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 ...

Core Viewpoint - Volvo is undergoing significant restructuring, including a reduction of approximately 3,000 jobs, which represents about 15% of its white-collar workforce, as part of a cost-cutting initiative aimed at enhancing operational resilience amid rising costs and declining sales [1] Group 1: Job Cuts and Cost-Cutting Measures - Volvo plans to cut around 3,000 jobs, primarily affecting employees in Sweden, as part of a broader cost and cash action plan valued at 18 billion Swedish Krona (approximately 1.9 billion USD) [1] - The company reported a 60% decline in operating profit for Q1 2025 and an 11% drop in global sales in April compared to the previous year, highlighting the impact of tariffs and rising material costs [1] Group 2: Leadership Changes - In March 2025, Volvo's board reinstated former CEO Håkan Samuelsson, who had previously led the company from 2012 to 2022, to ensure stability during the transition period [2] - Samuelsson's appointment comes as the company seeks a long-term successor while navigating its electric vehicle (EV) strategy [2] Group 3: Electric Vehicle Strategy - Volvo has adjusted its 2030 target for electric vehicle sales, now aiming for 90% to 100% of total sales to be electric vehicles (including both fully electric and plug-in hybrid models) [3] - The company plans to launch seven new models in 2025, including three fully electric vehicles, three fuel models, and one hybrid SUV, as part of its ongoing electrification efforts [4]

撰 文 / 牛 一 龙 设 计 / 赵 昊 然 2017年12月27日，广汽集团与蔚来汽车签约合作，广汽蔚来项目正式启动。 合创汽车前身是广汽蔚来，由广汽集团、广汽埃安、蔚来基金、蔚来汽车及创始团队共同持股，于 2018年4月成立。 最初广汽集团主要负责整车研发和生产，为合创汽车的发展奠定了一定的技术和生产基础。 据某南方经销商爆料，近期，最早干合创汽车的经销商，在默默等待了两年多的对账结算无望 后，"到访"了位于广州市南沙区的合创汽车总部。 独立的办公大楼内似乎没几个人，"参观"的经销商团队"打卡"了办公区、大门口甚至二楼雨棚上面 的平台，并且以经销商和客户的双重身份，向已经沉寂很久几乎快被人遗忘的合创汽车发出了"还 我血汗钱"和"我要修车"的问询。 似乎并没有相关工作人员做接待，也无人对他们的诉求做回应。 这位经销商说，感觉维权维了一个寂寞，只是刷了一下存在感。 这些参与维权的经销商选择报警寻求地方帮助，街道及地方组织到来后，也未能协调出合创相关话 事人与经销商沟通。 经销商又去了合创汽车的持股68.6%的大股东广东珠投智能科技投资有限公司的股东——广东珠江 投资管理集团有限公司（持股0.4975%，大股 ...

撰 文 / 张霖郁 设 计 / 赵昊然 这场40分钟的对谈，对马斯克（Elon Musk）来说极不愉悦。 他的愤怒以及不耐烦隔着论坛现场巨大的屏幕观众都能感受到。彭博社周末总编米沙勒·侯赛因 （Mishal Husain）挑战了马斯克入职政府效率部门（DOGE）后引发的每一个争议以及质疑。现场 一度离吵架不远。 这场对谈发生在当地时间5月20日的卡塔尔经济论坛上。马斯克作为第一天的压轴嘉宾，最后一位 出场。当时他在波士顿，通过视频连线进行的采访。 马斯克首次被问到是否因百亿美元的薪酬才决定继续担任特斯拉的CEO？入职DOGE后全球尤其在 欧美所发生的"反噬"，对他是否有伤害？马斯克从这两个问题开始显露出愤怒。 沙勒继续问，三年前他尚未成立AI公司时呼吁美国需要联邦AI监管机构，为什么三年后他却说要减 少监管？他入职DOGE，是否有利益冲突？南非政府愿意为他修改政策，允许星链进入南非市场， 是否因他与特朗普（Donald Trump）的关系？ 马斯克并没有离开DOGE，正如他在特斯拉一季度财报会上所说，他已将在DOGE的时间减少至一 周一至两天。 他当下最紧急的任务是实现2025年初许下的承诺，6月在德州奥斯汀 ...

编 译 / 钱亚光 设 计 / 赵昊然 来 源 / k o r e a j o o n g a n g d a i l y. j o i n s. c o m , w w w. a u t o w e e k . c o m , w w w. h y u n d a i . c o m 最近，现代汽车宣布，已正式启动其搭载AI技术的电动汽车充电机器人（automatic charging robots, ACR）的实际测试。 据《韩国中央日报（Korea JoongAng Daily）》报道，这家韩国公司正与起亚汽车以及仁川国际机 场（Incheon International Airport）合作开展测试阶段的工作，它们立了一个演示站点，建立自动机 器人电动汽车充电服务，计划将该业务扩展到其他机场、海港、铁路以及其他交通热点地区。 仁川国际机场公司于4月20日宣布，根据国际机场协会（ACI）数据，2024年该机场国际航线旅客 达70669246人，跃居全球第3位。 该机场目前已拥有该国最大的环保型车辆基础设施，并计划到2026年安装1110个电动汽车充电器， 而且机场的整个车队实现了电气化。仁川国际机场以其 ...

Core Viewpoint - The automotive industry is adjusting its electric vehicle (EV) strategies due to slowing demand and rising costs, leading to a more cautious outlook on EV growth compared to previous optimistic projections [4]. Group 1: Industry Adjustments - Automakers are revising their EV production plans, with Nissan utilizing Ford's battery production facility in Kentucky to mitigate tariff risks associated with importing vehicles and parts [5][7]. - General Motors (GM) has sold its stake in a Michigan battery plant to LG Energy Solution, pausing construction due to a global slowdown in EV demand [9][10]. - Honda has reduced its planned investment in EVs and software from 10 trillion yen to 7 trillion yen (approximately $484 billion), postponing its Canadian EV production facility by two years [14][15]. Group 2: Market Dynamics - Ford's Model e division reported a loss of $850 million despite an increase in EV sales from 10,000 to 31,000 units, indicating challenges in meeting growth expectations [7]. - The U.S. market for EVs is experiencing a slowdown, with potential pressures from proposed tax credit eliminations for EV purchases [7]. - Honda anticipates that by 2030, pure electric vehicles may only account for about 20% of its total sales, down from a previous target of 30% [14]. Group 3: Strategic Partnerships - The collaboration between Ford and Nissan for battery production is seen as a strategic move for both companies, allowing Nissan to avoid tariffs while Ford adjusts its EV strategy [5][7]. - LG Energy Solution's acquisition of GM's stake in the Lansing battery plant is aimed at enhancing production efficiency and meeting market demand [10][13].

Core Viewpoint - The development of new energy vehicles (NEVs) in China has significantly progressed, overcoming previous limitations in cold and high-altitude regions, leading to increased market penetration and technological advancements [4][22]. Group 1: Technological Breakthroughs - Major advancements in battery technology have been achieved, allowing NEVs to perform effectively in low-temperature environments, with new systems maintaining up to 68% of their range at -7°C and functioning at -40°C [6][8]. - The introduction of innovative heating technologies, such as the wide-temperature micro-nuclear high-frequency pulse heating technology, enables rapid battery heating and efficient operation in extreme cold [9][20]. - Companies like BYD and Geely have developed advanced battery systems that enhance charging efficiency and reduce energy loss in low temperatures, with some batteries maintaining over 90% capacity at -40°C [18][19]. Group 2: Market Trends and Adoption - The market share of plug-in hybrid electric vehicles (PHEVs) in northern regions has exceeded 70%, driven by their ability to alleviate range anxiety and their lower dependency on charging infrastructure [12][14]. - In high-altitude areas like Tibet, NEVs are gaining traction due to the high cost of fuel and the availability of clean energy resources, making them more economically viable [14][15]. - The penetration rate of NEVs in regions such as Jilin and Inner Mongolia is increasing, with projections indicating significant growth in production and sales by 2026 [21][22]. Group 3: Infrastructure Development - The Chinese government is actively promoting the construction of charging infrastructure, aiming for a balanced and advanced network by 2025, particularly in remote areas [15][22]. - Recent initiatives have led to the establishment of numerous charging stations along key routes, enhancing the convenience of using NEVs in previously underserved regions [15][22].

据市场研究机构JATO Dynamics的一份报告，比亚迪4月在欧洲销售的电动汽车数量首次超过了特斯 拉。原因在于其老旧的车型阵容以及首席执行官埃隆·马斯克（Elon Musk）的政治立场影响了这家 美国电动汽车制造商汽车的需求。 编 译 / 钱 亚 光 设 计 / 赵 昊 然 来 源 / w w w. j a t o . c o m , w w w. r e u t e r s. c o m , a r s t e c h n i c a . c o m | | | April | | | | --- | --- | --- | --- | --- | | | | 21122 | 21125 | | | | 总销量 | | 1,077,122 1,078,521 +0.1% | | | | 纯电动 | 144,200 | 184,312 | +28% | | | 汽车 | 13% | 17% | +3.7p | | | 描混 | 74,520 | 97,715 | +31% | | volume and market | 汽车 | 6.9% | 9.1% | +2.1p | | | SUV | 552,58 ...

Core Viewpoint - Lei Jun is a significant competitor in the automotive industry, particularly with the launch of Xiaomi's SU7 and the upcoming YU7, which are positioned to challenge established players in the market [3][8]. Group 1: Product Launch and Sales Performance - The Xiaomi SU7 was launched on March 28, 2024, and has delivered a total of 258,000 units in 13 months, averaging nearly 20,000 units sold per month [4]. - In the Chinese market for electric mid-sized sedans priced above 200,000 yuan, only the Tesla Model 3 has surpassed this sales figure, while BYD's Seal, including hybrid versions, has also exceeded 20,000 units [6]. Group 2: YU7's Market Position and Potential - The YU7 has been unveiled but its price has not yet been disclosed. It is expected to sell no less than 20,000 units monthly, indicating strong potential for becoming a best-seller [7]. - The YU7 is positioned as a "luxury high-performance SUV" and is expected to impact the pricing strategies of traditional luxury car manufacturers [25]. Group 3: Competitive Landscape - The YU7 will compete directly with models such as the Li Auto L6, NIO ES6, and the upcoming XPeng G7, with its dimensions being 5 meters long, 2 meters wide, and 1.6 meters high, and a wheelbase of 3 meters [19]. - The YU7 offers three versions with varying battery capacities and ranges, including a single motor rear-wheel drive version with an 835 km range and a dual motor all-wheel drive version with a 770 km range [22]. Group 4: Technological Advancements - The YU7 features advanced technology, including a third-generation Snapdragon 8 cockpit SoC and a 700 Tops Sol chip for intelligent driving assistance, with all versions equipped with lidar for end-to-end driving assistance [24]. - The overall hardware configuration of the YU7 is claimed to surpass that of the Tesla Model Y, indicating a competitive edge in technology [24]. Group 5: Brand Influence and Marketing Strategy - Lei Jun's personal brand and public persona have a significant influence on Xiaomi's automotive strategy, with his approach to marketing emphasizing storytelling and relatability [11][26]. - Despite recent controversies, Lei Jun's absence of direct responses during the product launch suggests a strategic positioning to maintain focus on product strengths rather than personal issues [10][26].