2025.11. 13 本文字数：3293，阅读时长大约5分钟 作者 | 第一财经 黄琳 近年来，新能源汽车安全事故频现，保障汽车安全行驶已刻不容缓。 近日，在公安部组织完成的《机动车运行安全技术条件》国家标准的征求意见稿（下称《安全技术条件》）中， 飙车炸街、车门把手锁死、动力电池起 火等安全隐患均被一一列入强制性管控范围。 根据编制说明，《安全技术条件》是机动车安全管理最基本的技术标准，随着近年道路交通管理实践和国内外机动车安全技术发展已进入了新的阶段，出 现了比如：自动紧急制动等系统的配备车型范围小，盲区监测、驾驶行为动态监测等系统配备要求缺失；新能源汽车、辅助驾驶汽车的针对性条款要求少 等情况，现行的2017版国标已难以适应新形势发展需求。 中国汽车流通协会专家委员会专家委员李颜伟对第一财经记者表示，新国标可以看作是为带智能辅助驾驶功能的新能源车"量身定做"的。"近两年，带智 能辅助驾驶的新能源车出了一些比较标志性的交通事故，对道路安全和交通参与者都产生了一些安全隐患。" 他认为，此前汽车行业国标较少涉及智能辅助驾驶方面内容，此次新国标推出，对规范行业发展有积极作用。同时也对于部分车企，利用汽车国标在 ...

保障汽车安全行驶已刻不容缓。 近年来，新能源汽车安全事故频现，保障汽车安全行驶已刻不容缓。 近日，在公安部组织完成的《机动车运行安全技术条件》国家标准的征求意见稿（下称《安全技术条 件》）中，飙车炸街、车门把手锁死、动力电池起火等安全隐患均被一一列入强制性管控范围。 根据编制说明，《安全技术条件》是机动车安全管理最基本的技术标准，随着近年道路交通管理实践和 国内外机动车安全技术发展已进入了新的阶段，出现了比如：自动紧急制动等系统的配备车型范围小， 盲区监测、驾驶行为动态监测等系统配备要求缺失；新能源汽车、辅助驾驶汽车的针对性条款要求少等 情况，现行的2017版国标已难以适应新形势发展需求。 中国汽车流通协会专家委员会专家委员李颜伟对第一财经记者表示，新国标可以看作是为带智能辅助驾 驶功能的新能源车"量身定做"的。"近两年，带智能辅助驾驶的新能源车出了一些比较标志性的交通事 故，对道路安全和交通参与者都产生了一些安全隐患。" 他认为，此前汽车行业国标较少涉及智能辅助驾驶方面内容，此次新国标推出，对规范行业发展有积极 作用。同时也对于部分车企，利用汽车国标在智能辅助驾驶方面的空白而进行的过度营销，戴上了"紧 箍咒 ...

2025年的中国汽车行业迎来转型关键节点。 眼下，汽车行业电动化浪潮势不可挡，从产品制造到驾驶体验，智能驾驶和AI技术正对行业产生深刻 变革，产业转型升级已经逐步进入深水区，推动我国汽车产业由高速增长持续向高质量发展。 这一年，电动化转型成果进一步凸显，新能源渗透率持续攀升，高质量、高价值的电动化产品密集推向 市场。其中，自主品牌凭借优秀的产品竞争力加速扩张，合资品牌也开始发起反攻，探索新的发展模 式，充分融入本土化供应链生态，加大革新力度，推出更符合中国市场需求的智能电动化产品。 在汽车产业的变革和重塑过程中，行业需要关注者、观察者与记录者，目的是发现、记录与启发，以客 观视角见证中国汽车产业的发展与成长，从而为行业和企业提供有益借鉴。 中国汽车流通协会乘用车市场信息联席分会发布的最新数据显示，2025年1至10月，我国乘用车累计零 售销量约1925万辆，同比增长7.9%。其中，自主品牌凭借电动化、智能化优势持续占领市场。今年前 10个月，自主品牌零售市场份额为65%，较去年同期提升5.5个百分点。 （文章来源：每日经济新闻） 今年10月，新能源车厂商批发渗透率为55.3%，同比提升5.1个百分点。其中，自 ...

Core Viewpoint - The laser radar company, TuDatong (Seyond), is pursuing a listing in Hong Kong amid challenges such as reliance on a single major client, increasing competition, and legal issues from competitors [1][2][3]. Group 1: Company Overview - TuDatong has received a listing notification for its merger with the SPAC TechStar, planning to issue up to 190,240,000 ordinary shares [1]. - The company specializes in automotive-grade laser radar development and has a significant dependency on NIO, with over 85% of its revenue coming from this single client [4][6]. Group 2: Financial Performance - TuDatong's revenue for 2022, 2023, and 2024 was reported as $66.3 million, $121 million, and $160 million respectively, but it experienced a decline in Q1 2025 to $25 million [4]. - The company has been operating at a loss, with losses of $188 million, $219 million, and $398 million from 2022 to 2024, although the loss narrowed to $14.81 million in Q1 2025 [5]. Group 3: Market Position and Competition - TuDatong's market share in the ADAS laser radar solutions has decreased from 40% in 2022 to 13.4% in 2024, falling to fourth place in the industry [2][3]. - The company faces legal challenges from competitors like Hesai Technology, which has filed a patent infringement lawsuit against TuDatong [1][2]. Group 4: Strategic Initiatives - TuDatong is expanding into non-automotive markets, including smart transportation and industrial safety, and has formed partnerships for applications in shipping and mining [7][8]. - The company aims to diversify its client base to reduce reliance on NIO, which has been its primary customer since 2022 [6].

Core Insights - The total number of new energy vehicles in China is projected to reach 36.89 million by the end of June 2025, according to data from the Ministry of Public Security [1] - The emergence of intelligent connected vehicles is creating new possibilities for work and life, necessitating new answers to automotive-related topics [1] - The degree of automobile penetration is considered a hallmark of a country's industrialization level, with traditional fuel vehicles having established R&D and manufacturing systems [1] - Initially, new car manufacturers were not well-received, but the market dynamics have shifted, with new energy vehicles achieving performance levels comparable to or better than traditional fuel vehicles in terms of acceleration [1] - New energy vehicles are increasingly equipped with intelligent assistance features, altering consumer perceptions of automobiles and generating new demand points, particularly in areas such as intelligent driving assistance, interactive cockpit experiences, and lifestyle service functions [1]

Core Viewpoint - The launch of the new Alpha T5 by Jihu marks a significant advancement in the mid-size SUV market, offering both extended range and pure electric powertrains, with a price range of 109,800 to 154,800 yuan, showcasing a comprehensive technological breakthrough [1][6][28] Group 1: Product Features - The Alpha T5 is available in seven variants, featuring both range-extended and pure electric power options, representing Jihu's first foray into range-extended vehicles [1] - The vehicle is equipped with the new "Yuanjing Intelligent Driving" technology architecture from BAIC, which integrates advanced driving assistance and cockpit functionalities [7] - The Alpha T5 boasts a maximum range of 1,215 kilometers for the range-extended version and 705 kilometers for the pure electric version, with fast charging capabilities allowing for 400 kilometers of range in just 10 minutes [23][21] Group 2: Technological Innovations - The vehicle utilizes a 5nm process technology that provides up to 144 TOPS of computing power, enabling it to process data from 18 cameras for enhanced environmental perception [9] - The "Yuanjing Intelligent Driving" system features a five-dimensional safety framework, including distributed millimeter-wave radar for high-precision sensing in extreme weather conditions [13] - The collaboration with DJI has resulted in a bionic vision system that achieves centimeter-level obstacle detection accuracy, enhancing the vehicle's ability to navigate complex urban environments [11] Group 3: Performance and Efficiency - The "Shenqing Range Extender" technology enhances thermal efficiency to 43%, with a power consumption of only 16.5 kWh per 100 kilometers and a fuel consumption of 5.18 liters per 100 kilometers when running on gasoline [14] - The Alpha T5 achieves a 0-100 km/h acceleration in just 6.5 seconds when fully charged, maintaining a competitive performance even in range-extender mode [16] - The vehicle's design focuses on providing a quiet and comfortable driving experience, distancing itself from traditional range-extended vehicles known for noise and vibration [18] Group 4: Quality and Manufacturing - The Alpha T5 is manufactured at BAIC's Magna high-end manufacturing base, ensuring high durability and quality standards comparable to luxury brands like Mercedes-Benz and Jaguar Land Rover [24][26] - The vehicle's components are sourced from top suppliers, adhering to the same quality standards as high-end luxury vehicles, providing a premium feel at a competitive price point [26] Group 5: Market Impact - The introduction of the Alpha T5 is set to disrupt the 150,000 yuan SUV market by combining advanced technology, reliable quality, and extended range capabilities, thus eliminating the need for consumers to compromise [6][28] - This model represents a shift in the value paradigm of the SUV market, allowing consumers to enjoy a comprehensive driving experience without sacrificing performance or comfort [28]

Core Insights - The new Alpha T5 from Arcfox has been launched, featuring both pure electric and range-extended powertrains, with prices ranging from 109,800 to 154,800 yuan [1][9] - The vehicle is the first to incorporate the Yuanjing intelligent driving assistance system, setting a new benchmark for SUV value [1][3] Product Features - The Alpha T5 is equipped with the Snapdragon 8775 integrated cockpit chip, achieving a computing power of 144 Tops, and supports shared processing for both cockpit and driving domains [3][4] - The vehicle's intelligent driving system utilizes a dual-camera stereo vision system, simulating human vision to enhance safety and user experience [3][4] - The range-extended powertrain employs Atkinson cycle technology with a thermal efficiency of 43%, and the vehicle can achieve a 0-100 km/h acceleration in 6.5 seconds when fully charged [6][9] Performance Metrics - The Alpha T5 offers a maximum range of 705 km for the pure electric version, marking a significant milestone for electric SUVs priced under 150,000 yuan [9] - The vehicle features an 800V high-voltage fast-charging platform, allowing for a 30% to 80% charge in just 8.9 minutes [9] - The WLTC fuel consumption is recorded at 5.18 L per 100 km when running on gasoline, with an electric consumption of 16.5 kWh per 100 km [6][9] Design and Comfort - The Alpha T5 has a sleek design with a drag coefficient of 0.243, and its dimensions have been increased to 4760 mm in length and 2845 mm in wheelbase [7] - The vehicle includes advanced features such as 180-degree reclining front seats with massage functions and an 18-speaker audio system for an enhanced in-car experience [9] Market Performance - In October, the sales of BAIC New Energy exceeded 30,000 units, with the Alpha T1 model receiving over 30,000 orders for two consecutive months, indicating strong market demand [9]

Group 1 - HERE Technologies and Gaode have formed a strategic partnership to provide ADAS and seamless navigation solutions for over 30 Chinese automotive brands, leveraging HERE's global AI mapping technology and Gaode's extensive applications in the Chinese automotive sector [2] - Haima Automobile has made progress in the hydrogen vehicle sector, exploring a full industry chain from photovoltaic power generation to hydrogen vehicle operation, aiming for a green transition leveraging resources and policy advantages in Hainan Free Trade Port [2] - WM Motor has hinted at positive developments, indicating potential successful restructuring after bankruptcy, with plans to resume mass production of the EX5 and E5 models at its Wenzhou base [2] - Elon Musk announced that Tesla has reviewed the progress of the AI 5 chip for smart assisted driving, with subsequent versions AI 6 and AI 7 to follow, and AI 8 expected to exceed expectations [2]

Core Viewpoint - Geely's Galaxy Star 6 aims to set a benchmark for the next generation of national family sedans, with a launch price range of 68,800 to 99,800 yuan [1] Group 1: Product Features - The Galaxy Star 6 offers seven variants and is equipped with the Qianli Haohan H3 advanced driver assistance system, featuring three millimeter-wave radars, eleven high-definition cameras, twelve ultrasonic radars, and a 128 Tops high-performance chip [1] - It supports CNOA urban navigation and HNOA highway navigation, with intelligent functions such as automatic overtaking, large vehicle avoidance, and autonomous entry and exit from ramps [1] - The vehicle includes a unique emergency avoidance and acceleration suppression system at 130 km/h, and the first-class emergency braking system at 120 km/h, enhancing driving safety [1] Group 2: Cost Efficiency and Performance - The Galaxy Star 6 achieves a fuel consumption of 2.8L/100km under CLTC conditions, translating to a cost of 0.2 yuan per kilometer [1] - It boasts a comprehensive range of 1,700 kilometers on a single tank, allowing it to cover significant distances across China, and offers a pure electric range of 125 km, suitable for 90% of daily commuting scenarios [1]

Core Insights - Deep Blue Automotive has officially launched the pre-sale of its Deep Blue L06 model, with a price range of 139,900 to 161,900 yuan, and plans to officially launch in the fourth quarter [1] Group 1: Vehicle Specifications - The Deep Blue L06 is built on the Changan SDA platform and is positioned as a mid-size car, featuring standard laser radar and two power options: pure electric and range-extended [1] - The pure electric version has a CLTC range of 670 km and is equipped with a magnetorheological suspension system [1] - The vehicle dimensions are 4830 mm in length, 1905 mm in width, and 1480 mm in height, with a wheelbase of 2900 mm, achieving a low drag coefficient of 0.23 Cd [2] Group 2: Powertrain and Performance - The L06 is powered by the XTDM67 drive motor, delivering a maximum power of 200 kW, and offers two battery capacities of 56.12 kWh and 68.82 kWh, corresponding to ranges of 560 km and 670 km [5] - The vehicle can accelerate from 0 to 100 km/h in 5.9 seconds and 6.2 seconds, depending on the battery capacity [5] Group 3: Advanced Technology - The L06 is equipped with a comprehensive suite of sensors, including one laser radar, 11 cameras, three millimeter-wave radars, and 12 ultrasonic radars, with no differentiation in hardware across models [5] - It features an end-to-end driving assistance system developed in collaboration with Horizon, powered by two J6M chips, achieving a total computing power of 256 TOPS, and claims to improve traffic speed by 10% and response time by 20% compared to human drivers [5] Group 4: Interior Design and Market Positioning - The interior design includes a 50-inch AR-HUD head-up display and a 15.6-inch floating central control screen, eliminating traditional instrument panels for a more tech-savvy environment [6] - The vehicle is positioned to leverage its unique combination of magnetorheological suspension, laser radar, and 3nm chip technology in the sub-200,000 yuan pure electric market, indicating strong sales potential [6]