该行认为，零跑汽车在D19上延续了高性价比策略，且优先考虑其电池容量而非油耗。全系车型采用宁 德时代(03750)电池单元、双高通8797芯片及VLA智能驾驶模型，与近期的政策导向及消费者需求相 符。 此外，即将实施的2026年法规要求插电式混合动力汽车(PHEV)符合更严格的发动机标准，包括使用更 高质量的电池。据该行计算，油耗需降低约4.1%。该行预计，监管机构对发动机质量提升的重视将增 强犹豫购车者的信心，同时续航里程更长的 PHEV 有望表现更佳，因其既能最大限度降低油耗，又能 保持足够的纯电续航里程，缓解里程焦虑。 智通财经APP获悉，中信里昂发布研报称，零跑汽车(09863)推出首款旗舰款全尺寸混合动力SUV D19， 定价具竞争力，瞄准25万至30万元人民币的高端SUV市场，并预计将于2026年上半年上市。暂维持零跑 汽车目标价80港元及"跑赢大市"投资评级。 ...

都知道现在车圈是新能源的天下，所以平时看到纯电车的电池容量越来越大，全固态电池要量产的消息频繁出现，大家也见怪不怪了。 不过，最近老狐发现，一直被认为是"过渡方案"的增程车，竟然也开始在电池方面疯狂"内卷"了。 不少增程车开始狂卷大电池，动辄 300-400km 的纯电续航，甚至都能和一些入门级纯电车型打PK，大有一种要在新能源时代抢"C位"的感觉。 从最初被视为过渡技术的边缘地位，到如今逐渐走向市场主流，增程车开始聚焦大电池，到底是不是一件好事呢？而这背后又隐藏着怎样的行业秘密呢？ 今天，老狐就和大家聊一聊增程车搞电池容量"竞赛"背后的那些事。 01 今非昔比的行业地位 虽然在汽车行业的发展史上，增程车基本没有进入过"主场"，但我们必须得承认，现在人家的地位还是不容小觑的。 据乘联分会数据，2024 年，增程式车型累计销量 116.7 万辆，同比增长 78.7%。今年上半年，增程式车型累计销量 53.8 万辆，同比增长 16.5%。 去年年底也有不少媒体对增程车的未来发展做过预测，有媒体直言，增程车扩容趋势确定，技术迭代（更高纯电续航、超快充、低温性能改善）和成本优 势将使得增程车中长期有数倍扩容空间。 并 ...

Core Insights - The issue of "range anxiety" among electric vehicle (EV) owners has become a topic of discussion during holidays, with reports of long queues at charging stations [1][2] - On October 1, the charging volume for EVs on highways increased by 41.95% year-on-year, reaching a historical high, indicating a growing trend in long-distance travel using EVs [1] - The current charging infrastructure, while extensive, still faces challenges in terms of distribution and availability, particularly in rural areas and during peak holiday periods [1] Infrastructure Development - There is a need for the rapid construction of more charging stations and a balanced distribution across urban and rural areas to alleviate congestion during peak times [1] - The existing charging infrastructure is sufficient for daily needs in urban environments, but significant gaps remain in highway service areas and tourist attractions [1] Management and Service Optimization - Enhancements in management and service are crucial, including the development of mobile applications for charging information and the promotion of fast-charging technologies [1] - Strategies such as anticipating peak charging times and deploying mobile charging facilities are being implemented to improve the charging experience [1][2]

近些年来，每逢节假日，新能源车主的"里程焦虑"都会成为话题。这两天，也有一些车主吐槽，在高速 服务区排队充电，睡一觉起来，还没排到。 继续新建充电桩并推动均衡布局。在城市环境中，新能源车主的日常充电需求基本得到满足。然而，在 一些高速服务区、景区和乡村地区，充电设施数量不足、分布不均等问题相对突出，特别是在节假日容 易出现充电"拥堵"等情况。因此，既要快速增加充电设施的数量，也要推动其在区域之间、城乡之间均 衡布局。 我国已建成世界上数量最多、辐射面积最大的充电基础设施体系。为什么排队充电的情况在节假日还存 在？ 这实属"成长的烦恼"。10月1日，高速公路新能源汽车充电量同比增长41.95%，创历史新高。正是由于 新出车型续航整体提升和充电桩网络不断完善，越来越多人选择驾驶新能源汽车长途旅行。如何在继续 成长中解决这一烦恼？ 破解"里程焦虑"，是提升车主出行体验的关键一环。随着充电基础设施体系不断完善，新能源汽车消费 潜力将不断释放，更好支撑相关产业发展。 （文章来源：人民日报） 除此之外，更要加强管理、优化服务。有的地方开发小程序，为车主提供充电信息查询服务；有的地方 推广普及快充技术，在需求量较大的景区等 ...

Core Insights - The company is aggressively addressing user concerns regarding electric vehicle range anxiety by significantly enhancing the range of its SUV model [2] - The standard version of the SUV has been rebranded to the long-range Pro version, which offers a range of 835 kilometers, effectively eliminating range concerns for consumers [2] - This strategic move is aimed at increasing competitiveness against rivals like the Model Y, highlighting the company's commitment to innovation and customer satisfaction [2] Summary by Categories - **Product Strategy** - The company has decided to eliminate the original standard version of its electric SUV, which had a range of 620 kilometers, in favor of a new standard version with a range of 835 kilometers [2] - The pricing for the new standard version remains unchanged, which is expected to enhance its market appeal [2] - **Market Positioning** - The rebranding and enhancement of the SUV's range are seen as a direct response to competitive pressures, particularly from models like the Model Y [2] - The company aims to position itself as a leader in the electric vehicle market by addressing consumer concerns head-on [2]

Core Viewpoint - India aims to become the world's largest electric vehicle (EV) producer within five years, reflecting its ambition and urgency for EV transformation, although achieving this goal may be challenging [1][2]. Group 1: Market Growth and Current Status - India's EV market has seen rapid growth, with sales increasing from 43,000 units in FY2022 to 100,000 units in FY2024, doubling in two years; the penetration rate rose from 1.1% to 2.5%, all being pure electric models [3]. - The current EV sales and penetration rate in India are minimal compared to China, which experienced similar challenges during its early EV development phase [5][6]. Group 2: Key Challenges - India faces three main challenges in achieving its EV goals: battery technology and cost, charging infrastructure, and smart driving technology [7][29]. - The battery sector is particularly weak, with India relying heavily on imports for raw materials and lacking a complete supply chain; local production capacity is insufficient to meet the projected demand of 54 GWh in FY2027 [10][11][12]. - The cost of batteries in India is approximately 30% higher than in China, which poses a significant barrier to market potential [12]. Group 3: Charging Infrastructure - As of 2024, India has around 12,146 charging stations, which is inadequate for the growing number of EVs; a ratio of 20:1 between EVs and charging stations indicates a pressing need for infrastructure development [25][26]. - The government has initiated plans to build more charging stations, but the current efforts are insufficient to meet the projected demand of 90,000 charging stations by 2030 [27]. Group 4: Smart Driving Technology - India has a strong software development sector, which could support advancements in smart driving and intelligent cockpit technologies; however, the overall design and hardware manufacturing capabilities are lacking [30][33]. - The current smart driving features in Indian EVs are primarily developed by international suppliers, and local companies are still in the early stages of development [35][36]. Group 5: Future Outlook - The success of India's EV ambitions will depend on overcoming the challenges in battery technology, charging infrastructure, and smart driving capabilities; collaboration with international firms may be necessary for technological advancements [44][45]. - The potential for cooperation between Indian and Chinese companies in the automotive sector could present significant opportunities, given the market's growth potential [42].

Group 1: Mitsubishi Motors - Mitsubishi Motors announced its complete withdrawal from the Chinese automotive production business, terminating its engine operations with Shenyang Aerospace Mitsubishi Engine Manufacturing Co., Ltd. and ending its joint venture partnership [2][3] Group 2: Electric Vehicle Infrastructure - The Ministry of Transport reported that the coverage rate of charging piles in highway service areas has reached 98.4%, with a total of 62,000 charging parking spaces built, effectively alleviating "range anxiety" for electric vehicles [2] - On average, 20% of vehicles passing through highways are now electric, with measures in place to ensure over 70 million vehicle passages on peak days, double the usual traffic [2] Group 3: New Vehicle Launches - Buick unveiled the new GL8 Land尊 PHEV, featuring a comprehensive range of 1450 km and a pure electric range of 202 km, set to launch in late August [4][6] - BYD launched the new mid-size SUV Sea Lion 06, with prices starting at 139,800 yuan, offering both DM-i and EV models with various range options [15] Group 4: NIO Energy - NIO announced the launch of battery swap stations across Hainan, achieving county-wide coverage except for Sansha, with a total of 41 battery swap stations built [7][9] Group 5: BMW and Green Energy - BMW and China Datang Group signed a strategic cooperation agreement to establish a joint venture for green electricity, focusing on a 1 million kW onshore wind power project [10][13] - The joint venture aims to ensure green electricity supply for BMW's production base in Shenyang and promote large-scale consumption of green power in the automotive supply chain [10][13]

Core Viewpoint - The "14th Five-Year Plan" period has significantly improved China's transportation capabilities, service quality, and operational efficiency, with a comprehensive transportation network nearing 90% completion [1][2]. Group 1: Transportation Infrastructure Development - By the end of 2024, China's railway operating mileage is expected to reach 162,000 kilometers, with total highway mileage at 5.49 million kilometers and urban rail transit operating mileage at approximately 11,000 kilometers, ranking first in the world [1]. - The high-grade navigable waterways will reach 17,600 kilometers, with 2,971 berths for 10,000-ton vessels and 263 certified civil aviation transport airports [1]. - The comprehensive three-dimensional transportation network has seen a significant increase in efficiency, with an average of 180 million cross-regional trips and 160 million tons of goods transported daily [1]. Group 2: Public Transportation Trends - Public demand for diverse travel options has increased, with high-speed rail and civil aviation becoming the preferred choices; by 2024, the passenger volume for high-speed trains is projected to reach 3.272 billion, accounting for 75.9% of total railway passenger volume [2]. - Daily self-driving trips average around 130 million, representing over 70% of cross-regional travel, while approximately 100 million people use rail transit, buses, and taxis for commuting [2]. - About 90% of county-level administrative centers have access to highways within 30 minutes, and most villages have bus services [2]. Group 3: Challenges and Solutions - The transportation department is addressing issues such as road congestion during peak travel periods and the shortage of charging facilities for electric vehicles at service areas [2]. - A total of 62,000 charging parking spaces have been established, with a coverage rate of 98.4% for charging stations, alleviating "range anxiety" for electric vehicle users [2]. - During peak holiday travel, measures are implemented to ensure over 70 million vehicle passages per day, double the normal traffic volume [2]. Group 4: Seasonal Travel Insights - The summer season has seen a rise in travel demand for educational trips, family visits, and tourism, alongside challenges posed by extreme weather conditions [3]. - The transportation department emphasizes the importance of travel safety and will continue to enhance passenger flow analysis and service optimization [3].

Core Viewpoint - The Chinese government aims to promote the development of high-power charging facilities, targeting over 100,000 units by the end of 2027 to alleviate "charging anxiety" among electric vehicle owners [1] Group 1: Differences Between High-Power and Regular Charging Stations - High-power charging facilities, also known as supercharging stations, provide significantly higher power levels than conventional charging stations, with a common definition being direct current (DC) charging facilities with an output power of 250 kW or more [1][2] - Leading supercharging stations can achieve power outputs of 600 kW to over 1000 kW, enabling rapid charging [1][2] Group 2: Benefits for Electric Vehicle Owners - The implementation of supercharging stations can address the "charging anxiety" and "range anxiety" faced by many electric vehicle owners, allowing for charging times of 5 to 15 minutes to support driving ranges of 200 to 600 kilometers [2][3] - Supercharging stations can significantly reduce waiting times for charging, making long-distance travel more feasible and convenient for electric vehicle users [3] Group 3: Ensuring Charging Safety - The technology behind supercharging stations involves high voltage platforms (1000V or 1500V), which necessitate that both the vehicle battery systems and charging stations support high voltage and high power charging protocols [4] - Addressing safety concerns related to high current and heat generation during charging is critical, with challenges including effective heat dissipation to prevent overheating and potential fire hazards [4][5] Group 4: Technological Innovations for High-Power Charging - High-performance power devices, such as silicon carbide semiconductors, are utilized in supercharging stations to enhance efficiency and safety during high-power charging [5] - The large-scale deployment of supercharging stations will drive continuous innovation in battery technology, focusing on materials, structural design, and thermal management systems to improve battery performance and longevity under high charging rates [5]