撰 文 / 玖 零 设 计 / 赵 昊 然 当特斯拉将Autopilot算法注入Optimus的"大脑"，广汽GoMate用汽车电驱技术重构机器人关节，一 场由车企主导的"造人"革命正在重塑全球产业格局。据摩根士丹利预测，到2030年全球人形机器人 市场规模将突破千亿元，其中，中国凭借汽车产业链优势，有望占据半壁江山。 车企的跨界不仅是技术复用，更涉及人才迁徙与生态重构，这场从"四个轮子"到"两条腿"的进化， 不仅是技术跨界，更是一场关于人类生产方式的深刻重构。 技术复用：从造车到"造人"的底层逻辑 车企跨界人形机器人并非偶然，其本质是工业化能力向智能化场景的系统性迁移。这种跨界背后， 隐藏着技术复用、供应链共享和战略重构的深层逻辑。 1.1 技术同源性的深度挖掘 智能汽车与人形机器人在感知、决策、执行三大核心环节的技术架构高度重叠。尤其是软件层面， 智能汽车领域积累的环境感知、路径规划、动态决策等算法，可直接迁移至人形机器人开发。这种 技术外溢效应，本质上是汽车产业在智能化进程中形成的"技术资产"向机器人领域的自然延伸。 2019年，特斯拉Autopilot团队的工程师张宇（化名）被调往机器人Optimus ...

撰 文 / 牛跟尚 设 计 / 琚 佳 中国电动汽车百人会副理事长兼秘书长张永伟长期研究汽车"五化"变革，他未曾想到，作为商用车 范畴的专用车在行业内颇受关注。 在5月15日举办的中国首个专用车主题盛会——专用车产业创新发展大会暨专用车科技展(2025) 前，十堰市委书记黄剑雄提出，作为"商用车之都"的十堰希望举办专用车大会。 此前，行业专家普遍认为会议筹备难度大，原因在于专用车领域缺乏像乘用车领域那样有流量的企 业家、爆款产品及明星企业，作为2B产品，其C端关注度较低 。 百人会团队经调研和课题研究，发现诸多转变。 其一，专用车领域不乏创新及竞争力产品。 十堰因车而兴，拥有56家专用车资质企业，年均生产10万辆，涵盖自卸、厢式等六大类3162个公告 产品，正打造千亿级产业集群，预计2027年产量达15万辆。 总部和工厂位于十堰的东风商用车，其专用车底盘累计销售超30万台，服务全国多地，应用于环 卫、消防等场景。 正如东风商用车事业部总经理张小帆所言，在"双碳"战略和技术革命背景下，专用车高端化、智能 化、绿色化趋势显著，产业格局深刻变革。 其二，专用车产业正经历重大变革，摆脱以往"散、小、乱"的印象，实现跃 ...

Core Viewpoint - The article discusses Toyota's strategic focus on plug-in hybrid electric vehicles (PHEVs) amidst a slowing growth rate in electric vehicle (EV) sales, highlighting the company's diversified approach to achieving carbon neutrality and its cautious stance compared to other manufacturers [3][5][11]. Group 1: Market Trends and Predictions - Electric vehicle sales are still growing, but the pace has slowed compared to early 2020 [3]. - Analysts predict moderate growth for PHEVs in the next five years, with S&P forecasting a penetration rate increase from about 2% last year to 5% by the end of the decade in the U.S. [5]. - AutoPacific estimates that by 2030, the penetration rate for PHEVs will reach approximately 4.2%, while AutoForecast Solutions expects it to stabilize around 3.3% [5]. Group 2: Toyota's Strategy and Product Line - Toyota has been promoting hybrid vehicles globally since 1997, with PHEVs being a natural extension of this strategy [7]. - Currently, PHEVs account for 50.6% of Toyota's electric vehicle sales in North America [7]. - The company plans to expand its PHEV lineup, with a focus on increasing electric-only range [9][11]. Group 3: Sales Performance and Growth - Toyota and Lexus PHEV sales grew by 39% last year, with the Prius and RAV4 PHEV models increasing by 30% [13]. - Lexus PHEVs, including the new TX model, saw an impressive growth of 88.6% [14]. Group 4: Challenges and Consumer Education - PHEVs face higher manufacturing costs due to the dual powertrain system, making them more expensive than traditional hybrids or gasoline vehicles [16][18]. - Educating consumers about the benefits and operation of PHEVs is crucial for increasing market acceptance [20]. Group 5: Future Models and Innovations - Toyota is transitioning core models to offer only hybrid options, starting with the new Camry and RAV4 [23]. - The Grand Highlander is expected to feature a PHEV system, likely based on the RAV4's technology [25]. Group 6: Long-term Strategy and Production Capacity - Toyota's long-term strategy includes offering a variety of powertrain options, including hybrids, PHEVs, and EVs [27]. - The company is set to begin battery production at its new North Carolina plant, which will support the demand for PHEVs and EVs [31][32].

Core Viewpoint - The automotive industry is currently facing intense competition characterized by price wars and public relations battles, with major players like Great Wall Motors and Huawei leading the charge in quality and innovation discussions [3][4]. Group 1: Industry Dynamics - Great Wall Motors' chairman, Wei Jianjun, initiated a strong critique of competitors, likening the automotive industry to the situation faced by Evergrande in real estate [4]. - Huawei's executives, particularly Yu Chengdong, emphasized the importance of quality over cost-cutting, stating that many vehicles from other manufacturers do not meet Huawei's quality standards [7][8]. - The Future Automotive Pioneer Conference showcased significant participation from traditional automakers, indicating a shift towards more vocal and competitive strategies in the industry [4]. Group 2: Quality and Innovation - Yu Chengdong highlighted the need for the industry to avoid setting standards based on the lowest performers, advocating for a focus on quality and innovation [8]. - He criticized the marketing strategies of competitors that exaggerate product capabilities, asserting that Huawei's approach is more grounded and realistic [8]. - The emphasis on technological advancements was reiterated, with Huawei claiming leadership in several key areas such as smart driving and intelligent cockpit technology [8]. Group 3: Strategic Partnerships - Various automotive leaders expressed their commitment to collaboration with Huawei, indicating a trend towards partnerships that leverage Huawei's technological expertise [18][22]. - Chery's chairman, Yin Tongyue, stated that aligning with Huawei's vision has led to smoother operations and better market performance [18]. - Jianghuai Automobile's chairman mentioned significant investments in collaboration with Huawei, aiming to enhance innovation capabilities [22]. Group 4: Market Positioning - Executives from different companies, including SAIC and BAIC, discussed the necessity of moving towards high-end markets rather than engaging in price wars, which they view as detrimental to the industry [26]. - The sentiment across the industry is shifting towards creating more valuable and desirable products rather than competing solely on price [26].

这一业绩已超过很多车企。 撰 文 / 张霖郁 设 计 / s h e l l y 舆论不断挑战雷军，但小米未来5年会不会成为汽车行业最强劲的对手？ 2025年第一季度财报显示，小米汽车总收入达186亿元，其中汽车业务收入181亿元，如用一季度交 付量75869计算，小米单车平均售价为23.86万元，仅靠一款纯电轿车小米SU7就拿下此成绩。尽管 汽车业务当季整体亏损5亿元，但小米毛利率已实现23.2%。 何小鹏在多个场合表示，小鹏今年四季度目标是实现盈利。 5月27日的财报会上，小米官方称毛利率提升一是因为单款爆品带来的成本分摊，二是SU7没有降 价，三是Ultra版本的推出以及周边产品带来的收入。 小米合伙人兼总裁卢伟冰在回答分析师关于小米YU7将标配拉满是否会影响其定价策略时 说："YU7你们也看到产品力很强，全系标配激光雷达、长续航、全屏幕显示等，产品竞争力是核 心。如果一个不强的产品力，想有好的盈利能力，我觉得是不可能的，盈利是结果，不能当目标追 求。SU7去年3月28日上市后，时隔14个月，今天市面上哪一个产品是它的对手？一款都没有，一 个能打的都没有。没有对手就能保证你的定价权，才能保证合理的利润率 ...

Core Viewpoint - CATL aims to redefine its identity from a mere battery manufacturer to a pioneer in the new energy sector, emphasizing its role in the development of battery swapping technology [4][5]. Group 1: Development of Battery Swapping - CATL has transitioned from a parameter-driven phase to a demand-driven phase in the battery market, highlighting its ambition to become a zero-carbon technology company [5]. - The company is constructing the world's largest and most advanced battery swapping network, targeting both passenger and commercial vehicles [7]. - The launch of the first battery-swapping model, the Changan Auchan 520, marks a significant step in the large-scale implementation of standardized battery swapping in the transportation market [8]. Group 2: Industry Challenges and Solutions - The lack of standardized battery swapping systems has been a major barrier to the widespread adoption of battery swapping technology [16]. - CATL has developed standardized battery blocks to address this issue, enabling compatibility across various vehicle models [17][19]. - The company plans to build 1,000 battery swapping stations by 2025, with a long-term goal of establishing 30,000 stations in collaboration with partners [25]. Group 3: Market Dynamics and Growth Potential - The battery swapping market is expected to experience significant growth, driven by policy support, technological standardization, and market cultivation [12][14]. - The market for battery swapping in heavy-duty trucks is projected to reach approximately 468 billion yuan by 2025 and 922 billion yuan by 2030 [43]. - CATL's initiatives in battery swapping are anticipated to enhance operational efficiency and reduce costs for heavy-duty truck operators, making it an attractive option for the logistics industry [38][41]. Group 4: Broader Ecosystem Impact - Battery swapping is not just a refueling method but a comprehensive ecosystem that includes technology, infrastructure, and commercial aspects [46]. - The integration of battery swapping stations with renewable energy sources can transform them into distributed energy nodes, contributing to grid stability [48]. - The establishment of a robust battery swapping network is expected to reshape urban energy infrastructure and planning, creating a multi-trillion yuan industry ecosystem [48].

编 译 / 路 行 设 计 / 赵昊然 来 源 / 路透社、 C N B C 等 作 者 / N a n d i t a B o s e 、 D a v i d S h e p a r d s o n、N n a m d i E g w u o n w u等 埃隆·马斯克（Elon Musk）在白宫工作的日子结束了。 自1月特朗普（Donald Trump）第二任期开始以来，马斯克就领导政府效率部（Department of Government Efficiency，简称DOGE），负责削减联邦政府规模。 作为"特别政府雇员"，马斯克每年最多可在政府部门工作130天（可分散进行）。白宫于2月3日首 次公开承认马斯克的职位，因此他的任期已接近尾声。 一位不愿透露姓名的白宫官员证实马斯克将离任，并表示他于美国时间28日晚开始办理离职手续。 马斯克此前批评了特朗普目前正在国会推进的一项支出法案，他表示这项法案"削弱了DOGE团队 正在推进的工作"。 他的离任过程迅速且没有任何仪式。据知情人士透露，马斯克在宣布退出前并未与特朗普进行正式 会谈，他的离开是在"高层幕僚层面"决定的。 "DOGE的使命将随着时间推移而愈 ...

撰 文 / 刘宝华 设 计 / 赵昊然 "一家6口出行，丈母娘和小孩，坐哪个位子？" 欧洲汽车设计师回答：开两辆车；中国设计师则说：第二排放安全座椅，丈母娘一般都会抢着坐第 三排。中西方家庭出行场景的差异在这轮问答中被典型展现，东方人在出行时会更关注人与人之间 的关系。 一个国际化的团队怎么深度理解中国用户的价值观？"这道难题把我们土生土长的欧洲设计师硬生 生地逼成深谙忠孝文化的'中国女婿'"。 5月22日，吉利银河旗下AI科技大六座SUV吉利银河M9在意大利米兰迎来全球首秀，吉利汽车集团 副总裁、分管吉利全球设计业务的陈政在现场讲述了这样一则设计故事。"段子"讲完后，台下观众 席笑声一片。 银河M9基于吉利GEA Evo原生架构打造，定位品牌旗舰SUV。银河是吉利集团最快达成百万辆的 新能源品牌，作为达成百万销量后推出的首款旗舰产品，银河M9的战略地位不言而喻。 什么样的审美，才能够满足更大的年龄跨度？做到雅俗共赏、老少皆宜？ …… 2年时间后，在米兰的银河M9亮相现场，陈政公布了答案：用全球化的设计团队，融合全球设计智 慧和东西方美学精髓，找到"审美最大公约数"，打造最美大6座旗舰SUV。 找到"审美最大 ...

编 译 / 周 洲 设 计 / 赵昊然 来 源 / A u t o m o t i v e N e w s ，b y Vi n c e B o n d Jr.、L u c a C i f e r r i 、 P e t e r S i g a l 继日产汽车之后，Stellantis新CEO艰难上岗。 CEO职位空缺6个月之后，全球第四大车企Stellantis任命美国高管安东尼奥·菲洛萨（Antonio Filosa）为首席执行官。 5月28日，Stellantis发布声明称，目前担任美洲首席运营官兼全球首席质量官的菲洛萨接替去年12 月辞职的唐唯实（Carlos Tavares），将于6月23日履新。 52岁的意大利人菲洛萨是菲亚特克莱斯勒资深高管，1999年进入菲亚特集团，有26年的行业工作经 验。 Stellantis董事长约翰·埃尔坎（John Elkann）在过渡期一直承担CEO的职责。 埃尔坎称，菲洛萨在面临前所未有的挑战之际，在北美和南美展现出强大而高效的领导力"证明了 他胜任这一职位的卓越能力"。 菲洛萨在履新当日亦将宣布新的高管团队，同时推动集团重组。 在晋升过程中，菲洛萨参与过采购、物流 ...

5月21日，国务院反垄断反不正当竞争委员会专家咨询组全体会议强调，要紧扣加快构建全国统一 大市场、综合整治"内卷式"竞争、加强竞争监管执法等重点任务，为提升公平竞争治理能力、维护 公平竞争市场秩序贡献智慧力量。 撰 文 / 钱 亚 光 设 计 / 赵 昊 然 价格战一再成为近几年汽车行业的热议话题。价格战短期对消费者有好处，可以用较低的价格买到 心仪的汽车。但持续性、单纯地"卷价格"也会产生很多负面的影响，造成企业亏损、行业不振、质 量下降、研发停滞，最终恶果也会传导到消费者身上。 据中国汽车流通协会乘联会统计，2024年汽车市场降价规模显著扩大，涉及227款车型，远超2023 年的148款及2022年的95款。 据中国汽车流通协会统计，2024年全国乘用车市场中，新能源新车降价车型降价幅度达9.2%；燃油 车新车降价车型降价幅度达6.8%；总体乘用车市场新车降价车型的降价幅度达8.3%。 持续上演的价格战让国内汽车制造业利润进一步被吞噬。中国汽车工业协会数据显示，2024年汽车 行业利润率仅为4.3%，较2023年下跌0.7个百分点，远低于全国工业企业平均6%的水平。 最近，比亚迪以限时一口价或限时补贴形式 ...