以人为本、安全第一是汽车行业发展的永恒目标，在汽车变得越来越"聪明"的同时，其智能性如何赋能便捷性和安全性的提升，始终是消费者关心的核心 问题，也是体现智能汽车产品力的重要指标。为了让消费者在没有后顾之忧的情境下体验汽车智能辅助驾驶服务，近期，全球电动汽车行业知名品牌比亚 迪，不仅发布媲美L4级别的智能辅助泊车技术，还创新性地推出全面"兜底"服务，宣布假若比亚迪"天神之眼"车型在智能辅助泊车过程中出现了事故，将 提供赔付，此举也被认为开创了行业的先河，促进智能汽车行业服务水准整体提升。 破除智能辅助驾驶"权责真空带" 当前，国内智能辅助驾驶市场呈现"冰火两重天"的态势，一方面，消费者对智能辅助泊车、城市领航、高快领航等功能充满期待，需求激增。中国汽车工 业协会2025年初发布的调查数据显示，国内乘用车L2级以上辅助驾驶渗透率2024年上半年就已超过55%。据预测，2025年这一数据有望突破65%；另一方 面，许多消费者对于智能辅助驾驶的态度依旧在"新奇"与"担忧"之间举棋不定，"谁为事故买单"成为最大痛点。 为规范汽车驾驶自动化技术的发展与应用，2022年初，我国开始实施《汽车驾驶自动化分级》标准。该标准将驾 ...

毒辣的阳光，聒噪的蝉鸣，浓密的树荫，都在宣告着2025年的旅程已行至过半。回头看，上半年的汽车行业品尝了新能源汽车快速发展带来的 甜蜜滋味，却也在"内卷"的阵痛中不断反省与纠偏。 今年上半年，行业迎来了产销（1～4月）突破千万辆的历史时刻，也被迫面临全球贸易的重重壁垒；半固态电池、智能辅助驾驶、超快充等关键技 术取得突破性进展的同时，"车圈淘汰赛"仍然在残酷进行；车企纷纷加速资源整合步伐，相关部门开始对各种不规范行为"拨乱反正"……可以说， 中国汽车产业虽身处混沌，却笃定向前，走向澄明之境。本报通过10个关键词，和读者一同回顾汽车行业不平凡的上半年。 1 加力扩围 政策组合拳激发市场潜力 1月8日，"两新"政策在万众瞩目中正式发布，给整个汽车市场吃下"定心丸"。政策对2025年汽车以旧换新加力扩围：一是将符合条件的国四排放标 准燃油乘用车纳入可申请报废更新补贴的旧车范围；二是将老旧营运货车报废更新补贴范围扩大至国四及以下排放标准营运货车，并将进一步提高 新能源城市公交车及动力电池更新等补贴标准。随后，商务部等8部门办公厅联合印发《关于做好2025年汽车以旧换新工作的通知》，进一步明确汽 车报废更新补贴范围和标 ...

Group 1: Trade and Tariffs - The US announced a 50% tariff on Brazilian goods starting August 1, prompting Brazilian President Lula to seek negotiations with the US and consider retaliatory measures if negotiations fail [1] - Lula emphasized that Brazil can survive without trading in US dollars and suggested that Trump should address tariff issues at the G20 [1] - The US Treasury Secretary hinted at the need for patience in trade discussions, comparing Trump's temperament to that of George Soros [1] Group 2: Market Performance - Major US stock indices reached new highs, with the Nasdaq up 0.09%, S&P 500 up 0.27%, and Dow Jones up 0.43% [1][3] - Nvidia's stock rose 47% since the announcement of tariffs, reflecting strong performance in the tech sector [1] - The Nasdaq China Golden Dragon Index increased by 0.90%, with Alibaba rising over 2% and Netease dropping over 2% [2] Group 3: Economic Indicators - The US initial jobless claims for the week ending July 5 were reported at 227,000, lower than the expected 235,000 [14] - The US Treasury yields showed slight changes, with the 10-year yield at 4.351% [5] - The dollar index increased by 0.10%, indicating a slight strengthening of the US dollar [5] Group 4: Corporate Developments - Tesla's stock rose by 4.73%, while AMD increased by 4.15% [2] - TSMC reported a 26.9% year-on-year increase in sales for June, with total sales for the first half of the year up 40% [11] - BYD announced its advanced parking assistance technology, claiming it can achieve L4-level autonomous parking [12]

Group 1: Automotive Industry Performance - In the first half of 2023, China's automotive production and sales exceeded 15 million units, with year-on-year growth of 12.5% and 11.4% respectively [1] - In June, automotive production reached 2.794 million units and sales reached 2.904 million units, showing year-on-year increases of 11.4% and 13.8% [1] - The growth trend is observed in both passenger and commercial vehicle markets, with a significant portion of new energy vehicle sales concentrated in the price range of 150,000 to 200,000 yuan [1] Group 2: New Energy Vehicle Subsidy Adjustments - The Ministry of Industry and Information Technology announced a reduction of approximately 860 million yuan in new energy vehicle promotion subsidies over five years, affecting multiple car manufacturers [2] - The discrepancies between the subsidy applications and actual amounts received are attributed to non-compliance in application materials rather than fraudulent claims [2] - The adjustment in subsidy policies is expected to shift companies from being policy-driven to market-driven, enhancing their competitiveness [2] Group 3: New Product Launches - Li Auto announced the official release of the Li Xiang i8, a six-seat pure electric SUV, scheduled for July 29, 2023 [3] - The i8 aims to redefine the pure electric SUV market, building on the foundation of Tesla's Model X while maximizing space [3] - This launch indicates Li Auto's strategy to expand in the family market, enhancing brand appeal and addressing diverse consumer needs [3] Group 4: Technological Advancements by BYD - BYD achieved a significant breakthrough in intelligent parking technology, comparable to Level 4 automation [4] - The company guarantees safety and loss coverage for users of its "Tian Shen Zhi Yan" vehicles in intelligent parking scenarios, ensuring no impact on insurance rates for the following year [4] - BYD's advancements in intelligent driving technology are expected to attract consumer interest and enhance brand value, positively influencing the overall confidence in the new energy vehicle sector [4]

Core Viewpoint - BYD has taken a significant step by directly assuming responsibility for the safety and losses of all users of its "Tianshen Eye" vehicles in smart parking scenarios, marking a shift in how automakers handle liability in autonomous driving technology [1][3][5]. Summary by Sections Coverage and Implementation - The "coverage" includes all models equipped with the "Tianshen Eye A," "B," and "C" smart driving assistance systems, providing lifetime coverage regardless of whether the user is the first owner [4]. - Specific exclusions from the coverage include unauthorized modifications, improper use, operational errors, and incidents deemed to be third-party responsibility by authorities [4]. - Users must contact BYD within 24 hours of an incident, providing evidence such as photos and accident reports for the company's technical team to analyze and respond with a resolution [4]. Significance of the Initiative - This initiative clarifies the responsibility for Level 4 autonomous driving capabilities, with BYD taking on the role of the primary responsible party for users [5]. - The industry has typically seen automakers partner with insurance companies for liability coverage, but BYD's direct approach represents a notable departure from this norm [10]. Challenges Ahead - Despite the increased responsibility, BYD may face challenges such as managing the volume of potential incidents due to high sales, which exceeded 710,000 units in the first five months of the year [11]. - The company will need to ensure efficient execution of the "兜底" policy, including accurate and timely accident assessments and smooth compensation processes to avoid consumer dissatisfaction [11]. - There is also the potential for increased pressure on customer service due to the complexities of handling smart driving incidents directly [11]. Industry Implications - The move by BYD may prompt other automakers to adopt similar "兜底" policies, potentially setting a new trend in the industry [11]. - Regulatory scrutiny may increase regarding the compliance of such policies, and BYD will need to navigate these challenges effectively [11].

更多汽车出行资讯 …… 1.【 马斯克： Robotaxi本周末将扩展在奥斯汀的服务区域 】 7月10日消息， 马斯克在社交平台表 示， Robotaxi本周末将扩展在奥斯汀的服务区域。 （ 财联社） 2.【比亚迪汽车回应 "可实现媲美L4级智能泊车"：全面兜底】近日，比亚迪宣布，可实现媲美L4级 智能泊车后引发大量的讨论。比亚迪汽车官方 7月10日 微博发文，就大家关心的问题进行了统一回 应。什么是媲美L4级的智能泊车辅助?比亚迪汽车表示，根据国际通用的分级标准，L4级可简单理解 为在特定条件下，驾驶员可"脱手脱眼脱脑"，事故责任由车企承担。比亚迪天神之眼的智能泊车辅助 功能可以做到"脱手脱眼脱脑"，同时比亚迪承诺：在中国市场，对所有天神之眼车辆用户在智能泊车 场景下的安全及损失全面兜底。 （新浪财经） 3.【极氪 9X旗舰SUV将首发全新一代座舱操作系统，下次发布会公布细节】极氪科技集团副总裁姜 军 7月10日 发文透露，极氪全新一代座舱操作系统，更美观、更好用、更智能的ZEEKR AI OS 7会 随极氪9X首发。下一次极氪9X发布会，会带ZEEKR AI OS 7的详细进化细节。根据官方公布的信 息， ...

Domestic News - The Ministry of Industry and Information Technology (MIIT) has opened an online feedback window for small and medium-sized enterprises regarding the payment cycle commitments of key automotive companies, addressing issues such as payment delays beyond the agreed 60 days and unreasonable payment terms [3] - MIIT is soliciting opinions on the safety requirements for fuel cell electric vehicles as part of the revision of national standards, including four mandatory national standards [4][5] - Zeekr has launched a luxury hybrid architecture called Haohan-S, featuring a 900V high-voltage system and a 70-degree 6C hybrid battery with a pure electric range of 380 kilometers [6] - BYD has achieved L4-level intelligent parking capabilities and is providing full liability coverage for accidents caused by its "Heavenly Eye" intelligent driving assistance system during parking [7] - Avita Technology has signed a general agency agreement with Egypt's Kasrawy Group, marking its entry into the African market, with plans to expand into Europe by 2026 [8] - Chery Automobile plans to launch two new SUV models in the UK, optimizing them for the local market [9] - Honeycomb Energy has been designated for the smart battery project, supplying lithium iron phosphate short-blade batteries to both domestic and international markets [11] - NIO has completed its plan for 1,000 highway battery swap stations, connecting 550 cities across China [12] International News - The European Union is investing €852 million (approximately 7.16 billion yuan) to promote the development of electric vehicle batteries, as part of a broader initiative to transition to a competitive and resilient industrial base [13] - Pakistan aims to achieve a 30% penetration rate for electric vehicles in total car sales by 2030, as outlined in its National Electric Vehicle Policy [14] - Stellantis has launched a battery swap service for its Fiat 500 fleet in Madrid, in collaboration with Ample, providing a quick alternative to charging [15] - Waymo has introduced a new service allowing teenagers aged 14 to 17 to ride in its autonomous taxis, starting in Phoenix [16] Commercial Vehicles - Four departments in China are promoting the construction of high-power charging facilities for public transport, logistics, and heavy-duty freight [18] - Major online freight platforms have signed a self-regulatory convention to protect the rights of truck drivers, focusing on issues like timely payment and fair pricing [19] - Chongqing is drafting policies to support the development of intelligent connected new energy commercial vehicles, offering financial incentives up to 20 million yuan for compliant companies [20][21] - Qingling Motors has launched the Lingkun electric truck in Qingdao, targeting urban delivery needs [22]

工信部：开通重点车企践行账期承诺反映窗口 7月9日，工业和信息化部开通"重点车企践行账期承诺线上问题反映窗口"，受理中小企业关于重点车企 践行货款支付周期承诺和落实《保障中小企业款项支付条例》不力等问题。窗口主要受理4类问题：一 是重点车企未践行60天支付期限承诺，在采购合同中约定的付款期限超过60天；二是重点车企设定不合 理的支付期限起算时间、无正当理由拖延出具检验或验收合格证明等方式变相延长支付期限，以及以收 到第三方货款作为支付条件或按照第三方支付比例支付款项；三是重点车企强制或变相强制中小企业接 受商业汇票、应收账款电子凭证等非现金支付方式；四是重点车企落实《保障中小企业款项支付条例》 不力的其他问题。 智通财经汽车："反内卷"，要落在实处。 2024年全国新能源汽车保有量比"十三五"末增长5倍多 7月9日，国家发展改革委副主任周海兵在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表 示，2024年，全国新能源汽车保有量达到3140万辆，比"十三五"末的492万辆增长5倍多。 智通财经汽车：2024年全国新能源汽车保有量的大幅增长，印证了新能源汽车市场的快速发展，也体现 了 "十四五" 期间 ...

工信部：开通重点车企践行账期承诺反映窗口 7月9日，工业和信息化部开通了"重点车企践行账期承诺线上问题反映窗口"，受理中小企业关于重点车 企践行货款支付周期承诺和落实《保障中小企业款项支付条例》不力等问题。窗口主要受理4类问题： 一是重点车企未践行60天支付期限承诺，在采购合同中约定的付款期限超过60天；二是重点车企设定不 合理的支付期限起算时间、无正当理由拖延出具检验或验收合格证明等方式变相延长支付期限，以及以 收到第三方货款作为支付条件或按照第三方支付比例支付款项；三是重点车企强制或变相强制中小企业 接受商业汇票、应收账款电子凭证等非现金支付方式；四是重点车企落实《保障中小企业款项支付条 例》不力的其他问题。 2024年全国新能源汽车保有量比"十三五"末增长5倍多 据新华社，国家发展改革委副主任周海兵7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发 布会上表示，2024年，全国新能源汽车保有量达到3140万辆，比"十三五"末的492万辆增长5倍多。 比亚迪：对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面兜底 蔚来第1000座高速公路换电站正式建成 7月9日，蔚来宣布，蔚来高速1000站 ...

今日导读 1. 上海市经济信息化委于7月9日发布《上海市促进高成长企业加快发展三年行动方案 （2025—2027年）》。其中提到，支持资源并购整合。支持独角兽企业通过兼并重组优 化产业生态，促进技术进步和自主创新。 2. 近日，中国东方资产管理股份有限公司发布公告称，在召开的第二届董事会第四十五 次会议上，选举梁强为董事长，其任职资格有待监管核准。就在同日，中国东方宣布，原 董事长王占峰因工作变动卸任。 3. 7月9日，比亚迪官微宣布为智能泊车兜底，在全球率先实现媲美L4级的智能泊车，并 承诺：在中国市场，比亚迪对所有天神之眼车辆用户在智能泊车场景下的安全及损失全面 兜底。 宏观消息 1、 国家发展改革委主任郑栅洁7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表 示，我国5年经济增量预计将超过35万亿元 ，相当于广东、江苏、山东也就是排名前3经济大省2024年 的总量，超过长三角地区的总量，也超过世界排名第3国家的总量，每年对世界经济增长的贡献率保持在 30%左右。 2、 7月9日在国新办举行的"高质量完成'十四五'规划"首场新闻发布会上表示，前4年我国经济增速平均 达到5.5%。我国这么 ...