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【汽车行业周报】比亚迪开打新价格战,吉利积极参战,各有各原因_我的网站

中国合伙人

一 |     

行业】本周最大事件是比亚迪开打新一轮价格战,除了吉利,其他车企参战意愿并不强烈。

二 | 比亚迪主动发起价格战原因:核心市场遭攻击,现金流下降,本质是牺牲部分利润空间改善现金流。吉利没有财务压力,更多是战略整合需求另一事件是魏建军提到汽车市场存在无底线降价和质量失控乱象,恒大式负债的车企已出现。

三 |     The countdown has officially begun for the sixth edition of the much-awaited Filmfare OTT Awards 2025, set to take place in Mumbai on December 15, 2025. As excitement builds for an evening dedicated to celebrating outstanding talent in acting, direction and technical artistry, Filmfare is now revealing this year’s nominations. Spanning 38 diverse categories, the list highlights the creativity, innovation and excellence, shaping India’s streaming landscape. With anticipation growing amongst creators and audiences alike, the announcement sets the stage for a memorable ceremony honouring exceptional contributions across the world of digital entertainment.          Here are the nominations for Filmfare OTT Awards 2025:     In This Article      BEST SERIESBEST DIRECTOR, SERIESBEST ACTOR, SERIES (MALE): DRAMABEST ACTOR, SERIES (FEMALE): DRAMABEST SUPPORTING ACTOR, SERIES (MALE ): DRAMABEST SUPPORTING ACTOR, SERIES (FEMALE ): DRAMABEST ACTOR, SERIES (MALE): COMEDYBEST ACTOR, SERIES (FEMALE): COMEDYBEST SUPPORTING ACTOR, SERIES (MALE ): COMEDYBEST SUPPORTING ACTOR, SERIES (FEMALE ): COMEDYBEST STORY, SERIESBEST DIALOGUE, SERIESBEST ORIGINAL SCREENPLAY, SERIESBEST COMEDY (SERIES/SPECIALS)BEST (NON FICTION) ORIGINAL (SERIES/SPECIAL)BEST FILM, WEB ORIGINALBEST DIRECTOR, WEB ORIGINAL FILMBEST ACTOR, WEB ORIGINAL FILM (MALE)BEST ACTOR, WEB ORIGINAL FILM (FEMALE)BEST SUPPORTING ACTOR, WEB ORIGINAL FILM (MALE)BEST SUPPORTING ACTOR, WEB ORIGINAL FILM (FEMALE)BEST ADAPTED SCREENPLAY, SERIESBEST CINEMATOGRAPHER, SERIESBEST PRODUCTION DESIGN, SERIESBEST EDITING, SERIESBEST COSTUME DESIGN, SERIESBEST BACKGROUND MUSIC, SERIESBEST MUSIC ALBUM, SERIESBEST VFX, SERIESBEST SOUND DESIGN, SERIESBEST STORY (WEB ORIGINAL FILM)BEST ORIGINAL SCREENPLAY (WEB ORIGINAL FILM)BEST DIALOGUE, WEB ORIGINAL FILMBEST CINEMATOGRAPHER (WEB ORIGINAL FILM)BEST PRODUCTION DESIGN (WEB ORIGINAL FILM)BEST EDITING (WEB ORIGINAL FILM)BEST BACKGROUND MUSIC (WEB ORIGINAL FILM)BEST SOUND DESIGN (WEB ORIGINAL FILM)BEST SERIES     BLACK WARRANT     FREEDOM AT MIDNIGHT     IC 814: THE KANDAHAR HIJACK     KHAUF     PAATAL LOK SEASON 2     THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE     BEST DIRECTOR, SERIES     ANUBHAV SINHA (IC 814: THE KANDAHAR HIJACK)     AVINASH ARUN DHAWARE (PAATAL LOK SEASON 2)     NAGESH KUKUNOOR (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     NIKKHIL ADVANI (FREEDOM AT MIDNIGHT)     PANKAJ KUMAR & SURYA BALAKRISHNAN (KHAUF)     PUSHKAR SUNIL MAHABAL (BLACK, WHITE & GRAY- LOVE KILLS)     VIKRAMADITYA MOTWANE, SATYANSHU SINGH, ARKESH AJAY, AMBIECKA PANDIT, ROHIN RAVEENDRAN(BLACK WARRANT)     BEST ACTOR, SERIES (MALE): DRAMA     AMIT SIAL (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     JAIDEEP AHLAWAT (PAATAL LOK SEASON 2)     KAY KAY MENON (SHEKHAR HOME)     ROSHAN MATHEW (KANKHAJURA)     VIJAY VARMA (IC 814: THE KANDAHAR HIJACK)     ZAHAN KAPOOR (BLACK WARRANT)     BEST ACTOR, SERIES (FEMALE): DRAMA     AADITI POHANKAR (EK BADNAAM AASHRAM S3 PART 2)     MAANVI GAGROO (HALF LOVE HALF ARRANGED SEASON 2)     MONIKA PANWAR (KHAUF)     RASIKA DUGAL (SHEKHAR HOME)     SAMANTHA RUTH PRABHU (CITADEL: HONEY BUNNY)     SHABANA AZMI (DABBA CARTEL)     BEST SUPPORTING ACTOR, SERIES (MALE ): DRAMA     ANURAG THAKUR (BLACK WARRANT )     ISHWAK SINGH (PAATAL LOK SEASON 2)     PARAMVIR SINGH CHEEMA (BLACK WARRANT)     RAHUL BHAT (BLACK WARRANT)     RAJAT KAPOOR (KHAUF)     RAJENDRA CHAWLA (FREEDOM AT MIDNIGHT)     BEST SUPPORTING ACTOR, SERIES (FEMALE ): DRAMA     DIVYA DUTTA (BANDISH BANDITS SEASON 2)     GEETANJALI KULKARNI (KHAUF)     NIMISHA SAJAYAN (DABBA CARTEL)     PATRALEKHAA (IC 814: THE KANDAHAR HIJACK)     SHEEBA CHADHA (BANDISH BANDITS SEASON 2)     TILLOTAMA SHOME (PAATAL LOK SEASON 2)     BEST ACTOR, SERIES (MALE): COMEDY     AMOL PARASHAR (GRAM CHIKITSALAY)     BARUN SOBTI (RAAT JAWAAN HAI)     GAJRAJ RAO (DUPAHIYA)     JITENDRA KUMAR (PANCHAYAT SEASON 4)     RAGHUBIR YADAV (PANCHAYAT SEASON 4)     SPARSH SHRIVASTAVA (DUPAHIYA)     BEST ACTOR, SERIES (FEMALE): COMEDY     ANANYA PANDAY (CALL ME BAE)     ANJALI ANAND (RAAT JAWAAN HAI)     NEENA GUPTA (PANCHAYAT SEASON 4)     PRIYA BAPAT (RAAT JAWAAN HAI)     SHIVANI RAGHUVANSHI (DUPAHIYA)     SUNITA RAJWAR (PANCHAYAT SEASON 4)     BEST SUPPORTING ACTOR, SERIES (MALE ): COMEDY     AKASH MAKHIJA (GRAM CHIKITSALAY)     ASHOK PATHAK (PANCHAYAT SEASON 4)     CHANDAN ROY (PANCHAYAT SEASON 4)     DURGESH KUMAR (PANCHAYAT SEASON 4)     FAISAL MALIK (PANCHAYAT SEASON 4)     VINAY PATHAK (GRAM CHIKITSALAY)     BEST SUPPORTING ACTOR, SERIES (FEMALE ): COMEDY     AKANSHA RANJAN KAPOOR (GRAM CHIKITSALAY)     ANJUMAN SAXENA (DUPAHIYA)     GARIMA VIKRANT SINGH (GRAM CHIKITSALAY)     RENUKA SHAHANE (DUPAHIYA)     SANVIKAA (PANCHAYAT SEASON 4)     SONALI KULKARNI (OOPS AB KYA?)     BEST STORY, SERIES     CHANDAN KUMAR (PANCHAYAT SEASON 4)     CHIRAG GARG & AVINASH DWIVEDI (DUPAHIYA)     PUSHKAR SUNIL MAHABAL (BLACK, WHITE & GRAY- LOVE KILLS)     SMITA SINGH (KHAUF)     SUDIP SHARMA (PAATAL LOK SEASON 2)     VASANT NATH, NEHA VEENA SHARMA (ZIDDI GIRLS)     BEST DIALOGUE, SERIES     ANUBHAV SINHA & TRISHANT SRIVASTAVA (IC 814: THE KANDAHAR HIJACK)     CHIRAG GARG & AVINASH DWIVEDI (DUPAHIYA)     PUSHKAR SUNIL MAHABAL (BLACK, WHITE & GRAY- LOVE KILLS)     SATYANSHU SINGH & ARKESH AJAY (BLACK WARRANT)     SMITA SINGH (KHAUF)     SUDIP SHARMA, ABHISHEK BANERJEE, RAHUL KANOJIA, TAMAL SEN (PAATAL LOK SEASON 2)     BEST ORIGINAL SCREENPLAY, SERIES     CHANDAN KUMAR (PANCHAYAT SEASON 4)     PUSHKAR SUNIL MAHABAL (BLACK, WHITE & GRAY- LOVE KILLS)     SMITA SINGH (KHAUF)     SUDIP SHARMA, ABHISHEK BANERJEE, RAHUL KANOJIA, TAMAL SEN (PAATAL LOK SEASON 2)     BEST COMEDY (SERIES/SPECIALS)     CALL ME BAE (COLIN D'CUNHA)     DUPAHIYA (SONAM NAIR)     GRAM CHIKITSALAY (RAHUL PANDEY)     OOPS AB KYA? (PREM MISTRY & DEBATMA MANDAL)     PANCHAYAT SEASON 4 (AKSHAT VIJAYWARGIYA & DEEPAK KUMAR MISHRA)     RAAT JAWAAN HAI (SUMEET VYAS)     BEST (NON FICTION) ORIGINAL (SERIES/SPECIAL)     ANGRY YOUNG MEN (NAMRATA RAO)     FABULOUS LIVES VS BOLLYWOOD WIVES SEASON 3 (UTTAM RAMKRISHNA DOMALE)     FOLLOW KAR LO YAAR SEASON 1 (SANDEEP KUKREJA)     IN TRANSIT (AYESHA SOOD)     THE ROSHANS (SHASHI RANJAN)     VIR DAS: FOOL VOLUME (VIR DAS)     BEST FILM, WEB ORIGINAL     AGNI     CTRL     GIRLS WILL BE GIRLS     SECTOR 36     STOLEN     THE MEHTA BOYS     BEST DIRECTOR, WEB ORIGINAL FILM     ADITYA NIMBALKAR (SECTOR 36)     BOMAN IRANI (THE MEHTA BOYS)     KARAN TEJPAL (STOLEN)     RAHUL DHOLAKIA (AGNI)     SHUCHI TALATI (GIRLS WILL BE GIRLS)     VIKRAMADITYA MOTWANE (CTRL)      BEST ACTOR, WEB ORIGINAL FILM (MALE)     ABHISHEK BACHCHAN (KAALIDHAR LAAPATA)     ABHISHEK BANERJEE (STOLEN)     ISHWAK SINGH (BERLIN)     MANOJ BAJPAYEE (DESPATCH)     NAWAZUDDIN SIDDIQUI (COSTAO)     PRATIK GANDHI (AGNI)R MADHAVAN (AAP JAISA KOI)     VIKRANT MASSEY (SECTOR 36)     BEST ACTOR, WEB ORIGINAL FILM (FEMALE)     ANANYA PANDAY (CTRL)     KRITI SANON (DO PATTI)     PREETI PANIGRAHI (GIRLS WILL BE GIRLS)     SANYA MALHOTRA (MRS)     SHEEBA CHADHA (KAUSHALJIS VS KAUSHAL)     TAAPSEE PANNU (PHIR AAYI HASSEEN DILLRUBA)     YAMI GAUTAM (DHOOM DHAAM)     BEST SUPPORTING ACTOR, WEB ORIGINAL FILM (MALE)     AVINASH TIWARY (THE MEHTA BOYS)     DAIVIK BAGHELA (KAALIDHAR LAAPATA)     DEEPAK DOBRIYAL (SECTOR 36)     JITENDRA JOSHI (AGNI)     SHAHEER SHEIKH (DO PATTI)     SHUBHAM VARDHAN (STOLEN)     BEST SUPPORTING ACTOR, WEB ORIGINAL FILM (FEMALE)     ARRCHITA AGARWAAL (DESPATCH)     AYESHA RAZA (AAP JAISA KOI)     KANI KUSRUTI (GIRLS WILL BE GIRLS)     MIA MAELZER (STOLEN)     SAIYAMI KHER (AGNI)     SOHA ALI KHAN (CHHORII 2)     BEST ADAPTED SCREENPLAY, SERIES     ABHINANDAN GUPTA, ADWITIYA KARENG DAS, GUNDEEP KAUR & REVANTA SARABHAI (FREEDOM AT MIDNIGHT)     ANUBHAV SINHA & TRISHANT SRIVASTAVA (IC 814: THE KANDAHAR HIJACK)     CHANDAN ARORA, SANDEEP JAIN (KANKHAJURA)     NAGESH KUKUNOOR, ROHIT BANAWLIKAR & SRIRAM RAJAN (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     SATYANSHU SINGH & ARKESH AJAY (BLACK WARRANT)     BEST CINEMATOGRAPHER, SERIES     AVINASH ARUN DHAWARE (PAATAL LOK SEASON 2)     EESHIT NARAIN (DABBA CARTEL)     EWAN MULLIGAN & RAVI KIRAN AYYAGARI (IC 814: THE KANDAHAR HIJACK)     PANKAJ KUMAR (KHAUF)     SANGRAM GIRI (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     SAUMYANANDA SAHI (BLACK WARRANT)     BEST PRODUCTION DESIGN, SERIES     SUMIT BASU, SNIGDHA BASU, RAJNISH HEDAO (IC 814: THE KANDAHAR HIJACK)     MUKUND GUPTA (BLACK WARRANT)     MUKUND GUPTA (PAATAL LOK SEASON 2)     NITIN ZIHANI CHOUDHARY (KHAUF)     PAYAL GHOSE KAUL (THE ROYALS)     PRIYA SUHASS, SURABHI VERMA (FREEDOM AT MIDNIGHT)     SHRUTI GUPTE (DABBA CARTEL)     BEST EDITING, SERIES     AMARJIT SINGH (IC 814:THE KANDAHAR HIJACK)     CHANDRASHEKHAR PRAJAPATI (GRAM CHIKITSALAY)     FAROOQ HUNDEKAR (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     MANAS MITTAL & PARIKSHHIT JHA (DABBA CARTEL)     SANYUKTA KAZA (PAATAL LOK SEASON 2)     TANYA CHHABRIA (BLACK WARRANT)     TANYA CHHABRIA (KHAUF)     BEST COSTUME DESIGN, SERIES     AASTHA SHARMA (THE ROYALS)     AYESHA DASGUPTA (FREEDOM AT MIDNIGHT)     GOPIKA GULWADI (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     ROHIT CHATURVEDI (DABBA CARTEL)     VISHAKHA KULLARWAR, JOE MANSOORI (IC 814: THE KANDAHAR HIJACK)     BEST BACKGROUND MUSIC, SERIES     ADITYA N. & NAYANTARA BHATKAL (THE ROYALS)     ALOKANANDA DASGUPTA (KHAUF)     ASHUTOSH PHATHAK (FREEDOM AT MIDNIGHT)     NAREN CHANDAVARKAR & BENEDICT TAYLOR (PAATAL LOK SEASON 2)     SOUUMIL SHRINGARPURE (BANDISH BANDITS SEASON 2)     ALEX LAMY & RICHARD HARVEY (IC 814: THE KANDAHAR HIJACK)     BEST MUSIC ALBUM, SERIES     AKASHDEEP SENGUPTA (BANDISH BANDITS SEASON 2)     ALEX LAMY & RICHARD HARVEY (IC 814: THE KANDAHAR HIJACK)     ANURAG SAIKIA (PANCHAYAT SEASON 4)     ANURAG SAIKIA, MADHUBANTI BAGCHI, AMARABHA BANERJEE, RAJ SHEKHAR, VARUN JAIN, ROMY (MISMATCHED SEASON 3)     GAURAV RAINA & TARANA MARWAH (DABBA CARTEL)     SHIVAM & ANUJ (YEH KAALI KAALI ANKHEIN SEASON 2)     BEST VFX, SERIES     DIPEN BHASKAR & VIVEK DEY (IC 814: THE KANDAHAR HIJACK)     PHANTOM FX (KHAUF)     YFX (YRF STUDIOS) (MANDALA MURDERS)     BEST SOUND DESIGN, SERIES     ANITA KUSHWAHA (IC 814: THE KANDAHAR HIJACK)     BIGYNA DAHAL (KHAUF)     KUNAL LOLSURE (BANDISH BANDITS SEASON 2)     PRANAV SHUKLA (DABBA CARTEL)     TONY BABU (THE HUNT: THE RAJIV GANDHI ASSASSINATION CASE)     VINIT D'SOUZA (PAATAL LOK SEASON 2)     BEST STORY (WEB ORIGINAL FILM)     AVINASH SAMPATH (CTRL)     BOMAN IRANI & ALEXANDER DINELARIS (THE MEHTA BOYS)     KARAN TEJPAL, GAURAV DHINGRA, SWAPNIL SALKAR (STOLEN)     MADHUMITA (KAALIDHAR LAAPATA)     RAHUL DHOLAKIA (AGNI)     SHUCHI TALATI (GIRLS WILL BE GIRLS)     BEST ORIGINAL SCREENPLAY (WEB ORIGINAL FILM)     AVINASH SAMPATH (CTRL)     BODHAYAN ROYCHAUDHURY (SECTOR 36)     BOMAN IRANI & ALEXANDER DINELARIS (THE MEHTA BOYS)     RAHUL DHOLAKIA (AGNI)     SHUCHI TALATI (GIRLS WILL BE GIRLS)     BEST DIALOGUE, WEB ORIGINAL FILM     ADITYA DHAR (DHOOM DHAAM)     AMITOSH NAGPAL (KAALIDHAR LAAPATA)     KANIKA DHILLON (PHIR AAYI HASSEEN DILLRUBA)     RADHIKA ANAND & JEHAN HANDA (AAP JAISA KOI)     SUMUKHI SURESH (CTRL)     VIJAY MAURYA (AGNI)     BEST CINEMATOGRAPHER (WEB ORIGINAL FILM)     DEBOJEET RAY (AAP JAISA KOI)     ISSHAAN GHOSH (STOLEN)     K U MOHANAN (ISC) (AGNI)     KRISH MAKHIJA (THE MEHTA BOYS)     SAURABH GOSWAMI (SECTOR 36)     SIDDHARTH DIWAN (ISC) (DESPATCH)     BEST PRODUCTION DESIGN (WEB ORIGINAL FILM)     SUMIT BASU, SNIGDHA BASU & RAJNISH HEDAO (AGNI)     APARNA SUD (AAP JAISA KOI)     AVYAKTA KAPUR (GIRLS WILL BE GIRLS)     SHRUTI GUPTE (DESPATCH)     SUBRATA CHAKRABORTY & AMIT RAY (SECTOR 36)     YASHIKA GOR (CTRL)     BEST EDITING (WEB ORIGINAL FILM)     DEEPA BHATIA (AGNI)     JAHAAN NOBLE (CTRL)     MANAS MITTAL & SAMARTH DIXIT (DESPATCH)     NAMAN ARORA & HEMAL KOTHARI (DO PATTI)     A SREEKAR PRASAD (SECTOR 36)     BEST BACKGROUND MUSIC (WEB ORIGINAL FILM)     ARPAD BONDY (STOLEN)     GULRAJ SINGH (THE MEHTA BOYS)     JUSTIN PRABHAKARAN (AAP JAISA KOI)     PIERRE OBERKAMPF (GIRLS WILL BE GIRLS)     SHOR POLICE- CLINTON CEREJO & BIANCA GOMES (DHOOM DHAAM)     SNEHA KHANWALKAR (CTRL)     BEST SOUND DESIGN (WEB ORIGINAL FILM)     DHRUV PAREKH (CTRL)     PM SATHEESH & MANOJ M GOSWAMI (AGNI)     PRASENJIT DAS, COLIN FAVRE- BULLE, CAROLE VERNER & LAURE ARTO (GIRLS WILL BE GIRLS)     PRITAM DAS (DESPATCH)     SUSMIT BOB NATH (STOLEN)     Also Read: Filmfare OTT Awards 2025 - Winners, Nominees, and Highlights。我们从财务角度并未发现恒大式的负债车企,对比了中外车企的负债情况,并未发现。多家新势力公布1季报,理想1季报:符合预期,2季度指引略失望,理想增程销量压力大,新款 L 系列似乎略不及预期

四 | 小米公布了最强1季报,汽车业务增长迅速,亏损只剩5亿,盈利在望。

5月23日,比亚迪宣布对王朝网、海洋网22款智驾车型启动限时补贴,海豹07 DM - i智驾版直降5.3万元;秦 PLUS DM - i智驾版补贴后仅6.38万元;宋PLUS 智驾版下探至9.98万元。

五 | 其他车企跟进:除了吉利,其他车企参战意愿并不强烈 5月26日,吉利汽车也开启新一轮降价,吉利星愿(参数|询价)作为品牌入门车型,原指导价为6.88万元起,在叠加限时补贴后,起售价降至5.98万元。5月25日,合资高端品牌凯迪拉克则打出“一口价”,2025款XT4全款一口价为15.99万-18.99万元,较官方指导价下降了6万-8万元左右。上汽集团旗下荣威纯电D6限时一口价7.98万元起,降幅2万元,智己LS6降价4.5万元,但主销燃油车优惠幅度几乎不变;合资品牌如丰田威兰达、日产轩逸经典等虽推出“一口价”车型,但降幅多在2万—4万元,且集中于老款车型,新车如日产N7、丰田bZ3X定价虽低,却并未形成规模效应。5月28日,奇瑞集团旗下奇瑞、星途、捷途、iCAR四大品牌,共38款车型参与“百亿厂补”,最高优惠5.5万元。

短评:近年来汽车行业竞争残酷,无休无止的价格战是最明显的表现。国内车市价格战始于2023年初。两年来,多数车企苦不堪言,却又不得不参与其中,行业整体利润空间持续压缩。行业销售利润率一降再降,进一步降至4.3%,处于历史低位。

六 | 车企在销售端降价,就需要持续降本,为投身价格战供应“弹药”,压力会沿产业链层层传导。对供应商付款周期拉长,一旦有车企现金流断链,财务压力就会传导至整个产业链。

七 |

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Published on:01:56:12