撰 文 / 刘 宝华 设 计 / 张 萌 5月最吸引全世界目光的是印巴冲突。 7日凌晨进行的空战，巴基斯坦以战斗机0:5的战损比碾压印度，在随后的导弹、无人机对攻中，巴 基斯坦也获得压倒性优势。 此前"军事实力占优"的印度被全程吊打，毫无还手之力，全球军事观察家公认的核心原因是印度的 武器库豪华但杂乱，法国阵风、俄罗斯苏30、美国阿帕奇、以色列预警机、美国导航系统，数据链 互不兼容，武器之间相互割裂，连战斗机油料标准都不一样。 反观巴基斯坦，全套中国装备，从歼-10CE战斗机、霹雳-15中距导弹到ZDK-03预警机、北斗卫星 定位系统、红旗-9防空系统，整套数字化空战体系通过数据链实时共享战场信息，无缝衔接、快速 反应、各司其职、精准打击，与印度作战方式形成代差优势。 经此一战，中国先进武器第一次在实战中证明实力。这一战也让全世界看清了，现代战争早已不是 单一武器的比拼，而且体系间的竞争。 商场如战场。 2024年9月，吉利控股集团董事长李书福在台州发布《台州宣言》，核心内容是"战略聚焦、战略整 合、战略协同、战略稳健、战略人才"五大举措，其方向就是聚焦体系化。 之后落地动作不断，几何品牌并入吉利，极氪与领克 ...

编 译 / 钱亚光 设 计 / 张 萌 来 源 / i n si d e e v s. c o m , w w w. w e b p r o n e w s. c o m 目前，由于安全问题多、维修费用高，新能源汽车上保险已经成为令车主们头疼的烦恼。很多国内 电车车主反映，要么保费比油车高很多，要么保险公司对一些车型拒保。为了应对这个问题，特斯 拉率先自己推出了UBI保险业务（不过目前主要在美国本土开展），国内比亚迪、蔚来、小鹏等公 司也设立了自己的保险公司。 自 2019 年在加利福尼亚州推出以来，特斯拉的保险业务已扩展至 16 个州。该公司的保险产品最初 被宣传为一种利用特斯拉对自身车辆的直接了解以及驾驶数据来为车主提供更具竞争力价格的手 段。 特斯拉当时的想法很美好，利用车主的真实驾驶数据，对于那些驾驶行为良好的车主，收取更低的 保费，加上Autopilot辅助驾驶系统的帮助，特斯拉出事故概率理论上就是比其他车要低。 这种情况持续几年了，2022年行业平均年赔付率80.1%，特斯拉是116.6%；2023年行业平均值 75.4%，特斯拉是114.7%，在2024年，特斯拉保险子公司的赔付率为 103.3 ...

Core Viewpoint - Infrared thermal imaging technology is transitioning from a luxury feature in high-end vehicles to a core standard in smart cars, driven by technological advancements, market demand, and industry collaboration [3][20]. Group 1: Technological Breakthroughs and Industry Upgrades - Infrared thermal imaging captures infrared radiation to create temperature distribution images, functioning effectively in extreme conditions unlike traditional cameras [7]. - The development of non-cooled detectors has significantly reduced costs from 600,000 yuan to a few hundred yuan, enabling mass production and improved stability [7][11]. - Companies like Gaode Infrared and Ruichuang Micro-Nano have achieved significant technological advancements, including the production of high-resolution infrared chips and automated production lines [11][12]. Group 2: Application Scenarios and Safety Enhancements - Infrared thermal imaging technology enhances safety in various driving conditions, such as night driving and adverse weather, by detecting living beings and obstacles [13][14]. - The technology is crucial for intelligent driving, providing redundancy in sensor systems and monitoring vehicle health by detecting temperature anomalies in critical components [15][12]. - Smart cabin applications utilize infrared technology to monitor driver behavior and adjust environmental controls for enhanced comfort and safety [15][16]. Group 3: Market Dynamics and Competitive Landscape - The infrared thermal imaging market is shifting from being dominated by international giants like FLIR and Bosch to rapid advancements by Chinese companies [20][22]. - Cost reductions due to technological advancements have increased the penetration of infrared systems in mid-range vehicles, with market share expected to grow significantly [22][23]. - The North American market leads in production and consumption of infrared detectors, while the Chinese market is rapidly expanding [23]. Group 4: Challenges and Future Trends - The technology faces challenges such as performance optimization in extreme weather and the need for standardized testing methods [25][26]. - Future developments will focus on technology integration, cost reduction, and enhanced environmental perception capabilities through multi-spectral sensing [26][27]. - The trend indicates that infrared thermal imaging will become a standard feature in vehicles, redefining automotive safety and functionality [27].

Core Viewpoint - Audi, a subsidiary of Volkswagen Group, is selling its Italian design and engineering company Italdesign as part of a major cost-cutting initiative amid challenges in the automotive industry, raising concerns about the future of this iconic company [2][4]. Group 1: Company Overview - Italdesign was founded in 1968 by renowned designer Giorgetto Giugiaro and his partner Aldo Mantovani, known for its significant contributions to automotive design [9]. - The company has designed historically impactful models, including the first-generation Volkswagen Golf, original Audi 80, Lotus Esprit, and several Fiat models [12]. - Italdesign was fully acquired by Volkswagen Group in 2015, having initially purchased 90.1% of the company in 2010 [17]. Group 2: Financial Performance - In the first quarter of the year, Audi's operating profit margin dropped to just 1.5% [6]. - Italdesign reported assets of €286 million, revenue of €145 million, and a profit of €20 million in 2023, with 85% of its revenue dependent on Volkswagen Group [18]. Group 3: Market Context and Challenges - The decision to sell Italdesign comes as Volkswagen faces transformation challenges, with increasing competition from Chinese automakers and a struggling European market [4]. - Audi plans to cut up to 7,500 jobs in Germany by 2029 to save €1 billion annually [6]. Group 4: Potential Buyers and Industry Trends - There is interest from multinational engineering companies outside the automotive sector, with speculation that Chinese firms or private equity investors may consider acquiring Italdesign [6][19]. - The potential sale of Italdesign reflects broader trends in the automotive industry, as other iconic design firms like Bertone and Pininfarina have also undergone ownership changes in recent years [19].

Core Viewpoint - Nissan is facing a severe business environment, leading to significant losses and the implementation of a comprehensive restructuring plan called "RE: Nissan" to achieve recovery by the fiscal year 2027 [2][3][5]. Financial Performance - For the fiscal year 2024, Nissan reported a net loss of 670.9 billion yen (approximately 32.6 billion RMB), marking the worst fiscal year in over 20 years [4][5][9]. - Global sales decreased by 2.8% to 3.346 million units, with a notable 12.2% drop in the Chinese market, while North American sales grew by 3.3% [5]. - Consolidated net sales fell by 0.4% to 12.6 trillion yen (approximately 612.6 billion RMB), and operating profit plummeted by 88% to 69.8 billion yen (approximately 3.39 billion RMB) [5]. Restructuring Strategy - The restructuring plan aims to reduce costs by 500 billion yen (approximately 24.39 billion RMB) by the fiscal year ending March 2027, with equal contributions from variable and fixed costs [13]. - Key measures include closing 7 factories, laying off 20,000 employees (15% of the global workforce), and reducing annual production capacity from 4 million to 2.5 million vehicles [13][16][19]. - Nissan's production capacity utilization rates are significantly low, with 57.7% in the U.S., 45.3% in China, and 56.7% in Japan, far below the industry breakeven point of around 80% [16]. Market Strategy and Partnerships - Nissan plans to redefine its product and market strategy, including the integration of production facilities and optimizing the supply chain [21][22]. - The company is exploring partnerships beyond the automotive industry, particularly with Honda, despite previous merger talks being halted [26][30]. - Nissan aims to enhance local production in the U.S. to mitigate the impact of tariffs, which are expected to negatively affect the company by 450 billion yen [23][24]. Challenges and Outlook - The company has not provided performance forecasts for the new fiscal year due to uncertainties in the tariff environment [10]. - The ongoing challenges include rising variable costs and fixed costs exceeding current revenue levels, necessitating urgent action to avoid further deterioration [13].

Core Viewpoint - The article discusses the introduction and potential impact of Steering-By-Wire (SBW) technology in the automotive industry, highlighting its advantages and challenges, as well as the competitive landscape among various manufacturers [4][6][16]. Group 1: Introduction of Steering-By-Wire Technology - Mercedes-Benz will be the first German automaker to mass-produce a vehicle with SBW technology, set to launch next year [4][6]. - SBW technology replaces traditional mechanical linkages with electronic signals for steering control, allowing for a fully decoupled steering system [5][19]. - The global market for electric steering systems is projected to grow from $2.7 billion in 2021 to $5.8 billion by 2031 [6]. Group 2: Advantages of Steering-By-Wire - SBW systems can enhance safety by reducing components that could endanger passengers during accidents and allowing for new airbag placements [22]. - The technology enables dynamic adjustment of steering ratios, improving maneuverability at low speeds and stability at high speeds [24]. - The design of the steering wheel can be more flexible, providing additional cabin space and better visibility for drivers [26]. - SBW allows for customizable steering characteristics through software, facilitating easier adaptation for different vehicle configurations [27]. Group 3: Challenges and Concerns - Critics express concerns about the loss of tactile feedback traditionally provided by mechanical systems, which could affect driver awareness of road conditions [29]. - The increased complexity of electronic components raises concerns about potential failures, but redundancy systems are designed to mitigate these risks [32]. - Initial costs for SBW systems are high, but prices may decrease as the technology becomes more widely adopted [33]. - Security concerns regarding potential hacking of electronic systems are addressed through advanced encryption and regular software updates [34]. Group 4: Manufacturer Developments - Mercedes-Benz's SBW system has undergone over 1 million kilometers of testing, ensuring high safety standards through redundant systems and precise sensors [39][40]. - Lexus's RZ model is the first in Europe to feature SBW technology, showcasing a decade of development [50]. - NIO's ET9 is the first mass-produced vehicle in China to adopt SBW technology, featuring advanced components from ZF [60][72]. - Tesla's Cybertruck utilizes a patented SBW system with redundancy, allowing for a highly responsive steering experience [75][80]. Group 5: User Experience and Feedback - Test drivers report that the SBW systems in vehicles like the Mercedes-Benz and NIO ET9 provide quick and precise steering responses, enhancing the driving experience [52][64]. - The SBW system in the Lexus RZ includes a "road feedback algorithm" to simulate traditional road feel, addressing concerns about the loss of tactile feedback [58]. - Users find the SBW systems intuitive and easy to adapt to, with many expressing surprise at the responsiveness compared to traditional systems [79].

撰 文 / 牛跟尚 设 计 / 张 萌 冠亚军的次序没有变化，2025年1-2月汽车产量超越广东夺冠的安徽，汽车产量高出第二位的广东 约10万辆。 原来造车项目流产多的江苏从季军滑到第五，新的季军是山东，这个汽车消费大省的汽车产量已经 从2024年第五连续2个月升到第三。 上汽、北汽在一季度产销回暖，带动上海、北京两个城市的汽车产量大增。 根据国家统计局最新发布，上海在一季度重回中国汽车产量TOP10，北京从1-2月的第十升到第 七。 产量 TOP 省份变化 ( 产量单位: 万辆 ) | 序 号 | | 2024 年 | 2025年 1-2 月 | | 2025 年- | | | --- | --- | --- | --- | --- | --- | --- | | | 篇 保 | 产量 | 省 份 | 产量 | 省 份 | 产量 | | 1 | 广东 | 570 | 安徽 | 44 | 安徽 | 76 | | 2 | 安徽 | 262 | 广东 | 37 | 广东 | 66 | | 3 | 重庆 | 254 | 江苏 | 37 | 山东 | 57 | | 4 | 江苏 | 225 | 山东 | 32 | 重 ...

撰 文 / 玖 零 设 计 / 张 萌 4月15日的香港维多利亚港畔，小鹏汽车名为"全球热爱之夜"的科技秀上，除了主角2025款 X9，从实验室走向公众视野核心的飞行汽车，正悄然引发出行变革。 当前主流锂离子电池能量密度仅300Wh/kg，垂直起降阶段瞬时功率需求可达500kW，相当于同时 驱动50台家用空调。小鹏"陆地航母"采用分体式设计，将飞行模块续航压缩至30公里，正是对当前 技术现实的妥协：本质上是将能量分配难题转化为空间解耦策略——地面模块承担80%的续航需 求，而飞行模块专注解决"最后一公里"的垂直起降问题。 这种妥协催生出两条技术路径的分野：纯电派押注于凝聚态电池，如宁德时代2026年量产的 500Wh/kg产品；混合动力派则借鉴航空工业经验，Horizon飞机公司开发的涡轮-电动混合系统已实 现百公里油耗4.7升。值得关注的是，特斯拉在2024投资者日展示的无线充电矩阵，通过动态耦合 技术实现85%的传输效率，或将重塑整个能源补给体系。 ↓小鹏陆地航母 当分体式飞行汽车"陆地航母"的全息影像在激光矩阵中完成空中悬停时，现场观众或许尚未意识 到，这场视觉盛宴正悄然改写人类出行史——何小鹏宣布的4 ...

撰 文 / 周 洲 被撤回的投资 4月上任的日产汽车首席执行官伊万·埃斯皮诺萨（Ivan Espinosa）5月9日拜访福冈县政府，解释了 这一决定。 设 计 / 张 萌 来 源 / N I K K E I A si a 日产汽车取消了其在日本的首家电动汽车电池工厂。 由于业绩不佳，日产汽车5月9日宣布重新评估和审视与电动汽车相关的投资。 评估后的一项决定是，日产放弃在日本南部北九州市建设电动汽车电池工厂的计划。 这个1月才和当地政府签署建设协议的新工厂项目，在3个多月后，被撤回。 此前丰田汽车也推迟了同类项目。 日本确保国内电池供应的努力，出现了变数。 日产汽车原本计划在福冈县的新工厂生产磷酸铁锂电池，最早将于2028财年应用于电动微型车。由 于中国头部电动汽车公司比亚迪自主生产磷酸铁锂电池，因此本土化生产供应被视为在全球电动汽 车市场生存的关键。 这家日本汽车巨头的新车销量一直疲软，尤其是在美国和中国市场。撤回电池工厂投资计划表明， 日产需要削减投资，以稳定业务。 日产汽车执行董事平田贞二称："对于在如此短的时间内出现这种情况，我们深表歉意。这是根据 当前的商业环境经过仔细评估后做出的决定。" 新工厂原定 ...

撰 文 / 张霖郁 设 计 / 琚 佳 5月8日，丰田发布了截至2025年3月31日的2025财年财报。 财报显示，丰田2025财年销量为1101.1万辆，同比微降0.7%，其中丰田和雷克萨斯销量为1002.74万 辆；营业收入实现48.04万亿日元（约人民币2.4万亿元），上一财年为45.1万亿日元（约人民币2.3 万亿元），同比增长6.5%；净利润为4.77万亿日元（约人民币2364亿元），上一财年是4.94万亿日 元（约人民币2470亿元），同比下滑3.6%。 丰田的年度财年从每年4月1日开始，第二年的3月31日截止。 从营收和净利润看，营收相当于中国7大车企总和，净利润却几乎是这7大车企的3倍。 这7大车企是比亚迪、上汽集团、广汽集团、吉利控股、长城汽车、北京汽车以及长安汽车，这7大 车企2024年的营收分别是7771亿元、6275.9亿元、1067.98亿元、2402亿元、2021.95亿元、1925亿 元以及1597.3亿元；净利润分别是 402.5亿元、16.7亿元、8.24亿元、166亿元、126.92亿元、9.56亿 元以及73.21亿元。 关于2026财年，丰田给出了明确的业绩指引。 丰田 ...