关注 「电动车公社」 和我们一起重新思考汽车 提到奔驰，很多人都会想起那句话，"愿三叉星辉照亮您的事业与前程"。 确实，作为"汽车发明者"的奔驰，在百年历史中为汽车行业带来了太多的先进技术和经典车型，也因此成为了豪华品牌中的领军人物。 但在 100 年后的今天，在电动化和智能化时代的冲击下，它却从"被仰望对象"变成了"被对比对象"。 甚至还有人半开玩笑地吐嘈，从 2019 年奔驰 EQC 正式问世到今天 6 年时间过去了，奔驰的电动车到底站起来了吗？ 今天，我们就借着这个机会，用前段时间预售25.9万元起的奔驰 CLA 纯电来验验货，看看它到底是徒有其表，还是真有内涵。 （老规矩，文字版给大家附在后面了） 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 我们先从用户最看中的智能化表现开始聊起。 CLA纯电的 智能座舱用上了 MB.OS，是中国研发团队主导设计的系统。它 从以往"你要学习车机如何使用"的工程师思维，变成了"车要适应用户习惯"的用户 思维。 嗯……这很奔驰 。 至于在硬件层面，这次CLA纯电也跟上了主流，单颗 Orin-X 芯片、 254TOPS 算力，应对高速场景已经非常成熟了。从郝人的 ...

New Car Launches - The new Zeekr 7X has been launched with a price range of 229,800 to 269,800 CNY, featuring three models and significant upgrades in design and technology [2][3][11] - The new Avita 12 Four Laser Edition is priced between 269,900 and 429,900 CNY, offering both range-extended and pure electric versions with advanced driving assistance systems [14][20][22] - Smart's new model, the Smart 5 EHD, is priced from 189,900 to 239,900 CNY, featuring a hybrid system and a luxurious interior [23][30] - The new Denza N8L is launched at a price of 299,800 to 329,800 CNY, showcasing a modern design and advanced technology features [4][38] - Beijing Hyundai's EO model is available for pre-sale at 119,800 to 149,800 CNY, targeting the compact SUV market with competitive features [5][47] - Chery's new model, the Wind Cloud T11, is priced between 189,900 and 249,900 CNY, boasting high-end configurations and a spacious interior [6][54] - The Galaxy Star 6 has been launched with a price range of 74,800 to 105,800 CNY, featuring a new design and advanced technology [7][58] - The Deep Blue L06 has opened for pre-sale with a price range of 139,900 to 161,900 CNY, featuring a sporty design and advanced driving assistance [8][67] Company Dynamics - Horizon Robotics has partnered with ZF to develop a city navigation assistance system, set to be mass-produced by 2026 [70][75] - Xiaopeng Motors is establishing the first low-altitude flying car "6S" store in Guangzhou, aiming to integrate various flying services [76][79] - 4D Map has rebranded to SEEWAY.AI, focusing on AI strategies and expanding into autonomous driving technologies [81][84] - SAIC Group reported a growth in both sales and revenue in Q3, driven by strong performance in the electric vehicle segment [87][90] - BYD's Q3 revenue decreased by 3.05% to 194.99 billion CNY, with net profit down 32.6% due to competitive pressures [91][92] - Seres reported a 15.75% increase in revenue to 48.13 billion CNY, while net profit slightly declined [94][95] Sales Performance - BYD's October passenger car sales reached 436,856 units, maintaining a leading position in the electric vehicle market [100][104] - SAIC Group sold 207,000 new energy vehicles in October, leading the industry in total sales [106] - Geely's October new energy vehicle sales were 177,882 units, with significant contributions from its Galaxy brand [107][110] - Chery's new energy vehicle sales reached 110,346 units in October, marking a significant milestone [111][112] - Chang'an's new energy vehicle sales were 119,000 units, with strong performance from its Deep Blue brand [119] - Great Wall Motors sold 46,155 new energy vehicles in October, reflecting its ongoing transition to electric vehicles [120][121] - Leap Motor delivered 70,289 units in October, showcasing its strong market presence [122] - Hongmeng Zhixing delivered 68,216 units in October, benefiting from increased production capacity [125][127] - Xiaopeng Motors delivered 42,013 units in October, with new models contributing to sales growth [128][130] - NIO delivered 40,397 units in October, reflecting a successful year for the brand [131][133] - Xiaomi's vehicle deliveries exceeded 40,000 units in October, supported by favorable market conditions [134][136] - FAW delivered 38,900 new energy vehicles in October, marking a significant achievement [137][138] - Li Auto delivered 31,767 units in October, facing competitive pressures in the market [143][144] - Dongfeng Yipai Technology delivered 31,107 units in October, showing steady growth [146][148] - BAIC New Energy sold 30,542 units in October, driven by new model launches [149][152] - Lantu delivered 17,218 units in October, continuing its upward trajectory [153][155] - Jishi delivered 1,426 units in October, with plans for future expansion [156][159]

Core Viewpoint - The automotive industry is experiencing a strong performance in October, with many companies reporting higher sales than in September, particularly in the electric vehicle (EV) segment. The year-end sales surge is anticipated to be significant due to various incentives and tax policies [1][4]. Group 1: BYD - In October, BYD's passenger car sales reached 436,856 units, maintaining a leading position in the EV market with over 3.7 million cumulative sales in the first ten months of the year [2][4]. - The sales breakdown includes 395,015 units from the Dynasty and Ocean series, 31,052 from the Fangcheng Leopard, 10,135 from Tengshi, and 654 from Yangwang [2]. Group 2: Geely - Geely's total sales in October were 307,133 units, with 177,882 units being electric vehicles. The Galaxy brand contributed 245,497 units, while Lynk & Co and Zeekr added 40,213 and 21,423 units, respectively [5][6]. - Geely's sales have shown rapid growth, particularly with the Galaxy brand doubling its sales compared to the previous month [8]. Group 3: Chery - Chery achieved a significant milestone with its monthly EV sales surpassing 110,000 units for the first time, driven by the newly launched Fengyun T11, which received nearly 40,000 orders within 24 hours [12]. Group 4: SAIC-GM-Wuling - SAIC-GM-Wuling reported total sales of 174,956 units in October, with 123,147 units being electric vehicles. The Hongguang MINI EV was a key contributor to this success [13][17]. Group 5: Great Wall Motors - Great Wall Motors sold 143,078 units in October, with 46,155 units being electric vehicles. The company is accelerating its transition to electric vehicles and achieving success in high-end and overseas markets [19]. Group 6: Leap Motor - Leap Motor delivered 70,289 units in October, showing strong momentum in the 100,000 to 200,000 yuan price range. The company is expanding its product line with new models [6][21]. Group 7: Huawei's Hongmeng Zhixing - Hongmeng Zhixing delivered 68,216 units in October, with significant contributions from the Zhijie and Xiangjie models. The company is focusing on increasing production capacity and solidifying its position in the high-end market [21][23]. Group 8: NIO - NIO delivered 40,397 units in October, with the brand's performance driven by the successful launch of new models and organizational efficiency improvements [26][30]. Group 9: Xiaomi - Xiaomi's electric vehicle sales exceeded 40,000 units in October, supported by a tax subsidy policy that has garnered positive feedback from consumers [31][33]. Group 10: Deep Blue and Avita - Deep Blue reported global deliveries of 36,792 units in October, with the Deep Blue S05 being a major contributor. The brand's cumulative sales increased by 57.1% year-on-year [11][35]. Group 11: Li Auto - Li Auto delivered 31,767 units in October, facing intense competition but maintaining a dual strategy of range-extended and pure electric vehicles [12][38]. Group 12: Dongfeng Yipai Technology - Dongfeng Yipai Technology achieved sales of 31,107 units in October, benefiting from the integration of multiple sub-brands [39]. Group 13: BAIC New Energy - BAIC New Energy sold 30,542 units in October, with significant contributions from the Arcfox and Xiangjie brands [40][42]. Group 14: FAW Bestune - FAW Bestune's sales reached 20,400 units in October, with 18,468 units being electric vehicles, indicating a successful transition towards electrification [15][44]. Group 15: Lantu - Lantu delivered 17,218 units in October, focusing on flagship models and technological upgrades in collaboration with Huawei [16][46]. Group 16: IM Motors - IM Motors delivered 13,159 units in October, with the launch of the LS6 model contributing to a new monthly delivery record [17][48]. Group 17: Jishi Motors - Jishi Motors delivered 1,426 units in October, showing steady growth in sales, particularly in international markets [18][51].

关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 10 月 29 日的新车发布会上，北京现代副总经理周斌直接炮轰： " 不少汽车厂商的营销剑走偏峰， 有的车企靠遥遥领先反复洗脑，有的玩大字吸睛、小字免责的文字游戏，还有的拿销量饥饿营销加订单注水、制造不抢就没 的焦虑。或许有些友商陷在了销量周榜内卷里，反而丢了最核心的本质。" 在他看来， "营销是把双刃剑，客户口碑才是最终的价值标尺。" 对此，有些人认为这是向行业乱象说不，值得鼓励；也有人为其暗捏一把汗，毕竟这种点名友商的操作是真的勇。 然而从社长看来，这次北京现代"以身入局"的目的只有一个，就是 为自家的重磅新车——北京现代 EO 羿欧站台。 从这台车开始，北京现代立下了 5 年销量翻 5 倍的 flag ， 也就是年销 50 万台的水平，其中包含 20 万台出口数据。 那么这台被北京现代寄予厚望的新车，究竟表现如何？ 2025 年的合资电车，真的开始发力了吗？ 刚巧，社长之前在封闭场地试驾到了这台车。今天就借着这个机会，和大家好好聊一聊。 01. 不卷营销卷产品？ 一直以来，合资电车都被冠以 "杂牌电动车" 的帽子。 这还真不能 ...

Group 1: BYD Financial Performance - BYD reported a third-quarter revenue of 194.99 billion yuan, a year-on-year decrease of 3.05% [2][3] - Net profit for the same period was 7.82 billion yuan, down 32.6% year-on-year [2][3] - The company's cash flow from operating activities decreased by 27.42%, totaling 40.85 billion yuan [3] Group 2: BYD Sales and Market Position - From January to September, BYD's global sales reached 3,260,146 vehicles, representing an 18.6% increase year-on-year [3] - The sales of BYD's brands, including Fangchengbao, Tengshi, and Yangwang, totaled 233,422 vehicles, up 83.5% year-on-year [3] - Overseas sales surged by 132.4%, reaching 701,579 vehicles [3] Group 3: Seres Financial Performance - Seres reported third-quarter revenue of 48.13 billion yuan, a year-on-year increase of 15.75% [7] - The net profit for Seres was 2.37 billion yuan, reflecting a slight decline of 1.74% year-on-year [7] - In September, Seres sold 44,678 vehicles, marking a 19.44% increase year-on-year [9] Group 4: Seres Market Strategy - The launch of the Wenjie M8 has replaced the higher-priced Wenjie M9 as the main product, contributing to overall sales and revenue growth [10] - Seres has seen a significant increase in sales expenses, which rose by 52% to 7 billion yuan, indicating a focus on operational spending [10] - Backed by Huawei, Seres is expected to maintain strong product and competitive capabilities, with an upcoming listing in Hong Kong potentially boosting its market presence [10] Group 5: Jieshi Automotive Performance - Jieshi Automotive delivered 1,426 vehicles in October, continuing a trend of increasing sales for ten consecutive months [11] - The Jieshi 01 model has gained traction in global markets, particularly in the Middle East and North Africa, with sales exceeding ten thousand units [15] - Currently, Jieshi Automotive offers only one model priced above 300,000 yuan, but plans to introduce entry-level models could enhance long-term growth prospects [15]

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 今日新闻要点： 1、 奇瑞风云T11上市 售价18.99-24.99万元 10月30日， 奇瑞风云T11上市。新车共推出4款车型，售价18.99-24.99万元。 奇瑞风云T11上市，售价18.99-24.99万元 ； 银河星耀6上市，售价7.48-10.58万元； 深蓝L06开启预售，预售价13.99-16.19万元； 上汽集团发布第三季度财报，销量、营收双增长； 外观方面，新车采用全新的家族式设计语言，车身造型大气典雅，直瀑式格栅搭配贯穿式头灯及多辐轮圈，视觉上很有辨识度， 并提供双色车身供用户选择。 车身尺寸方面，新车长宽高分别为5205/1998/1800mm，轴距3120mm，定位全尺寸SUV。 内饰方面，新车采用6座布局，整体风格简约，11项配置号称"顶格对标百万级豪车"，其 中包括前排30英寸一体屏、23扬声器7.5.4.2立体声音响、 17.3英寸后 舱娱乐屏、 二排零压云 感零重力座椅、 三排全电动座椅支持加热/通风/按摩 ...

Core Viewpoint - The article discusses the evolution and current status of Momenta, a third-party supplier in the autonomous driving sector, highlighting its strategic partnerships and the challenges it faces in a competitive market [4][20]. Group 1: Industry Context - The automotive industry has shifted from a blue ocean to a red ocean, with intense competition leading to the elimination of many players [2][3]. - The autonomous driving sector is experiencing a similar trend, with suppliers facing significant challenges [3]. Group 2: Company Overview - Momenta is recognized as a notable player in the autonomous driving market, having established partnerships with major automotive manufacturers such as SAIC, Audi, BMW, and Mercedes-Benz [10][13][15][18]. - The company operates in a competitive landscape alongside self-research firms and Huawei's ecosystem, forming a tripartite structure in the market [19]. Group 3: Founder's Background - The founder of Momenta, Cao Xudong, is a Tsinghua University graduate who initially pursued a career in artificial intelligence, abandoning a direct doctoral opportunity to work at Microsoft [20][21][28]. - His experience at Microsoft and subsequent roles at SenseTime laid the groundwork for Momenta's strategic direction focused on data-driven algorithms [37][39]. Group 4: Early Challenges and Strategic Shifts - In its early years, Momenta struggled to commercialize its products, focusing more on research than on practical applications, which led to investor impatience [56][59]. - The company pivoted towards commercial vehicles, developing a driver monitoring system and collision warning system, which successfully generated revenue [70][72]. Group 5: Strategic Partnerships and Growth - Momenta's collaboration with SAIC marked a significant turning point, leading to further investments and a broader partnership scope [86][89]. - The company has leveraged data from its partnerships to enhance its autonomous driving capabilities, positioning itself among the top players in the industry [96][100]. Group 6: Future Challenges and Opportunities - Despite its successes, Momenta faces ongoing challenges, including competition from Huawei and the need to secure more partnerships with other automakers [104][106]. - The company aims to expand its client base while maintaining a flexible and open collaboration model to differentiate itself from competitors [110][112]. Group 7: Long-term Viability - Momenta's long-term profitability hinges on scaling its vehicle installations to 4 million units, a significant increase from its current 1 million [116]. - The company is also exploring self-developed chips as a strategy to transition from a tier-2 to a tier-1 supplier in the evolving automotive landscape [123].

Core Viewpoint - Porsche's operating profit has plummeted dramatically, with a reported drop from €4.035 billion in the same period last year to just €40 million, marking a staggering 99% decline [2][5][37]. Group 1: Financial Performance - In the first nine months of the year, Porsche's operating profit fell to €40 million from €4.035 billion year-on-year, indicating a severe financial downturn [2][18]. - The company experienced a significant loss of €9.66 billion in the third quarter alone, which severely impacted its overall performance [5][15]. - The total global deliveries decreased by approximately 6%, with a notable decline in the Chinese market, which was once Porsche's largest single market [15][61]. Group 2: Market Dynamics - Porsche's deliveries in China dropped by 25.6% year-on-year, with a total of 32,195 vehicles delivered in the first nine months of the year [7][8]. - The European market also saw declines, with Germany's deliveries down by 16.2% and overall European deliveries down by 4.2% [11][12]. - The only market showing growth was North America, where deliveries increased by 4.8%, helping to mitigate some losses [12][15]. Group 3: Electric Vehicle Transition - Porsche has ambitious plans for electrification, aiming for over 50% of new cars to be electric by 2025 and over 80% by 2030 [20][46]. - However, the transition has faced significant challenges, including delays in electric vehicle production and a lack of competitive products in the market [30][32]. - The company has had to scale back its electric vehicle ambitions, with plans to focus on high-performance battery development rather than mass production [32][37]. Group 4: Strategic Adjustments - Porsche announced plans to cut 1,900 jobs by 2029, with an additional 2,000 temporary positions being eliminated this year [39][42]. - The company is shifting back to internal combustion engine vehicles, delaying the launch of new fuel models to maintain profitability [34][42]. - A strategic leadership change is also underway, with a new CEO set to take over in 2026, which may influence future directions [68][70].

Group 1 - Horizon Robotics and ZF have reached a deep cooperation to launch an urban navigation assistance driving system in China, with plans for mass production in 2026 [1][6] - The urban assistance driving system is based on ZF's ProAI computing platform and Horizon's flagship solution, featuring a single chip computing power of 560 TOPS [4] - This collaboration represents a rare partnership between a global supplier and a local chip manufacturer, promoting the development of intelligent technology in China [6] Group 2 - Xiaopeng Huaitian announced the establishment of China's first low-altitude flying camp and plans to open the world's first flying car "6S" store in Guangzhou by mid-2026 [7][10] - The flying camp covers over 30,000 square meters and includes 10 core areas with 118 application scenarios, such as urban management and emergency rescue [8] Group 3 - Four-dimensional Map has upgraded its brand strategy to SEEWAY.AI, focusing on AI strategy [11] - The company is transitioning from a traditional map provider to an AI and automotive intelligence service provider, with a focus on high-precision maps and domestic chip replacement capabilities [13][17] - The company announced its investment in autonomous driving company "Jianzhi Robotics," showcasing the PhiGo series of assistance driving systems with computing power exceeding 1000 TOPS [15] Group 4 - The new Zeekr 7X was launched with a price range of 229,800 to 269,800 yuan, featuring a high-performance driving assistance system and a 900V high-voltage architecture [18][27] - The vehicle offers a range of 620 to 802 km and can accelerate from 0 to 100 km/h in 5.4 to 5.1 seconds [27][30] Group 5 - The new Avita 12 four-laser version was launched with a price range of 269,900 to 429,900 yuan, offering both range-extended and pure electric versions [31][32] - The vehicle features advanced driving assistance capabilities with four laser radars and Huawei's ADS 4.0 system [39] Group 6 - The smart EQ 5 EHD was launched with a price range of 189,900 to 239,900 yuan, featuring a hybrid system and a range of luxury configurations [40][46] - The vehicle offers a comprehensive driving experience with a maximum power of 120 kW and a combined range of 1450 to 1615 km [46] Group 7 - The new Denza N8L was launched with a price range of 299,800 to 329,800 yuan, featuring a design language similar to the Denza N9 and advanced technology [49][55] - The vehicle is equipped with a 2.0T engine and a three-motor system, achieving a 0-100 km/h acceleration time of 3.9 seconds [55] Group 8 - The Beijing Hyundai EO was launched with a price range of 119,800 to 149,800 yuan, featuring a compact SUV design and advanced technology [56][64] - The vehicle offers competitive pricing and product strength, aiming to become a dark horse in the electric vehicle market [64]

New Car Launches - Jietu Zongheng G700 launched with a price range of 329,900 to 424,900 CNY, featuring a 2.0T dual-motor hybrid system and a comprehensive range of 1,400 km [1][2][8] - Fangcheng Leopard 5 Long Range version launched at a price of 269,800 to 329,800 CNY, equipped with a 1.5T engine and a total power of 505 kW [1][15] - Fangcheng Leopard 8 five-seat version launched with a price range of 379,800 to 399,800 CNY, featuring a DMO hybrid platform [1][24] - Aishang A100C launched with a price range of 39,800 to 52,800 CNY, targeting the micro electric vehicle market [1][29] - New BYD Song L DM-i launched with a price range of 139,800 to 156,800 CNY, featuring upgraded battery options [1][42] - New BYD Song Pro DM-i launched with a price range of 102,800 to 125,800 CNY, with improved electric range [1][49] - New BYD Qin L DM-i launched with a price range of 96,800 to 106,800 CNY, focusing on enhanced electric range [1][56] - Zeekr 7X pre-sale initiated, with significant upgrades in technology and performance expected [1][58] - New Tank 400 Smart Edition pre-sale initiated with a price range of 309,800 to 329,800 CNY, featuring advanced off-road capabilities [1][69] Company Dynamics - Yangwang U9 Xtreme certified as the fastest mass-produced electric vehicle at the Nürburgring with a time of 6 minutes 59.157 seconds [1][77] - Tengshi's first concept sports car revealed at Nürburgring, showcasing advanced technology [1][81] - Multiple automakers announced purchase tax subsidies to alleviate customer burdens due to order backlogs [1][84] - Weilai ES8 and Li Auto i6 also announced purchase tax subsidy plans [1][91][92] - Zontai Motors reported a net loss of 222.3 million CNY in Q3, despite a slight revenue increase [1][101][102] - Great Wall Motors reported a revenue increase of 20.51% in Q3, but net profit decreased by 31.23% [1][108][111] - GAC Group reported a decline in both revenue and sales in Q3, with a significant drop in net profit [1][112][114] - Tesla reported record revenue of 28.1 billion USD in Q3, but net profit decreased by 37% due to lower vehicle prices [1][118][123] - Porsche reported a 99% drop in net profit for the first three quarters, prompting organizational restructuring [1][126][129]