点 击 蓝 字 关 注 我 们 目 录 行业信息 40.0%、35.5%、31.7% 政策信息 1、最高处 5 倍罚款 河南新能源汽车修保养须明码标价 2、广州开发区、黄埔区:重点突破 CPU、GPU 等高端芯片设计 1、工信部:1-4 月全国锂电池总产量超过 473GWh 2、中国新能源汽车质量和可靠性提升工程建设专项工作启动会召开 3、国家统计局：5 月份 3D 打印设备、工业机器人、新能源汽车产品产量同比分别增长 4、中加签署建设新能源汽车工厂谅解备忘录，首家中国新能源车企落户加纳 5、LG 新能源与奇瑞汽车签署 6 年 46 系大圆柱电池供货协议，订单规模达 8GWh 6、全国首个税电融合示范超充站在深汕上线运营 7、深圳全面启动"超充之城 2.0"建设计划 8、交易商协会:鼓励支持汽车企业加大债券融资、规范健康发展 9、华为引望新专利:可提示驾驶员接管车辆,给人留出一定的反应时间 10、全球最大汽车滚装船启航 将搭载 8000 余辆中国汽车驶向欧洲 11、包揽前五名！中国零排放汽车领先全球 12、湖北楚能新能源进军整车制造行业 13、小鹏汇天与宏信集团签署合作协议 推动飞行汽车技术应用普及 14、国 ...

点 击 蓝 字 关 注 我 们 本文全文共 1787 字，阅读全文约需 6 分钟 中国新能源汽车市场走势 中国新能源汽车市场结构 2025年5月，新能源轿车占比42.5%，比去年同期下滑2.4个百分点。新能源SUV份额达到47.2%，份 额较同期增长0.3个百分点。2025年5月，本期多数车型同比继续增长。乘用车部分，在国家促消费 政策推动下，多地出台汽车促销政策，叠加车展等线下活动，销量持续增长。交叉型乘用车本期出 现下滑。商用车部分，所有车型同比均增长，其中牵引车同比增长接近300% 。 中国新能源 汽车市 场，2025年5月销售130.7万辆，环比增长6.7%，同比增长36.8%，渗透率达到 48.7%，渗透率维持较高水平 。 其中新能源乘用车销售123.4万辆，环比增长7.7%；新能源商用车销售7.3万辆，环比下降8.3%，同 比增长63.4% 。 企业竞争进入深度重塑期，行业呼吁转向"价值竞争"，车企联合缩短供应商账期至60天以稳定产业 链，市场正从"以价换量"向"技术+服务"综合竞争转型，市场趋势向高端化、智能化倾斜，头部企业 通过供应链整合和全球化布局巩固优势，而尾部品牌加速淘汰。 装车率统计 ...

Domestic News - Guangzhou will add an additional 60,000 ordinary car quota indicators for the second half of 2025, distributed monthly at a rate of 10,000 per month, with a ratio of 1:9 for units and individuals [2] - The Ministry of Industry and Information Technology (MIIT) released the 396th batch of new vehicle announcements, including the NIO ES8, which has dimensions of 5280mm x 2010mm x 1800mm and a maximum speed of 220 km/h [3][4] - NIO has established over 8,000 charging and battery swap stations nationwide, including 1,000 high-speed battery swap stations, enhancing its charging network across major city clusters [5][6] - GAC's smart factory in Indonesia has officially commenced production, starting with a capacity of 20,000 units and plans to expand to 50,000 units [7] - BYD plans to launch six new models in the UK by the end of 2026, aiming to double its product lineup [8] - Seres announced the official launch of its vehicle in the Macau market, marking its expansion into the Greater Bay Area [9] - Tesla's energy storage project has been signed for Shanghai Lingang, with a total investment of 4 billion yuan for a gigawatt-level energy storage station [10] - Hongmeng Zhixing has connected to 1,000 Huawei supercharging stations, covering 32 provinces and 278 cities [11] Foreign News - In Canada, new car sales in May increased by 7.9% year-on-year, reaching 187,000 units [13] - The UK saw a 1.6% increase in new car sales in May, with electric vehicles accounting for over 47% of total sales [14][15] - The first electric vehicle charging pile manufacturing company in the Middle East has been established to meet the growing demand for electric vehicle infrastructure [16] - Spain's new car sales in May reached 112,820 units, marking an 18.6% year-on-year increase, the highest since 2019 [17] Commercial Vehicles - Tesla is preparing to launch its Semi electric truck in the European market, having established a new market development position [18] - Dongfeng Commercial Vehicle is expanding its presence in the Chengdu-Chongqing economic circle, delivering 40 gas hazardous chemical tractors [19] - The 400,000th new energy commercial vehicle from Yuan Cheng has rolled off the production line, marking a significant milestone in its development [20] - MAN has officially started mass production of its electric long-haul trucks, marking a significant step towards zero-emission transportation [21]

点击蓝字 关注我们 乘联分会&科瑞咨询联合发布 新能源商用车周报 (总第0108期 2025年6月第3周) ▌自录 CONTENTS 僵）行业数据 · 市场：市场：新能源轻卡保持大幅上升 供应链 政策法规 倍耐力：倍耐力推出新型传感器轮胎：可实时监测路况，辅助提 醒路政部门修路 众钠能源：东软睿驰携手宁德时代子公司时代智能，推动智能滑 板底盘域控平台高效落地 · 工业和信息化部发布关于制造业计量创新发展的意见 文件明确,将制造业计量与工业绿色低碳安全同步推进,全面 推广低能耗、低排放的计量器具和标准物质，广泛推行电子证 书，促进绿色低碳转型。引导仪器仪表企业建设绿色生产线, 开展能源和污染物全过程动态监测、精准控制和优化管理，提 升资源利用水平。研究碳计量技术,探索"可测量、可报告、 可核查"的碳计量体系，为国家碳排放统计核算体系的建立和 完善提供支撑。 娄底市人大常委会发布《娄底市电动汽车充电设施管理规定》 . 文件指出，本市行政区域内电动汽车充电设施（以下简称充电 设施）的规划建设、运营服务等相关管理活动适用本规定。供 电企业应当加强充电设施配套电网建设与改造，满足充电设施 电力需求，为充电设施接入电网提 ...

点 击 蓝 字 关 注 我 们 | | 目录 | | | | | | --- | --- | --- | --- | --- | --- | | 序号 | 生产厂商 | 子车型 | 上市时间 | 细分市场及车身结构 | 工程更改规模 | | 1 | 上汽大众 | ID. 3 | 2025 / 06 / 14 | A HB | NM | | 2 | 东风雪铁龙 | 天逸 C5 AIRCROSS | 2025 / 06 / 16 | B SUV | MCE1 | | 3 | 智己汽车 | 智己 LS7 | 2025 / 06 / 16 | C SUV | MCE3 | | 4 | 奇瑞汽车 | 瑞虎7 高能版 | 2025 / 06 / 17 | A SUV | MCE2-2 | | 5 | 奇瑞汽车 | 瑞虎7 PLUS | 2025 / 06 / 17 | A SUV | MCE2-2 | | 6 | 零跑汽车 | C16 | 2025 / 06 / 18 | C SUV | MCE3 | | 7 | 上汽通用 | 别克 E5 | 2025 / 06 / 19 | C SUV | MCE2-1 | | 8 | ...

点 击 蓝 字 关 注 我 们 本文全文共 1126 字，阅读全文约需 3 分钟 5月市场回顾 6月第一周受端午假期影响，日均零售回落至4.21万辆，同比16.9%，环比-13.9%，车市热度明显不及5月 初。第二周节后车市温和恢复，日均零售达5.27万辆，同比增幅扩大至22.7%，环比跌幅收窄至4.8%。第三周 在"618"电商促销节的刺激下，预计日均零售可达6.86万辆，同比增长10.7%，环比增长21.0%。第四周厂商开 启半年度目标冲刺，预计日均销量可达10.18万，同比10.1%，环比20.1%。综合估算5月终端零售总市场可达到 200万辆左右。 三、6月车市热度攀升 随着"618"电商季的来临，各厂商借机推出新一轮以"一口价"、现金优惠等方式开启新一轮优惠促销，终 端调研结果显示，6月中旬整体车市折扣率约为25.2%，较上月中旬进一步扩大，带来终端人气显著提升。得 益于消费品以旧换新政策，今年上半年汽车消费市场持续升温，商务部数据显示，截至5月31日，全国汽车以 旧换新补贴申请量达412万份，为整体车市提供核心动能，成为上半年车市最重要的增量因素。但多地以旧换 新补贴资金在近期出现阶段性紧张，部分 ...

点 击 蓝 字 关 注 我 们 本文全文共 4116 字，阅读全文约需 14 分钟 目录 国内新闻 1.三部门召开加强新能源汽车安全管理工作视频会 2.工信部发布新一批新能源车免税名单 3.广西:6月20日之后 暂停消费品以旧换新补贴 4.到2030年将新增超8000万辆网联汽车 5.昊铂HL增程版8月交付 智能座舱获A+认证 3.越南电动车商VinFast将在美国加州设经销店 4.德州仪器计划在美国投资600亿美元 商用车 1. 徐工2.0汉界轻卡昆明上市 2. 法士特加速进军海外高端市场 6.腾势品牌将于三季度进入澳大利亚 7.深蓝汽车登陆亚美尼亚 S07同步开启交付 8.搭载雷神AI电混2.0 吉利银河A7正式亮相 国外新闻 1.梅赛德斯-奔驰将延长内燃机战略 2.日产确认2028年推首款固态电池车型 3. 宇通客车品牌价值突破千亿 4. 远程醇氢生态产业与专用车绿色创新发展大会圆满举办 国内新闻 1 三部门召开加强新能源汽车安全管理工作视频会 时间:2025.6.20 来源: 财联社 6月19日，工业和信息化部装备工业一司、国家市场监督管理总局质量发展局、国家消防救援局消防监督 司联合召开加强新能源汽 ...

2025年5月上海总体上牌数是 38 ,080 ，同比下降 0.46% ，环比增长 3.11% 。 5月具体分类型的上牌情况是：进口小客车（含轿车） 2,411 ；国产轿车 3,832 ；小型客车（除轿车） 6 , 970 ;新能源小客车 22, 919 ；大型客车 190 ；小型、大型货车分别是 812 和 946 。 车信息 2025年5月上海各车型上牌量同比情况 | 类型 | 2025年 | 5月 | 5月 | 2025年 | 1-5月 | | --- | --- | --- | --- | --- | --- | | | 5月 | 环比 | 同比 | 1-5月 | 同比 | | 进口小客车 (含轿车) | 2411 | -14.47% | -11.13% | 13486 | -23.18% | | 国产轿车 | 3832 | -4.39% | -17.34% | 19237 | -27.36% | | 小型客车 (除轿车) | 6970 | -6.37% | -14.76% | 34129 | -23.15% | | 新能源小客车 | 22919 | 15.18% | 8.84% | 93781 | ...

Domestic News - Fujian Province has issued a long-term plan for hydrogen energy industry innovation, aiming to establish over 10 high-level innovation platforms and achieve a production capacity of 30,000 tons/year of green hydrogen by 2035 [3] - In May, the Shanghai South Port exported 72,000 vehicles, marking a 200.9% year-on-year increase, with a total of 222,000 vehicles exported in the first five months, a 37.9% increase [4] - Hongqi's hydrogen fuel cell vehicle has passed key tests, achieving a 15% reduction in hydrogen consumption compared to competitors, indicating industry-leading performance [5] - ByteDance and BYD have deepened their collaboration to accelerate lithium battery research through a joint laboratory focusing on fast charging, lifespan, and safety [6] - Baidu's autonomous driving service, "萝卜快跑," has expanded its testing area in Hong Kong to include Tung Chung, with over 15,000 kilometers of safe driving recorded [7] - Huawei's rotating chairman predicts that the proportion of 5G-connected vehicles in China's passenger car sales will rise to 95% by 2030, emphasizing the need for independent vehicle decision-making [8] - Guoxuan High-Tech has initiated road testing for its all-solid-state battery PACK system, marking a significant step in battery technology [10] - The scale of fuel cell vehicle promotion in China is expanding, with over 28,000 units expected by the end of 2024, highlighting the need for policy support and technological innovation [11] International News - Düsseldorf, Germany, has opened Europe's largest hydrogen refueling station, capable of distributing up to 5 tons of hydrogen daily [13] - Volkswagen's subsidiary MOIA has launched its first fully autonomous vehicle, ID. Buzz AD, which will be deployed in Europe and the US starting in 2026 [14][15] - BMW's iX3 prototype has achieved a charging power of over 400 kW, allowing for a range increase of 350 kilometers in just 10 minutes [16] - Cadence has expanded its collaboration with Samsung Foundry to enhance AI-driven design solutions for AI data centers and automotive applications [17] Commercial Vehicles - Henan Province has announced a subsidy policy for the scrapping and updating of old freight vehicles, with a maximum subsidy of 140,000 yuan [19] - Suzhou King Long's brand value has surpassed 100 billion yuan, ranking 129th in the "China's 500 Most Valuable Brands" list [20] - Shaanxi Automobile has delivered its first batch of 100 electric dump trucks, marking a significant step in the new energy commercial vehicle sector [21] - Yutong has launched its C series luxury buses in Sri Lanka, enhancing its presence in the local market [22]

Core Viewpoint - The article discusses the monthly OTA (Over-The-Air) monitoring report, highlighting the trends and updates in the automotive industry regarding OTA upgrades, particularly focusing on the performance of various brands and their functionalities [1][4]. Industry Overview: OTA Data Summary - In May 2025, the industry updated a total of 495 features, an increase from 394 in the previous month, indicating a recovery in the pace of OTA upgrades despite ongoing regulatory impacts on "assisted driving" features [4]. - New force brands accounted for 200 updates, up from 129, shifting focus from aggressive smart driving competition to smart cockpit functionalities, emphasizing practical applications like "scenario intelligence" and "voice features" [7]. - Domestic brands updated 289 features, with significant contributions from brands like Lantu, Lynk & Co, and Geely Galaxy, focusing on enhancing user experience through system settings and interaction logic [9]. - Joint and luxury brands only updated 6 features, with Volvo being the only luxury brand to push a minor update, indicating a slower pace in OTA frequency compared to domestic brands [11]. OTA Iteration Speed - The overall speed of OTA iterations is gradually increasing, with various brands adapting to new regulations and enhancing their systems to integrate more intelligent features into daily user scenarios [13]. Upcoming OTA Updates - Several brands have scheduled significant OTA updates for the upcoming quarters, including Huawei ADS 4.0 for multiple models from AITO and Li Auto, and various enhancements for BYD and other brands focusing on intelligent driving capabilities [20]. User Feedback: NIO - User feedback indicates a positive reception towards the optimization of urban NOA (Navigation on Autopilot) capabilities, with enhancements in decision-making and obstacle navigation [22][32]. - Users expressed satisfaction with the new features, such as the congestion speed reduction function and improved low-speed obstacle avoidance capabilities, which enhance the overall driving experience [32][42]. User Feedback: Li Auto - Feedback from Li Auto users highlighted minor improvements in the latest OTA updates, with new features like the "Li Auto Classmate Memo" and "Alipay Car Assistant" being perceived as less impactful compared to other brands' offerings [29][43]. - Users showed interest in the emotional value of the voice assistant but felt that many new features were not essential for their driving experience [43].