电动化转型

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别克亮剑新势力
Hua Er Jie Jian Wen· 2025-09-16 07:51
Core Viewpoint - Buick is launching the Electra L7, a mid-large sedan aimed at the competitive price range of 200,000 to 300,000 yuan, marking a significant shift in its strategy to reclaim market presence in the electric vehicle sector [2][3]. Group 1: Product Development and Technology - The Electra L7 is built on the fully self-developed "Xiaoyao" architecture by the Pan-Asia Automotive Technology Center, allowing for a comprehensive approach to product development [3][6]. - The vehicle features a "super range extender" system, addressing range anxiety for consumers and filling a gap in the sedan market where such technology is currently lacking [3][9]. - The collaboration with Momenta has led to the introduction of the R6 flying model for intelligent driving, enhancing the vehicle's competitive edge in smart technology [3][10]. Group 2: Market Positioning and Strategy - Buick aims to redefine its image from being perceived as a "mixed-brand electric vehicle" to a leader in the electric vehicle market, providing a model for the transformation of joint venture brands [2][4]. - The company acknowledges the challenges in the 200,000 to 300,000 yuan market, which is highly competitive, but believes that the Electra L7 can meet consumer needs effectively [4][11]. - The focus on a high-end electric sub-brand reflects Buick's commitment to delivering quality products that leverage its historical strengths in automotive manufacturing [18][22]. Group 3: Organizational Changes and Trust - There has been a significant shift in the organizational structure, with increased autonomy for the Chinese team in product development, which has fostered trust from the American side [3][22]. - The successful execution of the Electra L7 project is seen as a case study for General Motors, showcasing the capabilities of the Pan-Asia team and enhancing confidence in the Chinese market [23][22]. - The collaboration between the American and Chinese teams has improved communication and alignment, leading to better product outcomes and market performance [7][22].
中国市场与供应链助力奥迪电动化转型——访奥迪全球首席执行官格诺特·德尔纳
Xin Hua She· 2025-09-16 05:49
新华社德国慕尼黑9月15日电 奥迪全球首席执行官格诺特·德尔纳(中文名高德诺)日前接受新华社记者 采访时表示,奥迪在电动化、智能化领域的战略布局将进一步依托中国市场的发展优势。他认为,与优 秀的中国供应商合作,不仅有助于整合全球领先技术,也能精准满足中国市场的独特需求。 在奥迪看来,当前全球经济变化和国际竞争加剧给整个汽车行业带来重大挑战。德尔纳指出,企业依托 自身优势通过推出众多新车型来优化产品组合,并强化在中国和北美等核心市场的战略布局。 德尔纳介绍,奥迪正在经历大规模转型,而在这一过程中,中国市场不仅是关键驱动力,其实践经验也 成为全球市场的榜样。 近年来,德尔纳多次到访中国。谈及中国市场特点,他认为:"勇于开拓的精神是中国市场的共同特 质。高速发展的市场环境和创新精神在中国体现得尤为明显,我们非常高兴能成为这一充满活力市场发 展的参与者。" 德尔纳说,奥迪与上汽集团、华为等合作伙伴在研发和智能化领域不断深化合作。中国合作伙伴在执行 速度和技术落地方面堪称典范,不仅推动了奥迪在中国的创新实践,也为其全球研发体系和供应链提供 了宝贵经验。 德尔纳强调,奥迪与中国一汽、上汽集团保持着长期紧密合作,还与多家中 ...
德系主场慕尼黑刮起“中国风”
Huan Qiu Wang· 2025-09-16 03:19
Group 1: Event Overview - The 2025 Munich Motor Show (IAA Mobility) commenced on September 8, 2025, with a public opening from September 9 to 14, focusing on mobility, sustainability, and technological innovation [2] - Major German automakers such as Volkswagen Group, BMW, and Mercedes-Benz showcased their latest models, alongside international companies like Opel, Hyundai, and Lucid [2][3] - The number of Chinese exhibitors increased significantly, with 116 companies participating, up from 70 in 2023, making them the largest group after German firms [2] Group 2: Electric Vehicle Highlights - BMW unveiled the new generation iX3, featuring advanced technologies and set for large-scale sales in Europe starting March 2026 [3] - Mercedes-Benz launched the all-new electric GLC, boasting significant design changes and a maximum WLTP range of 713 kilometers [3] - Volkswagen introduced the ID.Polo, an electric successor to the classic Polo, expected to debut in May 2026 [4] Group 3: International Participation - Hyundai presented the IONIQ 3 concept car, with the production version anticipated in Q3 2026 [5] - Lucid showcased the new electric SUV Gravity, which is available for pre-order in Europe and expected to deliver in early 2026 [5] - Stellantis expressed concerns over European emissions regulations, warning that the targets for 2030 and 2035 may not be achievable without policy support [5][6] Group 4: Chinese Automakers' Expansion - Chinese brands like BYD, Xpeng, and Leap Motor showcased multiple new models, indicating strong ambitions in the European market [7][8] - BYD announced plans to open over 1,000 stores in Europe by the end of 2023 and aims to launch 3-4 new plug-in hybrid models in the next six months [8] - Changan presented its global strategic models S05 and S07, with the S05 officially launching in Europe [9] Group 5: Component Suppliers and Technology - A large contingent of Chinese component suppliers participated, including battery manufacturers like CATL and technology firms focusing on autonomous driving [11][12] - Companies like Momenta and Horizon showcased their latest advancements in autonomous driving technology, with Momenta announcing partnerships with over 20 global automakers [12] - The trend of "ecological export" was highlighted, with Chinese firms moving from single vehicle exports to comprehensive ecosystem solutions [11][14] Group 6: Competitive Dynamics - The competition between Chinese and European automakers is intensifying, with Chinese brands capturing 9.9% of the European electric vehicle market as of July 2023 [14] - Executives from BMW and Mercedes-Benz acknowledged the fierce competition in the Chinese market and emphasized the importance of collaboration with local partners [15][16] - The evolving "co-opetition" model is reshaping the global automotive landscape, driving technological advancements and market sharing [17][18]
专访丨中国市场与供应链助力奥迪电动化转型——访奥迪全球首席执行官格诺特·德尔纳
Xin Hua Wang· 2025-09-16 02:25
新华社德国慕尼黑9月15日电 专访|中国市场与供应链助力奥迪电动化转型——访奥迪全球首席 执行官格诺特·德尔纳 新华社记者李函林 邰思聪 奥迪全球首席执行官格诺特·德尔纳(中文名高德诺)日前接受新华社记者采访时表示,奥迪在电 动化、智能化领域的战略布局将进一步依托中国市场的发展优势。他认为,与优秀的中国供应商合作, 不仅有助于整合全球领先技术,也能精准满足中国市场的独特需求。 在奥迪看来,当前全球经济变化和国际竞争加剧给整个汽车行业带来重大挑战。德尔纳指出,企业 依托自身优势通过推出众多新车型来优化产品组合,并强化在中国和北美等核心市场的战略布局。 【纠错】 【责任编辑:焦鹏】 近年来,德尔纳多次到访中国。谈及中国市场特点,他认为:"勇于开拓的精神是中国市场的共同 特质。高速发展的市场环境和创新精神在中国体现得尤为明显,我们非常高兴能成为这一充满活力市场 发展的参与者。" 德尔纳说,奥迪与上汽集团、华为等合作伙伴在研发和智能化领域不断深化合作。中国合作伙伴在 执行速度和技术落地方面堪称典范,不仅推动了奥迪在中国的创新实践,也为其全球研发体系和供应链 提供了宝贵经验。 德尔纳强调,奥迪与中国一汽、上汽集团保持着 ...
“猛士老曹”回归东风本田 合资巨头加速推动电动化、智能化转型
Zhong Guo Jing Ying Bao· 2025-09-16 01:41
9月15日,东风本田汽车有限公司(以下简称"东风本田")通过官方账号"东本传播"发布消息称,原东 风猛士科技CEO曹东杰任东风本田董事,推荐任东风本田执行副总经理。此外,原东风本田董事、执行 副总经理潘建新现调任东风本田党委书记、工会主席候选人。王彬彬任东风本田专务,不再担任东风本 田党委书记、党委委员、工会主席职务。 对于上述人事变动,东风本田方面表示,此次调整属于东风汽车集团有限公司(以下简称"东风公司") 内部正常的人事轮岗,旨在进一步优化管理体系,强化企业战略实施。 《中国经营报》记者了解到,在东风猛士科技工作期间,曹东杰自诩为"猛士老曹",并以此开设了互联 网账号,通过发布试驾体验、接受采访等视频宣传猛士新车。记者查询了解到,目前"猛士老曹"账号已 更名为"旅途行者老曹"。 相关资料显示,曹东杰是一位"老东风人",此前曾在东风本田担任制造、品质、技术、采购等领域管理 工作,后又在东风乘用车、东风猛士科技等板块担任相关职务,具备丰富的汽车行业经验和经营管理能 力。 2021年年初,东风公司成立东风猛士科技前身M事业部,并推出M品牌。在东风乘用车担任副总经理, 并主要负责生产制造工作的曹东杰,即接手负责 ...
预算限制+战略变革,大众电动高尔夫上市计划或延迟9个月
Guan Cha Zhe Wang· 2025-09-16 00:27
(文/观察者网 张家栋 编辑/高莘) 据彭博社近日报道,有知情人士透露,大众电动版高尔夫(ID.Golf)的上市计划将面临长达9个月的延 期。 大众沃尔夫斯堡工厂 大众集团官网 由于预算受限,大众汽车集团位于德国沃尔夫斯堡的工厂为生产新一代电动汽车而进行的改造计划已陷 入停滞。知情人士补充称,将现有大众燃油版高尔夫的生产转移至墨西哥的计划也因此被迫延迟。其中 一名知情人士还指出,大众电动版T-Roc的推出时间也受到影响。 不过,由于战略转变,大众此前对燃油车工厂的改造计划延期,也正带来附加影响。知情人士表示,在 工厂改造计划推迟的同时,当前该工厂频繁遭遇技术故障与设备故障,已多次导致生产线陷入停滞状 态,沃尔夫斯堡工厂工人的不满情绪正不断加剧。 知情人士还透露,目前大众汽车集团正拟定2026年—2030年预算计划,其中包含多项关键的投资与生产 决策。其中,在一项总额预计为1600亿欧元(约1.3万亿元人民币)的预算中,大众可能会划拨一小部 分用于解决沃尔夫斯堡工厂的技术问题。 不过,从刚刚结束的慕尼黑车展(IAA 2025)来看,大众等欧洲传统车企目前面临的最大挑战,是在 欧洲市场的电动化转型中尽快降低成本, ...
德系主场慕尼黑刮起中国风
Zhong Guo Qi Che Bao Wang· 2025-09-15 08:48
当地时间9月8日,2025年慕尼黑车展(IAA Mobility)正式拉开帷幕,并于9日~14日面向公众开放。本届车展以"'动'悉一切(It's all about mobility)"为主题,聚焦移动出行、可持续发展和技术创新三大核心方向。 以大众集团、宝马、梅赛德斯-奔驰为代表的德国东道主企业盛装登场,欧宝、现代汽车、Lucid等外国车企也来捧场,博世、舍弗勒、法雷奥、欧摩威(此 前为大陆集团汽车子集团)、马勒、电装、爱信、松下、谷歌等零部件巨头及科技公司也带来了各自的最新技术。 值得注意的是,中国参展企业数量继续大幅增长。根据德国汽车工业协会(VDA)的数据,本届慕尼黑车展共有116家来自中国的参展商注册,是仅次于德 国企业的最大参展商群体,相比2023年的70家数量再度攀升。参展商涵盖整车、动力电池、自动驾驶、激光雷达、智能座舱等领域。其中,主机厂包括一汽 红旗、长安、比亚迪、奇瑞、东风风行、广汽、问界、小鹏、零跑、领途、212越野等。中国供应链企业大规模参展同样也是本届车展的一大亮点,例如宁 德时代、中创新航、地平线、黑芝麻、速腾聚创、大疆卓驭、Momenta等。 主场作战 德系车油电两手抓 梅赛德 ...
宁德时代欧洲工厂将投产;枧下窝锂矿复产;弗迪电池将供货小米;比克电池发布新品;储能电池标准混战持续;宝马iX3搭载亿纬锂能大圆柱
起点锂电· 2025-09-14 10:24
Group 1 - Bick Battery has launched the PRO-MAX 46137 battery, defining a new standard for electric two-wheeled vehicles with safety, economy, and high performance [3][5] - The PRO-MAX 46137 battery features a high energy density of 190Wh/kg and a volume energy density of 490Wh/L, with a single cell capacity of 30Ah, setting a new benchmark for two-wheeled vehicle batteries [5] - The battery's design includes a steel shell structure and controlled pressure relief, significantly enhancing safety and performance stability [5][6] Group 2 - CATL has introduced the NP3.0 technology platform, which includes innovations in chemical systems, structure, system design, and control strategies, enhancing battery safety and performance [7] - The Shining Pro battery, equipped with NP3.0 technology, offers a lifespan of 12 years or 1 million cycles, with a maximum range of 758 kilometers [8] - The Shining Pro battery can achieve a rapid charge of 478 kilometers in just 10 minutes, addressing the needs of cold climates [8] Group 3 - Chuangneng New Energy has signed an investment agreement for an 80GWh lithium battery production project in Yichang, with a planned area of approximately 1730 acres [9][10] - The first phase of the project has already been completed and is operational, with a capacity of 65GWh [11][12] Group 4 - A joint venture between Hyundai Motor Group and LG Energy Solutions is under investigation by U.S. authorities, leading to the detention of 475 workers at their $4.3 billion battery manufacturing site [13] - The project is currently halted, and production timelines may be delayed until mid-next year [13] Group 5 - CATL's new factory in Hungary is expected to begin production by early next year, with an annual capacity of 100GWh, aiming to meet the demand from major automakers [14][15] - The factory will employ 9,000 workers and will be the largest battery production facility in Europe upon completion [15] Group 6 - Three lithium battery projects have been signed in Huzhou, with a total investment of nearly 700 million yuan, focusing on battery components and systems [16] - The projects aim to produce millions of battery components annually, significantly contributing to the local economy [16] Group 7 - Ganfeng Lithium has established multiple new companies in Shenzhen, indicating a strategic expansion in the lithium battery sector [21] - The new companies are focused on various aspects of lithium battery production and technology development [21] Group 8 - The recovery of the Jiangxi Jinxia lithium mine by CATL is progressing faster than expected, with mining rights applications moving smoothly [23][24] - The mine is significant for its large capacity and is crucial for CATL's supply chain [24] Group 9 - LeydenJar, a Dutch silicon anode company, has secured €13 million in funding to support the production of its breakthrough technology [25] - The funding will help complete the construction of its PlantOne facility, set to begin operations in 2027 [25] Group 10 - A new project for recycling retired lithium batteries has been approved in Shaanxi, with an annual processing capacity of 21,000 units [40] - The project aims to enhance the recycling and reuse of lithium battery materials, contributing to sustainability efforts [40]
“消费者导向并非完全顺从”,领克10 EM-p如何定义领克2.0时代
Guan Cha Zhe Wang· 2025-09-12 08:39
Core Viewpoint - The launch of the Lynk & Co 10 EM-P marks a significant advancement for the brand, transitioning into a comprehensive intelligent 2.0 era, reflecting on its technological and performance evolution over the past nine years [1][5]. Pricing and Product Details - The Lynk & Co 10 EM-P was officially launched on September 8, with four variants priced between 173,800 to 211,800 yuan. A limited-time discount brings the price down to 163,800 to 201,800 yuan for orders placed by October 31 [3][5]. Technological Advancements - As Lynk & Co's first mid-to-large plug-in hybrid sedan, the 10 EM-P features original design elements, standard intelligent electric four-wheel drive, and laser radar. It is equipped with the NVIDIA Thor driving assistance chip, supporting the advanced H7 driving assistance solution [5][8]. - The vehicle's intelligent cockpit is powered by the LYNK Flyme Auto 2 system, enhanced by the Qualcomm Snapdragon 8295 chip and Flyme AI model, significantly improving human-vehicle interaction and emotional engagement [10]. Strategic Reflections - The launch reflects Lynk & Co's introspection on its electric transformation, acknowledging past shortcomings in understanding user needs for smart technology and battery systems. The brand aims to enhance its product evolution capabilities in the 2.0 era [7][10]. - The company emphasizes a consumer-oriented approach, balancing responsiveness to user demands with innovative design and quality to maintain brand positioning [12]. Design Philosophy - Lynk & Co highlights its commitment to original design as a core value, incorporating signature design elements into the 10 EM-P, with a color palette inspired by "morning light" featuring six distinct colors [14]. Market Positioning and Challenges - Despite the advancements, Lynk & Co faces intensified competition in the electric vehicle market, with new entrants striving for profitability. The brand's differentiation strategy involves broadening its energy forms and product matrix while maintaining its brand identity [15]. - The performance and handling characteristics remain central to Lynk & Co's identity, particularly in the sedan segment, necessitating a balance between sportiness and comfort in the 10 EM-P [17][19].
中年男人最爱的“国民神车”,也卖不动了?
商业洞察· 2025-09-11 09:24
Core Viewpoint - Volkswagen is facing significant challenges in the U.S. electric vehicle market, particularly with the ID.4 model, which has seen a drastic decline in sales due to the withdrawal of federal subsidies and increased competition [6][7][13]. Group 1: Sales and Market Performance - The ID.4's sales in the U.S. plummeted from 38,000 units in 2023 to 17,000 units in 2024, with a further decline of 19% year-on-year in the first half of 2025 and a staggering 65% drop in Q2 2025, resulting in fewer than 2,000 units sold in that quarter [6][7]. - The loss of the $7,500 tax credit in January 2025 was a critical turning point for ID.4's sales, which had previously ranked third in U.S. electric vehicle sales [7][8]. - Volkswagen's strategy to lower the monthly lease price of the ID.4 to $129 has not been sufficient to reverse the sales decline [7]. Group 2: Financial Performance - Volkswagen's financial results for the first half of 2025 showed a slight decrease in sales revenue to €158.4 billion, while operating profit fell by 32.8% to €6.7 billion, and net profit dropped by 38% to €4.477 billion [11]. - The decline in profits is attributed to increased import tariffs in the U.S. resulting in a €1.3 billion loss and restructuring provisions in the Audi, Volkswagen passenger car, and Cariad software divisions totaling €700 million [11]. Group 3: Challenges in Electric Vehicle Transition - Volkswagen's electric vehicle transition has been hampered by software issues, which have been identified as a core shortcoming compared to competitors [15][17]. - Despite early investments in electric vehicle development, Volkswagen has struggled with software problems that have affected user experience and market competitiveness [17]. - The company has faced recalls due to software vulnerabilities, highlighting ongoing challenges in its electric vehicle offerings [17]. Group 4: Market Strategy in China - Volkswagen's sales in China showed a slight decline of 2.3% in the first half of 2025, with a projected 10% drop in 2024 sales [21]. - The company is navigating a competitive landscape in China, characterized by aggressive pricing strategies among over 130 brands, with predictions that over 90% of car manufacturers will not be profitable [21][23]. - Volkswagen is pursuing a dual strategy of maintaining its fuel vehicle lineup while investing heavily in electric vehicles, including partnerships with local companies to accelerate development [23]. Group 5: Future Outlook - The electric vehicle market in China is expected to see a significant increase in penetration rates, with forecasts suggesting it could reach 74% by 2030 [21]. - Volkswagen's upcoming launch of 30 new electric models between 2026 and 2027 is seen as a critical test for the company's ability to adapt and thrive in the evolving automotive landscape [24][25].