wen | xinpinlvecaijing  wuwenwu

xianruweijuderichanqiche，yijingdingbuzhule。richanqiche，heyizhici？weilaiyougaihequhecong？

01 日产汽车，顶不住了

zaizhongguoxinnengyuanqichexiaoliangchixushangzhangdedabeijingxia，youguanhezicheqixiaoliangxiadiezaoyibushishenmexinxianshi，buguojinlairichanqichedefumianxiaoxichixubuduan。

《xinpinlvecaijing》guanzhudao，10yue10ri，“richanqichehuiyingpochanchuanwen”huatiyiduchongshangbaiduresoucaijingbang，zaiciyinfashichangguanzhuhereyi。

jinri，juduojiaguoneiwaimeitibaodao，yinyuguzhangshangxianjinyouxian，richanqichezhengzaidaochuxunqiuxindetouzizhe，fouzerichanqichejianghuizai12zhi14geyueneipochan，henkuairichanqichejiangyaopochandexiaoxijiuliuchuankaile。

richanqicheshenxiancaiwuweijiyijiu，qingkuanghaizaichixuehua。jurichanqichecaibao，2024cainiandierjidujingkuisunwei93.4yiriyuan。

mianduimeitibaodaochengrichanqichejiangyaopochandexiaoxi。richanqichehuiyingcheng，jiezhijinnian9yuedi，richanqichedejingxianjinwei1.36wanyiriyuan，qiyezhengzaicaiqujinjicuoshi，jiasuyewuzhuanxingniuzhuanyejibiaoxian。

youjigouyugu，yujirichanqichezai2026cainianyuqixiaoliangwei350wanliang，nengquebaoyinglinenglihexianjindekechixuxing。

richanqichezaijiasutuidongyewujiegouzhongsudeguochengzhong，yijingkaishiyixiliejiangbencuoshi。

biru，richanqichejihuaxuejianyuewei3000yiriyuangudingchengben。weileshixiangaimubiao，richanqichejiangzaiquanqiuxuejian20%dechanneng，bingqieyaozaiquanqiufanweineicaiyuan9000ren，bingjinxingguanlicengzhongzu。

richanqichexianrujingyingweijizaoyitixianzaiqicaibaoshujushang，cong2020nian4yuezhi2021nian3yuedecainianzhongyunyingkuisun1507yiriyuan，jinguan2021nian4yuezhi2023nian3yuedesangecainianshixianyingli，danbencainian“kenenghuichuxianshuqianyiriyuandechizi”。

richanqiche2024niandeyejiqingkuangjinyibuehua。jurichanqichecaibao，richanqiche2024cainianshangbannian（jinnian4～9yue）jingyingshoutongbixiahua1.3%zhi59842yiriyuan（yueherenminbi2900yiyuan），yingyelirunxiajiang90.2%zhi329yiriyuan，jinglirun192yiriyuan，tongbixiajiang93.5%。tongqi，quanqiuxinchexiaoshouliangtongbixiajiang1.6%zhi159.6wanliang。

zhideguanzhudeshi，richanqicheyejikuisundeqizhongyigezhongyaoyuanyinjiuzaiyuqihaiwaishichangyewubiaoxianbujia。biru，zaibeimeishichang，qidiandongqichedexiaoliangchixuxiahua。

weilewanjiuyeji，richanqichezaimeiguoshichangyuelaiyueyilaixiaoshoujiliquweichixiaoliang，zheidaozhichengbenzengjia，lirunlvxiajiang，qibeimeiyewuzaijinnian4yuezhi9yueqijianjiuchuxianleyunyingkuisun。

richanqichezaiquanqiuderizishiyuelaiyuejiannanle！

02 日产汽车，何以至此？

richanqichezaizhongguoshichangshangyanleyigekuaisufazhan，daozoushangdianfeng，rujinyoukuaisudiaoduidegushi。

richanqicheshijiaozaojinruzhongguoshichangderibencheqizhiyi，1973nian11yue，diyitairichangongjuejiaochedidazhongguo。zhidao1985nian，richanqichezaibeijingshezhibanshichu。

1993nian，richanzaizhongguodediyijiazhengcheheziqiyezhengzhourichanchengli，zhihoujiushi2003nian，richanqichehedongfengqichehezichengliledongfengrichan。

richanqichexiangshoudaolezhongguoheziqichefazhanhuangjinshidaidehongli。dianfengshiqiderichanqicheyu2018nianhe2019nianzaizhongguoshichangdexiaoliangchaoguo150wanliang，neixienianfengguangwuxian。

raner，cong2019nianzhihou，richanqichezaizhongguoshichangdexiaoliangzhunianxiahua，daole2023nian，qizaizhongguoshichangxiaoliangruijianzhi79.83wanliang，tongbixiahua24.05%。

jurichanqicheshuju，11yuefen，richanqichezhongguoqu（baokuochengyongcheheqingxingshangyongche）xiaoliangwei63545（hanyingfeinidijinkouche），tongbixiajiang15.1%。jinnianqian11geyue，richanqichezhongguoquleijixiaoliangwei621,713tai，tongbixiahua10.53%。

zaidangqiandezhongguoqicheshichang，richanqicheshirixisanjiankecheqizhong，riziguodezuijiannandeyijia。

jinnian6yue，richanqichexuanbuguanbiqiweiyujiangsuchangzhou、yudongfengqichehezidechengyongchegongchang，gaichangnianchannengyuewei13wanliang，erqietouchanbuzu4nian，rangshichanggandaojingya。

richanqichezaizhongguoshichangjiejiebaitui，heyizhici？zai《xinpinlvecaijing》kanlai，chuleshangshuxiaoliangchixuxiahuashijieguobiaoxianheguanjianyuanyinwai，beihouhaiyougengduoyuanyin。

richanqichewulunshizaizhongguoshichang，haishiquanqiushichang，zhengtikan，qichexinggengxinhuandaisuduyaoyuanyuanluohouyutongxing，bujinluohouyuoumeicheqi，shenzhihailuohouyufengtian、bentianzheiliangjiajingzhengduishou。

chexinggengxinhuandaiman，hennanxiyinxiaofeizhe。jiubirurichansuvchexingxiaoke，chichibugengxinhuandai，shengjijiushixiaogaikuanshengji，jianjiandandanhuanhuanqianliansheji。

feichangyihandeshi，richanqichecuoguolezhongguoxinnengyuanqichefazhandexianji。richanqichedediandonghuaqibujiaozao，birurichanqixiamingxingdiandongchexinglingfeng，zaiguojishichangmaidehenhao，shizhongmeiyouyinjinzhongguoshichang。

houlai，suizhezheijinianzhongguoqicheshichangjinruxinnengyuanqicheshidai，zhongguobentuzaochexinshilijueqi，bentuchuantongcheqiyefenfenzhuanxiangdiandonghua，richanqichebufahuanman，xiangjiaoyudeguodazhongqichemanletaiduo。

jiusuanshihoulaijiasuzaizhongguoshichangdediandonghua，danqituichudexindiandongsuvchexingairuiyagangkaishishoujiabubianyi，danzhengtichanpinxiyinliyijingbunengxiyinzhongguoxinnengyuanqichexiaofeizhe，tebieshiwufaxiyinnianqingxiaofeizhe。

zaijiashang，yuanbenbeirichanqichejiyuhouwangdeqihaohuaqichepinpaiyingfeinidi，yejinyibutuolerichanqichedehoutui。

yingfeinidigangkaishiyijinkouhaohuacheshenfendakaishichang，yingdeleduanzangaoguangjinian，houlaihaiguochanle，danyingfeinididepinpaiyingxianglimeiyouleikesasiqiang，xianrujinyingfeinidiyijingzaiguoneihaohuaranyoucheshichangmeishenmecunzaiganle，yingfeinidizaibeimeishichangyemaibuguoleikesasi。

richanqichezaizhongguoshichangdexiaoliangchixuxiahua，qishishichuantonghezichepinpaideguanghuanxiaoyingzhengzaijiasusanqudeyigesuoying，zhongguobentuqichepinpaiyijingjueqi，tebieshizaixinnengyuanqichelingyu，richanqichekedadepaibuduo。

erzhongguoshichangshirichanqichedequanqiudierdashichang，zhongguoshichangyejibiaoxianbujia，richanqichezhinengnanshangjianan。

03 未来何去何从？

dangqianyijingxianrujingyingweijiderichanqiche，jiaotoulane，mangyuzijiu，xunqiujiepanxia，dankexuanfanganbingbuduo。

zai《xinpinlvecaijing》kanlai，congmuqianguoneiwaimeitibaodaodexinxilaikan，keyidadanyuce，richanqichezhiyousantiaolukexuan。

diyitiaolushixunzhaoyigezhangqi、wendingdegudong。

richanqichedelianmengcheqijihezuohuobanleinuozhengzaichushouqianzhedechigu，richanqichexuyaoweizheixiegufenzhaodaojiepanxia。

juwaimeibaodaocheng，youliangmingzhiqingrenshicheng，richanqichezhengzaixunzhaoyigezhangqi、wendingdegudong，ruyinxinghuobaoxianjituan，yiqudaileinuodebufenguquan。

jinrongjigouruguojieshourichanqichedebufengufen，nengweirichanqichedailaizijin，yebuhuiyingxiangrichanqichederichangguanlijingying，zheigujishirichanqichezuixiangyaodejiejuefangan。

youwaimeibaodaocheng，dongdangderichanxiyinlezongbuweiyuxinjiapodeaifeiximozibenguanligongsihexiangganglvzhouguanligongsidetouzi，xunzhaozhuyaotouzizhebiandegengjiaguanjian。

richanqichenengbunenghuodejinrongjigoudetouzi，guanjianhaiyaokanrichanqichedezichanjiazhijiweilaishichangqiwang。

diertiaolushiyuribentongxingqichepinpaijinxinghezuo，jiemenghuoshendukunbang。

muqian，richanzhengzaiqiaodinghelaoduishoubentiandexindiandongqichedehezuotiaokuan，danleinuoqiwangbentiannengjieshouzijishouzhongchiyouderichanqichedeyibufenguquan。

bijiaoyouyisideshi，zijinnian8yuefenrichanqichehebentianxuanbuhezuoyilai，shuangfangdoudanhualezibenhezuodekenengxing。youshichangguandianrenwei，bentianshougougufenshizuihoudeshouduan。

ruguoweilaibentianzhendeshougouleyibufenrichandegufen，shuangfangbujinzaidiandongchexingshangkeyihezuo，henduoziyuankeyigongxiang，nengdadatishengziyuanliyonglv，qishiyenengshuangying。

disantiaolushirichanqicheruguozuihouzhaobudaoxingudonghuozhexindetouzizhe，zhinengpochanzhongzu。

richanqicheruguozuihouzhaobudaoxingudonghuozhexintouzizhe，xiaoliangruguozaichixuxiadie，jimeiyouxindexianjinliuyinrudehua，richanqichedecaiwuweijihejingyingkunjuhuijinyibujiaju，zhizhixianjinliuduanlie，wufajingying。jieshi，yujiribenzhengfuyehuijieru。

youshichangguandianrenwei，ruguoweilaibentianshougourichan，haiyouxiwangdazaodiergefengtian。qishizheiyangdeguandianmeiyoutaiduoyiyi。

richanqichehuajieweijihaiyouyigemanzhangdeguocheng，ranershijianquebudengren，tebieshizaizhongguoshichang，chuantonghezichezhengzaijiasushiqumeili，zhongguobentuxinnengyuanqichepinpaiqiangshijueqi，richanqichexuyaofangxiashenduan，quanmiankaishizhongguoshichangbentuxinnengyuanzhanlve，shuobudingweilaiduoshaohaiyoudianjihui。

juxi，yuji2026cainianrichanqichezaizhongguoshichangtuichu8kuanxinnengyuanqiche，qizhongbaokuo5kuanrichanpinpaidexinnengyuanqiche，shoukuanrichann7liangchanchexingyizaijinnian11yuedeguangzhouchezhanliangxiang，qixinchexingxiyinliruhe，haiweizhi。

zhengtieryan，shichangliujirichanqichedeshijianbuduole。