关于其他车型的OTA6.7推送时间，官方称极氪001、001FR、007GT、009、009光辉7X、焕新7X、MIX 中，搭载8295智能座舱计算平台的车型都已进入审批阶段。待所有准备工作全部完成后，将在2026年1 月至2月期间分批推送。 此外，官方还提到，2023款及之前年款的极氪001WE版车主，可以从2025年12月31日中午12点开始， 在极氪App功能商城参与"冬季温度包限时体验活动"，该活动包含方向盘加热和后排座椅加热两项实用 功能，体验期持续到2026年3月31日晚上12点。 凤凰网科技讯12月31日，极氪汽车在新一期"你问我答"中明确，将优先为极氪007用户推送OTA6.7版 本，该版本007车型已完成软件开发和全流程验证，顺利通过审批。当前团队正在全力开展上线前的准 备工作，计划于2026年1月5日正式开启推送。不过，对于有极氪007车主反映一直没收到OTA6.5推送的 问题，官方暂未给出回应。 ...

很长一段时间里，汽车安全是一件"容易被说清楚"的事情。气囊数量、车身强度、碰撞成绩，都可以被压缩成简单直观的指标，成为产品配置表的一部 分。 但进入新能源汽车时代，这套逻辑正在失效。 一方面，风险来源发生了变化。安全问题不再只集中于正面或侧面碰撞，而是扩展到电池热失控、传感器异常、软件逻辑缺陷等更复杂、更难复现的系统 性问题；另一方面，辅助驾驶功能快速下沉，却仍处在人机共驾的灰色地带，一旦发生事故，责任归属、技术边界与用户预期之间的错位，往往会被瞬间 放大。 在这样的背景下，"安全是最大的豪华"几乎成为所有车企发布会上的标准口号。但现实是，各家展示的安全测试越来越相似，表达方式高度同质，消费者 反而更难判断这些演示究竟意味着什么。 安全正在变成一个"说不清、却必须说清楚"的命题，车企需要为自证安全做出更大的努力，一直以"安全"作为产品底牌的吉利更是如此。 12月12日，吉利宣布其全域安全进入2.0阶段。当天，吉利在宁波发布了其全球全域安全中心，该中心创下"全球最大的汽车安全试验室"、"全球最长的室 内汽车碰撞测试跑道"、"全球最大的汽车环境风洞试验室"、"全球最大的任意角度汽车碰撞测试区（0-180°）"、" ...

Core Insights - The departure of Guan Haitao, the CBO of Zeekr Technology Group, marks the end of a significant chapter in the company's rapid growth and branding success [1][7] - Guan Haitao's career is characterized by a successful transition from various industries, including 3C digital, internet, and fast-moving consumer goods, to the automotive sector [2] - Under his leadership, Zeekr achieved remarkable sales growth and brand recognition in the electric vehicle market, particularly in the luxury segment [4][5] Company Performance - In 2023, Zeekr delivered 118,000 vehicles, representing a year-on-year increase of 65% [5] - The company is projected to surpass 220,000 vehicles in 2024, with an impressive year-on-year growth of 87% [5] - Zeekr's average vehicle price is nearly 300,000 yuan, with the highest price reaching 900,000 yuan [5] Marketing Strategy - Guan Haitao implemented a unique marketing philosophy of "staying true while innovating," focusing on product marketing as a priority [5] - He successfully launched key models such as Zeekr 001, 007, and 009, establishing benchmarks in various market segments [5] - The brand leveraged celebrity endorsements to enhance its market presence, particularly in the ultra-luxury MPV segment [5] Industry Impact - Guan Haitao's tenure at Zeekr is seen as a case study in effective cross-industry transformation, contributing to the company's rapid ascent in the electric vehicle market [4][7] - His departure raises questions about talent retention and the ongoing value of cross-industry expertise in the competitive new energy vehicle sector [7]

Core Insights - The successful launch of the sixth orbital plane of the Geely constellation marks a significant milestone in China's commercial space industry, achieving a total of 64 satellites in orbit by 2025, enabling global real-time communication coverage except for the polar regions [1][2][4]. Group 1: Geely Constellation Overview - The Geely constellation is designed, developed, and operated by Time Space Path, focusing on low Earth orbit satellite IoT communication, with a capacity to support 20 million global users and 340 million communications daily [2][11]. - The constellation's communication capabilities include a single communication capacity of 1900 Bytes, supporting various data types with strong anti-interference and anti-eavesdropping capabilities [2][3]. Group 2: Applications and Impact - The completion of the constellation's first phase enables practical applications in various sectors, including smart vehicles, low-altitude economy, deep-sea fishing, emergency management, and energy infrastructure [5][6][7][8][9]. - Geely's satellite communication technology is integrated into its vehicle models, ensuring continuous connectivity for safety and operational efficiency [10]. Group 3: Global Expansion and Market Strategy - Time Space Path is actively expanding its satellite IoT communication services globally, focusing on regions like the Middle East, Southeast Asia, Central Asia, Africa, and Latin America, with partnerships established in over 20 countries [11][12]. - The company aims to leverage the demand for stable and efficient connectivity in developing regions, where traditional communication networks are lacking [11]. Group 4: Manufacturing and Cost Efficiency - Geely's satellite manufacturing is conducted at a state-of-the-art facility in Taizhou, Zhejiang, which integrates aerospace and automotive manufacturing techniques, significantly reducing production time to under 28 days per satellite and achieving an annual production capacity of 500 satellites [13][14]. - The industrialized approach to satellite production is expected to enhance the efficiency and cost-effectiveness of deploying low Earth orbit satellite constellations [13][14].

Core Viewpoint - The Zeekr 9X is positioned as a flagship SUV comparable to luxury brands, with a starting pre-sale price range of 479,900 to 569,900 yuan, targeting the mainstream price segment for new automotive brands in China [2][3]. Group 1: Product Features - The Zeekr 9X features a spacious interior designed with a luxury MPV concept, offering a three-row, six-seat layout that enhances the sense of control and elegance [2]. - It boasts the largest total light-transmitting area in its class, with a sunroof area of 1.32 square meters, and includes a dedicated independent skylight for third-row passengers [3]. - The SUV is equipped with a 17-inch 3K ultra-clear OLED screen, which can slide towards passengers for an enhanced viewing experience [3]. - The second-row features the highest specification executive seats in its class, offering multiple modes including zero-gravity and massage functions [3]. - The audio system is developed in collaboration with the renowned British brand Naim, providing the highest power output for in-car audio systems globally [3]. Group 2: Technological Advancements - The Zeekr 9X integrates advanced technologies such as the Haohan Super Electric Hybrid, Haohan AI Digital Chassis, Haohan Safety Armor, and Qianli Haohan Intelligent Driving Assistance System, which are considered its core competitive advantages [3][4]. - The vehicle represents a unified approach to technology within the Zeekr brand, combining both electric and hybrid powertrains along with advanced driving assistance systems [4]. Group 3: Market Positioning - The Zeekr 9X aims to compete directly with the popular and high-selling AITO M9 in the luxury SUV market, requiring Zeekr to leverage its top-tier technology to succeed [3]. - The brand has prior experience in the high-end market, with models like the Zeekr 009 and Zeekr 001FR priced around 800,000 yuan, indicating a strategy to achieve both volume and price growth in the 500,000 yuan segment [4][5]. - Zeekr is confident in its ability to break through the ceiling of the high-end automotive market in China, supported by the robust supply chain of Geely Auto [4][5].

Core Viewpoint - The supercar market is undergoing a significant transformation, with Chinese brands emerging as challengers against the long-standing dominance of European brands in the high-end automotive sector [2][3][11] Market Landscape - The global supercar market has been historically centered around European brands like Ferrari, Lamborghini, and Porsche, which have established strong market barriers through technology, brand recognition, and supply chain control [3][4] - In 2024, the top 10 supercars in China priced over 1 million yuan sold a total of 4,219 units, with European brands accounting for over 90% of both brand and sales statistics [3] Technological Advancements - Chinese brands are exploring diverse paths in the supercar sector, achieving breakthroughs in both electric and fuel-powered vehicles [3][4] - NIO's EP9 set a record at the Nürburgring with a time of 6 minutes and 45.90 seconds, while BYD's Yangwang U9 has begun mass production, showcasing the feasibility of "overtaking" in the high-end electric supercar market [3][4] - Great Wall Motors is developing a hybrid supercar with a 4.0T V8 engine and electric motor, achieving a combined power of 1,000 horsepower and a 0-100 km/h acceleration time of under 2.5 seconds [4] Industrial Foundation - Chinese brands have made significant advancements in core technology, enabling self-research and development of key components, which supports the industrialization of supercars [5][6] - Great Wall's 4.0T V8 engine boasts a thermal efficiency of 38.5%, while BYD's blade battery achieves an energy density of 180 Wh/kg, enhancing safety and charging capabilities [5][6] Cost and Supply Chain Advantages - Chinese brands benefit from a complete electric vehicle supply chain, with core components costing 30%-40% less than those of European brands, allowing for lower production costs for electric supercars [7] - The upcoming luxury car tax adjustment in China may initially pressure high-end markets but could ultimately foster technological upgrades and enhance brand recognition for domestic brands [8] Marketing and Brand Strategy - Chinese brands are investing in marketing innovations and global positioning to build a unique brand ecosystem, with NIO and Great Wall Motors focusing on experiential marketing to enhance brand perception [9][10] - The strategic value of supercars extends beyond direct sales, as they serve as brand symbols that elevate overall brand equity and profitability [8][10] Challenges and Future Outlook - Despite advancements, Chinese brands face challenges in brand recognition, cost control, and service systems, which require long-term efforts to transition from technical advantages to ecological advantages [10] - The future of the global supercar market is expected to integrate electrification, intelligence, and sustainability, providing greater opportunities for Chinese brands to redefine their roles and establish new market standards [11]

Core Viewpoint - The Chinese automotive industry is undergoing significant consolidation, moving from a phase of rapid brand creation to a focus on integration and efficiency, with many familiar names likely to disappear [3][4][5]. Group 1: Recent Mergers and Acquisitions - Geely plans to acquire the remaining 34.3% of Zeekr, making it a wholly-owned subsidiary and delisting it from the NYSE [4]. - NIO announced the deep integration of its sub-brands, Lada and Firefly, into the main brand, eliminating their independent structures [5]. - GAC Group is restructuring its research institute into three major segments, integrating them into the main product division [5]. - Changan and Dongfeng are reportedly finalizing a strategic merger, which could lead to a combined annual sales of nearly 4.58 million vehicles, surpassing BYD [5][8]. Group 2: Industry Overview - In 2024, China's total automotive sales reached 31.44 million units, with 12.87 million being new energy vehicles, both figures being the highest globally [10]. - BYD has become the first Chinese automaker to rank among the top ten in global sales, surpassing Tesla in both sales and revenue in the new energy vehicle sector [10]. - Despite the large number of new car manufacturers, over 130 automakers exist in China, with more than a thousand brands, leading to market saturation [12]. Group 3: Challenges and Competition - The automotive industry in China is characterized by a significant disparity in scale, with BYD's 2024 global sales of 4.27 million units still falling short of Toyota and Volkswagen's figures [13]. - The industry faces a profit margin crisis, with the profit rate dropping from 8.99% in 2014 to just 4.3% in 2024, indicating a 59% reduction in profitability [17]. - The ongoing price war initiated by Tesla has led to widespread financial strain across the industry, with over 4,000 dealerships closing in 2024 [17][18]. Group 4: Strategic Importance of Scale - The automotive industry requires significant scale to optimize processes, reduce costs, and support technological advancements, especially in the era of electric vehicles and smart driving [15]. - Historical precedents show that consolidation is essential for survival, as seen in the U.S. automotive industry, which has reduced from over 1,000 manufacturers to a few major players [15]. - Mergers and acquisitions are seen as a way to enhance competitiveness and avoid the pitfalls of excessive competition and resource wastage [15][18]. Group 5: Future Outlook - The consolidation trend is expected to continue, with the goal of creating super automakers capable of competing globally [21][22]. - The integration of resources and capabilities is crucial for enhancing product quality and innovation, as demonstrated by companies like Geely and BYD [21][22]. - The success of these mergers will depend on their ability to transform into entities with new productive forces and core competitiveness, ensuring China's position as a leading automotive market [23].

Core Viewpoint - The second-generation Kirin battery from CATL has achieved a "trilemma" in battery performance, being recognized for its exceptional capabilities and customization, making it a standard for flagship electric vehicles from various manufacturers like Xiaomi, Ideal, and Zeekr [1][6]. Performance and Technical Specifications - The Kirin battery powers the Xiaomi SU7 Ultra, which aims to be the "world's fastest four-door production car," achieving a 0-100 km/h acceleration in 1.98 seconds and a top speed of 350 km/h [2][6]. - The battery can handle a peak discharge rate of 16C, with a peak voltage of 897V and a maximum power output of 1330 kW, even at 20% charge, it can still deliver over 800 kW [3][5]. - The battery's charging capability is also impressive, allowing it to charge from 10% to 80% in just 11 minutes at a 5.2C charging rate [3]. Thermal Management and Safety - The Kirin battery maintains a peak temperature below 55 degrees Celsius during extensive testing, ensuring optimal operating conditions even under high discharge rates [3]. - The battery features the lowest internal resistance among mass-produced products, at just 0.25 mΩ, and employs a dual large-surface cooling structure to enhance heat dissipation [4][5]. Technological Innovations - Key technologies supporting the Kirin battery include the super-electronic network positive electrode technology and fast-ion ring graphite negative electrode, which significantly enhance discharge response and lithium-ion exchange rates [5][6]. - The battery's design incorporates high-conductivity electrolytes, improving conductivity by 20%, and a cooling system that increases cooling surface area by 3.6 times compared to traditional designs [4][5]. Market Position and Collaborations - The Kirin battery is featured in multiple flagship models, including the Xiaomi SU7 Max and Ideal MEGA, showcasing its high-end customization capabilities [6][7]. - CATL has established strong partnerships with various automakers, with over 17 million vehicles equipped with CATL batteries globally, maintaining the top position in battery usage for eight consecutive years [7].