EP. 61 车企集体“开小号”,是在做增量还是内耗? episode artwork

EPISODE · Jun 18, 2026 · 30 MIN

EP. 61 车企集体“开小号”,是在做增量还是内耗?

from 亭口三人谈|在中国智能汽车硅谷 观察行业变化

从小米寻天、和传说中零跑第二品牌,到蔚来的乐道和萤火虫,越来越多车企开始打造属于自己的“第二品牌”有人想覆盖更多价格区间,有人想冲击高端市场,也有人希望借此寻找新的增长空间但问题也随之而来:新品牌真的是在创造增量,还是在分流原本的用户?品牌越做越多,到底是在扩大版图,还是在制造内耗?这一期《亭口三人谈》,我们就来聊聊,为什么新能源下半场,车企们又开始忙着“开小号”了00:00 Intro01:05 新能源卷完价格,又开始卷品牌?07:56 一个品牌不够用?车企开“小号”的真相22:13 车企开“小号”,谁的作业最值得抄?

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EP. 61 车企集体“开小号”,是在做增量还是内耗?

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