自即日起，一汽-大众将召回2023年12月13日至2024年2月6日期间生产的部分ID.7 VIZZION汽车，共计187辆。此次召回原因是车辆的副驾驶安全气囊气体发 生器过滤网尺寸存在偏差。若车辆发生事故触发副驾驶安全气囊，可能导致过滤网破损，气囊无法正常展开，无法发挥预期保护作用，增加乘员受伤风险， 存在安全隐患。一汽-大众将委托授权经销商，为召回车辆免费更换改进后的副驾驶安全气囊，以消除隐患。 近日，一汽-大众汽车有限公司（以下简称"一汽-大众"）依据《缺陷汽车产品召回管理条例》及其实施办法，向国家市场监督管理总局备案召回计划。 在销量方面，目前的一汽-大众正面临着一些挑战。去年，主流合资市场新车累计零售629.9万辆，同比下滑15.7%，德系品牌销量占比超六成，同比下滑 9%。一汽-大众虽处合资品牌头部，但压力明显。2019 – 2021年其还稳居国内车市销量冠军，2022年却被比亚迪反超。今年9月，一汽-大众（不含进口）批 发量为14.3万辆，同比下滑3.8%，排在合资车企第一、总榜第五。 今年10月，一汽-大众实现整车销量13.9万辆（含进口车），燃油车市场份额同比提升。根据规划，未来5年一汽-大 ...

Core Points - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. have filed a recall plan with the State Administration for Market Regulation in accordance with the regulations on defective automotive products [1] Group 1: Recall Details - Recall number S2025M0175V includes a total of 60,604 vehicles, including specific models of imported 4 Series, 5 Series, 6 Series, 7 Series, X4, X5, X6, and Z4, produced between June 16, 2020, and December 15, 2020 [2] - Recall number S2025M0176V involves 58,533 domestically produced 3 Series vehicles manufactured between October 9, 2018, and May 14, 2020 [2] Group 2: Safety Concerns - The recalled vehicles have a design flaw where the starter relay lacks adequate waterproofing, which may lead to water ingress during flooding, causing circuit corrosion and potential electrical short circuits [3] - In extreme cases, this issue could result in localized overheating of the starter, posing a fire risk [3] - BMW (China) Automotive Trade Co., Ltd. and Brilliance BMW Automotive Ltd. will provide free replacement of the improved starter for the affected vehicles to eliminate safety hazards [3]

Core Viewpoint - The article discusses the recent recall of 11,411 MEGA vehicles by Li Auto due to a cooling liquid issue that poses safety risks, highlighting the financial implications and the company's response to the incident [4][5][8]. Group 1: Incident Overview - Li Auto announced a recall of 11,411 MEGA vehicles due to insufficient corrosion resistance of the cooling liquid, which could lead to safety hazards under specific conditions [5][11]. - The estimated cost of the recall is around 2 billion yuan, with each vehicle's recall cost projected at approximately 180,000 yuan [6][17]. - The company has committed to providing free replacements for the cooling liquid, power battery, and front motor controller for affected vehicle owners [4][17]. Group 2: Technical Analysis - The cooling liquid, composed of antifreeze and corrosion inhibitors, is critical for the thermal management of the power battery system [12]. - Experts suggest that the corrosion of the battery cooling plate could lead to leakage and short circuits, raising concerns about the design and material quality of the cooling system [12][13]. - Li Auto's management has acknowledged the need for further investigation and independent testing to confirm the root cause of the fire incidents [16][18]. Group 3: Market Impact - Following the incident, Li Auto's market value rebounded to approximately 170 billion HKD, with a reduction in the overall impact of the event on the company's valuation [8]. - The MEGA model had previously shown strong sales performance, with over 25,817 units delivered by the end of September, generating significant revenue for the company [40][42]. - The incident has raised concerns among consumers regarding the safety of electric vehicles, particularly in the MPV segment, where safety is a critical purchasing factor [46][47]. Group 4: Company Response and Future Outlook - Li Auto's swift response to the recall has garnered public praise, although some customers remain apprehensive about the safety of their vehicles [18][47]. - The company has emphasized its commitment to ensuring no further incidents occur and plans to enhance its testing and verification processes for chemical materials used in vehicle components [26][48]. - The incident has disrupted the upward momentum of the MEGA model, which had been gaining traction in the market, and could impact the sales of Li Auto's upcoming electric vehicle models [43][46].

Group 1 - Toyota announced a large-scale recall in the U.S. involving 1.02 million vehicles due to a software defect in the rearview camera that may freeze or go black while reversing, increasing collision risk [2] - The recall affects various popular models from Toyota and Lexus, including Camry, Highlander, RAV4, Prius, and several Lexus models, as well as the Subaru Solterra due to a shared monitoring system [2] - This is not the first recall for Toyota related to rearview camera issues, as a previous recall last month involved nearly 394,000 vehicles [2] Group 2 - For the second quarter of fiscal year 2026, Toyota reported a sales revenue of 12.38 trillion yen (approximately 573.92 billion yuan), an 8.2% year-on-year increase [3] - Operating profit was 839.55 billion yen (approximately 38.92 billion yuan), a significant decline of 27% year-on-year, while net profit reached 932.08 billion yen (approximately 43.21 billion yuan), a 62% increase year-on-year [3] - North America showed a 15% increase in sales, while Asia and Japan experienced declines; Toyota remains optimistic about the overall performance for fiscal year 2026 and has raised its annual forecasts for global vehicle sales, operating profit, net profit, and sales revenue [3]

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to insufficient coolant corrosion resistance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase, with 89 recalls for new energy vehicles affecting 4.491 million units, marking a 180.1% increase [1]. - New car manufacturers previously maintained a "zero recall" record to protect their brand image, but this was not due to the absence of defects, as issues may have been "invisibly handled" [1]. Group 2: Regulatory Changes - Stricter regulations are being enforced, making "invisible handling" of defects increasingly untenable. A draft notice from the market regulatory authority and the Ministry of Industry and Information Technology requires companies to strictly manage OTA upgrade filings and prohibits the use of unverified software to conceal defects [1]. Group 3: Industry Response - New car manufacturers are urged to abandon the pursuit of a "zero recall" image and adopt a more responsible approach similar to established European and American car companies, recognizing that recalls are not a brand blemish but a new starting point for reducing safety risks [2]. - Companies that transparently address product vulnerabilities will be better positioned to earn long-term consumer trust as market dynamics shift [2].

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, as Li Auto announced a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to coolant corrosion performance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase. Among these, 89 recalls involved new energy vehicles, affecting 4.491 million units, marking a 180.1% increase year-on-year [1]. - The "zero recall" status of new car manufacturers was not due to the absence of defects but rather the potential "invisible handling" of issues. With stricter regulations and increasing sales, this approach is becoming less viable [1]. Group 2: Regulatory Changes - In August, the State Administration for Market Regulation and the Ministry of Industry and Information Technology drafted a notice to strengthen the supervision and management of recalls for intelligent connected new energy vehicles, requiring companies to strictly manage OTA upgrade filings and prohibiting the concealment of defects through unverified software [1]. Group 3: Industry Responsibility - New car manufacturers need to abandon the pursuit of a "zero recall" image and embrace the responsibility of normalizing recalls, similar to established European and American car manufacturers. Recalls should be viewed as a new starting point for reducing safety hazards rather than a blemish on the brand [2].

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to insufficient coolant corrosion resistance [1][2]. Group 1: Recall Trends - In 2024, there were 233 automotive recalls in China, involving 11.237 million vehicles, a year-on-year increase of 67% [1]. - Among these, 89 recalls involved new energy vehicles, affecting 4.491 million units, marking a significant year-on-year increase of 180.1% [1]. - Prior to this, new car manufacturers had maintained a "zero recall" record, which was more about avoiding brand damage than the absence of defects [1]. Group 2: Regulatory Changes - The tightening of regulations and the increase in vehicle sales have made "invisible handling" of defects increasingly untenable [1]. - A joint draft notification by the State Administration for Market Regulation and the Ministry of Industry and Information Technology emphasizes the need for strict OTA upgrade management and prohibits the concealment of defects through unverified software updates [1]. Group 3: Industry Response - Following Li Auto's recall, other new car manufacturers like Xiaomi and XPeng have also initiated recalls, indicating a shift towards normalizing recalls in the industry [2]. - Xiaomi recalled 116,900 units of the SU7 standard version due to safety issues with the assisted driving function, while XPeng recalled 47,490 units of the P7+ due to potential safety hazards from faulty sensor wiring [2]. - The industry is encouraged to abandon the pursuit of a "zero recall" image and instead embrace the responsibility of regular recalls as a means to enhance consumer trust [2].

Core Insights - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to insufficient coolant corrosion resistance, posing safety risks [1] - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase, with 89 recalls for new energy vehicles affecting 4.491 million units, marking a 180.1% increase [1] - The shift towards recalls among new car manufacturers indicates a move away from "invisible handling" of defects, driven by stricter regulations and increasing sales [1] Industry Trends - The trend of collective recalls among new car manufacturers is emerging, as seen with Xiaomi recalling 116,900 units of the SU7 standard version and XPeng recalling 47,490 units of the P7+ due to safety concerns [2] - New car manufacturers are encouraged to abandon the pursuit of a "zero recall" image and adopt a more transparent approach to recalls, similar to established European and American car companies [2] - Emphasizing recalls as a new starting point for reducing safety risks can help build long-term consumer trust, especially as market dynamics change [2]

Core Viewpoint - The recent proactive recall by Li Auto has drawn industry attention, highlighting the importance of safety and quality control in the automotive sector [2][4]. Group 1: Recall Details - On October 31, Li Auto announced a recall of 11,411 Li MEGA vehicles produced between February 18, 2024, and December 27, 2024, due to insufficient corrosion resistance of the coolant [2]. - The company will replace the power batteries and related equipment for the recalled vehicles free of charge and will conduct safety inspections on the same batch of vehicles [2]. Group 2: Industry Context - The automotive recall system in China has evolved since its establishment in 2004, becoming more comprehensive and effective, particularly with the rise of new energy vehicles and smart technologies [3]. - In the past five years, the average annual number of recalls in China has reached 216, with over 7.59 million vehicles recalled, indicating that recalls have become a normalized practice in the industry [3]. Group 3: Perception and Responsibility - The perception that recalls indicate a quality crisis is outdated; instead, recalls are a routine part of a mature automotive industry [4]. - Proactive recalls reflect a company's internal risk control capabilities and a commitment to long-term brand trust, as they demonstrate transparency and responsibility [4][5]. Group 4: Consumer Trust and Safety Standards - Consumers expect not just functionality but also trust in the safety of their vehicles, making recalls a critical aspect of quality assurance [3][5]. - The normalization of recalls is essential for continuous improvement of safety standards and supports the high-quality development of the automotive industry [5].

Core Viewpoint - Li Auto announced a recall of 11,411 units of the Li MEGA model due to insufficient coolant corrosion resistance, offering free replacement of power batteries and related equipment for affected owners [1] Group 1: Recall Context and Industry Implications - The automotive industry is characterized by its complexity, with each vehicle containing thousands of components across various systems, making recalls a crucial method for balancing safety, industry development, and consumer rights [1] - The recall system in China has evolved since its establishment in 2004, now forming a comprehensive framework that includes legal, technical, regulatory, and execution aspects [1] - In the past five years, the average annual number of vehicle recalls in China has reached 216, totaling over 7.59 million vehicles, indicating that recalls have become a normalized practice [2] Group 2: Quality Management and Consumer Trust - Recalls reflect a proactive approach to risk management, demonstrating that companies have established robust quality monitoring systems capable of identifying and addressing issues before they escalate [2] - The automotive industry emphasizes systemic safety, where consumers are purchasing not just functionality but also trust in the brand [2] - Proactive recalls are indicative of a company's internal risk control capabilities and long-term brand management strategy, where transparency and responsibility are foundational to consumer trust [2][3] Group 3: Regulatory Compliance and Industry Maturity - New energy vehicle companies are adapting to the regulatory environment by viewing recalls as part of quality management rather than merely public relations events [3] - The notion that recalls equate to quality crises is outdated; instead, they are a routine aspect of a mature automotive industry [2][5] - The frequency of recalls should be viewed through a governance lens, reflecting a company's ability to identify and resolve issues efficiently [5] Group 4: Safety Standards and Industry Evolution - Safety in the automotive sector is defined by absolute standards rather than cost-effectiveness, with proactive recalls being more trustworthy than a zero-recall approach [4] - The normalization of recalls is essential for the continuous upgrade of safety standards and the steady pace of innovation within the industry [5] - Recalls serve as a core metric for industry maturity and are vital for driving technological iteration and building a trust-based ecosystem [5]