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拥抱万亿级消费大市场,汽车产业迎广阔新机遇
Xin Hua She· 2025-11-30 08:19
如何挖掘更大汽车消费空间?实施方案明确,增强供给与需求的适配性,进一步释放消费潜力。例如, 聚焦智能网联新能源汽车等重点行业,打造百个标志性产品、百家创新企业和一批可体验可推广的新产 品首用场景样板;鼓励新能源汽车等领域绿色低碳消费;支持企业深入农村开展新能源汽车下乡活动 等。 "适配,就是消费品生产供给端主动适应消费趋势变化,从产品设计开始就精准匹配多元消费需求,实 现供给和需求的双向奔赴。"工业和信息化部副部长谢远生说,要实现生产和消费从量到质的转变,让 企业从生产更多向生产更对、生产更好转变,以高质量供给激发和满足各类消费需求。 最近几年,人们的一个直观感受是,身边的新能源汽车越来越多了。 从2020年的140万辆左右跃升到2024年的1300多万辆,我国新能源汽车产量实现跨越式增长,市场规模 也同步扩容,大概翻了三番多。最新数据显示,2025年10月份,新能源汽车新车销量达到汽车新车总销 量的51.6%,占有率首次过半。 面对不断增长和日趋多元的汽车消费需求,供给端的提质升级也迈出新步伐。 目前,我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整智能网联汽车产业体系,大算力芯 片、多模态感知、智能 ...
人才缺口超百万!智能网联汽车被明确列为“万亿消费领域”
Xin Lang Cai Jing· 2025-11-29 11:14
华夏时报记者 刘诗萌 重庆摄影报道 今年最炙手可热的赛道智能网联汽车,即将冲刺万亿级消费。 近日,工信部等六部门联合发布《关于增强消费品供需适配性进一步促进消费的实施方案》(下称《方案》), 提出了到2027年形成3个万亿级消费领域和10个千亿级消费热点的目标。工业和信息化部副部长谢远生在国新办发 布会上明确,3个万亿级消费领域为老年用品、智能网联汽车和消费电子。 在全球汽车产业正经历"电动化、智能化、网联化"深度变革的背景下,今年1—7月,我国具备组合驾驶辅助功能 (L2级)的乘用车新车累计销量775.99万辆,渗透率达62.58%。与此同时,新能源和智能网联汽车"百万人才缺 口"也成为行业热烈讨论的话题。 "目前智能网联汽车企业端的发展非常迅速,教育端的人才培养确实一定程度上出现了跟不上技术端、产业端的发 展的倾向。"11月27日,在第三届全国工业和信息化技术技能大赛决赛期间,智能网联新能源汽车赛项专家组组 长、湖南汽车工程职业大学校长尹万建向《华夏时报》记者表示,相关统计数据显示,包括新能源智能网联汽车 的制造和服务端的全口径人才缺口约为103万。但是目前院校端只开设了智能网联汽车、新能源汽车技术和新能 ...
深圳:“海陆空铁”一体化的超级流量端口
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-28 04:51
2025年是深圳经济特区建立45周年。45年来,深圳致力于打造具有全球辐射力的国际性综合交通枢纽。 空港、海港、高铁站等一个个超级交通枢纽,通过高效衔接,构成了一个有机协同、无缝链接的超级系 统,更形成了"海陆空铁"一体化的超级流量端口。 走在前列 10余项成绩国内首创及行业领先 作为中国特色社会主义先行示范区、粤港澳大湾区核心引擎城市,深圳持续推进交通强国、国际性综合 交通枢纽城市、国际枢纽海港、国际航空枢纽、综合立体交通网建设,面向对外辐射、区域联通、城市 便捷、绿色安全等多个维度持续发力,取得了10余项国内首创、行业领先的成绩,肩负多项国家重要发 展定位与使命,有力支撑国家重大战略落地。 到2030年,深圳将基本建成国际性综合交通枢纽城市和具有全球重要影响力的物流中心,综合交通发展 水平进入全球先进行列,助力深圳加快打造更具全球影响力的经济中心城市和现代化国际大都市。 一组数据彰显了深圳交通领域的勇于担当及敢于创新: 2021年在全球率先实现公交车、出租车100%纯电动化;2021年出台全国首部智能网联汽车法规《深圳 经济特区智能网联汽车管理条例》;2023年妈湾港建成粤港澳大湾区第一个5G智慧港口;2 ...
推动“车路云一体化” 成渝10家企业发布一致行动
Si Chuan Ri Bao· 2025-11-27 23:41
本报讯(四川日报全媒体记者 薛维睿)近日,2025国际车联网技术大会在成都市龙泉驿区举行。 本次大会汇聚国内外行业专家及企业代表,聚焦智能网联汽车、低空经济、"车路云一体化"、绿 色低碳四大前沿领域,通过主旨报告、专题会议、成果发布等多元活动,打造技术交流与产业协 同平台。 活动现场,中国汽研、西部智联、招商智行、云控智行、北斗智联5家重庆企业以及一汽-大众、 蜀道集团、犀重汽车、信通院、智能网联公司5家成都企业共同发布"成渝双城车路云一体化一致 行动"。 当天,由中国通信学会与中国信息通信研究院共同编制的2025年车联网蓝皮书发布,在"技术创新 牵引""深化跨界融合""健全标准法规"三方面提出前瞻性展望与建议。 作为国家首批"车路云一体化"应用试点城市,成都已构建起协同的车城网,完成超4000个路口红 绿灯信号机联网,累计开放680公里测试道路,发放110张测试及示范应用牌照,测试里程超200万 公里。 成都以智能网联汽车先行区为基石,构建"智慧的车、聪明的路、协同的云"融合生态;重庆依托 独特的山地城市场景与工业体系优势,塑造"车路云一体化"新范式。两地将秉持"标准统一、数据 共享、场景互通、产业共兴"四 ...
2025年Automechanika Shanghai以创纪录规模盛大开幕
Zhong Guo Qi Che Bao Wang· 2025-11-26 15:43
11月26日,2025上海国际汽车零配件、维修检测诊断设备及服务用品展览会(Automechanika Shanghai)隆重开幕。 本届展会参展企业数量达到7465家,来自44个国家及地区,展商数量同比增长10%。同时,展会面积扩容9%,达383000平方米,并首次启用国家会展 中心(上海)全部15个展馆,各项纪录皆创历届之最。今年展会的国内及国际参与度均显著提升,吸引15个国家及地区展团,以及众多国内重要汽车产业基 地的代表性地方展团,共同构筑集市场推广、商贸服务、信息交流与产业教育于一体的全球性专业服务平台。 在上午举行的开幕式上,中国机械国际合作股份有限公司董事长张力女士表示,二十多年来,中机国际与法兰克福展览公司精诚合作,将 Automechanika Shanghai打造为汇聚行业智慧、驱动技术创新、促进全球产业链共通共融的重要平台。我们携手各方合作伙伴,深耕产业发展,坚持专业立 展、国际化办展、品牌强展,不断促进展会价值更深赋能,助力全球合作更进一步,推动展会影响更上层楼。 法兰克福展览(香港)有限公司总经理周劭阑女士表示:"作为推动全球汽车产业协同发展的重要平台价值,Automechanika ...
【快讯】每日快讯(2025年11月25日)
乘联分会· 2025-11-25 09:01
Domestic News - The Ministry of Transport emphasizes accelerating the safe and orderly development of the low-altitude economy and high-quality development of the car rental industry [6] - Hebei Province is implementing an industrial innovation project to accelerate the cultivation of industries such as intelligent connected vehicles [7] - FAW Toyota has launched the IT'S TiME 3.0 technology brand, introducing new models with advanced intelligent driving and safety systems [8] - BYD and Midea Group have signed a strategic cooperation agreement to create a smart ecosystem covering "people-vehicle-home" [9] - Avita Technology and Fuyou University have signed a strategic cooperation agreement to enhance collaboration in research and development [11] - Pony.ai and Sunshine Travel have established a strategic partnership to promote autonomous driving services in major cities [12] - The world's first right-hand drive replaceable electric taxi, Hongqi E-QM5, has been launched in Hong Kong, marking a new era for electric public transport [13] - CATL and Yibin have signed a strategic cooperation agreement to build a "zero-carbon Yibin" [14] International News - The U.S. has launched the "Genesis Mission" to accelerate research and development in artificial intelligence [15] - New car sales in Europe increased by 4.9% in October, indicating a potential positive growth trend in the automotive market [16] - NVIDIA has open-sourced the ACCV-Lab, an autonomous driving training acceleration toolkit [17] - Stellantis is increasing the production of Citroën models due to higher-than-expected market demand [18] Commercial Vehicles - China has led the development of the global technical regulation on the durability of electric heavy vehicle batteries, which has been officially implemented [19] - KAVO Group and Yuanda Juhua have reached a strategic cooperation agreement to establish a green technology logistics company [21] - Changan Kaicheng is collaborating with JD.com to promote the intelligence of commercial vehicles [22] - Scania has launched the NEXT ERA model, marking a significant development in the Chinese market [23]
一线调研:“汽车皖军”何以集群成势
Zhong Guo Qing Nian Bao· 2025-11-24 23:14
近日,中青报·中青网记者走进位于合肥的江淮与华为联合打造的尊界超级工厂,这里没有传统工厂的 喧嚣与密集,1800多台智能机器人配合默契,冲压、焊装、涂装、总装车间均实现了自动化与数字化。 同一时间,在安徽芜湖,奇瑞汽车旗下纵横首款越野车型G700完成了极限挑战——从芜湖境内的长江 水域黑沙洲渡口下水启航,耗时22分钟,抵达南垄汽渡渡口,总航程1480米,展示国产汽车在电动化、 网联化、智能化、共享化等前瞻领域以及密封技术方面的最新成果。 并非汽车传统产业重镇的安徽,异军突起。2025年以来,安徽汽车、新能源汽车产量双双位居全国第 一,实现历史性突破。1-8月,全省汽车产量达206万辆,其中,新能源汽车102.39万辆。根据合肥海关 发布数据,1-8月,安徽出口汽车(含底盘)66.9万辆,同比增长14%。 是什么支撑起安徽汽车产业的高质量发展? 位于合肥肥东县 的中科全速智能科技有限公司充电桩装配车间。中青报·中青网记者 王海涵/摄 这两个场景是安徽汽车产业高质量发展的一个缩影。 近年来,安徽以"一盘棋"思路优化汽车产业布局,构建"合肥-芜湖"双核联动、其他城市多点支撑的一 体化发展格局,形成了一条逐渐完善的全 ...
【快讯】每日快讯(2025年11月24日)
乘联分会· 2025-11-24 12:50
Domestic News - The semiconductor industry in China is undergoing a new transformation driven by markets such as artificial intelligence, intelligent connected vehicles, and quantum computing, requiring higher chip performance, energy efficiency, and reliability [6] - Great Wall Motors launched the VLA advanced driving model, emphasizing its capabilities in understanding commands, recognizing unseen dangers, reasoning, and building trust [7] - Xiaomi introduced the MiMo-Embodied model, the first to integrate autonomous driving and embodied intelligence, showcasing significant advancements in unified modeling across these fields [8] - Avita officially entered the Latin American market, launching the Avita 11 in Brazil with support from local automotive giant CAOA Group [9] - Changan Automobile announced its entry into the Indonesian market, introducing models Deepal S07 and Lumin, and establishing a strategic partnership with Indomobil Group for local operations [11] - Wuling's Bingguo model has begun pre-sales in Malaysia, with two versions offering different battery capacities and ranges, set to officially launch in December [12] - The first large-capacity all-solid-state battery production line in China has been established, capable of producing batteries with energy density nearly double that of traditional lithium-ion batteries, significantly enhancing electric vehicle range [13] - China FAW Group made a strategic investment exceeding 3.6 billion yuan in Zhuoyue Technology, which will continue to operate independently while benefiting from FAW's resources [14] International News - The UK government announced an additional £1.3 billion (approximately 12.11 billion yuan) in electric vehicle subsidies and £200 million (approximately 1.86 billion yuan) to accelerate charging infrastructure, promoting the transition to zero-emission vehicles [15] - The UAE plans to invest $1 billion to expand AI infrastructure in Africa, aiming to enhance its influence and support various sectors including education and agriculture [16] - Tesla has begun rolling out its Full Self-Driving (FSD) software in South Korea, marking its availability in seven countries [17] - General Motors plans to invest approximately $550 million to expand automotive production in the U.S., focusing on increasing output at two facilities in Michigan and Ohio [18] Commercial Vehicles - CATL and SAIC Commercial Vehicle announced a deep strategic partnership, implementing a battery swap model that integrates autonomous driving to enhance logistics efficiency [19] - Foton's Aoling Zhiluan EL cold region version was launched, addressing common challenges faced by electric light truck users in northern regions [20] - Foton introduced the Tunland V7 and V9 pickups in South Africa, marking a significant step in its localized strategy and commitment to the African market [21] - Weichai's new generation light truck, the Blue Whale X7, was launched in Chongqing, designed to meet the unique transportation challenges of the mountainous region [22]
交付模式即将启动 大众品牌首批新一代油电混车型亮相
Jing Ji Guan Cha Wang· 2025-11-24 09:47
(作者 刘晓林) 全新探岳L插电式混合动力车型则以探岳L为基础,在动力系统、科技配置及外观设计方面进行了升级,采用1.5 T发动机和新一代高压电池的动力组合。一 汽-大众同时发布了新的"五年计划":到2029年,一汽-大众大众品牌将推出17款全新车型,其中14款新能源车型,将基于全新平台,覆盖A级到B+级市场, 燃油车也将持续换新升级,夯实油车标杆。 此外,大众汽车在广州车展上还展示了前瞻概念车型ID. EVO、ID. ERA和ID. AURA。这三款车在今年4月的上海车展上已经亮过相,分别隶属于大众三家 合资公司——大众安徽、上汽大众和一汽-大众。 上汽大众在车展上宣布,将以ID.ERA作为新能源产品序列之名,2026年起,多款ID. ERA车型将投放市场,正式跨入品牌、技术和体验的全面焕新升级。其 中,ID. ERA新序列的第一款产品将基于本次车展展出的ID. ERA概念车打造,成为大众首款9系车型,定位"德系满级旗舰增程SUV"。 此外,作为大众在华最年轻的合资车企,大众安徽也将在2026年迎来产品大年。今年4月,大众安徽首款产品与众06正式上市,该车虽未热销,但也刷了一 定的"存在感"。今年10月,金 ...
启明信息-中国一汽控股上市公司集体业绩说明会问答实录
Quan Jing Wang· 2025-11-24 07:54
Core Viewpoint - The company held a performance briefing on November 21, 2025, where it engaged with investors, addressing various inquiries about its business operations and future strategies [1]. Group 1: Business Performance - The company reported a significant increase in quarterly revenue, reaching 15.917 billion yuan, a year-on-year growth of 77.91% [4]. - The net profit attributable to shareholders was approximately 352 million yuan, a staggering increase of 525.14% compared to the same period last year [4]. - The company acknowledged that most of its revenue comes from the parent group, and there were concerns about the decline in revenue despite the parent company's growth [6]. Group 2: Strategic Direction - The company is actively pursuing the smart connected vehicle sector and has received recognition for its project in this area, indicating ongoing efforts to transform and expand its market presence [2]. - There are ongoing discussions about the company's capital service projects, but no specific future direction was disclosed, emphasizing the need to monitor official announcements for updates [2]. - The company is focusing on enhancing its core competitiveness through AI and data applications, although there are questions regarding the tangible outcomes of these investments [4]. Group 3: Market Position and Challenges - The company’s stock performance has lagged behind the Shenzhen index by 25% this year, prompting inquiries about the reasons for this underperformance and future market strategies [4]. - There has been a notable increase in inventory, indicating a backlog of undelivered projects, raising concerns about the company's project delivery timelines [5]. - The company is exploring external market opportunities and partnerships, particularly in the vehicle networking sector, but specific agreements or market share changes were not detailed [6][7].