鸿蒙智行：已看到某平台所谓"测试"，不予置评 7月25日，鸿蒙智行发文表示，已看到某平台所谓"测试"，不予置评。据鸿蒙智行披露，2025年上半年 辅助驾驶总里程16.7亿公里，用户活跃度高达94.8%，人均辅助驾驶里程460公里/月。 实测结果显示，无论是高速公路还是城市道路事故场景模拟，没有一家车企的辅助驾驶系统能够完美通 过所有测试项目。在高速夜间遇施工+卡车的场景中，仅47%的测试车辆能安全避让；儿童突然冲出马 路场景中，58%的测试车辆能有效刹停。 问界M8纯电版预售价公布：37.8万元起 7月25日，鸿蒙智行宣布，问界M8纯电版车型开启预订，预售价37.8万元起，将于8月上市。 理想i8试驾体验不及乐道L90？理想高管：i8尚未开始用户试驾 7月24日晚间，针对有网民发文称理想i8试驾体验不及乐道L90，理想汽车副总裁刘杰在微博晒图发 问："这是黑水军下一个抹黑理想i8的主要方向吗？"他澄清道，i8还没有开始用户的试驾，门店试驾将 在7月29日发布会后正式开始。蔚来高级副总裁兼乐道汽车总裁沈斐则直接在评论区回应："建议直接报 警！" 小米汽车公布车外语音控制专利 天眼查知识产权信息显示，7月25日， ...

Group 1 - Trump discusses tariff plans, indicating nearly 200 tariff letters will be sent, with rates potentially set at 10% or 15% [2] - Intel reports worsening net losses in Q2 and announces a restructuring plan, including a 15% workforce reduction and cancellation of a multi-billion dollar investment in Europe [2] - US stock markets see all major indices rise, with the Nasdaq and S&P 500 reaching new highs, while Intel's stock drops over 8% [3][5] Group 2 - The Nasdaq China Golden Dragon Index declines by 0.89%, with NIO rising over 1% and Alibaba and JD.com experiencing minor declines [4] - The China Securities Regulatory Commission emphasizes efforts to stabilize the market and promote long-term capital investment [8] - The State Council announces plans to gradually implement free preschool education, highlighting its importance for long-term development [9] Group 3 - Nvidia receives approval to resume sales of H20 GPUs to China, which is seen as a positive development for Nvidia and its supply chain [19] - The Shanghai stock market experiences a decline, with the index down 0.33%, while the Hong Kong market also sees losses [30][31]

懂车帝周三中午开始陆续推送的"36车智驾大测试"，在整整两天之后被马斯克本人看到。 后者极尽克制但还是透露些许自豪感地写到："由于法律禁止数据出境，特斯拉在没有本地训练数据的情况下，在中国取得了最高成绩。"再次引爆了前两天 一度稍微平息的"中国车企的智驾，怎么做得还不如特斯拉？"话题。 围绕着这场测试，各种讨论和阴谋论四起，甚至有很多人当起了侦探，开始一帧一帧分析测试视频。 但在虎嗅汽车看来，专注于细节上的"找茬"反而错过此番大测试背后的全貌和真相。 懂车帝测了啥？公允么？ 简单总结测试场景如下：消失的前车真高速版、高速临时施工、施工路遇卡车、高速惊现事故车、高速入口遇野蛮加塞、莽撞横穿的猪。 图自：AI科学小栈（下同） 上图为红外夜成像图，下图为航拍俯视图 这些场景，都是属于智驾能力中的corner case（边缘案例，不是用户最常见的使用场景），但在现实中又有不少人遇到过的（高速入口强行低速加塞那个我 本人都遇到过不止一次，消失的前车也遇到过容易一些的版本）。 很多人吐槽懂车帝在测试中的"控制变量"不够好，在笔者看来，大概率不是懂车帝故意为之。实在是因为车辆测试要做到完全精准与标准，是一个耗资巨大 的活。 ...

Group 1 - The core viewpoint of the article highlights the launch of the Wuling Hongguang EV 305km model, which is positioned as an affordable electric commercial vehicle, challenging the perception that electric commercial vehicles are excessively priced [2][4] - The new model features a range of 305km, LED headlights, a 7-inch LCD instrument panel, reverse imaging, and enhanced safety configurations, including airbags for both the driver and passenger, all at a price point just above 57,800 yuan [2][4] - Wuling aims to attract young entrepreneurs by offering a versatile design that caters to various needs, such as transporting goods and family, while also appealing to the lifestyle of weekend camping [2] Group 2 - The article notes a shift in the commercial vehicle market, where the focus is moving from mere functionality to incorporating brand value, reflecting the changing demographics of consumers [4] - Despite the competitive pricing achieved through Wuling's supply chain and scale effects, challenges remain in the industry, including battery costs, charging convenience, and residual value risks [4] - Wuling's strategy involves establishing dominance in niche markets such as small electric vehicles and micro-vans, gradually expanding into the electric commercial vehicle sector without chasing the smart technology trend [4]

Group 1 - The EU is close to reaching an agreement with the US on a 15% tariff on European products exported to the US, with a potential implementation date of August 7 if negotiations fail [1][2][4] - The EU has prepared countermeasures, including a proposed €93 billion in tariffs on US products, which could reach up to 30% if negotiations do not yield satisfactory results [4][5] - The negotiations are influenced by the US's previous agreements with Japan and the need for President Trump to demonstrate successful outcomes in trade discussions [1][3] Group 2 - The proposed 15% tariff may apply to various sectors, including automobiles and pharmaceuticals, and would not stack on existing tariffs [2][3] - The EU's internal discussions indicate a willingness to accept the 15% tariff as a means to maintain the status quo, potentially reducing the current 27.5% tariff on cars [2][3] - The EU is also considering the activation of the "anti-coercion tool" as a response to US tariffs, reflecting a strong stance among member states [5][6] Group 3 - The deadline for reaching an agreement is approaching, with many unresolved issues remaining, particularly concerning Canada and Mexico, which face significant tariffs if no agreement is reached [6][7] - The cancellation of the US-South Korea "2+2" economic talks raises concerns about the likelihood of reaching a tariff agreement with South Korea before the deadline [7] - Analysts suggest that the US's fluctuating negotiation strategy has created significant uncertainty in global trade [7]

Core Viewpoint - The comparison of profits between 30 million Chinese cars and Toyota's 9 million cars highlights the imbalance between production capacity and profitability in China's automotive industry [1] Group 1: Profit Comparison - In 2022, China's automotive sales reached 31.436 million units with a total profit of 462.26 billion yuan, while Toyota's global sales for the 2024 fiscal year were 10.27 million units with a net profit of 4.765 trillion yen (approximately 237.62 billion yuan) [1] - The total net profit of 18 major listed Chinese car companies was less than 80 billion yuan, only about one-third of Toyota's profit [1] Group 2: Causes of Profit Imbalance - The large number of car manufacturers in China, exceeding 200, leads to intense competition and a mix of quality, with some underperforming companies surviving through low-price strategies, which pressures the profitability of better companies [2] - The transition from fuel vehicles to electric and intelligent vehicles is not synchronized, leading to compressed profits from fuel vehicles while investments in new technologies do not yield immediate returns [2] Group 3: Market Structure and Product Positioning - The majority of Chinese car exports are concentrated in lower-end markets, with over 60% going to Southeast Asia and the Middle East, and less than 5% in high-end markets in Europe and the US, indicating a need for Chinese brands to move up the value chain [3] - Most Chinese car companies, except for a few like BYD and Li Auto, are still in the investment phase in the new energy sector, making short-term profitability challenging [3] Group 4: Industry Trends - The global profits of major multinational car companies, including Toyota, Volkswagen, and General Motors, have been declining, particularly in the Chinese market, which is seen as a significant factor affecting their overall performance [4] - China's automotive industry is undergoing a historic shift from traditional fuel vehicles to leading in new energy vehicles, indicating a structural change in profitability from reliance on foreign investment to self-creation and from fuel vehicles to intelligent electric vehicles [4]

A股代码：601238 A股简称：广汽集团 公告编号：临2025-053 H股代码：02238 H股简称：广汽集团 广州汽车集团股份有限公司 第七届董事会第7次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 广州汽车集团股份有限公司（简称"本公司"或"公司"）第七届董事会第7次会议于2025年7月25日(星期 五)以通讯方式召开。本次会议应参与表决董事10人，实际参与表决董事10人。本次会议的召集、召开 符合《中华人民共和国公司法》《广州汽车集团股份有限公司章程》《广州汽车集团股份有限公司董事 会议事规则》的相关规定，所做决议合法有效。经与会董事投票表决，审议通过了如下事项： 二、审议通过了《关于修订〈广州汽车集团股份有限公司投资管理办法〉的议案》。 一、审议通过了《关于证券事务代表变更的议案》。 表决结果：同意10票，反对0票，弃权0票。 因工作调整，刘东灵先生不再任公司证券事务代表，会议同意聘任陈剑先生为公司证券事务代表（简历 及联系方式请见附件）。 特此公告。 陈剑先生已取得上海证券交易所颁发的董事会秘书任 ...

美国加州监管机构表示，特斯拉(TSLA.O)计划为员工的朋友、家人和部分公众提供包车服务。 ...

Core Insights - The recent evaluation of advanced driver-assistance systems (ADAS) by Dongche Di sparked significant discussion, revealing that the average pass rate for nearly 40 tested models was only 35.74% across 15 simulated high-risk scenarios [1][3] Group 1: Test Results and Industry Response - Dongche Di's program tested over 40 models from popular brands, including Tesla, NIO, and BYD, in various urban and highway scenarios, with a disappointing overall performance [1] - Tesla's Model X and Model 3 performed notably well, passing 5 out of 6 highway scenarios and 8 out of 9 urban scenarios, respectively [3] - Tesla CEO Elon Musk claimed that the company achieved the "highest score" in the tests despite lacking local training data, emphasizing ongoing improvements in safety standards [3][6] Group 2: Industry Perspectives - Various automotive companies, including AITO and Zhijie, declined to comment on the evaluation results, indicating a cautious approach to public relations [8] - Lantu Automotive's executive highlighted the common technical challenges faced by the industry, particularly in extreme scenarios, and stressed the need for improved reliability in ADAS technology [9][10] - The evaluation results prompted Dongche Di to clarify that the tests were not meant for ranking but to educate consumers about the limitations of ADAS and the importance of driver responsibility [12][13] Group 3: Regulatory and Safety Considerations - The Chinese authorities reiterated that current ADAS systems do not equate to fully autonomous driving, emphasizing that drivers remain the primary responsible party [13][14] - The government plans to enhance regulations surrounding ADAS, including clearer definitions of system capabilities and responsibilities for manufacturers [14][15]

Core Viewpoint - The evaluation of advanced driver assistance systems (ADAS) by Dongche Di has sparked significant discussion, revealing that the average pass rate for nearly 40 tested models is only 35.74% across various simulated high-risk scenarios [2][17]. Group 1: Evaluation Results - Dongche Di's program tested over 40 models from popular brands, including Tesla, in 15 high-risk driving scenarios, with a disappointing average pass rate of 35.74% [2]. - Tesla's Model X and Model 3 performed notably well, passing 5 out of 6 highway scenarios and 8 out of 9 urban scenarios for Model X, while Model 3 passed 5 [4]. Group 2: Industry Reactions - Elon Musk claimed Tesla achieved the "highest score" in the tests despite lacking local training data, emphasizing the company's commitment to improving safety standards [4][9]. - Tesla's VP, Tao Lin, stated that the focus should remain on safety rather than rankings, highlighting the ongoing pursuit of higher safety standards [8]. Group 3: Industry Challenges - Lantu Automotive's CBO pointed out that the testing reflects common technical bottlenecks in the industry, particularly in high-speed avoidance and recognition of non-standard obstacles [13]. - The industry is transitioning from hardware competition to software reliability, necessitating improvements in technical capabilities [13]. Group 4: Regulatory Insights - The Chinese Ministry of Public Security clarified that current "smart driving" systems do not equate to full automation, emphasizing that drivers remain responsible for vehicle operation [17][19]. - The ministry plans to enhance management of car manufacturers, legal frameworks, and public awareness regarding the limitations of ADAS [18][19].