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。 ...

Core Viewpoint - The automotive industry is experiencing a surge of new vehicle releases, with many companies showcasing their latest models at the end of the year, indicating a competitive market for consumers in the upcoming year [1][39]. Group 1: New Vehicle Releases - The latest batch of vehicles from the Ministry of Industry and Information Technology (MIIT) features several notable models, suggesting that manufacturers are strategically launching new products to attract buyers [1]. - Smart's new model, the 6 EHD, is compared to the Lynk & Co 10, highlighting similarities in design and technology, indicating a trend of shared platforms among manufacturers [3][5]. - Geely's new Lotus FOR ME is positioned as a competitor to high-end models like the Lamborghini Urus, showcasing its advanced features and performance metrics [7]. Group 2: Market Positioning and Strategy - The introduction of the Geely Galaxy M7 EM-i reflects a shift in branding strategy, as the company consolidates its model lineup under new series classifications [9]. - The strategy of launching flagship models followed by more affordable variants is evident in the case of the Zhiji LS8, which aims to capture market share by offering competitive pricing [10][14]. - BYD's new Qin MAX model is positioned as a lower-cost alternative to the Han EV, indicating a focus on expanding the brand's electric vehicle offerings [16][18]. Group 3: Design and Innovation Trends - The automotive industry is criticized for a lack of originality, with many new models appearing to borrow design elements from existing vehicles, leading to a perception of "badge engineering" [39]. - The introduction of the ICAR V23 with battery swap technology represents an innovative approach to addressing consumer concerns about electric vehicle range and charging infrastructure [34]. - The trend of family design aesthetics is prevalent, with many new models resembling each other, raising questions about the uniqueness of brand identities in the market [39].

Core Viewpoint - The article highlights the performance of key new energy vehicle companies in November 2025, showcasing their delivery volumes and year-on-year growth rates, while also discussing the overall market trends and the impact of subsidy policies on consumer behavior [2][3][4][5][6][7]. Group 1: Delivery Performance - Leap Motor delivered 70,327 vehicles in November, a year-on-year increase of 75.1% and a slight month-on-month increase of 0.1% [3]. - Xpeng delivered 36,728 vehicles, reflecting an 18.9% year-on-year increase but a 12.6% decrease month-on-month [4]. - NIO delivered 36,275 vehicles, with a year-on-year growth of 76.3% and a month-on-month decline of 10.2% [5]. - Li Auto delivered 33,181 vehicles, showing a significant year-on-year decrease of 31.9% but a month-on-month increase of 4.5% [6]. - Zeekr delivered 28,843 vehicles, marking a 6.8% year-on-year increase and a notable month-on-month increase of 34.6% [7]. - Xiaomi reported deliveries exceeding 40,000 vehicles in November [7]. Group 2: Market Trends - The overall retail market for narrow passenger vehicles in November is estimated at approximately 2.25 million units, a year-on-year decrease of 8.7%, while the new energy vehicle retail is expected to reach 1.35 million units, achieving a penetration rate of 60% for the first time [2]. - The five sample new force car companies (excluding Xiaomi) collectively delivered 205,354 vehicles, representing a year-on-year increase of 22.7% [2]. Group 3: Competitive Landscape - Leap Motor's growth is attributed to strong product offerings like the C10 and B01, which are competitively priced under 200,000 yuan [3]. - Xpeng's new model, the X9 Super Range, launched in November, has set a record for pre-orders, indicating strong market interest [4]. - NIO's ES8 2026 model achieved a record delivery of over 20,000 units within 70 days of its launch, showcasing its market appeal [5]. - Li Auto is enhancing its charging network, which is expected to support its competitiveness as new electric products are introduced [6]. - Zeekr's new models, including the refreshed Zeekr 001 and 7X, are positioned to attract consumers in the mid to high-end market segments [7]. Group 4: Technological Advancements - The article notes that the advancement of intelligent driving technology is accelerating, with companies like Xpeng and Huawei leading the charge in promoting smart driving features [8]. - The article anticipates that advancements in intelligent driving technology will lower hardware barriers, allowing for broader application in the mainstream market [8]. - The emergence of autonomous driving capabilities is seen as a critical competitive factor for car manufacturers, with a focus on companies that are leading in smart technology [9]. Group 5: Component Industry Outlook - The article suggests a positive outlook for the new energy vehicle supply chain and smart electric growth, with low valuations in the component sector indicating potential for mid-term growth [10]. - Recommendations include focusing on intelligent driving components and the new force supply chain, highlighting specific companies within these sectors [11].

Investment Rating - The report maintains a "Recommended" rating for the industry, indicating a potential upside of over 15% relative to the benchmark index [7]. Core Insights - The penetration rate of new energy vehicles (NEVs) is accelerating, with a projected retail market size of approximately 2.25 million units in November, reflecting a year-on-year decline of 8.7% but a significant increase in NEV sales, expected to reach 1.35 million units, achieving a penetration rate of 60% for the first time [4][3]. - The report highlights the resilience of new energy vehicle sales, with key players showing varied performance. Leap Motor leads with a 75.1% year-on-year increase, while Li Auto experienced a decline of 31.9% [3][5][9]. Summary by Company Leap Motor - In November, Leap Motor delivered 70,327 vehicles, a year-on-year increase of 75.1% and a slight month-on-month increase of 0.1%. The growth is attributed to strong sales of models C10 and B01, with the company expected to continue its upward trajectory as new models are launched [5][14]. Xpeng Motors - Xpeng Motors reported 36,728 deliveries in November, marking an 18.9% increase year-on-year but a 12.6% decrease month-on-month. The company has expanded its charging network significantly, with over 2,840 self-operated stations and approximately 16,000 charging piles [6][14]. NIO - NIO delivered 36,275 vehicles in November, reflecting a 76.3% year-on-year increase but a 10.2% month-on-month decline. The report notes the strong performance of models ES8 and ET5T [6][14]. Li Auto - Li Auto's November deliveries totaled 33,181 units, down 31.9% year-on-year but up 4.5% month-on-month. The company is expanding its charging network, which is expected to enhance competitiveness as new electric models are introduced [9][14]. Zeekr - Zeekr delivered 28,843 vehicles in November, a 6.8% year-on-year increase and a significant month-on-month increase of 34.6%. The report highlights the successful launch of new models, contributing to sales growth [10][14]. Xiaomi - Xiaomi reported over 40,000 vehicle deliveries in November. The new SUV YU7 has been well-received, with significant pre-order numbers indicating strong market interest [11][14]. Industry Trends - The report emphasizes the ongoing shift towards intelligent driving technologies, with companies like Xpeng and Huawei leading the charge. The expectation is that advancements in smart driving will lower hardware costs and expand market access, particularly in the sub-200,000 yuan segment [11][12]. - The report suggests that the new energy vehicle supply chain and smart electric growth are expected to strengthen, with a focus on intelligent driving and new energy vehicle components [12].

Core Insights - Guan Haitao has returned to Honor as the head of the marketing department, focusing on overseas marketing and capability building [2][3] - His previous experience includes significant contributions to Honor's brand restructuring and e-commerce strategy, which generated 80% of Honor's profits [2] - During his tenure at Zeekr, he led the marketing for key models and achieved a sales growth of 87% in 2024, with sales surpassing 222,000 units [2] Group 1 - Guan Haitao's return coincides with Honor's critical phase of "second entrepreneurship" and the implementation of the AI terminal ecosystem "Alpha Strategy" [3] - Honor initiated its IPO process in June 2023, aiming for completion between January and March 2026 [3] - Guan's dual experience in both the smartphone and automotive industries aligns with Honor's current strategic needs [3]

Core Viewpoint - The new national standard for automotive safety, particularly for electric and hybrid vehicles, aims to address issues related to rapid acceleration and loss of control by implementing stricter technical requirements for manufacturers [4][7][21]. Group 1: New Technical Requirements - The draft standard proposes that passenger vehicles must default to a mode where the time to accelerate from 0 to 100 km/h is no less than 5 seconds after each ignition [4][8]. - Electric and plug-in hybrid vehicles are required to have a pedal misapplication suppression feature that detects and limits power output during stationary or low-speed conditions, providing clear signals to the driver [4][5]. Group 2: Rationale Behind the 5-Second Requirement - The requirement for a minimum 5-second acceleration time is based on the observation that many drivers, especially inexperienced ones, struggle with high acceleration modes, leading to accidents [7][16]. - This standard is designed to ensure that vehicles start with lower acceleration performance, allowing drivers to adapt better and reduce the risk of loss of control due to sudden power output [16][21]. Group 3: Impact on Current Vehicles - Most current two-wheel drive electric vehicles typically have acceleration times exceeding 5 seconds, meaning the new standard will not significantly impact them [17]. - The primary effect will be on high-performance four-wheel drive vehicles, which may need software adjustments to comply with the new acceleration requirements [18]. Group 4: Regulatory Context - The new regulations are part of a broader effort to enhance safety standards in the rapidly evolving electric vehicle market, addressing gaps in existing regulations [19][20]. - The regulations aim to balance technological advancements with safety, ensuring that manufacturers prioritize user experience and safety alongside performance [21].

Core Insights - The collaboration between table tennis player Wang Chuqin and Mercedes-Benz for the electric CLA model represents a strategic marketing move aimed at reshaping the brand's value system in China, focusing on technology and premium capabilities [2][3] - The Mercedes-Benz electric CLA is positioned as a core strategic product for the year, with a starting price of 249,000 yuan, which is 10,000 yuan lower than the pre-sale price, and features such as an 800V high-voltage architecture and a range of 866 kilometers [2][3] - Mercedes-Benz aims to narrow the technological gap with local brands by increasing local R&D and collaborating with domestic technology suppliers, a common goal among joint venture brands in the current market [2][3] Product Strength and Differentiation - The electric CLA emphasizes safety with standard features like 11 airbags and a five-star rating in China's electric vehicle fire safety index, along with leading the development of international standards for electromagnetic safety [3] - The marketing strategy includes engaging younger consumers, with the new leadership in the China region and a focus on appealing to the younger demographic through relatable marketing efforts [3][4] - The pricing strategy of the electric CLA, set below 250,000 yuan, is a direct response to the increasing price sensitivity of Chinese consumers and aims to compete in a crowded market alongside models like Tesla Model 3 and Zeekr 007 [4] Market Positioning and Challenges - Mercedes-Benz is adapting to a more localized approach in its marketing and product offerings, acknowledging the diminishing "technology halo" and the need to balance brand premium with cost control [4] - The entry into the competitive segment of electric vehicles means that Mercedes-Benz will face challenges in brand recognition, channel service, and user engagement in the Chinese market [4]

Core Insights - The launch of the new Mercedes-Benz pure electric CLA marks a strategic shift towards engaging younger consumers, with a focus on simplicity and direct communication in its marketing approach [1][14] - The vehicle is positioned competitively in the Chinese electric vehicle market, with a starting price of 249,000 yuan, directly targeting competitors like Tesla Model 3 and local brands [14] Product Launch Details - The CLA is available in three models with prices set at 249,000, 285,600, and 299,900 yuan [1] - The launch event featured a unique approach with minimal product explanation and immediate price disclosure, aiming to resonate with younger audiences [1][5] Brand Ambassador and Social Initiatives - Wang Chuqin, a world champion and representative of the younger generation, has been appointed as the brand ambassador, promoting educational initiatives in rural schools [3][14] - The collaboration aims to enhance the quality of education for over 100 schools in the next four years, integrating various educational content [3] Technological Innovations - The CLA is the first model based on Mercedes' self-developed MB.OS architecture, emphasizing local development and user experience tailored to Chinese consumers [9][11] - It features advanced hardware, including a Qualcomm Snapdragon 8295 chip and multiple display screens, enhancing the smart cockpit experience [9] Safety and Performance - The vehicle boasts a range of 866 km (CLTC standard) and a charging power of up to 320 kW, with a focus on energy efficiency at 10.9 kWh/100 km [13] - Safety features include 11 airbags and extensive pre-launch testing, adhering to new electromagnetic safety standards set to be implemented by 2026 [13] Market Positioning - The CLA aims to differentiate itself from competitors through its brand prestige and engineering capabilities, while also addressing the pain points of price comparison in the car buying process [14] - Mercedes-Benz plans to leverage this model as part of a broader strategy to strengthen its market presence in the competitive Chinese electric vehicle landscape [14]

Core Insights - Avita 12's launch marks the introduction of Huawei's four-laser radar system into the 250,000 RMB market segment, with six versions priced between 269,900 RMB and 429,900 RMB, and a post-rights price range of 259,900 RMB to 419,900 RMB [2] - The vehicle faces stiff competition from models like Tesla Model Y and NIO ET5, with its market performance since November 2023 falling short of expectations due to brand recognition challenges [2] - Avita's sales strategies for 2024 include price adjustments and product lineup expansions, but these efforts have not yielded significant results, leading to a "good reputation but poor sales" scenario [2] Product Features - The Avita 12 four-laser version features a comprehensive Huawei four-laser radar system, including three long-range high-sensitivity laser radars and one rear high-precision solid-state laser radar, providing 360° perception coverage [2] - The vehicle's intelligent driving hardware configuration shows advantages over competitors, which typically have only 1 to 3 laser radars focused mainly on forward perception [3] Strategic Development - The launch of the four-laser version is a key milestone in Avita's "Strategy 2.0," which aims to deepen the integration of the CHN model (Changan, Huawei, CATL) into a strategic partnership [3] - The strategy includes a shift from technical cooperation to a HI PLUS model, expanding collaboration from technology supply to product development, marketing, and ecosystem building [3] - Avita plans to launch five upgraded models by 2026 and a total of 17 models by 2030, targeting global sales of 800,000 units [3] Market Positioning - In the 300,000 RMB new energy sedan market, hardware specifications are merely entry tickets; the real competitive edge lies in converting technical advantages into user experience benefits [4] - The market performance of the Avita 12 four-laser version will test the effectiveness of the "technology down" strategy and is crucial for Avita to break through the current market landscape [4]

Core Viewpoint - The incident involving Xiaomi's SU7 and the subsequent backlash highlights the challenges of misinformation in the automotive media landscape, leading to calls for resistance against black public relations and online manipulation by Xiaomi's CEO Lei Jun [1] Group 1: Incident Overview - The controversy began with a collision test video comparing Xiaomi's SU7 and Zeekr 007, which claimed that the SU7 had significant safety failures [3] - Xiaomi responded quickly by filing complaints and lawsuits against the content creator, asserting that the claims made in the video were false [5] - The creator of the video, Gao Ruoxiang, was later apprehended, revealing that Xiaomi had been wronged in the portrayal of its vehicle [5][11] Group 2: Key Findings from the Investigation - The small battery issue claimed in the video was found to be misleading; the battery was damaged by a forklift after the collision, not during it [5][7] - Xiaomi's eCall system was also misrepresented; it was confirmed that the system had a backup battery and was operational after the collision, with multiple attempts to contact the vehicle owner [7] - The investigation raised questions about the intent behind the video, with potential criminal charges for misleading information and damage to Xiaomi's reputation being considered [11] Group 3: Implications for the Automotive Media Landscape - The incident reflects broader issues within the automotive media industry, where misinformation can significantly impact brand reputation and consumer trust [11] - The case emphasizes the need for accountability in automotive journalism and the potential legal consequences for spreading false information [9][11] - The outcome of the legal proceedings will set a precedent for how similar cases are handled in the future, particularly regarding the responsibilities of content creators [11]