点 击 蓝 字 关 注 我 们 本文全文共 1186 字，阅读全文约需 4 分钟 中国汽车流通协会乘用车市场信息联席分会与广州威尔森信息科技有限公司将每月联合发布"OTA监测月 报"。 OTA（空中下载技术）即通过移动通信技术来进行无线系统升级。 OTA月报，是以全市场OTA升级信息为基础，通过智见OTA平台，进行解析测评、专家解说、车主反 馈、数据分析等模块，梳理出的全面行业OTA监测报告（本报告为简约版）。 OTA数据概览：新势力 2025年4月，新势力品牌共计更新126项功能(上月6项)，相较上月大幅上升；虽然本月升级功能集中 在"语音助手"、"车设车控"模块，"辅助驾驶"相关升级寥寥无几，但近期华为发布乾崑智驾ADS 4、 小鹏上线"智驾险"、蔚来宣传"NWM世界模型"等举措，表明辅助驾驶仍是头部新势力的重要战略阵 地，不过在OTA升级监管政策持续收紧背景下，"辅助驾驶"功能迭代节奏或将有所变革 。 OTA数据概览：自主品牌 2025年4月，自主品牌共计更新256项功能（上月259项），本月自主OTA升级品牌数 为11个，其中领克、东风奕派、仰望品牌均在本月推送了大版本升级 。 OTA数据概览：行业整 ...

行车不规范，亲人两行泪。 道路千万条，安全第一条。 行车安全这件事，一直是生活中老生常谈的一个问题。可随着时代的进步，"车"也在不断的迭代更新，国民的"日用车"也从上世纪的凤凰牌单车到两轮、 电动车，和小轿车的发展。 时至今日，小轿车逐步从传统油车发展为混动、纯电车等新能源车型，日前相关部门发文规定公务用车应选用国产汽车，优先选用新能源汽车，足见新能 源车在中国的地位。与新能源车伴随的是越来越智能的辅助驾驶系统，不得不感慨时代发展之快，就连开车也玩出花来了。 今年2月9日，长安汽车在重庆正式发布智能化战略"北斗天枢2.0"计划。并携手奇瑞、吉利、长城、比亚迪、广汽、东风、蔚来、北汽、小鹏、上汽、腾 讯、英飞凌等"中国智驾合伙人"，共启全民智驾元年。 智能驾驶新技术不全是好事，也有令人心痛的"车祸、人祸"。 影响最深刻的就是3月底的那场惨烈的交通事故，驾驶人和两名乘客死亡，三人均为在校大学生。 安全是一切的基础，有了安全，技术才可以得到发展和保障。这场事故离不开的焦点是智能驾驶，事故发生前车辆处于NOA智能辅助驾驶状态，该驾驶 员或许对智能驾驶存在过分迷信问题，高度依赖于技术，放松了对于车的把控，连锁反应下发生 ...

Group 1 - The core concept of "Intelligent Driving Insurance" (智驾险) is emerging as a response to the growing concerns of car owners regarding liability in accidents involving advanced driver-assistance systems (ADAS) [1][3][4] - Several electric vehicle manufacturers, such as Xpeng Motors and Xiaomi, are offering "Intelligent Driving Insurance" as a supplementary service, which provides compensation in case of accidents while using their autonomous driving features [2][4][5] - The current state of autonomous driving technology is primarily at Level 2 (L2), with Level 3 (L3) still under development, leading to complex liability issues that require further legal and policy refinement [1][7][8] Group 2 - The "Intelligent Driving Insurance" is not classified as a true insurance product, as it is not officially registered with regulatory bodies and is primarily a liability coverage option provided by car manufacturers [3][4][5] - Car manufacturers are responsible for compensation under these plans, which often require customers to first purchase traditional insurance products before being eligible for the supplementary coverage [4][6] - The insurance companies involved are primarily providing data and risk assessment support, rather than directly handling claims, which raises questions about the transparency and regulatory compliance of these offerings [6][8][9] Group 3 - The development of "Intelligent Driving Insurance" is seen as a potential catalyst for enhancing consumer trust in autonomous driving technologies and promoting their adoption [5][8] - Industry experts highlight the need for clearer regulations and standards to define the boundaries and relationships between "Intelligent Driving Insurance" and existing insurance products to avoid overlaps and disputes [8][9] - Future developments may see the emergence of dedicated insurance products for intelligent driving, particularly from manufacturers with their own insurance subsidiaries, as the technology and regulatory landscape evolves [9]

Core Viewpoint - Hesai Technology, the world's largest manufacturer of lidar for assisted driving, is reportedly applying for a confidential listing in Hong Kong following its NASDAQ listing in February 2023 [1][3]. Group 1: Company Overview - Founded in 2014, Hesai Technology is renowned for its lidar technology, primarily used in autonomous vehicles and advanced driver-assistance systems (ADAS) [4]. - The company supplies lidar to leading domestic automakers such as Li Auto, Xiaomi, Leap Motor, and Great Wall [4]. - Hesai has achieved the top global market share in three categories: overall vehicle lidar, ADAS lidar, and L4 autonomous driving lidar, marking it as the only company to receive multiple global firsts for four consecutive years [6]. Group 2: Financial Performance - In its 2024 financial report, Hesai reported a record revenue exceeding 2.08 billion yuan, with a year-on-year increase of 126% in lidar deliveries, totaling 501,889 units [7]. - The ADAS lidar delivery volume reached 456,386 units, reflecting a 134.2% year-on-year growth [7]. - The company transitioned from a Non-GAAP net loss of 241 million yuan in 2023 to a net profit of 14 million yuan in 2024, alongside a positive operating cash flow of 63 million yuan and a net cash flow of 1.3 billion yuan [7]. Group 3: Market Challenges - Hesai has faced scrutiny, being placed on the U.S. Department of Defense's blacklist due to alleged ties to the Chinese military, although it was removed and then reinstated on the list [7][8]. - Following the financial report, Blue Orca Capital released a short-selling report alleging discrepancies in Hesai's reported revenues and customer procurement volumes, as well as claims of losing its largest customer and laying off up to 30% of its workforce [8][9]. - Despite these challenges, Hesai remains optimistic about its future performance, projecting a Non-GAAP profit of 350 million to 500 million yuan for 2025 [9].

Core Insights - The 2025 electric vehicle market is highly competitive, with Tesla's Model 2 triggering a global price war, while domestic manufacturers leverage advanced technologies like solid-state batteries and 800V ultra-fast charging [1][3] - Young consumers, particularly Generation Z, are looking for vehicles that combine aesthetics, performance, and value for money within a budget of 100,000 to 150,000 yuan [1] Group 1: Dongfeng Yipai eπ007 - The Dongfeng Yipai eπ007 is positioned as the "value king" in the electric vehicle market, starting at 125,600 yuan, offering features like an electric tail wing and WANOS panoramic sound system [1][3] - It boasts impressive performance with a four-wheel drive version that accelerates from 0 to 100 km/h in 3 seconds and an extended range version with a total range of 1,200 km [3][4] - The vehicle includes advanced features such as L2-level driving assistance and optional intelligent driving packages for enhanced driving convenience [3][4] Group 2: Nissan N7 - The Nissan N7 is marketed as a strong contender from a joint venture brand, starting at 119,900 yuan, and aims to challenge domestic competitors [4][6] - It emphasizes comfort with features like AI cloud blanket seats that offer 12-point massage and a spacious interior with a 2,915 mm wheelbase [6] - The N7 is equipped with advanced technology, including Orin chips and comprehensive driving assistance features, although it is more suited for comfort rather than sporty driving [6] Group 3: Xiaopeng MONA3 - The Xiaopeng MONA3 is targeted at tech enthusiasts, offering high-level assisted driving features at a competitive price of 155,800 yuan for the top model [7] - Its design prioritizes aerodynamics with a low drag coefficient of 0.194, although this has led to some compromises in rear passenger space [7] - The interior features a minimalist design with essential tech amenities, making it appealing to consumers focused on technology rather than luxury [7] Group 4: Market Trends - The shift in consumer decision-making reflects a transformation of cars from mere transportation to "third living spaces," with different models appealing to various consumer segments [9] - The Nissan N7 attracts practical buyers, the MONA3 appeals to tech-savvy individuals, and the eπ007 resonates with a broader audience due to its versatile appeal [9] - The ultimate market winner will be the vehicle that successfully balances rational needs with emotional values, exemplified by the eπ007 [9]

以下文章来源于财经天下WEEKLY ，作者财经天下 《财经天下》周刊官方账号，提供有品质的深度报道，讲述中国企业在时代浪潮中的精彩故事。 销量见顶。 作者 | 十夜 编辑 | 朗明 来源 | 财经天下 （ID：cjtxweekly） 2 0 25年上半年，大部分合资车企通过"一口价"模式，加强自家燃油车的价格竞争力，其 中不乏传统豪华品牌。作为一线豪华品牌的奥迪也是下了狠手，电影《飞驰人生2》主角 车型奥迪A3，新款的价格已经打到了13万元左右的价格带。 财经天下WEEKLY . 给持续降价打了个幌子 "不用讨价还价，没有套路，奥迪A3限时一口价12.49万元起" "奥迪A3低配贷款落地15 万元，中配贷款落地16万元"。进入5月，不少奥迪4S店的销售在社交媒体上吆喝了起 来。 "奥迪的轿车都已经这么便宜了？"虽然有些消费者一开始抱有怀疑态度，但是当看到各 路4S店官方账号上放出的正式价格海报，也不禁感叹和调侃"奥迪这是卖出了奥拓的价 格"。 目 前 在 售 的 2025 款 奥 迪 A3 同 时 提 供 两 厢 版 和 长 轴 距 三 厢 版 车 型 ， 其 中 两 厢 车 型 A3 Sp ort ba c ...

不过，我们对小米的要求不同于胖东来、蜜雪冰城 ——4 元一杯的柠檬水用了隔夜柠檬，影响有限；但一台二三十万的汽车，一个小错误都可能引发严重后 果。此前若车企在营销中明确 "智能驾驶" 的边界，或许就不会有消费者过度依赖辅助驾驶而导致的悲剧；若车企不用 "智能驾驶" 这类容易误导的词汇，而 是统一规范为 "智能辅助驾驶"（如比亚迪将 "天神之眼" 系统更名），并在使用手册中清晰标注功能范围，就能避免因多人驾驶或借车产生的认知偏差。 这正是 "成也流量，败也流量"—— 流量如热气球般将企业托举上天，但当热度退去，企业可能重重摔落。支撑企业长远发展的根本，始终是产品质量、技 术创新和团队核心竞争力，而非流量。纵观商业史，靠流量崛起的企业或企业家，大多难逃 "摔跟头" 的命运，没有哪个 "网红企业" 能长红不衰。 公众对小米的严苛要求，本质上是在倒逼其成长。如果小米能正视批评、改进问题，未来完全有可能成为全球顶尖车企。雷军多年的创业经历证明，他是一 位优秀的企业家，若他都称不上 "优秀"，国内恐怕没几个企业家敢担此名。 雷军在内部谈话中回应了 3 月份小米汽车初期车祸事件。他提到："没想到这场车祸对小米的打击这么大， ...

点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 风险提示板块业绩不达预期；下游需求存在景气度不稳定的风险；科技创新可能带来短期业绩下降。 注：文中报告节选自兴业证券经济与金融研究院已公开发布研究报告，具体报告内容及相关风险提示等详见完整 版报告。 证券研究报告： 《 eCall 跟踪：国标正式发布，产业发展提速 》 对外发布时间： 2025 年 5 月 18 日 报告发布机构： 兴业证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格） 本报告分析师 ： 蒋佳霖 SAC执业证书编号： S0190515050002 孙 乾 SAC执业证书编号：S0190518110001 杨本鸿 SAC执业证书编号：S0190522080001 陈 鑫 SAC执业证书编号：S0190522030001 张旭光 SAC执业证书编号：S0190523090002 杨海盟 SAC执业证书编号：S0190523070001 桂 杨 SAC执业证书编号：S0190524040005 1、本周 观 点： 逢低布局主线龙头，持续关注组合辅助驾驶安全 2、深度跟 踪 ：e ...

持续两年多的调整后，比亚迪智能化业务架构进入相对稳定阶段。 文 丨 司雯雯 编辑 丨 龚方毅 人事变动最直接地体现着比亚迪最受关注的智能化业务的每一次决策、路线和投入：2 年前， 智能辅助驾驶首次成为比亚迪核心战略，多位外部技术人才密集加入、寻求新机会。自研业务 从内部赛马到合并，管理职位出现又被缩减。最近，在一系列调整后，比亚迪智能化业务组织 架构相对稳定——由此又伴随着新的人事变化。 我们独家获悉，比亚迪为辅助驾驶引入的技术人才之一廖杰已于 2025 年春节后离职。他 2023 年 8 月前后加入比亚迪新技术院，参与智能辅助驾驶算法自研，曾任总监岗位。加入比亚迪 前，廖杰是地平线的智能驾驶研发总监。现在他将回地平线担任原职位。 舱驾一体是新的技术趋势，将辅助驾驶和智能座舱功能集成于一颗计算芯片以提升体验、降低成本。 一位主机厂管理层曾告诉我们，在实现同一水平的功能基础上，舱驾一体模式可节约上千元。 不过，比亚迪智能化团队眼下更要紧的任务是实现天神之眼 B 平台方案的自研、量产，这一方案包括 1 颗或 2 颗激光雷达，可实现基于端到端的城市领航功能，主要应用于比亚迪、腾势 20 万元左右车 型。 用自研方案 ...

2025年上半年，大部分合资车企通过"一口价"模式，加强自家燃油车的价格竞争力，其中不乏传统豪华品牌。作为一线豪华品牌的奥迪也是下了狠手，电 影《飞驰人生2》主角车型奥迪A3，新款的价格已经打到了13万元左右的价格带。 给持续降价打了个幌子 "不用讨价还价，没有套路，奥迪A3限时一口价12.49万元起""奥迪A3低配贷款落地15万元，中配贷款落地16万元"。进入5月，不少奥迪4S店的销售在社 交媒体上吆喝了起来。 "奥迪的轿车都已经这么便宜了？"虽然有些消费者一开始抱有怀疑态度，但是当看到各路4S店官方账号上放出的正式价格海报，也不禁感叹和调侃"奥迪 这是卖出了奥拓的价格"。 目前在售的2025款奥迪A3同时提供两厢版和长轴距三厢版车型，其中两厢车型A3 Sportback共有"飞驰悦享型""飞驰尊享型"以及"飞驰尊享型+豪华臻选 包"3款车型，官方指导价分别为16.59万元、18.99万元和20.59万元，三厢车型A3L Limousine也有同样的3款车型，官方指导价分别为16.99万元、19.39万 元和20.99万元。 在天津某奥迪4S店的宣传海报上，A3 Sportback降价后的"限时一口价"分别 ...