2025年单次数量超过50万辆的召回共有3次。2025年1月，东风本田和广汽本田因"转向机内部蜗杆弹簧 预压力设置问题"，在国内大规模召回约136.7万辆汽车。同月，特斯拉也实施了大规模召回行动，涉及 超过120万台车辆，主要问题集中在"后视摄像头功能异常"和"电子助力转向系统失效"。此外，捷豹路 虎于2025年3月在中国市场实施召回，总计超过63万辆汽车，召回原因为"发动机进气可变凸轮轴正时 （VCT）系统存在机械缺陷""发动机控制模块（ECU）存在软件逻辑问题"。 在市场保有量持续攀升、新车销量不断增长的背景下，新能源汽车整体召回数量呈现下降趋势。2025 年，因产品技术缺陷导致安全隐患，多家新能源车企实施召回，累计数量超210万辆，较2024年大幅下 降，反映出行业质量管控能力的实质性提升。 除特斯拉的大规模召回外，现代汽车、上汽通用五菱、捷尼赛思等车企因旗下车型相关软件问题，可能 造成包括制动助力失效、驱动模式失效在内的多项安全隐患，实施了产品召回。丰田因组合仪表控制程 序设定不当，导致车辆行驶过程中仪表出现黑屏现象，直接影响车速、警告灯等关键信息的正常显示， 因此召回相关车型。奔驰存在电控单元软件参 ...

1月3日，小米创办人、董事长兼CEO雷军举行新年的第一场直播，这场直播中，小米工程师现场拆解一 台小米YU7标准版，谈及拆车原因，雷军称："有博主评价说'SU7是小米的第一辆车，雷军肯定知道会 被别人拆的，所以用料特别扎实，第二辆车就不一定了'。" 雷军表示，估计今天这个拆车直播之后会有更多的博主来拆小米的车，他都欢迎，他特别希望大家能说 一些公道话，不要为了流量去故意夸大，故意找茬。"当然如果你觉得我们设计得不好或者用料不好， 欢迎大家随时指出。" 凤凰网科技讯1月4日，在雷军直播拆车后，小米集团董事长特别助理、战略市场部副总经理徐洁云喊话 友商："欢迎同行们都考虑拆一拆，而且真的拆，拆得越细，产品越清楚，行业越透明。" ...

乘联分会最新数据显示，11月国内新能源乘用车市场零售量为132.1万辆，同比增长4.2%，新能源市场零售渗透率达到59.3%。 | 電量(4) | | | | | HOG | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 零售 (母位: 万吨) | BEV | PHEV | EREV | NEV | HD | BEV | PHEV | EREV | NEV | | | संक्री | 播电 | 增程 | 음난 | (单位:万辆) | 纯电 | 摘电 | 增程 | 合计 | | 11月份 | 82.7 | 37.8 | 11.6 | 132.1 | 11月份 | 16.2 | 11.9 | 0.3 | 28.4 | | 10月份 | 81.0 | 36.0 | 11.2 | 128.2 | 10目份 | 14.9 | 8.3 | 0.6 | 23.8 | | 同期 | 75.7 | 38.9 | 12.1 | 126.7 | 同期 | 6.1 | 2.1 | 0.0 | 8.3 | | 同比 | 9.2% | - ...

Core Viewpoint - Lei Jun, the founder of Xiaomi, emphasizes the importance of automotive safety in response to recent criticisms and accidents involving Xiaomi vehicles, asserting that safety is paramount and should not be compromised for aesthetics [5][6][8]. Group 1: Safety Emphasis - Lei Jun reiterated his commitment to automotive safety, stating that Xiaomi cars prioritize safety above all else, including passive, active, battery, and privacy safety measures [5]. - In a previous statement, he highlighted the rigorous safety standards applied to the battery, which is a critical and costly component of electric vehicles [5]. - Lei Jun's recent comments appear to be a direct response to public concerns and criticisms regarding the safety of Xiaomi vehicles, particularly following several accidents [5][8]. Group 2: Recent Accidents - Two serious accidents involving Xiaomi vehicles have raised significant public scrutiny, with one incident resulting in a fatality due to suspected drunk driving [6][7]. - The vehicles involved in these accidents were identified as the Xiaomi SU7 Ultra and SU7 standard version, with details indicating that the vehicles had safety features that were activated prior to the collisions [6][7]. - These incidents have intensified the media's focus on Xiaomi's automotive safety and have led to broader discussions about the company's public relations strategies [8]. Group 3: Public Relations and Market Impact - The recent accidents and subsequent media coverage have negatively impacted Xiaomi's stock price, which has seen a decline of 22% since early September, with a closing price of 42.36 HKD on November 14 [9]. - The impending change in Xiaomi's public relations leadership, with the departure of Wang Hua, has raised questions about the company's future communication strategies [8][9]. - Analysts suggest that Xiaomi needs to balance its marketing approach, which heavily relies on Lei Jun's personal brand, with the need to demonstrate product safety and reliability to mitigate negative perceptions [9][10].

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to insufficient coolant corrosion resistance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase, with 89 recalls for new energy vehicles affecting 4.491 million units, marking a 180.1% increase [1]. - New car manufacturers previously maintained a "zero recall" record to protect their brand image, but this was not due to the absence of defects, as issues may have been "invisibly handled" [1]. Group 2: Regulatory Changes - Stricter regulations are being enforced, making "invisible handling" of defects increasingly untenable. A draft notice from the market regulatory authority and the Ministry of Industry and Information Technology requires companies to strictly manage OTA upgrade filings and prohibits the use of unverified software to conceal defects [1]. Group 3: Industry Response - New car manufacturers are urged to abandon the pursuit of a "zero recall" image and adopt a more responsible approach similar to established European and American car companies, recognizing that recalls are not a brand blemish but a new starting point for reducing safety risks [2]. - Companies that transparently address product vulnerabilities will be better positioned to earn long-term consumer trust as market dynamics shift [2].

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, as Li Auto announced a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to coolant corrosion performance [1][2]. Group 1: Recall Trends - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase. Among these, 89 recalls involved new energy vehicles, affecting 4.491 million units, marking a 180.1% increase year-on-year [1]. - The "zero recall" status of new car manufacturers was not due to the absence of defects but rather the potential "invisible handling" of issues. With stricter regulations and increasing sales, this approach is becoming less viable [1]. Group 2: Regulatory Changes - In August, the State Administration for Market Regulation and the Ministry of Industry and Information Technology drafted a notice to strengthen the supervision and management of recalls for intelligent connected new energy vehicles, requiring companies to strictly manage OTA upgrade filings and prohibiting the concealment of defects through unverified software [1]. Group 3: Industry Responsibility - New car manufacturers need to abandon the pursuit of a "zero recall" image and embrace the responsibility of normalizing recalls, similar to established European and American car manufacturers. Recalls should be viewed as a new starting point for reducing safety hazards rather than a blemish on the brand [2].

Core Viewpoint - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to safety hazards related to insufficient coolant corrosion resistance [1][2]. Group 1: Recall Trends - In 2024, there were 233 automotive recalls in China, involving 11.237 million vehicles, a year-on-year increase of 67% [1]. - Among these, 89 recalls involved new energy vehicles, affecting 4.491 million units, marking a significant year-on-year increase of 180.1% [1]. - Prior to this, new car manufacturers had maintained a "zero recall" record, which was more about avoiding brand damage than the absence of defects [1]. Group 2: Regulatory Changes - The tightening of regulations and the increase in vehicle sales have made "invisible handling" of defects increasingly untenable [1]. - A joint draft notification by the State Administration for Market Regulation and the Ministry of Industry and Information Technology emphasizes the need for strict OTA upgrade management and prohibits the concealment of defects through unverified software updates [1]. Group 3: Industry Response - Following Li Auto's recall, other new car manufacturers like Xiaomi and XPeng have also initiated recalls, indicating a shift towards normalizing recalls in the industry [2]. - Xiaomi recalled 116,900 units of the SU7 standard version due to safety issues with the assisted driving function, while XPeng recalled 47,490 units of the P7+ due to potential safety hazards from faulty sensor wiring [2]. - The industry is encouraged to abandon the pursuit of a "zero recall" image and instead embrace the responsibility of regular recalls as a means to enhance consumer trust [2].

Core Insights - The record of "zero recalls" among new car manufacturers has been broken, with Li Auto announcing a recall of 11,411 units of the Li MEGA 2024 model due to insufficient coolant corrosion resistance, posing safety risks [1] - In 2024, China implemented 233 vehicle recalls involving 11.237 million vehicles, a 67% year-on-year increase, with 89 recalls for new energy vehicles affecting 4.491 million units, marking a 180.1% increase [1] - The shift towards recalls among new car manufacturers indicates a move away from "invisible handling" of defects, driven by stricter regulations and increasing sales [1] Industry Trends - The trend of collective recalls among new car manufacturers is emerging, as seen with Xiaomi recalling 116,900 units of the SU7 standard version and XPeng recalling 47,490 units of the P7+ due to safety concerns [2] - New car manufacturers are encouraged to abandon the pursuit of a "zero recall" image and adopt a more transparent approach to recalls, similar to established European and American car companies [2] - Emphasizing recalls as a new starting point for reducing safety risks can help build long-term consumer trust, especially as market dynamics change [2]

Core Insights - The automotive industry has recently witnessed two significant recall events involving Li Auto and Xiaomi, both triggered by safety incidents, highlighting the industry's response to safety concerns [1][2] - Li Auto initiated a proactive recall of over 10,000 units of the 2024 MEGA model shortly after a safety incident, while Xiaomi's recall of over 110,000 units of the SU7 occurred nearly six months later, following an investigation [1][2] - The contrasting approaches to recalls have led to public criticism, with both companies facing scrutiny for their handling of safety issues [1][2] Group 1: Recall Events - Li Auto recalled over 10,000 units of the 2024 MEGA model due to insufficient corrosion resistance in the coolant, which raised concerns among vehicle owners [1] - Xiaomi's recall involved over 110,000 units of the SU7 standard version, with the recall linked to auxiliary driving safety issues, although it was not explicitly stated as a response to a specific incident [2] Group 2: Public Perception and Response - Li Auto's proactive recall did not fully alleviate consumer concerns, as there were prior reports of insulation faults in some 2024 models, leading to skepticism about the company's transparency [1] - Xiaomi's characterization of the recall as an "OTA recall" blurred the seriousness of the situation, resulting in negative public sentiment and backlash against the company [2] - The incidents underscore a growing market expectation for automotive companies to act swiftly and decisively in addressing safety hazards, reflecting a zero-tolerance attitude towards automotive safety risks [2]

Core Viewpoint - The controversy surrounding Lei Jun and Xiaomi in 2025 stems from a mismatch between the company's scale and its marketing approach, which previously relied on emotional appeals that are now perceived as incongruent with its larger corporate identity [5][13]. Group 1: Marketing and Public Perception - In 2025, negative public sentiment has increased, overshadowing positive narratives, leading to a perception that Xiaomi has "flipped" despite ongoing strategic maneuvers [1]. - The company's emotional marketing strategy, once effective, is now viewed as inappropriate for a large corporation, akin to a wealthy individual lamenting financial struggles in front of ordinary people [5]. - Xiaomi's marketing tactics have been criticized for resembling those of startups, with issues such as demanding payments before vehicle delivery impacting the company's image [7]. Group 2: Product Development and Innovation - The introduction of self-developed chips (SOC) in 2025, showcased in products like the Xiaomi 15S Pro and Xiaomi Pad 7 Ultra, has been met with skepticism, especially as no products featuring the new chip were launched during a recent event [9]. - The emphasis on speed and smart driving has raised safety concerns, particularly after incidents related to rapid acceleration, leading to a public focus on safety over speed [11]. Group 3: Company Growth and Strategy - The growth of Xiaomi has not been matched by a corresponding maturity in its communication and operational strategies, necessitating an adjustment in approach to align with its expanded scale [13].