格隆汇11月4日｜据智通财经，针对有关改造沈阳原上汽通用北盛工厂（三期）的消息，吉利汽车对记 者表示，吉利银河销量的爆发确实对产能提出了更高要求，目前公司正在积极研究并探讨多种扩充产能 的方案，尽最大可能利用各地剩余产能，不再建设新的汽车生产工厂或者扩大现有工厂产能。日前有市 场消息称，沈阳原上汽通用北盛工厂（三期）正在改造中，后续将用于补充吉利银河产能。一位接近吉 利的人士透露，"沟通挺久了，现在银河的产能紧张。" ...

Core Insights - The 42nd Chinese Antarctic Expedition has commenced, with the "Xuelong 2" vessel carrying the Great Wall Motors Tank 300 diesel model to support key tasks in Antarctica, marking a significant contribution from a domestic brand to national polar research efforts [1][3] Group 1: National Strategy and Industry Participation - This marks the first deep involvement of a domestic automotive brand in national polar research, showcasing the automotive industry's response to national scientific calls and its commitment to national missions [3] - The Antarctic scientific expedition is a strategic national project aimed at addressing global climate change, polar ecological protection, and frontier scientific exploration [3] Group 2: Vehicle Capabilities and Testing - The Tank 300 diesel model is a production vehicle that can operate in extreme cold without special modifications, reflecting Great Wall Motors' confidence in its technology [5] - Great Wall Motors has established a comprehensive global testing and validation system, ensuring the vehicle's performance in various conditions, including extreme cold and severe weather [5] Group 3: Operational Support and Collaboration - Great Wall Motors will send engineering personnel to Antarctica to provide vehicle maintenance and technical support as part of a full-chain support model, enhancing operational efficiency [7] - A long-term partnership has been established between Great Wall Motors and the Chinese Arctic and Antarctic Administration to jointly develop and test vehicles for polar research, aiming to integrate automotive capabilities with national scientific efforts [7]

Group 1 - Zhu Huarong has resigned as the chairman of Changan Ford, following his departure from the chairman position at Avita Technology, with Zhao Fei taking over the role [3] - The leadership changes at Changan Ford include the exit of Wang Jun and Wang Hui from the board, while new members such as Liu Hong, Zhang Xiaoyu, Wang Xiaofei, and Chen Yuting have been appointed [3] - Zhu Huarong stated that he will focus more on the group's strategy and other business areas after the establishment of the new central enterprise, China Changan Automobile [3] Group 2 - Zhao Fei, who has a background in technology and management, has been appointed as the new chairman of Changan Ford, having previously held various positions within the company [4] - Changan Ford is currently undergoing a transformation phase, facing challenges in its fuel vehicle sales and slow progress in its transition to electric vehicles [4] - In 2024, Changan Ford's sales are projected to rebound to 247,000 units, reflecting a year-on-year increase of 5.97% [4] Group 3 - The current models sold by Changan Ford include Mondeo, Edge, and Explorer, while the performance of the Ford electric Mustang has been underwhelming [5] - The newly appointed executives at Changan Ford have strong backgrounds in technology and electric vehicle development, indicating a shift towards innovation [5] - The recent leadership changes signify a new development phase for Changan Ford, coinciding with a major restructuring of Ford's sales channels in China [5] Group 4 - Ford China has established a new wholly-owned subsidiary, Ford Sales and Service Company, to manage marketing, sales, and service for Ford vehicles in China, with Chen Xiaobo as president [6] - The integration of Changan Ford and Jiangling Ford's sales channels is expected to enhance the sales capabilities of Changan Ford [6] Group 5 - Liu Hong, a new board member at Changan Ford, has extensive experience within the Jiangling Ford system, which may provide valuable support for product sales [7]

重磅 ！ 重磅 ！ 重磅消息来了 ！ 京东竟然也造车了 ！ 京东宣布联合广汽集团、宁德时代推出 一款神秘国民好车 ，瞬间在汽车行业激起千层浪。京东 在造车项目中的角 色定位为 生态整合者 ， 主要 通过 机器学习模型 （如DIN、MMoE） 挖掘消费者偏好，精准定义车型配置与定价策略， 优化 购车流程。 探索 大模型 （如LLaMA、GPT） 在客服、风控等场景的应用， 提升 后市场 服务智能化 水平。 刚刚看了下京东汽车发布的招聘岗位，近半年京东汽车零售事业部发布了大量 算法工程师 的岗位 ，年薪可达123万元（35k-65k， 19薪） ， 但对应聘者的技术能力要求较高，需具备 算法、深度学习及大模型 等领域的 成熟经验 。 现在不仅仅是京东，其他大厂也在大力 扩充AI岗位， 吸收AI人才 ，很多算法岗的 薪资甚至比往年提高40%， 而对于正在求 职，转型的各位同学来说，现在正是 最适合 拿下AI算法岗的红利期！ 为了帮助大家更好的冲刺 算法岗 ，拿到 高薪offer ，我们特地打造了一个 《AI算法工程师培养计划》 ，它是 由国内一线 大厂在职的算法leader亲自主讲 ，确保你学习完以后，能够具备在实 ...

Core Viewpoint - Guangdong's collaborative assistance efforts have shown significant results and innovative paths in promoting consumption and employment, particularly through successful projects with Guangxi and Guizhou [3][4][6]. Group 1: Consumption Assistance - Guangdong's "Four Hard Measures" have effectively supported Guangxi and Guizhou's "Ten Thousand Products Entering the Bay" initiative, resulting in over 211.8 billion yuan in agricultural product sales [5][6]. - The establishment of a regional collaborative consumption assistance product trading center and highway service area agricultural product stations has created new consumption scenarios that integrate agriculture, culture, and tourism [6][7]. - The "One Code Guizhou" consumption circulation brand has streamlined the agricultural product supply chain, achieving a collaborative sales volume of 19.563 billion yuan this year [9][10]. Group 2: School-Enterprise Cooperation - The establishment of a vocational education employment alliance between Guangdong and Guangxi has fostered high-quality talent development, with 26 schools collaborating with 227 enterprises, resulting in skill enhancement for 13,700 workers and a 90% employment rate [11][12][13]. - The "Guangdong Technician·Guangzhou Port Class" has introduced a "2+1" intellectual assistance model, enrolling over 300 students from Bijie, Guizhou, and facilitating stable employment for graduates [14][15][16]. - The "BYD Named Class" focuses on the new energy vehicle industry, training over 1,300 individuals and successfully placing over 900 students in internships at BYD, recognized as one of the first deep cooperation projects by the Ministry of Education [18][19][20]. Group 3: Overall Impact - From January to September this year, the East-West collaboration mechanism has facilitated the procurement and sales of agricultural products worth 98.78 billion yuan from poverty-stricken areas, creating employment for 847,000 rural workers [22][23].

Core Points - The Dutch government's takeover of Nexperia, a semiconductor manufacturer, has created a new "chip shortage" risk for European automakers due to national security concerns [2][4] - Nexperia is a leading supplier of automotive-grade power semiconductors, crucial for electric vehicles, and its supply chain disruption could lead to significant shortages in the automotive industry [4][5] - The decision to halt wafer supply to the Dongguan factory has caused panic buying among European automakers, leading to a surge in chip prices and inventory issues in local wafer factories [5][6] Industry Impact - Nexperia holds approximately 18% of the European power semiconductor market, and a supply disruption lasting over four weeks could result in a loss of over 200 million chips [4] - The political intervention by the Dutch government is seen as a move to enhance "technological sovereignty," but it risks destabilizing the automotive chip supply chain and increasing production costs [4][6] - The ongoing situation reflects a shift in global semiconductor competition from market dynamics to control over supply chains, with potential long-term implications for both Europe and China [6][8] Market Reactions - European automakers, including Volkswagen and Renault, have increased their market purchases of Nexperia's automotive chips, with some orders tripling, resulting in a nearly 20% price increase for related chips [5][6] - The global automotive chip market is projected to reach $85 billion by 2027, with Asian supply chains expected to account for over 60% of the market share [7] - The 2021 chip shortage highlighted the critical role of semiconductors in the automotive industry, with significant production losses, emphasizing the need for supply chain resilience [8][9] Geopolitical Context - The U.S. has been a significant influence behind the Dutch government's actions, expressing concerns over Chinese control of Nexperia and its potential access to advanced technologies [6][9] - China's response includes export controls on specific components, aiming to strengthen its supply chain resilience and counteract the Dutch intervention [8][10] - The situation underscores the need for Europe to reassess its approach to "technological sovereignty," advocating for collaboration rather than isolation [11]

Core Viewpoint - Li Auto's stock has experienced a significant decline, dropping nearly 3% and over 20% in the past month, reflecting market concerns about its recent delivery and recall issues [1] Delivery Data - On November 1, Li Auto reported that it delivered 31,767 new vehicles in October 2025, representing a year-on-year decrease of approximately 38% [1] Recall Announcement - Li Auto announced a recall of the MEGA 2024 model due to insufficient corrosion resistance of the coolant, which could lead to leakage and potential safety hazards, including battery thermal runaway under extreme conditions [1]

天眼查工商信息显示，近日，广汽领程新能源商用车有限公司发生工商变更，严壮立卸任法定代表人、 董事长，由郑衡接任，同时部分主要人员发生变更。 广汽领程新能源商用车有限公司成立于2007年11月，注册资本约29.2亿人民币，经营范围包括汽车零配 件设计服务、充电桩销售、汽车整车制造等。股东信息显示，该公司由广汽集团（601238）、广州氢云 新能源科技投资合伙企业（有限合伙）、日野自动车株式会社共同持股。 天眼查工商信息显示，近日，广汽领程新能源商用车有限公司发生工商变更，严壮立卸任法定代表人、 董事长，由郑衡接任，同时部分主要人员发生变更。 ...

发动机，被誉为汽车的"心脏"，其性能表现不仅直接决定一款车的动力输出与场景适应 性，更是一家车企核心技术实力的集中体现。纵观全球汽车产业发展史，因一款卓越动力总 成而成就的爆款车型，甚至改写品牌命运的案例屡见不鲜。正因如此，当前不久工信部第 400批新车公示发布后，江铃大道皮卡申报搭载全新高性能版蓝焰动力柴油发动机的消息一 经披露，便迅速引发行业与用户的广泛关注。 这款代号为"NB25B6L"的发动机究竟有何过人之处？又将为江铃大道皮卡带来怎样的性能 提升？请看第一商用车网的分析报道。 从PUMA到蓝焰动力 江铃技术的全面升级 蓝焰动力，并非凭空出世。作为江铃汽车基于福特Puma等成熟柴油发动机技术平台，融合 自主研发成果打造的全新柴油动力品牌，其自诞生之初，便承载者江铃在柴油机领域技术突 围的雄心。 此外，随着搭载该款动力总成产品在市场上赢得越来越多的认可，其出色的性能与可靠性也 已广为人知，并接连获得了包括"超强2.5L柴油发动机""高原动力之星"等一系列行业权威 奖项，在用户端建立起"高扭矩、低油耗、耐造皮实"的市场口碑。更重要的是，蓝焰动力 并非单一产品，在江铃的前瞻性布局以及市场推动下，已经衍生出覆 ...

天眼查工商信息显示，近日，广汽领程新能源商用车有限公司发生工商变更，严壮立卸任法定代表人、 董事长，由郑衡接任，同时部分主要人员发生变更。广汽领程新能源商用车有限公司成立于2007年11 月，注册资本约29.2亿人民币，经营范围包括汽车零配件设计服务、充电桩销售、汽车整车制造等。股 东信息显示，该公司由广汽集团（601238）、广州氢云新能源科技投资合伙企业（有限合伙）、日野自 动车株式会社共同持股。 ...