我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IFA 吸引了 1800 多家展商，以及来自 ...

Group 1 - The article discusses the phenomenon of vehicles experiencing shaking or vibration during low-speed turns in wet conditions, tracing the issue back to historical vehicle designs like horse-drawn carriages [1] - Most modern vehicles utilize front-wheel steering for better stability, while rear-wheel steering can lead to oversteering and loss of control [2][4] - Early steering mechanisms, such as the simple "turntable steering," had inefficiencies and required large turning radii, leading to poor comfort and handling [6] Group 2 - To address the large turning radius, a quadrilateral steering mechanism was developed, allowing for reduced turning space but introducing new issues like sliding friction and vibrations [8] - The Ackermann steering geometry was introduced to ensure that the inner and outer wheels turn at different angles, minimizing side slip and tire wear during turns [10] - The standard Ackermann steering has a correction rate of 100% when the steering arms intersect at the rear axle, affecting the vehicle's steering characteristics [11] Group 3 - Despite the theoretical 100% correction rate, real-world factors like tire deformation necessitate adjustments to the Ackermann steering ratio for optimal performance [13] - Different vehicle types, such as formula racing cars, may employ "anti-Ackermann steering" to enhance stability and grip during high-speed cornering [15] - The advantages of Ackermann steering include reduced tire sliding, extended tire life, and improved vehicle stability, making it suitable for both performance and everyday vehicles [15]

Core Insights - Mercedes-Benz's global automotive and van sales declined by 9% year-on-year, totaling 547,100 units in Q2 2025, with a significant drop in battery electric vehicle (BEV) sales by 18% to 41,900 units [1][3] - The North American market saw a 14% decrease in sales, while the Chinese market experienced a severe decline of 19%, contributing significantly to the overall performance downturn [1][3] Sales Performance - Total sales for Mercedes-Benz Group in Q2 2025 were 547,100 units, reflecting a 3% increase from Q1 2025 but a 9% decrease compared to Q2 2024 [3] - BEV sales specifically dropped by 8% from Q1 2025 and 18% from Q2 2024, totaling 41,900 units [3] - Sales by segments showed a mixed performance, with the Top-End segment remaining flat at 64,800 units, while the Core segment increased by 4% to 273,800 units [3] Regional Sales Breakdown - In Europe, sales increased by 7% to 159,700 units, with Germany showing a notable 16% rise [3] - Asia's sales decreased by 5% to 189,200 units, with China experiencing a significant 19% drop to 140,400 units [3] - North America saw a 5% increase in sales to 80,600 units, with the U.S. market up by 11% [3] Quality and Trust Issues - Mercedes-Benz faced quality and trust crises, including recalls affecting 16,100 vehicles due to safety hazards related to the fuse box and battery management system [3][4] - The company also dealt with widespread issues in its vehicle navigation systems, impacting several popular models [4] Strategic Adjustments - To address market changes, Mercedes-Benz plans to reduce production costs by 10% by 2027 and is focusing on enhancing its electric vehicle lineup [5] - The company aims to launch new models, including pure electric and plug-in hybrid vehicles, starting in 2025, and plans to introduce several models tailored for the Chinese market [5] - Despite challenges, Mercedes-Benz remains committed to the Chinese market, with plans for additional investments exceeding 14 billion RMB to enhance local product offerings [5]

Core Insights - The article discusses the resurgence of range-extended electric vehicle (REEV) technology among joint venture and luxury brands, highlighting its potential to influence their future product strategies [1][8][39] - Companies like SAIC Volkswagen and GAC Toyota are set to introduce new vehicles utilizing REEV technology, while BMW and Mercedes-Benz are also considering entering this market [2][7][27] - The article reflects on the initial skepticism surrounding REEV technology, particularly during the early days of Li Auto, and contrasts it with the current renewed interest from established brands [6][22][39] Group 1: Industry Trends - The adoption of REEV technology is seen as a strategic pivot for traditional and luxury brands, which previously focused on pure electric and hydrogen technologies [8][22] - GAC Toyota's decision to implement REEV in models like the next-generation Highlander and Sienna indicates a shift towards more family-oriented vehicles [10][12] - The article notes that GAC Toyota's diverse powertrain options, including hybrid and hydrogen, make their move into REEV somewhat unexpected [9][10] Group 2: Company Strategies - SAIC Volkswagen's "Joint Venture 2.0" strategy emphasizes a collaborative approach, integrating local technology and consumer insights into product development [18][20] - The article highlights that the success of GAC Toyota's recent models is linked to their willingness to empower local teams, suggesting that this approach could enhance their competitiveness in the domestic market [17][21] - BMW's exploration of REEV technology for models like the sixth-generation X5 reflects a broader trend among luxury brands to reconsider their technological strategies in response to market demands [27][29] Group 3: Consumer Insights - The article emphasizes that consumer preferences in China are shifting towards vehicles that offer low energy consumption, convenient refueling options, and extended range, rather than a strict adherence to specific technologies [27][39] - Li Auto's focus on creating a "mobile home" experience for users illustrates the importance of addressing practical consumer needs in the design of electric vehicles [35][39] - The discussion around REEV technology serves as a litmus test for how well traditional brands can adapt to the evolving expectations of Chinese consumers [37][39]

新能源技术重构大型轿车格局 在传统燃油车时代，大型轿车市场长期由德系三强（奔驰S级、宝马7系、奥迪A8）和日系旗舰（如雷克萨斯LS）所主导，自主品牌虽多次尝试突 破，但均未能取得预期效果。然而，随着新能源汽车的崛起，自主品牌获得了重新定义大型轿车标准的良机。 如尊界S800所采用的"智能可变架构"平台，能够根据车型需求灵活调整轴距和电池布局，实现空间利用的最大化；奇瑞A9L搭载的固态电池技术，其 能量密度达到400Wh/kg，续驶里程突破800公里；比亚迪即将推出的大型轿车则配备了四轮独立电机和原地转向功能。这些技术创新使得自主产品在性能 指标上已经超越同级别的传统高端车型。"新能源汽车技术已经使大型轿车的竞争规则发生了根本性的变化。"清华大学汽车产业与技术战略研究院院长赵 福全分析，"在燃油车时代，V8、V12发动机和复杂的变速器系统构成了难以逾越的技术壁垒。而在电动化时代，三电系统、智能驾驶和座舱交互成为新 的核心竞争力，这正是自主品牌的优势所在。" 长期以来，轿车市场，特别是中大型轿车领域，一直是自主品牌难以攻克的"堡垒"。相关数据显示，近年来，在中大型轿车细分市场中，高端品牌依 然占据主导地位，自主品 ...

Investment Rating - The report maintains a "Positive" investment rating for the automotive industry, particularly focusing on the mid-to-high-end market and strong alpha companies [3][4]. Core Insights - The Chinese automotive market is transitioning between the third and fourth consumption eras, with a notable expansion in mid-to-large SUVs and personalized products, indicating untapped consumer potential [4]. - The report emphasizes the importance of innovative supply to stimulate market demand, highlighting products like Yu7, Zun Jie S800, and upcoming models from Li Auto as key drivers [4]. - The report suggests continued attention to strong alpha manufacturers such as Li Auto, JAC, Xiaomi, and Seres, as well as their corresponding supply chain companies [4]. Industry Update - Retail sales of passenger cars reached 570,000 units in the 26th week of 2025, with a month-on-month decrease of 1.38%. Traditional energy vehicles sold approximately 274,000 units, down 7.43%, while new energy vehicles sold 296,000 units, up 4.96%, achieving a penetration rate of 51.93% [4]. - The automotive industry experienced a total transaction value of 425.645 billion yuan this week, reflecting a week-on-week decrease of 5.01% [4]. - The automotive industry index rose by 0.10% this week, while the Shanghai and Shenzhen 300 index increased by 1.54%, indicating that the automotive sector's performance was below the broader market [11]. Market Conditions - The report notes that 123 automotive stocks rose while 159 fell this week, with the largest gainers being TaoTao Automotive, Hunan Tianyan, and Zhengyu Industrial, which saw increases of 29.8%, 21.0%, and 18.3%, respectively [15]. - Key events include the launch of the Xiaopeng G7, which exceeded pricing expectations and features advanced autonomous driving capabilities, and the opening of BYD's factory in Brazil, enhancing its presence in the Latin American market [5][8]. Investment Recommendations - The report recommends focusing on domestic strong alpha manufacturers such as BYD, Geely, and Xiaopeng, as well as companies involved in the trend of smart technology, including Jianghuai Automobile and Seres [4]. - It also suggests monitoring state-owned enterprise reforms, particularly with SAIC Motor, and identifying component manufacturers with strong growth potential, such as Fuyao Glass and New Spring [4]. Key Events - Xiaopeng G7 was launched with a starting price of 195,800 yuan, featuring advanced AI capabilities and a significant increase in autonomous driving performance [5][41]. - BYD's new factory in Brazil aims for an annual production capacity of 150,000 vehicles, with plans to expand to 300,000 units, marking a significant step in its global strategy [8][9].

以下文章来源于三联生活实验室 ，作者碳酸狗 三联生活实验室 . Never Bored 城市Cool Guy生活样本 商务是归宿。 作者 | 碳酸狗 来源 | 三联生活实验室 （ID：LIFELAB2020） 都说看一个人开什么车，可以透露出他目前的人生状态。"开剁椒鱼头车的则是县城贵 妇，对车的要求只有代步；开网约风电车的年轻人，准备着埋头苦干、没事赚点外快。" 但开商务车的男人，总会被蒙上一层神秘的气息，让人完全看不透他们的身份底牌。只 是总听人说，人到中年，归宿就是一辆商务。 图源：蓝胖子 "已经过了攀比的年纪，没必要再用车来标榜自己。年轻时对车的要求是能装，而到了中 年 ， 对 车 的 要 求 则 变 成 了 真 的 能 装 。 所 以 买 车 越 大 越 好 ， 最 好 能 塞 下 岳 父 岳 母 一 家 老 小，外加两只狗。" "最重要的是，闲着没事也能跑跑网约车，赚专车和商务车的价格。" 商务车的价格丰俭由人，预算紧的话十来万就能提辆二手车，有钱就上奔驰威霆和埃尔 法。 对于中年男人来说，轿车是过渡，商务是归宿。 商务车男人，你惹不起 当其他车主还在鄙视链里卷生卷死、争论宝马和奔驰谁更有排面时， ...

Core Viewpoint - The luxury automotive market, particularly the German trio of BBA (Benz, BMW, Audi), is experiencing a significant price drop due to the rise of electric vehicles and strong competition from domestic brands, leading to a collective price war that undermines their traditional premium positioning [3][4][6]. Price Cuts and Market Dynamics - Since 2025, BBA has engaged in aggressive price reductions, with Mercedes-Benz GLC seeing discounts up to 199,000 yuan, and the EQC dropping from 620,000 yuan to 220,000 yuan, a staggering decrease of 400,000 yuan [4][5]. - Audi's A4L has seen its price drop to the 200,000 yuan range, while the Q7's entry price has fallen below 500,000 yuan for the first time [4]. - BMW's 525Li has dropped to below 290,000 yuan, representing a 34% discount from its original price [5]. - The overall luxury car market is witnessing a collapse in pricing, with models like the Porsche Cayenne and Macan also seeing significant price reductions [5]. Impact of Electric Vehicles and Domestic Brands - The price decline is primarily driven by the competitive pressure from domestic electric vehicle brands, which are advancing rapidly in technology and market share [6][10]. - Domestic brands like Li Auto and AITO are offering advanced features that BBA's models lack, such as superior intelligent driving systems [7][8]. - BBA's sales in China are declining, with Mercedes-Benz down 7% to 683,600 units, BMW down 13.3% to 714,500 units, and Audi down 10.9% to 649,000 units in 2024 [10]. Challenges in Transformation - BBA is struggling with the transition to electric and smart vehicles, with significant investments required while their net profits are declining: Mercedes-Benz down 28.4%, BMW down 36.9%, and Audi down 33.1% [12]. - The lack of in-house battery production capabilities forces BBA to rely on expensive external suppliers, impacting their cost structure [12]. - BBA's attempts to collaborate with tech companies like Huawei for smart driving solutions may lead to a loss of brand identity and autonomy [13]. Strategic Responses - In response to the crisis, BBA plans to launch 36 new products from 2025 to 2027, with BMW aiming for a 20% efficiency improvement and Audi collaborating with Porsche on a new electric platform [11][12]. - Initial signs of recovery are noted, with models like the Audi Q4 e-tron and BMW i3 seeing increased orders after integrating advanced technologies [13]. Conclusion - The luxury car market's definition is shifting, and BBA's ability to reclaim its former status is increasingly uncertain, suggesting a potential long-term decline in brand value and consumer trust [14].

编前：当前，规模不再是经销商效益和资源的背书，甚至有可能成为拖垮企业的掣肘。与此同时，转型也不再是助力经销商发展的锦上添花，而是关 乎生存的重大抉择。站在汽车业电动智能化变革的历史关口，经销商盈利模式被渐进式颠覆，行业价值被重新评估，亟需重构新的业务格局。在此背景 下，本报策划了 " 经销商转型启示录 " 系列报道，希望为经销商点亮转型灵感。 当规模不再是经销商效益和资源的背书，而是成为拖垮企业的掣肘。转型也变得不再是帮助经销商发展的锦上添花，而是关乎生存的抉择。 近段时间以来，汽车经销商的日子实在算不上好过。车市无序的价格内卷，给本就深处寒冬之中的汽车经销行业接连重创，规模不一的经销商集团及 旗下门店被迫关店，让不少同行深感兔死狐悲。 相比之下，国内头部汽车经销商中升集团却在看似狭窄的转型之路上越走越宽。近日有消息称，中升集团继大手笔采购问界、奥迪之后，再次斥巨资 购置1500辆奔驰，仍然投放于向客户提供高品质代步车服务。在颇为常见的代步车服务上耗费巨资，让人不免疑惑，中升此举，意欲为何？ 3个月采购超3000辆代步车 据介绍，此次中升集团集中购置的1500辆奔驰车型，涵盖EQS、E级、GLE、GLC在内的 ...

相比前两个月，进店量还是有点小幅下滑，端午假期之前能到25-30组。主要原因有两个：一是本月迎来高考、中考，很多家长都在陪孩子全力备 战考试，他们的年龄段刚好就是问界M9的意向群体，第二个原因是最近的天气有点极端，要么高温要么暴雨，有些约好到店的客户也因为天气而 搁置了看车计划。 别人都是怎么买这车的？ 问界M9目前最畅销的依然是六座增程Ultra版，10台里面占7台，目前等车周期是6-8周。 纯电版普遍不如增程版好卖，尤其是五座纯电Ultra版。 纯电难卖主要是因为车身大，车也重，纯电续航电耗就会比较高。除非是只用于家庭代步，并且对纯电有执念，不然还是选增程的多。 另外增程 版本身已经标配52度电池，纯电续航超过250km，市区代步足够用了。 大家好，我是鸿蒙门店的销售，今天来和大家聊聊问界M9这款车。 最近市场如何？ 我们是商超门店，在某四线城市，现在这个时期有点进入了传统淡季的感觉，不过由于新品问界M8和享界S9的声量，平均每天还是会有15-20组 客户进店看车。问界M9的关注度一直都很高，能占到进店量的40%。 六座比五座好卖是因为本身问界M9就是全尺寸SUV，空间大，三排空间也不小，第三排还可以纯平 ...