塔塔汽车旗下的捷豹路虎因遭遇网络攻击，将停产延长至10月1日。此次停工影响了数千个工作岗 位，对英国汽车行业造成重大影响，波及Sonic Automotive（SAH， Financial）和Group 1 Automotive （GPI， Financial）等零售商。 ...

Core Viewpoint - Nvidia's investment of $100 billion in OpenAI to build large-scale data centers highlights the increasing overlap of interests among major tech companies in developing advanced AI systems [4][5] Investment Details - Nvidia announced a $100 billion investment in OpenAI on September 22, aimed at constructing data centers with a capacity of at least 10 GWh, equivalent to the electricity needs of over 8 million American households [4] - The investment is expected to provide OpenAI with the necessary funding and access to advanced chips, crucial for maintaining competitiveness in a rapidly evolving market [5] Computational Power and Future Economy - The collaboration is set to create a supercomputing cluster with a scale of 10 gigawatts, which will support the training of OpenAI's next-generation models, enabling breakthroughs in AI [5][10] - Nvidia's CEO emphasized that computational infrastructure will become the foundation of the future economy, with the partnership aimed at empowering both individuals and enterprises [5] Impact on Automotive Industry - The emergence of large-scale data centers is anticipated to revolutionize the automotive industry's approach to computational power, moving beyond traditional in-vehicle chip limitations [6] - The cloud-based supercomputing center will allow automakers to access vast computational resources, enhancing the capabilities of smart cockpits and accelerating the iteration of autonomous driving models [6][7] Data Utilization and User Experience - The supercomputing center will enable real-time analysis of massive amounts of data generated by connected vehicles, improving vehicle performance monitoring and personalized user services [7] - The shift towards cloud-based computational resources is seen as a critical factor in enhancing the safety and reliability of autonomous driving systems [6][7] Industry Trends and Technological Integration - The competition for computational power is becoming a focal point in the automotive industry, with partnerships between automakers and computational/data companies expected to become more common [8] - Companies are encouraged to adopt a "cloud-edge-end" collaborative research framework to leverage advanced computational capabilities for model training and optimization [9] Transformation of the Automotive Sector - The investment by Nvidia signifies a shift in the automotive industry from "mechanical civilization" to "digital civilization," emphasizing the importance of computational infrastructure as a core competitive advantage [10]

Group 1 - The core idea is the integration and collaborative development of the automotive, intelligent robotics, and low-altitude flight industries, emphasizing the need for practical implementation beyond mere rhetoric [2][3] - The establishment of the first Aggregated Intelligent Industry Innovation Center and the Aggregated Intelligent Industry Committee (EAI100) in Wuhan signifies a commitment to fostering innovation in these interconnected sectors [2] - AI technology serves as the foundational layer for smart terminal products across these three industries, facilitating a shift from isolated industry perspectives to a more integrated approach [3] Group 2 - The three industries share commonalities in technology, supply chains, and applications, which can significantly reduce development costs through component reuse [3][4] - Current applications in urban management and intelligent transportation highlight the potential for diverse combinations of autonomous vehicles, drones, and robotics in logistics [4] - Despite the shared goals, the industries exhibit differences in development stages and specific technological requirements, necessitating tailored approaches for each sector [5] Group 3 - The development of low-altitude transportation faces challenges such as certification, testing, and complex urban environments, which require extensive flight testing and sophisticated modeling [6] - The concept of "aggregated development" aims to leverage the automotive supply chain advantages to enhance manufacturing capabilities in robotics and low-altitude flight [7] - Expanding into international markets is seen as a crucial strategy for the aggregated "three major components" to drive growth and competitiveness [8] Group 4 - The need for a collaborative approach among government, industry, academia, and research institutions is emphasized to address the multifaceted challenges in the aggregated intelligent industry [8] - The vision from automotive companies includes leveraging their strengths in manufacturing and supply chain management to foster an ecosystem for aggregated intelligent technology [9]

2025年9月23日，鸿蒙智行秋季新品发布会于深圳举办。问界M9推出全新车色"银境紫"，全新问界M7、尚界H5两款重磅新品上市，进一步丰富 鸿蒙智行产品矩阵，满足用户多元化购车需求。华为以HarmonyOS为中心，构建鸿蒙办公、鸿蒙智家、鸿蒙智行、运动健康、影音娱乐五大智慧场 景。鸿蒙智行深度赋能中国智能电动汽车产业升级，AITO问界、LUXEED智界、STELATO享界、MAEXTRO尊界、SAIC尚界"五界聚势"，携手赛 力斯、奇瑞、北汽、江淮、上汽等合作伙伴共征新程。 超50项功能全量升级，问界M9新色"银境紫"上市 本次发布会，全景智慧旗舰SUV问界M9带来全新车色-银境紫，满足客户对个性审美与时尚品味的双重追求。自上市以来，问界M9累计交付超24万 辆，18个月稳居50万以上市场销量冠军，更连续8个月蝉联大型SUV保值率第一，连续两期新能源全车型用户净推荐值第一。 享六座满载天伦，大五座尽享温馨，在此基础上，问界M9推出尊四座配置套装，搭配奢享零重力座椅套装、智能隐私车窗、电动踏板，彰显高端商务 尊贵风范。同时，问界M9全系升级华为乾崑智驾®ADS 4、新增泊车车外语音远程查看及对讲、手表手势开关门 ...

据外媒报道，追觅科技计划在德国选址建设电动汽车工厂，并已经走访了德国的一些选址，明确将 重点放在勃兰登堡州，靠近特斯拉的德国工厂。据悉，新工厂预计将于2027年完工，规模将超过特斯拉 德国的超级工厂。 ...

据外媒报道，当日被拘留的人员中有超过300名韩国公民，还包括47名LG新能源的核心技术人员以及 156名来自现代工程公司负责内部建设的分包工人，以及3名日本技术专家。部分人员涉及签证逾期、短 期签证或者免签，但从事被认定为"工作"的长期活动，也有少数非法入境的情形。其中，总承包、分 包、次级分包链条被列入重点审查对象。 当"美方最大单点移民执法"的突击行动骤然降临，现代汽车与LG新能源斥资43亿美元合资在美国 佐治亚州建设的电池工厂被迫停工，其引发的震动迅速席卷韩美汽车业。 据外媒报道，当地时间9月4日，美国移民与海关执法局（ICE）联合美国国土安全调查局（HSI）等多 个部门对现代汽车与LG新能源在佐治亚州合资建设的电池制造工厂进行了突击执法检查，当场拘留了 475名员工，其中超过300人为韩国籍员工，多为技术人员。 据悉，导致此次事件的直接原因是美国移民当局认定这些被拘留的韩国员工使用的是B1短期商务旅行 签证和旅游许可电子系统（ESTA）入境美国，而不是工作签证，因而被指控"从事与签证目的不符的活 动"。事实上，韩国政府一直以来都在敦促美方为韩国工程师引入专门的E-4工作签证配额，但美国国内 的反移民情 ...

展会现场，VAMA重点推介的Ductibor®1500和Usibor®2000，正是应对这一趋势的代表性创新产品。 VAMA客户技术支持周帅表示："新一代热成形钢不仅在强度与韧性之间实现突破，更通过材料创新为 整车轻量化开辟了全新技术路径。"据悉，Usibor®2000在具备优异抗延迟断裂性能同时，较上一代1500 兆帕级材料实现减重10％，是防撞结构件的理想选择；Ductibor®1500则凭借出色的断裂应变和点焊强 度特性，特别适用于碰撞吸能区，在保障安全的同时大幅降低车身重量。 通过热成形激光拼焊技术将Usibor®2000与Ductibor®1500组合应用于B柱，相比第一代Usibor®1500与 Ductibor®500的组合方案，可进一步实现超过10％的减重效果，为车身结构轻量化树立了新标杆。 在此基础上，"驭简"多零件集成技术实现了从材料到结构设计的系统性突破。它将多个传统冲压件整合 为单一模块化总成，实现双门环、后车体骨架、电池包结构等关键部件的一体化设计与制造，不仅减少 了模具数量、装配环节和供应链复杂度，更全面提升了整车安全性、碰撞稳定性和生产效率。 "电动汽车时代追求的是更轻、更安全、 ...

此外，营销方面的非理性竞争更加夸张：各车企发布的"周销量榜"、小订订单数据等，无论是数据来源 还是统计口径皆无统一标准，甚至为了展现自身销量用多个细分条件将产品"特殊化"，比如"30万元以 上增程式中大型SUV"，如果按照这4个条件进行筛选，其中符合条件的产品已然寥寥无几。笔者还曾遇 到某新车上市，企业为实现好看的小订数据让与会媒体及其亲属下单，过后再退单的滑稽操作。 Momenta副总裁李鹏程在朋友圈用数据抨击这一现象："据不完全统计，年初至今中国乘用车小订已经 突破了5000万辆，其中80％都是在新车发售72小时内完成的。"而中国汽车流通协会乘用车市场信息联 席分会的数据显示，今年1～8月全国乘用车市场累计零售销量仅为1476.5万辆，两组数据的鲜明对比折 射出中国汽车产业近乎"疯狂"的竞争方式。 事实上，针对"内卷式"竞争笔者已撰写过多篇相关评论，呼吁企业回归理性。但面对这些行业乱象，只 有监管部门的措施才是最有效的。回溯政策脉络，7月16日国务院常务会议明确提出规范产业竞争秩 序；7月18日，工业和信息化部、国家发展改革委、市场监管总局联合召开新能源汽车行业座谈会，部 署进一步规范新能源汽车产业竞争秩 ...

同时，面向新一轮产业变革和新型产业生态发展，路线图3.0着力实现三大革新与突破。一是重构研究框架。在路线图1.0"1+7"、2.0的"1+9"的研究框架 基础上，重新构建技术路线图3.0"1+5+X"研究架构，即1个总路线图、5个技术群、26个研究专题。其中，1.0和2.0更注重汽车产品关键技术路线图，3.0的研 究同构了汽车产品和制造技术路线图，专门设置了智能制造技术群，对智能化赋能汽车产业研产供销服全流程做了系统研究，智能制造技术路线图将作为节 能与新能源汽车技术路线图3.0的下册同步出版。二是加强研究统筹。建立了总报告与专题、专题与专题之间的纵横联动协同机制，总报告内容聚焦于产业 变革影响和新型产业生态建设，提出产业发展顶层设计，子路线图则更加聚焦关键技术，回答产业各领域创新发展的具体问题。三是强化国际化双向赋能。 从全球汽车产业整体的视角，搭建国际咨询委员会平台，邀请国际组织、国际智库深入参与研究过程，为3.0的研究工作贡献了大量的国际观点。同时，研 究成果也将首次面向国际中英文双语发布出版，以期能为全球汽车产业发展提供中国的观点参考。 在9月22日召开的"第三十二届中国汽车工程学会年会暨展览会（SA ...

Core Viewpoint - Geely's new Dongfangyao series aims to redefine the value of fuel vehicles amidst the dominance of new energy models, emphasizing "Chinese design, intelligent technology, ultimate driving control, comfort, and Chinese-style safety" [2][13] Product Launch and Pricing - The Dongfangyao series includes the Xingrui and Xingyue L models, with prices ranging from 98,700 to 179,700 yuan, offering various power combinations [2] - The Xingrui model features two power options (2.0TD+8AT and 1.5TD+7DCT) across six versions, while the Xingyue L offers three 2.0TD+8AT models [2] Marketing Strategies - Geely is implementing user engagement activities, including a collaboration with Meizu to offer limited edition smartphones to select buyers and a test drive event with a cultural brand [4] - The "Cultural Tourism Exploration Plan" continues to promote cultural integration with automotive experiences, focusing on Dunhuang aesthetics and Silk Road culture [4] Design Philosophy - The design of the Dongfangyao series is centered around "Dunhuang aesthetics," featuring exclusive colors and materials that reflect cultural depth rather than superficial cultural symbols [7] - The shift from traditional design elements to a more refined cultural essence aims to meet consumer demand for "subtle luxury" [7] Intelligent Technology - The series incorporates the GEEA 3.0 electronic architecture and Xingrui AI model, enhancing vehicle intelligence and connectivity [8] - The architecture supports advanced features such as a central super brain for decision-making and significantly improved data transmission speeds [8] Driving Experience and Performance - The Dongfangyao series is equipped with advanced driving assistance systems and a powerful engine, achieving 0-100 km/h in 6.5 seconds [10] - The Xingyue L model features a sophisticated four-wheel-drive system, enhancing performance in various driving conditions [10] Comfort and User Experience - The Xingyue L offers premium comfort features, including a massage function for the driver and passenger seats, and advanced sound systems for an immersive experience [12] - The focus on detailed comfort enhancements aims to cater to family users and long-distance travel needs [12] Market Position and Strategy - Despite the rise of new energy vehicles, fuel vehicles still hold a significant market share in China, with Geely achieving a 10.4% market share and a 21% growth in the Dongfangyao series [13] - Geely's dual strategy of promoting both fuel and new energy vehicles reflects a commitment to meeting diverse consumer needs while leveraging intelligent technology to enhance fuel vehicle value [13][14]