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斯巴达克斯第三季

【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

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A | Janhvi Kapoor, Tiger Shroff and Lakshya are reportedly coming together for a new project that is currently being referred as Lag Jaa Gale. There has been no official confirmation from the makers yet, but industry buzz suggests that the shoot is expected to begin this weekend. A report carried by Mid Day mentioned that the film has been tentatively titled Lag Jaa Gale and is set to go on floors soon. The publication quoted a source saying, “The pre production is done, and Raj is ready to call action. Over the weekend, the cast and crew will kick off the shoot in Mumbai, which will be a 20 day schedule.” The same report also shared that Janhvi has been finalised as the female lead. As for their individual work fronts, Tiger Shroff was last seen in Baaghi 4, which placed him back in his signature action space. Janhvi Kapoor recently appeared in Sunny Sanskari Ki Tulsi Kumari and also has Peddi with Ram Charan coming up, while reports suggest her film Devara with Jr NTR may have been shelved although nothing is confirmed. Lakshya meanwhile will also be seen with Ananya Panday in Chand Mera Dil, with the release date still awaiting announcement.Also Read:Janhvi Kapoor Slams The Media for Insensitive Coverage of Sridevi and Dharmendra’s Demise。

【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。

B | 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。吉利没有财务压力，更多是战略整合需求。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。

C | 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。

D | 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。

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。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。

E | 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。

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。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。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。