事实上，面对市场压力的，不止奔驰。奔驰的德国同行宝马和保时捷同样在中国陷入销量走弱、价格竞争加剧和利润被侵蚀的困境。宝马近期也因中国市场 持续低迷及经销商补贴支出增加，下调了全年利润预期。这些现象共同指向一个更深层次的结构性变化，即中国汽车市场正在电动化浪潮中经历深刻重塑， 传统豪华品牌的光环逐渐褪色。 此次销量下滑的背后，是比亚迪、小米等中国本土品牌的强势崛起。这些品牌凭借功能丰富且价格更具竞争力的电动车产品，不断蚕食传统豪华车的市场份 额。与此同时，奔驰的电动化转型之路也充满挑战。 尽管中低价位的电动CLA车型本季度推动奔驰电动车销量环比增长22%，但高端电动旗舰EQS与EQE的市场表现不佳，暴露出奔驰在定价策略和市场需求匹 配上的风险。这一分化现象也让业界对首席执行官凯勒纽斯推动的更高端电动化路线产生质疑。 德国豪华汽车品牌梅赛德斯-奔驰在中国市场正经历一场严峻的考验。数据显示，2025年第三季度，奔驰在华交付量同比暴跌27%，创下自2016年以来最差 的季度表现。这一下滑不仅反映了中国高端汽车需求的持续疲软，也凸显了本土电动车品牌对传统豪华车市场的猛烈冲击。 销量的骤降直接拖累了奔驰的全球业绩，其全球 ...

Core Viewpoint - Honda has halted plans for a large electric SUV due to weaker-than-expected demand for sizable electric vehicles and the impact of President Trump's decision to cut EV incentives in the US [1][2][4]. Group 1: Honda's Decision - Honda has reportedly scrapped the development of a seven-seat electric SUV, which was initially planned to follow the five-seat SUV and sedan based on the Concept 0 unveiled at CES [1][4]. - The company has cut approximately $48 billion (¥7 trillion) from its research and development budget for electric vehicles [4]. Group 2: Market Context - Demand for large electric cars has been lower than anticipated, influencing Honda's decision to suspend its EV plans [2][9]. - Other manufacturers, including Ferrari and Lamborghini, have also delayed or pushed back their electric vehicle projects in response to market conditions [12]. Group 3: Broader Industry Trends - The electric vehicle market is facing challenges, as evidenced by Kia's EV9 selling only 165 units in Australia compared to 5,165 units of the combustion-powered Sorento in the first half of the year [8][11]. - Major brands like Mercedes and VW are experiencing significant sales ratios favoring combustion-powered models over their electric counterparts [11].