Core Insights - The high-end off-road new energy vehicle market in China is experiencing significant growth, with overall sales of off-road SUVs expected to rise by 38.2% year-on-year to 458,000 units in the first half of 2025, and new energy vehicles in this segment seeing a remarkable increase of 112.5%, achieving a penetration rate of over 46.5% [1] - The launch of the M817 model by Mengshi Technology, priced at 319,900 yuan, reflects Dongfeng Motor Group's ambition for transformation and upgrade, with over 10,000 pre-orders within an hour of its announcement [1][2] - The M817 integrates advanced technologies such as Huawei's latest driving and cockpit systems, emphasizing the vehicle's dual functionality for urban commuting and extreme adventures, which is a shift from traditional off-road vehicles [2][3] Market Dynamics - The perception that off-road vehicles are unsuitable for electrification is changing, as companies are overcoming technical challenges and redefining market positioning [2] - The M817 features a unique "five full strengths" approach, which includes comprehensive integration of Huawei technologies, enhancing both safety and luxury while addressing traditional off-road reliability issues [2] - The pricing strategy of the M817, which can drop to around 300,000 yuan with subsidies, positions it significantly lower than traditional luxury off-road models, indicating substantial market potential [2] Company Strategy - Mengshi Technology is positioned as a key player in Dongfeng Motor's transition to a luxury electric off-road vehicle brand, aiming to establish itself as a billion-yuan company [4][5] - Future plans include launching more affordable and smaller models to capture a larger market share, alongside the introduction of modified versions of the Mengshi 917 [5] - The collaboration with Huawei is set to evolve, focusing on comprehensive lifecycle management and tactical cooperation in marketing and product development [5][6] Innovation and Development - Mengshi Technology is actively exploring innovative mechanisms to enhance collaboration with partners, aiming to improve R&D efficiency and create higher value products [6] - The company is entering a strategic offensive phase, focusing on scalable sales and sustainable profitability, while aligning with the broader goals of Dongfeng's autonomous vehicle segment [6]

● 龚梦泽 熊永红 近年来，国内高端越野新能源车市场持续爆发。机构数据显示，2025年上半年，国内越野SUV市场整体 销量同比上涨38.2%至45.8万辆，新能源车细分领域更是同比大涨112.5%，渗透率突破46.5%。头部品牌 如长城坦克、比亚迪仰望和猛士科技的强劲增长，充分验证了当前越野SUV市场已成为汽车行业增长的 核心引擎之一。 在此背景下，日前，猛士科技携第二款车型M817猛攻主流市场，其以31.99万元的起售价发布后，在一 小时内预售订单量破万。这款搭载华为乾崑智驾ADS 4.0和鸿蒙座舱5.0的智能越野新车，映衬出东风汽 车集团有限公司（以下简称：东风汽车）转型升级的雄心。 "猛士M817的推出，是基于用户需求与技术积累的渐进式进化。"东风汽车副总经理尤峥对中国证券报 记者表示，"M817是基于当前市场需求开发的智能越野车，其技术方案经过多轮验证。我们关注的是如 何让技术真正服务于用户需求，而不仅仅是追求概念上的突破。" 高端越野新能源车市场崛起 在很长一段时间里，业内都有观点认为越野车不适合电动化——相比于成熟可靠的内燃机，电机在激烈 驾驶的场景下可靠性存疑。即便是悍马EV，也无法完全复刻自己 ...

Group 1 - The core concept of the new Lantu Zhiyin is to advocate "spatial freedom" with a design philosophy of "minimizing mechanical space and maximizing living space" [1] - The effective space of the new Lantu Zhiyin is approximately 5.2 square meters, with flexible adjustment of internal seating space [1] - The vehicle features Huawei's QianKun Intelligent Driving ADS 4.0, HarmonyOS cockpit HarmonySpace 5.0, and a full range of 800V and 5C ultra-fast charging capabilities [1] Group 2 - Lantu Automobile showcased the spatial solution of the new Zhiyin, achieving a space utilization rate of 90.8%, significantly enhancing space efficiency [3] - The Vice General Manager of Lantu Automobile Sales Service Co., Ltd., Li Boxiao, emphasized that merely looking at size data is unreliable for assessing interior space [3] - Lantu aims to provide users with practical and flexible "effective cubic" space within limited vehicle dimensions, contrasting with many large SUVs that have ineffective designs [3]

4月23日，2025上海车展开幕，岚图汽车的展台成为车展焦点。作为首个达成20万辆整车下线的央企高端品牌，岚图携两款核心产品亮相：累计改良超 千项的岚图FREE+与定位高端的四座版岚图梦想家。前者首搭华为乾崑智驾ADS 4.0与鸿蒙座舱5，后者以"私密会客厅"设计精准切入高净值人群需求。在发 布会后的专访中，岚图汽车首席执行官卢放一再强调用户需求和安全保障在岚图发展过程中的核心地位。"以用户需求驱动技术迭代，以安全底线定义技术 边界，这是岚图参与竞争的核心优势。"卢放说。 在智能驾驶概念泛化的行业背景下，岚图对安全的界定更加严谨。卢放表示，工信部发布智驾术语规范后，岚图内部立即禁用"自动驾驶"表述，仅使 用"智能驾驶辅助"。他解释："术语的准确性关乎用户认知边界，过度承诺可能引发误操作风险。"在岚图内部，安全始终是被强调最多的高频词汇，在车身 结构、电池防护、智驾系统的冗余设计等环节，岚图产品的研发始终围绕安全展开。以四座版梦想家为例，其"私密会客厅"设计不仅采用声学夹层对于销量 目标，邵明峰提出"2026年实现月销2万辆，进入细分市场前三"，卢放则补充："销量是结果而非目标，核心在于用户对产品价值的认可度。 ...

岚图上海车展发布会 岚图 【文/观察者网 潘昱辰 编辑/高莘】4月24日，在2025上海国际车展上，东风汽车集团旗下高端岚图汽车 携首搭华为乾崑智驾ADS 4.0与鸿蒙座舱5.0的岚图FREE+、四座旗舰MPV岚图梦想家山河两款新车亮 相，并正式发布服务品牌"岚图服务VOYAH SERVICE"。 其中，岚图FREE+作为品牌开山之作的焕新版，投入超5亿元完成1366项升级，其中安全相关优化达 381项。其最大亮点在于搭载华为乾崑智驾ADS 4.0与鸿蒙座舱5.0，成为岚图与华为深度合作的标志性 产品。 他将岚图的技术归纳为"聪明的大脑（智能化）与强健的体魄（机械素质）的结合：如华为ADS 4.0赋予 岚图FREE+城市复杂路况的通行能力，而EDC魔毯悬架、百万级底盘调校等机械素质，则确保其在操 控与舒适性上的平衡。 "岚图内部禁用'自动驾驶'一词，坚持使用"组合驾驶辅助"定义其智驾功能，以避免用户误解。"面对工 信部近期发布的智驾技术规范，卢放同样强调，安全是岚图的底线。 2025年第一季度，岚图汽车以同比59%的增速跑赢大市，并于4月迎来第20万辆整车下线，成为首个达 成这一里程碑的央企高端品牌。此外，2 ...