点 击 蓝 字 关 注 我 们 本文全文共 1787 字，阅读全文约需 6 分钟 中国新能源汽车市场走势 中国新能源汽车市场结构 2025年5月，新能源轿车占比42.5%，比去年同期下滑2.4个百分点。新能源SUV份额达到47.2%，份 额较同期增长0.3个百分点。2025年5月，本期多数车型同比继续增长。乘用车部分，在国家促消费 政策推动下，多地出台汽车促销政策，叠加车展等线下活动，销量持续增长。交叉型乘用车本期出 现下滑。商用车部分，所有车型同比均增长，其中牵引车同比增长接近300% 。 中国新能源 汽车市 场，2025年5月销售130.7万辆，环比增长6.7%，同比增长36.8%，渗透率达到 48.7%，渗透率维持较高水平 。 其中新能源乘用车销售123.4万辆，环比增长7.7%；新能源商用车销售7.3万辆，环比下降8.3%，同 比增长63.4% 。 企业竞争进入深度重塑期，行业呼吁转向"价值竞争"，车企联合缩短供应商账期至60天以稳定产业 链，市场正从"以价换量"向"技术+服务"综合竞争转型，市场趋势向高端化、智能化倾斜，头部企业 通过供应链整合和全球化布局巩固优势，而尾部品牌加速淘汰。 装车率统计 ...

Core Viewpoint - The development of intelligent driving (smart driving) in the automotive industry is entering a critical turning point in 2025, shifting from aggressive marketing and promises of full automation to a more rational and realistic approach due to new regulations from the Ministry of Industry and Information Technology [1][2]. Industry Transition - The automotive industry is witnessing a transformation where companies are adjusting their marketing strategies to emphasize the "assistance" nature of smart driving rather than overpromising full automation capabilities [2][4]. - Traditional automakers like Volkswagen and Toyota have maintained a more cautious approach, focusing on safety and reliability rather than aggressive claims, which is now proving advantageous as the market stabilizes [4]. Consumer Perception - Consumer attitudes towards smart driving are divided; while there is some excitement, many remain cautious due to concerns about the maturity of the technology and its safety [12][14]. - A significant portion of consumers still view smart driving features as secondary to other factors such as price, brand reputation, and overall vehicle performance [9][11]. Marketing Adjustments - Sales representatives at recent auto shows have adopted a more restrained and factual approach when discussing smart driving features, moving away from exaggerated claims to clarify the limitations and necessary conditions for use [7][8]. - The shift in marketing strategy reflects a broader industry trend towards establishing a more realistic understanding of smart driving capabilities among consumers [8][14]. Safety Concerns - Despite the advancements in smart driving technology, many consumers express ongoing concerns about safety, often preferring to maintain manual control in complex driving situations [12][14]. - The industry is recognizing the need for patience and rationality from all stakeholders—manufacturers, regulators, and consumers—as smart driving evolves from a novel concept to a reliable aspect of safe transportation [14].

Core Viewpoint - The article emphasizes the distinction between "assisted driving" and "autonomous driving," highlighting that many drivers mistakenly equate the two, leading to dangerous situations and accidents [17][15][10]. Group 1: Accidents and Misuse of Assisted Driving - Recent accidents illustrate the dangers of over-reliance on assisted driving features, with drivers failing to take control when necessary, resulting in collisions [4][6]. - In one incident, a driver was found fully responsible for an accident due to trusting the assisted driving system too much and not reacting in time [4][6]. - Another case involved a driver who crashed into a guardrail while using assisted driving, again highlighting the risks associated with neglecting personal responsibility [4][6]. Group 2: Levels of Autonomous Driving - China's automotive intelligent driving is classified into six levels, ranging from L0 (emergency assistance) to L5 (full automation) [9][10]. - Currently, most vehicles on the market are at L2 or below, which means they provide combined driving assistance but still require driver intervention [10][12]. - Levels L3 and above are still in demonstration or testing phases and are not available for personal purchase [12]. Group 3: Legal Responsibilities and Misconceptions - The legal obligations of drivers using assisted driving systems are the same as those of regular drivers, meaning they must remain attentive and ready to take control [15][17]. - Misconceptions exist, such as the belief that using assisted driving can absolve drivers of responsibility in cases of DUI, which is incorrect [19][25]. - Courts have ruled that drivers are still accountable for their actions, even when using assisted driving features, reinforcing the need for proper licensing and adherence to traffic laws [31][33]. Group 4: Manufacturer Responsibilities - Manufacturers must ensure that their marketing does not mislead consumers into thinking that assisted driving equates to full automation, as this could lead to legal repercussions [38][40]. - If accidents occur while using assisted driving, the responsibility typically lies with the driver, but manufacturers may be held accountable if the technology is found to be faulty [42][40]. - Experts suggest that as technology evolves, legal frameworks must also adapt to clarify responsibilities and rights associated with different levels of automated driving [43][45].

日产将于2027财年推出配备人工智能辅助驾驶功能的汽车。(新浪财经) ...

从昨晚的美股开始，全球风险资产都小幅反弹，A股和港股也不例外，最热的一共三个事， 一是可控核聚变概念 ，暴涨5%以上； 二是创新药 ，港股创 新药涨了6个多点，A股创新药涨了4个多点； 三是小米 ，周六晚上的交通事故，今天发酵，中午股价开始跳水，最低跌到-6.3%，收跌-5.5%，顺带把整 个港股都带下来了。 第一个事，确实不懂，pass吧； 第二个事，创新药，昨晚刚聊过，想看科普的可以去翻昨天的； 所以，还是聊聊小米吧。 一共两个角度， 第一个，是从股价的维度。 小米3月19日股价见顶，最高59.45块，今天收盘是46.5块，区间高位下跌22%左右，正好是恒生科技区间跌幅（11%左右）的2倍，小米这轮的下跌，原因 可以找出三个，一是自身之前400多亿的配股，二是港股由于外部冲击的 整体回调，三是这回事故导致的单日大跌。 但核心，其实还是我们3月19日，在《 真正的股王 》里， 解读腾讯财报的时 候，顺带 提到的： 雷总的小米什么都好，就是太贵了。 当时小米的市盈率已经接近60倍了，明眼人都知道短期确实很贵了，有点下不去手，而不管是配股，还是这回的事故，其实都相当于给很多人送了副梯 子，正好找个能说服自己的理 ...

// 热点聚焦 // 1、 我国将多措并举大力提振消费。相关职能部门正积极加紧制定育儿补贴、劳动工资等政策。 央行将会同金融监管等部门，研究出台金融支持扩大消费 的专门文件。商务部将加力扩围实施消费品以旧换新，开展汽车流通消费改革试点。财政部、人社部将在补助、稳就业等方面多措并举，提升居民消费能 力。市场监管总局将严格开展监管执法，针对价格欺诈等市场顽疾开展专项整治行动。 2、 国家统计局70城房价数据出炉，一线城市新房价格环比继续上涨，二线城市新房价格环比由上月上涨0.1%转为持平。2月份，新房价格环比上涨城市 为18个，较上月减少6个，其中南京连续3个月领涨全国； 二手房价格环比上涨城市有3个，比上月减少4个，深圳领涨全国。 3、国家统计局公布数据显示， 今年前两个月，我国工业增加值、服务业生产指数、社会消费品零售总额、固定资产投资分别同比增长5.9%、5.6%、4% 和4.1%，比上年全年分别加快0.1、0.4、0.5和0.9个百分点。 房地产开发投资同比下降9.8%，新建商品房销售面积下降5.1%，均降幅收窄。 // 环球市场 // 1、 美国三大股指全线收涨， 道指涨0.85%报41841.63点， ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 3、国家能源局等:深入推进公路沿线充电基础设施建设,推动大功率充电技术标准应 用 政策信息 7、交通运输部：要持续强化废旧动力电池运输监管，配合做好新能源汽车动力电池回 收等工作 8、两部门：组合驾驶辅助系统车辆发生事故造成人员伤亡的，应 24 小时内提交事故信 息 1、华为广州首个研发中心启用 将重点从事智能汽车等研发 2、目前超 20 家中国央企接入 DeepSeek 涉及能源、金融等领域 4、全国人大代表提出新能源汽车相关建议 工信部等多部门研究办理 5、深圳去年汽车产量跃居全国首位，超充站数量全面超过加油站 6、宁德时代在芜湖成立新能源科技公司 注册资本 500 万 7、中国电动汽车百人会相关负责人：全固态电池预计 2027 年开始装车 8、陈茂波：推出 3 亿港元资助计划 预计推动业界装置 3000 个高速充电桩 9、3000 余辆新能源汽车从青岛出口 10、永达汽车拉升逾 12% 公司持续加速扩展新能源汽车网络布局 11、中国节能与宁德时代签署战略合作协议 12、工信部: 2024年全国锂电池总产量 1170GWh 同比增长 24% 13、小鹏汇天 ...

汽车市场"混战"继续！ 这个周末，多家车企密集发布了2025年2月汽车销售"成绩单"，整体均呈现同比增长态势。其中，小鹏汽车单 月交付新30453辆，同比大幅增长570%，再度登顶造车新势力交付量榜首；比亚迪2月新能源汽车销量32.28万 辆，同比增长163.9%；小米汽车宣布，小米SU7 Ultra锁单量已突破10000台，提前完成全年任务。 中国汽车流通协会乘用车市场信息联席分会结合1月厂商目标完成率情况综合估算，2月新能源零售预计可达60 万，渗透率回升至48%左右。业内人士预计，随着节后消费需求的持续释放、各地促消费政策的支持，以及智 能驾驶技术和充换电基础设施的不断完善，未来几个月新能源汽车市场将保持强劲增长势头。 站在当前时点，比销量更有看点或许是"全民智驾"。日前，多家车企围绕智驾普及轮番出牌，截至目前，包括 比亚迪、吉利汽车、长安汽车、广汽埃安、小鹏汽车等超10个汽车品牌均提出了"智驾平权"相关计划。有分析 认为，随着智能化技术的不断发展，汽车产业正迎来前所未有的变革。 此外，2日晚间，比亚迪携手大疆发布智能车载无人机系统"灵鸢"。据比亚迪集团高级副总裁、汽车新技术研 究院院长杨冬生介绍，灵鸢 ...