Core Insights - The automotive industry is returning to rationality after a period of "involution," with average price reductions for new energy vehicles and fuel vehicles at 17,000 yuan and 13,000 yuan respectively, representing decreases of 11.1% and 10.4% [1] - Sales data for July indicates a mixed performance among major manufacturers, with some experiencing year-on-year declines in sales [1][2] - The total retail market for narrow passenger vehicles in July is estimated at around 1.85 million units, showing a year-on-year increase of 7.6% but a month-on-month decrease of 11.2% [1] Group 1: Domestic Brands Performance - BYD remains the leader in sales among domestic brands, achieving over 340,000 units in July, maintaining a stable monthly sales figure of around 380,000 units for five consecutive months [4] - Geely and Chery follow closely, with Geely's sales at 237,700 units, supported by a 120% year-on-year increase in its new energy segment [4] - Chery's sales reached 224,400 units, bolstered by strong export performance, while SAIC's sales were 214,000 units, with a balanced contribution from new energy and overseas markets [4] Group 2: New Energy Vehicle Segment - Leap Motor leads the new energy vehicle segment with over 50,000 units sold in July, marking a year-on-year increase of over 126% [5] - Xiaopeng and Xiaomi also performed well, with Xiaopeng delivering 36,700 units (up 229% year-on-year) and Xiaomi exceeding 30,000 units for the first time [6] - Li Auto and NIO showed fluctuations in sales, with Li Auto delivering 30,700 units and NIO 21,000 units [6] Group 3: Joint Venture Brands - Major joint venture brands are experiencing a resurgence, with FAW-Volkswagen selling 113,000 units in July, reflecting a year-on-year market share increase of 0.5 percentage points [8] - Toyota's joint ventures each sold around 60,000 units, with FAW Toyota achieving a 3% year-on-year growth [8] - SAIC-GM saw a significant increase in sales, with a year-on-year growth of 181.68%, driven by strong performance from the Buick brand [8] Group 4: Market Outlook - Despite seasonal declines and regional disparities, the overall automotive market is expected to maintain steady growth, particularly in the new energy vehicle sector, which is injecting new vitality into the market [9]

2024年以来，以温州誉泰进出口有限公司为代表的温州新能源汽车出口企业，积极抢抓国际市场机 遇，充分利用政策优势，深化共建"一带一路"合作等有利条件，使新能源汽车出口成为温州外贸出口的 强势增长点。 从出口数据来看，今年前5个月，温州市新能源汽车出口8.8亿元，同比增长82.2%，其中在中东、 欧洲和非洲市场表现亮眼，增幅分别为1.5倍、2.4倍和3.8倍。此外，温州企业还积极开拓拉美市场，首 次向巴西出口新能源汽车。 王诗瑶 王毓婕 钱雨农 科技日报记者 陈瑜 "我们的新能源汽车出口目的国主要是吉尔吉斯斯坦、阿联酋等。今年，我们明显感觉到国产汽车 品牌的海外知名度和认可度在提升，这对我们出口商来说是一大利好。"近日，温州誉泰进出口有限公 司总经理林孝丰表示。 在全球绿色能源转型加速的背景下，国产新能源汽车在海外持续热销，为浙江外贸增长注入新动 能。杭州海关最新统计显示，今年前5个月，浙江省电动汽车出口163.2亿元，同比增长86%，其中对欧 盟、中东、东盟和拉美出口分别增长1.5倍、0.98倍、3.9倍和1.4倍，展现出强劲的发展态势。 然而，国内出口商仍面临着行业内竞争激烈、车辆交付时效有待提升、售后维修 ...

Group 1 - Geely's intelligent driving business is undergoing a significant integration, consolidating various teams into Qianli Intelligent Driving [1] - The integration involves multiple teams, including around 1,500 from Zeekr, 1,000 from Geely Research Institute, and approximately 500 from Maichi Technology [1] - The strategic integration is driven by the need to enhance competitiveness in a rapidly evolving market [1] Group 2 - Qianli Intelligent Driving was established on June 27, 2025, with a diverse shareholder structure including Geely, Alibaba, and Lotus [2] - Wang Jun, the former president of Huawei's Intelligent Automotive Solutions Business Unit, is the legal representative and chairman of Qianli Intelligent Driving [2] - After the integration, Qianli Intelligent Driving will operate as an independent company and serve as a core partner in Geely's AI ecosystem, offering solutions to the entire industry [2]

Group 1 - The core point of the article highlights that Beijing has the highest number of headquarters of Fortune Global 500 companies, with 47 companies based there, maintaining its position for the 13th consecutive year [1] - The total revenue of the companies listed in the Fortune Global 500 this year is approximately $41.7 trillion, which exceeds one-third of the global GDP, showing a growth of about 1.8% compared to last year [1] - There are 130 Chinese companies in the Fortune Global 500, with a total revenue of approximately $10.7 trillion for 2024 [1] Group 2 - The threshold for inclusion in the Fortune Global 500 increased from $32.1 billion to $32.2 billion this year [1] - Among the listed companies, 10 are in the automotive and auto parts sector, with significant ranking improvements for BYD, Chery, and Geely [1] - BYD's ranking improved by 52 positions to 91, marking its first entry into the top 100; Chery rose by 152 positions to 233, and Geely increased by 30 positions to 155 [1]

Group 1 - Geely is undergoing a major integration of its internal intelligent driving teams, merging the teams from Zeekr and Geely Research Institute into Chongqing Qianli Intelligent Driving [1] - Chongqing Qianli Intelligent Driving is a joint venture established by Qianli Technology and Geely, focusing on the innovation and application of advanced driver-assistance systems [1][2] - The integration aims to consolidate resources and build a comprehensive end-to-end capability for driver assistance solutions, with a management team currently being established [1] Group 2 - After the integration, Qianli Intelligent Driving will operate as an independent company and become a core partner in Geely's artificial intelligence ecosystem [2] - Geely will leverage its leading computational power and the largest number of assisted driving vehicles in the industry to support the long-term development of Qianli Intelligent Driving [2]

可能还有不少人记得，10多年前英国知名汽车节目《巅峰拍档》（Top Gear）的某一期中，主持人 前往中国评测当地生产的汽车，节目组当时的评价极为苛刻：装配工艺粗糙、发动机动力不足，安全标 准更是形同虚设。不过，他们当时有一点说得很准，那就是中国汽车最终会涌入全球市场。这一刻已然 到来。如今，中国汽车不仅大量出口，还在设计、性能，尤其是安全方面树立了新的标杆。 近日，欧洲新车安全评鉴协会（Euro NCAP）发布的最新测试报告显示，2025年迄今为止，Euro NCAP 测试的28款车型中，有18款获得了最高的五星安全评级，且中国制造的车型以13席占据绝对主导。从动 力类型来看，获得五星评级的车型中，共计有11款纯电动汽车，且大多为中国品牌。"这一惊人的数据 彰显了中国汽车行业的巨大进步。"外媒如此评价道。 中国产电动汽车安全性能亮眼 长期以来，欧洲碰撞测试被视为安全方面的黄金标准。作为全球最具权威性和影响力的汽车安全测试机 构之一，Euro NCAP的成员包括欧洲各国政府交通部门、汽车俱乐部、消费者组织及研究机构等。根据 官方政策，每个成员组织每年至少赞助评估1款车型，优先选择销量高或技术创新的车型，且必须 ...

Core Insights - The automotive export sector in China, particularly in the new energy vehicle (NEV) segment, is experiencing rapid growth, driven by provinces such as Anhui, Jiangsu, Shaanxi, Henan, and Beijing [2][3][4] Group 1: Export Growth - Shaanxi province reported an automotive export volume of 206,000 units in the first half of the year, a year-on-year increase of 57.2%, with an export value of 31.22 billion yuan, up 51.7% [3] - NEV exports from Shaanxi reached 179,500 units, marking a 104.4% increase, with an export value of 23.93 billion yuan, up 111.6% [3] - Jiangsu province's automotive exports totaled 344,000 units, a 79.3% increase, with an export value of 43.21 billion yuan, up 67% [4] Group 2: Production and Capacity - In the first half of the year, Shaanxi produced 942,800 vehicles, with NEV production at 658,500 units, a 30.23% increase year-on-year [3] - Anhui province led the nation in automotive exports with 461,000 units, including a 29.9% increase in NEV exports [4] - The automotive production rankings for the top ten provinces show significant contributions from emerging regions, with Anhui, Guangdong, and Chongqing among the leaders [4][5] Group 3: Regional Economic Impact - The growth of the automotive export sector is contributing to the optimization of foreign trade structures in the central and western regions of China [6][7] - In Henan, automotive exports reached 24.41 billion yuan, a 65.7% increase, contributing to the province's overall export growth [7] - Shaanxi's foreign trade is shifting from electronics to automotive exports, with automotive exports accounting for 51.7% of the province's total export value [7] Group 4: Future Projections - Anhui's automotive exports are projected to reach 954,000 units in 2024, maintaining its position as the top exporter in the country, with a growth rate of 30.8% [8] - The automotive sector is expected to contribute significantly to Anhui's overall export growth, accounting for nearly half of the province's export contributions [8]

"一个吉利" 战略下，吉利正在推进内部智驾团队的大整合。 这次的整合涉及极氪、吉利研究院和千里智驾三个团队，总共近 3000 人。《云见 Insight》独家获悉，三个团队合并后，千里科技联席总裁王军将担任千 里智驾的 CEO，前极氪智驾副总裁陈奇担任联席 CEO，旷视觉科技联合创始人杨沐担任 CTO。 王军和陈奇都曾在华为就职。王军曾在 2019 年参与华为车 BU 的创建并担任首任总裁，向轮值董事长徐直军汇报。同期，陈奇为华为车 BU 自动驾驶研 发部部长，向当时的智能驾驶产品线总裁苏箐汇报，苏箐向王军汇报。 后来苏箐在 2021 年离开华为，加入地平线负责高阶智驾方案的研发；同期，陈奇带领一部分华为旧部转投极氪，完成了极氪智能驾驶自研的 0 到 1。在 极氪并入吉利汽车后，陈奇转任吉利控股集团首席智驾科学家。 王军在 2021 年余承东接管车 BU 后转任 COO，2023 年转为顾问。接近华为车 BU 的人士称，王军离开华为之前经历了长时间的 "内部脱密"。 千里科技的前身是重庆力帆，2020 年被吉利投资并控股。2024 年，吉利找来旷视创始人印奇担任千里科技的董事长并主导 AI 转型。除了智驾，千 ...

Core Viewpoint - Recent adjustments in Geely's intelligent driving teams indicate a strategic consolidation aimed at enhancing operational efficiency and competitiveness in the automotive sector [2][4]. Group 1: Team Restructuring - Geely's intelligent driving teams are undergoing significant restructuring, with the Zeekr intelligent driving team merging into Qianli Technology, and Smart's driving team members having the option to transfer to either Qianli Technology or Geely Research Institute [2]. - The integration may involve up to 3,000 personnel, including nearly 1,000 from the Zeekr team and Geely Research Institute, along with 500 from the Maimai Intelligent Driving brand under Megvii [2]. Group 2: Company Background - Qianli Technology, formerly known as Lifan Technology, was restructured in 2020 after financial difficulties, with Geely acquiring absolute control in 2022 [3]. - The company was renamed Qianli Technology in February 2025, marking its transition towards intelligent driving solutions [3]. Group 3: Strategic Intent - Geely aims to create a "second Huawei" through its collaboration with Qianli Technology, as indicated by the appointment of Wang Jun, a former Huawei executive, as co-president [3]. - The establishment of Chongqing Qianli Intelligent Driving Co., Ltd. in March 2024, alongside partnerships with various automotive brands, reflects Geely's ambition to enhance its intelligent driving capabilities [3]. Group 4: Operational Efficiency - Prior to the restructuring, Geely's intelligent driving teams were fragmented across multiple divisions, leading to inefficiencies and resource redundancy [4]. - The "Taizhou Declaration" issued in September 2024 emphasizes Geely's commitment to deep resource integration and eliminating redundant investments to boost overall competitiveness [4]. Group 5: Future Goals - Geely's unified intelligent driving solution, "Qianli Haohan," was introduced in March, indicating a move towards cohesive development across its vehicle lineup [5]. - The company has set ambitious sales targets for 2025, aiming for 2.71 million units sold, with a focus on achieving a 25% year-on-year growth and a significant increase in new energy vehicle sales [5].

近日，由吉利汽车中央研究院工程开发中心主办、集团技术管理中心协办的"2025吉利汽车研究院国产 芯片技术交流展"圆满落幕，杰华特作为吉利汽车重要合作伙伴受邀参加本次技术交流展。 本次活动现场上杰华特展示的车规级产品包括JWQ3808蓝牙6.0数字钥匙控制器芯片、JWQ40261车规级 多通道电源管理芯片、JWQ11724车规级24通道线性LED驱动芯片、JWQ71845车规级四通道智能高边 开关芯片、JWQ7216车规级智能配电预驱控制器芯片、JWQA7611/A7622加解串器芯片、JWQ79818车 规级EPB专用双H桥预驱动芯片等7款产品。 一直以来，杰华特深耕汽车芯片领域，致力于积极推动国产芯片的技术突破与产业升级，研发出了诸如 高集成度大电流系列、高压高精度高可靠性功率管理系列等多类具有首创性的芯片产品。除此外，杰华 特还拥有丰富的产品组合，目前，其产品涵盖了DC/DC、AC/DC、线性电源、电池管理、信号链等产 品线，应用范围涉及包括汽车电子、计算与通讯、工业应用、新能源、消费电子等众多领域。 针对本次活动主题，杰华特携多款车规级产品重磅亮相，展示了高性价比解决方案，集中展现在车规级 芯片领域的产 ...