2025年下半年，破产新势力集体吹响重启号角。7月，威马率先宣布恢复部分车型产能，极越也同 步释放产能重启信号；进入8月，哪吒更进一步，公开启动重整投资人招募，试图通过引入新资金破解 破产困局。三家企业密集动作，勾勒出破产新势力"求存"的迫切姿态。但重启之路刚起步便麻烦不断。 极越产能重启消息传出不足一月，"运营中断、核心资产恶化、售后停摆"的传闻便在市场蔓延，即便企 业紧急辟谣，仍难扭转外界对其运营稳定性的质疑，"极越汽车未履行46万案款成老赖"的新闻更是令人 瞠目；哪吒关联公司合众新能源在重整关键期被列为失信被执行人，虽后续紧急移除记录，却暴露了企 业背后复杂的债务问题，让投资人信心受挫。 从威马恢复产能后的市场反应平平，到极越、哪吒深陷负面争议，破产新势力的重启之路布满荆棘。这 些企业一边急切释放"复活"信号，一边又被债务、信誉、运营等问题缠身，既未拿出足以说服市场的核 心竞争力，也未能彻底解决历史遗留问题。如此矛盾的现状，不禁让人追问：这场集体重启，究竟是绝 境中的"新生曙光"，还是濒临落幕前的"回光返照"？ 资本想赚"重生钱" 政府忙保产业链 分析各破产新势力的复活路径，大湾区新能源汽车产业技术创新 ...

近年来，国内头部动力电池企业纷纷加快海外布局步伐。宁德时代作为行业领军者，早在2019年便开启海外征程，在德国建设首 座工厂，如今其已在德国、匈牙利、泰国、印尼等地规划产能。其中，德国图林根工厂已于2022年投产，初期产能14GWh，不仅 供应宝马等车企，还兼顾储能产线；匈牙利工厂分3期投建，规划产能100GWh，将成为服务欧洲车企的核心基地。此外，宁德时 代与泰国Arun Plus合资建厂，在印尼投资近60亿美元打造涵盖上下游的产业链项目。 欣旺达同样积极布局，在匈牙利、摩洛哥、越南、泰国等地建设海外工厂。其匈牙利基地于2024年10月动工，预计2026年下半年 投产，规划有动力电池和储能电芯生产线，主要辐射欧洲市场；泰国基地投资逾14亿美元，计划2025年投产，面向东南亚及周边 市场。 在新能源竞争中，动力电池是关键赛道，我国凭借产业链与制造优势，日渐在全球动力电池领域占据重要地位。但近期的两 则消息，却让中国动力电池出海之路"遇阻"。 日前，韩国LG新能源拿下43亿美元磷酸铁锂动力电池订单，在我国传统优势领域加速布局，对我国相关产业构成直接威胁。与此 同时，国内企业欣旺达在与LG新能源、日本松下新能源的 ...

Core Viewpoint - The issue of overloaded trucks in China is a complex problem intertwined with market ecology, institutional design, technological regulation, and human behavior, which has been highlighted by recent comments from a professor at China University of Political Science and Law [1] Group 1: Industry Characteristics - The domestic road logistics industry is characterized by being "many, small, scattered, and weak," with over 90% of practitioners being individual operators and an industry concentration of less than 5% [1] - In a fiercely competitive market, drivers resort to overloading to secure freight, as not doing so would lead to uncompetitive pricing, creating a vicious cycle of "low prices and overloading" [1][2] Group 2: Legal and Regulatory Measures - Recent legal measures include the implementation of standards that classify trucks with a total weight exceeding 100 tons as major accident hazards, and the criminalization of "hundred-ton kings" in 2024, signaling a shift from administrative penalties to criminal regulation [2][3] - Effective governance of overloading requires a systematic approach, emphasizing the need for accountability from freight source enterprises and strict regulation of truck manufacturing and modification [2][3] Group 3: Technological Solutions - The application of blockchain technology in the road logistics sector aims to enhance transparency in freight settlement and weight information, thereby reducing the incentive for overloading [3] - A shift from traditional regulatory methods to intelligent control is necessary to effectively combat overloading [3] Group 4: Systemic Reform - To address the root causes of overloading, it is essential to establish a scientific freight pricing mechanism and improve the supporting system for compliant transportation, including tax incentives and reduced toll fees [3][4] - The governance strategy should combine punitive measures for violations with incentives for compliance, creating a system where legal transport is more profitable than overloading [3][4] Group 5: Overall Strategy - The governance of overloading is a systemic battle involving economic laws, legal regulations, technological innovations, and industry transformations, requiring a blend of judicial strength, administrative intelligence, market forces, and technological advancements [4]

◆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].

Group 1 - The Sichuan Yuanqi Xingguang Heavy Truck Megawatt Charging Station, the world's first 100-megawatt heavy truck charging station based on Huawei's technology, has officially commenced operations, addressing key industry pain points such as slow charging and compatibility issues [1] - The heavy truck sector in China, with a vehicle ownership of approximately 8 to 9 million, contributes over 50% of carbon emissions in road transport, making it crucial for achieving carbon neutrality goals [1] - The electric heavy truck market is expected to see significant growth, with sales projected to reach 75,000 units in the first half of 2025, representing a year-on-year increase of 195.2% [2] Group 2 - The transition of electric heavy trucks into open logistics and intercity freight scenarios is anticipated to begin in the latter half of this year or early next year, driven by the need for high-power and high-density charging infrastructure [2] - Huawei has formed the "Supercharging Alliance 2.0" with major commercial vehicle manufacturers, aiming to launch around 55 models of megawatt charging heavy trucks this year, with over 20 already delivered [2] - The implementation of megawatt charging technology faces challenges related to infrastructure investment, safety, energy density, and compatibility with the power grid [3] Group 3 - The Chinese government has set a target to establish over 100,000 high-power charging facilities by the end of 2027, promoting the integration of charging infrastructure with distribution network planning [4] - The penetration rate of new energy heavy trucks has exceeded 23% for four consecutive months this year, but the penetration in long-distance logistics remains below 0.1% [4] - The successful electrification of heavy trucks is expected to rely on the effective deployment of megawatt charging technology [4]

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 ...