曾经的老师，成了现在的学生？ 奥迪没了四个圈，那还能叫奥迪吗？能，叫AUDI也行。 因为，正准备上市的AUDI E5 Sportback，就是奥迪与上汽联合推出的新品牌，虽然没了奥迪的四个圈车标，但外形、性价比却都很香。 新上市的奥迪汽车，让"面子派""里子派"的车主，彼此展开了观点论战；同样与奥迪有渊源的一汽，则判定这款新车不正宗。 另一边，疑似换壳智己L6的传闻，更让这款车显得迷雾重重，鉴于东风日产N7、以及丰田bZ5的成功，类似这种中国特供车型，确实很容易获得网友青 睐。 外资车企想要守住中国市场，除了推出中国特供车型外，还可以分成"出钱入股派""平台共享派""技术合作派"，入乡随俗地进行本土化竞争。 毕竟，取其精华、去其糟粕的学习准则，始终被中国车企所牢记；这一次，压力山大的外资车企，该学习学习我们了。 车标去哪了？ 最近，奥迪有款新车上市，但车标似乎有点问题。 四个圈的奥迪车标，没出现在这款车身上，取而代之的AUDI字样，让它充满了山寨气质。 奥迪没有四个圈的车标，是因为这款车不叫奥迪，而叫AUDI，汉语音同字不同的特性，被厂家给玩明白了。 读音上碰瓷中高端车企，奥迪法务为何还不出手？这是因为，这款 ...

【DT新材料】 悉 获， 8月27日， 华域汽车 公告，公司拟以2.06亿元收购公司控股股东上汽集团持有的上海上汽清陶能源科技有限公司（简称"上汽 清陶"）49%股权。 产能方面 ，除乌海基地，清陶能源还在成都（15GWh）、江西宜春（10GWh）、江苏昆山（10GWh）、浙江台州（20GWh）等地设有固态电池生产 基地，五大生产基地总规划产能高达65GWh。 客户方面 ，此前清陶能源的固态电池已应用于 智己L6 及 福田乐福 系列车型。据8月9日工信部公示信息，有三款搭载清陶能源半固态电池的新车型 进入名单，除了上述提及的上汽旗下的全新MG4（锰基半固态），另两款车型分别为 南京依维柯聚星 （磷酸铁锂）和 北汽福田祥菱U7 （磷酸铁 锂）。这意味着清陶能源在乘用车、商用车和物流车领域均实现配套落地。 说明： 本文部分素材来自华域汽车、维科网锂电及网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问 题，请联系我们：15355132586（微信：dtmaterial） 、 | 12.9 | arbontech | | 嘉宾致辞 | | | -- ...

Core Viewpoint - The automotive industry is eagerly awaiting solid-state batteries, with mass production timelines being pushed from 2025 to 2027, while semi-solid batteries are being introduced as a precursor to full solid-state technology [4][6][11]. Group 1: Semi-Solid Battery Developments - SAIC's MG4 model is set to feature a semi-solid battery version, with pricing to be announced in September and deliveries expected within the year [4]. - The semi-solid batteries for both MG4 and the delayed IM L6 Max are developed in collaboration between SAIC and Qingtao Energy, indicating a competitive landscape for early adoption [6]. - Hive Energy plans to supply semi-solid batteries for BMW's next-generation MINI models, with large-scale production expected by the end of 2026, marking a significant milestone in the industry [6]. Group 2: Technological Innovations - The first generation of semi-solid batteries from SAIC Qingtao utilizes traditional lithium iron phosphate and ternary materials, achieving a range of 1000 kilometers [8]. - The second generation of semi-solid batteries aims to improve safety, energy density, and lifecycle, with a reduction in liquid electrolyte content from 10% to 5% [8][10]. - Innovations in core materials and collaborative efforts between vehicle manufacturers and component suppliers are crucial for the successful commercialization of new battery technologies [10]. Group 3: Full Solid-State Battery Production Plans - The industry consensus suggests that full solid-state battery mass production is likely to commence around 2027, with various companies providing timelines that align closely with this date [11][12]. - Companies like Aulton and Guoxuan High-Tech are actively working on solid-state battery production lines, with Guoxuan achieving a 90% yield rate on its pilot line [11][12]. - SAIC Qingtao aims to achieve full solid-state battery production by 2026, with energy density targets exceeding 400Wh/kg [11][14]. Group 4: Alternative Applications for Solid-State Batteries - The demand for solid-state batteries is not limited to the automotive sector; applications in eVTOL and humanoid robots are emerging as significant opportunities [15][18]. - Companies like Hive Energy and Funeng Technology are already engaging with clients in these new fields, indicating a broader market potential for solid-state technology beyond traditional vehicles [15][18]. - The introduction of solid-state batteries in two-wheeled vehicles is also gaining traction, with companies like Tianneng launching new products that significantly enhance performance metrics compared to traditional lithium batteries [18].

Core Viewpoint - The article discusses the sales performance and customer insights regarding the Zeekr 007GT, highlighting its market position and customer preferences in the electric vehicle segment. Market Performance - The average daily customer visits for the 007GT are 4-5 groups on weekdays and around 10 groups on weekends, with customers viewing the car accounting for 50% of total foot traffic [2] - There has been a decline in customer visits in July due to the reduction of subsidies and a decrease in purchase incentives compared to the initial launch period from April 15 to the end of May [2] Customer Preferences - The best-selling configuration is the rear-wheel drive standard range, priced at 202,900 yuan, with popular color choices being dark purple with a purple-white interior and glacier silver with a black-gray interior [3] - The sales distribution for configurations shows that rear-wheel drive standard range and long range account for 60% and 30% respectively, while the four-wheel drive version is the least popular [4][6] - Customers are primarily young, with a notable proportion of female buyers, and many are transitioning from brands like Xiaomi [8] Competitive Landscape - Competitors mentioned include Xiaomi SU7 and Tesla Model 3, with Xiaomi SU7 being frequently compared by customers [8] - The 007GT is perceived to have high configuration and quick delivery times, which are key reasons for customer preference despite competition [11] Customer Experience - A successful sales case illustrates how a customer was persuaded to choose the 007GT over the Xiaomi SU7 through effective communication of its features and a positive test drive experience [13] - Conversely, a case of loss to Tesla Model 3 highlights the influence of brand perception on purchasing decisions, with customers opting for more established brands due to familial financial support [16] Product Issues - Customers have reported a bug where the glove compartment opens automatically after unlocking, which is expected to be resolved in the next OTA update [18] Special Offers - Large customers can receive 30,000 extreme points, and there is an additional 50,000 extreme points offer for existing Geely Group vehicle owners purchasing Zeekr models [20]

Core Insights - SAIC Group is actively pushing its strategy in the new energy vehicle (NEV) sector, with significant commitments to technology and product development, including a promise to compensate for battery fires and the introduction of advanced battery technologies [1][4][5] - The company has set an ambitious target of selling 3.5 million NEVs by 2025, which requires a compound annual growth rate of 50% from 2022 levels, indicating a need for daily sales of nearly 10,000 vehicles [1][2] - Despite a 12.4% year-on-year increase in overall vehicle sales in the first half of 2025, the current monthly sales of NEVs fall short of the target, suggesting challenges in meeting the ambitious sales goals [1][3] Group Performance - The restructuring of SAIC Group has led to the formation of a "large passenger vehicle sector," consolidating brands like Roewe, Feifan, and MG to enhance resource allocation and operational efficiency [2] - The company has seen a 23.3% year-on-year increase in sales for its self-owned brands in the first seven months of 2025, with a notable 152.9% increase in domestic passenger vehicle sales [2][3] - The NEV segment has emerged as the fastest-growing business unit, with sales exceeding 764,000 units in the first seven months, reflecting a 43.5% year-on-year growth [3] Product and Technology Development - SAIC Group is entering a phase of intensive product and technology launches, with MG brand introducing several new models, including the MG4, which features advanced battery technology and connectivity systems [4][5] - The introduction of the "Star" super range extension technology by Zhiji Auto aims to redefine the value standards for range-extended vehicles, combining a 66 kWh battery with a fuel consumption of 5.32 liters per 100 km and a total range of 1,500 km [5][6] - The company is also focusing on the mass production of semi-solid batteries, which are expected to address safety concerns related to battery fires and performance in low temperatures [5][6] Market Strategy - SAIC Group's overseas sales have shown resilience, with a 1.1% year-on-year increase in the first seven months, contributing to 24.1% of total sales, and the company aims to achieve over 60% sales from self-owned brands and smart electric vehicles by 2027 [3][4] - The company plans to leverage its global sales network, which covers over 170 countries, to support the introduction of high-investment technologies like solid-state batteries and smart chassis [6][7] - The competitive landscape in the domestic automotive market is intensifying, and SAIC Group is focused on transforming its technological advancements into competitive products to reshape market dynamics [7]

Core Insights - Multiple companies reported significant growth in electric vehicle (EV) sales for July, indicating a robust market performance in the EV sector. Group 1: Sales Performance - BYD achieved sales of 344,296 units in July, a slight increase from 342,383 units year-on-year, with overseas sales of passenger cars and pickups reaching 80,178 units, up 159.5% [9] - SAIC-GM-Wuling reported total global sales of 123,341 units, a year-on-year increase of 13.7%, with new energy vehicle sales at 73,901 units, up 50.9% [11] - Leap Motor's sales reached 50,129 units, marking its first month surpassing 50,000 units, with a year-on-year growth exceeding 126% [15] - Xpeng Motors delivered 36,717 vehicles, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a historical high for monthly deliveries [18] - Li Auto delivered 30,731 vehicles, showing a year-on-year decline of 40% and a month-on-month decline of 15.3% [21] - Xiaomi's deliveries exceeded 30,000 units, driven by the launch of its first electric SUV, YU7 [23] - Deep Blue's sales reached 27,169 units, reflecting a year-on-year growth of 62% [28] - GAC Aion sold 26,557 units, with a strong charging infrastructure supporting its growth [32] - NIO delivered 21,017 vehicles, with a year-to-date growth of 25.2% [36] - Zeekr sold 16,977 units, maintaining a consistent monthly sales performance [38] - Lantu achieved sales of 12,135 units, with a year-on-year increase of 102% [40] - Avita's sales reached 10,062 units, marking a year-on-year growth of 178% [41] - ARCFOX delivered 9,436 units, with a year-on-year increase of 50.35% [45] - Zhiji delivered 7,027 units, with a month-on-month increase of 16.6% [47] - Hongmeng Zhixing's total sales reached 47,752 units, maintaining a leading position among new energy and luxury brands [51] Group 2: Market Trends and Developments - The overall performance of the EV market in July indicates strong consumer demand and competitive dynamics among various manufacturers [2][3] - The introduction of new models and expansion of sales channels, including international markets, are key strategies driving growth for several companies [15][23][28] - The competitive landscape is intensifying, with some companies facing challenges in maintaining growth rates amid increasing market competition [21]

Core Insights - In July, Zhiji Auto delivered 7,027 vehicles, marking a month-on-month increase of 16.6% from 6,027 units in June 2025 [1] - The new models L6 and LS6 achieved a ranking of "Top 2" in the category of mid-to-large pure electric sedans/SUVs with sales exceeding 200,000 units [1] Delivery Performance - Zhiji Auto's July delivery reached 7,027 units, reflecting a 16.6% increase from the previous month [1] - The company currently offers four models: LS7, LS6, L7, and L6, which include two SUVs and two sedans [1] Product Features - The Zhiji L6 is positioned as a mid-to-large vehicle with a price range of 219,900 to 345,900 yuan, featuring an 800V ultra-fast charging platform and advanced technologies such as the Nvidia Orin-X chip and high-precision laser radar [1] - The LS6, a mid-to-large SUV, is priced between 239,900 and 302,900 yuan, equipped with a 900V high-voltage platform and various power options ranging from 216kW to 579kW, with battery capacities of 75kWh, 83kWh, and 100kWh, offering CLTC ranges of 625, 701, and 802 km respectively [1] Future Plans - In the first half of 2025, Zhiji Auto has established a solid foundation in the pure electric vehicle market and plans to expand its product lineup in the second half by entering the range-extended market with a "super range extender" technology [2] - This new technology, developed in collaboration with CATL, features a 66kWh range extender battery, achieving a CLTC pure electric range exceeding 450 kilometers and also includes an 800V ultra-fast charging platform [2]

Group 1: Event Overview - The World Artificial Intelligence Conference (WAIC 2025) opened with unprecedented enthusiasm, featuring long queues and sold-out tickets, with prices soaring from the original 168 yuan to over 2000 yuan [1] - The event showcased a record scale with 800 participating companies, over 3000 products, and more than 100 new product launches, doubling the number of AI-related exhibits compared to the previous year [3] Group 2: Technological Advancements - The rapid iteration of technology and deeper application of products indicate that artificial intelligence is becoming more integrated into daily life, with barriers to industrial implementation lowering significantly [5] - Companies like Zhibo Zhixing and Geely showcased advanced AI solutions, including a multimodal large model solution capable of achieving 90% of intelligent cockpit services through vehicle-side processing [9][10] Group 3: Automotive Industry Integration - The integration of AI within the automotive sector is generating innovative productivity, with companies like Tesla, Geely, and SenseTime presenting cutting-edge technologies and products [7][12] - Geely's new products included the Galaxy M9, featuring an advanced AI voice model, and a preview of the next-generation intelligent cockpit [12] Group 4: Data Generation and Simulation - SenseTime introduced the world's first interactive generative world model for assisted driving, along with the largest generative driving dataset, enhancing the capabilities of autonomous driving training environments [14][17] - The generative model can produce data equivalent to that collected by 500 production vehicles, showcasing significant advancements in data generation for AI applications [17] Group 5: Policy and Investment Landscape - The Chinese AI sector is transitioning from isolated technological breakthroughs to a collaborative development model, supported by substantial funding initiatives totaling 925 billion yuan [23] - The Shanghai government is actively investing in AI companies through various funds, indicating a robust ecosystem for AI innovation and development [23]

Core Insights - SAIC Motor Corporation has successfully navigated the challenges of the automotive industry's transition to new energy and smart technologies, achieving significant sales growth and maintaining industry leadership [1] - The company's strategy focuses on user-centric innovation, breaking technological barriers, and global expansion, serving as a valuable model for the transformation of China's automotive industry [1] Group 1: Sales Performance - In the first half of 2025, SAIC's vehicle wholesale reached 2.053 million units, a year-on-year increase of 12.4%, with retail delivery hitting 2.207 million units [1] - The company's passenger vehicle sales saw a year-on-year growth of 21.1% in the first half of 2025, demonstrating the effectiveness of its integration model [9][6] Group 2: Product Innovation - The Roewe D7 DMH has set a new industry standard for hybrid vehicles in the 100,000-150,000 yuan price range, featuring a range of over 2,200 kilometers and fuel consumption of only 2.49 liters per 100 kilometers [3] - MG brand plans to launch 13 new models in two years, showcasing its strong product development capabilities and commitment to market expansion [5] Group 3: Technological Advancements - The Zhiji L6, equipped with a solid-state battery, boasts a range exceeding 1,000 kilometers, positioning it competitively against international luxury brands [5] - SAIC's collaboration with technology giants like Huawei and OPPO aims to enhance smart driving capabilities and user connectivity, achieving high performance in voice recognition and device integration [10][9] Group 4: Global Expansion - SAIC's "Glocal strategy" has established a robust global supply chain, with products exported to over 170 countries and regions, achieving cumulative overseas sales of over 6 million units [11] - The company has tailored its products to meet European standards, enhancing competitiveness in the region by optimizing battery management systems and powertrains [13] Group 5: Market Positioning - SAIC's autonomous brands now account for 63.5% of its total sales, reflecting a shift in market dynamics from joint ventures to domestic brands taking the lead [6] - The MG brand has successfully redefined its global presence, achieving over 5 million units in sales and breaking the stereotype of low-cost exports from Chinese automakers [14]

Core Insights - SAIC Motor Corporation has reported strong performance in the first half of 2025, with a significant rise in sales across its three main segments: domestic brands, new energy vehicles, and overseas markets [1][4][5] Group 1: Sales Performance - In the first half of 2025, SAIC's total vehicle sales reached 2.053 million units, marking a year-on-year increase of 12.4% [4] - Sales of SAIC's own brands reached 1.304 million units, a year-on-year increase of 21.1%, accounting for 63.5% of total sales, up 4.6 percentage points from the previous year [4] - The sales figures for individual brands include 368,000 units for SAIC Passenger Cars (up 9.8%), 107,000 units for SAIC Maxus (up 11.2%), and 753,000 units for SAIC-GM-Wuling (up 32.2%) [4] Group 2: New Energy Vehicles - SAIC's new energy vehicle sales reached 646,000 units in the first half of 2025, a substantial year-on-year increase of 40.2% [5] - In June alone, new energy vehicle sales hit 121,000 units, reflecting a year-on-year growth of 29.2% [5] - Notable performances include 6,000 units delivered by Zhiji Auto in June and 16,000 units sold by SAIC Passenger Cars, which represents a 44.1% increase [5] Group 3: Overseas Market - Despite challenges such as anti-subsidy tariffs, SAIC's overseas sales reached 494,000 units in the first half of 2025, a slight increase of 1.3% [5] - The European market has been a key growth area, with the MG brand achieving over 150,000 units in deliveries, marking double-digit growth [5] Group 4: Strategic Reforms - Since the second half of 2024, SAIC has initiated comprehensive reforms to adapt to industry changes and market pressures, focusing on resource integration and collaborative marketing [6] - The company aims to implement its "Comprehensive Reform Work Plan (2024-2027)" to achieve high-quality development [6] Group 5: Dual-Driven Model - The combination of strong domestic brand growth and the transformation of joint ventures is central to SAIC's high-quality development strategy [7] - Technological advancements, such as solid-state batteries and integrated vehicle control platforms, are enhancing market competitiveness [7][8] Group 6: "Shangjie" Project - The "Shangjie" project, developed in partnership with Huawei, aims to disrupt the market by offering high-level intelligent driving features at a competitive price point of around 200,000 yuan [9][10] - This initiative is expected to redefine the smart vehicle market in the 200,000 yuan segment, addressing consumer demand for advanced features without excessive costs [9][11] Group 7: Vertical Integration - The "Shangjie" project benefits from SAIC's comprehensive supply chain and manufacturing capabilities, allowing for competitive pricing in the high-end smart vehicle market [11] - The collaboration with Huawei involves deep integration of technology and manufacturing expertise, enhancing product offerings [10][11]