国家监管的重拳之下，智能网联汽车的"野蛮生长"时代正悄然落幕。小鹏、理想、华为等车 企的OTA策略与宣传方式即将面临一场全面重塑。 2025年8月中旬，国家市场监督管理总局与工业和信息化部联合发布《关于加强智能网联新能源汽车产 品召回、生产一致性监督管理与规范宣传的通知（征求意见稿）》，向全社会公开征求意见。 这份被称为"史上最严监管"的通知直指行业乱象，从汽车召回、生产一致性、商业宣传到事件事故报告 四大维度构筑全面监管体系。其中六次使用"不得"的禁止性措辞，明确为行业划出红线。 01 新规核心：严管宣传与OTA升级 此次征求意见稿的核心内容主要体现在两个方面：规范宣传行为和严格管理OTA升级。 在宣传方面，新规明确要求企业不得在命名和营销宣传中使用任何可能让消费者误以为是自动驾驶的字 眼，不得暗示消费者可以将其视为自动驾驶系统。 新规严禁虚假或夸大宣传，要求企业必须真实、全面地提供智能网联新能源汽车的驾驶自动化等级和系 统能力等信息。 在OTA升级方面，新规规定未经备案不得开展OTA升级活动，不得将未经充分测试验证的软件版本推 送给用户，不得通过OTA方式隐瞒缺陷。 对频繁开展OTA升级活动的企业，市场监 ...

Core Insights - The launch of the Mengshi M817 marks a significant collaboration between Mengshi Technology and Huawei, aiming to penetrate the mainstream consumer market with an innovative product [1][3]. Pricing and Market Positioning - The Mengshi M817 is priced starting at 329,900 yuan, making it more accessible compared to the higher-end Mengshi 917, which was priced over 600,000 yuan [3]. - The vehicle targets the luxury smart off-road SUV segment, which has traditionally been viewed as a niche market dominated by high-end imported models like the Mercedes G-Class and Land Rover Defender [3]. Product Features and Technology - The Mengshi M817 is equipped with Huawei's "full-stack" technology, which enhances its appeal by integrating advanced smart features into the off-road vehicle segment [4]. - It features the Qian Kun Intelligent Driving HUAWEI ADS 4, providing comprehensive parking assistance and advanced driving capabilities for various road scenarios [6]. - The vehicle includes a high-tech interior with a 10.25-inch instrument screen, a 15.6-inch central control screen, and a HarmonyOS cockpit, offering a rich application ecosystem and seamless user interaction [6]. Performance and Capabilities - The Mengshi M817 boasts a robust performance profile with a dual-gear 11-mode PHEV architecture, delivering a system power of 505 kW and a torque of 848 N·m, enabling acceleration from 0 to 100 km/h in approximately 5 seconds [9]. - It features a maximum water wading depth of 900 mm and a minimum turning radius of 5.2 meters, enhancing its versatility for both urban and off-road driving [7][9]. - The vehicle offers a comprehensive range of 1,300 km on a single charge, with a fuel consumption rate of 7.24 L/100 km when running on gasoline [9].

Core Viewpoint - The Dongfeng Mengshi M817, a smart off-road flagship vehicle developed in collaboration with Huawei, aims to redefine the "smart off-road" segment and is set to launch in Q3 2025 [1][3]. Group 1: Product Overview - The Mengshi M817 is positioned as the "first smart off-road vehicle," combining military-grade off-road capabilities with Huawei's intelligent technology [1]. - It is designed for three primary scenarios: urban commuting, short weekend trips, and long-distance travel, providing comprehensive coverage for various use cases [3]. - The vehicle features a unique design language called "Heroic Soul Aesthetics 2.0," incorporating military elements to create a powerful visual presence [5]. Group 2: Naming and Symbolism - The name "M817" carries specific meanings: "M" signifies military-grade off-road capabilities and "M TECH" hard-core technology; "8" symbolizes infinite evolution, and "17" represents 17 years of development in military vehicles [6]. Group 3: Design Features - The front of the vehicle showcases the iconic "Lion Roar Grille" and "Awakening Lion Hood," emphasizing strength and safety through its design [8]. - The headlights are inspired by ancient weaponry, while the tail lights are designed to resemble a rocket launch, enhancing the vehicle's aggressive aesthetic [8]. Group 4: Technical Specifications - The Mengshi M817 will be the first vehicle built on the "Tianyuan Architecture," a centralized electronic and electrical architecture co-developed by Dongfeng and Huawei, enabling hardware platformization and integrated cloud services [10]. - It will be equipped with CATL's advanced off-road battery, which exceeds national standards for structural strength and is capable of functioning in extreme cold conditions [11].