华为在柳州建立基地，很可能会成为柳州汽车产业转型的拐点。柳州是国内著名的汽车城，拥有广西汽车集团、上汽通用 五菱、柳汽等汽车企业。但与众多传统车企一样，向新能源转型的迟缓，在智能座舱、智能网联汽车资源上的缺失，让柳 州在过去一段时间汽车产业竞争力走弱。因此，组建一条新的新能源汽车产业链，成为过去两年间柳州市招商引资的重 点。 不能忽视的是，作为西南工业重镇，柳州正面临着经济增长乏力、债务危机空前的局面，汽车产业未跟上产业转型升级节 奏被认为是原因之一。今年7月，广西已经打响以全区之力化解柳州千亿债务的突围战，成立广西国控资本运营集团，为汽 车等行业打开更通畅和低成本的融资渠道。 林长波表示，目前在地方政府主导下，正在有计划地推进华为、大疆等智能汽车产业链上的头部企业在柳州的投资落地。 根据行业消息，作为柳州销量规模最大的乘用车企业，上汽通用五菱与华为以"HI（Huawei Inside）"模式打造的新车将在 年底推出。 经济观察报记者 刘晓林 "未来几年，包括华为、大疆这类企业，都会在柳州建立智能制造基地，来赋能我们当地企业"。8 月21日，东风柳汽总经理林长波在接受媒体采访时透露，根据上汽通用五菱、东风柳汽 ...

NO.2 BMW X家族"曜夜套装"将于成都车展首发 8月26日，宝马集团宣布，在2025成都车展上，BMW X家族主力成员，包括BMW X1、X3长轴距版、 X5等，将全面引入"曜夜套装"。未来几周内，BMW X1、X3长轴距版搭载的BMW智能个人助理还将接 入DeepSeek功能。预计9月中下旬，BMW X家族"曜夜套装"车型将陆续到店。 点评：宝马集团于成都车展宣布X家族主力车型全面引入"曜夜套装"并接入DeepSeek AI功能，此举凸显 传统豪华品牌加速本土化智能化转型。新配置升级有望提升X1、X3及X5系列产品吸引力，强化品牌在 高端SUV市场的差异化竞争力。智能化功能接入或推动汽车产业链中AI技术应用板块关注度提升，同 时体现外资车企对中国市场数字化需求的积极响应。 每经记者｜董天意 实习生 张艺彤 每经编辑｜裴健如 丨 2025年8月27日 星期三 丨 NO.1 比亚迪泰国工厂首次出口电动车至欧洲 8月25日，比亚迪汽车（泰国）有限公司宣布，其泰国工厂生产的电动车首次出口至欧洲市场，共计超 过900辆，目的地包括英国、德国和比利时。比亚迪泰国工厂于去年7月投产，涵盖冲压、涂装、焊接和 总装全流 ...

Core Insights - China's automotive production and sales exceeded 15 million units in the first half of the year, highlighting the industry's robust development vitality. However, issues such as "involution" competition and exaggerated marketing have emerged, raising the question of how to achieve high-quality development in the automotive sector [1] - The 2025 New Energy Intelligent Vehicle Development Forum was held during the China (Changchun) International Automobile Expo, focusing on key technology breakthroughs, industrial ecosystem construction, and collaborative innovation for the intelligent transformation of the automotive industry [1] Group 1: Technological Development - China's new energy intelligent vehicle industry is in a rapid development phase, leading global automotive transformation. The penetration rate of L2 assisted driving has surpassed 50%, with over 20% for automatic parking technologies, positioning China at the forefront globally [3] - To achieve the goal of accelerating the popularization of assisted driving and commercializing L3 and above autonomous driving by 2030, technological breakthroughs are essential. Current autonomous driving systems are lagging behind expectations, particularly in advancing from L3 to L4 and L5 [5][6] - The development of autonomous driving technology will progress through three stages: rule-driven, data-driven, and cognitive-driven, each with increasing complexity and capability [6] Group 2: Industry Collaboration - The relationship between traditional automotive manufacturers and component suppliers is evolving into a deep binding model, forming strategic alliances to enhance AI competitiveness and support technology companies [15] - Successful examples include Jianghuai Automobile's collaboration with Huawei, which has led to significant sales of their luxury intelligent new energy vehicle [15] - The automotive industry is becoming a "gym" for global automotive technology, with Chinese companies increasingly engaging in reverse technology transfer through joint ventures and investments [17] Group 3: Global Expansion - In the first half of the year, China's new energy vehicle exports reached 1.06 million units, a year-on-year increase of 75.2%, indicating a strong global presence [20] - The current window for intelligent vehicle exports is accompanied by challenges such as cybersecurity and data privacy, which must be addressed to enhance competitiveness [22] - Companies like Lantu are shifting from simple product exports to local operations, integrating service and brand culture into overseas markets [22] Group 4: Localized Development - Valeo emphasizes the importance of comprehensive localization in China, with a significant number of R&D engineers and factories established locally, enhancing development efficiency [24] - The automotive industry's advancement is expected to drive the rapid development of related sectors such as robotics and low-altitude technology, creating a synergistic intelligent industrial chain [24]

Core Insights - NXP Semiconductors has announced its strategic upgrade in China, focusing on "local innovation" and "intelligent technology implementation" in the automotive sector [1][8] - The establishment of the "China Division" signifies a further enhancement of NXP's localization strategy, emphasizing local product definition, design, and manufacturing [2][4] - NXP aims to leverage its global resources to create differentiated advantages in supply chain flexibility, cost competitiveness, and service responsiveness [4] Localization Strategy - NXP has built a comprehensive localized system in China over nearly 40 years, with over 6,000 employees, 14 offices, 6 R&D centers, and a team of more than 1,600 engineers [1] - The China Division's core mission is to respond to market demands through localized solutions and establish a local supply chain network in collaboration with domestic partners [2] Technological Innovations - NXP has introduced various technological solutions to address the unique challenges of the Chinese automotive market, characterized by rapid iteration and cost sensitivity [4] - Key products include the S32R47 radar processor for L4 autonomous driving, Ranger 5 UWB for multiple applications, and the eIQ toolkit for AI model optimization [4][5] Ecosystem Collaboration - NXP has announced partnerships with several Chinese automakers, including Geely, Leap Motor, and Great Wall Motors, to co-develop intelligent automotive solutions [5][7] - The collaboration with Leap Motor involves the integration of NXP's S32K388 chip into their new central electronic architecture, supporting the development of software-defined vehicles [5][7] Future Outlook - NXP aims to transform "Chinese wisdom" into global automotive innovation through strategic integration, continuous technology iteration, and deep partnerships with local automakers [7][8] - The company's dual strategy of "technology + ecosystem" positions it as a core chip partner in China's automotive industry, driving new momentum for global automotive electronics development [8]

Group 1 - Nissan plans to cut approximately 20,000 jobs globally between fiscal years 2024 and 2027, representing 15% of its total workforce, affecting various roles including production, sales, and R&D [2] - The company has initiated voluntary departure programs in markets like the U.S. and is assessing the feasibility of expanding these programs to other regions, with no clear decision on job cuts in China yet [2] - In the electric vehicle sector, despite a strong order for the N7 model, overall sales of new energy vehicles accounted for less than 5% in April, indicating potential disconnects between market acceptance and promotional efforts [2] Group 2 - The Nissan Sylphy series saw a 12% year-on-year decline in sales in April, prompting the company to introduce a "one price for fuel and electricity" policy to alleviate consumer price concerns [3] - Nissan is collaborating with Huawei to promote the intelligent transformation of fuel vehicles, indicating a strategic shift to adapt to market changes and consumer demands [3] - The company is addressing after-sales service issues, including battery range discrepancies reported on consumer platforms, by emphasizing compliance with testing standards and expanding its retail network [3]