关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 看我们就够啦～ 据悉，新车基于全新的逍遥架构进行打造，该架构支持纯电/插混/增程3种动力总成、前驱/后驱/四驱3种驱动布局。同时，至境已经和 Momenta等本土科技 企业深入合作， 预计新车将搭载L2++全场景高阶智驾、智能座舱等一系列配置。 今日新闻要点： 1、 别克至境ELECTRA 首款轿车预告图发布 7月11日，别克旗下全新高端新能源子品牌——至 境ELECTRA首款轿车预告图发布。 从预告图来看，新车采用封闭式前格栅设计，大灯内部采用星光元素，车顶配备激光雷达，整体风格较为运动。 别克至境ELECTRA首款轿车预告图发布 ； 尚界首款车型预告图发布 ； 作为上汽集团与华为合作的全新品牌，尚界的团队目前已经扩大到5000余人，双方累计投入60亿元，可见其举足轻重的战略地位。尚界不仅是华为技术下沉 与生态闭环的关键，也是上汽持续智能化转型的重要跳板。如果尚界能够成功打响，中国智能电动车的市场格局，或许会迎来新一轮的洗牌。 "至境"品牌对别克的未来有着 ...

Group 1 - Xiaomi's Yu7 has received 200,000 pre-orders in just 3 minutes, but delivery times are extended due to production capacity constraints, with standard versions expected to take over a year for delivery [1] - The long wait times for the Yu7 have created opportunities for competitors like Model Y and Zhijie R7, which are gaining popularity in the 250,000-300,000 yuan electric SUV market [1] - The competition in the SUV market is intensifying, with brands striving to enhance user experience through product innovation and technological advancements [1][2] Group 2 - The Yu7 and Zhijie R7 are larger in size compared to the Model Y, with the Yu7's initial success attributed to its aesthetic appeal and unique features, such as multiple magnetic points for ecosystem integration [2] - Zhijie R7 offers both pure electric and range-extended versions, with a maximum range of 802 km for the pure electric model and rapid charging capabilities [3] - The evolution of Chinese brands in the electric vehicle sector is reshaping the industry landscape, with companies like Xiaomi and Zhijie making significant strides against previously dominant players like Tesla [3]

Core Insights - The domestic automotive market is experiencing significant changes, with BYD and SAIC leading traditional automakers with over 2 million units sold, while Geely shows a remarkable growth rate of 47% [1][2] - New energy vehicle (NEV) sales are driving growth, with companies like Leap Motor and Xiaomi making notable gains, while NIO and Lantu face sales pressures [1][2][3] - The second half of the year is expected to see intensified competition across various dimensions, including product offerings, technology, cost control, and supply chain resilience [1] Group 1: Traditional Automakers - BYD leads the market with 2.146 million units sold in the first half of 2025, with 470,000 units coming from overseas, marking a 132% year-on-year increase [2] - SAIC follows closely with 2.053 million units sold, achieving a 21.1% year-on-year growth in its domestic brand sales [2] - Geely's total sales reached 1.409 million units, with NEV sales contributing significantly, totaling 725,200 units, a 126% increase year-on-year [2] Group 2: New Energy Vehicle Makers - Leap Motor emerged as a dark horse with a 221.6% year-on-year increase, delivering 221,700 units in the first half of 2025 [1][3] - Xiaomi's SU7 achieved over 150,000 deliveries, with the new YU7 model receiving over 200,000 orders within three minutes of its launch [3] - NIO's sales were only 114,000 units, with Lantu and other brands struggling to meet sales targets, indicating a growing divide in the new energy vehicle sector [3] Group 3: Market Trends and Future Outlook - The automotive market is benefiting from government subsidies, with over 4.12 million applications for vehicle trade-in subsidies, of which over 53% are for NEVs [4] - A total of 138 billion yuan in central funding will be distributed in the second half of the year to support the market [4] - New models are set to launch in July, including vehicles from XPeng, Chery, and others, as companies aim to meet their annual sales targets [4] - The industry forecast for 2025 has been revised upward, predicting retail sales of 24.05 million passenger vehicles, a 5% year-on-year increase [5]

企业的目标是智能驾驶技术的研发与商业化落地，但以智能化为核心的新能源汽车"下半场"不 应仅是发展技术，更需要全行业以客观公正的视角去谨慎定义、理性看待。 7月8日，中汽中心、清华大学、华为联合发布《汽车智能驾驶技术及产业发展白皮书》（下 称《 智驾技术 白皮书》）。" 《智驾技术白皮书》 系统梳理了技术演进脉络、产业生态格局 与未来发展趋势，尤其注重对安全保障体系、风险挑战的剖析，既是对行业经验的系统性凝 练，更是以精准角度剖析发展瓶颈，以创新思维擘画破局路径。 希望 《智驾技术白皮书》 能成为'政产学研'各界人士的参考，助力中国自动驾驶产业在技术 攻坚、安全保障、商业落地与社会价值创造中实现新的突破。"中国工程院院士、清华大学车 辆与运载学院教授李骏在《 智驾技术 白皮书》序言中表示。 华为作为《 智驾技术 白皮书》产学研编写组成员中唯一的产业代表，在其中扮演角色的重要 性不言而喻。开源证券研报称，汽车产业已进入技术转换周期，软件在汽车产业的价值不断加 大，华为凭强劲实力深度布局汽车市场，志在打造汽车产业智能化开放平台。"华为ADS智 能 辅助 驾 驶 功能升级，技术生态成型深度赋能，加速行业格局演化。" ...

Core Viewpoint - The Chinese autopilot industry is at a critical stage of technological deepening and commercialization, showing a vigorous trend of multi-field collaborative development [1] Industry Overview - The autopilot system is designed to automatically control vehicles or aircraft using sensors, controllers, and actuators, allowing them to operate without continuous human intervention [2] - The industry has evolved through four main stages: exploration (1956-1978), initial application (1979-2014), policy-driven (2015-2019), and commercialization (2020-present) [4][5][6] Current Industry Status - In the first five months of 2025, China imported 23 autopilot systems, a year-on-year decrease of 99.53%, with an import value of 2.7065 million yuan, down 73.02%, indicating significant domestic replacement of high-end autopilot systems [10] - Exports reached 763 units, a year-on-year increase of 132.62%, with an export value of 2.7106 million yuan, up 152.65%, highlighting China's strong emergence in the global market [11] - Key drivers for this growth include cost-performance advantages, scenario adaptability, and expansion into emerging markets [11] Industry Chain - The upstream of the autopilot industry includes components like controllers, sensors, and AI chips, while the midstream focuses on R&D and production, and the downstream applications span across aircraft, vehicles, missiles, and spacecraft [8][9] Key Enterprises - Major players include Baidu, Huawei, DJI, and others, each specializing in different segments of the autopilot market, such as automotive, drone, and missile applications [18][20][22] - Baidu's Apollo platform integrates advanced sensors and algorithms for high-precision vehicle control, while DJI leads in consumer drone markets with its flight control systems [22] Industry Development Trends 1. **Technological Integration and Innovation**: The industry is experiencing a golden period of technological integration, with breakthroughs in core technologies like LiDAR and AI chips driving advancements in precision and reliability [24] 2. **Diversification of Application Scenarios**: The application of autopilot systems is expanding from single fields to diverse and cross-industry integrations, including Robotaxi services and agricultural drones [26] 3. **Policy and Standards Improvement**: Government support and policy guidance are providing a solid institutional foundation for the industry, with new standards and regulations being established to ensure safety and reliability [27]

问界品牌发布6月销量成绩单，问界系列6月全系交付超4.4万台，市场表现强劲，其中，"家庭智慧旗舰SUV"问界M8 表现亮眼，6月交付超2.1万台，以全能实力称霸40万元级市场，成为新中产家庭的当红之选。这份成绩单不仅展示了 问界在豪华智能SUV市场的强大竞争力，也折射出当前中国市场豪华旗舰车型消费趋势的改变。 齐鲁晚报•齐鲁壹点记者 戚淑军 杰兰路最新调研还显示，舒适宽敞的乘坐空间同样是家庭用户的选购刚需。问界M8近5.2米的车长，轴距达3.1米，得 房率高达67.6%，提供三排六座、双排五座两种布局选择，车内采用全平地板设计，六座版二排提供零重力座椅，五 座版右后搭载准零重力座椅，多达41处储物空间，全家轻松出行，舒展自在。 问界影响力再升级 荣登国产新能源豪华品牌榜首 问界品牌的口碑和用户号召力，同样是问界M8热销的重要原因。创立至今，问界共推出了四款高端智能电动车，市场 保有量超过70万辆，不仅拥有庞大的忠实用户群体，更在行业内树立了高端智慧出行的标杆地位。在近期公布的2024 《品牌引力榜》中，问界不仅位列全品类总榜第八名，更荣登国产新能源豪华品牌榜首。 根据杰兰路调研数据，在问界M8首批车主的购车决 ...

02 分析判断 ► 2025上半年销量表现亮眼 自主+出口驱动增长 经营质量提升 受益于自主品牌创新和出口韧性，2025年6月上汽集团批发销量同比+21.6%；上半年批发同比+12.4%，终端交付量220.7万辆，高于批发销量 205.3万辆，稳步去库后当前库存水平较低。结构端，新能源方面，2025上半年累计销售64.6万辆，同比+40.2%，实现大幅增长；自主品牌方 面，销量占比提升至 63.5%，同比+4.6pct，结构优化显著。出口方面，2025上半年，上汽集团海外销量同比+1.3%，在欧盟反补贴等不利影响 下，上汽MG积极克服，在欧洲实现终端交付超15万台，促进出海销量实现稳定增长。 ► 上汽牵手华为成立"尚界"新车将于三季度上市 上汽集团与华为深度合作的智能汽车品牌"尚界"于车展正式亮相，双方采用"智选车模式"，首款SUV车型定位中高端主流市场（售价15 万—25万元），搭载华为ADS3.0无图智驾、鸿蒙OS4.0座舱等黑科技，目前已进入量产准备阶段，将在2025年9月底上市。我们认为， 首款车型定位15-25万元区间，标志着华为从高端市场（问界M9）、中高端市场（智界R7）向大众市场渗透，完善"全 ...

为了在转型过程中更为顺利，欧洲企业开始选择携手。从公开信息来看，此次合作阵容堪称欧洲工 业"全明星"，包括三大豪华车厂（大众、宝马、奔驰）、四大顶级供应商（博世、大陆、采埃孚、法雷 奥），以及ETAS、Qorix、Vector等专业软件企业。在德国汽车工业协会协调下，它们将合力打造开源 软件平台，由中立的Eclipse基金会管理。 据了解，此次合作采用"代码优先"策略，企业间可直接共享可执行软件模块而非技术文档，大幅提升开 发效率。梅赛德斯-奔驰首席软件官Magnus stberg强调："作为开放生态系统的共同创建者，我们正通过 此战略推动汽车软件的未来。" 汽车分析师王坤对《华夏时报》记者表示，这种平台式设计是欧洲车企常用的方法，通过基础层开源共 享能够确保品牌独立性，而差异化层模块定制，则可以通过信息娱乐、辅助驾驶等功能实现品牌个性。 这种"标准化核心+个性化外衣"的模式，既解决共性问题，又保留品牌灵魂。 近日，大众集团、宝马集团、梅赛德斯-奔驰三大德系巨头携手博世、大陆、采埃孚等11家汽车及科技 企业，签署谅解备忘录，宣布共同开发开源汽车软件平台。这场被业界称为"欧洲汽车科技反击战"的合 作，剑指一个明 ...

Core Viewpoint - The appointment of Wang Jun as co-CEO of Qianli Technology is expected to reshape the intelligent driving industry, potentially leading to a reshuffle among top players [2][3][4]. Group 1: Company Developments - Qianli Technology has appointed Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, to integrate resources and lead the technology business segment [2]. - The "Golden Triangle" team at Qianli Technology consists of Wang Jun, Yin Qi (AI algorithm), and Chen Qi (hardware), aiming to create a closed-loop system for intelligent driving [4]. - Following Wang Jun's appointment, Qianli Technology's stock price surged by 7.12% over two trading days, reflecting investor confidence in the company's technological potential [5]. Group 2: Industry Impact - Wang Jun predicts that within five years, the intelligent driving supply chain will be dominated by three major players: Huawei, Geely, and Tesla [6]. - Geely's "Tian Di Integrated Safety System" and the "Qianli Haohan" system are positioned to enhance its competitive edge in the intelligent driving sector [7]. - The "Qianli Haohan" system has undergone rigorous testing, achieving superior performance metrics compared to industry standards, which positions it as a leading product in the market [7][8]. Group 3: Technological Advancements - Geely has over 7.5 million L2-level intelligent driving vehicles, leading among Chinese automakers, with a significant amount of real-world driving data [8]. - The company has established a comprehensive AI-driven ecosystem, integrating architecture, algorithms, computing power, and data [8]. - Qianli Technology is driving a transformative wave in the automotive industry, akin to the "iPhone moment" in the smartphone sector, redefining the value of automobiles [9].

从行业角度看，所有市场关系的变化，无不是出于发展需求的改变。随着汽车行业市场竞争不断加剧， 未来竞争已经不再是以往简单的技术比拼，而是生态竞争与资源整合能力的竞争。作为车企，谁能更好 地整合资源、拓展生态，谁就能在激烈的市场竞争中赢得更多生存和发展空间。 由小鹏汽车与华为的合作也可以看到，在智能化"下半场"的多维比拼中，面对技术壁垒高筑、研发成本 飙升的"围城"，"核心技术自研＋关键领域合作"正成为车企破局的利器。由此可见，双方的竞合也是 从"单兵突围"向"生态共建"转变的一个标志。 6月11日，新上市的小鹏G7首次搭载了小鹏汽车联合华为智能汽车解决方案联手推出的车载"追光 全景"ARHUD抬头显示技术，这是小鹏全栈自研软件与华为顶级硬件强势联动，交出的"ARHUD终极答 卷"。从双方之前的AEB之争、自动驾驶路线之争，到此次合作，不难发现，在智能驾驶产业链扩展延 伸、单一企业难以掌握全链条优势的新格局下，资源整合能力正在成为车企竞争的重要筹码。 从整车企业角度看，双方从竞争走向竞合，反映出车企正在从之前的"全栈自研"向"核心技术自研＋关 键领域合作"转变的行业现实。前几年，坚持全栈自研的小鹏汽车曾与华为在智 ...