刚刚过去的2025年，中国汽车行业在政策引导与市场自省中迎来深度调整，新能源赛道的竞争从"价格 战"转向"价值战"，政策密集出台以规范竞争秩序，企业间的博弈逐渐让位于产业链层面的"竞合"共 赢，"价值回归"成为贯穿全年的行业主旋律。 销量方面，岚图实现交付"10连涨"，2025年11月单月交付量突破2万辆，成为首个达成30万辆整车产销 规模的央国企高端新能源品牌。 卢放强调，这些变化源于岚图坚持"以用户为中心"，始终坚持核心技术全栈自研，持续推进体制机制转 型。在技术上，岚图已构建覆盖整车平台、三电系统、电子电气架构、智能驾驶等全价值链技术体系， 形成了持续迭代的技术护城河，实现了产品的差异化与个性化。 日前，岚图汽车科技股份有限公司董事长、党委书记卢放在接受北京商报记者专访时表示，在行业价值 回归的大趋势下，岚图凭借全栈自研技术与日益完善的产品矩阵，实现了"量""质"齐升，交付量连续10 个月增长，成为首个达成30万辆产销规模的央国企高端新能源品牌。卢放强调，"坚持长期主义，做听 劝的车企，做不断创新的车企，才能在快速变化的市场中抢占先机"。 价值回归：产业整体向好 "如果用一个关键词描述2025年的汽车行 ...

刚刚过去的2025年，中国汽车行业在政策引导与市场自省中迎来深度调整，新能源赛道的竞争从"价格 战"转向"价值战"，政策密集出台以规范竞争秩序，企业间的博弈逐渐让位于产业链层面的"竞合"共 赢，"价值回归"成为贯穿全年的行业主旋律。 日前，岚图汽车科技股份有限公司董事长、党委书记卢放在接受北京商报记者专访时表示，在行业价值 回归的大趋势下，岚图凭借全栈自研技术与日益完善的产品矩阵，实现了"量""质"齐升，交付量连续10 个月增长，成为首个达成30万辆产销规模的央国企高端新能源品牌。卢放强调，"坚持长期主义，做听 劝的车企，做不断创新的车企，才能在快速变化的市场中抢占先机"。 价值回归：产业整体向好 "如果用一个关键词描述2025年的汽车行业，我会选择'价值回归'。"在卢放看来，在国家政策引导与行 业共识的推动下，汽车行业正逐步从激烈竞争中反思，走向更健康的发展轨道。 2025年以来，一系列高规格、高密度的政策举措为这场回归提供了清晰的顶层设计和制度保障。2025年 7月，国务院常务会议专题部署规范新能源汽车产业竞争秩序。随后，多部委联合出台多项措施，纠 偏"增量不增利"的非理性竞争，倒逼企业从"拼价格"转向" ...

Core Insights - Lantu Automotive has reported impressive delivery figures for August, with 13,505 units delivered, marking a 119% year-on-year increase and setting a new record for the company [1] - The company aims to establish itself in the competitive market of new energy vehicles, particularly through the launch of the 2026 Lantu Dreamer at the Chengdu Auto Show, which is positioned as the world's first 800V intelligent hybrid MPV [1][2] Company Performance - In the first eight months of the year, Lantu's cumulative sales reached 81,768 units, reflecting a year-on-year growth of 108% [1] - The introduction of the 2026 Lantu Dreamer is part of a strategy to redefine the high-end MPV market, leveraging advanced technologies to address user pain points [2][3] Technological Advancements - The 2026 Lantu Dreamer features the "Lanhai Intelligent Hybrid Technology" and a deep collaboration with Huawei, which enhances its smart driving and interactive capabilities [2][3] - The vehicle boasts a CLTC pure electric range of 350 km, significantly outperforming competitors, and features rapid charging capabilities that allow for a 5-minute charge to achieve a 100 km range [3] Market Strategy - Lantu is pursuing a unique path to market entry by planning to list on the Hong Kong Stock Exchange through an introduction method, which avoids the lengthy IPO process and reduces financing costs [5][6] - The company's listing is closely tied to its parent company, Dongfeng Group's, strategy for transitioning to new energy, signaling a commitment to innovation and market leadership [6] Competitive Positioning - The high market concentration in the MPV sector, with the top ten manufacturers accounting for 78.6% of total sales, highlights the competitive landscape Lantu is navigating [2] - Lantu's focus on user needs and technological diversity aims to differentiate its offerings in a crowded market, enhancing its appeal to various consumer segments [4][6]

Core Viewpoint - The article discusses the advancements in hybrid and extended-range electric vehicles (EREVs) in China, highlighting their increasing resemblance to pure electric vehicles in terms of technology and performance. Group 1: New Product Launches - The introduction of the Zhiji Star Super Extended Range vehicle marks a new era for EREVs with a range exceeding 450 km [2] - Lantu recently unveiled its Lanhai Intelligent Super Hybrid technology, featuring an 800V architecture, 5C ultra-fast charging, and a 63 kWh battery, achieving a pure electric range of 350 km and a comprehensive range of 1531 km for the 2026 Lantu Dreamer MPV [2] Group 2: Market Performance - The Lantu Dreamer, as one of China's first new energy MPVs, has quietly climbed to the top three in sales rankings [4] - After four years on the market, the recent upgrade of the Lantu Dreamer includes significant enhancements such as the world's first rear-wheel steering and crab mode, AI zero-gravity seat massage, three-row heating and ventilation, Huawei ADS 4, and HarmonyOS 5, further improving its product strength [4]

Group 1: Company Updates - Dongfang Zhenxuan announced a total revenue of 4.392 billion yuan for the fiscal year 2025, with a profit attributable to owners of 5.735 million yuan [1] - Alibaba has restructured its business segments from six major groups to four: Alibaba China E-commerce Group, Alibaba International Digital Commerce Group, Cloud Intelligence Group, and all other businesses [2] - Sunyu Optical Technology signed a memorandum of understanding with GoerTek and GoerTek Optical to negotiate a final agreement regarding equity subscription, with Ningbo Aolai expected to hold approximately 33.33% of GoerTek Optical post-subscription [2] Group 2: Market Trends - JD.com is re-entering the community group buying sector with multiple new stores launched in Beijing, and has applied for several related trademarks [3] - Li Ning's CEO expressed awareness of the pressure from reduced offline foot traffic, while maintaining a target gross margin of 50% and emphasizing the absence of inventory pressure [5][6] - NIO's founder stated that the pricing strategy for their new ES8 model is aligned with the average price range of luxury brands like Mercedes-Benz, BMW, and Audi [7] Group 3: Financing Activities - Ying Shi Bio completed over 34 million USD in Series C financing, led by Rehabilitation Capital, with participation from other investors [8] - Montong Intelligent secured several million yuan in Pre-A round financing, with funds allocated for product development and team expansion [9] Group 4: New Products and Technologies - Lantu Motors launched its Lanhai Intelligent Super Hybrid Technology, integrating advanced battery and charging technologies [10] - Tencent Cloud released the DeepSeek-V3.1 model API, allowing enterprises and developers to access improved services [11] Group 5: Industry Insights - AI data centers are expected to adopt liquid cooling technology at a penetration rate exceeding 30% by 2025, driven by the release of NVIDIA's GB200 NVL72 servers [12][13] - CITIC Construction's report indicates that the consumption peak season is approaching, with strong fundamental support for energy metal prices, as demand begins to recover [14] Group 6: Noteworthy News - Long-term funds have made significant investments in over 100 A-shares, with social security and pension funds entering the top ten shareholders of approximately 160 listed companies [15] - Rare earth prices have surged, with an average increase of over 100,000 yuan per ton since August, leading to a performance turnaround in the rare earth sector [15]

Core Viewpoint - Lantu Automotive is set to launch its "Lanhai Intelligent Super Hybrid Technology" on August 22, which aims to address the low efficiency of fast charging in electric vehicles [1] Group 1: Technology Overview - The new technology includes intelligent battery management, intelligent thermal management, and a full 800V and 5C super fast charging system [1] - This technology is designed to significantly reduce charging time, enabling an "instant charge and go" experience for users [1] Group 2: Product Launch - The new technology will first be implemented in the upcoming model "Zhi Yin," which is scheduled to be launched on August 28 [1] - Additional models, including "Chasing Light L" and an internally coded model "Taishan," will also adopt this technology in the near future [1]