"自明年起，新能源车购置税将由免征调整为减半，政策变化刺激消费者在今年年底前集中购车，叠加 年末车企冲量，新能源与出口双轮驱动的格局进一步强化。"中国汽车流通协会乘用车市场信息联席分 会（乘联分会）秘书长崔东树认为，智能网联技术升级和"反内卷"带来的市场秩序改善将支撑消费信 心，预计四季度车市销量将实现小幅增长。 新能源车竞速 车企寻求细分市场突破 根据最新数据，新能源车在国内总体乘用车市场的渗透率攀升至57.8%，从产品端看，新能源车型已覆 盖从A0级到豪华超跑的全细分市场，续航焦虑、补能焦虑通过技术创新得到有效缓解，自主、合资、 新势力品牌纷纷聚焦细分市场，推动电动化竞争进入体验为王的新阶段。 合资品牌方面，大众品牌推出帕萨特ePro和全新探岳L插电式混合动力车型，同时ID.EVO、ID.ERA和 ID.AURA三款概念车亮相车展，预示着大众"油电同进、油电同智"战略的进一步落地。大众汽车乘用 车品牌中国CEO齐泽凯表示，大众汽车将开启新一代智能网联汽车的交付，并以新能源车产品为核心， 满足中国用户的出行需求。 作为传统豪华品牌劲旅，梅赛德斯-奔驰AMGGTXX概念车中国首秀，核心车型焕新上市，阵容涵盖长 ...

Core Insights - The 23rd Guangzhou International Auto Show showcases 93 global debut vehicles and a total of 1,085 vehicles, with 58% being new energy models, indicating a shift towards comprehensive electrification and intelligent competition in the automotive industry [1][2] - From next year, the purchase tax for new energy vehicles will be halved, prompting consumers to accelerate purchases before year-end, further strengthening the dual-driven market of new energy and exports [1] - The penetration rate of new energy vehicles in the domestic passenger car market has reached 57.8%, with various brands focusing on niche markets to alleviate range anxiety through technological innovations [2] Industry Trends - The competition in the automotive sector is transitioning from single-function intelligence to a comprehensive ecosystem involving "chips + software + ecology," reflecting a significant industry trend towards system-level capabilities [5][6] - Traditional luxury brands like Mercedes-Benz and BMW are enhancing their electric vehicle offerings, while domestic brands leverage their full industry chain advantages to make breakthroughs in technology and high-end markets [3][4] - New energy vehicle manufacturers are expanding their product matrices and deepening ecosystems, with companies like NIO and Leap Motor focusing on self-research and development to maintain competitive advantages [6] Market Dynamics - The Guangzhou Auto Show serves as a critical platform for companies to showcase their annual achievements and set the stage for future strategies, with expectations of boosting year-end sales through its influence [6] - The presence of core supply chain companies in areas such as battery technology and intelligent solutions is increasing, highlighting their growing role in shaping industry standards and practices [4]

● 龚梦泽 熊永红 11月21日，第二十三届广州国际汽车展览会（2025广州车展）在中国进出口商品交易会展馆如期而至。 作为年度车市收官的"风向标"，本届车展汇聚93辆全球首发新车，展车总数达1085辆，新能源车型占比 高达58%，不仅体现了新能源车产品进入全面替代阶段的行业现实，更直观呈现出电动化竞争从续航比 拼转向全场景体验优化、智能化竞争从单一功能迈向"芯片+软件+生态"系统对决的清晰趋势，为各家 车企的年底收官之战吹响冲锋号角。 "自明年起，新能源车购置税将由免征调整为减半，政策变化刺激消费者在今年年底前集中购车，叠加 年末车企冲量，新能源与出口双轮驱动的格局进一步强化。"中国汽车流通协会乘用车市场信息联席分 会（乘联分会）秘书长崔东树认为，智能网联技术升级和"反内卷"带来的市场秩序改善将支撑消费信 心，预计四季度车市销量将实现小幅增长。 新能源车竞速 车企寻求细分市场突破 相较于合资品牌的智能化追赶，自主品牌则凭借全产业链优势，在技术普惠与高端突破上双线发力。长 安启源发布了全新Q05纯电SUV，让10万元内纯电SUV首次搭载激光雷达成为现实；阿维塔联合华为开 创HiPlus模式，计划至2030年， ...