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L3算力上车、首搭自研芯片,小鹏G7试图用AI走出亏损
雷峰网· 2025-06-13 11:19
" 一辆「未来」的车,怎么拿下现在的市场? " 作者丨 韦艳娇 编辑丨田哲 从细分市场来看,小鹏G7与小鹏SUV产品线上的G6、G9差别不大,依然聚焦于家庭SUV用车。 对此,负责小鹏G系列车型的产品负责人Nike对三款车型的用户群进行解读。他表示,G6主要面向追求实 用与科技平衡的小康家庭;G7则聚焦中产年轻用户及家庭,强调空间表现与AI科技体验;而G9则面向对 性能、品质和整体驾乘体验有更高要求的用户群体。 小鹏G7的加入,标志着小鹏对SUV产品线的布局更加精细化,也凸显了其在该细分市场的战略重点。 自去年以来,小鹏汽车凭借MONA M03和P7+两款爆款车型逐步扭转颓势,但这两款车售价均在20万元 以下,其中售价在10-15万元区间的MONA M03,自上市以来占据了近一半销量。尽管高销量有助于摊 薄成本,但受限于较低的单车售价,仅靠MONA走量,恐难支撑小鹏实现今年四季度的盈利目标。 这是小鹏汽车今年第一款全新车型,号称"全球首款L3级算力AI汽车"。 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 ...
L3算力上车、首搭自研芯片,小鹏G7试图用AI走出亏损
雷峰网· 2025-06-13 11:18
" 一辆「未来」的车,怎么拿下现在的市场? " 作者丨 韦艳娇 编辑丨田哲 这是小鹏汽车今年第一款全新车型,号称"全球首款L3级算力AI汽车"。 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。 智能辅助驾驶体验方面,两者也设定了不同的接管目标。小鹏汽车团队预计Ultra版本每百公⾥接管⼀次, Max版本实现50公⾥接管⼀次。 据介绍,小鹏G7预售价为23.58万元起,将于今年第三季度上市。 小鹏G7 从细分市场来看,小鹏G7与小鹏SUV产品线上的G6、G9差别不大,依然聚焦于家庭SUV用车。 对此,负责小鹏G系列车型的产品负责人Nike对三款车型的用户群进行解读。他表示,G6主要面向追求实 用与科技平衡的小康家庭;G7则聚焦中产年轻用户及家庭,强调空间表现与AI科技体验;而G9则面向对 性能、品质和整体驾乘体验有更高要求的用户群体。 小鹏G7的加入,标志着小鹏对SUV产品线的布局更加精细化,也凸显了其在该细分市场的战略重点。 自去年以来,小鹏汽车凭借MONA M03和P7+两款 ...
6.13犀牛财经早报:腾讯考虑收购韩国游戏开发商Nexon 小鹏汽车或向其他车企供应AI芯片
Xi Niu Cai Jing· 2025-06-13 01:37
Group 1: Fundraising and Investment Trends - New funds are accelerating their market entry, with several funds ending their fundraising early to seize the investment window [1] - Multiple fund companies are purchasing their newly launched equity funds, indicating a positive outlook for the market [1] - In May, the total scale of the top 14 bank wealth management companies reached 23.92 trillion yuan, an increase of approximately 330 billion yuan from April [1] Group 2: 5G-A and Low-altitude Economy - 5G-A technology is being applied in various industries, including smart driving and next-generation consumer electronics, providing new growth opportunities for operators [2] - The low-altitude economy is expected to become a trillion-level new market, with a projected market size of 1.5 trillion yuan by 2025 and 3.5 trillion yuan by 2035 [2] Group 3: Corporate Developments - SpaceX's Starship's eighth test flight failure was attributed to a hardware failure in one of its Raptor engines, with no reported public injuries or property damage [3] - Tencent is exploring the possibility of acquiring South Korean game developer Nexon, which has a market value of 15 billion USD [4] - Xiaopeng Motors is negotiating to supply AI chips to other automakers, with expectations that its self-developed chips will be integrated into some Volkswagen models [4] Group 4: Market Reactions and Economic Indicators - The US stock market saw slight gains across major indices, with the S&P 500 rising by 0.38% and the Nasdaq by 0.24%, supported by a slowdown in inflation and stable US Treasury auctions [11] - The US dollar index fell by 1%, reaching a three-year low, while the onshore renminbi hit a seven-month high [11]
新势力的规模坎
Group 1 - The competitive landscape among new car manufacturers is evolving, with traditional leaders like "Wei Xiaoli" facing challenges, while competitors like Leap Motor are performing well in terminal sales [2] - There is a call within the industry for new car manufacturers to consider mergers and acquisitions due to financial pressures and operational challenges [2][3] - The survival of car manufacturers is increasingly dependent on their ability to achieve scale, with a critical sales threshold of 2 million units per year identified as necessary for self-sustainability [3][4] Group 2 - New car manufacturers are experiencing significant financial losses, with NIO reporting cumulative losses of 109.29 billion yuan from 2018 to 2024 [4] - Despite the financial challenges, some companies like XPeng and NIO are optimistic about achieving profitability in the fourth quarter, indicating a potential shift in their financial outlook [5] - The automotive industry is witnessing a trend where many brands may face shutdowns or restructuring, with predictions that up to 80% of fuel vehicle brands could be affected in the next 3 to 5 years [7] Group 3 - The concept of mergers and acquisitions is seen as a less detrimental option compared to business failures, with industry leaders advocating for a structured approach to facilitate these processes [8] - The value of new car manufacturers for traditional automakers in terms of mergers and acquisitions is questioned, as their innovations may not be sufficient to attract interest [8] - New car manufacturers are exploring partnerships and collaborations as an alternative to mergers, leveraging the scale and cost advantages of established players like Huawei [11][12]
汽车早餐 | 广汽丰田联合华为、Momenta、小米打造AI生态圈;长安2028年实现人形机器人下线应用;哪吒通知员工居家办公
Domestic News - The Cyberspace Administration of China released the annual list of online rumors, including "China's new energy product overcapacity" as one of the top ten classic rumors [2] - Hangzhou government issued the "Implementation Measures for the Innovative Application Management of Intelligent Connected Vehicles," effective from July 7, 2025, to promote the development of the intelligent connected new energy vehicle industry [3] - Shenzhen's mayor emphasized accelerating the development of artificial intelligence and low-altitude economy industries, aiming to gather resources and enhance growth [4] - Guangxi government announced a plan to support the replacement of old vehicles and 3C digital products, targeting a sales increase of over 38 billion yuan by 2025 [5] International News - Toyota held a shareholders' meeting where the vice president expressed support for the merger between Hino Motors and Mitsubishi Fuso [6] - Elon Musk urged the EU to expedite the approval of Tesla's Full Self-Driving (FSD) technology, claiming delays are detrimental to European safety [7] - Polestar announced plans to restart market expansion in France, aiming to make it one of its top three European markets [7] Corporate News - GAC Toyota announced a collaboration with Huawei, Momenta, and Xiaomi to create an AI ecosystem, launching new models equipped with advanced technologies [8] - Changan Automobile plans to invest over 200 billion yuan in emerging fields over the next decade, with goals to complete flying car test flights by the end of 2025 and humanoid robot applications by 2028 [9] - XPeng Motors officially launched the G7 model, which features L2-level intelligent driving assistance across its entire lineup [9] - GAC's first mass-produced flying car, GOVY AirCab, was unveiled in Hong Kong with a price not exceeding 1.68 million yuan, set for demonstration operations in the Guangdong-Hong Kong-Macao Greater Bay Area [10] - Neta Auto announced that employees will work from home starting June 12, with office access suspended [11] - Tengshi's Z9 model is expected to begin deliveries of a new three-spoke sports steering wheel after June 20, responding to user feedback [12]
8点1氪|印度坠机事故造成至少265人死亡,机上仅1人幸存;韦东奕涨粉速度获世界纪录认证;哪吒汽车CEO被员工围堵讨薪
3 6 Ke· 2025-06-12 23:38
Group 1: Company Listings - Suzhou Huichuan United Power System Co., Ltd. has received approval for its initial public offering from the Shenzhen Stock Exchange [1] - Jiehuate Microelectronics Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange [1] Group 2: Aviation Incident - A Boeing 787 passenger plane from an Indian airline crashed, resulting in at least 265 fatalities, with only one survivor among the 242 onboard [2] - The crash also caused injuries to at least 50 ground personnel, and the search and rescue operations have concluded [2] Group 3: Corporate Developments - Nio Automobile's CEO faced employee protests over unpaid salaries, leading to a decision for employees to work from home [4] - Alibaba's chairman, C. Z. Tsai, acknowledged past mistakes and emphasized the company's commitment to AI and cloud infrastructure, with a planned investment exceeding 38 billion yuan over the next three years [5] - Tencent is reportedly considering a $15 billion acquisition of South Korean game developer Nexon [5] Group 4: Market Trends - The smart glasses market has seen an explosive growth of over 800% in sales, with projections indicating that global shipments will reach 12.8 million units by 2025, a 26% increase year-on-year [9] - The Chinese market is expected to surpass 2.75 million units, marking a 107% year-on-year growth [9] Group 5: AI Collaborations - OpenAI is in discussions with Saudi Arabia's Public Investment Fund and India's Reliance Group regarding a $40 billion funding plan [16] - Mattel, the maker of Barbie dolls, has partnered with OpenAI to develop AI toys and games, with a product launch expected later this year [16]
预售23.58万,2100+TOPS算力!小鹏G7要靠L3狙击小米?
电动车公社· 2025-06-12 15:53
和我们一起重新思考汽车 关注 「电动车公社」 就在昨天,小鹏G7开启预售了。短短46分钟,小订就已经突破了1万台: 23.58万元的预售价,作为一台纯电中型SUV来说似乎并不算炸裂,能否挑战特斯拉Model Y、小米YU7、乃至智界R7、理想L6等车型,还是未知数。 这也就意味着,只要法规落地,小鹏G7很可能是首批实现L3的车型。 此外,别看它叫小鹏G7,但车长却比小鹏G9还要多1mm,空间表现也可圈可点。这种"下克上"在整个汽车行业里,都是非常少见的。 那么,小鹏G7都有哪些亮点?又能否成为特斯拉和小米的有力竞争对手? 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 但!小鹏G7搭载了三颗自研的图灵AI芯片,总算力2100TOPS,是目前所有量产车型中算力最高的,也用上了小鹏全新一代的AI技术架构,不用联网就能跑。 用何小鹏的话说,"这是第一款具有L3级别算力的AI汽车,也是一款面向未来的车"。 既然都看到这里了,再插播一下公社「视频 号」的广告 。除了今天的新车体验之外,平时文字说起来有些枯燥,但又值得「细说」的内容,我们都会放在这 里。 比如这期,我们就冒死揭秘了汽车辐射的真相: 再比如这期,也 ...
2025国际汽车及供应链博览会(香港)开幕
Zhong Guo Xin Wen Wang· 2025-06-12 14:43
Group 1 - The 2025 International Automotive and Supply Chain Expo opened in Hong Kong, co-organized by various associations and media [1] - The theme of the expo is "New Cars, New Journey," featuring forums, specialized sharing sessions, and new car launches from over a hundred global automotive manufacturers and supply chain companies [2] - Notable attendance includes 11 mainland automotive manufacturers and key figures from companies like China FAW Group and Xpeng Motors [2] Group 2 - The Hong Kong Chief Executive emphasized the city's role in providing financing and promotional services for mainland new energy vehicle companies, supporting international cooperation in supply chains [2] - Specialized sessions include a forum on international commercial arbitration and cross-border financial strategies, addressing the needs of automotive companies expanding overseas [2] - The expo aims to leverage Hong Kong's unique advantages and the development momentum of the Guangdong-Hong Kong-Macao Greater Bay Area to support brand promotion and facilitate international market entry for Chinese companies [3]
“右舵”市场集体秀肌肉,内地11家车企亮相香港国际车博会
Di Yi Cai Jing· 2025-06-12 11:46
Core Viewpoint - The auto expo in Hong Kong showcases the strength of Chinese automakers, highlighting their advancements in electric vehicles and technology, while also serving as a strategic platform for global expansion [1][8]. Group 1: Event Overview - The auto expo, themed "New Cars, New Journey," covers over 55,000 square meters with seven core exhibition areas, including global automotive, supply chain, and innovation technology [2]. - Eleven major Chinese automakers, including SAIC, BYD, and Dongfeng, participated, alongside new entrants like Leap Motor and Xpeng [1][4]. Group 2: Featured Vehicles and Technologies - BYD showcased popular models such as SEALION 7, SEAL, and ATTO 3, while Changan presented its new energy brands [4]. - Chery Group made a significant impact with its largest-ever exhibition outside mainland China, focusing entirely on new energy vehicles and showcasing advanced technologies like high-efficiency engines and intelligent solutions [4][5]. Group 3: Market Trends and Government Policies - The Hong Kong government has implemented tax reduction policies for electric vehicles under HKD 500,000, significantly boosting sales [6]. - From January to April 2023, the registration of electric vehicles in Hong Kong reached 8,916, with a penetration rate of 68%, led by BYD's SEALION 07 EV [6]. Group 4: Strategic Importance of Hong Kong - Hong Kong is positioned as a crucial gateway for Chinese automakers to enter international markets, leveraging its unique geographical and financial advantages [8][9]. - The city aims to become a hub for innovation and technology, connecting local enterprises with global capital and resources [9][10]. Group 5: Future Aspirations - Companies like Chery and Xpeng express intentions to utilize Hong Kong as a launchpad for international capital markets and advanced technology deployment [10].
何小鹏:大模型道路,大家都在摸着石头过河
news flash· 2025-06-12 11:31
金十数据6月12日讯,6月10日晚,小鹏在广州亮相了最新一款SUV车型G7。但发布会上,CEO何小鹏 用超过一半的时间,来介绍新车的辅助驾驶芯片"图灵"。会后沟通会环节,媒体提问与何小鹏的回答也 大多围绕着芯片展开。沟通会上,何小鹏表示:"在大模型道路上,大家都在摸着石头过河。"VLA方 案,似乎正在成为国内辅助驾驶第一梯队玩家的选择,此前理想进入了该方案的开发。不过,这也是国 内与特斯拉FSD方案的分岔点。从公开信息来看,特斯拉依旧在"端到端"方案上深耕,与多模态大模型 并不关切。 (36氪) 何小鹏:大模型道路,大家都在摸着石头过河 ...