以"中国经济：开放与韧性共生长"为主题的2025贝壳财经年会开幕。7月10日下午举办的"智能网联汽车如何重构 新生态"分论坛聚焦中国汽车如何巩固和扩大智能网联汽车优势，加速构建产业新生态。 在"车圈圆桌派"环节，嘉宾谈及智能化对燃油车的影响，认为智能化为燃油车的发展赋能，带来了新的机会。 苏琳珂：从能源本身来说，燃油车有固有、短期内很难被新能源汽车替代的优势，比如在低温下的性能优势以及 成本优势。从中长期来看，燃油车还是会有一定的持续生存空间。 从智能化来看，智能化会给燃油车带来一些赋能，虽然燃油车动力系统扭矩控制精度和响应比电机稍差，但通过 智能化系统和动力可以解耦。以智能辅助驾驶为例，绝大多数智能辅助驾驶工况偏稳态，基于此，燃油车可以在 智能化的加持下找到新增长点和新活力。现在很多政策更倾向于促进消费者关注和购买新能源车，这方面可能是 燃油车在品牌和认知上需要突破的点。 郑新芬北京汽车研究总院有限公司副院长 苏琳珂深蓝汽车软件开发总经理 董志华阿维塔科技自动驾驶及座舱总监 张栋林上汽集团大乘用车智能驾驶总监 新京报贝壳财经：智能网联生态是否会加速冲击燃油车退场？随着市场竞争愈发激烈，未来市场格局会如何变 ...

【导读】广汽集团董事长冯兴亚称，全面进入 " 战时状态 " 中国基金报记者 邱德坤 广汽集团是燃油车时代的头部车企之一，面对汽车行业的大变革时代，以广汽集团为代表的 车企正在努力寻求破局之道。 打好用户需求战 " 用户需求是汽车产业演进的核心变量。 " 冯兴亚表示，随着智能网联新能源汽车的兴起， 用户需求发生了根本性的变化，汽车成为承载个性和情感的移动伙伴。 为此，广汽集团在确保汽车安全和功能价值底线的同时，全面提升对客户需求的洞察能力、 重构用户运营体系、拥抱和满足用户核心需求，着力打造情绪价值。 冯兴亚介绍，广汽集团重构了产品、造型、整车、平台技术等资源及相关配套职能，构建了 " 从用户洞察为起点到产品交付 " 的广汽集团大研发体系，确保车型开发在满足功能价值的基 础上，精心锻造让客户心动的情绪价值。 具体来看，针对未来个性化的汽车消费市场，广汽集团将以核心科技创新为支撑，针对性强 化性能长板。 以充分发挥在电驱领域的技术优势为例，广汽集团基于广汽昊铂在 SSR 超跑技术的积累，将 大力提升产品的加速性能，使家用产品的加速性能迈进 3 秒大关。冯兴亚称： " （广汽集 团）将为用户带来怦然心动的驾驶体验。 ...

民生证券股份有限公司 关于宁波卡倍亿电气技术股份有限公司 向不特定对象发行可转换公司债券 之 上市保荐书 保荐机构（主承销商） （中国（上海）自由贸易试验区浦明路 8 号） 二零二五年六月 宁波卡倍亿电气技术股份有限公司 上市保荐书 声 明 民生证券股份有限公司（以下简称"保荐机构"、"本保荐机构"）作为宁波 卡倍亿电气技术股份有限公司（以下简称"卡倍亿"、"发行人"或"公司"）宁 波卡倍亿电气技术股份有限公司向不特定对象发行可转换公司债券（以下简称 "本次发行"）的保荐机构，本保荐机构及其指派的保荐代表人已根据《中华人 民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简 称"《证券法》"）、 《上市公司证券发行注册管理办法》 《证券发行上市保荐业务管 理办法》等法律法规和中国证券监督管理委员会（以下简称"中国证监会"）及 深圳证券交易所有关规定，诚实守信，勤勉尽责，严格按照依法制定的业务规则 和行业自律规范出具上市保荐书，并保证所出具文件真实、准确、完整。 本上市保荐书中如无特别说明，相关用语具有与《宁波卡倍亿电气技术股份 有限公司向不特定对象发行可转换公司债券募集说明书》中相同的 ...

以"中国经济：开放与韧性共生长"为主题的2025贝壳财经年会7月10日开幕。北京汽车研究总院有限公司（简称"北汽研究总院"）副院长郑新芬在"智能网联 汽车如何重构新生态"分论坛上表示，AI大模型与汽车产业的融合变革，将会引入更多大模型、数据、算力等跨界的供应商进入到汽车行业，共同推动产业 发展，主机厂和供应商的合作模式也会多样化。 "这同样对现存产业工程师的能力提出了更高要求，现存零部件供应商在行业内的地位有可能因为技术上的差异，导致重新洗牌。"他认为，技术的发展本质 上是由需求驱动的，用户是最好的驱动力来源。若能跳出固有思维，从普通用户的角度找到提升和改善的点，将会对智能网联汽车生态的技术进步很有帮 助。同时，如果有清晰的行业标准指导，会加速这个过程。 郑新芬介绍，在智能辅助驾驶布局规划上，北汽各车型在组合驾驶辅助系统的布局上采用平台化、模块化和通用化的技术方案；量产方面，北汽既有普通的 组合辅助驾驶平台，也有NOA（导航辅助驾驶）平台；在有条件自动驾驶方面，北汽已经入围国家首批智能网联汽车准入和上路通行试点联合体；在高度 自动驾驶布局方面，北汽和小马智行、滴滴、百度等科技企业一起联合打造Robotaxi产 ...

Core Insights - European automotive companies are collaborating to develop an open-source automotive software platform, seen as a self-rescue measure amid industry transformation [1][2] - The global automotive industry is rapidly transitioning towards intelligence and connectivity, with software becoming a core competitive factor [1] - European automakers are lagging in software development compared to American companies like Tesla and Waymo, despite their strong technical foundation in traditional fuel vehicles [1] Group 1: Strategic Collaboration - Eleven European companies across the automotive supply chain have signed a memorandum of understanding to jointly develop the software platform [1][2] - The initiative is supported by the German Automotive Industry Association, highlighting its strategic importance [1] - The platform aims to reduce development costs by avoiding redundant investments in basic software and enhancing development speed through a "code-first" approach [2] Group 2: Market Potential and Goals - The automotive software market is projected to reach $84 billion by 2030, with a compound annual growth rate of 9% [1] - The first vehicles based on the new platform are expected to enter mass production by 2030, with a target to deliver the platform by 2026 [2] - Volkswagen's CEO stated that the collaboration could improve software development efficiency by 50% before 2026 [2] Group 3: Challenges Ahead - The collaboration faces challenges such as aligning different corporate interests and commercial goals, which may complicate resource allocation and profit-sharing [3] - Technical integration is complex due to varying software development focuses, architectures, and standards among the companies involved [3] - Data security and privacy protection are critical issues, as the platform will handle significant amounts of data, necessitating a unified approach to data management [3]

Core Viewpoint - Jiangling Motors Corporation has officially launched its Intelligent Connected Vehicle Laboratory, which will significantly support the company's transformation towards smart and connected vehicles and strengthen the electric vehicle supply chain in Nanchang [1][2]. Group 1: Laboratory Features - The laboratory is located in the Xiaolan Economic Development Zone of Nanchang and includes eight specialized labs covering key areas of smart vehicle research [1]. - The YB (Yellow Board Testing) lab focuses on basic functionality research and system integration of components [1]. - The real vehicle and CPT (Complete Vehicle Performance Testing) lab provides a complete vehicle testing environment [1]. - The V2X lab develops vehicle-to-everything communication technology [1]. - The domain control and HIL (Hardware-in-the-Loop) simulation lab tests and verifies software functionality through simulation modeling [1]. - The digital cockpit lab aims to create a new generation of human-machine interaction experiences [1]. - The intelligent driving calibration lab ensures precise environmental perception and decision-making control [1]. - The electronic and electrical lab guarantees the reliability of vehicle electronic systems [1]. - The information security and network lab builds a network security protection system for vehicles [1]. Group 2: Innovation Ecosystem - The laboratory serves as a core R&D base for Jiangling's smart connected technology, creating an innovative ecosystem that covers the entire chain of smart connected technology [1]. - A data center efficiently processes massive amounts of data to drive algorithm optimization [1]. - Advanced simulation and real vehicle testing platforms ensure system safety and reliability [1]. - The lab also accelerates human-vehicle interaction innovation and provides a validation platform for cutting-edge technologies such as 5G, OTA (Over-the-Air updates), and AI perception and decision-making [1]. Group 3: Development Efficiency - After the laboratory's official operation, Jiangling's R&D team can complete the entire development process from basic research, simulation analysis, bench testing to real vehicle testing [2]. - This capability effectively compresses the new vehicle development cycle and accelerates the upgrade and iteration of intelligent models [2]. - The company aims to provide users with leading smart mobility solutions [2].

中经记者 陈茂利 张硕 北京报道 "集团始终以盈利能力为核心，拒绝不计代价地换取市场份额。基于这一战略，集团能够持续投入未来 技术发展，稳步实现长期战略目标。"大众（中国）方面特别强调。 开启新能源产品攻势 日前，大众汽车集团公布了2025年1至6月的全球销量数据。尽管市场环境充满挑战，该集团仍实现了稳 健增长，全球累计交付新车441万辆，同比增长1.3%。其中，纯电动汽车销量表现优异，销量同比增长 47%，达46.55万辆，占集团总销量的11%，较去年同期的7%显著提升。 2025年上半年，在中国市场，大众汽车集团共交付131万辆汽车，同比小幅下降2.3%。但6月单月销量 达24.7万辆，同比增长9%，呈现回暖趋势。在欧洲市场，大众汽车集团纯电动汽车销量同比大幅增长 89%，稳居欧洲纯电市场第一。在美国市场，该集团纯电动汽车交付量同比增长24%。 大众汽车集团（中国）（以下简称"大众（中国）"）副总裁张岚在接受《中国经营报》记者采访时表 示："现阶段，中国已在电动化、智能化和数字化领域确立全球汽车产业引领地位。基于对中国汽车产 业趋势的研判，近年来，集团正积极推动战略转型。" 张岚介绍，大众汽车集团计划到2 ...

两江新区汽车产业协会第一届会长杨源源表示，协会将坚持以"聚链赋能，智联未来"的核心宗旨，秉承 坚持问题导向、坚持服务为本、坚持协同创新的"三坚持"工作作风，围绕强化行业自律、搭建交流平 台、深化数据研究、拓展合作渠道、优化服务体系5个方面开展重点工作，助力两江新区建设成具有全 球影响力的智能网联新能源汽车创新高地。 两江新区汽车产业协会第一届秘书长段雪飞表示，协会将致力于加强协会的组织建设，完善内部管理机 制，建立常态化沟通机制；秉承服务社会的宗旨，以高度的政治责任感和历史使命感，充分发挥好协会 桥梁纽带作用，整合各方资源，为行业高质量发展注入强劲动力，在服务社会中彰显协会价值。 转自：中国质量报 本报讯 （记者谢 旺）近日，重庆两江新区汽车产业协会第一届一次会员大会暨成立大会举行。深蓝汽 车、阿维塔、特斯拉等品牌主机厂代表，乾元新景、宝渝汽车、爱卡汽车、中汽西南、宝创汽车、保利 汽车、百事达车之道等经销商企业负责人，中国汽研、西部科学城智能网联汽车创新中心、重庆市建筑 工程设计院、仕益检测、中豪律所、德恒律所等机构代表参加。 大会通过了《重庆两江新区汽车产业协会章程》《重庆两江新区汽车产业协会第一届选举办法 ...

7月9日，昆明云内动力股份有限公司(以下简称"云内动力")发布公告称，因2021年年报和2022年年报存 在虚假记载，公司收到云南证监局下发的《行政处罚事先告知书》，其被处以600万元罚款，董事长杨 波等合计被处以650万元罚款。 由于财务指标虚假记载触及监管红线，深交所将对云内动力股票实施其他风险警示。公司股票于7月9日 开市起停牌一天。7月10日公司股票复牌，公司股票简称变更为"ST云动（000903）"。 对此，云内动力在公告中提及，公司董事会高度重视该事项，积极落实监管要求并采取相应措施，督促 公司管理层对涉及的相关财务会计报告及时进行更正和追溯调整，尽快消除相关事项对公司的影响，公 司董事会已充分认识上述事项对公司造成的不利影响，并就本次事项向广大投资者致以诚挚的歉意。 加速整改争取撤销风险警示 云内动力董事长杨波对《证券日报》记者表示："本次中国证监会对公司的立案及云南证监局出具的行 政处罚告知书，对公司治理、内控规范、管理水平的提升起到了积极的推动作用，有利于提升上市公司 质量及公司的长远可持续发展。未来，公司将以此为契机不断改进、完善内部治理体系，强化规范运 作，提升公司财务核算水平，切实提高 ...

Core Viewpoint - The article emphasizes the significant progress and strategic importance of smart connected vehicles in China, driven by a series of government policies and initiatives aimed at fostering innovation and commercialization in the sector [4][5][18]. Policy Framework - Since 2020, the Chinese government has introduced multiple policies to support the development of smart connected vehicles, including the "Smart Vehicle Innovation Development Strategy" and various guidelines for testing, application, and infrastructure development [4][5][6]. - The 2020 strategy aims for the establishment of a comprehensive ecosystem for smart vehicles by 2025, including technological innovation, regulatory frameworks, and safety standards [6]. Pilot Programs and Implementation - The government has initiated pilot programs in various cities to promote the integration of smart city infrastructure with smart connected vehicles, with 16 cities identified for collaborative development [7]. - By the end of 2024, significant infrastructure improvements have been made, including over 3.2 million kilometers of open testing roads and the installation of more than 50,000 5G base stations [19]. Market Growth and Projections - The market penetration of vehicles with driving assistance features has increased from 23.5% in 2021 to 57.3% in 2024, with expectations to exceed 70% by 2025 [20]. - In 2023, sales of smart connected passenger vehicles with combined assistance features reached 9.953 million units, achieving a market penetration rate of 47.3% [20]. Technological Advancements - The article highlights the ongoing development of higher-level autonomous driving technologies, with L2 and above expected to penetrate mid-range vehicles, while L3 and higher are still in testing phases [20]. - The establishment of a national standard system for vehicle connectivity is underway, with goals set for 2025 and 2030 to support the development of autonomous driving capabilities [12][11]. Safety and Regulatory Measures - Recent guidelines have been issued to enhance the management of smart connected vehicle production, including data security, software upgrades, and product recalls [10][17]. - The government is focusing on creating a robust regulatory framework to ensure the safety and reliability of smart connected vehicles as they move towards commercialization [14][17].