◆国内新闻 重庆市智能网联新能源汽车芯片产业联盟正式成立 9月2日，据重庆市人民政府网站消息，9月1日，重庆市智能网联新能源汽车芯片产业联盟在渝成立。联盟由66家整车企 业、汽车芯片企业、科研院所等共同组成，将建立产业链上下游信息沟通渠道，打通国产汽车芯片上车应用的技术通道和产业 通道，创建"立足重庆，服务全国"的汽车芯片产业创新生态圈。联盟选举赛力斯集团股份有限公司作为联盟理事长单位，重庆 长安汽车股份有限公司、华为技术有限公司等6家企业为副理事长单位，重庆赛宝工业技术研究院有限公司为秘书长单位。 上海：支持人工智能高性能训练、推理芯片及端侧芯片的研发应用 9月2日，上海市经济和信息化委员会发布《关于贯彻落实国家"人工智能+"行动 组织开展2025年度上海市"人工智能+"行动 项目申报工作的通知》。其中提出，加强智能算力供给服务能力。支持人工智能高性能训练、推理芯片及端侧芯片的研发应 用，支持建设人工智能基础软硬件系统，支持适配异构芯片训练、推理协同优化和加速技术，加快超大规模智算集群技术突破 和组网应用。 ◆国际新闻 韩国上半年电动汽车销量同比大增42% 9月2日，据日媒报道，随着韩国汽车制造商现代汽车集 ...

此次与投洽会携手，既是一汽奥迪以实际行动助力国际经贸交流的重要体现，更是主办方对一汽奥迪深厚品牌积淀与卓越产品实力的双重认可。这份信 任的背后，是一汽奥迪数十年如一日的坚守与深耕。作为中国豪华汽车市场的领军者，一汽奥迪坚持"以客户为中心"，遵循长期主义价值理念，以极致标准 打磨产品品质。奥迪车型在上市前需历经严苛的试炼：从研发到生产，从测试到交付，每一款车型都要完成"两冬两夏"极端环境验证，累计测试里程超过 700万公里。正是这份对品质的"不计成本"与"极致较真"，让一汽奥迪得以将经得起时间考验的产品交付给用户，也正是这份对品质的坚守，让奥迪A8L能 在国际盛会的服务中展现硬核实力，成为连接全球经贸交流的可靠"移动纽带"。 而奥迪A8L作为D级豪华车市场的典范之作，其卓越品质与尊贵风范，精准契合盛会的高端需求与国际定位。奥迪A8L搭载超细纤维Dinamica顶棚，搭 配宽奢后排空间与静谧座舱，为全球嘉宾营造出尊崇舒适的专属空间，完美诠释了中式礼遇之道；纤长优美的车身比例、充满力量感的宽体造型，辅以标志 性的感性美学语言，让奥迪A8L既显大气沉稳，又传递出动感自信的锐意姿态，与投洽会的"大气开放"形成深度呼应， ...

| 汽车大集团 | 销量(万辆) | 同比 | | --- | --- | --- | | 比亚迪 | 37.36 | 基本持平 | | 上汽集团 | 36. 30 | 41.00% | | 中国一汽 | 27.78 | 3. 70% | | 吉利汽车 | 25.02 | 38.00% | | 奇瑞集团 | 24. 27 | 14.60% | | 长安汽车 | 23. 30 | | | 北汽集团 | 13. 50 | 3. 30% | | 长城汽车 | 11.56 | 22. 33% | | 东风汽车 | | | | 奕派科技 | 2. 91 | 62. 39% | | 岚图汽车 | 1. 35 | 119% | | 广汽集团 | | | | 广汽埃安 | 2. 70 | | 比亚迪： 海外销量同比大增146.4% 8月，比亚迪汽车销量为37.36万辆，与去年同期的37.31万辆基本持平。 本月，比亚迪乘用车销售37.15万辆。其中，王朝|海洋销售34.28万辆；方程豹销售1.63万辆；腾势销售1.20万辆；仰望销售405辆。 随着8月海鸥进入萨尔瓦多市场、全面升级芬兰销售与服务网络布局等举措落地，比亚迪海外 ...

日前，全新坦克500在都江堰正式上市。作为一项两千多年前的水利工程，都江堰科学地解决了江水自动分流、自动排沙、控制进水流量等问 题，而坦克500Hi4-Z的能量流设计，与都江堰有着异曲同工之妙。 发布会后，坦克品牌执行副总经理谷玉坤、长城汽车技术中心混合动力系统副总工程师陈淑江、坦克500产品总监尚岩巍与媒体深度对话，围绕技术突 破、市场布局、用户需求等核心问题展开探讨。 从"硬派"到"全能"：冰箱彩电大沙发的差异化逻辑 面对新势力"冰箱彩电大沙发"的竞争，坦克选择主动适配用户需求。谷玉坤坦言："40%的Hi4-Z用户希望拥有辅助驾驶功能，我们通过加装激光雷达、 冷暖冰箱与后排娱乐屏，拓展了'越野+城市'的全场景体验。"他以沙漠观影、河边追剧为例，强调这些配置在非城市场景中的独特价值："越野车上的冰 箱，比超市冰棍更有意义。" Hi4-Z与Hi4-T：技术差异化与用户选择 谷玉坤向媒体透露："预售期总订单突破36000辆，Hi4-Z版本占比达75%。"他认为，这一数据印证了坦克500对城市用户的吸引力："越野车与城市SUV 的设计标准截然不同，坦克500以高基准打造，既保留硬派越野的机械素养，又通过智能化升级 ...

Core Viewpoint - The future of the Chinese electric vehicle market is represented by companies like BYD, Tesla, and Deep Blue, with ambitions to become a leading state-owned enterprise in the sector [2][5][8]. Group 1: Global Expansion Strategy - Changan Automobile has divided its overseas market into five major regions and emphasizes the importance of global presence for success [3][4]. - Deep Blue's CEO, Deng Chenghao, spent two months in Europe to understand local markets and consumer perceptions, confirming the global competitiveness of Chinese smart electric vehicles [2][3]. - Deep Blue aims to enter 90 countries and regions this year, with a sales target of 56,000 units, and plans to challenge 380,000 units by 2030 [4][6]. Group 2: Market Position and Performance - The domestic electric vehicle market is highly competitive, with only a few companies like BYD and Tesla achieving profitability, while Deep Blue is currently operating at a loss [5][7]. - Deep Blue has seen a 71% year-on-year increase in sales in the first half of this year, with global deliveries surpassing 500,000 units [6][7]. - The company aims to achieve profitability this year, having significantly reduced losses and maintaining a good gross margin [7]. Group 3: Product Development and Innovation - Deep Blue is focused on high-quality product development, with plans to launch a series of significant models this year, targeting 500,000 units in sales [8][9]. - The company is investing heavily in R&D, with annual expenditures in the hundreds of millions, and aims to maintain technological leadership in the electric vehicle sector [7][10]. - Deep Blue's first-generation products are designed to support a market scale of 600,000 to 700,000 units, with a critical focus on the second-generation platform expected to launch between 2026 and 2028 [9][11]. Group 4: Organizational Structure and Vision - Deep Blue is characterized as a unique state-owned entrepreneurial company, combining state enterprise roots with market-oriented mechanisms [8]. - The restructuring of Changan Automobile into an independent state-owned enterprise aims to enhance its electric vehicle business, with Deep Blue positioned as a core brand [6][8]. - Deng Chenghao envisions Deep Blue as a model for state-owned enterprises in the electric vehicle sector, aspiring to achieve a sales milestone of over one million units [8][9].

从需求端来看，商用车电动化直接推动补能设施向"高功率、高密度、场景化"升级。这恐怕就是以华为 为代表的超充企业今年积极开展布局的驱动力。华为数字能源技术有限公司、智能充电网络全球业务副 总裁彭鹏指出，兆瓦超充技术是电动重卡从封闭场景走向开放场景的核心解决方案，关键在于解决补能 效率困境。华为还联合北汽福田、东风商用车、江淮等多家主流商用车企业组建了"超充联盟2.0"。这 些车企预计今年将推出约55款兆瓦超充重卡，目前已交付20多款。 当然，在前景可期的同时，兆瓦超充技术在电动重卡领域落地也面临成本与技术的双重考验。首先，基 础设施投资巨大，盈利模式待验证；其次，超充电池需在安全性、能量密度、寿命之间取得平衡；另 外，兆瓦超充可能引发电压偏移和线损增加，甚至触发电网保护装置跳闸，给电网兼容性与稳定性带来 风险。还有标准方面，车企和桩企需开发多协议兼容设备，将增加研发成本。 为此，企业与整个超充行业需要创新发展、寻求突破。例如，在四川元启星光重卡兆瓦超充站，华为通 过融合智能光伏和构网型储能，构建"源网荷储微电网"，微电网与大电网可并可离，可降低大功率充电 对电网的冲击，还能解决电网稳定性问题。此外，微电网还能够 ...

想要在资源运输中高效前行，动力是关键。乘龙H5V创富版LNG牵引车搭载14.8L大排量燃气发动机，520马力澎湃动力，即便面对崎岖山路与极端运输 环境，也能稳定输出动力，确保运输任务圆满完成。同时，其龙犀节能技术与智能热管理系统深度协同，配合整车风阻、滚阻优化，实现百公里气耗比同类 产品省2公斤，按年运营20万公里，每公斤气费4.5元算，一年能为卡友节省18000元燃料成本。 面对严治超载，乘龙H5V创富版LNG牵引车应用六大轻量化技术，通过154项科学降重措施，在保证质量的前提下实现整车减重，底盘自重仅7.98吨， 比同类产品轻500公斤，若采用头挂一体轻量化设计，整车较行业水平轻1吨以上。按年跑20万公里、每吨公里运费0.3元计算，每年可为卡友多创利3万元。 面对钢铁、砂石、煤炭等资源运输领域高燃料成本压力，以及超载治理政策的严格监管，选择一款能够降本增效的赚钱利器对卡友来说至关重要。作为 诚信央企东风集团商用车核心业务板块，东风柳汽精准把握卡友需求，重磅推出乘龙H5V创富版LNG牵引车，以强劲动力、超低气耗、极致轻量化和可靠安 全保障，为卡友开辟创富新赛道。 乘龙H5V创富版LNG牵引车，从强动力到低气 ...

Core Insights - The European vocational education system transcends the traditional view of merely training skilled workers, contributing significantly to the automotive industry by producing both skilled craftsmen and high-level executives [3][4][9] - Germany's dual education system is characterized by a close integration of theoretical learning and practical training, with students spending 3-4 days in companies and 1-2 days in vocational schools [4][5] - Switzerland's unique "triple system" emphasizes lifelong learning and offers a comprehensive training network, with about 75% of youth opting for vocational training [6][9] Group 1: Vocational Education System - The German dual system is likened to a well-oiled machine, effectively linking schools and companies to continuously supply skilled professionals to the automotive sector [4][5] - Companies in Germany invest heavily in vocational training, covering 70% of training costs, and providing students with monthly stipends of approximately €1,000 [5][8] - The Swiss vocational education system includes rigorous assessments leading to federal vocational qualifications, which serve as a gateway to quality job opportunities [6][9] Group 2: Industry Demand and Alignment - European vocational education adheres to the principle that "profession equals expertise," with German vocational schools offering specialized modules that cover all aspects of automotive repair [7][10] - Automotive technicians in Germany can earn monthly salaries ranging from €4,000 to €6,000, challenging traditional perceptions of blue-collar income [7][10] - Major automotive companies allocate 1.5% of their revenue to vocational education, fostering a symbiotic relationship between talent development and industry needs [8][10] Group 3: Implications for Future Development - The current automotive industry is at a pivotal moment, necessitating a restructured relationship between educational institutions and companies to cultivate skilled craftsmen [9][11] - Establishing a "skills pyramid" certification system and a national grading system for automotive craftsmen is essential for enhancing their income and career progression [10][11] - The success of the European vocational education model is attributed to a highly coordinated ecosystem of education, industry, and society, which is crucial for the sustainable development of the automotive sector [11]

Core Insights - The rapid development of unmanned delivery vehicles is transforming logistics efficiency in China, with significant advancements in technology and increased application across various cities [2][3][4] Group 1: Industry Trends - The unmanned delivery sector has seen a notable increase in activity, with major companies completing substantial financing rounds in 2023, indicating strong investor interest [3] - Unmanned delivery vehicles are being deployed in various applications, including express delivery, community logistics, and supermarket deliveries, showcasing their versatility [4][8] - By 2024, over 6,000 unmanned delivery vehicles are expected to be operational in China's express logistics sector, reflecting a shift from pilot projects to large-scale deployment [4] Group 2: Technological Advancements - The latest unmanned delivery vehicles, such as JD Logistics' "Lone Wolf 6.0," demonstrate significant improvements in speed, load capacity, and operational efficiency, supporting 24/7 operations [5] - The cost of unmanned delivery vehicles has decreased significantly, with some models now priced below 100,000 yuan, facilitating broader adoption [9][10] Group 3: Policy Support - Government initiatives, such as the "Smart Supply Chain Development Action Plan," are crucial in promoting the adoption of unmanned delivery technologies, providing a favorable regulatory environment [4][8] - Local governments are increasingly issuing permits for unmanned delivery vehicles, enabling their integration into urban logistics systems [8][10] Group 4: Market Potential - The unmanned logistics vehicle market in China is projected to exceed 10 billion yuan by 2030, with a potential sales volume of over 800,000 units, indicating a significant market transformation [13][14] - The industry is expected to evolve with more sophisticated technology, diversified applications, and a more defined role for unmanned delivery vehicles in the logistics ecosystem [14][15] Group 5: Challenges and Future Outlook - Despite the growth, the unmanned delivery sector faces challenges related to technology optimization, regulatory standardization, and customer trust, which need to be addressed for further expansion [11][12] - The future of unmanned delivery is anticipated to involve collaboration with drones, creating a more integrated and efficient delivery network [16]

Core Insights - The hydrogen engine technology is gaining significant attention due to its low cost, high power output, and compatibility with traditional engine supply chains, aligning with China's "dual carbon" strategy [3][4][5] - The automotive industry is accelerating its decarbonization efforts, with hydrogen internal combustion engines (HICE) seen as a viable solution for achieving carbon reduction goals in the short to medium term [4][6] - Major companies like MAN, Cummins, Yuchai, and Weichai are investing in hydrogen engine development, moving towards demonstration applications and large-scale deployment [6][7] Industry Trends - Hydrogen engines are positioned to expand hydrogen usage scenarios and promote the development of hydrogen infrastructure, supporting the national hydrogen strategy [4][5] - The existing internal combustion engine platforms can be adapted for hydrogen engines, allowing for cost-effective production without relying on expensive precious metal catalysts [6][7] - The strategic value of hydrogen engines lies in their ability to activate and empower the traditional internal combustion engine ecosystem, leveraging China's robust manufacturing capabilities and supply chains [7] Challenges and Future Outlook - While the hydrogen engine industry is experiencing growth, achieving high-quality development requires addressing constraints related to policies, standards, and technology [8] - There is a need for further enhancement of core technologies and components to avoid potential bottlenecks in the hydrogen engine sector [8]