关注 「电动车公社」 和我们一起重新思考汽车 最新消息，欧盟终究在碳排放新规上对车企妥协了。 5 月 8 日，欧盟议会通 过了一项决议： 在2025到2027这三年里， 允许车企们某一年或某两年碳排放超标。 只要三年平均下来能达标，就不会收到巨额罚单。 进一步翻译一下，就是 又给了欧洲车企一两年喘息的窗口： 前两年犯的错，只要第三年能弥补回来，就还是好孩子 。 那么，一向对环保极其重视的欧盟，这次为什么让步了？这背后究竟利好谁？ 今天，我们就来好好聊一聊。 01. 退一步，海阔天空 这次欧盟让步，其实并不让人意外。 早在两个月前，欧盟内部各成员国就为"是否该严格遵循碳排放新规"而吵翻了天。详情请戳： 不卖电动车，罚款1240亿？！车企炸了，欧盟疯了！ 毕竟从数字来看，这项旨在削减碳排放的新法规， 要求实在过于苛刻—— 2025年每公里93.6克的碳排放，是个什么概念？ 对燃油车来说，这意味着WLTP工况 3.5L/100km的超低油耗。 除非不卖SUV、且全面混动化，否则根本完成不了； 而2030年的每公里49.5克，折算下来是1.8L/100km……三体人来了都得懵圈。 更离谱的是，按照现 阶段，欧盟27国 ...

Core Insights - The fourth Changsha International Construction Machinery Exhibition showcased 1,806 companies, including 35 of the world's top 50 construction machinery firms, highlighting the industry's focus on technological advancements and green transformation [1][5]. Industry Trends - The exhibition emphasized the shift towards intelligent and green manufacturing, with 75% of heavy machinery showcased being environmentally friendly and 80% of the exhibition space designed sustainably [2][3]. - Major companies like Zoomlion and SANY presented innovative products, including the world's largest 4,000-ton all-terrain crane and hydrogen-powered pump trucks, demonstrating the industry's technological leadership [2][6]. International Participation - The event attracted over 5,000 international buyers from more than 50 countries, indicating a strong global interest in Chinese construction machinery [5][6]. - The exhibition served as a platform for international cooperation, with representatives from countries involved in the Belt and Road Initiative and RCEP seeking procurement opportunities [5][6]. Economic Impact - The construction machinery industry in Hunan province, particularly in Changsha, has maintained its position as a national leader in key performance indicators for 15 consecutive years, with a reported revenue of 34.16 billion yuan in the first quarter of this year [6][7]. - The local industry cluster has surpassed 200 billion yuan in total output value, exporting products to 180 countries and regions [7][8]. Collaborative Development - The exhibition facilitated collaboration among local manufacturers, with agreements totaling over 13 billion yuan focused on key areas like hydraulic systems and intelligent control [7][8]. - New standards for the export of used construction machinery were introduced, enhancing the alignment of local practices with international standards [7][8]. Future Outlook - Experts predict that 2025 will be a pivotal year for the high-quality development of China's construction machinery industry, driven by electrification and intelligent transformation [4][6]. - The industry is expected to maintain an annual export growth rate of over 10%, further globalizing the supply chain [8].

Core Insights - The article highlights the acceleration of electrification across various sectors in China, with the penetration rate surpassing 50%, leading to a new industrial cycle in the lithium battery supply chain [3] - It emphasizes the collaborative development of power and energy storage industries, which are crucial for achieving regional energy transition and carbon neutrality goals [3] - The lithium battery industry is undergoing structural adjustments, with core material prices rebounding and a stabilization in cell prices, indicating an optimization of supply and demand within the industry [3] - The article notes the rapid application of new materials and processes, driving differentiation in power and storage batteries, and the development of new battery systems supported by AI technologies [3] Industry Developments - The article discusses the new phase of renewable energy industry development in Changzhou, highlighting its strong foundation and potential for significant breakthroughs in the sector [4] - It mentions the importance of seizing market opportunities, enhancing technological innovation, and promoting industrial collaboration to position Changzhou as a leading base in the global renewable energy industry [4] Summit Highlights - The summit is described as a premier annual event for the lithium battery industry, gathering over 300 influential companies and 1000 industry leaders for technical exchanges and product showcases [8] - The agenda includes discussions on global electrification trends, product development strategies, and competitive dynamics in battery technology and pricing [9] - Specific sessions will focus on battery applications in various sectors, including electric vehicles, marine electrification, and robotics, exploring new opportunities and technological advancements [9]

未经许可，不得转载或者引用。 投资要点 汽车玻璃是具备持续升级能力的优质零部件赛道。 随着电动化和智能化的发展以及消费升级，汽车玻璃产品正处在持续升级的过程当中，在传统 遮风挡雨的基础功能上，汽车玻璃逐渐延伸出了隔热、隔音、可加热、憎水、调光、天线、轻 量化、HUD前挡以及全景天幕等功能。福耀的收入结构中，高附加值产品的占比也在同步持续 提升，推动着公司汽车玻璃产品单平米价格的持续增长。根据我们的测算，福耀汽车玻璃产品 单平米价格从2012年的131.06元/平方米持续提升至2024年的229.11元/平方米，复合增长率为 5%，近三年的复合增长率则更高，为8%。 电动化周期：天幕玻璃为核心，前挡+边窗同步升级。 风险提示： 原材料及能源成本上涨超预期；海运费价格上涨超预期；业务及客户拓展不及预 期；汽车玻璃产品升级不及预期。 这一阶段的汽车玻璃升级主要表现在天幕玻璃、HUD前挡以及双层边窗等几个主要方向。其 中，全景天幕（兼顾美观和性价比，逐步替代传统天窗）相比于传统天窗面积更大，且通过镀 膜来额外增加隔热等功能也进一步推高了天幕玻璃的价值量；相比于传统前挡，HUD前挡采用 了楔形PVB夹层，使得前挡风价值 ...

文 | 中关村储能产业技术联盟 山东时代新基地采用" 灯塔+零碳工厂 "标准建造，配备当前全球领先的数字化、智能化产线。新基地共分三期建设，此次投产的一期项目总规 模为60GWh，占地800余亩，总建筑面积52万平方米，涵盖从厂房到生活配套全方位智能化生产空间；项目二、三期将于今明两年陆续投产， 有望形成全球领先的千亿级新能源电池产业集群。 活动当日，宁德时代与多方签订系列合作框架协议：与济宁市共建零碳城市，并与山东省交通厅在交通领域共推换电模式。此外，山东时代与济 宁市签订新能源配套产业园共建协议，宁德时代电船科技有限公司与济宁港航发展有限公司，签订京杭运河绿色智能化示范航线合作协议。 未来，宁德时代还将与山东深入探讨打造新能源汽车换电网络、环渤海低空经济、内河及沿海航运电动化等省级示范区，加快推动东营零碳产业 园建设等合作，在山东打造更多零碳场景的标杆应用。 相关阅读 近日，山东时代新能源科技有限公司（下文简称"山东时代"）储能及动力电池生产基地在济宁市兖州区正式投产， 这是宁德时代在北方布局的 首个基地，也是目前在北方产能规划最大的基地。 当日宁德时代与多方签订系列合作框架协议，包 含 零碳城市、产业新 ...

乘联分会&科瑞咨询联合发布 新能源商用车周报 点击蓝字 关注我们 (总第0103期 2025年5月第2周) ▌自強 CONTENTS 僵）行业数据 · 市场：市场：新能源渗透率年度走势 企业团公 福田图雅诺：福田图雅诺携手宁德时代首发新国标新能源物流 车 供应链 政策法规 市场:新能源渗透率年度走势 3月：新能源中重卡销量15433，同比上涨181%，渗透率提高至19.82%; 1-3月：企业方面, 徐工以5028台取得 解放紧随其后;地区上，上海以4434台领跑;充电产品占比持续提升;四类车型同比均呈上涨趋势。 榜首, 2025年1-3月新能源中重卡销量TOP10企业 (辆) 2025年3月新能源中重卡月度销量 (辆) 新能源中重卡各燃料销量及增长率 然抖电池 插电混动 然中共 ■2024年同期 播电混动 2022 2023 == 2024 == 2025 =2025年1-3月 -YoY 纯电 -YOV 0.6% 的即 2.7% 3.2% 1.0% CR10=89% (换电) 18000 350% 5500 600% (拾肥) 39.0% 16000 5000 300% 31.3% 4500 14000 4 ...

汽车座椅控制器是一种集成于车辆座椅系统中的电子控制装置，通过硬件电路与软件算法的协同工作，实现对座椅位置、角度、支撑度及 附加功能（如加热、通风、按摩、记忆等）的精准调节。其核心由微控制器（ MCU ）、传感器网络（如压力、位移、温度传感器）、执 行机构（电机、加热元件）及人机交互界面（物理按键、触摸屏或车载系统联动）构成，能够根据驾驶员或乘客的个性化需求，通过预设 程序或实时反馈自动优化座椅姿态，同时支持与车辆 CAN/LIN 总线通信，实现与安全带、安全气囊等安全系统的联动，兼顾驾乘舒适 性、人体工程学适配和主动安全防护。 当前，全球汽车座椅控制器市场正处于快速发展阶段，市场规模持续扩大。根据 QYR （恒州博智）的数据， 2024 年全球市场销售额达到 了 36.85 亿美元，预计到 2031 年将达到 70.31 亿美元， 2025 至 2031 年的年复合增长率（ CAGR ）为 8.86% 。这种增长趋势的背后，是座 椅控制技术在汽车舒适性、智能化及个性化需求方面的重要支撑。随着电动化与智能座舱的发展，座椅控制器逐渐从基础调节向多功能集 成演进，成为提升整车品质与用户体验的关键模块。这种市场态势不 ...

"重新定义专用车"就是要打造一个新的产业生态，高价值、高增长、高技术含量的产业。专用车领域有 这么多创新的产品，它不缺乏创新，也不缺乏有竞争力的产品。同时，这个产业正在孕育着一场大的变 革，过去把它看成是又散又小，甚至是一个久治久乱的行业。现在看来这个行业正在发生着一场跃升、 一场跃迁。中国电动汽车百人会副理事长兼秘书长张永伟表示， 近日，"推进高端化迈向智能化提升专用车产业生态"的专用车产业创新发展大会（2025）暨专用车科技 展召开，《中国经营报》记者通过采访了解到，多位专家认为，关于专用车的传统认知亟须被打破。 重新定义专用车：智能化驱动产业跃迁 在技术飞速发展的时代，绿色化和智能化正成为专用车产业革新的两大核心驱动力。专用车也迎来了发 展机遇。 在张永伟看来，电动化是专用车、商用车发展的必然趋势。"在完成乘用车新能源的高渗透率、高增长 之后，商用车、专用车的新能源化加速发展势不可挡。预测'十五五'末，比如城市短途物流配送以及市 政、环卫等公共领域的专用车会实现高电动渗透率。"张永伟说道。 事实上，商专用车智能化的边界远高于乘用车的智能化。"专用车更适合做智能化，有智能化最佳的场 景，通过智能化解决降本 ...

Core Insights - The Chinese automotive market is becoming a dual engine of technological iteration and consumer upgrade amid the wave of electrification and intelligence in the global automotive industry [1] - Joint venture brands face a dilemma of needing to adopt global technology systems while rapidly responding to local demands [1] - The transformation of automotive companies is not just about betting on trends but about making each vehicle a precise solution to user needs [1] Group 1: Technological Innovation - FAW Toyota's bZ5 redefines the value of smart electric vehicles through "systematic safety" and "perceptible experience," integrating global safety standards with local innovations [2] - The e-TNGA platform enhances the bZ5's structural rigidity and lowers its center of gravity, while advanced manufacturing techniques ensure high precision [2] - The bZ5 features a comprehensive battery protection system that minimizes thermal runaway risks through physical and chemical barriers [2] Group 2: Safety Features - The bZ5 is equipped with the Toyota Pilot system powered by Momenta's large model, significantly improving lane change and ramp success rates without high-precision maps [4] - The vehicle includes a biological monitoring system that alerts drivers if children or pets are left inside, extending safety measures beyond driving scenarios [4] - Redundant hardware systems ensure that the vehicle maintains basic functionality even if a single system fails, enhancing driving fault tolerance [4] Group 3: Market Trends and Consumer Insights - A report indicates that while younger consumers prioritize "fun" features, older demographics are increasingly valuing "usability," with late adopters and laggards making up 50% of the market by 2024 [5] - The return to rational consumer demands emphasizes the importance of quality, durability, and reliability in automotive products [5] Group 4: Sales Performance and Strategy - FAW Toyota's sales grew by 9.6% in Q1 2025, reaching 172,000 units, with electric models accounting for 51% of sales and high-end models 59% [8] - The company has maintained high customer satisfaction and reliability ratings, allowing it to adapt confidently to changing consumer characteristics [8] - The "Time Renewal Plan" aims to activate the replacement potential of 12 million old users, reinforcing the brand's commitment to quality and durability [8] Group 5: Long-term Vision and Resilience - FAW Toyota's approach emphasizes long-term trust built on technological strength, moving from price competition to value competition [10] - The company demonstrates strategic resilience by focusing on localized R&D and maintaining a commitment to systematic safety and lifecycle value [11] - The brand's philosophy recognizes that automotive manufacturing is a marathon requiring continuous investment in technology and understanding user needs [11]

2025年5月，大众品牌迎来重要里程碑——Polo问世50周年。自1975年横空出世，这款经典产品以六代焕新、全球2000万+辆销量的战绩，成为 入门级车型的标杆之作和燃油车时代"小钢炮"的代名词。 数十年来，大众品牌在精品座驾领域佳作辈出，包括Polo、甲壳虫等在内，以高效、实惠、创新及实用等核心竞争力，让科技进步普惠更多人。如今， 电动化浪潮之下，ID.3强势接棒，在纯电动紧凑型车细分市场博得一席之地，成为消费者口中的"纯电小钢炮"。 2021年，上汽大众将ID.3独家引入国产，成为大众品牌在国内市场"油电同进"战略的重要落子，以及电动化、智能化、年轻化的排头兵。 以"纯电小钢炮"之名，ID.3诠释出"好开、好看、好可靠"的产品特质。其采用的前麦弗逊式+后多摆臂式独立悬架、后置后驱、扎实的德系底盘调教， 带来媲美燃油车的驾控体验；3s起步（0-50km/h），说走就走；4.7m超小转弯半径，精准转向表现更胜同级。可以说，大众品牌动感两厢的驾趣基因，ID.3 完美传承。 同时，智能科技也面面俱到，L2级驾驶辅助系统、AR HUD智能导视、遥控泊车等配置提升出行便利性。品质层面，ID.3更是继承德系制造的可靠 ...