Group 1 - Li Auto's first pure electric six-seat SUV, the Li i8, has begun nationwide delivery in 44 cities, with a target of delivering over 8,000 units by the end of September and challenging to reach 10,000 units [1] - The delivery of the Li i8 marks a significant step towards diversification and scaling in the electric vehicle sector, showcasing strong production capacity and market confidence [1] - This initiative is expected to stimulate consumer demand for pure electric SUVs and activate the entire electric vehicle sector, solidifying Li Auto's market positioning [1] Group 2 - Geely Auto responded to complaints from some car owners regarding the unilateral change of "lifetime free basic data" rights, emphasizing that user rights promised at the time of sale will remain unchanged [2] - The company clarified the specifics of "basic data" rights, which typically include remote vehicle control, online navigation, voice assistant, weather queries, and OTA upgrades, depending on the actual configuration of the purchased model [2] - Geely's response reflects its sensitivity to user concerns and may prompt a reevaluation of user rights algorithms and information transparency within the smart connected vehicle industry [2] Group 3 - BYD has entered a strategic partnership with Finnish automotive dealer Veho Group to upgrade its sales and service network in Finland [3] - The collaboration aims to establish new retail outlets in Helsinki, Espoo, Tampere, and Turku, enhancing BYD's competitive advantage in Finland and laying the groundwork for future penetration into the Nordic market [3] Group 4 - Deep Blue Automotive and Star Semiconductor have established a joint venture, Chongqing Anda Semiconductor, which has recently commenced production [4] - This joint venture focuses on the development of industry-leading automotive-grade power semiconductors, setting a new benchmark in the industry [4] - The production launch enhances Deep Blue's capabilities in critical components and may drive innovation in semiconductor technology applications within the automotive industry, improving the performance and safety of future smart electric vehicles [4]

【#吉利汽车回应被指基础流量权益变更#】8月20日，@吉利汽车 发声明回应吉利旗下部分车型"基础 流量"等权益质疑： 此前在"基础流量"包含的权益信息传递中，存在不一致的情况。为消除用户的误解与疑惑，现统一说 明："基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA升级等功能。具体 所含功能，请以您所购车型的实际配置为准。 此前，有车主称，吉利汽车对"基础流量"政策调整，因此引发不满。有网友表示，"24年购车时宣传承 诺基础流量终身免费，包括语音控制、远程控制以及自带导航、OTA升级等，直到今年年初官方的回答 都是如此。如今基础流量部分仅剩远程控制了，且吉利回复'车机流量分为基础流量和娱乐流量，其中 基础流量仅包含远程控制，其它均为娱乐流量'。所以希望吉利能够遵守承诺，恢复车主原有的相关权 益，不能为了统一新款车权益，抹杀旧车主应有的权益。" 一、关于用户权益的持续性 吉利汽车在不同时期推出的智能网联车型，因市场定位、价格及配置存在差异，对应的用户权益方案会 有所不同。但需明确的是，销售时向用户承诺的包含E-CALL在内的权益，始终保持一致，不会进行任 何变更或减配。 二、关于"基础流量 ...

8月20日，电厂获悉，吉利在当天晚间宣布聚焦"一个座舱"，通过统一的AI OS架构、统一的AI Agent、统一的用户 ID，实现AI座舱All in One，打造可实现"人-车-环境"自主协同的智慧空间。吉利还宣布将不再开发不具备AI能力的传 统智能座舱。可实现大规模上车的汽车超拟人智能体Eva和基于5层AI座舱原生架构打造的新一代AI座舱操作系统 Flyme Auto 2将首先应用在领克10 EM-P、吉利银河M9上。 吉利的AI Agent生态，将"思考能力"与"行动能力"进行结合，让AI座舱具备了主动服务能力。用户只需说出自己的意 图，AI就可以无缝编排、执行、校验任务。吉利的大模型融合架构搭建了座舱交互的"影子模式"，实现AI训练AI、AI 测试AI， 帮助用户越用越好用。 基于《台州宣言》"一个吉利"的战略指引，吉利、领克、极氪的座舱研发体系进行融合，以"一个吉利，一个座舱"为 原则，通过统一的AI OS架构、统一的AI Agent、统一的用户ID，实现AI座舱All in One。目前，吉利旗下车型搭载的 Flyme Auto与Zeekr OS基于同一套AI OS架构打造，区别在于它们针对不同用 ...

作为AI座舱的"灵魂"，Eva实现了具身智能体的特质，能够进行自我判断、规划和执行任务，将在吉利银河M9上率先搭载。与此同时，通过One ID，极氪、 领克、吉利、银河的所有用户，未来都可共享Eva带来的个性化、情感化智能出行体验。 同时，吉利聚焦"一个座舱"，通过统一的AI OS架构、统一的AI Agent、统一的用户ID，实现AI座舱"All in One"，打造可以实现"人-车-环境"自主协同的智慧 空间，引领智能汽车正式迈入AI座舱时代。 8月20日，《中国经营报》记者了解到，吉利发布了基于5层AI座舱原生架构打造的新一代AI座舱操作系统——Flyme Auto 2，领克10 EM-P、吉利银河M9将 率先搭载。同时，吉利发布了全球首个可大规模上车的超拟人情感智能体——Eva。 据悉，以"一个吉利，一个座舱"为战略支点，吉利致力于成为全球汽车具身智能进化的领跑者、标准制定者，未来更有望成为世界领先的具身智能机器人公 司。 对此，盘古智库高级研究员江瀚表示，此次AI座舱的发布对吉利自身及整个汽车行业具有战略级意义，体现了平台化整合与生态协同的规模经济效应。Eva 作为超拟人AGI智能体，实现了从"被动响 ...

凤凰网科技讯 8月20日，吉利汽车正式发布"一个座舱"战略，宣布全面拥抱AI座舱时代。通过统一AI OS架构、AI Agent与用户ID体系，吉利构建起实现"人-车-环境"自主协同的智慧空间，并明确停止传统 非AI座舱开发，要带行业进入AI座舱时代。 与此同时，吉利同步发布了新一代AI座舱操作系统Flyme Auto 2，它基于自研五层原生架构打造。该架 构包含云端23.5EFLOPS算力中枢与车端200TOPS AI Box的协同计算体系，搭载了全球首发的70亿参数 端侧多模态大模型，支持LangChain智能体编程框架，实现了从"人找功能"到"服务找人"的跨越。领克 10 EM-P、银河 M9将率先搭载这一系统，老车型也可通过OTA升级享受到相关功能。 吉利表示，将持续推进具身智能进化，目标是成为全球汽车AI革命的领跑者与标准制定者。 作为该战略的核心，吉利推出了集团统一智能体Eva，并宣称这是全球首个可量产上车的超拟人情感智 能体。该智能体深度融合星睿AI大模型、阶跃星辰语音模型与流动记忆系统，具备高感知情感交互能 力与自主行动力。Eva将覆盖吉利、领克、极氪全品牌用户，实现情感化智慧出行体验的普惠化。 ...

8月20日，吉利发布新一代AI座舱操作系统——Flyme Auto 2。第一财经记者了解到，继智能驾驶业务 整合之后，吉利智能座舱也开启整合，吉利聚焦"一个座舱"，极氪、领克、吉利、银河四大品牌的智能 座舱底层架构、生态、算力资源都会整合，品牌之间智能座舱区别将聚焦在UI和个性化功能。（第一 财经记者 肖逸思） ...

Group 1 - Meta announced a restructuring of its AI department, splitting the Meta Super Intelligence Lab into four separate divisions [1] - The South Korean AI startup Upstage secured $45 million in investments from Amazon and AMD [1] Group 2 - Zhipu launched the world's first mobile agent AutoGLM 2.0 [1] - Geely released the next-generation AI cockpit operating system Flyme Auto 2 [1] - Baidu's mobile search results are over 64% generated by AI [1] - Yushu Technology previewed a new humanoid robot with 31 degrees of freedom [1] - The WeChat team launched version 5.0, introducing intelligent search, intelligent summarization, and intelligent robot features [1]

Core Viewpoint - The Chinese electric vehicle (EV) market has seen significant growth in the first half of 2025, with Geely Automotive becoming the second-largest in new energy sales and Leap Motor achieving the highest sales among new forces. Both companies have surpassed one million units in cumulative sales, indicating a demand increase of approximately 100 GWh for battery supply [2][3]. Group 1: Market Dynamics - The growth in the EV market is largely driven by government policies promoting vehicle trade-ins, alongside a trend of "consumption downgrade," where lower-priced models are becoming the main sales drivers [2]. - Geely's new energy brand "Galaxy" has achieved over one million cumulative sales within 24 months, with a remarkable 232% year-on-year growth in the first half of 2025, selling 548,000 units [2]. - Leap Motor delivered over 220,000 units in the first half of 2025, surpassing competitors like Ideal and Xiaopeng, and has raised its delivery guidance for 2025 to between 580,000 and 650,000 units [2]. Group 2: Battery Supply Challenges - Geely is facing a battery supply shortage due to its rapid expansion, prompting the company to seek additional capacity from external suppliers [3]. - The establishment of the independent "Jiyao Tongxing" battery group aims to consolidate Geely's battery operations and enhance efficiency, with a target of achieving 70 GWh capacity by 2027 [3]. - Geely plans to adopt a "self-supply + external procurement" strategy, with an expected increase in self-supplied battery cells to 30% over the next two years [3]. Group 3: Leap Motor's Strategy - Leap Motor achieved a record gross margin of 14.1% in the first half of 2025, attributed to economies of scale and cost control [4]. - The company's strategy focuses on "full self-research" and decentralized procurement, allowing it to save costs and enhance bargaining power by sourcing battery cells from multiple suppliers [5]. - Leap Motor has begun supplying self-developed battery packs to over five new energy commercial vehicle clients, indicating a shift towards monetizing its battery technology [5]. Group 4: Opportunities for Battery Suppliers - The anticipated demand for 100 GWh of batteries presents both opportunities and challenges for battery suppliers, with CATL remaining a preferred choice but not the only option [5]. - Suppliers need to demonstrate stable performance, compatibility with vehicle models, and sufficient capacity to meet delivery timelines to secure orders [6].

7月，国内乘用车市场在传统淡季中展现出韧性，多项核心指标创当月历史新高。乘联分会公布的数据显示，当月国内狭义乘用车市场零售销量达183.7万 辆，同比增长6.9%，环比下降11.9%。 | | 7月销量 | 1-7月累计销量 | | --- | --- | --- | | 轿车 | 84.1万辆 | 587.5万辆 | | | 同比↑6.4% 环比↓ 11.4% | 同比↑10.2% | | VPV | 8.9万辆 | 59.8万辆 | | of | 同比↑ 6.7% 环比↓ 7.7% | 同比↑ 6.0% | | SUV | 90.8万辆 | 626.7万辆 | | | 同比↑ 7.5% 环比↓ 12.7% | 同比↑10.7% | | VEV | 98.6万辆 | 645.5万辆 | | | 同比↑ 12.0% 环比↓ 11.3% | 同比↑29.5% | 具体车型类别上，新能源车在7月销量达到98.6万辆，同比上升12.0%，环比下滑11.3%。得益于新能源车销量持续突破，轿车、SUV以及MPV的销量均实现 同比上涨。其中轿车销量为84.1万辆，SUV销量90.8万辆，MPV为8.9万辆。 品牌阵容方面 ...

吉利汽车在不同时期推出的智能网联车型，因市场定位、价格及配置存在差异，对应的用户权益方案会 有所不同。但需明确的是，销售时向用户承诺的包含 E-CALL 在内的权益，始终保持一致，不会进行 任何变更或减配。 二、关于"基础流量"的具体内容 此前在"基础流量"包含的权益信息传递中，存在不一致的情况。为消除用户的误解与疑惑，现统一说 明:"基础流量"权益通常涵盖车辆远程控制、在线导航、语音助手、天气查询、OTA 升级等功能。具体 所含功能，请以您所购车型的实际配置为准。 以上权益，覆盖吉利中国星及吉利银河品牌旗下所有车型。衷心感谢全球超 1800 万用户的信任与支 持。我们将始终秉持"用户至上"的理念，持续努力，为每一位用户打造更智能、更绿色、更便捷的出行 体验。 【#吉利汽车回应基础流量权益变更#，承诺用户权益不变】针对部分用户对吉利汽车旗下车型"基础流 量"等权益的疑问，吉利汽车今日发布声明。 原文如下。 近期，我们留意到部分用户对吉利汽车旗下部分车型的"基础流量"等权益存在疑问。为让大家清晰了解 相关信息，现就大家关注的问题说明如下： 一、关于用户权益的持续性 以上权益,覆盖吉利中国星及吉利银河品牌旗下所有 ...