【环球网智驾报道 记者 心月】在第21届上海国际车展期间，全球科技公司安波福首发多款为中国市场量身定制的本地化创新方案，深度赋能中国车企向更 高水平的智能化、电动化进军。环球网记者与安波福中国及亚太区总裁杨晓明就本土化战略布局、面临的行业挑战以及未来愿景等方面进行了深入探讨交 流。 安波福全力推进"在中国，为中国"战略，持续加大投资。杨晓明介绍，在去年设立新的风河上海软件中心、常熟汽车技术研发中心和投资中国本土企业智驾 科技MAXIEYE之后，今年车展又宣布多项重大投资。如今年下半年，两座聚焦新能源汽车的全新工厂将投产，中国主动安全产品线智能黑灯工厂也将落 地，中国数据中心、测试中心等已进入规划筹备阶段。 在完善布局的同时，安波福深度推进国产化，完善本土供应链配套能力。目前已开发百余家本土核心供应链伙伴，目标是实现核心物料百分百国产化。杨晓 明称："我们正在全力、全速推进本地化战略2.0，构建起全面、彻底、完整的中国方案。"通过带动本土供应链发展，安波福助力国内合作伙伴接入全球汽 车供应链，预计2027年实现中国供应链的全球覆盖。 应对行业挑战：从容布局，化解难题 面对地缘政治带来的关税问题和潜在芯片短缺风险 ...

Core Viewpoint - Mercedes-Benz is launching its electric vehicle strategy in China with the global debut of the new long-wheelbase pure electric CLA and the Vision V concept car, showcasing advanced technology and luxury features to redefine electric mobility [1][32]. Group 1: Product Launches - The new long-wheelbase pure electric CLA is the first domestically produced model on the MMA platform, designed specifically for the Chinese market, featuring advanced energy efficiency and luxury attributes [7][32]. - The Vision V concept car, based on the VAN.EA platform, aims to redefine the future of luxury MPVs, emphasizing spaciousness and immersive digital experiences [7][32]. Group 2: Technological Innovations - The new CLA incorporates several breakthrough technologies, including a dual-speed electric transmission and an 800-volt architecture, allowing for a range of 866 kilometers under CLTC conditions and a rapid charging capability [24][26]. - Mercedes-Benz is also showcasing innovations such as a steer-by-wire system, solar coating technology, and neuromorphic computing, which significantly enhance driving efficiency and safety [26][30]. Group 3: Commitment to China - The Chairman of Mercedes-Benz Group emphasized the company's long-term commitment to China, evolving from "in China, for China" to "in China, for the world," indicating increased investment and collaboration with local partners [5][32]. - The company aims to leverage "Chinese speed" in technology iteration and "Chinese standards" in defining luxury, reinforcing its market leadership [7][32]. Group 4: Safety and Comfort Features - The new CLA has undergone over 180 crash tests, including additional local tests, and features advanced safety technologies such as 11 airbags and a high-strength body design [28][30]. - The Vision V concept car offers luxurious seating with independent first-class seats and a 65-inch retractable screen, creating a premium in-car experience [19][21].

Core Insights - Mercedes-Benz is launching a new product and technology offensive, showcasing the all-new electric long-wheelbase CLA sedan, Vision V concept car, and eight advanced technological achievements, emphasizing breakthroughs in electrification, intelligence, and luxury experience [1][5] Group 1: New Product Launch - The all-new electric long-wheelbase CLA sedan is the first domestic model based on the MMA platform, featuring dimensions of 4763/1856/1469 mm and a wheelbase of 2830 mm, enhancing passenger comfort with a 40 mm increase in wheelbase and a 10 mm longer rear seat cushion [1] - The Vision V concept car is designed as a "private VIP lounge," with dimensions of 5486/2100/1892 mm and a wheelbase of 3530 mm, offering an exceptional space experience with first-class independent seats and luxurious interior materials [3] Group 2: Technological Innovations - The CLA sedan features the world's first electric two-speed transmission designed for efficiency and an 800-volt electrical architecture, achieving a CLTC range of up to 866 km and a power consumption of only 10.9 kWh per 100 km [2] - The vehicle is equipped with the MB.OS self-developed architecture and a full-scene intelligent driving assistance system, utilizing NVIDIA Orin X chips and end-to-end large model technology for an AI-based intelligent human-machine interaction system [2] - Eight advanced technologies were unveiled, covering efficiency, driving, intelligence, and safety, including an 800-volt electrical architecture that significantly enhances charging performance and a new solar coating component that can generate up to 14,000 km of additional range annually under specific lighting conditions [4] Group 3: Strategic Commitment to China - The launch of the new CLA marks the beginning of a new development phase for Mercedes-Benz, transitioning from "in China, for China" to "in China, for the world," with a commitment to deepen partnerships and increase investments in the Chinese market [5] - The company aims to leverage "Chinese speed" and "Chinese standards" to create products that meet the needs of Chinese consumers, continuing to strengthen its presence in the Chinese market [5]

Investment Rating - The investment rating for the electric equipment industry is "Positive" (maintained) [2] Core Viewpoints - The report highlights that Renault Group is launching an electrification offensive based on its pure electric platforms, with multiple competitive models expected to be released between 2025 and 2026, which is anticipated to drive the growth of the European electric vehicle market [8][30] - The report emphasizes the expected increase in BEV (Battery Electric Vehicle) penetration rates, with Renault achieving a BEV penetration rate of approximately 9% in 2024, and a significant increase to over 12% in Q4 2024 [20][57] Summary by Sections Renault Group Overview - Renault Group's total global sales in 2024 are projected to be 2.265 million units, a year-on-year increase of 1.3%, with 1.599 million units sold in the European market [17][22] - The group consists of four brands: Renault, Dacia, Alpine, and Mobilize, each with complementary positioning [17] Electrification Strategy - Renault plans to launch around nine models based on its AmpR platforms (AmpR Small for B-segment cars and AmpR Medium for C-segment cars) from 2022 to 2031 [23][29] - The first generation of pure electric models will be concentrated in 2025-2026, with a sales target of approximately 300,000 electric vehicles in 2025 [30][31] Model Highlights - The Renault Megane E-Tech, launched in mid-2022, is a C-segment car with a starting price of €41,000 and is among the top 20 best-selling BEVs in Europe [35][38] - The Renault Scenic E-Tech, set to launch in early 2024, will have a starting price of €40,000 and is expected to sell approximately 21,000 units in 2024 [41][47] - The Renault 5 E-Tech, launching in Q4 2024, has a starting price of €28,000 and is projected to become the best-selling electric vehicle in France [54][57] - The Renault 4, expected to launch in 2025, will have a starting price of €29,000 and is already accepting orders [61][63] - The Alpine A290, a performance hatchback, will launch in 2024 with a starting price of €39,000 [68][70] Investment Recommendations - The report recommends several companies that are expected to benefit from the growth of the electric vehicle market, including battery manufacturers like CATL and Yiwei Lithium Energy, as well as lithium material suppliers and electric drive system providers [8]

车身尺寸上，全新纯电长轴距 CLA 的长宽高分别为 4763×1856×1469 毫米，轴距达 2830 毫米，相比标准轴距车型增加了 40 毫米，使车身线条更加修长。 溜背式设计配合犀利的车身线条与隐藏式门把手，不仅提升了车辆的空气动力学性能，还营造出强烈的运动感。多辐条轮圈提供多种样式选择，进一步凸显 车辆的动感特质。 车尾部分，纯电 CLA L 延续了前脸的设计风格，贯穿式尾灯组内部同样采用三叉星辉样式，在点亮时具备极高的辨识度。这种前后呼应的设计语言，不仅 强化了车辆的品牌特征，也提升了整车的视觉连贯性。 【环球网科技综合报道】4 月 22 日，在 2025 年上海车展前夕，梅赛德斯 - 奔驰为中国用户带来了两款备受瞩目的车型，其中包括国产加长版纯电 CLA—— 纯电 CLA L。这款新车以其超低能耗和超长续航成为市场焦点，同时首次搭载了国产智能辅助驾驶系统，展现了奔驰在电动化和智能化领域的最新进展。 外观方面，纯电 CLA L 延续了此前发布的概念车设计语言，采用了奔驰最新的家族式设计。前脸采用封闭式格栅，中央的品牌标识可以点亮，格栅周围配 备 142 颗可独立控制的 LED 星辉灯，营造出强烈的科 ...

Group 1 - Buick officially launched a new high-end electric sub-brand "Zhijing" and introduced the "Xiaoyao" super fusion architecture at the "Tribute to Life - 2025 Buick Brand Day" in Shanghai [1] - The flagship model of the "Xiaoyao" architecture, the ultra-luxury electric MPV "Shijia," made its debut, along with the global concept car ELECTRA GS [1] - Buick aims to fully embrace electrification and cover the main price segments of electric vehicles within the next two years with the "Zhijing" sub-brand [1] Group 2 - Buick partnered with CATL to launch the industry's first 6C LFP ultra-fast charging battery, featuring a 900V high-voltage platform [1] - The upgraded Otoneng 2.0 multi-drive platform will support various electric drive technologies, including pure electric, plug-in hybrid, and range-extended systems [1] - The peak charging power of the new battery is 640kW, allowing for a range of 350 kilometers after just 10 minutes of charging [1] Group 3 - Buick will fully deploy L2 urban auxiliary driving technology by 2025, in collaboration with Momenta [1] - The L2 technology utilizes a one-piece end-to-end large model, combining data-driven approaches with real vehicle validation, eliminating the need for high-precision maps [1] - Buick adheres to the highest safety standards in the industry, employing triple positioning with lidar, millimeter-wave radar, and cameras, ensuring automatic downgrade to user control in case of hardware failure [1] Group 4 - The new Buick "Smart Health Cabin" features the Qualcomm 8775 chip and a 50-inch AR-HUD with an 8-screen digital space [2] - The cabin includes an industry-first multi-posture zero-gravity suspension seat, which intelligently selects the appropriate zero-gravity posture based on passenger positioning [2] - The "Five Constants" comfort cabin aims to provide a comprehensive comfortable experience with constant temperature, humidity, oxygen, cleanliness, and quietness, creating a healthy environment for high-end users [2]

Core Viewpoint - The company reported a revenue growth of 23.56% year-on-year for 2024, reaching 7.799 billion yuan, but faced a decline in net profit by 12.76% to 1.629 billion yuan, indicating challenges in profitability despite strong revenue growth [2][3]. Group 1: Financial Performance - In 2024, the company achieved a revenue of 7.799 billion yuan, a year-on-year increase of 23.56% [2]. - The net profit attributable to shareholders was 1.629 billion yuan, down 12.76% year-on-year [2]. - The net profit after deducting non-recurring items was 1.638 billion yuan, a decrease of 9.36% year-on-year [2]. Group 2: Revenue Breakdown - Revenue from aerial work platforms, including arm-type, scissor-type, and mast-type, was 2.956 billion yuan, 3.444 billion yuan, and 772 million yuan, with year-on-year growth rates of 20.84%, 14.41%, and 53.14% respectively [3]. - Domestic revenue was 1.649 billion yuan, down 22.23%, while overseas revenue reached 5.523 billion yuan, up 43.83% [3]. Group 3: Profitability Analysis - The company's gross margin for main business slightly decreased to 33.68%, down 1.06 percentage points year-on-year [3]. - Gross margins for arm-type, scissor-type, and mast-type aerial work platforms were 30.2%, 35.52%, and 38.81%, with changes of +1.48, -2.96, and -2.85 percentage points respectively [3]. - The gross margin for domestic and overseas operations was 26.39% and 35.86%, with changes of +0.89 and -3.99 percentage points respectively [3]. Group 4: Product and Market Development - The arm-type product series has become a key growth driver, with sales revenue increasing by 20.84% year-on-year, accounting for 41.21% of main business revenue [4]. - The overseas sales of arm-type products grew by 46.99% year-on-year, indicating successful market expansion [4]. - The company completed its fundraising project for an annual production capacity of 4,000 large intelligent high-altitude platforms, with production ramping up smoothly [4]. Group 5: Strategic Initiatives - The company has completed the electrification of its entire product line, leading the industry with its fully electric, oil-free scissor series [5]. - A new project for producing 20,000 new energy aerial work platforms is underway, with a total investment of 1.7 billion yuan [5]. - The company is expected to benefit significantly from the industry's shift towards electrification and green technology [5].

Group 1 - Mercedes-Benz will showcase 28 models at the Shanghai International Auto Show, emphasizing its leadership in electrification and intelligent mobility [2] - The global debut of two new platforms, VAN.EA and MMA, will feature the Vision V concept and the new electric long-wheelbase CLA, highlighting advancements in luxury MPVs and intelligent driving [3][4] - The MMA platform's efficient electric drive technology achieves fuel efficiency comparable to a "1-liter gasoline car," while the MB.OS system outlines a comprehensive path from daily commuting to advanced autonomous driving [4] Group 2 - The exhibition will include a diverse lineup of models from Mercedes-Benz, AMG, Maybach, and G-Class, showcasing a blend of luxury and performance [5] - The booth design, inspired by "City Realm," creates an immersive experience, allowing visitors to engage with the brand in a dynamic urban context [6] - The event aims to demonstrate Mercedes-Benz's commitment to technological empowerment and localized innovation in response to the Chinese market [6]

► 行业新技术：高阶智驾加速普及 高压快充重构体验 智能驾驶：高算力芯片与激光雷达大规模上车。吉利 领克 900 成为全球首款搭载 Thor 芯片的量产车型，双Orin-X芯片成主流配置；零跑B10等车型以激光雷达下探至 10万元级市场，推动智驾平权。 智能座舱：高通骁龙 8295P芯片规模化普及，覆盖15万元以上车型 （如小鹏 G7、零跑B10、比亚迪汉L/唐L、方程豹钛3、吉利银河星 耀8、极氪007 GT）； 电动化： 800V高压快充成标配，续航与补能效率突破。 比亚迪全域 1 , 000V平台、华为尊界S800支持6C超充，续航普遍突破700km。 高端化 ：本次车展华为、小米新车集中发力高端市场，华为尊界定位百万级豪华轿车，通过华为品牌力 +智能驾驶、座舱黑科技赋能品牌；小米SU7 Ultra定位巅峰性能科技轿 车，主打性能、操控、科技，通过技术赋能高端。 ► 新势力新趋势：科技巨头重塑格局 智驾体验定义竞争力 华为： 尊界 S800、问界M8、享界S9增程三箭齐发，以鸿蒙智驾+高压平台技术冲击豪华市场，定位覆盖30万元至百万元级。 小米： S U7 ultra亮相车展， 具备 最大 马力 154 ...

Core Viewpoint - The 2025 Shanghai International Automobile Industry Exhibition will be held from April 23 to May 2, 2025, with the theme "Embrace Innovation, Win the Future," showcasing over 1,000 global enterprises and more than 100 new car launches, highlighting the industry's transformation and technological advancements [1][10]. Industry New Technologies - Advanced intelligent driving technologies are accelerating, with high-performance chips and LiDAR becoming mainstream. Geely's Lynk & Co 900 is the first mass-produced model equipped with the Thor chip, while models like Leapmotor B10 are introducing LiDAR technology to the 100,000 yuan market [2][21]. - The adoption of 800V high-voltage fast charging is becoming standard, with companies like BYD and Huawei leading the way, achieving ranges exceeding 700 km and charging efficiencies [2][27]. - The high-end market is seeing significant entries from tech giants like Huawei and Xiaomi, with models like Huawei's Aito S800 and Xiaomi's SU7 Ultra targeting luxury segments [2][3]. New Forces and Trends - Tech giants are reshaping the competitive landscape, with Huawei launching multiple models aimed at the luxury market, while new players like Xiaopeng, Li Auto, and Leapmotor are focusing on intelligent upgrades to penetrate mainstream markets [3][8]. - New energy vehicle brands are showcasing their strengths, with models like Xiaopeng G7 and Li Auto i8 emphasizing advanced intelligent driving capabilities [3][19]. Domestic Brand Trends - Domestic brands are leveraging technology to move upmarket, with BYD's Han L and Tang L featuring advanced intelligent driving systems and extended-range capabilities [4][19]. - Geely is expanding its market presence with models like the Galaxy Star 8 and Lynk & Co 900, focusing on hybrid and intelligent technologies [4][19]. - Companies like Changan, Great Wall, and SAIC are diversifying their product offerings, emphasizing high-end and technologically advanced vehicles [4][19]. Investment Recommendations - The report recommends investing in quality domestic brands that are accelerating in intelligence and globalization, specifically BYD, Geely, Xiaopeng, and Li Auto, while also suggesting to monitor Xiaomi Group [5]. - In the parts sector, it highlights new force supply chains and recommends companies like H Chain, T Chain, and intelligent driving component manufacturers [5].