点 击 蓝 字 关 注 我 们 本文全文共 4805 字，阅读全文约需 16 分钟 目录 国内新闻 1.电动汽车换电新国标发布 2.国内6月汽车动力电池产销出口齐升 3. 上海奉贤:大力发展高性能碳纤维、无机纤维等 4.小鹏AI天玑系统7月OTA已开启全量推送 5.雷诺集团、中金私募签署新能源汽车产业基金合伙协议 6.更优质的服务 蔚来充换电网络全面升级 7.鸿蒙智行上半年智驾报告出炉 累计避险200万次 8.欣旺达计划2026年推出第一代全固态电池产品 国外新闻 1.美国6月份新车库存降至265万辆 2.铃木将在日本推出印度产SUV 3.宝马汽车推新电池零缺陷体系 今年亮相 4.特斯拉将把自动驾驶出租车业务扩展至旧金山地区 商用车 1. 福田康明斯F系列第三代技术平台发布 2. 江淮巧克力换电商用车8月起陆续上市 3. 宇通科技进步表彰奖励再创新高 4. 投资10亿元 三一新能源商用车项目签约 国内新闻 1 该标准规定了电动汽车更换用电池箱连接器的额定值、环境条件、互换性、结构和性能、检验规则以及 标识、运输和贮存要求，描述了相应的试验方法，适用于电池箱连接器的设计、生产、检测及使用，提供了统 一的规范和准 ...

Sales Performance - BMW's sales stagnated in the second quarter [1] Market Trends - European carmakers are losing ground to local producers in China [1] - China is the world's biggest electric-vehicle market [1]

宝马集团：第二季度交付车辆数量为621,271辆，同比增长0.4%。纯电和插电式混合动力汽车交付量为 161,462辆，同比增长10.2%。欧洲交付量同比增长10.1%，中国交付量同比下降13.7%，美国交付量同比 增长1.4%。 ...

宝马集团：上半年交付了121万辆汽车，同比下降0.5%。上半年交付了318,949辆电动车辆，同比增长 18.5%。 ...

智通财经7月10日电，宝马集团第二季度全球销量同比增长0.4%，至621,271辆。宝马和MINI二季度欧 洲销量同比增长10.1%，至255,910辆。 ...

Core Insights - European automotive manufacturers and tech companies have formed a software alliance to develop and share advanced automotive software platforms, aiming to regain control over the digital architecture of future vehicles in areas like autonomous driving and connected cars [3][5][12] - The initiative is primarily driven by German automotive industry leaders, with most members being German companies, and it seeks to create an open-source core software stack by 2026 [4][5] - The shift towards "software-defined vehicles" (SDV) is seen as crucial for enhancing vehicle performance and creating new revenue streams for automakers, especially with the integration of AI technologies [5][7] Group 1 - The software alliance includes major automotive manufacturers and suppliers, such as Volkswagen, BMW, Mercedes-Benz, Bosch, and Valeo, and aims to deliver a core software stack by 2026 and start mass production of vehicles based on this stack by 2030 [3][4][5] - The alliance is negotiating with the French automotive association to attract more members and accelerate the transition to SDV while reducing rising R&D costs [5][12] - The development process will follow new standards for open-source technology, focusing on a "code-first" strategy to enhance efficiency and quality in software development [6][10] Group 2 - European automakers have faced significant challenges in software development, with companies like Volkswagen's CARIAD experiencing delays and substantial financial losses, highlighting the difficulties in transitioning to a software-driven model [7][8][11] - The automotive industry in Europe has historically prioritized hardware over software, leading to a lack of focus on software capabilities and a reliance on external suppliers for software development [10][11] - The shortage of software talent in Europe, compounded by a weak consumer software ecosystem compared to the US and China, poses a significant barrier to the development of competitive automotive software solutions [11][12] Group 3 - The formation of the software alliance represents a proactive attempt by the European automotive industry to enhance its influence in the digital automotive landscape and address its software shortcomings [12] - European automakers are also collaborating with Chinese tech companies to bolster their software capabilities, recognizing the advanced state of software development in China [12]

Core Viewpoint - The launch of BMW's first mass-produced new generation model, the BMW iX3, is set to redefine perceptions of electric driving pleasure and address the evolving demands of the Chinese market [1][14]. Group 1: Product Development and Design - The BMW iX3 is developed with a new platform, architecture, and technology cluster, marking a strategic shift in BMW's approach to electric vehicles, moving away from traditional oil-to-electric conversions [2]. - The design of the iX3 was led by a Chinese team, which conducted over 1,200 one-on-one user research sessions totaling more than 4,700 hours, optimizing over 100 functional details [1][4]. - The iX3 features a "Heart of Joy" driving control system that integrates the powertrain and chassis control, with a response time of just 1 millisecond, significantly enhancing driving dynamics [2]. Group 2: Smart Technology and User Experience - The iX3 incorporates a smart cockpit powered by the HarmonyOS ecosystem, developed in collaboration with Huawei, enabling comprehensive vehicle-home connectivity [5][6]. - The vehicle will feature a revolutionary PHUD (Projected Head-Up Display) system, which projects information onto the windshield, enhancing the driving experience with a wide field of view and high image quality [6][7]. - BMW is collaborating with local suppliers for intelligent driving solutions, aiming for a safe and user-friendly experience, with plans to implement L3-level autonomous driving capabilities [9][11]. Group 3: Battery and Charging Infrastructure - The iX3 utilizes a jointly developed cylindrical battery with CATL and Eve Energy, supporting an 800V high-voltage platform for improved range, fast charging, and safety [11]. - The maximum range of the iX3 is projected to reach 900 kilometers (CLTC), with plans to establish a charging network of at least 1,000 supercharging stations and 7,000 supercharging piles in China by 2026 [13]. Group 4: Market Positioning and Future Outlook - The introduction of the iX3 signifies a new era for BMW's electric vehicles, with a focus on advanced technology and luxury, positioning it competitively against emerging electric vehicle brands [14].

Core Viewpoint - The article discusses the frequent personnel changes in the Chinese automotive industry as of June 2025, highlighting the need for organizational restructuring to adapt to rapid industry changes and competitive pressures [2][4]. Foreign Enterprises - Volkswagen and BMW have made significant personnel changes in their Chinese operations, with Robert Cisek appointed as the new CEO of Volkswagen's passenger car brand in China, effective July 1, 2025 [8][11]. - Cisek has a strong background in production strategy and has previously managed operations in South Africa, ensuring stability during crises like the pandemic and chip shortages [9][12]. - Birgit Böhm-Wannenwetsch will take over as President and CEO of BMW Brilliance from Franz Decker on August 1, 2025, bringing extensive experience from her previous roles in the automotive sector [16][19]. State-owned Enterprises - Chen Cui has been appointed as the General Manager of the MG brand, marking a significant leadership change as part of SAIC Group's push to accelerate its passenger vehicle business reform [22][24]. - North China Industries Group has appointed Liu Xuguang and Sun Jing as vice presidents, with Liu having a strong background in market strategy and Sun having successfully improved employee management efficiency [25][30][32]. - Dongfeng Motor Finance has seen leadership changes with Ding Guoxiang becoming the Party Secretary and Chairman, while Li Hua takes over as General Manager [34][35]. Private Enterprises - Lars Bialkowski has been appointed as the head of BYD's operations in Germany, focusing on expanding the company's presence in the European market [38][41]. - GWM has appointed Lü Wenbin as the General Manager of the Ora brand, which is facing challenges in market performance and aims to revitalize its sales strategy [42][46]. - Zhou Xing has joined Lynk & Co as the Executive Vice President, bringing a wealth of experience in automotive marketing and brand development [47][50]. New Forces - Li Auto has restructured its organization by merging its R&D and sales groups into a new "Smart Vehicle Group," aimed at enhancing collaboration across the value chain [51][53]. - Hu Chengchen, a key figure in NIO's technology planning, has left the company, while Chen Guang has joined Xiaomi Auto as the head of perception for assisted driving [56][61].

Core Insights - BMW Group has launched an integrated smart driving solution combining interaction, control, and driving assistance, with the new BMW iX3 being the first model to feature this technology [1] - The company emphasizes a differentiated approach in the competitive smart driving technology landscape, focusing on a holistic solution rather than single-function features [1][2] - The new generation models utilize a cutting-edge electronic architecture with four high-performance computers, achieving significant advancements in decision-making speed and processing power [1][2] Technology Development - The core innovation lies in the "Heart of Joy," which integrates power and chassis control, managing functions like power transmission, braking, charging, energy recovery, and steering [1] - The new system boasts a decision-making latency of under 1 millisecond and a tenfold increase in information processing speed compared to traditional systems [1] - The "smart driving assistance super brain" has seen a 20-fold increase in computing power, optimizing the entire chain from perception to control [1] Driving Experience - BMW's technology route reflects a commitment to the essence of driving, maintaining a dialogue between the driver and the vehicle even when smart assistance systems are engaged [2] - The design philosophy is rooted in BMW's 2016 concepts of "BOOST" and "EASE," emphasizing the synergy between driving performance and smart assistance [2] Data Utilization - The development of BMW's technology is supported by driving data from nearly 30 million global car owners, including over 7 million from China, providing a solid foundation for product design [2] Market Positioning - BMW's approach to smart driving technology represents a unique perspective on the transformation of traditional luxury car brands, aiming to balance brand heritage with technological innovation [2] - The market performance of BMW's new generation models will serve as an important reference for the smart transformation of traditional luxury brands in the automotive industry [2]

另外，宝马整体性方案的提出源于深刻的用户洞察，其基础是全世界近3000万车主的驾驶数据，其 中包括超700万中国车主，还有数十年来在无数场汽车赛事中收获的极限控制与调校数据。宝马从全世 界2200多万辆互联宝马汽车的数据中洞察用户场景和偏好，将其注入到新世代产品的设计开发中。其全 新电子电气架构以4台高性能计算机为核心，其中自主开发的驾控超级大脑通过高速数字神经网络，实 现车辆动态的全盘思考与毫秒级响应。 对宝马而言，新世代不仅是一款车，更是BMW品牌在设计、技术和理念上的重大飞跃。它拥有全 新设计和划时代技术集群，采用全新设计语言、全新电子电气架构和高度集成的超级大脑、全新数字化 体验以及全新电力驱动系统和电池技术，定义宝马集团、BMW品牌和下一代BMW车型的未来。 智能交互方面，BMW首创全景iDrive，以"视觉锥"设计分层呈现驾驶辅助信息，打造"驾驶至上"的座舱 体验； 极致操控方面，驾控超级大脑与动态性能控制系统配合，实现动力、制动、转向的高效集成，确保任何 场景下操控流畅； 全场景智驾辅助则通过智能驾驶辅助超级大脑整合分散功能，算力提升20倍，介入时与驾控系统无缝配 合，做到"看得清、判得准、控得 ...