"当前，AI正在展现出其'入口化'和'主动化'的特征，正在全面取代过去的交互逻辑，汽车座舱以往的格局将被完全颠覆。"梧桐科技CEO曹斌一落座专访间 便抛出对行业趋势的核心判断。一墙之隔的智能展区，熙熙攘攘的人群恰好印证着这一观点——现场观众正围着梧桐科技的TTi系列产品，体验"舱驾一体AI 交互"功能。 这种技术架构的优势已在用户反馈中清晰显现。据曹斌透露，目前搭载梧桐座舱系统的车辆已经达到500多万辆，累计行驶超过6000万公里，且用户对通过 大模型控制车辆并设置出行目的地的应用比例非常高。这一现象与行业数据形成呼应：2025年一季度车载语音控制渗透率已达84.0%，其中免唤醒功能渗透 率53.8%，连续性识别渗透率51.6%，用户对交互的需求正从"可用"向"好用"快速进化。在曹斌看来，这标志着座舱交互正从"被动响应"转向"主动服务"，以 往依赖物理按键、触控屏的操作模式，将逐步被多模态AI交互取代。 曹斌对AI的判断并非空穴来风，而是源于梧桐科技的实践积累，同时也与当前技术爆发的行业现实高度契合。相关数据显示，截至2025年6月，国内已有超 50个汽车品牌的130余款车型标配AI大模型，装配率接近16%， ...

每经记者｜裴健如 每经编辑｜余婷婷 丨 2025年10月9日 星期四 丨 点评：博泰车联与商汤科技的战略合作，为智能汽车产业链注入新动能。双方在AI座舱、大模型等前 沿领域的深度融合，将强化其技术护城河，提升市场竞争力。此举有望加速智能座舱解决方案的商业化 落地，对汽车科技板块形成正面催化，资本市场对智能网联汽车领域的关注度将进一步提升。 NO.3 崔东树：2025年中国汽车经销商急需政策支持 10月7日，乘联分会秘书长崔东树发文称，2025年，中国汽车流通市场呈现持续走强的态势，新能源车 市场快速增长。但由于总体产能提升较快，燃油车面临持续萎缩的压力，导致供给较大，但燃油车需求 受阻带来巨大压力，尤其是市场竞争激化带来终端价格严重倒挂的状态。当前汽车经销商的新车销售出 现大面积亏损，普遍存在现金流赤字经营和资金链断裂风险加剧的情况。期待相关部门尽快行动起来， 研究出台汽车经销领域阶段性金融纾困政策措施。 点评：当前汽车流通领域呈现结构性矛盾。新能源赛道扩容与燃油车产能过剩形成鲜明对比，经销商普 遍面临价格倒挂与资金链紧绷的双重考验。这一局面将加速汽车渠道体系整合，具备新能源品牌资源与 资金优势的头部经销商或 ...

此次发布会，梧桐车联宣布企业战略升级为"以AI为核心"，产品也实现升级。梧桐科技CEO曹斌表示，"当前，AI正在展现出其'入口化'和'主动化'的特征， 正在全面取代过去的交互逻辑，汽车座舱以往格局将被颠覆。"因此，TTi AI座舱制定了新目标：围绕可控感、熟悉感和松弛感，聚焦于TTi OS、TTi Sound、TTi Vision、TTi Eco 四大业务线，充分依靠腾讯的技术底座，融入更多的IP和生态。 值得一提的是，曹斌在今年5月刚就任梧桐科技CEO，原梧桐科技CEO蔡勇（Tony）则回归长安汽车体系。曹斌此前任全国汽车标准化技术委员会委员、中 国汽车基础软件生态委员会首届轮值主席。其技术背景被认为将有助于推动梧桐科技全栈式智能座舱的技术迭代以及业务拓展。 去年"腾讯全球数字生态大会"上，梧桐科技发布了第三代"TTi AI座舱解决方案"的规划。时隔一年，"TTi AI座舱解决方案3.0解决方案"落地产品正式发布， 量产车型即将上市。 梧桐科技常务副总经理刘铜阳表示，新一代TTi AI座舱将从三个维度提供安全感：首先是对道路的绝对"可控"，基于舱驾一体导航、数字孪生桌面和车道级 导航等产品，用户能清晰掌握行 ...

Core Viewpoint - Alibaba is undergoing an organizational transformation and plans to spin off its subsidiaries, including Zhibao Network, for independent listings, despite previous delays in IPOs for other companies [2][3][4]. Group 1: Company Overview - Zhibao Network, established in 2015, focuses on smart cockpit solutions and was initially successful due to backing from Alibaba and SAIC [5][6]. - The company became synonymous with "smart cockpit" technology, with its first product, the RX5 SUV, achieving significant sales shortly after launch [6]. Group 2: Market Challenges - Zhibao Network faced challenges as it was heavily tied to SAIC, leading to concerns about technology control and difficulties in expanding its customer base beyond SAIC [7]. - Competitors like Baidu, Huawei, and Tencent have rapidly gained market share, causing Zhibao Network's market share to decline from 1.99% in 2021 to 0.94% in mid-2025 [7]. Group 3: Financial Performance - The company reported revenues of 805 million yuan, 872 million yuan, and 824 million yuan for 2022, 2023, and 2024, respectively, with annual losses of 878 million yuan, 876 million yuan, and 847 million yuan [9]. - Cumulative losses exceeded 4.183 billion yuan over the past three years, with a significant loss of 1.582 billion yuan in Q1 2025 [9][12]. Group 4: Investment and R&D - Zhibao Network's R&D expenses were substantial, totaling over 3.2 billion yuan from 2022 to 2024, nearly four times its revenue during the same period [12]. - The company aims to use IPO proceeds to fund AI-driven cockpit development and global market expansion [13]. Group 5: Dependency and Risks - Zhibao Network's revenue is heavily reliant on SAIC, which contributed approximately 54.7% of its total revenue in 2022 [16]. - The company faces risks due to high customer and supplier concentration, with the top five customers accounting for over 89% of total revenue in recent years [16][19]. Group 6: Leadership and Management Issues - The recent departure of former CFO Xia Lian, who criticized the company's business direction and questioned the motives behind the IPO, raised concerns about Zhibao Network's management and future prospects [22][23]. - Previous high-level departures have also indicated potential internal issues regarding the company's vision and goals [25].

Core Viewpoint - The article highlights the recent developments in the electric vehicle (EV) market, focusing on new car launches, company performance, and strategic moves by various manufacturers in the industry. New Car Launches - Dongfeng Mengshi M817 launched with a price range of 319,900 to 349,900 yuan, featuring a robust design and advanced technology [4][5][19] - Tesla Model Y L launched with a starting price of 339,000 yuan, offering a six-seat layout and enhanced aerodynamics [20][21][27] - GAC's Haobo HL extended-range version launched with a price range of 269,800 to 299,800 yuan, showcasing advanced battery technology [28][34][36] - New Haval Menglong launched with a price range of 173,800 to 208,800 yuan, featuring updated technology and design [37][39][44] - Dongfeng Fengxing Xinghai V9 launched with a price range of 179,900 to 199,900 yuan, designed as a mid-to-large plug-in hybrid MPV [45][48][53] - Xiangjie S9T opened for pre-sale at a starting price of 328,000 yuan, available in both extended-range and pure electric versions [57][61][65] - All-new NIO ES8 opened for pre-sale with a price range of 416,800 to 456,800 yuan, featuring advanced technology and design [69][72][77] - Geely Galaxy M9 opened for pre-sale with a price range of 193,800 to 258,800 yuan, showcasing innovative design and technology [78][81][88] Company Dynamics - Leap Motor reported its 2025 H1 financial results, achieving a net profit of 33 million yuan for the first time, with a delivery volume of 221,664 units, up 155.7% year-on-year [89][91] - XPeng Motors announced its Q2 2025 financial results, with a delivery volume of 103,181 units, a 241.6% increase year-on-year, and a gross margin of 17.3% [92][94][97] - Xiaomi Group reported its Q2 2025 financial results, with 81,302 vehicle deliveries and a gross margin of 26.4% [98][99][110] - NIO reduced the price of its 100kWh battery pack by 20,000 yuan, reflecting a strategy to enhance competitiveness [111][112] - NIO's G318 route for battery swapping was officially completed, enhancing its charging infrastructure [115][119] - The "Starry Sky Plan" aims to enter the automotive sector through an ecological cooperation model, focusing on global expansion [122][126] - Great Wall Motors initiated a tender for its ultra-luxury brand BG, indicating a strategic move into the high-end market [127][131] - Geely announced the launch of the world's first AI cockpit, focusing on advanced AI capabilities in vehicles [132][137] - He Xiaopeng increased his stake in XPeng Motors, reflecting confidence in the company's growth potential [138][140] - Lantu Motors is set to list on the Hong Kong Stock Exchange, aiming to enhance its market presence [141][144] International News - A class-action lawsuit was filed against Tesla in California, alleging misleading claims about its Full Self-Driving (FSD) capabilities [149][151] - Tesla launched a zero-down payment leasing service for certified used Model 3 and Model Y vehicles in California and Texas [152][155]

Group 1: NIO ES8 Pre-sale - The all-new NIO ES8 has started pre-sales with a price range of 416,800 to 456,800 yuan, and a battery rental option priced between 308,800 to 348,800 yuan, with an expected official launch in late September [2][3][6] - The exterior design retains the iconic Xbar design language, featuring a dual-layer cutting design for daytime running lights and smart high-definition projection headlights, available in six colors [5] - The interior is equipped with advanced features including a 38-inch AR heads-up display, a 15.6-inch central control screen, and a 21.4-inch MINILED rear entertainment screen, among other luxury amenities [8][11] Group 2: Great Wall Motors' Luxury Brand - Great Wall Motors has initiated a global tender for its ultra-luxury car brand BG, indicating a strategic move into the high-end market [12][13] - The brand positioning is expected to be high-end, leveraging Great Wall's accumulated technology and brand advantages to penetrate the luxury segment [13] Group 3: Geely's AI Cockpit - Geely has announced the launch of the world's first large-scale deployable automotive super-personalized AI entity, named Eva, and will no longer develop traditional smart cockpits lacking AI capabilities [16][17] - The AI cockpit is built on a five-layer AI technology architecture, enabling proactive service capabilities where users can simply express their intentions for the AI to execute tasks seamlessly [16] - Geely's strategy emphasizes integration across brands and technology, aiming for efficient breakthroughs in technology and more accessible tech products for consumers [17]

Core Viewpoint - Geely Auto has announced the development of the industry's first AI cockpit, marking a significant shift towards AI capabilities in smart vehicles [1][3]. Group 1: AI Cockpit Development - Geely Auto will no longer develop traditional smart cockpits that lack AI capabilities, focusing instead on an integrated AI OS architecture [1]. - The new AI cockpit aims to create a smart space that enables autonomous collaboration between humans, vehicles, and the environment [1]. Group 2: Product Launches - Geely has introduced the world's first large-scale deployable automotive superhuman intelligence agent, named Eva [3]. - The new generation AI cockpit operating system, Flyme Auto 2, is built on a five-layer native architecture and will first be featured in the Lynk & Co 10 EM-P and Geely Galaxy M9 [3].

Core Insights - Geely is focusing on creating an "AI cockpit" that integrates a unified AI OS, AI Agent, and user ID to lead the smart automotive industry into the AI cockpit era [1][3][4] - The company has introduced Eva, the world's first large-scale humanoid AI agent for vehicles, and the new AI cockpit operating system Flyme Auto 2, which will be first installed in the Lynk & Co 10 EM-P and Geely Galaxy M9 models [1][10] Group 1: AI Technology Integration - Geely's full-domain AI technology system has been integrated into various automotive domains, including intelligent driving, power, and chassis, with the aim of redefining the core value of the cockpit [3][4] - The traditional smart cockpit is evolving from a "user finds function" model to a proactive "service finds user" model, enhancing emotional interaction experiences [3][4] Group 2: Unified AI Ecosystem - The strategy of "One Geely, One Cockpit" aims to consolidate the cockpit development capabilities of Geely, Lynk & Co, and Zeekr under a unified AI OS architecture [4][5] - Flyme Auto and Zeekr OS are built on the same AI OS architecture, providing immersive AI interaction experiences tailored to different user needs [4][5] Group 3: Advanced AI Capabilities - Geely's AI cockpit is powered by a five-layer native AI architecture, which utilizes edge computing and a dual-brain system to enhance user experience [8][9] - The AI computing power of Geely's cloud center reaches 23.5 EFLOPS, making it the leader among Chinese automotive companies [8][9] Group 4: Emotional AI Agent - Eva, the advanced emotional AI agent, is designed to provide proactive care and companionship, enhancing the user experience during travel [10][12] - The AI agent integrates various functionalities and aims to create a multi-ecosystem interactive experience for users [10][12]

Core Viewpoint - Geely is focusing on an "All in One" AI cockpit strategy, integrating a unified AI OS architecture, AI Agent, and user ID to create a smart space for autonomous collaboration between people, vehicles, and the environment [1][2]. Group 1: AI Cockpit Development - Geely will no longer develop traditional smart cockpits without AI capabilities, emphasizing the transition to AI-driven solutions [1]. - The new AI cockpit operating system, Flyme Auto 2, will first be implemented in the Lynk & Co 10 EM-P and Geely Galaxy M9 models [1][5]. - The AI cockpit is part of Geely's broader AI technology system, which includes intelligent driving, power, and chassis domains [1]. Group 2: Unified AI Ecosystem - The cockpit development system of Geely, Lynk & Co, and Zeekr is being integrated under the "One Geely, One Cockpit" principle, utilizing a common AI OS architecture [2]. - Flyme Auto and Zeekr OS are built on the same AI OS architecture but are tailored for different user needs in terms of interaction design [2]. - The AI Agent ecosystem combines cognitive and action capabilities, allowing the AI cockpit to provide proactive services [5]. Group 3: AI Capabilities and Infrastructure - Geely's AI capabilities include the ultra-human emotional AI agent Eva, which integrates various AI models for enhanced emotional interaction and task execution [2][6]. - The cloud and vehicle sides of the AI cockpit are interconnected, with Geely's Starry Center 2.0 achieving a computational power of 23.5 EFLOPS and the AI Box featuring 200 TOPS of NPU computing power [3]. - The native software architecture of the AI cockpit allows for hardware-software decoupling and a shift from application-centric to intelligent agent-centric design [3].

Core Viewpoint - Geely Auto has officially launched its "One Cabin" strategy, embracing the AI cabin era and ceasing the development of traditional non-AI cabins, aiming to lead the industry into the AI cabin age [1] Group 1: Strategic Developments - Geely has introduced a unified AI agent named Eva, claimed to be the world's first mass-producible hyper-personalized emotional intelligent agent, integrating advanced AI models for enhanced emotional interaction and autonomous capabilities [1] - The company has unveiled the new generation AI cabin operating system, Flyme Auto 2, built on a self-developed five-layer native architecture, featuring a cloud-based 23.5 EFLOPS computing center and a vehicle-side 200 TOPS AI Box [1] Group 2: Product Features and Innovations - The Flyme Auto 2 system includes the world's first 7 billion parameter edge-side multimodal large model and supports the LangChain intelligent agent programming framework, transitioning from "user finds function" to "service finds user" [1] - The Lynk & Co 10 EM-P and Galaxy M9 will be the first models to feature this new system, with older models able to receive updates via OTA to access related functionalities [1] Group 3: Future Goals - Geely aims to continuously advance embodied intelligence and aspires to become a leader and standard-setter in the global automotive AI revolution [2]