转自：北京日报客户端 尽管账期承诺与"反内卷"悬于头顶，2025年的中国汽车市场产销量依然创下新纪录。中汽协数据显示， 去年前11个月，我国汽车产销量累计完成3123.1万辆和3112.7万辆，同比增幅均超过11%，产销量双双 创出新高。这表明，在"以旧换新"、新能源汽车购置税减免等政策撬动下，汽车消费潜力持续释放，市 场保持了韧性与活力。 同时，在白热化竞争与前沿科技的碰撞中，中国汽车产业也在完成一场深刻的压力测试与价值重构。在 新能源乘用车渗透率超50%、L3智驾落地、全球化持续推进等因素加持下，中国汽车业正在告别粗放竞 争，迈入价值驱动的高质量发展新阶段。 在行业新常态下，2026年或成为车企分水岭。多家车企掌舵者预判，国内汽车市场将进入高销量、低增 长的新周期。对于消费市场来说，随着800V高压平台、激光雷达等高端配置下放，消费者将迎来"用更 少钱买更好车"的时代；对于车企来说，新能源与全球化越发关键，成为主导竞争的胜负手，在强者恒 强、分化加剧的竞争格局下，市场淘汰赛可能会加速演绎。 车企进入"体系化竞赛" 新年伊始，汽车行业2025年度销量数据陆续揭晓。比亚迪全年纯电动汽车销量首次超越特斯拉，晋升 ...

尽管账期承诺与"反内卷"悬于头顶，2025年的中国汽车市场产销量依然创下新纪录。中汽协数据显示， 去年前11个月，我国汽车产销量累计完成3123.1万辆和3112.7万辆，同比增幅均超过11%，产销量双双 创出新高。这表明，在"以旧换新"、新能源汽车购置税减免等政策撬动下，汽车消费潜力持续释放，市 场保持了韧性与活力。 同时，在白热化竞争与前沿科技的碰撞中，中国汽车产业也在完成一场深刻的压力测试与价值重构。在 新能源乘用车渗透率超50%、L3智驾落地、全球化持续推进等因素加持下，中国汽车业正在告别粗放竞 争，迈入价值驱动的高质量发展新阶段。 图为2025年7月8日，比亚迪"深圳号"汽车滚装船。 时报财经图库/供图 在行业新常态下，2026年或成为车企分水岭。多家车企掌舵者预判，国内汽车市场将进入高销量、低增 长的新周期。对于消费市场来说，随着800V高压平台、激光雷达等高端配置下放，消费者将迎来"用更 少钱买更好车"的时代；对于车企来说，新能源与全球化越发关键，成为主导竞争的胜负手，在强者恒 强、分化加剧的竞争格局下，市场淘汰赛可能会加速演绎。 车企进入"体系化竞赛" 新年伊始，汽车行业2025年度销量数据陆 ...

尽管账期承诺与"反内卷"悬于头顶，2025年的中国汽车市场产销量依然创下新纪录。中汽协数据显示， 去年前11个月，我国汽车产销量累计完成3123.1万辆和3112.7万辆，同比增幅均超过11%，产销量双双 创出新高。这表明，在"以旧换新"、新能源汽车购置税减免等政策撬动下，汽车消费潜力持续释放，市 场保持了韧性与活力。 同时，在白热化竞争与前沿科技的碰撞中，中国汽车产业也在完成一场深刻的压力测试与价值重构。在 新能源乘用车渗透率超50%、L3智驾落地、全球化持续推进等因素加持下，中国汽车业正在告别粗放竞 争，迈入价值驱动的高质量发展新阶段。 在行业新常态下，2026年或成为车企分水岭。多家车企掌舵者预判，国内汽车市场将进入高销量、低增 长的新周期。对于消费市场来说，随着800V高压平台、激光雷达等高端配置下放，消费者将迎来"用更 少钱买更好车"的时代；对于车企来说，新能源与全球化越发关键，成为主导竞争的胜负手，在强者恒 强、分化加剧的竞争格局下，市场淘汰赛可能会加速演绎。 车企进入"体系化竞赛" 新年伊始，汽车行业2025年度销量数据陆续揭晓。比亚迪全年纯电动汽车销量首次超越特斯拉，晋升全 球首位。"新旧王者 ...

巨人入局体系突显 当理想L9与问界M9在增程旗舰市场完成初步格局构建时，这张竞争牌桌实际上还缺少一位具备完整体 系能力的全球级玩家。上汽大众ID. ERA序列下9系旗舰的出现，让这轮PK第一次迎来真正的"体系力对 抗"。 ID.ERA概念车所展现的技术方向，揭示了这款旗舰9系量产车的体系底色。在机械层面，德系工程基因 依然是其核心。概念车上的底盘结构深度整合了预扫描悬架、空气悬架与连续可变阻尼系统的能力，通 过毫秒级前方地形预测，使大体量SUV在动态过程中保持更高稳定性。面对复杂路况，车辆能够提前完 成姿态预判，让舒适与稳定不再依赖单项配置，而是实现底盘、传感器与智驱算法的整体协作。这项前 瞻技术如果在量产车上成为现实，将会大大增强产品的竞争力。 这种"机械素质＋智能算法"的结合方式，正是大众体系化能力的缩影。过去这些技术常见于百万级豪华 车，而大众将其整合为增程旗舰的动态基础，让车辆在操控性、行驶质感与场景适应性上具备了高一致 性表现。 动力系统则进一步体现体系深度。EA211 1.5T EVO II发动机首次跨界作为增程动力单元，以米勒循环 与可变截面涡轮提升效率，兼具体积小、输出稳、噪音低等特性。结合主 ...

2024年大六座SUV销量同比增长47%；2025年上半年中大型SUV累计销量同比提升28%，其中六座车型贡献了超过七成的销量……40万元级高端增程 SUV市场从蓝海走向红海。其中，理想L9以"家庭科技旗舰"定义细分市场，问界M9用"豪华科技标杆"树立行业高度，还有10余款"9系"车型扎堆入局，让 这一赛道的竞争陷入同质化漩涡。就在此时，上汽大众全新新能源产品序列ID. ERA的首款产品——增程9系即将登场，它的到来将打破现有9系高端增程 SUV市场的竞争格局。值得注意的是，这不是一场简单的"加入战局"，而是一个车圈"老炮"带着完备的价值体系，对40万元级增程市场发起的"体系化重 构"，为2026年的细分市场注入了极大悬念。 新势力的崛起，靠的是"长板极致化"的破局思路——理想L9的家庭场景适配、问界M9的智能驾驶优势，都精准击中了特定用户群体的核心需求。但 随着市场走向成熟，消费者的认知正在回归理性，"水桶定律"的重要性日益凸显。J.D. Power 2024年调研显示，新能源汽车用户，尤其是女性用户对产品 质量的抱怨逐年增加，已超过男性用户，这背后是"长板掩盖短板"的产品逻辑难以满足长期使用需求的现实。上 ...

Core Insights - The collaboration between Huawei and Dongfeng has led to the launch of a new electric vehicle brand called "Yijing," which aims to redefine family travel experiences [3][5][9] - The partnership signifies a deep integration of technology and manufacturing capabilities, moving beyond traditional cooperation to a full-chain collaboration [5][23] - Yijing targets the high-quality family travel market, focusing on safety, intelligent experiences, and comprehensive care for all family members [12][24] Group 1: Brand and Collaboration - The Yijing brand was officially launched at the Huawei QianKun Ecological Conference on November 20, 2023, marking a significant milestone in the collaboration between Huawei QianKun and Dongfeng [3][5] - The partnership has evolved from initial smart networking cooperation to a comprehensive joint effort in product definition, project development, supply chain, and manufacturing [5][23] - The name "Yijing" was co-created with user input, reflecting a commitment to user-centric design and collaboration [16][19] Group 2: Product Features and Safety - Yijing's first model is set to debut at the Beijing Auto Show in April 2026, with plans for at least one new model to be launched annually thereafter [9][24] - The vehicles will incorporate advanced safety features, including a comprehensive collision avoidance system and a battery safety plan that has undergone over 80 validations [14][23] - Huawei QianKun's intelligent driving system has accumulated 5.811 billion kilometers of driving data, significantly enhancing safety and user experience [7][14] Group 3: Market Positioning and User Needs - The family travel market is highly competitive, with a focus on meeting unmet needs such as enhanced safety, intelligent features, and overall quality [12][24] - Yijing aims to address three key concerns for family users: comprehensive safety, exceptional intelligent experiences, and comfort for all passengers [12][24] - The collaboration emphasizes a systematic approach to vehicle development, integrating various aspects of research, supply chain, and manufacturing to create vehicles that meet family users' core demands [23][24]

Core Viewpoint - The collaboration between Huawei QianKun and Dongfeng has led to the launch of a new electric vehicle brand, "Yijing," aimed at the high-quality family travel market, emphasizing safety, intelligence, and user experience [3][12][28]. Group 1: Brand and Collaboration - The "Yijing" brand was officially launched at the Huawei QianKun Ecological Conference on November 20, marking a significant partnership between Dongfeng, a state-owned automotive enterprise, and Huawei QianKun, a leader in intelligent driving [3][4]. - The collaboration has evolved from initial smart networking projects to a comprehensive partnership covering product definition, project development, supply chain, and manufacturing [6][28]. - The brand name "Yijing" was created through user engagement, reflecting a commitment to co-creation with consumers [20][25]. Group 2: Market Positioning and User Needs - "Yijing" targets the family travel market, which is highly competitive, focusing on unmet needs such as comprehensive safety, advanced intelligent experiences, and care for all family members [15][16][28]. - The brand aims to exceed user expectations by providing a vehicle that prioritizes safety, intelligence, and quality, moving beyond basic transportation needs [12][16]. Group 3: Technological Advancements - The latest version of Huawei QianKun's intelligent driving system has achieved significant milestones, including a cumulative driving distance of 5.811 billion kilometers, equating to 145,000 laps around the Earth [9][18]. - The safety features of the Yijing brand include a comprehensive collision avoidance system capable of addressing various driving conditions and scenarios, enhancing overall vehicle safety [18][28]. Group 4: Development and Design Process - The development teams from Huawei QianKun and Dongfeng have been working closely since June 2024, fostering a collaborative environment to address challenges and enhance product quality [23][24]. - User feedback has been integral to the design process, with multiple surveys conducted to ensure the vehicle's aesthetics meet consumer preferences [24]. Group 5: Industry Context and Future Outlook - The automotive industry is undergoing a transformation where success relies on integrated capabilities across research, organization, supply chain, manufacturing, software, and distribution [27][28]. - The launch of "Yijing" is seen as a timely response to the evolving demands of the automotive market, positioning itself as a leader in the next phase of industry competition [26][28].

三年前，中美在巴厘岛的见面，标志着这两个大国重新开始了有序的交流。从那之后，中美的交流和沟通，按照话题，可以分成三个不同的类 别： 1. 经济交流 而从时间上，因为美国的大选，可以分成拜登政府和特朗普政府。 当我们做完这样的划分之后，我们可以明确观察到一个有趣的现象。在拜登政府时期，战略交流的次数和优先级都高于经济交流，而到目前为 止，特朗普政府和中国的经济交流次数远高于战略交流。 如果说在一年前，拜登政府中最经常和中国洽谈的官员，是布林肯和沙利文；与此同时，耶伦和中国的交流更多像是锦上添花，经常是战略交 流之后耶伦访华。而在今年，我们已经看到了贝森特多次和中国谈判对手交流，而无论是卢比奥还是鲁比奥，都没有太多戏份。 在后面我们会探讨这个区别的可能原因。但在那之前，有一点是没有疑问的，就是在巴厘岛中美协商出的交流方法到今天还在被沿用： 这就是当前，世界上最大的两个国家管理分歧的方法。这也是大家在期待今年11月份会有高层峰会的原因。因为这个方法被证明是有效的，中 美擦枪走火的概率在巴厘岛之后迅速走低，双方开始了新的竞争，虽然激烈，但正如美国战争部部长说的，双方依然尊重彼此的底线问题。某 种意义上来说，拜登政府时 ...