摘要： 首月订单10432台，环比增长300%，七成消费者选择高配车型——当传统燃油车搭载鸿蒙智能座舱，市 场给出了超出预期的回应。 凤凰网科技《凤凰车研所》出品 2025年，在竞争白热化的汽车市场中，一款经典燃油车实现了令人瞩目的市场突破。日产天籁在搭载鸿 蒙座舱5后，首月销量即达到10432台，环比实现300%的增长。这一现象级表现背后，是鸿蒙智能座舱 为传统燃油车带来的价值重塑。 这场市场逆袭的起点在于2023年11月21日的广州车展。日产在此正式推出全球首款全系标配鸿蒙座舱5 的燃油车——天籁.鸿蒙座舱。该车型上市后，销量曲线呈现陡峭上升态势，清晰表明鸿蒙座舱的搭载 成为推动市场表现飞跃的核心变量。 价值跃升：从市场平移到价值引领 多屏无缝流转功能通过"一碰即连"的便捷操作，实现手机、手表等设备与车机的生态协同，使信息与服 务随人而动，彻底打破设备间的交互壁垒。 此外，笑脸抓拍、方言识别等个性化功能，进一步提升了用车体验的愉悦感与便捷性。这些以往仅在前 沿智能车型上才具备的体验，如今通过鸿蒙座舱，让燃油车用户也能享受"零落差"的智能便捷。 感官享受极致塑造 要深入理解鸿蒙座舱为天籁注入的全新价值，两个 ...

Core Viewpoint - The Guangzhou Auto Show features several impressive new vehicles despite some perceptions of it being less exciting this year [1] Group 1: Notable Vehicles - The Mercedes AMG GTXX is highlighted as the "most enduring car" at the show [2] - This vehicle is the first pure electric supercar equipped with F1 driving technology, having completed a limit test with an average speed of 300 km/h over 7 days and 13 hours, covering a total distance of 40,075 km, which is equivalent to circling the equator, and it set 25 world records [4] - The AMG GTXX boasts advanced technology, including three magnetic flux motors with a maximum power of 1000 kW, a four-element lithium battery with an energy density of 300 Wh/kg, a direct cooling system that allows for a 400 km charge in just 5 minutes, variable wheel hub angles, a drag coefficient of 0.198, and a 3D-printed seat cushion [5] Group 2: Other Noteworthy Models - The Nissan Teana with the Hongmeng cockpit and the Toyota Crown 7 both utilize Huawei's Yuezhuang audio system and DriveONE motor, showcasing the integration of advanced technology [7] - The Tengshi Z9 GT Black Myth Wukong Edition, priced at 998,800 yuan, and the Extreme Stone ADAMAS, along with the MG4 featuring semi-solid-state batteries, each present unique highlights [8]

Core Insights - The 8th China International Import Expo (CIIE) opened in Shanghai on November 5, showcasing major global automotive companies and their advancements in smart mobility and new energy technologies [1] Group 1: International Automotive Companies' Participation - Major global automotive companies, including Volkswagen, Tesla, BMW, and Nissan, have participated in all eight editions of the CIIE, indicating their commitment to the Chinese market [1] - The term "full attendance" was frequently mentioned by executives from international car manufacturers, highlighting their ongoing engagement with the Chinese market [4] Group 2: Technological Innovations and Collaborations - Tesla showcased its latest electric vehicle models, including the Cybercab, which features a fully autonomous driving system without a steering wheel or pedals, set to begin mass production in Q2 2026 [2] - Volkswagen presented its new generation of smart connected vehicles, developed in collaboration with Chinese partner XPeng Motors, emphasizing its commitment to local development [2] - BMW introduced its new generation models equipped with advanced AI capabilities and is collaborating with Chinese tech firms to enhance user experience and smart driving solutions [3] - Nissan unveiled the world's first fuel vehicle equipped with Huawei's HarmonyOS cockpit, aiming to create a "smart fuel vehicle" [3] Group 3: Commitment to the Chinese Market - Volkswagen's chairman emphasized the company's long-term investment strategy in China, aiming to strengthen local R&D capabilities and promote high-quality industry development [4] - BMW's CEO highlighted the importance of the CIIE as a platform for global companies to innovate and collaborate with Chinese partners, focusing on sustainable and high-quality development [4] - Bosch's president in China reiterated the company's commitment to integrating with China's industrial development and supporting local innovations to connect with global markets [5] Group 4: New Developments - Nissan is set to establish its first joint venture vehicle import and export company in China, marking a significant step in its strategy to enhance local operations and global outreach [6]

Group 1 - A certain automotive company is implementing a two-shift system in its R&D department to compress the vehicle development cycle from over 20 months to within 12 months [2][3] - The company has identified four core bottlenecks in its development process, including difficulties in matching intelligent driving software and hardware, and delays in data release and prototype delivery [3] - Concerns have been raised about the potential quality risks associated with the push for speed in development, reminiscent of past issues with insufficient validation before market launch [3] Group 2 - Anshi Semiconductor has faced operational disruptions, including salary cuts for Chinese employees and a complete system shutdown, amid escalating tensions with its parent company [5][6] - The company has assured employees that domestic operations and salary benefits remain normal, emphasizing compliance with Chinese laws [5] - Reports indicate that Anshi's Chinese team has been forced to adopt independent measures to maintain supply chains and ensure customer service amid the crisis [6] Group 3 - NIO's CEO Li Bin has emphasized the importance of achieving profitability in the fourth quarter of 2025, breaking down the goal into specific actions related to marketing, supply chain management, and software delivery [11] - The company is experiencing a resurgence in confidence as new models are launched and sales improve, with Li Bin urging the team to focus on long-term competitiveness [11] Group 4 - Xiaohongshu has raised its employee stock option price to $25 per share, marking a significant increase from previous valuations and reflecting the company's growth trajectory [12] - The company has conducted multiple rounds of stock option buybacks, indicating strong financial health and a commitment to employee incentives [12] Group 5 - The average price of new energy vehicles in China has dropped below 160,000 yuan, reflecting a significant decrease from previous years and making these vehicles more accessible to consumers [13] - The decline in prices is attributed to advancements in the supply chain and government policies aimed at promoting electric vehicle adoption [13] Group 6 - Nvidia's CEO Jensen Huang announced the company's complete exit from the Chinese market, resulting in a dramatic drop in market share from 95% to 0% due to U.S. export controls [26][27] - Huang expressed concerns that U.S. policies could harm both American and Chinese markets, highlighting the potential long-term implications of such restrictions [27] Group 7 - Apple CEO Tim Cook announced efforts to introduce Apple Intelligence in China, indicating the company's commitment to expanding its AI offerings in the region [28] - Cook emphasized the positive impact of AI on society and the importance of maintaining innovation and passion in technology [28]