加入轩辕同学 ， 成就新汽车人! 撰文 / 莫 莉 编辑 / 黄大路 设计 / 甄尤美 Stellantis、丰田、日产这次可能要当"差生"了。 当下，英国汽车行业正屏息凝神，迎接其零排放车辆（ZEV，Zero Emission Vehicles）强制目标政策实施以来的首个关键大 考。 最近，多家研究机构的最新测算显示，Stellantis、丰田、日产今年在英纯电销量占比难达标，或面临每车最高1.5万英镑的"硬 性"罚款，潜在罚金总额高达数亿英镑。 但也不全是坏消息。今年9月，英国市场迎来了史上最大规模的月度纯电汽车上牌量，政府年内也在接连放宽多项灵活机制以 平滑转型阵痛。 车企们一边紧急补作业，通过大幅折扣和补贴策略奋力追赶，一边仍不忘呼吁政府再度微调规则。 可以说，这场关于配额、积分与折扣构成的攻防战，正在影响英国车市2025年的走向。 28%红线 为了更好地理解这场合规之战，我们需要先厘清英国零排放车辆强制目标的核心规则。 根据官方发布的信息，英国零排放车辆强制目标自 2024 年起实施，要求车企每年提升在英销售的新车中零排放车型的比例，其实 主要就是纯电车型为主。 具体来看，目标为乘用车和轻型商用车分 ...

Core Viewpoint - The automotive industry is facing intense competition in the current market, with companies setting higher sales targets than the previous year, leading to potential overproduction and inventory issues [4][5]. Group 1: Sales Targets and Performance - Many automotive companies have set ambitious sales targets for 2025, but achieving these targets is challenging given the current market conditions [5]. - Among the companies analyzed, only XPeng has exceeded a 75% completion rate of its sales target, attributed to its conservative initial target setting [8]. - Companies like SAIC, Geely, BYD, and Xiaomi have also achieved over 70% completion rates [9]. Group 2: Market Trends and Consumer Behavior - The fourth quarter is critical for sales, especially with the upcoming tax incentives, prompting companies to accelerate new vehicle launches [5][12]. - Data from the "TQ Auto Flow" platform indicates a decline in foot traffic to dealerships during the National Day holiday compared to previous years, suggesting a potential decrease in consumer interest [14][16]. - The foot traffic data shows that some dealerships experienced lower visitor numbers than expected, with many consumers opting for travel instead of car shopping [14][19]. Group 3: Company-Specific Insights - For FAW Toyota, the main markets are Guangdong, Shandong, Jiangsu, and Zhejiang, with a notable decline in foot traffic during the holiday period [17][19]. - GAC Toyota's sales are also concentrated in similar regions, with a strong performance from hybrid and electric models, which accounted for about 50% of their total sales [22]. - Both FAW and SAIC Volkswagen reported lower foot traffic during the holiday compared to 2024, indicating challenges ahead for 2025 [24][30]. Group 4: New Energy Vehicle (NEV) Trends - NIO, XPeng, and Li Auto are experiencing growth in brand recognition and sales, with NIO achieving a total delivery of 201,000 vehicles by Q3 2025 [46]. - XPeng reported a significant year-on-year increase in deliveries, reaching 313,000 vehicles, but faces pressure on profitability and cost management [49]. - Li Auto's performance is lagging behind its ambitious target of 640,000 vehicles, with production delays affecting new models [51]. Group 5: Future Outlook - The competition in the NEV market is expected to intensify as traditional automakers introduce new models, potentially leading to price wars and increased mergers and acquisitions [54].

加入轩辕同学 ， 成就新汽车人! 撰文 / 常 笑 编辑 / 张 南 设计 / 甄 尤 美 2025年10月13日凌晨，四川成都天府大道主干道发生的一起严重交通事故，再次将小米汽车推上了舆论的风口浪尖。 涉事车辆为一台小米SU7，事发时天府大道路面车流较少，该车在以较快速度超越前方车辆时发生碰撞并失控，随后越过中央绿化带，车身翻滚至 对向车道并瞬间燃起明火，火势在短时间内迅速蔓延至全车。 一段现场视频显示，消防救援人员赶到现场后立即进行灭火操作，但明火扑灭后，车辆已仅剩车架，救援人员只能使用锤子、电锯等破拆车门。 从后续现场图片可见，涉事车辆车身主体已严重焚毁，初步判断其疑似为小米SU7 Ultra量产车型，该车型售价52.99万元，主打极速性能与赛道级 操控。 事发当日下午，成都市公安局交通管理局发布相关警情通报。根据通报内容：2025年10月13日凌晨3时18分许，成都市天府大道南段发生一起道路 交通事故。接警后，公安、消防、医疗救援等部门迅速到场处置。 事发后，驾驶人员被困车内，其间，有多名路人主动参与救援，徒手或用工具猛砸车窗，但因车门无法打开且火势迅猛救援失败，最终驾驶员不 幸遇难。 对于此次事故， ...

加入轩辕同学 ， 成就新汽车人! 撰文 / 莫 莉 编辑 / 黄大路 设计 / 甄尤美 在法拉利刚刚启动其首款纯电动车Elettrica之际，兰博基尼却称正考虑搁置两年前的纯电承诺。 就在这几天，兰博基尼CEO史蒂芬·温科尔曼（Stephan Winkelmann）在接受媒体采访时透露，兰博基尼两年承诺的首款纯电车型，或许在近期迎 来变化。 原定在本十年后期量产、被视为品牌第四车系雏形的Lanzador，正被认真评估由纯电动车改为插电式混合动力，并将在几周内做出最终决定。 这一计划调整的背后，是高端电动跑车市场需求的持续降温。 温科尔曼判断，如果坚持纯电路线，或许首款纯电动车一上市就会遇冷，"我们有能力打造纯 电动车，但我认为未来几年推出纯电版本并非明智之 举。" 纯电首作或将"遇冷" 在接受Autocar采访时，温科尔曼透露，关于Lanzador是做纯电还是做插混，"我们需要在接下来的几周内决定"。 他同时判断，就兰博基尼这类产品而言，眼下客户"并不把纯电动车视作合适替代"，公司"当然有能力做纯电动车，但在未来几年里这会是一个不 够好的报价"。 这不是单句情绪化表达，而是基于对高净值客群使用场景与体验阈值的 ...

Core Viewpoint - The article discusses the implementation of a "Battery Passport" by European automakers, particularly Kia, as a response to new EU regulations aimed at enhancing battery transparency and traceability throughout the battery lifecycle [4][5][13]. Group 1: Battery Passport Implementation - Kia Europe is conducting a public trial of the "cell-level" battery passport on the EV3 model, which allows real-time tracking of battery health and maintenance diagnostics [5][8]. - The battery passport will be mandatory for all electric and hybrid vehicles sold in Europe by February 2027, exceeding the basic regulatory requirements by integrating additional safety-related data [5][10]. - The system enables data collection from each battery cell, ensuring transparency and traceability throughout the battery's lifecycle, which can benefit vehicle owners by extending battery life and reducing maintenance costs [8][10]. Group 2: Regulatory Context - The EU's new battery regulation (EU 2023/1542) mandates that all electric vehicles with a capacity greater than 2kWh must have a digital battery passport by February 18, 2027 [13][14]. - The regulation outlines over 100 data attributes that the battery passport must include, covering aspects such as carbon footprint, recycling content, and performance [13][14]. - The focus has shifted from whether to comply with regulations to how to effectively implement the necessary systems and data management [15][16]. Group 3: Industry Collaboration and Future Prospects - Kia's initiative is part of a broader industry trend, with other automakers like Volvo also planning to implement battery passports in alignment with EU regulations [20][21]. - The collaboration among various stakeholders, including academic institutions and technology providers, is crucial for the successful deployment of the battery passport system [10][22]. - The battery passport is expected to evolve beyond compliance, impacting after-sales services and financial aspects such as second-hand vehicle valuations and warranty pricing [22][23].

Core Viewpoint - The article discusses an incident where BYD's security team allegedly impersonated Geely's Zeekr team to obtain sensitive information about a cybersecurity product, raising questions about corporate ethics and competition in the automotive industry [4][5][11]. Group 1: Incident Overview - BYD's security team posed as members of Geely's Zeekr team to request information about DefenseWeaver, an AI-driven automotive cybersecurity analysis software [4]. - The impersonators initiated contact through official channels, conducted a detailed online meeting, and subsequently went silent after obtaining information [4][5]. - After the incident, BYD representatives provided vague explanations and did not acknowledge any wrongdoing [4]. Group 2: Industry Context - The incident reflects a competitive environment in the Chinese automotive sector, where companies may resort to unethical practices to gain technological advantages [11][12]. - BYD reported significant financial growth, with a revenue of 777.1 billion yuan and a net profit of 40.25 billion yuan in 2024, suggesting that the company has resources for legitimate R&D [11]. - The competitive landscape has intensified, with Geely's sales increasing by 126% in the first half of 2025, indicating a shrinking market share for BYD [14]. Group 3: Ethical Concerns - The article raises critical questions about BYD's corporate culture and the ethical standards expected of its employees [17]. - Comments from industry insiders suggest that such behavior may stem from internal pressures to innovate and compete effectively [11][12]. - The incident has sparked discussions about the need for suppliers to protect their intellectual property in a highly competitive market [12][17].

Core Viewpoint - General Motors is making significant adjustments to its procurement agreements, aiming to gain greater operational flexibility by tightening supply contracts with other major automakers in Detroit [3][4]. Group 1: New Contract Terms - The new "project extension clause" allows General Motors to extend contracts indefinitely with a six-month notice to suppliers, breaking the traditional fixed-term contract model [4]. - Suppliers are concerned about the implications of this clause, particularly regarding price adjustments, as it grants General Motors unilateral power to determine price changes based on a fair cost assessment if an agreement cannot be reached [4][8]. - This change has surprised many suppliers, as General Motors has previously been seen as the most cooperative among the Detroit automakers [8]. Group 2: Industry Context and Challenges - General Motors is facing significant cost pressures, with expected tariff costs ranging from $4 billion to $5 billion, the highest among the Detroit automakers [10]. - The automotive industry is experiencing uncertainty due to canceled electric vehicle orders and project delays, prompting manufacturers to seek more flexible procurement contracts to mitigate risks [10]. - The trend indicates a shift in power dynamics within the industry, with automakers increasingly transferring risks to suppliers amid global uncertainties [10]. Group 3: Long-term Implications - While the new contract terms may help automakers control costs in the short term, they could lead to dissatisfaction among suppliers, potentially affecting product quality and delivery timelines [12]. - The introduction of such clauses without supplier consent may damage the reputation of automakers and erode trust within the supply chain, which is crucial for long-term collaboration and innovation [14]. - Historical precedents show that General Motors has previously modified contentious contract terms in response to supplier and industry pushback, indicating a potential for future adjustments [14].

撰文 / 温 莎 编辑 / 黄 大 路 设计 / 土 豆 悬空了8个月的东风汽车集团有限公司（简称东风公司）总经理终于有了人选。 2025年10月11日，东风公司党委常委、总会计师冯长军正式升任董事、总经理、党委副书记。 当天，东风汽车集团有限公司召开领导班子（扩大）会议。受中央组织部领导委托，中央组织部有关干部局负责同志宣布了这一决定。 冯长军，1978年5月出生，中央财经大学会计学专业大学毕业，中国人民大学会计专业会计学硕士，拥有正高级会计师的职称。今年47岁的他，成 为三大汽车央企中最年轻的总经理。 这是三个月内，东风常委级别人事的第三次调整。 7月22日，东风汽车有限公司副总裁、东风日产乘用车公司副总经理周锋升任东风汽车集团有限公司副总经理、党委常委； 2025年9月17日，东风汽车集团有限公司党委常委、副总经理张祖同调任中国一重集团有限公司董事、党委副书记。 此次调整后，东风常委级别的管理层仍为7人编制，除了冯长军外，杨青为董事长、党委书记；刘艳红为董事、党委副书记；尤峥为副总经理、党 委常委；黄川为纪检监察组组长、党委常委；黄勇为副总经理、党委常委；周锋为副总经理、党委常委。 2001年7月至20 ...

Core Viewpoint - The article discusses the discomfort experienced by passengers in electric vehicles (EVs), particularly the issue of motion sickness, which has become a significant concern as EVs replace traditional vehicles in daily life. The incident involving actress Dong Xuan and her husband, who experienced motion sickness while riding in a sponsored EV, sparked widespread discussion on social media about the comfort levels of electric cars [3][4][6]. Summary by Sections Industry Concerns - The incident highlighted a growing industry concern: as EVs become more common, the issue of motion sickness must be addressed, with 38% of EV users reporting discomfort, particularly among family passengers [7][8]. Causes of Motion Sickness - Motion sickness is caused by a mismatch of sensory information, where the inner ear perceives motion that the eyes do not see, leading to confusion in the brain [11]. - EVs are believed to exacerbate this issue due to their rapid acceleration (0 to 100 km/h in 3-5 seconds compared to 8-10 seconds for traditional vehicles) and aggressive regenerative braking systems, which can create sudden deceleration sensations [12][13][15]. - The lack of auditory and vibrational cues in EVs, which are present in traditional vehicles, contributes to the unexpected sensations that trigger motion sickness [15][28]. Solutions and Innovations - Various automakers are developing technologies to mitigate motion sickness, with a focus on improving vehicle dynamics and passenger comfort. For instance, Nissan's N7 features a "smart anti-motion sickness system" that reportedly reduces motion sickness by 52% [19][20]. - Honda's P7 claims to reduce motion sickness probability by 72% through advanced suspension systems that filter out vibrations [23]. - Other brands, such as Xpeng and Xiaomi, are also introducing specialized modes aimed at reducing discomfort during rides, with reported effectiveness in lowering motion sickness rates by 40% and 51%, respectively [25][26]. Industry Trends - The automotive industry is shifting towards a focus on passenger comfort, with a potential future standard for evaluating vehicles based on their "motion sickness index" [15][28]. - The competition is expected to evolve from merely enhancing technical specifications to prioritizing user experience and comfort through innovative design and engineering solutions [32].

撰文 / 杜 咏 芳 编辑 / 黄 大 路 设计 / 慕 衍 10月9日，法拉利在其位于马拉内罗的总部，以一场戒备森严的仪式，缓缓揭开了品牌首款纯电动车的面纱——新车暂定名为"Elettrica"，预计售价不低 于50万欧元（约合58.04万美元）。 红色幕布在聚光灯下徐徐拉开，展现在众人眼前的，是这款电动车的量产底盘：一个集成了电池组与驱动电机的平台结构，尚未装配轮毂与车身外壳。 这场 "半成品" 亮相，瞬间点燃了全球媒体的想象力。多家外媒依据此前在意大利街头捕捉到的伪装测试车影像，纷纷展开猜测：Elettrica 可能将以猎装 车、旅行车，抑或紧凑型跨界车的形态问世。 法拉利官方的回复吊足了人的胃口。关于新车完整外观的谜底，仍需等到明年春季才能揭晓。而真正能握住方向盘的时刻，则要等到 2026 年更晚些时 候。 但对全球 "跃马" 的拥趸而言，没人会抱怨等待的漫长，因为他们都甘愿为法拉利留出打磨细节的空间。 这件事，法拉利是认真的 虽 然我们还不知道这款新车真正驾驶起来怎么样，但有一件事可以确定，法拉利对这事儿是认真的 。 作为一个历时数年、耗资数亿美元的项目，法拉利旨在为电动跑车在外观、声浪和驾驶感受上 ...