生活大爆炸第六季
【汽车行业周报】比亚迪开打新价格战,吉利积极参战,各有各原因_我的网站

一 |
【 行业】本周最大事件是比亚迪开打新一轮价格战,除了吉利,其他车企参战意愿并不强烈。比亚迪主动发起价格战原因:核心市场遭攻击,现金流下降,本质是牺牲部分利润空间改善现金流。 San Jose, Oct 22 (UNI) A small plane with five German nationals on board went missing near the Caribbean coast off Costa Rica on Friday afternoon, Public Security Minister Jorge Torres confirmed.
The minister said on Friday the plane was heading for the airport in Costa Rica's eastern province of Limon when it disappeared from the radar.
"Around 6:00 in the afternoon we received an alert about a private flight from Mexico to the Limon airport, this aircraft was traveling with five passengers of German nationality," Torres said in a video announcement.
The plane lost communication with the control tower near the Barra de Parismina area in the northeastern part of the country, a region that is difficult to access due to its natural channels and mangroves, the minister said.
Emergency protocol with the Coast Guard and Air Surveillance Service was activated after the incident, said the official, adding that searching operation had to be suspended due to late hours and bad weather and would be resumed at 5:00 a.m. Saturday morning.
So far the official has not disclosed identities of the pilot and passengers of the plane.
UNI/XINHUA PRT。吉利没有财务压力,更多是战略整合需求。 5月23日,比亚迪宣布对王朝网、海洋网22款智驾车型启动限时补贴,海豹07 DM - i智驾版直降5.3万元;秦 PLUS DM - i智驾版补贴后仅6.38万元;宋PLUS 智驾版下探至9.98万元。 短评:近年来汽车行业竞争残酷,无休无止的价格战是最明显的表现。国内车市价格战始于2023年初。两年来,多数车企苦不堪言,却又不得不参与其中,行业整体利润空间持续压缩。
。The minister said on Friday the plane was heading for the airport in Costa Rica's eastern province of Limon when it disappeared from the radar.
"Around 6:00 in the afternoon we received an alert about a private flight from Mexico to the Limon airport, this aircraft was traveling with five passengers of German nationality," Torres said in a video announcement.
The plane lost communication with the control tower near the Barra de Parismina area in the northeastern part of the country, a region that is difficult to access due to its natural channels and mangroves, the minister said.
Emergency protocol with the Coast Guard and Air Surveillance Service was activated after the incident, said the official, adding that searching operation had to be suspended due to late hours and bad weather and would be resumed at 5:00 a.m. Saturday morning.
So far the official has not disclosed identities of the pilot and passengers of the plane.
UNI/XINHUA PRT。吉利没有财务压力,更多是战略整合需求。

二 |
另一事件是魏建军提到汽车市场存在无底线降价和质量失控乱象,恒大式负债的车企已出现。我们从财务角度并未发现恒大式的负债车企,对比了中外车企的负债情况,并未发现。多家新势力公布1季报,理想1季报:符合预期,2季度指引略失望,理想增程销量压力大,新款 L 系列似乎略不及预期。
三 | 小米公布了最强1季报,汽车业务增长迅速,亏损只剩5亿,盈利在望。

四 |
其他车企跟进:除了吉利,其他车企参战意愿并不强烈 5月26日,吉利汽车也开启新一轮降价,吉利星愿(参数|询价)作为品牌入门车型,原指导价为6.88万元起,在叠加限时补贴后,起售价降至5.98万元。5月25日,合资高端品牌凯迪拉克则打出“一口价”,2025款XT4全款一口价为15.99万-18.99万元,较官方指导价下降了6万-8万元左右。
五 |
上汽集团旗下荣威纯电D6限时一口价7.98万元起,降幅2万元,智己LS6降价4.5万元,但主销燃油车优惠幅度几乎不变;合资品牌如丰田威兰达、日产轩逸经典等虽推出“一口价”车型,但降幅多在2万—4万元,且集中于老款车型,新车如日产N7、丰田bZ3X定价虽低,却并未形成规模效应。5月28日,奇瑞集团旗下奇瑞、星途、捷途、iCAR四大品牌,共38款车型参与“百亿厂补”,最高优惠5.5万元。
六 |

七 | 行业销售利润率一降再降,进一步降至4.3%,处于历史低位。
车企在销售端降价,就需要持续降本,为投身价格战供应“弹药”,压力会沿产业链层层传导。
八 | 对供应商付款周期拉长,一旦有车企现金流断链,财务压力就会传导至整个产业链。

九 |
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Published on:00:22:12



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