CITIC Construction Investment: La confianza en los automóviles de pasajeros continúa recuperándose, y las actualizaciones de modelos muestran una tendencia de "aumento de precios y mayor equipamiento"

Finance News Network (People’s Finance) April 3—CITIC Construction Investment Research Report said that from March 1 to 22, wholesale volume was 1.08M vehicles, up 62% month-on-month over the same period last month. The signals of a clear recovery at the bottom of industry conditions are obvious. Huawei Aoujie M6 and Shangjie Z7/Z7T open for pre-sale; both are equipped with a 896-line lidar as standard. Under the acceleration of high-end intelligent driving features being pushed down, Xiaoma sets a 2026 target of 3,000 Robotaxis, with a domestic plan to enter 20 cities, and an overseas rollout in countries and regions such as Croatia, the UAE, Luxembourg, and South Korea. Wen Yuan’s 2025 Robotaxi revenue will be 150 million yuan, up 209.6% year-on-year; it has already been deployed in 12 countries and more than 40 cities, and the industry’s trend toward commercialization and scaling continues to advance. This year, several facelifted and upgraded models have shown a “price increase with increased configuration” trend. For example, BYD’s new battery plus fast charging; Aoujie M9 and Zunjie S800 adding more lidar; Xiaomi upgrading its battery, motors, and computing power, filling in lidar on lower trims and adding new features such as an optical-sensing panoramic sunroof on higher trims. Driven by “anti-price wars” and “proportional subsidies,” the average price of passenger vehicles is expected to stabilize and rebound.