在汽车智能化的"浪潮"中，各类创新技术如雨后春笋般涌现，不断重塑人们的驾乘体验。日前，小鹏汽车联合华为智能汽车解决方案发布的AR-HUD （增强现实抬头显示）——"追光全景"就吸引了众多关注。 小鹏汽车宣称，"追光全景"是全球首个真正融入AI智能辅助驾驶的HUD解决方案，同时也是视觉效果最佳的AR-HUD。即将亮相的小鹏年度首款全新车型 G7，将率先应用这一创新技术。 "追光全景"的发布仿佛一个信号，体现了AR-HUD技术不断迭代、产品体验升级的趋势，也预示着这一细分市场有望迎来新一轮增长。那么，ARHUD能完 成从高端配置向智能辅助驾驶刚需的跃迁吗？ AR-HUD产品强势来袭 据介绍，随着智能辅助驾驶的快速发展，用户对安全、即时信息获取的需求日益增长，而汽车传统中控屏和仪表盘需要驾驶员低头查看，存在一定的安全隐 患。AR-HUD可将关键信息直接投射到驾驶员视线前方，让他们在不离开道路视线的情况下获取信息，因此成为近年来用户关注度较高的智能化配置之一。 然而，目前市面上的ARHUD在实际应用中普遍存在看不清、晕眩、遮挡视线等问题，根本原因在于做好ARHUD需要硬件平台、软件算法、人机交互设计 等多个环节的深度 ...

Core Viewpoint - The automotive industry, particularly multinational companies, is facing challenges in the profitability of electric vehicles (EVs), leading to a slowdown in their electrification efforts [1][2]. Group 1: Market Trends - Recent data indicates that global markets outside of China are experiencing declines in electric vehicle sales, with Europe seeing a 5.9% drop and South Korea's sales falling by 21.1% [2]. - The European Union has modified its "2035 ban on combustion engines," providing a three-year buffer for car manufacturers to meet carbon emission compliance targets [2]. Group 2: Company Performance - In Q1, Mercedes-Benz sold 529,200 vehicles globally, with only 45,500 being electric, while Audi delivered 388,800 vehicles, with electric models accounting for just 4.64 million [2]. - Despite the challenges, companies like Audi and Volvo are adapting their strategies, offering a diversified product mix that includes electric, hybrid, and internal combustion engine vehicles [3]. Group 3: China Market Dynamics - The Chinese market remains a critical focus for multinational companies, with expectations of over 31 million vehicles produced and sold in 2024, highlighting its strategic importance [2]. - Companies are increasing investments in China, as seen with Toyota's new Lexus factory in Shanghai and Mercedes-Benz's additional investment of 14 billion yuan [3].

Core Insights - The June sales data for new energy vehicles (NEVs) reveals significant growth across various manufacturers, with notable performances from companies like BYD, Xpeng, and Leap Motor [2][3][11]. Group 1: Company Performance - BYD sold 382,585 vehicles in June, with a total of 2,145,954 units sold in the first half of the year, marking a 33% year-on-year increase [3]. - SAIC-GM-Wuling achieved a total of 126,413 vehicle sales in June, with NEV sales reaching 70,357 units, reflecting a 73.8% year-on-year increase [6]. - Leap Motor set a new record with 48,006 vehicles delivered in June, a growth of over 138% year-on-year, and a total of 221,664 units delivered in the first half of the year [11]. - Li Auto delivered 36,279 vehicles in June, with a total of 111,074 units delivered in Q2 2025 [14]. - Xpeng delivered 34,611 vehicles in June, achieving a 224% year-on-year growth and surpassing its total deliveries for the entire year of 2024 in just the first half of 2025 [17]. - Deep Blue Automotive reported 29,893 vehicles delivered in June, a 79% year-on-year increase [20]. - GAC Aion sold 27,848 vehicles in June, with plans to focus on both B-end and C-end markets [22]. - Xiaomi's automotive division delivered over 25,000 vehicles in June, with significant pre-order numbers for the YU7 model [25]. - NIO delivered 24,925 vehicles in June, reflecting a 17.5% year-on-year growth [27]. - Zeekr sold 16,702 vehicles in June, with a total of 244,877 units sold in the first half of the year, marking a 14.5% increase [31]. - Arcfox delivered 10,352 vehicles in June, achieving a 65.13% year-on-year growth [33]. - Avita sold 10,153 vehicles in June, a 117% increase year-on-year [36]. - Lantu delivered 10,053 vehicles in June, with a year-to-date growth of 85% [40]. - Zhiji delivered 6,027 vehicles in June, with new models launched during the month [43]. - Hongmeng Zhixing achieved a record delivery of 52,747 vehicles in June, marking a 20% year-on-year increase [46].

Core Viewpoint - Dongfeng Liuzhou Automobile (DFLZ) is undergoing a significant transformation, focusing on "going global," new energy, and social responsibility, marking a pivotal moment in its 71-year history [2][3]. Group 1: Strategic Initiatives - DFLZ has launched the "Chengfeng Shuangqing (2030) Plan," aiming to invest 20 billion yuan in R&D and related infrastructure by 2030, with a target of selling 300,000 vehicles overseas [5][6]. - The plan emphasizes four major upgrades: technical products, localization, channels, and services, aiming for excellence in each area [5][6]. - DFLZ plans to establish nine smart manufacturing bases in Asia and Africa, optimizing delivery cycles from 12 weeks to 4 weeks [6]. Group 2: Product Development - DFLZ introduced the new energy commercial vehicle brand "Chenglong Yiwei," focusing on technology breakthroughs and a comprehensive ecosystem for various operational scenarios [11][13]. - The Chenglong Yiwei 5, a new heavy-duty electric truck, features a maximum power of 1209 horsepower and a charging efficiency of 95%, with a fast charging capability that allows 10% to 80% charge in just 30 minutes [13]. - The Chenglong Yiwei 2, a pure electric light truck, boasts a range of over 450 kilometers and a low operating cost of less than 0.4 yuan per kilometer [15]. Group 3: Social Responsibility - DFLZ has committed to increasing its annual social responsibility investment by 8%, having already invested 11 million yuan in global public welfare initiatives [6][20]. - The "Wangzi Chenglong" public welfare program has been upgraded to 2.0, expanding its reach to include education, employment, and health support for the children of truck drivers [20][22]. - DFLZ has initiated the "Liuzhou Smart Love Together" public welfare fund, contributing 100 yuan for every vehicle sold to support families in need [22]. Group 4: Industry Context - The Chinese automotive industry is transitioning from a major player to a stronghold in the new energy vehicle sector, supported by national strategies and the Belt and Road Initiative [3]. - DFLZ is addressing three major challenges in the industry: technological hurdles, scenario adaptability, and ecosystem collaboration [9][11].

Core Viewpoint - Toyota and Daimler Trucks have reached a final agreement to merge their subsidiaries, Hino Motors and Mitsubishi Fuso Truck and Bus Corporation, by April 2026, aiming to create a new holding company and list it on the Tokyo Stock Exchange, significantly impacting the competitive landscape of Japan's commercial vehicle sector [2][3]. Group 1: Merger Details - Toyota currently holds 50.11% of Hino, while Daimler Trucks owns 89.3% of Mitsubishi Fuso. The new holding company will be jointly owned, with both companies holding 25% of the shares, but with differing voting rights [3]. - The new company will be headquartered in Tokyo, employing over 40,000 staff, with Karl Deppen, the current CEO of Mitsubishi Fuso, appointed as CEO of the new entity [3]. - The merger aims to enhance competitiveness in the global commercial vehicle market by integrating resources and maintaining brand and sales networks in Japan and overseas [8]. Group 2: Background and Challenges - The merger follows a scandal involving Hino's falsification of engine emissions and fuel efficiency data, which severely impacted its financial performance, leading to significant losses in fiscal years 2021 and 2022 [4]. - Hino faced collective lawsuits in multiple markets, including the U.S. and Australia, but reached a $1.2 billion settlement with the U.S. Department of Justice in January 2025, allowing merger negotiations to progress [5]. - The merger is seen as a strategic response to the urgent need for the commercial vehicle industry to transition towards electrification and automation, with significant investments required to remain competitive [8]. Group 3: Strategic Implications - The merger is viewed as a critical move for Japan's automotive industry to adapt to global supply chain restructuring, aiming to enhance bargaining power and risk resilience in the market [9]. - Both companies plan to collaborate on next-generation technologies, including decarbonization and autonomous driving, leveraging Toyota's e-TNGA electric platform and fuel cell technology [9]. - The merger is expected to solidify Japan's position in traditional markets like Southeast Asia and the Middle East, especially in light of the rapid expansion of Chinese commercial vehicle brands [10].

Core Viewpoint - Ferrari has delayed the launch of its second all-electric vehicle from 2026 to at least 2028 due to insufficient demand for high-performance luxury electric cars, raising concerns about the future of ultra-luxury brands' transition to electric vehicles [2][4]. Group 1: Ferrari's Electric Vehicle Strategy - Since 2019, Ferrari has entered the hybrid vehicle market, with hybrids expected to account for half of its total sales by 2024 [3]. - The first all-electric model was initially set to debut in 2026, but the timeline has been adjusted, with the global premiere now scheduled for spring 2026 and first deliveries expected in October 2026 [3][4]. - The second all-electric model, seen as a pivotal point in Ferrari's electric strategy, was originally planned for late 2026 but is now anticipated to launch no earlier than 2028 [4]. Group 2: Market Challenges for Ultra-Luxury Brands - The demand for high-performance electric vehicles is currently perceived as "zero," with internal targets for sales of 5,000 to 6,000 units over five years deemed unsustainable due to lack of customer interest [4]. - The unique sound of internal combustion engines is a significant appeal for Ferrari's core clientele, and the absence of this feature in electric vehicles may diminish their attractiveness [4][6]. - Other luxury brands, such as Lamborghini and Aston Martin, are also facing similar challenges, with several delaying their electric vehicle launches due to insufficient consumer interest [7][10]. Group 3: Industry Trends and Responses - Many ultra-luxury brands are postponing or scaling back their electric ambitions, with Lamborghini pushing its first all-electric model from 2028 to 2029 [7]. - Bentley has delayed its first all-electric vehicle from 2025 to 2026 and extended its timeline for full electrification from 2030 to 2035 [9]. - Maserati has canceled plans for an electric version of its MC20 model due to anticipated low demand, indicating a preference among its customers for high-performance gasoline engines [10][11].

Core Viewpoint - The 2025 International Automobile and Supply Chain Expo in Hong Kong showcased the launch of several new energy commercial vehicles, including the delivery of the first batch of 1,000 Remote Super VANs, aimed at supporting Hong Kong's green transportation and energy transition [2][3][5]. Group 1: Event Highlights - The expo featured the Remote Super VAN, Remote Star Enjoy V7E, Remote Star Intelligent H9E, and Remote Star U12M, emphasizing the innovative design and global layout of Remote's product family [2][3]. - The first batch of 1,000 Remote Super VANs was delivered to New Science Development (International) Co., Ltd., to be used as new energy taxis in Hong Kong [2][5]. Group 2: Environmental Impact - Hong Kong aims to achieve carbon neutrality by 2050, with the transportation sector being the second-largest source of carbon emissions, accounting for about 20% of total emissions [3]. - The delivery of Remote Super VANs is expected to significantly reduce operational costs for taxi fleets and enhance service quality, contributing to the city's carbon reduction goals [5]. Group 3: Product Development - The Remote Star Enjoy V7E was introduced as a new generation pure electric VAN, designed to meet diverse logistics needs with a cargo space of 7.5 cubic meters and a large battery capacity [8][9]. - Remote has established a comprehensive product lineup in the Chinese new energy VAN market, with the Remote Star Enjoy V6E and Remote Super VAN achieving significant sales success [9][10]. Group 4: Strategic Goals - Remote aims to leverage Hong Kong's position as a global financial and trade hub to accelerate its global expansion and establish the city as a key node for exporting Chinese new energy solutions [10][15]. - The company is committed to building a sustainable logistics ecosystem, focusing on user-centered design and innovative solutions to meet local market demands [10][15].

Core Viewpoint - The launch of the new remote star enjoy V7E marks a significant addition to the remote new energy commercial vehicle lineup, redefining the value ecosystem of urban distribution and intercity logistics with its three core advantages: smart driving control, premium space, and versatile functionality [1][8]. Group 1: Market Context - The logistics market in China is currently complex, with both challenges and opportunities arising from the global economic environment. The ownership of new energy VAN products in China has exceeded 1.2 million units, with over 40% market share from January to May this year, establishing them as the main force in urban distribution logistics [3][4]. - The market faces challenges such as product homogenization, where different brands and models exhibit high similarity in features, leading to a "copycat" product matrix [3]. Group 2: Product Positioning and Features - The remote star enjoy V7E fills the product gap between the remote star enjoy V6E and the remote super VAN, enhancing the brand's global layout and product matrix [8]. - The V7E is designed for short-distance urban distribution, built on the third-generation urban new energy light vehicle platform, and features the remote Xuanwu powertrain, which integrates multiple technologies to meet user demands for efficiency and safety [9][11]. - The vehicle is equipped with a 51.4 kWh Xuanwu battery, offering a CLTC range of 375 kilometers, with plans to expand to a 460-kilometer range in the future. It achieves a low energy consumption of 13.8 kWh per 100 kilometers [11]. Group 3: Loading and Safety Features - The V7E boasts a cargo compartment length of 2870mm, expandable to 4100mm, with a maximum cargo volume of 7.5m³, making it highly competitive in its price range. It features a 270° magnetic tailgate and side sliding doors for easy loading and unloading [13]. - The Xuanwu battery offers the industry's longest warranty of 10 years or 800,000 kilometers and has passed rigorous safety tests, ensuring high durability and safety standards [15]. Group 4: Business Model and User Engagement - The company has shifted from a simple vehicle sales model to a more integrated ecosystem approach, offering a five-in-one solution that includes sales, value protection, easy leasing, vehicle-battery separation, and worry-free rentals [16]. - The launch event introduced seven major purchase benefits for the first batch of vehicle owners, covering all usage scenarios and enhancing user engagement through partnerships with platforms like Didi Freight [18].

Core Viewpoint - MG is undergoing a comprehensive transformation towards electrification and smart technology, launching new models and investing significantly in the new energy vehicle market [3][4][21] Group 1: New Model Launches - The MG Holiday summer event in Tianjin introduced the 2026 MG5 and Cyberster, with prices for the MG5 ranging from 59,900 to 69,900 yuan and the Cyberster priced between 319,800 and 359,800 yuan [1] - The 2026 MG5 features a new design, enhanced performance, and upgraded configurations, while the Cyberster aims to redefine electric sports cars with unique design elements and high performance [17][19] Group 2: Strategic Shift to Electrification - MG is committing to an "All in" strategy for new energy, planning to launch 13 new energy products over the next two years, including pure electric, plug-in hybrid, and range-extended vehicles across various body styles [3][8] - The company is investing 10 billion yuan in its new energy initiatives, leveraging SAIC Group's strong technological foundation to support this transition [8][9] Group 3: Technological Innovations - MG is collaborating with OPPO to develop a smart car ecosystem, enhancing vehicle connectivity and user experience through features like voice control and seamless integration with mobile applications [9][12] - The upcoming MG4 will be the first model to feature the hand-car interconnectivity, showcasing advanced functionalities that cater to daily user scenarios [12] Group 4: Market Position and Future Outlook - MG has a strong historical presence in the automotive industry, having set numerous speed records, and is now focusing on merging its performance legacy with new energy technologies [6][21] - The brand aims to maintain its leadership in the Chinese coupe market while addressing the needs of both fuel and electric vehicle consumers [15]

Children Land C nton 1000 Canada 35 and and THE ANARIE WARRETH AND THE LEAR 在试驾之后，有香港消费者反映，对自主品牌新能源汽车的智能语音交互系统非常满意。因为一些外资品牌车虽然也有语音助手，但在交流中说普通话 还行，一旦换成粤语，它就听不懂了。但是现在自主品牌新能源汽车的语音交互系统，对粤语的识别率非常高，不仅能准确执行指令，甚至还能用粤语进行 一些简单的对话。 还有香港消费者表示，过去，在香港开一辆外资豪华车是"有面子"的象征。但现在，开一辆设计新潮、科技感十足的国产新能源车，正在成为一种新的 潮流。更多原本对自主品牌新能源汽车持观望态度的人，开始认真地考虑，是不是也该去看车、体验、换车。 而且，如今在香港市场，已经有至少20多个自主品牌新能源汽车已经入驻香港，为香港消费者购车提供了极大便利。自主品牌新能源汽车进入香港，也 都在根据当地法规，推出的是右舵车产品。今年以来，自主品牌新能源汽车在香港的销量已经超过了外资品牌车，改变了香港汽车市场格局。 27.9 Notes Business of the Comment 7 3 0 00 ...