Group 1 - Xiaopeng Motors officially launched its AR-HUD technology solution based on Huawei's LCoS HUD and AR rendering engine on June 5, 2025, marking a significant advancement in the smart cockpit sector [2] - The collaboration with Huawei is expected to enhance Xiaopeng Motors' competitiveness in the intelligent vehicle market, with more models, including the Xiaopeng G7, set to adopt this technology [2] - Xiaopeng Motors reported impressive sales figures, delivering 33,525 vehicles in May 2025, a 230% year-on-year increase, and a total of 162,578 vehicles in the first five months of 2025, representing a 293% increase compared to the previous year [2] Group 2 - Huawei's intelligent automotive solutions include key components such as laser light sources, optical systems, and display algorithms, with products like AR-HUD and smart lighting modules [3] - The AR-HUD market has been gaining traction, with Huawei signing cooperation agreements with over ten suppliers in the smart vehicle lighting sector by the end of last year [4] - Data from Zosi Automotive Research indicates that the installation of HUDs in new passenger vehicles in China is projected to reach 3.548 million units in 2024, a 63% year-on-year increase, with an installation rate of 15.5%, up by 5.2 percentage points [4]

电力设备及新能源周报 20250608 5 月新势力销量公布，新型电力系统建设第一批试点工作开展 2025 年 06 月 08 日 ➢ 本周（20250603-20250606）板块行情 电力设备与新能源板块：本周上涨 1.38%，涨跌幅排名第 14，强于上证指数。 本周储能指数涨幅最大，核电指数跌幅最大。储能指数上涨 2.65%，新能源汽 车指数上涨 1.90%，工控自动化上涨 1.40%，太阳能指数上涨 0.87%，锂电池 指数上涨 0.08%，风力发电指数下跌 0.06%，核电指数下跌 2.37%。 ➢ 新能源车：5 月新势力销量公布，极氪以 37.7%环比增速居首 2025 年 5 月，多个造车新势力和传统车企交付数据表现强劲，推动新能源汽 车市场持续增长。理想汽车凭借 L 系列的稳定增长，5 月交付 40,856 辆，1-5 月累计交付 167,659 辆；零跑汽车继续领跑新势力销量，月销量连续突破新高， 5 月交付 45,067 辆，1-5 月交付近 17 万辆。极氪品牌也实现显著增长，5 月 交付 18,908 辆。此外，比亚迪依然保持市场领先地位，5 月交付 382,476 辆， 1-5 月累 ...

关注 「电动车公社」 和我们一起重新思考汽车 就在前两天，小鹏汽车发了一条微博： "这个行业很久没有眼前一亮的变化了，改变从现在开始！" 言外之意，小鹏即将和华为联合搞个大的。这一下激起很多网友遐想，什么"投华一念起，刹觉天地宽"的调侃层出不穷 。 不过，这所谓的"改变"其实早就透题了： 双方即将针对 HUD 展开合作！ 果不其然，在第二天的小鹏汽车发布会上， 就官宣 小鹏 G7 将首发搭载 "追光全景"抬头显示 ，该技术由小鹏汽车与华为乾崑智能联合打造。 简 单来说， 小鹏和华为的合作，是 前者负责软件，后者负责硬件， 针对 AR-HUD 普 遍存在的不足，进行优化和创新。 目标也非常明确，剑指"世界上最优秀的汽车抬头显示系统"。 那么，HUD和HUD之间到底有啥不一样？会不会彻底改变未来的座舱生态？ 今天，我们就来好好聊一聊。 01. 为啥要革HUD的命？ 老规矩，聊技术前先来个名词解释：所谓 HUD 就是 Head Up Display ，直译 "抬头显示"。 它的本质，就是把仪表盘上的信息以光学投影的形式投到风挡玻璃上，从而 让驾驶员更多地直视前方，大幅减少低头看仪表盘次数，以提升安全性 的一种新 技 ...

1.奇安信董事长齐向东：网络安全行业内卷严重 奇安信董事长齐向东在接受界面新闻等媒体采访时表示，网络安全行业内卷比较严重。一款软件可能需要 开发几年投入几个亿，但是它形成产品之后，每个人都看不到它的成本。所以在软件的招投标过程当中， 内卷下来之后就无底价，这对中国软件产业是有破坏性的杀伤力。他呼吁有关部门应该高度重视改善软件 产业的营商环境，推动中国软件产业健康发展。 点评：齐向东痛斥行业"低价恶斗"，呼吁重塑体系破内卷困局。 2.王自如感谢董明珠和雷军 6月6日，王自如发布视频，回应关于自己的焦点话题。他在视频的最后感谢了董明珠和雷军，"感谢他们在 不同的时间点，以不同的形式给予我巨大的鼓励和帮助，让我站在新的起点上的时候，依旧能够有勇气去 怀揣理想"。 3.西子电梯发布讣告：董事长兼总经理刘文超离世，终年54岁 6月6日，西子电梯科技有限公司发布讣告称，西子电梯科技有限公司董事长兼总经理刘文超，于2025年6月 2日在杭州不幸离世，终年54岁。 4.亚马逊进行更多裁员，这次是图书部门 据央视新闻，当地时间6月5日，据印尼军方消息，印尼政府正就采购中国制造的歼-10战斗机进行可行性评 估。印尼国防部副部长道 ...

Core Viewpoint - The collaboration between XPeng Motors and Huawei marks a significant advancement in the AR-HUD (Augmented Reality Head-Up Display) technology, aiming to enhance the driving experience by integrating AI capabilities into the HUD system [1][2]. Group 1: Collaboration Details - XPeng Motors and Huawei jointly launched the "Chasing Light Panorama" AR-HUD product, which is the world's first HUD solution that integrates AI smart driving [1][2]. - In this partnership, XPeng provides software capabilities while Huawei offers hardware support, with the goal of creating "China's best AR-HUD" [2][4]. - The AR-HUD will first be featured in the XPeng G7 model, which is set to be unveiled on June 11 and delivered in the third quarter [7]. Group 2: Market Context and Technology - The HUD technology, initially used in military aircraft, has evolved and is now a key selling point for high-end electric vehicles, with a projected penetration rate of over 14% in the domestic passenger car market by Q1 2025 [2][3]. - Traditional AR-HUDs have faced criticism for visibility issues under bright light and other performance problems, highlighting the need for a robust integration of hardware and software [3][4]. Group 3: Technical Innovations - The "Chasing Light Panorama" AR-HUD features innovative lane-level navigation that projects the navigation route directly onto the windshield, allowing drivers to follow directions without looking down at a screen [5][6]. - The system includes advanced safety features, such as real-time visualizations of potential hazards and driving conditions, enhancing user trust in the smart driving system [6][7]. - Huawei's investment of over 10 billion yuan in 2024 for the development of smart automotive solutions supports the hardware platform necessary for high-quality AR-HUD performance [4].

Core Insights - The domestic electric vehicle (EV) market experienced significant growth in May, with retail sales expected to reach 980,000 units, a year-on-year increase of 22%, and an EV penetration rate of approximately 52.9% [2] - A competitive reshuffling is occurring in the market, with new energy vehicle (NEV) manufacturers and traditional automakers adjusting their strategies amid a deep industry transformation [2] New Energy Vehicle Manufacturers - Leap Motor led the new energy vehicle segment in May with sales of 45,000 units, a 148% increase year-on-year, driven by popular models like the C10 and C11 [5][4] - Li Auto followed closely with 41,000 units sold in May, a 17% increase, supported by the launch of the upgraded L series [5] - Aito's sales reached 37,000 units in May, marking a 35% increase, with the M9 model contributing significantly to its performance [5] - Xpeng Motors sold 34,000 units, a 230% increase, attributed to the introduction of lower-priced models [6] - Xiaomi Motors maintained sales at 28,000 units, preparing for the launch of its second model, the YU7 [6] - NIO delivered 23,000 units, a 13% increase, while undergoing internal restructuring to enhance brand synergy [7] Traditional Automakers - BYD remained the leader among traditional automakers with sales of 382,000 units in May, a 15% increase, and a cumulative total of 1,763,000 units for the year [9] - Geely sold 138,000 NEVs in May, a 135% increase, with the Galaxy series being the main contributor [10] - Changan Automobile reported sales of 95,000 units, a 70% increase, with significant contributions from its various models [10] - SAIC-GM-Wuling sold 74,000 units, a 50% increase, focusing on small electric vehicles [10] - Chery's sales reached 63,000 units, a 48% increase, marking it as the fastest-growing traditional automaker [11] - Great Wall Motors sold 33,000 units, a 32% increase, with notable growth in its WEY brand [11] Emerging Brands - Emerging brands like Arcfox and Lantu also showed growth, with Arcfox selling 14,000 units (200% increase) and Lantu selling 10,000 units (122% increase) [12]

2024年3月28日，小米发布小米su7，在社交媒体上发文："向前，向着全新的智能时代，向着海阔天空的宽广世界，中国 新能源车，一起向前！"比亚迪、蔚来、理想、小鹏、长城、长安启源、岚图、阿维塔、深蓝等纷纷发微博为小米汽车送 来祝福，表达了对小米汽车加入新能源汽车领域的支持和期待。此外，新能源电池制造商宁德时代也表示了对小米汽车 的支持。这种品牌间的"互捧"，通过新媒体平台迅速传播，引发了广泛的社会关注，展现了中国汽车品牌的团结和协作 精神。 品牌间的互捧是品牌调侃的一种类型。在新媒体浪潮下，品牌传播策略正经历前所未有的变革。企业不再满足于单向的 品牌传播模式，开始寻求互动性更强、参与感更高的沟通方式。品牌调侃作为一种新兴的传播策略和沟通艺术，通过拟 人化的互动表达方式，如互黑、互撩、互捧等，为品牌间的交流注入了新的活力。这种策略不仅能加深品牌间的联系， 还能极大地提升品牌的传播效果。 新媒体环境下，如何有效促进品牌间的互动与合作，提升品牌形象，增强品牌影响力，并最终实现共赢，是学界和业界 共同关注的重要议题。本文将深入探讨品牌调侃的内涵、源起、类型及效果，以期为品牌传播策略的创新提供理论支持 和实践指导。 ...

Group 1: Passenger Vehicles - The penetration rate of new energy vehicles in China is expected to reach 55% by 2025, with multiple hybrid models launching in the second half of the year [1] - The retail and export of passenger vehicles in mainland China are projected to grow by 2.9% and 10% year-on-year, respectively, in 2025 [1] - The price of intelligent driving models is anticipated to drop below 200,000 RMB, with domestic software like Momenta leading the market [1] - Increased competition in the automotive market is expected in the second half of the year, with a focus on companies like BYD and XPeng Motors [1] Group 2: Heavy Trucks - Heavy truck sales in China are projected to reach 950,000 units (including exports) in 2025, reflecting a year-on-year increase of 5% [1] - The market performance for heavy trucks has been relatively flat, with cumulative sales of 350,000 units in the first four months of 2025 [2] - Local policies are expected to boost market conditions in the second half of the year, enhancing the market share of leading companies [2] Group 3: Two-Wheelers - The new national standards and trade-in policies are expected to support a recovery in the two-wheeler market, with sales projected to reach 56 million units in 2025 [2] - The new standards raise production technology requirements and emphasize the importance of smart technology in the industry [2] - Industry leader Yadea is favored for its strong market position [2] Group 4: Batteries - The trend is shifting towards range-extending large batteries, with a focus on commercial vehicle batteries [2] - The recent phase of tariff agreements between China and the U.S. introduces uncertainties, while South Korean companies are increasing their presence in the North American market [2] - CATL is recommended for its technological advancements and overseas expansion [2] Group 5: Robotics - The industrialization of robotics is approaching, with companies like Tesla and UBTECH announcing mass production plans [2] - Chinese companies are expected to benefit from cost advantages and technological accumulation [2] - Attention is drawn to core components with low domestic production rates and high value proportions, such as planetary roller screws and six-dimensional force sensors [2]

Group 1 - The core focus of the collaboration between Xiaopeng Motors and Huawei is on AR-HUD technology, which integrates augmented reality head-up display with advanced driver assistance systems (ADAS) [4][8] - The newly launched "Chasing Light Panorama" AR-HUD features an 87-inch display, supports cross-lane information, and covers eight driving scenarios, marking the industry's first instance of displaying navigation routes on real roads [7][11] - The partnership is expected to enhance the scale and implementation of AR-HUD technology, with the "Chasing Light Panorama" AR-HUD debuting on the Xiaopeng G7 and potentially being used in more new vehicles in the future [7][11] Group 2 - The collaboration comes after a period of tension between Xiaopeng and Huawei, particularly regarding AEB technology, which has now transitioned into a cooperative relationship [9][11] - Both companies have made strategic adjustments, with Huawei positioning itself as a supplier of smart automotive components and Xiaopeng focusing on enhancing its intelligent features amid increasing competition [9][11] - The market response has been positive, with Xiaopeng's stock price rising following the announcement of the partnership, indicating investor confidence in the technological synergies between the two companies [11]

Core Viewpoint - The collaboration between Xiaopeng Motors and Huawei aims to revolutionize the automotive industry with the introduction of the "Chasing Light Panorama" AR-HUD, which is claimed to be the best in the world, addressing common issues faced by existing AR-HUD systems [1][2][6] Group 1: Technology and Innovation - The AR-HUD technology projects critical driving information onto the windshield, enhancing safety and convenience by allowing drivers to access real-time data without looking away from the road [2] - The "Chasing Light Panorama" AR-HUD features a large 87-inch display, 12,000 nits brightness, and a 1800:1 contrast ratio, ensuring visibility in various environments [4] - The system incorporates a distortion correction algorithm, maintaining a distortion rate below 1%, and features a 10-meter virtual image display distance with a 100-millisecond low latency for user comfort [4][5] Group 2: User Experience and Functionality - The AR-HUD offers industry-first lane-level navigation by projecting navigation routes directly onto the windshield, improving the driving experience by eliminating the need to look down at screens [5] - It supports AR-assisted driving, visualizing the intentions of the intelligent driving system, such as lane changes and parking maneuvers, thereby building user trust [5] - The system provides comprehensive AR safety alerts, identifying vehicle positions and lane boundaries in poor visibility conditions, and offering warnings for potential hazards like pedestrians and narrow road encounters [5] Group 3: Strategic Collaboration - The partnership between Xiaopeng Motors and Huawei signifies a shift from competition to collaboration, focusing on fulfilling user needs and advancing technology in the automotive sector [6] - Huawei has invested over 10 billion yuan in AR-HUD technology over the past year, employing a team of over 8,000 to develop advanced imaging modules and algorithms [3]