3月，宝马选择阿里巴巴作为其智能座舱的AI底座；4月，宝马将De e pSe e k的AI能力接入了 车载系统；7月，合作延伸至智能驾驶的核心领域。宝马与中国自动驾驶公司Mome n t a官宣， 双方将基于国产新世代车型的电子电气架构，联合研发面向中国市场的新一代智能驾驶辅助 系统。 今年以来，宝马正在用一种更系统、更彻底的方式，为其在中国的智能汽车版图添上核心要素。 今年开始，宝马接连宣布了与三家中国科技公司的深度合作，覆盖了从云端计算到车辆决策 的不同层面。 （企业供图） 通过这三项合作，宝马在短期内迅速构建了一个覆盖感知、交互、决策不同层次的本地化AI 技术生态。其目标明确，即在智能化的关键领域，特别是座舱体验和自动驾驶，更直接地契 合中国市场的技术迭代速度与用户需求。 但对外合作只是宝马智能化布局的一条明线。要理解其完整的战略意图，需要看到与之并行 的另一条主线：对内，宝马正试图重新定义AI在整个组织内部的角色，它正从一个提升特定 环节效率的工具，转变为驱动整体业务转型的基础能力。 这一转变的标志性事件，是今年3月宝马在华发布的" 3 6 0度全链AI "战略。该战略明确将AI深 度融入研发、生产、 ...

3月，宝马选择阿里巴巴作为其智能座舱的AI底座；4月，宝马将DeepSeek的AI能力接入了车载系统；7 月，合作延伸至智能驾驶的核心领域。宝马与中国自动驾驶公司Momenta官宣，双方将基于国产新世代 车型的电子电气架构，联合研发面向中国市场的新一代智能驾驶辅助系统。 通过这三项合作，宝马在短期内迅速构建了一个覆盖感知、交互、决策不同层次的本地化AI技术生 态。其目标明确，即在智能化的关键领域，特别是座舱体验和自动驾驶，更直接地契合中国市场的技术 迭代速度与用户需求。 今年以来，宝马正在用一种更系统、更彻底的方式，为其在中国的智能汽车版图添上核心要素。 今年开始，宝马接连宣布了与三家中国科技公司的深度合作，覆盖了从云端计算到车辆决策的不同层 面。 但对外合作只是宝马智能化布局的一条明线。要理解其完整的战略意图，需要看到与之并行的另一条主 线：对内，宝马正试图重新定义AI在整个组织内部的角色，它正从一个提升特定环节效率的工具，转 变为驱动整体业务转型的基础能力。 这一转变的标志性事件，是今年3月宝马在华发布的"360度全链AI"战略。该战略明确将AI深度融入研 发、生产、销售、服务全价值链，而随后推出的自研A ...

Core Insights - The 2025 Automechanika Shanghai opened on November 26, showcasing a total of 7,465 exhibitors from 44 countries and regions, with an exhibition area of 383,000 square meters across 15 halls [1][3] Group 1: Participation and Exhibitors - The exhibition saw a significant increase in both domestic and international participation, featuring exhibition groups from 15 countries and regions, along with representatives from key domestic automotive industry bases [3] - Notable exhibitors included major automotive brands such as GAC Aion, Li Auto, Chery Holding, and Tesla, presenting a diverse range of products and solutions across the automotive ecosystem [3][4] Group 2: Focus on New Energy and Intelligent Connectivity - The new energy and intelligent connectivity sector expanded by 50%, highlighting core components and systems related to electrification, intelligent driving, and energy replenishment technologies [4] - Over 40% of exhibitors were involved in new energy and intelligent connectivity solutions, indicating a strong industry trend towards these areas [4] Group 3: International Influence and Attendance - The exhibition welcomed 15 international exhibition groups, with a 20% increase in display area, reflecting its growing global appeal [6] - Pre-registered audience numbers increased by approximately 25% compared to the previous year, with participation from nearly 160 countries and regions [6] Group 4: Events and Forums - The event featured a record number of activities, including 94 high-quality forums and technical seminars covering industry trends and technological advancements [6][7] - Key forums included the International Development Summit for Intelligent Connected Vehicles and the Automotive Aftermarket Summit, focusing on innovation and collaboration within the industry [9] Group 5: Specialized Areas and Innovations - New thematic workshops addressed critical topics such as thermal management for electric vehicles and innovations in power systems, supporting the development of a sustainable automotive ecosystem [7] - The exhibition also introduced a green repair area and a modification and technology zone, promoting sustainable practices and the latest trends in vehicle customization [9]

Core Insights - The 2025 Automechanika Shanghai exhibition opened with 7,465 participating companies from 44 countries and regions, marking a 10% year-on-year increase in exhibitors [1] - The exhibition area expanded by 9% to 383,000 square meters, utilizing all 15 exhibition halls of the National Exhibition and Convention Center (Shanghai) for the first time [1] - The event showcased significant domestic and international participation, with 15 national and regional exhibition groups, highlighting the global professional service platform's role in market promotion, trade services, information exchange, and industry education [1] Industry Trends - The exhibition reflects the robust innovation vitality and global influence of China's automotive industry, as stated by the General Manager of Frankfurt Exhibition (Hong Kong) Ltd [1] - China is increasingly recognized as a key hub for global automotive sales, production, and new energy technology innovation, with a growing trend of vehicle manufacturers enhancing their international influence through the exhibition platform [1] - The event featured major automotive brands such as GAC Aion, Li Auto, Chery Holding, and Tesla, along with key enterprises from the automotive supply chain, showcasing a diverse range of products and solutions across the entire automotive ecosystem [1] New Energy and Smart Connectivity - The new energy and intelligent connected vehicle sector expanded by 50%, focusing on core electric components and systems, intelligent driving assistance, charging infrastructure, and more [2] - Nearly 30 domestic and international brands participated for the first time, showcasing cutting-edge technologies in semiconductor chips, intelligent driving systems, and powertrain systems [2] - The inaugural 2025 Automechanika Shanghai Automotive Industry International Development Conference CEO Summit was held concurrently, featuring 94 high-quality forums and technical seminars covering technology foresight, market trends, talent development, and cross-industry integration [2]

Core Insights - The 2025 Automechanika Shanghai opened on November 26, featuring a record number of 7,465 exhibitors from 44 countries and regions, marking a 10% year-on-year increase in exhibitors and a 9% expansion in exhibition area to 383,000 square meters [1][4] - The event highlights the global automotive industry's focus on innovation and sustainable development, with significant participation from both domestic and international entities [3][7] Exhibition Scale and Participation - The exhibition has achieved unprecedented scale, utilizing all 15 halls of the National Exhibition and Convention Center (Shanghai) for the first time [1] - Domestic and international participation has notably increased, with 15 national and regional exhibition groups contributing to a comprehensive global professional service platform [3][7] Industry Representation - Major automotive brands such as GAC Aion, Li Auto, Chery, and Tesla showcased their products, emphasizing a diverse range of technologies and solutions for both fuel and new energy vehicles [4][5] - The new energy and intelligent connected vehicle sector expanded by 50%, featuring key components and systems, with over 40% of exhibitors focusing on related solutions [5][10] International Influence - The event attracted a global audience, with pre-registered attendees increasing by approximately 25% compared to the previous year, covering nearly 160 countries and regions [7] - More than 24,000 professional buyers from 50 countries and regions participated, marking a record high in international engagement [7] Concurrent Events and Forums - A total of 94 high-quality forums and technical seminars were organized, covering topics such as technology trends, market dynamics, and talent development [8][10] - Key events included the International Development Summit for Intelligent Connected Vehicles and the Automotive Aftermarket Summit, aimed at fostering collaboration and innovation within the industry [10][11] Focus on Innovation and Sustainability - The exhibition emphasized the importance of a complete industry chain and continued technological innovation, with over 90 supporting activities aimed at integrating various sectors of the automotive industry [15] - The introduction of a green repair area and a modification and technology zone highlighted the commitment to sustainable practices and the growing trend of vehicle customization [11][13]

今年以来，国内新能源汽车市场迎来历史性突破。商务部数据显示，2025年汽车以旧换新补贴申请量已突破1000万份，其中新能源汽车占比达57.2%，直接 带动1-9月新能源乘用车零售同比增长24.4%，市场渗透率攀升至52.1%。此外，中国汽车工业协会数据显示，10月新能源汽车新车销量达到汽车新车总销量 的51.6%，种种数据都透露出国内汽车市场结构已发生转变。 2025广州国际车展将于11月21日开幕。作为车市收官之战，本届车展不仅集中展示国内外新能源汽车的发展成果，更透过参展品牌的战略变化，勾勒出2026 年市场新格局。 各车企公布的参展阵容显示，全球主流品牌将齐聚羊城，形成多元化竞争的格局。一汽、上汽、比亚迪、吉利等将展示最新技术成果；理想、小鹏、小米等 造车新势力继续深耕智能赛道；宝马、奔驰、奥迪等传统品牌加速电动化转型步伐；就连华为、宁德时代等科技企业也来展示智能网联解决方案，凸显产业 链协同创新的趋势。 此外，透过车企参加展会的产品与技术布局，2026年的市场格局已初露端倪，首先是自主品牌将继续巩固领先地位。10月数据显示，自主品牌在10月国内新 能源车零售中渗透率达77.9%，而合资品牌仅7%。未来 ...

Core Insights - Momenta and BMW have established a partnership focused on developing advanced driver assistance systems tailored for the Chinese market [3] - The collaboration involves extensive real-world testing across major Chinese cities, adhering to BMW's stringent validation standards [1][3] Group 1: Partnership Details - The partnership aims to create a new generation of intelligent driving assistance solutions that cater to local driving scenarios in China [3] - The system will utilize Momenta's end-to-end large model, integrating perception, planning, and control into a unified architecture [3] Group 2: Technical Aspects - The solution will leverage large-scale neural networks for environmental perception, path planning, and high-precision vehicle control [3] - Momenta's AI algorithms combined with BMW's expertise in safety and driving strategies will enhance vehicle adaptability to complex road conditions [3] Group 3: Future Applications - The intelligent driving assistance system is expected to be implemented in multiple vehicle models, with the new generation BMW iX3 set to launch in 2026 [3]

Core Insights - Momenta and BMW Group have officially announced a collaboration focused on developing advanced intelligent driving assistance solutions tailored for the Chinese market [1] - The new intelligent driving assistance system will first be integrated into the domestically produced BMW iX3, with plans for mass production and market launch by 2026 [5] Group 1 - The collaboration aims to create a comprehensive navigation assistance feature that addresses local driving scenarios, covering both highways and urban roads [1] - The BMW iX3 is expected to be produced at the Brilliance BMW manufacturing base in Shenyang, China, and will be the first model to feature Momenta's intelligent driving assistance system [5] - Future applications of this intelligent driving assistance solution will extend to multiple vehicle models, indicating a broader strategy for integration across BMW's lineup in China [5]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference highlighted the rapid development and future prospects of the intelligent connected vehicle industry, emphasizing its role in overcoming industrial bottlenecks and fostering new growth drivers [1] - Despite achievements, challenges remain in legal frameworks, key technology breakthroughs, and infrastructure development, with a consensus on the need for a strong safety foundation in intelligent driving assistance technology [1] Industry Development Acceleration - The penetration rate of new passenger cars with combined driving assistance functions in China reached 62.6%, while those with navigation driving assistance functions stood at 21.5% [1] - Over 3 million vehicles are equipped with 5G and C-V2X technology, and 88 national and industry standards have been established [1] - Intelligent connected vehicles integrate various technologies, significantly enhancing traffic safety, travel efficiency, and driving industry upgrades [1] Transformation of Automotive Value Models - AI is reshaping the automotive product value model, with software-defined vehicles becoming a key trend, leading to new value increments through subscription services, data monetization, and personalized services [2] - By 2030, the expected value distribution of automotive products will be 40% hardware, 40% software, and 20% content services [2] - The traditional competitive focus is shifting from one-time hardware sales to a lifecycle operation model combining software and services [2] Challenges in Driving Assistance Systems - The current "human-machine co-driving" business model faces challenges due to usability issues, with low adoption rates of driving assistance systems despite marketing efforts [2][3] - Driving assistance systems must be trained to respond as effectively as experienced human drivers to improve user experience and safety [3] Safety and Regulatory Concerns - The intelligent connected vehicle industry is at a critical stage of technological growth and commercialization, with L2-level driving assistance safety compliance being crucial for consumer safety and industry sustainability [4] - The number of recalls related to driving assistance systems has increased, with 2.5561 million vehicles recalled in 2024 due to such issues, accounting for 23% of total recalls [4] - The complexity of safety issues is rising with new technologies and market changes, necessitating stricter regulatory measures and standards [4] Corporate Initiatives for Safety Enhancement - Companies are actively working to improve the safety levels of driving assistance systems, with efforts to enhance emergency response capabilities in extreme situations [4][5] - The introduction of satellite communication aims to create an integrated safety system, reinforcing the importance of safety in the commercial deployment of autonomous driving [5] - Companies are encouraged to be role models for compliance and to clearly communicate to consumers that driving assistance does not equate to full automation [5]

Core Insights - Nanjing is actively developing a high-quality product group in the new energy vehicle sector, with a projected 45% year-on-year increase in production by mid-2025 [1] - The local tax authority is providing support to new energy vehicle companies, facilitating research and development, and ensuring compliance with tax policies [1] - Export tax rebates are significantly aiding companies in expanding their overseas markets, with one company reporting nearly 30 million yuan in tax rebates from January to August this year [2] - The establishment of a service team by the tax department aims to assist rural areas in understanding tax benefits related to new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is experiencing robust growth, with one company reporting a revenue increase from 20 million yuan in 2013 to 2 billion yuan in 2023 [4] Group 1 - Nanjing's new energy vehicle production is expected to grow by 45% year-on-year by mid-2025 [1] - The tax department is actively supporting local companies in R&D and compliance, resulting in tax benefits of nearly 1 million yuan for one company over three years [1] - Export tax rebates are crucial for companies, with one reporting 30 million yuan in rebates, easing financial pressures and encouraging market expansion [2] Group 2 - The tax authority's youth service team is enhancing tax benefit awareness in rural areas, promoting new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is thriving, with a company experiencing a 100-fold revenue increase over ten years [4] - The tax department's services are helping companies manage compliance risks and understand relevant policies [4]