7月1～3日，第十七届国际交通技术与设备展览会在北京国家会议中心举办。本届展会由中华人民 共和国交通运输部主办，中国国际可持续交通创新和知识中心、交通运输部科学研究院承办，世界资源 研究所（WRI）作为国际组织代表受邀参展，并于7月3日发布了最新研究报告《交通低碳燃料的可持续 性标准：全球与本土的比较研究》。 挑战与机遇并存的交通低碳燃料 在7月3日举办的"可持续燃料标准协同与发展路径：全球经验与中国实践主题沙龙"上，来自行业研究机 构、企业与高校的各方嘉宾围绕可持续替代燃料标准开展了深入探讨。中国国际可持续交通创新和知识 中心副主任谢辉发表致辞指出，可持续交通是交通运输领域高质量发展的重要内容，推广可持续替代燃 料是实现交通运输领域减排目标的关键路径之一。 在全球范围内，交通运输领域的二氧化碳与温室气体排放量可观，研究报告分析对比了一些国际组织在 交通运输领域可持续替代燃料的温室气体排放强度与核算方法方面的政策标准与认证机制，并测算了中 国典型燃料的温室气体排放强度，旨在为完善中国交通运输领域可持续替代燃料的标准体系提供参考。 WRI北京代表处可持续交通总监薛露露对WRI的最新研究报告进行了系统解读。她指出 ...

Core Insights - DEKRA celebrates its 100th anniversary, emphasizing its commitment to safety and trust in a changing world with the theme "Securing the Future" [2] - Founded in 1925, DEKRA has evolved from vehicle inspection to a leading global third-party inspection and certification organization, operating in approximately 60 countries with 48,000 employees [2][3] - The company has expanded its services beyond physical product testing to include digital product, process, and system evaluations, focusing on key areas such as future mobility, digital transformation, artificial intelligence, and sustainability [3][4] Business Expansion and Strategy - DEKRA has established a comprehensive testing service network and has accelerated its international expansion into markets like France, Spain, China, and the USA [3] - Since 2000, DEKRA has systematically enhanced its capabilities in industrial inspection, infrastructure, and environmental technology, marking significant milestones in its development [3] - The acquisition of the Lausitzring racetrack in 2017 and the establishment of a major independent testing facility for autonomous and connected vehicles highlight DEKRA's deep transformation in the transportation sector [4] Digital Trust Services - DEKRA integrates its services into Digital Trust Services, assessing not only the security of software and systems but also their resilience against cyberattacks and compliance with ethical standards in artificial intelligence [5] - The company views digitalization as a strategic driver for enhancing process efficiency and fostering innovation, emphasizing the importance of understanding and managing risks associated with new technologies [4][5] Focus on Key Markets - DEKRA is actively expanding its global footprint, particularly in Asia, North America, and Europe, targeting investments in regions with emerging technologies and new safety demands [6] - Core services such as vehicle inspection, industrial testing, product testing, and system audits remain crucial growth drivers for DEKRA [6]

6月30日，宁德时代在赛力斯超级工厂投产的两条CTP2.0高端电池包产线，以"厂中厂"模式引发行 业关注。这一将电池产线直接嵌入整车工厂的创新实践，不仅让问界M9的交付周期缩短至行业领先水 平，更以"分钟级响应""零库存周转"等突破性数据，为新能源汽车产业链协同树立了新标杆。然而，这 场看似完美的产业联姻背后，也同时暗藏技术迭代风险、利益分配博弈等深层挑战。 宁德时代"厂中厂"模式的核心优势在于对传统供应链的颠覆性改造。通过将电池产线嵌入赛力斯超级工 厂，双方实现了从指令下达至产线调整的响应时间压缩至20分钟以内，较传统模式效率显著提升。更关 键的是，运输距离的消除彻底改变了库存逻辑。传统模式下，电池从宁德时代福建基地运输至重庆至少 需要1～2天，如今库存被压缩至"小时级"，不仅节省了物流运输、仓储等成本，同时减少了电量损耗与 品质风险。此外，赛力斯供应链体系也可大幅精简，而宁德时代则通过规模化生产将电池包单位成本降 低。这种"零中间环节"的制造范式，使问界M9的产能爬坡速度较传统模式快速提升，为冲击高端市场 提供了关键支撑。 客户集中度风险同样不容忽视。问界系列虽在50万元以上豪华车市场连续15个月夺冠，但 ...

在华研发战略转型，正在给合资车企带来新的活力。 大众汽车在华开发增程式车型，宝马深度融合鸿蒙生态，丰田、通用等将产品研发主导权交由中国团队……不仅如此，德国汽车工业协会对70家会员企 业（覆盖整车、Tier1及中小企业）的调研显示，尽管2024年跨国车企及零部件企业在华利润普遍下滑，但几乎所有企业仍保持正向利润。 "在所调研的企业中，有近70％明确计划在2025年及以后加大对华投资，其中超过78％的企业将投资重点聚焦于研发领域。"德国汽车工业协会（中国） 首席代表兼总经理张琳表示，跨国汽车企业在华合作已进入以"研发2.0"为核心的合资合作2.0时代。 这一战略转型，让合资车企迎来新的机遇。中国电动汽车百人会副理事长兼秘书长张永伟表示："当前，跨国车企正在加速由技术研发和供应链'两头在 外'（在中国生产，技术研发和供应商在海外）的发展模式，向'在中国 为世界'的新本土化模式转变。" 加码长期研发投入 从曾经在华市场份额占比70％到不足31％，合资品牌正面临新的挑战。正因如此，迫使合资车企深入思考在中国市场如何破局。 进入新能源汽车时代，数十年前自主品牌学习、对标合资品牌的情况，正在反转。"追赶'中国速度'是跨国 ...

Core Viewpoint - The European Union's newly released "General Artificial Intelligence Code of Conduct" introduces significant regulatory challenges for the automotive industry, particularly in the context of smart and connected vehicles [3][4]. Group 1: Regulatory Framework - The "Code" serves as an extension of the EU's "Artificial Intelligence Act," focusing on transparency, copyright, safety, and security for AI models used in the automotive sector [4]. - The Code will take effect on August 2, 2025, requiring companies to comply with regulations for AI models built before this date within two years, while models developed after must comply within one year [4]. - The EU adopts a strict risk-based regulatory model, categorizing AI applications into unacceptable, high, medium, and low-risk, with high-risk applications requiring pre-assessment and ongoing monitoring [4]. Group 2: Challenges for the Automotive Industry - Automotive companies must transition from "black box" decision-making to transparent compliance, particularly for Level 2+ autonomous driving systems, which must disclose algorithms, training data sources, and decision logic [5]. - Compliance costs are expected to rise, with estimates indicating a 15%-20% increase in the development costs of intelligent systems per vehicle due to the need for algorithm explainability and real-time monitoring systems [5]. - The automotive sector faces new challenges in copyright compliance and user data governance, necessitating renegotiation of licensing agreements with content copyright holders and ensuring compliance with the EU's General Data Protection Regulation (GDPR) [6]. Group 3: Business Model Innovation - The shift from "data-driven" to "compliance-driven" business models will impact over-the-air (OTA) updates, requiring prior notification to regulatory bodies for changes involving AI model parameters [7]. - Chinese automotive companies exporting to the EU must embed multi-regional compliance modules in their AI systems, ensuring data localization for the EU market [7]. Group 4: Strategic Responses - Automotive companies are advised to establish an AI compliance committee to oversee technical development, legal, and data security departments, and recruit professionals with expertise in EU AI regulations and GDPR [8]. - Long-term strategies should include partnerships with EU-certified open data platforms and content distributors to mitigate infringement risks and the development of lightweight, auditable AI models [9]. - Companies must balance technological innovation with regulatory compliance, as the Code may increase compliance costs but also drive responsible innovation in AI technology [9][10].

Group 1 - The core viewpoint of the articles highlights the unprecedented development opportunities in the new energy commercial vehicle market, particularly in China, which is the largest automotive market globally [2] - In the first five months of 2025, China sold a total of 283,000 new energy commercial vehicles, with a domestic sales ratio of 21.1% in the commercial vehicle segment, indicating significant market potential [2] - The sales of new energy heavy trucks in China are projected to reach approximately 82,000 units in 2024, with a market penetration rate of 13.6%, which is expected to rise to 19.7% in the first quarter of 2025 [2] Group 2 - A dual-track charging network consisting of supercharging and battery swapping is emerging, driven by market demand, with companies increasingly collaborating to develop these solutions [3] - Major investments are being made in supercharging infrastructure, such as BYD's partnership with Sinopec to build 4,000 ultra-fast charging stations, capable of charging 400 kilometers in just 5 minutes [3][4] - The battery swapping network is also rapidly developing, with CATL and Sinopec launching a plan to establish 10,000 battery swapping stations by 2030, covering 80% of the national trunk transport capacity [3] Group 3 - Despite the advantages of supercharging, challenges such as the strain on the power grid and potential irreversible damage to batteries from frequent supercharging need to be addressed [5] - The battery swapping model faces issues like battery specification fragmentation and high construction costs for swapping stations, which exceed 3 million yuan, leading to significant financial pressure on companies [5] - The lack of standards for retired battery evaluation limits the effective utilization of retired batteries, with only 15,000 tons processed annually by the Shanghai Power Battery Recycling Center [5] Group 4 - The industry is exploring innovative technological solutions to address challenges, such as supercharging-storage coupling systems that can alleviate grid pressure [6] - The development of national standards for battery swapping is crucial for promoting cross-brand compatibility and addressing standardization issues in the battery swapping model [7] - The integration of hydrogen and electricity in energy stations is being explored to meet diverse user needs, enhancing the overall energy supply for new energy commercial vehicles [7] Group 5 - The current dilemma in new energy cargo vehicle charging revolves around balancing efficiency, cost, and safety, creating a "triangle game" [8] - Short-term solutions favor supercharging for urban deliveries, while battery swapping is more suitable for long-distance logistics [8] - Long-term strategies should focus on breaking boundaries through vehicle-to-grid standards and green electricity trading mechanisms to enhance energy utilization and management [8]

事实上，在今年5月的财报说明会上，日产新任CEO伊万·埃斯皮诺萨曾被问及通过生产本田车型来活用美 国工厂的问题，他当时表示："正在探讨在美国市场开展合作的可能性。"《日刊汽车新闻》指出，若合作达 成，预计将为两家公司带来一定益处，处于经营重组中的日产需要提高工厂的开工率，而本田也能完善自身的 车型产品线。目前，本田在北美销售皮卡Ridgeline，如果能获得日产的代工，本田有望满足当地更广泛的需 求。 值得一提的是，此前在2024年12月下旬，日产与本田宣布签署谅解备忘录，启动经营合并谈判。不过，谈 判最终于今年2月破裂，但双方仍表示将继续在电动汽车等领域保持合作。尤其是在美国加征进口汽车关税的背 景下，日本车企需要努力增加在美国本土的产量，以尽量减少关税带来的影响。 近日，NHK、《日本经济新闻》、路透社等多家外媒报道称，日产与本田已开启谈判，探讨在美国利 用日产工厂的剩余产能为本田代工生产皮卡的可能性。 对此，日产发表声明称，公司正继续与本田合作，但没有其他进一步的消息，也不会对猜测发表评论。本 田方面则没有立即置评。 或联手应对关税 据知情人士透露，日产与本田正在探讨，利用日产在美产能利用率较低的工厂为 ...

近日，"绿领"人才的百万缺口引发了一波关注。 具体到汽车行业，加快推动绿色低碳转型,既是落实国家"双碳"战略的重要支撑,也是产业高质量发展的内在要求。汽车"绿领"人才情况如何？ "绿领"人才短缺且缺口呈扩大趋势 "比如我们已经是年产3000万辆汽车的一个汽车大国，要通过一系列技术创新，使得材料制备过程中的各个环节的二氧化碳排放更少，一直到最后是 零碳材料，这个过程就需要一大批高素质的人才参与其中。"中国工程院院士毛新平在央视节目中说。 汽车行业对"绿领"专业人才的需求十分迫切。中汽研汽车检验中心（天津）有限公司清洁燃料技术室主任吴春玲介绍，虽然目前没有明确的汽车行业 单独的"双碳"人才需求数据，但从"十四五"期间整体"双碳"人才需求近百万人来看，汽车行业作为碳排放的重要领域之一，其人才需求占比不容小觑。 目前，"双碳"领域整体从业者仅十万人左右，汽车行业也面临着类似的人才短缺问题，且缺口呈扩大趋势。汽车行业正朝着低碳、零碳方向发展，新 能源汽车市场份额不断扩大，传统燃油汽车节能减排要求也越来越高，中国汽车出口量大增、国际化加速，对"双碳"人才的需求缺口将进一步加大。 领英中国区总经理王茜解读，整体来看，"绿领 ...

Group 1 - The project "Research and Industrialization of Next-Generation Autonomous and Controllable New Energy Vehicle Platform" was launched in Anhui Province, aiming to enhance the overall R&D level and core competitiveness of the automotive industry in the region [1][3] - The project is led by the Anhui Province Future Intelligent Connected New Energy Vehicle Innovation Center, with participation from several universities and Jianghuai Automobile [1][3] - The initiative focuses on addressing common challenges in the automotive industry through the "Eight New Concepts" which include new functions, architectures, energy sources, materials, structures, processes, equipment, and models [1] Group 2 - Key figures in attendance included Zhong Zhihua, Chairman of the Anhui Province Automotive Strategic Consulting Committee, and Xiang Xingchu, Chairman of Jianghuai Automobile Group, who discussed future automotive industry trends and project management mechanisms [3][7] - The project aims to create innovative industrial development models by exploring technology breakthroughs and application scenarios, contributing to the innovation of the intelligent connected new energy vehicle industry in Anhui Province [7] - Jianghuai Automobile emphasizes a dual strategy of independent innovation and open cooperation, focusing on technological innovation as a core driver for future development [7]

"五界"混战，降价求生或成必然 据业内人士透露，包括问界在内的鸿蒙智行旗下多个品牌实际上都在进行隐秘的促销活动。如果通过朋 友购车，每辆车可以享受超过1万元的优惠。这不难理解，因为经销商若未能顺利销售，自然会采取各 种手段，其中通过二级网络销售是主要策略之一。 近日，小米YU7上市。随着订单量激增，震惊了行业，也令竞争对手感到不安。小米YU7上市后不 久，鸿蒙智行旗下的智界品牌迅速作出回应，宣布为全系车型提供2万元现金补贴和相关购车优惠。这 原本是一次极具冲击力的市场促销活动，但戏剧性的是，该促销信息很快被撤下。智界的价格调整，反 映出鸿蒙智行在定价策略上的微妙立场。小米YU7的强劲市场表现无疑给鸿蒙智行带来了巨大的竞争压 力，但更重要的是，这一事件揭示了鸿蒙智行的价格体系多少有了调整的可能。 尽管这次优惠活动未能开展，但它已经传递出一个明确的信号：未来鸿蒙智行旗下各品牌自主调整价格 可能成为常态，特别是随着各品牌即将建立销售渠道，对价格的统一控制将变得更加困难。目前，鸿蒙 智行体系内已有车型存在重叠，随着未来新车型的陆续推出，价格竞争将不可避免地从幕后走向台前， 一场价格暗战正在悄然酝酿。 M8、M9等车型 ...