年末欢聚 ， 共启新程! 设计 | 甄 尤 美 作者 | 吴 周 涛 （ 北 京现 代 董 事 长 ） 编辑 | 吴 静 Editor's notes 编者按 " 汽车行业历经百年的发展到今天，新技术、新合作、新生态迭代进步，目前产业合作早已不是简单的能源互补，而是技 术同源、标准同轨、价值共创的深度融合。 " 12 月 5 日，在 2025 第十届新汽车技术合作生态交流会（ WNAT-CES 2025 ）上，北京现代董事长吴周涛分享了自己对中国汽 车行业未来变化趋势的理解。 他还表示，在当前新能源智能化进入快速发展大格局下，合资车企必须要加快变革调整的步伐，一方面对原研车产品进行 精简优化，并开启油电同智的发展策略； 另一方面，要依托国内成熟的平台融合 ICT 企业智能化的技术，引入新的供应链体系。更为重要的是，现在竞争更多是效 率之战，各个车企在如何提效方面做了巨大努力，包括组织结构的变化、决策流程的变化。 在这样的行业变革和生态趋势下，吴周涛分享了北京现代未来发展的主要路径 —— 本土运营、内需转型、出口基地、运营 高效。 以本土运营为例。吴周涛表示，合资企业过去单一依靠外方导入产品和技术的模式将得到根 ...

Core Viewpoint - The article discusses the evolution of automotive sound systems, emphasizing the balance between hardware specifications and user experience, and the need for innovation in car acoustics as vehicles transition from mere transportation to immersive living spaces [4][7][41]. Group 1: Current Market Trends - As of September this year, vehicles with more than five speakers account for 80% of the passenger car market, while those with over twenty speakers represent 10% [4]. - High-end models are pushing the boundaries of speaker counts, with examples like the NIO ET9 featuring 35 speakers and the Zeekr 9X with 32 speakers [6]. Group 2: Industry Challenges - There is a significant gap between speaker specifications and actual audio experience, leading to consumer complaints about misleading claims regarding speaker counts and power ratings [6][9]. - The industry faces a dilemma of balancing hardware specifications with real-world audio performance, as excessive focus on numbers can detract from the overall user experience [9][19]. Group 3: Expert Insights - Experts from various automotive companies emphasize the importance of achieving a balance between hardware capabilities and user experience, advocating for a focus on situational audio design rather than merely increasing speaker counts [9][10][19]. - The discussion highlights the need for a holistic approach to sound design, integrating hardware and software innovations to enhance audio quality and user satisfaction [10][36]. Group 4: Technological Innovations - Key technologies such as AI speaker optimization and the A²B2.0 digital audio bus are identified as crucial for the future of automotive sound systems, enabling better performance without solely relying on hardware upgrades [26][28]. - The integration of sound systems with other sensory technologies, such as haptic feedback and visual cues, is seen as a way to create a more immersive user experience [45][49]. Group 5: Future Directions - The automotive industry is moving towards a model where sound systems are not just about audio quality but also about emotional connection and user engagement, redefining the role of sound in vehicles [41][47]. - The potential for "no-speaker" sound systems, which utilize the car's structure as a sound-emitting surface, is being explored, although current implementations are still in early stages [59][60].

Group 1 - The core issue in the Netherlands regarding Nexperia's control remains unresolved despite the temporary suspension of the administrative order by the Dutch government, indicating ongoing tensions between parties [3] - On December 10, 2023, Wentech Technology invited a court-appointed custodian from Nexperia for discussions to regain control and restore governance structures [5] - Wentech Technology emphasized that restoring its legal control and shareholder rights is essential to resolving the governance deadlock at Nexperia [6] Group 2 - South Korea announced a significant investment plan of 700 trillion won (approximately 534 billion USD) to strengthen its semiconductor industry, led by President Lee Jae-myung [12] - The plan includes 1.27 trillion won for AI chips, 215.9 billion won for next-generation storage chips, and 620 billion won for compound semiconductors and chip packaging [13] - A total of 4.5 trillion won will be allocated for a chip foundry investment plan, focusing on traditional chips for automotive and data center applications [14] Group 3 - Japan's Kioxia plans to start production of next-generation NAND flash chips using 10th generation technology at its Iwate factory next year, responding to the growing demand driven by AI [25] - Kioxia forecasts a 20% annual growth in NAND storage demand from data centers, particularly from large-scale operators [25] - Japan has launched a 65 billion USD industry support plan to revitalize its domestic semiconductor sector, attracting both local and global chip manufacturers [33][34] Group 4 - The current chip shortage is driven by explosive demand from AI developers and cloud computing giants, contrasting with previous shortages caused by external disruptions [38] - The inventory levels of traditional memory chips have drastically decreased, leading to a supply crunch that has intensified competition among tech giants like Microsoft and Google [40][41] - The stock prices of chip manufacturers, such as SK Hynix, have surged over 230% in the past year, reflecting strong market confidence in the growth potential of the AI-driven chip industry [42]

Core Insights - The article emphasizes that by 2025, smart cockpits will transition from "function stacking" to "experience reconstruction," as user demands evolve from basic interactions to emotional companionship and multi-modal integration [3][11] - Industry data indicates that 85% of global vehicles equipped with L2+ and above smart driving will feature multi-screen interactions and voice assistants, with Gen Z users making up 42% of the market, driving the shift towards personalized and immersive experiences [3][11] Current Challenges in Smart Cockpits - The smart cockpit industry faces multiple challenges, including ecosystem fragmentation, data security issues, and impractical user experiences [5][11] - Over 30% of vehicles excessively collect user data, with only a few companies meeting high security standards, while 60% of users find features like in-car karaoke useless [5][11] - The integration of smart cockpits and smart driving is costly, with high maintenance costs for flexible screens and inconsistent software updates posing significant challenges [5][11] Industry Insights from Experts - Experts at the WNAT-CES 2025 conference discussed the fragmentation of hardware and software in smart cockpits, leading to high adaptation costs for content providers and a lack of differentiation in user experience [7][8] - The need for a unified standard and ecosystem expansion was highlighted as a significant challenge, with traditional mobile internet paths not necessarily applicable to the automotive sector [7][8] - The automotive industry is undergoing significant changes due to the influx of innovators from the consumer electronics sector, necessitating multiple transformations [9][23] User Experience and Demand - Current smart cockpits have achieved basic functionalities like multi-screen interaction and voice control, but there are still gaps in user experience, particularly in adapting to different user needs [31][32] - The balance between universal and targeted user needs remains a challenge, with different age groups requiring different interaction designs [31][32] Future Directions and Innovations - The integration of AI and multi-modal perception in smart cockpits is expected to significantly enhance user interaction, but it will also require substantial data processing capabilities [38][39] - The future of smart cockpits will likely involve a shift towards a platform-based approach, allowing for more efficient cost management and user experience improvements [47][63] - The industry is encouraged to focus on safety and compliance while innovating, ensuring that user data privacy and security are prioritized [49][50] Competitive Advantages in the Chinese Market - China's largest market and user base provide a significant advantage for innovation and iteration in the smart cockpit sector [56][58] - The collaborative environment in China allows for rapid testing and growth of various applications, fostering a culture of innovation [56][58]

Core Insights - The article discusses the leadership changes at two major German luxury car manufacturers, BMW and Mercedes-AMG, highlighting the strategic implications of these transitions for their future direction [3][6]. BMW Leadership Transition - Milan Nedeljkovic, a long-time BMW executive, will become the new CEO, succeeding Oliver Zipse, who has served for seven years. Nedeljkovic's contract will last until 2031, and he is expected to lead the company through its electric vehicle transition [6][10]. - Nedeljkovic has been with BMW since 1993 and has held various positions, including production head, making him a strong internal candidate for the CEO role. His experience includes overseeing production at key BMW facilities globally [8][10]. - The market reacted positively to the leadership change, with BMW's stock remaining stable and close to an 18-month high. Investors believe that the peak investment phase for the Neue Klasse electric vehicle platform has passed, indicating a potential for profit release in the future [10][11]. - The success of Nedeljkovic's tenure will largely depend on performance in the Chinese market, where BMW's sales have declined by 11% year-on-year in the first three quarters of 2025 [11][12]. Mercedes-AMG Leadership Transition - Mercedes-AMG appointed Stefan Weckbach, a former Porsche executive with extensive experience in electric vehicle projects, as its new leader. He will also oversee the high-end vehicle group, which includes AMG, Maybach, and G-Class product lines [6][15]. - Weckbach's background includes significant contributions to Porsche's electric vehicle strategy, including the development of the Taycan, positioning him well to lead AMG's electric transition [18][21]. - AMG is currently focused on developing its first production model based on the AMG.EA electric architecture, with a new four-door coupe expected to launch in 2026, directly competing with the Porsche Taycan [21][24]. - The leadership changes at Mercedes-Benz are part of a broader strategy to address declining revenues and profits, with the company reporting a 7% year-on-year revenue drop to €32.14 billion (approximately $37.37 billion) in Q3 2025 [24].

加入轩辕同学 ， 成就新汽车人! 作 者 | 李 均 （ 犬安 科 技 C E O ） 编 辑 | 郝雨 涵 设 计 甄 尤 美 设 计 | 甄 尤 美 2023年Pwn2Own黑客大赛上，法国团队Synacktiv亮出硬核操作——凭借 TOCTTOU攻击技术，仅耗时2分钟就远程攻破特斯拉Model 3的网关系统 与信息娱乐子系统，一举拿下35万美元奖金和一辆Model 3新车。 这绝非赛场噱头，而是智能汽车网络安全风险的真实切片。 早在 2015年，菲亚特克莱斯勒美国公司曾宣布召回约140万辆存在软件漏洞的汽车，原因是两名黑客在车辆行驶过程中，从10英里之外用计算机 侵入名为Uconnect的触屏车载无线电系统，对车辆的方向盘、油门、刹车以及空调、收音机、雨刷等功能加以操控。 这类威胁并不是外资品牌的 "专属难题"，自主品牌同样难逃一劫。 此前，蔚来汽车就曾遭遇勒索攻击，攻击者窃取核心数据后，公然索要价值 225万美元的比特币，气焰嚣张。 正是在这样的行业背景下，探析汽车网络安全攻防的技术演进与治理路径，成为筑牢产业安全防线、推动智能汽车高质量发展的必答题。 2025年12月6日下午，WNAT-CES 20 ...

Core Viewpoint - The article discusses the current challenges and dynamics in China's new energy vehicle (NEV) industry, particularly focusing on the supply chain issues related to battery production and the ongoing competition between automakers and battery suppliers [4][5][7]. Group 1: Supply Chain Challenges - The recent interactions between automakers and battery manufacturers highlight the supply-demand imbalance in the battery industry, which is critical for vehicle manufacturing [5][7]. - Automakers are facing a "sweet trouble" as they set ambitious sales targets that exceed initial expectations, leading to concerns about whether suppliers can meet these demands [9][10]. - The surge in sales for models like the Chery Fengyun A9L and SAIC MG4 has exposed the limitations in battery supply, as both models experienced sales far exceeding their initial production plans [10][11][12]. Group 2: Battery Market Dynamics - The domestic power battery installation volume reached 578.0 GWh from January to October, marking a 42.4% year-on-year increase, indicating strong demand in the market [13]. - The price of lithium carbonate has seen significant fluctuations, with a recent increase causing additional challenges for battery manufacturers in managing costs and supply [16][19]. - The article notes that the lithium carbonate price has risen sharply from a low of 59,900 CNY/ton in May to 81,000 CNY/ton in August, reflecting the volatility in raw material costs [19]. Group 3: Automaker Strategies - Automakers are increasingly taking control of their battery supply chains by investing in battery production capabilities, as seen with companies like Geely and FAW [24][26]. - The trend of automakers establishing joint ventures and acquiring battery companies is aimed at ensuring a stable supply of batteries and reducing dependency on external suppliers [22][30]. - The overall profit margins for the automotive industry have been declining, with the profit rate dropping to 4.3% in 2024, prompting manufacturers to seek more control over battery costs [23]. Group 4: Future Outlook - The article raises concerns about the future of the battery supply chain as production capacity expands, questioning the sustainability of the current growth trajectory in the NEV market [30]. - The ongoing competition between automakers and battery suppliers is expected to intensify as both parties navigate the challenges of supply, pricing, and technological advancements [30].

Core Insights - The first model based on Volkswagen's CEA electronic and electrical architecture, specifically developed for the Chinese market, will be launched on December 31 this year in Anhui [3] - The new model, named "Zhizhong 07," is a collaboration between Volkswagen and Xiaopeng Motors, marking a significant investment and partnership aimed at developing electric vehicles for the Chinese market [6][8] - The leadership transition to Han Sanchu as CEO of CARIAD China is expected to enhance software development capabilities and shorten product development cycles [3][8] Group 1 - Volkswagen's CEA project, initiated in July 2024, aims to create a new generation of electronic and electrical architecture tailored for the Chinese market [4] - The partnership with Xiaopeng Motors includes a strategic agreement to expand the collaboration on electronic and electrical architecture technology, integrating it into both electric and hybrid vehicle platforms [6] - The new vehicle "Zhizhong 07" has dimensions of 4853×1852×1566 mm and a wheelbase of 2826 mm, categorizing it as a mid-size sedan [6] Group 2 - The establishment of Volkswagen (China) Technology Co., known as VCTC, is a pivotal development in Volkswagen's localization strategy, serving as the largest R&D center outside Germany [8][16] - The decision-making power for local electric vehicle development and software has shifted to the Chinese team, providing unprecedented autonomy in the region [9][18] - The new R&D structure combines VCTC's focus on vehicle engineering and hardware with CARIAD China's emphasis on architecture and software, fostering collaboration [16][18] Group 3 - The CEA architecture aims to decouple software and hardware, presenting significant challenges in both technical architecture and development processes [23][24] - The CEA architecture will serve as the core control mechanism for vehicle development, allowing for standardized interfaces and cost reduction [27][28] - The development efficiency has improved by 30%, and costs have decreased by 40% due to localized decision-making and development processes [27][28] Group 4 - The CEA architecture is set to evolve through multiple iterations, with CEA 1.0 expected to deliver its first vehicle by the end of this year, followed by broader platform integration in subsequent versions [32][33] - The architecture will support various powertrain options, including electric, hybrid, and traditional combustion engines, marking a significant industry advancement [32][33] - The long-term vision includes creating a multi-agent vehicle ecosystem that enhances user experience through advanced AI and real-time interaction capabilities [39][40]

加入轩辕同学 ， 成就新汽车人! 说到汽车热系统，汽车空调制冷剂的替代是一个绕不过去的话题。 薛庆峰表示，现阶段国内外对于汽车空调制冷剂替代的选择基本趋同：燃油车首选方案是HFO-1234YF，可能的备选方案是二氧化碳系统；新能 源汽车首选方案是R290二次循环系统，在此之前可能的过渡方案是混合工质。 作者 | 薛 庆 峰 （ 中 国 汽 车 工 业 协会 汽 车 热 系 统 分 会 秘 书 长 ） 设计 | 甄 尤 美 编辑 | 涂彦 平 "当前我们国家正在大力发展新能源汽车，但是欧美却把电动车发展的步伐放缓了。这使得我们汽车热系统整个行业被动地走到了风口浪尖，来 到了世界的前端。" 12月6日，在2025第十届新汽车技术合作生态交流会（WNAT-CES 2025）上，中国汽车工业协会汽车热系统分会秘书长薛庆峰在演讲中表示。 这自然给中国汽车热系统行业带来挑战——鲜有可以借鉴的成熟的技术，需要不断创新，自己去探索；同时也带来机遇——中国广阔的新能源 车市场为新产品提供了巨大的应用空间，为技术创新提供了大量的试错机会。 最后，他提到，希望有一套能够适用多种制冷剂的通用的汽车空调热系统，既能保持当下中国电动车低 ...

Core Viewpoint - The Chinese automotive industry is rapidly evolving, with companies like Li Auto facing significant challenges and emphasizing the need for innovation and cost management to remain competitive [4][6][14]. Group 1: Challenges Faced by Li Auto - Li Auto is currently dealing with five major challenges: evolving consumer demands, ongoing price competition, intensified geopolitical conflicts affecting supply continuity, market volatility, and accelerated application of new technologies leading to quality challenges [6][8]. - The company recognizes the need to shorten product iteration cycles significantly, which requires a substantial increase in innovation density [4][11]. - Price competition has led to a 4% decrease in the average transaction price of new energy vehicles in China, now at 170,000 yuan, with further reductions expected due to tax and subsidy changes [14][18]. Group 2: Strategies for Cost Management - Li Auto has made cost management a primary focus for all platform products, emphasizing that the success of platform products directly influences the overall success of vehicle products [19][21]. - The company aims to enhance product value while simultaneously managing costs, with a target for the product development team to achieve significant cost reductions [18][19]. - The strategy includes leveraging existing partnerships and focusing on both red ocean (traditional) and blue ocean (new technology) components to optimize supply chain efficiency [6][23]. Group 3: Supply Chain and Risk Management - Li Auto is addressing supply chain risks by diversifying resources and forming strategic partnerships to ensure supply continuity amid geopolitical tensions [25][28]. - The company has approximately 500 tier-1 partners and over 5,000 tier-2 and tier-3 suppliers, highlighting the complexity of managing supply chain risks [30][31]. - A focus on vertical integration is emphasized as a long-term strategy to enhance supply chain resilience and efficiency [24][33]. Group 4: Innovation and Product Development - Li Auto is implementing a collaborative innovation model, organizing teams by product categories to foster targeted innovation efforts [13][14]. - The company aims to achieve "zero defects" in quality, focusing on design and process reliability, and is investing in AI-driven quality monitoring systems [46][48]. - The need for rigorous testing and validation of new technologies is underscored, as the automotive industry faces increasing quality challenges due to the integration of electronics and software [43][46]. Group 5: Organizational Efficiency and Future Outlook - The company is exploring ways to enhance organizational efficiency through the integration of AI technologies, which are expected to significantly improve operational productivity [52][54]. - Li Auto's approach emphasizes collaboration and shared success with partners, aiming to navigate industry challenges collectively [54]. - The long-term vision includes a commitment to sustainability and carbon reduction, aligning with national energy goals [50].