随着保有量的快速增长，新能源汽车的售后问题也逐渐浮出水面，其中部分车企对召回的消极态度，正 成为行业发展的痛点。业内人士表示，建立召回制度的核心目的是推动车企提高产品质量，车企应将召 回视为提升自身的契机，而非"烫手山芋"。 北京商报近日刊发的《有的可换整机、有的只配打胶，小鹏P7+转向机售后被指"看人下菜"》报道，引 起广泛关注。北京商报记者在跟踪采访中了解到，虽然目前小鹏汽车售后同意为主动提出要求的首批车 主更换转向机，但因配件短缺，部分车主迟迟未能更换，在拼多多上甚至已出现销售小鹏P7+转向机的 网店。上述车主的问题尚未得到妥善解决，还不断有车主遭遇转向机故障的危险情况。面对众多车主希 望召回更换的诉求，小鹏方面仍未作出官方回应，被质疑存在逃避召回责任之嫌。 安全隐患仍未消除 北京商报记者了解到，目前主动提出要求的首批车主(2024年11月提车)基本得到了可以更换转向机的解 决方案，但更换速度较为缓慢。湖北车主王凡表示，自己的车辆生产于2024年10月，最初小鹏售后拒绝 更换转向机，如今虽同意更换，"但从6月申请至今仍被告知配件缺货"。 由于配件短缺，在拼多多上甚至出现销售小鹏P7+转向机的网店。该店店 ...

湖北车主王凡表示，自己的车辆生产于2024年10月，起初小鹏售后拒绝更换转向机，如今虽同意更 换，"但从6月申请至今仍被告知配件缺货"。 北京商报记者丨蔺雨葳 近日，北京商报刊发了《有的可换整机、有的只配打胶，小鹏P7+转向机售后被指"看人下菜"》的报 道，引起了广泛关注。北京商报记者在跟踪采访中了解到，目前，小鹏汽车售后虽然同意为主动提出要 求的首批车主更换转向机，但因配件短缺，部分车主迟迟未能更换，在拼多多上甚至出现了销售小鹏 P7+转向机的网店。上述车主的问题尚未得到妥善解决，还不断有车主遭遇转向机故障的危险情况。面 对众多车主希望召回更换的诉求，小鹏方面仍未作出官方回应，被质疑存在逃避召回责任之嫌。 随着保有量的快速增长，新能源汽车的售后问题也逐渐浮出水面，其中部分车企对召回的消极态度，正 成为行业发展的痛点。业内人士指出，建立召回制度的核心目的是推动车企提高产品质量，车企应将召 回视为提升自身的契机，而非"烫手山芋"。 安全隐患仍未消除 北京商报记者了解到，目前，主动提出要求的首批车主们（2024年11月提车）基本得到了可以更换转向 机的解决方案，但更换速度较为缓慢。湖北车主王凡表示，自己的车辆生产 ...

Group 1: Trade and Economic Policies - The U.S. has adjusted tariffs on Chinese goods, removing a total of 91% of tariffs and modifying a 34% tariff, with 24% suspended for 90 days and 10% retained [2] - The U.S. has also reduced the international mail tax rate from 120% to 54% and canceled a planned increase in the per-item tax from $100 to $200 [2] Group 2: Corporate Developments - Tencent has established a new e-commerce product department within its WeChat division to explore new trading models and enhance its e-commerce ecosystem [15][16] - Apple has seen a significant drop in iPhone sales in China, with a reported 9% decrease in shipments in the first quarter, leading to substantial price cuts of up to one-third on major e-commerce platforms [17][19] Group 3: Financial Transactions - Vanke has received a loan of up to 15.52 billion yuan from its major shareholder, Shenzhen Metro Group, marking the fourth loan this year, totaling nearly 120 billion yuan [21][22][23] Group 4: Market Opportunities - Nvidia and AMD stocks have risen due to potential multi-billion dollar opportunities in AI infrastructure projects in Saudi Arabia, estimated to be worth $30 billion to $50 billion annually [20]

Core Viewpoint - The automotive industry is shifting its narrative from "intelligent driving" to "assisted driving," emphasizing safety and realistic capabilities over exaggerated claims [1][4][22]. Group 1: Industry Trends - During the recent Shanghai International Auto Show, companies like Deep Blue Automotive and BYD have downplayed their previous "high-level intelligent driving" claims, opting for terms like "assisted driving" instead [1][4]. - Key terms such as "safety redundancy," "scene optimization," and "standardized promotion" have emerged as focal points in consumer discussions, indicating a shift towards verifying actual reliability rather than just flashy features [2][4]. Group 2: Regulatory Developments - The Ministry of Industry and Information Technology of China has emphasized the need for automotive manufacturers to adhere to strict guidelines regarding the promotion and testing of intelligent driving systems, aiming to eliminate misleading advertising [4][22]. - New regulations in cities like Beijing and Wuhan have been introduced to clarify responsibilities in the event of accidents involving L3-level autonomous vehicles, which is expected to increase consumer confidence in using such technologies [18][20]. Group 3: Consumer Awareness and Education - There is a growing concern that consumers are not adequately educated about the limitations and proper use of intelligent driving systems, leading to dangerous misconceptions [7][9]. - Many consumers report that sales representatives do not provide sufficient information about the operational boundaries and safety measures of intelligent driving features, which can create a false sense of security [7][9]. Group 4: Investment and Market Dynamics - The investment enthusiasm for intelligent driving technologies peaked in 2021 but has since declined as stakeholders recognize the complexities involved in transitioning from "intelligent driving" to "fully autonomous driving" [11][12]. - Companies like Xpeng and Huawei are actively pursuing L3-level intelligent driving solutions, with plans for commercial rollout in the coming years, indicating a strategic pivot towards more achievable goals in the market [18][22]. Group 5: Technical Challenges - The industry faces significant technical hurdles in achieving true autonomous driving, with current systems still far from being able to replace human drivers effectively [16][17]. - The limitations of existing algorithms and the need for extensive testing and validation highlight the gap between current capabilities and consumer expectations [14][16]. Group 6: Future Outlook - The shift towards a more regulated and safety-focused approach in the intelligent driving sector is seen as a necessary evolution for sustainable growth [23]. - As the industry moves away from "function over safety," there is potential for a more mature market that balances technological advancement with consumer education and regulatory compliance [23].

前两天有条新闻，说是纽约市民凌晨五点为了抢购中国全景相机排了两条街的队，底下还晒出了一张海 报： 以下文章来源于有数DataVision ，作者张泽一 有数DataVision . 数据表象与商业真相 美东时间4月22日，影石原定早上九点在纽约中央车站举办新品X5发售活动，但凌晨三点就有人开始排队， 争抢第一批新品购买试用的体验。 一边是数百米开外的长队，同时已经有用户开始在社媒上po出抢到的X5，而从事后影石发布的官方战报来 看，说是"席卷"全球电商排行榜也不为过，这似乎阐述了一个事实： 哪怕真的加了关税，国产全景相机的性能也已经卷到美国人非买不可的地步。 据媒体报道，4月27日下午，影石深圳壹方城商场的专卖店同样人流密集，近几天客流量较往常几乎翻 倍。 "都在问热搜同款，闭店了用户还在联系说要来看相机"。 创意需求撕开细分市场 知乎上曾经有个热门话题："玩相机的是怎么看待玩手机摄影的？"。 彼时的"手机摄影大师"在器材党眼里基本像个笑话，可带着长枪短炮在玉渊潭公园"打鸟"的专家们也不得不 承认，今天的手机厂商宣传页，已经成为了全民摄影启蒙。 卷到最后，对大多数人来说， 一张好照片的秘密，其实最终还是美图秀 ...

4月23日下午，"董明珠再点名小米汽车"相关话题冲上微博热搜。 据观察者网，4月22日，格力电器召开临时股东大会，在股东大会上，董明珠称 ： "小米汽车烧死人你们看到没，但格力在北京'大一路'跑了十几年，从 没有火灾事故，这就是实力，这就是技术。" 公开资料显示，"大一路"即为北京的1路公交。 截至发稿，小米方面对此暂无公开回应。 近期，小米汽车两起事故引发关注。 昨夜，全线大涨！金价，剧烈波动！ 日单量97，刘强东登骑手排行榜第一？京东回应！ 4月5日，一辆小米SU7标准版在湛江发生事故，根据警方通报，事故发生后，小汽车起火燃烧。对此，小米汽车发文回应称，目前，现场勘查已完成，最 终结论以相关部门报告为准。据初步了解，相关火情是碰撞后电动二轮车锂电池严重挤压和变形起火，再引燃事故车辆。 来源：证券时报 关注" 新华网财经 "视频号 更多财经资讯等你来看 往期推荐 3月29日22时44分，一辆小米SU7标准版在德上高速公路池祁段行驶过程中遭遇严重交通事故。4月1日晚间，小米汽车发文，就事故车辆、事故发生路况 和车速、车辆发生事故后为什么会起火等问题进行回应，小米创办人、董事长兼CEO雷军当日回应称，由于事故还 ...

Core Viewpoint - The article discusses recent incidents involving Xiaomi's electric vehicles, highlighting safety concerns and contrasting them with Gree Electric's claims of superior technology and safety standards [1][6]. Group 1: Xiaomi's Vehicle Incidents - Two serious accidents involving Xiaomi's SU7 electric vehicles have raised safety concerns, with one incident occurring on March 29 and another on April 5, both resulting in vehicle fires [6]. - Xiaomi's founder, Lei Jun, stated that the company is cooperating with investigations and will address public concerns as the situation develops [6]. Group 2: Gree Electric's Response - Gree Electric's chairperson, Dong Mingzhu, emphasized the company's safety record, claiming that their operations in Beijing have not resulted in any fire incidents over the past decade, contrasting this with the recent accidents involving Xiaomi [1].

Group 1: Xiaomi Incident - Xiaomi's chairman Lei Jun expressed deep sorrow over the traffic accident involving a Xiaomi SU7 that resulted in the death of three female university students, and a special team was formed to address the incident [1] - The accident has raised concerns about the stability and safety of new energy vehicle technologies, with the National Development and Reform Commission highlighting issues of disorderly competition in China's automotive industry [1] Group 2: OpenAI Financing - OpenAI announced a new financing round of $40 billion, bringing its post-money valuation to $300 billion, with SoftBank contributing 75% of the funding [2] - The valuation has significantly increased from $157 billion in the previous round, surpassing the combined market capitalization of major tech companies like Intel and AMD [2] Group 3: JD and Dada Merger - Dada announced a merger agreement with its parent company JD Sunflower Investment Limited, which will make Dada a wholly-owned subsidiary of JD [3] - The merger is expected to be completed by the third quarter of 2025, aiming to enhance JD's capabilities in instant retail and delivery services [3] Group 4: US Tariff Impact on Home Appliance Manufacturers - Following the announcement of new tariffs by the US, home appliance exporters have varied responses, with some considering relocating showrooms to the US or shifting focus to other markets [4] - The China Machinery Industry Federation's appliance division noted that the tariff changes have a neutral impact on the competitiveness of Chinese companies [4] Group 5: STMicroelectronics and Innoscience Collaboration - STMicroelectronics and Innoscience signed a GaN technology development and manufacturing agreement, allowing both companies to leverage each other's manufacturing capabilities [5][6] - The collaboration aims to expand and accelerate the adoption of GaN technology across various sectors, including consumer electronics and automotive [6] Group 6: EHang's Response to Tariff Measures - EHang stated that the recent US-China tariff measures are not expected to have a substantial impact on its operations, as 95% of its revenue comes from the Chinese market [7] - The company clarified that it does not export its autonomous aerial vehicles to the US and does not rely on US-sourced components [7] Group 7: Kuaishou's AIGC Consumption Growth - Kuaishou reported that daily consumption of AIGC materials has surpassed 30 million, with significant growth in its automated advertising solutions [8] - The company plans to upgrade its advertising engine to a next-generation AI smart commercial engine, with controlled growth in AI-related capital expenditures [8] Group 8: Qianxun Intelligent Financing - Qianxun Intelligent announced the completion of a 528 million RMB Pre-A round financing, led by Prosperity7 Ventures [9] - Despite some investors exiting the sector, the continued financing activity indicates ongoing interest in the field of embodied intelligence [9] Group 9: "Little Giant" Enterprises M&A Activity - The number of M&A events involving "Little Giant" enterprises has increased, with 62 disclosed transactions in 2024, a 121.4% year-on-year growth [10] - The total disclosed transaction amount reached 18.254 billion RMB, reflecting a 107.4% increase compared to the previous year [10] Group 10: Investment Trends in Various Sectors - The biopharmaceutical sector saw one financing event this week, while the semiconductor sector experienced a decrease in financing events [12] - The artificial intelligence sector reported an increase in financing events, indicating a growing interest in AI technologies [12]

撰文 / 钱亚光 设计 / 师 超 3月29日的夜晚，一辆小米SU7标准版在高速公路行驶过程中遭遇严重交通事故。车辆燃烧起火，三个年轻人葬身高速公路。 这一事故暴露出智能辅助驾驶技术的不成熟，例如摄像头视觉感知的灵敏度在夜间和恶劣天气时会显著下降，用户盲目信赖智驾功能而导致的车祸也时 有发生，这都为市场敲响了安全警钟。 根据小米官方披露，事故发生前车辆检测到障碍物后发出预警并减速，但未触发AEB紧急制动系统。辅助驾驶退出，驾驶员接手仅2秒，碰撞就发生 了。 小米SU7标准版没有配备激光雷达，纯视觉模式在夜间识别效果相对欠佳，可能存在障碍物识别不够及时到位问题。而激光雷达可通过主动发射激光束 获取高精度三维环境数据，对环境感知精度高、可直接获取目标的距离、角度、反射强度、速度等信息且抗干扰能力较强。 这起夺命事故引发了市场对纯视觉智驾方案可靠性的质疑。长远来看，小米SU7事故或将成为智能驾驶技术路线的分水岭，有望将激光雷达从"成本选 项"跃升为"安全刚需"。 4月2日，激光雷达两家龙头企业暴涨，港股速腾聚创高开，一度涨超7%，隔夜美股禾赛大涨逾17%。而A股市场激光雷达概念股也集体走强，其中，美 湖股份涨超7% ...