Core Viewpoint - The automotive market experienced a significant downturn in November, with a notable decline in sales across various models, indicating a fierce competitive landscape and potential challenges ahead for the industry [3][6]. Sales Performance - In November, among the models with sales exceeding 3,000 units, 139 experienced a decline, with 17 models seeing a drop of over 3,000 units. Notably, the Changan Lumin saw a drastic decrease in sales from 20,520 units to 11,744 units, a decline of 43.7%, dropping its ranking from 12th to 53rd [3][4][10]. - The Leidao L90, after three months post-launch, fell below 10,000 units for the first time, selling 5,970 units with a 49.1% drop, ranking 119th. The Deep Blue S07's sales plummeted from 8,761 to 3,819 units, a 56.4% decline, ranking 169th [4][5][12]. - Other models like the Haval Menglong PHEV and Leap C16 also saw significant declines, with sales dropping over 3,000 units, leading to rankings outside the top 100 [4][5]. New Energy Vehicles - Despite some declines, certain new energy vehicle manufacturers showed resilience. For instance, Leap's new model Lafa5 delivered 7,397 units in its launch month, while NIO's ES8 saw an increase in deliveries to 10,689 units, up by 3,986 units from the previous month [5][6]. Market Trends - The overall retail sales of passenger vehicles in November reached 2.225 million units, reflecting an 8.1% year-on-year decline, which is a significant increase from the 0.5% decline in October [5][6]. - The automotive industry is expected to face an even more intense competitive environment in 2026, suggesting a potential for further market consolidation and challenges for existing players [6].

激烈竞争下，明星车型也遭遇滑铁卢。 11月，车市行情急转直下，各种车型的销量在竞争中出现剧烈分化。 懂车帝的最新数据显示，11月，在总销量超过3000辆的车型中，有139个车型出现了销量下滑，17个车型的销量下滑幅度超过3000辆，其中不乏一些今年 大热的明星车型。 销量下滑最厉害的是长安lumin。这款均价在10万元以下的小车，当月销量11744辆，较上月下降了8776辆，环比跌幅（以下跌幅均为环比跌幅）43.7%， 排名由12降至53。纵向对比，该销量成绩仅好于今年其在1月和2月的表现。 小鹏P7月销量从5662辆跌至2882辆，跌幅49.1%，排名来到207。领克900的销量从7048辆跌至4330辆，跌幅38.6%，跌至156名。 东风日产N7在11月销量为4016辆，跌幅38.6%，这也是该车型在8月越过10000辆峰值后，连续第三个月环比下滑。 小米SU7在11月销量为12520辆，已经连续四个月下滑，较今年7月的巅峰销量24410辆下滑了48.7%。 不过，部分新势力车企的单车销量下滑与其阶段性销售重点车型不同相关。比如零跑汽车虽然在C11和C16两款车型的销售量出现下滑，但新品Lafa5在上 ...

来源：智商税研究中心 作者/潘哥 监制/大曼 排版/洋洋 雷克萨斯、奔驰、奥迪、宝马……当你进入这些豪车直播间，发现主播不是俊男或美女，而是一位朴实 的保洁阿姨，别以为对方只是暂时误入，很可能她就是主播本人。 如今，分属"红花绿叶派""独挑大梁派"的保洁阿姨们，正成为卖车直播间的新晋C位，不合时宜的着 装、话术，让无数审美疲劳的观众，突然感到耳目一新。 毕竟，车子如果不好看，由设计人员来背锅；主播如果不好看，就是直播店铺的责任了。 不过，如今的一些卖车直播间，主播不再是板正的俊男美女，店铺内的保洁阿姨工作之余，也可能客串 一把卖车主理人。 这些保洁阿姨们卖车，出镜方式主要分两种： 第一种是"红花绿叶派"，高挑洋气的美女主播身旁，保洁阿姨穿着土土的工服、拿着拖布扫把等工具， 用蹩脚的方言介绍车子。 保洁阿姨们局促僵硬的体态，搭配介绍时错误百出的话术，和一旁大方专业且熟练的主播，形成了强烈 的反差感。 另一边，在保洁阿姨、保安大叔占领直播间时，"车边跑酷派""方言说车派""爽文短剧派"的弟子，同样 越发受到观众欢迎，高大上的BBA直播间们，似乎正变得越来越土。 邪修主播们占领卖车直播间，源于类似行为能获得流量；而 ...