以下文章来源于36氪汽车 ，作者李安琪 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 文 ｜ 李安琪 编辑 ｜ 李勤 杨轩 来源｜ 36氪汽车（ID： EV36kr） 封面来源 ｜ 理想汽车官方 36氪汽车独家获悉，理想汽车辅助驾驶"端到端"模型负责人夏中谱将于近期离职。夏中谱的职级为21级，直接汇报给理想辅助驾 驶研发副总裁郎咸朋。 对于上述信息，36氪汽车向理想汽车官方求证。截至发稿，未获官方回应。 夏中谱于2023年加入理想，主要负责辅助驾驶系统的规划控制模型。此前，夏中谱曾在百度的Apollo部门任职。 夏中谱负责的技术模块，是理想汽车当时"端到端"辅助驾驶方案落地的关键。由于方案效果不错，2024年11月，理想将辅助驾驶 团队调整为"端到端"模型、世界模型、量产研发三大部门时，夏中谱正式成为"端到端"模型负责人，直接汇报给郎咸朋。 在理想2年时间，夏中谱从P9（对应理想新职级体系19级）升到了21级，这种升职速度在理想内部并不多见。 不过，有知情人士告诉36氪汽车：夏中谱的离开，或许与理想的辅助驾驶技术路线变更有关。 "夏中谱认为端到端路线还有可以优化的空间，但理想内部已经 ...

Core Viewpoint - Leap Motor reported significant growth in Q1 2025, with revenue reaching 10.02 billion yuan, a year-on-year increase of 187.1%, and a reduction in losses from 1 billion yuan to 130 million yuan, achieving a record high gross margin of 15% [1][4]. Financial Performance - The company delivered 87,552 vehicles in Q1 2025, marking a 162.1% year-on-year increase, exceeding analyst expectations [4]. - The C-series models accounted for 77.5% of total sales, with 67,812 units delivered [4]. Sales and Distribution - As of the reporting date, Leap Motor had established 756 sales outlets and 449 service centers across 279 cities, expanding to 97 new cities since March 2024 [5]. - The company plans to enhance its channel quality and operational capabilities in first- and second-tier cities, aiming to add 80 new cities by the end of 2025 [5]. Research and Development - R&D expenditure reached 800 million yuan in Q1 2025, reflecting a 53.8% year-on-year increase [5]. - Leap Motor is developing an end-to-end driver assistance system, expected to launch between the second half of 2025 and the first half of 2026 [5]. Future Expansion - Leap Motor aims to expand its overseas market presence, having exported 13,632 vehicles from January to April 2025, with over 7,500 units exported in Q1 alone, surpassing half of the total exports for 2024 [6]. - The company has established over 500 sales and service points in overseas markets, with more than 450 in Europe and nearly 50 in the Asia-Pacific region [7]. - Plans for local production in Europe are underway, with a factory project in the early stages of development, and there are intentions to utilize Stellantis' Gurun factory in Malaysia for local assembly by the end of 2025 [7].

点 击 蓝 字 关 注 我 们 本文全文共 3195 字，阅读全文约需 10 分钟 本文详细资讯可在中国汽车流通协会乘用车市场信息联席分会官网下载：www.cpcaauto.com 1.本周车市概述 乘用车： 5月1-18日，全国乘用车市场零售93.2万辆，同比去年5月同期增长12%，较上月同期增长18%， 今年以来累计零售780.4万辆，同比增长8%；5月1-18日，全国乘用车厂商批发85.8万辆，同比去年5月同期增 长18%，较上月同期下降2%，今年以来累计批发932.6万辆，同比增长12%。 新能源： 5月1-18日，全国乘用车新能源市场零售48.4万辆，同比去年5月同期增长32%，较上月同期增长 15%，全国新能源市场零售渗透率52%，今年以来累计零售380.8万辆，同比增长35%；5月1-18日，全国乘用 车厂商新能源批发46.7万辆，同比去年5月同期增长23%，较上月同期增长0%，新能源厂商批发渗透率54.4%， 今年以来累计批发444.8万辆，同比增长40%。 2.2025年5全国乘用车市场零售销量平稳 | | 1-5日 | 6-11日 | 12-18日 | 19-25日 | 26-31日 | ...

智能辅助驾驶领域，小鹏MONA M03 Max基于图灵AI辅助驾驶系统和满血版AI天玑系统赋能，首次将 20万元以上的AI智能辅助驾驶带入15万元内，填补了市场空白。过去，高阶智能辅助驾驶仅搭载于20 万元以上甚至30万元以上车型，而小鹏MONA M03 Max打破了这一价格壁垒，成为目前汽车行业20万 元以内唯一一款提供超越20万元级车型所搭载的智能辅助驾驶方案的车型。据悉，满血版AI天玑系统 将于6月全量推送给所有MONA车主。 小鹏MONA M03自上市以来，凭借高颜值设计和智能化配置等优势，深受年轻潮流车主喜爱，已连续8 个月成为A级纯电轿车销量冠军。车主中70%是90后，20%是00后，女性车主占比超四成，超过20%的 增换购用户为BBA车主，"颜值高""智能强"成为用户评价的高频关键词。 在智能汽车行业竞争日益激烈的当下，小鹏汽车始终秉持用户思维，致力于打造用户与企业共同成长、 相互成就的生态系统。 本报讯 （记者刘钊）5月20日，广州小鹏汽车科技有限公司（以下简称"小鹏汽车"）在广州为MONA车 主精心筹备了"有MONA终成眷属——小鹏MONA车主520特别活动暨M03 Max开箱"活动。小鹏汽 ...

Core Insights - The intelligent driving industry is undergoing rapid transformation driven by advancements in technology such as chips, lidar, AI algorithms, and vehicle-road collaboration, leading to the commercialization of smart assisted driving [1][2] - By 2025, the competition in the smart assisted driving sector will not only be about technical parameters but also about market positioning and strategic partnerships among companies [1][2] - The total number of companies involved in smart assisted driving in China has exceeded 1,000, with at least 300 listed companies in A-shares, Hong Kong, and US markets [1][3] Market Capitalization and Competition - As of May 14, 2025, the top five companies in A-shares related to smart assisted driving by market capitalization are BYD (1.11 trillion yuan), Seres (213.4 billion yuan), SAIC Motor (192.2 billion yuan), Great Wall Motors (172.9 billion yuan), and Zhongji Xuchuang [4] - The competition among the second-tier companies is intensifying, with market capitalizations of Seres, SAIC, and Great Wall Motors closely clustered within a few billion yuan [4][7] - In the US market, companies like Xpeng and Li Auto are also competing closely in terms of market capitalization [4] Sales Performance - BYD leads the global market in new energy vehicle sales, achieving 4.272 million units sold in 2024, a year-on-year increase of 41.26%, which provides a strong data foundation for its assisted driving development [8][9] - The competition for BYD is not only among domestic manufacturers but also with Tesla, with BYD adopting a strategy of making smart assisted driving technology accessible to lower-priced vehicles [9] Ecosystem and Development Strategies - The smart assisted driving technology is rapidly evolving, with companies pursuing either full-stack self-research or collaborative approaches to differentiate their solutions [12][19] - BYD and Xpeng are examples of companies that are leading in self-research, while Huawei is noted for its collaborative "friend circle" model, partnering with multiple automakers [13][19] - Momenta stands out in the supply chain with a broad customer base, collaborating with seven of the top ten global automakers and over 130 production models [21] Supply Chain Dynamics - The competition among supply chain companies is characterized by a wide range of partnerships and diverse customer types, with companies striving to expand their client base [21] - In the lidar sector, companies like Hesai and RoboSense are engaged in fierce competition, with plans to significantly reduce prices to make lidar technology more accessible [21][24] - The chip sector is also highly competitive, with domestic companies striving to replace established players like Mobileye in the L2 market [24] Industry Challenges and Future Outlook - The commercialization of L3 and higher-level autonomous driving technologies faces regulatory hurdles, with no clear guidelines on liability and road regulations yet established [26][27] - Despite the challenges, the intelligent driving industry in China is on a growth trajectory, with companies like BYD and Huawei leading the way in making assisted driving technology more accessible [28] - The ultimate goal of the industry remains to surpass human driving capabilities in terms of safety and efficiency [28]

工信部今年4月起对智能网联汽车的宣传进行强监管，要求汽车企业充分开展组合驾驶辅助测试验证，明确系统功能边界和安全响应措施，不得进行夸大和 虚假宣传。中国汽车工业协会联合中国汽车工程学会也发布规范驾驶辅助宣传与应用的倡议书。一时间，车企对自动驾驶、自主驾驶、智能驾驶、高阶智驾 等说法，纷纷改称辅助驾驶。 3、未来无论是L2、L3或L4级别的辅助驾驶，都将向平权方向发展。技术正突破高价壁垒，走向规模化应用。 普及辅助驾驶需以安全性为前提 监管趋严，辅助驾驶如何平衡技术普及与安全性？怎样建立跨车企的辅助驾驶事故数据库？新京报贝壳财经记者就辅助驾驶发展相关话题，邀请企业、专家 9位嘉宾参与《车圈圆桌派》一同探讨。 制图/许骁 【圆桌嘉宾】 戴一凡 清华大学苏州汽车研究院总工程师 庄景乾 罗兰贝格合伙人 卢放 岚图汽车首席执行官 邓承浩 深蓝汽车首席执行官 吴会肖 长城汽车首席技术官 张君毅 商汤绝影首席财务官 汪浩伟 均胜电子智能汽车技术研究院院长 郑庄成 四维图新ADS行泊一体产品线负责人 张瑞雪 图灵量子售前方案总监 【核心观点】 1、没有绝对安全的系统，公众对辅助驾驶的相对信任，才是业界需要去追求的。辅助驾驶正 ...

Core Insights - The Chinese electric vehicle (EV) industry is experiencing increased differentiation among leading players, with varying strategic outcomes reflected in their financial results [1] Group 1: Company Performance - Xiaopeng Motors achieved the highest delivery volume among new forces with 94,000 units, projecting revenue between 15.19 billion to 15.7 billion yuan, a year-on-year increase of 132% to 139.8% [1] - Li Auto delivered 92,900 vehicles, a 15.5% year-on-year increase, but expects revenue to decline by 3.5% to 8.7%, totaling between 23.4 billion to 24.7 billion yuan [1][5] - Leap Motor reported a delivery volume of 87,552 units, a 162% increase, with revenue of 10.02 billion yuan, up 187.1%, and a gross margin of 14.9% [2] - NIO's main brand delivered only 27,300 units, with projected revenue between 12.367 billion to 12.859 billion yuan, reflecting a year-on-year growth of 24.8% to 29.8% [4] Group 2: Market Reactions - Xiaopeng's stock price surged by 66.2% since the beginning of 2025, reaching a market capitalization of 147.6 billion HKD [1] - Li Auto's stock increased by 18.1%, while NIO's stock fell by 12.2%, with its market capitalization dropping below 70 billion HKD [1] Group 3: Industry Trends - The EV industry is undergoing a transformation driven by capital and technology, leading to a restructured competitive landscape where leading companies are consolidating resources and innovating [6] - Traditional automakers are leveraging their advantages to incubate new forces, with companies like Zhiji and Zeekr focusing on advanced technologies and cost efficiencies [7] - The industry is shifting from scale expansion to efficiency competition, with a focus on resource concentration and capital flowing towards companies with technological depth and cost control capabilities [7]

前段时间，滑布李也试到了这台魏牌的拳头产品，一辆四挡混动的大六座插混 SUV 。关于产品的解读，后面会再出视频跟大家详细介绍。 今天他 主要想和大家聊的，是这几年的魏牌，到底在做什么。 （文字版，给大家附在 后面了） 关注 「电动车公社」 和我们一起重新思考汽车 就在今晚，魏牌全新蓝山焕新款上市了，售价29.98-32.68万元。 | 二粒味井區機 | | | | --- | --- | --- | | 全 场 景 N O A 智 慧 旗 舰 S U V | | | | Max | Ultra | Ultra 黑武士 | | 建议零售价 | 建议零售价 | 建议零售价 | | 29.98万元 | 32.68万元 | 32.68万元 | 从账面来看，全新蓝山焕新款搭载了 Coffee Pilot Ultra辅助驾驶和 Coffee OS 3.2， 这俩就是魏牌 最新最旗舰的智能化系统了，而且全系标配。 整个体验下来，它辅助驾驶的特点就是 " 稳中求快，安全第一" 。 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 2025 年上半年，汽车行业最破圈的大事，就是让大家认识到了辅助驾驶的重要性，以及危险性。 ...

Core Insights - Xiaopeng Motors held a special event for the launch of the MONA M03 Max, which is set to be delivered by the end of May [2] - The MONA M03 Max will offer two versions with upgraded ranges of 600km and 502km, enhancing its appeal to younger consumers [2][3] - The vehicle features significant upgrades in design, interior colors, and advanced driver assistance systems, making it competitive in the market [2][3] Product Features - The MONA M03 Max will include three new exterior colors: Starry Purple, Moonlight Gray, and Starry Blue, along with a new interior color: Dawn Purple [2][3] - The vehicle will introduce a V2L (Vehicle-to-Load) function, supporting external power output of up to 3.3kW, catering to the camping preferences of younger users [2] - Interior enhancements include a new seat color, additional lumbar support features, and a smaller D-shaped heated steering wheel [3] Target Demographics - Among MONA M03 owners, 70% are post-90s generation, and over 20% of users upgrading from other brands are current BBA (BMW, Benz, Audi) owners [2] - The female ownership rate exceeds 40%, indicating a shift in consumer demographics towards a more diverse customer base [2] Technology Integration - The MONA M03 Max will incorporate high-level AI-assisted driving features, previously available only in vehicles priced above 200,000, now accessible in the 150,000 range [3] - The full version of the AI Tianji system will be rolled out to all MONA owners by June, enhancing the vehicle's technological capabilities [3]

Core Viewpoint - Geely Auto is highlighted as a successful case of transformation among traditional car manufacturers during the current automotive industry shift, achieving significant sales growth and profitability [1][2]. Sales Performance - In April, Geely Auto achieved a 53% year-on-year sales growth, selling 230,000 vehicles, and a 0.8% increase from the previous month, ranking second among traditional car manufacturers [1]. - In Q1 2025, Geely's total sales reached a record high of 704,000 units, with a 48% year-on-year increase, and 48% of these were new energy vehicles [3][4]. Financial Performance - Geely's revenue for Q1 2025 grew by 24.5% to 72.495 billion yuan, while net profit attributable to shareholders surged by 263.6% to 5.672 billion yuan [4][5]. - The gross profit margin improved by 0.2 percentage points to 15.8%, indicating effective cost management despite rising sales [8]. Brand Strategy - The launch of the "Geely Galaxy" brand has significantly contributed to sales, with nearly 260,000 units sold in the quarter, marking a 214% increase [5][6]. - The integration of the Lynk & Co brand into Zeekr has enhanced brand premium capabilities, with Zeekr's total sales increasing by 21.1% to 114,000 units in Q1 [6][9]. Market Position - Geely is positioned as a leading player in the new energy vehicle market, with a domestic penetration rate exceeding 50% [3][12]. - The company is focusing on a unified brand strategy to enhance competitiveness and operational efficiency in a challenging market environment [9][19]. Future Outlook - Geely plans to continue investing in smart driving technologies and aims to expand its global presence, although its export growth has been slower than expected [15][16][17]. - The company is expected to maintain its profitability and growth trajectory by leveraging its multi-brand strategy and enhancing operational synergies [11][18].