2.【英国政府为捷豹路虎提供15亿英镑贷款担保】9月28日消息，英国政府9月28日宣布，已同意为 捷豹路虎提供担保支持，预计将释放高达15亿英镑资金，以确保其供应链在近期遭受网络攻击后获得 稳定保障。这笔由商业银行提供的贷款将获得英国出口融资机构提供的出口发展担保（EDG）支持， 偿还期为五年，旨在增强捷豹路虎的现金储备，使其能够支持因停产而遭受重大影响的供应链。（界 面新闻） 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 国家高新 小时一手资讯 技术企业 C 3 7 + # 创投人物 投融资及收并购事件 热门产业 C 创新机会 F F 海 2万+LP数据 全生命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 El 1400 十子标签 产业图谱 行业标签 *** Ai新路径·极智新范式 扫码体验「睿兽Ai智能体验」 3. 【零跑汽车创始人朱江明回应被"限高"】9月28日，就零跑汽车因业务纠纷被强制执行一事，零跑汽车 创始人、董事长朱江明在其朋友圈上发文称，3天的"限高"今天总算解除了，这次风波也暴露了团队的一 些不足，能力还需要进一步提升， ...

Core Insights - Mercedes-Benz is advancing its strategy in China by launching a new intelligent driving assistance system in collaboration with local company Momenta, which will debut in the new all-electric CLA model [1][3] - The company is also enhancing its capital structure by acquiring a 3% stake in Qianli Technology for approximately 1.339 billion yuan, aiming to strengthen its smart technology ecosystem [1][6] Group 1: Intelligent Driving System - The new intelligent driving assistance system is based on a flywheel large model and features an end-to-end technology architecture, integrating perception, decision-making, and control, with a response time of just 100 milliseconds [3] - The system has been trained using 100% local data to adapt to China's complex traffic conditions, including scenarios like mixed traffic with non-motor vehicles and construction zones [3] - Extensive testing has been conducted across high-traffic routes and through simulation platforms, covering extreme weather conditions and unexpected road situations [3] Group 2: New Electric Vehicle Launch - The all-new all-electric CLA, built on the Mercedes-Benz MMA platform, is priced between 259,000 and 299,000 yuan, targeting the high-end electric sedan market [3][4] - The vehicle features an 800V high-voltage architecture, supporting 320kW fast charging, which can add 370 km of range in just 10 minutes, and has a CLTC range of 866 km with a consumption of only 10.9 kWh per 100 km [4] - The CLA includes advanced smart features, such as the jointly developed intelligent driving system and the proprietary MB.OS operating system, which enhances the vehicle's interactive capabilities [4] Group 3: Capital Investment and Strategic Partnerships - Mercedes-Benz's digital technology subsidiary acquired 1.36 million shares of Qianli Technology at a price of 9.87 yuan per share, with the total transaction amounting to approximately 1.339 billion yuan [6] - Qianli Technology, a subsidiary of Geely, focuses on intelligent driving solutions and plans to launch L3-level solutions within six months and L4-level Robotaxi technology by 2026 [7] - The investment is part of Mercedes-Benz's broader strategy to establish a significant digital research and development center in China, covering AI applications, autonomous driving, and automotive component development [6] Group 4: Market Positioning - The new electric CLA has commenced production at the Beijing Yizhuang factory and is set to launch later this year, enhancing Mercedes-Benz's competitive edge in the smart electric vehicle market in China [8]

北京秋意渐浓，但车企加速智能化转型的热度不减。 9月23日，梅赛德斯-奔驰（以下简称奔驰）集团股份公司董事会成员、负责大中华区业务的佟欧福和北 京字节跳动董事长张利东并肩而立，签署了升级战略合作备忘录。 "我们正在各个业务领域大力推进以前沿AI（人工智能）技术赋能的数智化发展，很荣幸与领军的科技 企业字节跳动集团升级战略合作，进一步推进AI技术在汽车领域的跨业务融合与应用。未来，我们将 一道推动汽车智能化和AI应用的创新发展，以'奔驰标准'为基础，用'中国速度'为中国客户打造不断升 级的数字豪华新体验。"佟欧福表示。 这场被奔驰称为"顶峰相遇"的合作，或重新定义智能化时代汽车产业的分工模式。 根据奔驰官方披露的细节，双方将共同推动AI技术的跨业务融合，提速AI技术的深度融合及创新应 用。值得一提的是，双方合作将覆盖智能驾驶、座舱、研发、营销等全业务链，无论广度还是深度，在 此前的汽车行业中均不多见。 但外界同时也有不解，当"接入DeepSeek"成为车圈共识，为何奔驰选择了字节跳动？在智能化转型的关 键节点，百年车企与科技新贵的这场"联姻"，究竟是短期市场策略还是长期战略布局？更值得深思的 是，在宝马聚焦智能 ...

Core Insights - The collaboration between Mercedes-Benz and ByteDance aims to redefine the automotive industry's division of labor in the era of smart technology [2][6] - The partnership focuses on integrating AI technology across various business areas, including smart driving, cockpit, research and development, and marketing [2][4] - Mercedes-Benz's self-developed MB.OS operating system serves as the foundation for this collaboration, allowing for modular development and reducing integration complexity [3][5] Group 1: Strategic Collaboration - The partnership is characterized as a "peak encounter," emphasizing the deep integration of AI technology and the innovative applications that will arise from it [2][4] - Mercedes-Benz's choice of ByteDance is seen as a strategic decision beyond mere technical parameters, leveraging ByteDance's extensive content ecosystem [4][6] - The collaboration is expected to enhance user experience in smart cockpits and accelerate advancements in autonomous driving through cloud computing capabilities [5][6] Group 2: Market Positioning and Competitive Advantage - The collaboration signifies a shift towards a symbiotic relationship between automotive companies and tech firms, moving away from a replacement model [7][8] - Mercedes-Benz aims to achieve localized innovation that better meets domestic consumer needs, enhancing its competitive edge in the Chinese market [7][8] - The partnership may lead to new revenue models through software subscription services and ecosystem sharing, alleviating profit pressures during the transition [7][8] Group 3: Challenges and Considerations - Data compliance and the complexity of technology integration pose significant challenges for international automotive companies utilizing local cloud services [7][8] - The compatibility of ByteDance's ecosystem with Mercedes-Benz's luxury brand identity will be a long-term test of brand integrity [7][8] - The outcome of this collaboration could set a precedent for new industry division models in the smart automotive sector, highlighting the importance of coexistence over replacement [8]

Group 1 - The 28th Chengdu International Auto Show is held from August 29 to September 7, showcasing over 1,600 vehicles from nearly 120 domestic and international brands, with a total exhibition area of 220,000 square meters [1] - The show highlights the acceleration of competition in smart technology, with L2-level assisted driving penetration expected to reach nearly 60% in 2024 and over 70% for smart cockpit installations [1] - Li Auto introduced its i8, MEGA, and L series models, announcing the full rollout of its VLA driver model on September 10, which aims to enhance vehicle performance and user experience [1] Group 2 - Lantu Motors launched the 2026 Lantu Dreamer for pre-sale and showcased the Lantu Zhaiguang L, emphasizing the importance of the Chengdu market for its growth [2] - XPeng Motors delivered the first batch of its new XPeng P7 on the opening day of the auto show, highlighting the high acceptance of new technologies among Chengdu consumers [2] - BYD showcased its extensive technology capabilities with dynamic demonstrations of its "Eye of the Sky" system and "Megawatt Flash Charge" technology, enhancing consumer engagement through immersive experiences [2] Group 3 - The auto show features a record high area for new energy brands, with major brands like Mercedes-Benz, BYD, and Ford showcasing their latest electric models [3] - Chengdu's automotive industry has seen significant growth, with a production increase of 29.4% year-on-year, reaching 340,000 vehicles in the first five months of 2025, and a remarkable 402% increase in new energy vehicle production [3] - The city has implemented a development plan focusing on new energy and intelligent connected vehicles, aiming to enhance local supply chain collaboration and increase local component supply rates [4]

Core Insights - The Chengdu Auto Show has become a pivotal event for the automotive industry in China, showcasing the latest models and technologies, particularly in the context of smart driving and new energy vehicles [2][3][7] - The launch of the Huawei-backed model "Shangjie H5" at a starting price of 169,800 yuan has generated significant interest, with over 25,000 pre-orders within an hour, indicating strong market demand [1][6] - Chengdu is positioned as a key hub for the commercialization of intelligent driving technologies, with a focus on the mainstream price range of 150,000 to 200,000 yuan, which aligns with the growing penetration of advanced driving assistance systems [5][6][10] Group 1: Smart Driving Developments - Chengdu is redefining its strategic value as a core testing ground for smart driving technologies, transitioning from technical competition to practical application [3][7] - The city has become a launch platform for major automotive brands to debut their latest intelligent driving systems, making it a barometer for industry trends [5][6] - The penetration rate of L2-level assisted driving in China has surpassed 50%, positioning the country as a global leader in this technology [3][10] Group 2: New Energy Vehicle Growth - Chengdu has emerged as a significant player in the new energy vehicle market, with a total of 1.08 million electric vehicles, making it the leading non-restricted city in terms of electric vehicle ownership [8][10] - The production of new energy vehicles in Sichuan province has surged, with a notable increase in market share, indicating a robust growth trajectory for the region [10][11] - The city is expected to become a critical pillar in China's new energy vehicle landscape, with projections indicating that the southwest region will produce over 3 million new energy vehicles by 2025 [10][11] Group 3: Technological Adaptation for Local Markets - Automotive companies are increasingly customizing their technologies to meet the unique demands of the southwestern market, addressing local road conditions and climate challenges [14][16] - The development of charging infrastructure is crucial, with plans to significantly increase the number of charging stations in the region to support the growing number of electric vehicles [17][19] - Innovations in battery technology and charging solutions are being showcased at the Chengdu Auto Show, reflecting the industry's response to regional needs and consumer preferences [19]

Core Insights - The Chengdu Auto Show has become a critical platform for the automotive industry, showcasing new models and technologies, particularly in the context of smart driving and electric vehicles [2][3][4][5][6][7]. Group 1: Smart Driving and Technology - Chengdu is emerging as a key hub for smart driving commercialization, with a significant focus on the practical application of advanced driving technologies [4][5]. - The Chengdu Auto Show features major automotive brands unveiling their latest smart driving systems, indicating a shift from technology validation to large-scale implementation [5][6]. - The price range of 150,000 to 200,000 yuan is identified as a critical segment for the penetration of advanced driving technologies, aligning with the market's demand for affordable smart vehicles [5][6]. Group 2: Electric Vehicle Market Dynamics - The city of Chengdu has become a central player in China's electric vehicle market, with a significant increase in the production and sales of new energy vehicles [7][9][10]. - As of mid-2023, Chengdu's electric vehicle ownership reached 1.08 million, making it the leading non-restricted city in terms of electric vehicle penetration [10][11]. - The region is projected to become a "third pole" for new energy vehicles in China, with expectations of producing over 3 million units by 2025 [10][11]. Group 3: Industry Ecosystem and Infrastructure - Chengdu's automotive ecosystem includes over 500 supporting enterprises, creating a comprehensive supply chain from manufacturing to component production [14]. - The city is addressing challenges related to charging infrastructure, with plans to significantly increase the number of charging stations by 2030 [18]. - Innovations in charging technology, such as high-voltage fast charging, are being showcased at the Chengdu Auto Show, reflecting the industry's response to infrastructure challenges [19].

Group 1 - The all-new pure electric CLA from Mercedes-Benz is set to officially launch in autumn, currently in a limited pre-order phase with a deposit of 3000 yuan offering over six times the deposit benefits until September 1 [3][8] - The vehicle features an impressive range of up to 866 kilometers (CLTC standard) and utilizes an intelligent driving assistance system developed by a Chinese team, capable of both urban and highway navigation [3][4] - The design incorporates a new electric digital era language, with a longer wheelbase of 2830 millimeters, enhancing space and comfort, while achieving a power consumption of only 10.9 kilowatt-hours per 100 kilometers [4][6] Group 2 - The all-new pure electric CLA is equipped with an 800-volt electrical architecture, improving charging speed and efficiency, allowing for a 370-kilometer range boost with just 10 minutes of charging [4][6] - It features a specially designed electric two-speed transmission for better acceleration in urban commuting and enhanced comfort for long-distance travel, alleviating range anxiety [6] - The vehicle is built on Mercedes-Benz's self-developed MB.OS architecture, enabling hardware decoupling and customizable software development, with over-the-air (OTA) capabilities for continuous updates [6]