9月21日，莲花跑车以"注定热血"为主题，发布了新款EMEYA与ELETRE。两款车型起售价分别为53.8 万元和55.8万元，较早期版本价格有所下探，但配置却更为聚焦于"驾控本质"。 面对"电动化难以支撑高价"的行业质疑，冯擎峰并不回避。他以莲花自身为例："我们从100多万元调整 到80多万元、90多万元，就是在尝试平衡。"他认为，蔚来等品牌调整价格体系也是类似逻辑。"电动、 豪华、高价三者之间需要找到平衡点，关键在于产品能否提供超越价格的价值感知。" 然而，当前超豪华电动车市场整体承压，尤其是在中国市场。冯擎峰坦言，今年莲花实现盈亏平衡"确 实有难度"，但他强调，一旦年销量达到3万台，即可实现盈亏平衡。为实现这一目标，莲花将在2026– 2027年推出一款D级SUV，并持续深耕跑车市场。同时，明年莲花汽车将会推出插混车型。 当市场竞争日益激烈，新产品研发周期也越发压缩。当被问及为何莲花开发一款车需4–5年，而部分车 企可压缩至2年甚至18个月时，冯擎峰态度坚决："我们永远不会把市场当实验场。"他表示，莲花坚持 完成所有必要测试才投放产品，即便这意味着更长的开发周期。 同时，他呼吁中国加强"过程认证"或"承 ...

9月21日，莲花跑车以"注定热血"为主题，发布了新款EMEYA与ELETRE。两款车型起售价分别为53.8 万元和55.8万元，较早期版本价格有所下探，但配置却更为聚焦于"驾控本质"。 在莲花集团CEO冯擎峰看来，莲花的竞争力始终源于操控。"我们永远要做到最好，而不是平庸。"他直 言，尽管保时捷是值得尊敬的对手，但莲花的差异化优势在于"底盘智能化"。这种智能化并非仅指车机 交互，而是通过算法实现底盘动态的精准控制，从而"让舒适性和操控性能达到完美统一"。 日前，莲花跑车与吉利、千里科技（601777）共同成立了"千里智驾"。冯擎峰表示，对整个大吉利体系 来说，智驾资源会统一到千里智驾平台，但对莲花跑车而言，我们对智驾有自己的理解，更聚焦"性能 与操控"，所以会继续沿用莲花跑车自主的智驾解决方案。 这一理念体现在新款车型的配置升级上：主动稳定杆、后轮转向、碳陶制动等高性能部件被下放至更多 版本。冯擎峰解释，这些配置并非简单堆砌，而是通过智能底盘域控系统实现协同，"让车辆该硬时 硬，该软时软"。 面对"电动化难以支撑高价"的行业质疑，冯擎峰并不回避。他以莲花自身为例："我们从100多万元调整 到80多万元、90多 ...

Investment Rating - The industry investment rating is "Overweight" indicating that the industry is expected to outperform the overall market performance [27]. Core Insights - The auto show highlighted significant changes in the electric vehicle (EV) industry, showcasing the competitive strength of China's supply chain and the potential for joint ventures to rebound in the EV market [2][4]. - The focus in intelligent driving technology is shifting from battery systems to intelligent chassis, with many manufacturers showcasing advanced chassis solutions [6][7]. - Key players like XPeng, Leap Motor, and Great Wall Motors are demonstrating strong performance across various price segments, indicating a competitive landscape in the EV market [5][16]. Summary by Sections 1. Auto Show Observations - The auto show revealed advancements in technology and intelligence, with Chinese supply chain companies gaining international recognition [3]. - Joint venture brands are integrating more local elements, enhancing their competitiveness in the EV sector [4]. 2. Intelligent Driving Trends - The emphasis on intelligent chassis technology is becoming more pronounced, with many manufacturers presenting innovative solutions [6][7]. - Air suspension systems are increasingly becoming standard in high-end SUVs, reflecting a trend towards enhanced comfort and luxury [7]. 3. Key Company Performances - XPeng showcased its Iron Robot, which has significantly improved in human-machine interaction capabilities, and reported a threefold increase in overseas deliveries [11][12]. - Leap Motor launched the B01 model, targeting the under 150,000 yuan market, with strong potential due to its competitive pricing and features [13][14]. - Great Wall Motors is recovering its market competitiveness through new model launches and is expected to benefit from the application of intelligent driving technologies [16]. 4. Investment Recommendations - The report recommends focusing on domestic leading manufacturers like BYD and XPeng, as well as component suppliers with strong growth potential [2][9]. - Companies like Baolong Technology are highlighted for their expected performance turnaround and significant market opportunities in the air suspension sector [9].