智能驾驶作为车企宣传C位和卖点的时代或许要结束了。 5月6日，新京报贝壳财经记者调查发现多家车企已纷纷调整智能驾驶表述。目前，比亚迪、理想汽车、小米汽车、蔚来汽车、阿维塔、小鹏汽车等车企宣传 产品时，表述发生了较为明显的改变。多车企内部人士对记者表示，"这是响应相关主管部门号召。" 据了解，4月16日，工信部装备工业一司组织召开了智能网联汽车产品准入及软件在线升级管理工作推进会，强调车企要"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。" 中国汽车动力电池产业创新联盟理事长董扬向新京报贝壳财经记者表示，车企责任在于不能过度宣传，媒体也不能渲染，用户不可滥用，加强法律法规宣 传。在现有技术背景下，驾驶员仍是第一责任人。 "规范车企营销话术还是很有必要的，之前各车企的智能驾驶的概念太多，一般人也分不清楚有什么区别。"河北车主周先生认为，这样可以摆正用户的认 知。 北京市康达律师事务所律师韩骁提到，在智能网联汽车产业蓬勃发展的当下，华为鸿蒙智行、理想、小米、蔚来等车企近期集体调整宣传表述，体现了我国 法律对辅助驾驶功能的宣传和使用规范的增强。4 月 16 日工信部召开的专项会议，明确要求车企不得对驾驶辅 ...

Group 1 - The 2025 Shanghai International Auto Show has opened, showcasing the rapid evolution of the Chinese automotive industry, particularly in the realm of new energy vehicles and smart technology [1] - The show marks a new milestone with an unprecedented scale, featuring brands like Xiaomi and Hongmeng Zhixing, while luxury brands such as Lamborghini and Rolls-Royce are notably absent [1] - The integration of artificial intelligence with automotive technology is a major highlight, while the marketing of smart driving features has been put on hold [1] Group 2 - The Ministry of Industry and Information Technology has emphasized the need for car manufacturers to clarify the boundaries of system functions and safety measures, prohibiting exaggerated and false advertising [4] - By 2024, the penetration rate of L2-level new cars in China is expected to reach 57.3%, with projections indicating that by 2030, the market penetration rate for L2 and above could reach 90% [4] - WeRide, a leading autonomous driving technology company, collaborates with Bosch to develop L2-level driving assistance solutions, emphasizing that drivers retain full control during the use of these features [4][6] Group 3 - The focus on safety in driving assistance systems is increasing, with companies like Huawei and Xiaomi highlighting safety as a luxury [7] - The development of multi-technology combinations is seen as a key path to enhancing automotive safety performance [7][9] - The speed of development for driving assistance technology remains strong, with industry leaders welcoming new regulations as a means to clarify safety standards rather than hinder progress [10] Group 4 - WeRide's self-developed AI end-to-end model enhances the efficiency of complex perception, prediction, and planning tasks in driving [11] - The future of driving assistance systems is expected to focus on reducing hardware costs, improving user experience, and significantly increasing the usability of smart driving features [13] - The Shanghai Auto Show serves as a critical window for observing the development trajectory of the Chinese automotive industry, reflecting its rise and the ongoing transformation of the automotive sector [13]

Core Insights - General Motors (GM) reported a net income of $44 billion and a net profit of $2.8 billion for Q1 2025, with an adjusted EBIT of $3.5 billion, reflecting a positive impact from recent U.S. tariff policy changes [3][4] - The company updated its full-year 2025 financial outlook, projecting adjusted EBIT between $10 billion and $12.5 billion and adjusted diluted EPS between $8.25 and $10.00, while anticipating a $4 billion to $5 billion impact from tariffs [4][6] Financial Performance - In Q1 2025, GM's adjusted EBIT margin was 7.9%, with adjusted diluted EPS at $2.78 and adjusted automotive cash flow at $800 million [4] - The updated financial outlook indicates a strong recovery and adaptation to new trade policies, with expectations to offset at least 30% of the tariff impacts [4][6] Market Position - GM's market share in the U.S. increased by nearly 2 percentage points to 17.2%, with sales incentives significantly lower than the industry average [4] - In the electric vehicle market, GM ranked second in sales, nearly doubling its Q1 sales, with approximately 60% driven by trade-in demand for non-GM brands [4] Product Performance - Full-size SUVs achieved the best sales performance since 2007, with a combined market share of 69% for Chevrolet Tahoe, Chevrolet Suburban, and GMC Yukon [5] - In the mid-size SUV segment, sales for Chevrolet Traverse, GMC Acadia, and Buick Enclave rose by 62%, 73%, and 37% respectively, contributing to market share growth [5] Technological Advancements - GM is advancing in driver assistance and autonomous driving technologies, collaborating with Cruise to develop L3 and more advanced systems [5] - The Super Cruise system is being upgraded to include features like automatic lane changes and smart speed control, with a significant increase in vehicles equipped with this system [5] International Market - GM achieved profitability in the Chinese market for the first quarter, following a positive trend in market performance and product competitiveness [6] - The company reported a 53.2% year-over-year increase in sales of new energy vehicles, including pure electric and plug-in hybrid models [6] New Product Launches - Buick's new high-end electric sub-brand "至境" was unveiled in April, with plans to launch six new electric models within the next 12 months [6] - GM aims to cover all major price segments for new energy vehicles in China over the next two years, leveraging local R&D and diverse product offerings [6][7]

Core Viewpoint - The automotive industry is undergoing a significant shift in terminology and marketing strategies regarding intelligent driving, moving from "smart driving" to "assisted driving" in response to regulatory pressures and safety concerns [1][2][3]. Group 1: Regulatory Changes - The Ministry of Industry and Information Technology (MIIT) issued a draft standard prohibiting the use of ambiguous terms like "automatic driving" and "smart driving," mandating the use of "assisted driving" or "combined assisted driving" [1]. - Following a serious accident involving a Xiaomi vehicle, regulatory bodies tightened promotional language, emphasizing the need for clear communication about the limitations of L2-level assisted driving systems [2][3]. Group 2: Industry Response - Xiaomi's rebranding of its driving assistance features reflects a broader trend among new automotive companies, including Li Auto, NIO, and Xpeng, to adjust their marketing language and focus on safety and comfort rather than advanced driving capabilities [1][2]. - The shift in terminology is seen as a response to the misalignment between technological maturity and public perception, with many consumers mistakenly believing L2 systems offer full autonomy [3]. Group 3: Technical Considerations - Xiaomi's SU7 model highlights the ongoing debate between pure vision systems and multi-sensor fusion technologies, with the former being cost-effective but limited in adverse conditions, while the latter offers enhanced safety at a higher cost [4]. - The change in naming from "smart driving" to "assisted driving" serves to manage user expectations and clarify the responsibilities of drivers in the context of current technological limitations [4]. Group 4: Consumer Education - The rebranding initiative aims to foster a more rational understanding of intelligent driving among consumers, moving away from the notion of "fully autonomous" vehicles [6]. - Companies are implementing measures to educate users about the limitations and responsibilities associated with assisted driving, including mandatory training and detailed user manuals [6]. Group 5: Future Outlook - The transition to "assisted driving" signifies a move towards a more realistic and safety-focused approach in the automotive industry, with an emphasis on balancing technological advancements with regulatory compliance [7]. - The industry is expected to evolve towards L3-level and above autonomous driving, but this progression will prioritize safety and responsible marketing practices [7].

40年光阴流转，上海国际汽车工业展览会（以下简称"上海车展"）从黄浦江畔萌芽，一路成长为全球汽车行业瞩目的盛会。从燃油车时代的机械轰 鸣，到新能源浪潮的电驱澎湃，它始终站在产业变革的潮头，与中国汽车工业发展同频共振，扮演着中国汽车工业崛起的见证者和全球汽车技术碰撞交融 的推动者。 从1万到36万平方米 4月23日，2025上海车展开幕，全球汽车业的目光交汇于此。近1000家中外知名企业参展，展出总面积超36万平方米，首发超百款新车，举办 超193场新闻发布会，使其成为全球规模最大、层级最高的汽车新品首发地和首秀场。这一盛况和规格，不仅彰显出全球车企对中国市场的高度重 视，更凸显出上海车展在全球汽车产业中的关键地位。 回溯到40年前的1985年7月3日，第一届上海车展在上海工业展览馆（现上海展览中心）开幕。当时，展馆面积仅1万平方米，参展厂商来自22个国家 和地区，共328家。中国汽车工业展设在露天广场，展示了桑塔纳轿车、天津大发微型车、南京依维柯货车等合资汽车企业的产品。首届上海车展的举 办，很大程度上是服务于当年上海大众最新下线的首款轿车桑塔纳，助力其快速打开市场，开启中国汽车产业合资合作的新篇。 然而，2 ...

Group 1 - Xiaomi has renamed its "Smart Driving" feature to "Assisted Driving" for its SU7 vehicle models, with updated terminology on the ordering page [1] - The SU7 standard version will feature "Xiaomi Assisted Driving Pro," while the Pro and Max versions will have "Xiaomi End-to-End Assisted Driving" [1] - The end-to-end assisted driving system allows for various driving tasks, including navigation setup, toll assistance, and parking [1] Group 2 - Nezha Auto's app and website have resumed normal operations after a temporary outage due to unpaid data fees, which occurred during a holiday period [2] - The company is currently facing operational challenges and is seeking financing to address its debts [2] Group 3 - Berkshire Hathaway reported a Q1 net profit of $4.603 billion, a 64% decrease year-over-year, with revenues slightly down to $89.725 billion [10] - The company's investment losses for the quarter amounted to $5.038 billion, contrasting with a profit of $1.48 billion in the same period last year [10] - Berkshire's cash position reached a record high of $347.7 billion at the end of Q1 [10] Group 4 - Skoda Auto's Q1 sales revenue reached €7.26 billion, marking a 10.4% increase year-over-year, with an operating profit of €546 million, up 2.1% [10] - The company delivered 238,600 vehicles in Q1, an 8.2% increase, with electric and hybrid models seeing a 114% rise in sales [10] Group 5 - The high-speed rail pet transport service saw over 80% of its capacity booked during the May Day holiday, with real-time monitoring available for pets [7] - The pricing for the pet transport service ranges from 360 to 860 yuan, depending on the distance [7] Group 6 - Microsoft announced a price increase for its Xbox consoles and games, with the Xbox Series S rising by $80 to $379.99 and the Series X by $100 to $599.99 [6] - The company plans to further increase game prices in the future, although specific timing has not been disclosed [6] Group 7 - Apple is collaborating with Anthropic to develop a new AI software platform aimed at improving coding processes, integrating Anthropic's Claude Sonnet model [8] - This initiative reflects Apple's strategy to enhance internal workflows and modernize product development [8]

Group 1 - Xiaomi has renamed "Smart Driving" to "Assisted Driving" on its SU7 car order page, with specific changes to the terminology used for its driving assistance features [1] - The SU7 standard version now features "Xiaomi Assisted Driving Pro," while the Pro and Max versions include "Xiaomi End-to-End Assisted Driving" [1] Group 2 - Nezha Auto's app and website have resumed normal operations after a temporary outage due to unpaid data fees, highlighting ongoing operational challenges and the need for financing to address debts [2] - The company has faced previous issues with its app and website, indicating potential instability in its operations [2] Group 3 - 雷军's role at Xiaomi Home has changed from Executive Director to Director, with the company's business scope expanding to include sales of smart home consumer devices and hair accessories [3] Group 4 - Berkshire Hathaway reported a significant decline in Q1 net profit to $4.603 billion, a 64% decrease year-over-year, with total revenue slightly down to $89.725 billion [10] - The company also experienced an investment net loss of $5.038 billion in the first quarter, contrasting with a profit in the same period last year [10] Group 5 - Skoda Auto's Q1 sales revenue reached €7.26 billion, marking a 10.4% year-over-year increase, with a total delivery of 238,600 vehicles, up 8.2% [11] - The sales of electric and plug-in hybrid models surged by 114%, totaling 36,900 units [11] Group 6 - Fat Dong Lai reported a sales figure of 1.749 billion yuan for April, with cumulative sales exceeding 8 billion yuan for the year [11] - The supermarket, jewelry, and department store sectors contributed significantly to the sales, accounting for over 70% of the total [11] Group 7 - Tesla has launched a dedicated 512GB USB drive priced at 599 yuan, designed for vehicle's Sentry Mode and dashcam, providing a reliable storage solution for vehicle safety and recording [12]

Group 1 - The core viewpoint of the article indicates that the term "smart driving," which was previously a key selling point for many electric vehicle brands, is gradually being replaced by "assisted driving" in their marketing strategies [1] - Companies such as Li Auto, Xiaomi, NIO, and Xpeng have shifted their promotional language, with most dealerships no longer emphasizing "smart driving" as a primary feature [1] - Xiaomi has specifically updated the terminology on its SU7 vehicle order page, changing "smart driving" to "assisted driving," reflecting a broader industry trend [1]

随着智能网联汽车安全及相关表述迎来强监管，小米汽车将"智驾"更名为"辅助驾驶"。5月4日，小米调整了SU7 新车订购页面中的措辞，将"智驾"改为"辅助驾驶"。具体来看，小米SU7标准版搭载的Xiaomi Pilot Pro从"小米智 驾Pro"更名为"小米辅助驾驶Pro"；小米SU7 Pro、小米SU7 Max搭载的Xiaomi HAD中"小米智驾Max"更名为"小米 端到端辅助驾驶"。 "智能驾驶"表述趋于克制和谨慎 根据小米汽车官网，端到端辅助驾驶可实现从车位到车位的辅助驾驶，上车仅需设置导航，ETC/闸机辅助通行， 窄路/环岛通行、停车场寻位泊车等都可以请辅助驾驶来完成。同时，小米端到端大模型架构化繁为简，辅助驾 驶"端到端"是将感知、预测和规划集成，将感知输入的原始数据通过大模型运算，直接输出最终轨迹。减少信息 传输的误差，实现能力跃升。 4月16日，工信部装备工业一司组织召开了智能网联汽车产品准入及软件在线升级管理工作推进会，会议围绕工业 和信息化部、市场监管总局《关于进一步加强智能网联汽车产品准入、召回及软件在线升级管理的通知》有关产 品准入和软件在线升级备案要求，听取汽车生产企业落实情况及建议。 ...

Core Insights - The automotive industry is entering a phase of intense competition, with a significant number of new models expected to launch in 2025, leading to a price war among manufacturers [3][4] - The market is characterized by three main competitive groups: new energy vehicle startups, traditional Chinese automakers, and foreign companies, with sales performance becoming crucial for all players in the next three years [3][4] - Leap Motor aims to achieve a sales target of 500,000 vehicles in 2025, with a focus on increasing volume models and expanding its presence in overseas markets [4][5] Industry Overview - The 2025 Shanghai Auto Show featured over a thousand exhibitors and more than a hundred new car models, indicating a vibrant automotive market [3] - An estimated 600 to 700 vehicle models are expected to launch this year, with around 120 being entirely new models [3] Company Strategy - Leap Motor's B series is set to contribute 40% of the company's growth, with the B10, B01, and B05 models planned for release [4][5] - The B10 model, launched at a price range of 99,800 to 129,800 yuan, has already seen significant demand, with over 10,000 pre-orders within an hour of its release [5] - Leap Motor is positioning itself as a "Uniqlo" of the automotive industry, focusing on high specifications at competitive prices while also planning to enter the high-end market with a new D series model [5] Technological Development - The company emphasizes the importance of end-to-end assisted driving technology as a key trend in the automotive sector, while also advocating for responsible marketing practices to avoid misleading consumers [6][7] - Leap Motor plans to enhance its R&D capabilities, expanding its team from 300 to over 500 personnel to accelerate technological advancements in smart driving [7][8] - The company aims to achieve industry-leading safety standards in its assisted driving features, with plans to implement Qualcomm's 8650 chip in the B10 model for improved urban driving assistance [8]