易车：BBA如何反杀特斯拉、问界等新锐竞品：BBA市场竞争力分析报告（2026版）（英文版）（33页）.pdf

1、Insights on BBA MarketCompetitiveness(2026)TengYi Research InstituteSecrets to BBAs Counter Against New Forces like Tesla&AITOAuthorsDirector/Chief ALijun ZhouIndustry ABenya ShiIndustry AShixiang WangBefore 2020,competition in Chinas high-end car market was primarily between first tier brands BBA(M

2、ercedes-Benz,BMW,and Audi)and second tier ones,which included Lexus,Volvo,Cadillac,and Lincoln.Carmakers in the second tier were“habitually”launching direct assaults,yet they repeatedly failed to break through the three highly fortified defensive lines BBA had established in the core combat zones na

3、mely the 34C,56E,and 35C.These attempts were essentially futile,incapable of shaking BBAs dominant lead.By the end of 2025,second-tier brands in the global automotive market are still engaged in this cyclical,self-destructive pattern of suicidal attacks;Entering the 14 Five-Year Plan period(20212025

4、),BBA finally began to feel real pressure.The challenge,however,did not come from the second-tier brands but from emerging high-end entrants.Teslas annual sales in China surged past 600,000 units,reaching parity with BBA,while Li Auto,AITO and Xiaomi each climbed toward the 400,000-unit level,closin

5、g in rapidly on BBA;The core volume models that enabled emerging high-end brands to challenge BBA such as the Model Y,Li Autos L series,and AITOs M series differ markedly from BBAs mainstream line-ups,including the 34C,56E and 35C.These structural differences inadvertently exposed BBAs vulnerability

6、.During the 14 Five-Year Plan period,BBA continued to lose users.By 2025,the three brands intended loyalty levels had all fallen below 18%meaning that out of every 100 existing BBA owners planning a repurchase,fewer than 18 intended to stay with BBA.While the 34C,56E and 35C line-ups can still fend