转自：北京日报客户端 6月12日，以"新汽车·新征程"为主题的2025国际汽车及供应链博览会（香港）（简称"香港车博会"）在 亚洲国际展览馆开幕。本届香港车博会由中国汽车工业协会、香港中国企业协会、中国港澳台侨和平发 展总会、香港中华厂商联合会和凤凰卫视联合举办。此次香港车博会，是中国内地汽车企业境外车展参 与度最高的一次展会，相比往届不仅规模更大，内容也更加丰富，吸引力更强。作为中国汽车行业骨干 力量、首都新质生产力和智能制造的代表，北汽集团携北汽国际和北汽福田亮相，带来4个自主乘商品 牌的多款产品和创新科技，高水平展示中国智能网联新能源汽车的发展成果。 近年来，北汽集团加速国际化发展步伐，打出一套包括海外业务体系搭建、全球研发中心布局、收购国 际零部件企业、融入戴姆勒全球供应链、北京现代整车出口、北汽南非工厂等在内的国际化发展"组合 拳"，积极融入高水平对外开放格局。 目前，北汽集团在全球6地设有研发和设计中心，拥有海外工厂41座，产品已覆盖全球130余个国家和地 区，海外销量累计超120万辆。其中，作为北汽集团自主乘用车品牌国际化发展的主平台，北汽国际可 售产品资源达到30多个系列车型型谱；北汽福田连续 ...

Core Insights - The rise of "boxy cars" is redefining the value logic of the SUV market, moving from niche appeal to mainstream popularity as they attract consumers with their unique design and functionality [2][3] - The shift in consumer lifestyle towards urban commuting and outdoor activities has led to the emergence of "light off-road" positioning for these vehicles, catering to both family travel and adventure needs [2][3] Market Trends - The market penetration rate of "boxy cars" is expected to grow from 2.1% in 2024 to 3.5% in 2025, with sales projected to exceed 800,000 units [4] - The trend towards "democratization" of these vehicles is evident, with models like the Jietu Traveler priced at 139,900 yuan and expected to achieve sales of over 100,000 units in 2024, representing 17.6% of the brand's total sales [3][4] Consumer Preferences - A significant 47% of consumers prioritize "unique design" when purchasing "boxy cars," surpassing the importance of brand premium (23%) and technological features (18%) [6] - The demand for "boxy cars" reflects a desire for both functionality and individuality, with consumers seeking vehicles that can perform in various scenarios while also expressing personal style [7][8] Technological Advancements - The electric wave is revitalizing "boxy cars," with models like iCAR V23 featuring an 81.76 kWh battery and a range of 501 km, serving as a "mobile power station" for outdoor activities [3][8] - Modular platforms are crucial for the production of "boxy cars," allowing for compatibility with various power systems and rapid market response, exemplified by the iCAR V23's 18-month development cycle [8] Cultural Integration - "Boxy cars" are evolving from mere transportation tools to emotional symbols, integrating cultural elements into their design, such as the 吉利银河战舰's incorporation of traditional Chinese aesthetics [7] - The trend of co-creation in vehicle customization is gaining traction, with brands offering extensive modification options that allow users to personalize their vehicles, fostering a unique community culture [7][8] Future Outlook - The competition in the "boxy car" market is shifting from product-based to ecosystem-based, emphasizing the importance of creating rich user experiences and diverse scenarios [8] - The popularity of "boxy cars" signifies a broader transition in the automotive market from functional consumption to emotional consumption, reflecting changing consumer values and technological advancements [8]

Core Viewpoint - The 2025 China Equestrian Endurance Tour (Chaobai River Station) showcases the integration of outdoor culture and off-road vehicles, with Beijing Off-road highlighting the BJ40 Extended Range and BJ30 models, emphasizing their commitment to outdoor culture promotion [1][9]. Group 1: Event Highlights - The event featured a racing duel between the BJ40 Extended Range and a horse symbolizing endurance, showcasing the synergy between off-road vehicles and equestrian sports [1]. - Zhou Hongyi, founder of 360 Group and owner of the BJ40 Extended Range, participated in a live demonstration of the vehicles, highlighting their features such as the ability to power a hot pot using the vehicle's external power supply [3]. Group 2: Vehicle Features - The BJ40 Extended Range is equipped with a 40.3 kWh battery and an 82-liter fuel tank, achieving a combined range of 1200 kilometers, allowing for long-distance travel without refueling [6]. - The vehicle boasts an ultra-low fuel consumption of 1.39 liters per 100 kilometers, making it more economical than public transport options [6]. - The BJ40 Extended Range features advanced safety measures, including a three-layer protective design and compliance with new national battery safety standards, ensuring a high level of safety for users [8]. Group 3: Market Strategy - Beijing Off-road has introduced promotional offers, including a minimum price of 154,800 yuan after subsidies and a value package worth 55,000 yuan, leading to over 10,000 orders within 48 hours [11]. - The company is enhancing customer engagement through various activities, including live events and test drives, to express gratitude towards users and strengthen community ties [11].

第二十七届中国北京国际科技产业博览会于5月8日在国家会议中心开幕。作为首都智能制造代表企业， 北汽集团携自主品牌及产业链技术成果亮相展会。 本次参展车型涵盖极狐、北京越野、享界三大自主品牌。极狐品牌展出全新概念车77°，该车型采用轿 跑式设计，配备可收纳方向盘及全场景座椅模式，支持气动与越野模式切换。同步亮相的极狐阿尔法 S5搭载宁德时代神行电池，CLTC工况续航达708公里，充电15分钟可补充525公里续航。北京越野BJ40 增程版综合续航1200公里，享界S9增程版CLTC续航1355公里，WLTC工况油耗5.93L/100km。 技术展区重点呈现两项底盘平台：北京越野超级增程平台采用模块化设计，集成智能能量管理系统；全 解耦滑板电动平台采用CTC电池底盘一体化技术，支持多车型拓展，配备空气悬架+CDC减振系统。同 步展示的还包括新一代CTP电池、同轴电驱总成及舱驾融合AI平台等核心技术。 作为北京市汽车产业链"链主"企业，北汽集团通过旗下北汽产投已累计投资产业链企业超200家，覆盖 智能硬件、芯片等关键领域，其中培育专精特新企业逾百家。展会期间，银河通用、智元机器人等8家 生态伙伴联合展示了国产化技术突 ...

Core Viewpoint - Beijing Automotive's net profit for 2024 has fallen below 1 billion RMB for the first time, marking a ten-year low, with multiple brands under pressure and transformation challenges ahead [2][4][6]. Financial Performance - In Q1 2024, Beijing Automotive reported total revenue of 42.44 billion RMB, a year-on-year decrease of 8.77%, and a net profit of 9.29 billion RMB, down 10.2% year-on-year [2]. - For the full year 2024, total revenue was 192.50 billion RMB, a decline of 2.76%, with fuel vehicle revenue at 184.97 billion RMB (up 1.2%) and new energy vehicle revenue at 7.53 billion RMB (down 50.7%) [4][6]. - The company's gross profit for 2024 was 30.89 billion RMB, a decrease of 19.4%, with fuel vehicle gross profit at 35.33 billion RMB (down 16%) and new energy vehicle gross loss at 4.44 billion RMB [7][19]. Brand Performance - Beijing Automotive's wholesale vehicle sales totaled 946,000 units in 2024, a decline of 9.21% year-on-year [4]. - Beijing Benz's revenue for 2024 was 21.75 billion euros (approximately 177.84 billion RMB), down 3.36%, with a net profit of 2.44 billion euros (approximately 19.98 billion RMB), down 18.54% [8][10]. - The losses from Beijing Modern and Beijing brand are significant contributors to the overall profit decline, with Beijing Modern reporting cumulative losses of 13.08 billion RMB from 2022 to the first nine months of 2024 [15][13]. Market Dynamics - Despite the profit decline, Beijing Automotive's stock price rose by 5.52% on April 30, 2024, following the Q1 earnings release [2]. - The company has seen a significant increase in export sales, with a combined total of 120,000 units exported by Beijing Modern and Beijing brand, marking a year-on-year increase of approximately 103% [17]. Investment and Future Outlook - Capital expenditures for 2024 reached 53.80 billion RMB, up 9.8%, while R&D expenditures increased by 20.2% to 4.29 billion RMB, primarily for new energy vehicle development [19]. - The company maintains a healthy cash flow with cash and cash equivalents of 33.60 billion RMB and unused bank credit of 15.63 billion RMB, indicating manageable debt levels [21]. - The company is at a critical transformation juncture, needing to balance its fuel vehicle base with breakthroughs in new energy vehicles while addressing the losses from its joint venture, Beijing Modern [22].

Core Viewpoint - Beijing Off-road has launched the BJ40 Extended Range Red Rabbit Edition at a promotional price of 299,800 yuan, showcasing significant upgrades in aesthetics, performance, and safety [1][3]. Group 1: Product Launch and Features - The BJ40 Extended Range has achieved an order ratio exceeding 75% since its launch [3]. - The vehicle features a 40.3 kWh lithium-ion battery and an 82-liter fuel tank, with a theoretical combined range of 1,200 kilometers [3]. - Real-world testing showed a range of 972 kilometers under challenging conditions, with other tests indicating total ranges exceeding 1,000 kilometers [3]. Group 2: Safety and Design - The BJ40 Extended Range includes a built-in metal roll cage and a one-piece frame design, enhancing safety by absorbing impact during collisions [3]. - The vehicle's construction utilizes high-strength and ultra-high-strength steel, making it 3-5 times stronger than ordinary steel [3]. Group 3: Future Plans - Over the next three years, Beijing Off-road plans to launch six major products to lead the extended range market [5]. - The company aims to create a diverse product matrix to meet various user needs and enhance the overall user experience [5].

Core Insights - The Shanghai Auto Show serves as a crucial platform for automakers to connect with users, emphasizing the importance of user-centric strategies in the current competitive landscape [1][6] - Companies are increasingly engaging in user co-creation activities, focusing on product improvements and interactive experiences to enhance brand recognition among consumers [1][2] User Co-Creation and Engagement - SAIC Motor's chairman highlighted the company's commitment to a user-centered approach, aiming to exceed user expectations [1] - Lynk & Co has established interactive spaces at the auto show, including a product advisory council to gather user feedback and co-create products [2] - Lantu Motors invested over 500 million yuan in upgrading its FREE+ model, utilizing user feedback collected through various channels [2] - Ora initiated the "Ora Wonderful Life Action" with a 2 million yuan incentive fund to encourage users to share their lifestyles, integrating this content into product development [2] Product Upgrades and Innovations - Many automakers showcased significant product upgrades at the auto show, enhancing user value perception through advanced features and competitive pricing [6] - The 2025 model of the Starway ES electric vehicle is positioned as a "value champion" with a range of 710 kilometers and advanced materials [6] - XPeng Motors introduced the P7+ flagship version with enhanced configurations, including AI battery technology and smart suspension adjustments [6] - Honda is collaborating with Momenta to develop mass-production solutions for assisted driving, while also working with CATL on new battery technologies [7] Direct User Interaction by Executives - Executives from various automakers are leveraging social media to build personal brands and engage directly with consumers, enhancing brand visibility [4][5] - Beijing Automotive's chairman actively participates in live streaming to promote products, while other executives maintain frequent updates on social media platforms [4][5] - The trend of executives becoming "internet celebrities" is seen as a way to foster closer connections with users, although it requires careful communication to avoid exaggeration [5] Market Trends and Future Directions - The automotive industry is undergoing significant changes, with a focus on deep connections with consumers being essential for long-term survival [6][7] - The shift towards user-centric models and enhanced service offerings is becoming a strategic priority for automakers in the evolving market landscape [6][7]

聚焦本届上海车展，宏观层面，企业进一步举办与用户共创的活动，包括产品改进、改装潮玩以及 共创周边产品等；微观层面，企业高层纷纷开设个人短视频账号，分享车展上的所见所闻，在宣传上与 用户建立直接联系。 此外，车展上车企还对发布的产品进行了大量配置升级，用价值感与获得感"链"接用户，或以智能 化技术傍身，或以"一口价"模式吸睛…… 与用户共创，"链"上年轻、潮流 每个车展都是车企"链"接用户的最好机会，今年的上海车展同样如此。"链"上用户，让品牌获得消 费者的认同，成为时下各大车企的重要发力点。 正如上汽集团董事长王晓秋在车展前夕的"2025上汽之夜"上所强调："上汽始终坚持以用户为中 心，从用户中来，到用户中去，做到'懂车更懂你'，努力满足并不断超越用户期望。" 其实，用户共创的概念近几年一直火热。当下行业竞争加剧，让更多的车企将"以用户为中心理 念"奉为圭臬，"用户要什么车，我们造什么车"，这种理念在年轻潮流等细分市场尤为凸显。 如方程豹开启"钛3潮品共创改装大赛"，官方投入百万元奖励，邀请用户和改装爱好者共同体验钛3 的潮改创作乐趣。 岚图汽车以超5亿元投入升级FREE+。官方介绍，岚图FREE+的焕新并非 ...

Core Insights - The 2025 Hunan Auto Show will take place from April 30 to May 5, featuring nearly 100 automotive brands and over 600 models, with a total expected discount of 100 million yuan [1] Group 1: Participating Brands and Offers - BMW offers a full range of models with a gift package worth 12,800 yuan, 0 down payment and interest subsidies on select models, and a trade-in subsidy of up to 23,000 yuan [2] - FAW-Volkswagen Jetta provides special pricing for models VA7, VS5, and VS7, with trade-in discounts ranging from 30,000 to 40,000 yuan and lifetime maintenance packages [2] - Arcfox offers energy vouchers up to 17,999 yuan and models starting at 7,980 yuan after national subsidies [3] - Li Auto provides a 3-year interest-free option saving up to 21,075 yuan and purchase subsidies up to 29,000 yuan [3] - Kaiyi Auto has cash prices starting at 49,900 yuan and comprehensive discounts up to 50,000 yuan [3] - FAW Toyota features models like Corolla and RAV4 with significant discounts and trade-in subsidies [3] - GAC Toyota offers discounts on models such as Camry and Highlander, with total savings reaching 70,000 yuan [3] - Audi presents limited offers on models Q6 and A7, with prices starting from 29,490 yuan [4] - Volvo provides up to 150,000 yuan in purchase benefits for the new XC90 [4] - Dongfeng Nissan launches the N7 starting at 119,900 yuan with additional purchase rights and trade-in subsidies [4] - Haobo offers interest-free financing for three years and lifetime free charging for its models [4]

Core Insights - Beijing Off-road announced the launch of the BJ40 Extended Range Red Rabbit Edition at the 2025 Shanghai International Auto Show, with a limited-time price of 299,800 yuan [2][3] - The BJ40 Extended Range has achieved over 75% order ratio since its launch, indicating strong market demand [3] - The vehicle features significant upgrades in aesthetics, performance, and safety, with modification enhancements valued at over 200,000 yuan [3] Product Performance - The BJ40 Extended Range is equipped with a 40.3 kWh ternary lithium battery and an 82-liter fuel tank, achieving a theoretical combined range of 1,200 kilometers [4] - Real-world testing from Beijing to Shanghai resulted in a measured range of 972 kilometers under challenging conditions, while other tests showed ranges exceeding 1,000 kilometers [4] Market Response - Following the launch event, orders exceeded 3,000 units within one hour and surpassed 10,000 units within 48 hours [5] - The BJ40 Extended Range captured an 81% market share in the extended range box segment last week, ranking first in the new energy box market and fourth overall [5] Customer Engagement - To address potential delivery delays, the company introduced a compensation policy for customers, offering 100 yuan per day for delays over 30 days, with a maximum of 3,100 yuan [5] - The company plans to establish one-on-one communication with customers through WeChat groups to provide regular updates on production and delivery progress [5] Future Plans - Over the next three years, the company aims to launch six new products to maintain leadership in the extended range box market [5]