专题：2025广州国际车展 他谈到，目前，中国的智能电动汽车产品在用户体验和性价比上已具备市场化生存能力，且10月份新能 源汽车渗透率超过57%，表明行业已从政策驱动转向市场驱动和产业规模优势驱动。 李斌表示，未来几年购置税补贴将逐渐减少至2027年完全取消，但在过渡期，对于蔚来来说，购车租电 池的方式仍具优势，因为电池成本不会计入税基，这对用户而言是利好消息。 "同时，国家将换电设施作为新型能源互联网基础设施进行建设，这与国家政策方向一致，也符合换电 联盟的发展趋势。"他说。 责任编辑：李思阳 11月21日，在广州车展上，蔚来汽车创始人、董事长、CEO李斌谈到购置税减半政策时表示，这确实提 前了一些消费者的购买决策，但最近由于旧车置换补贴名额用满导致的扰动是阶段性的。 ...

Core Viewpoint - NIO's founder and CEO Li Bin welcomes more automotive manufacturers and industry giants like CATL to enter the battery swapping sector, viewing it as beneficial for the entire industry [1] Group 1: Industry Collaboration - Li Bin emphasizes the importance of collaboration within the industry, stating that cooperation is always the best option [1] - NIO has established framework collaborations with multiple automotive companies over the past two years, indicating a willingness to open its charging and battery swapping network to the entire industry [1] Group 2: Strategic Partnerships - NIO and CATL have maintained strategic cooperation in various aspects, particularly in resource and technology sharing related to battery swapping networks [1]

Core Insights - Didi is re-entering the Brazilian food delivery market with its "99 Food" brand, planning to invest 2 billion reais by June 2026, which is double its initial plan [2] - The Brazilian food delivery market is experiencing rapid growth, with a market size of 139 billion reais in 2023 and an annual growth rate of 15% to 20% from 2019 to 2023 [6] - iFood dominates the market with an 80% market share, making it challenging for new entrants like Didi and Uber to gain traction [4][5] Company Strategies - Didi aims to leverage its experience from Mexico, where it has successfully integrated ride-hailing and food delivery services, to establish a foothold in Brazil [8] - The company has a significant user base in Brazil, with over 55 million users and 1.5 million registered drivers, which can be utilized for food delivery [8] - Didi's strategy includes reusing existing transportation capacity to reduce delivery costs and improve response times [8] Market Dynamics - The Brazilian food delivery market is characterized by a high concentration of power with iFood, leading to complaints from riders about low wages and long hours, creating an opportunity for new players [6][11] - iFood is responding to competition by investing 17 billion reais and integrating with Uber to enhance its service offerings [7] - The competitive landscape is shifting as Didi and Meituan introduce different operational models, making the market less monotonous [10][11] Consumer Behavior - Consumers in Brazil show a strong preference for iFood due to its extensive restaurant partnerships and established brand loyalty, making it difficult for new entrants to attract users [4][10] - Local consumers express a willingness to try new platforms if they offer unique services or better value propositions, indicating potential for market disruption [10] Regulatory Environment - The Brazilian government has introduced regulations requiring platforms to provide benefits to delivery workers, increasing operational costs for companies like Uber [5] - The evolving regulatory landscape may impact the expansion strategies of new entrants like Didi, as they navigate different local laws and labor standards [9][11]

Group 1 - The 2025 Guangzhou International Auto Show has officially opened, featuring a speech by the CEO of Wei brand, Feng Fuzhi, who announced the launch of the Wei brand renewal plan focusing on value, image, experience, and service [1][3] - Great Wall Motors has officially released the VLA assisted driving model, with the new generation assisted driving system CP Master set to debut on the Wei brand [3] - Wei brand's new models, including the High Mountain family, Blue Mountain, and new Mocha Hi4, were showcased at the auto show, with sales figures indicating a significant increase, achieving over 82,000 units sold from January to October 2025, a year-on-year growth of 200% [3]

对此，美的方面今日回应新浪科技称："美的一直秉承用户体验第一的原则，并无强制售后服务商排他 性合作的行为，感谢关注"。（文猛） 新浪科技讯 11月21日上午消息，据报道，美的近期不再允许售后服务商同时接小米或格力的业务合 作，该政策由中国区经各区域负责人单独向合作商传达，涉及小米、格力等其他品牌的空调售后及安装 维修。 ...

根据浙江法院网公开信息，特斯拉（上海）有限公司与杭州无忧传媒有限公司新增一则开庭公告，原告 为特斯拉公司，案由为合同纠纷，该案定于11月24日在杭州市萧山区人民法院开庭审理。 无忧传媒相关负责人今日对新浪科技表示，根据双方的和解协议，他们已于11月17日向特斯拉退付相关 款项7761元。而特斯拉一方也已在收到款项的2个工作日内，向法院递交了撤诉申请。但由于法院流 程，该案件将于11月24日开庭审理的公告还显示在浙江法院网的公开信息栏里。 特斯拉客户支持11月20日发文回应此事，表示曾三次向对方在订购协议上预留的电子邮箱发送催款邮 件，并多次拨打对方登记的电话号码尝试联系，但对方在得知来意后直接挂断。最终特斯拉在联络无果 后启动了诉讼流程，目前经过法院调解圆满解决。 责任编辑：王翔 无忧传媒方面表示，此次纠纷与购车补贴政策有关，目前双方已达成和解，特斯拉也提交了撤诉申请。 ...

Core Points - The article highlights the recognition of Lian Yubo, the chief scientist of BYD, who has been elected as an academician of the Chinese Academy of Engineering, underscoring his significant contributions to the rise of China's automotive industry and BYD's leadership in the electric vehicle sector [1][12] - Lian Yubo is credited with developing BYD's comprehensive new energy technology, which has positioned the company as a leader in the global automotive market [1][10] Group 1: Background of Lian Yubo - Lian Yubo was born in 1964 in Yizheng, Jiangsu, and initially aspired to work in aviation, studying at Nanjing University of Aeronautics and Astronautics [1] - After being redirected to the automotive industry, he spent years acquiring automotive knowledge and skills, eventually becoming the deputy chief engineer at Yizheng Automobile Factory [1][3] - Lian Yubo joined BYD in 2004, where he established the company's R&D center in Shanghai and began building a team of engineers [1][4] Group 2: Contributions to BYD - Lian Yubo played a crucial role in developing BYD's first widely recognized compact car, the F3, which sold over 100,000 units in less than a year, marking a significant achievement for the brand [4][6] - Under his leadership, BYD launched several successful models, including the F0 and F6, while also focusing on the development of new energy vehicles [4][5] - Lian Yubo was instrumental in the creation of BYD's DM-i hybrid technology and the e6 electric vehicle, which validated the company's self-developed technologies [5][6][9] Group 3: Technological Innovations - Lian Yubo's engineering team at BYD has introduced several advanced technologies, including silicon carbide power control, blade batteries, and innovative vehicle architectures [9][10] - His leadership has been pivotal in transforming BYD from a secondary player in the automotive market to the largest car manufacturer in China, with an annual production and sales volume of 4 million vehicles [8][10] - The recognition of Lian Yubo as an academician reflects the broader advancements in China's new energy and smart automotive sectors, highlighting the importance of technological leadership in the industry [11][12]

Core Insights - Zeekr showcased its full range of models, including the 9X and 009, at the 2025 Guangzhou International Auto Show [1] - The Zeekr 9X is nearing the completion of its production ramp-up and is entering a phase of accelerated deliveries [1] - The delivery volume of the Zeekr 9X has surpassed 10,000 units, with an average price of 538,000 yuan [1] - Cumulatively, the Zeekr brand has sold over 600,000 vehicles [1] - The Zeekr 9X achieved over 10,000 pre-orders within 13 minutes of its debut at the Shanghai Auto Show earlier this year [1]

Core Viewpoint - The 2025 Guangzhou International Auto Show highlighted the achievements of LeDao Automotive, particularly in electric vehicle deliveries and pricing strategies [1] Group 1: Company Performance - LeDao Automotive has delivered over 110,000 pure electric vehicles, achieving both volume and price increases [1] - The average transaction price of LeDao vehicles has surpassed that of Cadillac and is very close to Audi [1] Group 2: Industry Positioning - In response to competitors focusing on super range-extended vehicles, LeDao's president stated that the combination of pure electric and battery swapping eliminates the need for range extension [1] - The president emphasized that the future of range extension ultimately leads to pure electric solutions, with battery swapping being the preferred option [1]

Core Insights - JD FinTech has partnered with Banking Circle to enhance cross-border financial services for global enterprises, enabling efficient multi-currency account setup and comprehensive payment solutions [1][2] - The collaboration aims to improve the speed and transparency of cross-border transactions, facilitating the global expansion of Asian payment service providers and fintech companies [1] - JD FinTech is committed to leveraging technology to reduce costs and improve efficiency for import-export businesses, supporting China's goal of "selling globally" [2] Group 1 - JD FinTech will provide seamless, scalable, and compliant payment solutions through the integration with Banking Circle's local clearing capabilities [1] - The partnership will help ensure compliance with local regulations while enhancing financial flexibility for enterprises venturing abroad [1] - JD FinTech's platform supports various payment methods, including overseas credit and debit cards, e-wallets, and offers integrated solutions for multi-currency payments, currency exchange, and tax support [2] Group 2 - The initiative is part of JD FinTech's broader strategy to build a safer and more inclusive cross-border financial service ecosystem [2] - JD FinTech plans to continue collaborating with high-quality global partners to innovate and enhance service capabilities [2] - The platform is designed to support the high-quality development of China's cross-border trade and foster an open and win-win international trade ecosystem [2]