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Yishion

IP属地：北京

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- YishionYishion
  ·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
  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。
  比亚迪销量下滑不是问题糟糕的是高端化受阻
  60 评论
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- YishionYishion
  ·10-11
  多少有点搞笑，川皇阿兹海默犯了还是缺钱花了？坚持TACO战略就完事了。
  226 评论
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- YishionYishion
  ·10-09
  ‌$哔哩哔哩-W(09626)$ 我终于看懂了，原来你才是AI应用最锋利的剑。
  461 评论
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- YishionYishion
  ·09-30
  $快手-W(01024)$ 先卖一半，剩下的放飞
  317 评论
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- YishionYishion
  ·09-30
  $快手-W(01024)$ 终于等到你
  143 评论
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- YishionYishion
  ·09-25
  ‌$快手-W(01024)$ 冲过80才是星辰大海
  216 评论
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- YishionYishion
  ·09-22
  ‌$美图公司(01357)$ AI应用最锋利的剑！‌
  242 评论
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- YishionYishion
  ·09-22
  ‌$阿里巴巴-W(09988)$ 以后就躺在阿里睡觉了。
  589 评论
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- YishionYishion
  ·09-19
  ‌$快手-W(01024)$ ‌早上还特么装起来了，吓我一跳
  416 评论
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- YishionYishion
  ·09-18
  $美图公司(01357)$ 后劲十足，看好你哟
  337 评论
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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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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比亚迪销量下滑不是问题 糟糕的是高端化受阻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-11 21:25 北京时间&nbsp;&nbsp;&nbsp;<a 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","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","LU0274383008.USD":"MANULIFE GF ASIAN SMALL CAP EQUITY \"AA\" (USD) INC","LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","SG9999002828.SGD":"Eastspring 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