Core Viewpoint - Audi has reversed its previous plan to stop developing and selling internal combustion engine vehicles by 2033, and no clear timeline for cessation has been set [1][2]. Group 1: Strategic Adjustments - Audi will launch a new series of internal combustion and plug-in hybrid vehicles between 2024 and 2026, providing greater flexibility for the next decade [1]. - The company is shifting its focus to developing a platform architecture and software systems for large vehicles within the Volkswagen Group, marking a transition to "software-defined vehicles" [1][2]. - Audi's strategic adjustments are centered on two key areas: software-defined vehicles and advanced driver assistance technologies [3]. Group 2: Market Dynamics - The global automotive market is experiencing uneven development in electric vehicle adoption, prompting Audi to implement a region-specific development strategy [2]. - Other automakers, such as Volvo and Mercedes-Benz, have also adjusted their electrification plans, indicating a broader trend in the industry [2]. - The electric vehicle market is showing signs of slowing demand, while internal combustion vehicles continue to generate higher profits, necessitating strategic adjustments by automakers [2]. Group 3: Partnerships and Innovations - Audi is collaborating with FAW to produce models based on the PPE luxury electric platform, with the Q6L e-tron already in pre-sale [4]. - A partnership with SAIC is underway to develop pure electric intelligent connected vehicles tailored for the Chinese market [4]. - Starting in 2025, Audi will integrate Huawei's advanced intelligent driving assistance system into new platform products [4].

Core Viewpoint - Audi has reversed its previous plan to stop developing and selling internal combustion engine vehicles by 2033, and it will not set a clear timeline for phasing them out [1] Group 1: Strategic Changes - Audi will launch a new series of internal combustion and plug-in hybrid vehicles between 2024 and 2026, providing greater flexibility for the next decade [1] - The company will lead the development of the Volkswagen Group's platform architecture and software systems for mid-size vehicles, covering all models from the A5 level [1] Group 2: Future Developments - The next-generation SSP platform will mark Volkswagen Group's first full transition to "software-defined vehicles," with the first Audi models equipped with this platform expected to be launched by the end of 2027 or in 2028 [1]

Group 1 - Audi has reversed its previous plan to stop developing and selling internal combustion engine vehicles by 2033, and no clear timeline for cessation is set [1][2] - The company will launch a new series of internal combustion and plug-in hybrid vehicles between 2024 and 2026, providing greater flexibility for the next decade [1][2] - Audi will lead the development of a new platform architecture and software system for large vehicles within the Volkswagen Group, marking a shift towards "software-defined vehicles" [1] Group 2 - The automotive industry is experiencing challenges during the electrification transition, with many companies seeing declines in revenue and profit due to high R&D costs and slow electric vehicle market demand [2] - Companies like Volvo and Mercedes-Benz have also adjusted their electrification plans, opting for a dual development strategy of both internal combustion and electric vehicles [2] - The Chinese electric vehicle market is growing rapidly, prompting multinational companies to accelerate their electrification efforts in China while seeking cost reduction and efficiency improvements [2] Group 3 - Audi's strategic adjustments focus on two key areas: software-defined vehicles and advanced driver assistance technologies [3] - The company plans to produce several models specifically designed for the Chinese market starting mid-2025, including the Q6L e-tron and new electric models based on a joint development with SAIC [3] - Audi is collaborating with Huawei to integrate advanced intelligent driving assistance systems into its new platform products starting in 2025 [3]

6月18日，欧冶半导体宣布，公司已完成亿元人民币B3轮融资。本轮融资由光学龙头企业舜宇光学科技 旗下舜宇产业基金战略领投，合肥高投、老股东太极华青佩诚共同参与。这是继B2轮后，欧冶半导体 本年内公布完成的新一轮融资，将进一步巩固公司在智能汽车第三代E/E架构SoC芯片及解决方案领域 的领先地位。 据公开资料，舜宇光学科技是全球领先的综合光学零件及产品制造商，在多个领域拥有深厚的行业积累 和广泛的市场布局。 欧冶半导体成立于2021年，由创始团队和国投招商共同发起设立。公司是国内首家聚焦智能汽车第三代 E/E架构的SoC芯片及解决方案商。欧冶半导体围绕智能汽车第三代电子电气构架，提供系统级、系列 化芯片及解决方案，旗下龙泉系列产品覆盖智能汽车端侧智能部件（CMS后视镜/智能车灯等）、智能 区域处理器（ZCU）和行泊一体中央计算单元的芯片需求，同时具备业界的智能算法，和灵活分层交付 的软件及解决方案，极大降低客户新产品和新特性的开发成本，缩短上车时间。公司还曾获评福布斯 2023中国独角兽企业。 从最新产品动态来看，2025年上海车展期间，欧冶半导体曾携手舜宇光学科技等产业链伙伴共同发布了 极致体验的AI CMS ...

6月18日，恩智浦半导体宣布，根据先前宣布的2025年1月生效的协议，正式完成对TTTechAuto的收 购。据悉，TTTechAuto是一家专注于为软件定义汽车(SDV)开发独特的安全关键系统和中间件的企业。 收购完成后，TTTechAuto的服务将保持中立，继续在开放的行业生态中运营，支持多种系统级芯片 (SoC)制造商、整车厂(OEM)以及第三方软件合作伙伴。 ...

Core Viewpoint - Japanese automakers are forming alliances to develop AI and autonomous driving technologies, supported by government subsidies and policies aimed at strengthening the domestic supply chain [2][3][4]. Group 1: Government Support and Policy Direction - The Japanese government has been promoting the development of "software-defined vehicles" (SDV) and emphasizes AI-driven automotive software [3]. - Recent revisions to the "Mobility DX Strategy" include support for AI autonomous driving, focusing on AI infrastructure, talent development, and safety standards [3][4]. Group 2: Industry Collaboration - Japanese automakers are collaborating to enhance the domestic supply chain and reduce reliance on foreign technologies, particularly in critical areas like autonomous driving chips and high-precision mapping [5][6]. - The collaboration aims to share R&D resources, reduce costs, and improve efficiency by leveraging each company's strengths in sensor technology, algorithm optimization, and other areas [6][7]. Group 3: Positive Impacts of Alliances - The formation of alliances is expected to lead to significant advancements in infrastructure, such as advanced computing platforms and data centers, to meet the growing computational demands of autonomous driving systems [7]. - The collaboration will also facilitate talent development by integrating training resources and partnering with educational institutions to create specialized programs in automotive engineering and AI [7]. Group 4: Competitive Landscape - The emergence of a Japanese automaker alliance in AI and autonomous driving is likely to intensify global competition, potentially prompting European and American companies to accelerate their own R&D efforts [8]. - This shift may influence the traditional model of independent R&D among automakers, leading to more cross-industry collaborations involving parts suppliers and technology firms [8].

Core Insights - Rivian and Volkswagen Group have made significant progress in their $5 billion software collaboration, establishing Rivian's next-generation SUV platform as the digital hub for all Volkswagen electric models [1][4] - The partnership marks a strategic shift for Volkswagen, allowing them to integrate Rivian's R2 model's electronic architecture, operating system, and software platform into their brands, including Volkswagen, Audi, and Porsche [4][5] Group 1 - Volkswagen's first model utilizing Rivian technology is expected to be a compact electric SUV launching in 2027, featuring a highly compatible onboard system with Rivian's R2 [5] - The collaboration stems from Volkswagen's strategic adjustment in the software domain, as their own SSP electric platform and VW.OS operating system have faced slow progress and high costs [5] - This partnership enables Volkswagen to quickly address software deficiencies and accelerate towards their goal of having over 50% of global vehicle sales be electric by 2030 [5] Group 2 - The collaboration between Rivian and Volkswagen reflects a new trend of technological alliances in the electric vehicle industry, where traditional automakers and new entrants share technology [5] - As software-defined vehicles become a core competitive point, more automakers are likely to adopt "technology licensing + joint development" models to tackle cost pressures and market competition [5]

Core Viewpoint - The traditional luxury car brands represented by BBA (BMW, Benz, Audi) are facing significant challenges in the Chinese market, with local luxury brands rapidly gaining market share and altering consumer perceptions of luxury vehicles [1][3][20]. Group 1: Market Dynamics - The global sales of BBA brands are declining, with BMW and Benz experiencing the largest drops in China, with sales down 13% and 7% respectively, while Audi's sales fell by approximately 11% [1][3]. - The Chinese luxury car market is evolving, with the segment priced between 200,000 to 300,000 yuan experiencing a 92% growth from 1.982 million units in 2018 to 3.822 million units in 2024 [3][18]. - In 2024, domestic high-end brand passenger car sales are projected to reach 4.738 million units, reflecting a 2.3% year-on-year increase [3][18]. Group 2: Audi's Strategic Shift - Audi is launching a new AUDI brand in China, aiming to attract younger consumers and differentiate itself in the luxury market [2][3]. - The AUDI E5 Sportback, which debuted shortly before the Shanghai Auto Show, represents Audi's commitment to electric and intelligent vehicle technology, with a focus on local partnerships for battery and smart driving solutions [2][4][7]. - Audi's collaboration with local suppliers like CATL for battery systems and Momenta for intelligent driving technology highlights a strategic pivot towards leveraging Chinese innovation [2][9][11]. Group 3: Competitive Landscape - Traditional luxury brands are increasingly adopting Chinese smart automotive solutions, with BBA brands collaborating with local companies to enhance their technological offerings [9][10][21]. - The shift towards smart and electric vehicles is not just limited to BBA; other foreign brands are also forming partnerships with Chinese suppliers to adapt to the rapidly changing market [10][13]. - The competitive landscape is intensifying, with the Chinese market leading in the adoption of new energy vehicles, achieving over 50% penetration, while other regions lag behind [18][20]. Group 4: Future Outlook - The success of BBA brands in China is seen as critical for their global strategy, with significant investments planned for new electric models and local R&D initiatives [17][20]. - The rapid development of smart and electric vehicles in China is expected to influence global automotive trends, with Chinese solutions beginning to penetrate international markets [21].

【环球时报特约记者 孙晓蕾】"日本将组建汽车制造商联盟，研发人工智能（AI）自动驾驶汽车技 术。"《日经亚洲评论》日前报道，在日本政府支持下，丰田汽车、本田汽车和其他日本汽车制造商将 合作研发人工智能自动驾驶技术，共同构建AI基础设施并培养相关人才。日本政府拟通过财政补贴等 方式支持该研发机制，旨在强化本国相关供应链体系建设。 据报道，日本政府一直在推动"软件定义汽车"（SDV）的研发。SDV是指以人工智能为核心的软件技术 决定未来汽车。在5月29日举办的讨论会上，日本经济产业省和国土交通省发布了关于汽车产业数字化 转型的"移动性DX战略"修订案。《日刊汽车新闻》网站2日对此报道说，尽管"移动性DX战略"发布至 今仅1年，但随着电动化和智能化汽车的竞争愈演愈烈，日本经济产业省认为有必要灵活地重新审视 该"战略"。此次修订案新增了"支持使用人工智能自动驾驶"的内容。此外，AI基础设施、人才培养、相 关安全标准设定等，将是今后日本车企合作的重点。 对于此次日本政府支持AI自动驾驶研发方面的计划，日本共同社在文章中分析称，由于美国政府对全 球主要贸易伙伴挥舞"关税大棒"，日本汽车产业的不确定性增加。有官员表示，有必 ...

Group 1 - The article highlights the importance of enhancing education quality and optimizing higher education structures in China, driven by technological development and national strategic needs [2] - China's manufacturing PMI for May is reported at 49.5%, indicating a slight improvement, while the non-manufacturing PMI is at 50.3%, showing a minor decline [2] - Hong Kong has officially enacted the "Stablecoin Regulation," establishing a licensing system for stablecoin issuers, which aims to promote financial innovation while maintaining stability [2] Group 2 - The U.S. plans to increase tariffs on imported steel from 25% to 50%, effective June 4, prompting the EU to consider expanding countermeasures [3] - The Ministry of Transport in China emphasizes the need for comprehensive reforms in the transportation sector to enhance high-quality development [4] - The sales revenue of private enterprises in China increased by 3.6% year-on-year in the first four months, outpacing the national average [4] Group 3 - Hong Kong's IPO market raised over 56 billion HKD in May, the highest monthly amount since March 2021, with a total of 77.4 billion HKD raised so far this year [5] - The innovative drug sector is experiencing significant interest, with multiple companies receiving attention from institutional investors [5] Group 4 - The price war among new energy vehicle companies is intensifying, with calls for fair competition and regulatory oversight to ensure market stability [6] - A report by Mary Meeker highlights unprecedented growth in AI development and adoption, with significant implications for the industry [6] - The AI unicorn Builder has been exposed for fraudulent practices, raising concerns about the integrity of AI investments [7] Group 5 - The top 100 real estate companies in China saw a 10.8% year-on-year decline in sales in the first five months, with a 17.3% drop in May alone [7] - Jiangsu province has introduced measures to support home purchases for families with multiple children, aiming to stabilize the real estate market [8] Group 6 - The U.S. Federal Court has blocked the Trump administration's plans for large-scale federal employee layoffs, impacting government restructuring efforts [12] - The EU is set to propose a greenhouse gas reduction target of 90% by 2040 compared to 1990 levels, allowing flexibility for member states [13] Group 7 - Adani Energy Solutions in India plans to raise approximately 5.02 billion USD through a qualified institutional placement [14] - The People's Bank of China has not conducted treasury bond operations for five consecutive months, with expectations to resume in July or August [15] Group 8 - OPEC+ has agreed to increase oil production by 411,000 barrels per day in July, marking the third consecutive month of production increases [16] - Malaysia's palm oil exports in May increased by 17.9% month-on-month, indicating a positive trend in the commodity market [17]