最近，热浪席卷武汉。而7月12日举办的岚图用户之夜暨岚图FREE+上市发布会气氛同样炽热。战略产品FREE+上市15分钟锁单破万、全新知音 亮相、品牌主张焕新……在新能源战场刺刀见红的2025年，岚图以一场发布会展现了破局的锐气与底气。发布会后，岚图汽车科技有限公司CEO 卢 放与岚图汽车CBO、销售公司总经理邵明峰，接受了记者的专访，系统阐述了岚图如何将"用户型科技企业"理念从口号转化为订单与口碑。 以用户为中心，"听劝"是方法论 "岚图从成立之初起，就是要成为一家'用户型科技企业'。"对于这一自我定位，卢放一直反复强调。成立5年来，岚图"以用户为中心"的理念从未改变， 但实现路径不断进化。归根结底，用两个字形容就是——"听劝"。 而邵明峰则将用户沟通视为日常，他周末常去门店当销售。"当了销售就知道用户要的是产品功能带来的真实需求和情绪价值。"这种直接接触让岚图的 销售团队明白，真诚是最好的流量密码。而真诚的效果也体现在数据上，FREE+预售期间，门店日均客流从5-6批激增到了25批。 版 技术加速落地，效率决定产品竞争力 作为岚图与华为深度合作的里程碑产品，岚图FREE+全系标配华为乾崑智驾ADS4.0与 ...

未经许可，不得转载或者引用。 投资要点 华为汽车业务核心竞争力来源于【华为价值观：以客户为中心+以奋斗者为本+以价值为 纲】。 区别于其他车企，华为汽车业务是依托于其ICT领域的技术底座，而且从方法论角度华为是具 备三大体系化能力【IPD（研发）+ISC（供应链）+IPMS（营销与销售）】。这些能力的构建 是华为以通信行业起家经历了"从模仿创新到引领创新"的蜕变，而且从通信到手机业务的成功 复制。 华为在汽车行业的定位我们认为是"帮助车企造好车、卖好车"。 智选模式和HI模式我 们认为最终都是殊途同归，借助华为强大的技术底座能力去赋能中国车企做大做强。 复盘总结2020-2025年华为汽车业务：智选模式发展好于HI模式。 背后原因在于过去5年汽车接受智能手机方法论洗礼的阶段（或理解为降维打击），智选模式 华为与合作伙伴（以赛力斯为代表）的效率是最高，且成功抓住了汽车高端市场的发展契机。 而智选模式内部的差异来源于：越高端市场对原创新要求越高，颠覆外资品牌难度系数越大， 或需要更多时间的沉淀。 展望2025-2030年华为汽车业务：打造算力-算法-数据的商业闭环。 未来5年汽车是智能化时代，智能汽车不是简单的智 ...

Core Insights - Lantu Automotive has officially launched the pre-sale of its new model, Lantu FREE+, starting at 229,900 yuan, with pre-sale benefits valued at 21,000 yuan, including deposit incentives and configuration upgrades [1] - The Lantu FREE+ represents a significant technological advancement for the brand, integrating Huawei's smart ecosystem and aiming to position itself among the top three in the mid-to-large electric SUV market [1][14] User-Centric Development - Lantu positions itself as a "user-centric technology enterprise," emphasizing a culture of listening to user feedback, which has been integral to its product development strategy [3][5] - The development of Lantu FREE+ involved extensive user collaboration, with 1,366 upgrades based on user feedback, showcasing the brand's commitment to continuous improvement [5][8] Technological Equity - Lantu aims to democratize high-end technology, making premium features accessible to a broader audience, as evidenced by its "technological equity" strategy [9][10] - The company has successfully reduced the cost of advanced features like air suspension to below 8,000 yuan, facilitating their introduction into the 300,000 yuan market segment [9][10] Safety and Innovation - Lantu FREE+ incorporates significant safety upgrades, with 381 enhancements in areas such as battery thermal management and structural integrity, achieving a C-NCAP five-star safety rating [12] - The model features industry-first components, such as 2000MPa door crash beams, reflecting Lantu's commitment to safety as a luxury standard [12] Market Positioning - Lantu FREE+ is positioned as a flagship model, aiming to capture a significant share of the mid-to-large electric SUV market, with expectations of becoming a best-seller [15] - The brand's sales have shown consistent growth, with the Lantu Dreamer model achieving top sales in the MPV market, indicating strong market demand for Lantu's offerings [14][15]

5月28日，岚图FREE+"智慧生活 越享自由"座舱深度沟通会以线上直播形式举行，会上正式发布了岚图 FREE+"逍遥座舱2.0"。逍遥座舱2.0将首先搭载华为鸿蒙座舱HarmonySpace 5，同时在"五感"舒适体验 上也进行了全面升级。 据了解，岚图FREE+的座舱相对于岚图FREE 318采用了全新的设计语言，整体风格既有科技感，又具 有温馨的氛围感。其采用了"浮光岛屿"的视觉风格和沉浸式五感的体验设计，整体采用上下分层的浮岛 式布局。 值得注意的是，全新的岚图FREE+逍遥座舱2.0首搭最新鸿蒙座舱HarmonySpace 5和华为乾崑智驾 ADS4。 鸿蒙座舱HarmonySpace 5拥有出色的自然交互能力：全能智慧车载语音助手唤醒词为"你好，岚图"，可 实现一句话多意图，自定义唤醒词，连续对话，上下文理解，音区锁定，应用内和系统内可见可说等多 项高级语音交互功能。 随车影视空间内有超全的最新影视内容聚合，先进山海画质算法和15.6英寸的2K智慧屏更带来时刻出色 的视觉体验。同时，华为鸿蒙座舱HarmonySpace 5还原生支持鸿蒙生态，诸多手机应用一键上车，实现 全场景无缝互联；HSpace ...

Core Viewpoint - The launch of the Lantu FREE+ is aimed at establishing it as a second best-selling model for Lantu, with significant upgrades in its "Xiaoyao Cabin 2.0" and advanced technology integration [1][6]. Group 1: Product Features - The Lantu FREE+ features a "floating island" visual style and immersive five-sense experience design, with a spacious interior measuring 3.3 meters in length and nearly 1.5 meters in width, achieving a remarkable space utilization rate of 81.5% [3][4]. - The vehicle offers a large storage capacity, accommodating six 24-inch suitcases and six backpacks even when fully loaded with five passengers, along with a total of 33 storage spaces [3][4]. Group 2: Comfort and Technology - The "Xiaoyao Cabin" emphasizes an immersive experience with 95% of the interior covered in soft materials, advanced seating options, and a high-end sound system featuring 22 audio points and Dolby 7.1.4 surround sound [4][5]. - The Lantu FREE+ is the first model to feature Huawei's HarmonySpace 5, which includes advanced voice interaction capabilities and seamless integration with mobile applications, enhancing the overall smart experience [5][6]. Group 3: Market Positioning - Lantu believes that the upgrades make the FREE+ highly competitive in the 300,000 RMB electric SUV market, aiming to break into the top three in sales [6]. - Current market leaders include Tesla Model Y, Li Auto L6, and Li Auto L7, with April sales figures of nearly 20,000, 16,700, and over 8,000 units respectively, indicating that the FREE+ needs to achieve monthly sales of over 8,000 units to enter the top three [7].

"坐着高铁去看车企！" 第二十一届上海国际车展期间，记者登上G9251次列车，从上海虹桥到安徽芜湖，车上坐满了来自100 多个国家的1800名外商。 本届上海车展4月23日至5月2日举办。这些外商在车展目睹了新车风采，就迫不及待搭乘"采购专列"， 赶赴芜湖考察奇瑞汽车生产基地，顺便敲定订单。 一番话引起共鸣。车厢里，越来越多外商聊起他们选择"制造在中国""研发在中国"的故事。 这不，丰田汽车宣布，将在上海独资设立雷克萨斯纯电动汽车及电池的研发生产公司；宝马宣布与阿里 巴巴等全面开展人工智能领域合作；大众汽车宣布增资25亿欧元升级合肥生产及创新中心…… 在梅赛德斯—奔驰集团股份公司董事会主席康林松看来，"不断扩大和充实在中国的研发布局，既能更 好满足中国客户需求，还能用中国创新反哺其他市场。" "在智利，1/3的汽车品牌是中国品牌，我们公司卖的汽车60%是中国车。" "我们是一家西班牙公司，四成销量来自中国汽车品牌，中国车在自动驾驶、智能化体验方面遥遥领 先。" ………… 你一言、我一语，来自五洲四海的经销商在车厢里交流起来。 谈得最多的，还是上海车展的新变化。 "中国汽车太不可思议了，平均每18个月就有新车型 ...

Group 1 - The automotive sector experienced a weekly increase of 4.87%, closing at 6,837.0 points, outperforming the CSI 300 index which rose by 0.38% to 3,787.0 points [1][2] - Sub-sectors such as automotive parts, commercial vehicles, passenger vehicles, automotive services, and motorcycles saw respective increases of +5.68%, +4.84%, +3.94%, +2.76%, and +2.62% [1][2] - In mid-April, passenger car sales showed a year-on-year increase, with an average daily retail of 55,000 units in the third week of April, up 17% year-on-year but down 3% month-on-month [2] Group 2 - Changan Automobile reported a revenue of 34.161 billion yuan for Q1 2025, a decrease of 7.73% year-on-year, while net profit attributable to shareholders increased by 16.81% to 1.353 billion yuan [3] - The company achieved a significant increase in non-recurring net profit, which rose by 601% year-on-year to 783 million yuan, largely due to government subsidies [3] - Changan's Q1 sales reached 700,000 units, with overseas sales hitting a record high of 159,800 units, up 46.5% year-on-year [3] Group 3 - Huawei launched the QianKun Intelligent Driving ADS4, which supports high-speed L3 commercial applications and features a new architecture that reduces latency by 50% and improves traffic efficiency by 20% [4][5] - The ADS4 is designed to lower R&D costs for automakers through a "hardware pre-embedded + OTA upgrade" model, with a basic version priced at only 10,000 yuan [5] - The report suggests a positive outlook for domestic automakers focusing on intelligent driving and smart cockpit technologies, recommending attention to companies like Xpeng Motors and Xiaomi Group [5]

Group 1 - The new mid-to-large luxury SUV, Deep Blue S09, was launched during the Shanghai Auto Show, with a price range of 239,900 to 309,900 yuan, featuring five models [1] - Deep Blue S09 emphasizes a "space revolution" with innovative features such as a 4.3㎡ flat floor design and fully reclining seats, aiming to set a new benchmark for six-seat SUVs [1] - Huawei has introduced new solutions including HarmonySpace5 and ADS4, enhancing automotive assisted driving and travel safety, marking a significant redefinition in the industry [1][2] Group 2 - Deep Blue S09 is the first model to feature Huawei's HarmonySpace5, which integrates AI capabilities from various fields, including music and film [2] - The vehicle will also incorporate Huawei's ADS4 for enhanced driving experience, focusing on safety with "full-speed, full-direction, full-target, all-weather, and all-scenario" capabilities [2]

这场技术革命已超越单一性能的比拼，转向全场景体验的整合。长安汽车的"天衡底盘"与奔驰的"驾控 超级大脑"将机械性能与数字算法深度融合，实现毫秒级动力响应与复杂路况预判。值得关注的是，中 国品牌以"全栈自研"重塑产业话语权：华为乾崑智驾ADS4系统与鸿蒙座舱HarmonySpace5的落地，标 志着"人—车—家"生态闭环的成熟；而商汤绝影的R-UniAD技术方案则通过世界模型与强化学习，推动 智驾系统从"被动应对"向"主动思考"进化。 汽车产业的边界正在消融。华为、地平线等科技企业与车企的深度耦合，使汽车演变为移动智能终端。 用户价值体系的重构更具深意。蔚来以"油电同质同价"策略打破能源形式藩篱；沃尔沃XC90的透明车 身展示硼钢闭环结构，将安全从技术参数强化为品牌基因。 ■刘钊 参展面积从1.5万平方米到36万平方米、参展商从73家到近1000家，历经40年的发展，上海车展目前已 成为全球规模最大的汽车行业展会。日前开幕的第二十一届上海国际汽车工业展览会（以下简称"2025 上海车展"）汇聚了来自26个国家和地区的近千家企业。中国汽车产业正以技术创新为引擎、以生态重 构为路径，向世界展示着从"市场跟随者"到" ...

摘要 ► 本 周数据： 2025年4月第3周（4.14-4.20）乘用车销量38.7万辆，同比+9.3%，环比+10.3%；新能源乘用车销量20.4万辆，同比+28.8%，环比+10.3%；新能源渗透率52.8%， 环比持平。 ► 本周行情 ： 汽车板块本周表现强于市场 本周（ 4月21-4月25日）A股汽车板块上涨4.66%，在申万子行业中排名第1位，表现强于沪深300（+0.56%）。细分板块中，商用载客车、汽车零部件、摩托车及其 他、汽车服务、商用载货车、乘用车分别上涨8.04%、6.32%、6.25%、4.44%、2.16%、2.07%。 ► 本周观点： 本月建议关注核心组合【比亚迪、吉利汽车、小鹏汽车、小米集团、伯特利、拓普集团、新泉股份、沪光股份、春风动力】。 ► 机器人产业化进程加速 看好T链机器人+强智能化主机厂 近期机器人运动会、马拉松后，天工 Ultra 、松延动力 N2 等国产人形机器人表现亮眼，国产人形机器人技术端不断突破，市场开始重新认识到软硬件全闭环能力的稀缺性， 我们全年维度看好 T 链产业化进程 + 强智能化能力的汽车主机厂在机器人领域布局： 1 ） T 链： 市场对于关税问题 ...