● 本报记者 杨洁 郑萃颖 重要汽车数据出境应申报安全评估 根据《指引》，汽车数据处理者是指开展汽车数据处理活动的组织，包括汽车制造商、零部件和软件供 应商、电信运营企业、自动驾驶服务商、平台运营企业、经销商、维修机构以及出行服务企业等。汽车 数据处理者将在境内运营中收集和产生的汽车数据传输至境外，或收集和产生的汽车数据存储在境内， 境外的机构、组织或个人查询、调取、下载、导出，均属于数据出境行为。 《指引》提出，汽车数据处理者如向境外提供重要数据，或者自当年1月1日起累计向境外提供100万人 以上个人信息（不含敏感个人信息），累计向境外提供1万人以上敏感个人信息，应当申报数据出境安 全评估。 我国自动驾驶企业出海步伐加快，汽车数据出境问题引发关注。近日，工业和信息化部等八部门起草的 《汽车数据出境安全指引（2025版）（征求意见稿）》发布，并面向社会公开征求意见。《指引》提出 必须申报数据出境安全评估的多种情形，驾驶自动化场景正是情形之一。针对具体场景，《指引》进一 步明确需申报数据出境安全评估的重要数据类型与判定标准。 重要数据包括研发设计场景中的产品研发、产品测试数据，生产制造场景中的物料清单、生产控制 ...

Core Insights - The Chinese automotive industry is undergoing significant changes due to the transition to new energy vehicles, leading to both growth and challenges such as overcapacity and price wars [1][2] Industry Overview - The automotive industry's capacity utilization rate has shown increased volatility, indicating structural overcapacity risks [2] - In Q1 2024, the capacity utilization rate dropped to 64.9%, significantly lower than the 76.9% in Q4 2023 and below the overall industrial average of 73.6% [2] - Despite a "V-shaped" recovery in 2024, the capacity utilization rate fell again in Q1 2025 to 71.9%, still below the healthy threshold of 75% [2] Company Performance - The automotive sector is experiencing a divide among companies, with leading firms optimizing supply chains and managing cash flow effectively, while struggling firms lag in operational efficiency [4] - The median gross margin in the automotive industry is between 15% and 20%, with first-tier companies like Seres (27.6%), Li Auto (20.5%), and BYD (20.1%) achieving margins above 20% [4] - BYD's net profit for 2024 is reported at 41.59 billion, significantly higher than its competitors, with Geely at 2.5 times less and Great Wall at 3.3 times less [6] Inventory and Sales Trends - The inventory alert index for Chinese automotive dealers dropped to 52.7% in May 2025, indicating improved market conditions, with a year-on-year decrease of 5.5 percentage points [11] - Despite strong sales trends, profit margins remain a concern, with hidden discounts and promotions increasing in the market [12] - Dealers are cautious about June sales, with 37.6% expecting sales to remain flat and 35.0% predicting a decline [12]

Core Viewpoint - Xiaopeng Motors is positioning itself as a key player in the electric vehicle market by leveraging a "high configuration, low price" strategy, aiming for significant market share by 2025, despite facing ongoing profitability challenges due to substantial cumulative losses exceeding 42 billion yuan [1][10][12]. Group 1: Product Launch and Market Performance - The global debut of the Xiaopeng G7 has generated significant buzz on social media, highlighting its advanced AI and intelligent driving features, which are expected to drive consumer interest [1][2]. - The Xiaopeng G7, set to be the first AI smart family SUV, features cutting-edge technology including a Turing AI chip, a range of 702 km, and a pre-sale price of 235,800 yuan [2]. - In Q1 2025, Xiaopeng achieved a record delivery of over 94,008 vehicles, marking a 330.8% year-on-year increase, and has maintained a strong delivery trend with over 162,600 vehicles delivered by the end of May [3][6]. Group 2: Sales and Export Growth - Xiaopeng's sales performance has been impressive, with a monthly sales record of 30,350 units in January 2025, a 268% increase year-on-year, reclaiming the top spot among new energy vehicle brands [2][3]. - The company has also excelled in international markets, leading the Chinese new energy vehicle brands with an export volume of 7,615 units in Q1 2025, a 370% increase compared to the previous year [6][7]. Group 3: Product Strategy and Market Positioning - Xiaopeng has established itself as a "hit-making machine" with multiple successful models, including the MONA M03 and P7+, which have significantly contributed to its sales figures [8][9]. - The MONA M03 has achieved over 120,000 cumulative deliveries within nine months of its launch, while the P7+ has sold over 55,000 units in six months, solidifying Xiaopeng's presence in various market segments [8][9]. Group 4: Financial Performance and Challenges - Despite strong sales, Xiaopeng continues to face profitability issues, reporting a quarterly loss of 660 million yuan in Q1 2025, although this is the lowest loss in five quarters [10][12]. - The company has accumulated losses exceeding 42 billion yuan since its inception, primarily due to rising R&D and sales costs, indicating a need for better cost control and a sustainable profit model [10][12]. Group 5: Future Outlook and AI Integration - Xiaopeng's chairman expressed confidence in achieving significant sales growth and potential profitability by Q4 2025, emphasizing the role of AI in transforming the automotive business [12][13]. - The integration of AI technology is seen as crucial for attracting consumers and enhancing vehicle sales, with plans to invest at least 4.5 billion yuan in AI development this year [13][14]. - However, consumer willingness to pay for advanced AI features remains uncertain, with a survey indicating that only 20% of potential buyers are willing to pay a premium for L3-level capabilities [13][14].

（全球TMT2025年6月16日讯）今日要点：黄仁勋回应任正非最新讲话；百度启动最大规模顶尖AI人才招聘；赛微电子出售瑞典Silex控股权；苹 果确认部分Mac Mini有质量问题；OpenAI计划继续与Scale AI合作；亚马逊将在澳大利亚投资200亿澳元；美光计划在美国投资超过2000亿美元； 英特尔将于7月中旬启动裁员。 黄仁勋回应任正非最新讲话 英伟达CEO黄仁勋近日对任正非的讲话表达了他的观点。他表示"（虽然）我们的技术比他们领先一代，但重要的是要记住，技术层面的人工智能 是一个并行问题。如果每台计算机的性能不够强，那就用更多的计算机。他所说的是，中国有充足的能源，他们会使用更多的芯片。所以在很多 方面，他是在说中国的技术对中国来说已经足够好了。如果美国不想参与中国（的市场），华为能覆盖中国市场的需求，也能覆盖其他所有地 区。"6月10日，华为创始人任正非表示，芯片问题其实没必要担心，用叠加和集群等方法，计算结果上与最先进水平是相当的。 赛微电子出售瑞典Silex控股权 赛微电子宣布，拟向Bure、Creades等七名交易方转让所持有的瑞典Silex Microsystems AB 45.24％股 ...

贾浩楠 发自 凹非寺 量子位 | 公众号 QbitAI CVPR 2025 ，自动驾驶传来重大进展： Scaling Law ， 首次在这条赛道被验证！ 来自中国的 小鹏汽车 ，完整拿出了技术方案和AI司机"智能涌现"的成果。 自动驾驶的"ChatGPT时刻"，真的要来了吗？ CVPR 2025，小鹏汽车拿出了什么成果 今年的CVPR线下会议在美国田纳西州纳什维尔举办，日期是6.11-6.15。观众老爷们看这篇推送的时候， CVPR才刚刚结束几个小时——新 鲜出炉 。 CVPR的自动驾驶分论坛 （Workshop on Autonomous Driving） ，历年都是业内极具影响力的技术风向标和盛会。比如2022年的WAD， Wayve首次披露了自己低传感器端到端路线方案，马上成为自动驾驶赛道炙手可热的明星公司；再比如，特斯拉最早在CVPR WAD上详细分 享了占用网络技术，随后成为业内悉数跟进的量产方案…… 今年的WAD，中国的 小鹏汽车是唯一一家受邀发表主题演讲的车企 。 小鹏在演讲前一天，刚刚开启了最新SUV G7 的预售，创造了 量产L3级AI算力第一车 的纪录，单车算力超过2200TOPS，何小鹏 ...

CVPR 2025，小鹏汽车拿出了什么成果 今年的CVPR线下会议在美国田纳西州纳什维尔举办，日期是6.11-6.15。观众老爷们看这篇推送的时候， CVPR才刚刚结束几个小时——新 鲜出炉 。 CVPR的自动驾驶分论坛 （Workshop on Autonomous Driving） ，历年都是业内极具影响力的技术风向标和盛会。比如2022年的WAD， Wayve首次披露了自己低传感器端到端路线方案，马上成为自动驾驶赛道炙手可热的明星公司；再比如，特斯拉最早在CVPR WAD上详细分 享了占用网络技术，随后成为业内悉数跟进的量产方案…… 今年的WAD，中国的 小鹏汽车是唯一一家受邀发表主题演讲的车企 。 贾浩楠 发自 凹非寺 量子位 | 公众号 QbitAI CVPR 2025 ，自动驾驶传来重大进展： Scaling Law ， 首次在这条赛道被验证！ 来自中国的 小鹏汽车 ，完整拿出了技术方案和AI司机"智能涌现"的成果。 自动驾驶的"ChatGPT时刻"，真的要来了吗？ 小鹏在演讲前一天，刚刚开启了最新SUV G7 的预售，创造了 量产L3级AI算力第一车 的纪录，单车算力超过2200TOPS，何小鹏 ...

Core Insights - The emergence of flying cars is becoming a reality, with major automotive companies announcing production timelines and technological advancements [2][3][5][7][11] Group 1: Company Developments - GAC Group has successfully transitioned its flying car, GOVY AirCab, from concept to mass production, with a planned price of no more than 1.68 million RMB and deliveries expected by the end of 2026 [2][3] - Deep Blue Automotive announced that it will conduct test flights of its flying car by the end of 2025, which features a unique design with 8 arms and 16 rotors, achieving a maximum range of 30 km and a top speed of 130 km/h [5] - XPeng Motors plans to mass-produce its flying car by the third quarter of 2026, with approximately 5,000 orders already received for its split flying car design [5] Group 2: Technological Advancements - GAC's flying car utilizes a dual technology approach of "short-distance multi-rotor + cross-city composite wing," with a self-developed electric drive system that boasts a torque density 200% higher than traditional electric vehicles [3] - The GOVY AirJet, another model from GAC, supports a range of 200 km and a fast charge time of 30 minutes, with future plans to incorporate solid-state batteries for an expected range of 400 km [3] Group 3: Policy and Market Environment - The flying car industry is benefiting from supportive policies in related fields, such as general aviation and low-altitude economy, which provide a foundation for infrastructure development and operational support [8][9] - The Chinese government has recognized low-altitude economy as a strategic emerging industry, promoting the development of flying cars through various policy initiatives [8] Group 4: Competitive Landscape - The race to mass-produce flying cars is intensifying among automotive companies, with GAC's leadership suggesting that flying cars may achieve commercial viability faster than autonomous ground vehicles due to simpler operational environments [11] - The commercial cycle for flying cars is projected to evolve from a nascent stage (2020-2023) to a growth phase (2028-2030), with expectations of explosive growth post-2030 [11]

Group 1 - GAC Group commits to complete dealer rebate payments within two months, aiming to build trust and cooperation with dealers and enhance consumer service [1] - This commitment is expected to positively impact both the new energy and traditional automotive sectors, attracting a more diverse consumer base [1] - Investor confidence in the company's governance and market response strategies is likely to strengthen, creating a positive outlook for the overall automotive industry [1] Group 2 - Horizon Robotics showcased its HSD urban driving assistance system at the Hong Kong International Auto and Supply Chain Expo, winning an innovation award [2] - The collaboration with Chery Group for mass production of HSD is anticipated to drive the application of intelligent driving technology in the market [2] - This development is expected to attract investor interest in the autonomous driving and smart technology sectors [2] Group 3 - GAC Trumpchi and Huawei have successfully piloted the Valet Parking Driving (VPD) technology at Guangzhou Baiyun International Airport, marking a global first for airport departure level VPD [3] - The implementation of this technology enhances user experience at the airport and showcases the collaboration potential between the two companies in the smart transportation field [3] - The pilot is expected to draw attention and may promote the development of the intelligent driving and automated parking markets [3] Group 4 - BP Pulse and Xpeng Motors have opened their first charging station in Guangzhou, equipped with 30 charging piles and 480kW supercharging facilities [4] - This station is positioned as a new energy supply center, strategically located at a commercial complex and transportation hub [4] - The partnership aims to enhance the urban charging network with additional stations planned in Beijing, Guangzhou, and Shenzhen, potentially boosting the electric vehicle market [4]

核心观点： 智能驾驶： 特斯拉 Robotaxi6 月 22 日在得州奥斯汀试运行。马斯克在 X 平台上透露，特斯拉的自动驾驶 Robotaxi 服务暂定于 6 月 22 日在得州奥斯汀试运行，届时他将亲自出席启动仪式。不过，马斯克也表示，这一日期仍有可能变动。马斯克 强调，由于对安全的"极度谨慎"，启动日期可能会有所调整。但是马斯克此前曾向媒体透露，此次试运行规模极小， 仅涉及 10 到 20 辆 Robotaxi，车型锁定为 Model Y，搭载公司全新的"无监督版"FSD（完全自动驾驶）技术。 小鹏 G7 首秀 Ultra 配备三颗小鹏汽车自研的图灵 AI 芯片。6 月 11 日，小鹏汽车旗下全新中型 SUV 小鹏 G7 正式发 布，共推出 Max 和 Ultra 两个版本：前者标配两颗 Orin-X 芯片，后者配备三颗小鹏汽车自研的图灵 AI 芯片，整体算 力更高。作为小鹏汽车今年的重磅车型，小鹏 G7 首发搭载了图灵 AI 芯片，车内共集成三颗芯片。在巨大的算力支撑 下，G7 具备运行的 VLA-OL 模型，拥有"大脑＋小脑"，能让大模型实现从"持续强化学习"到"自主强化学习"。 机器人： 养老机器 ...

Core Insights - The 2025 New Energy Vehicle (NEV) rural promotion event is the largest and most extensive since its inception, aiming to enhance NEV consumption in rural areas and build a green, low-carbon, intelligent, and safe transportation system for rural residents [1][12] Group 1: Market Potential - The rural market for NEVs is considered a blue ocean, with predictions indicating that by 2030, the car ownership per thousand people in rural areas could reach 160, resulting in a total ownership exceeding 70 million vehicles and a market size potentially surpassing 500 billion yuan [4] - As of June 2023, the NEV penetration rate in first-tier cities has exceeded 60%, while rural areas only accounted for 4% of total vehicle sales, indicating significant growth potential [13] Group 2: Vehicle Offerings - This year's event features a record 124 vehicle models, significantly more than previous years, which had 60, 52, 70, 69, and 99 models respectively from 2020 to 2024 [5] - The variety of models has expanded to include off-road vehicles, commercial vehicles, pickups, and light trucks suitable for rural use, with popular models such as BYD Qin PLUS and Tesla Model 3 included [5][9] Group 3: Participation and Sales Growth - The number of participating brands has increased from 10 to 33, with several new energy vehicle startups like NIO, Li Auto, and Xpeng joining the initiative [7] - Sales from the NEV rural promotion events have shown significant growth, with total sales reaching over 3.2 million units in 2023, and an expected increase to over 4 million units by 2025 [14]