近日，作为世界500强意大利菲亚特汽车集团（FIAT GROUP）成员之一、具有90多年的历史的汽车零部件供应商马瑞利 （Marelli）近期在美国特拉华州破产法院启动了《破产法》第11章程序，试图通过债务重组来挽救其濒临崩溃的财务状况。 马瑞利主要经营汽车照明、电驱动、空调、仪表盘等系统及部件，是日产与Stellantis的核心供应商，在全球拥有约45000名员 工，运营超过150个分支机构。 据悉，合并后的马瑞利发展并不顺利，其营收逐年下滑，2020年跌至104亿欧元，且连年亏损，集团负债也长期处于高位。在全 球汽车零部件供应商百强榜上，马瑞利的排名从2021年的第18位掉落至2024年的23位。2024年马瑞利自由现金流骤降67%，债 务股本比攀升至185%。 行业分析指出，马瑞利的危机并非偶然，而是多重因素交织的结果。2019年，由美国私募巨头KKR主导的"世纪并购"将日本康 奈可与菲亚特克莱斯勒旗下的玛涅蒂·马瑞利合并，本意是打造一个年营收超140亿欧元的全球前五零部件集团。然而，这场看似 强强联合的并购却因文化冲突、技术路线割裂以及过度依赖单一客户等问题沦为一场灾难。这不仅是企业自身战略失误的结 ...

新能源汽车渗透率突破50%，高阶智驾系统密集上车，车路云一体化试点遍地开花……当前，汽车产业正处于电动化、智能化、网联化深度变革的关键 阶段，技术创新迭代加速，产业链生态持续重构，团体标准作为衔接技术前沿与产业实践的桥梁，是实现汽车产业高质量发展目标的"催化剂"和"助推器"。 6月21日上午，中国汽车工程学会在北京组织行业共同启动实施"汽车产业高质量发展团体标准提升引领行动"。国家市场监督管理总局标准创新司副司 长孙维、工业和信息化部装备一司汽车发展处处长马春生、中国汽车工程学会理事长张进华出席会议并致辞。中国汽车工程学会标准化工作委员会主任委 员、中国汽车技术研究中心有限公司原副总经理吴志新，国家市场监督管理总局标准创新司团企标处处长宋国建，中国科学技术协会科创部创新促进处副处 长王立波，工业和信息化部装备工业发展中心技术审查二处处长刘志锋，全国汽车标准化技术委员会秘书处吕恒绪，标委会副主任委员、中国汽车工业协会 副秘书长李邵华，标委会副主任委员、东风汽车科技创新管理部副总经理/研发总院副院长张衡，标委会副主任委员、长安汽车科项部总经理郑长江，以及 来自主要整车企业、重要行业研究及检测机构、零部件企业等13 ...

关系分分合合、业绩起起伏伏，是产业的基本规律。2025年，汽车行业遭受着近十年来最激烈的竞争， 主旋律就是整合、淘汰和系统性变革。此前，从东风、长安两大汽车央企已经开始各自运作，为进一步 加强羁绊而布局。近期，又传出江铃福特和长安福特合并传闻；几乎同期，雷诺－日产联盟之间又因人 事、资本的变动而即将迈入新的联盟阶段。 然而，近年来，两大合资品牌在中国市场都面临着销量下滑的困境。长安福特2024年销量为24.7万辆， 但2025年前5个月同比下滑16.43%。江铃福特的乘用车销量连续三年下滑，2024年仅为3.5万辆。福特在 华整体销量也起伏不定，从2016年的顶峰下滑后，2020-2021年有所回升，但2022-2023年再次陷入销量 低谷。产品端的问题被认为是销量下滑的主要原因之一，福特在新产品推出和产品线更新换代上逐渐落 后于竞争对手，未能及时跟上市场快速变化的需求。 在这样的背景下，合并传言的出现不会是空穴来风。从行业角度看，汽车市场竞争日益激烈，新能源汽 车的崛起更是加速了行业的洗牌。为了应对竞争，车企之间的整合与合作成为趋势。例如，长安马自达 与一汽马自达的合并，通过资源整合实现了降本增效。对于福特 ...

Industry and Conference Background - The electrification penetration rate in China has surpassed 50%, initiating a new industrial cycle across the supply chain [1] - The synergy between the power and energy storage industries is expected to drive large-scale development of new energy manufacturing centered around power batteries, with a focus on regional energy transition and carbon neutrality goals [1] - Structural adjustments in the lithium battery supply chain are underway, with core material prices rebounding and cell prices stabilizing, leading to a competitive reshaping among enterprises [1] New Materials and Technologies - The application of new materials and processes is accelerating, highlighting the differentiation between power and energy storage batteries, driven by scene-specific demands [2] - New materials such as composite conductive fluids, silicon-based anodes, and novel lithium salts are now ready for large-scale application, supported by AI-driven advancements in battery material development [2] Conference Highlights - The conference is recognized as a premier annual event in the new energy sector, attracting over 300 influential companies and 500 industry leaders from the lithium battery supply chain [4] - The event will feature technical exchanges and new product showcases, along with the release of the mid-year industry development report by GGII [4] Core Agenda - The agenda includes keynotes from industry leaders discussing topics such as the restructuring of the supply chain and the evolution of battery technologies [6][7] - Roundtable discussions will focus on collaborative paths for technology iteration and capacity optimization, as well as the competitive landscape during the supply chain restructuring phase [6][7] Specialized Sessions - The conference will host specialized sessions on battery applications and new materials, addressing the latest advancements and challenges in the industry [8][9] - Topics will include the performance and safety of cylindrical cells, the development of composite conductive fluids, and the industrialization of silicon-carbon materials [9] Closing Sessions - The closing sessions will cover strategies for product development in all-scenario electrification, the challenges of solid-state battery industrialization, and the future of high-safety battery manufacturing [10] - Roundtable discussions will explore material innovation, safety and efficiency strategies during capacity clearing periods, and compliance challenges for energy storage enterprises [10]

Core Viewpoint - Leap Motor officially launched the 2026 model of the Leap C16, which includes both range-extended and pure electric versions, with prices ranging from 151,800 to 181,800 yuan, reflecting a price reduction of 8,000 yuan compared to the pre-sale price [1][3] Group 1: Product Launch and Features - The new Leap C16 offers two seating configurations (5-seat and 6-seat) and a total of 8 configurations [1] - The vehicle utilizes CTC 2.0 battery integration technology, featuring an 81.9 kWh battery for the pure electric version with a CLTC range of 630 km, and a 38.7 kWh battery for the range-extended version with a combined range of 1,150 km [8] - The C16 is equipped with the new LEAP 3.5 electronic architecture and Qualcomm Snapdragon SA8295P cockpit chip, enhancing its technological capabilities [9] Group 2: Market Positioning and Strategy - Leap Motor has positioned the C16 in a unique market space by entering the 150,000 yuan segment, avoiding direct competition with other brands in the mid-to-large SUV market [5] - The company has achieved a cumulative delivery of over 800,000 vehicles, with a record sales figure of 45,000 units in May, demonstrating its ability to maintain competitive pricing while enhancing features [3][5] Group 3: Driving Experience and Comfort - The C16 features advanced driving dynamics with front and rear dual FSD variable damping shock absorbers, improving ride comfort by over 50% on bumpy roads [11] - The 6-seat version includes electric sliding second-row seats, enhancing passenger space and comfort [11][13] - The 5-seat version offers a unique electric flat bed mode, along with luxury features such as a 15.6-inch rear screen and a high-end audio system [13]

Core Insights - The article highlights the rapid development of the new energy vehicle (NEV) industry in Lishui, aiming to establish a "billion-level" landmark industry focused on electrification, connectivity, and intelligence [1][5] - The Lishui area has seen a 10% year-on-year increase in NEV industry output value, reaching 23.5 billion yuan from January to May this year [1] Group 1: Company Developments - The first batch of autonomous buses, named "Blue Whale," developed by Kaiwo New Energy Group, has been launched in Lishui, showcasing the company's advancements in L4-level autonomous driving technology [1][2] - Kaiwo Group has established a research and development team of over 800 people and collaborates with major industry players like Huawei and Baidu to focus on intelligent connected vehicles [2][3] - The "Blue Whale" bus features advanced safety systems, including eight laser radars and fifteen cameras, enhancing passenger safety and comfort [3] Group 2: Manufacturing and Production - Nanjing Chang'an's 5G smart factory produces a new vehicle, the Deep Blue S07, every 90 seconds, utilizing smart manufacturing technologies and a fully integrated 5G network [4] - The Deep Blue S07 has received positive market feedback, with over 150,000 units delivered, and has expanded its sales to over 50 countries [5] - Nanjing Chang'an's production capabilities have contributed to Lishui's NEV industry output surpassing 60 billion yuan, with the company achieving an output value of over 14 billion yuan last year [5] Group 3: Industry Trends - The NEV industry in China is rapidly transitioning towards electrification, connectivity, and intelligence, with Lishui positioning itself as a key player in this transformation [5] - Lishui has established a comprehensive innovation system for the NEV industry, attracting over 100 core component companies and three complete vehicle manufacturers [5] - The local government aims to enhance the NEV industry's capabilities and competitiveness, targeting a position among the top players in the domestic market [5]

一则传闻、一则辟谣，折射出百年福特在中国市场的战略迷惘与求生渴望。 6月18日，有消息称，福特中国正推进将江铃福特并入长安福特的整合计划，且相关动作已在销售和渠道层面悄然展开。 6月19日，针对两家合资公司合并的传闻，福特中国提供给经济观察报的声明称："我们不对毫无根据的谣言和猜测发表评论。" 在声明中，福特中国特意展现出其对渠道问题的重视："打造一个健康、充满活力和可持续发展的销售服务网络是福特在中国长期战略的核心。福特一直 在与我们的合资伙伴和经销商伙伴一起努力，不断提高运营效率和跨网络的协同作用，从而提升企业和经销商的整体盈利能力，改善客户体验和服务。" 这被外界解读为，虽然长安福特与江铃福特在企业层面的合并尚无踪迹可寻，但在巨大的经营压力之下，福特在中国市场渠道的新一轮调整可能已在酝酿 之中。 以往的失败尝试 2018年，福特中国设立全国分销服务机构（NDSD），尝试将福特品牌旗下的所有乘用车，包括福特进口车、长安福特所有车型，以及江铃汽车福特品牌 的乘用车，统一并入这个渠道，实现销售网络的"一个福特"。 NDSD的诞生源于福特对当时渠道各自为政局面的不满。福特美方管理层傅礼德推动这一整合时，曾向江铃 ...

Core Insights - Stellantis is evaluating the potential divestiture of its luxury brand Maserati amid significant pressures from rising import tariffs in the U.S. and competition from Chinese electric vehicle brands in the global luxury car market [1][2] - Maserati's global deliveries have plummeted to 14,725 units in 2024, nearly halving from 26,689 units in 2023, indicating severe market challenges [1] - The decline in Maserati's sales is attributed to underperformance of its core model Grecale, a structural shift in demand from Chinese consumers, and a slowdown in product updates [1] Company Strategy - Stellantis has engaged McKinsey & Company to develop new strategic plans for its luxury brands, including Maserati and Alfa Romeo, during a transitional period under Chairman John Elkann [1] - Official representatives from Stellantis have denied rumors regarding the sale of Maserati, but the company has not provided further details on the strategic evaluation [1] Industry Context - The automotive industry is facing challenges related to accelerated electrification, geopolitical risks, and the need to optimize brand portfolios and improve operational efficiency [2] - The future direction of Maserati may serve as a case study for how multinational automotive companies respond to global industry changes [2]

近期，多家跨国车企放缓了电动化步伐，押注多动力组合战略。 "我们坚信电动出行的未来，并正致力于达成全电动化产品阵容这一明确的长期目标。"日前，奥迪中国 方面回复《中国经营报》记者关于电动化战略的采访时表示。 奥迪（中国）方面还表示："我们也注意到全球市场的发展存在明显差异。例如，北美地区的'拐点'目 前正明显后移，而在中国，新能源汽车市场（含混合动力车型、增程式车型及纯电动车型）的'拐点'已 于去年达成。" 鉴于市场的波动性和多样性，奥迪公司方面宣布，未来几年内，以尽可能灵活且稳定的方式提供差异化 的产品组合，涵盖纯电动车型（BEV）、插电式混合动力车型（PHEV）以及内燃机（ICE）车型，并 基于PPE豪华纯电动平台和PPC豪华燃油车平台开发的新车型将在此发挥关键作用。 "全球新能源市场节奏并不同步，未必'全球同此凉热'。"汽车新四化产业研究者、知行韬略合伙人杨继 刚在接受记者采访时指出，"电动车在中国市场已进入第二阶段（新能源汽车渗透率超过50%），用户 认知成熟、基础设施完善，是全球最快"过拐点"的新能源汽车市场。而在北美、欧洲、日韩等地，电动 车普及明显滞后，用户更偏好混合动力或传统燃油车。从这个角度 ...

没有强大的现代工业，一个国家、一个民族，就不能真正地站立起来。1969年，在新中国工业化建设浪潮中，肩负"打赢汽车工业翻身仗"使命 的第二汽车制造厂（后更名为东风公司），在鄂西北山区应运而生。56载春秋，筚路蓝缕、以启山林，东风以"三线建设"为起点，在十堰从零打造 中国首个自主汽车工业基地，带动当地从闭塞山区蜕变为"中国卡车之都"。日前，《中国汽车报》采访团队走进东风商用车，见证新时代背景下， 东风商用车如何擘画新蓝图。 承压之下重塑行业领先优势 当前国内商用车市场需求疲软态势明显，货运行业运力过剩问题持续加剧。以公路货运为例，受宏观经济增速放缓影响，制造业、零售业等行业货物流 通量减少，导致大量货车处于闲置状态。据行业统计，部分地区货车平均空载率已超过 35%，运输企业和个体司机收入锐减，购车意愿被严重抑制。 并且行业内卷化严重，价格战已进入白热化阶段。为争夺有限市场份额，企业不断压缩产品价格，致使企业利润空间被大幅压缩，部分中小厂商因资金 链紧张陷入生存困境。与此同时，行业竞争的白热化促使不同行业的客户对极致降本增效提出了更高的期待。 "比如，物流运输客户不仅关注车辆的购置成本，更在意全生命周期的运营成本 ...