滚车轮的人
10-12
仰望的品牌形象就挺好,高端市场不用愁。
比亚迪销量下滑不是问题 糟糕的是高端化受阻
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21:25","market":"hk","language":"zh","title":"比亚迪销量下滑不是问题 糟糕的是高端化受阻","url":"https://stock-news.laohu8.com/highlight/detail?id=2574966834","media":"电动1家","summary":"2025年9月销量2024年9月销量所以,在9月销量中比亚迪品牌的跌幅最大,同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%,是因为方程豹品牌9月销量同比暴增348%,相当于拉了比亚迪品牌一把。而这也是比亚迪目前相比于销量下滑更棘手的问题:高端化受阻。以比亚迪品牌高端车型汉+唐为例,9月销量2.2万辆,同比下滑40%。而产品的高端化,对比亚迪而言,是一个比销量增长更大的考验。","content":"<html><body><article><p>“同比下滑超5%”成为不少媒体报道<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>9月销量的标题,并以这是自2024年3月以来的首次同比下滑来进一步佐证<a href=\"https://laohu8.com/S/002594\">比亚迪</a>销量态势的危险。</p><p>客观说,<a href=\"https://laohu8.com/S/01211\">比亚迪</a>销量下滑没必要放大解读,这是物极必反的规律——尤其是,比亚迪自2021年销量大爆发以来,销量的主要支撑是新能源经济型车型,而随着其他厂商的加入,蛋糕被逐步分走是必然的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215626288v163vlul65ka3z2\"/><p>2025年9月销量</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215641679v163o32688xgxqm\"/><p>2024年9月销量</p><p>所以,在9月销量中比亚迪品牌的跌幅最大,同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%,是因为方程豹品牌9月销量同比暴增348%,相当于拉了比亚迪品牌一把。</p><p>那方程豹品牌从去年5400多辆一下到今年单月销量24000多辆,这的确巨幅增长了,以至于有人报道称,高端品牌的爆发式增长表明比亚迪从性价比策略转向价值提升策略。</p><p>不过,细看数据可以发现,方程豹增长主要靠钛3和刚刚上市的钛7的<span>拉升</span>,两车9月销量分别为8902辆、8128辆,但要知道的是,钛3和钛7入门车型售价在13万元+、17万元+,是泛经济型车型的价格带。换言之,方程豹品牌开始走性价比路线来争取销量了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215654024v163hm2ytk6c3ho\"/><p>尽管方程豹品牌CEO熊甜波以方程豹并非“硬派越野车品牌而是个性化品牌”来为弱化钛3、钛7以性价比求销量的策略,但不可否认的是,由豹5、豹8建立起来的方程豹的品牌溢价正在被快速稀释。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215657888v163d79t76rbx6s\"/><p>方程豹自诩定位高端品牌,但实际销量的四成是泛15万元车型贡献的,这显然是貌合神离的高端品牌。而这也是比亚迪目前相比于销量下滑更棘手的问题:高端化受阻。</p><p>比亚迪高端化受阻的原因并不复杂,比亚迪形象与产品口碑持续存在较大的争议,尤其是“2023年油箱门事件”爆发以来,越来越多的消费者开始更加理性看比亚迪的技术与产品。尤其是高端车型消费者,他们看重技术、品质的同时,同样看重品牌调性与企业价值观,而在上述方面,恰恰是比亚迪最薄弱的地方。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215708423v163f72kujxwco3\"/><p>去年7月方程豹5销量跌入谷底,与此同时,方程豹品牌官方官降5万元拯救豹5销量,其最终结果是喜忧参半,豹5凭借性价比重回4000多辆的月销量,但却对品牌造成了极大的伤害——这也是为何后续定价相对克制的豹8一直不温不火的原因。</p><p>方程豹以个性化走性价比路线无异于是饮鸩止渴,这无形中对比亚迪品牌都产生了一定影响。以比亚迪品牌高端车型汉+唐为例,9月销量2.2万辆,同比下滑40%。用网友的话说,不是汉、唐性价比不高,而是让方程豹定价策略显得挂比亚迪标的汉、唐不值得买了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251011215711975v163bx6rm3gfi9b\"/><p>与方程豹靠低价策略实现销量增长不同是,坚守高端的腾势品牌却有些踌躇不前。</p><p>腾势D9依然是支撑着整个品牌的销量独苗,得益于新能源MPV市场竞争不那么激烈,所以销量维持得还不错。但其他车型销量却每况愈下,N9单月销量从3个月前的4000多辆跌至2000多辆,Z9同比下滑28%,N7更是月销两位数。</p><p>对高端产品来说,品牌形象有多重要呢?比腾势N9上市更晚的同级精品车型领克900,如今的月销量已经是腾势N9的近3倍。</p><p>数据显示,中国新能源乘用车销量,目前主要集中在15-20万元区间,但今年前8月销量同比增长不到7%,而B级、C级车市场的增长率分别为29%和64%。一定意义上说,新能源乘用车市场未来增长潜力主要集中在高端市场:得高端者才能得天下。</p><p>而产品的高端化,对比亚迪而言,是一个比销量增长更大的考验。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b><strong>电动1家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“同比下滑超5%”成为不少媒体报道比亚迪9月销量的标题,并以这是自2024年3月以来的首次同比下滑来进一步佐证比亚迪销量态势的危险。客观说,比亚迪销量下滑没必要放大解读,这是物极必反的规律——尤其是,比亚迪自2021年销量大爆发以来,销量的主要支撑是新能源经济型车型,而随着其他厂商的加入,蛋糕被逐步分走是必然的。2025年9月销量2024年9月销量所以,在9月销量中比亚迪品牌的跌幅最大,同比下滑超...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81211":"比亚迪股份-R","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU2348774022.SGD":"Aberdeen Standard SICAV I - Emerging Markets Sustainable Development Equity A Acc SGD-H","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","01211":"比亚迪股份-一百","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0165289439.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AC\" 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251011215727a45ab3a9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2574966834","content_text":"“同比下滑超5%”成为不少媒体报道比亚迪9月销量的标题,并以这是自2024年3月以来的首次同比下滑来进一步佐证比亚迪销量态势的危险。客观说,比亚迪销量下滑没必要放大解读,这是物极必反的规律——尤其是,比亚迪自2021年销量大爆发以来,销量的主要支撑是新能源经济型车型,而随着其他厂商的加入,蛋糕被逐步分走是必然的。2025年9月销量2024年9月销量所以,在9月销量中比亚迪品牌的跌幅最大,同比下滑超11.4%。之所以比亚迪最终整体销量同比下滑5.5%,是因为方程豹品牌9月销量同比暴增348%,相当于拉了比亚迪品牌一把。那方程豹品牌从去年5400多辆一下到今年单月销量24000多辆,这的确巨幅增长了,以至于有人报道称,高端品牌的爆发式增长表明比亚迪从性价比策略转向价值提升策略。不过,细看数据可以发现,方程豹增长主要靠钛3和刚刚上市的钛7的拉升,两车9月销量分别为8902辆、8128辆,但要知道的是,钛3和钛7入门车型售价在13万元+、17万元+,是泛经济型车型的价格带。换言之,方程豹品牌开始走性价比路线来争取销量了。尽管方程豹品牌CEO熊甜波以方程豹并非“硬派越野车品牌而是个性化品牌”来为弱化钛3、钛7以性价比求销量的策略,但不可否认的是,由豹5、豹8建立起来的方程豹的品牌溢价正在被快速稀释。方程豹自诩定位高端品牌,但实际销量的四成是泛15万元车型贡献的,这显然是貌合神离的高端品牌。而这也是比亚迪目前相比于销量下滑更棘手的问题:高端化受阻。比亚迪高端化受阻的原因并不复杂,比亚迪形象与产品口碑持续存在较大的争议,尤其是“2023年油箱门事件”爆发以来,越来越多的消费者开始更加理性看比亚迪的技术与产品。尤其是高端车型消费者,他们看重技术、品质的同时,同样看重品牌调性与企业价值观,而在上述方面,恰恰是比亚迪最薄弱的地方。去年7月方程豹5销量跌入谷底,与此同时,方程豹品牌官方官降5万元拯救豹5销量,其最终结果是喜忧参半,豹5凭借性价比重回4000多辆的月销量,但却对品牌造成了极大的伤害——这也是为何后续定价相对克制的豹8一直不温不火的原因。方程豹以个性化走性价比路线无异于是饮鸩止渴,这无形中对比亚迪品牌都产生了一定影响。以比亚迪品牌高端车型汉+唐为例,9月销量2.2万辆,同比下滑40%。用网友的话说,不是汉、唐性价比不高,而是让方程豹定价策略显得挂比亚迪标的汉、唐不值得买了。与方程豹靠低价策略实现销量增长不同是,坚守高端的腾势品牌却有些踌躇不前。腾势D9依然是支撑着整个品牌的销量独苗,得益于新能源MPV市场竞争不那么激烈,所以销量维持得还不错。但其他车型销量却每况愈下,N9单月销量从3个月前的4000多辆跌至2000多辆,Z9同比下滑28%,N7更是月销两位数。对高端产品来说,品牌形象有多重要呢?比腾势N9上市更晚的同级精品车型领克900,如今的月销量已经是腾势N9的近3倍。数据显示,中国新能源乘用车销量,目前主要集中在15-20万元区间,但今年前8月销量同比增长不到7%,而B级、C级车市场的增长率分别为29%和64%。一定意义上说,新能源乘用车市场未来增长潜力主要集中在高端市场:得高端者才能得天下。而产品的高端化,对比亚迪而言,是一个比销量增长更大的考验。","news_type":1,"symbols_score_info":{"81211":0.6,"82944":0.9,"002594":0.6,"00285":1.5,"01211":1.5,"BYDDY":0.6,"HYDD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":265,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/488443065397536"}
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