A e the state of the state of the station of the station of the state of the station of the station of the station of 10 大众、宝马、Stellantis……临近年中，部分跨国车企也迎来高管变动，随之而来的，是进入新的"磨合期"还是推动销量增长的"提速期"，引发 广泛关注。 新任高管高薪吸睛 尽管跨国车企高管的薪酬通常都是半遮半掩的，但是难免引人好奇。 在近期更迭及上任的跨国车企高管中，Stellantis新任首席执行官安东尼奥·菲洛萨（Antonio Filosa）的薪酬成为了热点。按照Stellantis的公开声明，安 东尼奥·菲洛萨的新任命自6月23日起生效，任期5年。根据Stellantis的文件显示，他在2025年有望获得高达1020万美元的薪酬收入。其中，基本年薪 180万美元；每年最高可达基本年薪400%的短期激励；以绩效股票单位形式授予的长期激励，在2025年至2026年的目标授予比例为基本工资的 500%，到2027年将提升至600%，上限为780%；2025年至2027年 ...

蝉鸣渐起，年中已至，属于爱车族的狂欢来袭——南京依维柯618年中大促正式启动，聚星、得意、欧胜三大车型组团搞事情！即日起至6月30日，限量 特价车8.99万起，得意A37爆款车仅9.99万元起，全系限时送动力总成终身延保，更有现金直降、金融贴息、置换豪礼等多重硬核福利，让用户购车"依价到 位"，无论是追求舒适出行的家庭用户，还是注重效率的物流从业者，都能在这次活动中找到心仪之选，拼手速的时候到了，晚一步好车就被别人截胡啦！ 聚星：创业青年的移动工作室 想搞移动咖啡车、露营装备店？选聚星直接赢在起跑线，风刃型面设计和流光车身，LED 自动感应大灯和巨幕全景侧窗，开出去玩保准是出片的拍照 搭子；2-9 座百变座椅布局，多种轴距，多种顶高随心选，空间大且灵活多变；咖啡机、露营桌椅、小型展架统统塞得下，车内空间秒变操作台。 欧胜：改装玩家的全能担当 喜欢玩房车、搞改装的车友们有福了，欧胜的非承载式车身结构，强度高、重量轻，改装潜力大；F1铂金动力链、3.0T发动机配采埃孚8AT，动力输出 叫一个强劲；最大可达16.7m³的空间加装各类专业设备；后双胎+空气悬架版本更是改装黄金配置，载重不压塌，走烂路悬架自动调硬，避免 ...

几乎与此同时，英国具身智能企业Wayve宣布将与Uber合作，在伦敦开发和启动L4级自动驾驶汽车的公共道路试验，在道路布局和交通规则明显不同于 美国的英国城市测试L4级自动驾驶技术。 ea 147 1 2 And Production of the Brands . 198 P sep = th July 201 per 1999 9-11-2 1987 North S and 1 第 1 8 1 01 art 801 Car 2017 N A Fall 2 and and a 2 4 17 1 pla as p Phone of the m and States get Cash 12 产 ry at the first and 1 1 4 - 2 1 00 . r 1 19 108 22 71 1 2 44 % 201 r 221 6 23 8 NNI 20 1 8 r 18 P 99 1 自动驾驶的发展，正在全球范围内掀起新一轮热潮。 6月11日，英国交通部门官员在2025年伦敦科技周上宣布，计划于2026年春季在英格兰的道路上启动自动驾驶商业化示范运行试点。 据介绍，这意味着明年春天，企业在指定区域内 ...

Core Viewpoint - The automotive industry is transitioning from a phase of technological frenzy to a focus on safety and rational development, with companies needing to balance innovation in intelligent driving with safety standards [1][4]. Group 1: Company Innovations and Developments - 加特兰 has showcased its latest advancements in millimeter-wave radar technology and launched the world's first automotive-grade UWB SoC chip compliant with the IEEE 802.15.4ab standard, emphasizing a dual focus on innovation and safety [1][10]. - The company has achieved a cumulative shipment of over 19 million millimeter-wave radar chips, serving more than 30 domestic automotive brands and over 300 vehicle models, with an expected annual shipment of 16 million chips by 2025 [8]. - 加特兰's new Andes Premium 8T8R imaging radar solution and Alps-Pro RoP® 4T4R radar are designed to cover high-level intelligent driving and in-cabin safety scenarios, reflecting the growing demand for advanced safety features [5][8]. Group 2: Safety and Quality Focus - 加特兰 emphasizes that the ultimate value of technology lies in enhancing active safety performance and user experience in assisted driving, responding to increasing safety redundancy needs and regulatory pressures [5][6]. - The company has established a comprehensive quality management system for automotive-grade chips, aiming for "zero defects" and significantly reducing reliability risks, which is crucial for driving safety and user experience [6][7]. - 加特兰 became the first semiconductor company in China to obtain ASIL B certification for complete products, integrating functional safety and cybersecurity into its development processes [7]. Group 3: Market Position and Future Outlook - 加特兰 is expanding into the UWB market, recognizing its potential as a key technology for smart vehicles, with a focus on addressing existing challenges in detection range and power consumption [9][10]. - The company aims to become a global leader in automotive-grade wireless sensing and communication semiconductors, continuously launching high-quality, safe, and innovative products to contribute to the new four modernizations in the automotive industry [10].

卫蓝新能源作为这一技术的产业化载体，已实现1.0代（液态含量10-25%）和2.0代（液态含量5-10%）产品的量产，配套车型续航突破1000公里。3.0代 准固态电池（液态含量<5%）正在江苏溧阳量产线上调试，预计2026年实现装车应用。值得关注的是，其硅碳负极技术已将克容量提升至2300mAh/g，预锂 化工艺通过卷对卷蒸发法实现700mm幅宽连续生产，良率突破92%。 南方科技大学许晓雄教授则以金属锂负极为切入点，展示了全固态电池的极限能量密度潜力。其团队开发的聚合物-硫化物复合电解质膜，在450Wh/kg 能量密度下实现1000次循环容量保持率85%，-30℃低温放电效率达78%。特别在热失控防护方面，通过卤化物复合电解质改性，将热失控最高温度从2000℃ 降至1200℃，距离车规级800℃目标仅一步之遥。 标准体系构建：全固态电池的"中国定义" 在本次大会上，中国汽车工程学会标准管理部部长丁彦辞详细解读了全固态电池判定方法》CSAE标准：在120℃真空环境加热6小时，失重率≤1%成为 核心判定指标。该标准通过28家单位联合验证，覆盖硫化物、氧化物、聚合物三大技术路线，解决了行业长期存在的概念混淆问题 ...

Core Viewpoint - GAC Toyota aims to leverage AI technology and local resources to achieve 80% production and sales of smart electric vehicles by 2030 [1] Group 1: R&D and Development Strategy - GAC Toyota's new development model is led by local engineers under the Regional Chief Engineer (RCE) system, focusing on integrating local suppliers and AI technology [2][5] - The decision-making power for the development of smart electric products has been transferred from Japan to China, allowing RCE to lead all model developments, including new and updated versions of key models like Sienna, Highlander, and Camry [2][5] - GAC Toyota is entering a "self-research 2.0 era," emphasizing the importance of local engineers in defining product specifications and driving innovation [5] Group 2: Product Platforms and Innovations - GAC Toyota is developing two dedicated new energy platforms: a compact car platform for A and B class vehicles and a high-compatibility platform for C and D class vehicles [9] - The first model on the compact platform, the Platinum 3X, has seen high demand, while the first model on the high-compatibility platform, the Platinum 7, is set to launch in Q1 next year [9] Group 3: AI Integration and Manufacturing - AI is being utilized to enhance product capabilities, making vehicles more intelligent and responsive to user needs [10][12] - GAC Toyota is implementing AI in manufacturing processes, achieving a defect rate of 0.008 units per vehicle and improving supply chain quality to a record low of 0.26 PPM [16] - The company has integrated over 40 patents in AI logistics, achieving zero inventory through advanced automation technologies [16]

Core Insights - The solid-state battery industry is exploring multiple technical routes, including oxide, sulfide, polymer, and halide, but each route faces significant challenges [2][3][4][5] - A new trend is emerging where researchers are combining different routes to leverage their strengths and mitigate weaknesses, leading to the development of composite routes [5][6][7] Group 1: Technical Challenges - Each technical route has its own "roadblocks," with oxides facing issues related to contact resistance and lithium stability, while sulfides struggle with stability and reactivity with moisture [3][4] - The cost of sulfide solid electrolytes is high, and their corrosive nature requires expensive production equipment, making commercial viability challenging [4][9] - The polymer route offers good interface contact but has issues with conductivity and stability, while halides also face challenges in electrochemical stability and processing [4] Group 2: Composite Route Development - The integration of different materials is seen as a necessary step for improving electrolyte performance, with researchers advocating for a balanced approach that combines the strengths of various routes [5][6] - Composite routes have shown promising results, such as improved ionic conductivity and high-rate performance at elevated temperatures [6][7] - Companies are increasingly adopting composite technologies, with significant advancements in solid-state battery performance being reported [7][8] Group 3: Market and Economic Considerations - The current market prices for sulfide electrolytes are significantly higher than traditional lithium iron phosphate, making it difficult for solid-state batteries to compete economically [9][10] - Companies are targeting substantial cost reductions for solid-state battery cells by 2025 and beyond, focusing on raw material cost reduction, process improvements, and economies of scale [9][10] - The solid-liquid hybrid semi-solid state battery is expected to remain a viable option for a long time due to the challenges in achieving cost-effective solid-state batteries [8][10]

Core Viewpoint - Toyota and Daimler Trucks have reached a business merger agreement, aiming to complete the integration of their respective truck manufacturing subsidiaries by April 2026, which is seen as a strategic response to industry challenges such as electrification and stricter emissions regulations [2][3][6]. Group 1: Merger Details - The new holding company will be jointly owned by Toyota and Daimler Trucks, each holding 25% of the shares, consistent with a previous agreement [3]. - As part of the merger, Hino Motors will issue new shares and transfer its Hamura plant to Toyota for 150 billion yen (approximately 1 billion USD) [3]. - The merger is expected to create a new company with an annual sales volume exceeding 230,000 units, positioning it as a leader in the Asian truck market [5]. Group 2: Strategic Rationale - The merger is driven by external pressures including electrification, environmental regulations, and rising costs, making it difficult for single companies to bear the financial burden alone [6]. - Internally, the complementary strengths of Hino Motors in the Asian market and Mitsubishi Fuso's technological advantages in heavy trucks and electrification will enhance operational efficiency [6]. Group 3: Market Impact - The merger will shift the companies from regional competitors to global players, with over 60% market share in Japan and 35% in Southeast Asia [7]. - The combined entity plans to invest 20 billion USD in electric truck technology over the next five years, aiming for significant advancements in battery technology and autonomous driving [7]. Group 4: Future Plans - The new company plans to go public on the Tokyo Stock Exchange by April 2026, potentially raising 50-80 billion yen for smart factory upgrades and charging infrastructure [8]. - The merger signifies a broader trend in the commercial vehicle industry towards strategic alliances, reflecting the need for resource integration and collaboration in the face of market challenges [8][9].

Group 1 - The competitive landscape among new car manufacturers is evolving, with traditional leaders like "Wei Xiaoli" facing challenges, while competitors like Leap Motor are performing well in terminal sales [2] - There is a call within the industry for new car manufacturers to consider mergers and acquisitions due to financial pressures and operational challenges [2][3] - The survival of car manufacturers is increasingly dependent on their ability to achieve scale, with a critical sales threshold of 2 million units per year identified as necessary for self-sustainability [3][4] Group 2 - New car manufacturers are experiencing significant financial losses, with NIO reporting cumulative losses of 109.29 billion yuan from 2018 to 2024 [4] - Despite the financial challenges, some companies like XPeng and NIO are optimistic about achieving profitability in the fourth quarter, indicating a potential shift in their financial outlook [5] - The automotive industry is witnessing a trend where many brands may face shutdowns or restructuring, with predictions that up to 80% of fuel vehicle brands could be affected in the next 3 to 5 years [7] Group 3 - The concept of mergers and acquisitions is seen as a less detrimental option compared to business failures, with industry leaders advocating for a structured approach to facilitate these processes [8] - The value of new car manufacturers for traditional automakers in terms of mergers and acquisitions is questioned, as their innovations may not be sufficient to attract interest [8] - New car manufacturers are exploring partnerships and collaborations as an alternative to mergers, leveraging the scale and cost advantages of established players like Huawei [11][12]

福特与日产共享电池工厂，通用出售电池资产，本田、宝马下调纯电动汽车销量预期，这场曾席卷 全球的电动汽车热潮，似乎正显露出降温迹象。 回望国内汽车市场，同样暗流涌动。吉利控股集团董事长李书福表态不放弃传统内燃机，彰显吉利"两 条腿走路"的决心；奇瑞、长安等车企也纷纷加码燃油车与混动车领域。车企们敏锐地感知到电动化增 长的放缓，迅速调整航向。 数据更是直观地揭示现状，吉利近6成、长城超7成的销量仍来自燃油车。今年一季度，燃油车市占率达 到57％，混动车型全球占比超过纯电动。在第五届车用动力系统国际论坛上，众多专家的观点汇聚成共 识——多路线发展。观当下、看未来，纯电、混动、燃油车，究竟谁主沉浮？ 2025或是新能源汽车转折年 汽车渠道专家安阳指出，如今新能源汽车市场看似热度高涨、发展迅猛，但实际上近两年来，新能源领 域的增长主力已悄然转向插电式混合动力和增程式电动车型，纯电动车型的增量势头反而有所放缓。 中国汽车工业协会数据显示，2024年中国新能源汽车产销分别完成1288.8万辆和1286.6万辆，同比分别 增长34.4％和35.5％，其中插混汽车销量占新能源汽车比例为40％，较2023年提高10.4个百分点， ...