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 ...

Core Viewpoint - The article discusses the recent initiative by the China Automobile Industry Association to address "involutionary" competition in the automotive industry, emphasizing the need for government intervention to maintain fair competition and industry health [1][2][3]. Group 1: Government's Role and Initiative - The initiative is not merely an industry self-regulation effort but a significant measure to implement the spirit of the Central Political Bureau's meeting, with expected government actions to follow [1]. - The language used in the initiative is notably severe, indicating a clear directive to companies, with specific mention of actions to "investigate, expose, and severely punish" violators, suggesting strong government backing [1]. - The timing of the initiative's release coincided with statements from government officials, reinforcing its legitimacy and urgency [2]. Group 2: Market Regulation and Economic Principles - The combination of government action and effective market mechanisms is crucial for the socialist market economy, particularly in addressing "involutionary" competition [3]. - Unlike capitalist market economies, the socialist market economy allows for greater flexibility in government oversight of market behaviors, as highlighted by the need for regulatory measures to protect consumer and societal interests [3]. - The management of the new energy vehicle industry should focus not only on growth speed but also on maintaining order and long-term stability, aligning with global automotive industry standards [3]. Group 3: Potential Government Actions - The government may increase penalties for companies violating laws and regulations within the industry [4]. - There will be a focus on enforcing measures proposed by multiple ministries to address "involutionary" competition, including scrutiny of payment delays to parts suppliers, which could significantly impact cash flow and pricing strategies of vehicle manufacturers [4]. - If industry self-regulation proves ineffective, the government may support the China Automobile Industry Association in hiring third-party organizations to ensure compliance with self-regulatory measures [4].

Core Viewpoint - The Chinese power battery industry, despite its current scale and technological advancements, faces significant shortcomings in ecosystem strength and influence, which could hinder its future development and competitiveness on a global scale [1][3]. Group 1: Current Status and Challenges - China's new energy vehicle industry is leading globally in both technology and scale, which has propelled the power battery industry to a trillion-yuan scale, surpassing typical manufacturing sectors [1]. - The industry lacks strong bargaining power with upstream and downstream sectors, as evidenced by the high lithium carbonate prices impacting battery development and the inability to ensure quality and safety in energy storage projects [1][2]. - There is a weak influence on government policies, with industry players struggling to understand and adapt to policy directions, indicating a lack of strategic foresight [2]. - The industry is characterized by intense price competition leading to low profitability, with some top global companies still incurring losses, which has resulted in reduced R&D investments [2][3]. - The international environment is unstable for the industry, with the U.S. government actively excluding Chinese battery companies and Europe exhibiting a defensive stance towards them [2][3]. Group 2: Recommendations for Improvement - Establish a robust research capability to understand global and national economic policies, similar to major international automotive companies [3][4]. - Develop a strong industry association to enhance cohesion and address common challenges, transitioning from initial innovation alliances to formal industry associations [4]. - Create effective channels for lobbying the government to influence policy decisions that support the industry, similar to practices in other major economies [5]. - Implement industry self-regulation mechanisms to combat detrimental competition and ensure a healthy market environment [5][6]. - Strengthen the intellectual property system to protect innovations and establish a competitive order, including mechanisms for technology sharing and international patent strategies [6]. - Foster a positive online environment to manage public perception and educate stakeholders about battery safety and industry developments [6][7]. - Actively build favorable international relationships with key production and application countries to support the global battery supply chain [7].

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 ...

二、政府出手治理内卷理所当然，内卷是我国当前市场机制失灵的重要表现。 当前我国汽车市场的 内卷行为，不只是简单的低价销售竞争 。有媒体人总结为"六卷"： 卷成本、 卷技术、卷资金、卷用户、卷关系、卷舆论 。说到底，是具有市场优势的企业，为进一步扩大本企业 的市场优势地位，过度使用市场竞争机制，对产业发展和用户利益造成了一定程度的伤害。 主要伤害 至少包括以下三方面：一是质量有所下降，损害用户利益。 对成本下降的过度要求，迫使企业降格使 用材料，对汽车产品的耐久性有不良影响。这类问题在产品强检中并不能被发现，用户在短期内也难以 察觉。 二是造成产业链上很多企业难以正常发展。 深蓝汽车邓承浩在刚刚举行的电动汽车百人会闭门 会上讲，新能源汽车的很多供应链上企业，属于新技术创新型企业，研发投入大，过度降价造成难以为 继。供应链是产业的底座，整车企业是产业的金字塔尖，底座不稳，塔尖不可能发展好。 三是 在过去 两年中，不少 企业被迫降低了新技术研究开发投入。 这一现象在短期内看不出明显危害，但长期下去 必定影响中国汽车产业的发展后劲。 3月17日李强总理签发国务院令，公布修订后的《保障中小企业款项支付条例》， 日前，司 ...