加入轩辕同学 ， 成就新汽车人! 10月13日，小米SU7在成都天府大道发生严重事故并引发起火，现场"车门难开"的救援细节持 续发酵。 几天后，雷军在一个行业论坛上演讲，发出了"共同抵制网络水军、黑公关等网络乱象"的倡 议。 倡议看起来引发了相反效果。 和雷军在同一个会议上，大众汽车集团（中国）CTO、大众汽车（中国）科技有限公司 （VCTC）CEO吴博锐发表了关于"安全可靠才是产品成功的根基"的发言。 撰 文 | 莫 莉 编 辑 | 黄 大路 设 计 | 甄 尤美 "事故调查需要时间，有时候一两个月都出不来。我们已经发现了导致事故的隐患，面对万分之 一的风险我们不能等。" 10 月 31 日，理想汽车决定主动召回所有理想 MEGA 2024 款汽车。它们同不久前突然着火的 一辆MEGA汽车属于同一批次。为此，理想汽车创始人、董事长兼CEO 李想发出上述言论。 李想的言论让人感觉到了大企业的担当精神。刚刚过去的2025年10月，汽车安全话题仍在延 续，且与黑公关话题纠缠在一起。 岚图汽车董事长、总经理卢放则明确表示"汽车从来不是快消品"，直指行业营销的浮躁症结， 将行业注意力重新拉回安全、可靠与耐用的底层要求 ...

加入轩辕同学 ， 成就新汽车人! 撰文 | 杜 咏 芳 编辑 | 黄 大 路 设计 | 甄 尤 美 10月29日，2025日本移动出行展（Japan Mobility Show）如期而至。 如果你在展馆里逛一圈，很容易发现这场展会的有趣反差。 日系车企几乎是全家总动员，展台一个比一个气派，从概念车到量产新品，恨不得把未来十年的出行蓝图都铺在观众眼前，显然是把这里当成了向全球 秀肌肉、亮新思路的主场窗口。 然而另一边，国际车企的参展阵容则冷清许多。 欧美品牌中仅有宝马、梅赛德斯-奔驰等少数代表，且未能带来足够亮眼的创新成果。 中国车企也只来了一家比亚迪，虽然带来的K-Car纯电车型直指日本本土最主流的细分市场，但在日系军团的包围下，显得有些"势单力薄"。 其实，自上一届 日本移动出行展 举办之后，全球汽车行业一直处在结构调整与动力转换的关键阶段，如同行走在跷跷板上，经历着多重力量的拉扯： 一方面，电动化浪潮仍在持续推进，技术进步与市场接受度不断提升，但部分地区电动车销售增速已出现放缓，政策支持也在变化中调整。 另一方面，新兴市场对传统燃油车的需求依然坚挺，展现出能源转型路上的复杂现实。 作为年内收尾的全球大型车 ...

加入轩辕同学 ， 成就新汽车人! 撰文 | 常 笑 编辑 | 张 南 设计 | 甄 尤 美 从开机广告的强制植入，到层层嵌套的付费会员体系，智能电视曾以"家庭娱乐中心"之名走进千家万户，最终却沦为广告投放的流量入口。 这个过程，恰是智能硬件行业异化的缩影：当技术创新让位于流量变现，用户体验便沦为可以牺牲的筹码。 如今，相似的剧情很可能在汽车座舱内再次上演。当汽车智能化加速，我们不得不警惕：智能电视失去用户信任的全过程，很可能以更危险的形 式在汽车行业重演。 2025年10月10日，特斯拉车机系统因一则电影联名主题推送引发车主集体不满，把"车机广告"这一争议话题推向舆论风口。 事件源于特斯拉为配合迪士尼电影《创：战神》上映，在海外部分车型中上线了"创战纪模式"定制界面，用户可手动切换至带有电影元素的蓝色霓 虹风格主题，虚拟仪表盘还会显示电影中的光轮摩托动画。 尽管官方强调这是"非强制、纯体验类"功能，且未直接植入商业广告，但海外车主们的愤怒情绪仍迅速发酵。 对此，不少特斯拉车主更是直言："这就是明晃晃的车内广告，没有什么可解释的。"还有更多车主担忧，此次的主题推送可能是特斯拉商业化试探 的开端。 事件最终以特斯 ...

撰文 | 涂 彦平 编辑 | 黄 大路 设计 | 甄 尤美 10月28日，主题为"想象例外"的2025瑞声科技技术峰会在浙江嘉兴西塘古镇良壤酒店举办。这座千年古镇的石板路与白墙黛瓦，与瑞声科技展 示的前沿技术形成微妙对比——传统与现代在此交汇，过去与未来在此对话。 加入轩辕同学 ， 成就新汽车人! 在这场技术盛宴上，瑞声科技发布了消费电子与智能汽车领域的一系列革新技术与解决方案，向外界展示了其打造"AAC inside=感知高定"品牌 信任标签的系统性能力。 在AI席卷全球的浪潮中，硬件被赋予了新的使命。设备需要在复杂环境中准确捕捉声音，清晰传达信息，甚至感知周围环境并做出精准反馈。 而捕捉声音的MEMS麦克风与输出声音的扬声器，正是瑞声科技的强势领域。 中信里昂近期研究报告透露，OpenAI已与瑞声科技洽谈相关零部件供应。 更引人注目的是，10月14日，苹果公司首席运营官Sabih Khan走访了瑞声科技常州均热板模组工厂，参观了首条全自动化超薄均热板生产线。这 家已与苹果合作17年的企业，正从幕后走向台前，开启品牌新篇章。 车载声学：重新定义移动空间的听觉体验 在汽车从代步工具演变为"第三空间"的今天，声 ...

加入轩辕同学 ， 成就新汽车人! 撰文 | 杜 咏 芳 编辑 | 张 南 设计 | 甄 尤 美 2028年的美国街头，你抬手轻点优步app，不到3分钟，一辆银灰色Stellantis出租车便缓缓停下。 它没有方向盘，也没有脚踏板，唯有一块简洁的智能交互屏闪烁微光，静静等候你上车。 这并不是科幻画面，而是即将落地的自动驾驶出行场景。 10月28日，Stellantis表示，已与英伟达（Nvidia）、优步（Uber）和富士康合作，探索联合开发具有4级自动驾驶能力的机器人出租车，核心目标是满足 全球范围内对自动驾驶汽车日益增长的需求。 从SAE International（前身为美国汽车工程师协会）的定义来看，4级技术意味着车辆在特定条件下能够控制所有驾驶功能，不需要任何监控或人工干 预。 正如英伟达的创始人兼首席执行官黄仁勋所说： "4级自动驾驶不仅是汽车行业的里程碑，更是AI能力的一次飞跃。车辆将变成一个机器人，能够以超 人的精准度观察、感知、规划和驾驶。" 根据合作规划，Stellantis将向优步在美国和国际业务交付至少5000辆搭载英伟达芯片的自动驾驶出租车。 优步将在美国开启初步运营，并逐步展开试点项 ...

加入轩辕同学 ， 成就新汽车人! 其中，广汽的角色是造车，宁德时代提供模块化换电巧克力电池以及相关能源方案，京东成为独家销售渠道。 官宣第二天，三方股票不同程度上涨。 10月22日，京东拍卖001号"国民好车"，最终价格为7819.3399万元。 第二天，京东官宣了这款新车的名字，即埃安UT Super，喊出了"舒享人生，跑赢世界"的口号。 今年初，埃安UT已在国内上市，这款UT Super是换电版。新闻稿说，它不仅解决了电动车用户普遍关心的续航焦虑和充电时间长的问题，同时通 过"可充可换，租购随心"的模式，降低了用户对电池折旧的担忧。 10月27日，京东又开始招募新车交付中心合作伙伴。"双十一"前，估计还将密集释放这款车的相关运作。 撰文 | 张 霖 郁 编辑 | 黄 大 路 设计 | 甄 尤 美 2025年2月，京东正式开启外卖业务，与美团和淘宝争夺即时零售市场。8个月后，京东又频繁官宣与整车厂合作，声量与频次远超往常。 10月14日，京东联合广汽集团与宁德时代宣布将发布一款"国民好车"，亮相时间定在11月9日，新车价格在10万元左右，是一款埃安现有车型的换 电版本。 "目前淘宝和京东双十一都不再公布商品 ...

xia'p加入轩辕同学 ， 成就新汽车人! 撰 文 | 莫 莉 夏普造车构想同中国造车车企思路非常接近，它并非要打造一款传统的交通工具，而是旨在创 造一个"车轮上的客厅"。 此前，其代号LDK+的概念车展示了这一愿景：车内不再是驾驶舱，而是融合了家庭影院、移动 办公室乃至家庭能源枢纽的智能生活空间。 编 辑 | 黄 大路 设 计 | 甄 尤美 2025年10月24日，夏普正式宣布将于2027财年推出一款电动汽车。这意味着，"液晶之父"打算 开启一场战略转型豪赌。 从最初原型车上拥有65英寸巨屏，到为贴近量产而优化为投影方案，夏普始终围绕着车家一体 的核心理念进行探索。这就跟最初理想汽车取名为"车和家"一样。 夏普将这款概念车称作"只有家电制造商才能打造的客厅式座舱"，希望用户在停车后把车辆当作客 厅的延伸空间来享受。 夏普的造车计划，还绑定着富士康。 作为苹果iPhone的代工巨头，富士康曾经渴望成为电动汽车界的安卓，但是， 8 月 4 日，它最 终宣布将 原本计划用于电动汽车生产的美国俄亥俄州洛兹敦的旧通用汽车工厂出售。 但是，夏普在富士康研发的纯电平台上结合自己在显示技术、AIoT（人工智能物联网）和智能 ...

Core Viewpoint - The article highlights the significant shift in Hong Kong's automotive market, where domestic electric vehicle (EV) brands from mainland China are rapidly gaining market share, reflecting changing consumer preferences and a move away from traditional foreign brands [4][6][17]. Market Dynamics - Liu Luanxiong, a prominent Hong Kong businessman, recently purchased multiple Zeekr 009 vehicles, indicating a growing trend among local elites towards domestic EV brands [4]. - In September 2025, Zeekr registered 546 vehicles in Hong Kong, capturing an 11.7% market share, followed by Aion with 246 vehicles (5.3%) and Xpeng with 120 vehicles (2.6%) [6]. - The shift from foreign brands like Toyota and Tesla to domestic brands is evident, with a notable increase in the registration of electric vehicles in Hong Kong [8][10]. Consumer Behavior - The article notes a change in consumer attitudes, with initial skepticism towards domestic brands evolving into active recommendations among friends [6]. - The rise of domestic brands is attributed to their competitive pricing and advanced features, appealing to the local market's preferences [14]. Government Policies - The Hong Kong government has implemented policies to promote EV adoption, including a roadmap to phase out new fossil fuel vehicles by 2035 and achieve carbon neutrality by 2050 [17]. - Financial incentives for EV purchases, such as tax reductions for trading in old vehicles, have further encouraged consumers to switch to electric options [19][20]. Charging Infrastructure - The government is investing in charging infrastructure, with plans to install charging facilities in residential areas and public spaces, aiming for 200,000 charging points by 2027 [20]. - As of March 2025, there were 11,188 public charging stations in Hong Kong, facilitating the growing number of electric vehicles [21]. Competitive Landscape - Domestic brands are increasingly entering the Hong Kong market, with new models and features tailored to local consumer needs, such as support for Cantonese voice control [14][23]. - The article emphasizes that Hong Kong serves as a critical testing ground for mainland brands looking to expand internationally, particularly in right-hand drive markets [22][24]. Financial Opportunities - Hong Kong's financial environment is favorable for mainland EV companies, providing access to capital markets and opportunities for international expansion [26][27]. - The stock market has seen significant growth in the EV sector, with a market capitalization increase of approximately four times since 2015, highlighting investor confidence in the industry [27][29].

Regulatory Environment - The National Highway Traffic Safety Administration (NHTSA) is conducting a new round of regulatory scrutiny on Tesla's Full Self-Driving (FSD) system, focusing on the aggressive driving mode known as "Mad Max" [3][8][9] - The "Mad Max" mode allows for more aggressive maneuvers such as lane changes and following distances, raising concerns about road safety and compliance with driving norms [3][8][9] - NHTSA has initiated inquiries based on reports of 58 traffic violations related to FSD, including 14 accidents and 23 injuries, indicating a serious regulatory focus on the potential risks associated with this driving mode [8][19] Market Performance - Tesla has seen a significant breakthrough in the East Asian market, with South Korea emerging as its third-largest market globally, following the U.S. and China [4][16] - In the third quarter, Tesla delivered 7,974 vehicles in South Korea, maintaining the top position in imported car sales for two consecutive months [16][18] - The growth in South Korea is attributed to favorable government policies, including increased subsidies for electric vehicles and a shift in consumer preferences towards electric SUVs [17][18] Global Strategy and Challenges - Tesla's ability to balance regulatory compliance with user experience is being tested amid these dual narratives of regulatory scrutiny in the U.S. and market growth in South Korea [5][19] - The company achieved a record global delivery of 497,000 electric vehicles in the third quarter, a 7.4% year-over-year increase, driven by strong demand in China and preemptive buying in the U.S. before tax incentives were removed [18][19] - Despite the strong performance, challenges remain, including the potential impact of the U.S. tax credit expiration, aging product lines, and increasing competition in the electric vehicle market [18][19]

Core Viewpoint - The article discusses the significance of the Lingxuan Award in recognizing innovation in the Chinese automotive parts industry, highlighting its evolution over the past decade and its role in shaping the supply chain amidst the trends of electrification and intelligence in the automotive sector [10][12][50]. Group 1: Overview of the Lingxuan Award - The Lingxuan Award is an annual recognition for contributions in the automotive parts sector, evaluated by procurement and R&D leaders from major automotive companies in China [12][20]. - The award has evolved from filling a gap in the industry to becoming a core reference for supply chain choices among major automotive manufacturers [17][50]. - The award aims to discover cost-effective supply chains, enhance local industry security, and promote the transition to "new automobiles" in the era of electrification and intelligence [17][49]. Group 2: Evaluation Process - The evaluation process for the Lingxuan Award has shifted to a more immersive workshop format, allowing for in-depth discussions among judges from procurement and R&D backgrounds [25][30]. - The final evaluation involved 127 cases, with judges discussing and voting on the most innovative and applicable technologies across various categories [10][38]. - The award ceremony will take place during the WNAT-CES 2025 event in December, showcasing the winners and their contributions [10][20]. Group 3: Industry Trends and Insights - The evaluation revealed that 58% of the cases focused on intelligent cockpits, intelligent driving, automotive software, and chips, indicating a shift towards "software-defined vehicles" [38][41]. - Key trends identified include the emergence of new enterprises as vital players in the supply chain, the need for systematic upgrades in cost, safety, and international adaptability, and the growing importance of "emotional value" in user experience [39][41][48]. - The judges emphasized that cost control is paramount in product evaluation, with a focus on integrated architecture to balance cost reduction and intelligent features [44][45]. Group 4: Future Directions - The Lingxuan Award serves as a platform for self-reflection and collaborative evolution within the automotive supply chain, fostering connections between parts manufacturers and automotive companies [50]. - The participation of new enterprises, which accounted for over 20% of the cases, highlights the infusion of fresh energy and innovative technologies into the local supply chain [49][50]. - The award's ongoing mission aligns with the industry's pressing needs, ensuring that it remains relevant and impactful in the face of rapid technological advancements [49][50].