对于一体化压铸，魏建军认为，其在实际应用中存在明显弊端。首先是成本，该技术在国内并未降低制造成本，反而因为对设备和配套要求高，导致整体 制造成本居高不下。同时，生产过程缺乏灵活性，难以适应多车型快速切换的生产需求。更关键的是，一体化压铸多为铝材结构，一旦发生碰撞，损伤区 域极易撕裂，无法进行局部修复，只能整体更换，将大幅推高维修费用，因此搭载该技术的车型保费普遍偏高。长城汽车出于对用户长期使用成本的考 量，不跟进这一技术。 据长城汽车官网，11月，长城汽车销售新车127,394辆，同比增长3.70%，环比增长9.07%。其中，新能源车型销售35,999辆，同比增长15.20%；海外销售 43,186辆，同比增长21.66%；20万元以上车型销售31,283辆，同比增长36.70%。1-11月，长城汽车新能源车型销售279,530辆，同比增长20.41%；海外销售 411,848辆，同比增长45.77%，再创历史新高；20万元以上车型销售274,113辆，同比增长35.04%。截止到2024年11月，长城汽车全球累计销量达1,476.46 万辆。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 12月16 ...

Core Insights - The Chinese automotive industry is undergoing a structural transformation in 2025, shifting from price competition to technology-driven growth, and from domestic focus to global expansion, marking a new development stage [1] Group 1: Price War Aftermath - The price war in the automotive industry has entered its third year, with profit margins dropping to 4.5% in the first three quarters of 2025, below the 6% average of downstream industrial enterprises [3] - There are signs of easing in the price war, indicating a shift from vicious competition to rational development, as companies recognize that quality, service, and technological innovation are essential for long-term success [3] Group 2: 60-Day Payment Terms - Major automotive companies have adopted a 60-day payment term, reflecting a significant change in the industry ecosystem and addressing long-standing payment issues that strained supply chains [6] - This shift enhances the credit system within the supply chain, allowing suppliers to invest more in innovation and quality improvement, thus fostering a healthier industry environment [6] Group 3: 5-Second Acceleration Standard - A new regulation proposes that new vehicles must achieve a 0-100 km/h acceleration time of no more than 5 seconds, marking a fundamental shift in competitive logic within the automotive industry [9] - This standard encourages companies to focus on safety, user experience, and practical technology rather than extreme performance metrics [9] Group 4: 50% Penetration Rate of New Energy Vehicles - By November 2025, new energy vehicles accounted for 53.6% of domestic passenger car sales, indicating a shift from policy-driven to market-driven growth in the sector [11] - This milestone signifies that new energy vehicles have become mainstream, reshaping the industry landscape and prompting traditional automakers to accelerate their electrification strategies [11] Group 5: Subsidy Phase-Out - The phase-out of subsidies for new energy vehicles is set to begin in 2026, transitioning the industry from reliance on government support to market-driven growth [14] - This change is expected to enhance market competition and compel companies to improve product quality and cost control [14] Group 6: New Normal in Exports - In 2025, China's automotive exports are projected to exceed 6.8 million units, maintaining the top position globally for the third consecutive year, with a significant increase in new energy vehicle exports [16] - The export model is evolving from product trade to a more integrated approach involving industry chain and technology exports [16] Group 7: Smart Driving Popularization - 2025 marks the year of smart driving technology's widespread adoption, with significant advancements in urban navigation assistance systems [19] - Regulatory measures are being implemented to ensure safety and compliance, balancing innovation with social responsibility [19] Group 8: Joint Venture Counterattack - Traditional joint venture brands are launching a "localization 2.0" strategy to regain market share in the new energy era, focusing on deep localization and embracing electrification [21] - This strategy enhances competition and provides consumers with more quality choices while integrating the supply chain into the local ecosystem [21] Group 9: Battery Safety Concerns - Battery safety issues have escalated to a regulatory priority, with new standards mandating thermal monitoring and warning systems for battery packs [24] - These regulations aim to enhance safety and accountability in the industry, pushing companies to prioritize safety investments [24] Group 10: Retreat of Hidden Door Handles - The decline of hidden door handles reflects a broader industry reconsideration of "over-design" in automotive engineering, emphasizing safety and practicality over aesthetics [27] - New regulations require mechanical release functions for door handles, signaling a shift towards user-centric design principles [27]

大家好我是大鱼 你敢把 26% 的资产 全押在一个 人身上吗？ 特斯拉的 「骨灰级」多头 罗恩·巴伦就敢 他昨天发出檄文 力挺马斯克的 天价薪酬 因为他看的 不是股价 而是马斯克 的生态系统 是那个价值 8 万亿的未来 这是一场跟随 马斯克的豪赌 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是468.37% 全天上涨了 11.81%美元 涨幅是2.59% 成交量是 8412万股 怎么样 大家今天的心情 应该不错吧？ $468.37%！ 这可是自从 2024年12月以来 10个多月的 新高点啊 如果你是从 低谷一路抱上来的 兄弟 你值得为自己鼓掌 Tesla这趟车 真的是 心脏不够大颗的 还真坐不稳 不过 股价上涨 这只是个结果 今天我们先要聊的 是水面下真正推动 这一切的「暗流」 就在昨天 11月3号 一个重量级的人物 可以说是「骨灰级」 的特斯拉多头 突然丢出了 一份长篇告白 这个人就是 罗恩· 巴伦(Ron Baron) Baron Capital 的创始人 这位老兄可不是 那种今天买 明天卖的短线客 他发了个声明 公开力挺特斯拉 董事会「提议的」 2025年CEO 绩效奖 ...