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特斯拉推出两款低价版车型;博泰车联与商汤科技订立合作协议
Mei Ri Jing Ji Xin Wen· 2025-10-08 23:07
丨 2025年10月9日星期四丨 NO.1奥立维被任命为Stellantis中国及亚太区负责人 10月8日,Stellantis集团宣布对其领导团队架构进行调整,集团中国市场现任战略负责人及资深顾问奥 立维被任命为中国及亚太区负责人,并担任集团领导团队成员;安巴托将担任玛莎拉蒂品牌CEO。 点评:特斯拉推出低价版车型,此举将重塑电动汽车市场竞争格局。对特斯拉而言,产品线向下延伸有 望提振销量表现,但需关注其毛利率变化。该策略或引发新能源车企价格体系调整,中低端市场竞争将 更趋激烈。这一动向预示新能源汽车行业进入新一轮洗牌期。 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 ...
特斯拉推出两款低价版车型;博泰车联与商汤科技订立合作协议丨汽车早参
Mei Ri Jing Ji Xin Wen· 2025-10-08 23:05
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 ...
博泰车联(02889.HK)与商汤智能科技订立合作框架协议 共推AI在智能网联汽车领域应用
Ge Long Hui· 2025-10-07 23:09
格隆汇10月8日丨博泰车联(02889.HK)发布公告,2025年10月7日,公司与上海商汤智能科技有限公司 ("商汤智能科技",为商汤-W(00020.HK)的间接全资附属公司)订立合作框架协议。公司及商汤智能科技 基于"资源互补、优势共享、合作共赢"的原则,决定建立长期战略合作关系,并签署合作框架协议,以 共同推动人工智能在智能网联汽车等相关领域的融合与应用。本合作框架协议自订立之日起生效,期限 为2年。 ...
开着辅助驾驶 昊铂GT高速追尾工程车
Di Yi Cai Jing· 2025-10-05 13:41
Core Viewpoint - The incident involving the Haobo GT vehicle highlights the limitations of L2 level driver assistance systems, particularly in recognizing irregularly shaped obstacles and the failure of the Autonomous Emergency Braking (AEB) system to activate during a collision [1][2][3] Group 1: Incident Details - A video showing a Haobo GT vehicle colliding with a stationary construction vehicle while using Adaptive Cruise Control (ACC) has drawn public attention [1] - The vehicle involved is a 2023 model of Haobo GT 560, which is equipped with an L2 level driver assistance system that lacks lidar and uses a single monocular camera for front perception [1] - The vehicle was traveling at a speed exceeding 80 km/h at the time of the collision, surpassing the speed limit for AEB activation [2] Group 2: System Limitations - The user manual for Haobo vehicles specifies that the system may not function properly under certain conditions, such as when encountering irregularly shaped vehicles or when using ACC with stationary or low-speed vehicles [2] - The AEB system's limitations have been a topic of debate, with various manufacturers facing similar issues regarding the activation speed and response to obstacles [3] - Current AEB systems primarily focus on longitudinal braking and have limited capabilities in recognizing static objects, which raises concerns about their effectiveness in emergency situations [3] Group 3: Regulatory Developments - The recent draft regulations from the Ministry of Industry and Information Technology aim to clarify safety requirements for L2 driver assistance systems, including the use of AEB and lane-keeping functions [3][4] - The new standards emphasize the need for driver assistance systems to effectively respond to foreseeable misuse by drivers and to provide continuous alerts regarding following distances [4] - The upcoming 2025 model of Haobo GT will include configurations with lidar, indicating a shift towards improved obstacle detection capabilities [4]
奔驰13亿入股,千里科技:单个城市部署千辆自动驾驶出租车
Nan Fang Du Shi Bao· 2025-10-04 11:31
Group 1 - The core viewpoint is that with technological advancements, cost reductions, and policy openness, Robotaxi is expected to enter a rapid popularization phase in the next three years, and the company has plans to complete the full-chain layout for Robotaxi within 18 months [1] - The company is accelerating the development of L4 autonomous driving solutions and collaborating with Geely to develop dedicated Robotaxi models, as well as partnering with leading domestic and international mobility service providers to create a Robotaxi operation service platform [1] - The company aims to achieve large-scale Robotaxi operations in 10 cities globally, deploying over 1,000 Robotaxis in a single city to secure a foothold in the industry [1] Group 2 - The issuance of the first batch of intelligent connected vehicle demonstration operation licenses in Shanghai marks a critical turning point for autonomous driving from "road testing" to "scale operation," significantly promoting the commercialization of L4 autonomous driving technology [2] - Analysts believe that this marks the official commercialization stage of Robotaxi, and if other cities and countries follow suit with similar policies, it could trigger a significant commercial breakthrough for L4 autonomous driving [2] - The company has made steady progress in its technology business sector since initiating an "AI+" strategic transformation last year, completing a comprehensive business layout in a short period [2] Group 3 - The company, formerly known as Chongqing Lifan Technology, underwent bankruptcy restructuring in 2020 and was transformed under Geely's leadership, achieving absolute control over Lifan Technology in 2022 [3] - In July 2024, Geely will transfer 19.91% of Lifan Technology's shares to a company owned by the co-founder of Megvii Technology, making it the second-largest shareholder [3] - On September 25, the company announced that Mercedes-Benz (Shanghai) Digital Technology Co., Ltd. acquired 3% of its shares for approximately 1.339 billion yuan, becoming the fifth-largest shareholder, with a commitment not to reduce holdings within 12 months [3]
海南自贸港助力新能源汽车产业“加速跑”
Xin Hua Wang· 2025-10-02 11:11
Core Viewpoint - The 2025 World New Energy Vehicle Conference highlighted the potential of Hainan Free Trade Port to accelerate the transformation and development of the new energy vehicle industry [1][2]. Group 1: Policy and Market Development - A series of supportive policies for the new energy vehicle industry in Hainan have shown results, with the number of new energy vehicles reaching 483,700 by the end of August, accounting for 21.86% of the total vehicle ownership [1]. - Public sector vehicles in Hainan have achieved a 100% transition to new energy vehicles, indicating a significant shift towards clean energy in public transportation [1]. - The establishment of a more favorable and convenient policy system in Hainan is expected to inject new momentum into the development of the new energy vehicle industry [1]. Group 2: Industry Collaboration and Innovation - The China Automotive Engineering Research Institute plans to create an intelligent connected vehicle testing platform in Hainan, leveraging the region's policy advantages [2]. - Ningde Times is focusing on Hainan for its battery swap demonstration zone due to the availability of clean energy, which can support distributed energy storage [2]. - Multiple collaborations, including the establishment of the Hainan Automotive Modification Alliance and the Intelligent Connected Vehicle (Hainan) Technology Service Center, have been initiated to enhance the new energy vehicle ecosystem in Hainan [2]. Group 3: Testing and R&D Opportunities - Hainan is recognized as a natural testing ground for vehicles, with diverse geographical features and over a thousand kilometers of urban and highway autonomous driving testing roads [1]. - The Hainan Automotive Testing Ground in Qionghai City serves as a base for testing intelligent connected vehicles in high-temperature and high-humidity conditions, catering to the needs of hot market regions [1]. Group 4: Global Cooperation and Future Prospects - Hainan has hosted the World New Energy Vehicle Conference for seven consecutive years, becoming a significant platform for showcasing China's achievements in the new energy vehicle sector and connecting with international markets [2]. - The Hainan Free Trade Port is seen as a new opportunity for global automotive industry collaboration, providing policy coordination, standard recognition, and cross-border data flow [2].
交通部/工信部推新国标!10月起,又一批商用车新规将实施 | 头条
第一商用车网· 2025-10-01 13:05
National Policies - The Ministry of Industry and Information Technology is seeking public opinion on the mandatory national standard for "Safety Requirements for Intelligent Connected Vehicles' Combined Driving Assistance Systems," with feedback due by November 15, 2025. This standard aims to fill the safety baseline gap for combined driving assistance systems, enhancing product safety and quality supervision [3][5]. - The Ministry of Transport has released the "Technical Specifications for Road Transport of Hydrogen (including Liquid Hydrogen)," which will take effect on March 1, 2026. This standard outlines the equipment conditions and requirements for the transport, storage, and emergency handling of hydrogen [6][8]. - A new regulation for the management of spent fuel transport from nuclear power plants will be implemented on October 1, 2025, clarifying the responsibilities of various departments and management requirements for the transport process [10][12]. - The "Highway Emergency Lane Design Specification" will come into effect on October 1, 2025, as announced by the Ministry of Transport [13]. Local Policies - In Chongqing, the "Measures for the Governance of Overloaded and Overweight Road Freight Transport" took effect on September 1, 2025, establishing mechanisms to trace the source of illegal overloads and enhance enforcement [16]. - Henan Province has introduced a differentiated toll policy for certain highway sections, offering a 40% discount on tolls for specific truck categories from October 1, 2025, to September 30, 2026 [19]. - Anhui Province has announced the exemption of highway rescue service fees starting September 20, 2025, for vehicles that cannot move due to breakdowns or accidents [21]. - Hubei Province will continue its differentiated toll policy, providing additional discounts for trucks using ETC on state-owned highways [23]. - Hunan Province is developing a comprehensive LNG refueling network, planning to establish 174 LNG refueling stations along major highways to support long-distance travel for LNG vehicles [25][26]. - Inner Mongolia is conducting a special governance action for vehicle transporters to ensure compliance and prevent illegal operations from August to December 2025 [28]. - Guangdong Province aims to reduce logistics costs and increase the proportion of green transport methods for bulk goods to over 90% by 2027, while also supporting the development of zero-emission freight corridors [30]. - Yunnan Province has optimized its subsidy plan for large-scale transportation equipment updates, with a daily budget of approximately 500,000 yuan available for applications starting September 15, 2025 [33]. - Gansu Province has introduced measures to improve the working conditions and rights of truck drivers, focusing on their needs and safety [35].
10月财经日历请查收!
第一财经· 2025-09-30 13:49
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实探国内最大多功能传感器生产基地—— 孝感,孝“感”!一条生产线的“链式反应”
Zheng Quan Shi Bao· 2025-09-29 22:22
在孝感华工高理电子有限公司(简称"华工高理")的生产车间内,自动化产线安静而高速地运转,一枚 枚细小的传感器芯片,经过镀膜、光刻、封装等三四十道工序,被贴上独有的可追溯身份二维码后,流 向全球市场。 这里,每天有超过500万只传感器下线,其中相当一部分,将嵌入全球各大品牌的家电产品中——一个 鲜为人知的事实是,全球市场上每10台家电中,就有7台使用着产自孝感的温度传感器。 孝感,这个离武汉驱车只需一个小时的中部城市,已悄然崛起为全国最大的多功能传感器生产基地。近 日,证券时报记者实探该基地了解到,围绕着华工高理这家龙头公司,孝感传感器产业形成了"一主多 元、聚链成势"的格局,面对产业中高端产品依赖进口的行业现状,孝感传感器企业已将目光投向更广 阔、也是更高附加值的领域,探索一条产业突围之路。 日前,证券时报记者换上防护服,通过风淋通道进入华工高理的传感器装配车间。车间门口的"数字化 工厂"大屏上显示着生产计划、生产进展、合格率等实时信息。车间内,从原材料上料到成品检测的30 多道工序中,除上下料环节保留人工操作外,其余全由机械臂和检测设备完成。 "从原材料到成品,过去需要18人操作的生产线,现在只需1人监控。 ...
中国汽车市场一周行业信息快报——2025年9月第5期
Zhong Guo Zhi Liang Xin Wen Wang· 2025-09-29 10:05
Group 1: Industry Dynamics - In the last week of September, the domestic automotive market saw significant developments including policy releases, market sales, quality supervision, and corporate actions [1] - The Ministry of Industry and Information Technology reported that the penetration rate of passenger cars equipped with combined driving assistance systems exceeded 60% [1][3] - From January to July, the sales of new passenger cars with combined driving assistance systems reached 7.76 million units, marking a penetration rate of 62.6%, an increase of 5.7 million units and 40 percentage points compared to the same period in 2021 [3] Group 2: Policy and Standards - The Ministry of Industry and Information Technology is soliciting public opinions on the mandatory national standard for "Automotive Door Handle Safety Technical Requirements" and three amendments to existing standards, with a deadline for feedback set for November 22, 2025 [4] - The Ministry of Commerce and eight other departments issued guidelines to promote the development of digital consumption, including trials for the access and road use of intelligent connected vehicles [3] Group 3: Market Performance - The China Passenger Car Association reported that retail sales of passenger cars from September 1 to 21 reached 1.191 million units, a year-on-year increase of 1% and an 8% increase compared to the previous month [6] - During the same period, retail sales of new energy vehicles reached 697,000 units, a year-on-year increase of 10% and an 11% increase compared to the previous month, with a cumulative retail of 8.267 million units for the year, up 24% year-on-year [6] Group 4: Quality Supervision - The State Administration for Market Regulation announced its first special inspection of the quality of new energy vehicle products to prevent low-price and low-quality risks in the industry [6] Group 5: Corporate Actions - Seres announced that it received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 331,477,235 shares for listing on the Hong Kong Stock Exchange [8][9] - Mercedes-Benz and Momenta announced a collaboration to develop a new generation of intelligent driving assistance systems, which will debut in the new electric CLA model this autumn [11]