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].

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 ...

Core Viewpoint - The automotive industry is experiencing a shift from a focus on technical specifications to value creation, as companies navigate intense competition and evolving consumer expectations [3][5][25]. Group 1: Industry Challenges and Strategic Focus - The automotive supply chain is facing "internal competition," leading to confusion about the direction of technological advancements [3]. - Companies must balance short-term survival with long-term development, emphasizing the need for a dynamic and mission-driven team [3][10]. - The industry is moving from merely achieving electric functionalities to optimizing costs and enhancing user experience [5][27]. Group 2: Electric Side Door Technology - The electric side door has transitioned from an optional feature to a standard configuration in high-end models, indicating strong market acceptance [5][16]. - The technology aims to improve user experience by addressing practical challenges faced by various demographics, such as children and individuals in high heels [5][15]. - Safety features are integrated into the electric side door system, including obstacle detection and controlled closing mechanisms to prevent accidents [15][19]. Group 3: Supply Chain Collaboration and Innovation - The traditional supplier model is evolving into a partnership model where companies collaborate from the product definition stage to tackle challenges together [5][27]. - Companies are encouraged to shift from being cost centers to efficiency engines, adopting modular and transparent supply chain systems to respond quickly to market demands [27][28]. - Patent protection is crucial for mitigating risks associated with intellectual property, as demonstrated by the Nokia-Daimler case, which highlights the importance of compliance in the supply chain [29][31]. Group 4: Long-term Development Strategy - Long-term strategies should focus on building trust and symbiotic relationships with partners, moving beyond simple transactional interactions [27]. - Companies need to concentrate on core competencies such as strategic planning, product strength, customer relationships, and patent protection to ensure sustainable growth [31][32]. - The emphasis on creating user value and enhancing emotional engagement with products is vital for future competitiveness [27][28].

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].

Core Viewpoint - The automotive industry is facing challenges in differentiation amidst increasing homogenization of technology, necessitating a return to understanding genuine user needs to create unique brand identities and maintain premium experiences [9][10][14]. Group 1: User Segmentation and Needs - Users can be categorized into three income tiers: the wealthy, the middle class, and the citizen class, each with distinct needs and purchasing behaviors [15][17]. - Wealthy individuals seek extreme experiences and novel features to stimulate their purchasing desires, while the middle class requires innovative offerings to shift their perceptions and increase purchase frequency [24][27]. - The citizen class prioritizes affordability and low operating costs, with a significant portion of this group sharing vehicles and holding onto them for extended periods [27][28]. Group 2: Market Dynamics and Consumer Behavior - Approximately 40% of the population lacks the financial capacity to purchase a vehicle, indicating a significant market limitation [17]. - The average age of car buyers in the market is around 35 years, contrasting with older demographics in developed countries, which affects purchasing patterns and market dynamics [23]. - The purchasing frequency varies significantly across income tiers, with wealthy individuals purchasing a vehicle approximately every five years, while the citizen class sees a much lower frequency [24][27]. Group 3: Product Development and Differentiation Strategies - The automotive industry must focus on creating products that align with the specific needs of different user segments, emphasizing core values and unique experiences [28][29]. - Companies should consider both additive strategies, incorporating new technologies into vehicles, and deepening the understanding of specific user scenarios to enhance product relevance [28][30]. - The evolution of the vehicle's role from a transportation tool to a mobile living space is crucial, with future developments potentially leading to fully autonomous vehicles that redefine user interactions and experiences [34][36].

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].

Core Viewpoint - The 10th Lingxuan Award ceremony for the annual contribution of Chinese automotive parts was held on December 6, 2025, showcasing the industry's innovation and excellence in automotive components [3][5]. Group 1: Award Overview - The Lingxuan Award, initiated in 2016, aims to discover and encourage outstanding individuals and new forces in the automotive parts industry, becoming a key evaluation system for the industry [5]. - A total of 101 companies and 127 products or technology cases were submitted for evaluation, with 58 cases winning gold awards and 68 receiving excellence awards [6][9]. Group 2: Award Categories and Trends - The submitted cases were divided into two main categories: forward-looking and mass production, covering ten subcategories including power systems, chassis systems, body systems, thermal management systems, automotive software, automotive chips, intelligent driving, cockpit systems, lightweight and new materials, and intelligent equipment and processes [5][6]. - Forward-looking technology cases accounted for 61% of the entries, with intelligent cockpit, intelligent driving, automotive software, and automotive chips leading with a combined share of 58% [6]. Group 3: Notable Winners - Gold award winners included: - Ningde Times' Xiaoyao dual-core battery - Jingxi Zhixing's electronic mechanical brake system (EMB) - Chipking Technology's Longying No.1 SE1000, the first domestic 7nm automotive-grade intelligent cockpit chip [6][9]. - Popularity awards were given to Endi Innovation's Hyper Power GO and Lidu New Energy's DC fast charging module assembly for forward-looking and mass production categories, respectively [8]. Group 4: Detailed Award List - The award list includes various categories with notable entries: - Power Systems: Ningde Times' Xiaoyao dual-core battery, BIMS from Titanium Technology, and BDMU product from Octopus Doctor [11][12][14]. - Chassis Systems: EMB from Jingxi Zhixing, MRF variable inertia hydraulic bushing from Anhui Zhongding, and intelligent rear wheel steering system from Bibost [19][21][23]. - Body Systems: Smart FTC™ from Shanghai Enjing, "Eye of the Storm" mechanical motion structure from Mande Electronics, and integrated electric front cover lock from Beijing Chehejia and Shanghai Chizhu [30][32][33]. - Thermal Management Systems: R290 gas concentration sensor from Sensata, and integrated heat pump system for commercial vehicles from Shanghai Yida [38][41]. - Automotive Software: Drip OS 1.0 EVO from Zhongke Chuangda, and MotionIQ™ software suite from Nexperia [46][48]. - Automotive Chips: X10 AI cockpit chip from Beijing Xinchip, and AD1000 from Chipking Technology [56][62]. - Intelligent Cockpit Systems: i-ARS Safety from ZF, and electronic zero-gravity seatbelt from Ningbo Junsen [79][81]. - Lightweight and New Materials: Copper-clad steel wire from Aptiv, and high-performance magnesium-manganese alloy sheet from Ningbo Jiwen [95][98]. - Intelligent Equipment and Processes: Magnesium Jia's intelligent cockpit testing system [104].