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未来钱要花在哪里?蔚来李斌:核心就在充换电基础设施领域
Xin Lang Cai Jing· 2025-12-09 11:54
专题:2025《中国企业家》影响力企业家年会 12月5日-7日,由《中国企业家》杂志社主办的"2025(第二十三届)《中国企业家》影响力企业家年 会"(原中国企业领袖年会)在北京举行,主题为"涌现·无限——共创智能商业新形态"。蔚来创始人、 董事长、CEO李斌出席并演讲。 李斌表示,根据自己的经验,就是要坚持技术创新。他提到,蔚来11年来确实投了很多钱,主要投在技 术研发上,11年累计投入研发费用超过650亿元人民币,全球研发团队超过11000人,接近10000个项目 专利。蔚来在核心研发上持续坚定投入,每个季度的研发投入在30亿元人民币左右,去年是130亿,前 年是134亿,研发强度在所有车企里属于最高之一。 他强调,智能电动汽车是三个大的行业一起创新,这不是点上的创新,是体系的创新。他举例子表示, 蔚来今年搭载的智驾芯片,全球第一颗5纳米车规级芯片,晶体管超500亿颗,比英伟达旗舰芯片更早完 成流片、量产、上车与全链路打通。同时,蔚来自研的整车全域操作系统可管理车上所有芯片,从最小 的芯片到"神玑"这样的大芯片。这两项核心研发历时4年,"有芯有魂",相当于整车"神经系统"全部是 自己做的。 此外,天行底盘 ...
智能底盘,L3的“AI安全员”?
3 6 Ke· 2025-11-03 05:02
Group 1 - Cadillac has introduced the new CT6 flagship model priced at 329,000 yuan, featuring the fourth-generation MRC electromagnetic suspension, which is typically found in luxury cars like the Ferrari SF90 priced at 5 million yuan [1] - The active suspension system is part of a broader trend in the automotive industry, with many smart chassis technologies emerging in the Chinese market, including systems from Huawei, BYD, NIO, and SAIC [3] - The smart chassis market for passenger vehicles in China is projected to exceed 50 billion yuan by 2025 and could surpass 100 billion yuan by 2027, indicating significant growth potential [5] Group 2 - The smart chassis integrates various subsystems such as steering, braking, driving, and suspension, playing a crucial role in vehicle dynamics and performance [11] - Smart chassis technology enhances vehicle stability, comfort, and safety by allowing for real-time adjustments based on driving conditions and user demands [13] - The integration of smart chassis with autonomous driving systems is essential for improving vehicle safety and reliability, as both systems are critical for the overall safety of intelligent electric vehicles [16][20] Group 3 - The lack of communication between the smart chassis and autonomous driving systems can lead to safety incidents, particularly in adverse weather conditions [18] - A seamless integration of smart chassis and autonomous driving systems is necessary to ensure safe and efficient vehicle operation, with a focus on creating a closed-loop system for information exchange [23] - Industry experts predict that the full integration of smart chassis and autonomous driving technologies will be achieved within the next three to five years, enhancing the safety of autonomous driving [26]
李斌提出“新三大件”,蔚来2025能否画出上升曲线?
3 6 Ke· 2025-04-25 16:21
Core Insights - The rapid advancement of intelligent electric vehicles has led to a diminishing competitive edge for Chinese automakers, as traditional Japanese and German brands have caught up in high-end intelligent driving and cockpit technologies [1][4] - NIO's founder, Li Bin, emphasizes the importance of core technologies that are not immediately visible to users, such as intelligent driving chips, operating systems, and smart chassis, which he refers to as the "new three essentials" of intelligent vehicles [3][11] - NIO has invested over 10 billion yuan annually in R&D for three consecutive years, focusing on self-developed technologies to establish a strong technological foundation for the intelligent electric vehicle era [8][19] Industry Trends - The Shanghai Auto Show has shifted focus from flashy marketing to genuine technological innovation, with industry leaders prioritizing core technology advancements over mere brand visibility [6][19] - NIO's strategic approach includes a multi-brand strategy, integrating resources across its three brands—NIO, ONVO, and firefly—to enhance operational efficiency and market competitiveness [19][20] Product Development - NIO plans to launch nine new models across its three brands by 2025, with a steady release schedule that includes the ET5, ET5T, ES6, and EC6 in the second quarter, and the third-generation ES8 in the fourth quarter [12][13] - The firefly brand has introduced a new model priced at 119,800 yuan, targeting the high-end small car market and set to enter multiple international markets [13][15] Technological Innovations - The self-developed 5nm intelligent driving chip, NX9031, is a significant advancement for NIO, providing superior performance compared to competitors' chips and enabling cost savings in production [3][11] - NIO's SkyOS operating system integrates various functionalities, reducing reliance on third-party systems and further lowering operational costs [11][20] Infrastructure Development - NIO aims to establish a comprehensive battery swap network by the end of 2025, covering over 2,800 county-level administrative regions in China, while also expanding its fast-charging infrastructure [16][19] - Li Bin argues that battery swapping and fast charging are complementary rather than opposing technologies, highlighting the advantages of battery swapping in terms of user experience and efficiency [16][17]