关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 今日新闻要点： 1 、 智己汽车发布"恒星"超级增程技术 8 月 1 日，智己汽车首发上汽自研的增程技术——"恒星"超级增程，正式进军增程市场。搭载这一技术的智己首款增程车型为新一代智己 LS6 ，将于 8 月 15 日全球首秀，定位豪华旗舰车型的直接 LS9 计划于今年四季度公布。 恒星超级增程采用行业最大" 66kWh 800V 增程电池方案"， CLTC 纯电续航超 450 公里。其电池为智己汽车联合宁德时代共同开发的"超级骁遥 MAX 电 池"，所采用的 800V 超快充高压平台，峰值充电功率 268kW ， 15 分钟续航里程增加 310 公里（ CLTC ）。 恒星超级增程搭载 1.5T 增程专属发动机，亏电油耗 5.32L/100km 亏电油耗，综合能耗 2.07L/100km ，且增程系统搭载 AI 能源管理系统，智能调配最佳 储备功率，综合续航可超 1500km （ CLTC ）。 智己汽车发布"恒星"超级增程技术； 东风整 ...

（文章来源：中国经营报） 受访专家认为，今年以来，中央和部委层面多次强调治理低价无序竞争，中央政治局会议再次强调这一 问题，显示出国家"反内卷"的决心。 远东资信首席宏观研究员张林对《中国经营报》记者表示，随着光伏、锂电、新能源汽车等领域出现 的"内卷式"竞争，本次会议延续了7月的中央财经委会议精神，进一步强调要发展新质生产力也要符合 市场秩序，特别是要通过全国统一大市场建设，减少各地的低价竞争与同质化投资现象。 在粤开证券首席经济学家罗志恒看来，当前"反内卷"不能"一刀切"。本轮"内卷式"覆盖的行业更广，并 非主要集中在钢铁、煤炭等上游行业，同样也出现在新能源车、锂电池、光伏等下游行业。"基于这些 情况，我建议'反内卷'要精细化分类施策。一方面，对于传统产业，严控新增产能，鼓励企业进行错峰 生产或自愿减产。另一方面，对于新兴产业，由于其技术迭代速度较快，不宜采取'大刀阔斧'的行政干 预，要提高对企业创新的支持力度，帮助企业突破技术周期，同时支持行业进行并购重组，畅通市场化 退出机制。"罗志恒说。 财信金控首席经济学家伍超明认为，破"内卷"、去产能，是让低效产能出局，而不是让某一类企业出 局，其目的是激发所有 ...

Group 1 - The European Union (EU) is criticizing China for "overcapacity" in industries like new energy and steel while simultaneously demanding that China lift export restrictions on rare earth minerals, highlighting a double standard in their approach [3][8][9] - China holds approximately 87% of the world's rare earth resources, which are essential for various high-tech applications, indicating a significant leverage in global supply chains [5][6] - China's response to the EU's demands emphasizes the importance of regulating rare earth exports to protect national resources, asserting that market demand will dictate production capacity rather than external pressures [9][10] Group 2 - In 2022, China's exports of new energy vehicles to the EU increased by 35%, suggesting that European consumers prefer Chinese products despite claims of overcapacity [8] - The EU's request for China to take on "great power responsibility" for global supply chain stability is seen as hypocritical, given past instances where the EU did not advocate for such responsibilities when benefiting from cheap Chinese rare earths [3][6] - The current situation reflects a shift in power dynamics, with China now in a position to negotiate from strength regarding its rare earth resources, contrasting with previous times when it faced technology restrictions from the EU [10]

以下文章来源于定焦One ，作者定焦One团队 定焦One . 深度影响创新。 来源丨定焦 作者丨金玙璠 编辑 丨魏佳 8月1日，车企2025年下半年首份月销量榜单如期揭榜，其中，新势力排名再次洗牌。 | | | 2025年7月新势力交付榜 | | 定焦One( | | --- | --- | --- | --- | --- | | 排名 | 品牌/企业 | 交付量(辆) | 同 同比 | 环比 | | 1 - | 零跑 | 50129 | +127% | +4% | | 2 | 同界 | 40753 | -6% | -9% | | 3 | 小鹏 | 36717 | +229% | +6% | | ব | 理想 | 30731 | -40% | -15% | | 5 | 小米 | >30000 | +121% | +20% | | 6 | 深蓝 | 27169 | +63% | -9% | | 7 | 埃安 | 26557 | -25% | 34% | | 8 | 蔚来汽车 | 21017 | +3% | -16% | | 9 | 极氪 | 16977 | 8% | 2% | | 10 | 方程豹 | 141 ...

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 在经历了数年的高速扩张后，中国的新能源汽车及锂电池产业链正进入一个大规模整合的全新阶 段。行业内部此前激烈的价格战正在退潮，取而代之的是一场以 " 战略性重组与专业化整合 " 为 核心的深刻变革。 这场变革贯穿产业链始终，从下游的整车制造，到上游的碳酸锂生产，其核心目标是优化资源配 置，提升产业整体竞争力。 下游的汽车制造业最先感受到了这股整合浪潮。 7 月底，中国长安汽车集团有限公司正式成立，成为一家独立的汽车央企。此举标志着汽车行业国 家队层面的战略性重组迈出关键一步。 该公司董事长朱华荣公布了明确的目标：到 2030 年，集团产销规模达到 500 万辆，其中新能源 汽车占比超过 60% 。 ...

Core Viewpoint - The article discusses the competitive landscape of the high-end electric vehicle (EV) market in China, particularly after the penetration rate of new energy vehicles (NEVs) surpassed 50%. The focus is on the strategies of automakers to capture the market above 300,000 yuan, where fuel vehicles still dominate, and the emergence of "super range extension" and "high-end pure electric" models as key strategies for growth [2][4][5]. Group 1: Market Dynamics - The market is experiencing a battle for the "post-50%" incremental market, particularly in the high-value segment where fuel vehicles still hold a significant share [2]. - The share of new energy vehicles in the 300,000 yuan and above segment is approximately 40%, which includes a substantial number of hybrid models [2]. - The high-end pure electric SUV market shows considerable potential, as evidenced by the rapid order volume for models like the AITO M8 [5]. Group 2: Strategic Differentiation - Automakers are adopting two main strategies: "super range extension" through larger battery packs and ultra-fast charging, and direct competition in the high-end pure electric SUV market [4][5]. - The "super range" strategy aims to blur the lines between range-extended and pure electric vehicles, with companies like Zhiji and Zeekr introducing models with significant battery capacities [4]. - The high-end pure electric SUV segment is being targeted by brands like Li Auto and Audi, indicating a shift in consumer demand towards premium electric offerings [5]. Group 3: Technological Foundations - Both strategies rely on a common technological foundation of high-capacity, high-rate fast-charging batteries [6]. - Consumer "charging anxiety" has been a significant barrier to the growth of high-end pure electric vehicles, with hybrid models currently dominating the market [7]. - New models like the Li i8 and AITO M8 are equipped with large capacity batteries, indicating a trend towards higher energy density and faster charging capabilities [7][8]. Group 4: Industry Implications - The competition in the high-end market is opening new opportunities for the battery supply chain, particularly for companies that can deliver high-performance batteries [8]. - The demand for high energy density, fast-charging, and safety in batteries is creating high entry barriers, leading to market consolidation around leading battery manufacturers like CATL [8]. - The ongoing transformation in the automotive market is reshaping the value and structure of the upstream battery industry, with a focus on differentiated products that meet the evolving needs of high-end electric vehicles [8].

Core Viewpoint - The foreign trade sector in Changsha is a significant driver of economic growth, showing resilience and upward momentum despite external pressures, with notable increases in both volume and quality of trade activities in the first half of the year [1][9]. Group 1: Trade Performance - In the first half of the year, Changsha's total import and export volume reached 1367.6 billion yuan, marking a 1.2% year-on-year increase and accounting for 52.1% of the province's total trade [1]. - In June alone, the import and export volume was 276.6 billion yuan, reflecting a 13.5% growth and reaching a two-year high [1]. - Changsha engaged in trade with 221 countries and regions, with nearly 60% of these partnerships showing growth, an increase of over 40 compared to the previous year [2]. Group 2: Sector-Specific Growth - The health industry, represented by Hunan Aichen Technology Group, reported a 30% annual sales increase, exporting to over 100 countries [2]. - The export of "new three samples" products, including electric vehicles, lithium batteries, and photovoltaic products, reached 77.4 billion yuan, a 77.5% increase, with electric vehicle exports alone totaling 51.6 billion yuan, up 68.3% [5]. - Traditional export products like engineering machinery and fireworks also saw stable growth, with increases of 0.9% and 25.1% respectively [6]. Group 3: Trade with Africa - Changsha's trade with Africa reached a historical high in the first half of the year, with a total of 151.9 billion yuan, a 59.5% increase [8]. - Exports to Africa amounted to 99.5 billion yuan, growing by 38.6%, while imports surged by 123.9% to 52.4 billion yuan [8]. - Notable increases in imports from Africa included sesame (7227.1 million yuan, up 79.2%), fish products (3119.8 million yuan, up 142.6%), and coffee (669.2 million yuan, up 199.9%) [8]. Group 4: Policy Support and Initiatives - Changsha has implemented a series of measures to stabilize foreign trade, including the "2025 Stabilizing Foreign Trade Ten Measures" policy framework, which encompasses market expansion and trade promotion [9]. - The city has organized activities to assist 40 enterprises with financing and other operational challenges, facilitating a credit provision of 2.075 billion yuan for foreign trade companies [9].

8月1日，东风汽车整合架构后成立的全新科技品牌——奕派科技，在武汉发布了旗下首款战略车型2026款eπ008六座版。这款聚焦家庭出行场景的六座 SUV，以108项细节升级诠释"大舒适家"理念，更以自身的亮点和改变，生动诠释了东风汽车在当下时代的转型新逻辑。 奕派科技——东风汽车自主破局的战略引擎 2025年，新能源市场的发展盛况哪怕是用"日渐蓬勃"一词都已经无法完全概括。新能源渗透率已然突破60%，新车型层出不穷。同时，新能源市场也逐渐 走向成熟，部分市场已经从之前的蓝海慢慢走向存量竞争。而在这种情况下，相比新势力品牌凭借灵活机制抢占市场的挑战，传统央企却面临"大而慢"的 转型桎梏。 面对挑战，东风集团显然选择了主动出击、自主求变。今年6月26日，东风汽车集团有限公司召开了东风汽车集团股份有限公司奕派汽车科技公司成立大 会，这意味着在东风集团内部大乘用车体系的整合进入到新阶段，标志着东风从"多线作战"到"握拳出击"的战略转身。通过将风神、奕派、纳米三大品牌 纳入协同矩阵，整合商企、研发、生产、供应链、销售及服务等全价值链的优质资源，通过资源共享实现研发效率提升，以更好地应对市场的不断变化。 而奕派科技成立后的 ...

【文/观察者网 潘昱辰 编辑/高莘】8月1日，智己汽车发布恒星超级增程技术，宣告这一过去只生产纯 电动车型的新能源品牌，正式投入插电混动（增程式）路线。搭载这一技术的智己首款增程车型——新 一代智己LS6，将于8月15日开启预售；大型SUV智己LS9也计划于今年第四季度亮相。 智己汽车成立于2020年末，是上汽集团旗下的高端新能源汽车品牌，早期只推出纯电动车型，且定位在 30万元以上。 恒星超级增程技术发布会 智己汽车 恒星超级增程采用智己与宁德时代共同开发的"超级骁遥MAX电池"，电量达到66kWh，CLTC纯电续航 里程超过450km，超过现有产品的最高水平。 同时，恒星超级增程配备800V超快充高压平台，峰值充电功率为268kW，15分钟可补充310km的CLTC 续航里程。 智己与宁德时代合作的66kWh增程电池 智己汽车 恒星超级增程搭载的Zephyr 1.5T 增程发动机，亏电油耗为5.32L/100km，油电综合能耗为 2.07L/100km，且该增程发动机支持92号汽油。此外，恒星超级增程还搭载了AI能源管理系统，可智能 调配最佳储备功率。 静谧性方面，恒星超级增程搭载ERNC主动降噪技术，通 ...

2025年7月，中国新能源汽车市场呈现出蓬勃发展的态势，各大车企纷纷交出了亮眼的销量成绩单。比亚迪以344,296辆的销量继 续领跑市场，同比增长0.56%，1-7月累计销量达2,490,250辆，同比增长27.35%。与此同时，其他车企也表现不俗，长城汽车、 吉利汽车、零跑汽车等均实现了不同程度的增长。以下是对7月各车企销量的具体分析： 比亚迪：344,296辆，同比微增0.56% 比亚迪新能源汽车7月销量达344,296辆，较去年同期的342,383辆微增0.56%；1-7月累计销量为2,490,250辆，同比增长27.35%。 吉利汽车：237,717辆，同比增长58% 吉利7月总销量达237,717辆，同比增长58%，展现出多品牌协同发力的增长态势。极氪品牌7月销量为16,977辆，同比微增8%； 1-7月累计销售107,717辆，同比增长4%。银河系列7月销量95,043辆，同比暴涨237%，成为拉动吉利品牌增长的核心动力。 长城汽车7月总销量达104,372辆，同比增长14.34%，1-7月累销674161辆，同比增长3.57%；新能源车型7月销售34,593辆，占集 团总销量的33.1%，1-7 ...