Group 1 - The core viewpoint of the article emphasizes the achievements of the automotive industry during the "14th Five-Year Plan" and the need for strategic recommendations for the "15th Five-Year Plan" [1] - The global influence of Chinese automobiles is expanding, but the industry faces increasing challenges in the international market [3] - The export of Chinese automobiles is expected to enter a platform period, transitioning to a new stage of systematic competition, with a focus on localization and regional operations [4] Group 2 - By 2030, China's annual automobile production is projected to reach 36 million units, accounting for 40% of global capacity, with exports expected to exceed 9 million units [4] - The share of new energy vehicles in exports is steadily increasing, currently exceeding 20%, which lays a foundation for the international expansion of intelligent connected vehicles [4] - The challenges faced by intelligent connected vehicles in international markets include stringent compliance requirements, material management difficulties, and high costs [4] Group 3 - The role of battery recycling is becoming increasingly important in the energy sector, with varying regulations across countries focusing on economic benefits and carbon emission reductions [5] - Data compliance for cross-border operations is crucial for companies entering global markets, directly impacting their growth potential and innovation speed [5] - High-value data applications are reshaping operational models and are key to brand pricing and trust [5] Group 4 - The rapid growth of Chinese automobile exports has led to significant logistics challenges, particularly in vehicle transportation [6] - Roll-on/roll-off transport accounted for approximately 75% of vehicle exports in the first half of the year, with domestic shipping companies contributing only 15% [6] - To enhance export capabilities, collaboration among industry players is essential to improve logistics efficiency and communication with international transport markets [6] Group 5 - Chinese auto parts companies face challenges such as declining profit margins and shortened R&D cycles in overseas markets [6] - Localizing operations and building a robust supply chain are critical for success in markets with incomplete industrial chains [6] - The increasing uncertainty in the global trade environment necessitates a shift from simple assembly models to localized production processes [6]

本报讯 日前，2025中国汽车产业发展（泰达）国际论坛在五大关键维度达成共识。中国汽车技术 研究中心有限公司党委委员、副总经理李洧发布了智库报告。 其中，绿色化新方案智库共识三条：一是聚焦油电关键驱动技术，推进多元技术路线并行发展；二是加 强固态电池关键核心技术攻关，构建有序发展的产业链生态；三是强化产业政策支撑，稳步推进汽车产 业绿色动能转换。 全球化新市场智库共识三条：一是促进技术体系协同升级，强化产业链可持续发展韧性；二是筑牢数字 治理基座，驱动跨境数据安全高效流动；三是优化全球资源布局，构建立体协同的产业生态体系。 智能化新升级智库共识三条：一是加强智能网联标准体系顶层设计，推动智能化技术创新和高质量发 展；二是积极支持关键技术攻关，实现核心技术自主可控；三是规范行业竞争秩序，引导高质量发展， 回归价值创造的初心。 具体来看，一是坚持安全为先，护航汽车产业可持续发展；二是坚持全生命周期理念，推动汽车产业绿 色低碳发展；三是坚持新兴技术布局，赋能汽车产业新动能；四是坚持长期主义，推动民族汽车品牌向 上；五是坚持生态理念，推进国际化走深、走实。 高端化新力量智库共识三条：一是坚定推动自主品牌高端化，服务产 ...

本届泰达汽车论坛上，来自政产学研界的嘉宾回顾"十四五"汽车业取得的业绩，共同为"十五五"产业发展建言献策。本报梳理了四个热点话题，以飨读 者。 13 William the state 3 3 2 1 2 1.85 Kiss 17 1-57 1 150 are 1 20 B - 4/12/2 194 P 12 t 2015 A I 195 Children y W 东风汽车集团有限公司首席专家、东风汽车研发总院副院长陈涛表示，AI技术正推动汽车从"功能机"向"智能体"转变，通过多模态大模型实时捕捉驾驶员生 理和情绪状态，自动调节车内环境，实现"共情式"出行体验。在企业端，AI能力体系已应用于研发、制造、供应链和服务全链条，显著提升生产效率和质量 控制水平。 智能化转型成为本届泰达汽车论坛重点讨论的话题，在多场关于智能化的专场论坛中，技术创新、安全底线、政策法规等问题被反复提起，成为汽车智 能化进程的重要挑战。 数据驱动产业生态重构 北京理工大学副教授、新能源汽车国家大数据联盟副秘书长刘鹏指出，数据作为新生产要素，正深刻改变汽车产业的研发、生产与服务模式。数据已成为驱 动产业全面升级的新动力，如何系统性挖掘数据 ...

本届泰达汽车论坛上，来自政产学研界的嘉宾回顾"十四五"汽车业取得的业绩，共同为"十五五"产业发展建言献策。本报梳理了四个热点话题，以飨读 者。 目前，动力电池的年使用量已经从数年前的100GWh增长到今年的超1000GWh，到2030年将超3000GWh，而1GWh相当于有1万吨动力电池要回收。 中国资源循环集团电池有限公司总经理白春平提出，从退役动力电池的分拣到拆解，要全产业链推动回收环节能耗更低、纯度更高、产品符合标准、回收更 具技术含量。 而对于数据价值的发掘，广州市巴图鲁信息科技有限公司创始人、董事长曾万贵提出，数据是打通零部件交易的沟通语言，也是提高其交易流通效率的基 础。通过十几年的积累，公司在数据交易系统工具、供应资源及运营能力方面，已经能够支撑从整车回收到零部件回收交易全流程的数字化。 中汽中心首席专家、中国汽车标准化研究院副院长郑天雷表示，要重新梳理和完善标准体系，填补标准空白；加强重点领域标准研究，包括碳管理、节能、 新能源汽车、循环利用等领域的标准，加快制定进度，形成更完善的技术支撑；加强国际交流合作，更好地将"中国方案"推向国际，支撑我国汽车产业和技 术"出海"。 在汽车回收环节，对于 ...

Domestic News - The Ministry of Industry and Information Technology and four other departments have issued a plan for the steel industry, targeting an average annual growth of around 4% in value added over the next two years, focusing on quality upgrades in major steel-consuming industries such as automotive and machinery [2] - In August, the retail sales of new energy passenger vehicles increased by 7.5% year-on-year, with a penetration rate of 55.2%, indicating a steady growth in the consumption market [3] - The State Administration for Market Regulation has revised and published national standards for urban public transport and car rental services, which will take effect on November 1, emphasizing the verification of rental operators and vehicles [4] - Since the beginning of the 14th Five-Year Plan, the cumulative insurance coverage for motor vehicles has exceeded 1.6 billion instances, marking a 40% increase compared to the previous five-year period [5] International News - In the first 20 days of September, South Korea's automobile export value increased by 14.9% year-on-year, reaching $3.42 billion, despite an overall export decline due to new U.S. tariff policies [6] - Belgium's exports of passenger cars to the U.S. plummeted by 45% from May to July, contributing to a trade deficit of €2.2 billion with the U.S. during this period [7] - Porsche announced a significant adjustment to its electric platform development timeline, extending the market lifecycle of existing internal combustion engine models while introducing new models [8] Company News - China FAW Group Corporation is in the public announcement period for its acquisition of a stake in Shenzhen Zhuoyu Technology Co., which specializes in advanced driver-assistance systems (ADAS) [9] - Geely Automobile issued 24,000 ordinary shares due to the exercise of stock options under its plan adopted in April 2023 [10] - Li Xiang, CEO of Li Auto, clarified that there is no model named "Li Xiang i7," addressing public inquiries about the vehicle [11] - CATL signed a strategic cooperation agreement with the People's Government of Milin City, focusing on new energy projects and zero-carbon industries [12] - WeRide partnered with Grab to launch the Ai.R autonomous driving service in Singapore, marking the first such service in residential areas [13]

自8月8日提前发布改款预告以来，极氪近期推行包括"神秘客户体验官计划"、"客服服务公约"等在 内的一系列举措，引发用户积极反馈，也为市场终端带来正面影响。 今日，多个社交媒体平台流传疑似内部工作群紧急通知，内容显示，现款极氪001已售罄，极 氪将提前至9月23日开启焕新极氪001的预售，上市时间则按照原计划十月中旬，届时将同步开启 交付。记者联系到多个门店销售，均反馈消息属实。 ...

Core Insights - Scania is marking 2025 as a significant year in its development in the Chinese market, celebrating 60 years of partnership while launching a new production base in Rugao, which symbolizes its commitment to localizing operations and enhancing its supply chain in China [1][3]. Strategic Upgrades - Scania is implementing a comprehensive upgrade of its strategy in China, focusing on R&D, manufacturing, and overall solutions, transitioning from a transactional partner to an operational partner, which is akin to a "second startup" for the company [3][7]. - The new "Strategy 2.0" is driven by evolving industry regulations, increasing logistics demands, and the rapid development of digital solutions, which present both opportunities and challenges for the company [7][16]. Operational Focus - The core of Scania's strategic upgrade is the introduction of "worry-free solutions" based on Total Cost of Ownership (TCO), allowing for customized solutions for various applications, supported by a digital hub through the Scania app [8][10]. - Scania's new operating lease business aims to reduce initial capital expenditure for logistics companies and individual owners, enhancing operational efficiency and resource allocation [10][17]. Dealer Network Expansion - Scania is focused on expanding its dealer network in China, with plans to increase the number of dealers from over 40 by the end of 2025 to more than 70 by the end of 2026, thereby improving market coverage [18][23]. - The company is also addressing the financing needs of its dealers by providing comprehensive financing solutions, enabling them to operate with reduced financial pressure [23]. Service Strategy - Scania plans to enhance its service offerings by providing value-added services such as fleet consulting and management, allowing customers to focus on their core operations while Scania manages the backend services [23].

巧合还是必然？十年前，中国汽车市场力促汽车维修技术信息公开，打破车企售后垄断，而今，随着中国新能源汽车在海外市场开疆拓土的深入，这一 幕再次上演，只不过此次被指涉嫌售后垄断的变成了中国新能源车企。 近日有澳媒报道，零跑、smart等5个在中国生产新能源汽车的品牌，因涉嫌垄断售后维修业务，可能面临最高1000万澳元（约合4700万元人民币）的罚款。 澳大利亚要给中国车企"补补课" 5年之间，我国新能源汽车渗透率从个位数飙升至50％，汽车后市场行业内针对新能源车企封锁维修技术、管控维修设备的抱怨也越来越多。如今，除了车 企授权体系内的4S店或者与车企、供应商有合作的维修厂，其他独立维修企业几乎没有能力开展新能源汽车的三电系统维修，在一定程度上造成了消费者 对于新能源汽车"买得起修不起"的焦虑。不过，针对这一焦虑，反倒是澳大利亚率先动了真格，用行政处罚的手段吹响了一场全球范围内的新能源汽车维修 技术信息公开行动。 根据澳大利亚在2022年开始实施的《机动车服务与维修信息制度》（MVIS），汽车制造商必须向独立维修厂公开诊断软件、技术参数等核心维修数据。相 关数据须在车型上市首日即上传至官方指定平台AASRA网站，并 ...

Core Viewpoint - The automotive industry is facing significant challenges due to software faults as vehicles transition to "software-defined" systems, necessitating clear boundaries for intelligent driving functions and safety measures to prevent exaggerated claims [2][3][4]. Group 1: Software Challenges and Industry Response - The complexity of automotive software has increased dramatically, with code volumes exceeding 1 billion lines, far surpassing traditional systems like Windows 10, leading to higher risks of system failures and security breaches [2]. - Software faults have become a major concern, with consumer complaints about issues such as malfunctioning intelligent assistance systems and software failures in electric vehicles [4]. - The industry consensus is to adopt modular architectures to reduce coupling and integrate safety design throughout the development process, which is essential for addressing software faults [5][6]. Group 2: Talent Development and Organizational Structure - There is a growing demand for professionals skilled in automotive software, emphasizing the need for a new talent cultivation model that combines automotive engineering with software expertise [7][8]. - Companies are transitioning to agile organizational structures to enhance responsiveness and improve user feedback handling, which is crucial for rapid software development [10]. Group 3: Ecosystem and Collaboration - Establishing an open-source community is vital for collaborative innovation in automotive software, which can reduce development costs and accelerate technology iteration [11]. - The creation of an industry-level software vulnerability database for real-time information sharing is essential for enhancing software security and reducing faults [12]. Group 4: Future Directions and Technological Evolution - The shift towards centralized computing platforms in vehicles is expected to transform automotive software architecture, allowing for easier updates and improved communication between software modules [14]. - The integration of advanced AI technologies is anticipated to enhance software reliability and enable self-repair capabilities, marking a significant evolution in automotive software systems [15][16].

Core Insights - The penetration rate of new energy vehicles in China reached a historic high of 55.3% in August 2023, driven by the robust growth of the lithium battery industry [1] - The lithium battery industry is undergoing unprecedented restructuring as it transitions to a high-quality development phase, with a focus on enhancing safety, energy density, longevity, and cost efficiency [3][5] Lithium Battery Industry Development - The lithium battery industry has evolved from having an industrial advantage to a strategic advantage, establishing the most complete and dynamic supply chain globally [3] - From January to August 2023, China's production of power and other batteries reached 623.1 GWh, marking a year-on-year increase of 36.3% [3] - The industry is entering a critical phase of quality and efficiency improvement, with a shift from scale advantages to prioritizing quality and efficiency [3] Raw Material Supply and Challenges - The supply system for lithium battery resources has become more diversified and stable, with domestic lithium resource development expected to reach 300,000 tons (LCE) in 2024, a 28% increase year-on-year [5] - Despite being the largest producer and exporter of lithium batteries, the industry faces significant challenges, including lack of coordination in the supply chain and environmental concerns [5][6] Solid-State Battery Development - Solid-state batteries are a key focus for the lithium battery industry, with ongoing challenges in scaling up production due to technical issues such as interface problems and material stability [7][9] - The cost of solid-state battery materials is currently high, with solid electrolytes priced around 10 million yuan per ton, expected to decrease to 2-4 million yuan per ton by 2027 [9] Market Expansion Strategies - Lithium battery companies are seeking new growth avenues through exports and diversification into new markets, with exports of power and other batteries reaching 106.0 GWh from January to August 2023, a 23% increase [11][13] - Companies like Ruipu Lanjun are expanding into international markets, establishing subsidiaries in the U.S., Germany, and Southeast Asia, while also exploring new applications in sectors like eVTOL and robotics [13][14] Future Development Directions - The industry is encouraged to strengthen overall planning, enhance safety standards, and promote technological innovation, particularly in solid-state and sodium-ion batteries [15] - There is a call for international cooperation to align strategic resources and policies, guiding the global expansion of lithium battery enterprises [15]