要闻提示 NEWS REMIND 1. 华为牵手11家汽车品牌发布智能辅助驾驶安全倡议，但倡议的11车企依然「智驾」满天飞 2.TikTok计划进军日本电商市场，亚马逊日本同日官宣新动作 3. 蔚来李斌：今年是产品大年和技术收获大年，很笃定第四季度会实现盈利 4. 刹不住的车不配叫性能车？莲花高管放狠话，老车主嗤之以鼻 5."还是亲儿子！"上汽董事长：智己汽车是一号工程，永不改变 6.昆仑万维交出上市十年以来首份亏损的年报：2024年累计亏损近16亿元，同比大降226.74% 7. 苹果加速供应链转移，消息称2026年美版iPhone或全面"印度造" 8.DeepMind英国员工举旗反抗，硬刚谷歌交易AI军工合同 今日头条 HEADLINE NEWS 华为牵手11家汽车品牌发布智能辅助驾驶安全倡议，但倡议的11车企依然「智驾」满天飞 4月27日消息，华为乾崑智能汽车解决方案官方今日发布《智能辅助驾驶安全倡议》。倡议中，一共有11 家汽车品牌的高管署名，11家汽车品牌分别为广汽、上汽、江汽、奥迪、东风猛士、岚图、深蓝汽车、北 汽、阿维塔、赛力斯、奇瑞汽车等。这些汽车品牌中除了有鸿蒙智行的五界，还有采用华为乾崑A ...

【华为联合11 家汽车品牌发布智能辅助驾驶安全倡议：技术先行、营销透明、用户为本】 华为乾崑智能 汽车解决方案官微发布《智能辅助驾驶安全倡议》。倡议中，一共有11家汽车品牌的高管署名，分别为 广汽、上汽、江汽、奥迪、东风猛士、岚图、深蓝汽车、北汽、阿维塔、赛力斯、奇瑞汽车。（腾讯 网） 上下滑动可查看长图 【蚂蚁集团旗下OceanBase任命AI战略一号位】 蚂蚁集团旗下分布式数据库OceanBase发布全员信， 宣布CTO杨传辉担任AI战略一号位，并新设AI平台与应用部、AI引擎组，全力推进"DATA×AI"平台 的搭建与应用开发。OceanBase CEO杨冰透露，OceanBase的AI战略得到了蚂蚁集团的全力支持，蚂 蚁将开放全部AI场景给OceanBase。（格隆汇） 【美团："因使用双开或京东软件，被永久停止接单"系恶意P图造谣】 4月27日，美团发布声明称， 在澄清"去其他平台跑单会被美团永久封号"的谣言后，社交平台上依旧出现了骑手App显示"永久停止 接单原因为：存在使用双开或京东软件的行为"的谣言图片。经核实，该图片源自平台封禁违规抢单 外挂的正常提示页，但ip地址在广东的个别网民，对图片进 ...

Core Viewpoint - The 2025 Shanghai Auto Show emphasizes "safety" as a central theme, reflecting regulatory pressures, industry standards, and consumer awareness regarding technology boundaries [1][2][3] Regulatory Environment - The Ministry of Industry and Information Technology held a meeting to enforce regulations against exaggerated and false advertising by automakers, requiring clear definitions of system functionalities and safety measures [1] - The China Automobile Industry Association and the China Automotive Engineering Society issued a joint statement urging companies to adhere strictly to the "Automated Driving Classification" to avoid misleading representations [1] Consumer Behavior - Consumers are shifting their focus from "cool features" to "actual reliability" when purchasing vehicles, demanding transparency and accountability from automakers regarding legal responsibilities [2] - Sales personnel report that customers are increasingly asking for written commitments regarding the functionalities of vehicles [2] Industry Response - Automakers are adjusting their marketing strategies, with the term "autonomous driving" nearly disappearing in favor of more cautious language like "assisted driving" [2] - Companies are showcasing safety through redundancy designs and scenario validations rather than merely competing on hardware specifications [3] Safety Initiatives - Various companies, including Huawei and several automotive groups, have launched initiatives to promote safety in intelligent driving technologies, emphasizing that safety is fundamental to the industry's long-term development [3] - The establishment of safety technology laboratories and public demonstrations of safety features are part of efforts to build consumer trust [3] Future Outlook - The competition in the automotive industry is shifting from storytelling to making reliable commitments, with future winners likely to be those who effectively balance safety redundancy, data integrity, and cost control [3]

1.【 宝马中国宣布接入DeepSeek】 4月27日消息，继与阿里巴巴达成AI大语言模型战略合作后，宝马 再度深化本土AI生态布局，宝马中国宣布接入DeepSeek。 未来，DeepSeek功能也将应用于国产宝马 新世代车型。 今年三季度开始，将率先应用于多款搭载第9代（BMW）操作系统的中国在售新车，通 过深度思考能力赋能以BMW智能个人助理为中心的人机交互体验。 （新华网） 2.【华为联合11家汽车品牌发布智能辅助驾驶安全倡议：技术先行、营销透明、用户为本】华为乾崑智能 汽车解决方案官微发布《智能辅助驾驶安全倡议》。倡议中，一共有11家汽车品牌的高管署名，分别为 广汽、上汽、江汽、奥迪、东风猛士、岚图、深蓝汽车、北汽、阿维塔、赛力斯、奇瑞汽车。（腾讯 网） � 睿兽分析 睿 兽 分 析 产 业 日 报 把 握 商 机 ! 先 人 一 步 ▶涵盖五大赛道 *AIGC *智能制造 ゃ企业服务 «医疗健康 « 交通出行 JOIN Hose ■ 9元/月 扫码 订阅 3.【零 跑将向一汽红旗提供电动汽车平台，新车型明年下半年投产】零跑、一汽双方的高管透露，零跑 汽车与国有车企一汽集团达成合作，将向红旗提供电动车 ...

Group 1 - Avita Technology announced the launch of the Avita 11 smart luxury SUV, available in both range-extended and pure electric versions, with a starting price of 289,900 yuan [1] - The entire Avita 11 lineup features Huawei's top-tier three-laser intelligent driving assistance system and the HarmonyOS 4-based smart cockpit [1] - The Avita 11 Max range-extended version offers a CLTC pure electric range of 225 km and a comprehensive range of 1,065 km, with a fuel consumption of 6.2 L/100 km [1] Group 2 - The Avita 11 officially introduced its first performance-tuned model, the Night Knight version, featuring a matte gray exterior and Burgundy red interior [2] - The Night Knight version is equipped with a high-performance KONI suspension system, which includes a wide adaptive damping technology and supports 20 levels of continuous adjustment [2] - The KONI suspension system enhances driving stability and comfort by dynamically responding to road conditions in milliseconds [2]

Group 1 - The core focus of Li Auto's product planning is on user value rather than sales targets, aiming to become a leading brand in pure electric vehicles within three years [1] - Li Auto's product lines will consist of three series: L series, i series, and MEGA, with the first pure electric SUV, Li i8, starting factory trial production and set to launch in July [1] - The target market for Li i8 is primarily family users, positioned as a replacement model for existing users in the 150,000 to 250,000 yuan price range for new energy vehicles [1] Group 2 - Li Auto showcased the Li MEGA Home family special edition, Li MEGA Ultra smart upgrade version, and Li L6 smart upgrade version at the auto show [2] - The company faced challenges with the MEGA model due to design controversies and sales not meeting market expectations, leading to a shift in focus from sales volume to user value and operational efficiency [2] - Li Auto is actively cooperating with regulatory authorities regarding intelligent driving standards, with the L6Pro model now equipped with lidar for enhanced night safety [2]

以下文章来源于定焦One ，作者定焦One团队 内容转载自微信公众号 「 定 焦One 」 （dingjiaoone） 作者 | 金玙璠 编辑 | 魏佳 两年一度的上海车展，向来是车企的"必争之地"，更是我们观察车企动向、了解车市格局的绝佳 机会。 这届车展明显能闻到 格局重塑 的火药味——当七成展车变成新能源，特斯拉和兰博基尼、劳斯莱 斯等品牌集体缺席，车企争相邀请海外媒体时，这场车展早已不是简单的"新车秀"， 三个关键词 定焦One . 深度影响创新。 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 可以概括这场剧变： 燃油车时代加速落幕 ，中国车市重新洗牌，以及本土车企的"出海大冒险"。 但变化的细节远比这更耐人寻味，「定焦One」总结了本届车展的三大变化： 产品战：无论是混动还是纯电，SUV都成了核心战场。 36万平方米的展馆里，上百款新车中有43款全新车型， 半数是SUV。 其中新能源车占了七成 ， 混动和纯电车型比例是4:6。 有意思的是，混动和纯电战场，车企们都不约而同押注SUV。混动 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 工信部监管新规发布后，"安全" "辅助驾驶" 成为车展智驾宣传关键词。 文 丨 赵宇 郭瑞婵 曾兴 魏冰 编辑 丨 龚方毅 此前，智能驾驶之所以在市场宣传层面过于激进，和中国汽车市场的销量竞赛直接相关。为了说服消 费者买车，车企的市场部门和一线销售人员都有动力强调自家智能驾驶技术的先进性。 随着工信部等监管部门从官方层面收紧对于智能驾驶的宣传口径，风向大调整。一些平时耳熟能详的 词语忽然从车企和智驾供应商的物料上消失，"安全" 成为大多数厂商在市场营销层面的关键词 —— 这些在 2025 年上海车展上体现得淋漓尽致。 智驾普遍成 "辅助驾驶"， "安全" 成宣传关键词 像往届上海车展一样，在本届车展媒体日第一天最早举办发布会的车企，依旧是 "本土作战" 的上汽集 团。上汽集团总裁贾健旭说，上汽要 "All in 尚界"，并得到华为终端 BG 董事长余承东的到场支持。 但这一次，余承东全程没有提及智能驾驶，只说尚界的第一款车为了加强被动安全，研发团队把车身 质量增加了 100 多公 ...

以下文章来源于汽车公社 ，作者石劼 作者 | 石劼 来源 | 汽车公社 导 语：对中国车企来说，"成长为全球性龙头"的最后窗口，也在渐渐关闭。 "投之亡地然后存，陷之死地然后生。"《孙子兵法·九地篇》如是说。 于是我们知道，"向死而生"的奇迹，往往发生在背水一战的绝境，和狮子搏兔的奋力。 原本应该是春暖花开的柔和季节，但上海的崧泽大道333号国家会展中心，却是一派摩拳擦掌、剑拔弩张的紧张氛围。第二十一届上海国际汽车工业 展览会，被诸多汽车公司、供应商和媒体贯注以十二万分的力量，在生死竞速的时代隐喻之下，随时准备抢跑。 这是今年国内首个、全球备受瞩目的A级车展，主办方为主题选择了"拥抱创新，共赢未来"八个字。只是全球经济萧条、贸易战承压的背景下，创新 并不容易，未来亦有压力。甚至连"内卷"的机会，也要去珍惜。 这场"商战"，与孙子兵法的思路不谋而合。 "比尔·盖茨说过，离破产永远只有18个月。任正非也一直居安思危，提到20年前就意识到冬天要来了。"把眼前的机会，当作最后的机会，反而会有 最大的胜算。 汽车公社 . 速度 深度 态度 虽然"500块车马费和200场发布会"能成为嘲讽的绝佳热梗，但我们更应该关注业界 ...

Core Viewpoint - The Chinese intelligent driving market is currently facing both challenges and opportunities, with a shift in focus towards safety and responsible promotion of advanced driving assistance systems (ADAS) following recent incidents and regulatory scrutiny [1][16]. Group 1: Intelligent Driving Development - The industry lacks not just functional ADAS but systems that enhance human driving safety and stability, with Huawei's approach aiming for performance that surpasses human capabilities [3][4]. - Huawei's new architecture, WEWA, combines cloud-based world engines and vehicle behavior models, significantly improving response times and driving efficiency [4][5]. - The introduction of advanced hardware, such as the XMC digital chassis engine, enhances control capabilities, leading to a tenfold increase in processing power and improved safety features [4][6]. Group 2: Safety and Regulatory Compliance - Huawei's CAS 4.0 system offers comprehensive safety features across various driving conditions, addressing the need for robust safety measures in intelligent driving [5][8]. - The company emphasizes the importance of user education regarding the limitations of ADAS to prevent misuse and enhance safety [16][17]. - A collaborative initiative with industry partners aims to establish clear standards and training for users to ensure safe and effective use of intelligent driving technologies [18]. Group 3: Market Position and User Engagement - Huawei's intelligent driving solutions have achieved significant market penetration, with over 55.84 million active users and a monthly usage frequency of 38 times for automated parking features [11][12]. - The company has positioned itself as a leading provider of intelligent driving services, surpassing competitors in sales and partnerships with various automotive manufacturers [10][13]. - Continuous investment in R&D, with a team of 8,000 and over 10 billion in funding, supports the ongoing development and enhancement of intelligent driving technologies [11][12].