Core Insights - Intel made a significant announcement at the 2025 Shanghai Auto Show, introducing its second-generation AI-enhanced Software Defined Vehicle (SDV) SoC and establishing strategic partnerships with companies like Black Sesame Intelligence and BOS Semiconductors, highlighting its commitment to the Chinese automotive market and its ambition in automotive intelligence [1][10][19] Group 1: Product Features and Innovations - The second-generation AI-enhanced SDV SoC features a multi-node chip architecture, allowing for flexible customization of computing, graphics, and AI functions, providing unprecedented development freedom for manufacturers [3][9] - Performance improvements include a tenfold increase in generative and multimodal AI capabilities compared to the previous generation, with graphics performance tripling and enhanced visual perception through 12 camera channels [9] - Energy efficiency has been optimized, with a 61% increase in CPU performance per watt, aiding electric vehicles in reducing power consumption and battery costs [9] Group 2: Industry Challenges and Solutions - Intel identified three major challenges in the automotive industry: the need for software-defined architecture, sustainability innovation, and scalability. The company aims to address these through open architecture and flexible development tools, energy-efficient designs, and a unified architecture for various vehicle classes [9][10] Group 3: Strategic Partnerships and Ecosystem Development - Intel is actively building a smart automotive ecosystem through collaborations with various industry players, including Black Sesame Intelligence and Wallface Intelligence, to enhance the integration of AI and chip technology in vehicles [10][11] - The collaboration with Black Sesame Intelligence led to the launch of a cockpit-driving integration platform, supporting advanced driver assistance systems from L2+ to L4 levels, with plans for reference design release in Q2 2025 [11] - Partnerships with companies like Wallface Intelligence and BOS Semiconductors aim to enhance in-vehicle AI performance and develop solutions for advanced driver assistance and infotainment systems [13][10] Group 4: Future Outlook and Industry Trends - The automotive industry is shifting towards a software-defined and collaborative ecosystem, with Intel positioning itself as a leader in this transformation through technological innovation and ecosystem building [19] - Discussions at the event highlighted the importance of voice interaction and the integration of AI in enhancing user experience, indicating a trend towards more personalized and interactive automotive environments [14][16]

Core Insights - Texas Instruments (TI) collaborates with Hikvision Automotive and Banma Zhixing to launch the industry's first single-chip integrated cockpit and driving parking solution based on the TDA4VH chip, marking a significant breakthrough in the transition from concept to mass production in cockpit-driving integration technology [3][4] - The collaboration emphasizes "equal driving intelligence" through deep software and hardware synergy, providing a cost-effective integrated solution for the development of automotive intelligence [3] Group 1: Product Features and Capabilities - The core product features five millimeter-wave radars, one 8-megapixel front camera, and four 3-megapixel fisheye cameras, enabling basic L2 functions such as AEB, ACC, and LK, as well as L2+ functions like HWA active lane change [3] - The TDA4VH chip is highlighted for its high efficiency, safety, and interface capabilities, supporting ASIL-D safety standards and multiple camera connections, which allows for future functional expansion [4][5] Group 2: Strategic Collaboration and Market Impact - The partnership is not merely a hardware combination but aims to achieve a synergistic effect through the integration of Hikvision's sensor fusion algorithms, Banma's software optimization, and TI's chip performance tuning, resulting in a collaborative advantage [5] - The solution targets high-frequency user scenarios such as highway autonomous lane changes and following vehicles, addressing over 90% of daily driving needs, and aims to make L2+ technology accessible to more vehicle models by reducing costs below traditional solutions [5]

Core Insights - Antolin celebrated its 75th anniversary at the 2025 Shanghai Auto Show, showcasing its latest technologies and innovations in automotive interiors under the theme "Essence in Motion" [1] - The company has evolved from a small workshop in Spain in 1950 to a leading global supplier of automotive interior solutions, emphasizing its commitment to innovation and collaboration with Chinese partners [5] - Antolin has been operating in China for 22 years, with a focus on local empowerment and innovation, reflecting its strategic vision for the future [8][17] Innovation and Technology - Antolin presented several cutting-edge technologies at the event, including smart cockpits, ceiling systems, door panel systems, interactive ambient lighting, and advanced surface technologies, enhancing user experience and vehicle functionality [8] - The SUNRISE smart cockpit concept represents a significant milestone in Antolin's strategy for integrated dashboard solutions, offering seamless interaction between screens and lighting for an immersive driving experience [13] - The ELIS dynamic lighting surface technology aims to create an emotional connection through adaptive ambient lighting that responds to external colors, enhancing comfort and personalization within the vehicle [14] Strategic Development in China - Antolin has established 24 industrial bases and 4 technical offices in China, employing nearly 4,000 professionals, with over 65% of its revenue in the Chinese market coming from local customers [17] - The company plans to increase investments in China to develop more integrated smart cockpit solutions, supporting both local and global automotive industry growth [18] - Antolin is committed to sustainable development, aiming for 20% of its plastic materials to be sustainable by 2025, increasing to 40% by 2030, and achieving carbon neutrality by 2050 [18]

近日，在2025年上海车展期间，德国汽车工业协会（VDA）主席穆希雅接受《中国汽车报》等媒体采访，围绕中德汽车产业合作、贸易政策等热点话 题分享见解，探讨汽车产业发展的新态势与新思考。 因地制宜拓展中欧市场 穆希雅指出，中国是全球最大的汽车市场，尤其是在电动汽车领域影响力尤为显著。与中国开展贸易往来，尤其是汽车产业的贸易往来，为德国创造了 大量就业机会。同时，中国这一主要销售市场，为德国实现气候中和出行转型提供了资金支持。不过，与其他国家车企一样，德国车企当前正面临中国市场 的重大变革，这主要源于电动化转型的浪潮。"显而易见，中国市场的增长势头迅猛，德国汽车产业也希望参与其中。"她说。 调查显示，超过2/3 的德国汽车行业受访者计划持续增加在华投资，尤其是在研发、生产和销售等领域；1/3的受访企业将扩大在华产能，长期来看， 80%的企业计划维持或扩大在华生产规模。多数德国企业秉持"在中国，为中国"的策略，也有部分企业仍将中国视为出口基地。 对于产能布局问题，穆希雅解释道，德国车企扩大在华产能是为了适应中国市场激烈的竞争环境，基于在中国积累的市场经验，更好地践行"在中国， 为中国"的策略，通过投资研发和生产更适 ...

处于变革之中的日产，4月23日在2025上海车展上带来了全球首款插电式混合动力皮卡Frontier Pro PHEV，以及东风日产在全新新能源架构天演 架构下打造的首款车型——纯电轿车N7。"现在，我们正站在新一轮产品复兴的起点上，这意味着未来将会有更多全新、令人兴奋的产品问世。在这 里，我们今天已经迈出了重要的第一步。"发布会结束后，日产中国管理委员会主席、东风汽车有限公司总裁马智欣在接受《中国汽车报》等媒体采 访时说。 INIS. 3.73 2 "到2027年夏季，我们将投放10款新能源汽车，其中日产品牌从5款增加到9款，并且还有更多的车型会陆续到来。"马智欣告诉记者，"今天，我们将其 中2款新能源车型带到了上海车展现场。未来，这两款车型都会出口全球，在中国本土市场和海外市场同时销售，这是我们对"在中国、为中国、向全球"战 略的一个成果兑现。日产在中国市场的发展战略显而易见，那就是推出更多新能源车型，因为新能源汽车在中国市场上已经成为主流。" 新能源汽车规模进一步升级，那么，日产要如何保证这一宏大的产品攻势顺利铺开？"日产汽车在中国拥有充足的资金支持各项运营，包括产品研发， 特别是在新能源产品研发、销售网 ...

编前：当地时间4月3日，美国正式开始对所有进口汽车加征25％关税；另外，针对汽车零部件的额外关税将不迟于5月3日开始征收，这使得全球汽车产 业链震荡加剧。这场以"保护本土制造"为名的"贸易地震"，不仅让底特律三巨头的供应链陷入混乱，更迫使欧洲乃至日韩汽车巨头遭受巨大的冲击。要知 道，这些跨国车企当前在美国市场上销售的汽车，很大一部分来自进口。即使是在美国组装的整车，很多零部件也来自其他国家。面对美国特朗普政府挥舞 的"关税大棒"，业务高度依赖全球化分工的跨国车企会如何应对？从本期开始，本报设立"美汽车关税下车企众生相"系列报道，持续追踪代表性车企如何应 对横亘在他们眼前的"关税大山"。 美国对所有进口汽车加征25％关税的措施，已于4月3日正式生效。根据白宫发布的文件，25％的关税适用于进口乘用车和轻型卡车，以及发动机、变速器、 动力总成零部件、电子元件等关键零部件，并将在必要时扩展至其他零部件。其中，针对汽车零部件的关税将不迟于5月3日开始征收。在此之前，美国对进 口乘用车整体征收2.5％的关税（部分国家和地区除外），对卡车征收25％的关税。加征25％的关税后，乘用车和卡车的进口税率分别飙升至27.5％和50 ...

Core Insights - The integration of "cockpit and driving" is a hot topic in the automotive industry, reflecting a shift from a driver-centric model to a user experience-centered intelligent model [2] - Achieving seamless collaboration between driving and cockpit functions is a critical challenge for automakers [2] Group 1: Industry Trends - The traditional automotive control systems face issues such as clear functional module segregation and difficulties in cross-domain collaboration, leading to a disjointed user experience [2] - The introduction of AI technologies, particularly large language models (LLMs), is gradually improving the situation by enabling better coordination between driving and cockpit domains [2][3] Group 2: Engineering Challenges - "Cockpit and driving" integration requires systematic reconstruction and deep innovation of underlying architecture, data fusion, user interaction logic, and safety mechanisms [3] - The central intelligent brain must possess strong spatial understanding capabilities to analyze multi-dimensional data and make real-time decisions while ensuring user experience and driving safety [3] Group 3: Commercialization Issues - The automotive industry faces significant challenges in achieving true "cockpit and driving" integration, with many companies over-marketing the concept and neglecting the complexities and technological maturity required for practical use [4] - Many so-called "cockpit and driving" functions are still in the technical validation or initial application stages, failing to meet the requirements for seamless collaboration and safety [4] Group 4: User-Centric Focus - The ultimate goal of "cockpit and driving" integration should be to create real value for users, moving from functional stacking to experiential integration to enhance user satisfaction and travel safety [4]

而就在2025上海车展开展前夕，佛瑞亚集团刚刚披露了第一季度的业绩情况，集团合并营业收入达67.02亿欧元，同比增长2.6%（按固定汇率计 算增长2.1%），相较全球汽车产量1.3%的增幅超出业绩80bps，其中汽车电子事业部和座椅事业部成为增长主力。 "上海车展已成为汽车行业最重要的盛会，彰显了中国作为全球最大汽车市场，以及全球电动汽车、智能汽车创新引领者的地位。从开创净零制造到开 发LUMI座椅照明和零重力座椅等突破性创新成果，我们凭借深厚的本土专业知识，与中国合作伙伴携手创新，并在全球范围内塑造未来移动出行的蓝 图。"佛瑞亚全球执委会成员、佛吉亚中国区总裁马川表示。 佛瑞亚集团首席执行官马启元（ Martin Fischer ） 九星首展 奇思妙想竟能如此 智能化、电动化依然是2025上海车展上的主题词，而佛瑞亚展台上展品的奇思妙想，依然集中在"电气化与能源管理、数字化与可持续的座舱体验、安 全与自动驾驶"三大技术方向，但却能够给包括OEM客户在内的所有参观者带来一种电动化、智能化竟"还能如此"的兴奋体验。 "智·璨座舱"是整个展台上集成度最高，最能体现佛瑞亚"匠心"的展品。这是继"智炫座舱"、"地平线 ...

作为短短几年内迅速崛起的新能源汽车品牌，深蓝汽车正以独特的技术双轮驱动战略，重新定义家庭出行的标准。通过深度整合长安汽车的技术资源， 以及与华为等科技巨头强强联合，深蓝汽车不仅在国内市场取得显著成绩，更在全球舞台上展现出强劲的竞争力。 在2025上海车展上，中国能源汽车传播集团党委书记、董事长、总编辑兼中国汽车报社社长谢戎彬与长安汽车副总裁、深蓝汽车首席执行官邓承浩展开 一次深度对话，共同探讨深蓝汽车的技术创新、市场布局及未来发展方向。 冲刺全球销量50万辆目标 谢戎彬：本届上海车展期间，深蓝汽车的参展情况如何？ 邓承浩：车展媒体日的焦点是旗舰车型深蓝S09。该款车4月23日开启预售并发布权益价格，旨在通过聚焦展示强化品牌高端形象，展现技术积累，让 用户深入体验产品优势。车展公众开放日，我们的全系车型将悉数亮相，呈现完整的产品线。 访谈嘉宾：长安汽车副总裁、深蓝汽车首席执行官 邓承浩 访谈主持：中国能源汽车传播集团党委书记、董事长、总编辑兼中国汽车报社社长 谢戎彬 谢戎彬：深蓝汽车 2025 年的发展目标有哪些？目前完成情况如何？ 邓承浩：2025年，我们将冲刺全球销量50万辆目标。今年1~3月，深蓝汽车的月 ...

Core Viewpoint - The 2025 Shanghai International Auto Show showcases diverse technological paths in the new energy vehicle sector, highlighting Geely's innovative "liquid sunshine" methanol ecosystem as a significant breakthrough in China's energy revolution [1][3]. Group 1: Methanol Hydrogen Electric Technology - Methanol hydrogen electric technology offers a viable "Chinese solution" for new energy, addressing the country's energy needs and the limitations of pure electric and hydrogen fuel cell technologies in commercial vehicles [3][4]. - Methanol is recognized as a low-carbon, efficient, and clean-burning fuel, making it an ideal renewable energy source for transportation [3][4]. - Geely has established a comprehensive green ecosystem covering CO2 capture, methanol production, transportation, refueling, and vehicle integration, promoting a closed-loop carbon-neutral solution [3][4]. Group 2: Product Development and Market Position - Geely's Long-distance New Energy Commercial Vehicle Group has developed methanol-hydrogen electric vehicles, addressing key pain points in fuel efficiency, range, and cost compared to traditional fuel and pure electric vehicles [4][6]. - The Long-distance Starry H methanol-hydrogen electric heavy truck debuted at the auto show, boasting a 10-minute refueling time and a range of over 1500 kilometers, challenging existing perceptions of new energy vehicles in the commercial sector [9][11]. - The Starry H truck is designed to meet diverse transportation needs, including logistics and hazardous materials transport, with advanced features like a heat pump system for energy efficiency [11][15]. Group 3: Infrastructure and Ecosystem Development - The establishment of the "Yuanchun" brand for methanol refueling aims to create a comprehensive service system, with over 600 methanol refueling stations already built and plans for 4,000 stations by the end of 2027 [18][20]. - The development of a methanol production project in Alxa is expected to utilize local renewable energy resources and significantly reduce carbon emissions [16][20]. - The integration of technology, products, and refueling infrastructure forms a three-in-one methanol-hydrogen ecosystem, showcasing the potential of green methanol in the context of global carbon neutrality [20].