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High-cost-performance models dominate the market, domestic hybrid vehicles and joint ventures undergo transformation | Shiyan Consumer Index Brand List Vol.82

世研大消费指数2025-11-06 08:09
BYD, Toyota, and Xiaomi Auto rank top three in terms of popularity. BYD leads in sales. Xiaomi launches a new SUV, and Tesla rolls out driverless taxis.

During this monitoring period, BYD, Toyota, and Xiaomi Auto ranked top three on the list with comprehensive popularity scores of 1.98, 1.82, and 1.70 respectively.

Image source: Shiyan Big Consumption Index

High - cost - effective models dominate the basic market, while intelligence and advanced intelligent driving become the focus of competition in the high - end market

In the new energy vehicle market, BYD, which has consistently ranked first on the list, still dominates the new energy market below 200,000 yuan. According to official data, its sales this month exceeded 380,000, a year - on - year increase of 12%. This is mainly due to its popular models with high cost - performance ratios such as Seagull, Dolphin, and Qin PLUS, which cover sedans and SUVs priced between 50,000 and 100,000 yuan, achieving "low price but not low - configuration" and the continuous effectiveness of its multi - brand strategy.

In the new energy market above 200,000 yuan, brands such as Tesla, Li Auto, and Xiaomi Auto are in fierce competition. Xiaomi Auto, which ranks first in search popularity, has launched its first SUV model, YU7, positioned as a "family intelligent flagship SUV" to compete with Tesla's Model Y. More than 280,000 large - quantity orders were placed within one hour of its launch. Compared with the "intelligent driving + high cost - performance" label of SU7, which continuously attracts young users, the "family SUV" positioning of YU7 fills the gap in the brand's product matrix, and the two form a double - hit combination of "sedan + SUV", covering a wider range of users.

Tesla launched the driverless taxi service, Robotaxi, overseas, marking a substantial step in its commercialization of autonomous driving. It also continues to strengthen the localization adaptation of FSD (Full Self - Driving) in China, aiming to maintain its technological leadership in the high - end intelligent electric vehicle market.

As stock competition intensifies, domestic brands bet on the hybrid market and exports, while joint - venture brands accelerate their electric transformation

As the Chinese auto market gradually enters a new stage of "stock competition + dominated by replacement purchases", the stratification of consumption and the accuracy of brand positioning have become crucial. From the list, in addition to the leading brands maintaining high popularity, domestic brands in the middle tier such as Changan and Chery, as well as joint - venture brands such as Nissan and Audi, are all facing fierce competition for market share.

Changan and Chery rely on their high - cost - effective electric models and strong performance in the export market to continuously penetrate the markets in third - and fourth - tier cities and overseas. Chery's key focus for technology implementation this year is the Kunpeng Super - performance Electric Hybrid C - DM. This hybrid system is highly anticipated to compete directly with BYD's DM - i and Geely's Raytheon Hybrid, aiming to address the issue of the brand's low voice in the hybrid market.

Nissan and Audi are facing transformation pressure and urgently need to make breakthroughs in their electric product lines to meet market expectations. In June's sales performance, Nissan's mid - to - high - end pure - electric sedan, N7, sold 6,189 units, topping the monthly sales list of joint - venture pure - electric sedans. The brand also held the "N7 First OTA Upgrade Press Conference" on June 30, launching the first OTA upgrade push. It brought more than 100 new features and optimizations in the fields of intelligent cockpit, driving assistance, and safety, showing that in the face of overall market changes, it strives to maintain its traditional advantages while accelerating the transformation towards electrification and intelligence.

Explanation of the list

The Shiyan Consumption Compass Series Index Report is a consumption index evaluation system independently developed by Shiyan Index. This series includes major lists such as the "Brand Consumption Popularity Index List", "Industry Consumption Heat Index List", "Product Consumption Wave Index List", "Consumption Popular Event List", and extended list reports within the corresponding scope. It aims to objectively and truly present the trend characteristics of the consumption world through index evaluation, help industries and brand owners continuously track consumption market trends, provide references for enterprise operations, and enhance comprehensive business competitiveness.

The Shiyan Consumption Compass Series Index List continuously monitors the following industries:

3C digital products, footwear and apparel accessories, food and fresh produce, household appliances, sports and outdoor products, beauty and cleaning products, mother and baby products, home decoration, auto consumption, toys, models and musical instruments, pet products, and medical and health products, a total of 12 major industries.

Image source: Shiyan Big Consumption Index

Disclaimer

This list is exclusively compiled by Shiyan Index. The viewpoints, conclusions, and suggestions in the list are for reference only and do not represent any specific investment advice or decision - making basis.

The calculation of the list data combines the public data from mainstream platforms and the data accumulated on the Shiyan Big Consumption Platform under the ownership of Zhidemai Technology. We have taken reasonable measures to ensure the reliability and accuracy of the provided data as much as possible, but we cannot rule out some errors or deviations due to the limitations of the data itself. In addition, some data in this report have not been formally audited by an independent third - party auditing institution, so there may be unrecognized errors or omissions. It is particularly reminded that the market situation may change at any time, so the predictions, analyses, and conclusions in the report may differ from the actual situation.

Any third - party names, brands, or products mentioned in the report are for illustration purposes only and do not constitute an endorsement or recommendation of them. Any mention of these third parties should not be regarded as an endorsement or recommendation in any form. The copyright of the report belongs to Zhidemai Technology Group and Shiyan Index. It shall not be reproduced or distributed without permission. Zhidemai Technology Group and Shiyan Index shall not be liable for any losses or damages caused by the use of the information in this report.