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“一体式压铸”维修性差?理想汽车负责人回应
Feng Huang Wang· 2025-12-17 09:32
一般低速碰撞,可能也就最多损伤到防撞梁,可以直接更换。如果碰撞能量较高,损伤了吸能盒和纵 梁,也是可以整体更换的。所以正常的碰撞,主机厂都设计了保护,可以有比较好的维修经济性,完全 不存在"轻轻一碰、马上换车"的说法。 凤凰网科技讯 12月17日,理想汽车材料技术负责人"吉超超有材"发文回应"一体式压铸"维修性差:他 表示,在正面碰撞和尾部碰撞工况下,一体式压铸结构其实并不直接处于碰撞第一线,至少有3层的保 护设计。防撞梁第一道先扛,吸能盒第二道压溃吸能,纵梁第三道压溃吸能。这些碰撞设计,都是为了 更好地抵抗变形,同时在合适的变形范围内最大效率吸收能量。当然,这还没算外面的塑料保险杠、泡 沫吸能块。 如果真的车速特别特别高,碰撞能量特别特别高,这时候,不管是压铸结构还是钣金冲焊,都将是大手 术。当然,这种情况,钣金是相对更好修的,一体压铸确实维修困难。但不管如何,这种情况哪怕是钣 金修复后,对汽车来说也是伤筋动骨、元气大伤。 他还介绍,国外车企不是不用一体压铸,比如沃尔沃EX90就是一体压铸后车体。越来越多的欧美品牌 在使用这个技术,早就不稀奇了。在国内目前来说,作为从业者大家都清楚真实情况。绝大多数情况 下 ...
一份信噪比与画面均优质的理想i6生产视频
理想TOP2· 2025-12-17 06:36
Core Viewpoint - The article highlights the advanced manufacturing processes and technologies employed by the company in the production of the Li Xiang i6 vehicle, showcasing automation, precision, and innovative techniques throughout various production stages. Group 1: Stamping Workshop - The i6 stamping production line features five presses with a maximum pressure of 6,600 tons, utilizing hundred-ton molds [2] - Robots equipped with dual 3D cameras perform high-precision part handling with a positioning accuracy of ±1 mm, ensuring 100% accuracy in part identification and placement [2] Group 2: Welding Workshop - The assembly of high-strength vehicle bodies requires advanced technologies, including dual main assembly processes and hundreds of positioning clamping units for high precision [6] - Robots work collaboratively to complete the main welding processes, enhancing efficiency and accuracy [7] Group 3: Painting Workshop - The vehicle body undergoes cleaning and electrophoresis treatment before painting, ensuring a high-quality finish [12] - High-precision FANUC painting robots, combined with SAMES atomizers, achieve consistent paint application and control over various parameters [15] Group 4: Final Assembly Workshop - Every operation in the final assembly workshop is recorded and uploaded to the cloud, with data retention for up to 15 years [18] - The assembly process includes precise installation of components, such as the air suspension system and tires, utilizing robotic arms for efficiency [21][23] Group 5: Quality Control - The company employs advanced blue-violet light detection technology for surface inspections, ensuring 100% quality checks on vehicle bodies [29] - Professional quality inspectors conduct thorough checks on various aspects, including paint smoothness and component functionality [30] Group 6: Testing - Each Li Xiang i6 undergoes extensive road testing across various terrains, including acceleration and maneuverability tests, to ensure performance standards [33] - The vehicle is subjected to severe weather simulations, including heavy rain tests, to validate its durability and reliability [35]
国联民生证券:L3级自动驾驶商业化加速 行业有望开启发展新阶段
Zhi Tong Cai Jing· 2025-12-17 06:24
明确L3级自动驾驶使用场景,自动驾驶商业化迈出重要一步 国联民生(601456)证券发布研报称,2025年12月15日,工业和信息化部正式公布我国首批L3级有条 件自动驾驶车型准入许可,两款分别适配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路 试点。国内首批L3级有条件自动驾驶车型准入许可落地,标志着我国L3级自动驾驶从测试阶段迈入商 业化应用关键一步,对推动整个自动驾驶行业发展具有重要意义。 国联民生证券主要观点如下: 多家车企发力L3,产业有望迎来加速发展的拐点 国内已有多家企业在L3级自动驾驶领域取得实质性进展,长安、比亚迪(002594)、广汽、东风、上 汽、吉利、小鹏、理想等车企的多款车型已经获得上路测试许可。华为乾崑智驾ADS高速L3解决方案 多城多车型已开启内测,并同步建设未来全场景服务生态;广汽昊铂A800已拿下广州市L3级特定场景自 动驾驶路测牌照,成为全国首批可在120公里时速下开展L3测试的量产车。四维图新(002405)以及旗 下鉴智机器人共同发力,将于2026年实现量产的PhiGo Max,是"新鉴智"面向"L3级智能驾驶"高阶市场 的方案,基于征程6P芯片打造,已获得头部 ...
16家车企仅四成有望达成全年销量目标,新能源汽车与出口成关键因素
Xin Lang Cai Jing· 2025-12-17 03:49
临近年底,车企11月销量陆续公布。基于前11个月的累计销量表现,大体上已能预判各家车企能否完成 设定的2025年度销量目标。 盖世汽车整理了超16家主流车企2025年前11月销量及目标完成情况(结合多方消息整理,仅供参考)。 由此发现,车企年度销量目标之和已超过整体车市的预测总量。中汽协预测,2025年车市整体销量或为 3400万辆。这意味着,在市场竞争加速、价格体系持续波动的大环境下,必然会有车企无法达成年初设 定的目标。 那16家车企中,谁已提前撞线、谁仍在稳健冲刺,而谁又可能面临目标失守。 | | | | 2025年车企整体销量目标完成情况 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | | (车企公开散驱、激世汽车产业方 | | | | | 走 | 11月 (万辆) | 同比 | 1-11月 (万辆) | 同比 | 销量目标 (万辆) | 完成度 | | 小鹏汽车 | 3.67 | 19% | 39.19 | 156% | 35 | 111.98% | | 零跑汽车 | 7.03 | 75% | 53.61 | 113.43% | 5 ...
AI赋能,可穿戴腕表高端化趋势明显
Yin He Zheng Quan· 2025-12-16 14:58
Investment Rating - The report maintains a "Recommended" investment rating for the consumer electronics industry [1]. Core Insights - The global consumer electronics market is experiencing structural differentiation, with traditional categories slowing down and new AI-driven products like AI smartphones, AI PCs, and AI glasses accelerating their market entry. The competition is shifting from individual product comparisons to ecosystem building focused on overall user experience [17]. - In Q3 2025, global smartphone shipments reached approximately 323 million units, a year-on-year increase of 2.6%. The Chinese smartphone market saw a slight decline of 0.5%, with major players like Vivo and Apple maintaining significant market shares [4][6]. - The wearable watch market is showing a clear trend towards high-end products, with global shipments stable at 54.6 million units, reflecting a 3% year-on-year growth. The average selling price increased by 9%, indicating a shift towards premium offerings [9][10]. Summary by Sections Industry Tracking: Wearable Watch High-End Trend - In Q3 2025, global smartphone shipments were approximately 323 million units, with a 2.6% year-on-year growth. Samsung and Apple remained the top two players, while Vivo held the third position. The Chinese market showed a slight decline, influenced by seasonal factors and policy changes [6][7]. - The global PC market saw a 9.4% year-on-year increase in shipments, reaching 76 million units, driven by the end of Windows 10 support and the transition to AI PCs [8]. - The global tablet market reached 40.04 million units in Q3 2025, marking a 5.1% year-on-year growth, with Apple leading the market [9]. Industry News: Exploring Technology Boundaries with Foldable Screens and AI Glasses - Major advancements in foldable screens and AI glasses were reported, including the launch of Samsung's Galaxy Z TriFold and Alibaba's Quark AI glasses S1, showcasing the industry's push towards innovative technology [13][14]. Sector Tracking: AI as the Core Engine Driving the Industry - The consumer electronics index outperformed the CSI 300 index by 0.74 percentage points over the past month, with a year-on-year performance exceeding the CSI 300 by 20.93 percentage points [16].
理想砍掉BEV与token化直接用OCC稀疏注意力进行4D世界模型预测
理想TOP2· 2025-12-16 12:44
Core Insights - The article discusses the innovative SparseWorld-TC model released by Ideal, emphasizing a shift from traditional structured approaches to a more data-driven methodology that enhances performance in 3D spatial representation and prediction [1]. Group 1: De-quantized Structure - The model transitions from discrete tokens to a Sparse Occupancy Representation, allowing direct operations in continuous 3D coordinate space, which improves inference speed and scene reconstruction fidelity [2]. Group 2: Removal of Spatial Mediators - Ideal's approach eliminates the need for Bird's Eye View (BEV) projections, which impose geometric constraints and bottlenecks in information flow, by using trajectory-conditioned sparse queries that directly extract information from multi-view image features [3]. Group 3: Elimination of Temporal Serial Structures - The model adopts a feed-forward full attention architecture, enabling parallel output of multiple future frames in a single inference pass, significantly enhancing prediction accuracy and speed compared to traditional autoregressive methods [4]. Group 4: Inspiration from GPT - The model draws inspiration from GPT's attention mechanisms, aiming to understand 3D spatial physics without the limitations of discrete tokenization, thus maintaining continuous physical attributes while efficiently participating in attention calculations [5].
全球关注,美国重要数据今晚公布;美股三大期指齐跌;甲骨文近3个月暴跌46%;国际油价大跌,布油跌破60美元/桶【美股盘前】
Mei Ri Jing Ji Xin Wen· 2025-12-16 12:35
④ 【谷歌、道达尔达成为期21年的绿电供应协议】12月16日,法国能源巨头道达尔公司表示,已与 Alphabet旗下的谷歌签署了一项为期21年的电力供应协议,承诺向谷歌在马来西亚的数据中心提供1太 瓦时(TWh)的可再生能源。这份供电合同预计将于明年第一季度生效。 ⑤ 【"美版支付宝"PayPal申请成立银行】当地时间12月15日,有"美版支付宝"之称的PayPal在官网宣 布,公司已经在美国提交了成为一家银行的申请,名为"PayPal银行"。 ⑥ 【福特宣布停产全电动卡车F150 Lightning】当地时间12月15日,福特汽车宣布,公司停产全尺寸电 动皮卡F150 Lightning车型,未来将专注于混动汽车以及一系列更小、更便宜的电动汽车。此举将导致 其收益减少195亿美元,大部分损失在本季度计入。 ⑦ 【纳斯达克申请将工作日交易时长延长至23小时】当地时间12月15日,纳斯达克向美国证监会正式 提交文件,申请推出近乎全天候的股票交易,计划在工作日将股票和交易所交易产品的每日16小时交易 时间延长至每天23小时。一旦获得批准,其交易时间将扩展为"23×5"模式,即每周五天、每天23小时。 ① 【三大期 ...
AI眼镜大决战已到?对话9位操盘手和专家真相:蛋糕分得心慌慌
3 6 Ke· 2025-12-16 12:21
"对于大部分创业公司来讲,大厂下场就是死局。"这是Rokid创始人兼CEO祝铭明在最近的一次对谈中提到的。 "现在谈竞争为时尚早,大厂入局并不会与创业公司形成直接竞争关系,反而有助于推动市场繁荣。"这是一位消费电子领域资深分析师告诉智东西的。 "今天市场需求远没有被满足……各个厂家找到自己的定位、找到商业逻辑能够成立的闭环,都是能活下去的,因为这个市场足够大。" 阿里智能信息事 业群终端业务负责人宋刚在接受采访时如是说道。 显然,对于大厂入局AI眼镜赛道会带来怎样的影响,身处产业链不同位置的玩家,想法各不相同,甚至抱有截然相反的观点。 但一样的是,对于这个可能会要命的"死局",所有人都必须认真对待。 可以确定的是,大厂入局已是势不可挡,短短半年左右,至少5家大厂已经下场,小米联想早已跑在前面,在刚刚过去的11月一个月里,就有百度、阿 里、理想三家新巨头正式入场,从互联网大厂到新能源汽车头部玩家。 ▲从左至右:小度AI眼镜Pro、夸克AI眼镜S1、理想AI眼镜 Livis 小米AI眼镜入场即霸榜,开售3天卖出小厂一年销量,上半年中国市场轻量化无屏AI眼镜销量直接暴涨463%,创下历史新高;夸克AI眼镜更是在正式 ...
American Lithium Corp. Announces Intention to Advance Spin-Out of Macusani Uranium
Globenewswire· 2025-12-16 12:00
VANCOUVER, British Columbia, Dec. 16, 2025 (GLOBE NEWSWIRE) -- American Lithium Corp. (“American Lithium” or the “Company”) (TSX-V:LI | OTCQX:AMLIF | Frankfurt:5LA1) is pleased to announce that, following the final resolution of all legal matters relating to its Macusani Uranium Project in Peru (“Macusani”), as announced by the Company on December 3, 2025, the Company is initiating the process to spin-out Macusani into an independent public company for the benefit of all shareholders. With the Company’s Per ...
理想汽车获北京L3级自动驾驶路测牌照
Mei Ri Jing Ji Xin Wen· 2025-12-16 09:46
#理想汽车获L3级道路测试牌照# 近日,理想汽车已在北京市获得L3级自动驾驶道路测试牌照,并持续 开展了常态化L3级道路测试。该牌照主要用于在北京市智能网联汽车测试高快速路上进行有条件自动 驾驶的测试。 ...