主持人： 中国能源汽车传播集团董事、副总编辑兼中国汽车报社总编辑·桂俊松 对话嘉宾： 中国汽车动力电池产业创新联盟理事长、中国汽车芯片产业创新 战略联盟联席理事长、德载厚资本董事长·董 扬 航盛集团董事长兼总裁·杨 洪 （排名不分先后） 近日，在第二十届中国经济论坛平行论坛—— "展望'十五五' 巩固车优势"现场，一场聚焦汽车产业未来发展的圆桌讨论引发广泛关注。在中国能源汽 车传播集团董事、副总编辑兼中国汽车报社总编辑桂俊松主持下，行业大咖、政府代表等展开深度对话，从"十四五"的辉煌成就到"十五五"的发展蓝图，从 产业优势到集群布局，嘉宾们畅所欲言，为中国汽车产业的未来发展建言献策。 走过"十四五" 中国汽车取得自信 桂俊松："十四五"这5年对于中国汽车来说是非同寻常的5年。中汽协许海东称它是"爆发性发展"的5年，刚才赵福全院长在演讲中称这5年是中国汽 车"历史巨变的拐点"。在中国汽车迎来巨变、质变的这一关键时期，中国汽车产业取得了诸多成就和优势。那么请问，您认为这其中最突出的成就或优势是 广州市南沙区人大常委会副主任·冷瑞华 广汽集团平台技术院智能驾驶专业总师·朱 冰 什么？ 董扬："十四五"最核心的成就在 ...

"十五五"中国汽车迎关键窗口期 ——记第二十届中国经济论坛平行论坛 南国风光别有天，冬来依旧绿无边。承前启后开新局，继往开来谱华章。 在全党全国上下学习宣传贯彻党的二十届四中全会精神之际，11月18日，由中国汽车报社主办的第二十届中国经济论坛平行论坛——"展望'十五五' 巩 固车优势"（以下简称"平行论坛"）在广东省广州市南沙经济技术开发区举行。来自国家有关部委负责人，地方政府主管部门代表，行业团体及整车、供应 链相关企业负责人，专家学者汇聚一堂，回顾与总结"十四五"中国汽车产业跃迁发展取得的丰硕成果，纵论与展望"十五五"时期中国汽车产业如何巩固、强 化"车优势"，为推进中国式现代化建设贡献高质量"车动能"。 "十五五"关键窗口期 把握"新汽车"机遇 党的二十届四中全会审议通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》明确提出，推动高质量发展取得显著成效、科技自 立自强水平大幅提高、统筹发展与安全等目标。作为国民经济重要支柱，中国汽车产业是助力实现"十五五"时期经济社会发展目标的关键。 平行论坛现场，中国能源汽车传播集团党委书记、董事长、总编辑兼中国汽车报社社长、中国能源报总编辑谢戎彬在致 ...

十月的山城重庆，空气中不仅弥漫着火锅的热烈，更涌动着一股汽车产业创新的澎湃浪潮。10月22-24日，第三十二届中国汽车工程学会年会暨 展览会在重庆·科学会堂隆重举行。本届展会以空前的规模与更强的学术引领性，汇聚了全球汽车行业的智慧与目光。 在年会系列活动中，首次以独立品牌亮相的"汽车创新技术展（AITX）"无疑是一大亮点，而同期举行的"工业1小时"创新发布系列活动，为企业提供了 成果展示的舞台，也为产业交流提供了重要的平台。楚航科技、中汽创智、合肥一通等企业现场全球首发最新技术与产品，更让大会在论坛之外，掀起一个 又一个高潮。 本届展会全新打造的AITX独立展区，面积达2.5万平方米，汇聚了超过200家产业链头部企业，从东风、长安、比亚迪、吉利、赛力斯、小米、长城、 广汽等整车巨头，到宁德时代、博世、麦格纳、AMD、地平线等覆盖核心零部件、智能网联、新能源与测试检测领域的关键力量，已然构建了一个完整的 产业生态微缩图景。然而，静态的展示之外，行业更渴望听见技术破晓的声音。 "工业一小时"创新发布系列活动应运而生。在高度浓缩的一小时里，多家领军企业轮番登场，进行全球首发、战略签约或深度技术解读。楚航科技 以"全 ...

Core Insights - The 2025 "Geely Cup" China University Formula Car Competition successfully concluded in Zhengzhou, showcasing the talents of university students and invigorating the local automotive industry [1][8] - Jilin University won the competition for the sixth consecutive time with a total score of 927.61 points, while Guilin University of Aerospace Industry and Xiamen University of Technology secured the second and third places respectively [1][5] Group 1: Event Overview - The competition took place from October 8 to 12, featuring dynamic events such as straight-line acceleration, figure-eight maneuvering, high-speed obstacle avoidance, endurance testing, and efficiency testing [3][5] - A total of 70 teams registered for the event, with 59 teams participating, including 5 international teams, marking the highest number of overseas teams in the history of the competition [5] Group 2: Educational and Developmental Aspects - Participants not only competed in dynamic events but also engaged in static events including design defense, cost defense, and business reports, with overall rankings determined by total scores [7] - Since its inception in 2010, the competition has evolved to include three events: the China University Formula Car Competition, the China University Electric Formula Car Competition, and the China University Driverless Formula Car Competition, resulting in over 2,000 independently manufactured cars and thousands of technical papers written by students [7]

Group 1 - The core viewpoint is that China has become a significant source of innovation in the automotive industry, as stated by BMW Group Chairman Zipse during the 2025 Munich Auto Show [1] - BMW Group will continue to strengthen cooperation with Chinese partners, focusing on the future development in electrification and intelligence [1]

Core Viewpoint - China has become a significant source of innovation for the automotive industry, and BMW is committed to deepening cooperation with Chinese partners in electrification and intelligence [1][4]. Group 1: Electric Vehicle Development - BMW's new generation electric vehicle, the iX3, was globally launched at the Munich Auto Show and will have a long-wheelbase version released in China in 2026, with a range exceeding 900 kilometers and ultra-fast charging capabilities [1][4]. - The iX3 is described as the most "localized" BMW to date, reflecting the company's long-term commitment to the Chinese market [1][4]. - BMW's electric vehicle deliveries reached 318,900 units in the first half of the year, marking an 18.5% year-on-year increase, with China playing a crucial role in this growth [4]. Group 2: Strategic Partnerships - BMW collaborates with Chinese suppliers like CATL and EVE Energy, emphasizing a highly specialized and growth-oriented partnership that supports its electrification transformation [1][4]. - In the realm of smart technology, BMW is working with Chinese tech companies such as Alibaba and Huawei to advance digital interaction and navigation assistance features [3][4]. Group 3: Global Strategy and Market Position - China is viewed as a critical strategic market for BMW, with the company having made significant investments in its operations there, totaling approximately 116 billion RMB since 2010 [4]. - BMW has established four major R&D innovation centers and three software companies in China, employing over 3,000 R&D personnel, making it the largest R&D team outside Germany [4]. - The company maintains a balanced global presence but recognizes China's unique importance, as evidenced by multiple visits by the chairman in a single year [3][4]. Group 4: Future Outlook - BMW aims to continue deepening its engagement in the Chinese market, focusing on technological innovation and green transformation, while developing products that meet local demands [6]. - The company advocates for free trade and fair cooperation, opposing high tariffs on electric vehicles exported from China to Europe, emphasizing the importance of global collaboration for future success [6].

齐普策说，他今年已三次访华，参加中国发展高层论坛、上海国际车展等。他将于下个月第四次来 华。"中国是我今年访问次数最多的国家，这足以说明它在宝马全球战略中的重要地位。" 齐普策指出，作为全球最大单一市场，中国市场上竞争激烈，但这不会削弱中德合作，反而会进一 步激发双方合作动力。"只有通过合作，才能在气候变化应对、产业发展等方面取得更大成就。中国汽 车产业的成长为中德携手提供了更多机遇。德国与中国企业在产业链上高度互补，合作潜力巨大。" 德国宝马集团董事长齐普策在2025年德国慕尼黑车展期间接受新华社记者专访时表示，中国已成为 推动汽车产业创新的重要策源地。这家跨国企业将继续坚定推进对华合作，携手中国伙伴在电动化与智 能化领域开拓未来。 本届慕尼黑车展于9日至14日举行。车展前夕，宝马"新世代"电动车型iX3迎来全球首发，并将于 2026年在中国推出长轴距版。齐普策称，这是迄今"中国化"程度最高的宝马车型，"它不仅回应了中国 消费者的需求，也释放出宝马长期深耕中国市场的坚定信号"。 "'新世代'车型没有中国供应商的支持是无法完成的。"齐普策说，中国的供应链体系、工程能力和 数字化进程，为宝马全球研发和制造注入了 ...

Core Viewpoint - The Chinese automotive industry is facing challenges due to chaotic "price wars," which are detrimental to both companies and consumers, leading to a call for fair competition and industry health [1][2][3]. Industry Performance - In the first four months of this year, China's automotive production and sales reached 10.175 million and 10.06 million units, respectively, marking a year-on-year increase of 12.9% and 10.8% [2]. - Despite the increase in production and sales, the automotive industry's revenue was 32.552 billion yuan, up 7% year-on-year, while costs rose to 28.636 billion yuan, up 8%, resulting in a profit of 1.326 billion yuan, a decline of 5.1% [2]. Impact of Price Wars - The "price wars" are identified as a significant factor in the declining profitability of the automotive industry, with profit margins dropping to 4.1% [2]. - The chaotic competition is squeezing profit margins, affecting normal operations, and threatening supply chain security, which could lead to a vicious cycle in the industry [2][3]. Supply Chain and Dealer Pressure - Both automotive supply chain companies and dealers are under pressure from the "price wars," leading to reduced quality and service levels [3]. - The focus on short-term profits due to "involution" is hindering long-term innovation and R&D investments [3]. Market Dynamics - The automotive market is entering a phase of stock competition, with a projected sales volume of approximately 31.436 million units in 2024, a growth of only 4.5% [4]. - The market concentration in China is relatively low compared to developed countries, with the top three companies holding about 36.2% of the market share [4]. Innovation Challenges - Insufficient innovation is leading to increased homogenization in competition, with weaker companies lacking the resources for R&D [5][6]. - The pressure from price wars is reducing the willingness of leading companies to invest in innovation, further impacting the industry's overall innovation drive [6]. Regulatory and Industry Response - The China Automotive Industry Association (CAAM) has proposed four initiatives to promote fair competition and curb "price wars," including compliance with legal regulations and avoiding predatory pricing [7]. - The Ministry of Industry and Information Technology plans to enhance regulatory efforts to address "involution" in the automotive sector and ensure consumer protection [7][8].

Core Viewpoint - In 2024, China's automotive industry continues to lead globally with production and sales exceeding 31 million units, while facing challenges such as intensified price wars and homogenized competition [1] Group 1: Industry Performance - In 2024, the automotive industry achieved a profit of 462.3 billion yuan, a year-on-year decline of 8%, with over 200 new models involved in price cuts averaging 9.2% per vehicle [1] - The profit margin for the automotive industry stands at 4.3%, significantly lower than the 6% profit margin of downstream industrial enterprises [6] Group 2: Policy and Market Dynamics - A series of policies, including trade-in programs and tax exemptions for new energy vehicles, have stimulated domestic automotive consumption, with the industry expected to benefit from a favorable policy environment [3] - Experts anticipate further policy measures aimed at guiding high-quality development in the automotive sector, with a focus on promoting digital and green automotive products [3] Group 3: Industry Consensus on Competition - The automotive industry is experiencing severe profit margin compression due to ongoing price wars, leading to recommendations for government intervention to optimize subsidy policies and adjust credit policies [7] - There is a growing consensus within the industry to address "involution" through legal and regulatory frameworks, including stricter enforcement of anti-monopoly laws and enhancing market supervision [7] Group 4: Global Expansion and Quality Focus - The focus of the automotive industry is shifting from merely increasing speed to emphasizing quality, with 2025 identified as a critical year for achieving high-quality development [9] - Local governments are actively promoting automotive exports, with initiatives to support leading enterprises in expanding their international market presence [9][10]