不仅宝马，在今年上海国际车展上，跨国车企频繁联手中国智驾企业。其中，通用别克、一汽丰田、本田中国、凯迪拉克、上汽奥迪，均宣布与Momenta达 成战略合作，一时间这家智能辅助驾驶解决方案公司成为车展上的"明星企业"。"今年将全面部署L2城区辅助驾驶技术。"别克品牌相关人士透露，基于与 Momenta的深入合作，别克L2城区辅助驾驶技术采用一段式端到端大模型，采用数据驱动和实车验证结合的严苛准出管理，做到无需依赖高精地图。 此外，作为头部科技企业的华为，也备受跨国车企追捧。今年，丰田全球首发的铂智7车型，成为丰田首款搭载鸿蒙座舱的D级轿车；全新上汽奥迪A5L Sportback也成为首款搭载华为乾崑智驾技术的燃油车。事实上，早在2019年，奥迪便成为首家与华为达成合作的豪华汽车品牌，通过在智能领域的深度互 融，率先搭载定制化的华为乾崑智驾技术，奥迪积极拥抱中国智驾解决方案。值得一提的是，在今年上海国际车展上，地平线、宁德时代等展台也迎来众多 跨国车企考察团，与展台技术人员进行交流。 随着新能源汽车渗透率攀升，自主品牌早已实现"弯道超车"，而以中国需求、智驾技术为前提的研发与制造正成为跨国品牌转型的新起点，而进一 ...

主机厂电芯采购：兼顾性能和成本 加入社群 1、销量目标：内部目标超450万辆（#按照上半年年完成量来看大概率超，24年401.3万），大 众110，通用55，商用车、海外基地30万。乘用车目标100万辆，出口60（欧洲30） 2、出口：今年出口110万辆往上（24年103.9万），名爵60万，五菱24万，大通10万左右，10 万海外基地，通用6万。欧洲今年零售30万辆。25H1海外批发49，零售57万辆。 3、新车展望：上汽奥迪8-9月A5L开启预售，9月份有E5（智己平台改的）；下荣威半年有M7 DH，偏中高端轿车，名爵有MG4、智己有两款。合资明年针对本土开发车型比较多，大众10款车，2款奥迪的（Q4、 premium（对标奔驰S））。 4、尚界：独立项目，当前核心团队400多人（上汽、华为、社会招聘）。车型：第一款车20万级 别SUV（增程+纯电）25Q4上，明年两款全新研发车型；渠道：会用鸿蒙智行渠道，也会在鸿蒙智行下面做一些专网渠道；节 奏：7月工信部备案，之后官方图片，之后各种活动和仪式，按鸿蒙智行节奏。 往期推荐 添加半仙微信，备注"进群"，邀请你加入锂电行业社群，获得行业最新动态、行业干货报告 ...

Core Insights - The demand for intelligent transformation in the new energy sector is driving technological innovation across the supply chain, with companies like CATL, Huawei, and Horizon becoming key players [1] - The relationship between automakers and suppliers is evolving from a traditional buyer-supplier dynamic to a partnership model, emphasizing the importance of a stable supply chain for market competitiveness [1][3] - SAIC Volkswagen has been a significant influence in optimizing supply chains and fostering technological upgrades in the automotive industry over the past 40 years [2][3] Supply Chain Dynamics - The structure of electric vehicles is more centralized compared to traditional fuel vehicles, leading to a reshaping of the automotive supply chain [3] - Traditional suppliers are actively transforming, while innovative suppliers are emerging, particularly in the fields of power batteries and intelligent driving [3] - The collaboration between automakers and suppliers is evolving into a comprehensive cooperative mechanism that spans research, manufacturing, and service [3] Market Competition - The stability of the supply chain is crucial for the quality of the final product and overall market competitiveness, especially in the context of intense price wars [4] - The Chinese automotive industry is facing challenges from price wars that threaten supply chain stability, as highlighted by the China Association of Automobile Manufacturers [4] SAIC Volkswagen's Strategy - SAIC Volkswagen emphasizes the importance of a stable supply chain as a foundation for development, ensuring product quality consistency through rigorous supplier management [5][6] - The company has achieved significant sales milestones, with over 1.2 million units sold in 2024, and a 15.1% year-on-year increase in June sales [6] - SAIC Volkswagen's reputation for quality has led to a perception of its approved components as "exempt from inspection" by other manufacturers [7] Technological Partnerships - SAIC Volkswagen has formed strategic partnerships with leading technology companies to innovate and provide new intelligent mobility solutions [7] - The company is set to launch new models, including the ID.ERA and upgraded versions of popular models, as part of its multi-brand strategy [8]

在2025年中国车市激战正酣的上半场，上汽交出了一份"三驾马车"齐头并进的答卷：上半年自主品牌强势崛起占比超六成，新能源持续高歌猛进，海外市场 稳步回升向好势头明显。 这份成绩单背后，一场更深层的变革正在上演——上汽正以"刀刃向内"的勇气推动全面深化改革，凭借"自主崛起定义技术高度"与"合资阵营重构产品逻 辑"的双轮驱动模式加速奔跑。 更值得关注的是，上汽联手华为打造的"尚界"项目，正以20万级标配高阶智能辅助驾驶的颠覆性姿态，直击行业"不可能三角"，将城市NOA能力拉入主流消 费区间，上汽不仅在逆势上行，更在智能电动车普及战中引领破局。 "三驾马车"齐头并进 新能源领域同样高歌猛进。上半年，上汽新能源车销量达到64.6万辆，同比大涨40.2%。仅6月份，新能源车销量就达12.1万辆，同比增长29.2%。细分品牌 中，智己汽车6月终端交付量突破6000辆，其"双6系"产品持续热销；上汽乘用车新能源销售1.6万辆，同比增长44.1%；上汽通用五菱新能源更是以7万辆的 单月成绩，实现36%的同比增长。 海外市场在逆风中展现韧性。尽管面临反补贴税，上汽上半年海外市场累计销售仍达49.4万辆，同比增长1.3%，稳步回 ...

Core Viewpoint - The all-new SAIC Audi A5L Sportback has been launched for pre-sale, catering to user demands for performance driving and advanced driver assistance, starting at 260,000 yuan [1][3] Group 1: Product Features - The pre-sale includes five models: Luxury, Prestige Quattro, Limited Edition, and two models equipped with Huawei's advanced driving technology [1][3] - Customers can enjoy multiple limited-time benefits by paying a 5,000 yuan deposit, which can be deducted from the purchase price, including exclusive upgrade packages and maintenance services [3] - The A5L Sportback retains the classic design language of the Audi A5 while incorporating modern elements such as laser radar for enhanced driving assistance [5][9] Group 2: Design and Comfort - The vehicle features an extended body size to meet the needs of Chinese consumers for rear space, while maintaining the golden ratio of 0.59 for the A5 series [5] - The interior includes a new generation of luxury cockpit layout with adjustable panoramic sunroof and high-end seating with multiple comfort features [7] - The sound system is provided by Bang & Olufsen, delivering an immersive auditory experience with 20 high-quality speakers [7] Group 3: Technology and Performance - The A5L Sportback is the first fuel vehicle equipped with Huawei's advanced driving technology, built on Audi's latest luxury fuel vehicle platform [9] - It features 32 high-precision sensors for advanced driving assistance, offering a driving experience comparable to electric vehicles while maintaining the stability of fuel vehicles [9][11] - The vehicle is powered by Audi's latest fifth-generation EA888 engine, achieving a maximum output of 200 kW and utilizing advanced turbocharging and hybrid systems for improved performance and fuel efficiency [11] Group 4: Market Positioning - The A5L Sportback represents Audi's commitment to innovation and luxury, combining German craftsmanship with insights into the specific needs of the Chinese market [13]

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show achieved over 10 billion yuan in pre-order sales, indicating a strong market response amidst a competitive environment [2][3][4] - The auto industry is facing intensified price wars and "involution," prompting calls from industry leaders and associations to halt such practices to protect profit margins and product quality [6][10][11] Group 1: Event Highlights - The auto show featured 112 vehicle brands and 1,039 models, attracting approximately 890,000 visitors and resulting in pre-orders for over 42,800 vehicles, totaling around 10.07 billion yuan [3][4] - Major brands like Audi and BYD showcased new models, with Audi's Q6L e-tron family and BYD's various electric vehicles drawing significant attention [4][5] Group 2: Industry Challenges - The ongoing price wars have led to a decline in profit margins, with the average price of passenger cars dropping by 21,000 yuan year-on-year as of April [10][11] - Industry experts noted that while sales volumes are increasing, profit levels are deteriorating, with a reported 5.1% year-on-year decline in industry profits for the first four months of the year [10][11] Group 3: Responses to Involution - Industry leaders, including executives from NIO and GAC Group, emphasized the need to compete on technology and service rather than price, highlighting the detrimental effects of price wars on long-term sustainability [6][7] - Various industry associations have issued statements against "involution," warning that it could harm consumer rights and overall industry health [11][12]

Core Insights - SAIC Volkswagen reported May sales data, with approximately 87,000 new cars sold, representing a year-on-year increase of 4.3% [1] - The company has implemented a lifetime warranty policy for its entire range of fuel SUVs, which has begun to show positive effects on sales [1] - The total sales for SAIC Volkswagen in the first five months of the year reached around 430,000 vehicles [1] Group 1 - The Tiguan family achieved terminal sales of over 16,000 units in May, while the Tarek family surpassed 12,000 units [1] - The lifetime warranty policy covers a price range of 80,000 to 320,000 yuan and includes various core components without mileage or time limits, but is only available to the first owner of non-commercial vehicles [1] - The policy aims to enhance brand image and sets higher expectations for quality, consistency, and reliability [1] Group 2 - SAIC Volkswagen emphasizes the importance of value over price competition, aiming for a long-term relationship with customers [2] - The Audi brand under SAIC has also seen growth in terminal sales in the first five months of the year, with the launch of the Q6 quattro commemorative edition in May [2] - At the 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show, SAIC Volkswagen showcased several new models, marking the beginning of its "German quality + Chinese wisdom" strategy [2]

Core Insights - The 29th Guangdong-Hong Kong-Macao Greater Bay Area Auto Show was highly successful, attracting over 450,000 visitors and generating more than 4 billion yuan in pre-orders for over 16,000 new cars [1] - Despite the strong attendance, traditional automakers like Mercedes-Benz, BMW, and Audi (BBA) are facing significant sales declines, with each experiencing over a 10% drop in Q1 sales year-on-year [1] - New energy vehicle companies, particularly Xiaopeng, are showing stronger performance, with Xiaopeng's new model generating 20,000 new orders in just one week after its launch [6][7] Group 1: Industry Performance - New energy vehicle companies have achieved over 30% of their annual sales targets by May, with only Xiaopeng meeting the timeline expectations for 2025 [1] - In contrast, traditional automakers like BBA are struggling, with their sales figures declining significantly compared to the previous year [1][2] - The auto show highlighted the need for BBA to innovate in marketing strategies to compete effectively with new energy vehicle companies [6][7] Group 2: Marketing Strategies - BBA's traditional marketing tactics, such as celebrity endorsements and price reductions, are becoming less effective compared to the innovative strategies employed by new energy vehicle companies [2][6] - Xiaomi's unique approach of using limited edition bottled water to attract visitors proved to be more effective than traditional celebrity endorsements [4][6] - Xiaopeng's successful use of celebrity endorsement with Ouyang Nana significantly boosted its visibility and sales, demonstrating the importance of effective marketing in the current competitive landscape [6][7] Group 3: Product Development - Mercedes-Benz and Audi showcased their latest localized products at the auto show, while BMW struggled to present compelling new offerings beyond price cuts [7][12] - Audi's new E5 Sportback and Mercedes-Benz's long-wheelbase CLA are positioned to enhance their market presence with advanced technology and local partnerships [9][11] - BMW's new models, including the X3, are facing declining sales and significant discounts, indicating a need for a complete overhaul of their product strategy [12]

Group 1 - The core viewpoint of the articles highlights the launch of new models by SAIC Audi, including the A5L Sportback and E5 Sportback, showcasing their dual-brand strategy aimed at covering various segments of the luxury market [2][3] - The A5L Sportback is the first fuel vehicle equipped with Huawei's advanced driving technology, featuring 32 high-precision sensors that provide a driving experience comparable to electric vehicles [2][3] - The E5 Sportback represents the first mass-produced vehicle under the new AUDI brand, integrating Audi's luxury heritage with global innovation and Chinese smart electric technology, catering to the upgrading demands of the Chinese electric vehicle market [3] Group 2 - SAIC Audi plans to launch multiple new models based on the Premium Platform Combustion (PPC) luxury fuel vehicle platform over the next two years, focusing on high-level assisted driving features to strengthen its position in the luxury fuel vehicle market [4] - In the new energy sector, the AUDI brand will accelerate the development of a product matrix covering various market segments to meet the diverse needs of Chinese consumers for high-end electric mobility [4]

Core Viewpoint - SAIC Group is undergoing a significant transformation in the automotive industry, marked by the launch of the world's largest car carrier, the Anji Ansheng, which symbolizes the company's commitment to expanding its global footprint and enhancing its overseas development prospects [1] Group 1: Organizational Evolution - The reverse growth of SAIC Group is driven by a profound organizational revolution initiated in 2024, focusing on integrating core businesses of its self-owned brands into a "large passenger vehicle" segment to maximize resource efficiency and effectiveness [2] - The establishment of the "large commercial vehicle" segment centered around SAIC Maxus aims to consolidate commercial vehicle resources and implement a globally advanced development strategy [2] - In the first quarter, self-owned brand sales reached 601,000 units, accounting for 63.6% of total sales, reflecting a qualitative change in resource allocation efficiency [2] Group 2: Technological Innovation - SAIC has invested heavily in R&D, creating a competitive moat with breakthroughs such as the Intelligent Cockpit system and the world's most efficient hybrid engine, showcasing its leadership in the integration of mechanical and electrical systems [6][10] - The company is leveraging its partnerships in the joint venture sector to enhance its technological capabilities, with SAIC Volkswagen and SAIC Audi launching innovative products that integrate advanced technologies [8] - The development of solid-state batteries with a 400Wh/kg energy density and a 30% cost reduction is set to revolutionize the battery competition landscape [10] Group 3: Ecological Reconstruction - The launch of the SAIC Shangjie brand represents a shift from product competition to ecological competition, emphasizing deep collaboration with Huawei in smart vehicle technology [12] - User engagement initiatives, such as the "Original Stone Valley" blockchain system, are transforming vehicles into mobile smart terminals and digital living spaces, creating a closed-loop ecosystem [12] Group 4: Global Expansion - SAIC's "Glocal" strategy has led to a 38% year-on-year increase in overseas retail sales in the first four months, with a 28% share of new energy vehicles, demonstrating the effectiveness of localized strategies [13][15] - The company has established a comprehensive global automotive supply chain, entering over 100 countries and regions, and plans to launch 17 new overseas models in the next three years [15] - SAIC's flexible supply chain strategy, including the establishment of charging networks in Southeast Asia and joint R&D centers in Europe, is turning geographical risks into competitive advantages [15] Conclusion - With 70 years of automotive experience and innovative spirit, SAIC is proving that the transformation of traditional automakers is a comprehensive revolution encompassing strategy, technology, organization, and ecology, positioning itself for high-quality growth in the intelligent electric vehicle sector [16]