Workflow
乾崑智驾
icon
Search documents
华为靳玉志:乾崑智驾已合作28款车型搭载量突破100万辆,L3将在2027年规模放量
Xin Lang Ke Ji· 2025-09-28 13:00
靳玉志还就汽车产业的发展趋势提出"三波浪潮"观点,指出产业正加速迈向具身智能时代:第一波是电 动化浪潮(2015-2022),电力代替燃油,出行成本得到大幅降低;第二波是智能化浪潮(2022- 2027),算法替代司机,安全和体验得到大幅提升,更多释放人驾的时间,降低事故隐患,挽救生命; 第三波,从2027年开始,将迎来自动化浪潮,将重新定义安全和体验标准,打造智能移动新空间,整体 提升交通出行效率和社会效率,让生活更加美好。 在技术发展路径上,靳玉志介绍了华为乾崑的阶段性规划。2025年,ADS 4系统首发面向L3技术架构的 高速商用解决方案,具备高速L3试点商用能力及城区L4测试能力;2026年,在法规允许前提下,力争 实现高速L3规模商用及城区L4商用试点;2027年,随着高速与城区NCA功能普及,L3将实现规模放 量,城区L4进入商用阶段,Robotaxi与干线物流逐步落地,全面开启载人&载物的无人化新时代。 责任编辑:何俊熹 新浪科技讯 9月28日晚间消息,在2025世界新能源汽车大会期间,华为智能汽车解决方案BU CEO靳玉 志受邀出席"前瞻科技与融合创新"主题论坛,分享了对汽车产业发展趋势的洞察 ...
上汽通用五菱:智能岛制造体系(I²MS) 造就智能好车宝骏华境S
Cai Jing Wang· 2025-09-25 07:33
通过六大创新,智能岛制造体系(I²MS)总装自动化率达到行业领先的50%,生产效率提升 30%、物流效率提升80%、制造周期缩短33%,支持20多种不同 车型共线生产,并实现产品全生命周期数据100%可追溯。 上汽通用五菱表示,其全球首创智能岛制造体系(I²MS),具备"工艺可解耦、产线可重构、产能自适应、数据可增值、系统可进化、模式可拓展"六大创新 之处。 作为宝骏汽车全新旗舰大六座SUV,宝骏华境S是上汽通用五菱与华为深化合作的首款车型,集成上汽通用五菱的最新科技成果,同时融合华为乾崑智驾、 鸿蒙座舱、乾崑车云等先进技术。 上汽通用五菱表示,依托智能岛制造体系(I²MS),宝骏华境S在质量和品质方面达到新高度,实现底盘一致性达98%,零件装配精度达到0.1mm 级别,错 装率低至0,升级用户驾乘体验;还实现了多种配置快速生产,可以精准响应用户个性化需求并大幅缩短提车周期。 ...
高端市场,中国品牌也能讲“成功学”了!
Hua Er Jie Jian Wen· 2025-09-24 04:44
Core Insights - The AITO M9 has captured 70% of the market share for new energy vehicles priced above 500,000 yuan in China, significantly impacting the sales of traditional luxury brands like BMW, Mercedes-Benz, and Audi, which have all seen declines of over 10% in sales [1][3] - The decline in profit margins for these luxury brands, such as BMW's net profit margin dropping by 26% year-on-year in Q1, is attributed to weakened product competitiveness and increased pressure from the AITO M9's advanced features [1][3] - The AITO M9 is not only dominating sales but is also reshaping consumer perceptions of luxury vehicles, positioning itself as the default choice for consumers in the high-end market [3][7] Market Dynamics - In 2022, traditional luxury brands held a 93.5% market share in the luxury car segment, but the launch of the AITO M9 marked a turning point, challenging the status quo and redefining consumer expectations [3][7] - The AITO M9's success is driven by its advanced technology, such as the HarmonyOS cockpit and intelligent driving features, which appeal to consumers seeking a modern luxury experience [12][13] - The vehicle's strong performance in resale value and customer recommendation ratings further solidifies its position in the market, indicating a shift in brand perception towards AITO [7][15] Brand Strategy - The recent launch of the new "Silver Purple" exterior color aims to attract younger consumers, enhancing the AITO M9's appeal as a symbol of individuality and taste [10][12] - The AITO M9 continues to innovate with over 50 new features introduced, reinforcing its status as a technology flagship and expanding its competitive edge in the luxury vehicle market [12][13] - The brand's strategy focuses on creating a closed-loop logic of sustained sales and continuous evolution, which not only benefits the AITO M9 but also enhances the overall brand equity of AITO [13][15]
高端市场,中国品牌也能讲“成功学”了!
华尔街见闻· 2025-09-24 04:27
让 24万车主坐得稳的问界M9,终究还是让BBA们坐不住了。 在中国,如今每卖出 10辆50万以上的新能源车,就有7辆是问界M9。与这形成强烈反差的是,绝大多数豪华品牌在国内市场,都有着较明显的同比下降 趋势,以BBA发布的半年销量为例,跌幅全都在10%以上。坏消息是,这还不是最坏的消息:对于BBA而言,比起销量下跌,更让人头疼的是利润率的下 降,以Q1的财报为例,宝马的净利润率同比下降26%……而利润下降的部分原因,正是因产品竞争力走弱,所引起的连锁反应—— 在辅助驾驶、智能座舱和新潮设计,这些 "科技与狠活"的猛烈冲击上,留给BBA销售们说服消费者的理由,似乎就只剩降价了,而这让BBA原本引以为傲 的基本叙事逻辑发生崩塌,国内高端市场的战况也就"倒反天罡"地变成了:问界M9各种秀,不止BBA在承压。 然而,问界 M9的野心似乎不止于此。 赢得市场 让我们把时间拨回 2022年,彼时,根据乘联会的数据,主流高端豪华品牌奔驰、宝马、奥迪、保时捷和路虎共同占据了当年93.5%的豪华车市场份额, 几近垄断整个市场。要知道,彼时的国内市场已经不缺揭"电动化"为旗、斩"智能化"为兵的所谓中国高端品牌,但并未能成功扭转 ...
六大创新!智能岛制造体系(I²MS)造就高品质智能宝骏华境S
电智化时代,用户需求向多样化、个性化与智能化转变,汽车更新换代速度不断加快。传统流水线生产模式因产线单一切换慢、成本高、产能爬坡迟缓、质 量稳定性差等诸多问题,已无法满足用户需求的快速迭代。面对行业困局,上汽通用五菱智能岛制造体系(I²MS),以"工艺可解耦、产线可重构、产能自 适应、数据可增值、系统可进化、模式可拓展"六大技术,打造全新智能宝骏华境S。 智能岛制造体系(I²MS)将百年串联式流水线工艺进行解构与重组,创新打造以"智能岛"为核心的并联式柔性生产线,实现工艺可解耦,开创岛式汽车生产 工艺。该体系采用动静态结合的工位布局,动态工位节拍可调、工位节距灵活可变,真正做到产线可重构,高效满足多车型快速切换的需求;静态复杂工位 独立为"智能岛",可在不中断生产的前提下灵活扩展、增减工位及装配岛,实现产能自适应,全面释放工厂生产潜能。自研卓越运营数字化平台 (EODP),同时集成华为的高可靠生产网络、AI与大数据等技术,打通研发、供应、制造、营销全链路数据,可根据市场需求动态调整人员、物料及供应 链资源,充分释放数据增值潜力,实现产销平衡与资源最优配置。自研卓越运营大模型(EOAI),深度融合EODP的大数 ...
2025年全球智能汽零市场规模将突破千亿美金,“启境”品牌正式官宣 | 投研报告
Core Viewpoint - The automotive industry is entering a peak consumption season, with strong promotional activities from dealers and an expected increase in consumer demand, leading to a forecast of 2.2 million units in passenger car sales for September [1][3]. Market Review - The automotive sector saw a weekly increase of 3.50%, with the auto parts sub-sector performing the best at +5.25%. In comparison, the overall A-share market declined by 0.33% [2]. - The average daily wholesale volume for domestic passenger car manufacturers from September 8 to September 14 was 66,600 units, a year-on-year decrease of 1.00%, while the average daily retail volume was 61,100 units, a year-on-year increase of 1.00% [2]. Weekly Insights - The China Automobile Dealers Association predicts that September's total passenger car sales will reach 2.2 million units, driven by the "Golden September and Silver October" consumption peak and the dual holiday effect of the Mid-Autumn Festival and National Day [3]. - The Ministry of Industry and Information Technology is soliciting public opinions on mandatory national standards for intelligent connected vehicles, which aims to enhance safety requirements for these vehicles [4]. - The global market for intelligent driving components and systems is expected to exceed $100 billion this year, with China's market projected to reach around $50 billion [4]. Investment Recommendations - Companies involved in intelligent vehicle technology and those with potential overseas sales should be considered for investment [6]. - Recommended vehicle manufacturers include BAIC Blue Valley, Great Wall Motors, and GAC Group, while recommended auto parts companies include Songyuan Safety, Zhejiang Xiantong, and Lingyun Co., among others [7].
华为车BU全栈合作广汽丰田,首款硬派SUV落地享界
Jing Ji Guan Cha Bao· 2025-09-16 04:46
Core Insights - Huawei's Car BU is upgrading its collaboration with GAC Toyota to a full-stack solution, planning to launch three new vehicles within two years [1] - The two models set to be released in 2027 will fully integrate the QianKun intelligent driving system and HarmonyOS cockpit [1] - In the HarmonyOS intelligent driving segment, the company plans to introduce MPV and SUV models next year, with the MPV targeting the Toyota Alphard [1] - The company also plans to launch a major facelift of the S9 and an MPV under the Enjoy brand, with the first rugged SUV from HarmonyOS intelligent driving expected to debut later next year [1]
华为,最新签署
Mei Ri Jing Ji Xin Wen· 2025-09-07 01:31
Group 1 - SAIC-GM-Wuling and Huawei have upgraded their strategic partnership to deepen cooperation in areas of assisted driving, intelligent cockpit, and smart manufacturing [1] - The collaboration aims to jointly develop new models equipped with Huawei's advanced intelligent technologies, promoting high-quality development in the automotive industry's intelligence and connectivity [1] Group 2 - FAW Hongqi has officially partnered with Huawei, planning to launch models utilizing Huawei's full-stack solutions by 2026, starting with the Hongqi 9 series [3] - This partnership indicates that major state-owned automotive groups in China are joining Huawei's ecosystem, enhancing their competitive edge in the market [3] Group 3 - Traditional automakers possess mature supply chain systems and extensive vehicle development experience, but struggle to adapt to the fast-evolving demands of software-defined vehicles [4] - Huawei's strengths lie in its robust ICT technology foundation, including chips, computing power, operating systems, communication, and AI algorithms, enabling rapid software ecosystem development and iteration [5] Group 4 - The collaboration with Huawei is seen as a pragmatic choice for automakers in the current competitive environment, as failing to partner with a strong technology provider could lead to losing market share [5] - The long-term strategy regarding self-developed intelligent driving and cockpit technologies will depend on each automaker's strategic positioning and technological commitment [5]
深蓝汽车人事调整:邓承浩任董事长 姜海荣任CEO
Mei Ri Jing Ji Xin Wen· 2025-09-05 09:37
Group 1 - The former CEO of Deep Blue Automotive, Deng Chenghao, will now serve as the chairman, while Jiang Hairong, the former CMO of Honor in China, will take over as CEO [1] - Jiang Hairong has extensive experience in market branding and ICT product development, which is crucial for Deep Blue Automotive as it aims to increase its sales [1] - Deep Blue Automotive's delivery volumes for July and August were 27,200 and 28,200 units, representing year-on-year growth of 62% and 40% respectively, with a sales target of 180,000 to 200,000 units for the second half of the year [1] Group 2 - Deep Blue Automotive is expected to achieve breakeven when monthly sales reach 30,000 units, a target anticipated to be met this year [3] - The company has signed a comprehensive deepening business cooperation agreement with Huawei to enhance collaboration in the smart connected vehicle sector [3] - Deep Blue Automotive is undergoing significant personnel adjustments, coinciding with broader changes within Changan Automobile, affecting multiple core brands [3] Group 3 - The second-generation products of Deep Blue Automotive are currently under development, with plans to launch in 2026 and a goal to introduce 30 models by 2030 [4] - Changan Automobile aims to achieve annual sales of 5 million units by 2030, with Deep Blue Automotive responsible for 2 million units of that target [4]
深蓝汽车人事调整:邓承浩任董事长,姜海荣任CEO
Mei Ri Jing Ji Xin Wen· 2025-09-05 09:33
Group 1 - The core viewpoint of the news is the leadership change at Deep Blue Automotive, with Jiang Hairong appointed as CEO and Deng Chenghao becoming the chairman, indicating a strategic shift in management to enhance market performance [1][4] - Jiang Hairong has extensive experience in marketing and product management, particularly in the ICT sector, which is crucial for Deep Blue Automotive as it aims to increase its sales during a growth phase [1] - Deep Blue Automotive's delivery volumes for July and August were reported at 27,200 and 28,200 units respectively, showing year-on-year growth of 62% and 40%, with a sales target of 180,000 to 200,000 units for the second half of the year [1] Group 2 - Long-term plans for Deep Blue Automotive include the development of its second-generation products, with a target to launch 30 models by 2030 [4] - The company is part of a broader personnel restructuring within Changan Automobile, which is also affecting other key brands like Avita and Changan Ford [4] - Changan Automobile's strategy aims for an annual sales target of 5 million units by 2030, with Deep Blue Automotive expected to contribute 2 million units to this goal [4]