此前，有机构的用户调研显示，高达78％的用户认为多挡DHT的驾驶感"仅优于传统燃油车"，与单 挡插混或增程式接近纯电的平顺性相比，存在一定差距。这表明多挡DHT车型在用户最为关注的驾驶 体验方面，未能完全满足消费者对新能源汽车舒适性的期望。 新能源汽车正从"技术崇拜"转向"实用主义"，市场竞争逻辑也从单纯的"参数比拼"转变为"场景适 配"。从市场层面看，近一两年增程式车型凭借其"大电池＋大油箱"配置，实现了较长的纯电续驶里 程，能够满足多数城市通勤需求，日常使用中仅需充电，大大降低了使用成本和充电焦虑。而单挡 DHT车型则以其较低的价格，打开了入门级市场，为消费者提供了高性价比的选择。在这种情况下， 多挡DHT车型的优势已不再突出，消费者在购车时更加注重车辆在实际使用场景中的表现，这也倒逼 多挡DHT技术进行进一步改进。 11月21日，2025广州车展开幕，与众多纯电动汽车和增程式汽车相比，配装多挡DHT（混合动力 变速器）的车型并不多，声量也远不如前两者大，作为曾经一度被寄予厚望的技术路线代表车型，多挡 DHT车型的处境相对尴尬。从车展上看，目前高端市场以增程式车型为主力，低端市场则以单挡DHT 车型为主力 ...

Core Insights - The 2025 Guangzhou Auto Show showcased innovative designs and technologies from various automakers, sparking debate over the practicality and necessity of such features [2][6][10] - The event highlighted a shift in the automotive industry towards scenario-based innovations, targeting specific user needs such as outdoor camping and leisure activities [3][8][11] Group 1: Innovative Designs - Several automakers introduced models with unique features, such as the Zhiji LS9 with a "mobile shower room" and "carried floor heating" system, aimed at outdoor enthusiasts [3][4] - The Toyota RAV4 Forest Edition was designed for outdoor lovers, featuring waterproof materials and enhanced lighting for camping [3][11] - Ford's Intelligent Mustang was presented as an all-terrain camping SUV, equipped with a power supply capability of up to 6.6 kW, catering to users' needs for energy while camping [3][8] Group 2: Industry Perspectives - Industry experts expressed concerns about whether these designs represent true innovation or merely serve as marketing gimmicks, with some features deemed impractical for regular use [6][10] - There is a growing emphasis on "scenario-defined vehicles," suggesting that cars must meet diverse user scenarios to attract consumers in a competitive market [4][8] Group 3: Consumer Reactions - Consumer feedback indicated a preference for practical innovations that address real needs rather than flashy features that do not enhance the driving experience [10][12] - Despite skepticism, the Zhiji LS9's shower feature generated significant interest, with 5,200 units sold within 25 minutes of its launch, indicating a market for such unique offerings [7][10] Group 4: Market Trends - The automotive market is evolving from meeting basic transportation needs to catering to personalized lifestyles, with a focus on specific user groups like outdoor enthusiasts and business professionals [8][11] - Innovations are increasingly being evaluated based on their technical feasibility and practical application, moving away from mere conceptual designs [11][12]

Core Insights - The automotive industry is transitioning from traditional hardware competition to a new era driven by AI, which is deeply integrated into vehicle control and intelligent driving, transforming cars into essential "smart partners" and "ecological hubs" in daily life [2][12] AI Empowerment and Breakthroughs - AI technology has penetrated various aspects of the automotive sector, including intelligent driving and smart cockpits, showcasing significant advancements in both technical depth and application breadth [3] - The shift towards software-defined intelligent platforms is evident, with companies like Li Auto and Xiaomi showcasing advanced driver assistance systems that enhance user experience and mimic human decision-making [3][4] Market Accessibility and Cost Reduction - The price range of 120,000 to 150,000 yuan has emerged as a new battleground for intelligent driving, with companies like GAC Toyota and Dongfeng Nissan introducing advanced features at lower price points due to a significant drop in core component costs [4] - The cost of automotive-grade lidar has decreased from approximately 8,000 yuan in 2023 to below 3,000 yuan, indicating a trend towards more affordable intelligent driving technologies [4] Intelligent Cockpit Innovations - AI models are transforming traditional vehicles into emotionally aware travel companions, as seen in the Roewe M7 DMH's AI cockpit system, which offers advanced interaction capabilities and personalized user experiences [5] - The system can understand complex commands and remember user preferences, enhancing the overall driving experience [5] New Automotive Ecosystem - AI serves as a core hub connecting various elements of a vast automotive ecosystem, integrating travel services, energy networks, hardware, software applications, and urban infrastructure [7] - This integration breaks down the traditional isolation of vehicles, creating a more interconnected and efficient transportation network [7] Integrated Smart Mobility - AI is the foundational technology for building an integrated "vehicle-road-cloud" smart mobility ecosystem, enhancing collaborative driving and optimizing traffic network efficiency [8] - In the energy sector, AI is transforming vehicles into active participants in smart energy networks, improving battery management and charging efficiency [8] Comprehensive User Experience - AI is becoming the central engine for connecting "people-vehicles-home" ecosystems, evolving cars from mere transportation tools to personal mobility control centers [9] - The shift in human-machine interaction is moving towards an AI-centric model, where AI understands user intentions and provides tailored services [9] Industry Transformation - The dual drive of AI and ecosystem integration is reshaping the global automotive industry's competitive landscape, requiring participants to reassess their roles and value [11] - The focus of competition has shifted from mechanical performance to intelligence and ecosystem integration, with new business models emerging that emphasize lifecycle value rather than one-time hardware sales [11] Future Outlook - The automotive industry is moving from a horsepower competition to one focused on computing power and collaboration, with AI as the driving force behind this transformation [12] - Companies must understand these trends and build comprehensive capabilities to thrive in the evolving automotive landscape [12]

今年以来，新能源新车均价跌破16万元、渗透率超过50％。"这标志着新能源汽车正式步入主流消费市场，也成为新车销售电商化的基础之一。"颜景 辉表示，数据标志着消费者对新能源汽车的需求仍处于上升期，也迫切需要解决线下渠道销售信息不对称的问题，重塑新车销售逻辑。因此，在一定程度 上，是新能源汽车市场成熟度催生了渠道多元化需求，为电商线上售车铺平了道路。 时隔7年，电商卖车终于从政策照进现实。 今年"双11"，两家电商平台京东、天猫"你方唱罢我登场"，正式开启线上售车业务，让网购汽车不再停留在概念炒作。11月4日，天猫汽车官方旗舰 店卖出首辆整车——奔腾小马，并于11月8日完成该模式下的首次线下交付。11月9日，京东联合广汽集团、宁德时代推出"国民好车"埃安UT super，租电 购买价限时优惠4.99万元，整车购买价限时优惠8.99万元。 "电商再次进军汽车零售，并引入和尝试了新模式，的确是今年'双11'的最大看点，但效果如何仍有待观察。"中国汽车流通协会副秘书长郎学红在接 受《中国汽车报》记者采访时认为，电商不断拓展线上消费新边界是趋势，但电商的线上汽车零售总体上仍处于探索阶段。 汽车销售线上化渐趋成熟 "已走过 ...

10万内配备激光雷达纯电SUV，长安造车41年全球诚意之作 全新Q05率先将激光雷达配置破级下放至10万元级市场，让此前20万级才具备的智能驾驶辅助能力实现"全民可享"。全新Q05激光版搭载1颗激光雷达+3 颗毫米波雷达+12颗超声波雷达+11个摄像头，全车一共27个传感器，共同组成同级最高配置水平的感知系统，再加上地平线征程6M芯片，拥有高达128Tops 的超强算力，让智能驾驶辅助更安全更便捷，在高速场景下，它能实现自动变道、超车、上下匝道和转换，大幅减轻长时间驾驶的疲劳。智能泊车辅助，平 均用时26秒，比老司机还快，并首发"车头泊入"功能，方便购物后直接放进后备厢。 年终岁末,车企促销忙。11月29日，长安启源全新Q05开启"超级购车季"，发起年底促销大战，此次启源全新Q05推出全系无门槛超级置换、增购 一口价，立省5000元，低至7.49万元起，并承诺对11月29日24点前"已下大订、已锁单，已交付"的用户，按照超级购车季新权益就高补返差额。同 时，全新Q05还宣布，全面刷新用户购车权益，涵盖整车及三电系统的"三大安心保障"、购置税兜底政策延续至12月31日。本次购车季，长安启源 还为全新Q05首批用 ...

◆国内新闻 国家统计局：11月份制造业PMI为49.2% ◆国际新闻 大众汽车集团任命Ludwig Fazel担任集团战略新负责人 大众汽车集团当地时间11月28日发表声明称，Ludwig Fazel将于2025年12月1日起正式出任集团战略、集团产品战略及总秘 书处负责人。此前他同时担任大众集团零部件公司首席运营官，并兼任集团技术部门战略与平台业务负责人。在新职位上， Ludwig Fazel将直接向大众集团首席执行官奥博穆汇报。 11月30日，国家统计局发布数据显示，11月份，制造业采购经理指数（PMI）为49.2%，比上月上升0.2个百分点，景气水平 有所改善。从企业规模看，大型企业PMI为49.3%，比上月下降0.6个百分点，低于临界点；中、小型企业PMI分别为48.9%和 49.1%，比上月上升0.2个和2.0个百分点，均低于临界点。 动力电池回收标准稳链经验交流座谈会在福建宁德召开 据国家市场监督管理总局官网消息，动力电池回收标准稳链经验交流座谈会11月27日在福建宁德召开。会议强调，要加强 动力电池回收利用标准化技术组织建设，加快有关标准研制，不断优化和完善我国动力电池回收利用标准体系。要充分认 ...

小米YU7"开售18小时锁单24万辆"的营销"神话"尚未消散，"雷军不懂结构，发的微博不算 数"的辩护词却已将这家车企拖入信任的泥潭。从创始人IP加持的流量狂欢，到安全事故与营销争 议引发的舆论风暴，11月的小米汽车可谓"满脑门官司"，但这不仅是一家企业的危机，更映射出 当下汽车行业重营销、轻兑现乱象的集中警示。 "流量是把双刃剑"的深刻印证，在小米汽车身上体现得淋漓尽致。雷军凭借强大的个人影响力，为 小米汽车铺就了最顺畅的开局——从品牌曝光到用户关注，前期势头可谓一骑绝尘。 然而，这种流量红利也像一把高倍放大镜，将产品的每个细节都置于聚光灯下，稍有瑕疵便会被无 限放大。以小米SU7 Ultra为例，其宣传中强调"碳纤维双风道前舱盖完全复刻原型车"，雷军更在微博亲 述细节："碳纤维前舱盖不仅改外观，内部结构也改，双风道直接导向轮毂，支持轮毂散热。"但仅8小 时后，这条微博的最后一句便被悄然删除。消费者本冲着"性能车"的核心优势而来，却在锁单后通过实 测发现机盖内并无贯穿风道，与宣传严重不符。当用户要求退单被拒后，一纸诉状将小米汽车告上法 庭。最终，苏州市中级人民法院作出"退一赔三"的判决，为这场营销争议画上了 ...

11月27日，零跑汽车以"自己定义路"为主题的全新个性战略新品——零跑Lafa5的上市发布会。新车定位"高颜值运动轿跑"，携605km超长续航、高通 8295P智能座舱、激光雷达端到端辅助驾驶、轿跑颜值、86%得房率越享座舱、全维安全5大硬核产品性能，为泛95后悦己个性乐活青年带来"人生Dream Car"的入手新选择。 新车发布515km及605km两种续航版本共计5款车型，并推出限时5000元上市感恩现金优惠，即日起至2025年12月31日24点，零跑Lafa5上市限时惊喜价 9.28万-11.68万元，以极其诚意的定价与品价比，重新定义10万级纯电轿跑市场价值新标准。 上市权益方面，零跑汽车宣布，即日起至2025年12月31日24时，推出包含现金优惠、终身质保、选装基金、金融政策等在内的多重上市权益，限时至高 价值可达24900元，为用户带来全方位的购车保障。 零跑稳中加速，迈向"百万新征程" 发布会上，零跑科技高级副总裁曹力透露，2025年第三季度零跑盈利持续为正，实现净利润1.5亿元，营收冲至194.5亿元，同比增长近一倍；自2025年3 月以来，零跑已连续8个月稳居中国新势力品牌月销冠军，且全年销 ...

Core Insights - The core message of the article emphasizes Leap Motor's commitment to providing high-quality electric vehicles at competitive prices, avoiding high-end premium strategies while focusing on self-research and development [2][8]. Sales and Growth Strategy - Leap Motor achieved a significant milestone by reaching 250,000 sales by November 15, 2023, with a target of 500,000 sales in 2024 and aiming for 1 million by 2025, driven by precise planning and product strategy [4][6]. - The company has established two core strategies for 2024: equipping all models with intelligent driving assistance and focusing on long-range and high-speed charging capabilities [4][6]. - Leap Motor's self-research system allows for a 65% self-manufacturing rate of core components, with plans to increase this to over 80%, enabling better cost control and higher product value [4][6]. Product Development and Market Positioning - The launch of the Lafa5 model targets the 10-15 million RMB market segment, filling a gap for sporty electric sedans that appeal to younger consumers [6][7]. - The company learned from the initial failure of the S01 model, leading to a more cautious approach in product definition and market strategy [6][7]. - Leap Motor's product matrix, including the successful C series and the upcoming D series, is crucial for achieving the sales target of 1 million units [7][8]. Brand Strategy and Market Differentiation - Leap Motor maintains a single-brand strategy, avoiding segmentation into high-end and low-end brands, focusing instead on delivering consistent quality across all price ranges [8][10]. - The brand is likened to Uniqlo in the automotive industry, emphasizing high cost-performance and reliability without brand premium pricing [8][10]. Future Outlook and Technological Development - The company plans to expand into overseas markets, with the Lafa5 model set to launch globally in the second quarter of the following year [10][11]. - Leap Motor is cautious about diversifying into other industries, preferring to focus on its core automotive business while exploring technological advancements [11][12]. - The company aims to leverage its self-research capabilities to enhance product competitiveness and maintain a long-term value investment approach [12].

11月28日，奇瑞集团旗下高端品牌星途在珠海国际会展中心举行上市发布会，"新奢智电中型SUV"星途 ET5 正式登场。新车推出 210 舒享 版、 210 激光雷达智尊版两款配置，官方指导价14.49万-15.99万元，叠加 10000 元置换补贴后，超级置换价13.49万-14.99万元，并宣布猎鹰700 城区NOA功能终身免费使用。凭借超长续航、高阶智驾与越级配置，星途 ET5向 15 万级新能源 SUV 市场发起强势冲击。 续航、操控、智能三重越级 作为星途品牌新能源战略的核心车型，星途 ET5 在产品力层面实现全方位突破。发布会现场，同济大学教授朱西产代表世界十佳智能汽车评委会， 将"第七届世界十佳智能汽车"的荣誉授予星途ET5。 智舱层面，星途 ET5 全系标配高通 8255 车规级芯片，搭载15.6 英寸中控屏、10.25 英寸仪表屏与 12.3 英寸副驾屏组成的三联屏布局，支持导航、娱 乐信息跨屏无缝流转，配合具有21个扬声器的"伯牙之音"音响系统，营造豪华智享座舱氛围。 另外，动力系统方面，新车配备"黄金增程CEM"系统，该套系统搭载荣获"中国心"十佳新能源动力的同级唯一1.5T增程器，热效率 ...