2024年，中国汽车市场经历了惨烈的价格战，淘汰赛。

　　有的车企年销50万，有的车企月销不过百。有的征战海外77国，有的上演破产闹剧。排沙拣金，还在牌桌上的都是有真功夫的企业。他们突破周期的杀手锏各有不同，但都保持着顽强的战斗力。

　　经历过纯电大跃进之后，新势力们开始务实。

　　因理想mega(配置|询价)蛰伏半年的李想，近日露面表示“要做一家人工智能公司”，投入百亿继续打磨智驾；常年月销几千台的小鹏，经过内部反腐、大众入股以及王凤英的经销商布局，凭借低价优势在下半年销量暴增，也证明了当下的中国市场平价汽车、低价汽车才是市场主流，任何溢价都将在快速迭代的新技术面前挤破泡沫，回归基本价值。

　　亏损千亿的蔚来继续深耕换电市场，近千座换电站是李斌重资产模式最好的勋章，而明年与宁德时代的合作，更是打开了低价换电普及之年的钥匙，萤火虫生逢其时；上市前不被看好的小米汽车，曾经被王传福点名“不要浪费时间”，如今成为最快突破10万销量的新势力品牌。

　　年关将至，雷军还送了粉丝一个大礼：“全面打通充电网络”，小米车主凭空多了30000根充电桩。人们这才发现雷军一直倡导的“共享生态”所言非虚。也发现雷军营销的厉害，以蔚小理早期投资者的身份，真的能把汽车生态拧到一起，让体验再上一个台阶。

　　不过热闹归热闹，新势力销量占比并不高。2024年真正改变行业格局的，还是传统车企。

　　比亚迪预计2024销量突破427万，全球新能源第一；吉利《台州宣言》整合旗下领克极氪，高中低端全在发力，准备重回“国产一哥”宝座；奇瑞海外销量第一，与华为合作的智界、自研的icar系列热度非凡；长安、东风凭借数十年积累的发动机、三电技术，在当下混动为主流的市场环境中异军突起，深蓝、启源等双双突破十万销量，加之燃油时代积攒的门店优势和恐怖的交付，牢牢占据中低端市场。

　　至于高端市场，各大传统车企纷纷选择和鸿蒙智行合作，收效不错：北汽阿维塔实现月销过万，问界M9一年狂销20万台。红旗则作为国产行政一哥，牢牢占据百万级行政座驾。比较落寞的是长城，和宝马合作的电动MINI降价促销，投资的智驾公司毫末科技开始裁员，欧拉系列起了个大早，现在月销只有几千台。不过在越野、皮卡领域的优势依旧强大，后劲十足，且看魏建军明年如何重建消费者信心。

　　最落寞的当属合资车，曾经高高在上的BBA集体降价，赔本赚吆喝；日系双雄本田日产明星车型急速下跌，市场收缩，不得已双方合并，抱团取暖。丰田依旧是全球最赚钱的车企，但在中国新能源市场，以bz4x为代表的新车型却折戟沉沙。在中国，属于日系车的时代结束了

　　美系车，上到凯迪拉克下到雪佛兰几近全军覆没，唯一的遗珠特斯拉中美两开花。看来什么车系不重要，让消费者喜欢愿意买单最重要。

　　法系德系虽然依旧在欧洲销量榜前十，但在中国从没遭遇过如此难堪：裁员、撤店，甚至百年大众需要委身小鹏，派了几百名员工进驻小鹏，学习如何制造新能源。法系车玛莎拉蒂的母公司斯特兰蒂斯也入股风头正劲的零跑，希望在中欧两地都能分享中国新能源大跃进的果实……

　　2024，各大车企刺刀见红，围绕价格、技术、出海、营销打的不可开交。而到了2025年，十八般武艺都上阵的中国车市，又将迎来什么新趋势，神奇的技术和你意想不到的价格，我们充满期待。

　　2024年12月，工信部重提“发展内燃机”，给汽车市场带来了全新的信号。

　　事实上，混动也一直是新能源的主流产品之一，我们大胆预测，2025年混动专用发动机的竞争，将成为推动汽车行业发展的主旋律。

　　在工信部强调“内燃机”的声音发出之后，有观点认为，要想国际一体化，中国未来不可能只用电动车，自我孤立显然是对国家发展不利的一种做法。

　　而从全球汽车销量的数据来看，燃油车在如今的时代依然是主流——2024年1-9月份全球汽车销量数据为6613万台，其中新能源汽车销量为1213万台。

　　未来汽车市场将展现出燃油车与新能源车并驾齐驱的景象，打破传统的“零和游戏”模式，转而强调合作与共赢。

　　固态电池没有大规模装车之前，新能源要想提高续航只有一个办法，就是加油箱。要想省油耐用，想要更低的NVH（噪声、振动与声振粗糙度，Noise、Vibration、Harshness，衡量汽车制造质量的一个综合性问题），得看发动机而不是电池。

　　过去我们也曾介绍过比亚迪的第五代 DM 技术，搭载在秦 L DM-i、海豹 07 DM-i(配置|询价) 等全新系列车型之中，最终实现了 2100KM 的极致续航，并且开启了油耗 2 时代。

　　“市场主导、技术驱动！中国汽车动力进入深耕期。”

　　2024 年 12 月 19 日，“中国心” 年度十佳发动机及混动系统评选活动在中汽研汽车工程研究院召开。评选出的十佳发动机，2025年将陆续搭载到国产新能源汽车上，进入千家万户。

　　人们惊奇的发现，这份榜单没有新势力，基本是传统车企的嘉年华。

　　Aurobay 雷神 EM-i 超级电混、比亚迪汽车第五代 DM 技术、长安汽车蓝鲸 1.5L 发动机及数智电驱、长城汽车智能四驱电混 Hi4 性能版、一汽红旗红旗 15TD+HDU35 超级混动系统、上汽通用汽车全新一代 PHEV “真龙”插混、上汽大众 1.5T EVO II 净效发动机、长安福特大马力 E- 混动 2.0T EcoBoost、沃尔沃 T8 插电式混合动力系统、一汽丰田 2.4T 1MT HEV 超级混动，荣膺了“中国心” 2024 年度十佳发动机及混动系统的桂冠。

　　毋庸讳言，消费者也更聪明了。他们从关注车辆外观内饰到开始关注汽车的动力水平与核心零部件。在发动机热效率、可靠性等层面，传统车企凭借强大的技术优势赶超新势力实现转型。消费者也用真金白银支持这些车企的产品“千树万树梨花开”。

　　同时也给新势力在动力水平上提出了更高要求。当前新势力普遍使用的新晨动力、小康动力在燃油车时代属于二线品牌，与一线的长城、吉利、奇瑞的国产发动机相比仍有差距。即便经过多年发展，在车主端依然存在动力中断、NVH噪音大等降低体验的问题，与燃油大厂生产的混动发动机相比，热效率不高，噪音较大，省油耐用程度较差。

　　2025年，新势力们需要迎接来自传统车企在核心动力上的激烈竞争，需要拿出真本事积极应对。落后技术淘汰只是一瞬间，不进则退。

　　汽车行业一直诟病特斯拉，不务正业去做算力公司、人形机器人、脑机接口公司和大规模投资AI相关产业。

　　但蛰伏半年首次露面的李想，告诉国内同行，马斯克是对的，2025以后，所有车企都将是人工智能公司。

　　“我们在做的理想同学和自动驾驶，通常被视作独立的领域。我们的大语言模型Mind GPT是认知智能，连接数字世界；而自动驾驶被称为空间智能，关乎物理世界。我们同时在这两个领域探索，并坚信认知智能与空间智能的结合——我们称之为VLA（Vision Language Action Model，视觉语言行动模型）——是一个更值得相信和追求的机遇”。

　　2024年，苹果宣布不再造车入局AI，当时李想的评价是“苹果造车市值只能涨2万亿美金，但是做人工智能，苹果能到10万亿美金市值。”当时很多人不理解这段话的意义。现在结合这段话，终于明白了：智能汽车是未来AI世界的部分，一个连接现实世界，一个连接数字世界。整个汽车行业，将变成AI数字世界和现实世界的桥梁。

　　李想进一步表示：“从企业角度来看，理想汽车是一家人工智能企业，我们要做的不是汽车的智能化，而是人工智能的汽车化，并将推动人工智能普惠到每一个家庭。从行业视角来看，汽车将从工业时代的交通工具，进化成为人工智能时代的空间机器人。在对整个世界的理解上，我们通过人工智能将物理世界与数字世界进行融合，让有限的空间实现无限的延伸。”

　　过去五年，中国实现了燃油车向新能源车转型。2025，则将开始传统电车向智能汽车转型的壮阔序幕。核心就是AI大模型上车，基于AI的纯视觉智驾大规模落地。一方面，大疆车载、视知、旷视等第三方智驾公司，把L2智驾成本降到千元级别，推动低价智驾像廉价车型普及；另一方面，百度、华为等继续在L4级别无人驾驶方面发力，无人出行行业可能会迎来井喷。

　　各大车企也开始向用户普及L3智驾的概念。L3自动驾驶是指驾驶自动化系统在其设计运行条件内持续地执行全部动态驾驶任务。L3与L2最大的区别就是系统可以代替人成为驾驶主体，做到脱手脱脚，而全路段全速域自动驾驶，需要有强大的感知技术。

　　简单讲，L2是辅助驾驶，需要人来督导，人是主体。L3是AI驾驶，AI督导人，AI是主体。

　　余承东最近在接受央视采访时表示，“华为乾崑智驾 ADS 3.0已经具备L3级别智驾能力，受限于法律法规，给用户端提供的是L2级别服务。”

　　2025年，随着特斯拉FSD智驾入华，充当大鲶鱼。以前国产车关起门来比端到端谁厉害，大模型谁智能。明年有了参照物，国产智驾和FSD谁能称雄，我们拭目以待。

　　新能源市场发展初期，价格战对于普及新能源汽车大有裨益。

　　但是近三年的价格战也把行业拖到了悬崖边。汽车行业仿佛陷入了一场疯狂的“价格狂欢”。各大车企为了争夺市场份额，纷纷祭出降价大旗，以极具诱惑力的促销政策吸引消费者。

　　表面上看是价格战给用户让利，实则是竭泽而渔打消耗战。

　　车企在价格泥潭中越陷越深，曾经的行业老大大众裁员数千人，日产本田开始抱团取暖，国产车陷入降本增效怪圈，大批企业倒闭。已经活下来的车企利润空间被极度压缩，甚至面临亏损风险。为了节省成本，环保放水、员工福利缩减、排放造假、空调喷粉等管理问题、质量问题层出不穷。

　　长城汽车董事长魏建军警告：“在过去的十年里，中国已有24个汽车品牌退出市场，而目前的趋势，预示着未来可能还会有更多品牌面临同样的命运。”

　　“如果行业不重视秩序和规则，最终为此买单的将是消费者。”消费者为了短期实惠低价购车。但对于那些已经倒闭的汽车品牌来说，他们的二手车价值暴跌，几乎等同于废铁，而且维修服务难以找到。

　　以威马EX5为例，售价16万，目前二手车价3万元。新能源汽车还有一个缺陷，由于系统车机和车辆深度绑定，一旦主机厂出问题，轻则车机变砖，重则无法启动或者行驶途中出bug，严重影响行车安全。冰箱彩电大沙发瞬间成了一堆无用垃圾，电池回收则面临巨大环保压力。

　　“极致内卷的中国车市没有赢家。工人工资低了，消费者买的到的车质量差不保值，企业赚不到钱，国家收不到税。唯一利好的是出口，相当于用国内工人的血汗给国外市场发补贴，人家还要加关税，说你是低价倾销”网友一阵见血。

　　继7月份提出要防止“内卷式”恶性竞争发布《公平竞争审查条例》后，近期中央再度定调，指出要综合整治“内卷式”竞争。言辞逐渐犀利，整治决心可见一斑。

　　2024年12月11日-12日，中央经济工作会议在北京举行。会议明确明年的重点工作任务，其中第二项重点任务是，以科技创新引领新质生产力发展，建设现代化产业体系。该任务中提及的“综合整治‘内卷式’竞争，规范地方政府和企业行为”，点名批评汽车行业。

　　汽车行业是是国民经济支柱产业，直接就业人口数百万，辐射数亿人，牵一发动全身。

　　2025年，我们希望汽车行业能够合理有序竞争，在发动机、三电技术、智能驾驶等核心领域加油鼓劲，不要一遇到困难就说别人“掐脖子”，爹有娘有不如自个儿有，自己能造好芯片好内燃机自然不在乎别人白眼。如果造不出，先看看自家的工程师钱给够了没有。

　　2025年，我们希望车企给全社会带来福祉，在企业管理、客户服务方面让汽车产业造福人民，而不是在排放造假、劳动保障、低价竞争方面“世界领先”。

　　2025年我们希望车企不再闭目塞听，一有负面想的不是真诚沟通努力解决问题，而是删帖扣帽子。

　　删帖删不出产业升级和品牌溢价，好好造车才可以。

In 2024, the Chinese automotive market experienced a fierce price war and elimination rounds.

Some car companies sell 500000 yuan per year, while others sell less than 100 yuan per month. Some fought in 77 countries overseas, while others staged bankruptcy dramas. The companies that are still at the table are those with real skills in sand removal and gold picking. Their killer moves to break through the cycle are different, but they all maintain tenacious combat effectiveness.

After experiencing the pure leap forward of the Open University, the new forces began to be pragmatic.

Li Xiang, who has been dormant for half a year due to his ideal mega (configuration | inquiry), recently appeared and stated that he wants to "become an artificial intelligence company" and invest billions to continue polishing intelligent driving; Xiaopeng, which sells thousands of cars every month all the year round, has seen its sales soar in the second half of the year by virtue of its low price advantage through internal anti-corruption, public equity and Wang Fengying's dealer layout, which also proves that the current Chinese market is dominated by affordable cars and low-cost cars, and any premium will break the foam in the face of fast iterative new technologies and return to basic value.

NIO, which has suffered losses of billions, continues to deeply cultivate the battery swapping market. Nearly a thousand battery swapping stations are the best medal of Li Bin's heavy asset model. Next year's cooperation with CATL will unlock the key to the popularization of low-priced battery swapping, and Firefly is born at the right time; Xiaomi, which was not favored before its launch, was once called out by Wang Chuanfu to "not waste time" and has now become the fastest new force brand to break through 100000 sales.

As the end of the year approaches, Lei Jun also gave fans a big gift: "Fully connect the charging network". Xiaomi car owners have gained 30000 charging piles out of thin air. People only realized that Lei Jun's advocacy of "shared ecology" was not unfounded. I also found that Lei Jun's marketing skills are impressive. As an early investor in Weixiaoli, he can really bring the automotive ecosystem together and take the experience to the next level.

However, despite the excitement, the sales proportion of new forces is not high. The traditional car companies will still be the ones that truly change the industry landscape in 2024.

BYD expects its sales to exceed 4.27 million in 2024, ranking first in the world for new energy; Geely's "Taizhou Declaration" integrates its subsidiary Lynk&Co, focusing on high, medium, and low-end products, preparing to return to the position of "domestic leader"; Chery ranks first in overseas sales, and its cooperation with Huawei in the Smart World and self-developed iCAR series are extremely popular; Chang'an and Dongfeng, with decades of accumulated engine and three electric technologies, have emerged as rising stars in the current market environment where hybrid is the mainstream. Deep Blue, Qiyuan, and others have both surpassed 100000 sales, combined with the store advantages accumulated in the fuel era and terrifying deliveries, firmly occupying the mid to low end market.

As for the high-end market, major traditional car companies have chosen to cooperate with HarmonyOS, and the results have been good: BAIC Avita achieved monthly sales of over 10000 units, and Wanjie M9 sold 200000 units in a year. Red Flag, as the top domestic administrative vehicle, firmly occupies the million level administrative car market. Great Wall Motors, in collaboration with BMW, has launched a price reduction promotion for its electric MINI, while its investment in intelligent driving company, Wuwei Technology, has started laying off employees. The Ora series started early and now only sells a few thousand units per month. However, the advantages in off-road and pickup truck fields are still strong and full of momentum. Let's see how Wei Jianjun can rebuild consumer confidence next year.

The most desolate one is undoubtedly the joint venture car, where the once dominant BBA collectively lowered prices and made a profit by losing money; The Japanese duo Honda and Nissan's star models have experienced a rapid decline and market contraction, forcing them to merge and embrace each other for warmth. Toyota remains the world's most profitable car company, but in the Chinese new energy market, new models represented by the BZ4x have failed. In China, the era of Japanese cars has come to an end

American cars, from Cadillac to Chevrolet, are almost completely destroyed, with the only remaining gem Tesla blooming in both China and the United States. It seems that the type of car is not important, the most important thing is to make consumers like and willing to pay.

Although French and German brands still rank in the top ten in European sales, they have never encountered such embarrassment in China: layoffs, store closures, and even the need for Volkswagen to entrust Xiaopeng with hundreds of employees to learn how to manufacture new energy. French car Maserati's parent company, Strantis, has also invested in the popular Zero Run, hoping to share the fruits of China's new energy leap forward in both China and Europe

In 2024, major car companies will face fierce competition around price, technology, going global, and marketing. And by 2025, the Chinese car market, where all eighteen martial arts are on the battlefield, will usher in new trends, magical technologies, and unexpected prices. We are full of expectations.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

In December 2024, the Ministry of Industry and Information Technology reiterated the development of internal combustion engines, bringing a new signal to the automotive market.

In fact, hybrid has always been one of the mainstream products of new energy. We boldly predict that the competition of hybrid dedicated engines will become the main theme driving the development of the automotive industry in 2025.

After the Ministry of Industry and Information Technology emphasized the importance of "internal combustion engines", some argue that in order to achieve international integration, China cannot rely solely on electric vehicles in the future, and self isolation is clearly an unfavorable approach to national development.

From the data of global car sales, fuel vehicles are still mainstream in today's era - the global car sales data from January to September 2024 was 66.13 million units, of which 12.13 million were new energy vehicles.

The future automotive market will showcase a scene where fuel vehicles and new energy vehicles are on par, breaking the traditional "zero sum game" model and emphasizing cooperation and win-win outcomes.

Before the large-scale installation of solid-state batteries, the only way for new energy to improve battery life was through fuel tanks. To be fuel-efficient and durable, and to achieve lower NVH (Noise, Vibration, and Harshness), it depends on the engine rather than the battery.

In the past, we have also introduced BYD's fifth generation DM technology, which is installed in new series models such as the Qin L DM-i and the Sea Lion 07 DM-i (configuration | inquiry), ultimately achieving an ultimate range of 2100km and ushering in the era of fuel consumption 2.

Market driven, technology driven! Chinese automotive power has entered a period of deep cultivation

On December 19, 2024, the "China Heart" annual top ten engine and hybrid system selection event was held at the China Automotive Engineering Research Institute. The top ten selected engines will be gradually installed in domestic new energy vehicles by 2025, entering millions of households.

People are surprised to find that this list does not have any new forces, it is basically a carnival of traditional car companies.

Aurobay Raytheon EM-i super hybrid, BYD's fifth generation DM technology, Changan Automobile Blue Whale 1.5L engine and digital intelligent electric drive, Great Wall Motors intelligent four-wheel drive electric hybrid Hi4 performance version, FAW Hongqi Hongqi 15TD+HDU35 super hybrid system, SAIC General Motors' new generation PHEV "Zhenlong" plug-in hybrid, SAIC Volkswagen 1.5T EVO II net effect engine, Changan Ford high horsepower E-hybrid 2.0T EcoBoost, Volvo T8 plug-in hybrid system, FAW Toyota 2.4T 1MT HEV super hybrid, have won the title of "China Heart" Top 10 Engines and Hybrid Systems in 2024.

It goes without saying that consumers are also smarter. They shifted their focus from the exterior and interior of the vehicle to the power level and core components of the car. In terms of engine thermal efficiency, reliability, and other aspects, traditional car companies have achieved transformation by surpassing new forces with strong technological advantages. Consumers also support the products of these car companies with real money and silver, saying 'thousands of trees and thousands of pear blossoms bloom'.

At the same time, it also puts forward higher requirements for the new forces in terms of power level. The Xinchen Power and Xiaokang Power, which are commonly used by new forces, belong to second tier brands in the era of fuel vehicles and still have a gap compared to the domestic engines of first tier brands such as Great Wall Motors, Geely, and Chery. Even after years of development, there are still issues with power interruption and high NVH noise that reduce the user experience on the car owner's end. Compared with hybrid engines produced by major fuel companies, they have lower thermal efficiency, louder noise, and poorer fuel efficiency and durability.

In 2025, new forces need to face fierce competition from traditional car companies in core power and actively respond with real skills. The elimination of outdated technology is just a moment, if you don't advance, you will fall behind.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

The automotive industry has always criticized Tesla for not focusing on its main business, such as becoming a computing power company, humanoid robot, brain computer interface company, and investing heavily in AI related industries.

But Li Xiang, who made his first appearance after half a year of dormancy, told his domestic peers that Musk was right. After 2025, all car companies will be artificial intelligence companies.

Our ideal classmates and autonomous driving are usually seen as separate fields. Our large language model Mind GPT is cognitive intelligence, connecting the digital world, while autonomous driving is called spatial intelligence, related to the physical world. We are exploring both fields and firmly believe that the combination of cognitive intelligence and spatial intelligence - which we call VLA (Vision Language Action Model) - is a more trustworthy and pursued opportunity.
Ideal end-to-end technology demonstration

In 2024, Apple announced that it would no longer enter the AI market for car manufacturing. At that time, Li Xiang's evaluation was that "Apple's car manufacturing market value could only increase by $2 trillion, but with artificial intelligence, Apple could reach a market value of $10 trillion." Many people did not understand the meaning of this statement at the time. Now, combined with this passage, I finally understand that smart cars are a part of the future AI world, connecting the real world and the digital world. The entire automotive industry will become a bridge between the AI digital world and the real world.

Li Xiang further stated, "From a business perspective, Ideal Auto is an artificial intelligence enterprise. What we need to do is not the intelligence of cars, but the automation of artificial intelligence, and we will promote the popularization of artificial intelligence in every household. From an industry perspective, cars will evolve from industrial transportation tools to space robots in the era of artificial intelligence. In terms of understanding the entire world, we will integrate the physical world with the digital world through artificial intelligence, allowing limited space to achieve infinite extension

In the past five years, China has achieved a transition from fuel vehicles to new energy vehicles. In 2025, the grand prelude to the transformation from traditional electric vehicles to intelligent cars will begin. The core is the AI big model getting on board, and the large-scale implementation of AI based pure visual intelligent driving. On the one hand, third-party intelligent driving companies such as DJI, Zhizhi, and Kuangshi have reduced the cost of L2 intelligent driving to the level of thousands of yuan, promoting the popularization of low-priced intelligent driving like cheap car models; On the other hand, companies such as Baidu and Huawei continue to focus on L4 level autonomous driving, which may lead to a surge in the autonomous travel industry.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

Major car manufacturers have also begun to popularize the concept of L3 intelligent driving to users. L3 autonomous driving refers to the continuous execution of all dynamic driving tasks by the driving automation system within its designed operating conditions. The biggest difference between L3 and L2 is that the system can replace humans as the driving subject, enabling them to take off their hands and feet, while full speed autonomous driving on all roads requires powerful perception technology.

Simply put, L2 is assisted driving that requires human supervision, with humans being the main body. L3 is AI driving, AI supervisor, and AI is the main body.

In a recent interview with CCTV, Yu Chengdong said, "Huawei Qiankun Intelligent Driving ADS 3.0 already has L3 level intelligent driving capabilities. Due to legal regulations, it provides L2 level services to users

In 2025, with Tesla's FSD intelligent driving entering China, it will act as a big catfish. In the past, when domestic cars closed their doors, who was more powerful end-to-end and who was smarter with big models. Next year, with a reference point, we will wait and see who can dominate between domestic intelligent driving and FSD.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

In the early stages of the development of the new energy market, price wars were of great benefit to the popularization of new energy vehicles.

But the price war in the past three years has also dragged the industry to the edge of a cliff. The automotive industry seems to be caught in a crazy 'price frenzy'. In order to compete for market share, major car companies have launched price reduction campaigns and attracted consumers with highly attractive promotional policies.

On the surface, it may seem like a price war to give away benefits to users, but in reality, it is a war of attrition.

Automakers are getting deeper and deeper into the price quagmire, with former industry leader Volkswagen laying off thousands of employees, Nissan and Honda joining forces for warmth, domestic cars falling into a vicious cycle of cost reduction and efficiency improvement, and a large number of companies closing down. The profit margins of surviving car companies are extremely compressed, and they even face the risk of losses. In order to save costs, management and quality issues such as environmental water release, reduction of employee benefits, emissions fraud, and air conditioning powder spraying are constantly emerging.

Wei Jianjun, Chairman of Great Wall Motors, warned, "In the past decade, 24 car brands in China have exited the market, and the current trend suggests that more brands may face the same fate in the future

If the industry does not value order and rules, consumers will ultimately be the ones paying for it. Consumers buy cars at a low price for short-term benefits. But for those car brands that have already gone bankrupt, the value of their used cars has plummeted, almost equivalent to scrap metal, and repair services are difficult to find.

Taking the WM Motor EX5 as an example, with a selling price of 160000 yuan, the current second-hand car price is 30000 yuan. There is another flaw in new energy vehicles. Due to the deep binding between the system and the vehicle, if there is a problem with the host factory, it can result in the car's engine becoming damaged, and in severe cases, it may fail to start or have bugs during driving, seriously affecting driving safety. The refrigerator, TV, and sofa have instantly become a pile of useless garbage, while battery recycling faces enormous environmental pressure.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

In the extremely competitive Chinese car market, there are no winners. Workers' wages are low, the quality of cars that consumers can buy is poor and not worth their value, companies cannot make money, and the country cannot collect taxes. The only positive thing is exports, which is equivalent to using the sweat and blood of domestic workers to subsidize foreign markets, and they also increase tariffs, saying that you are dumping at a low price. "Netizens were flooded with blood.

Following the release of the "Fair Competition Review Regulations" in July to prevent "internal competition" and vicious competition, the central government has recently set a new tone, stating the need to comprehensively rectify "internal competition". The words are gradually sharp, and the determination to rectify is evident.

On December 11-12, 2024, the Central Economic Work Conference was held in Beijing. The meeting clarified the key work tasks for next year, with the second key task being to lead the development of new quality productive forces through technological innovation and build a modern industrial system. The task mentions the comprehensive rectification of 'internal competition' and the regulation of local government and corporate behavior, specifically criticizing the automotive industry.
Three major speculations for the 2025 car market: Internal combustion engines are making a comeback, low-priced intelligent driving is becoming popular, and price wars are putting the brakes on

The automotive industry is a pillar industry of the national economy, directly employing millions of people and radiating hundreds of millions of people, with a ripple effect on the whole body.

In 2025, we hope that the automotive industry can compete in a reasonable and orderly manner, and work hard in core areas such as engines, three electric technologies, and intelligent driving. We should not say that others are "cutting our necks" when faced with difficulties, and that our own strengths are better than our own. If we can make good chips and internal combustion engines ourselves, we naturally don't care about others' looks. If it cannot be produced, first check if your own engineers have paid enough.

In 2025, we hope that car companies can bring benefits to the whole society, and make the automotive industry benefit the people in terms of enterprise management and customer service, rather than being "world leading" in emissions fraud, labor protection, and low price competition.

In 2025, we hope that car companies will no longer turn a blind eye to negative thoughts. Instead of sincere communication and efforts to solve problems, they will delete posts and criticize others.

Deleting posts cannot reveal industrial upgrading and brand premium. Only by making cars well can we do it.