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合资沉浮20年:昔日王者 重回一线
"态度倨傲、人群膜拜、一呼百应、花钱无数、模特成群……"一位资深媒体人向《21汽车》回忆了十年 前他眼中上海车展上的合资车企。 这一风光的景象大约从二十年前开始,持续了十年有余。回看历史,2014年,在中国乘用车市场占据主 导地位的合资品牌市场份额高达66%,德系、日系、美系、韩系、法系都在中国市场上分得一杯羹,正 是风头正盛之时。这一年,蔚小理等新势力才刚刚萌芽。 历经了十年汽车行业的变迁,自主品牌在新赛道的快速崛起"杀得"合资车企们措手不及,在过去几年的 时间里,主导权在外方的合资们在电动化、智能化的方向上显得犹豫彷徨,转型的步伐因此也变得缓 慢。 但在2025年的车展上,包括德系、美系、日系在内的合资车企主动夺回话语权,放下身段,"破冰"新能 源,主动寻找"中国合伙人",拿出实际行动向外宣示转型决心。 做法有两种:一是推出全新的新能源序列、品牌,例如上汽通用汽车别克正式推出了全新高端新能源子 品牌"至境",东风本田也推出了独立新能源品牌"灵悉"。 另一种方式就是和本土企业深度合作,补齐智能化短板,例如上汽奥迪推出的两款新车Audi A5L 和 Audi A5L Sportback 搭载的都是华为乾崑智驾 ...
“露出”门把手 让汽车设计回归用户需求本源
Zheng Quan Ri Bao· 2025-05-11 16:14
长城汽车(601633)股份有限公司董事长魏建军曾表示,隐藏式门把手所谓的"降低风阻"优势被严重夸 大。实测数据显示,传统门把手在120km/h时速下仅增加0.001Cd至0.003Cd的风阻系数,相当于百公里 电耗差异不足0.1度。 更值得警惕的是,部分车企将"隐藏式设计"异化为营销噱头。比如,某新势力品牌曾推出触控感应式门 把手,用户必须用特定手势滑动才能开启;另有品牌为追求"无把手"效果,将应急开关藏在车标背后。 新能源车企在追求创新的同时,如何保留最基本的人性化操作逻辑?笔者认为,应从以下三方面进行优 化:一是强化安全冗余设计,确保断电或碰撞时车门仍可开启;二是增设防误触机制,避免翻滚事故中 门把手意外开启;三是规范易识别安全标识,并提升门把手结构强度,防止事故后功能失效,从而降低 救援难度。 ■刘钊 在乘坐新能源网约车时,笔者时常出现找不到隐藏式门把手的尴尬局面,而网约车司机对此早已见怪不 怪,下车帮助乘客开门"被迫"成为其职业习惯。有司机对笔者吐槽,因为找不到门把手,很多乘客难以 正确开启车门,车门把手的隐藏式设计沦为鸡肋。 针对隐藏式车门把手在实际应用过程中暴露出来的一些问题,近日,工业和信息化 ...
新造车“紧箍咒”
Bei Jing Shang Bao· 2025-05-11 07:25
Group 1 - The automotive industry is undergoing a transformation driven by electrification and intelligence, which is reshaping product definitions and competition rules, but these innovations also expose safety vulnerabilities [1][4][5] - The Ministry of Industry and Information Technology (MIIT) is taking action to regulate the new car manufacturing chaos, including soliciting opinions on mandatory national standards for car door handle safety [3][4][11] - The new standards address various safety requirements for car door handles, including installation, strength, and emergency operation, as current standards do not adequately cover electric and hidden door handles [4][5][8] Group 2 - Hidden door handles are increasingly popular due to their aesthetic appeal and technological features, but they also present risks such as insufficient strength and operational difficulties in emergencies [5][8][9] - The MIIT has emphasized the need for safety measures in hidden door handles, including mechanical or power failure protection to ensure functionality during accidents [8][9][10] - The MIIT has also halted misleading advertising related to intelligent driving, requiring companies to clarify the levels of driving automation and adhere to safety standards [10][11][12] Group 3 - The new battery safety requirements for electric vehicles will be implemented next year, focusing on impact resistance and safety during fast charging [12] - The industry is urged to prioritize safety in the development of new technologies to ensure healthy and orderly growth [12]
汽车车门把手新国标征求意见,规范汽车车门把手安全标准
Huan Qiu Wang· 2025-05-11 03:55
Core Points - The Ministry of Industry and Information Technology (MIIT) is soliciting opinions on the mandatory national standard for "Automotive Door Handle Safety Technical Requirements," aiming to regulate multiple safety indicators for electric and hidden door handles [1][3] - The rise of electric and hidden door handles, which offer advantages like low wind resistance and enhanced technology, has led to emerging safety issues, including difficulties in usage and rescue during emergencies [3] - The proposed new national standard will comprehensively address safety requirements for automotive door handles, including emergency handle installation, visibility of emergency markings, and dynamic testing of electric handles [3][4] Industry Insights - The establishment of the new national standard is seen as a timely correction to industry development issues, ensuring that innovation is balanced with safety considerations [4] - The rapid growth of China's new energy vehicle industry highlights the urgent need for improved safety assessments and standards, as evidenced by recent policies aimed at enhancing safety across various components [3][4]
景旺电子(603228):AI和汽车双擎驱动 有望开启新一轮成长
Xin Lang Cai Jing· 2025-05-11 00:29
Group 1 - The core viewpoint is that the automotive sector is experiencing stable growth, while AI products are expected to open a second growth curve for the company [1][4] - The company has deepened its presence in the PCB industry with three major product lines: rigid boards, flexible boards, and metal substrates, covering various fields including automotive, consumer electronics, data centers, and communications [1] - The company is actively expanding its high-end capabilities, with significant progress in ramping up production at its Zhuhai Jinwan HLC and HDI factories, aiming to create high-tech, high-value-added products [1][3] Group 2 - The automotive industry is transitioning towards electrification and intelligence, with electric vehicle penetration still low but expected to rise, and AI technology driving the maturity of intelligent driving solutions [2] - The company has accumulated deep expertise in the automotive board sector and is well-positioned to benefit from the trends of electrification and intelligence in the automotive industry [2] - The demand for AI servers and high-speed network systems is expanding, leading to increased requirements for high-layer PCBs and high-end HDI products [3] Group 3 - The company has begun mass shipments of certain products in the AI server field and holds a leading advantage in emerging applications such as high-speed FPC and ultra-high-layer PTFE [3] - The company has achieved mass production capabilities for 800G optical modules and is preparing for 1.6T optical module production, continuously supplying major optical module clients [3] - The company is expected to maintain high growth in automotive and AI-related businesses over the next few years, with projected net profits of 1.545 billion, 1.984 billion, and 2.507 billion yuan for 2025-2027 [4]
政策“组合拳”持续稳健有效 中国高质量发展“枝繁叶茂”
Yang Shi Wang· 2025-05-10 02:02
Group 1: New Occupations and Professions - The Ministry of Human Resources and Social Security has announced the addition of 17 new occupations, including elderly care service providers and cross-border e-commerce operation managers, as well as 42 new professions such as generative AI system testers and smart scenic area managers [1] Group 2: Marriage Registration Regulation - The revised Marriage Registration Regulations will be implemented nationwide starting May 10, enhancing the convenience of marriage registration through a "national handling" approach [3] - From May 10, individuals applying for marriage or divorce registration will no longer need to present their household registration book, simplifying the process [5] - The regulations mandate the establishment of a national marriage information database to ensure accurate, timely, complete, and secure marriage information [7] Group 3: Financial Support for Service Consumption and Elderly Care - The People's Bank of China has set up a 500 billion yuan quota for re-loans aimed at service consumption and elderly care, encouraging financial institutions to increase support for key sectors such as accommodation, dining, entertainment, and education [8] - The re-loan program will be available to 21 national financial institutions and 5 systemically important urban commercial banks, allowing them to independently decide on loan issuance and conditions [10] Group 4: Automotive Safety Standards - The Ministry of Industry and Information Technology is seeking public opinion on the mandatory national standard for automotive door handle safety, addressing issues related to hidden door handles that have emerged in practical applications [11] - Experts highlight the need for improved safety standards due to the increasing diversity of automotive door handle products, which have shown various issues such as insufficient strength and potential safety risks [13]
针对隐藏式车门把手安全问题,工信部出手了!
证券时报· 2025-05-10 00:22
《汽车车门把手安全技术要求》强制性国家标准项目建议书中提到了—— 该标准将填补对隐藏式车门内把手等规范不足的空白。 聚焦潜在逃生、救援风险 记者从工业和信息化部获悉,针对隐藏式车门把手在实际应用过程中暴露出来的一些问题, 工业和信息化部公 开征集对《汽车车门把手安全技术要求》强制性国家标准制修订计划项目的意见,截止日期为2025年6月7日 。 新标准的修订具有重要意义 专家表示,随着汽车电动化、智能化的快速发展,市场上的车门把手产品呈现出工作原理、形式多样化趋势,在市 场应用过程中暴露出多种问题: 强度不足、控制逻辑潜在安全风险、识别操作难(隐蔽无标志)、断电失效、夹手 等,潜在逃生、救援风险 。比如:碰撞、起火等事故中,造成断电现象,使电动式外门把手、电动式车门内把手失 效,增大救援及逃生阻碍。 汽车应急式车门内把手的安装要求 隐藏式车门内把手和应急式车门内把手的标志要求 电动式车门外把手的防夹要求与试验方法 车门外把手和车门内把手的强度要求与试验方法 电动式车门把手的动态试验要求与试验方法 从救援逃生角度,强化汽车车门外把手在碰撞以及车辆起火等事故场景的安全逻辑, 增加机械或者断电保护 等安全冗余设计要求 ...
中国汽研: 临2025-027 中国汽研关于接待投资者调研情况的公告
Zheng Quan Zhi Xing· 2025-05-09 11:01
Summary of Key Points Core Viewpoint - The company, China Automotive Engineering Research Institute Co., Ltd. (China Automotive Research), is actively engaging with investors to enhance understanding of its operational strategies and future plans, particularly in the context of the evolving automotive industry towards electrification, intelligence, connectivity, and low-carbon initiatives [1][2]. Group 1: Investor Communication and Engagement - The company held an investor communication meeting on May 9, 2025, in Chongqing to discuss its operational status and strategic execution for 2024 and the first quarter of 2025 [1]. - Various securities firms and investment management companies participated in the meeting, indicating a broad interest from the investment community [1]. Group 2: Industry Trends and Company Positioning - The automotive industry is undergoing significant changes due to the "new four modernizations" (electrification, intelligence, connectivity, and low-carbon), prompting testing institutions to shift from traditional compliance testing to new technology research and testing [2]. - China Automotive Research has a long history and is one of the earliest institutions to obtain regulatory testing qualifications, accumulating extensive experience in testing services and product development [3]. Group 3: Service Capabilities and Market Strategy - The company is enhancing its service capabilities by focusing on three main technical lines: safety, green technology, and user experience, while increasing R&D investment [3]. - It has established a comprehensive service capability that includes development, testing, certification, evaluation, and after-sales services, effectively addressing pain points in product development for automotive enterprises [3]. Group 4: Environmental and Health Initiatives - The company has launched the China Automotive Health Index and services in the "dual carbon" field, focusing on carbon emission accounting and green low-carbon assessments [4]. - The company is actively involved in setting new emission standards and expanding its capabilities in environmental testing, despite a slight decline in the overall market for automotive emission testing due to the rise of electric vehicles [4]. Group 5: Infrastructure Development and Internationalization - The construction of the East China headquarters is nearing completion, with 90% of equipment procurement achieved, expected to be operational by the end of 2025 [5]. - The company is focusing on internationalization, aiming to provide comprehensive quality technical services to support Chinese automotive enterprises in their global operations [5][6]. Group 6: Hydrogen Energy Initiatives - The National Hydrogen Energy Power Quality Inspection and Testing Center commenced operations in January 2024, providing testing services across the hydrogen energy industry chain [6][7]. - The company is developing hydrogen-related detection equipment and core components, with plans to expand into various hydrogen energy applications, including hydrogen power generation and storage [7].
确保断电、碰撞等险情下车门可打开!工信部出手整顿汽车隐形门把手
Hua Xia Shi Bao· 2025-05-09 10:48
Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) of China is soliciting public opinions on the draft of a mandatory national standard for "Automotive Door Handle Safety Technical Requirements," aiming to enhance safety performance and ensure the standard reflects industry needs and technological trends [2] Group 1: Industry Trends - The popularity of hidden door handles in electric vehicles (EVs) is driven by design aesthetics, aerodynamic optimization, and competitive differentiation among automakers [3][4] - Among 14,341 models on the AutoHome platform, 1,578 models feature hidden door handles, with 74% being new energy vehicles, indicating a strong trend towards this design [4] - Hidden door handles can reduce vehicle drag coefficient by 0.01 to 0.03 Cd, which is significant for EVs where every kilometer of range matters [4][5] Group 2: User Experience and Safety Concerns - Despite their aesthetic and aerodynamic advantages, hidden door handles pose safety risks, including failure in extreme weather conditions and during accidents, which can delay rescue efforts [5][6] - Incidents have been reported where electric door handles failed to operate during emergencies, leading to tragic outcomes, highlighting the need for improved safety measures [6][7] - The reliance on electronic control systems for hidden door handles can lead to vulnerabilities in critical situations, contrasting with traditional mechanical handles [7] Group 3: Regulatory Response - The MIIT's new standard focuses on three core areas: mechanical redundancy for emergency access, standardized emergency device visibility, and strength testing for extreme conditions [8] - The standard emphasizes "anti-misoperation" design to prevent accidental activation of door handles during vehicle rollovers, reflecting a proactive approach to safety [8] - The evolution of hidden door handles symbolizes the automotive industry's shift from mechanical products to intelligent terminals, balancing engineering, marketing, and user experience [8]
强化事故场景安全逻辑,工信部出手整顿隐藏式车门把手
Zhong Guo Jing Ji Wang· 2025-05-09 08:07
中国经济网北京5月9日讯(记者 张懿) 昨日,工信部官网发文,公开征集对《汽车车门把手安全技 术要求》强制性国家标准制修订计划项目的意见。 《汽车车门把手安全技术要求》强制性国家标准项目建议书显示,《汽车车门把手安全技术要求》 的起草单位为中国汽车技术研究中心有限公司、吉利汽车研究院(宁波)有限公司、北京车和家汽车科技 有限公司等。项目周期为22个月。 《汽车车门把手安全技术要求》规定了汽车应急式车门内把手的安装要求、隐藏式车门内把手和应 急式车门内把手的标志要求、电动式车门外把手的防夹要求与试验方法、车门外把手和车门内把手的强 度要求与试验方法、电动式车门把手的动态试验要求与试验方法。 工信部指出,近年来,随汽车电动化、智能化的快速发展,隐藏式车门把手凭借美观、科技感强等 优势被广泛应用。市场上的车门把手产品呈现出工作原理、形式多样化趋势,在市场应用过程中暴露出 以下问题:强度不足、控制逻辑潜在安全风险、识别操作难(隐蔽无标志)、断电失效、夹手等,潜在逃 生、救援风险。 工信部强调,新标准的修订具有重要意义。从救援逃生角度,强化汽车车门外把手在碰撞以及车辆 起火等事故场景的安全逻辑,增加机械或者断电保护等安 ...