惠风和畅，百花绽放。5月8日至9日，由中国汽车工业咨询委员会（以下简称"中汽咨询委"）主 办、奇瑞汽车股份有限公司（以下简称"奇瑞汽车"）承办的2025中国汽车工业咨询委员会工作会议在安 徽芜湖召开。 会议回顾中国汽车产业发展的主要成就和中汽咨询委一年来的工作成绩，并聚焦企业重组、反对内 卷、拥抱AI、助推"出海"、汽车产业"十五五"规划等行业热点及难点问题进行研讨，大家踊跃献策建 言；与会委员和嘉宾还在参观考察奇瑞汽车之后，召开奇瑞汽车发展战略咨询研讨会，肯定"奇瑞经 验"，并提出了思考和建议。 关注行业转型 清醒认识机遇挑战 会议认为，近年来中国汽车产业正在加速转型，发展趋势仍将是机遇与挑战并存。 "我们由衷地为汽车行业的企业家和从业者们点赞！"中国汽车工业咨询委员会主任、北京汽车工业 控股有限责任公司原党委书记、董事长安庆衡在作中汽咨询委年度工作总结及主旨发言中表示，2024年 是中国汽车行业波澜壮阔的一年，从新能源汽车到自主品牌乘用车都取得了喜人的成绩。进入2025年上 半年，随着DeepSeek横空出世及人工智能（AI）对汽车业的影响不断扩大，中国汽车产业真正开启了 智能化下半场的新征程，新能源汽车 ...

Core Insights - The launch of the Geely Galaxy Star 8 at a starting price of 115,800 yuan reflects the diverse value perceptions of consumers in the competitive new energy vehicle market [2][18] - The Star 8 emphasizes three main pillars: architectural safety, power redundancy, and original design, injecting a pragmatic innovation into the new energy market [2][18] Architectural Safety - Geely's commitment to original architecture in vehicle design establishes a technical moat, moving away from "oil-to-electric" conversions and avoiding superficial marketing [4] - The GEA architecture features a modular design that separates high-voltage and low-voltage systems, enhancing safety by preventing potential hazards associated with traditional hybrid vehicles [4] - The Star 8 incorporates a "three-layer shield" design for chassis protection, ensuring that impacts are absorbed progressively, thereby enhancing battery safety through rigorous testing [4] User Choice - The Star 8 adopts a differentiated approach by empowering users with choices rather than making decisions for them, offering two versions of the power system to meet distinct user needs [10] - The EM-i version boasts a fuel consumption of 3.36L/100km and a comprehensive range of 1,600 km, addressing commuting concerns, while the EM-P version focuses on driving enjoyment with a torque of 605 N·m [10] - The design draws inspiration from Eastern aesthetics, creating a cultural resonance with users through thoughtful proportions and details [10] Practical Configuration - The Star 8 features practical configurations such as a 23-speaker sound system and VIP executive seats, designed with user daily scenarios in mind [12] - The rear seats offer a reclining angle of 131° and include ventilation, heating, and massage functions, reflecting a deep understanding of family user needs [12] Competitive Pricing - The Star 8 is priced between 115,800 and 155,800 yuan, showcasing aggressive pricing and superior configurations, aiming to redefine value assessment standards in the new energy vehicle sector [14] - The vehicle's safety is built on foundational design rather than temporary fixes, contrasting with competitors that rely on software patches for battery safety [14] - The Star 8's philosophy of "no compromise" in product design aligns with a user-centric approach, offering dual versions to cater to diverse consumer preferences [14] Value Proposition - The Star 8 emphasizes a sense of value over mere cost-effectiveness, balancing safety, redundancy, design, and configuration to enhance product value [16] - The vehicle aims to reshape market order by focusing on genuine technical strengths rather than marketing gimmicks, as articulated by Geely's sales management [16] - The launch of the Star 8 serves as a benchmark product that not only meets consumer needs but also promotes a return to value in the new energy market [18]

Core Viewpoint - The launch of the "2025 China Automotive Brand Upward Development Special Action - 'National Car New Direction, Expanding New Chapters Overseas' Documentary Activity" signifies a strategic initiative to enhance the global presence of Chinese automotive brands amidst complex global political and economic conditions [1][3]. Industry Overview - Chinese automotive companies are increasingly globalizing, establishing R&D centers and factories abroad, and focusing on "technology export + localized production" to build a local industrial chain ecosystem [3][4]. - In the first quarter of 2025, China exported 1.42 million vehicles, a year-on-year increase of 7.3%, with passenger car exports at 1.178 million (up 6.1%) and commercial vehicle exports at 242,000 (up 13.1%). Notably, new energy vehicle exports reached 441,000, marking a 43.9% increase [3]. Special Action Initiative - The "Brand Upward Development Special Action" has been ongoing since 2021, promoting the creation of Chinese automotive brands and has become a significant platform for collective brand activities in the industry [4][7]. - The initiative aims to transition the Chinese automotive industry from "following and catching up" to "leading in technology" and from "price competition" to "value creation" [7]. Documentary Activity - The documentary will feature five representative Chinese automotive brands: Hongqi, Changan, Chery, BYD, and Foton, focusing on their achievements in Southeast Asia, Europe, Africa, South America, and the Middle East [6][8]. - The content will highlight the contributions of these brands to local automotive industries and their global development stories, enhancing the image and influence of "Chinese automobiles" on the world stage [6][8]. Brand Participation - The initiative has received strong participation from mainstream automotive companies, with significant events like the "Consulate General Visits Shanghai Auto Show" showcasing the latest achievements of Chinese automotive brands [7]. - Each participating brand has set ambitious goals for overseas market investments and sales, with Changan aiming for over $10 billion in overseas investments by 2030 and BYD achieving market leadership in several regions [10][11]. Growth and Achievements - Chery has exported to over 110 countries, with a focus on localized manufacturing and R&D to meet diverse global consumer needs [9]. - BYD has become a market leader in regions like Hong Kong and Singapore, with its new energy vehicles entering over 110 countries [10]. - Hongqi has seen a compound annual growth rate of 151% in overseas sales, establishing itself as a symbol of "Chinese luxury cars" in various international markets [12]. - Foton has been the top exporter of commercial vehicles in China for 14 consecutive years, aiming for 300,000 exports by 2030, with 30% being new energy products [12].

Core Insights - DeepWay launched two new models, the Starry Sky II and Starry Path, at a spring product launch event in Hefei, China, highlighting their self-developed three-electric system and advancements in intelligence [2] - The commercial vehicle industry, particularly heavy trucks, is undergoing structural changes alongside overall market adjustments, with a strong emphasis on electrification [4][5] - The penetration rate of new energy heavy trucks has exceeded 20% in the first four months of the year, indicating a rapid shift towards electrification in the commercial vehicle sector [6] Industry Trends - The commercial vehicle market has seen a mild recovery, but overall scale remains below previous peaks due to changes in industrial structure and emerging industries [5] - The demand for road transportation is stable and expected to grow with the national economy, although the types and forms of transportation will adjust according to macroeconomic changes [5] - The rapid turnover rate of commercial vehicles, with an estimated 10%-12.5% of the existing fleet being updated annually, presents a significant opportunity for new energy vehicles [5] Competitive Landscape - The competition in the commercial vehicle sector is intensifying, with new entrants in the new energy heavy truck market and traditional manufacturers accelerating their strategies [8] - DeepWay views competition as a necessary phase for industry maturation and is committed to leveraging it for growth [8][9] Company Strategy - DeepWay's core competitive advantages include self-research and production of key components, an internationalization strategy aiming for over 60% of sales from overseas by 2030, and a focus on intelligent systems to enhance operational efficiency [9][10] - The company emphasizes the importance of artificial intelligence in logistics and transportation, aiming to improve operational efficiency and reduce costs through smart fleet management [11]

Core Insights - Avita Technology officially announced the launch of the Avita 12 2025 model, featuring significant upgrades including both pure electric and range-extended versions across six models, with official prices ranging from 269,900 to 429,900 yuan [2][12] - The limited-time offer allows for a lower price of 259,900 to 419,900 yuan, showcasing the company's commitment to value [2] - The Ultra pure electric four-wheel drive model stands out with a post-offer price of only 309,900 yuan, offering luxury features such as Huawei's three-laser radar and a 25-speaker British audio system, making it a strong contender in terms of cost-performance ratio [2][8] Pricing and Offers - All models come with a cash discount of 10,000 yuan and additional configuration benefits worth up to 40,000 yuan, including advanced driving assistance systems and premium audio options [3][4] - The pricing structure for the Avita 12 models includes: - Avita 12 Max range-extended version: 289,900 yuan - Avita 12 Ultra range-extended version: 299,900 yuan - Avita 12 Ultra pure electric version: 309,900 yuan [3] Design and Customization - The 2025 model features a new interior color option, "Dai Red," which reflects traditional Chinese aesthetics and offers a luxurious feel [5] - The vehicle includes customizable options such as 21-inch sport wheels and an intelligent electric door package, enhancing both style and convenience [5][6] Intelligent Features - The Avita 12 is equipped with Huawei's Qian Kun ADS full-scene intelligent driving assistance system, featuring a detection range of 300° and centimeter-level perception accuracy [7] - The vehicle supports advanced safety features including full-speed AEB and parking assistance, providing a comprehensive driving experience [7] Performance Specifications - The pure electric model boasts a range of up to 755 km, with a maximum power output of 402 kW and torque of 687 N·m, achieving 0-100 km/h in just 3.8 seconds [8] - The range-extended version utilizes a Kunlun smart range extension system, offering a pure electric range of 245 km and a total range of 1,155 km, addressing long-distance travel concerns [8] Luxury Experience - The interior is designed for luxury, featuring a 35.4-inch 4K panoramic display and a 15.6-inch central control screen, along with dual zero-gravity seats that provide heating, cooling, and massage functions [10] - The rear seating area is designed with a theater-like luxury concept, equipped with a 25-speaker audio system and ample legroom, ensuring a first-class experience for all passengers [10][12] Market Positioning - The Avita 12 aims to meet consumer demands with its "high aesthetics, high intelligence, and high value" proposition, targeting the 200,000 to 400,000 yuan segment of the new energy vehicle market [12] - The company plans to enhance its brand, technology, products, channels, and services to redefine luxury travel standards and continuously improve user experience [12]

基于全球首个支持L4级无人驾驶的大模型，萝卜快跑可以兼顾技术的安全性和泛化性，做到安全性高于人类驾驶员10倍以上。过去两年的数据显示， 萝卜快跑实际车辆出险率仅为人类司机的1/14。截至今年3月，萝卜快跑已累计提供超过1000万次出行服务，安全行驶里程超过1.7亿公里，其安全性和稳定 性得到众多用户广泛好评。 除了在香港获得飞速进展外，萝卜快跑正加快海外布局。今年3月底，萝卜快跑先后宣布落地迪拜和阿布扎比，率先在迪拜市区开展无人驾驶规模化测 试和服务、部署超过1000台全无人自动驾驶汽车，并与合作伙伴共同打造阿布扎比规模最大的无人车队。 日前，香港特别行政区运输署发布消息称，已根据《道路交通（自动驾驶车辆）规例》更新自动驾驶车辆试行牌照并扩大萝卜快跑自动驾驶车 辆在香港的测试区域。 运输署发言人称，萝卜快跑自2024年12月起在北大屿山进行道路测试至今，在不同道路场景中表现稳定，已达到高度自动化驾驶水平（国际标准为L4 级）。这意味着，萝卜快跑能够在特定运行条件下持续执行所有动态驾驶任务，并自动执行最低风险策略，技术水平与内地及世界其他地区相当。 数据显示，自2024年12月开始测试至今，萝卜快跑在港安全行驶 ...

Group 1 - The core viewpoint of the news is the introduction of stricter regulations on vehicle emissions, particularly for trucks, through the release of the "Opinions" document by multiple government departments [2][3][4] - The "Opinions" aim to shift environmental regulation from a reactive to a proactive approach, integrating technology and institutional design to create a comprehensive governance system [3][4] - The document highlights the urgent need to address mobile source emissions, which have become a significant contributor to air pollution in densely populated cities [3][4] Group 2 - The "Opinions" address existing challenges in the vehicle environmental regulation system, such as inconsistent regional standards and outdated detection technologies, by promoting institutional innovation and technological upgrades [6][7] - A key feature of the "Opinions" is the establishment of a full lifecycle management system for vehicles, moving from end-of-pipe detection to comprehensive monitoring throughout the vehicle's life cycle [8][9] - The document emphasizes the use of advanced technologies like remote sensing and real-time data transmission to enhance regulatory efficiency and reduce blind spots in monitoring [9] Group 3 - The "Opinions" are expected to accelerate the transition to new energy commercial vehicles, with projections indicating a significant increase in sales and market penetration for these vehicles in the coming years [11][12] - The document outlines plans to refine the regulatory framework for vehicle emissions, including stricter standards and enhanced data management for pollution control devices [10][12] - Overall, the "Opinions" represent a strategic move towards achieving carbon neutrality goals by promoting the adoption of new energy vehicles and improving the environmental performance of traditional fuel vehicles [12]

Core Insights - The second-hand car market in China showed a slight year-on-year growth in the first quarter of 2025, with a total transaction volume of 4.6074 million units, representing a 0.15% increase compared to the same period last year [1][6] - March 2025 was a peak month for sales, driven by policy support and seasonal demand, resulting in a significant month-on-month increase in transaction volume [3][4] Market Performance - In March 2025, the total transaction volume for second-hand cars reached 1.7549 million units, a month-on-month increase of 26.14% [4] - The breakdown of transaction volumes for different vehicle types in March includes: - Basic passenger cars: 1.0029 million units, up 24.64% month-on-month and 0.48% year-on-year - SUVs: 233,100 units, up 25.35% month-on-month and 2.79% year-on-year - MPVs: 113,600 units, up 24.61% month-on-month and 3.29% year-on-year - Cross-type passenger cars: 45,000 units, up 30.28% month-on-month and 11% year-on-year [4][6] Commercial Vehicle Trends - In the commercial vehicle segment, March 2025 saw: - Buses: 98,500 units, up 27.34% month-on-month and 0.5% year-on-year - Trucks: 143,900 units, up 33.79% month-on-month and 7.81% year-on-year [5][7] Price and Age Distribution - The average transaction price for second-hand cars in March 2025 was 66,700 yuan, a 210 yuan increase from February but a 230 yuan decrease from the previous year [11] - The most traded vehicles were those aged 3-6 years, accounting for 45.70% of transactions, although this was a decrease from the previous year [9][10] New Energy Vehicle Growth - The transaction volume for second-hand new energy vehicles in March 2025 reached 117,100 units, marking an 18.7% increase from February and a 28% increase year-on-year [14] - In the first quarter of 2025, the total transaction volume for new energy second-hand vehicles was 306,500 units, a 24.8% increase compared to the same period in 2024 [15] Regional Performance - In March 2025, all six major regions in China experienced significant growth in second-hand car transactions, with North China showing the highest increase of over 30% [10] - Beijing's market performance was particularly strong, with transaction volumes increasing by approximately 60% compared to the previous month [10] Inventory and Turnover - The average inventory turnover period for second-hand car dealers in April 2025 was 41 days, a decrease of one day from March, indicating improved inventory management [22][23]

汽车厂家将某款车型包销给一家经销商集团在全国范围销售，这样的做法现在已不多见。 近日，长久股份有限公司公告宣布，公司全资附属公司北京长久互联科技有限公司，作为"久车GO"汽车流通供应链平台的运营主体，与 一汽丰田销售有限公司（简称"一汽丰田"）签署项目合作协议。 根据项目合作协议，长久互联作为一汽丰田卡罗拉1.2T全系现款车型于中国大陆市场年度独家包销合作伙伴，可根据市场需求动态调整 产能。此次合作双方旨在共同探索下沉增量市场，试点新型汽车渠道模式，通过"久车GO"平台的数字化能力，实现直连县域客户、提升 销售管控力度及销售质量。短短几句话透露了双方合作的三个要点：下沉市场、限定车型、以销定产。 主要面向下沉市场 要揭开这次厂商合作的神秘面纱，还得从这个"久车GO"平台说起。 2024年3月，质押车辆监控服务和汽车经销商运营管理服务商长久股份有限公司（以下简称"长久股份"）倾力打造的创新型"久车GO"汽 车流通供应链服务平台上线。官方介绍显示，"久车GO"平台能够借助大数据、云计算等先进技术，不断提升平台的智能化水平，实现更 加精准的市场分析和用户服务。 在今年4月召开的长久股份2024年度业绩及新业务发布会 ...

Group 1 - The automotive supply chain is experiencing a surge in joint ventures and collaborations, breaking traditional boundaries and fostering a new wave of partnerships [2][3] - Recent collaborations include partnerships between major players such as Visteon and ByteDance's Volcano Engine, Bosch and Horizon, and others, focusing on innovative solutions in smart cockpits and autonomous driving [3][4] - The launch of the first fully autonomous iVISION smart headlight by a consortium of Chinese companies marks a significant advancement in domestic supply chain capabilities, expected to accelerate market penetration by 35% [3] Group 2 - The automotive supply chain is facing intense competition and pressures, leading companies to embrace collaboration as a key strategy to overcome challenges and reduce costs [5][6] - Global trade issues and tariff challenges are prompting companies to explore cooperative strategies to enhance their market positions and operational efficiencies [5][6] - Collaborations are seen as essential for expanding into international markets, allowing domestic companies to leverage foreign expertise and distribution channels while foreign firms benefit from local market insights [9] Group 3 - Future collaborations in the automotive supply chain are anticipated to deepen and broaden, enabling companies to share risks, reduce investments, and achieve synergies [8] - Joint procurement and shared production facilities are expected to lead to significant cost savings, enhancing competitiveness for both vehicle manufacturers and parts suppliers [8] - The shift towards collaborative models is viewed as a necessary evolution in the industry, moving away from competitive pressures to a more cooperative framework that benefits all stakeholders [9]