Core Viewpoint - The recent traffic accident involving the Xiaomi SU7 has led to significant public scrutiny regarding the safety of Xiaomi's smart driving system and its marketing practices, resulting in a brand trust crisis and stock price fluctuations [7]. Group 1: Incident and Response - On March 29, a serious traffic accident occurred involving a Xiaomi SU7 standard version, which drew considerable media attention and criticism towards Xiaomi and its founder Lei Jun [1]. - Following the incident, Lei Jun publicly committed to cooperating with police investigations and addressing concerns from the families involved and the public [2]. - Lei Jun's social media activity decreased significantly after the accident, but he later expressed that the support he received helped him regain confidence and motivation [3][6]. Group 2: Stock Performance - Since the accident, Xiaomi's stock price initially declined but has since shown signs of recovery, currently trading above HKD 50 per share [8]. Group 3: Sales and Expansion - Despite the incident, Xiaomi's automotive sales remained robust, with over 28,000 vehicles delivered in April, and plans for further expansion with new store openings across various cities [10]. Group 4: Industry Response to Smart Driving Terminology - The accident has prompted a broader industry reevaluation of terminology related to smart driving, with companies like Xiaomi changing their marketing language from "smart driving" to "assisted driving" to avoid misleading consumers [14]. - Regulatory bodies are emphasizing the need for clear definitions and responsibilities regarding smart driving technologies, urging manufacturers to avoid exaggerated claims [18].

随后，该话题冲上微博热搜榜第一。 中国基金报记者王建蔷 5月10日早上，小米集团创始人、董事长兼CEO雷军在其个人微博发布动态。这是其自小米SU7事故后首次公开表态，也是其停止在社交媒体更新个人动 态一个多月后的明牌回归。 雷军最新发声 时隔月余分享个人生活 5月10日早晨，雷军更新其个人微博称："过去一个多月，是我创办小米以来最艰难的一段时间，情绪比较低落，取消了一些会议安排和出差计划，也暂 停了一段在社交媒体上的互动。"他还表示这段时间静下心来，仔细思考，确实有一些收获。 "大家的关心和支持，给了我莫大的信心，让我也逐渐找回前行的勇气和信心，状态开始逐步恢复。"雷军表示。 【导读】雷军发声：过去一个多月系小米创办以来"至暗时刻"，感谢公众支持 在此之前，3月29日晚，一辆小米SU7在高速碰撞爆燃导致3人遇难引发关注。4月1日晚，雷军发微博承诺："无论发生什么，小米都不会回避，我们将持 续配合警方调查，跟进事情处理的进展，并尽最大努力回应家属和社会关心的问题。"之后五天时间内，雷军全网络平台账号都停止了更新。 4月1日和4月2日，小米集团股价连续两天大跌，日跌幅分别为5.49%和4.19%，市值两日跌超12 ...

1.【日产放弃在日本建11亿美元电动汽车电池厂的计划】日产汽车5月9日表示，将放弃在日本西南部九州 岛建造一座耗资11亿美元的电动汽车电池厂的计划。日产汽车表示，公司正在采取扭亏为盈的行动，并 探索恢复业绩的所有方案。日产汽车曾于今年1月宣布，计划在北九州市建造一座磷酸铁锂（LFP）电池 厂，投资1533亿日元（合10.5亿美元），创造约500个就业岗位。（财联社） 2.【理想L系列智能焕新版来了，辅助驾驶芯片全系升级，5月9日开启交付】理想L系列智能焕新版发 布，此次智能焕新版四款车型主要围绕外观造型、底盘、辅助驾驶、智能座舱等软硬件功能进行升级。 其中，L系列智能焕新版全系迎来辅助驾驶芯片升级：AD Pro（辅助驾驶）搭载新一代地平线征程®6M芯 片，AD Max（高级辅助驾驶）搭载NVIDIA Thor-U芯片，成为首个大规模量产交付NVIDIA Thor-U芯片 的高级辅助驾驶平台，拥有700TOPS的算力。（网易） 3.【奇瑞更大的"方盒子"越野车：iCAR全新中型硬派SUV谍照曝光】多名博主晒出一组奇瑞旗下iCAR全 新车型的路试谍照，新车尺寸明显大于两款现有的车型 ——iCAR 03和iCAR ...

Core Insights - Bosch anticipates no significant turnaround in overall conditions for the year, but aims to rank among the top three suppliers in key markets within the next five years as part of its 2030 strategy [1] - For fiscal year 2024, Bosch projects sales of €90.3 billion, a decline of 1.4% year-over-year, with an adjusted decline of 0.5% after currency effects [1] - The company aims for an average annual sales growth of at least 6% and a profit margin of at least 7% by 2030 [1] Financial Performance - Bosch's EBIT for 2024 is projected at €3.1 billion, down from €4.8 billion in 2023, resulting in an EBIT margin of 3.5% [1] - Free cash flow is expected to be positive at €900 million, with working capital increasing to €8.2 billion from €7.4 billion in 2023 [1] - Sales by region for 2024 include €44.5 billion in Europe (down 5%), €16 billion in North America (up 5%), €1.8 billion in South America (up 6%), and €28.1 billion in Asia-Pacific (up 1%) [2] Market Challenges and Strategies - The automotive market is projected to decline, with global production expected to drop from 94 million units in 2023 to 93 million in 2024 [1] - Bosch plans to optimize costs and adjust its structure to maintain competitiveness in a rapidly changing market, particularly in China [1][3] - The company is focusing on localization strategies in key markets to enhance supply chain resilience and better serve local customers [3] Business Segments - The smart mobility segment is a significant part of Bosch's business, with projected sales of €55.8 billion for fiscal year 2024 [4] - Other segments include consumer goods with sales growth of 1.6% to €20.3 billion, industrial technology with a decline of 13% to €6.4 billion, and energy and building technology with a decline of 2.7% to €7.5 billion [4] Future Projects and Innovations - Bosch plans to launch 50 electric mobility projects this year, primarily in Europe and China [7] - The company is developing advanced driver assistance systems and AI-powered cockpit platforms, with significant contributions from its Chinese operations [7] - Bosch acknowledges the challenges of achieving profitability in new business areas, emphasizing the need for strong product development during transitional periods [7]

小米汽车与近日调整了SU7新车订购页面的措辞：将"智驾"修改为"辅助驾驶"，另外，"代客泊车"功能的介绍也被修改为"代客泊车辅助"。小米汽车官方 回应媒体称，此举为响应国家号召，顺应汽车行业驾驶自动化分级标准。 小米汽车官网截图 南都记者注意到，小米汽车并非个例，理想、蔚来、鸿蒙智行等多家车企也纷纷调整了宣传口径，不再使用"高阶智驾"等概念，而是普遍采用"导航辅助 驾驶"等说法。 小米汽车3月29日事故已经过去月余，虽然事故原因仍在调查中，但公众对智能驾驶技术开启了深入的反思：当我们将方向盘让渡给算法时，究竟在让渡 什么？ 多家车企"智驾"更名背后 一场合规与责任的博弈 工信部明确要求车企在宣传中不得使用"自动驾驶""自主驾驶""智驾""智能驾驶""高阶智驾"等容易引发误解的名词，必须以"智驾等级 + 辅助驾驶"进行描 述，例如"L2 级辅助驾驶"。此外，禁止使用"代客泊车""一键召唤""远程遥控"等名词，强调驾驶员必须全程参与控制。 南都记者注意到，除小米汽车，多家车企均调整了智能驾驶的宣传策略。5月1日，理想产品线负责人李昕旸在微博上介绍理想L6智能焕新版时，强调 了"辅助驾驶焕新"，理想官微也转发了这条 ...

Core Viewpoint - The article discusses the dual nature of the electric vehicle (EV) industry, highlighting both the rapid growth in sales and the increasing concerns over safety related to intelligent driving technologies. It emphasizes a shift in marketing strategies from promoting "intelligent driving" to "assisted driving" as a response to safety incidents and regulatory pressures [4][11][22]. Group 1: Market Growth and Trends - Global EV sales reached 4.46 million units in Q1 2025, with a market share of 19.7%, and China accounted for 67.7% of global sales, contributing 84% to the growth [4]. - The transition from electric to intelligent driving is recognized as the next phase in the industry, but it requires a gradual adaptation process [9][10]. Group 2: Shift in Marketing and Terminology - Companies like Xiaomi have changed the terminology from "intelligent driving" to "assisted driving" to reduce consumer misconceptions and manage risks [5][13]. - During the May Day holiday, several EV manufacturers downplayed their previous enthusiastic marketing of intelligent driving features, focusing instead on comfort and entertainment aspects of vehicles [15][16]. Group 3: Regulatory and Safety Considerations - The shift in marketing strategies is linked to accidents caused by misunderstandings of intelligent driving capabilities, prompting a need for clearer communication [11][22]. - Regulatory bodies have emphasized the importance of accurate advertising for driving assistance technologies, warning against false claims that could lead to severe consequences [19][21]. Group 4: Industry Evolution and Competition - The transition from "intelligent driving" to "assisted driving" signifies a maturation phase for the industry, moving from aggressive growth to a more responsible approach [22][24]. - Traditional automakers are beginning to re-enter the market with new high-end EV brands and products, increasing competition for new players [36][38]. Group 5: Consumer Implications and Future Outlook - The change in terminology may lead to reduced consumer expectations regarding intelligent driving, promoting a more rational understanding and potentially lowering accident risks [31][34]. - The industry faces challenges in differentiating products under a unified terminology while ensuring safety and transparency in marketing [29][30].

JackCui . 一名热爱技术的算法工程师。分享技术，乐享生活：技术、快乐、财富。 今天我们来聊聊最近舆论火热的"辅助驾驶"。 小米汽车最近悄悄进行了一项意味深长的改动——将原先宣传中的"智驾"功能，正式更名为"辅助驾 驶"。 与此同时，创始人雷军在小米之家的职务也发生调整：由"执行董事"变为"董事"。一时间，"小米智 驾改名""雷军降职"等话题迅速登上热搜。 这一次，小米到底在"怕"什么？这项改名背后，又暗藏着怎样的技术壁垒和行业困境？ 以下文章来源于JackCui ，作者JackCui 乍一看只是文案更新，实则我认为是一场对外宣传的态度转变。 广大细心的网友也可能会联想到，这次改名是否跟之前3月底铜陵高速事故着紧密的联系。那次事件 让大家意识到一个问题：原来我们以为的"智能驾驶"，离真正的"自动驾驶"还有很大差距。 网络舆论：有人调侃，有人理解 对于这次改名，网友们也是议论纷纷： 总的来说，舆论可以分成两大阵营： 其实，小米这次并不是一个人"低调下来"。整个行业都在被监管收紧，特别是在宣传上。 这就要说到今年4月16日，相关部门召开的那场会议："智能网联汽车产品准入及软件在线升级管理 工作推进会"。 简 ...

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]