调查动机 近日，一辆私家车在通过江苏南京某收费站岗亭时停住不动，交警上前查看，发现驾驶员竟在车内睡着 了。经询问，该驾驶员因过度疲劳，一路开启智能辅助驾驶功能，任由车辆自行行驶。民警对其进行了 批评教育，并开具了警告单。 在短视频平台上，类似场景屡见不鲜：驾驶员在高速行驶中开启智能辅助驾驶后，低头玩手机、闭眼休 息，甚至躺平睡觉。评论区中，有人感叹"科技解放双手"，也有人批评此举是"拿自己和他人的生命开 玩笑"。 据了解，目前我国配有智能驾驶功能的车辆多处于L2级别，需要驾驶员全程监控并准备随时接 管，被称为"智能辅助驾驶"。 然而记者调查发现，部分车主通过使用电容感应绒布、配重环等方式刻意规避DMS监测，低头玩 手机、闭眼休息甚至躺平睡觉。网络上，还有商家公开销售此类"辅助神器"，并附"破解教程"。 车企加强技术防线 9月17日早上，山西高速交警五支队五大队接到报警，称沧渝高速榆林方向发生一起单方事故。民 警赶到现场后了解到，事故原因是驾驶员在开启智能辅助驾驶功能后竟酣然入睡，车辆在系统控制下发 生偏差，最终撞上路边护栏，造成财产损失。万幸的是，撞击使驾驶员惊醒并及时接管车辆，未造成人 员伤亡。这起事件再次 ...

Core Insights - NIO officially launched the new ES8, a flagship SUV, with a starting price of 406,800 yuan, which can drop to 298,800 yuan with the BaaS battery leasing plan, marking a price reduction of nearly 100,000 yuan compared to the second-generation model [2] - The price adjustment reflects a decade of technological accumulation, with improvements in self-developed chips, mass production, and technological iteration leading to better gross profit performance [2] - The new ES8 integrates advanced intelligent driving technologies, including the Cedar AQUILA system and the NWM intelligent driving system, enhancing safety and user experience [3] Pricing Strategy - The new ES8's pricing strategy aims to position the NIO brand more competitively in the market, moving away from the high costs associated with the second-generation model due to high battery prices and initial technology applications [2] - The self-developed NX9031 chip has reduced costs by 10,000 yuan while improving performance, showcasing a "technology cost reduction" model that allows for competitive pricing without sacrificing profit margins [2] Technological Advancements - The Cedar AQUILA system features 31 high-performance sensing hardware components, providing comprehensive all-weather perception capabilities with a maximum range exceeding 400,000 square meters [3] - The new ES8 is equipped with the NWM intelligent driving system, which is the first of its kind to be mass-produced using world model technology, enabling safer and easier driving experiences across various scenarios [3] Market Positioning - The evolution of the ES8 over three generations symbolizes the maturation of Chinese high-end manufacturing, transitioning from catching up to competing on equal footing [4] - NIO is building a clear product hierarchy with the new ES8 and the L90 model, covering a price range from 180,000 to 450,000 yuan, which is crucial for competing in the second half of the smart electric vehicle market [4] - The company emphasizes that the new ES8 is a significant asset in the competitive landscape, where scale effects and technological advantages will be key factors [4]

Core Insights - Mercedes-Benz (China) Investment Co., Ltd. and ByteDance have signed an upgraded strategic cooperation memorandum to promote the integration of artificial intelligence (AI) technology across various business sectors [1][3] - The collaboration aims to enhance AI technology applications in areas such as intelligent assisted driving, smart cockpit, digital marketing, and customer operations [3][5] Group 1: Strategic Collaboration - The partnership is an upgrade following their initial collaboration with Volcano Engine in 2023, with the first Mercedes model featuring the Doubao large model set to launch this fall [3][5] - This collaboration marks ByteDance's significant step into the smart automotive sector [3] Group 2: Technological Integration - Mercedes-Benz established a research and development center in Shanghai in 2022, focusing on accelerating digital R&D [5] - The new electric CLA will feature the self-developed MB.OS architecture, allowing for seamless integration with top technology partners [5] - The smart cockpit AI platform will integrate ByteDance's AI capabilities for rapid application generation, enhancing user experience through a data-driven closed-loop system [5][6] Group 3: R&D Efficiency and Data Management - Mercedes-Benz's R&D team has developed a software development and operations platform, with Volcano Engine assisting in building a big data platform to enhance R&D efficiency [6] - The collaboration will leverage AI capabilities from Feishu to improve digital collaboration in R&D processes [6] Group 4: Digital Marketing and Customer Operations - Mercedes-Benz will work with ByteDance to explore new media marketing channels, utilizing Volcano Engine's strengths in big data and AI for deeper user insights [8] - The partnership will enhance customer operations through advanced cloud communication technology for precise information delivery [8] - The collaboration began in 2023, with the introduction of Volcano Engine into the Mercedes smart cockpit system [8] Group 5: R&D Network and Growth - Over 20 years in China, Mercedes-Benz has built a comprehensive R&D network outside Germany, with increasing investments leading to a "dual-engine" innovation strategy in Beijing and Shanghai [8] - The digital R&D team in China is the fastest-growing globally, responsible for various global projects, including new entertainment systems and intelligent parking features [8]

Core Insights - Avita has officially launched its strategic 2.0 plan alongside the release of the Avita 07 2026 model, defined as a "smart and beautiful urban luxury SUV" [1] - The new model offers six variants with pure electric and range-extended powertrains, priced between 219,900 to 279,900 yuan, with promotional prices starting from 209,900 to 269,900 yuan [1] - The Avita 07 2026 model features several luxury configurations, including a four-door electric suction door, streaming electronic rearview mirror, and a 35.4-inch 4K panoramic screen [1] Product Features - The entire series is equipped with Huawei's Qian Kun ADS 4 advanced driver-assistance system, upgraded with 4D millimeter-wave radar and new auxiliary driving lights, enhancing driving and parking experiences [3] - The cabin features Huawei's Harmony Space 5, providing an immersive interactive experience [3] Strategic Goals - Avita aims for global sales of 400,000 units and annual revenue of 100 billion yuan by 2027, with targets of 800,000 units by 2030 and 1.5 million units by 2035 [3] - To achieve these goals, Avita plans to enhance product, technology, service, and globalization strategies, including launching five upgraded models in collaboration with Huawei and CATL by 2026 [3] Global Expansion - Avita plans to enter over 80 countries and establish more than 700 sales channels by 2030, accelerating its globalization process [3] - The strategic partnership with Huawei will deepen, focusing on team collaboration, joint manufacturing, and ecosystem building [4] - Avita has delivered over 3,000 vehicles to Huawei employees to date [4]

2024年9月20日，吉利发布《台州宣言》，开始大刀阔斧向"一个吉利"整合。一周年之际，整合已进入 攻坚期。 "控制成本不是简单的商务，而是技术体系能力。"淦家阅道出了吉利的造车哲学。 甜与苦，往往是一体两面。 随着吉利与极氪的整合程序持续推进，这场合并或将在年底正式落定。淦家阅的管理范围将进一步扩 大，极氪与领克品牌也纳入其麾下。一个现实问题也随之浮现：极氪将如何重新定位自己，未来走向何 方？ 首次以吉利汽车集团CEO身份回应极氪议题的淦家阅，态度明确：不回避问题，也肯定成果。 "吉利不是个聪明的小孩，是个'笨小孩'。"吉利汽车集团CEO淦家阅说。 在他看来，"'笨小孩'就是要踏踏实实地朝着目标一步一步往前行，才能把事情做好。"淦家阅说。 吉利推进内部整合已近一年。随着整合步伐逐渐明晰，吉利内部的协同体系正加速落地，资源复用与效 率提升已初见成效。 首先是以往饱受诟病的多品牌内耗问题，也得到清晰化。"极氪就是定位为豪华科技，领克就是中高端 运动性能，银河就是主流高价值的产品。"淦家阅告诉21世纪经济报道记者。 产品层面则能体现这一战略。在吉利内部，领克900、银河M9和即将推出的极氪9X虽同属9系车型，却 ...

Investment Rating - The report suggests a bullish outlook for the automotive sector, particularly driven by technology and central state-owned enterprise reforms [3][10]. Core Insights - The automotive sector is expected to benefit from a market rally, with technology-driven segments like robotics and low-altitude economy likely to follow the TMT lead [3]. - The report highlights a rebound in the performance of the robotics sector in the second half of the year, with specific companies recommended for investment [3]. - The establishment of a national standard for intelligent driving assistance systems is anticipated to enhance safety and quality in the automotive industry [4][5]. Market Update - In the 37th week of 2025, retail sales of passenger cars reached 450,000 units, showing a month-on-month increase of 24.65% but a year-on-year decrease of 7.79% [3]. - The total transaction value in the automotive industry for the week was 922.739 billion, reflecting a 31.03% increase from the previous week [3]. - The automotive industry index rose by 2.95%, outperforming the Shanghai and Shenzhen 300 index, which fell by 0.44% [10]. Company Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xiaopeng, and Li Auto, as well as companies involved in intelligent driving technology [3]. - It also suggests monitoring state-owned enterprises like SAIC and Dongfeng for potential investment opportunities [3]. - Companies with strong performance growth and capabilities in robotics or overseas expansion, such as Fuyao Glass and New Spring, are highlighted as potential investment targets [3]. Key Events - The report notes the launch of NIO's new ES8 and ET9 special edition, showcasing significant investments in charging and battery technology [6][7]. - Elon Musk's substantial investment in Tesla, amounting to approximately $1 billion, has positively impacted Tesla's stock performance [8][25]. - The report mentions the introduction of various new models and strategic partnerships in the automotive sector, indicating a dynamic market environment [26][29][34].

每经记者｜孙磊 每经编辑｜裴健如 尽管传祺向往系列已推出了S7、M8两款车型，但该品牌在知名度方面仍远不及已收获不少用户的问界M7和理想L7。面对这种情况，广汽传祺期望通过"低 价高配"的策略，提升产品的竞争力。 例如，广汽集团产品本部向往S9产品总经理穆国宝表示，向往S9的智能化水平处于行业第一梯队。据官方介绍，新车全系标配华为乾崑智驾ADS 4 Max超阶 版系统，成为该高阶智驾方案的首批量产车。该系统拥有29个感知单元、192线激光雷达+3个4D毫米波雷达，功能上覆盖"车位到车位"全场景（高速、城 区、停车场）高阶辅助驾驶，并搭载CAS 4.0全维防碰撞系统。 实际上，今年上市的新车，多数都搭载了智能辅助驾驶功能。业内人士认为，从技术、市场、车企的战略布局来看，2025年很可能是智能辅助驾驶的起点。 在这样的背景下，广汽传祺也不甘落后。一方面，其希望通过引入智能辅助驾驶技术，推动品牌销量增长；另一方面，其计划将智能辅助驾驶技术应用于轿 车、SUV、MPV的全品类车型上，从而优化销量结构。无论是此前发布的S7、M8，还是此次上市的S9，传祺向往车型都搭载了智能辅助驾驶功能。 近日，广汽传祺全新中大型插电混 ...

Core Viewpoint - GAC Trumpchi has launched the Trumpchi Xiangwang S9, a flagship SUV developed in collaboration with Huawei and CATL, focusing on family travel and featuring high-end specifications at a competitive price range of 229,900 to 259,900 yuan [1][11]. Group 1: Vehicle Features - The Xiangwang S9 is equipped with Huawei's advanced driving assistance system, featuring 192-line LiDAR and three 4D millimeter-wave radars, enabling seamless point-to-point driving assistance in urban environments [3]. - The vehicle's body structure incorporates a submarine pressure chamber design for enhanced safety, utilizing aerospace-grade aluminum and high-strength steel to exceed national collision standards [5]. - The Xiangwang S9 comes with a 44.5 kWh CATL battery, achieving a pure electric range of 252 km and a total range exceeding 1,200 km when combined with gasoline [5]. Group 2: Driving and Comfort Technologies - The SUV features GAC's Super Smart Electric Four-Wheel Drive, enhancing stability and safety, and includes various driving modes for different terrains [7]. - Interior amenities include a spacious design with options for five or six seats, high-quality materials, and advanced comfort features such as massage seats and a large entertainment screen for rear passengers [7][9]. - The vehicle is equipped with the HarmonyOS smart cockpit, allowing for voice interaction and multi-screen collaboration, while maintaining low VOC emissions for a healthier cabin environment [9]. Group 3: Market Positioning - The Xiangwang S9 targets family users, emphasizing spaciousness and high-quality travel experiences, positioning itself as a strong competitor against similar models like Li Auto L6 and Aito M7 [11].

长江商报消息●长江商报记者 黄聪 小米汽车又召回了，依旧是SU7标准版。 9月19日，国家市场监督管理总局发布公告称，日前，小米汽车科技有限公司（简称"小米汽车"）备案 了召回计划，决定自即日起，召回2024年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，共 计11.69万辆。 值得注意的是，小米汽车此次召回理由为"辅助驾驶功能"缺陷，而半年前公司小米SU7的辅助驾驶问题 备受外界关注。 事实上，2025年1月，小米汽车计划召回SU7标准版电动汽车共计3.09万辆。 2025年以来，小米SU7已进行了两次召回，合计召回汽车14.78万辆。 而且，根据小米汽车提供的召回车辆型号，长江商报记者发现，两次召回汽车大概率有部分重复，最新 召回的部分小米SU7标准版属于"二次召回"。 交付量方面，上牌数据显示，2025年前8月，小米汽车销量达22.48万辆，完成全年35万辆目标约64%。 辅助驾驶存缺陷 9月19日，国家市场监督管理总局发布的公告显示，日前，小米汽车备案了召回计划，决定自即日起， 召回2024年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，共计11.69万辆。 公告显示， ...

长江商报消息 ●长江商报记者 黄聪 而且，根据小米汽车提供的召回车辆型号，长江商报记者发现，两次召回汽车大概率有部分重复，最新 召回的部分小米SU7标准版属于"二次召回"。 交付量方面，上牌数据显示，2025年前8月，小米汽车销量达22.48万辆，完成全年35万辆目标约64%。 辅助驾驶存缺陷 9月19日，国家市场监督管理总局发布的公告显示，日前，小米汽车备案了召回计划，决定自即日起， 召回2024年2月6日至2025年8月30日生产的部分SU7标准版电动汽车，共计11.69万辆。 公告显示，小米汽车本次召回范围内部分车辆在L2高速领航辅助驾驶功能开启的某些情况下，对极端 特殊场景的识别、预警或处置可能不足，若驾驶员不及时干预可能会增加碰撞风险，存在安全隐患。 小米汽车表示，将通过汽车远程升级（OTA）技术，为召回范围内的车辆免费升级软件，以消除安全隐 患。 事实上，2025年1月，小米汽车计划召回SU7标准版电动汽车共计3.09万辆。 2025年以来，小米SU7已进行了两次召回，合计召回汽车14.78万辆。 小米汽车又召回了，依旧是SU7标准版。 9月19日，国家市场监督管理总局发布公告称，日前，小米汽车科 ...