在技术层面，这几台车也是各有各的独门绝技—— 就拿本周开启预售的极氪9X来说，它就采用了库里南同款的48V主动稳定杆，以及全球首发的5激光雷达辅助驾驶、混动兆瓦电驱、6C超充电池等，可以说是 武装到了牙齿。 那么，这台极氪的新旗舰，究竟表现如何？又能否在"群敌环伺"的环境中，收获用户的青睐？ 不知道大家发现没有，今年下半年，车企们开始卷大三排SUV了。 关注 「电动车公社」 和我们一起重新思考汽车 除了最近爆火的乐道L90、蔚来ES8，今天开启预售的吉利银河M9，三季度还会迎来极氪9X、智己LS9、奇瑞风云T11、捷途纵横G700等新车。都差不多是5米 2的全尺寸SUV，空间也是一个赛一个的大。 关注电动车公社 视频号 更多精彩视频不错过 戳开看视频 点击一下不错过更多深度内容 硬核黑科技，挑战库里南 ...

Core Viewpoint - The article discusses the competitive landscape of the large SUV market in China, focusing on the pre-sale of two significant models: the LeDao L90 and the Li Auto i8, highlighting their strategic importance and the growing demand for large SUVs in the new energy vehicle segment [3][5][12]. Group 1: Product Launches - The LeDao L90 is positioned as a flagship smart large SUV with a starting pre-sale price of 279,900 yuan, while the Li Auto i8 is a family-oriented six-seat pure electric SUV with an expected starting price of 350,000 yuan [3][12]. - Both models are set to officially launch at the end of July, indicating a strategic timing to capture market interest [3][12]. Group 2: Market Trends - The large SUV market is experiencing a surge in interest, particularly in the new energy segment, with several models expected to launch in the second half of the year, including the Tesla Model Y L and the AITO M8 pure electric version [7][12]. - The penetration rate of new energy vehicles in the large SUV market has increased significantly, with Li Auto and AITO establishing a dominant position, while the average price of popular models exceeds 300,000 yuan [8][12]. Group 3: Technological Advancements - Advances in battery and charging technology are alleviating range anxiety for large SUVs, with high-voltage fast charging and new battery technologies being key developments [9][12]. - The article notes that the improvement in charging infrastructure is also enhancing the user experience for electric vehicle owners [9]. Group 4: Consumer Demand - The sustained popularity of new energy large SUVs is attributed to consumer demand, product capabilities, and strategic initiatives from automakers, driven by unique domestic consumption patterns and family travel needs [10][12]. - The spaciousness and intelligent features of these vehicles significantly enhance their competitiveness in the market [10]. Group 5: Competitive Landscape - The large SUV market is transitioning from a blue ocean to a red ocean, with increasing competition as more brands enter the segment, leading to a potential saturation of the market [11][12]. - Companies are adopting various strategies, including high cost-performance ratios, differentiation, and targeted marketing to capture market share in this competitive environment [11][12].

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 Viewpoint - The automotive industry is witnessing a shift where companies traditionally focused on range-extended vehicles are now venturing into pure electric vehicles, and vice versa [2][5]. Group 1: Industry Trends - Companies like Li Auto have launched their first pure electric SUV, the Li i8, adopting a dual strategy of range extension and pure electric [3]. - More brands that previously did not engage in range extension, such as Avita and Zhiji, are now entering the range-extended vehicle market [6][9]. - Zhiji Auto has introduced its self-developed range extension technology, "Star" Super Range Extender, which will debut in the upcoming Zhiji LS6 and flagship LS9 models [7]. Group 2: Technological Innovations - The "Star" Super Range Extender consists of three main components: a large-capacity fast-charging battery, an energy-efficient range extender, and excellent noise and vibration performance [14]. - The battery, developed in collaboration with CATL, has a capacity of 66 kWh, providing a CLTC pure electric range of 450 km, surpassing the Tesla Model 3's 62.5 kWh battery [16][17]. - The battery architecture is 800V, allowing for a peak charging power of 268 kW, enabling a 310 km range increase in just 15 minutes of charging [19]. Group 3: User Insights and Market Positioning - User research indicated that many buyers of range-extended vehicles are motivated by range anxiety, leading to a demand for larger batteries to reduce charging frequency [26][30]. - The company aims to meet user needs by ensuring a pure electric range of over 400 km, which could satisfy all user demands [34]. - The strategy is to attract users who might have previously avoided electric vehicles due to range anxiety, thereby expanding the market [80]. Group 4: Efficiency and Performance - The range extender, named "Zephyr 1.5T," focuses on efficiency, achieving a fuel consumption of 5.32 L/100 km, marking a significant improvement in the segment [44]. - The system is designed to minimize vibration and noise, with a cabin noise level maintained below 36 decibels during operation [66]. - The low battery discharge capability is enhanced to 275.5 kW, ensuring performance remains robust even at low battery levels [75].

Core Viewpoint - The article discusses the strategic shift of Zhiji Auto in the extended-range electric vehicle (EREV) market, focusing on the launch of its "Star" super extended-range technology to address long-standing user experience issues in the industry [2][9]. Group 1: Market Context and Challenges - In the first half of 2025, cumulative sales of extended-range vehicles reached 538,000 units, accounting for 10% of overall new energy vehicle sales, with a year-on-year growth of 16.5%, although the growth rate has slowed compared to the same period in 2024 [2]. - Extended-range vehicles face three core challenges: insufficient pure electric range leading to frequent charging, power degradation under low battery conditions, and significant range reduction in low temperatures [2]. Group 2: Technological Innovations - Zhiji's strategy involves leveraging its pure electric platform to enhance the extended-range experience, incorporating advanced technologies such as an 800V high-voltage platform and silicon carbide motors directly into the extended-range system [3][4]. - The new generation Zhiji LS6, featuring the "Star" technology, will offer a pure electric range of 450 kilometers with a 66kWh dedicated battery, while the 50L fuel tank serves as a backup [3][4]. Group 3: Cost Management and Efficiency - The integration of a 66kWh high-energy density battery increases hardware costs, but Zhiji aims to maintain price competitiveness while delivering a "pure electric level experience" [6]. - Zhiji's approach includes using high-cost materials to enhance battery life and efficiency, with a focus on reducing the frequency of engine activation, resulting in a fuel consumption of 5.32L/100km, which is 23% lower than the segment average [6][7]. Group 4: Market Positioning and Strategy - Zhiji's extended-range strategy is characterized as a precise misalignment competition, focusing on user pain points rather than competing directly with traditional extended-range giants [8]. - The LS6 is positioned as a "self-charging electric vehicle," targeting users who are hesitant to switch to electric due to range anxiety, with a goal to activate the silent market of fuel vehicle users [8][9]. Group 5: Sales Performance and Competitive Landscape - Zhiji's cumulative sales in the first half of 2025 were only 19,158 units, a year-on-year decline of 14.67%, achieving only 19% of its annual target of 100,000 units [9]. - The extended-range market is becoming increasingly crowded, with competitors like Li Auto and AITO, as well as new entrants such as Xiaomi and XPeng, intensifying the competition [9].

Core Insights - Zhiji Automobile officially announced its entry into the range-extended vehicle market with the launch of its "Star" super range extension technology, featuring over 450 km of pure electric range and a low fuel consumption of 5.32L per 100 km [1][2] - The first range-extended model, the new generation Zhiji LS6, will begin pre-sales on August 15, while the flagship SUV Zhiji LS9 is set to debut in the fourth quarter [1][4] - The company aims to address consumer concerns about range anxiety by promoting its vehicles as a new category of electric cars equipped with supercharging capabilities [1][2] Product Features - The "Star" super range extension technology includes a 66 kWh battery developed in collaboration with CATL, providing a range equivalent to three Tesla Model Ys [2] - The vehicle's fuel consumption is reported at 5.32L per 100 km when the battery is depleted, and 2.07L per 100 km for combined fuel consumption [2] - The AI energy management system allows for intelligent switching between electric and fuel modes, enhancing the user experience [2] Market Context - Zhiji Automobile faces challenges as it enters a competitive market, with a reported sales decline of 14.67% year-on-year, totaling 19,158 units in the first half of the year [6] - The company has set a sales target of 65,503 units for 2024, aiming for a 50% increase in 2025, which would require significant growth from current performance [6] - The range-extended vehicle market is becoming increasingly crowded, with competitors like Huawei's "Shangjie" brand also launching similar models [6][9] Competitive Landscape - The range-extended vehicle segment is projected to see a 78.7% year-on-year increase in sales, with a total of 1.167 million units expected in 2024 [9] - The market share for range-extended vehicles has shown signs of decline, with a 9.8% share in the first half of the year [9] - Major players, including Xiaomi and XPeng, are also planning to introduce range-extended models, intensifying competition in the market [9]

Core Viewpoint - Zhiji Auto has officially entered the plug-in hybrid (range-extended) market with the launch of its "Hengxing Super Range Extension Technology," moving beyond its previous focus on pure electric vehicles [1][3]. Group 1: Product Launch and Technology - The first range-extended model, the new Zhiji LS6, will begin pre-sales on August 15, with a large SUV model, the Zhiji LS9, expected to debut in the fourth quarter of this year [1]. - The Hengxing Super Range Extension Technology features a 66kWh battery developed in collaboration with CATL, offering a pure electric range of over 450 km under CLTC standards [3]. - The technology includes an 800V ultra-fast charging platform, achieving a peak charging power of 268 kW, allowing for a 310 km range replenishment in just 15 minutes [3]. Group 2: Performance and Efficiency - The range-extended engine, Zephyr 1.5T, has a fuel consumption of 5.32L/100km when the battery is depleted, and a combined energy consumption of 2.07L/100km, compatible with 92-octane gasoline [5]. - The Hengxing Super Range Extension is equipped with an AI energy management system for optimal power allocation and features active noise cancellation technology to keep cabin noise at 36 decibels during idle [5]. Group 3: Market Position and Sales Performance - Established in late 2020, Zhiji Auto is a high-end electric vehicle brand under SAIC Group, initially focusing on models priced above 300,000 yuan [5]. - In 2022, Zhiji launched the L7 sedan and LS7 SUV, but sales were modest, totaling 5,000 units. However, sales increased to 38,200 units in 2023, still trailing behind leading competitors [5][6]. - The company has adopted a more pragmatic approach by introducing models priced between 200,000 and 300,000 yuan, resulting in a significant sales increase, with cumulative sales reaching 65,500 units in 2024, a year-on-year growth of 71.24% [6]. Group 4: Competitive Landscape - The Chinese new energy vehicle market is becoming increasingly competitive, with many brands launching a variety of plug-in hybrid models in the same price range, posing challenges for Zhiji, which has a limited product lineup [6][8]. - The company’s sales in the first half of 2023 were 19,200 units, a decline of 14.67% year-on-year, despite promotional pricing efforts [8]. - The upcoming launch of the Zeekr 9X range-extended model will position it as a direct competitor to the Zhiji LS9, highlighting the competitive pressures in the market [10].

Group 1: Market Overview - Multiple institutions predict that by 2025, the penetration rate of new energy vehicles (NEVs) in China will exceed 50% [1] - The demand for NEVs is becoming increasingly diversified, evolving from a focus on environmental protection and energy saving to considerations of range, charging efficiency, vehicle performance, comfort, and intelligent experience [1] Group 2: User Pain Points - Users of NEVs face several challenges, including "range anxiety," especially in winter when battery performance significantly declines, leading to actual ranges falling short of advertised values [4] - Range-extended electric vehicles (REEVs) alleviate some range anxiety but introduce issues such as reduced power and increased fuel consumption when the battery is low, impacting the overall driving experience and cost for users [5] - Inadequate charging infrastructure remains a significant issue, with uneven distribution of public charging stations and high demand in urban areas, particularly during peak travel times [6] - Battery safety concerns, including incidents of fire and explosion, create doubts about the safety of NEVs, necessitating solutions to ensure stable and safe battery operation under various conditions [7] Group 3: Technological Innovations - The upcoming "Star" super range extension technology from Zhiji Auto is expected to address user needs effectively [2] - The "Star" super range extension system features a large 66 kWh battery, offering a pure electric range exceeding 450 km and a comprehensive range of over 1500 km (CLTC), allowing users to operate it like a fully electric vehicle with minimal charging [9] - The system boasts the lowest fuel consumption in low battery mode at 5.32 liters per 100 km, significantly reducing costs for users [10] - Advanced technologies, such as a high-efficiency engine and a wide range of exhaust gas recirculation, enhance performance and fuel efficiency [10][12] Group 4: Safety and Performance - The battery cells in the "Star" super range extension have a defect rate of only one in a billion, adhering to aerospace-grade safety standards, which is 1000 times better than the industry standard [13] - The vehicle is equipped with a 800V super fast charging platform, allowing for a charging power of 200 kW, which is 263% of that of mainstream REEVs, enabling users to gain 310 km of range in a short time [12] Group 5: Market Performance - Zhiji Auto, as a key project of SAIC Group, benefits from strong support in R&D, supply chain, manufacturing, and channel development [15] - Recent data shows that Zhiji Auto delivered 7,027 vehicles in July, achieving steady growth year-on-year and month-on-month, with the new Zhiji L6 and LS6 ranking second in their respective segments [16] - The launch of the "Star" super range extension technology and new models like the Zhiji LS6 and LS9 in the upcoming quarters is expected to enhance the product lineup and meet the quality travel needs of more family users [17]

Group 1 - The core message highlights the rapid progress of Zhiji Auto in vehicle deliveries and international expansion, with 7,021 new cars delivered in July and entry into markets such as the UK, Australia, and Nepal [2] - Zhiji Auto, in collaboration with Xiangdao Mobility and Qiangsheng Taxi, has received a new batch of intelligent connected vehicle demonstration operation licenses in Shanghai, marking a significant step towards the commercialization of L4 autonomous driving technology [2] - The launch of the "Star" super extended range technology, featuring a 66kWh-800V battery solution, offers over 450 kilometers of pure electric range and a total range exceeding 1,500 kilometers, enhancing safety and performance in low temperatures [2] Group 2 - The new generation Zhiji LS6, the first extended-range SUV with a large battery, is set to make its global debut on August 15, while the luxury flagship model LS9 is expected to be unveiled in the fourth quarter of this year [3]

Key Points - Huang Renxun, CEO of Nvidia, expressed ongoing pressure and a sense of impending crisis, stating he feels the company is always close to bankruptcy and plans to work until he is 80 years old [4] - Neta Auto has been accused of inflating sales figures by over 60,000 vehicles, with reports indicating that they insured cars before selling them, thus counting them as sold [6][7] - JD.com has made significant investments in three robotics companies, emphasizing its focus on embodied intelligence and innovation in supply chain applications [8] - Huang Renxun described Huawei as a competitor but not an enemy, highlighting the importance of maintaining good relationships with competitors in the unique Chinese market [9] - Xiaomi is entering the market space of Li Auto and Huawei with its new SUV model, the Kunlun N3, which is expected to feature a range-extended hybrid system [10] - Meituan is undergoing a strategic transformation, leading to some employees negotiating severance packages due to mismatched job placements [12] - Yushu Technology is preparing for an IPO with a valuation exceeding 12 billion yuan, with investors optimistic about its future market performance [13] - ByteDance is expanding its healthcare footprint with a new AI flagship hospital project in Beijing, set to be completed by the end of 2029 [20] - Perplexity AI has raised $100 million, increasing its valuation to $18 billion, and is positioning itself to compete directly with Google Chrome [25] - Tesla is expanding its Robotaxi service area in Austin, Texas, in competition with Waymo, indicating a growing rivalry in the autonomous taxi market [27][28]