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]

眼下，正处于"618"电商大促的关键阶段，科沃斯、石头科技等头部品牌鏖战正酣，并通过高端机型的降价策略争夺市场份额。大疆的突然闯入，或将打破 行业固有的竞争格局。 云鲸智能（下称"云鲸"）最害怕的竞争对手要来了。 近日，据综合报道，大疆预计将于6月发布量产扫地机器人，该产品或为扫拖一体机器人。有说法称，扫地机器人项目在大疆内部已立项研发超4年。 源媒汇就扫地机器人相关问题向大疆方面发去问询邮件，截至发稿未获回复。 市场数据显示，2024年，大疆拿下全球消费级无人机市场超70%的份额。在视觉和避障传感器、算法、路径规划等方面的多年深厚技术积累，为大疆进入扫 地机器人市场提供了强大的技术支撑。此番大疆跨界扫地机器人背后，既有战略成分，或也有"赌气"成分。 从"天上"到"地上"，大疆能否复制往日的成功路径？ 同门"反目" 大疆入局扫地机器人市场，或与云鲸脱不开关系。 根据公开报道，云鲸创始人张峻彬和大疆创始人汪滔师出同门，均为机器人与自动化领域专家，香港科技大学电子与计算机工程学系教授李泽湘的学生。而 两家企业在发展过程中，也都得到过李泽湘的指导和帮助。 比如云鲸，天眼查显示，其天使轮投资方为东莞松山湖国机机器人研 ...

（原标题：中汽协发倡议，众专家亮观点（六）| 李大开：从"卷"向"强"，避免恶性竞争和盲目价格内 卷） 编者按： 5月31日，中国汽车工业协会面向全行业发布《关于维护公平竞争秩序 促进行业健康发展的倡议》。倡 议中指出，自2025年5月23日起，有车企率先发起大幅降价活动，多家企业跟进效仿，引发新一轮"价格 战"恐慌。无序"价格战"加剧恶性竞争，将进一步挤压企业利润空间，进而影响产品质量和售后服务保 障，不仅阻碍行业自身健康发展，也将危害消费者权益，并带来安全隐患。 倡议发布后，工信部相关负责人第一时间作出公开回应，赞同并支持此倡议，同时指出车企之间"价格 战"，给汽车企业正常的生产经营带来较大冲击，危及行业健康、可持续发展。 央视新闻、新华社、人民日报、经济日报等主流央媒纷纷报道、转载。当日此事登上多个热搜平台，引 发广泛的关注与讨论。 中国汽车工业协会旗下官方媒体《汽车纵横》围绕这一事件，推出汽车行业知名专家访谈系列。本文为 该系列第6篇，受访人为陕西法士特集团原董事长李大开。 二是在赛道选择上，企业可以发挥各自所长，专注专业化、规模化，不必都挤入同一个领域、同一个赛 道； 三是根据企业实际情况，因地制宜 ...

近年来，我国硅产业发展迅速，与此同时，也面临着供需阶段性错配、市场无序竞 争以及价格剧烈波动等诸多问题。特别是2024年以来，硅产业链各环节价格均跌破行业 现金成本，行业企业陷入困境。为科学准确研判产业发展趋势，加快提升产业科技创新 能力，积极推动产业链协同，促进全行业高质量发展，中国有色金属工业协会定于 6月 24-26日 在 四川省乐山市 召开"2025年中国（乐山）硅产业链发展大会"。 特色景点： 1、 乐山大佛 乐山 大佛位于四川乐山市市中区凌云路2435号，南岷江东 岸凌云寺侧，濒大渡河、 青衣江和岷江三江汇流处。 乐山大佛和凌云山、乌尤山、巨形卧佛等景点组成的乐山大佛 景区是国家5A级旅游景区，是世界文化与自然双重遗产峨眉山——乐山大佛的组成部分。 大佛为弥勒佛坐像，通高71米，是我国最大的一尊摩崖石刻造像。 被诗人誉为"山是一尊 佛，佛是一座山"。 乐山大佛开凿于唐代开元元年（713年），完成于贞元十九年（803 年），历时约九十年。 2、 峨眉山旅游风景区 峨眉山风景区位于四川盆地西南部，是我国四大佛教名山之一。从山麓到山顶，沿途 飞瀑流泉，景色清幽，自古就有"秀甲天下"的美誉。峨眉山山体很高 ...

Core Viewpoint - Yutong has advanced its extreme operational challenge activities by directly testing its products in real-world user environments, showcasing its commitment to customer-centric innovation and understanding of industry trends [2][7][10]. Group 1: Extreme Operational Challenge - The 2025 challenge marks a significant evolution in Yutong's verification system, focusing on real user operational conditions rather than simulated environments [7]. - The G318 national road, known for its harsh conditions, serves as a testing ground for Yutong's T5 mountain version light truck, which successfully navigated extreme weather and terrain [7][10]. - The T5 mountain version achieved a power consumption of only 37.77 kWh per 100 kilometers while carrying 2.5 tons, demonstrating its efficiency in challenging conditions [7]. Group 2: Technological Innovations - Yutong's T5 mountain version features a peak torque of over 470 Nm and a power output of 180 kW, expandable to 210 kW, enabling it to handle steep inclines effectively [10][14]. - The vehicle's carrying capacity has been improved by 20% through innovative design, including a high-strength steel bridge shell and advanced suspension systems [10][14]. - Custom mountain tires enhance grip and durability by 20%, with a 50% increase in load-bearing capacity, addressing challenges posed by rough terrains [10][14]. Group 3: User-Centric Development - Yutong's success in the challenge reflects its commitment to addressing user pain points through targeted research and development based on real-world feedback [10][14]. - The company emphasizes that true extreme challenges should focus on solving actual user problems rather than merely showcasing product specifications [14]. - By achieving significant milestones such as "one kilowatt-hour runs three kilometers" and conquering the "72 bends of the Nu River," Yutong redefines performance benchmarks in the new energy commercial vehicle sector [10][14].

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 ...

Group 1 - Beijing is accelerating the construction of an international green economy benchmark city, with the urban sub-center serving as a key carrier and demonstration area [2] - The implementation plan aims to promote the development of ten green industries in a scaled and specialized manner [5][6] - The urban sub-center has achieved 100% green electricity supply in its administrative office area and is establishing a national green development demonstration zone [4][6] Group 2 - By 2027, the number of green enterprises in the urban sub-center is expected to exceed 300, with a focus on cultivating specialized green industries such as carbon services and ESG services [5][6] - The first low-carbon park for green technology and business services has been established, contributing to the national green development demonstration zone [7] - The park will utilize renewable energy systems and is projected to reduce annual carbon dioxide emissions by 1,000 tons [9]

Core Viewpoint - Beijing's urban sub-center aims to become an international benchmark for green economy development by focusing on ten green industries and implementing eight major tasks to promote the scale and specialization of green industries by 2027 [1][2]. Group 1: Green Industry Development - The urban sub-center plans to exceed 300 green enterprises and establish one green industry cluster by 2027, enhancing green innovation capabilities and increasing the number of effective green technology patents by approximately 20% annually [2][3]. - The focus will be on developing specialized green industries such as carbon professional services, ESG services, green finance, and synthetic biology manufacturing, while also consolidating existing green industries like renewable energy and smart connected vehicles [3][4]. Group 2: Infrastructure and Investment - The first green industry cluster, the Beijing Green Technology Innovation Service Industrial Park, is under construction and will utilize the old Beijing Optical Instrument Factory site, aiming for completion by the end of 2027 [4][5]. - The park will feature a 100% renewable energy supply system and is expected to reduce annual CO2 emissions by 1,000 tons through advanced energy management systems [4][5]. Group 3: Strategic Initiatives - Key tasks include establishing the Beijing International Green Technology Concept Verification Center, enhancing the role of local industry funds in supporting green economy initiatives, and leveraging the urban sub-center's position as a leading green finance hub [4][5].

Core Viewpoint - Beijing aims to establish its urban sub-center as an international benchmark city for green economy by 2027, focusing on enhancing green innovation capabilities, increasing the number of green enterprises, and boosting the output value of green industries [1][2]. Group 1: Green Innovation and Technology - The city plans to achieve an annual growth of approximately 20% in effective green technology invention patents and establish an international green technology concept verification center [1]. - The administrative office area has achieved 100% green electricity supply, and a new energy system experimental base has been established [2]. Group 2: Green Industry Development - The urban sub-center will support the development of over 300 green enterprises and establish a green industry cluster [1]. - The focus will be on cultivating specialized green industries, including carbon professional services and ESG (Environmental, Social, and Governance) services, to create a carbon market ecosystem and attract international ESG rating agencies [3]. Group 3: Investment and Future Energy - The sub-center will foster green investment and support the development of various green industry investment institutions, particularly in future energy sectors such as superconducting materials and vacuum systems [4]. - There will be an emphasis on enhancing existing green industries, including ecological environment protection and pollution control, as well as the development of carbon capture, utilization, and storage (CCUS) technologies [4]. Group 4: Smart and Connected Vehicles - The urban sub-center will enhance the smart connected new energy vehicle industry, focusing on vehicle electronics and core components to create a comprehensive supply system [5]. - The aim is to attract low-carbon, ultra-low energy consumption, and nearly zero energy consumption building enterprises to strengthen the green construction industry [5].

Core Insights - JD.com and Tmall, two major e-commerce platforms, reported that Skyworth's wallpaper TVs topped the sales charts during the 618 shopping festival, indicating strong consumer trust in the brand's product quality [1] - Skyworth's dominance in the wallpaper TV market is attributed to its innovative technology and commitment to redefining industry standards, particularly through its unique ultra-thin heat dissipation patent [3] Sales Performance - As of May 31, Skyworth's wallpaper TVs captured the top eight positions in the art TV category on JD.com and all top three spots in the new art TV category on Tmall [1] - In 2024, Skyworth became the leading brand in sales for both 100-inch LCD TVs and wallpaper TVs in China, with the fastest growth in the Mini LED TV category [7] Technological Innovation - Skyworth's proprietary ultra-thin heat dissipation technology allows for a seamless integration of TVs with wall surfaces, enhancing aesthetic appeal [3] - The company has pioneered the application of Mini LED display technology in ultra-thin wallpaper TVs, significantly improving picture quality [3] - Continuous high investment in research and development has established Skyworth's reputation as a technology-driven brand [3]