编辑丨安安 1月5日，据乘联会最新统计数据，特斯拉上海超级工厂在2025年12月交付量超9.71万台，环比增长11%，为2025年最高月份。 作者丨彭鑫 2025年 12月 2024年 12月 2025年 12月 2025年 11月 ...

DETROIT--(BUSINESS WIRE)-- #FinishedVehicleLogistics--Precision Vehicle Solutions selected to operate finished vehicle logistics at Ford's Kentucky Truck Plant. ...

Core Viewpoint - The new "National Subsidy" policy for automobiles was released before the New Year holiday in 2026, prompting various car manufacturers to launch promotional policies, including vehicle purchase tax subsidies and "0% interest" financing options. The changes in the subsidy structure are expected to mitigate market shocks and stimulate car sales in 2026 [1][11]. Group 1: New Policy and Market Response - The new "National Subsidy" policy includes a reduction in the purchase tax for new energy vehicles from full exemption to 5% starting January 1, 2026 [11][12]. - Multiple car brands have introduced promotional policies in response to the new subsidy, with over ten brands offering limited-time promotions affecting more than 70 models [3][4]. - Sales personnel reported a significant increase in customer traffic, with some stores experiencing over a thousand visitors in a single day due to the holiday and new policy [3]. Group 2: Subsidy Details and Consumer Impact - The new subsidy structure shifts from fixed subsidies to percentage-based subsidies, maintaining the upper limits but reducing the effective subsidy for lower-priced models [11][13]. - Consumers can benefit from additional subsidies if they purchase vehicles during the promotional period, with some brands offering up to 12,000 yuan in tax subsidies [6][9]. - The total savings for consumers purchasing a new energy vehicle can reach nearly 52,000 yuan when combining the purchase tax reduction and the "old-for-new" subsidy [14]. Group 3: Regional Implementation and Market Growth - The new subsidy policy has already been implemented in several regions, including Jiangxi and Hebei, with local authorities actively promoting the "old-for-new" program [15][17]. - The "old-for-new" policy has been a significant driver of growth in the automotive market, with over 1.15 million vehicles exchanged under this program in 2025, contributing to over 1.6 trillion yuan in new car sales [18]. - Industry experts predict that the automotive market will experience positive growth in the first quarter of 2026, driven by the new policies [20].

Core Insights - Mercedes-Benz announced the launch of a new advanced driver-assistance system in the United States later this year, enabling vehicles to operate autonomously on city streets under driver supervision [1] Company Developments - The new system represents a significant advancement in Mercedes-Benz's technology offerings, aiming to enhance the driving experience and safety for consumers [1] - This initiative aligns with the growing trend in the automotive industry towards autonomous driving technologies, reflecting the company's commitment to innovation and leadership in this space [1] Industry Trends - The introduction of advanced driver-assistance systems is part of a broader movement within the automotive sector to integrate more autonomous features, which is expected to reshape urban mobility [1] - As competition intensifies among automakers to develop and deploy autonomous technologies, companies like Mercedes-Benz are positioning themselves to capture market share in this emerging segment [1]

Core Insights - Lucid Group, Nuro, and Uber have introduced a production-intent robotaxi, which signifies a significant advancement towards the commercial deployment of autonomous vehicles [1] Company Developments - The collaboration between Lucid Group, Nuro, and Uber highlights a strategic partnership aimed at enhancing the development and deployment of autonomous vehicle technology [1]

Core Insights - The company announced that a new, more efficient and powerful chip will begin shipping later this year [1] Company Developments - Jensen Huang, the company's chief executive, made the announcement at the CES conference [1]

SUMMARY AND KEY POINTS: Cerence xUI™ combines hybrid, agentic intelligence with production-ready NVIDIA software and services running on Microsoft Azure, helping OEMs meet rising demand for fast, natural, LLM-powered in-car experiences.Cerence AI and NVIDIA expanded their collaboration in January 2025, and now multiple global automakers will deploy Cerence xUI on NVIDIA AI Enterprise in production vehicles launching in 2026, bringing a new era of AI-powered, high-performance assistants and agentic capabilit ...

Core Insights - Uber, Lucid Motors, and Nuro have unveiled a production-intent robotaxi at the 2026 Consumer Electronics Show, which has been in development for over six months [1][2] - Uber has invested $300 million in Lucid and committed to purchasing 20,000 electric vehicles (EVs) from the company [2] - The robotaxi is currently being tested on public roads, with plans for a commercial service launch in the San Francisco Bay Area later this year [2] Vehicle Specifications - The robotaxi is based on the Lucid Gravity SUV and features high-resolution cameras, solid-state lidar sensors, and radars integrated into its design [3] - The autonomy package is powered by Nvidia's Drive AGX Thor computer, and the vehicle includes a "halo" with integrated LED lights for rider identification [3][4] - The integration of autonomous technology during the manufacturing process at Lucid's Arizona factory is expected to save time and costs compared to competitors like Waymo [4] User Interface and Experience - The latest version of the robotaxi includes a small screen on the halo for greeting riders and an interior ride interface [6] - The user interface is designed to be familiar to those who have used Waymo, featuring a rear passenger screen that displays an isometric view of the vehicle's surroundings [7] - The interface provides essential information such as estimated drop-off time, remaining ride time, climate controls, and music options [7][10] Production and Market Outlook - Uber's decision to base the robotaxi service on the Gravity model is seen as strategic due to its spacious interior [11] - Lucid Motors has recently doubled its 2024 production figures and achieved new sales records, indicating a recovery from previous software issues [12] - Final validation of the robotaxi is expected later this year, after which production versions will begin rolling off the assembly line [12]

Core Insights - The companies have initiated autonomous on-road testing for their robotaxi service, marking a significant step towards its launch in the San Francisco Bay Area later this year [1][2] Group 1: Robotaxi Development - Nuro is leading the testing of robotaxi engineering prototypes, which are supervised by autonomous vehicle operators [1] - The production intent robotaxi is expected to begin production at Lucid's Arizona factory later this year [3] - The robotaxi will be showcased at CES 2026, providing attendees with a first look at its features and in-cabin rider experience [3] Group 2: Partnerships and Technology - Nuro, Lucid, and Uber are collaborating to create a robotaxi service that combines Nuro's level 4 autonomy, Lucid's vehicle architecture, and Uber's global reach [2] - The robotaxi features a next-gen sensor array with high-resolution cameras, solid-state lidar sensors, and radars for 360-degree perception [5] - The in-ride experience includes interactive screens for personalization, real-time visualization of the robotaxi's path, and configurations for up to six passengers [5] Group 3: Company Profiles - Uber aims to create opportunities through movement, having facilitated over 681 billion trips since its inception in 2010 [4] - Lucid Group focuses on advanced electric vehicles, with a commitment to performance, design, and energy efficiency [6] - Nuro is developing a universal autonomy platform for various vehicle types and applications, emphasizing responsible scaling of autonomous technology [7]

Core Insights - Magna has expanded its strategic collaboration with NVIDIA to enhance OEM deployments on the NVIDIA DRIVE Hyperion platform, offering a comprehensive portfolio of system integration, validation, and vehicle launch services for NVIDIA's DRIVE AV stack [1][4] - This collaboration positions Magna as a leader in the automotive industry, combining NVIDIA's AI compute capabilities with Magna's expertise in system engineering and integration [2][4] Collaboration Details - Magna will provide platform launch and execution services for various levels of autonomy, specifically L2++, L3, and L4 systems, facilitating seamless deployment across these levels [1][11] - The partnership aims to accelerate the development and deployment of advanced assisted and automated driving systems, leveraging Hyperion-compatible hardware and deep system integration [4][11] System Integration Capabilities - Magna's role includes a flexible range of system responsibilities, such as system integration, verification, validation, safety approval, and deployment, particularly for high-performance compute ECUs and sensors [2][12] - The collaboration emphasizes thorough testing and global rollout support to ensure quality and safety expectations are met during the introduction of the platform [12] Industry Positioning - Magna's extensive global manufacturing and engineering footprint positions it well to support OEMs in launching advanced vehicle technologies [2][6] - The initiative reflects the growing ecosystem around AI-defined vehicles, highlighting the importance of advanced compute and perception technologies in enabling software-defined vehicle architectures [3][4]