丨 2025年9月23日星期二丨 NO.1李想：没有理想i7这个车型 9月22日，理想汽车董事长李想通过微博发文称，"看到大家都在讨论理想i6的体验超预期，很多朋友就 来问我关于理想i7的情况。我统一回复一下：没有'理想i7'这个车型，请大家不要等了"。据悉，理想i6 纯电SUV将于9月26日正式上市。 点评：市场监管总局发布两项新国标，强化新能源公交安全与汽车租赁平台监管。此举为新能源客车行 业带来明确技术指引，利于具备技术储备的龙头企业巩固市场地位；对汽车租赁板块，新规遏制无序竞 争，引导行业向规范化发展，提升服务质量。整体看，政策细化有助于稳定交通服务领域市场秩序，增 强投资者对相关产业长期健康发展的信心。 NO.3宝马第三代氢燃料电池系统已启动首批原型产品试制 9月22日消息，宝马近日宣布推出第三代氢燃料电池系统，当前已启动首批原型产品的试制。第三代氢 燃料电池系统将于2028年量产，并率先搭载于全新一代BMW X5。据悉，第三代氢燃料电池系统占用的 空间减少约25%，且可无缝集成至未来的车型架构中。新燃料电池系统由宝马与丰田联合开发。 点评：宝马携手丰田推出第三代氢燃料电池技术，计划2028年量产， ...

Core Viewpoint - BMW has announced the launch of its third-generation hydrogen fuel cell system, developed in collaboration with Toyota, with plans for mass production by 2028, starting with the new BMW X5 model [1][4]. Group 1: Technology Advancements - The third-generation hydrogen fuel cell system features significant optimizations, including a 25% reduction in space requirements and seamless integration into future vehicle architectures, enhancing system efficiency [4]. - The advancements are attributed to comprehensive upgrades in the drive system components and optimized operational strategies, resulting in longer range, higher power, and lower energy consumption [4]. Group 2: Strategic Importance - Hydrogen energy is recognized as a key component in global decarbonization efforts, and BMW is committed to investing in this technology as part of its open technology strategy [4][6]. - The development of hydrogen energy aligns with China's strategic direction for new energy, as outlined in the national hydrogen industry development plan [4]. Group 3: Historical Context and Future Plans - BMW has a long history in hydrogen technology, dating back to 1979, and has progressively developed various hydrogen-powered vehicles over the years [6]. - The collaboration with Toyota continues to deepen, focusing on a drive system applicable to both passenger and commercial vehicles, with production facilities set to begin installation in May 2026 and official production in 2028 [8]. Group 4: Industry Challenges - The development of hydrogen vehicles faces two main challenges: reducing hydrogen production costs and establishing a widespread hydrogen refueling network [8]. - The market potential for hydrogen fuel cell technology in passenger vehicles remains uncertain until the technology is fully implemented and evaluated in real-world conditions [8].