2025 年 7 月 11 日，由起点锂电、起点 固态电池 、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车 换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 会议同期，起点研究院SPIR正式发布 2025中国两轮车共享换电电池TOP排行榜及行业白皮书，具体内容如下： 1-1、电动两轮车行业发展 2020-2026年中国电动两轮车出货量及预测 2021-2026年中国锂电电动两轮车出货量及预测 中国锂申库出货量 中国锂申申白出台量（万辆） 中国电动两轮车出货量(万辆) 一 锂田申动两轮车 =同比描述 H台最合计(万辆) 15.0% 670 5800 700 10.0% 600 540 462 5.0% 500 436 400 0.0% 4960 300 500 200 85 80 9.8% 70 10.09 100 15.09 2022 2023 2025F 2026P 2021 2024 202 202 2023 2024 2025B 2026 备注:1、以上数据含中国企业出口海外数据:2、电摩数据含电轻摩:3、电自含出口海外E-bike ...

来源：央视新闻微信公众号 工业和信息化部等五部门组织修订的强制性国家标准《电动自行车安全技术规范》已于2024年12月31日 正式发布，将于今年9月1日起实施。"新国标"继续沿用了2018年提出的电动自行车设计速度，最高 25km/h的规定。 然而新规实施在即，电动自行车的非法改装却并未销声匿迹，有些地方甚至形成了改装"一条街"甚至改 装"产业园"，号称"电动自行车的车牌，电动摩托车的速度"，可将规定的电动自行车最高时速25公里改 到80公里，续航里程提升至200公里。 这究竟是一条怎样的产业链？电动自行车改装问题该如何解决？ 商家号称改装后的电动自行车 "速度直上80+！" 在短视频平台上，搜索"电动车+控制器""电动车+电机"，会出现大量相关推广链接和直播销售渠道。 "有推背感，想要起步冲，全部都能给你整，速度直上80+！"有商家称，买他们的产品，自己操作就能 把电动自行车的速度改到75公里/小时左右。还有的商家称，除了车牌是电动自行车的，其他都是摩托 车配件。 一些电动自行车销售门店做起了销售、改装一条龙的生意。"想提升动力，推荐这款控制器，原车线路 无损，直接插上去就可以了，非常简单，最大时速可以达到 ...

Group 1 - Tesla's market share in China is being increasingly challenged by local competitors like BYD and Xiaomi, with Xiaomi surpassing Tesla in sales within a year of entering the automotive market [1] - Tesla has relied heavily on its Model 3 and Model Y vehicles, leading to consumer fatigue and a decline in interest among Chinese buyers [1] - Local electric vehicle brands are introducing new models with advanced features that appeal to Chinese consumers, such as large entertainment screens and voice assistants, which are becoming standard expectations [1] Group 2 - Volvo's CEO emphasizes the need for the European automotive industry to improve competitiveness rather than relying on tariffs to protect against Chinese electric vehicle manufacturers [2] - The CEO advocates for a focus on local market demands in China, suggesting that European manufacturers should not simply transfer their technology but collaborate with local entities to develop relevant features [2] - The increasing interest of Chinese consumers in technology-rich vehicles highlights the necessity for automotive companies to adapt their offerings to meet local preferences [2]

Group 1 - The core concept of the articles revolves around the integration of AI into the operations and products of XPeng Motors, emphasizing the need for companies to adapt to the AI era to enhance efficiency and competitiveness [2][12][22] - XPeng Motors' CEO He Xiaopeng has highlighted the importance of AI in improving organizational capabilities and efficiency, stating that AI can significantly enhance a company's collective effectiveness and resilience [2][10][17] - The automotive industry in China is experiencing intense competition, prompting companies like XPeng to rethink their strategies and embrace AI to remain relevant and successful [2][5][22] Group 2 - XPeng's recent vehicle launch, the G7, features advanced specifications such as over 2000 TOPS computing power and a price point below 200,000 yuan, showcasing the company's strategy to compete effectively in a saturated market [5][6] - The company has seen a significant increase in sales, with over 190,000 units sold in the first half of the year, surpassing its total sales target for 2024 [6][11] - XPeng is expanding its product lineup and has plans to release new models, including an updated P7, as part of its strategy to align with established automakers [7][11] Group 3 - The integration of AI extends beyond product development to various business operations, with approximately 25% of the company's code being generated by AI and AI being utilized in quality control and marketing [13][14] - XPeng has implemented AI-driven tools to enhance internal communication and collaboration, resulting in a 30% reduction in unnecessary meetings and increased use of cloud documentation [10][14] - The company has invested over 4 billion yuan in AI development and has created a large-scale AI computing cluster to support its initiatives [12][13] Group 4 - XPeng's organizational changes include a focus on improving cross-departmental efficiency and reducing meeting times, with a goal of fostering a more agile and responsive corporate structure [8][10] - The company is leveraging AI to streamline various processes, including sales and customer service, which has led to a decrease in manual labor in these areas [14][18] - XPeng's approach to AI is seen as a model for other automotive companies, as the industry shifts towards more efficient management practices and rapid adaptation to market changes [18][22]

Market Overview - US stock market opened lower on July 11, but later showed signs of recovery with major indices narrowing their losses [1] - Gold and Bitcoin prices surged, with gold rising over 1% to exceed $3360 per ounce and silver increasing by more than 3% [3] Cryptocurrency Sector - Cryptocurrency stocks saw significant gains, with Bit Origin rising over 40% [2] - Bitcoin increased by more than 6.5%, despite nearly 280,000 liquidations in the past 24 hours [2] Electric Vehicle Industry - NIO's stock surged over 7% following the announcement of its new model, the Ladao L90, with a starting price of 279,900 yuan for purchase and 193,900 yuan for battery rental [3] - The Ladao L90 is set to officially launch at the end of July, with deliveries starting on August 1 [3] Trade Policy and Economic Outlook - President Trump announced plans to impose a 15% or 20% tariff on nearly all remaining trade partners, raising concerns in the market [4][5] - The Royal Bank of Canada has pushed back its forecast for the Federal Reserve to restart interest rate cuts from September to December, citing the need for more time to assess inflation and labor market conditions [5]

Core Viewpoint - The automotive industry is increasingly focusing on human-centric and safety-first approaches, with smart driving technologies enhancing convenience and safety for consumers. BYD has introduced advanced L4-level smart parking technology and a comprehensive liability coverage plan, setting a precedent in the industry and improving service standards for smart vehicles [1][6]. Group 1: Market Trends and Consumer Sentiment - The domestic smart driving market is experiencing a dichotomy, with rising consumer demand for features like smart parking and navigation, as indicated by a projected L2-level penetration rate exceeding 55% by mid-2024 and potentially surpassing 65% by 2025 [3][4]. - Despite the growing interest, many consumers remain ambivalent about smart driving technologies, with concerns about liability in the event of accidents being a significant pain point [3][4]. Group 2: Technological Advancements - The implementation of the "Automated Driving Classification" standard in China has categorized driving automation into six levels, with most vehicles currently on the market operating at L2 level, requiring driver supervision even when using assistance features [4]. - BYD's newly launched smart parking technology is comparable to L4-level automation, allowing drivers to disengage from active monitoring under specific conditions [4][6]. Group 3: BYD's Safety Commitment - BYD's safety net plan promises compensation for any safety issues or property damage occurring during smart parking scenarios for all "Tian Shen Zhi Yan" model users, marking a global first in mass-produced vehicles [6][11]. - This initiative aims to eliminate the "liability vacuum" in the industry, shifting accident responsibility from users to the company, thereby providing consumers with a sense of "technical freedom" and "liability exemption" [6][11]. Group 4: User Experience and Features - The smart parking technology allows users to park in challenging scenarios with just one button, offering options for head-in or reverse parking and three speed settings: "Comfort," "Standard," and "Fast" [7]. - The system includes features to avoid collisions, such as automatic folding mirrors and voice prompts, enhancing user safety during parking [7][10]. Group 5: Data and Engineering Support - BYD boasts one of the largest smart driving ecosystems globally, with over 10 million vehicles on the road, including more than 1 million equipped with the "Tian Shen Zhi Yan" system, generating 44 million kilometers of real-world data daily [11][12]. - The company employs over 110,000 engineers, with nearly 70% holding advanced degrees, ensuring efficient data utilization to optimize technology and address potential issues [11][12].

0:00 这些天，马斯克要建"美国党"的事炒得沸沸扬扬。他不仅扬言要给美国人民自由，代表80%中间选民， 还要搅局明年中期选举。 在美国，理论上注册成立政党门槛较低。而实际上美国目前也有着数百个小党，但规模和影响力同民 主、共和两大党相比，差距巨大。有句话这样形容：在美国成立一个全国性的"第三党"，可能比把人送 上火星还难。 那马斯克建"第三党"是一场儿戏吗？还是美国社会的深层次矛盾和各派的利益之争已经激烈到他必须另 起炉灶？ 作为亿万富翁、科技圈层的顶流，马斯克是近年来崛起的"科技工业复合体"的代表人物。 他拥有的社交媒体X、特斯拉、SpaceX，背后都是和美国国家利益紧密捆绑的高科技资产。甚至可以 说，他本人就是"美式资本主义"的一个符号。 马斯克成立"美国党"的直接原因是总统特朗普力推的"大而美"法案。法案取消了购买电动汽车的税收减 免。这对作为美国电动汽车制造商特斯拉老板的马斯克而言非常不利。 在"大而美"法案的财富分配之争的表象下，马斯克与特朗普的利益之争，实际上是MAGA派，也就 是"让美国再次伟大"派同科技资本的对立，核心是新老资本的博弈。 特朗普的MAGA阵营代表的是一部分传统产业、白人工薪阶 ...

作为全球最畅销的电动车，Model Y在印度的受欢迎程度将揭示印度消费者对高额进口关税的接受度。 特斯拉首席财务官Vaibhav Taneja在该公司第一季度财报电话会议上表示，高额关税一直是特斯拉何时 进入印度市场决策过程中的重要障碍。 据文件显示，五辆Model Y的申报价格约为每辆277万卢比(约32,270美元)。考虑到印度对售价低于4万美 元的整车进口征收70%的关税、以及额外附加费，这些车型的实际售价可能远高于其在美国约46,630美 元的价格。 上个月就有报道称，孟买展厅正准备于7月中旬开业，首批车辆——从特斯拉中国工厂运来的Model Y 后驱版SUV——已运抵印度。知情人士还表示，第二家特斯拉展厅将设在新德里，预计于7月下旬开 业。 特斯拉酝酿已久的印度市场首秀恰逢关键时刻。该公司第二季度全球销量下滑，这与马斯克所声称 的"公司业务已从他参与特朗普政府工作所引发的负面影响中复苏"形成鲜明对比。 智通财经APP获悉，据知情人士透露，特斯拉(TSLA.US)将在下周二于印度开设首家展厅，并最早于下 个月开始交付车辆。这家电动车制造商正试图借助全球第三大汽车市场的潜在需求，来对冲其他市场销 量放缓 ...

2025 年 7 月 11 日，由起点锂电、起点固态电池、起点两轮车及换电主办 ， 以 "换电之城 智慧两轮"为主题 的 2025 第五届起点两轮车换 电大会暨轻型动力电池技术高峰论坛 在 深圳宝安登喜路国际酒店正式举办。 本次大会聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前沿技术，进行深度探讨和思维碰撞，论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 本次论坛共包含大会开幕式、 电动两轮车智能化及换电技术专场论坛、 新国标电自电池技术专场、 两轮车电摩及电池技术专场等4个环节， 超20位重磅嘉宾进行发言和演讲， 以下是具体内容。 第一部分： 大会开幕式 1、 起点研究 创始人 李振强代表 主办方致辞 李振强指出，当前电动两轮车行业正加速向 电池安全化、智能网联化 转型升级，产业标准持续完善，市场竞争进入深度洗牌期。过往市场中 A/B/C品电池混杂的乱象将被终结，缺乏技术实力、质量保障和合规能力的企业将快速出清，行业集中度显著提升。 在座各位作为头部换电运营商、核心电池厂商、BMS企业、整车厂及配套商，均是细分领域的标杆力量。未来， ...

2025 年 7 月 11 日，由起点锂电、起点固态电池、起点两轮车及换电主办 ， 以 "换电之城 智 慧两轮"为主题 的 2025 第五届起点两轮车换电大会暨轻型动力电池技术高峰论坛 在 深圳宝安 登喜路国际酒店正式举办。 本次大会聚焦两轮车及换电、两轮车锂电、两轮车钠电、高倍率、超快充、新材料、新工艺等前 沿技术，进行深度探讨和思维碰撞，论坛 现场 300+ 两轮车换电及电池细分重量级企业， 600+ 企业高层汇聚共论行业发展。 7月11日上午，在 电动两轮车智能化及换电技术专场，以 " 电动两轮车新国标及电池安全电 动、两轮车智能化网联化换电化发展挑战与趋势 " 为主题的圆桌讨论正式进行。 对话主持人为起点研究 创始人 李振强， 对话嘉宾为雅迪科技集团 商用车事业部 销售总监 李 朋、嘟嘟换电 副 总经理 陈学琳 、保力新能源 副总裁 邹懿、优旦科技 产品与解决方案总监 王 剑楠、盾创科技 CEO 刘新宇、小安科技 副总裁 李超超、中兴派能 共享换电事业部总经理 张 兆勇、汇创新能源 研发副总 刘静铜、亿纬锂能 换电业务负责人 段爱民。 圆桌讨论现场 以下为现场实录： 李振强： 我首先提第一个问题，换电 ...