Core Viewpoint - The article discusses the resolution of a public controversy involving Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor, highlighting the implications of the incident on brand visibility and industry dynamics [4][11][29]. Group 1: Incident Overview - On August 6, 2025, a joint statement was released by Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor, addressing the collision test incident involving the Li Auto i8, with both Li Auto and China Automotive Research apologizing [4]. - The incident generated significant online attention, with over a hundred related topics on Weibo and cumulative reading exceeding one billion [11][12]. Group 2: Impact on Brands - The incident notably increased the visibility of Li Auto and China Automotive Research, while Dongfeng Liuzhou Motor, which was indirectly involved, saw a surge in search interest, with a 25-fold increase in search volume on Baidu [12]. - Dongfeng Liuzhou Motor's Douyin account gained nearly 30,000 new followers in a single day, with average live stream viewership reaching 243,000, a 13-fold increase compared to the previous month [12]. Group 3: Marketing and Industry Dynamics - The article highlights a trend in the automotive industry where brands leverage unexpected events for marketing, as seen with the significant increase in visibility for brands like Dongfeng Liuzhou Motor following the incident [18][19]. - Experts suggest that the incident presents an opportunity for Dongfeng Liuzhou Motor to enhance its market share in the commercial vehicle sector, emphasizing the importance of capitalizing on such unexpected visibility [28]. Group 4: Future Considerations - The article raises concerns about the unresolved questions surrounding the collision test, indicating that the public discourse may continue as the core issues remain unaddressed [31][32]. - It emphasizes the need for companies to balance the pursuit of visibility with ethical considerations and genuine consumer needs, suggesting that maintaining a strong value proposition is crucial for long-term trust [32].

Core Viewpoint - Foxconn's sale of the Lordstown factory marks a significant shift in its strategy from electric vehicle manufacturing to focusing on AI and data center products, indicating the end of its electric vehicle ambitions in the U.S. market [4][23][24]. Group 1: Sale Details - Foxconn announced the sale of the Lordstown factory in Ohio for $375 million (approximately 2.7 billion RMB) to a newly registered company, Crescent Dune LLC [5][6]. - The factory, previously owned by Foxconn for over three years, did not achieve any scale in electric vehicle production [5][9]. - The sale includes the factory and equipment, with Foxconn planning to continue producing products for the automotive industry at the site [7][20]. Group 2: Background and Challenges - The Lordstown factory was once a General Motors assembly plant and was acquired by Foxconn in 2021 with ambitions to become a major electric vehicle manufacturing hub [9][12]. - Foxconn faced significant challenges in the electric vehicle sector, with multiple partners, including Lordstown Motors, declaring bankruptcy [13][14]. - The company underestimated the complexities of automotive manufacturing, which differ greatly from its traditional electronics assembly business [15][17]. Group 3: Strategic Shift - The sale of the Lordstown factory is part of Foxconn's broader strategy to pivot towards higher-value sectors such as AI and data centers, moving away from electric vehicle production [23][24]. - Future plans for the factory may include the production of AI-related products, as indicated by Foxconn's ongoing partnerships and investments in data center technologies [21][22]. - This transition reflects Foxconn's need to adapt to changing market conditions and the challenges faced in the automotive sector [24].

Core Viewpoint - The article discusses the automotive strengths of the thirteen cities in Jiangsu Province, referred to as "Thirteen Taibao," highlighting their GDP rankings and automotive production capabilities, particularly in the electric vehicle sector. Group 1: GDP Rankings - The GDP rankings for the thirteen cities in Jiangsu for 2024 show Suzhou leading with 26,727 billion, followed by Nanjing (18,501 billion), Wuxi (16,263 billion), and others [5] - The second tier includes cities like Xuzhou (9,537 billion) and Yangzhou (7,810 billion), while the third tier consists of cities like Zhenjiang (5,540 billion) and Huai'an (5,413 billion) [5] Group 2: Automotive Production - In 2023, Jiangsu Province produced 1,989,000 vehicles, with 1,047,000 being new energy vehicles (NEVs) [8] - The top five cities for NEV production were Changzhou (678,000), Nanjing (204,000), Taizhou (93,000), Zhenjiang (30,000), and Xuzhou (17,000), accounting for 97.6% of the province's total NEV output [8] Group 3: Automotive Industry Strengths - Jiangsu's automotive parts industry generated sales of 1.16 trillion in 2023, with Suzhou, Changzhou, Wuxi, Nanjing, and Yangzhou leading in sales, collectively accounting for 80.3% of the province's total [8] - The article notes that while Jiangsu is a major automotive manufacturing province, it primarily hosts production for brands from other provinces, lacking significant local brands [26] Group 4: City-Specific Highlights - Changzhou is recognized as a leader in NEVs, with a production capacity nearing 800,000 vehicles in 2024 and nearly 4,000 related enterprises [49] - Nanjing has over 500 automotive-related companies but has struggled to retain new automotive startups, with several going bankrupt [30] - Wuxi is home to several automotive companies, including SAIC Maxus and Huachen New Energy, and has a strong automotive parts industry [40] - Xuzhou is known for its heavy-duty trucks, particularly from Xugong Group, which ranks seventh in the Chinese heavy truck market [45] - Suzhou has a robust automotive parts sector, with a significant number of related enterprises and a focus on electric vehicle components [61] - Other cities like Yangzhou, Taizhou, and Zhenjiang also contribute to the automotive landscape with various manufacturing capabilities and partnerships [79][96][84]

Core Viewpoint - The Tesla Diner, opened on July 21, has become a chaotic phenomenon in Los Angeles, blending elements of a fast-food restaurant, a charging station, and a social media hotspot, but failing to deliver a satisfactory dining experience [5][6][10]. Group 1: Restaurant Experience - The diner features a retro-futuristic design with elements like roller-skating servers and a Cybertruck-themed food box, but the execution is marred by long wait times and subpar food quality [9][10]. - Customers report long queues, with an average wait of 45 minutes, and food that is described as mediocre and overpriced, with a typical meal costing around $50 without drinks [11][12]. - The menu has already been significantly reduced, with many initially ambitious items removed due to overwhelming demand [12][14]. Group 2: Community Impact - The diner has sparked protests and community unrest, with residents complaining about noise, light pollution, and traffic congestion caused by the 24-hour operation and numerous charging stations [14][15]. - Local authorities are considering measures to manage the traffic and crowding issues, indicating the diner’s impact on the surrounding community [14][15]. Group 3: Brand and Marketing Strategy - The Tesla Diner serves more as a brand showcase than a traditional restaurant, aiming to create buzz and attract attention rather than focusing on profitability [21][23]. - Despite negative reviews, the diner successfully generates significant media attention and foot traffic, highlighting its role as a marketing tool for Tesla [21][22]. - The long-term viability of the diner as a profitable venture is questionable, but it may succeed in creating ongoing brand visibility and engagement [23].

作者 / 张霖 郁 编辑 / 张 南 设计 / 张 萌 2025年7月30日，李斌从上海办公室出发，开着第二天要发布的乐道L90，目的地是杭州新天地太阳剧场，这是第二天的发布会场地。 李斌一来是为自家的车做宣传，二是实测这辆车的辅助驾驶、NVH静谧性以及各项指标。 7月31日上市发布会公布的价格没有让大家失望，26.58万元起售，和7月初预售价27.99万元相比，再次下调。如果采用电池租用方案（BaaS），售价 低至17.98万元。L90顶配整车价格低于30万元。 现场欢呼声之下，行业或者友商更关心这款车赚不赚钱？ 蔚来联合创始人秦力洪在8月1日的媒体沟通会上明确表示这款车"有合理盈利"，而李斌当时则对身旁的乐道总裁沈斐说，"毛利减掉你这边的费用就 是利润"，言外之意：沈斐，你要好好算账，控制好成本。 《汽车商业评论》在乐道L90正式发布后，分别在杭州、北京两个城市去了不同门店调研。 "基本上每天都是满的，有些用户看完展车就直接过来下订，有很多是带着全家来试驾的。"杭州滨江一家乐道门店的销售顾问告诉《汽车商业评 论》。 北京北五环外的一家乐道门店，周末的人流比平常多了两倍。 一位前来试驾的车主告诉《汽车商业评 ...

Core Viewpoint - The article discusses the intense competition and challenges within the Chinese automotive industry in July 2025, highlighting various industry leaders' statements and actions that reflect the sector's collective anxiety regarding transformation and market dynamics [5]. Group 1: NIO's Financial Transparency and Strategy - NIO's CEO Li Bin addressed the company's cumulative losses exceeding 100 billion RMB, emphasizing that the financial reports are transparent and clean, with losses primarily attributed to R&D and charging infrastructure investments [8][9]. - Li Bin compared NIO's financial approach to household renovations, stating that the company fully expenses R&D costs rather than amortizing them over time, which contributes to the perception of high losses [9][12]. - He criticized the industry's trend of increasing vehicle weight due to larger batteries, arguing that heavier vehicles cause more damage to roads and pose safety challenges [12][13]. Group 2: Huawei's Marketing Reflection - Huawei's executive Yu Chengdong clarified a misunderstanding regarding a "driving while sleeping" incident, using the opportunity to reflect on the company's marketing shortcomings and the need for better communication of product features [15][16]. Group 3: Great Wall's Recruitment Initiative - Great Wall's Chairman Wei Jianjun launched a "35+ recruitment campaign," promoting the idea that being over 35 is not a career dead-end but a new beginning, aiming to combat age-related anxiety in the workforce [19][20]. - This initiative reflects a broader recognition of the value of experienced employees in the automotive industry's transformation [19]. Group 4: Industry Warnings and Concerns - Bosch's executive Wu Yongqiao warned that offering high-level intelligent driving features for free could lead to a disaster for the industry, as it undermines the financial viability of R&D investments [36][37]. - He highlighted the contradiction of declining profits amidst rising revenues, urging the industry to adopt sustainable business models that allow for the recovery of R&D costs [37][38]. Group 5: Chery's Candidness on Industry Practices - Chery's Chairman Yin Tongyue openly discussed the company's cautious approach to technology and market competition, criticizing the industry's price wars and advocating for a more dignified international presence [25][26]. - He emphasized the importance of maintaining a positive image for Chinese automotive brands abroad and avoiding destructive competition [26][27]. Group 6: New Developments in the Automotive Sector - The establishment of the new China Chang'an Automobile Group marks a significant development in the industry, with ambitions to achieve a production and sales scale of 5 million vehicles by 2030, focusing on electric vehicles [40][41]. - The new entity aims to leverage its substantial resources and capabilities to become a top global automotive brand [41].

编辑 / 张 南 设计 / 柴文静 理想i8撞击乘龙8吨卡车事件持续发酵，并且有可能正在朝着不可收拾的方向狂奔。 作者 / 涂彦 平 2025年7月29日晚，理想i8发布会，厂家在展示理想i8安全性时，播放了一段"重卡连环撞击"试验视频。 视频中，理想i8和一辆8吨卡车以100公里/小时(双车均50km/h)的相对速度对撞。两辆车车身均贴有"中国汽研SUPER CRASH超级试验"字样。 碰撞结束，理想汽车得到了理想的结果：理想i8 A\B\C柱、门梁均无变形。 最初发布视频的时候，由于碰撞的重卡车型方向盘没有打码，网友发现该卡车品牌为乘龙卡车。 于是，一场将理想汽车、东风柳汽、中国汽研涉事三方裹挟其中的舆论风暴就此爆发。 中国汽研回复媒体：测试的全过程肯定符合所有的规定和标准，不会刻意调节车辆参数。"这次测试不属于公告准入测试，我们理解应该不是强制性 必须做的一个（项目）业务，（测试结果）一般用于车辆的开发验证。" 理想汽车回复媒体：实验基于用户真实交通会车场景的模拟，全权委托专业的第三方检测机构测试认证，试验场地、测试设备以及市场端随机购买的 测试卡车均由检测机构提供，理想没有任何指定。 理想汽车产品线负 ...

作者 / 丁 晶 晶 编辑 / 黄 大 路 设计 / 柴 文 静 当下中国汽车行业的内卷，究其本质，是以各种所谓创新来降低成本，从而通过价格战来获得市场上的主动权。 这些创新包括管理创新、技术创新、设计创新等等，但是不能否认，很多创新是以牺牲质量为前提，本质上，不仅不值得鼓励，而且需要反对和杜绝。 那么，有没有可能通过创新，降本不降质，甚至能够提升质量呢？ 轩辕同学校长贾可博士 ▼ 2025年7月19日至20日，轩辕同学铃轩5期第三模块课程以"质量提升与技术设计创新"为核心主题，共同探讨突破汽车产业内卷困局的抓手。 本次课程在位于四川绵阳的四川移柯智创通信技术有限公司举行，一汽丰田汽车有限公司采购部部长李鹏程、深蓝汽车科技有限公司首席供应链官金国 庆、诗玛特企业管理有限公司创始人秦霄杨、阿维塔科技质量管理部高级总监乔艳斌等导师，以及一家国内领先的自主高度豪华品牌采购负责人先后授 课。 他们共同围绕质量提升与技术设计创新主题，深入探讨了行业内卷下市场敏感度与内部钝感力的平衡、全球化卓越质量体系构建、基于失效模式的稳健 性创新、传统车企向高端转型的质量创新路径及供应链长期价值主义下的质量与技术突破等关键议题，为行 ...

尽管有贸易协议在手，韩国还是与欧盟和日本一样，面临着15%的关税。在上周日本与美国达成15%的关税税率协议后，韩国面临的压力不断增大，因 为日本是汽车和制造业领域的主要竞争对手。 作者 / 钱 亚 光 编辑 / 黄 大 路 设计 / 柴 文 静 来源 / B L O O M B E R G , K o r e a t i m e s, A u t o m o t i v e n e w s 特朗普于7月30日在其社交媒体平台上发文称："我们已就对韩国的关税达成一致，为15%。美国则无需缴纳关税。" 就在8月1日这一各国必须与美国达成协议的最后期限的前一天，韩国方面也宣布了这一消息。若韩国未能达成协议，将面临更高的关税处罚。若韩国未 达成协议，其需缴纳的关税税率将为25%。 4月份，韩国曾短暂面临25%的关税，之后美国对一些国家暂停征收关税。此次暂停将于本周五到期。新的15%的关税高于许多国家自4月以来所支付的 最低10%的关税。 谈判内容涉及广泛 "我很高兴地宣布，美国已与韩国达成一项全面且完整的贸易协议。协议内容是，韩国将向美国提供 3500 亿美元，用于投资美国拥有和控制的项目，这 些项目将由我进行选定。 ...

Core Viewpoint - The honeymoon period for Chinese automotive exports to Russia has ended, with significant declines in sales and market share observed in early 2025 compared to previous years [2][3][12]. Group 1: Sales and Market Dynamics - From January to May 2025, China exported 153,664 passenger cars to Russia, a year-on-year decrease of 58.75% [3]. - In 2024, Chinese brands sold 906,000 vehicles in Russia, capturing 58% of the overall passenger car market [4]. - Despite a decline in sales, Chinese brands maintained over 50% market share, with a slight decrease to 55% in early 2025 [14][12]. Group 2: Challenges Faced by Chinese Brands - The profitability of parallel car exports has dropped from approximately 10% to around 1% since late 2024 [6]. - The Russian automotive market has seen a total sales decline of 26.75% in early 2025, with Chinese brands experiencing a similar drop of 27.64% [13]. - A significant number of Chinese car dealerships in Russia have closed, with 213 out of 274 closed dealerships being Chinese [16]. Group 3: Consumer Sentiment and Product Issues - Russian consumers have expressed dissatisfaction with Chinese cars, citing issues such as lack of core technology, reliability, and inadequate after-sales service [27]. - The Russian Ministry of Industry and Trade has highlighted serious safety concerns regarding certain Chinese brands, which could lead to stricter product certification processes [21][22]. Group 4: Competitive Landscape - Major international automotive brands are re-entering the Russian market, increasing competition for Chinese manufacturers [29][35]. - The return of brands like Hyundai and Kia, along with the indirect entry of Volkswagen through parallel imports, poses a significant challenge to Chinese automotive companies [30][31]. Group 5: Future Opportunities - As the Russian new car market declines, there is a notable shift towards the used car market, with Chinese used car sales increasing by 44% year-on-year [36]. - Chinese automotive exports are diversifying, with significant growth in markets such as the Middle East, South America, and Southeast Asia, which may help mitigate risks associated with the Russian market [36].