（文/观察者网 张家栋 编辑/高莘） 12月8日，激光雷达厂商速腾聚创（RoboSense）表示，公司获得了一汽丰田一款知名畅销车型的前装量 产新定点，五年累计订单规模接近100万台；同时公司还披露11月激光雷达交付量创纪录，单月交付量 超15万台。 速腾聚创 东风日产N6 东风日产官网 除了刚刚大规模与速腾聚创合作的丰田外，以本月初正式上市的东风日产最新推出的N6为例——这款 基于东风日产"天演架构"的插混中高级轿车，既标注了面向中国用户的产品定位（如"大电池、超舒 适"），也在车机与座舱体验上强调本地化：搭载了本土化自研的NISSAN OS与云座舱生态，并在营销 与渠道上实行"订车－交车－服务"分离的本土化渠道策略。 与此同时，日系车企也不再仅仅把中国看成制造基地，而是在软件、云服务、自动驾驶算法等层面与本 地科技公司建立更深度的合作关系。 例如，丰田、本田等车企开始与本土自动驾驶软硬件公司和激光雷达厂商建立多层次合作；甚至出现日 本厂商采纳中国供应商量产级传感器。 广州车展丰田展台 观察者网 在今年11月召开的广州车展上，丰田与日产同时在展台上高调宣布了与华为的合作，并将"鸿蒙座舱"作 为关键词放在了宣 ...

Core Viewpoint - Southeast Asia is experiencing a significant shift towards electric motorcycles due to severe traffic congestion and environmental concerns, presenting a lucrative opportunity for Chinese electric motorcycle manufacturers to expand their market presence [1][8]. Group 1: Market Dynamics in Thailand - Thailand faces major urban issues such as traffic congestion and parking difficulties, making electric motorcycles a practical and cost-effective transportation option for residents [3]. - The Thai government is actively promoting electric transportation, aiming for 30% of vehicle production to be zero-emission by 2030, supported by incentives like purchase subsidies and tax credits [8]. - Chinese electric motorcycle brands are increasingly popular among Thai consumers, with over 10 brands entering the market, achieving a market share exceeding 10% [9][8]. Group 2: Product Innovation and Localization - Chinese electric motorcycle companies are developing models tailored to local conditions, such as enhanced climbing performance for hilly terrains and improved durability for rainy seasons [6]. - Yadea's new factory in Thailand aims to produce 600,000 electric vehicles over the next three years, enhancing local service capabilities and reducing costs [6]. - The focus on product innovation includes features like GPS tracking and smartphone integration to meet consumer demands for safety and convenience [14]. Group 3: Market Opportunities in Vietnam - Vietnam has over 77 million motorcycles, predominantly fuel-powered, but new regulations banning fuel motorcycles in urban areas create opportunities for electric models [10][11]. - The introduction of policies encouraging electric vehicle use has led to a significant increase in customer traffic and sales in electric motorcycle stores [11]. - Chinese electric motorcycle brands have captured approximately 28% of the Vietnamese market, with sales nearly doubling year-on-year, reaching about 209,000 units in the first half of 2025 [14].