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这些车企正重新规划电动化,究竟是出于怎样的考虑?
Group 1 - Subaru is reassessing its electrification strategy due to declining sales and tariff impacts, emphasizing the need to adapt production plans based on market changes [3][5] - The company plans to integrate hybrid models while potentially reducing the production of pure electric vehicles (BEVs) in response to market uncertainties [5][6] - Honda has also announced a shift in its electrification strategy, cutting its investment in pure electric vehicles from 10 trillion yen to 7 trillion yen, a 30% reduction, and focusing more on hybrid vehicle development [6][7] Group 2 - The automotive industry is witnessing a diversification in strategies, with companies like Toyota and Ford also adjusting their electric vehicle production targets and prioritizing hybrid technologies [7][8] - Many global automakers are moving from a single technology approach to a more adaptable strategy that includes hybrids, pure electric, and hydrogen fuel technologies, responding to regional market demands [8][9] - The essence of automotive companies' strategic choices lies in balancing brand identity with market trends, highlighting the importance of flexibility in a rapidly changing market environment [10]
这个知名超跑品牌要回归“出生地”,究竟发生了什么?
Core Viewpoint - Maserati's production shift back to Modena is a strategic decision aimed at reinforcing the brand's heritage and enhancing its luxury positioning in the market [4][6][9]. Group 1: Production Shift - Stellantis announced that Maserati's production will move from the Mirafiori plant in Turin to Modena by the end of this year, marking a return to the brand's birthplace [4]. - The CEO of Maserati emphasized that relocating the production of GranTurismo and GranCabrio models to Modena is a proud strategic decision that combines industrial heritage with future development capabilities [4][6]. Group 2: Brand Reinforcement - The move to Modena is seen as a way to reshape Maserati's brand identity amidst challenges in the global automotive industry [5][6]. - Modena is recognized as a hub for luxury automotive manufacturing, housing several prestigious brands and possessing a strong industrial ecosystem [8]. Group 3: Market Impact - The relocation is expected to enhance Maserati's brand perception, as 78% of luxury car consumers believe that "country of origin" significantly influences their purchasing decisions [10]. - The presence of numerous automotive suppliers in Modena is likely to promote upgrades in the supply chain, benefiting Maserati's production capabilities [10]. Group 4: Future Prospects - Maserati's return to Modena aligns with Stellantis's electrification strategy, with plans for a pure electric GranTurismo production line [11]. - The strategy of balancing high-end model relocation with the retention of mass-market models at the Turin plant aims to address various operational challenges [11].
流量控与敬畏心碰撞下的小米危机
5月,小米汽车因SU7 Ultra的"功率限制"和"碳纤维前舱盖功能争议"成为舆论关注的焦点。此前,在3月的安徽高速事故中,一辆SU7因碰撞起火致3 人不幸遇难,这一事件揭示了智能驾驶系统的可靠性问题;紧接着的4月,SU7 Ultra在公共道路上超速行驶至303km/h,引发了公众对性能车安全性的广 泛质疑。这一连串的事件将小米汽车推向了舆论的风口浪尖,同时也映射出智能汽车企业在追求流量和实现技术落地之间所面临的深刻矛盾。 小米汽车并非是行业的特例。2024年,一家新兴汽车品牌因在冰雪路面上关闭AEB功能而遭到用户投诉,最终承认了"测试环境与实际使用场景之间 存在差异";到了2025年4月,华为联合10余家车企发布了《智能辅助驾驶安全倡议》,直接批评了行业普遍存在的"夸大宣传"和"功能缩水"问题。从"全 球首款"和"颠覆性技术"的宣传标签,到"期货式宣传",车企在争夺流量的战斗中逐渐偏离了技术核心,小米汽车的危机正是这一趋势的集中爆发。 当"颠覆性创新"沦为营销话术 小米汽车在SU7 Ultra的宣传中,曾以"地表最快四门量产车"、"3秒级破百"等引人注目的参数吸引公众目光,然而在实际交付后,由于"功率解锁机 ...
2025年CAPAS开幕,聚焦西南汽车市场新生态
Core Insights - The Chengdu International Automotive Parts and Aftermarket Services Exhibition (CAPAS) will be held from May 22 to 24, 2025, showcasing a record scale of 52,000 square meters with 773 participating companies from both domestic and international markets [1][2] - The exhibition focuses on new energy and intelligent connected vehicles, covering the entire value chain from vehicle manufacturing to aftermarket services, and aims to support the high-quality development of the automotive industry in Southwest China [1][2] Industry Development - CAPAS has been instrumental in promoting collaboration within the Southwest automotive industry, leveraging the region's geographical and cultural advantages to meet diverse market demands [2] - The exhibition will feature 15 exhibition groups from various cities in Sichuan, alongside local well-known companies showcasing key components for new energy and commercial vehicles [2][3] Technological Innovation - The event will highlight advancements in new energy vehicle manufacturing technologies and supporting products, with participation from major companies such as BYD, Changan Automobile, and FAW-Volkswagen [3] - A dedicated area for talent development in the new energy sector will combine conferences and practical training to address the industry's talent needs [6] Networking and Collaboration - CAPAS will host 23 concurrent activities, including forums and technical training, to facilitate dialogue and knowledge exchange among industry experts [4] - The exhibition will also feature a business inspection tour for international buyers, allowing them to explore the technological advancements in Southwest China's new energy and intelligent connected vehicle sectors [7]
电池级碳酸锂价格进入新区间,对行业影响几何?
曾经一度在行业掀起风浪的电池级碳酸锂价格,近期表现稳定,反而令行业嗅到了新的商 机。 在这一走势背后是多重因素交织。一位行业人士告诉记者,从全球范围看,南美盐湖、非洲锂矿的 产能正集中释放,2025年全球碳酸锂供给预计达155万吨,同比增长18%。而2024年全球碳酸锂需求总 量约119万吨,同比增长近30%。其中,新能源汽车的需求仍然牢牢占据主要地位,需求占比约在60% 至70%左右。 来自中国海关的数据显示,2024年1-12月,我国进口锂精矿约525万吨,同比增长约31%。与此同 时,除了国外供应量的增加,国内盐湖提锂扩产叠加锂云母企业阶段性复产。而且,目前一些锂企正在 加速向低成本工艺转型,逐步替代高成本锂矿原料,行业成本结构从"锂矿主导"转向"盐湖+锂矿"双轨 驱动,进一步拉低市场对合理价格的预期。 正是因为上述因素,锂产量持续维持较高位置,社会库存量出现增长,对碳酸锂市场价格稳定下行 起到了关键作用。 将对行业影响几何 "而从整个产业链看,新能源汽车市场增长经历高速增长期之后,已经进入较为稳定的增长阶段, 对碳酸锂的需求也在趋缓。"行业人士表示,这使得碳酸锂市场供需平衡,而且由此将给产业链下游的 ...
首款SUV发布!告别“新手保护期”,小米能再次证明自己吗
值得注意的是,不同于 SU7 的半隐藏式门把手,YU7 采用了全隐藏设计,此前的高速事故,曾引发关于隐藏门把手在碰撞后无法打开的担忧。发布会 上,小米揭晓了 YU7 的电动内翻门把手,虽然采用隐藏式设计,但并非常见的伸缩造型,该门把手支持靠近自动内翻,还有氛围灯照明,关门也可以自 动闭合。 专题:小米YU7首度亮相 5月22日晚,在小米15周年战略新品发布会上,小米汽车第二款车,也是首款 SUV——YU7正式揭开面纱。 这款车定位豪华高性能SUV,全系标配超长续航、小米天际屏全景显示、700TOPS 辅助驾驶算力、激光雷达、连续阻尼可变减振器。在发布会上,小米 集团董事长雷军专门将小米 YU7与全球电动汽车销冠特斯拉Model Y进行了一一对比。 据雷军介绍,YU7长宽高分别为4999/1996/1600MM,轴距为3000MM。分为基础版YU7(单电机后驱)、Pro版(双电机四驱)、Max版(高性能四驱) 三个版本。雷军在发布会上骄傲地强调,"YU7是所有中大型SUV续航第一",四驱版续航770km,"也是四驱SUV的续航冠军",高性能四驱版续航 760km。另外,YU7全系搭载800V碳化硅高压平台,支持 ...
固态电池致命难题迎来突破!
据新华社和央视新闻5月21日报道,近日,中国科学院金属研究所沈阳材料科学国家研究中心研究员王春阳联合国际团队,利用原位透射电镜 技术在纳米尺度首次揭开了固态电池突发短路成因,并提出相应对策,研究成果5月20日发表在《美国化学会会刊》(Journal of the American Chemical Society,简称 JACS)上。 JACS网站截图 在王春阳及国际团队的研究中,科研人员用原位透射电镜观察发现,这些内部缺陷诱导的锂金属析出和互连形成的电子通路直接导致了固态电池的短 路,这一过程分为两个阶段:软短路和硬短路。 "锂离子在电场驱动下迁移时,这些缺陷处的电场畸变会导致局部电流密度激增,迫使锂金属以纳米级'树根'形态沿缺陷生长,形成瞬间导电通路, 即'软短路'。随着软短路的高频发生和短路电流增加,固态电解质会逐步形成记忆性导电通道,最终引发不可逆的'硬短路'。"某头部电池企业相关负责人 王强(化名)在研究了王春阳团队的论文后,对记者解释了这一短路机理。 基于这些发现,研究团队利用具有机械柔性且电子绝缘的三维聚合物网络,发展了"刚柔并济"的无机-有机复合固态电解质,有效抑制了固态电解质 内部的锂金属析 ...
重塑绿色物流新生态 超充重卡铃界亮相“西洽会”
Core Viewpoint - The seventh China Western International Investment and Trade Fair showcased the latest breakthroughs in Chongqing's commercial vehicle industry, with Qingling Group unveiling its new ultra-fast charging heavy truck, Lingjie, in collaboration with Huawei Digital Energy, marking a significant step towards the electrification and intelligence of heavy-duty trucks [1][3]. Group 1: Technological Revolution - Qingling Group has partnered with Huawei to launch the Lingjie ultra-fast charging heavy truck, addressing the critical issue of charging anxiety in electric heavy trucks and representing a revolutionary technological advancement in the industry [3][6]. - The application of Huawei's megawatt ultra-fast charging technology allows for a 15-minute charging time, significantly enhancing operational efficiency and reducing costs [5][8]. Group 2: Electric Heavy Truck Popularization - With 9 million heavy trucks in China contributing to 54% of carbon emissions, the need for a green revolution in the industry is urgent, and Qingling aims to lead this transformation through its collaboration with Huawei [6][10]. - The Lingjie heavy truck features multiple technological advantages, including a lightweight design, low wind resistance, and high efficiency, with a system efficiency of 96% and energy consumption of only 1.2 kWh per kilometer when fully loaded [8][10]. Group 3: Strategic Collaborations - A strategic cooperation signing ceremony was held involving Qingling Group and several other companies to promote the construction of megawatt ultra-fast charging stations and demonstration lines, aiming to facilitate the widespread adoption of electric heavy trucks [10]. - The collaboration is expected to not only enhance transportation efficiency but also contribute to the social value under the dual carbon strategy, showcasing the potential for new productive forces in China's modernization efforts [10].
共赴合作新篇章 第四届中国—中东欧国家博览会在宁波举办
5月22日至25日,第四届中国—中东欧国家博览会暨国际消费品博览会在浙江省宁波市举行。 例如,宁波企业积极拓展中东欧等新兴市场,主动引入中东欧国家特色优质商品。以汽车零配件为代表的机电产品是宁波自中东欧国家进口的重 要商品,中东欧国家在整车制造及零配件加工上的优势与我国汽车工业的发展需求形成良性互补。 斯洛伐克驻华大使彼得·利扎克接受媒体采访时表示,斯洛伐克是全球人均汽车产量最高的国家之一,正积极发展新能源汽车产业,与中国企业 开展深度合作。中国是斯洛伐克在亚洲最大的贸易伙伴,两国在智能制造、绿色能源等新兴领域合作潜力巨大,特别是在锂电池和自动驾驶技术方 面。 在全球化发展中,中国与中东欧国家的携手合作,促进了双方经济的快速增长,搭建起友谊的桥梁。2012年以来,中国与中东欧国家贸易年均增 长8.8%,中国自中东欧国家进口年均增长7.4%,均高于同期中国对外贸易增速。2024年,双边贸易额达1423亿美元,创历史新高,同比增长6.3%。 据不完全统计,中国对中东欧国家投资规模迄今已超过240亿美元。中国企业在中东欧地区投资意愿强烈、领域广泛,为中东欧国家经济和社会 发展做出了积极贡献。 在这蓬勃发展的贸易版图 ...
零排放货运行动年会探讨货运零排放转型
近日,以"技术-市场共同驱动货运零排放转型"为主题的零排放货运行动年会在北京召开。来自政府智库、行业协会、企 业、高校和国际机构等超过150家机构的近200位代表,共同探讨货运零排放转型发展。 01 货运零排放转型迫在眉睫 生态环境部大气司移动源处副处长、生态环境部大气司二级调研员连爱萍提出,生态环境部大力推动重型柴油货车淘汰更新和新 能源汽车推广,积极推进零排放货运车队建设,强化在用车排放监管。下一步,生态环境部将通过创新管理模式、政策激励和推广先 进等模式,持续加快货运车向零排放转型,政企研多方协同推进, 助力美丽中国建设和"双碳"目标实现。 交通运输部运输服务司道路货运管理处三级调研员吴伟表示,道路货运碳排放占交通运输碳排放的主体,是实现"双碳"目标的关 键环节。我国积极推进运输结构优化、新能源重卡推广及基础设施建设,推动货运绿色低碳转型。尽管仍面临成本高、基础设施不足 等挑战,交通运输部正加强政策联动和技术创新,构建多方协同的零排放发展生态。道路货运零排放转型是一项庞大而复杂的系统工 程,在政府引领的同时,更需激发企业创新活力,构建多方协同的生态体系,政府、企业、科研机构、行业协会等多方主体携手共 进 ...