新汽车生态合作，报名中国版CES！ 撰文 | 温 莎 编辑 | 黄 大 路 设计 | 甄 尤 美 2025 年 11 月 24 日，极氪宣布了一项针对老款车型的智能驾驶系统升级众筹计划。 具体而言，就是 2024 款极氪 001 和 009 能够从 Mobileye EyeQ5H 系统升级至自研 G-Pilot H7 系统，升级之后系统算力从 48 TOPS 提升至 700 TOPS 。 这还要从极氪上一代拉胯的智驾表现开始说起，由于算力和"黑盒"模式， 2024 款 001 和 009 的智驾功能体验不佳。 这不由得让人想起一年多前的 2024 年 8 月 14 日，一群愤怒的车主拉着横幅冲进了杭州极氪大厦。 原因是前一天晚上，极氪发布的 2025 款极氪 001 和 2025 款极氪 007 背刺老车主：前者采用全新智驾软硬件并升级了座舱，同时维持原价；后者 升级了智舱智驾，除顶配四驱版外，却还普遍降价 2 万— 3 万元。 有哲学家说，苦难是人生的老师，挫折是智慧的保姆。也许去年的教训太惨痛了，极氪的变化来得很快。 一年以后， 2025 年 9 月 14 日，丽江举行的极氪全球用户委员会理事共创会上，有 ...

这一架构设置显示出荣耀在上市辅导期的关键节点，对于统筹全球营销体系与品牌高端化建设的紧迫需 求。网传信息称，关海涛此次回归后的核心职责或将聚焦于海外市场营销及机关营销能力的建设，这与 荣耀当下全力推进的全球化战略契合。 11月26日，南都湾财社记者获悉，原极氪智能科技首席品牌官（CBO）关海涛已重返荣耀，或将出任 荣耀市场营销部负责人。针对此事，南都湾财社记者向荣耀方面求证，截至发稿前，官方暂未回应。 网传消息透露，关海涛入职的"市场营销部"隶属于荣耀Marketing与销售服务部。在组织架构上，他将 实行"双线汇报"机制，即同时向Marketing与销售服务部总裁王班、品牌营销部总裁郭锐汇报。 而此次回归，关海涛带回了一份不错的成绩单。在极氪任职的两年间，他历任CMO及CBO，操盘了极 氪001、009等多款高端车型的市场攻坚。据极氪官方数据，2024年极氪汽车销量突破22.2万辆，同比增 长87%。 有分析人士指出，关海涛此时回归，与荣耀正在进行的"冲刺IPO"与"全球化扩张"战略密切相关。 今年6月26日，荣耀终端股份有限公司正式在深圳证监局进行上市辅导备案，辅导机构为中信证券，预 计将于2026年一季 ...

Folofly销售的"极氪009"（10月29日、东京都江东区） "日本没有7座豪华EV，这是独一无二的市场"，浙江吉利的旗舰MPV"极氪009" 2026年将登 陆日本市场。起亚也将于2026年春季推出中型EV的厢式车"PV5"。日本EV的普及率低，消 费者的目光又十分挑剔，为什么…… 中国大陆、韩国、台湾企业纷纷进入日本的纯电动汽车（EV）市场。在"日本移动出行展2025"上，来 自这些国家和地区的企业竞相展示新款EV。这些企业均积极推出符合日本规格的车型并致力于构建维 修网。如果在消费者眼光苛刻的日本提高市场份额，品牌号召力将得以提升，对亚洲的出口攻势也会迎 来东风。这些车企将日本市场视为提升品牌力的"龙门"般的存在，它们能否打开突破口呢？ "日本没有7座豪华EV，这是独一无二的市场"，从事商用EV开发和销售的日本企业Folofly（京都市）将 从2026年开始销售中国浙江吉利控股集团旗下的EV品牌"极氪（Zeekr）"的车辆。Folofly的社长小间裕 康在"日本移动出行展"上对扩大业务显示出自信。 吉利是仅次于比亚迪（BYD）的中国第二大汽车制造商。旗下品牌极氪是2021年创立的高端EV品牌。 在中 ...

Folofly销售的"极氪009"（10月29日、东京都江东区） "日本没有7座豪华EV，这是独一无二的市场"，浙江吉利的旗舰MPV"极氪009" 2026年将登陆日本市 场。起亚也将于2026年春季推出中型EV的厢式车"PV5"。日本EV的普及率低，消费者的目光又十分挑 剔，为什么…… 在日本销售的车辆将支持日本独有的快速充电标准"CHAdeMO"。售后方面，将利用合作伙伴三井住友 海上火灾保险的维修网和担保，消除对中国产品的不安。 日本市场售价从1300万日元（约合人民币60万元）起，虽然价格偏高，但小间社长表示："需要实现环 保的法人客户会有一定的需求"。该公司认为，在日本生产纯电动MPV的厂家较少，所以存在商机。首 先力争在约1年内获得数百辆的订单。 起亚将于2026年在日本推出的大型纯电动汽车"PV5"（10月29日、东京都江东区） 中国大陆、韩国、台湾企业纷纷进入日本的纯电动汽车（EV）市场。在"日本移动出行展2025"上，来 自这些国家和地区的企业竞相展示新款EV。这些企业均积极推出符合日本规格的车型并致力于构建维 修网。如果在消费者眼光苛刻的日本提高市场份额，品牌号召力将得以提升，对亚洲的出口 ...

Core Insights - The luxury car brand ZunJie, a collaboration between Huawei and JAC Motors, has successfully entered the luxury market with its first model, the ZunJie S800, priced between 708,000 and 1,018,000 yuan, and plans to launch six additional models next year [1][2][4] - The upcoming models will include both SUV and MPV variants, with a focus on high-end market positioning, aiming to capture a larger share of the luxury vehicle segment [1][6] Model Launch and Market Strategy - ZunJie will introduce two versions of both SUVs and MPVs: standard and long-wheelbase, catering to different consumer needs [1][7] - The ZunJie S800 has already received over 18,000 pre-orders within 100 days of its launch, indicating strong market demand [4][6] - JAC Motors is consolidating its resources by integrating heavy-duty and light-duty truck operations while pausing investments in its other passenger car brands to focus on ZunJie [5][6] Competitive Landscape - The ZunJie S800 is positioned against high-end competitors like the Maybach S-Class, which has delivered approximately 9,000 units in the first ten months of the year [3][4] - The introduction of ZunJie’s new models is expected to create competition with existing high-end models such as the Li Auto MEGA, Zeekr 009, and Toyota Alphard, which may face market share erosion [15][19] Financial Implications - JAC Motors reported a revenue of 30.873 billion yuan in the first three quarters of the year, a decline of 4.14% year-on-year, with a net loss of 1.434 billion yuan, down 329.43% [19] - The anticipated sales from ZunJie, particularly from the 18,000 pre-orders of the S800, could generate over 12 billion yuan in revenue, potentially improving JAC's financial performance in the coming year [19]

Core Viewpoint - The article discusses the impact of Moore's Law on the smart electric vehicle industry, highlighting the rapid increase in chip computing power and the decline in prices, which has led to the widespread adoption of advanced features like lidar and air suspension. This creates a dilemma for automakers in balancing the needs of existing car owners with the demands of new users as technology evolves rapidly [1]. Group 1: Technological Advancements - The rise of computing power in chips has significantly enhanced the capabilities of smart electric vehicles, allowing for more advanced features at lower costs [1]. - The latest flagship cockpit chip, Qualcomm 8295P, has an AI computing power of 60 TOPS, which is 7.5 times that of the previous generation 8155, enabling support for multiple 4K displays [7]. - The evolution of driver assistance systems has shifted from rule-based to data-driven models, requiring significantly higher chip computing power, as seen with the latest Nvidia Thor-U chip, which boasts 700 TOPS [8][12]. Group 2: Challenges for Existing Owners - Existing car owners face the challenge of feeling left behind as new models offer better features at lower prices, leading to dissatisfaction and a sense of being "backstabbed" [1]. - The difficulty of upgrading existing vehicles' hardware and software is compounded by the need for extensive testing and validation, making it a costly and time-consuming process [11][24]. - Upgrading driver assistance systems is particularly complex due to safety requirements and the need for new hardware, which can involve replacing numerous components [12][23]. Group 3: Case Study of Zeekr - Zeekr's recent crowdfunding initiative for upgrading the smart driving system of older models illustrates a proactive approach to addressing the concerns of existing owners [26]. - The upgrade from Mobileye's EyeQ5H chip to Zeekr's self-developed Thor-U chip represents a significant leap in capabilities, enhancing the driving experience from "usable" to "good" [27]. - The crowdfunding project is seen as a strategic move by Zeekr to maintain user trust and demonstrate commitment to customer satisfaction, despite the high costs involved [32][37].

11月21日，极氪旗下全系豪华车型亮相广州车展。其中，极氪9X与009组成的豪华9系双旗舰备受关注。 极氪官方公布数据显示，极氪9X交付量已突破1万台，均价为53.8万元。截至目前，极氪品牌累计销量超过60万台，单车均价保持在30万元以上，最高 售价接近90万元，进一步巩固了其在豪华新能源汽车市场的地位。 在用户服务方面，极氪近期还推出多项举措，包括"权益随行"政策，允许老车主将终身免费充电、整车终身质保等权益转移至新车。针对交付延迟问 题，极氪实施了"安心等车三重保障"，并推出覆盖全系的购置税兜底补贴政策。 除9X外，极氪其他车型在各细分市场也表现稳健。极氪009在40万元以上豪华纯电MPV市场中保持领先，并在中国香港及东南亚部分地区成为细分市场 销量冠军。在80万元以上四座超豪华市场中，009光辉版占据半数份额。极氪001焕新版上市47小时锁单破万，持续领跑25万元以上纯电车型市场。极氪7X 稳居20万元以上中国品牌纯电SUV销量榜首，在香港交付前两个月即成为当地中型SUV销冠，目前全球家庭用户已超过10万。 据了解，自2021年10月开启首批车型交付至今，四年时间，极氪已进入全球40多个国家和地区，成为 ...

Core Viewpoint - The article discusses the potential transformation of the high-end MPV market in China, highlighting the entry of Hongmeng Zhixing with its upcoming "9 Series flagship" MPV, which aims to redefine the segment through advanced technology and user-centric design [2][22]. Market Context - The MPV market in China has seen limited growth, with a market share of less than 5%, and a total sales volume of 867,000 units from January to October 2025, reflecting a year-on-year growth of only 2.1%, significantly lower than the overall passenger vehicle market [6][12]. - The demand for MPVs is driven by changing family structures and business needs, yet the market remains fragmented with no single brand dominating [17][21]. Pain Points in the MPV Market - The article identifies three fundamental pain points in the MPV market: 1. Space equality, addressing the discomfort of third-row passengers [8]. 2. Role balance, allowing for a seamless transition between driving and riding experiences [9]. 3. Intelligent scenario adaptation, ensuring that smart features cater to the complex needs of multiple passengers [10][20]. Hongmeng Zhixing's Strategy - Hongmeng Zhixing aims to leverage its expertise in high-end technology and product experience to create a high-end intelligent MPV that meets the needs of Chinese consumers [5][10]. - The upcoming 9 Series MPV is positioned to fill a gap in the product matrix, completing Hongmeng Zhixing's offerings from sedans to SUVs and now MPVs [9][18]. Competitive Positioning - The anticipated price range for the 9 Series flagship MPV is between 450,000 to 550,000 CNY, strategically placed to compete with both established luxury brands and emerging players in the market [12][15]. - The vehicle is expected to offer a luxurious experience without the traditional brand premium, thus appealing to consumers seeking value [13][15]. Technological Innovations - The 9 Series MPV is expected to incorporate advanced features such as a flat battery layout for improved seating comfort, high-end materials, and a sophisticated suspension system for a premium ride experience [13][14]. - The integration of HarmonyOS and smart driving technologies aims to enhance user experience, allowing the vehicle to adapt to different scenarios throughout the day [14][18]. Market Implications - The introduction of the 9 Series MPV could redefine consumer expectations in the high-end MPV segment, pushing competitors to innovate beyond mere design updates [20][21]. - The article suggests that the success of the 9 Series MPV could lead to a broader acceptance of MPVs as a mainstream choice for families and businesses, potentially expanding the market [17][22].

过去十年，中国人对"车"的认知，逐渐从单一的代步工具，升级为承载身份、气场和场合的综合符 号。尤其是MPV，这个在路面上并不扎眼的品类，几乎只在最关键的节点出现——机场接机、高星 酒店门口、重要谈判的接送车队。它的销量从来不是排行榜上的主角，却总是和"高级场合"挂钩。 也正因如此，高端MPV从来不只是多一排座椅，而是一种"高位空间"的分配方式： 谁有资格坐在这 种车里、在哪些时刻用这种车，背后对应的是一个时代对体面、效率和秩序的理解。 某种程度上， MPV不再只是车型品类之争，而是未来出行方式、空间哲学与技术文明演进的缩影。 问题是，在这个位置上，中国市场长期只有两种答案：要么是埃尔法、GL8这样的燃油时代记忆，用 时间积累出来的"惯性尊贵"；要么是极氪009、理想MEGA这些新玩家，在电动化、空间极致化上用 力"放大招"。 真正从中国用户的真实使用方式出发，尝试重写高端MPV叙事的人，一直还在缺位状 态 。 当电动化、智能化浪潮席卷整个汽车行业，轿车和SUV已经经历了几轮洗牌，高端MPV却始终像一 块被时代"晚点照顾"的角落——老玩家靠品牌记忆稳坐牌桌，新玩家用参数和堆料吸引目光，却很少 有人回答那个看似朴 ...

"达康书记"和"祁厅长"出现在广州车展极氪展台。新京报贝壳财经记者林子摄 新京报贝壳财经讯（记者林子）11月21日，极氪旗下全系豪华车型亮相2025年广州车展。其中，极氪9X、009组成的豪华9系双旗舰引发关 注。据极氪官方公布数据显示，极氪9X交付已突破1万辆，均价达到53.8万元；极氪品牌累计销量超60万辆，单车均价30万元以上，最高售价 近90万。 在《人民的名义》中扮演达康书记的吴刚和扮演祁厅长的许亚军来到极氪展台现场。吴刚和许亚军向新京报贝壳财经记者表示，他们为中国 新能源车感到骄傲，相信中国的新能源车未来会越来越人性化，辅助人们的生活变得更加美好。 编辑 徐倩 校对 张彦君 ...