Core Viewpoint - The hydrogen fuel cell vehicle demonstration project initiated by five ministries has achieved significant results, but further support is urgently needed for the continued development of fuel cell vehicles in China [1][2][3]. Group 1: Achievements of the Demonstration Project - The project has led to product performance reaching or nearing international advanced levels [1]. - Key components have seen innovative breakthroughs, forming a complete industrial chain [1]. - The cost of fuel cells has significantly decreased, with stack costs dropping from 15,000 yuan per kilowatt in 2017 to 1,000 yuan per kilowatt, and system costs below 2,000 yuan per kilowatt [1]. - Nearly 30,000 fuel cell vehicles have been promoted, ranking second in the world, primarily focusing on commercial vehicle applications [1]. Group 2: Bottlenecks After Project Completion - Market promotion requires a certain scale, and signs of market contraction have emerged following the end of the demonstration project [2]. - Most companies in the fuel cell industry are in the entrepreneurial mid-stage and operating at a loss, risking bankruptcy without continued development support [2]. Group 3: Strategic Importance of Continued Support - Continued support for fuel cell vehicles is crucial for the development of the hydrogen energy system, which is essential for achieving carbon neutrality [4]. - Hydrogen energy is a key carrier for storing fragmented renewable energy, and fuel cell vehicles are a leading application area [4]. - The significant reduction in fuel cell system costs in China allows for market development under supportive policies, particularly in the commercial vehicle sector [3][4]. Group 4: Recommendations for Continued Support - Initiate a second phase of the demonstration project, focusing on long-distance heavy commercial vehicles while reducing financial support by half [5]. - Expand toll fee discounts to create favorable market conditions driven by policy incentives [5]. - Broaden the range of supported technologies to include hydrogen, alcohol, and ammonia engines, facilitating the construction of the hydrogen energy system [6]. - Allow the use of industrial by-products for hydrogen, alcohol, and ammonia fuels temporarily, promoting overall industry development [6].

Core Viewpoint - The discussion emphasizes the importance of integrating with global ecosystems rather than isolating from them, using Huawei's situation as a key example of the challenges faced when cut off from global systems [1] Group 1 - The speaker expressed a desire for China to develop its own capabilities while remaining integrated with global ecosystems, highlighting that Huawei's exclusion from the Android system has severely impacted its mobile business [1] - The speaker clarified that there is no opposition to Huawei developing its HarmonyOS, viewing it as a necessary response to U.S. sanctions and a way to maintain competitiveness in the market [1] - The need to address misunderstandings regarding the speaker's stance on Huawei's HarmonyOS development was highlighted, as previous comments were misinterpreted [1] Group 2 - The speaker is not affiliated with Tsinghua University but has close ties with Huawei's automotive business unit [2]

Core Viewpoint - The article highlights the successful transformation of Fawer Automotive Transmission Group, a traditional automotive parts manufacturer, into a leader in the new energy vehicle market, showcasing its strategic initiatives and product diversification in response to industry changes [1][2][3][4]. Group 1: Embracing New Energy Opportunities - The company recognized the shift from traditional energy vehicles to new energy vehicles seven years ago and established a dedicated team to develop key technologies for new energy vehicle transmission systems [1] - It formed strategic partnerships, including a joint venture with Tianjin Songzheng Electric Vehicle Technology Co., to create a production line capable of producing 30,000 units annually, with plans to scale to 100,000 units in two years [1] - The value of the new energy vehicle power systems developed by the company is higher than that of traditional transmission systems, indicating potential for future market growth [1] Group 2: Expanding Product Market Range - The company has extended its product range from traditional transmissions to include intelligent AMT automatic transmissions, three-in-one central electric drive systems, retarders, clutches, disc brakes, and electric drive axles [2] - It capitalized on the opportunity presented by the transformation of commercial vehicle electronic and electrical architectures by developing various electronic control systems, including automatic anti-lock systems and electronic stability control systems [2] - The company has also expanded its research and development capabilities to include core components and systems for engineering and agricultural machinery, which were previously imported [2] Group 3: Strengthening Internal Capabilities - The company established a complete vehicle testing ground, a capability not typically possessed by heavy commercial vehicle manufacturers, enhancing its product development and testing capabilities [3] - It acquired Qin Chuan Machine Tool Group, ranked third nationally, to bolster its mechanical manufacturing capabilities [3] - Recent investments in digitalization, intelligence, and artificial intelligence have led to the establishment of a smart factory, recognized as China's first zero-carbon factory in the commercial vehicle parts industry, achieving significant efficiency improvements and cost reductions [3] Group 4: Enhancing Internationalization - The company has developed an international network, exporting products to over 50 countries and establishing two overseas factories and eight overseas offices [4] - It serves more than 100 overseas customers, showcasing the high standards of Chinese manufacturing on a global scale [4] - The success of Fawer demonstrates that China is not only a leader in solar energy, power batteries, and new energy vehicles but also excels in traditional manufacturing, indicating significant potential for transformation in this sector [4]

二是抓住商用汽车电子电气架构转型机遇，开发了 自动防抱死系统、电子稳定控制系统、电子控 制制动系统、电子驻车制动系统、胎温胎压监测系统等 一系列汽车电子控制系统，并具备电子控制器 和域控制器的开发生产能力。他们还研究开发了商用车用线控转向和线控制动系统。 三是发挥汽车行业研发能力强的特点，将产品扩展到工程机械和农业机械范围 。重点是工程机械 和农业机械行业内原本需要进口的核心部件和系统。 三、苦练内功，拓展产品开发和市场开拓能力。 在传统能源占主流的时代，该企业就建设整车试验场，这是一般重型商用车整车企业都不具备的能 力。后来又兼并了全国排名第三的秦川机床集团，具备了比较完整的机械制造能力。近几年又加强了数 字化、智能化和人工智能方面的建设，形成了建设智能化工厂的能力。据介绍， 他们自己建设的法士 特智慧工厂，是中国商用车零部件行业首家零碳工厂，已达到数字孪生的水平，并取得效率提高和成本 降低的明显效果，且具备提供同类智能制造服务能力。 前些日，抱着了解传统汽车零部件企业如何转型的目的到法士特参观学习，令我眼界大开。该企业 应该是传统汽车零部件企业转型的典范。 法士特汽车传动集团公司始建于1968年，主业是汽 ...

去年四季度以来，中央政治局会议、政府工作报告及多个行业主管部门均提出综合治理"内卷式"竞 争，业内普遍期望今年"内卷式"竞争能有所和缓。但事与愿违， 最近又有头部企业实施大面积大幅度 降价，引起众多企业跟随，在业界引起普遍性恐慌。对此，中国汽车工业协会迅速作出反应，于日前提 出《关于维护公平竞争秩序、促进行业健康发展的倡议》。该倡议反应及时，态度明确，措施严厉，是 一件大好事！ 看网上反映，不少人担心，靠自觉、靠行业自律不能解决问题，相关企业仍会一意孤 行。对此笔者的看法是： 一、此倡议不是单纯的行业协会的行业自律，是落实中央政治局会议精神的重要举措，并会有政府 行为跟进。 一是措辞空前严厉， 点出时间为5月23日，对企业有明显的指向性。文中还有"查处一批、曝光一 批、严惩一批"的提法，这显然超出行业社团组织行业自律的效力范围，应该有政府意志的背书。 一是加强对于业内企业违反法律和法规行为的处罚力度。 二是进一步落实多部委提出的关于综合治理"内卷式"竞争的各项措施，比如重点检查相关企业拖欠 零部件企业的账期问题，限期落实政府关于缩短账期的要求 。这一问题虽然由来已久，但愈演愈烈， 必须纠正。而且缩短供应链企业 ...

二、要建立强大的行业社团组织。 我国动力电池产业是由消费电子的蓄电池产业逐步生长出来 的， 现在动力电池产业已成长为万亿大产业，需要自己的独立的行业社团组织。 而目前主要的行业社 团组织形式为产业创新联盟，这适合于产业发展初期。在产业发展成熟后， 应该发展为在政府正式注 册的正规的行业协会。 强大产业的行业社团组织，应该有很强的产业凝聚力，有基于产业发展共同目 标的经济研究和政策研究能力。过去在产业发展初期，内部竞争激烈，合作条件较差。目前我国动力电 池产业格局已基本形成，又面临越来越多的共性问题，急需行业组织起来，建设强大的有很强凝聚力和 行动能力的行业社团组织，为产业发展提供保障。 三、要有坚强的、有效的、向政府提出政策建议的能力和渠道。 世界各经济大国都是这样的，有 一个专门的英文词汇叫lobby，意为游说政府。当年美国的三大汽车和波音飞机公司，就对维持对中国 我国新能源汽车的发展，无论在技术还是规模方面都处于世界领先水平，在新能源汽车的带动下， 我国动力电池产业也居于世界领先水平。 人无远虑，必有近忧， 中国动力电池产业的短板在哪里？ 这 一问题业内都在思考，比较初步的看法是，在未来新技术方面会不会被 ...

Core Viewpoint - The rapid development of intelligent connected vehicles has reached the L3 stage of human-machine co-driving, necessitating the establishment of regulations to ensure safety and facilitate the application of new technologies in China [1][2]. Group 1: Technological Progress - The technology has advanced to the human-machine co-driving stage, with some technologies nearing maturity. In highway conditions, the NOA (Navigation on Autopilot) technology has transitioned from "usable" to "well usable," allowing drivers to "let go" of the steering wheel under good conditions [1]. Group 2: Need for Regulations - There are currently no global regulations for the human-machine co-driving stage. Germany has set limited conditions for allowing drivers to let go of the steering wheel, but these conditions are rarely met and do not effectively guide automotive innovation. The lack of clear rules creates a chaotic situation where drivers may misuse automated driving technologies [2]. Group 3: Initial Rule Development - While comprehensive rules for human-machine co-driving cannot yet be fully defined, preliminary rules can be established. For instance, allowing the use of intelligent driving systems under clear visibility, well-marked lanes, and when the driver's attention is focused. External cameras and sensors can monitor road conditions, while internal cameras can assess the driver's state [3]. Group 4: Government's Role - Given that China is at the forefront of this technology, government authorities should take the lead in establishing these rules. The innovation in the automotive industry requires not only technological advancements from companies but also regulatory innovations from the government [4]. Group 5: Industry Response to Regulations - Following the government's crackdown on excessive promotion by companies, two extreme attitudes have emerged in the industry: some companies continue to exaggerate their capabilities, while others hesitate to adopt new technologies. The government should establish clear regulations to ensure safety while promoting the development of intelligent driving technologies [4].

今年2月，在业内全民智驾兴起的时候，笔者曾写过一篇题为 《全民智驾的另一面》 的博客， 主 要想法有三条：一是 要教育用户，怎样使用智能驾驶系统才是安全的？ 二是 装用智能驾驶系统，会提 高成本并可能对可靠性有影响。 三是 系统并不是越高级越适用。最近由于出现了一些用户滥用辅助驾 驶系统的事故，工业和信息化部召集会议，要求生产厂家不得过度宣传，不得误导用户。对此笔者的看 法是： 一、政府主管部门的要求是非常正确和非常及时的。 虽然智能驾驶技术近年来发展很快，但远未 达到成熟，远未达到用户可以任意使用的程度。而且法律也不支持用户的滥用，出现事故就是用户的责 任。生产企业绝对不应该过度宣传，误导用户。国外某厂家把它称之为完全自动驾驶系统（FSD），是 不负责任的行为。国内一些网红大咖，网上直播自己长距离脱手驾驶，也是不正确的，现在这些视频都 已经被下架。 我们发展新技术的初心和使命，是造福用户，造福社会。不能为了企业利益过度宣传， 误导用户。 顺便再说一句，使用"智能驾驶"的描述，笔者也曾参与倡导。 初衷是不赞成使用"自动驾驶"的说 法，代之以"智能驾驶"。 当下人工智能兴起，需要教育社会，对于"智能"和"人工智 ...

近日， 工业和信息化部正式发布电动汽车用动力电池的新安全标准。 新国标的主旨是提出了更严 格的安全标准，并且增加了新的测试方法。 这是我国新能源汽车产业和动力电池产业，在安全方面取 得新的重大技术进步的标志。 一、经过多年的技术创新和应用验证，我国在新能源汽车和动力电池的安全方面取得重大的技术进 步 。两年前，中国汽车动力电池产业创新联盟在调研中就发现， 电池企业和整车企业在安全性方面取 得多项技术进步并成功应用。 在电芯本征安全、电芯间隔热和电池包温控、个别电芯热失控后的热电 分离、电池包优化结构设计防止热扩散等方面取得重大进展，并且在新产品中成功应用。 主流动力电 池企业和整车企业都表示，今后的新产品可以做到"只冒烟不着火"，就是在这次新国标中体现的不起火 不爆炸。 当时动力电池产业创新联盟就向政府主管部门提出建议，可制定更加严格和具体的安全管控 标准。 这次新国标颁布实施，就是行业技术进步的具体体现，是水到渠成。 视点 二、新国标颁布实施，是我国政府对于新能源汽车的安全管理取得重大进展的标志，引领了世界标 准法规的建设。 一项 重大的科学技术发明 ，到可以市场化应用，再到技术发展成熟，形成新的标准法 规 ...

认真读完了 苗圩部长新著《志在超车-智能网联汽车的中国方案》 ，感觉写得特别好，有很强的知 识性和工作指导性，又通俗易懂。 特郑重向各位同仁推荐。 一、知识丰富，条理清晰，是一本很好的通识书。 苗圩部长 是汽车专业科班出身，职业生涯的大部分时间都在汽车行业或与汽车有关，做过汽车大 企业领导，又多年在汽车行业主管政府部门工作， 对汽车有关科学技术、企业管理、产业发展熟悉， 自不待言 。但从书中可以看出， 他对于通信、半导体、计算机、互联网和人工智能，都有从产业层面 的通透了解 ，对这些行业的先进技术也有相当的理解。这显然不是简单通过当领导听汇报可以得到 的， 是下过功夫学习和梳理的 。另外，书中对于行业主要企业，整车企业包括新造车势力和国际大企 业，以及零部件创新企业、新技术创新企业、新进入汽车行业的互联网企业的最新技术进展都有深入的 描述。 显然在成书之前做过广泛的调研。 本书涉及的知识和叙述的技术进展情况，应该对绝大部分业 内专家和企业中上层领导很有用。正如作者在前言中讲的， 这是一本关于行业趋势的通识读物 。 三、情真意切，通俗易懂。 一是通俗易懂。 书中对通信、互联网、半导体等我们不熟悉的行业情况和技术 ...