企业的目标是智能驾驶技术的研发与商业化落地，但以智能化为核心的新能源汽车"下半场"不 应仅是发展技术，更需要全行业以客观公正的视角去谨慎定义、理性看待。 7月8日，中汽中心、清华大学、华为联合发布《汽车智能驾驶技术及产业发展白皮书》（下 称《 智驾技术 白皮书》）。" 《智驾技术白皮书》 系统梳理了技术演进脉络、产业生态格局 与未来发展趋势，尤其注重对安全保障体系、风险挑战的剖析，既是对行业经验的系统性凝 练，更是以精准角度剖析发展瓶颈，以创新思维擘画破局路径。 希望 《智驾技术白皮书》 能成为'政产学研'各界人士的参考，助力中国自动驾驶产业在技术 攻坚、安全保障、商业落地与社会价值创造中实现新的突破。"中国工程院院士、清华大学车 辆与运载学院教授李骏在《 智驾技术 白皮书》序言中表示。 华为作为《 智驾技术 白皮书》产学研编写组成员中唯一的产业代表，在其中扮演角色的重要 性不言而喻。开源证券研报称，汽车产业已进入技术转换周期，软件在汽车产业的价值不断加 大，华为凭强劲实力深度布局汽车市场，志在打造汽车产业智能化开放平台。"华为ADS智 能 辅助 驾 驶 功能升级，技术生态成型深度赋能，加速行业格局演化。" ...

Industry Information - CATL has commenced construction of a battery joint venture in Indonesia, with a total battery capacity expected to reach 15 GWh, sufficient to power 250,000 to 300,000 vehicles [8] - CATL's CTP 2.0 high-end battery pack production line has been launched at the Seres Super Factory, marking the first local production of battery systems for the AITO series models [8] - Anhui province has achieved a historic breakthrough in new energy vehicle production, with 613,300 units produced in the first five months of 2025, ranking first in the country [8] - Indonesia's President has expressed willingness to collaborate with Chinese partners to promote a comprehensive battery ecosystem project, aiming to make Indonesia the only Southeast Asian country capable of integrated battery production [9] - Gotion High-Tech reported a 71% year-on-year increase in global power battery installations, totaling 369.8 GWh from January to May 2025 [19] Policy Information - Shanghai is advancing a pilot program for the import of used key components for automotive R&D testing, aiming to enhance local automotive companies' R&D capabilities [22] - The Henan Provincial Automobile Association announced a subsidy of 3,000 yuan per vehicle for consumers purchasing new energy vehicles equipped with Huawei's HarmonyOS and Tuling platform [23] - Jinan has initiated its first round of automotive consumption subsidies for the second half of 2025, with a total subsidy amount of 12 million yuan [24] - Six ministries have issued a directive to promote the construction of charging and battery swapping facilities to support the development of new energy vehicles and power batteries [24] - The central government has implemented a set of national standards for electric vehicle battery swapping stations, effective from July 1, 2025, to facilitate the development of the battery swapping industry [27] Company Information - Ideal Auto has surpassed 15,000 supercharging piles and aims to achieve a layout of 4,000 supercharging stations by the end of 2025 [34] - Xiaomi Auto has opened 37 new stores in June, bringing the total to 335 across 92 cities, with plans to open 18 more in July [36] - Dongfeng Nissan's N7 electric sedan has exceeded 10,000 deliveries and has initiated its first OTA update [37] - Zhiji Auto has launched the industry's first tire blowout safety feature upgrade, enhancing vehicle stability during tire failures [39]

比亚迪最新承诺。 7月9日，据比亚迪汽车官方微信公众号消息，比亚迪在智能泊车场景取得关键突破，在全球率先实现媲美L4级的智能泊车。 同时，比亚迪承诺，在中国市场，比亚迪对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面兜底。 根据国际通用的分级标准，智驾可分为L1—L5五个级别，其中L4可简单理解为在特定条件下，驾驶员可"脱手、脱眼、脱脑"，事故责任由车企承担。现阶 段，智能驾驶普遍存在责任划分界限模糊的问题。 比亚迪表示，用户在天神之眼智能泊车辅助场景下的安全及依法由本车承担的损失，不用走保险流程，直接联系比亚迪售后处理即可。 据比亚迪消息，天神之眼车辆智能泊车安全兜底是指：对搭载"天神之眼"智能驾驶辅助系统的车辆因泊车辅助系统异常或算法失误导致的事故，按照法律规定 或司法判定应由本车承担的维修费用、第三方财产损失、人身伤害损失，由比亚迪承担相关维修或损失费用，但不含出于和解、谅解等目的而额外支付的金 额，也不含因车辆所有人、管理人、使用人违法违规而依法应当承担的赔偿。 此外，比亚迪还宣布，为智能泊车兜底的同时，还即将进行天神之眼史上最大规模的智驾OTA升级，全面覆盖泊车、行车、安全三大板块十余项功能， ...

Collaboration with Huawei - The first model planned in collaboration with Huawei is set to launch in Q4 2025, priced between 150,000 to 250,000 yuan, positioned as a mid-size SUV with both pure electric and range-extended power systems [1] - In addition to the first model in 2025, two new vehicles are planned for 2026, including sedan and SUV types, also featuring both pure electric and range-extended power types. While specific sales targets have not been disclosed, the internal goal is to create a blockbuster product, with production capacity already prepared. Further sales information will be released based on actual performance post-launch [1] - The collaboration is positioned under the concept of "Everyone First," aiming to provide high-level intelligent driving products to more consumers. The company leverages its well-established supply chain for quality management and cost optimization, while Huawei focuses on R&D in intelligent driving and technology, ensuring cost optimization while maintaining technological leadership. Both parties are committed to launching high-cost performance intelligent driving products to stand out in the competitive market of 150,000 to 250,000 yuan [1]

7月8日晚，作为华为和北汽集团合作的品牌，享界品牌星享用户之夜（简称"享界之夜"）召开。北汽集 团党委书记、董事长张建勇和华为常务董事、终端BG董事长余承东共同发布了享界星型车标"寰宇之 星"，该车标意在为享界品牌增添更鲜明视觉标识的同时，进一步提升享界品牌的豪华高端定位。按计 划，享界下一款车型将于2025年秋季上市。 引人关注的是，余承东在此次活动主动分享，首次回应前段时间所谓被拍"开车睡觉"事件。余承东表 示，希望法律法规出台，可以真正实现智能驾驶L3到来。 "五界"车标采用同一形状 奇瑞和上汽正在推进相关工作 继奇瑞和华为合作召开的"智界之夜"后，"享界之夜"举办地点选在了北汽集团的"主场"北京。 张建勇在享界之夜上表示，北汽集团"ALL IN享界"是对用户的承诺，也是对自身的鞭策。他表示，北 汽集团推进三年跃升行动，享界就是行动的核心。从向豪华学习到再造豪华的创新，这是北汽高端制造 能力的自我革命。 余承东在享界之夜上透露，享界下一款车型将于2025年秋季上市，新车型将是一款旅行车。 张建勇与余承东还共同发布了享界星型车标"寰宇之星"，该车标意在为享界品牌增添更加鲜明的视觉标 识同时，更进一步提升享 ...

今天中午发现余承东又上热搜了，原来是和 5 月 26 日的那次"被质疑开车睡觉"热搜联动了 7 月 8 日晚，华为常务董事余承东在一活动上首次公开回应了上次的"开车睡觉"质疑。 事件起因 今年 5 月 26 日，有网友发布视频显示，余承东驾驶问界 M8 时头部低垂近 20 秒，双手未握方向盘，被质疑"开车睡觉"或分神驾驶。视频中，其 他车主鸣笛提醒后，余承东摇下车窗微笑回应。 （参考：微博） - EOF - 1、 腾讯：鸿蒙架构特殊，微信适配必须从零重写代码 26 日下午，问界客服回应："余总如果有开车睡觉的情况，我们是不建议的。问界 M8 是 L2 级辅助驾驶，行驶中需要手握方向盘，并目视前方， 如有分神的情况，车辆会有提醒。" 深圳交警回应："不允许（这样做）的，这叫做辅助驾驶，如果发生事故，要负相应的责任。" 余承东的公开回应 7 月 8 日晚， 余承东解释称当时是"低头看手机"，并非睡觉 。他提到，清晨驾驶时误以为旁边新款问界 M9 的车主是华为员工，因风大未听清对 方喊话，也未察觉被拍摄。 "我开车时候，以为是开着 M9 汽车的华为的员工给我打招呼，就打开窗户，我不知道他拍视频了，还传网上去了，说我 ...

《汽车智能驾驶技术及产业发展白皮书》发布 7月8日，由中国汽车技术研究中心牵头、清华大学与华为参与撰写的《汽车智能驾驶技术及产业发展白皮书》正式联合发 布。该白皮书以宏观角度系统阐述智能驾驶产业未来发展图景，涵盖智能驾驶相关概念、技术演进路径、产业化实现方案、多 元化应用场景、全维度安全体系构建、产业生态协同发展及未来趋势研判，覆盖GB/T40429-2021标准定义的L0-L5驾驶自动化全 场景功能体系。 乘联分会：6月新能源乘用车国内零售销量达111万辆，同比增长29.7% 7月8日消息，乘联分会数据显示，6月新能源乘用车国内零售销量达111.1万辆，同比增长29.7%；1-6月累计零售546.8万 辆，同比增长33.3%。 四部门：加强运输途中意外伤亡货车司机帮扶救助 国内新闻 中国乘用车企业平均燃料消耗量同比下降12.4% 工业和信息化部近日公告2024年度中国乘用车企业平均燃料消耗量与新能源汽车积分情况。2024年度，中国境内117家乘用 车企业共生产/进口乘用车2318.9万辆（含新能源乘用车，不含出口乘用车），WLTC工况下行业平均燃料消耗量为3.31升/100公 里，同比下降12.4%。 铃木 ...

Core Viewpoint - The development of autonomous driving in China over the past decade has been marked by both significant advancements and notable setbacks, leading to a cautious and regulated environment for the industry [9][10][19]. Group 1: Historical Context and Initial Developments - In 2015, the Chinese government issued "Made in China 2025," highlighting autonomous driving as a key direction for the automotive industry's transformation [2]. - The first domestic autonomous bus test occurred in August 2015, marking a significant milestone in the industry [3][4]. - Baidu's autonomous vehicle showcased its capabilities in mixed traffic conditions in October 2015, further establishing the potential for autonomous driving in urban environments [5][6]. Group 2: Regulatory Changes and Industry Response - A fatal accident involving a vehicle in NOA mode led to stricter regulations, prohibiting misleading terms like "autonomous driving" in marketing [11][12]. - Companies such as Xiaomi, Li Auto, and others adjusted their marketing language to comply with new regulations, shifting from "smart driving" to "assisted driving" [14]. - The regulatory environment has led to a more cautious approach to testing and deploying autonomous vehicles in China [14]. Group 3: International Developments and Market Expansion - In contrast to China's regulatory tightening, international markets, particularly in the U.S. and the Middle East, are embracing autonomous driving technologies [15][16]. - Companies like Waymo and Tesla are making significant strides in commercializing autonomous taxi services and expanding operational areas [15][16]. - Chinese companies are increasingly looking to international markets for growth, with Baidu and Pony.ai establishing partnerships in the UAE for deploying autonomous fleets [17][18]. Group 4: Industry Challenges and Market Dynamics - The autonomous driving sector has experienced a rollercoaster of growth and decline, with many startups facing challenges due to regulatory pressures and market saturation [20][21]. - The number of new autonomous driving companies surged until 2018, but the industry faced a downturn following high-profile accidents and regulatory scrutiny [21][24]. - By 2021, the industry saw a resurgence driven by the pandemic, with a focus on contactless delivery and logistics applications [25][26]. Group 5: Financial Performance and Market Sentiment - Despite initial optimism, many newly listed autonomous driving companies have seen their market valuations decline significantly post-IPO [30][31][32]. - Companies like Horizon Robotics have bucked the trend, experiencing growth due to their strategic positioning as a key supplier for major automotive manufacturers [33]. - The market is witnessing a consolidation phase, with only a few companies expected to survive and thrive in the competitive landscape [37]. Group 6: Legislative and Regulatory Needs - The lack of comprehensive national legislation on autonomous driving in China is seen as a major barrier to the industry's growth and commercialization [42][45]. - In contrast, countries like the UK and the US have made significant legislative progress, establishing clear frameworks for the operation of autonomous vehicles [43][44]. - Industry experts advocate for the urgent need to develop a robust legal framework in China to facilitate the safe and effective deployment of autonomous driving technologies [45]. Group 7: Future Outlook - The next decade is expected to bring further maturation of the autonomous driving industry, with a focus on safety, regulatory compliance, and sustainable business models [48][49]. - The industry is moving towards a more pragmatic approach, emphasizing the integration of technology into everyday life rather than mere technological showcase [48].

事件评论 6 月交付环比提升，同比高增224%，后续G7 新车上市有望持续拉高销量。公司6 月交付34,611 台，同 比+224.4%，环比+3.2%。2025Q2 累计交付共10.3 万台，同比+241.6%，再创单季度历史新高。结构持 续改善，其中Q2 小鹏X9 交付7,451 台，环比增长112%，同比增长41%；MONA M03 中Max 版本订单 占比稳定在80%以上，MONA 上市至今已连续10 个月交付超万台；G6 在6 月交付8,700 台，表现亮 眼。出海方面，6 月19 日小鹏汽车在印度尼西亚正式推出旗舰车型小鹏X9，宣布右舵版X9 将于今年7 月在当地投产，迈出全球属地化生产的关键一步。 强势新车周期下销量持续向好，后续新车密集上市有望持续增强销量。新款小鹏G6、G9上市即热销， 多次获得国内细分市场销量冠军，同时小鹏G6、G9 在多个海外市场长期位列细分市场第一名。7 月3 日小鹏G7 正式上市，后续预期，Q3 将发布全新一代P7，Q3 将有两款全新的重磅车型开始交付，Q4 小 鹏鲲鹏超级电动车型逐步进入量产，实现"一车双能"。盈利层面，预期公司Q4 实现单季度扭亏，实现 全年规模自 ...

事发后，甘肃省卫生健康委员会派出中毒、重症、儿科等相关方面专家6人赴天水。4日， 国家卫生健康委、国家疾控局调派3名专家赴甘肃开展指导救治。同时，由国家以及甘肃、 陕西、湖南、重庆等地相关专家组成的联合医疗救治专家组开展医疗救治工作。 昨天， 发生了哪些财经大事？ 天水调查组通报 一幼儿园幼儿血铅异常 据新华社，8日上午，甘肃省天水市联合调查组公布了当地幼儿血铅异常事件的调查结果。 经公安机关侦查，褐石培心幼儿园园长、法定代表人朱某琳，投资人李某芳，同意该园后厨 人员通过网络平台购买彩绘颜料，稀释后用于部分食品制作。 通报称，3日凌晨，公安部门将其藏匿的剩余颜料查获。经检验，查获颜料含铅（包装明确 标识不可食用）。麦积区联合工作组发现，褐石培心幼儿园两份留样的三色红枣发糕、玉米 卷肠包铅含量分别为1052毫克/千克、1340毫克/千克，均超出食品安全国家标准中食品污 染物限量0.5毫克/千克的标准。 这家幼儿园位于天水市麦积区褐石小区，2022年6月取得办学资格证，8月下旬正式招生入 园，性质为民办幼儿园，现就读幼儿251人。 截至7日晚10时，251名幼儿已全部检测。经国家、省联合医疗专家组根据血铅标准认定 ...