汽车 业 研 究 2025 年 07 月 13 日 重磅车型持续发布，关注潜在爆款车型带来机遇 ——行业周报 | 赵旭杨（分析师） | 徐剑峰（联系人） | 王镇涛（联系人） | | --- | --- | --- | | zhaoxuyang@kysec.cn | xujianfeng@kysec.cn | wangzhentao@kysec.cn | | 证书编号：S0790523090002 | 证书编号：S0790123070014 | 证书编号：S0790124070021 | 本周观点：重磅车型持续发布，关注潜在爆款车型带来机遇 理想 i8 即将发布，关注爆款车型带来的整车厂机遇。理想 i8 将于 7 月 29 日正 式上市，大空间强智能优异的能耗表现有望给家用 SUV 市场带来新想象空间。 当前国内汽车产业在产品定义、定价、功能配置上日趋成熟，打造爆款需要产品 细节的打磨和创新以更加贴合用户需求，营造向往感，同时通过持续的热门车型 打造形成良好的口碑进而构筑品牌壁垒；同时智能化亦将带来差异化优势，领先 玩家壁垒有望持续增强。 智能化将带来前所未有汽车产业变革。特斯拉 Robotaxi 试点顺利并 ...

Group 1: Xiaopeng Motors - MONA M03 Launch - Xiaopeng Motors launched the annual version of MONA M03 with four configurations and three new color options, priced between 119,800 to 139,800 yuan [1] - The Max version features the new Turing AI driving assistance system, equipped with 27 sensors and dual NVIDIA Orin-X chips, supporting various driving assistance functions [1][3] - The vehicle offers two battery options: 51.8 kWh and 62.2 kWh, with corresponding power outputs of 190 hp and 218 hp, and CLTC ranges of 502/515 km and 600/620 km respectively [3] Group 2: Competitive Positioning - The MONA M03, as the top-selling compact electric sedan in April, aims to strengthen its competitive edge with this upgrade and price strategy, particularly against BYD Qin PLUS EV [5] - The Max version's pricing at 139,800 yuan puts pressure on competitors, but challenges include consumer sensitivity to charging efficiency and potential competition from models using 800V platforms [5] - Regulatory scrutiny on the promotion of driving assistance features may impose stricter evaluations on the Max version's capabilities [5] Group 3: Changan Automobile - UNI-Z Update - Changan launched the new UNI-Z fuel and plug-in hybrid versions, maintaining a price range of 115,900 to 133,900 yuan, with minor power system optimizations [8][10] - The fuel version features a 1.5T engine with a power increase to 192 hp and torque to 310 Nm, while the plug-in hybrid version offers a pure electric range of 125 km [10] Group 4: FAW Bestune - Yueyi 07 Launch - FAW Bestune introduced the new plug-in hybrid SUV Yueyi 07, priced between 99,800 to 129,900 yuan, featuring a 1.5L hybrid system with two electric range options [16][18] - The vehicle's design is simple and fluid, with a focus on interior technology, including an 8-inch instrument panel and a 12.6-inch vertical central control screen [18] Group 5: Lantu Motors - FREE+ Interior Release - Lantu Motors unveiled the interior design of the FREE+ model, set to begin pre-sales in June, featuring Huawei's HarmonyOS and the QianKun ADS4 driving assistance system [24][25] - The vehicle dimensions have slightly increased, and it includes a 15.6-inch 2K floating central control screen, with various luxury features such as a 22-speaker audio system [25][28] - The powertrain consists of a 1.5T range extender and an electric motor, with two-wheel drive and four-wheel drive options, offering different electric ranges [25][28]