2021年，岚图FREE首开国产空悬先河。如今，岚图泰山配备国产首个三腔空气悬架，成为世界前五、中国第一配备三腔空气悬架的车型，同时搭配EDC 魔毯底盘与双向16°后轮转向，不仅持续巩固岚图作为中国"空悬之王"的领先地位，更标志着中国品牌在底盘技术上实现突破性跨越。 岚图泰山首批量产车现已登陆全国门店，这款新时代旗舰SUV即将于11月18日正式上市，届时将与问界M9形成"华系双旗舰"格局，共同逐鹿巅峰，与传 统豪华品牌展开直接对话。 岚图汽车CBO、销售公司总经理邵明峰日前在与媒体沟通时首度透露，岚图泰山这款"最霸气华系旗舰SUV"起售价或将锁定45万以上，正式剑指豪华大六 座SUV市场，邵明峰更是直言："今后大六座SUV市场，就看岚图泰山和问界M9！" 此外，岚图泰山搭载华为乾崑智驾ADS4与鸿蒙座舱5，以及800V岚海智能超混系统与65度5C超快充电池，在智能、驾控与豪华维度硬核登顶。值得关注 的是，岚图仅用7个月完成20万至30万辆产能跨越，成为国内首个突破30万辆的央国企高端新能源品牌，体系化实力为泰山上市保驾护航。 ...

Investment Rating - The report suggests a positive investment outlook for the automotive industry, particularly focusing on companies with strong product launches and competitive advantages in the market [4][29]. Core Insights - The automotive market is experiencing a recovery with significant sales growth in new energy vehicles, which accounted for 58.46% of total retail sales in the week of September 15-21, 2025, with a year-on-year increase of 30.15% [2][4]. - The report highlights the importance of technological advancements, particularly in AI and robotics, as key drivers for market sentiment and investment opportunities [4][29]. - Companies like Li Auto, NIO, and BYD are recommended for their strong product offerings and market positioning [4][29]. Market Situation Update - The total transaction value in the automotive industry for the week was 851.59 billion, reflecting a week-on-week decrease of 7.71% [4][17]. - The automotive industry index remained stable at 8106.63 points, with no change over the week, while the Shanghai Composite Index rose by 1.07% [4][17]. - The report notes that 122 stocks in the automotive sector rose, while 168 fell, indicating a mixed performance among individual companies [4][21]. Key Events - Li Auto launched the new five-seat electric SUV, the Li i6, with a starting price of 249,800 yuan, which is expected to attract younger consumers [7][49]. - The AITO M7 began nationwide deliveries, showcasing strong market demand with over 230,000 pre-orders [11][39]. - The launch of the Shangjie H5, priced between 159,800 and 199,800 yuan, aims to capture the mainstream SUV market with advanced features [14][38]. Industry News - The Ministry of Industry and Information Technology is addressing the issue of "0 km used cars" to curb fraudulent sales practices, reflecting a commitment to improving industry integrity [5][6]. - The report mentions the establishment of a joint venture between Li Auto and Xinwangda for battery production, indicating strategic moves towards vertical integration in the supply chain [31][32]. - The report also highlights the introduction of export license management for pure electric passenger vehicles starting in 2026, which may impact market dynamics [55].

Core Insights - Huawei is evolving its automotive strategy by establishing a comprehensive sales and service network under the "Hongmeng Intelligent Travel" brand, which integrates sales, delivery, and after-sales services [1][10][12] - The company has shifted from a traditional partnership model with car manufacturers to a more centralized control approach, enhancing its influence over the sales process and customer experience [8][10][17] - Huawei's focus is on becoming a "super supplier" in the automotive industry rather than a traditional car manufacturer, leveraging its technology and expertise in smart systems [23][21] Group 1: Sales and Distribution Strategy - Huawei's new user centers, such as the Shangjie center, are designed to enhance customer engagement and streamline the sales process, with a focus on creating a welcoming environment for potential buyers [1][2] - The company has implemented a standardized operational methodology across its sales channels, ensuring a consistent customer experience and adherence to Huawei's branding and service standards [13][15] - The sales model has evolved from a dual-channel system to a more integrated approach, allowing for better management of customer interactions and service delivery [9][10] Group 2: Partnerships and Market Position - Initially, Huawei faced skepticism from traditional automakers but has since formed partnerships with eight major state-owned car manufacturers, expanding its influence in the automotive sector [2][4] - The company has transitioned from a "behind-the-scenes" role to a more prominent position in the automotive market, taking on responsibilities for marketing, sales, and service management [8][19] - Huawei's strategy includes a focus on high-end consumer needs, leveraging its experience in consumer electronics to better understand and meet the demands of the automotive market [16][22] Group 3: Challenges and Adaptations - Early challenges in the sales process highlighted the complexities of managing customer experience across different sales channels, leading to a reevaluation of the operational structure [7][10] - The company has recognized the need for rapid expansion of service networks to meet increasing customer demand, particularly during peak times [11][12] - Huawei's iterative approach to its automotive strategy reflects a willingness to adapt and refine its business model based on market feedback and operational challenges [18][23]

Group 1 - Tesla's Robotaxi service in Austin will open to the public in September, having received necessary permits to operate as a licensed transportation network company until August 2026 [2] - Li Auto's legal department emphasized that any malicious actions against its owners will face legal consequences, following a response from Douyin regarding the handling of inappropriate content related to Li Auto [2] - The new Lantu Zhiyin vehicle, equipped with Huawei's advanced driving system and HarmonyOS, has a starting pre-sale price of 220,000 yuan [2] Group 2 - The Sea Gull Flying Car Group's headquarters project has commenced in Suzhou, with a total investment of approximately 1 billion yuan, focusing on the development and production of flying cars and related technologies [4] - The project aims to produce 3,000 flying vehicles annually, with an expected annual sales revenue of 800 million yuan upon reaching full production capacity [4]