Core Viewpoint - NIO has demonstrated resilience in a challenging automotive market, achieving significant growth in vehicle deliveries despite intense competition and market pressures [3][8]. Delivery Performance - In June, NIO delivered a total of 24,925 vehicles across its three brands, marking a year-on-year increase of 17.5%. For Q2, total deliveries reached 72,056 units, a quarter-on-quarter increase of 71.2%, achieving the second-best performance in history [3]. - The main brand, NIO, delivered 14,593 units in June, while the Lada brand reached a new monthly high with 6,400 units, and the Firefly brand delivered 3,932 units, also a record for the year [7]. Chip Development - NIO's self-developed 5nm automotive-grade chip, the Shenji NX9031, has met its performance design goals, showcasing the company's strong chip design and engineering capabilities [10][12]. - The Shenji NX9031 chip significantly enhances vehicle safety and user experience, while also optimizing single-vehicle costs by approximately 10,000 yuan, thereby improving gross margins [12]. Organizational Changes - Starting in early 2025, NIO will implement a Cell Business Unit (CBU) mechanism to address the complexities of managing multiple brands and projects [23]. - The CBU mechanism emphasizes operational autonomy, with each unit responsible for its own ROI, thus shifting from a traditional KPI-driven approach to a focus on profitability [26]. Market Expansion - NIO is actively restructuring its sales system, particularly for the Lada brand, which has seen significant delivery growth due to improved sales team effectiveness and brand recognition [30]. - The company is also expanding its battery swap station network, with over 2,000 stations currently operational, enhancing its market penetration in lower-tier cities [33]. Long-term Investment Strategy - NIO has consistently invested in R&D, with cumulative investments exceeding 60 billion yuan since its inception, maintaining quarterly R&D expenditures around 3 billion yuan since 2022 [20]. - The development of the SkyOS, a comprehensive operating system for smart electric vehicles, exemplifies NIO's commitment to technological innovation and long-term strategy [36][38]. Future Outlook - NIO's foundational infrastructure, including its self-developed chip and operating system, is expected to yield significant returns as vehicle sales and financial performance improve [43].

Core Viewpoint - Xiaomi's automotive division achieved an astonishing record by securing 289,000 pre-orders for the YU7 model within just one hour, significantly impacting the traditional automotive industry's sales dynamics and prompting a reevaluation of competitive strategies [2][3][5]. Group 1: Market Performance - In July 2025, 14 new automotive companies reported their sales figures, with four leading companies (Leap Motor, AITO, Li Auto, and Xpeng) exceeding 30,000 monthly sales [6][10]. - Xiaomi's sales in June reached over 25,000 units, with a total of over 150,000 units sold in the first half of the year [8][31]. - Leap Motor reported a record delivery of 48,006 units in June 2025, marking a year-on-year growth of over 138% [11]. - AITO's series delivered 44,685 units in June, with the M9 model being a significant contributor [21]. Group 2: Competitive Landscape - The automotive industry is experiencing a shift in competitive logic, with Xiaomi's rapid success challenging established norms and creating anxiety among traditional manufacturers [4][5]. - Other companies, such as Li Auto and NIO, are facing pressure as they report declining sales figures, with Li Auto experiencing a 24% year-on-year drop in June [15][27]. - The emergence of new players like Deep Blue and AITO is reshaping the market, with both companies showing strong growth in sales [31][29]. Group 3: Future Outlook - Xiaomi's YU7 model's success has raised questions about the sustainability of its sales momentum, as the company now faces challenges related to production capacity and order fulfillment [31]. - The competitive environment is expected to intensify, with established brands like NIO and Li Auto planning to launch new models to regain market share [16][27]. - The overall market dynamics indicate a potential for further disruption as new entrants continue to innovate and capture consumer interest [5][4].

Core Viewpoint - Ford's CEO Jim Farley publicly supports Waymo's lidar-based autonomous driving technology, contrasting it with Tesla's camera-based approach, highlighting the importance of lidar for safety in autonomous systems [2][4][18]. Summary by Sections Autonomous Driving Technology Comparison - Waymo's sixth-generation autonomous driving system includes 13 cameras, 4 lidars, 6 millimeter-wave radars, and multiple external audio receivers, creating a comprehensive sensory system. In contrast, Tesla relies on 8 cameras for 360-degree coverage [3]. - The industry debate centers on two core technological paths: Tesla's camera and AI-based perception versus Waymo's multi-sensor approach, which includes lidar for enhanced environmental recognition [5]. Cost and Economic Considerations - Elon Musk argues that Tesla's pure vision approach is more cost-effective, estimating that Tesla vehicles cost only 20% to 25% of Waymo's due to lower production volumes and expensive high-end sensors used by Waymo [7]. - Waymo's autonomous vehicles, typically modified from Chrysler Pacifica, have advanced sensor suites with lidar costs reaching tens of thousands of dollars, while Tesla's upcoming Model Y with FSD is priced between $40,000 and $60,000 depending on configurations [7]. Competitive Landscape - Tesla has begun piloting its autonomous ride-hailing service, while Waymo is integrating its technology into consumer vehicles through partnerships with Toyota and Hyundai [9]. - Waymo operates over 1,500 autonomous vehicles in cities like San Francisco and plans to expand to 2,000 vehicles by next year [16]. Ford's Strategic Direction - Ford has abandoned plans for developing its own Level 4 fully autonomous driving system, opting instead to collaborate with existing autonomous driving companies [18]. - The company is focusing on its BlueCruise system, which allows drivers to temporarily disengage from driving under certain conditions, and may integrate lidar in future models to enhance safety [19]. Industry Trends - Farley's statements reflect a broader industry trend of balancing safety and cost, with different companies making varying trade-offs as technology and policies evolve [20].

Core Viewpoint - Since Elon Musk's acquisition of Twitter (now X) in 2022, Tesla has faced significant challenges, including declining brand reputation, slowing global sales, and shaken investor confidence, compounded by frequent changes in its executive team [4]. Group 1: Executive Changes - Tesla's North America and Europe operations VP, Omead Afshar, was recently fired amid declining sales in these key markets [4][12]. - Afshar had a varied background, including roles at St. Jude Medical and Abbott, before joining Tesla and leading significant projects like the Austin Gigafactory [6][8]. - His departure is part of a broader trend of executive turnover at Tesla, which has seen several high-profile exits in the past 14 months, including leaders in robotics, battery technology, and public policy [16][20]. Group 2: Sales Performance - Tesla's sales in Europe have dropped significantly, with a reported 37% year-over-year decline in the two months leading up to May [20]. - In the U.S., Tesla's sales are also weak, with a 15% year-over-year decline in China reported in May [21]. - Analysts predict a global delivery drop of at least 10% for the second quarter, with expected deliveries around 392,800 vehicles compared to 444,000 in the same period last year [21]. Group 3: Strategic Shift - Tesla is shifting its strategic focus towards AI-driven autonomous driving technology and robotics, moving away from solely relying on electric vehicle sales [16][23]. - The recent launch of the Robotaxi pilot program in Austin has faced scrutiny, with reports of unstable driving behavior during tests, raising concerns about Tesla's readiness to compete with established players like Waymo [23].

撰 文 / 轩辕矩阵 2025年6月25日上午，轩辕矩阵（Xuan Yuan Matrix）管理委员会对旗下媒体作出三项重要任命。 其一，正式任命温莎女士为《汽车商业评论》主编。 设 计 / 张 萌 温莎，女，生于1987年6月，北京人，毕业于英国东英吉利亚大学媒体与国际发展专业，获文学硕 士学位。回国后，曾就职于《中国青年报·青年参考》，2020年加入《汽车商业评论》，历任记 者，副主编。 对于温莎此番升任主编，轩辕矩阵总裁贾可博士表示，新主编年轻、勤奋、勇于担当，敢于较真， 她将带领团队在《汽车商业评论》走向第3个10年的新征程中创造全新的成绩。 其二，正式任命涂彦平为《轩辕商业评论》主编。 涂彦平，女，1984年出生，先后就读于东北师范大学、首都师范大学，文学硕士。2012年6月加入 《汽车商业评论》，2024年12月加入《轩辕商业评论》。有超过10年汽车行业报道经验。 《轩辕商业评论》是《汽车商业评论》向上发展的全新触角，创办于2024年12月，定位为"洞见时 尚新科技"，使命是"发展新质生产力"。 轩辕矩阵媒体板块，包括2B的《汽车商业评论》《轩辕商业评论》，2C的《汽场》《新汽车实验 室》以及其他 ...

Core Viewpoint - Lyft is adopting a unique approach to the challenges posed by autonomous driving by involving drivers in the decision-making process through the establishment of the Driver Autonomous Forum, aiming to address the future of work and societal acceptance of Robotaxi deployment [4][5][6]. Group 1: Lyft's Strategy - Lyft has launched the Driver Autonomous Forum to engage experienced drivers in shaping Robotaxi policies and service planning, with the first group of drivers providing key insights before the launch of Lyft's autonomous service in Atlanta [10][11]. - The forum will focus on three main topics: Robotaxi policy formulation, deployment pacing, and exploring future roles for drivers, such as remote vehicle support and fleet management [11]. - Lyft's approach contrasts with competitors like Waymo and Tesla, which are pursuing more technology-driven paths, highlighting Lyft's emphasis on collaboration and community involvement [7][20]. Group 2: Industry Context - The rise of Robotaxi technology presents a paradox, as it promises efficiency and cost reduction while potentially threatening the livelihoods of gig economy workers [12][13]. - Analysts have warned that aggressive expansion of Robotaxi services could lead to significant job displacement for ride-hailing drivers in the U.S. [13]. - Lyft's strategy is seen as a "soft landing" approach, acknowledging the importance of human factors in the deployment of autonomous vehicles, such as safety, user acceptance, and emergency response [16][15]. Group 3: Competitive Landscape - Competitors like Tesla and Waymo are rapidly advancing their Robotaxi initiatives, with Tesla planning to scale its fleet significantly and Waymo expanding its service areas and vehicle numbers [21][24][25]. - Uber has shifted its strategy to a platform-based model, collaborating with multiple autonomous vehicle companies to create a diverse Robotaxi alliance [26]. - Lyft's focus on community and driver participation may provide a more sustainable path, allowing it to leverage its platform advantages while gaining policy support amid regulatory scrutiny [28][29]. Group 4: Future Implications - The real challenge in the Robotaxi era lies not in technology but in building trust and addressing societal concerns regarding employment and urban ethics [30]. - Lyft's Driver Autonomous Forum signals a rare bottom-up exploration approach, aiming to reintegrate drivers into the system rather than exclude them, though the effectiveness of this strategy in the face of aggressive competition remains to be seen [31].

Core Viewpoint - The article discusses the changing landscape of the automotive job market, emphasizing the importance of choosing the right academic major to secure high-paying jobs in the future, particularly in the context of the industry's transformation driven by technology and innovation [5][6][9]. Group 1: Employment Trends and Statistics - In 2025, there will be 12.22 million college graduates, an increase of 430,000 from 2024, while the number of national college entrance exam candidates will be 13.35 million, a decrease of 70,000 from the previous year, marking the first decline since 2017 [4]. - The automotive industry is experiencing a significant shift due to the "new four modernizations," leading to high demand for skilled professionals in areas such as algorithms and battery technology, with salaries for algorithm engineers exceeding one million yuan annually [6][9]. Group 2: Popular Majors and Salary Insights - Traditional mechanical engineering roles are declining, with average starting salaries for graduates in this field around 20,000 yuan per year, while those in intelligent vehicle engineering can earn up to 35,000 yuan per year [9][11]. - Graduates in new energy fields can expect starting salaries of 12,000 yuan per month, compared to 7,800 yuan per month for traditional vehicle engineering graduates [11]. - The demand for interdisciplinary talents is increasing, with many universities introducing programs that combine mechanical and automation engineering with software [12][13]. Group 3: High-Paying Positions in the Automotive Industry - Key high-paying roles include those in "software-defined vehicles," with salaries for software quality managers ranging from 30,000 to 60,000 yuan, and for large model algorithm engineers between 50,000 and 80,000 yuan [21][22]. - The automotive industry is expected to increasingly focus on software-related positions, with significant salary growth anticipated in algorithm, energy, and data roles over the next five years [22]. Group 4: Talent Preferences of Automotive Companies - Automotive companies are prioritizing candidates with strong academic backgrounds in software, computer science, and data analysis, as well as those who can bridge the gap between technology and market needs [24][26]. - There is a notable demand for professionals who can define product requirements based on market trends and user experiences, particularly in the context of "software-defined vehicles" [26].

作 者 / 涂彦平 编 辑 / 张 南 设 计 / 赵 昊然 2025年6月27日，新修订的《反不正当竞争法》在十四届全国人大常委会第十六次会议上表决通 过，将自2025年10月15日起施行。 自1993年实施以来，《反不正当竞争法》已经推出了30多年，2017年、2019年有过两次修订，现在 迎来第三次修订。 全国人大常委会法工委发言人黄海华表示，这次修订的方向包括"贯彻党中央关于综合整治'内卷 式'竞争的精神，增加关于公平竞争审查制度的规定""着重解决大型企业等经营者滥用相对优势地 位拖欠中小企业账款问题，提高行政处罚机关层级"等内容。 内卷让中国车企更快转向海外，但是它们在海外市场也打起了价格战。以至于奇瑞控股集团董事长 尹同跃在第十七届轩辕汽车蓝皮书论坛上呼吁，中国汽车出海要有大格局，"不能把价格战卷向海 外，更不能相互诋毁、拆台，让别人笑话"。 当前汽车行业普遍存在车企为抢占市场牺牲利润、发动价格战的行为，在中国国内，不少整车厂还 滥用优势地位长期拖延供应商货款，有的更是登峰造极。 就正在反内卷的汽车行业来说，《反不正当竞争法》修订后新增的第十五条是一个亮点。 "大型企业等经营者不得滥用自身资金、技 ...

Core Viewpoint - The article discusses the overwhelming success of Xiaomi's YU7 SUV, which achieved over 240,000 pre-orders within 18 hours of its launch, raising questions about the automotive market dynamics and the implications for traditional car manufacturers [5][6][8]. Group 1: Market Dynamics - Xiaomi YU7's launch saw a staggering 200,000 pre-orders within just 3 minutes, and over 600 billion yuan in sales calculated at an average price [5][6]. - The automotive industry in China has entered a phase of stagnation, where increased sales for one brand directly correlate to decreased sales for others, highlighting a competitive and challenging environment [8][9]. - Traditional car manufacturers expressed shock and concern over Xiaomi's rapid success, indicating a potential acceleration in the competitive landscape of the automotive sector [11][12]. Group 2: Marketing and Branding - Xiaomi's marketing strategy is perceived as a blend of emotional engagement and leveraging its existing customer base from the smartphone sector, rather than traditional marketing tactics [20][21]. - The success of Xiaomi YU7 is attributed to its ability to resonate with consumer desires for high-quality design at a lower price point, effectively capturing the market's attention [27][39]. - The article notes that Xiaomi's approach is not merely about replicating existing designs but rather about innovating within the context of consumer expectations and market trends [27][39]. Group 3: Controversies and Criticisms - There are concerns regarding the authenticity of the pre-orders, with some suggesting that the high numbers may be inflated due to speculative practices and the involvement of resellers [34][36]. - Critics argue that Xiaomi's definition of "pre-orders" may differ from traditional industry standards, leading to confusion about actual demand [36][39]. - The design of Xiaomi's vehicles has faced accusations of being overly similar to luxury brands, raising questions about originality in the automotive design space [23][25].

撰 文 / 牛一龙 编 辑 / 张 南 2025年6月26日晚上，小米汽车旗下首款SUV车型小米YU7正式上市，开放购买1小时，大定数量便 突破了28.9万。虽然说可能有黄牛搅局，但是造车新势力这样来势凶猛让传统车企可能还是要黯然 伤神。 小米 YU7 正式上市前，当天下午3时，东风汽车集团有限公司（简称东风公司）召开大会，对旗下 20万元以内的东风乘用车业务、组织、人事等进行重大变革，新成立东风奕派汽车科技公司。 官方通稿说，东风汽车集团股份有限公司（简称东风集团）奕派汽车科技公司（简称新东风奕派） 成立，旨在通过聚焦整合商企、研发、生产、供应链、销售及服务等全价值链的优质资源，全速推 动东风汽车自主乘用车事业的发展。 知情人士透露，新公司将实现业务整合和闭环，采用一个公司一体化运营模式，整合东风乘用车销 售有限公司、东风乘用车制造总部、东风公司总部和东风研发总院的相关职能和人员。而旗下的风 神、纳米、奕派三大品牌仍将保留，各自发挥独特优势。 《汽车商业评论》了解到，在东风自主乘用车的大版图中，除了此次变革涉及的20万元以下的新东 风奕派，还有定位在20万-30万元的岚图，以及30万-40万元以上的猛士科技 ...