Core Viewpoint - Tesla's robotaxi service has officially launched in the U.S., marking a significant step towards achieving full autonomy in driving [1][6][7]. Group 1: Tesla's Robotaxi Launch - Tesla's robotaxi service began operations with several Model Y vehicles offering rides at a fare of $4.2 per trip [1]. - On June 28, Tesla showcased its technology by delivering a Model Y to a user autonomously from its Texas factory, achieving a 30-minute delivery time [3]. - The launch of robotaxi services indicates that Tesla is closer to its goal of fully autonomous driving [6]. Group 2: New Entrant - Zhaofu Technology - Zhaofu Technology, established on June 23, coincided with Tesla's robotaxi launch, indicating a new player entering the market [12][13]. - The company is backed by major stakeholders including Ant Group, Hello, and CATL, with a total initial investment exceeding 3 billion RMB [17]. - Zhaofu Technology aims to focus on L4 autonomous driving technology and its commercial application [15][16]. Group 3: Hello's Expansion into Robotaxi - Hello, known for its bike-sharing services, is expanding into the robotaxi sector through Zhaofu Technology [16][25]. - The company has diversified its offerings over the years, including various transportation services and is now integrating robotaxi into its business model [20][22]. - Hello's entry into the robotaxi market is seen as a strategic move to seek new growth opportunities amid previous financial losses [56][57]. Group 4: Market Dynamics and Competition - The robotaxi market is expected to grow significantly, with estimates suggesting it could reach trillions in scale, prompting companies like Hello to invest heavily [65]. - The competitive landscape includes established players like Didi and Uber, all vying for a share of the emerging robotaxi market [55][56]. - Recent developments indicate a sense of urgency among traditional ride-hailing platforms to adapt to the advancements in autonomous driving technology [68][69].

Core Viewpoint - The article emphasizes the evolution of the Chinese automotive industry, highlighting its journey from manual craftsmanship to becoming the world's largest producer and exporter of automobiles, and the current advancements in technology and culture within the sector [1]. Group 1 - The Beijing Automobile Museum serves as a platform to reflect on the history of Chinese automotive development and its cultural roots [1]. - The article mentions the significance of national-level models in understanding the progress of the automotive industry in China [1]. - There is a focus on the future of new energy vehicles and the direction of automotive culture in China [1]. Group 2 - The article introduces recent vehicle launches, specifically mentioning the Xiaopeng G7, indicating ongoing innovation in the market [3]. - It discusses the new national standards for batteries, suggesting regulatory changes that could impact the industry [3]. - The concept of world models and the underlying logic of AI and intelligent driving are explored, indicating a shift towards advanced technology in automotive operations [3].

Group 1: Zhiji LS9 SUV - Zhiji's new flagship SUV, likely named LS9, is set to be unveiled in Q4 of this year, with spy photos recently leaked [2][5] - The LS9 features a new family design language, shifting from a sporty style to a more stable appearance, aligning with its six-seat family SUV positioning [4] - The vehicle is expected to incorporate range-extended powertrains, showcasing the latest technologies developed by SAIC Group [10] Group 2: Indian Automotive Industry - Indian car manufacturers oppose the proposed carbon emission regulations, deeming them "too aggressive," as the country aims to cut automotive emissions by one-third by 2027 and phase out gasoline vehicles by 2040 [11][12] - The implementation of these new regulations could result in significant fines for Indian car companies, potentially undermining foreign investment confidence in the Indian automotive sector [12] - The Indian automotive industry is encouraged to learn from China's transition to electric vehicles as a solution to these challenges [12] Group 3: US-Japan Automotive Trade Relations - President Trump has expressed dissatisfaction with the automotive trade imbalance between the US and Japan, considering imposing a 25% tariff on Japanese cars [13] - In 2024, Japan's trade surplus with the US is projected to reach $59.3 billion, with approximately 82% attributed to automobiles and parts [14] - Trump's actions aim to address the high trade surplus and encourage domestic manufacturing, although the effectiveness of such trade measures remains uncertain [14]

Core Viewpoint - The article highlights the competitive landscape of the new energy vehicle market in June, emphasizing the pressure from new entrants like Xiaomi's YU7 and the ongoing efforts of various automakers to provide high-quality products at competitive prices to capture market share [1]. Group 1: BYD Performance - In June, BYD sold 377,628 passenger vehicles, with a year-on-year growth of 11% [2][3]. - BYD's overseas sales reached 89,699 units, marking a significant year-on-year increase of 229.8% [3]. - The company has maintained a stable monthly sales volume of around 380,000 units over the past three months, indicating resilience amid increasing competition [6]. Group 2: Geely Performance - Geely's new energy vehicle sales in June totaled 122,367 units, representing a year-on-year growth of 47% [7][10]. - The Geely Galaxy brand contributed significantly with 90,222 units sold, while the Lynk & Co and Zeekr brands added 15,443 and 16,702 units, respectively [8][11]. - Geely has raised its 2025 sales target to 3 million units, reflecting confidence in its growth trajectory [15]. Group 3: SAIC-GM Wuling Performance - SAIC-GM Wuling achieved new energy vehicle sales of 70,357 units in June [16]. - The company has seen over 200% year-on-year growth in exports for three consecutive months, positioning it as a potential growth driver for SAIC Group [18]. Group 4: Hongmeng Zhixing Performance - Hongmeng Zhixing delivered 52,747 vehicles in June, with the Wanjie series accounting for 44,685 units [19][20]. - The brand has set a new monthly delivery record, indicating strong market acceptance and potential for future growth [24]. Group 5: Leap Motor Performance - Leap Motor's June deliveries reached 48,006 units, with a year-on-year growth exceeding 1389% [25][27]. - The company has consistently delivered over 40,000 units for four consecutive months, showcasing its strong market position [29]. Group 6: Changan Qiyuan Performance - Changan Qiyuan sold 38,771 units in June, benefiting from the launch of new models [30]. - The brand is gaining popularity due to its competitive pricing and product offerings [31]. Group 7: Great Wall Motors Performance - Great Wall Motors sold 36,405 new energy vehicles in June, with the Wey brand contributing 10,197 units [32][36]. - The company is navigating a critical transformation period while facing intense competition [36]. Group 8: Li Auto Performance - Li Auto delivered 36,279 vehicles in June, having adjusted its second-quarter delivery expectations due to increased competition in the extended-range market [37][39]. Group 9: XPeng Motors Performance - XPeng Motors delivered 34,611 vehicles in June, marking its eighth consecutive month of over 30,000 units sold [40][42]. - The upcoming launch of the XPeng G7 is anticipated to enhance its competitive positioning [45]. Group 10: NIO Performance - NIO delivered 24,925 vehicles in June, with a quarterly delivery of 72,056 units, reflecting a 71.2% increase [55][59]. - The brand's various models are showing steady growth, contributing to its overall performance [62]. Group 11: Other Brands - Xiaomi delivered over 25,000 vehicles in June, with a significant portion of its production allocated for the YU7 model [52][54]. - BAIC New Energy and ARCFOX delivered 14,506 and 10,352 units, respectively, with both brands showing growth trends [62]. - Avita and Lantu maintained deliveries above 10,000 units, indicating stable market performance [67][71].

Group 1 - Leapmotor B01 has started pre-sales with a price range of 105,800 to 135,800 yuan [1][2] - The dimensions of the new model are 4770mm in length, 1880mm in width, and 1490mm in height, with a wheelbase of 2735mm [4] - The interior features an 8.8-inch full LCD instrument panel and a 14.6-inch 2.5K central control screen, along with a versatile passenger seat design [4][6] Group 2 - Leapmotor B01 is equipped with the Qualcomm SA8295P flagship cockpit chip and dual AI voice models, supporting 26 advanced driving assistance functions [6] - The vehicle is built on the LEAP 3.5 architecture, featuring a 160kW electric drive, 0-100 km/h acceleration in 6.4 seconds, and a CLTC range of 550/650 km [6] - The charging time from 30% to 80% is 18 minutes [6] Group 3 - Tesla's first batch of V4 supercharging stations has been launched in China, with a maximum charging power of 500kW, doubling the previous generation's capacity [9][10] - The new V4 stations are compatible with a voltage range of 400-1000V and have increased cable length to 3 meters, making them more user-friendly [10] Group 4 - CATL's Chongqing super factory has officially commenced production, featuring two CTP 2.0 high-speed PACK production lines [11] - The collaboration between Seres and CATL is expected to enhance production and delivery speed, reducing the vehicle pickup cycle for users [12] - The partnership has expanded from battery production to include a 50MWh distributed photovoltaic project for green energy supply [12]

Core Viewpoint - The article discusses the significant advancements in electric vehicle (EV) technology, particularly in addressing the issue of range anxiety, which has become less of a concern due to improved battery technology and charging infrastructure [1][4]. Group 1: Evolution of Electric Vehicle Range - The range of pure electric vehicles has increased from a mainstream 400 km to 600-800 km, thanks to innovations like heat pump air conditioning, silicon carbide (SiC) drives, and 800V architecture [3][4]. - The introduction of 5C batteries that can provide over 400 km of range in just 10 minutes is becoming common, further alleviating range anxiety [4]. Group 2: Real-World Testing and Performance - Mercedes conducted a high-speed test of its new electric CLA, achieving a range of 572 km at a constant speed of 120 km/h with an average energy consumption of less than 15 kWh/100 km [16][19]. - The CLA can potentially travel from Shanghai to Beijing without needing to recharge, showcasing the vehicle's impressive range capabilities [18]. Group 3: Technological Innovations - The CLA features an 800V high-voltage platform and a two-speed transmission designed for efficiency, achieving an energy conversion efficiency of 93% [19][22]. - The vehicle includes advanced energy recovery systems and a heat pump air conditioning system that is significantly more efficient than traditional systems [28]. Group 4: Brand Philosophy and Market Positioning - Mercedes aims to redefine its brand image with the CLA, emphasizing a blend of technology and emotional appeal in its marketing [30][33]. - The CLA is equipped with a new electronic architecture (MB.OS) that enhances user interaction and driving experience through advanced AI and voice recognition [36][41]. Group 5: Historical Context and Innovation Legacy - Mercedes has a long history of innovation, from the first four-cylinder engine to modern safety technologies like ABS and ESP, which have significantly influenced automotive design and safety standards [55][61]. - The company continues to lead in the development of autonomous driving technologies, having received the first international certification for L3 conditional automated driving [62][64].

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 岚图FREE+开启预售，预售价22.99万元起； 小米YU7上市，售价25.35-32.99万元； 小米YU7开售18小时，锁单突破24万台； 新款欧拉好猫/好猫GT木兰版上市，限时焕新价7.98-10.28万元； 车企动态： 长安汽车集团更名为辰致汽车科技集团； firefly萤火虫推出BaaS电池租用方案，车价立减4万元； 赛力斯引入50亿元战略投资； 曹操出行港股上市； 理想汽车整合成立智能汽车群组； 国际新闻： 国产特斯拉Model Y或进入印度市场； 吉利与雷诺签订合资协议，在巴西合作生产销售新车； 小鹏X9正式登陆印尼市场； 特斯拉Model Y在美实现全自动驾驶交付； 新车上市 1 、 岚图FREE+开启预售 预售价22.99万元起 6月24日，岚图FREE+开启预售，预售价为22.99万元起。 尺寸方面，新车长宽高分别为4915/1960/1660mm，轴距2960mm，提供杜若白、玄英黑、宸星灰、云纱金、琉璃紫和韶华青等六款配色。 内饰配置方面，新车取消了升降三联屏设计，换为15.6英寸2K智慧屏+10.2 ...

Group 1: New Product Launch - The new Ora Good Cat/Good Cat GT Mulan version has been launched with a limited-time price range of 79,800 to 102,800 yuan [2][6] - The vehicle dimensions are 4242×1825×1632mm with a wheelbase of 2650mm, remaining consistent with the current model [4] - The new model offers various color options including Point Cobalt Blue, Brilliant Green, Pink Coral, and others, with the rear logo changed to GWM [5] Group 2: Interior and Technology Features - The interior features a simplified design with an upgraded 10.25-inch instrument screen and a 14.6-inch floating display, available in multiple color schemes [8] - The vehicle is equipped with Coffee OS 3, supporting features like dynamic visibility, continuous dialogue, dialect recognition, and L2-level assisted driving [9][11] Group 3: Competitive Positioning - The pricing and configuration of the Ora Good Cat are seen as competitive, aiming to attract consumers with its aesthetics and female-friendly design, competing against models like BYD Dolphin and Geely Xingyuan [12] Group 4: Company Developments - Li Auto has integrated its "R&D and Supply Group" and "Sales and Service Group" into a new "Smart Vehicle Group," led by President Ma Donghui [13][15] - This restructuring aims to create a closed-loop operation from strategy to business, allowing Li Auto to focus more on future development [15] Group 5: Industry Innovations - Tesla's Model Y has achieved fully autonomous delivery in the U.S., with a vehicle driving itself from the factory to the customer's home without remote control [16][17] - This development showcases Tesla's confidence in its Full Self-Driving (FSD) capabilities, although the company faces significant sales pressure globally, particularly in the Chinese market [18]

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。 而 小米这次公开的固态电池专利， 正是聚合物电解质路线！ 那么，小米为什么要选择 三种固态电解质中， 距离量产落地进度相对较慢的技术路线？又究竟是通过什么方式、优化了哪些问题的？ 今天我们就借此机会，来聊聊聚合物电解质前世今生。 01. 一门让塑料导电的学问 在具体讲小米全固态电池之前，我们先对聚合物电解质来一个初步的了解。 所谓 聚合物 ，其实就是小学二年级 专门学过的 有机高分子材料 ，是由一种或几种有机分子团，通过共价键连接聚合成的大分子非金属材料。 前段时 间，这篇关于固态电池的文章 《全固态电池上车，就差临门一脚了？》 收获了不少小伙伴的留言，足以看出大家对前沿技术的关注度。 但没想到，评论区竟然因为 "小米已经研发出固态电池并申请专利" ，引起了大家广泛的讨论。 你说这事巧不巧？ 上一篇固态电池的内容受限于篇幅，只和大家聊了聊呼声最高的 硫化物 电解质，另外两种技术路线 氧化物 和 聚合 物 电解质则是挖了个坑，打算以后有机 会再讲。 通俗点来说，咱们平时生活中看得见摸 得着的 塑料袋、轮胎橡胶、水路白色管道、尼龙线 等 ...

Core Viewpoint - The article highlights the launch of the Xiaomi YU7, a new electric vehicle, which is positioned to compete with Tesla's Model Y, showcasing its potential to become the next "national car" in China [15]. Group 1: Xiaomi YU7 Launch - The Xiaomi YU7 was officially launched on June 26, with a price range of 253,500 to 329,900 RMB [2][6]. - The vehicle features a sleek coupe SUV design, with a drag coefficient of 0.245 and a front trunk capacity of 141 liters [4]. - The dimensions of the YU7 are 4999mm in length, 1996mm in width, and 1600mm in height, with a wheelbase of 3000mm [4]. Group 2: Interior and Features - The interior offers four color options and utilizes the Xiaomi HyperVision panoramic display, replacing traditional dashboard screens [5]. - The YU7 is equipped with advanced features such as zero-gravity front seats, a 4.6L onboard refrigerator, a 7.1.4 sound system with 25 speakers, and an air suspension system [8]. Group 3: Smart Technology - The YU7 comes standard with a 10 million Clips version of Xiaomi's end-to-end driving assistance and is powered by the third-generation Snapdragon 8 mobile platform [10]. - The vehicle's driving assistance computing chip is based on the NVIDIA Thor platform, with an upgrade to the Xiaomi XLA model expected in the second half of the year [10]. Group 4: Powertrain and Performance - The YU7 is built on an 800V silicon carbide high-voltage platform, with three variants: - The base model features a single rear motor with 235 kW power, 0-100 km/h in 5.88 seconds, and a CLTC range of 835 km [13]. - The Pro version has dual motors with 365 kW power, 0-100 km/h in 4.27 seconds, and a CLTC range of 770 km [13]. - The Max version boasts dual motors with 508 kW power, 0-100 km/h in 3.23 seconds, and a CLTC range of 760 km [13]. Group 5: Market Response - Within one hour of opening pre-orders, the Xiaomi YU7 received 289,000 orders, indicating strong market interest and potential for high sales [15]. Group 6: Xiaopeng X9 Launch - On the same day, Xiaopeng X9 was launched in the Indonesian market, with a starting price of 9.9 billion Indonesian Rupiah (approximately 437,000 RMB) [16]. - Xiaopeng aims to localize production in Indonesia starting July, marking a significant step in its overseas expansion strategy [17]. - The company has entered over 40 countries and regions, with Indonesia being a key market for its high-end electric MPV segment [17].