被中国“淘汰”的车,却在印度“杀疯了” episode artwork

EPISODE · Mar 30, 2026 · 9 MIN

被中国“淘汰”的车,却在印度“杀疯了”

from 虎嗅·商业有味道

斯柯达官宣退出中国的消息,已然淹没在“合资品牌衰落”的叙事合集里,但很少有人注意到另一组数据。就在不久前,大众集团发布2025年财报。包含大众乘用车、斯柯达、西雅特等品牌在内的核心品牌集群,营业利润为68亿欧元,利润率4.7%。作为对比,斯柯达单品牌就贡献了25亿欧元利润,利润率高达8.3%。站在一季度的尾声,回看斯柯达的退出之举:其被中国市场淘汰的同时,也在主动把资源集中在那些不需要“卷智能化”、只需要“品质可靠+价格合理”的地方。比如,在印度市场,斯柯达已然再度“封神”。斯柯达在中国做错了什么?在印度做对了什么?这两个故事的对比,能告诉我们什么关于中国汽车市场的真相?【时间轴】01:10 冰火两重天04:38 中国为何“留不住”斯柯达?06:10 印度为何“拥抱”斯柯达?08:53 两个世界的逻辑

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被中国“淘汰”的车,却在印度“杀疯了”

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