Core Viewpoint - The article emphasizes the importance of expanding effective investment in emerging industries, particularly in the smart connected electric vehicle sector, as a significant driver for economic growth and technological innovation in China [3][4][9]. Group 1: Policy and Investment Direction - The National Development and Reform Commission's policy aims to optimize investment structure and expand investment space, particularly in emerging industries like smart connected electric vehicles [3]. - The policy framework outlines new industries such as renewable energy, new materials, and electric vehicles, which are seen as key areas for future investment [4]. - The focus on effective investment is expected to inject capital into technological innovation and facilitate the transition of the automotive industry towards smart, electric, and green solutions [4][5]. Group 2: Technological Advancements - Investment in emerging industries is expected to accelerate breakthroughs in key technologies for electric vehicles, such as solid-state batteries and high-power motors [4][7]. - The integration of new infrastructure for smart connected vehicles is creating a low-latency, high-reliability data transmission network essential for autonomous driving [5]. - Investments are also directed towards overcoming bottlenecks in critical areas like power systems, chip computing, and software algorithms, which are crucial for the automotive industry's technological competitiveness [7]. Group 3: Industry Transformation and Opportunities - The automotive industry is witnessing a shift towards cross-industry innovation, with companies exploring new avenues such as low-altitude travel and water-land-air mobility solutions [6]. - Hydrogen energy and electrification are emerging as dual engines driving the development of the automotive sector, with companies rapidly deploying comprehensive product matrices [6]. - The investment wave in emerging industries is enhancing regional industrial clusters, which are vital for establishing world-class automotive industry hubs [6]. Group 4: Globalization and Market Expansion - The investment in emerging industries is facilitating the globalization of China's automotive sector, transitioning from an "import" to an "export" model [8]. - Chinese automotive brands are increasingly gaining recognition in international markets, with a focus on expanding into Belt and Road Initiative regions where demand for electric vehicles is growing [8]. - The dual drive of capital and technology is reshaping the global automotive landscape, allowing Chinese companies to enhance their brand influence and competitiveness [8][9]. Group 5: Future Outlook - The convergence of effective investment and forward-looking strategies is expected to create a virtuous cycle in the automotive industry, enhancing research and development, practical applications, and global expansion [9]. - Key investment areas such as low-altitude travel, solid-state batteries, and smart connected core modules are identified as potential trillion-dollar growth sectors [9]. - The synergy between policy incentives and market dynamics is anticipated to optimize investment efficiency and focus resources on high-value segments within the smart connected electric vehicle industry [9].

欧洲汽车制造商协会（European Automobile Manufacturers' Association）表示，欧盟委员会的汽车 一揽子计划为修订轿车和厢式货车的二氧化碳法规迈出了重要的第一步。该协会称，该计划是迈出的第 一步，旨在创建一条更务实、更灵活的路径，以使脱碳与竞争力和韧性目标保持一致。然而，该计划需 要更果断的措施，以促进未来几年的转型。 该行业组织（简称ACEA）的总干事Sigrid de Vries表示："周二的提案正确地认识到，要使绿色转 型取得成功，就需要更大的灵活性和技术中立性。"她称："我们现在将研究该计划，并与共同立法者合 作，在必要时对提案进行严格审视并予以加强。" ...

12月16日，为持续巩固出行安全防线，提升全流程应急保障能力，神州租车在北京举办了"演 练即实战，安全常相伴"主题的安全应急演练。本次演练活动在北京市交通委员会出租（租赁）汽 车管理处、北京市公安局公交总队出租支队、北京市交通委员会朝阳运输管理分局、北京市交通 运输综合执法总队五支队、北京市公安局公交总队草房站派出所、北京出租汽车暨汽车租赁协会 的共同指导下开展，演练通过设置多个高度仿真的租车情景，系统展示了神州租车在身份核验、 交通事故处理、消防安全、反诈防骗等方面的标准化应急流程与协同响应机制，旨在将安全出行 的理念转化为切实的用户保障。 演练伊始，北京市交通委员会朝阳运输管理分局王科长进行动员讲话。他着重指出，汽车租赁行业 作为城市出行服务体系的重要组成部分，其安全运营水平直接关系到公共安全与用户体验，此类实战化 演练对夯实行业安全基础、完善应急处置协同机制具有重要意义。 北京市公安局公交总队出租支队张副支队长对本次演练活动做总结讲话，他指出，此次神州租车应 急演练，精准贴合当前汽车租赁行业的运营实际和安全风险，演练科目设置科学合理，场景模拟高度逼 真，充分展现了神州租车在安全管理方面的扎实基础和应急处 ...

Core Viewpoint - Faraday Future (FF) is making significant strides in the Middle East market, particularly with the upcoming delivery of the FX Super One, which is seen as a potential turning point for the company amid ongoing financial challenges [2][8]. Group 1: Strategic Developments - FF has signed a strategic cooperation agreement with Ras Al Khaimah Innovation City to enhance collaboration in the fields of new energy and smart mobility, supporting the establishment of a regional ecosystem [2]. - The company has established a regional production and operations center in Ras Al Khaimah, which will support the production and operation of both FF and FX brands, with plans for expansion to increase local production capacity [2][4]. - FF appointed Shahryar Oveissi as a senior strategic advisor to strengthen its team in the Middle East, focusing on investor relations and government affairs [3]. Group 2: Market Positioning and Product Offering - FF's market strategy includes a dual approach: the flagship FF 91 targeting the high-end luxury market and the FX series aimed at the mass market, with the FX Super One being a key product [5]. - The FX Super One is positioned as a "first-class AI MPV" with a range exceeding 600 kilometers and advanced features, indicating strong demand in the Middle East for high-end electric vehicles [5][6]. Group 3: Financial Performance and Challenges - Despite recent successes, FF reported an operating loss of $206.8 million for Q3 2025, primarily due to R&D and expansion costs, although financing capabilities have improved with a 144% increase in cash inflow [7]. - The company has received over 11,000 legally binding pre-orders for the FX Super One, indicating a positive commercial outlook [7]. - Challenges remain in production capacity, financial stability, and brand image, which need to be addressed for FF to achieve profitability [8][9].

Core Viewpoint - The automotive industry is witnessing a significant shift towards the development of rare-earth-free electric motors, driven by cost reduction and technological innovation, which could reshape the electric vehicle landscape [3][4][8]. Group 1: Industry Trends - Many multinational automotive companies are reducing the rare-earth content in electric motors, with some aiming to develop motors that contain no rare-earth materials at all [3][4]. - Tesla announced two years ago that its next-generation permanent magnet drive motor would not use any rare-earth materials, opting instead for steel rotors and exploring new magnetic materials [4][7]. - The trend towards rare-earth-free motors is gaining momentum, with various companies, including European automakers, actively researching and developing these technologies [4][7]. Group 2: Technological Innovations - The development of rare-earth-free motors presents significant technical challenges, including the design of magnetic circuits and control algorithms, which require advanced understanding and capabilities [4][6]. - Companies like Conifer are exploring innovative designs, such as axial flux motors that can utilize both ferrite and rare-earth magnets, potentially increasing power density [6][7]. - New materials, such as manganese-bismuth magnets, are being developed to replace traditional rare-earth magnets, indicating a shift in material science within the industry [7][8]. Group 3: Market Implications - The competition for rare-earth-free motor technology is expected to drive the electric vehicle supply chain towards greater diversification and sustainability [8][9]. - As companies invest in rare-earth-free technology, they are likely to enhance their supply chain resilience and maintain a competitive edge in the global electric vehicle market [8][9]. - The shift towards rare-earth-free motors could lead to improved vehicle performance, including extended range and reduced charging times, benefiting consumers [7][9].

t 2017 CITE 3 4 and and the states t 2017 新年临近，已是冬季的北方，虽有寒风凛冽，但也有独特的魅力，吸引着众多车主在假日开启自驾之旅。在很多自驾爱好者的提前准备中，要 作哪些"功课"、留意哪些方面的问题呢？ 冬季的轮胎，低温会导致胎压降低，需每月在冷车时检查并补足至标准值（参考车门B柱标签）。确保所有轮胎、包括备胎花纹深度大于4毫米，以提 供雪地和湿滑路面的必要抓地力。在北方积雪地区，强烈建议更换冬季雪地胎。 在防冻冷却液方面，要检查冰点，确保其低于当地最低气温15℃以上，液位需在MAX-MIN刻度之间，切勿用普通水代替，防止水箱冻裂。 对于玻璃水，务必排空夏季玻璃水，加注专用防冻玻璃水，冰点至少-25℃或更低，防止水壶与管路冻裂，保证雨刮清洁效果。对雨刮器：要检查胶条 是否老化、硬化或破损，可考虑更换冬季专用雨刮，防止被冻住在挡风玻璃上。 就制动液而言，要检查含水量，若超标需及时更换，避免制动管路因低温产生气阻，影响制动效能。 准备越充分 自驾越安心 车载电瓶也是重点之一，冬季电瓶容量会下降。清洁电极桩头，检查电量，使用超过3年的电瓶应进行专业检测，必要时提前更换， ...

Core Viewpoint - The European Union plans to expand the carbon border tax to include automotive parts starting January 1, 2026, aiming to close policy loopholes and prevent foreign manufacturers from evading climate-related costs [5][6]. Group 1: Tax Implementation and Objectives - The expansion of the carbon border tax is based on the "carbon leakage risk," where industries might relocate production outside Europe to avoid strict climate policies [6]. - The primary goal of the carbon border tax is to protect local industries from low-priced, high-emission imports and to encourage global manufacturers to adopt cleaner production methods [6]. - The EU anticipates that the carbon border tax will generate €2.1 billion (approximately $2.47 billion) in revenue by 2030, with 25% of this revenue allocated to subsidize local manufacturers to offset additional costs incurred from imported carbon taxes [6][9]. Group 2: Impact on Automotive Industry - The carbon border adjustment mechanism (CBAM) is seen as a tool for environmental protection and a potential strategy for trade protection, linking import costs to the EU's internal carbon price, currently around €90 per ton [9]. - For automotive parts suppliers outside Europe, the tax could result in additional costs of 3%-5% on production costs for components manufactured in high-emission regions [9][10]. - To avoid tariffs, some multinational automotive companies may adjust their supply chains, moving production to low-carbon regions near the EU, which could increase local manufacturing investments by 20% [10]. Group 3: Compliance and Strategic Transformation - Automotive companies are encouraged to establish comprehensive carbon footprint tracking systems throughout their supply chains, utilizing blockchain technology for data transparency [11]. - Investment in low-carbon technologies is essential not only to comply with the carbon border tax but also to meet the growing consumer demand for low-carbon vehicles [12]. - Establishing low-carbon manufacturing hubs near the EU is viewed as an effective strategy to mitigate carbon tariffs while enhancing market responsiveness [12][13]. Group 4: Global Standards and Future Outlook - There is a call for international coordination on carbon accounting standards to reduce certification costs and improve operational efficiency for automotive companies [13]. - The expansion of the EU's carbon border tax signifies a shift in global automotive competition from "technology + cost" to "low-carbon + compliance" [13]. - The future of international automotive trade may evolve into a system where carbon emissions are tracked digitally, akin to a "carbon passport" [13].

Core Viewpoint - The National Market Supervision Administration has released the "Guidelines for Compliance of Pricing Behavior in the Automotive Industry (Draft for Comments)", aiming to regulate pricing behaviors throughout the automotive production and sales chain, addressing issues like price fraud and vicious competition, particularly in the commercial vehicle sector [1][2] Group 1: Regulatory Framework - The guidelines aim to unify regulatory rules and clarify legal boundaries for automotive production and sales enterprises, promoting compliance and protecting consumer rights [2][3] - The guidelines establish a comprehensive pricing compliance management system covering all aspects of automotive production and sales, focusing on both manufacturers and sales enterprises [2][3] Group 2: Pricing Control - A key focus is on price control at the production end, detailing compliance requirements for pricing strategies from vehicle manufacturing to sales, emphasizing cost-based pricing and market demand [3] - The guidelines specify high-risk behaviors such as below-cost sales and price collusion, providing clear criteria for identifying unfair pricing practices [3] Group 3: Consumer Protection - The guidelines enhance consumer rights protection by addressing issues like misleading promotions and lack of clear pricing in new car sales, encouraging the establishment of internal compliance management systems [3] Group 4: Industry Transformation - The commercial vehicle industry has faced challenges from low-price competition, leading to reduced profitability and innovation, with some companies selling below cost to gain market share [4][5] - The guidelines are expected to curb this low-price competition, steering the industry towards value competition and sustainable development [4][5] Group 5: Focus on Quality and Innovation - By regulating pricing behaviors, the guidelines will compel companies to shift focus towards improving product quality, enhancing technology research and development, and optimizing after-sales services [5][6] - The industry is moving towards a new competitive cycle centered on value, where product performance, reliability, and service quality will be critical [6]

Core Viewpoint - Ford has announced a significant strategic shift by cutting back on electric vehicle (EV) development and production, focusing instead on hybrid models and smaller, more affordable electric vehicles, leading to an estimated $19.5 billion in related costs [2][6]. Group 1: Strategic Adjustments - The strategic adjustment is driven by two main factors: the cancellation of EV subsidies by the U.S. government and ongoing losses in Ford's EV business, which are projected to total $9 billion, $21 billion, $47 billion, and $51 billion from 2021 to 2024, with an additional $3.6 billion loss expected in the first three quarters of 2025 [3][5]. - Ford plans to reallocate capital to higher-return growth areas, including commercial vehicles, trucks, hybrid models, and battery storage [3][5]. - The production of the F-150 Lightning electric pickup truck will be halted due to low sales and high production costs, with resources redirected to more profitable fuel and hybrid versions [3][5]. Group 2: Production Changes - The next-generation F-150 Lightning, initially planned for production at the Blue Oval City factory in Tennessee, will now be adjusted to an extended-range version and produced in Michigan, with the factory being renamed to focus on fuel-powered trucks by 2029 [5]. - The Transit electric van project in Ohio has been canceled, with the factory set to switch to producing the next generation of fuel and hybrid vans by 2029 [5]. - Ford is shifting some battery production capacity from vehicle applications to energy storage systems, having ended its partnership with SK On and taking over two battery plants in Kentucky [5]. Group 3: Industry Context - Ford's strategic pivot coincides with a broader trend in the automotive industry, as major companies like General Motors, Volkswagen, Stellantis, Honda, and Nissan are also slowing their electric transition and focusing on hybrid models to mitigate risks [7][9]. - The global automotive industry is moving from aggressive electric vehicle strategies to a more diversified approach, balancing short-term profitability with long-term transformation [9].

Core Viewpoint - The article highlights the journey of Zhejiang Fangzheng Electric Motor, a hidden champion in the domestic drive motor sector, showcasing its evolution from sewing machine motors to becoming a key supplier of electric drive motors for new energy vehicles, emphasizing a philosophy of focus, value, and long-term commitment [2]. Group 1: Company Evolution - Fangzheng Electric Motor has transitioned through three major product lines over nearly 30 years: sewing machine motors, automotive seat motors, and new energy vehicle drive motors, with each product line developed over approximately a decade [3]. - The company was founded in 1995 by Zhang Min, who identified opportunities in the textile industry, leading to the successful development of frequency conversion servo motors for sewing machines, breaking the long-standing Japanese monopoly [4]. Group 2: Technological Advancements - The success in sewing machine motors laid the foundation for Fangzheng's entry into the automotive sector, specifically automotive seat motors, which required a complete overhaul of quality control systems to meet stringent automotive standards [4]. - Fangzheng's drive motors for new energy vehicles represent a significant leap forward, with the company achieving a remarkable financial turnaround, reporting a revenue of 2.013 billion yuan and a net profit increase of over 1530 times in the first three quarters of 2025 [6]. Group 3: Market Position and Strategy - Fangzheng Electric Motor has established itself as a leading independent supplier in the competitive new energy vehicle market, with a shipment of 463,600 drive motors in the first half of 2025 and a cumulative installation exceeding 3.5656 million units across over 40 new energy vehicle models [6][7]. - The company invests over 7% of its revenue in R&D, focusing on high-voltage, high-speed, and high-density technologies, which has resulted in significant advancements such as the 800V high-voltage drive motor for Xiaopeng G9 [6][7]. Group 4: Future Prospects - Looking ahead, Fangzheng Electric Motor is exploring new markets, including robotics and low-altitude economic systems, with ongoing development of joint motors for robots and electric flight systems [9][10]. - The company is cautious about its globalization strategy, emphasizing quality and technological superiority over mere cost advantages, aiming to build a strong international presence while maintaining its reputation for quality [10][11].