以"再造豪华"之名，9月29日，极氪旗下定位全球超豪华SUV新旗舰的极氪9X在上海宣告上市，与极氪009组成的"双旗舰"，准备开启中国豪华旗 舰新时代。 "极氪的定位就是要用极致的技术来驱动科技豪华的品牌，技术要做一定要做到极致。"淦家阅在发布会后接受专访时表示，"我们在研发上不设预 算上限，只要有好的东西我们就大胆投，只要有顶尖的技术我们就全力去研发、攻坚，为客户创造最好的技术，来支撑品牌向上。" 据其介绍，极氪成立四年来已实现180余项首发科技成果，是首发技术最多的中国豪华品牌，也是唯一实现覆盖全球五大洲交付的中国豪华品牌。 除了技术，极氪9X还以其原创设计而自豪。据悉，新车以全球最大一体式格栅、智能投影大灯与电动天地门等原创旗舰设计，准备重塑新能源时 代的旗舰审美。 走进车内，3㎡座舱面积、人均超过1㎡，配合4.2㎡座舱采光面积，也让极氪9X成为移动的全景大平层。每排乘员都拥有尊享座位：第一排有主动 支撑的黄金驾驶席，二排两把行云座椅，三排视野通透可对坐。此外， 以五项NVH认证的静谧座舱为基石，配备3868瓦Naim音响与17英寸3K飞 翼屏，带来影院级视听沉浸体验。 据悉，新车共推出四个版型，官方零 ...

Core Viewpoint - The launch of the Lantu Taishan marks a significant milestone for Lantu Automotive, showcasing its commitment to creating a competitive product lineup in the high-end luxury market, integrating Eastern aesthetics with advanced technology and fashion art [1][5][17]. Product Launch and Features - The Lantu Taishan was unveiled at the "2025 Lantu Automotive Era Fashion Night" in Shanghai, featuring a top-tier fashion show format and officially opening for reservations with promotional offers [1][3]. - The Taishan is part of a "three-flagship" matrix that includes Lantu Zhaiguang L and Lantu Dreamer, completing the brand's product layout across sedan, MPV, and SUV categories [3][5]. Design and Cultural Significance - The design of the Lantu Taishan draws inspiration from Chinese landscapes and architecture, aiming to redefine "Chinese luxury" with a flowing artistic form [10]. - The name "Taishan" symbolizes a deep spiritual connection between the brand and its users, reflecting respect for the backbone of the new era in China [8]. Technological Advancements - The Lantu Taishan is the first Chinese 800V intelligent super hybrid SUV, featuring the Lanhai intelligent super hybrid power system, which includes a 65kWh battery and offers a CLTC pure electric range of 370 km and a comprehensive range exceeding 1400 km [13]. - It incorporates advanced intelligent features, including Huawei's top-tier smart solutions, enabling L3-level intelligent driving assistance and a highly interconnected user experience [11][13]. Driving Experience and Comfort - The vehicle features an industry-first three-chamber air suspension system and a 16° rear-wheel steering system, enhancing driving comfort and maneuverability [14]. - The interior is equipped with AI adaptive zero-gravity seats, providing a customized seating experience for passengers [14]. Market Positioning and Brand Strategy - The launch of the Lantu Taishan is seen as a transformative step for the brand, aiming to redefine luxury standards by focusing on user needs and advanced technology rather than merely luxury materials [15][17]. - The introduction of the Taishan signifies that Chinese brands can create globally competitive luxury products, showcasing advancements in core technology and brand value [17][19].

华为全栈技术铸就"科技豪华" 重新定义市场标准 在传统豪华品牌牢牢掌控的50万级以上市场中，问界M9仅用不到两年，就完成了一场令人瞩目的颠 覆：上市即巅峰，18个月稳居50万以上市场销量冠军、累计交付突破24万辆、50万以上新能源市场份额 超过70%。 这一冲击波如此强烈，以至于越来越多的传统豪车经销商主动转向鸿蒙智行。 难怪不少网友感叹："不是大家不买豪华车了，是在问界M9面前，真没理由再犹豫了。" 01 问界M9之所以能迅速占领市场，核心在于它并非在传统赛道上追赶，而是借助华为全栈智能科技，树 立了一种超越传统、面向未来的"科技豪华"新范式。 传统豪华品牌仍在津津乐道地推销发动机排量、真皮座椅面积和桃木饰纹时，问界M9的用户已经在日 常体验流畅便捷的智能座舱、安全丝滑的辅助驾驶，以及"车机手机联动"的全场景智慧生活。 这种代差般的体验优势，直接动摇了传统豪车用户的忠诚度。 一位鸿蒙智行门店销售人员透露："如今进店咨询问界M9的客户，超一半是传统豪车车主。他们最常问 的不是'这车够不够豪华'，而是'辅助驾驶能达到什么水平'、'车机系统多久更新一次'。" 科方得智库研究负责人张新原分析道，原先选择传统豪车的用 ...

在传统豪华品牌牢牢掌控的50万级以上市场中，问界M9仅用不到两年，就完成了一场令人瞩目的颠覆：上市即巅峰，18个月稳居50万以上市场销量冠 军、累计交付突破24万辆、50万以上新能源市场份额超过70%。 这一冲击波如此强烈，以至于越来越多的传统豪车经销商主动转向鸿蒙智行。 难怪不少网友感叹："不是大家不买豪华车了，是在问界M9面前，真没理由再犹豫了。" 01 华为全栈技术铸就"科技豪华" 重新定义市场标准 问界M9之所以能迅速占领市场，核心在于它并非在传统赛道上追赶，而是借助华为全栈智能科技，树立了一种超越传统、面向未来的"科技豪华"新范 式。 传统豪华品牌仍在津津乐道地推销发动机排量、真皮座椅面积和桃木饰纹时，问界M9的用户已经在日常体验流畅便捷的智能座舱、安全丝滑的辅助驾 驶，以及"车机手机联动"的全场景智慧生活。 这种代差般的体验优势，直接动摇了传统豪车用户的忠诚度。 一位鸿蒙智行门店销售人员透露："如今进店咨询问界M9的客户，超一半是传统豪车车主。他们最常问的不是'这车够不够豪华'，而是'辅助驾驶能达到什 么水平'、'车机系统多久更新一次'。" 科方得智库研究负责人张新原分析道，原先选择传统豪车的用户 ...

问界M9的标杆效应， 正在重塑中国高端汽车市场格局。 打破市场质疑的最佳证据，就是实力。 自上市至今，问界M9以搅局者姿态攻向豪华车腹地，如今已经牢牢占据50万元以上汽车销量冠军位置。不仅成为国产品牌冲锋高端化的有力代表，也让自 主品牌在豪华车市场，站稳脚跟，成为稳定的一极力量。 数据列出了一连串的成绩勋章： 9月23日，鸿蒙智行官方微博宣布，问界M9已经累计交付突破24万辆，18个月稳居50万元以上价位段销量榜首。在每售出10台50万元以上新能源车型中，就 有7台为问界M9。 问界M9连续8个月蝉联大型SUV保值率第一，连续两期新能源全车型用户净推荐值第一。在多维测评中，其魅力指数、健康指数、安全及智能表现均广受认 可，进一步巩固了中国高端智能汽车价值标杆地位。 这些成绩的取得，几乎让中国汽车品牌在豪华车市，拨云见日，蹚出也快速验证了一条进击路径，那就是科技豪华。国家技术崛起的大时代下，问界M9成 了中国技术和产业兴盛的准确投射。 鸿蒙智行没有放松脚步，问界M9还在技术和产品上继续进化。 9月23日，问界M9发布"银境紫"新色，为都市年轻精英量身定制，尤其贴合女性用户对时尚表达与个性魅力的追求。 此外，鸿蒙 ...

Core Insights - The AITO M9 has captured 70% of the market share for new energy vehicles priced above 500,000 yuan in China, significantly impacting the sales of traditional luxury brands like BMW, Mercedes-Benz, and Audi, which have all seen declines of over 10% in sales [1][3] - The decline in profit margins for these luxury brands, such as BMW's net profit margin dropping by 26% year-on-year in Q1, is attributed to weakened product competitiveness and increased pressure from the AITO M9's advanced features [1][3] - The AITO M9 is not only dominating sales but is also reshaping consumer perceptions of luxury vehicles, positioning itself as the default choice for consumers in the high-end market [3][7] Market Dynamics - In 2022, traditional luxury brands held a 93.5% market share in the luxury car segment, but the launch of the AITO M9 marked a turning point, challenging the status quo and redefining consumer expectations [3][7] - The AITO M9's success is driven by its advanced technology, such as the HarmonyOS cockpit and intelligent driving features, which appeal to consumers seeking a modern luxury experience [12][13] - The vehicle's strong performance in resale value and customer recommendation ratings further solidifies its position in the market, indicating a shift in brand perception towards AITO [7][15] Brand Strategy - The recent launch of the new "Silver Purple" exterior color aims to attract younger consumers, enhancing the AITO M9's appeal as a symbol of individuality and taste [10][12] - The AITO M9 continues to innovate with over 50 new features introduced, reinforcing its status as a technology flagship and expanding its competitive edge in the luxury vehicle market [12][13] - The brand's strategy focuses on creating a closed-loop logic of sustained sales and continuous evolution, which not only benefits the AITO M9 but also enhances the overall brand equity of AITO [13][15]

Core Viewpoint - The automotive industry in China is experiencing rapid growth, with a focus on smart and high-end vehicles, prompting companies like JAC Motors to significantly increase R&D investments despite short-term revenue pressures [2][12]. Group 1: R&D Investment and Financial Performance - JAC Motors reported a 34.47% increase in R&D investment in the first half of 2025, amounting to 2.216 billion yuan, which represents 11.44% of its revenue [2][4]. - The company's revenue showed a slight decline, indicating that the increased R&D spending is part of a strategic transformation rather than a sign of operational weakness [2][12]. - JAC Motors' sales in various segments, including over 36,000 pickups and more than 9,200 new energy light trucks, demonstrate resilience amid market challenges [2]. Group 2: Strategic Partnerships and Technological Advancements - The collaboration with Huawei has been pivotal, leading to the establishment of a comprehensive ecosystem that integrates R&D, manufacturing, supply chain, and organizational transformation [5][7]. - JAC Motors has formed a dedicated team of over 5,000 for the "Zun Jie" project and has set up a research center in Shanghai, partnering with top universities for advanced technology development [5][7]. - The launch of the Zun Jie S800 model has been successful, with over 12,000 orders within 87 days, reflecting market acceptance of the JAC-Huawei technology partnership [2][9]. Group 3: Future Outlook and Strategic Goals - JAC Motors aims to achieve a revenue target of 100 billion yuan by focusing on high-quality development and enhancing user experience in its product offerings [9][10]. - The company is committed to strengthening its core competencies in vehicle integration, user experience, green technologies, and smart manufacturing to build a competitive edge [9][12]. - JAC Motors is leveraging national policies to enhance its market competitiveness and internal capabilities amid ongoing state-owned enterprise reforms [10].

Core Viewpoint - The luxury automotive industry is facing significant challenges due to the rapid transformation driven by smart technology and electric vehicles, necessitating a shift towards intelligent and electric models to remain competitive [3][5][10]. Group 1: Market Trends - The automotive market in China is undergoing a comprehensive transformation, moving from wholesale to direct consumer engagement, with user demands increasingly dictating product definitions [3]. - Traditional luxury car manufacturers are struggling to adapt to the electric and intelligent vehicle trends, resulting in declining sales and profits [4][5]. - For instance, Mercedes-Benz's sales in Asia dropped by 16% year-on-year, while BMW's sales in China fell by 15.5% [4][5]. Group 2: Technological Integration - Audi has launched new models equipped with Huawei's QianKun intelligent driving technology, marking a significant step in integrating smart technology into luxury vehicles [7][20]. - The collaboration with Huawei allows Audi to enhance its intelligent driving capabilities while maintaining its engineering excellence [22][30]. - The QianKun technology includes advanced sensor systems that support high-level driving assistance across various scenarios, showcasing a blend of luxury and technology [7][20]. Group 3: Competitive Landscape - The competition in the luxury automotive sector is intensifying, with new entrants leveraging technology and capital to capture market share [17][30]. - Traditional luxury brands must adapt quickly to avoid being overshadowed by emerging players that prioritize smart and electric vehicles [17][30]. - The partnership with Huawei is seen as a strategic move for Audi to regain its competitive edge in the luxury market [11][30]. Group 4: Future Outlook - Huawei's QianKun is positioned as a leading force in automotive intelligent technology, with substantial investments in research and development aimed at enhancing product and user experience [26][29]. - The anticipated rollout of the QianKun ADS 4 technology is expected to significantly improve the performance and efficiency of autonomous driving systems [29][30]. - The luxury automotive sector must embrace this technological shift to maintain relevance and meet the evolving expectations of consumers [30].

Core Viewpoint - The luxury automotive industry is facing significant challenges due to the rapid transformation towards electrification and smart technology, necessitating a shift in strategy to remain competitive, particularly in the Chinese market [3][4][44]. Group 1: Market Dynamics - The luxury car market in China is undergoing a comprehensive transformation, with consumer preferences shifting towards direct-to-consumer sales models and smart, electrified vehicles [3][4]. - Traditional luxury car manufacturers have struggled to adapt to these changes, resulting in declining sales and profits, as seen in the half-year reports of major brands like Mercedes-Benz and BMW [5][6][7][8][9]. - The competition is intensifying with the rise of new energy vehicle brands and tech-driven companies, which are rapidly gaining market share [22][23]. Group 2: Technological Transformation - The integration of AI and smart technology is becoming essential for luxury car brands to meet evolving consumer expectations, with a focus on features like advanced driver assistance systems [15][40]. - Audi has initiated a significant transformation by partnering with Huawei's QianKun technology to enhance its smart driving capabilities, marking a strategic shift towards integrating advanced technology into its vehicles [11][24][28]. - The collaboration with Huawei allows Audi to leverage cutting-edge technology while maintaining its engineering excellence, creating a competitive edge in the luxury segment [31][35]. Group 3: Huawei's Role - Huawei's QianKun technology is positioned as a key player in the automotive smart technology landscape, with substantial investments in R&D and a robust development framework [37][38][44]. - The QianKun driving assistance system is set to revolutionize the market with its advanced capabilities, including the upcoming ADS 4 architecture, which promises significant improvements in performance and efficiency [42][43]. - By partnering with Huawei, traditional luxury brands can quickly address their technological shortcomings and enhance their product offerings to meet the demands of modern consumers [44].

Core Viewpoint - The launch of the "Hao Han-S" luxury hybrid architecture by Zeekr represents a significant technological shift in the automotive industry, aiming to redefine luxury electric mobility beyond traditional hybrid solutions [2][11]. Group 1: Technological Innovation - The Hao Han-S architecture is the world's first high-end hybrid platform built on a pure electric architecture, featuring a 900V high-voltage system and a megawatt-level electric drive system [2][5]. - The Zeekr 9X, the first model based on the Hao Han-S architecture, boasts a maximum power of 1030 kW and can accelerate from 0 to 100 km/h in just 3.1 seconds, making it the fastest hybrid SUV globally [5]. - The vehicle achieves a pure electric range of 380 km under CLTC conditions and features a 6C ultra-fast charging capability, allowing it to charge from 20% to 80% in just 9 minutes [5]. Group 2: Market Positioning - Zeekr's strategy to enter the luxury new energy market through hybrid technology addresses current technological bottlenecks and user anxieties regarding electric vehicles [2][3]. - The Hao Han-S architecture aims to bridge the technological gap between traditional hybrids and electric vehicles, targeting high-end users who require performance and range [3][11]. - The Zeekr 9X is positioned as a flagship SUV for the new energy era, with a focus on practical user scenarios rather than just performance metrics [10][11]. Group 3: Safety and Intelligence - The Zeekr 9X incorporates advanced safety features, including high-strength body materials and a unique battery layout designed to withstand extreme conditions [7]. - The vehicle is equipped with the "Qianli Haohan H9" intelligent driving system, featuring dual NVIDIA DRIVE Thor-U chips and a comprehensive 360-degree perception system [7]. - The design philosophy emphasizes user experience and practical applications, such as automatic stability control in high-wind conditions [8][10]. Group 4: Brand Strategy - The Hao Han-S architecture is seen as a key weapon for Zeekr to break through brand limitations and restructure its position within the Geely brand matrix [11]. - Zeekr aims to compete directly with luxury brands like Mercedes-Benz and BMW, focusing on a new definition of luxury based on technology rather than traditional materials [13]. - The brand is transitioning from a performance-centric approach to one that emphasizes user needs and co-creation, reflecting a shift in market strategy [10][11].