在本届世界设计之都大会上，Top 100的设计作品还来到现场，进行了专题展出，涵盖赋能产业、 时尚生活、智能健康、服务城市、洞见未来五方面。展览通过视频、音频、光影等多媒体形式，人工智 能、虚拟现实和增强现实等技术，营造出多感官的互动体验，让观众不仅仅看展，而且"置身"展览中。 今年10月下旬，"上海设计100+"展览还将走出国门，在马来西亚吉隆坡办展，并组织产业对接活 动，进一步释放大会的溢出效应。 自2020年起，上海已经连续六年举办"上海设计100+"评选，这一全球性的竞赛，不仅成为新锐品牌 孵化器，也渐渐被市民用作规划生活仪式感的指南，当前转化成果累计已超2500亿元。 记者 吴丹璐 叶宇 昨天，"上海设计100+"公布了其最新一期全球竞赛结果，宇树R1人形机器人、新一代智己LS6、沃 兰特VE25-100、布鲁克积木、老凤祥"盛唐风华"首饰系列、世博文化公园西区、2025大阪世博会塞尔 维亚馆等100个设计入选。 作为一项全球性的设计领域高端赛事活动，"上海设计100+"Top 100竞赛项目征集自3月15日启动， 吸引了来自中、美、英、法、意等17个国家的2600余件优秀作品参与角逐，入围项目水准 ...

20 世纪 90 年代，丰田决定开发一款能够在燃油经济性和环保方面超越传统汽车的车型。这在当时被认为是高风险且成本巨大的决定，因为混合动力技术 尚不成熟，市场前景也充满不确定性。 尽管面临巨大挑战，丰田依旧在 1997 年推出了第一代普锐斯。这款车起初并不叫座，不过很快随着行业需求的变化，这款混动车的低油耗优势逐渐显 现，销量在全球范围内逆势反弹，不仅为丰田带来了丰厚的利润，更重要的是，它确立了丰田在混合动力技术上的领导者地位。 眼下，上汽旗下的 " 一号工程 " 智己品牌，也即将上演同样的爽文剧本。 9 月中旬，新一代智己 LS6 登台后不到半小时斩获了破万大定，成了 " 超级爆品 " 。事实上在先前的成都车展期间，新 一代智己 LS6 预订单直接突破 了 5 万台。倘若后期新 一代智己 LS6 月交付能如期跟进，它很可能将跻身 20-30 万元 SUV 市场的 TOP3 。 一场成功的战役，离不开精妙的顶层战略设计。 新一代智己 LS6 之所以能一剑封喉，其背后遵循的正是一套堪称汽车界的 " 戴维斯双击 " 战略。 新一 代智己 LS6 系统化地构建了一个强大的体验闭环，终结消费者选择焦虑引爆销量；再以 ...

八部门印发《汽车行业稳增长工作方案》的通知 汽车行业 超配（维持） 汽车行业双周报（2025/09/05-2025/09/18） 行 业 2025 年 9 月 19 日 投资要点： 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 S0340521070002 电话：0769-22110619 邮箱： liumenglin@dgzq.com.cn S0340124020014 电话：0769-22117626 邮箱： wuzhenjie@dgzq.com.cn 分析师：刘梦麟 SAC 执业证书编号： 申万汽车行业指数涨跌幅：截至2025年9月18日，申万汽车板块近两周 上涨9.38%，跑赢沪深300指数6.33个百分点，在申万31个行业中排名第 4名；申万汽车板块从9月初至今上涨5.45%，跑赢沪深300指数0.03个百 分点，在申万31个行业中排名第2名；申万汽车板块从2025年初至今上 涨28.76%，跑赢沪深300指数14.45个百分点，在申万31个行业中排名第 8名。 周 报 行 业 研究助理：吴镇杰 S ...

超配（维持） 汽车行业双周报（2025/09/05-2025/09/18） 行 业 八部门印发《汽车行业稳增长工作方案》的通知 2025 年 9 月 19 日 投资要点： 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 liumenglin@dgzq.com.cn 汽车行业 S0340124020014 电话：0769-22117626 邮箱： wuzhenjie@dgzq.com.cn 分析师：刘梦麟 SAC 执业证书编号： S0340521070002 电话：0769-22110619 邮箱： 申万汽车行业指数涨跌幅：截至2025年9月18日，申万汽车板块近两周 上涨9.38%，跑赢沪深300指数6.33个百分点，在申万31个行业中排名第 4名；申万汽车板块从9月初至今上涨5.45%，跑赢沪深300指数0.03个百 分点，在申万31个行业中排名第2名；申万汽车板块从2025年初至今上 涨28.76%，跑赢沪深300指数14.45个百分点，在申万31个行业中排名第 8名。 周 报 行 业 研究助理：吴镇杰 S ...

Core Viewpoint - The new generation of IM LS6, a "super five-seat intelligent SUV," has been launched, featuring cutting-edge technology and competitive pricing, positioning itself as a benchmark in the 200,000 RMB market segment [1][12]. Group 1: Technology and Performance - The IM LS6 introduces the "Star Super Range Extender," addressing common concerns such as range anxiety and charging difficulties, with a pure electric range of 450 km and a fuel consumption of 0.06L per 100 km [3][12]. - The vehicle is equipped with the upgraded "Lingxi Digital Chassis," offering performance comparable to luxury models, including features like "Lingxi Tire Blowout Stability Control" and "Active Anti-Rollover 2.0" [5][6]. - It boasts a unique dual-direction 18° four-wheel steering system, achieving a minimum turning radius of just 4.49 meters, enhancing maneuverability [6]. Group 2: Comfort and Safety - The IM LS6 emphasizes family comfort with a spacious interior, high space utilization, and features like a dual-door refrigerator and immersive entertainment screens [8][12]. - Safety is prioritized with a robust structural design and advanced safety features, including a comprehensive AEB system and redundant safety measures [8][12]. Group 3: Pricing and Market Position - The IM LS6 is priced between 197,900 RMB and 269,900 RMB, with the Pro version breaking the 200,000 RMB barrier, making advanced technology accessible to a broader audience [12][14]. - The Max version includes high-end features at competitive prices, positioning it as a "price-performance king" in the market [12]. Group 4: User Benefits and Launch Incentives - First-time owners will receive lifetime battery warranty and five years of free access to the IM AD full functionality package, enhancing customer confidence [14]. - The vehicle is now available for pre-order, with immediate delivery options, promoting a seamless purchasing experience [14].

Group 1 - The new generation of Zhiji LS6 has achieved over 10,000 pre-orders within half an hour of its launch, marking a significant milestone for Zhiji Automotive [1] - The LS6 is priced between 197,900 to 269,900 yuan, representing a strategic move to boost sales for the brand [1] - Zhiji Automotive's cumulative sales for the first eight months of the year reached approximately 32,000 units, achieving 31.5% of its annual delivery target of 100,000 units [1] Group 2 - The LS6 is the third model from Zhiji Automotive and introduces a range-extended power mode, differing from previous all-electric models [2] - The LS6 features a 66 kWh battery developed in collaboration with CATL, offering a pure electric range of 450 kilometers and a combined range of up to 1,500 kilometers [2] - The introduction of the range-extended model is seen as a strategy to increase sales volume in a rapidly growing market segment [2] Group 3 - According to the China Automobile Dealers Association, the cumulative sales of range-extended vehicles are projected to reach 1.167 million units in 2024, a year-on-year increase of 78.7% [3] - The market for range-extended vehicles is currently experiencing an adjustment period after rapid growth, with a reported decline in wholesale sales in August [3] - Despite challenges, Zhiji Automotive remains confident in achieving its sales targets, with expectations for a sales boost from the LS6 [3] Group 4 - The pricing strategy of the LS6 has raised questions about Zhiji Automotive's brand positioning, as it is priced lower than previous models [4] - The LS6 will face competition from the newly launched Shangjie H5, which offers similar range-extended and electric options at a lower price point [4] - Differentiation in market positioning is crucial for Zhiji Automotive, as it aims to maintain its status as a high-end brand within SAIC Group [5]

Group 1 - The 25th Wuhan International Auto Show will be held from September 17 to 22, 2025, at the Wuhan International Expo Center, featuring over a hundred brands and thousands of vehicle models [1][2] - The exhibition area will cover 140,000 square meters, including six indoor exhibition halls and outdoor spaces, showcasing passenger cars, new energy vehicles, and smart connected vehicles [1][3] - The event will highlight the latest achievements in the automotive industry's trends towards electrification, intelligence, connectivity, and sharing [1][4] Group 2 - Major brands such as Dongfeng Peugeot Citroën, Ideal Auto, and Lincoln will present new models, including the 2026 Lantu Dreamer and the new Xpeng P7 [2][3] - The event will offer multiple purchase incentives, including trade-in programs, special pricing, financial subsidies, and promotional packages, in collaboration with local dealers [2][3] - Various cultural activities will be organized, such as the Youth Future Car Design Contest and a series of automotive-themed competitions and performances [3][4] Group 3 - The 2025 China (Wuhan) International New Energy and Intelligent Connected Vehicle Development and Cooperation Summit will be held concurrently, focusing on green, intelligent, high-end, and ecological themes [3][4] - The event will feature interactive technology experiences, including performances by humanoid robots and demonstrations of innovative automotive technologies [3][4] - The auto show serves as a significant platform for technology exchange and consumer engagement, reflecting the importance of Wuhan in China's automotive industry [4]

据了解，新一代智己LS6搭载"恒星超级增程"技术，支持800V超快充，纯电续航最高450公里，综合续 航达1500公里，百公里综合油耗低至0.06L。在内饰上，新一代智己LS6搭配21鎏金天籁扬声器、双开 门冰箱、3K Mini LED沉浸娱乐屏。 北京商报讯（记者 刘晓梦）9月10日，新一代智己LS6正式上市，官方指导价为19.79万—26.99万元。 同时，新一代智己LS6全系配备灵蜥数字底盘、英伟达Orin X与高通8295P芯片、800V超快充高压平 台、全新一代超高效飓风电机等配置。此外，新一代智己LS6搭载IM AD 3.0智驾系统及AI Agent助手， 支持"无图城市NOA全国都能开"。智己汽车方面表示，新车上市期间，所有首任车主可享受电池包终 身质保，还将获得IM AD全功能包5年免费使用权。 ...

Core Viewpoint - The automotive market is experiencing a consumption surge with the arrival of the traditional sales peak season, "Golden September and Silver October," as various automakers launch new models and offer attractive financial policies to stimulate sales [1][7]. Group 1: New Car Launches - In September, at least 16 new car models were launched or upgraded, with over 70% being new energy vehicles [3]. - Notable upcoming models include the Lynk & Co 10 EM-P, which features advanced technology and has received 12,900 orders within 24 hours of pre-sale [3]. - Audi's new electric vehicle, AUDI E5 Sportback, will be priced at 235,900 yuan, indicating a strategy to attract younger consumers [4]. - BMW's iX3, designed specifically for Chinese consumers, will feature a range of 900 kilometers and is set to launch soon [4]. Group 2: Consumer Incentives - The implementation of a new personal consumption loan subsidy policy allows for a 1% annual subsidy on loans of 50,000 yuan or more for car purchases, effective from September 1 to August 31 of the following year [7]. - Local governments are also offering additional subsidies, such as up to 6,000 yuan for electric vehicle purchases in specific districts [7]. - Automakers are enhancing their financial offerings, with companies like XPeng Motors providing "5 years 0 interest, 0 down payment, 0 fees" financing options [8]. Group 3: Market Dynamics - The competition among new energy vehicle manufacturers is expected to intensify over the next six months, with safety and stability becoming critical competitive factors [1][8]. - The combination of government subsidies and automaker promotions is effectively lowering the purchase threshold for consumers, particularly those sensitive to price [8]. - Industry experts suggest that automakers should focus on differentiated services and explore new scenarios for vehicle usage to enhance consumer engagement and loyalty [8].

Core Insights - In August, various new energy vehicle brands reported significant delivery numbers, with Leap Motor leading the pack with a record delivery of 57,066 vehicles, marking a year-on-year increase of over 88% [1][2] - Leap Motor's cumulative deliveries reached 328,859 vehicles from January to August, reflecting a year-on-year growth of 136.4% [1][2] - The overall market for new energy vehicles showed a positive trend, with a total retail sales estimate of 1.1 million units in August, achieving a penetration rate of 56.7% [5][6] Company Performance - **Leap Motor**: Delivered 57,066 vehicles in August, with a cumulative total of 328,859 vehicles for the year, and is expected to reach 1 million cumulative deliveries by the end of the year [1][2] - **Xpeng Motors**: Achieved 37,709 deliveries in August, a year-on-year increase of 168.7%, with a cumulative total of 271,615 vehicles for the year [2][3] - **NIO**: Delivered 31,305 vehicles in August, a 55.2% year-on-year increase, with cumulative deliveries reaching 838,036 vehicles [3] - **Xiaomi Motors**: Exceeded 30,000 deliveries for the second time since its launch, with plans to expand its retail presence [3] - **Li Auto**: Reported 28,529 deliveries in August, with a cumulative total of 1,397,070 vehicles [4] Market Trends - The overall retail sales of narrow passenger vehicles in August were approximately 1.94 million units, showing a month-on-month increase of 6.2% and a year-on-year increase of 2.0% [5] - The market is expected to perform better in September due to the traditional peak season and the implementation of national and local purchase subsidies [6]