Core Viewpoint - The departure of Zhao Changjiang, former general manager of BYD's Tengshi brand, raises questions about the brand's future direction and the challenges it faces in maintaining momentum after the success of the D9 model [3][5]. Group 1: Leadership Changes - Zhao Changjiang announced his departure from BYD on October 24, 2023, after being reassigned from the sales division to oversee direct sales for Tengshi and Fangchengbao [3]. - He has been with BYD since 2009 and played a significant role in the sales strategy, particularly noted for leading the D9 model to success in the MPV market [3][5]. Group 2: Sales Performance - Tengshi's cumulative sales reached 116,000 units in the first nine months of the year, marking a year-on-year increase of 28.2%, with average monthly sales around 10,000 units, which is below earlier projections [5][6]. - The D9 remains Tengshi's best-selling model, with stable monthly sales between 8,000 and 10,000 units, but subsequent models have struggled to replicate this success [5][6]. Group 3: Brand Strategy and Development - BYD has positioned Tengshi as a key player in balancing sales and brand presence in the high-end market, alongside its other brands like Fangchengbao and Yangwang [5][6]. - The company has established brand research institutes for its various brands to enhance product planning and management, although the fundamental engineering-driven product development logic remains unchanged [6][7]. Group 4: Market Challenges and Future Directions - The shift in market dynamics, with the mainstream market nearing saturation, places pressure on high-end brands to innovate and enhance brand image, limiting their room for error [7]. - BYD is adjusting its product development approach by empowering product departments to lead innovation, moving away from a purely engineering-driven mindset [7].

以下文章来源于晚点LatePost ，作者特约作者 晚点LatePost . 晚一点，好一点 一辆飞速奔驰的行业快车突然踩下刹车。 特约作者 丨 Evan 日前相关部委联合发布了 2026 至 2027 年减免车辆购置税新能源汽车产品技术要求，明确了对列入 《减免车辆购置税的新能源汽车车型目录》（以下简称《减免税目录》）车型的全新要求，自 2026 年 1 月 1 日起，在 2026 年及以后生效的《减免税目录》发布后，购置列入《减免税目录》的新能源 汽车，可按规定享受车辆购置税减免政策。 这个政策的背景实际上是面向 2026 年初的汽车购置税减免政策的切换，从此 2024-2025 年期间每辆 新能源乘用车免征购置税（税额不超过 3 万元），转换为 2026-2027 年减半征收（减税额不超过 1.5 万元）。近两年新能源汽车市场的快速发展，离不开购置税减免政策。同时加之近两年来实施的 "以 旧换新" 补贴政策，让汽车市场持续走高。 不过随着免征购置税政策即将减半，以及各地方陆续收紧 "置换补贴" 等政策，摆在消费者面前的问题 是，2025 年底的车该怎么买？而摆在汽车厂商面前的问题则是 2026 年的汽车 ...

Core Viewpoint - The article discusses the safety risks associated with the electronic door handles of new energy vehicles, emphasizing the need for mechanical redundancy to ensure that doors can be opened in emergencies, particularly after accidents [4][6][18]. Group 1: Safety Risks of Electronic Door Handles - New energy vehicles are prone to battery-related fires after high-speed collisions, which can be exacerbated by the failure of electronic door handles to function properly [4][6]. - The reliance on electronic systems for door handles can lead to situations where doors cannot be opened after an accident, posing a significant risk to passenger safety [6][10]. Group 2: Cost Implications of Safety Features - Implementing mechanical redundancy in door handles could increase the cost of each vehicle by approximately 100 yuan, which can accumulate to millions when considering mass production [5][11]. - The most advanced electronic door handles can cost up to three times more than traditional ones, with costs reaching around 1,000 yuan per vehicle for fully hidden designs [6][10]. Group 3: Design and Regulatory Changes - New regulations mandate that all vehicle door handles must have a mechanical release function, which will push manufacturers to reconsider their designs [14][15]. - The automotive industry is moving towards more complex electronic systems, but traditional manufacturers are more cautious, adhering to rigorous quality management standards to prevent failures [16][17]. Group 4: Testing and Validation - Companies like Volkswagen and Great Wall Motors are implementing stringent testing protocols to ensure that electronic door handles can withstand various conditions, including collisions and power failures [17]. - The article highlights the importance of thorough testing and validation processes in the automotive industry to avoid design flaws that could lead to safety issues [18].

Core Insights - BYD's decision to discontinue the Song PLUS model marks a significant restructuring of its product line and brand system, aiming to streamline operations and enhance efficiency in response to fierce competition in the new energy vehicle market [3][4][6] - The Song PLUS has been a legendary model for BYD, achieving cumulative sales of approximately 450,000 units in 2022, which accounted for over half of the total sales of the Ocean Network [6][8] - The introduction of the Sea Lion 06, a direct successor to the Song PLUS, has led to a significant shift in market dynamics, with the Sea Lion 06 selling over 30,000 units in its first month, while the Song PLUS sales dropped to around 10,000 units [8][10] Product Strategy - BYD is focusing on resource allocation and efficiency by simplifying its product versions and adjusting its model plans, which includes the discontinuation of overlapping products [3][10] - The Song PLUS was initially launched in 2020 as a fuel vehicle to fill a market gap, later introducing a plug-in hybrid version in 2021, which contributed to its early success [4][6] - The Ocean Network's product lineup has been restructured to include five series: Sea Gull, Dolphin, Sea Leopard, Sea Lion, and a planned MPV series, indicating a strategic shift towards more distinct product offerings [8][10] Market Positioning - The competitive landscape has evolved, with BYD now facing rivals that offer lower prices, higher configurations, and faster iterations, necessitating a clearer product definition to avoid consumer confusion [12] - BYD's strategy includes reducing the frequency of new model launches in favor of upgrading existing models, which aligns with the upcoming tax exemption policies set to take effect in 2026 [10][12] - The independent and unified branding of the Ocean Network is seen as a crucial first step in BYD's product-level adjustments, moving away from merely increasing the number of models to enhancing brand clarity [12]

Core Viewpoint - The article discusses the recent leadership changes in Xiaopeng Motors' autonomous driving team, highlighting the appointment of Xianming Liu as the new head of the autonomous driving center, and the strategic focus on AI large models for enhancing autonomous driving capabilities [3][4][6]. Group 1: Leadership Changes - Xianming Liu has replaced Li Liyun as the head of Xiaopeng's autonomous driving center, with a strong background in machine learning and computer vision from previous roles at Facebook and Cruise [3][4]. - Li Liyun, who took over the autonomous driving team in August 2023, has a notable background in technology and has been instrumental in the development of Xiaopeng's intelligent driving solutions [6][7]. Group 2: Strategic Focus on AI - Xiaopeng is focusing on the development of a "world base model" for autonomous driving, which is a significant application of their AI large model initiative [6][8]. - The company has announced plans to develop a super-large autonomous driving model with 72 billion parameters, aiming to enhance its competitive edge in the intelligent driving sector [8][9]. Group 3: Industry Context - The competitive landscape in the intelligent driving sector is intensifying, with other major players like Li Auto, Huawei, and NIO also ramping up their AI and autonomous driving technology efforts [8][9]. - Xiaopeng has established the first large-scale AI computing cluster in the domestic automotive industry, supporting the training of its various models [9][10].

以下文章来源于晚点LatePost ，作者晚点团队 晚点LatePost . 晚一点，好一点 留在智能驾驶，不是因为容易，而是因为更难。 文 丨 魏冰 宋玮 编辑 丨 宋玮 任少卿的头发很有辨识度，浓密、微卷，刘海盖住额头。走进会议室，第一次见他的人把他当成了实习生，知道身 份后调侃说，只有在 AI 创业公司才能看到这么年轻的技术 leader。 "我们就是 AI 公司"——任少卿一本正经的回答。 但他身处的是蔚来，一家还在血海中搏杀的汽车制造商，而他的战场，是智能驾驶。这个反常回答，和他的人生轨 迹相似：总在别人以为答案已定的时候，他偏要走向另一个方向。 2007 年他考入中科大，2016 年博士毕业。期间他提出了 Faster R-CNN（一种基于深度学习的目标检测框架），又 和当时微软亚研院视觉计算组的孙剑、何恺明，博士生张祥雨一起研究 ResNet（残差网络）。后者解决了神经网络 越深越 "失忆" 的难题，让模型可以无限叠加层数，被视为深度学习史上的里程碑。当时任少卿 27 岁。 2016 年，他与曹旭东共同创立自动驾驶公司 Momenta，亲历了自动驾驶最热的创业年代。4 年后，他离开一手创立 的公 ...

Core Viewpoint - Four-dimensional Map New (四维图新) is investing in JianZhi Robotics (鉴智机器人) through a cash increase of 250 million yuan and acquiring 100% equity of JianZhi, becoming its largest shareholder with a 39.14% stake, but not a controlling shareholder [4][5][6] Group 1: Investment and Business Integration - The integration of Four-dimensional Map New's intelligent driving business with JianZhi will create a new entity called "New JianZhi," which will enhance product offerings and combine resources from both companies [4][5] - The new entity will have a workforce of around 1,000 employees, combining teams from both companies [4][6] Group 2: Product Development and Market Position - "New JianZhi" will offer a comprehensive product line covering the Horizon J6 series and Qualcomm chip-based solutions, enhancing its competitive edge in the intelligent driving market [5][6] - Four-dimensional Map New has previously launched low-level intelligent driving solutions based on the Horizon J6B chip, while JianZhi has developed mid-level solutions based on the J6E/M chips, with high-level solutions based on J6P awaiting mass production [5][6] Group 3: Industry Context and Challenges - Four-dimensional Map New has faced intense competition in the automotive navigation sector, leading to a strategic pivot towards high-precision maps, autonomous driving, and vehicle networking [6][7] - The company aims to transform into a Tier 1 supplier for intelligent driving, but faces challenges due to increasing competition and a market that is rapidly consolidating around established players [6][7] - As of 2023, Four-dimensional Map New's revenue from its intelligent driving and cockpit segments remains low, with the mapping segment still accounting for 70% of total revenue [7]

Core Viewpoint - The unmanned delivery vehicle industry is experiencing significant growth driven by user demand, technological advancements, and a shift towards commercial viability, with major companies securing substantial funding and setting ambitious delivery targets [3][4][5]. Group 1: Industry Growth and Funding - The unmanned delivery vehicle sector has attracted over 3.5 billion yuan in funding this year, with companies like New Stone, Nine Senses, and White Rhino leading the charge [4]. - The number of unmanned delivery vehicles in China has just surpassed 6,000 units, with companies aiming to deliver 10,000 units by the end of the year [4][5]. - New Stone has announced the delivery of its 10,000th vehicle, establishing the world's first fleet of this scale [4]. Group 2: Product Development and Market Expansion - Unmanned delivery vehicles are evolving from small models to larger ones with capacities exceeding 5 cubic meters, suitable for fixed-route transportation [5][6]. - The market is expanding beyond the express delivery sector to include instant logistics and urban delivery for fresh produce and pharmaceuticals [6]. - Companies are focusing on standardizing products and defining clear market segments, which is essential for large-scale commercial deployment [6][8]. Group 3: Cost Reduction and Quality Improvement - Companies are adopting automotive-grade quality standards to enhance product durability and reduce operational costs [8][9]. - The cost of unmanned delivery vehicles is decreasing due to advancements in passenger vehicle technology, with high-level driving assistance systems becoming more affordable [9][10]. - New Stone has reduced the number of sensors in its vehicles to cut costs, while other companies are also optimizing their technology to improve efficiency [10]. Group 4: Business Models and Market Strategy - The industry is exploring two primary business models: vehicle sales or leasing and customized development for large clients [11]. - Companies are targeting small and scattered clients to diversify their customer base and reduce dependency on large clients [11][12]. - Competitive pricing strategies are being implemented to lower entry barriers for customers, with some vehicles priced below 150,000 yuan including maintenance [12]. Group 5: Operational Efficiency and Challenges - Operational efficiency is critical for profitability, with companies needing to optimize deployment and maintenance processes [13]. - The cost of operating unmanned delivery vehicles can be significantly reduced through economies of scale, with costs increasing only slightly when scaling from 10 to 100 vehicles in a city [13]. - Regulatory challenges remain, as the legal status of unmanned delivery vehicles is still being defined, impacting their ability to operate at scale [15][16].

Core Viewpoint - The launch of the Li Auto i6 has generated strong order performance, with over 20,000 pre-orders received shortly after its release, indicating a positive market reception for the vehicle's pricing and features [3][5]. Group 1: Product Features and Pricing - The Li Auto i6 is positioned as a mid-large five-seat SUV, built on an 800V high-voltage platform, offering both single-motor rear-wheel drive and dual-motor all-wheel drive options [5]. - The vehicle is equipped with an 87.3 kWh lithium iron phosphate battery, providing a pure electric range of 660 km and 720 km under CLTC conditions for the respective configurations [5]. - The official base price for the i6 is set at 249,800 yuan, slightly lower than the previously anticipated range of 250,000 to 300,000 yuan [5]. - The i6 includes features that enhance its competitiveness, such as a rear entertainment screen, air suspension, and electric doors, which are not available in lower-priced models [5]. Group 2: Market Response and Sales Performance - The i6's order model, which allows for a cooling-off period, has been positively received, with comparisons drawn to similar strategies used by other manufacturers like Xiaomi [6]. - Sales personnel reported high customer traffic and order volumes, with some stores experiencing significant demand that exceeded expectations [6][7]. - The company prepared for the high interest by ensuring that display vehicles were available at dealerships prior to the launch, facilitating immediate test drives after the release event [7].

Core Viewpoint - The collaboration between Mercedes-Benz and ByteDance marks a significant step for international car manufacturers in achieving intelligent transformation in China, focusing on smart cockpit and driving assistance technologies [4][5][7]. Group 1: Collaboration Details - The strategic cooperation will encompass the entire business process of Mercedes-Benz in China, from R&D to marketing and service [5][6]. - ByteDance will support Mercedes-Benz in developing smart cockpit features, intelligent driving assistance, digital marketing, and customer operations using core technologies like the Doubao model and AI cloud-native algorithms [4][5]. Group 2: Smart Cockpit Enhancements - The new models equipped with the Doubao model will feature a significantly improved voice assistant that allows for more natural interactions, enhancing user experience [5][6]. - The system's interaction smoothness has improved by 50%, providing near-instantaneous responses to user commands and recognizing four different emotional states of passengers for tailored interactions [5][6]. Group 3: Driving Assistance and R&D - The collaboration will also focus on localizing driving assistance algorithms, with support from partners like Volcano Engine to ensure compliance with Chinese data security regulations [6][7]. - Mercedes-Benz's R&D team in China will leverage AI and data analytics to enhance overall efficiency and communication within the team [6]. Group 4: Strategic Importance for Both Companies - For Mercedes-Benz, this partnership is a strategic move to strengthen its R&D capabilities in China, coinciding with the 20th anniversary of its local R&D team [6][9]. - For ByteDance, collaborating with a prestigious brand like Mercedes-Benz enhances its credibility in the automotive sector and showcases the capabilities of its technology [9][10]. Group 5: Market Position of Volcano Engine - Volcano Engine has established itself as a leading public cloud service provider for large models in China, collaborating with major automotive brands to provide comprehensive technological support across various business scenarios [10][14]. - The company has successfully penetrated the automotive industry, partnering with around 80% of mainstream car manufacturers in China, demonstrating its strategic importance in the intelligent development of vehicles [10][14].