文｜新媒科技评论

geshinianqiandajiajueduixiangbudao，“rixisanjie”youyitianyehuiyinglaihebingdejieju。jinri，duojiahaiwaimeitibaodaocheng，bentianyurichanjihuajiuhebingshiyijinxingtanpan。《ribenjingjixinwen》chengbentianyurichanjihuachengliyijiakonggugongsi，weilaihaiyoukenengjiangsanlingnarukonggugongsiqixia。

jiarutanpanshunli，bentian、richan、sanlingjiangyouwanghebingchengweiyijiaquanxingongsi，anmuqianxiaoliangyuce，hebinghoude“benriling”nianxiaoliangjiangchao800wanliang，chengweijinciyufengtianhedazhongdequanqiudisandaqichejituan。

jinnianlai，rixiqichexiaoliangxiahuadexiaoxibushichuxian，buguo，daduoshurenhaishijianxin“shousiluotuobimada”，zhidaorichanchuanchubinlinpochandexiaoxi，dajiacaizhenzhengyishidao，cengjiheshichengbaquanqiuqicheshichangderixiqiche，rujinyibeibizhiqiangjiao。

日系汽车大败退

genjuwaimeibaodao，richanqicheyijingdaolebinlinpochandedibu。《yingguojinrongshibao》yuanyinliangmingrichangaoguantouludexiaoxi，chengrichandeshengcunshijianjinshengxia12-14geyue，ruguomeiyouxindetouzizhechuxian，qijiangyoukenengyinzijinlianduanlieerbeipochanqingsuan。

jiangshijianwanghuitui，richande“weiju”bingfei“yirizhihan”。2018nian，richanhaishiguoneizuichangxiaodeqichezhiyi，qixiayouzhexuanyi、tianlaidengbaokuanchexing，haiyouxiaoke、qijundengxiaoliangzhanghongdesuvchexing。

dancong2020niankaishi，richanjiujinrule“xiahuatongdao”。yidongfengrichanweili，qizaiguoneishichangdexiaoliangcong2018niande131wanliangxiahuazhi2020niande122wanliang；dao2022nianshishoubaiwannianxiaoliang；zaidao2023nianjinyou72wanliang，jihuzhiyoudianfengshiqiyibandexiaoliang。

laidao2024nian，qingkuangyiranyanjun。jinnian1-11yue，richanleijixiaoliangwei621713tai，tongbixiajiang10.5%。bujinzhongguoshichanggaoji，richanzaiquanqiushichangdexiaoshouqingkuangyeburongleguan。

genjurichan2024nianshangbancainiancaibao（4-9yue），qiquanqiuzongxiaoliangwei160wanliang，tongbixiahuajin4%；diercaiji（7-9yue）wei81wanliang，jiaodiyicaiji-0.5%dejiangfuyousuokuoda。

quanqiuxiaoliangehuayejinyibuyingxianglerichandeyinglinengli，shangbancainianqijian，richandejingyingshoutongbijiangdi1.3%zhi5.98wanyiriyuan；yingyeliruntongbidadie90.2%zhi329.08yiriyuan。

dangran，bingbuzhiyourichanzaizhongguoshichang“yuleng”，bentianyeyiyangshi“nanxiongnandi”，jinnian1-11yue，bentianzaihualeijixiaoliangwei740399liang，tongbixiahua30.70%。

xiangjiaozhixia，fengtianzeshi“rixisanjie”zhongweiyibaochizengzhangde。buguo，danpingfengtianyijizhili，haishihennangaibianrixiqichezaizhongguoshichangzhujianhouchedequshi。

cong2021nianzhi2023nian，rixiqichezaiguoneideshichangfenecong22.2%xiajiangzhi17%，jinnian11yuedeshuzigengzhiyou12.4%，tongbixiajiang3.1gebaifendian。

neiranjishidaizhengzaizhujianluomu，zheishidangxiaqichechanyedezhenshixiezhao，bujin“rixiche”mianlinshichangweisuodekunjing，quanqiudierdaqichejituandazhongyeyinguanchangcaiyuanfengboeryinlaishiwanyuangongbagongkangyi。

yiduchengbaqichechanyedetamen，daodicuoguoleshenme？shouxian，shicuoshizhuanxingjiyu。yirichanhefengtianweili，suiranliangzhetongqiquanqiuxiaoliangyeyousuoxiahua，danfengtiandeyinglinengliquexiangduiwending。

yeneirenshirenwei，zheigengejiaqiyedexinnengyuanzhanlvexuanzemiqiexiangguan。xiangjiaoyubentianhefengtianeryan，richanzaihundongjishushangdetansuogengchiyibu，buguohaishizai2016niantuichulemingweie-powerdehundongjishu。

tongnian，fengtianhundongchexingzaiquanqiudeleijixiaoliangyitupo900wanliang，yejiushishuo，ruguozheishihourichanquanlibujuhundongluxian，huoxuyenenggen“liangtian”yiyang，zaishiyiyuranyoucheshichangshi，nenggouzaihundongshichangbanhuiyicheng。

dancishirichanqueyinweihundongchexingfanxiangpingpingerzhuanxiangyabaochundianchexing，zaidangshishichanghuanjingxia，rucijijindezhuanxingcelvebingfeizuiyouxuanze，zuizhongrichancuoguodehundongshichangjiubei“liangtian”guafenle。

qici，shiquefabaokuan。“dianjinyoutui”guranshijinnianqichechanyebukenizhuandequshi，danzhengshiyinweiyaomianduixinnengyuanchelaishixiongxiongdejingong，ranyouchegengyinggainachukuaisudeyingduicelve。

kerixicheqidaduohaishichizhechengshuchanpinxiande“hongli”，quefaxindebaokuanchexing，zaixiangsidechexinghebubiandehuashuxia，yingxiaohennanzhaodaoxindehuatidian，xiaofeizhedezhuyiliziranyehuibeiduozou。

zuihou，zeshishuzihuanengliluohou。guoneixinnengyuancheqidediandonghuanengliheshuzihuanenglijihushitongbudiedaide，danduiyuoumei、rixicheqilaishuo，tourudiandonghuazhuanxingbenjiumianlinzhejudadechenmeichengben，jiugengnanfenchujinglijishuzihuanenglidejianshe。

yidazhongweili，qixiaruanjianbumen cariadzichenglizhijinyizhichuyukuisunzhuangtai，jinnianqian9geyuegengkuidiaolechaoguo20yiouyuan，napachijuziyehennangaibianqiquefaruanjiankaifawenhuadewenti。

昔日对手变盟友

zhongzhongyuanyinzhixia，zheijinian“rixiche”deriziyebutaihaoguo，bushaocheqiyechangshitongguojianchan、caiyuandengjiangbenfangshilaizijiu。

11yue，richanxuanbuxuejian20%dequanqiuchanneng，bingzaiquanqiufanweineicaiyuan9000ren，gaoguangengdaitoujiangxin50%；ciqian，guangtian、bentianyizaiguoneicaiyuanchaoqianrenyishang。

dandanchunde“jiangben”zhinengyanhuanzouxiangzhongdiandeshijian，yincicongquniankaishi，zheixiexirideduishoufenfenbianshenmengyou，tongguo“baotuan”fangshilai“jiangbenzengxiao”。

jinnian6yue，fengtian、sibalu、mazidasanjiacheqibiaoshijianghezuoyanfaneiranjitidairanliaowenti；11yue，fengtian、bentianyurichanjiangzaiqicheruanjiankaifashangjiaqianghezuo。

richanyubentianyezaijinnian8yuedachenghezuo，gongtongqianshuleguanyushenhuazhanlvehezuohuobanguanxikuangjiadeliangjiebeiwanglu，jiulianhecaigou、gongtongkaifadonglipingtai、lingpeijiantongyonghuadengfangmianzhankaihezuo。

“hezonglianheng”dehaochushixianeryijiande。yifangmian，tongguogongxiangxiangtongdejishufangfa，cheqizhijiankeyitigaozibenpeizhidexiaolv，suojiancongguanli、caigoudaoshengchanheyanfadengfangmiandezhichu。

lingyifangmian，cheqizhijianzaiqicheruanjian、neiranjijishudengfangmiandelianheyanfa，keyitishengyanfaxiaolv，jiakuaishiyonghuadesudu。

jiaru“benriling”chenggonghebingdehua，sangecheqihainengzaigengduofangmianzhankaihezuo，biruzaihexinlingbujianjichezairuanjiantongyonghuafangmian，bicidehezuokeyishenrudaogongyinglianlingyu，baokuozhanzhengchechengbendatoudedianchigongyinglian，tongguoguimoxiaoyingbangzhucheqijinyibujiangdishengchanyanfachengben。

ciqian，richanbiantidaojiangzaiweilaijiniantuichuduokuanxinnengyuanchexing，tongguo“jiazuhua”moshizhenghedonglixitong，zhengqujiangxiayidaichundiandongchexingdechengbenjiangdi30%。

lingwai，hebingzhihou，shuangfangdequdaoheshouhoufuwuyenenggougongxiang，buguangkeyijieshengkaizhi，hainengdatongshichangshuju，shixiangenggaoxiaodexiaoshouguanli。

shishishang，weileyingduiqichexingyedezhuanxing，rixicheqizhijianzaoyibingqilexiridediyikaishihezuo，bujinruci，ribenzhengfuyenachu“youxingdeshou”laizhengheribenqichechanye。

jinnian5yue，ribenjingjichanyeshenggongbuleribenqichechanyeshuzihuazhuanxingzhanlvefangan，zhendui“ruanjiandingyiqiche”（jitongguoruanjianerfeichuantongyingjianlaitishengchelianggongneng）shedingmubiao，xiwangtongguocujingechangshanggongtongkaifaxiangguanjishu，baochizaiqicheshichangshangjingzhengli。

抱团取暖时代来临？

zhideyitideshi，chule“benriling”youwangchengweiquanqiudisandaqichejituanzhiwai，quanqiudiyidaqichejituanfengtianyeyizhizaifazhanzijidelianmeng，yumazida、lingmu、sibaludengjinxingjishuhezuo，xingchengyigequanqiuchao1600wanliangguimodelianmeng。

buguo，xiangjiaoyurixicheqide“baotuanqunuan”，zhongguocheqizesihugengqingxiang“dandadudou”，wulunshitilianggengdadebiyadi、jili，haishixinshilicheqiyuxiaoli、lingpaodeng，zhongguocheqizaichexingpingtai、zhinengjiagou、zhicangxitong，shenzhishizhijiaxinpiandengfangmiandougengshanzhang“ziyan”。

dangran，jinnianguoneicheqilianmenghezuodeanliyezaizengduo，bijiaomingxiandeshizaizhijiafangmian，dandaduoyeshitongguotouzi、fuhuadengfangshilaihezuo，birubiyadirugudajiangqixiazhuoyukeji；zhangchengtouziyuanrongqixingdeng。

qizhongyigeyuanyinshi，guoneicheqizaidiandonghuajinchengshangpaodegengkuai，zhengtiyanfanengligengqiang，dangqiandajiahaichuyu“paomaquandi”jieduan，ziranshigengqingxiangtongguoziyanlaidazaochayihuachanpintixi。buguoconglingyigejiaodulaikan，zheiyejiasuleguoneichequandeneijuan。

xiangjiaozhixia，“baotuanqunuan”youzhejiangbenzengxiaodengyoushi，danduiyuhezuocheqilaishuo，yebingfeiquanwugulv。shouxian，“rixisanjie”benlaijiuzaigezidejishuluxianshangyoushenhoujilei，zaihebingzhihounengfoushunlishixianjishumohe、wenhuaronghe、jiagouzhongzheng，zheiyeshiyigetiaozhan。

qici，cheqihezuojiyouhubudekeneng，dantongleichanpinyeyoukenenghuxiangqiangduoshichang，xiang“benriling”nengfouzaisanfanghebinghouzhongxindazaochuyigegenshichangxianyoupinpai，yijibentian、richan、sanlingdouyousuoqugedepinpai，zheiyehenkaoyanxingongsidechanpincelvehepinpaiyingxiao。

dangran，renheshangyejuecedouyouyingbideliangmian，duidangxiaderixiqichelaishuo，ruguojixudandadudou，zezhudingwufaganshangxinnengyuanqichechanyedezhuliushuiping，jiranruci，daoburufangshouyibo。

danduiguoneicheqilaishuo，yeyaoguanzhuhaiwaiqichejituan“hezonglianheng”suodailaidezhandouli，bijingzheixiecheqidouyoushenhoudejishudiyun，quedekenengzhishiyigeshiji。

suizheguoneichequantaotaisaijinrudaoxiabanchangjieduan，huoxuguoneicheqiyegaikaolvruhezai“neijuan”zhiwaijidajiazhaoyitiaoxindefazhandaolu，fouzecongjingzhengzhuanchengneihao，zhihuixiaohaozhongguoqichexingyedeweilai。

2025nianjijiangdaolai，xiwangzaixindeyinianli，guoneichequanchulejiageneijuanzhiwai，hainengdailaigengduochuangxinhetupo。