5年，是一次跨越，也是一次重塑。从传统制造到智能绿色转型，从国内竞争到全球布局，中国汽 车产业在"十四五"期间不仅实现了产销量的跃升，更在产值规模、消费拉动等方面表现突出，一跃成为 我国经济第一支柱，彰显出其对我国经济平稳向上发展的强大支撑力。 产值跃升 区域集群协同发力 "坚持把发展经济着力点放在实体经济上，加快推进制造强国、质量强国建设。"在2021年发布的《中华 人民共和国国民经济和社会发展第十四个五年规划和2035年远景目标纲要》（以下简称"'十四五'规划 纲要"）中，"巩固壮大实体经济根基"被写在文中第三篇的开头。其中，新能源汽车更是被列为战略性 新兴产业，要求"加快关键核心技术创新应用，增强要素保障能力，培育壮大产业发展新动能"。 汽车产业作为实体经济和先进制造业的重要组成部分，在"十四五"期间勇担经济发展重任，产值实现稳 健增长，产业链条不断延伸，产业链上下游生产总值约占全国GDP比重的10％。2021年，我国汽车制造 业规模以上工业增加值同比增长5.5％；2022年，汽车制造业规模以上工业增加值同比增长6.3％，高于 制造业3.3个百分点；2023年，我国工业经济稳定恢复，汽车行业生产增速超1 ...

近日，公安部发布的《机动车运行安全技术条件》征求意见稿中，要求"乘用车启动后默认零百加 速不小于5秒"，这一要求给愈演愈烈的汽车性能"内卷"踩下了刹车，同时这一看似保守的技术指标调 整，也传递出清晰信号：公共道路上速度必须让位于安全，在技术狂飙的时代，我们更需要重拾对安全 的敬畏之心。 需要指出的是，新规绝非是对性能产品的技术"阉割"，而是以合理的制约条件为公众安全兜底。对于百 公里"5秒"加速时间的设置并非主观臆断。近年来，纯电动汽车、插电式混合动力汽车启动加速失控事 故多发，多是由于驾驶人使用高性能模式时驾驶准备和操控能力不足。这也引发了公众的思考：家用车 是否有必要"5秒破百"？ 今年4月，笔者在《智能电动车要多上几把"安全锁"》一文中指出，新能源汽车性能快速提升与市场教 育、安全监管、驾驶员驾驭能力不匹配的矛盾，正是导致新能源汽车恶性交通事故占比上升的症结所 在，而寄希望于企业和消费者的自我约束，很难达到控制风险的目的——企业逐利天性可能让安全投入 让位于性能宣传，消费者的侥幸心理也容易突破安全底线。 惟有制度约束的健全，才能真正筑牢道路交通安全防线。公安部要求车辆刚启动时处于加速性能较低的 默认工作 ...

Core Viewpoint - Stellantis opposes the EU's 2035 ban on new internal combustion engine vehicles, advocating for the continued sale of plug-in hybrids and range-extended electric vehicles, and supports alternative fuels as a decarbonization pathway [2][4][12] Industry Response - Stellantis is among several European automakers pressuring the EU, highlighting the significant impact on Italy's economy and employment due to the strict implementation of the ban [4][9] - The company promotes a "technology-neutral" principle, arguing for the coexistence of various technological pathways, including plug-in hybrids and synthetic fuels, to address consumer needs and regional differences [4][10] Market Conditions - The European Automobile Manufacturers Association (ACEA) reports that the EU's electric vehicle penetration rate for 2024 is significantly below expectations, indicating that the market is not developing as policymakers envisioned [5][7] - The slow sales of electric vehicles, particularly in major markets like Germany and France, coupled with varying subsidy policies across EU member states, have created challenges for the automotive industry [7][8] Infrastructure Challenges - The lack of adequate charging infrastructure is a major bottleneck for electric vehicle adoption, with the current installation rate of charging stations falling far short of the required pace [8] - High raw material costs are increasing production expenses for automakers, squeezing profit margins and leading to layoffs and factory closures as companies struggle to adapt [8][11] Divergent National Perspectives - There are notable divisions among EU member states regarding the 2035 ban, with countries like Italy advocating for a delay due to the potential devastating impact on their automotive industries [9][10] - Germany is pushing for exemptions for synthetic fuels, viewing them as a viable transitional solution for high-end fuel vehicles to achieve carbon neutrality [10] Future Implications - Regardless of whether the ban is modified, European automakers face pressure to accelerate electrification, which may lead to short-term employment issues and economic repercussions [11][12] - The debate over the ban reflects the broader conflict between environmental ideals and the survival of the automotive industry, with the outcome potentially reshaping global decarbonization strategies [12]

富士康造车再生变，迎来重大转向！ 近日，在鸿海科技日上，相关高层表示，富士康已战略性调整战略方向，从直接参与智能电动车制 造转向AI算力基建服务，并公开表示将重点投资人工智能领域。 但有舆论认为，在AI与智能汽车融合日益增加的情况下，富士康距离汽车不是更远，或许是更近 了…… 从"造车"到"弃车" 也敏锐地捕捉到了AI的战略价值，纷纷建设算力中心，将AI视为推动产业进步和经济发展的核心动 力。 曾经数年坚持宣称要"造车"的富士康，终于"改口"了。 早在2019年，富士康怀揣着再造代工辉煌的梦想，宣布要造智能电动汽车。彼时，富士康凭借在手 机代工领域积累的深厚功底，试图通过模块化平台，将手机代工的成功模式无缝移植到电动车领域，还 立下了到2025年拿下全球5%电动车市场份额的目标。 然而，现实却给了富士康一记沉重的打击。期间，富士康曾经与美国电动汽车新势力Fisker合作， 这本是富士康进军北美电动车市场的关键一步，却因Fisker资金链断裂而化为泡影，富士康前期投入的 人力、物力和财力付诸东流。之后，接手美国威斯康星工厂后，富士康满心期待能承接电动车组装业 务，却始终未能找到稳定的客户，工厂运营陷入僵局，产能 ...

Core Insights - The Guangzhou International Auto Show has commenced, with Volkswagen announcing its largest product offensive in history, planning to launch 21 new energy models by 2027 and expanding to 31 by 2029, highlighting its commitment to electrification and intelligent transformation in the Chinese market [1] Group 1: Strategic Focus - Volkswagen's CEO in China, Dr. Robert Cisek, emphasizes the rapid changes in consumer preferences in China, particularly in new energy vehicles, smart technology, and user experience, necessitating higher demands for technological development and product upgrades [2] - The company is committed to its "In China, For China" strategy, focusing on safety, quality, and reliability, adhering to over 8,000 engineering standards, and conducting over 300,000 kilometers of real-world testing for advanced driver assistance systems [2] Group 2: Product Development and Innovation - Volkswagen has reduced its product launch cycle by 30% through collaborations with local partners and its technology center in Hefei, aiming to enhance efficiency and lower system costs while developing autonomous driving technologies [3] - The company is developing localized multi-power platforms (CMP and CSP) to meet diverse consumer needs in China, with the CMP platform designed for A-class electric vehicles in collaboration with XPeng Motors [3] Group 3: Strategic Partnerships - Volkswagen has formed deep partnerships with local companies such as Horizon Robotics, XPeng Motors, Huawei, and CATL, achieving a 40% cost optimization while enhancing competitiveness in the rapidly changing Chinese market [4] - The company plans to offer a variety of power options by 2026, including pure electric vehicles with a range exceeding 700 kilometers, plug-in hybrids with over 100 kilometers of electric range, and range-extended electric vehicles with a total range exceeding 1,000 kilometers [4] Group 4: Long-term Vision - Volkswagen aims to differentiate itself through engineering rigor and long-term reliability, positioning itself as a trusted partner for consumers in China, with a focus on sustainable growth through local development and partnerships [5]

Core Insights - A recent recall of a batch of electric vehicle cooling liquids due to insufficient corrosion resistance has raised industry concerns about safety and performance standards [2][6] - The cooling liquid, previously a secondary component in the automotive supply chain, is now critical for managing the thermal performance of electric vehicle systems, including batteries and electric motors [2][3] Industry Overview - In 2024, China's automotive cooling liquid sales are projected to reach 1.8793 million tons, reflecting an 8% year-on-year growth, driven by the increasing penetration of electric vehicles and environmental policies [2] - The cooling liquid industry is experiencing a transformation, with a shift towards more environmentally friendly formulations, including bio-based coolants and low-toxicity options [4][5] Technical Developments - The evolution of cooling liquids has seen significant advancements since the introduction of ethylene glycol-based coolants in 1927, with ongoing research focusing on non-toxic and biodegradable formulations [4] - New additive technologies are enhancing the thermal conductivity and corrosion resistance of cooling liquids, which is essential for high-power density automotive systems [5] Regulatory Changes - The implementation of the national standard for electric vehicle cooling liquids (GB 29743.2-2025) on October 1, 2023, emphasizes the need for compliance with stricter performance criteria, including low electrical conductivity [7][8] Challenges and Recommendations - The recall incident highlights the need for a holistic approach to system integration in electric vehicles, ensuring that advancements in one subsystem do not adversely affect others [9][10] - Industry experts suggest the establishment of an open database to track risks and promote transparency across the supply chain, which could help mitigate similar issues in the future [10]

Core Viewpoint - The recent notification from multiple government departments aims to regulate the export of second-hand cars, particularly addressing the issue of "0-kilometer" second-hand cars, which pose a threat to the healthy development of the industry [1][3]. Group 1: Market Dynamics - The export of second-hand cars in China has seen explosive growth, increasing from 4,300 units in 2020 to 436,000 units projected for 2024, indicating strong international demand [1]. - The rise of "0-kilometer" second-hand cars, defined as those registered for less than 3 months and with mileage under 50 kilometers, has become a significant concern, as they are essentially new or nearly new cars [1][2]. - Some companies are misrepresenting new cars as second-hand to boost sales, creating unfair competition and disrupting the market order [2]. Group 2: Regulatory Measures - The notification introduces a 180-day registration requirement to clearly distinguish between new and second-hand cars, ensuring the authenticity and compliance of second-hand car exports [3]. - Enhanced enterprise supervision will be implemented, including a dynamic management and exit mechanism to monitor dishonest practices, such as exporting prohibited vehicles or falsifying documents [3]. Group 3: Long-term Benefits - The crackdown on "0-kilometer" second-hand car exports is expected to benefit the second-hand car market, new car market, and overseas market by promoting standardization and improving service quality [4]. - Maintaining a reasonable pricing structure for new car exports will allow manufacturers to invest more in research and brand development, ultimately benefiting domestic consumers [4]. - The shift towards high-quality products, including electric vehicles, will support the global transition to sustainable transportation and create a more orderly competitive environment [5].

Core Insights - The article emphasizes the growing importance of the automotive after-market services, particularly in the context of winter maintenance in Northern regions, and highlights valuable lessons from international practices [3] Group 1: After-Market Service Models - The U.S. automotive repair industry has developed a standardized and professionalized service model through chain repair shops, ensuring consistent quality across locations [4] - Chain enterprises in the U.S. benefit from economies of scale, allowing them to reduce costs and negotiate better prices for quality parts, enhancing service affordability for consumers [4] - In Europe, the Stellantis Group's EUROREPAR has established a vast service network with over 6,000 stores, balancing quality and cost through a multi-brand and proprietary parts supply model [5] Group 2: Technological Advancements - European automotive maintenance companies are leveraging smart diagnostic systems to enhance service efficiency by quickly identifying vehicle issues through real-time data analysis [5] - The rise of electric vehicles in Europe has prompted the establishment of specialized battery testing and recycling processes, ensuring environmental responsibility throughout the vehicle lifecycle [5] Group 3: Industry Self-Regulation - Canada has implemented a self-regulatory framework through initiatives like the Motorist Assurance Program (MAPC), which sets clear industry standards and provides dispute resolution for consumers [6][7] - The MAPC program fosters a competitive environment by encouraging repair shops to improve service quality and maintain consumer trust through certification [7] Group 4: Customization and Modification Trends - The article discusses the evolution of automotive modification culture in Europe, highlighting the blend of performance enhancement and cultural expression [8] - German modification shops are noted for their precision engineering, achieving performance improvements of 10%-40% while maintaining fuel efficiency and emissions compliance [8][9] - The Italian modification scene is characterized by an artistic approach, merging aesthetic design with mechanical performance, particularly in supercar modifications [9] Group 5: Lessons for Domestic Markets - Industry experts suggest that domestic automotive after-market services should establish comprehensive service standards, focusing on repair processes, parts quality, and pricing [10] - There is a call for enhanced customer relationship management through data analytics to provide personalized services while maintaining standardization [10] - The article advocates for increased investment in technology related to connected vehicles and remote diagnostics to keep pace with trends in electric and smart vehicles [10][11] - Emphasis is placed on the importance of talent development and regulatory frameworks to ensure service quality and industry sustainability [11]

Core Insights - The European Battery Agreement aims to establish a sustainable and inclusive battery industry chain, ensuring Europe's technological sovereignty and industrial competitiveness in the global market [3][4]. Group 1: Key Objectives - The agreement focuses on four pillars: innovation, production, procurement, and security, to create a unified battery industry strategy [4]. - It emphasizes the importance of lifecycle management for batteries, complementing the EU's new battery law to enhance environmental regulation and resource recovery [5]. Group 2: Strategic Importance - The agreement is seen as a strategic move to reshape the battery industry landscape, addressing environmental and economic goals while enhancing global competitiveness [6]. - It aims to reduce reliance on imports of critical metals like lithium, cobalt, and nickel, thereby mitigating risks associated with price volatility and supply chain autonomy [6][7]. Group 3: Innovation and Sustainability - The agreement encourages R&D investments to drive breakthroughs in battery technology, targeting a 40% increase in energy density and a 30% reduction in production costs by 2030 [5]. - It introduces a digital "battery passport" to ensure traceability of raw materials and compliance with environmental standards throughout the battery lifecycle [5]. Group 4: Market Dynamics - The agreement sets regulatory barriers that may increase the cost of compliance for non-European battery manufacturers, potentially providing a competitive edge to local companies [7]. - It highlights the need for European companies to adapt to regional regulations and innovate to remain competitive in the global electric vehicle market [8].

Core Insights - The article highlights the significant transformation of China's automotive industry from "catching up" to "leading" during the 14th Five-Year Plan, showcasing advancements in technology and market restructuring [2][4][6]. Industry Performance - In 2025, China's automotive production and sales reached 27.69 million and 27.68 million units respectively from January to October, marking year-on-year growth of 13.2% and 12.4% [3]. - The penetration rate of new energy vehicles (NEVs) in China has reached 50%, surpassing the 2025 target set in the New Energy Vehicle Industry Development Plan [4]. Market Dynamics - The competition among automotive companies has shifted from market share to technological sovereignty, with a focus on advanced technologies such as smart manufacturing, AI, and battery technology [2][7]. - Domestic brands have achieved a market share of 72.5% in passenger vehicles, indicating a strong presence in both domestic and international markets [4][5]. Technological Advancements - The article emphasizes the rapid development of electric, intelligent, and connected vehicles, with solid-state battery technology expected to enter mass production during the 15th Five-Year Plan [12]. - New models showcased at the Guangzhou Auto Show demonstrate significant advancements in battery efficiency and autonomous driving capabilities, with expectations for widespread adoption of Level 2 and above autonomous driving features [12][13]. Future Trends - The automotive market is expected to see a continued rise in the prominence of domestic brands, which are leveraging their strengths in electrification and intelligence to capture market share [14]. - The focus on niche markets, such as large family SUVs and personalized vehicles, is anticipated to shape the competitive landscape in the coming year [14].