作者 | 雍 军 （ 阿 维 塔 科 技 副 总裁 ） 加入轩辕同学，成就新汽车人！ 一直以来，安全都是最大的豪华，作为长安汽车打造的高端品牌，阿维塔将安全提升到了一个新高度。 "安全另外一个层面就是健康，阿维塔在乘员舱里，包括各种有害物质都是按照国标低两个数量级，也就 1% 的要求在做车，但即使低两个数量级 依然有有害物质，对基础材料、基础工艺的研究，我相信今天供应链也有解决方案，如果有解决方案告诉我，我们一定会用。" 2022 年开始交付后，阿维塔展现出了大厂新势力的实力。 2025 年 11 月，阿维塔销量达 14057 辆，创单月历史新高，并连续 9 个月销量破万； 1-11 月累计销量达 118302 辆，品牌成立以来总销量已突破 22 万辆。 随着品牌的热销，阿维塔科技宣布正式向香港联合交易所递交 IPO 申请，成为首家向港交所提交 IPO 申请的央企新能源车企。 在雍军看来，阿维塔目前的发展方向正处于 0 到 1 阶段，接近" 1 "的位置，但还没有到，"我觉得是 0.8 的样子。"他说。这番话，也是对世界新 汽车生态协会理事长、轩辕同学校长贾可在开幕式致辞中的回应。 设计 | 甄 尤 美 编辑 ...

加入轩辕同学 ， 成就新汽车人! 撰文 | 常 笑 / 张 南 编辑 | 张 南 设计 | 甄 尤 美 2025年10月30日晚上7点半，韩国首尔江南区三成洞"Kkanbu炸鸡"餐厅，英伟达联合创始人、总裁兼CEO黄仁勋与三星董事长李在镕、现代汽车董 事长郑义宣一起吃炸鸡喝啤酒。 这三位大佬穿圆领衫体验平民生活的故事被全球社交媒体疯狂传播。 聚会结束离开时，黄仁勋对两位董事长说："今天是我人生中最美好的一天。"李在镕则笑言："发现幸福其实很简单——和好的人一起吃点好东 西、喝上一杯，就是幸福。" 现在看来，李在镕的感慨或许是心灵鸡汤，但AI大佬黄仁勋的美好应该是由衷的，他估计从三星又搞定了一批存储芯片。郑义宣看起来没有发表 临别感言，想必现代汽车集团的内存芯片不会存在保供问题。 安世半导体引发的功率芯片危机尚未完全平息，如今主角又换成了存储芯片。他们云淡风轻的交谈背后，是AI算力爆发式需求引发的全球内存芯 片抢夺战。 "2026年，汽车行业会面临前所未有的存储芯片供应危机，满足率可能不到50%。"12月6日，理想汽车供应链副总裁孟庆鹏在2025新汽车技术合作 生态交流会上的发言，引起了整个行业对存储芯片供应的 ...

加入轩辕同学 ， 成就新汽车人! 设计 | 甄 尤 美 编辑 | 王 菁 "短短五年，我们在技术指标上赶上甚至超越国际巨头，可回头看，技术怎么反而越来越廉价了？" 这句直白的疑问，不仅是澳多电子的思考，更是整个汽车供应链在"内卷"中寻找方向的缩影。 12月6日下午，在苏州举办的新汽车技术合作生态交流会WNAT-CES2025车身系统论坛上，中山澳多电子科技有限公司总经理郭炫谟带来以"智能 电动侧门技术合作与发展新生"为主题的演讲，结合行业现状与企业实践，分享了对汽车行业发展与供应链升级的深度思考，为行业同仁提供了极 具价值的参考。 郭炫谟以自己的领域为例，尾门电动撑杆的噪音控制标准从50分贝降至45分贝，再到如今追求"悦耳"，行业标准的快速迭代让企业逐渐陷入迷 茫；叠加市场竞争激烈、车型开发周期大幅压缩，短期生存压力与长期发展规划的平衡，成为企业必须面对的课题。 但他强调，"焦虑中乐观不能丢"，这既是破局的心态基础，也是制定战略的前提："短期1-3年要为生存筑基，更要为3-10年的长期发展铺好路，比 如打造能动态进化的团队、以使命驱动组织，在'卷技术'的浪潮里守住方向。" 在郭炫谟看来，电动侧门的崛起，正是供 ...

Core Viewpoint - The article discusses the evolving definition of luxury in the automotive industry, highlighting how different brands interpret luxury based on their history, technology, and user understanding. It emphasizes a shift from static ownership to dynamic experiences and emotional connections [4][20]. Group 1: Redefining Luxury - Different automotive brands define luxury in various ways, with ultra-luxury brands focusing on time, craftsmanship, and scarcity, while German luxury brands emphasize performance and technology. New entrants challenge these definitions by prioritizing user experience and emotional connections [4][5]. - The concept of luxury is transitioning from material possession to experiential value, focusing on what possibilities and experiences a vehicle can offer [4]. Group 2: Zongheng G700 - Zongheng G700 is positioned as a new benchmark for luxury off-road SUVs, emphasizing "all-terrain conquest capability" and "ultimate experience" as its core luxury attributes [5][10]. - The G700 was rigorously tested in extreme conditions, including the Hellish Rally, proving its capabilities and integrating racing data into its production model [9][10]. Group 3: Comprehensive Off-Road Ecosystem - Zongheng G700 aims to elevate off-roading into a lifestyle, offering a comprehensive ecosystem that includes the Zongheng Off-Road Academy, service stations, and various off-road routes across China [12][14]. - The academy addresses key pain points in the high-end off-road market by providing training and building community among users, enhancing their confidence and skills [14][15]. Group 4: Global Market Performance - The G700 has received strong market acceptance, with over 20,000 orders since its domestic launch on October 19, indicating a preference for high-end models and customization options [17]. - The G700 is set to launch globally in Dubai, a significant market for luxury vehicles, showcasing its advanced technology and performance capabilities [19]. Group 5: Strategic Positioning - Zongheng G700 represents a shift in the perception of Chinese automotive brands from low-cost alternatives to serious contenders in the luxury market, supported by a robust export strategy and a growing global user base [19][20]. - The brand's approach combines Eastern wisdom with global perspectives, aiming to redefine luxury standards in the automotive industry [20].

新汽车生态合作，报名中国版CES！ 作 者 | 张 晓 亮 （ S o C a r 产 品 战 略咨 询 创 始 人 兼 C E O ） 编 辑 | 吴 静 设 计 | 甄 尤 美 由此，我们可以看到各类用户的选车逻辑差异和 各类消费额群体偏爱的座舱设计。最后，他还提出了自动驾驶、车辆角色与座舱演化的关键问 题。 比如，在 行驶过程中，司机变为乘客，所有人都是乘客，动态场景如何变化？针对不同类型的用户，大家在车上的时间会变长还是变短？新的交 通模式，是否可以带来生活方式的创新？能否创造新的职业？ 以下是张晓亮的演讲实录，《汽车商业评论》略作编辑。 找到真正的用户 " 这些年汽车已经完成了电驱化的进程，初期的智能化已经走到了半场结束的时候，下半场是真正的智能化。但是带来一个问题是同质化。 " 12 月 5 日 ， 在 WNAT-CES 2025 新汽车技术合作生态交流会 的 智能座舱论坛上， SoCar产品战略咨询创始人兼CEO张晓亮指出了智能化时代当 下所有车企接下来面临的挑战—— 新品牌差异化如何构建，如何维持该有的品牌和体验溢价？ 现在被各种同质化技术裹挟的市场，我们是不是真正了解清楚用户的需求，还是我们 ...

新汽车生态合作，报名中国版CES！ " 把算法、软件和硬件打通是需要花很长时间的，它是一个慢活，但是打通以后进行算法迭代是快的 。 " 12 月 5 日 ， 在 WNAT-CES 2025 新汽车技术合作生态交流会 的 组合辅驾与具身智能论坛上，知行科技创始人兼 CEO 宋阳的这句 话 ，精准概括 了他 在自动驾驶领域 深耕九年的核心感悟。 在人工智能与汽车产业加速融合的当下 ， "快"成为行业常态——技术迭代快、资本入局快、产品推出快。 但宋阳却格外强调 "慢"的价值。在他看来，真正的"快"恰恰源于扎实的"慢功夫"。知行科技专注于自动驾驶控制器这一件事，耐心补齐技术栈、 反复打磨工程化能力，为未来的"快突破"奠定坚实基础。 在自动驾驶领域，从 CNN 到 BEV 、再到端到端的技术演进，每一步都需要在控制器层面进行深度的适配与优化。 宋阳 将 这个过程 形象地比喻成 " 在核桃仁上雕花 " ，需要极大的耐心与精细的工程能力。但一旦打通，算法迭代的速度就会大幅提升。 正是这份对 "慢功夫"的坚守，结出了扎实的果实。 宋阳坦言： " 成立九年以来，量产了几个 "一百"，首先是超过一百个国家都能看到知行科技的 控 ...

Core Viewpoint - The automotive industry is experiencing a significant transformation driven by competition among different technology routes, including pure electric, plug-in hybrid, and range-extended vehicles. This has led to a shift in the relationship between manufacturers and suppliers, emphasizing collaboration and shared growth in the face of survival anxiety [5][7][14]. Group 1: Industry Dynamics - The competition in the automotive sector is intensifying, with the landscape for electrification still uncertain while the race for intelligence in vehicles is accelerating [5]. - Suppliers are now taking on a more prominent role in defining technologies, particularly in key areas such as the three electric systems, intelligent driving, and vehicle chips, marking a structural shift in their industry position [7]. - The relationship between manufacturers and suppliers is evolving from a linear model to a collaborative partnership, especially as Chinese automotive companies expand globally [7][9]. Group 2: Challenges and Opportunities - Despite an increase in orders for many component manufacturers, profit margins are shrinking, leading to a paradox where value creation is becoming more challenging [7]. - The automotive industry is entering a critical phase of scale development, with projections indicating that by 2025, the penetration rate of new energy vehicles in China will exceed 50% [28]. - The industry faces regulatory challenges, such as the EU battery regulations that trace carbon footprints back to mineral sourcing, necessitating a transformation in supply chain structures [23][24]. Group 3: Technological Innovations - The focus on quality is paramount, as it is seen as the foundation for long-term cooperation and high-quality development within the industry [18]. - Innovations in thermal management systems are becoming increasingly important, with energy consumption in electric vehicles attributed to these systems ranging from 15% to 20% [28]. - The integration of new refrigerants and thermal management technologies is essential for improving vehicle performance and reducing costs [36][40]. Group 4: Strategic Collaborations - Companies are encouraged to shift from a transactional relationship to a co-creative partnership, enhancing their collaborative capabilities to develop core technologies together [26]. - The automotive sector is witnessing a trend towards creating shared, open, and win-win ecosystems, moving away from short-term transactional dynamics [24]. - The emphasis on long-term strategic collaboration is crucial for navigating the competitive landscape and ensuring sustainable growth [24][26].

加入轩辕同学 ， 成就新汽车人! 撰文 | 铃 轩奖 组 委 会 编辑 | 黄 大 路 设计 | 甄 尤 美 2025年12月6日晚，中国汽车零部件年度贡献奖——第十届铃轩奖颁奖典礼在姑苏汾湖之畔盛大举行。 自6月13日 启动奖项申报 ， 两个半月左右的时间 ， 有101家企、127项产品或技术案例申报参评 。 此后，在差不多半年时间内， 29位铃轩奖评 委经过初审、终审等多个环节，最终评选出第十届铃轩奖。 铃轩奖，即中国汽车零部件年度贡献奖，2016年由《汽车商业评论》发起创办，旨在发掘、鼓励汽车零部件企业优秀分子和新生力量，绘制中国 汽车供应链竞争力地图。 历经十载坚守， 特立独行，独一无二的铃轩 奖因其专业和公正，已经发展成为无可替代的中国汽车零部件产业评价体系，更成为主流汽车厂商重 要供应链选择的考量标准。 铃轩奖申报案例分前瞻类和量产类两大类，分别有动力系统、底盘系统、车身系统、热管理系统、车用软件、车用芯片、智能驾驶、座舱系统、 轻量化与新材料、智能装备与工艺10大类别。 据铃轩奖执委会统计，本届入围的技术或产品案例中，前瞻类技术案例占比高达61%，智能座舱、智能驾驶、车用软件、车用芯片四大领域热 ...

Core Viewpoint - The article emphasizes the importance of collaboration and innovation in the new automotive ecosystem, highlighting the graduation ceremony of the "Giant Wave 5" program and the ongoing development of the "Xuanyuan School" as a platform for industry leaders to connect and grow together [6][8][39]. Group 1: Event Overview - The "Giant Wave 5" graduation ceremony took place on December 5, 2023, in Suzhou, attended by over 130 industry elites, including leaders from the automotive supply chain and representatives from Xuanyuan School [6][9]. - The event featured a speech by Dr. Jia Ke, emphasizing the core slogan of Xuanyuan School: "Waves embrace waves, light embraces light," which reflects the spirit of innovation and collaboration [8][19]. Group 2: Program Highlights - The "Giant Wave 5" program involved two years of in-depth study and practical experiences across eight cities, including visits to major automotive companies such as NIO and SAIC [11][19]. - Graduates expressed their appreciation for the program, noting the significant personal and professional growth they experienced, as well as the valuable connections made with like-minded peers [15][19]. Group 3: Educational Philosophy - Xuanyuan School aims to create a dynamic learning environment that combines practical industry knowledge with theoretical insights, fostering a community of automotive professionals [35][39]. - The curriculum is designed to address the specific needs of the automotive industry, providing actionable solutions and fostering collaboration among participants [28][30]. Group 4: Future Directions - Xuanyuan School is set to launch the "Giant Wave 6" and "Lingxuan 6" programs, which will feature a joint class aimed at enhancing innovation across the entire automotive value chain [39]. - The school continues to evolve, transitioning from a traditional educational model to a more integrated ecosystem that emphasizes continuous learning and industry engagement [35][37].

Core Insights - The article discusses the mixed outlook for the Chinese automotive industry in 2025, highlighting both positive developments and ongoing challenges [4][6][8]. - The theme of the WNAT-CES 2025 event is "Long-term and Short-term," emphasizing the need for a balance between immediate concerns and future strategies [8][10]. Industry Overview - In the first ten months of 2025, the sales profit margin for the Chinese automotive industry was 4.4%, which is an improvement over 2024 but still among the lowest in five years [4]. - October 2025 saw a sales profit margin of only 3.9%, marking the lowest for the same month in five years [4]. Event Details - The WNAT-CES 2025, held in Suzhou, included two main forums, eight specialized sub-forums, a new automotive technology exhibition, and a celebration night, with nearly a hundred speakers and a thousand attendees from 12 vehicle groups and 300 supply chain companies [12][13]. Key Themes and Discussions - The event aimed to address the urgent need for a balanced approach between immediate survival challenges and long-term strategic planning in the automotive sector [8][10]. - Discussions included the current state of new automotive technology cooperation and supply chain development, as well as the evolving relationships between manufacturers and suppliers [13][46]. Industry Challenges - The article notes that the automotive market has been characterized by intense competition, price wars, and a lack of profitability, leading to a collective realization of the need to move away from internal competition towards value-based competition [20][21]. - The focus is shifting from price competition to breakthroughs in core technologies, user experience, and brand value [21][22]. Future Outlook - Industry leaders predict that it may take another ten years for the automotive sector to stabilize, with only about ten major players likely to remain in the market [16]. - The article emphasizes the importance of collaboration and innovation among industry players to build a resilient and vibrant automotive ecosystem [18][19]. Technological Advancements - The article highlights the ongoing transformation towards intelligent and connected vehicles, with a focus on integrating AI and smart technologies into automotive systems [30][85]. - The development of intelligent chassis and the importance of a robust supply chain for innovation and efficiency are also discussed [60][64]. Market Trends - The article notes a significant increase in the export of plug-in hybrid vehicles, with a growth rate of 240%, indicating strong global market potential [58]. - The article also mentions the need for diverse powertrain strategies, with hybrid and electric vehicles coexisting as complementary technologies [50][56]. Conclusion - The automotive industry is at a critical juncture, facing both challenges and opportunities as it navigates technological advancements and market dynamics [4][8][20]. - The emphasis on collaboration, innovation, and a balanced approach to short-term and long-term strategies will be crucial for the industry's future success [8][18][19].