8月1日，零跑汽车公布7月全系交付达50129台，同比增长超126%。7月，零跑汽车还首次入围《财富》 中国500强。 推动零跑销量高歌猛进的主力车型是被称作"半价理想"的C系列SUV，在15–20万元价位中复刻了理想 的智能化和舒适体验，助推零跑连续四个月登顶新势力销量榜首。 零跑已经熟练掌握了用极致性价比对标明星车型、撬动下沉市场的打法。在B01发布会上，零跑用频繁 的对标和强调，将"半价Model 3"之名顺理成章加在了B01头上，这样做的结果是72小时B01的锁单量突 破1万辆。 曹力的表态被解读为零跑对"半价版"标签的反感。然而，董事长朱江明此前已有回应，称"半价理想"是 外界对零跑产品力的认可，实为品牌加分项。只不过，零跑主打15—20万元区间的C系列车型才是对标 理想的核心产品。而定位更高、30万元以上的D系列如果还与"半价理想"标签捆绑，将对其冲击高端线 百害而无一利。 零跑一直在为其高端线产品铺垫。在B01发布会的采访中，朱江明明确表态"零跑绝不做网约车"，旨在 为高端产品减少品牌阻力。从推出C系列开始，零跑就在为D系列埋下伏笔，因为这是其追求健康毛利 率的关键一环。 尽管如此，从目前的市场 ...

8月1日，零跑汽车公布7月全系交付达50129台，同比增长超126%。7月，零跑汽车还首次入围《财富》中国500强。 推动零跑销量高歌猛进的主力车型是被称作"半价理想"的C系列SUV，在15–20万元价位中复刻了理想的智能化和舒适体验，助推零跑连续四个月登顶新 势力销量榜首。 零跑已经熟练掌握了用极致性价比对标明星车型、撬动下沉市场的打法。在B01发布会上，零跑用频繁的对标和强调，将"半价Model 3"之名顺理成章加在 了B01头上，这样做的结果是72小时B01的锁单量突破1万辆。 这种"高配低价"模式看似简单，却鲜有新势力能效仿。这背后需要老道的成本控制能力、支撑"全域自研"的体系资源，以及对自研项目的精准取舍……这 些要素齐聚实属不易。 性价比是零跑的成功密码，然而其高端化困局也源于此。7月28日，"零跑高管回应半价理想称号"话题登上微博热搜，阅读量超2000万。事件起因是零跑 科技副总裁曹力在微博澄清，其首款冲击30万元的D系列旗舰SUV并非"半价理想"。 曹力的表态被解读为零跑对"半价版"标签的反感。然而，董事长朱江明此前已有回应，称"半价理想"是外界对零跑产品力的认可，实为品牌加分项。只不 过，零 ...

Core Viewpoint - Chinese automakers, including SAIC, Changan, Great Wall, BYD, Li Auto, and Geely, are preparing to launch models equipped with 100% self-developed chips, with at least two brands aiming for mass production by 2026 [1] Group 1: Industry Trends - The goal is to achieve 100% self-research and manufacturing of automotive chips by 2027, driven by increasing tensions with the U.S. [1] - The self-sufficiency rate of automotive chips in China is currently around 15%, showing improvement from the previous year but still heavily reliant on foreign manufacturers [5] Group 2: Company Developments - Several Chinese automakers have announced their self-developed or produced automotive chips, including those for smart cockpits and intelligent driving systems [3] - Geely's chip subsidiary has produced the Long Eagle No. 1 7nm smart cockpit chip, which has already entered mass production [3] - NIO has released its self-developed intelligent driving chip, Shenji NX9031, based on 5nm technology, with a computing power exceeding 1000 TOPS [4] Group 3: Collaborations and Partnerships - Global automotive chip leaders like STMicroelectronics, NXP, and Infineon are strengthening collaborations with Chinese chip foundries to enhance production capacity for Chinese automakers [3] - Volkswagen plans to procure the self-developed 7nm Turing AI chip from Xiaopeng Motors, which has a maximum computing power of 700 TOPS [4]