编辑 / 张 南 设计 / 柴文静 理想i8撞击乘龙8吨卡车事件持续发酵，并且有可能正在朝着不可收拾的方向狂奔。 作者 / 涂彦 平 2025年7月29日晚，理想i8发布会，厂家在展示理想i8安全性时，播放了一段"重卡连环撞击"试验视频。 视频中，理想i8和一辆8吨卡车以100公里/小时(双车均50km/h)的相对速度对撞。两辆车车身均贴有"中国汽研SUPER CRASH超级试验"字样。 碰撞结束，理想汽车得到了理想的结果：理想i8 A\B\C柱、门梁均无变形。 最初发布视频的时候，由于碰撞的重卡车型方向盘没有打码，网友发现该卡车品牌为乘龙卡车。 于是，一场将理想汽车、东风柳汽、中国汽研涉事三方裹挟其中的舆论风暴就此爆发。 中国汽研回复媒体：测试的全过程肯定符合所有的规定和标准，不会刻意调节车辆参数。"这次测试不属于公告准入测试，我们理解应该不是强制性 必须做的一个（项目）业务，（测试结果）一般用于车辆的开发验证。" 理想汽车回复媒体：实验基于用户真实交通会车场景的模拟，全权委托专业的第三方检测机构测试认证，试验场地、测试设备以及市场端随机购买的 测试卡车均由检测机构提供，理想没有任何指定。 理想汽车产品线负 ...

作者 / 丁 晶 晶 编辑 / 黄 大 路 设计 / 柴 文 静 当下中国汽车行业的内卷，究其本质，是以各种所谓创新来降低成本，从而通过价格战来获得市场上的主动权。 这些创新包括管理创新、技术创新、设计创新等等，但是不能否认，很多创新是以牺牲质量为前提，本质上，不仅不值得鼓励，而且需要反对和杜绝。 那么，有没有可能通过创新，降本不降质，甚至能够提升质量呢？ 轩辕同学校长贾可博士 ▼ 2025年7月19日至20日，轩辕同学铃轩5期第三模块课程以"质量提升与技术设计创新"为核心主题，共同探讨突破汽车产业内卷困局的抓手。 本次课程在位于四川绵阳的四川移柯智创通信技术有限公司举行，一汽丰田汽车有限公司采购部部长李鹏程、深蓝汽车科技有限公司首席供应链官金国 庆、诗玛特企业管理有限公司创始人秦霄杨、阿维塔科技质量管理部高级总监乔艳斌等导师，以及一家国内领先的自主高度豪华品牌采购负责人先后授 课。 他们共同围绕质量提升与技术设计创新主题，深入探讨了行业内卷下市场敏感度与内部钝感力的平衡、全球化卓越质量体系构建、基于失效模式的稳健 性创新、传统车企向高端转型的质量创新路径及供应链长期价值主义下的质量与技术突破等关键议题，为行 ...

尽管有贸易协议在手，韩国还是与欧盟和日本一样，面临着15%的关税。在上周日本与美国达成15%的关税税率协议后，韩国面临的压力不断增大，因 为日本是汽车和制造业领域的主要竞争对手。 作者 / 钱 亚 光 编辑 / 黄 大 路 设计 / 柴 文 静 来源 / B L O O M B E R G , K o r e a t i m e s, A u t o m o t i v e n e w s 特朗普于7月30日在其社交媒体平台上发文称："我们已就对韩国的关税达成一致，为15%。美国则无需缴纳关税。" 就在8月1日这一各国必须与美国达成协议的最后期限的前一天，韩国方面也宣布了这一消息。若韩国未能达成协议，将面临更高的关税处罚。若韩国未 达成协议，其需缴纳的关税税率将为25%。 4月份，韩国曾短暂面临25%的关税，之后美国对一些国家暂停征收关税。此次暂停将于本周五到期。新的15%的关税高于许多国家自4月以来所支付的 最低10%的关税。 谈判内容涉及广泛 "我很高兴地宣布，美国已与韩国达成一项全面且完整的贸易协议。协议内容是，韩国将向美国提供 3500 亿美元，用于投资美国拥有和控制的项目，这 些项目将由我进行选定。 ...

作者 / 温 莎 编辑 / 黄 大 路 设计 / 柴 文 静 中俄汽车蜜月期戛然而止。 乘联会数据显示，2025年1月至5月，中国对俄乘用车出口153664辆，同比减少58.75%。 一度，中俄汽车蜜里调油。2022至2024年，中国出口至俄罗斯的汽车数量大幅增长。2024年全年出口量更是达到128万辆，低价高配的中国车深受俄罗 斯消费者追捧。 俄罗斯塔斯社TASS报告指出，仅2024年，俄罗斯消费者购买的中国汽车就达90.6万辆，占整体乘用车市场的58%。 当中国市场进入存量之争，隔壁的俄罗斯成为高增长的伊甸园。不只各大厂家蜂拥而至，连二手车商，汽车出口商也闻讯而来。 然而，从2024年年末开始，情况发生转变。"在俄罗斯，2022年和2023年上半年生意最好做，当时，平行出口一辆车大概有10%的毛利。"一位从事汽车 平行出口业务的贸易商告诉《汽车商业评论》，但现在这个数字变成了只有大概1%。 销量下滑，市占率不变 2022年是中国汽车正在俄罗斯市场的转折点。 在此之前，俄罗斯汽车市场是大众、丰田、现代、雷诺等跨国巨头的乐园，他们在这里建厂投产，合资合作频繁，年乘用车销量一度稳定在150万辆以 上。 俄乌冲突 ...

Core Viewpoint - The article discusses advancements in electric vehicle (EV) battery technology, particularly focusing on lithium-ion and solid-state batteries, highlighting ongoing improvements and potential future developments in energy density, charging speed, and overall performance [2][5][16]. Group 1: Lithium-Ion Battery Developments - Tesla's Vice President of Vehicle Engineering, Lars Moravy, emphasizes that lithium-ion and lithium iron phosphate batteries have significant room for improvement, particularly in energy density and performance [2]. - Continuous enhancements in lithium-ion battery technology are expected, with an estimated annual improvement of about 3% in energy density and charging speed [16]. - Tesla has consistently upgraded its battery specifications over the years, with the range of its Model S increasing from 265 miles in 2012 to approximately 415 miles today [16]. Group 2: Solid-State Battery Innovations - Volkswagen Group has invested over $260 million in solid-state battery startup QuantumScape, aiming for commercial production by 2025 [5]. - Solid-state batteries theoretically offer 2 to 3 times the energy density of traditional lithium-ion batteries, potentially enabling vehicles to achieve over 500 miles of range on a single charge [7]. - Current solid-state battery energy density is around 305 Wh/kg, only slightly higher than lithium-ion batteries, which range from 200 to 300 Wh/kg [9]. Group 3: Industry Trends and Future Outlook - Major automotive manufacturers, including Toyota and Ford, are investing heavily in solid-state battery technology, with plans for commercialization by the end of the decade [10][18]. - Companies like Samsung SDI and LG Chem are also focusing on solid-state technology due to its potential to dominate the EV market [11]. - Despite the promise of solid-state batteries, challenges remain, including higher production costs and the complexity of manufacturing solid electrolytes [12].

但据有关规定，中国汽车央企领导班子一般标配9名高管，分别是董事长、党委书记1人，董事、总经理、党委副书记1人，董事、党委副书记1人，党委 常委、纪委书记1人，总会计师、党委常委1人，副总经理、党委常委4人。其中，董事长、党委书记和董事、总经理、党委副书记属于副部级干部，其 余7人属于中央组织部管理的正厅级干部。 作者 / 张 霖 郁 编辑 / 黄 大 路 设计 / 柴 文 静 长安汽车正式升格为央企后，中国汽车行业将三大央企并驱，即中国一汽、东风公司以及中国长安三支造车国家队。 中国长安的使命是"成为具有全球竞争力、拥有自主核心技术的世界一流汽车集团……2030年，我们要实现政策产销规模突破500万辆，其中新能源占比 超过60%，海外销量超过30%"。 2025年7月30日，中国长安董事长朱华荣携新领导班子在重庆举行了第一场媒体沟通会，全程三小时进行了直播，这似乎是汽车央企首次对沟通会直 播，充分体现了"新长安"的流量意识。 此次与媒体见面的领导班子共8人，除朱华荣外，另7位分别是中国长安党委副书记、董事、总经理赵非，中国长安党委副书记、董事谭本宏，中国长安 副总经理贾立山，中国长安副总经理邓威，中国长安副总 ...

Core Viewpoint - The WAIC 2025 showcased the transformative impact of AI across various industries, particularly in the automotive sector, highlighting advancements in AI-enabled vehicles and technologies [2][4][6]. Group 1: AI in Automotive Industry - Major automotive companies like Tesla, Geely, and Li Auto presented their AI-driven innovations at the WAIC 2025, demonstrating a significant shift in vehicle design and functionality [4][6]. - Geely's comprehensive AI technology system was showcased, including models like the Galaxy M9, which features an advanced AI voice model for enhanced human-machine interaction [7][8]. - The collaboration between Geely and Stepwise Star aims to develop next-generation intelligent cockpit systems, indicating a strong focus on AI integration in vehicle development [10][11]. Group 2: AI Applications and Innovations - Various companies presented AI solutions that enhance user experience, such as Zebra Zhixing's AI coffee ordering system and ECARX's multi-modal AI engine for smart cockpit functionalities [17][19]. - MogoMind, developed by Mushroom Car Union, addresses real-time perception and decision-making in urban traffic, showcasing the potential for AI to improve transportation systems [22]. - SenseTime introduced its "Wuneng" intelligent platform, which can adapt to various terminals, including vehicles and robots, emphasizing the versatility of AI applications [24]. Group 3: Autonomous Driving Developments - The event highlighted the commercialization of autonomous driving, with companies like Pony.ai and RoboTaxi providing shuttle services during the conference [28][29]. - Shanghai issued new operational licenses for smart connected vehicles, allowing companies to deploy "driverless" cars in designated areas, marking a significant step in autonomous vehicle deployment [31][34]. - The "Mosu Zhixing" action plan aims to achieve significant milestones in autonomous driving by 2027, including extensive road coverage and high levels of vehicle automation [38][39].

作者 / 莫 莉 编辑 / 黄 大 路 设计 / 柴 文 静 当全球汽车业的电动化浪潮遭遇市场冷流，一场"电气化大撤退"正在上演。 从马自达到雷克萨斯，从德系豪华品牌到超跑巨头，车企们纷纷放缓激进的纯电战略，转而将混合动力视为稳住市场的"救命稻草"。 其中，马自达暂缓纯电冲刺，加码插混车型；雷克萨斯则是搁置了2035年全面纯电化规划及2030年前细分市场全电动化承诺，延长混动车型生命周期； 奥迪、奔驰等也调整路线，重启混动研发。 这些车企，都在放慢纯电步伐，转向混动。 在充电设施待完善、消费者续航焦虑未消的当下，混动以价格亲民、续航无忧的优势，成为车企稳住市场的"救命稻草"，也成了电动化调整期的关键过 渡支点。 这一调整也与外部环境密切相关：马自达在美国仅生产CX-50一款车型，曾坦言若承受25%的关税仅能维持一年，好在7月中旬美日贸易协议将关税降至 15%，目前车型定价保持稳定，公司仍在持续观察市场并调整运营成本与促销优惠。 回溯2024年前11个月，马自达美国销量突破32.4万辆，同比增长21%，而电气化车型占比仅1.9%，纯电车型比例极低。 马自达此番做法实际上是"以混代纯"的典型代表。也就是说，在确认 ...

Core Viewpoint - The introduction of a new national standard by the Ministry of Industry and Information Technology in China will phase out the "one-pedal driving" mode, which was previously seen as a hallmark of electric vehicle (EV) intelligence, marking a significant milestone in EV braking safety [2][4][19]. Group 1: New Regulations and Industry Impact - The new regulation will take effect on January 1, 2027, with a two-year grace period for car manufacturers [4]. - The regulation aims to ensure that vehicles do not come to a complete stop solely through the release of the accelerator pedal, addressing safety concerns associated with the one-pedal mode [3][19]. - The introduction of this standard has sparked intense discussions within the industry regarding the safety and practicality of the one-pedal mode [5]. Group 2: Safety Concerns and User Experience - Critics argue that many users have not fully experienced the benefits of the one-pedal mode, leading to a lack of understanding and adaptation [6]. - Research indicates that 32% of drivers have mistakenly pressed the accelerator instead of the brake in emergencies, with 15% resulting in accidents [13]. - A study from Tsinghua University shows that drivers accustomed to the one-pedal mode may experience a 0.3-second delay in emergency braking, equating to an additional stopping distance of 8.3 meters at 100 km/h [14]. Group 3: Historical Context and Technological Evolution - The one-pedal driving concept originated with the first-generation BMW i3 and gained popularity through Tesla's aggressive promotion [8][10]. - Tesla's implementation of the one-pedal mode aimed to maximize energy recovery, reportedly increasing urban range by 15%-20%, equivalent to an additional 80 kilometers for the Model 3 [11]. - The decline of the one-pedal mode reflects a broader trend in the automotive industry, moving away from minimalist designs towards a renewed focus on user control and safety [25][26]. Group 4: Design Trends and Future Directions - The shift away from the one-pedal mode is part of a larger reconsideration of minimalist design principles in the automotive sector, as evidenced by the resurgence of physical buttons and controls [33][35]. - The European New Car Assessment Programme (EuroNCAP) has introduced new regulations requiring physical controls for safety functions to achieve high safety ratings, further influencing design trends [34]. - The automotive industry is now seeking a balance between innovative design and essential safety features, moving towards a more user-centric approach [44][45].

Core Viewpoint - The luxury car market in China is undergoing significant adjustments, with a shift in consumer preferences towards service experience over brand influence, leading to a more concentrated market where the top five brands hold 68% market share, up 12 percentage points since 2020 [2][8]. Group 1: Market Trends - Luxury car sales in China grew by 3.2% year-on-year in the first half of 2025, a slowdown compared to double-digit growth five years ago [2]. - The new middle class aged 30-40 is becoming the main consumer group, prioritizing service quality and emotional connection over traditional brand prestige [2][8]. - J.D. Power's research indicates that 72% of luxury car consumers are willing to pay a 10%-15% premium for superior service [2][8]. Group 2: Jaguar Land Rover's Performance - Jaguar Land Rover has achieved the highest score in J.D. Power's sales service satisfaction study with 775 points, marking the highest score for luxury brands in five years [2][8]. - The brand has maintained a leading position in the luxury SUV market, with the Range Rover model being the best-selling luxury SUV priced over 1.5 million yuan for 30 consecutive months, and a 10% year-on-year increase in sales for the first half of the year [4][8]. - Jaguar Land Rover has consistently ranked among the top in J.D. Power's various satisfaction surveys for ten consecutive years, with a global customer recommendation rate of 96% [8][11]. Group 3: Customer-Centric Strategies - The brand's focus on customer satisfaction is reflected in its sales performance, with a comprehensive service system and dealer management capabilities [11][18]. - Jaguar Land Rover has implemented 34 service enhancement measures across its network, including personalized services like home test drives and online vehicle inspections [18][20]. - The introduction of the Smarter Sales system in 2023 aims to digitize and refine the entire sales process, enhancing service transparency and customer interaction [20][22]. Group 4: Response to Policy Changes - Following the announcement of a new luxury car consumption tax, Jaguar Land Rover pledged to cover the additional tax costs for consumers purchasing specific models, effectively maintaining their original budget [24][27]. - This proactive approach not only alleviates consumer concerns but also enhances the brand's image as customer-centric and responsible [27][29]. - The brand's swift response to market changes sets a benchmark for the luxury car industry, encouraging other brands to adopt similar consumer-friendly measures [29]. Group 5: Brand Building Initiatives - Jaguar Land Rover is actively engaging in brand experience activities, such as the launch of the "Range Rover Realm" and various brand experience events to strengthen emotional connections with customers [30][34]. - The brand is also integrating corporate social responsibility themes into its retail spaces, enhancing customer touchpoints and brand warmth [32][34]. - By combining product and service innovations, Jaguar Land Rover aims to provide a genuine British luxury experience tailored to the Chinese market [39][40].