转自：北京日报客户端 12月11日，由《中国汽车市场》杂志社与搜狐汽车联合发起、主办，汽车与驾驶维修传媒承办的2025 （第二十届）中国汽车金扳手奖评选颁奖典礼在北京举行。 作为深度关注并评价国内乘用车企服务体系及用户生态的专业评选，中国汽车金扳手奖评选活动始创于 2006年。金扳手奖评选始终坚持以"推动中国汽车品牌服务向上"为使命，从专业、体验、创新、品质四 个维度，结合产业变革和售后服务使命变化，全面评估主流汽车服务品牌在提升用户全生命用车周期服 务过程中的创新与突破。 此外，经主机厂推荐、行业专家评选及终审等环节，共有来自8个品牌的8位"老技师"荣获"中国汽车金 扳手奖20周年·匠人匠心奖"，来自7个品牌的7家经销商荣获"中国汽车金扳手奖20周年·服务标杆店"荣誉 称号。 校检：陈沙、孙朝阳 2025（第二十届）中国汽车金扳手奖评选活动于今年"3·15"正式启动，当时32家主流车企品牌携手共同 发布"十大承诺"，一致推动行业诚信服务、维护市场风气。本届评选共设置4个组别，分别为自主品 牌、合资品牌、豪华品牌、新能源品牌，依据评选标准及评审结果，最终广汽传祺、吉利汽车荣获自主 品牌组年度奖项，广汽丰田、广 ...

Investment Highlights - The automotive sector has shown positive performance this week, with the SW motorcycle and other segments leading with a gain of 1.7% [4][13] - The top five stocks covered this week include Chunfeng Power, Xusheng Group, Great Wall Motors, Hengshuai Co., and Desay SV [4][13] Industry Core Changes - On December 12, 2025, the State Administration for Market Regulation released the "Guidelines for Compliance with Pricing Behavior in the Automotive Industry (Draft for Comments)" [6][13] - The Central Economic Work Conference was held to optimize the implementation of the "Two New" policies [6][13] - Longxin General announced a partnership with Zhiyuan Robotics, focusing on industrial manufacturing and intelligent mobility, aiming to accelerate the development of L2 and L3 product lines [6][13] - Hezhima Intelligent and Yuanrong Qixing have reached a deep cooperation agreement to promote the mass production of advanced driver assistance technologies [6][13] - WeRide and Uber announced a partnership with the Dubai Roads and Transport Authority (RTA) to officially launch Robotaxi services through the Uber app in Dubai [6][13] Current Automotive Sector Configuration - The automotive industry is perceived to be at a new crossroads, with the electric vehicle (EV) boom nearing its end and the intelligent vehicle sector entering a phase of innovation [9][14] - Three main investment opportunities are identified: - **AI Intelligent Vehicle Main Line**: Focus on Robotaxi and Robovan, with key players including Tesla, Xiaopeng Motors, and Horizon Robotics [9][14] - **Upstream Supply Chain Key Stocks**: Include B-end vehicle OEMs like BAIC Blue Valley and GAC Group, as well as core suppliers in testing, chips, and sensors [9][14] - **AI Robotics Main Line**: Focus on selected components from companies like Top Group and Junsheng Electronics [9][14] Market Performance Overview - The automotive sector ranked 9th in A-shares and 14th in Hong Kong this week, with motorcycles and other segments performing the best [18][21] - The overall automotive sector has shown stability, with the SW motorcycle and other segments leading in performance [21][28]

吉利同步发布了全面进阶的"全域安全2.0"技术体系，在四大安全领域基础上，以全域AI赋能九大安全 系统迭代升级，首次纳入"公域安全"新维度，将侧重"整车安全"的视角升级为"人-车-路-云-星"的生态视 角，将安全的视野从单车扩展到整个交通生态。 此外在发布现场，吉利还联合中国汽车技术研究中心有限公司、中国检验认证（集团）有限公司、沃尔 沃、清华大学等11家产学研机构发布了《智能汽车全域安全发展白皮书》，以系统性规划牵引汽车全域 安全技术实现跨越式发展，为推动行业共建完善的安全体系贡献智慧与力量。 转自：北京日报客户端 025年12月12日，吉利全球全域安全中心正式发布，中心面积超8万平方米，具备27大类测试能力，覆盖 全域安全技术验证。一举获得"全球最大的汽车安全试验室""全球测试功能最多的汽车安全试验室"等五 项吉尼斯世界纪录称号，并宣布即日起面向全行业开放共享。 来源：北京日报客户端 校检：陈沙、孙朝阳 审核：朱沙 ...

【文/观察者网 潘昱辰 编辑/高莘】汽车工业的发源地——欧洲，正处在前所未有的十字路口。 据西班牙《理性报》报道，就在不久前的12月11日，西班牙首相桑切斯致信欧盟委员会主席冯德莱恩，要求维持欧盟自2035年起禁止销售燃油车的规定，这 几乎与大部分欧盟汽车生产国国家和所有欧洲汽车制造商的意见相悖。 《理性报》报道称，桑切斯此举正值欧盟行政机构计划于16日提交放宽先前碳排放政策的提案前夕；与提案主张相反的是，此举有利于中国汽车在欧洲市场 的销售，因为中国在汽车电动化进程上已领先于欧洲产业。 有业内人士认为，作为欧洲新兴的工业国家，西班牙通过与行业领先者展开更长期的产业合作，甚至谋求挑战德国、法国等欧洲传统工业强国的优势地位， 实现"弯道超车"。在此背景下，过去数十年间欧洲车企彼此间保持的"友谊赛"默契或将逐渐瓦解：进入2026年后，属于欧洲汽车行业的"淘汰赛"或将加速到 来。 弯道超车：新玩家的机遇？ 就在桑切斯致信欧盟前不久，西班牙政府发布了《西班牙汽车2030计划》，计划在2026年投资4亿欧元（约合人民币33亿元）提供电动汽车购买直接补贴， 并投资3亿欧元（约合人民币25亿元）建设更多充电站。 此外，西班 ...

Group 1 - The Ministry of Industry and Information Technology of China has officially granted the first batch of L3-level conditional autonomous driving vehicle permits, marking a significant step towards the commercialization of autonomous driving technology in the country [1] - Two electric vehicle models from companies in Chongqing and Beijing have been approved for trial operations in designated areas, with specific design features for different driving scenarios [1] - The Chongqing model can achieve autonomous driving at a maximum speed of 50 km/h in congested traffic environments, while the Beijing model supports speeds up to 80 km/h on highways and urban expressways [1] Group 2 - Domestic autonomous driving services are advancing towards large-scale operations, with Geely's Cao Cao Mobility planning to establish five global operation centers over the next decade, aiming to promote Robotaxi services to 100 cities and achieve a total transaction value of 100 billion RMB [2] - Baidu's autonomous driving service platform "Luobo Kuaipao" has entered a phase of large-scale operations, with a reported 310 million fully autonomous driving orders by Q3 2025, representing a 212% year-on-year increase [2] - The development of autonomous driving in China is entering a new phase, starting with L3-level commercial trials and extending to the large-scale operation of Robotaxi services, accelerating the formation of a smart mobility industry ecosystem [2]

Core Viewpoint - The competition in the new energy equipment industry has entered a "deep water zone," where only long-term commitment, focus on technological innovation, and deep collaborative cooperation can ensure continued leadership [1][21]. Industry Overview - The market has shifted from a binary competition of "existence" to a competition of "quality," with product iteration cycles compressing from years to months, leading to a focus on comprehensive solutions and full-cycle innovation capabilities [2][4]. - The basic fundamentals of the industry are increasingly solid, with China's manufacturing share reaching 32%, placing new energy equipment alongside high-speed rail and automotive sectors as global leaders [5]. Market Dynamics - The lithium battery shipment volume is expected to steadily increase, driven by the ongoing penetration of the new energy vehicle and energy storage markets, opening up vast market space for the equipment industry [6]. Key Characteristics of the New Cycle - The new cycle is characterized by changes and differentiation, including: - Continuous capacity expansion of mature products, with 2.2-meter large energy storage modules becoming mainstream and cell capacities increasing from hundreds of Ah to thousands of Ah, raising production line demands [7]. - Accelerated iteration of new product processes, with battery manufacturing technology upgrading every 2-3 years, compelling equipment companies to innovate simultaneously [7]. - Accelerated competition concentrating on leading companies, where only those with rapid response, stable delivery, and process adaptability can maintain their foothold [7]. Technological Innovation - Technological innovation is the fundamental guarantee for equipment companies to navigate through cycles, with AI deeply integrated into production lines to enhance efficiency and quality [8][10]. - AI applications in key production processes have led to revolutionary changes, such as: - Laser welding with AI algorithms improving welding yield by 5%-10% and efficiency by 80% [10]. - Predictive maintenance frameworks that can forecast equipment failures 7-10 days in advance [10]. - High-precision online detection technologies achieving ultra-high standards in accuracy and consistency [10][11]. Collaborative Ecosystem - The importance of collaboration across the entire industry chain is emphasized, with internal standardization and modularization leading to significant breakthroughs in delivery efficiency [12][13]. - The establishment of deep partnerships with leading battery and automotive companies facilitates joint R&D and technology promotion, creating a virtuous cycle of demand, development, application, and feedback [14][15]. Long-term Strategy - The company adheres to a long-term philosophy, investing in core capacity advantages even during industry adjustments, such as the ongoing construction of a new production base [18][19]. - The new base, covering 260,000 square meters, is designed for green zero-carbon production and supports large-scale module and energy storage equipment manufacturing [19]. - The diversification of product offerings not only meets varied customer needs but also mitigates operational risks associated with cyclical fluctuations [20]. Global Integration - The company is actively integrating into global markets, with products successfully sold in Europe, North America, and Southeast Asia, supported by localized service networks [20]. - The focus is on enhancing global competitiveness by providing cost-effective and tailored solutions to international clients [20]. Conclusion - The new energy equipment industry is poised for continued leadership in the global market, contributing significantly to energy transition and carbon neutrality goals through ongoing technological advancements and ecosystem development [23].

眼下，我国新能源车的渗透率已经超过50%，新一轮科技公司、互联网公司带着天然的技术优势、流量优势进一步入场夺食。他们各有生意经：华为喊 出"不造车，但帮助车企造好车"的口号；小米亲自下场造车，创始人IP影响着消费者的购车决策；京东则与埃安、宁德时代合作，将自己的能力注入买卖 流程中……两个圈层生态由表及里深度融合，人才也随之涌动交织。造车新十年，或许将是传统造车企业与互联网企业共同托举的十年。 编者按：近年来，新能源与智能化浪潮为汽车行业带来了百年未有之变局。在此期间，市场机遇与乱象并存 —— 无序内卷、过度营销、安全争议、品牌浮 沉等，不断重塑产业生态。行至 2025 年岁末，再空洞地谈渗透率与智驾，似已缺乏新意。时代的洪流奔涌向前，而最真实、最动人的注脚，往往就源自 那些躬身入局的平凡个体。本栏目将以人为镜，透过一个个普通汽车人的故事，记录这段属于中国的、波澜壮阔的汽车变革之旅。 "现在买汽车像网购手机一样，不用去4S店，直接线上下单，在家门口提车，这波操作算是给车圈上了一课。"近日，当京东"国民好车"交付了1000辆新 车，传统车企营销组的孟范不禁感叹，互联网又对车圈产生了新的影响。 从2014年开始， ...

长沙晚报掌上长沙12月15日讯（全媒体记者 曹开阳）11月开始，车市进入年底冲刺阶段，车企销售节奏明显加 快。作为龙头企业，比亚迪以月销量超48万辆的成绩，创下年内新高，市场号召力节节攀升。在新能源汽车渗透 率持续提升、汽车出口规模不断扩大的背景下，比亚迪在中国企业（集团）新能源汽车及单品牌销量排名中继续 领跑。 | 中国车企销量前十 | 1-11月销量 ( 万辆 ) | 2025年销量目标 ( 万辆 ) | 目标完成率 | | --- | --- | --- | --- | | 比亚迪 | 418.2 | 460 | 91% | | 上汽 | 410.8 | 450 | 91% | | 一汽 | 299.5 | 345 | 87% | | 吉利 | 278.8 | 300 | 93% | | 长安 | 265.8 | 300 | 89% | | 奇瑞 | 255.9 | 326 | 78% | | 东风 | 220.4 | 300 | 73% | | 北汽 | 155.7 | 300 | 52% | | 广汽 | 153.4 | 230 | 67% | | 长城 | 119.9 | 1 | | | | | ...

（文/观察者网 张家栋 编辑/高莘） 12月12日，吉利宣布其全球全域安全中心正式发布并投入运行。该中心占地约4.5万平方米，建筑面积 超过8万平方米，并在建设规模与测试能力上获得五项吉尼斯世界纪录认证。 与此同时，吉利发布了融合"全域AI"的"全域安全2.0"技术体系，并联合中国汽车技术研究中心、中国 检验认证集团、清华大学等多家机构发布《智能汽车全域安全发展白皮书》，试图以系统化方式回应智 能化、电动化背景下汽车安全边界持续外扩的行业课题。 吉利全球全域安全中心 吉利汽车集团官网 今年以来，多起国内热销车型的道路安全事故，快速将智能电动汽车推上风口浪尖。伴随新能源与智能 化技术快速迭代，公众对产品的安全底线与监管力度产生更高要求，基于此，工信部等部门选择通过对 门把手、碰撞、电池安全等标准或规定的更新，来强化对国内新车的监管方式。这也同步催生出了不少 中国车企正快速补强对于安全体系建设的系统性投入。 不同于早期以结构强度和被动防护为核心的安全逻辑，当前主流车企普遍将安全前移至研发源头，并延 伸至电池系统、辅助驾驶、人机交互以及数据与网络层面。一方面，越来越多车企开始通过自建或共建 安全试验平台，对极端工况 ...

电动中国核心逻辑在于：以绿色能源为源头，重塑动力基础；以交通电动化为载体，构建移动能源网 络；以设备智能化为归宿，实现全社会的智慧跃迁 从被视为电池终极形态的全固态电池，到与锂离子电池体系形成互补的钠离子电池，再到高效灵活的钙 钛矿电池，这些技术路径的突破，共同推动"电动中国"愿景加速落地 人类文明的演进史，本质上是一部能源利用的进化史。在全球新一轮科技革命与产业变革浪潮中，中国 以前瞻性的战略眼光，通过一系列连贯且强有力的政策，擘画一幅以新能源科技为核心的国家发展新蓝 图——电动中国。 中国已展现出显著优势。从人才储备与模型生态看，中国拥有全球最大的STEM毕业生群体和全球近半 数AI科研人才，坐拥庞大的工程师红利；DeepSeek与阿里千问等模型在全球开源模型下载量中占比达 17.1%，首次超越美国企业，在全球开发者生态中获得越来越大的影响力。在AI竞赛中，中国有望凭借 能源成本优势占据先机。英伟达的创始人黄仁勋近期在接受媒体采访时，直言"中国将赢得这场AI竞 赛"，其核心论据之一便是中国拥有显著的能源成本优势。凭借西部地区低成本的清洁能源，中国大幅 降低大型数据中心的电力成本，这种能源优势构成了中国AI ...