Title: Vol.248 Four Major Conjectures for the 2026 Chinese Auto ...
URL Source: https://www.bestblogs.dev/podcast/10af9b2
Published Time: 2026-03-11 23:00:00
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Vol.248 2026 中国车市四大猜想 =====================
One Sentence Summary
An in-depth analysis of brand reshuffling, the EREV trend, internal friction within the Huawei ecosystem, and global transformation in the 2026 Chinese auto market amidst subsidy phase-outs.
Podcast Info
From:商业就是这样
Published At:Yesterday
AI Score:
82
Categories
Business & Tech
Chinese
#### Tags
New Energy Vehicles EREV Brand Reshuffling Automotive Industry Huawei HIMA
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Vol.248 Four Major Conjectures for the 2026 Chinese Auto Market ---------------------------------------------------------------
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Show Notes Content Overview Transcript Q&A Recap
2026年初，中国新车市场的销量同比大幅下滑，这种下滑虽然可以简单地归因为补贴政策的退坡，但考虑到2025年末并未出现补贴政策尾声的销量暴涨，一个更客观也更残酷的判断是：2026年，中国的乘用车销量大概率会同比下滑——包括前几年突飞猛进的新能源车。
蛋糕在变小，竞争者在变多。在此前提下，我们通过四大猜想的形式，勾勒2026年中国车市值得关注的故事线。相比猜想正确与否，更重要的是猜想背后的行业变化。 | 主播 |
肖文杰、约小亚 | 时间轴 | 00:51 如何理解2026年初的销量下跌？ 06:56 猜想一：不止一个品牌从市场上消失 13:43 脑洞不妨大一些：新势力和大集团的合并 17:30 猜想二：增程（最后的）盛宴 28:07 这批车开发得太快了 29:09猜想三：华为系的内部竞合 35:51 猜想四：比亚迪不再（也不专注于）一家独大 41:05 真正的跨国公司，而不单是出海 | 后期制作 |
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Vol.248 Four Major Conjectures for the 2026 Chinese Auto ... ===============