中国一汽11月销量出炉，30.6万辆的整车销售成绩由8.5万辆自主品牌、22万辆合资品牌构成，1-11月累计销量299.5万辆，同比增长4.8%。 这样的成绩高情商叫稳中向好，低情商则是不温不火，尤其是在东风、长安、上汽等"国家队"友商的自主新能源品牌都开始打开局面，屡创销量新高的背 景之下。 回看邱现东履新中国一汽董事长这两年，2023年接手时，这家央企车企的年销量为337.3万辆，一年后不升反降，2024全年整车累计销量320万辆。 再到今年，一汽1-11月累计销售299.5万辆新车，12月销量需要环比提升30%至约40万辆，年销量才可以回到两年前约340万辆的水平。 假如新董事长想要在任职的第三年（2026年）交出一份更抢眼的成绩单，一汽需要变化，在这个节点上，"买买买"成了一个选项。 1 论近期汽车行业中投资动作最多的车企，一汽是有力候选。 11月21日，前身是大疆车载的辅助驾驶方案供应商卓驭科技宣布，获得来自中国一汽超36亿元人民币的战略投资。按邱现东的说法，这次战略投资将进一 步增强中国一汽在智能驾驶领域的技术竞争力。 约一周时间后，零跑汽车创始人、董事长兼CEO朱江明在新车发布会后向媒体透露，零 ...

Core Insights - The smart connected vehicle industry in China is transitioning from a technology exploration phase to a critical period of large-scale development, with significant advancements in autonomous driving technology and vehicle-road collaboration [1] - The integration of AI into the automotive sector is reshaping the industry landscape, moving from hardware-driven to software-defined vehicles, which is expected to enhance the overall value chain [2][3] Group 1: Industry Development - China's smart connected vehicle industry is propelled by a combination of policy support, market drive, and technological breakthroughs, allowing it to transition from a follower to a leader in the global market [2] - The industry is experiencing a transformation where AI is fundamentally reshaping the underlying logic of the industry, product value models, and user experience ecosystems [2][3] Group 2: Technological Advancements - The year 2025 is anticipated to be a turning point for the commercialization of AI in the automotive sector, marking a shift from experimental scenarios to large-scale implementation [3] - Companies are developing differentiated strategies for smart connected technologies across various vehicle models, with L2-level assisted driving becoming standard [6] Group 3: Collaboration and Ecosystem - The development of smart connected vehicles is viewed as a collaborative effort rather than a competitive sprint, emphasizing the importance of open cooperation and innovation [7][8] - Industry leaders are advocating for a national-level collaborative innovation platform to address challenges such as technology barriers and standardization issues [8][9] Group 4: Market Opportunities - The automotive industry is expected to see a shift in business models, with potential monthly subscription services for autonomous driving as L4/L5 technologies mature [4] - The integration of AI capabilities across different scenarios and devices is projected to create vast opportunities within the automotive ecosystem [3]

Core Insights - The 2025 World Intelligent Connected Vehicles Conference opened in Beijing, highlighting the transformative impact of AI on the automotive industry and the challenges faced by the sector [1][3] Industry Transformation - AI is evolving from a technical tool to the soul of the industry, reshaping every value chain in the automotive sector, with a shift in competition from horsepower to computing power [3] - The core elements of competition are redefined as core software and hardware technology innovation, data-driven user insights, and agile organizational structures [3] Product Value Model - By 2030, the automotive product value is expected to follow a "442" model, with hardware accounting for 40%, software for 40%, and content services for 20% [3] - The business model is transitioning from one-time hardware sales to a lifecycle operation model that includes software and services, emphasizing electrification, intelligence, and ecosystem expansion [3][4] Technological Innovation - The traditional V-shaped development process is being replaced by an agile closed-loop model of "development - verification - learning," breaking linear supply chain relationships [4] - Tech giants are emerging as new Tier 0.5 platforms, reshaping product experiences and brand positioning [4] User Experience - In the AI era, users prioritize experience value over brand, with consumption scenarios expanding from mere transportation to multifunctional services [4] - Companies must enhance their ecosystem-building capabilities through AI to meet personalized and evolving user demands [4] Company Initiatives - The company is implementing an "AI + three-year action plan" to transition from a traditional manufacturing enterprise to a "mobility technology company" [4] - The development of the "Open Mind" enterprise intelligent life form and the "Qixing Cloud Workbench" supports over 20,000 employees in online collaboration, injecting vitality into the organization [4][5] Product Innovations - The Hongqi brand has launched "Sinan Intelligent Driving" and "Lingxi Cockpit," with advanced features such as a recognition precision 50 times greater than laser radar and a computing power of 1000 TOPS [5] - The company has established 25 intelligent factories across five production bases, upgrading production lines and utilizing over 160,000 industrial equipment data points [5] Industry Challenges - The automotive industry faces three core challenges: lack of self-controlled key technologies, issues with repeated construction and data barriers, and the need for breakthroughs in commercializing L3-level autonomous driving [6][7] - The company emphasizes focusing on seven core elements, including computing power, data, and algorithms, to build an open ecosystem through collaborative efforts [6][7]

撰文 / 张霖郁 设计 / 师 超 2023年初，中国一汽全面宣布红旗新能源战略，推出了HME纯电平台以及HIS电子电气架构，之后的4月8日，又推出了HMP混动平台。这意味着红旗整 个新能源战略的基建已构建完成。 HME和HIS后来有了可爱的名字，一个叫天工纯电平台，一个叫九章智能。 2023年之前，大家的共识是红旗品牌在燃油车领域已完成了品牌向上的任务，但对于新能源智能化领域，红旗的能力如何，还处于未知状态。 实际上，红旗两年前宣布的天工纯电平台HME和九章智能HIS，汇聚了中国一汽在八大技术领域群和115项关键技术领域的重大成果，拥有近1万项专 利、软件著作权等知识产权。 两年时间， 2025年2月，在这一平台架构下推出的红旗天工05，自带光环，含着金钥匙出生。 "15.98万元的起售价，确实是一步到位了！"当红旗天工05公布价格，在场很多人大为感叹。 天工05的意义并不只是"一款价格更亲民的红旗"，甚至也不仅仅是"一款性价比很高的纯电动红旗轿车"。 作为天工系列，它代表了红旗新能源车型全新的智驾以及座舱实力，并在守住安全红线的基础上拉低了购买门槛。 2025年3月的最后一天，红旗又重磅推出了天工06，预 ...