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maibudongdebaoma,yujie“qingnengche”fanpan?

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卖不动的宝马,欲借“氢能车”翻盘?

benzhedabuguojiu“buda”deyuanze,baomade“xinsuanpan”nengdaxiangma?

图片来源:界面图库

​wen | xinmeikejipinglun

tuichujiagezhanzhihoudebaoma,rizisihubutaihaoguo。jinri,baomafabuyizegonggao,diaozhengle2024cainianyejizhiyin,yujijiaofuliangtongbilveyouxiajiang。

baomabiaoshi,youyujishuwentidaozhibufenqichetingchan,jiashangzhongguodengzhongyaoshichangdexuqiuchixudimi,duixiaoliangchanshengleyingxiang:jiaofuliangyujiyoutongbizengzhangzhuanweitongbixiahua;2024nianxishuiqianlirunlvjiangzai6%zhi7%zhijian,ciqianyuguwei8%zhi10%。

xiaoxichuluhou,bujinbaomadegujiadadie,haidaibengleyizhongouzhoucheqidegujia。shishishang,qunianyilaicanyuchequanjiagezhandebingbuzhiyouguoneicheqi,benchi、baomadenghaiwaihaocheyebeijuanruqizhong,bijingzhongguoshichangzuoweihaiwaiqichepinpaidezhongyaoshichang,dajiadoubunengqingyisongkou。

danyeyoukangbuzhuyalidecheqixuanzelvxiantuichu,baomacongquniankaishijiushitutongguojiangjialaiweichixiaoliang,yizhidaojinnian7yuexuanbutuichu“jiagezhan”。baomazhongguofangmianbiaoshi,xiabannianbaomazaizhongguoshichangjiangzhongdianguanzhuyewuzhiliang,zhichijingxiaoshangwenzhawenda。

dantuichujiagezhanzhihou,baomadexiaolianggengweidimi。weici,baomajinrixuanbujiangyufengtianzaiqingranliaodianchilingyudachenghezuo,faliqingranliaodianchiche,benzhedabuguojiu“buda”deyuanze,baomade“xinsuanpan”nengdaxiangma?

“反降价联盟”被偷家

zibaomaxiadiao2024cainianyejizhiyinhou,shichangduibaomafazhanchujingdedanyouyeyuefamingxian,bijingzibaomamingquetuichuzhongguoshichangjiagezhanhou,qixiaoliangjiukaishijiasuxiahua。

8yue,baomazhongguozongxiaoliangwei3.48wanliang,jiaoquniantongqide6wanlianglaikan,xiaoliangjiejinyuyaozhan。zuoweicankao,benchixiaoliangwei4.9wanliang,aodiwei4.79wanliang,fenbietongbixiahuale13.83%he16.0%。yejiushishuochuantongbbasandajutou,suirangezixiaoliangdouyousuoxiahua,danxiahuazuiyanzhongdehaishibaoma。

zai7yuexuanbutuichujiagezhanhou,huachenbaomaceodaihexuancengbiaoshi,(qiche)dingjiashifuzade,danyigeguanjiandeyaosushiqiyebunengzhangqikuisun,fouzeqiyehuobuxiaqu,jichanpintigongdeshouhoufuwujiuwuyiweiji。

cihou,suiranbenchi、aodiweiyouzhengmianhuiyingjiagezhan,dancongshijixingdonglaikan,liangzhejunkaishiduiqixiachexingzhubutijia。zhibuguo,suirandajiadouzai“zhangjia”,danfuduquebingbuyiyang。

benchi、aodidezhangjiazhuyaozhenduizhuxiaochexing,biruaodiweidiaolea6l、a4ldejiage,danzhongdiduanchexingdezhekoufuduquehaishigenzhiqianchabuduo,birubenchiglb、benchicdeyouhuifuduyizhizai10wanyuanzuoyou。

erqie,youyubbazhiqiandejiangjiafududoubutong,zhangjiafuduziranyeyousuobutong。birubeishoureyidebaoma5xi、7xi,zhiqianzuigaodeyouhuifuduchaoguo20wanyuan,zaibaomaxuanbuzhangjiahou,qixiachexingduocizhangjia,fuduzai3-8wanyuanbudeng。xiangjiaozhixia,baoma、benchidabufenchexingdezhangjiafudujunzai1-2wanyuanzuoyou。

yinci,jibian“bbafanjiangjialianmeng”biaomiankanlaidouxiangfanghuanjiagezhan,danshijishang,zhangjiafuduzuidadehaishibaoma,zheiyezhijiedaozhibaomayubenchi、aodidexiaoliangchajujinyibufangda。

shujuxianshi,zai2024nian7yue1ri-7yue28ridezheisizhounei,zhongguo20wanyuanyishangdehaohuaqicheshichangshang,benchiyijingqudailebaoma“diyi”deweizhi。qichexingyefenxishisunshaojunfawencheng,benchidanyuexinzengdingdanjiejin2wanfen,shibaomazhangjiadezuidayingjia,yuanchaoqichangguibiaoxian。

豪车江湖大变天

zaizhongguoshichangnei,baomachuyuxiangjuandanjuanbuying,buxiangjuanqueyoubeitongbanbeicidegangajumian,zhongzhongjixiangdouzaishuoming,zhongguohaocheshichanggejuzhengzaifashengbianhua。

ruguokeyidehua,haochemenqishiyebuxiangyi“jiangjia”laituidongxiaoliang。jinnian5yue,sanjiabaoshijiezhongguoqujingxiaoshanglianhexiangbaoshijiefahan,yaoqiuzongbujiujinqixiaoshouxinchekuisunjinxingpeichanghuobutie。

beihouzeshihaiwaihaochepinpaizaihuaxiaoliangdechixuxiahua,jibianshichaojihaochebaoshijie,jingxiaoshangyekaishifaxian,bujiangjiajiunanyiwanchengxiaoliangrenwu,danjiarujiagezhandadetaiguojilie,zishendelirunkongjianyebeiyasuo,buzhuanqiandeshengyi,sheidoubuxianglaizuo。

chaojihaocheshangqieruci,gengbieshuobbamen,yinci,cengshiyanbuhuicanyujiagezhandehaochemen,yekaishiwunaijiangjia。biruzaiqunianyijidushi,baomajituandongshizhangqipucecengbiaoshi,“baomadepinpaidiweiyouzhuyuguibizhongguoshichangriyizengzhangdejiangjiayali”。

danjibianruci,bbayiranzaishiquzhongguoshichangdefene。jinnianshangbannian,benchi、baoma、aodidexiaoliangfenbiewei350705liang、363998liang、329556liang,fenbietongbixiahuale10%、5%he3%。

jugangtisetouyanshujuxianshi,2022nian,baoshijie、benchi、baoma、aodidenghaiwaihaochedeshichangfenegaoda94%,zhongguocheqidefenejinweigeweishu。

danzuijinjinianzhongguoshichanghaohuachexiaoliangzhengtichengshangshengqushi,2022nianzhongguoshichanghaohuachexiaoliangyuewei82wantai,2023nianxiaoliangtongbizengzhang22%zhi100wantai。jiezhijinnian5yue,zhongguocheqizaihaohuacheshichangdefenetishengzhi21%,yujiweilaihaijiangchixuzengzhang。

zhongguoqichepinpaizaihaocheshichangdejueqi,zhuyaoshiwenjie、yangwangdengguochangaoduanpinpaichexing,yijilixiang、yulaidengxinshilipinpaichixufangliangdejieguo。

jinliangnian,zhongguoqichepinpaichixuxianggaoduanfazhan,bujinzaixinnengyuansandianjishu、zhinengjiashifangmiandetupo,gengzaiqichepinpaixingxiangtuiguang、shouhoufuwudajianyijiqudaoyingxiaofangmianyoulehendatisheng。

biruzairanyoucheshidai,guoneiqichezhuyaocaiqu4sdiandequdaomoshi,dansuizhexinshilipinpaidailailezhiyingmoshi,yuelaiyueduocheqikaishijiangjujiaoyuzhiyingdianxuanzhi、jingyingdengfangmian。

suiranchengbenbufei,dandailaidexiaoguoyeshizhijiede,weiyuhexinshangquandexinnengyuanchezhiyingdiangengnengzhijiechudahexinxiaofeirenqun,hainengtongguoziyingtuanduiweixiaofeizhetigongshengjifuwu,biruyulaidenio house、jikedejikejiakongjiandeng。

zhongguoqichepinpairuanyingshilidetongbutisheng,zhengshizhongguoqichechanyenenggouchixuzouxianggaoduanhuadejichu,danzai“cijinbitui”deshichanggejuxia,haiwaihaochepinpaiyebudebuxiangbanfajiezhao。

靠氢能车翻盘?

jinri,baomaxuanbujiangyufengtianlianshouhezuo,dazaishuangfanggongtongkaifadeqingranliaodianchixitongdeshoukuanchexing,jihuayu2028nianliangchan。

jubaomaqingnengyuandianchichefuzongcaimichael rathjieshao,gaikuanchexingdeqingqiguanyoubaomazizhuyanfa,qiyufengtianjianghezuotuidongxiayidaixiangguanjishudeshengji,buguoshuangfangjianggezikaifazijidechexing,zanwujihualianhekaifaqingranliaodianchichexing。

muqianlaikan,chulebaomazhiwai,bushaohaiwaipinpaidouzai“qingnengche”lingyuyousuobuju。birufengtianzaozai2014nianshangshileshoukuandaguimoshengchandeqingranliaodianchiqiche“mirai”;bentianyezai2015niantuichulezijiadeqingranliaodianchiqicheclarity;futegengzaozai2008nianqianhoutuichuleqingranliaodianchiqiche“fusion”。

buguo,shichangduiyuqingnengchedexuqiubingbusuanqiangjing,fengtian、futedengpinpaideqingnengchesuizairiben、meiguojunyouxiaoshou,danyizhiweinengdaguimodarushichang。

fengtianshouxijishuzhanghiroki nakajimachengren,qixiamiraideshangyebiaoxianbingbuchenggong,qiegoujianqingranliaojiazhujichusheshiyemianlinzhezhuduotiaozhan,dancongbaomayufengtiandehezuolaikan,cheqimenbingbudasuanfangqiqingnengjishu。

chulehaiwaicheqizhiwai,guoneihenduocheqidouzaiyanfaqingranliaoqiche,danmuqianshichangshangqingranliaoqichebingbuduo,keyizhaodaodexiangguanchexingbaokuo:zhanganshenlansl03tigongleqingdianban;aian lx fuel cellzecaiyongleqingranliao,haiyoubeiqieu7 fczhongxingchezaozaopuguangleqingdianban,danhaiweijianshangshi。

zaiguoneidianchichangfangmian,jinnian6yue,ningdeshidaiyuzhongsunengyuanqianshuhezuoxieyi,jinyibujiadaduiqingranliaodianchideyanfa;lingwai,biyadiyezaozai2007nianjiukaishibujuqingneng,muqianyiqudeleranliaodianchizhuanli7xiang,dianjiecaoleizhuanliyixiang。

guoqu,qingnengyuanqichezhuyaoyoumeirihancheqikaifa,zhongguocheqihedianchichangsuiranyeyoubuju,danqingnengcheshizhonghaiweinengzoudaochengshufazhanjieduan。

yize,qingranliaodianchijishuhaibugouchengshu,anquanxing、shouming、xingnengdengnanyimanzuchengyongchequangonglvranliaodianchiyunxingyaoqiu;erze,qingnengyuanqichedeshengchanchengbenxiangduijiaogao,quefashichangjingzhengli;zuihou,muqianqingranliaojiazhuzhanbujujiaoshao,juxijianyizuojiaqingzhandechengbenxuyao 1000wanyuanyishang,yuangaoyuhuandianzhanhechongdianzhuangdejianzhanchengben,zheiyezuaileqingranliaodianchichedepuji。

jinri,chenglianhuimishuzhangcuidongshugenggongkaibiaoshi,qingranliaocheshiyigeguoshidejishu,yinweizaiguoqu30nianlai,zhongguonaizhiquanqiuzaiqingranliaodianchijishufangmiandoumeiyoudadejinbu。

danwulunruhe,qingnengchedouhaiyoujihuizaiweilaihuodezhongyaodejishutupo,yinci,quanqiucheqihedianchichangyiranmeiyoufangqiqingnengchedebuju,muqian,guoneizhengceduiqingnengcheyeyouyidingdeqingxie,biruguoneiduoshengxuanbuduiqingnengqichemianchugaosutongxingfei。

yinci,baomaxiangyaopingjie“qingnengche”zaixinnengyuansaidaoshangnixi,zheiyeweibibukeneng。danwulunqingnengchefazhanqushiruhe,guoneicheqizaizheifangmianyezaoyouyingdui,jibianweilaiqingnengchenengchengweibijiandiannengdelingyiqichenengyuanmoshi,guoneicheqiyebuhuiluoyuxiafeng。

suoyi,jibianguoneicheqiyaozhengmianyingzhanhaiwaicheqi,shuangfangzaiqingnenglingyuyehaiyouyizhanzhili,erqie,“qingnengche”zhizhengnengbunengdaqilaihaishiweizhi,zaixinnengyuanqicheshidai,zhongguopinpaijiangbuhuiqingyifushu。

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卖不动的宝马,欲借“氢能车”翻盘?

benzhedabuguojiu“buda”deyuanze,baomade“xinsuanpan”nengdaxiangma?

图片来源:界面图库

​wen | xinmeikejipinglun

tuichujiagezhanzhihoudebaoma,rizisihubutaihaoguo。jinri,baomafabuyizegonggao,diaozhengle2024cainianyejizhiyin,yujijiaofuliangtongbilveyouxiajiang。

baomabiaoshi,youyujishuwentidaozhibufenqichetingchan,jiashangzhongguodengzhongyaoshichangdexuqiuchixudimi,duixiaoliangchanshengleyingxiang:jiaofuliangyujiyoutongbizengzhangzhuanweitongbixiahua;2024nianxishuiqianlirunlvjiangzai6%zhi7%zhijian,ciqianyuguwei8%zhi10%。

xiaoxichuluhou,bujinbaomadegujiadadie,haidaibengleyizhongouzhoucheqidegujia。shishishang,qunianyilaicanyuchequanjiagezhandebingbuzhiyouguoneicheqi,benchi、baomadenghaiwaihaocheyebeijuanruqizhong,bijingzhongguoshichangzuoweihaiwaiqichepinpaidezhongyaoshichang,dajiadoubunengqingyisongkou。

danyeyoukangbuzhuyalidecheqixuanzelvxiantuichu,baomacongquniankaishijiushitutongguojiangjialaiweichixiaoliang,yizhidaojinnian7yuexuanbutuichu“jiagezhan”。baomazhongguofangmianbiaoshi,xiabannianbaomazaizhongguoshichangjiangzhongdianguanzhuyewuzhiliang,zhichijingxiaoshangwenzhawenda。

dantuichujiagezhanzhihou,baomadexiaolianggengweidimi。weici,baomajinrixuanbujiangyufengtianzaiqingranliaodianchilingyudachenghezuo,faliqingranliaodianchiche,benzhedabuguojiu“buda”deyuanze,baomade“xinsuanpan”nengdaxiangma?

“反降价联盟”被偷家

zibaomaxiadiao2024cainianyejizhiyinhou,shichangduibaomafazhanchujingdedanyouyeyuefamingxian,bijingzibaomamingquetuichuzhongguoshichangjiagezhanhou,qixiaoliangjiukaishijiasuxiahua。

8yue,baomazhongguozongxiaoliangwei3.48wanliang,jiaoquniantongqide6wanlianglaikan,xiaoliangjiejinyuyaozhan。zuoweicankao,benchixiaoliangwei4.9wanliang,aodiwei4.79wanliang,fenbietongbixiahuale13.83%he16.0%。yejiushishuochuantongbbasandajutou,suirangezixiaoliangdouyousuoxiahua,danxiahuazuiyanzhongdehaishibaoma。

zai7yuexuanbutuichujiagezhanhou,huachenbaomaceodaihexuancengbiaoshi,(qiche)dingjiashifuzade,danyigeguanjiandeyaosushiqiyebunengzhangqikuisun,fouzeqiyehuobuxiaqu,jichanpintigongdeshouhoufuwujiuwuyiweiji。

cihou,suiranbenchi、aodiweiyouzhengmianhuiyingjiagezhan,dancongshijixingdonglaikan,liangzhejunkaishiduiqixiachexingzhubutijia。zhibuguo,suirandajiadouzai“zhangjia”,danfuduquebingbuyiyang。

benchi、aodidezhangjiazhuyaozhenduizhuxiaochexing,biruaodiweidiaolea6l、a4ldejiage,danzhongdiduanchexingdezhekoufuduquehaishigenzhiqianchabuduo,birubenchiglb、benchicdeyouhuifuduyizhizai10wanyuanzuoyou。

erqie,youyubbazhiqiandejiangjiafududoubutong,zhangjiafuduziranyeyousuobutong。birubeishoureyidebaoma5xi、7xi,zhiqianzuigaodeyouhuifuduchaoguo20wanyuan,zaibaomaxuanbuzhangjiahou,qixiachexingduocizhangjia,fuduzai3-8wanyuanbudeng。xiangjiaozhixia,baoma、benchidabufenchexingdezhangjiafudujunzai1-2wanyuanzuoyou。

yinci,jibian“bbafanjiangjialianmeng”biaomiankanlaidouxiangfanghuanjiagezhan,danshijishang,zhangjiafuduzuidadehaishibaoma,zheiyezhijiedaozhibaomayubenchi、aodidexiaoliangchajujinyibufangda。

shujuxianshi,zai2024nian7yue1ri-7yue28ridezheisizhounei,zhongguo20wanyuanyishangdehaohuaqicheshichangshang,benchiyijingqudailebaoma“diyi”deweizhi。qichexingyefenxishisunshaojunfawencheng,benchidanyuexinzengdingdanjiejin2wanfen,shibaomazhangjiadezuidayingjia,yuanchaoqichangguibiaoxian。

豪车江湖大变天

zaizhongguoshichangnei,baomachuyuxiangjuandanjuanbuying,buxiangjuanqueyoubeitongbanbeicidegangajumian,zhongzhongjixiangdouzaishuoming,zhongguohaocheshichanggejuzhengzaifashengbianhua。

ruguokeyidehua,haochemenqishiyebuxiangyi“jiangjia”laituidongxiaoliang。jinnian5yue,sanjiabaoshijiezhongguoqujingxiaoshanglianhexiangbaoshijiefahan,yaoqiuzongbujiujinqixiaoshouxinchekuisunjinxingpeichanghuobutie。

beihouzeshihaiwaihaochepinpaizaihuaxiaoliangdechixuxiahua,jibianshichaojihaochebaoshijie,jingxiaoshangyekaishifaxian,bujiangjiajiunanyiwanchengxiaoliangrenwu,danjiarujiagezhandadetaiguojilie,zishendelirunkongjianyebeiyasuo,buzhuanqiandeshengyi,sheidoubuxianglaizuo。

chaojihaocheshangqieruci,gengbieshuobbamen,yinci,cengshiyanbuhuicanyujiagezhandehaochemen,yekaishiwunaijiangjia。biruzaiqunianyijidushi,baomajituandongshizhangqipucecengbiaoshi,“baomadepinpaidiweiyouzhuyuguibizhongguoshichangriyizengzhangdejiangjiayali”。

danjibianruci,bbayiranzaishiquzhongguoshichangdefene。jinnianshangbannian,benchi、baoma、aodidexiaoliangfenbiewei350705liang、363998liang、329556liang,fenbietongbixiahuale10%、5%he3%。

jugangtisetouyanshujuxianshi,2022nian,baoshijie、benchi、baoma、aodidenghaiwaihaochedeshichangfenegaoda94%,zhongguocheqidefenejinweigeweishu。

danzuijinjinianzhongguoshichanghaohuachexiaoliangzhengtichengshangshengqushi,2022nianzhongguoshichanghaohuachexiaoliangyuewei82wantai,2023nianxiaoliangtongbizengzhang22%zhi100wantai。jiezhijinnian5yue,zhongguocheqizaihaohuacheshichangdefenetishengzhi21%,yujiweilaihaijiangchixuzengzhang。

zhongguoqichepinpaizaihaocheshichangdejueqi,zhuyaoshiwenjie、yangwangdengguochangaoduanpinpaichexing,yijilixiang、yulaidengxinshilipinpaichixufangliangdejieguo。

jinliangnian,zhongguoqichepinpaichixuxianggaoduanfazhan,bujinzaixinnengyuansandianjishu、zhinengjiashifangmiandetupo,gengzaiqichepinpaixingxiangtuiguang、shouhoufuwudajianyijiqudaoyingxiaofangmianyoulehendatisheng。

biruzairanyoucheshidai,guoneiqichezhuyaocaiqu4sdiandequdaomoshi,dansuizhexinshilipinpaidailailezhiyingmoshi,yuelaiyueduocheqikaishijiangjujiaoyuzhiyingdianxuanzhi、jingyingdengfangmian。

suiranchengbenbufei,dandailaidexiaoguoyeshizhijiede,weiyuhexinshangquandexinnengyuanchezhiyingdiangengnengzhijiechudahexinxiaofeirenqun,hainengtongguoziyingtuanduiweixiaofeizhetigongshengjifuwu,biruyulaidenio house、jikedejikejiakongjiandeng。

zhongguoqichepinpairuanyingshilidetongbutisheng,zhengshizhongguoqichechanyenenggouchixuzouxianggaoduanhuadejichu,danzai“cijinbitui”deshichanggejuxia,haiwaihaochepinpaiyebudebuxiangbanfajiezhao。

靠氢能车翻盘?

jinri,baomaxuanbujiangyufengtianlianshouhezuo,dazaishuangfanggongtongkaifadeqingranliaodianchixitongdeshoukuanchexing,jihuayu2028nianliangchan。

jubaomaqingnengyuandianchichefuzongcaimichael rathjieshao,gaikuanchexingdeqingqiguanyoubaomazizhuyanfa,qiyufengtianjianghezuotuidongxiayidaixiangguanjishudeshengji,buguoshuangfangjianggezikaifazijidechexing,zanwujihualianhekaifaqingranliaodianchichexing。

muqianlaikan,chulebaomazhiwai,bushaohaiwaipinpaidouzai“qingnengche”lingyuyousuobuju。birufengtianzaozai2014nianshangshileshoukuandaguimoshengchandeqingranliaodianchiqiche“mirai”;bentianyezai2015niantuichulezijiadeqingranliaodianchiqicheclarity;futegengzaozai2008nianqianhoutuichuleqingranliaodianchiqiche“fusion”。

buguo,shichangduiyuqingnengchedexuqiubingbusuanqiangjing,fengtian、futedengpinpaideqingnengchesuizairiben、meiguojunyouxiaoshou,danyizhiweinengdaguimodarushichang。

fengtianshouxijishuzhanghiroki nakajimachengren,qixiamiraideshangyebiaoxianbingbuchenggong,qiegoujianqingranliaojiazhujichusheshiyemianlinzhezhuduotiaozhan,dancongbaomayufengtiandehezuolaikan,cheqimenbingbudasuanfangqiqingnengjishu。

chulehaiwaicheqizhiwai,guoneihenduocheqidouzaiyanfaqingranliaoqiche,danmuqianshichangshangqingranliaoqichebingbuduo,keyizhaodaodexiangguanchexingbaokuo:zhanganshenlansl03tigongleqingdianban;aian lx fuel cellzecaiyongleqingranliao,haiyoubeiqieu7 fczhongxingchezaozaopuguangleqingdianban,danhaiweijianshangshi。

zaiguoneidianchichangfangmian,jinnian6yue,ningdeshidaiyuzhongsunengyuanqianshuhezuoxieyi,jinyibujiadaduiqingranliaodianchideyanfa;lingwai,biyadiyezaozai2007nianjiukaishibujuqingneng,muqianyiqudeleranliaodianchizhuanli7xiang,dianjiecaoleizhuanliyixiang。

guoqu,qingnengyuanqichezhuyaoyoumeirihancheqikaifa,zhongguocheqihedianchichangsuiranyeyoubuju,danqingnengcheshizhonghaiweinengzoudaochengshufazhanjieduan。

yize,qingranliaodianchijishuhaibugouchengshu,anquanxing、shouming、xingnengdengnanyimanzuchengyongchequangonglvranliaodianchiyunxingyaoqiu;erze,qingnengyuanqichedeshengchanchengbenxiangduijiaogao,quefashichangjingzhengli;zuihou,muqianqingranliaojiazhuzhanbujujiaoshao,juxijianyizuojiaqingzhandechengbenxuyao 1000wanyuanyishang,yuangaoyuhuandianzhanhechongdianzhuangdejianzhanchengben,zheiyezuaileqingranliaodianchichedepuji。

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