场景的全面打通，推动硬件设备的无缝连接与实时协同。2025年6月，广汽丰田正式宣 布与小米达成战略合作，双方将在智能生态领域深度融合。此次合作的核心在于，广汽丰田车型接入小 米"人车家全生态"，并开放硬件接口标准，首款搭载该生态的车型为计划于2026年量产的铂智7。据 悉，小米的AIoT生态（如米家App）也将实现上车，支持远程控制家居设备与车载场景联动。 技术驱动与生态破局 随着车企与家电企业合作的深入，智能汽车作为移动智能终端的功能将被进一步激活，"人车家"生态场 景有望得到实质性拓展。具体来看，一是双向控制成为标配，用户可在车内控制家电、在家中查看车辆 状态或远程备车 ...

人流超预期 补贴再加码 叠加促消费活动 首个周末人潮汹涌 2025广州国际车展于11月21日正式拉开序幕。今年车展，恰逢广东优品购广州市第二轮促进汽车消费活 动期间，再加上2026年新能源汽车购置税补贴退坡的车市大背景，现场"丁财"两旺，为华南乃至全国汽 车市场注入了强劲动能。 创新体验激活消费潜力 广东省统计局网站数据显示，今年前三季度，全省社会消费品零售总额同比增长2.8%。其中，新能源 汽车零售额增长3.4%，比上半年提高0.7个百分点，成为拉动消费的重要引擎。 此次广州车展，展车总数1085台。其中，新能源车629台，占比接近60%。"政府补贴加上车企优惠，总 共接近2万元。"在广州工作的张先生在车展现场下订。"不能再等了，春节要带上全家人回老家"。 记者留意到，今年车展现场，海外人士和年轻人较往届要多出许多。除了新车和与汽车相关的新技术， 飞行汽车和人形机器人也是他们关注的焦点。 11月22日和23日是车展第一个周末，现场人气十足。"我们做了充分预案，但这几天展台的人流量超出 预期。"广汽相关负责人表示。 作为东道主的广汽集团占据2.2号馆，广汽传祺、埃安、昊铂全力出击，展示"番禺行动"一周年成果。 ...

Core Viewpoint - The article discusses the evolving landscape of the Chinese automotive market, particularly focusing on the challenges and strategies of joint venture (JV) car manufacturers in the context of increasing competition from domestic brands and the shift towards electric vehicles (EVs) [1][11]. Group 1: Market Dynamics - The upcoming Guangzhou Auto Show is set against a backdrop of local purchase subsidies and confirmed tax exemptions for vehicle purchases, raising concerns about the future of the car market [1]. - Joint venture car manufacturers, once dominant, are now facing significant pressure as they adapt to the rapidly changing market, particularly in the electric vehicle sector [3][11]. - The competitive landscape is characterized by a price war and a shift in consumer expectations, with a growing demand for vehicles that meet local needs rather than relying on brand prestige [8][9]. Group 2: Joint Venture Strategies - Joint ventures are increasingly adopting a more humble approach, learning from local consumer preferences to enhance their product offerings [3][4]. - The launch of models like the GAC Toyota's Platinum 3X and Nissan's N7 signifies a renewed commitment to align with Chinese consumer demands, showcasing a shift in strategy [6][11]. - The need for deep localization in production, R&D, and decision-making processes is emphasized as essential for joint ventures to remain competitive in the Chinese market [11][13]. Group 3: Future Outlook - The article predicts that by 2026, joint ventures will need to abandon the notion of brand premium and focus on product quality and local relevance to survive [8][13]. - The integration of local technology partners, such as Huawei and CATL, is seen as a crucial step for joint ventures to enhance their technological capabilities and meet market demands [11][13]. - The overall message is that joint ventures must embrace a strategy of "in China, for China" to rebuild their competitive edge in the evolving automotive landscape [11][13].

Core Insights - The 2025 Guangzhou International Auto Show showcased 1,085 vehicles, with 58% being new energy models and 93 global debuts, indicating a shift in the automotive market towards "experience wars" in intelligent driving technology [1] - High-level intelligent driving features are becoming standard in vehicles priced below 100,000 yuan, with models like Leap Motor A10 and Nissan Sylphy e-POWER leading the charge [3] - The competition in intelligent driving is intensifying, with companies needing to focus on technology innovation and user experience to succeed [5][6] Industry Trends - The shift from luxury-exclusive advanced driving assistance systems to more affordable models is evident, with several brands introducing high-tech features at lower price points [3] - L3-level autonomous driving technology is on the verge of widespread adoption, with companies like GAC Aion and Xiaopeng Motors making significant advancements [3][4] - Consumer preferences are shifting towards technical specifications such as intelligent driving levels and sensor configurations, rather than brand prestige [5] Company Strategies - GAC Toyota is moving away from the "sister car" strategy to differentiate its products, aiming for a production and sales target of one million units by 2028 [7][9] - The company plans to increase the proportion of new energy vehicle sales significantly, targeting over 20% by 2026 and 40% by 2027 [9] - Collaboration with technology partners like Huawei and Qualcomm is essential for companies to enhance their technological capabilities and reduce development cycles [6]