Group 1: Industry Trends - Several companies are considering relocating R&D heads to China or moving Chinese R&D heads to global headquarters to better learn from the Chinese market experience [1] - Major automotive suppliers have shifted their innovation and technology department heads to Shanghai, indicating a strategic realignment towards the Chinese market [1] - The Formula E (FE) series has experienced significant changes over the past decade, paralleling the rapid evolution of the Chinese automotive market towards electrification and intelligence [1] Group 2: Technological Advancements - Energy management is a critical challenge in Formula E, with teams needing to efficiently manage energy throughout the race [2] - The introduction of silicon carbide (SiC) has improved charging efficiency, as it replaces traditional silicon in inverters, enhancing performance in high current and high-temperature applications [3] - Jaguar TCS was one of the first teams to use SiC in Formula E, and this technology is now being applied to all future Jaguar Land Rover production models [3] Group 3: Market Dynamics - The global automotive market is facing intense competition, with companies like Wolfspeed, a leading SiC supplier, preparing for bankruptcy due to overwhelming debt [5] - The FE series has grown its fan base to 400 million globally, but profitability remains a challenge, necessitating cost control measures [6] - Chinese automotive companies, such as BYD, have rapidly evolved their models, showcasing a competitive edge over multinational corporations that struggle with lengthy internal processes [6][7] Group 4: Strategic Adjustments - Multinational automotive companies are losing market share in China as they hesitate in their transition to electric vehicles, leading to a shift in strategy [7] - Many Chinese electric vehicle companies are operating at a loss, with NIO reporting significant financial losses in recent quarters [7] - The global economic environment is pressuring multinational companies to focus on efficiency and cost reduction, prompting a reevaluation of their strategies in China [8]

这两天恰逢高考，当千万考生在考场上挥汗如雨、为最后一道大题绞尽脑汁时，汽车圈也惊现交卷时刻。一家名为"金鱼汽车"的新晋车企，也在近日向新 能源汽车这场"全国统考"递交了自己的答卷。 只是，这份答卷刚一亮相，作为阅卷老师的吃瓜群众们，眼镜便被惊讶地碎了一地。是什么原因呢？小编仔细查阅后才发现：原来这家公司注册资本1000 万元，实缴更是只有600万元。就这个投入就敢喊出"2028年卖20万辆"的豪言壮语，难怪让吃瓜群众们惊讶不已。 这种行为，堪称车圈里的"清北志愿"填报现场。但这就好比刚上幼儿园就填了清华北大的志愿，这对吗？ 而当小编翻开金鱼汽车的"准考证"，天眼查显示这家公司成立于2024年4月29日，注册资本栏工整填写着1000万人民币。看到这样的投入，想实现20万辆 的年销量，一众行业老炮儿担任阅卷组后更是圈出了其中的重点--朱笔一批："实缴600万"。 理论上来说，这数字在重工业的造车江湖里，怕是连隔壁"五菱宏光MINIEV"的生产线都租不起，更别说自主研发了。 面对质疑，也许金鱼汽车会从容作答："别看我们公司新，我们很早就深耕新能源，至今又有多少多少年了......"。诚然，其口中的"技术底蕴"，指向 ...

Core Viewpoint - The collaboration between Xiaopeng Motors and Huawei aims to revolutionize the automotive industry with the introduction of the "Chasing Light Panorama" AR-HUD, which is claimed to be the best in the world, addressing common issues faced by existing AR-HUD systems [1][2][6] Group 1: Technology and Innovation - The AR-HUD technology projects critical driving information onto the windshield, enhancing safety and convenience by allowing drivers to access real-time data without looking away from the road [2] - The "Chasing Light Panorama" AR-HUD features a large 87-inch display, 12,000 nits brightness, and a 1800:1 contrast ratio, ensuring visibility in various environments [4] - The system incorporates a distortion correction algorithm, maintaining a distortion rate below 1%, and features a 10-meter virtual image display distance with a 100-millisecond low latency for user comfort [4][5] Group 2: User Experience and Functionality - The AR-HUD offers industry-first lane-level navigation by projecting navigation routes directly onto the windshield, improving the driving experience by eliminating the need to look down at screens [5] - It supports AR-assisted driving, visualizing the intentions of the intelligent driving system, such as lane changes and parking maneuvers, thereby building user trust [5] - The system provides comprehensive AR safety alerts, identifying vehicle positions and lane boundaries in poor visibility conditions, and offering warnings for potential hazards like pedestrians and narrow road encounters [5] Group 3: Strategic Collaboration - The partnership between Xiaopeng Motors and Huawei signifies a shift from competition to collaboration, focusing on fulfilling user needs and advancing technology in the automotive sector [6] - Huawei has invested over 10 billion yuan in AR-HUD technology over the past year, employing a team of over 8,000 to develop advanced imaging modules and algorithms [3]

Core Insights - May was a significant month for the automotive industry, marked by numerous new car launches and strategic announcements, alongside the release of Q1 financial reports from listed automakers [1] - The month also saw a resurgence in the price war among car manufacturers, prompting official intervention to halt the trend [1] - Overall, May was a month of rapid growth for China's new energy vehicle (NEV) sector, with major traditional automakers showing solid performance [1] Company Performance - BYD sold 382,500 NEVs in May, a year-on-year increase of 15.3%, with cumulative sales for the first five months reaching 1.7634 million units, up 38.7% [1] - Geely's NEV sales in May reached 138,021 units, a staggering 135.2% increase year-on-year, with total sales exceeding 600,000 units in the first five months, up 137% [1] - Chery's NEV sales were 63,169 units in May, a 47.7% increase, with cumulative sales for the first five months at 287,798 units, up 111.5% [2] - Great Wall Motors sold 32,638 NEVs in May, with a total of 124,009 units sold in the first five months [2] New Energy Vehicle Startups - New energy vehicle startups saw significant growth, with Leap Motor and Li Auto both exceeding 40,000 units in deliveries for May [3] - Leap Motor delivered 45,100 units in May, a 148% year-on-year increase, while Li Auto delivered 40,900 units, up 16.7% [5] - Xpeng Motors delivered 33,525 units in May, a remarkable 230.4% increase, with cumulative deliveries for the first five months at 162,578 units, up 293% [6] New Model Launches and Technological Advancements - May saw a flurry of new model launches and technological upgrades among new energy vehicle manufacturers, including the release of the 2026 model C10 by Leap Motor [9] - Li Auto launched an upgraded version of its L series, featuring significant enhancements in design and technology, including the latest NVIDIA Thor-U chip for advanced driver assistance [11] - Xpeng's new MONA M03 models were launched, emphasizing smart features and maintaining competitive pricing [13] Industry Challenges and Price Wars - The automotive industry is facing significant profitability pressures, with a new round of price wars impacting margins [19] - The total profit for the automotive manufacturing sector in the first four months was 132.55 billion yuan, a year-on-year decline of 5.1% [25] - The Ministry of Industry and Information Technology has expressed opposition to unrestrained price wars, advocating for normal market competition [25]

今年前4月，中国汽车产销量首次双双超过1000万辆—— 3个"密码"读懂2个1000万辆 近日，在位于浙江省金华市的一家新能源汽车智能工厂，工人在车间生产新能源汽车。 日前，吉利汽车吉速物流自有首艘滚装船"吉速财富"轮首航仪式在位于江苏省苏州市的太仓港举办。该 轮配置7000个标准装载车位，首航将装载5000余辆汽车前往欧洲。图为"吉速财富"轮正在装载汽车。 中国汽车产业再创佳绩。中国汽车工业协会数据显示，今年前4月，中国汽车产销量历史上首次双双超 过1000万辆，同比分别增长12.9%和10.8%。 2个1000万辆背后有啥故事？中国汽车产销量为什么一直有增长空间？让我们通过3个"密码"，感受这份 持续增长的活力。 一项技术，看汽车产业创新潜力 ——比亚迪（002594）推出"充电5分钟、补能400公里"新技术，将在国内全面建设"兆瓦闪充站"网络 从15分钟的快充，到5分钟的超充，再到1秒1公里的闪充，在新技术支持下，只要一杯咖啡的时间，车 就充好电了。 "里程焦虑"缓解了，新能源汽车销量更高了。中国汽车工业协会数据显示，今年4月，中国新能源汽车 产销量分别为125.1万辆和122.6万辆，同比分别增长43 ...

Core Viewpoint - The launch of the ZunJie S800 luxury smart car marks a significant advancement in the electric vehicle market, featuring innovative technology and high-performance specifications. Group 1: Product Overview - The ZunJie S800 is available in four versions, with prices ranging from 708,000 to 1,018,000 yuan, and a limited initial batch of 599 units will be delivered starting June 26 [1] - The vehicle dimensions are 5480×2000×1542 mm, with a wheelbase of 3370 mm, providing spacious interior space [1] - The car features six color options and boasts an industry-leading drag coefficient of 0.206Cd due to its aerodynamic design [1] Group 2: Intelligent Features - The ZunJie S800 is equipped with Huawei's ADS4 intelligent driving system, featuring four LiDARs and up to 32 sensors for comprehensive perception capabilities [1] - It introduces NearLink technology, enhancing positioning accuracy fivefold compared to traditional Bluetooth keys [1] - The smart electric door system can intelligently sense obstacles and adjust the opening angle up to 77 degrees [1] Group 3: Powertrain and Performance - The vehicle is built on the Turing Longxing platform, utilizing an 800V high-voltage silicon carbide electric drive system [2] - The pure electric version has a 97 kWh battery, supporting 5C super fast charging, with a charging time of only 12 minutes from 10% to 80%, and a CLTC range of 702 km [2] - The range-extended version features a 65 kWh battery and a 50L fuel tank, achieving a maximum combined range of 1333 km [2] Group 4: Audio and Safety Features - The ZunJie S800 features the Huawei Yuezhan extraordinary audio system with 43 speakers and a total power of 2920W, providing an immersive sound experience [2] - The vehicle's safety design includes a robust structure capable of withstanding a maximum side pressure of 156 kN and a torsional rigidity of 53,300 N·m/deg [2] - The body is made of 92% ultra-high-strength steel and aluminum alloy, with 24% being 1500MPa+ hot-formed steel, meeting C-NCAP five-star and C-IASI 3G+ safety standards [2] Group 5: Comfort and Customization - The air quality inside the ZunJie S800 exceeds national standards by 55 times, with a negative ion concentration of 200,000 per cubic centimeter [3] - The interior features high-quality materials, including full-grain semi-aniline leather and wood trim treated with a 480-hour high-gloss process [3] - Mass production deliveries are set to begin in mid-August, with various customizable options available, including starlight ceilings and privacy glass [3]

以下文章来源于汽车商业评论 ，作者牛一龙 汽车商业评论 . 推动新汽车向前进 来源丨汽车商业评论（ID： autobizreview ） 编译丨 牛一龙 图源丨Midjourney 在汽车行业的发展历程中，曾有一个广为流传的说法——"电车不过长城"。 2009年"十城千辆"计划启动时，由于当时新能源汽车技术的限制，特别是在低温环境下电池续航衰 减、性能不稳定等问题突出，使得业界普遍认为长城以北的高寒地区不适合推广新能源汽车。 中国汽车技术研究中心有限公司资深首席专家、总师办副主任黄永和清晰记得：863专家组的领导提 出一个原则——好多人说这是一个笑话但不是笑话——是真的，叫电车不过长城，就是长城以北地区 在做"十城千辆"申报时别申报了。 时光荏苒，16年过去，如今"电车已过山海关"，新能源汽车不仅在北方高寒地区逐渐站稳脚跟，在高 原地区也日益普及，成为汽车市场中不可忽视的力量。 低温困不住电动汽车 新能源汽车在北方地区发展的最大阻碍，便是低温环境对车辆性能的影响，其中续航衰减问题尤为突 出。过去，低温下电池活性降低，导致续航大幅缩水，使得消费者对新能源汽车望而却步。如今，车 企在热管理系统、电池技术等方面取得 ...

Core Viewpoint - TSMC is establishing its first design center in Europe, located in Munich, focusing on automotive applications and aiming for significant advancements in memory technology [1][2]. Group 1: TSMC's Strategic Shift - TSMC's new design center represents a strategic shift from solely chip manufacturing to providing design services, addressing the lack of advanced design expertise in Europe [1][2]. - The European Design Center (EUDC) is expected to support TSMC's €10 billion investment in the European Semiconductor Manufacturing Company (ESMC) located in Dresden, which TSMC operates with a 70% stake [1][2]. Group 2: Focus Areas and Technology Development - The design center will focus on high-density, high-performance, and energy-efficient chips, particularly in automotive, industrial, AI, and IoT applications [1][2]. - TSMC plans to introduce 5nm MRAM and 6nm RRAM technologies, which are critical for automotive applications and AI chip memory expansion [4][5]. Group 3: Market Projections and Future Plans - By 2030, the automotive sector is projected to account for 15% of a $1 trillion market, surpassing IoT's 10% share, with data centers and AI driving significant growth [6]. - TSMC's N3 technology is expected to achieve high yield and long-term operation, with over 70 new wafers anticipated by April 2025 [5][6].

Core Viewpoint - The company has successfully obtained four utility model patents from the National Intellectual Property Administration, which are expected to positively impact its electric vehicle business in the European market [1] Patent Summaries - Patent 1: A partition structure for trucks (Patent No: ZL 2024 2 1701117.8) has been integrated into the customized service system for European customers, providing a flexible, safe, and adjustable partition structure for electric freight vehicles, addressing issues of complexity and low practicality in existing technologies [2] - Patent 2: A folding shelf for truck compartments (Patent No: ZL 2024 2 1701100.2) has also been included in the customized service system for European customers, maximizing the utilization of compartment space [3] - Patent 3: A truck box structure (Patent No: ZL 2024 2 1726129.6) has been incorporated into the customized service system for refrigerated compartments, improving cleanliness by addressing slow drainage and water accumulation issues in existing technologies [4] - Patent 4: A warehousing freight vehicle (Patent No: ZL 2024 2 1726131.3) has been made available for customized services to major European clients, optimizing the unloading process by reducing labor intensity and increasing efficiency [5] Overall Impact - The company believes that the application of these patents on its electric vehicles will enhance the technical level of existing models, inspire future research and design innovations, improve market competitiveness, increase market share in the electric vehicle industry, and promote long-term sustainable growth of the business [5]

编 译 / 牛一龙 设 计 / 赵昊然 在汽车行业的发展历程中，曾有一个广为流传的说法——"电车不过长城"。 2009年"十城千辆"计划启动时，由于当时新能源汽车技术的限制，特别是在低温环境下电池续航衰 减、性能不稳定等问题突出，使得业界普遍认为长城以北的高寒地区不适合推广新能源汽车。 中国汽车技术研究中心有限公司资深首席专家、总师办副主任黄永和清晰记得：863专家组的领导 提出一个原则——好多人说这是一个笑话但不是笑话——是真的，叫电车不过长城，就是长城以北 地区在做"十城千辆"申报时别申报了。 时光荏苒，16年过去，如今"电车已过山海关"，新能源汽车不仅在北方高寒地区逐渐站稳脚跟，在 高原地区也日益普及，成为汽车市场中不可忽视的力量。 低温困不住电动汽车 新能源汽车在北方地区发展的最大阻碍，便是低温环境对车辆性能的影响，其中续航衰减问题尤为 突出。过去，低温下电池活性降低，导致续航大幅缩水，使得消费者对新能源汽车望而却步。如 今，车企在热管理系统、电池技术等方面取得重大突破。 东风汽车研发总院院长杨彦鼎提及即将上市的东风纳米06时充满信心。这款对手可能是"比亚迪元 UP""五菱缤果PLUS"等热门车型的东 ...