文｜融中财经

richanqiche，zheigexuduo80、90houxinzhongde“shenche”，jinqiquechuanchulekenengpochandexiaoxi。

jumeitibaodao，richandegaoguantoulu，gongsishengcundeshijianjinshengxia12-14geyue，zhengzaijinjixunzhaoxindetouzizhe。zheiyixiaoxilingrenzhenjing，yinweirichanshouwoxuanyizheiyiquanqiuzuirexiaochexingzhiyi，quezhengmianlinpochandebianyuan。

richandekunjingshiyujinianqian，cong2020nian4yuezhi2021nian3yuedecainianzhongyunyingkuisun1507yiriyuan，jinguan2021nian4yuezhi2023nian3yuedesangecainianshixianyingli，danbencainian“kenenghuichuxianshuqianyiriyuandechizi”。

richandekunjingbujinshiqizishendewenti，yefanyinglerixichexingzaidiandonghuazhuanxingshangdezhengtikunjing。rixicheqizaidiandonghuazhuanxingshangpubiancaiqujiaoweibeidongdecelve，quefashuzihuarencaiyunengli，daozhishichangjingzhengzhongchuyulieshi。zaixinnengyuanhediandonghuashidai，rixichexiandeyouxie“luohou”，weinengjishibuzhuoshichangqushi，cuoshilezhongyaodezengzhangjiyu。dianchijishupingjing、xuhanglicheng、chongdiansuduyuchengbenkongzhidengguanjianwenti，shiderixicheqizaidiandonghuazhuanxingjihuashangxiandeyouyubujue。zheixieyinsugongtongdaozhilerixichezaidiandonghuajinchengshangdehuanman，bujinshirichan，fengtian、bentiandengrixicheqidoumianlinzheleisidetiaozhan。

进入倒计时

yaoshiwen80、90hourenshengdiyiliangcheshishenme，shigerenyoujiugehuihuida“richan”。

raner，jiushizheigechudaideshijiejishenche，quehuranxuanbushangyeshengmingjinruledaojishi。

jinriyoumeitibaodaochengrichanyiweigaoguantoulu：richanshengcundeshijian，zhishengxia12-14geyue，gongsizhengzaixunzhaoxindetouzizhe。

shouwoxuanyizheigequanqiuzuirexiaochexingzhiyidecheqijuranzhengzaizouxiangpochan，zheilingrenzhenjingbuyi。

huisurichanqichedexiaolianghuatielu，shiyusannianqian。

congrichanqichezaizhongguodiqudexiaolianglaikan，2022nianzaihuaxiaoliang104.52wanliang，tongbidadie22.1%；2023nianxiaoliangjixubaodie24%，quannianxiaoliangwei79.38wanliang；jinnianqianshigeyue，zaihualeijixiaoliangyuewei55.8wanliang，tongbixiajiang9.98%。

shijishang，richanqichebingbuzhishizaizhongguoshichangbiaoxianbujia，congjinnianshangbancainianderichanqichecaiwushujulaikan，2024shangbancainian（4yuezhi9yue），gongsijingyingshoutongbijiangdi1.3%zhi5.98wanyiriyuan；yingyeliruntongbidadie90.2%zhi329.08yiriyuan，yingyelirunlvcongquniantongqide5.6%jiangzhijin0.5%；jingliruntongbidajiang93.5%zhi192.23yiriyuan。

zhongsuozhouzhi，qiyebushikaiyuanjiushijieliu，mianduixiaoliangheyinglinenglideshuangzhongxiahua，richanqichelijiqidonglejieliujihua，kaishiyixiliexuejianchengbendexingdong。

biru，caiyuan、jianchan，xuejian20%dequanqiuchanneng，zaiquanqiufanweineicaiyuan9000ren，chushousuochiyoudesanlingqichebufenguquanyijijiangdixiaoshou、zonghejixingzhengkaizhi，jianshaoshangpinchengben，youhuazichanzuhedeng。

shenzhirichangaoguandoukaishi“weiaifadian”，richanshouxizhixingguanneitianchengxuanbu，jiangcong11yueqiziyuanfangqi50%deyuexin，qitazhixingweiyuanhuichengyuanyejiangziyuanxiangyingjianxin。

qishizaijinniangengzaodeshijian，richanqichejiuyijingguanbileyijiaweiyujiangsuchangzhoude，nianchanneng13wanliangdechengyongchegongchang。zheiyeshirichanzaizhongguoshouciguanbichengyongchegongchang。

ercongjinrichuanchuderichanqichehaishengxia12-14geyueshengcunshijian，shenzhishirichanqichekenengbeishougoudexiaoxilaikan，richanqichezheiyixiliejieliudexingdonghaimeiyouqidaoniuzhuanjushidexiaoguo。

shijianzaiwanghuitui，2018nian，richanqichehaishiguoneizuichangxiaodeqichezhiyi。dangnianrichanzaihuaxiaoliangdadao156.4wanliang，chuangzaolelishixingao。

richanqichezaizhongguoxiaolianghenhaodeyuanyinzhuyaobaokuoqizaoqishichangjinruheheziqiyeyoushi。richanqicheshijiaozaojinruzhongguoshichangderibencheqizhiyi，1973nianjiukaishizaizhongguoxiaoshouqiche。1993nianqianhou，richanzaizhongguodediyijiazhengcheheziqiyezhengzhourichanchengli，2003nianyudongfengqichehezichengliledongfengrichan。zheixiezaoqideshichangjinruheheziqiyeyoushishirichannenggouxiangshoudaozhongguoheziqichefazhandehuangjinshidaihongli。

ciwai，richanzaizhongguoshichangdegexifenshichangdouyoujijujingzhenglidechanpin，biruzaijiajiaoshichang，xuanyiduonianweijushichangxiaoliangguanjunbaozuo；zaizhongjijiaocheshichang，tianlainengyukaimeirui、yage、pasate、maitengdengyijiaogaoxia；zaisuvshichang，xiaoke、qijunyeshixiaoliangzhanghong。

richanqichehaitongguoyudongfengqichejituandejinmihezuo，goujianlehangaisheji、yanfa、gongyinglian、bendirencaipeiyangdenglingyudeqiangdabendishengtaiquan，chixuweizhongguoxiaofeizhetigonggaopinzhichanpinhefuwu。

suirancihousannian，richanxiaoliangxianruxiaofuxiahuadetongdao，buguodao2021nianxiaoliangyiranyou138wanliang，qizhongxuanyiquannianleijixiaoshou51.3wanliang，pingjundanyuexiaolianggaoda4.3wanliang，fangzaizhenggeshichangyeshishuyishuerdecunzai；zhongjichetianlai、suvxiaokeyuejunxiaoliangyedouzaiwanliangyishang，shigezixifenshichanglidezhuyaowanjia。

错过电动化

yaoshuorichanqicheshichangsuoshuideyuanyin，meiyouchixudebaokuansihushiyigeyuanyin。

“xianzaideqicheshichangshiyigexuyaobaokuanyexuyaochanpinxiandeshidai。chanpinxianquanmiandanshimeiyouchixubaokuanshibuxingde。ertiqirichan，nihennanshuojinjiniantamenchuleshenmebaokuan。”zishenqichecongyezhexiaolin（huaming）zheiyangshuodao。

ciwai，richanzaixinnengyuanhediandonghuashidaixiandeyouxie“luohou”。

youyuquefashuzihuarencaiyunengli，richanzaishichangjingzhengzhongchuyulieshi。tongshi，richanqichezaizhongmeiliangdashichangdadajiagezhan，tebieshizaizhongguoshichang，xuanyidengpingjiachexingxiaoliangshangke，danlirunjiaodi，qiechundianchexingchanpinjuzhenbugouwanshan，zaixinnengyuanqicheshichangjingzhengzhongchuyulieshi。

youqizaizhongguoyijingquanmianjinruxinnengyuanqicheshidai，henduochezhukaishicongranyouchezhuanhuandaoxinnengyuanche，zheiqizhongdabufenchezhujiushirixichechezhu。hexinyuanyinjiushi，kairixichedechezhudouhenguanzhuxingjiabi，bijingribenchejiushiyishengyouchumingde，buguoyoufeizaisheng，yeshengbuguodianfei。

xiaopang（huaming）yiweijinshinianderichanchezhu，jiuzaiqunianhuanchenglebiyadiqinpluschundianban，“congfadongjidenaiyongchengdu、youhao、baoyangfeiyongyijibaozhidulaihengliang，rixichequeshishizonghexingjiabizuigaode。wozijihuanchedezhuanzhedianshi，quniankaishiwokaishizuoqilejianzhiwangyuechesiji。”xiaopangbiaoshi，tasuanleyibizhang，zijimeitianpao100-200gongli，zhiqianderichan100gonglidagaixuyao56yuanyoufei，huanchengxianzaidechundianqichehou，chongmandiandehuadagaishi50yuan，goukai2、3tian。yinci，paowangyuechehaishiyongchundianqichegenghesuan。

shishishang，zaidiandonghuajinchengshangjiaobuhuanmandebujinjinshirichan，cengjingbeichengwei“rixisanjie”defengtian、bentianherichanqichezaixinnengyuanchexingshangdoubiaoxiandebugouqiangjing。

“bugouyouyexin”kenengshirixichezaidiandonghuazhuanxinghuanmandezhongyaoyuanyin。rixicheqizaidiandonghuazhuanxingshangpubiancaiqujiaoweibeidongdecelve。jinguanzaixuanchuancengmianyouxiongxinbobodejihua，danshijixingdongshangrengxianyouyubujue，zheizhongtaidudaozhileshichangbiaoxiandexiahua。

xingdongbugoulisuozhiwai，rixichediandonghuadejishuyebusuandingjiande，ribencheqizaidiandongchelingyumianlindianchijishupingjing、xuhanglicheng、chongdiansuduyuchengbenkongzhidengguanjianwenti。daguimoshengchanzhuanxingdailaidegaoangchuqitouruyuchuantongyewulirunxiahuaxingchengxianmingduibi，kaoyanzheqiyedezijinlianyuzhanlvedingli。

ciwai，ruhetishengxiaofeizheduidiandongchederenzhiduyujieshoudu，dapo“lichengjiaolv”，yeshirixicheqijidaijiejuedewenti。rixicheqitongguoduoyuanhuadejishucelvelaiyingduidiandonghuatiaozhan，congchuantongdehunhedongli（hev）daochundiandong（bev），zaidaochadianshihunhedongli（phev）yijichuangxinderanliaodianchijishu。zheizhongduolujingzhanlvetixianleqiduiweilaishichangxuqiudeshenkedongcha，danyefanyingleqiyezaimianduidiandonghuazhuanxingshidelinghuoxingyuqianzhanxing。

tongshi，rixicheqidezuzhijiagou、kaifaliucheng、zaiquanqiudebujuyuguoneicheqibutong，daozhiqizaixinnengyuanqichekaifashangdexiangyingsuduman，kaifachengbengao。youyudangqiangedizhengfuduidiandongqichedebutiezhengcezhengzaizhubutuipo，jiazhiwaijiejingzhengduishoudeqiangshibiaoxian，rixicheqidediandonghuazhuanxingjihuakenenghuizanhuan。zheixieyinsugongtongdaozhilerixichezaidiandonghuajinchengshangdehuanman。

拿什么拯救“日系三杰”

richanqichedangranyeyishidaolediandonghuayijingchengweilequanqiuqichechanyebukezuzhideqianjinfangxiang，yincizaidiandonghuajinchengshang，richanyecaiquleyixiliecuoshi。

richanqichefabule“the arcrichandianhujihua”，gaijihuatongguoquanfangweidexinchanpinguihua、tuijindianquhua、chuangxindeyanfaheshengchanfangshi、yingyongshuzihuaxinjishuyijishenhuazhanlvehezuohuobanguanxi，yitishengquanqiuxiaoliangbingtigaoyinglinengli。

richanjihuazaiweilaijiniantuichuduokuanxinnengyuanchexing，yimanzubutongshichangdexuqiu。dao2026cainian，richanjihuazaizhongguoshichangtuichu8kuanxinnengyuanchexing，binglizhengjiangqichekaifazhouqisuoduanzhi2.5nian。

weilemibujishuduanban，richanzhengzaitansuozengqiangxingncmlilizidianchi、lfpdianchihequangutaidianchi（assb）dengduoyuanhuadianchijishu，yitishengdianchixingnenghejiangdichengben。

richandemubiaoshitongguo“jiazuhua”moshikaifachundiandongchexing，zhenghedonglixitong，liyongxiayidaidemokuaihuazhizao、jituancaigouhedianchijishudechuangxin，zaixiayidaichundiandongchexingdechengbenjiangdi30%。

duiyudiandonghuaqicheshichangfenebizhongjuzuqingzhongdezhongguo，richanqicheliangshendingzhilezhuzhongjunhengbingguanzhuzhongdiandezhanlve，tongguotuichugengduoxinnengyuanqiche、chongfenjiehebendiyoushihequanqiunengli、biangeyunyingmoshidengsandazhizhujutituijin。

genju“richanqiche2030yuanjing”，richanjihuazaiweilai5nianneitouzi2wanyiriyuan，jiakuaituijindianquhuachanpinbujuhejishuchuangxin。dao2030cainian，richanjihuatuichu23kuandianquhuachexing，qizhongbaokuo15kuanchundiandongchexing，richanheyingfeinidipinpaidedianquhuachexingzhanbijiangchaoguo50%。tongguozheixiecelvehecuoshi，richanqichezhengjijituijinqidiandonghuajincheng，yishiyingquanqiushichangdexuqiuhequshi。

dangran，zheixiejihuaheyuanjingyoudian“yuanshuijiubulejinhuo”deyisi，suoyichulezheixiegengyuandademubiao，richanyezuoleyanxianengzuodechengbenkongzhilaihuanjieyanxiadecaiwuweiji。baokuocaiyuan、jianchandeng。

richanhaijiangzaizhongguochannengxuejianzhizuiyoushuiping，bingkenengguanbitaiguojimoxigedebufengongchang。zheiyicuoshisuirannengduanqineihuanjiechengbenyali，danduirichandequanqiubujukenengzaochengzhangqiyingxiang。

ciwai，richanzhengzaijijixunzhaoxindetouzizhe，xiwangjiezhuwaibulilianghuanjiezijinyali。shenzhiyouxiaoxicheng，richandelaoduishoubentiankenengyouyishougoubufenguquan，shuangfangzhengzaijiucijinxingqiatan，bingjihualianshoutuichuxindechundiandongchexing。

xirideduishou，rujinzaishidaidelangchaoxiakenenghuixuanzelianshou。

ruguorichanbeibentianshougou，shuangfangkenenghuizaiduogefangmiankaizhanhezuo。biru，bentianyurichankeyizaidiandongqiche（ev）lingyujinxingquanmianhezuo，baokuohexinlingbujianjichezairuanjiandetongyonghua，bingshenrudaodianchigongyinglian。zheizhonghezuozhizaijianqingjuetouzidefudan，bingjiakuaishiyonghuadesudu。shuangfangzhengzaikaolvjianlizhanlvehezuohuobanguanxi，gongtongshengchandiandongqichelingbujian，yijigongtongkaifaqicheruanjianpingtaizhongderengongzhinengjishu。

tongguoyouxiaohebing，richanhebentiankeyitongguoxuejianchengbenhezhengheziyuanlaitishengyingyelirunlv。liangjiacheqikeyitongguohebingqichejinrongbumenlaixuejiangengduochengben。bentianyurichanjiangpingjiejishuhezhishidexietongxiaoguo，nulichengweixingyedelingdaozhe，weiqichexingyechuangzaoxinjiazhi。ruguoshougouchenggong，bentianqichejiangchengweirichanqichededagudong，shuangfangjianggongtongyingduiquanqiuqicheshichangdetiaozhan。zheixiehezuocuoshizhizaitongguoziyuanzhenghehejishuxietong，tishengliangjiagongsizaiquanqiuqicheshichangzhongdejingzhengliheyinglinengli。

congxiri“shenche”daojinrushengmingde“daojishi”，zaidiandonghuadediedaizhong，rixichedekunjingzhujianfuchushuimian。errichanqicheyoujiangruhecongzheichangcaiwuweijizhongwanmeituoshen，gengjiazhideguanzhu。