设计 | 甄 尤 美 撰文 | 杜 咏 芳 编辑 | 黄 大 路 如果要给2025年的中国汽车产业找一个关键词，你脱口而出的关键词会是什么？ 过去的这一年，一方面国家反内卷有了一定起色，一方面企业又在转型阵痛里磕磕绊绊。存量市场里拼杀血腥气没有一丝一毫的减少，出海寻找 出来面临全球格局变数，焦虑感是行业通病。 面对焦虑，轩辕矩阵CEO贾可说："出发了，就不必再焦虑"（ 贾可2026元旦献词 | 出发了，就不必再焦虑 ）。细读国内各大车企掌舵人2026新年 献词，倾听他们的回顾与展望，我们体会到了反焦虑的一种力量顽强浮现出来——那便是"进"。 不是那种顺风顺水的"进"，而是不服输、不躺平，咬着牙在泥泞里硬蹚出来的"进"。 新年伊始，《汽车商业评论》打捞中国汽车产业2026年新年献词，看2025年，中国汽车究竟"进"在何处？我们又将如何走向未来？ 共探新营销，共创新可能 2025年，"进"在何处？ 2025年，"进"在不再只看销量数字，而是看"含金量"。 北汽集团宣布自主品牌销量6年之后重回百万辆。他们强调这是一个"里程碑式的新'百万'"，其背后，是新能源占比的显著提升，是乘商协同发 力。 长安汽车则告诉大家，它 ...

Core Viewpoint - The Chinese automotive industry is facing significant challenges, including increased orders for parts but shrinking profits, leading to a pressing need for a new collaborative model to enhance supply chain operations and create value [4][5]. Group 1: Event Overview - The World New Auto Technology Collaboration Ecosystem Summit (WNAT-CES 2025) will be held in Suzhou on December 5-6, 2025, serving as a major platform for communication within the Chinese automotive industry [6]. - The event will include two main industry forums, eight specialized sub-forums, a new automotive technology exhibition, a main zero communication night, and the 10th Lingxuan Award ceremony [6][7]. Group 2: Participant Engagement - The summit will feature 30 confirmed attendees from major automotive manufacturers, including procurement and R&D leaders, ensuring comprehensive representation across various market segments [10][29]. - The participants include key figures from both domestic and international automotive companies, facilitating collaboration and knowledge sharing [30]. Group 3: Strategic Importance - The gathering of high-level executives from R&D and supply chain sectors is crucial for addressing common challenges in the automotive industry, particularly during the transition to electrification and intelligent technologies [32][34]. - The event aims to foster a collaborative environment where traditional and new automotive players can share resources and strategies, enhancing the resilience of the supply chain and promoting innovation [34].

Core Insights - The strategic partnership between Shenzhen HANGSEN Electronics Co., Ltd. and Autoliv marks a significant step in the automotive electronics safety sector, aiming to address industry challenges and explore high-quality global expansion [2][3] Group 1: Partnership Details - The joint venture is set to be established in Q1 2026, with its headquarters and production base located in the Yangtze River Delta region, aligning with both companies' existing operations [3] - The new company will focus on key automotive electronic safety products such as hands-off detection systems, pre-tensioner controllers, and electronic applications for seatbelt systems [3][6] - This collaboration is seen as a crucial step in HANGSEN's globalization strategy, enhancing Autoliv's ability to provide advanced safety solutions globally [3][6] Group 2: Strategic Value - The partnership aims to create a bridge between Autoliv's global market resources and HANGSEN's deep supply chain presence in China, enhancing responsiveness and integration of advanced technologies [4][5] - The collaboration is expected to foster a dual cultural integration, combining cross-border talent with local expertise, which is essential for long-term success [5] - The joint venture will leverage HANGSEN's established electronic R&D capabilities while allowing Autoliv to access the Chinese market, creating a win-win scenario [5] Group 3: Industry Impact - The establishment of the joint venture is positioned as a forward-looking move to reshape the automotive industry ecosystem, focusing on digitalization and modernization [6] - The companies aim to break the cycle of unhealthy competition in China's automotive market, promoting a sustainable model that benefits all stakeholders [6] - Innovations such as integrated cockpit technologies are already in development, showcasing the potential for advanced product offerings that enhance customer value [6]

Core Points - The municipal government emphasizes the importance of creating a market-oriented, law-based, and international first-class business environment to support private enterprises [1] - The government is committed to providing thorough and considerate service to enterprises, ensuring their growth and development [5] Group 1: Government Initiatives - The "Five Helps" initiative aims to support private enterprises by addressing their needs and challenges [1] - The government plans to deepen cooperation with enterprises in areas such as talent cultivation and industry ecosystem development [5] Group 2: Company Engagement - The mayor visited local companies, including Guizhou Jujin Automotive Parts Co., to understand their production and operational conditions [3] - Companies are encouraged to increase orders and expand markets to contribute to local employment and high-quality development [3] Group 3: Industry Development - The government aims to optimize the industrial layout and seize policy opportunities to enhance the automotive industry in Guiyang [5] - There is a focus on safety and environmental responsibility, ensuring that companies adhere to regulations [5]

Core Viewpoint - The China Automotive Industry Association has released the "Supplier Payment Norms Initiative for Complete Vehicle Enterprises," which aims to standardize key aspects of procurement contracts between automakers and suppliers, including order confirmation, delivery and acceptance, payment and settlement, and contract duration [1] Group 1: Initiative Details - The initiative specifies requirements for goods delivery acceptance, account period commencement, reconciliation and settlement, and payment, such as a maximum goods acceptance time of three working days and a minimum contract validity of one year [1] - The initiative is expected to significantly promote the standardized development of the automotive industry [1] Group 2: Company Responses - SAIC Group announced it will unify supplier payment terms to within 60 days by June 2025 and will not use commercial acceptance bills to avoid increasing suppliers' financial pressure [3] - BYD Auto expressed its commitment to the initiative and aims to foster a collaborative ecosystem for high-quality development in the Chinese automotive industry through technological innovation and management optimization [5] - GAC Group has consistently adhered to a payment principle of not exceeding 60 days for suppliers since its establishment in 1997, emphasizing integrity and collaboration within the industry [7] - Changan Automobile has implemented a payment scheme that ensures a 60-day payment commitment and is exploring efficient payment processes for suppliers [10] - Dongfeng Motor pledged to implement the initiative's requirements to protect supplier rights and enhance supply chain resilience [12] - Xiaomi Auto fully supports the initiative and commits to maintaining a payment period of within 60 days while focusing on key procurement aspects [14] - Li Auto will continue to uphold its 60-day payment commitment and ensure timely acceptance and reconciliation of goods [16] - NIO aims to establish long-term, mutually beneficial relationships with partners while adhering to the supplier payment norms [17] - Seres Group calls for self-discipline among enterprises to promote high-quality industry development and enhance competitiveness [18] - Beijing Automotive Group is optimizing its payment mechanisms and opposing unreasonable payment practices to safeguard supplier rights [20]

Group 1 - Haier Group's Cartech Holding Company has successfully completed the strategic acquisition of a 43.0% stake in Autohome from Ping An's Yun Chen Capital for approximately $1.8 billion, making it the controlling shareholder of Autohome [1] - Ping An will retain a 5.1% stake in Autohome through Yun Chen Capital and maintain a board seat, continuing as a major shareholder [1] - The acquisition marks a significant milestone in Haier's automotive ecosystem strategy, aiming to enhance user experience across various stages of car ownership through a seamless integration of content, transactions, and services [1] Group 2 - Autohome plans to accelerate the development of an efficient online and offline retail model, leveraging satellite stores and integrating advanced technologies like VR and AI to create a one-stop O2O automotive ecosystem [2] - The collaboration will explore AI applications in content generation, intelligent customer service, and scenario-based services, enhancing the smart connectivity between home and vehicles [2] - Autohome will integrate deeply with Haier's open ecosystem and management model to boost organizational collaboration, user operations, and industry chain integration, aiming for sustainable development and capability enhancement [2] Group 3 - Haier's board member and Autohome's CEO emphasized the importance of user-centric innovation and the addition of Autohome as a key component in building a comprehensive automotive ecosystem [3] - The partnership aims to maximize the professional advantages of both companies to serve millions of car owners and contribute to the innovation and high-quality development of China's automotive industry [3] - The transaction has received all necessary approvals and has met all preconditions for completion [3]

Core Viewpoint - The recent collision test involving Li Auto's i8 and a Dongfeng Liuzhou truck has sparked significant public concern, leading to a joint statement from Li Auto, China Automotive Research Institute (CARI), and Dongfeng Liuzhou, emphasizing the importance of ethical competition and focusing on core technological innovation [5][8]. Group 1: Joint Statement and Apologies - Li Auto, CARI, and Dongfeng Liuzhou have issued a joint statement addressing the incident, clarifying that the test aimed to validate the passive safety performance of the Li i8 and was not intended to evaluate the safety or quality of other brands [5][6]. - Li Auto expressed sincere apologies for the unintended negative impact on Dongfeng Liuzhou's brand image due to the test's publicity, acknowledging the potential for public misunderstanding [5][6]. - CARI admitted to failing to clearly communicate the purpose of the test and the use of the Dongfeng Liuzhou truck as a "mobile barrier," which led to public misconceptions [6]. Group 2: Industry Response and Future Actions - Dongfeng Liuzhou reaffirmed its commitment to ethical competition and high-quality standards, emphasizing its dedication to innovation and customer value [6][7]. - The three parties collectively called for the automotive industry to adhere to ethical principles in product development, testing, and marketing, discouraging any form of unfair competition [8]. - They advocated for a focus on enhancing vehicle safety, core technological innovation, and improving user experience to elevate the overall image and competitiveness of the Chinese automotive industry [8].

Core Viewpoint - The joint statement by Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor emphasizes the importance of self-discipline and ethical competition in the automotive industry, urging all parties to focus on safety, technological innovation, and integrity to enhance the overall image and competitiveness of the Chinese automotive sector [1][9][10] Group 1: Joint Initiative - The three parties call for strict self-discipline in product development, testing, and promotion, adhering to principles of honesty and business ethics, and eliminating any form of unfair competition such as disparaging comparisons [1][9] - They advocate for a focus on core technological innovation and the essence of products, urging the industry to concentrate resources on improving vehicle safety, technological breakthroughs, and optimizing user experiences [1][9][10] Group 2: Apologies and Accountability - Li Auto acknowledges the unintended negative publicity surrounding Dongfeng Liuzhou Motor due to the testing process and expresses sincere apologies for any damage to the brand's image [4] - China Automotive Research admits to failing to clearly communicate the purpose of the test and the nature of the vehicles involved, leading to public misunderstandings, and commits to improving its testing management mechanisms [6] Group 3: Commitment to Quality and Integrity - Dongfeng Liuzhou Motor emphasizes its commitment to high quality and reliable products, focusing on continuous innovation and providing better transportation solutions [7][8] - The company asserts its dedication to resisting unfair competition and adhering to legal and compliant business practices, contributing to the transition of China from a major automotive country to a strong automotive nation [8]

Core Viewpoint - The recent collision test involving the Li Auto i8 and a third-party vehicle (Dongfeng Liuzhou Automobile) has sparked widespread public concern and discussions regarding the transparency of automotive product testing information, standard execution, and brand image protection [1][3]. Group 1: Joint Statement and Clarifications - On August 6, China Automotive Research (China Automotive Research Co., Ltd.) released a joint statement to clarify facts and eliminate misunderstandings regarding the Li Auto i8 collision test incident, involving Li Auto, China Automotive Research, and Dongfeng Liuzhou Automobile [3]. - The three parties expressed their commitment to building a safe, technological, and integrity-based automotive industry ecosystem to promote high-quality and sustainable development in China's automotive industry [3]. Group 2: Li Auto's Position - Li Auto stated that the purpose of the test was to verify and enhance the passive safety performance of the Li Auto i8, and it was not intended to target the safety and quality performance of any other brand vehicles [6]. - Li Auto acknowledged the unintended negative impact on Dongfeng Liuzhou's brand image due to the incident and expressed sincere apologies for any misunderstandings caused to the public and customers [6]. Group 3: China Automotive Research's Role - China Automotive Research admitted that it failed to clearly communicate to the public that the Dongfeng Liuzhou vehicle was used as a "mobile barrier" for specific standard requirements, and the test did not evaluate its product safety and quality performance [6]. - The organization committed to improving its testing management mechanisms and maintaining scientific, objective, and neutral principles to uphold industry credibility [6]. Group 4: Dongfeng Liuzhou's Commitment - Dongfeng Liuzhou emphasized its commitment to high quality and reliability, focusing on continuous innovation and strengthening core technologies to create value for customers [7]. - The company pledged to resist unfair competition and adhere to legal and compliant business practices, contributing to China's transition from a major automotive nation to a strong automotive nation [8]. Group 5: Industry Call to Action - The three parties jointly called for strict self-discipline within the automotive industry, urging adherence to integrity principles and commercial ethics in product development, testing, and promotion [9]. - They emphasized the importance of focusing resources on enhancing vehicle safety performance, core technology innovation, and optimizing user experiences to elevate the overall image and competitiveness of the Chinese automotive industry [9].

Core Viewpoint - The joint statement from Li Auto, China Automotive Research, and Dongfeng Liuzhou Motor emphasizes the need for self-discipline and integrity within the automotive industry, advocating for a focus on safety, technological innovation, and ethical competition [1][9][10]. Group 1: Industry Self-Regulation - The automotive industry is called to adhere strictly to self-regulation, ensuring honesty in product development, testing, and marketing, while avoiding any form of unfair competition such as disparaging comparisons [1][9]. - Testing and certification agencies are urged to maintain professional standards, ensuring that testing processes are scientific, rigorous, and that information released is accurate and complete [1][9]. Group 2: Focus on Innovation and Quality - The statement encourages the industry to concentrate resources on enhancing vehicle safety performance, achieving breakthroughs in core technologies, and optimizing user experiences [1][9]. - Companies are reminded to uphold high-quality standards and to contribute to the overall image and competitiveness of the Chinese automotive industry [1][9][10]. Group 3: Commitment to Ethical Practices - Li Auto expressed sincere apologies for any misunderstandings caused by the collision test, clarifying that there was no intention to question the quality or safety of Dongfeng Liuzhou Motor's products [4][5]. - China Automotive Research acknowledged its failure to communicate clearly regarding the use of a second-hand vehicle in the test, which led to public misunderstandings, and committed to improving its testing management mechanisms [6].