中国汽车市场一周行业信息快报——2025年7月第3期

Group 1: New Energy Vehicle Market - In the first half of 2025, new registrations of new energy vehicles reached 5.622 million, marking a year-on-year increase of 27.86% and setting a new historical high [2] - As of June 30, 2025, the total number of new energy vehicles in China reached 36.89 million, contributing to a total vehicle ownership of 460 million [2] Group 2: BMW's Strategic Developments - BMW announced a partnership with Momenta to develop a new generation of intelligent driving assistance systems tailored for the Chinese market, featuring point-to-point navigation capabilities [5] - The new system will utilize large model technology and neural networks for enhanced environmental perception and vehicle control, allowing for continuous self-improvement through driving data [5] Group 3: Geely's Corporate Actions - Geely Holding Group signed a merger agreement with Zeekr, with Geely acquiring all remaining shares of Zeekr, allowing for a comprehensive coverage of various powertrain types and enhancing competitive positioning [6] - Following the merger, Zeekr will become a wholly-owned subsidiary of Geely, facilitating a unified corporate strategy [6] Group 4: Industry Collaborations - China FAW Group and Alibaba unveiled a joint laboratory to develop automotive industry-specific large models, focusing on improving model training efficiency and application performance [7] Group 5: New Product Launches - Geely launched the Bin Yue Super Max with a starting price of 71,800 yuan after cash subsidies, featuring a new design and advanced interior technology [10][12] - The Dongfeng Mengshi M817 began pre-sales with prices starting at 329,900 yuan, equipped with advanced driving assistance systems and a hybrid powertrain [15] Group 6: Tax Policy Changes - The Ministry of Finance and the State Administration of Taxation announced adjustments to the consumption tax policy for super luxury cars, lowering the threshold for taxation from 1.3 million yuan to 900,000 yuan [13]