老狐真没想到，超豪华车的天"塌"的那么快。 政策调整来的太快，有人拍手叫好，有人觉得无关紧要，也有人在和时间赛跑……各方反应大不相同。那么，当超豪华车消费税起征点降至 90 万，到底 谁在欢乐谁在愁呢？ 就在前几天，财政部和税务总局联合发布了关于调整超豪华小汽车消费税收政策的公告。简单看了一下公告内容，主要就是把超豪华车消费税起征点下调 了。 根据公告内容，超豪华小汽车零售环节消费税的征收范围由此前的"每辆零售价格 130 万元（不含增值税）及以上的乘用车和中轻型商用客车"调整为"每 辆零售价格 90 万元（不含增值税）及以上的各种动力类型（含纯电动、燃料电池等动力类型）的乘用车和中轻型商用客车"。 老狐留意了一下，公告发布时间是 7 月 17 日，而执行时间是 7 月 20 日。很明显，这次政策调整基本上没有给车企缓冲时间。 今天，老狐就和大家聊聊这件事。 和时间"赛跑"的消费者 虽然很多网友觉得，消费税起征点提高算什么？有钱人可不在乎这点钱，但是老狐倒是觉得，这还真不一定。 为什么这么说？对于能买得起大几百万上千万豪车的有钱人来说，这点钱可能是无所谓，但是这次政策调整，偏偏影响最大的不是劳斯莱斯、宾利、法 ...

中银国际证券股份有限公司 具备证券投资咨询业务资格 策略研究 证券分析师：王君 (8610)66229061 jun.wang@bocichina.com 证券投资咨询业务证书编号：S1300519060003 证券分析师：徐沛东 (8621)20328702 peidong.xu@bocichina.com 证券投资咨询业务证书编号：S1300518020001 证券分析师：郭晓希 (8610)66229019 xiaoxi.guo@bocichina.com 证券投资咨询业务证书编号：S1300521110001 证券分析师：徐亚 (8621)20328506 ya.xu@bocichina.com 证券投资咨询业务证书编号：S1300521070003 证券分析师：高天然 tianran.gao@bocichina.com 证券投资咨询业务证书编号：S1300522100001 $$\frac{\lambda_{1}\lambda_{2}}{\lambda_{1}^{2}}\Re\left[\frac{\pi}{\lambda_{2}}\right]\frac{1}{\lambda_{1}}\Re$$ ...

7月17日， 财政部、税务总局发布《关于调整超豪华小汽车消费税政策的公告》 本次新规的核心内容是，将超豪华小汽车征收范围调整为 " 每辆零售价格 90 万元（不含增 值税）及以上的各种动力类型（含纯电动、燃料电池等动力类型）的乘用车和中轻型商用客 车 " 。 而此前，征收门槛为 130 万元，征税范围进一步扩大。该规定自 2025 年 7 月 20 日起执行。 保时捷掀抢 购潮 销售称晚买两天贵十几万 保时捷销售告诉记者："除了718和Macan外，保时捷911、帕拉梅拉、Taycan以及部分高配 卡宴车型都将进入征税范围，这两天店里都快忙疯了，销售接待、咨询、定车等工作量激 增。" "目前现车资源极度紧张，从昨晚6点到现在，店里大概六七台车子定掉了，有的展车都卖掉 了。 卖得最好的是911和帕梅车型， 其中911现车只剩一台，标轴版帕梅还有少量配额，行 政版车型更为紧张，预计周六定车的人会更多。"销售说道。 图片来源：蓝鲸新闻 豪车税新规将从7月20日零点起正式执行，这意味着7月19日成为消费者享受免征税的最后一 天。 销售给记者算了一笔账："只要在周六完成开票，100多万的车就能省下十几万。 过了 周六， ...

7月的长春，骄阳似火。在长春东北亚国际博览中心里，118家国内外企业携各自品牌汽车亮相，共赴一场汽车工业的火热盛会。 7月12日至21日，第22届长春国际汽车博览会举行。红旗CA770TJ、红旗CA773……步入展馆，多款见证我国汽车工业重要时刻的红旗经典车型映 入眼帘。 长春作为"新中国汽车工业的摇篮"，孕育了中国一汽这个响亮的品牌。长春汽博会上，中国一汽旗下红旗品牌的金葵花"国雅""国耀""国礼"3款汽 车亮相，大气典雅的外观、安全豪华的设计，与展馆入口处的红旗经典车型形成呼应。 这是7月12日在第22届长春国际汽车博览会红旗品牌展区拍摄的红旗金葵花"国雅"车型。新华社记者颜麟蕴摄 成立多年的民族汽车品牌守正创新的同时，许多国产新能源汽车品牌快速成长，也在长春汽博会上带来主力车型。 "现在正在演示的是5D座舱功能，让您跟随车机上播放的影片，身临其境'穿越侏罗纪'。"坐在蔚来汽车高端旗舰车型ET9里，展区销售主管李子豪 向记者介绍。 "硬核"的科技含量，是这款车"出圈"的密码：搭载高算力国产自研芯片；具备线控转向技术，转弯更灵活；天行智能底盘系统、全主动悬架，使 车辆能够更加平稳地驶过桥梁飞坡和坑洼路面。 ...

实测验证：从车路云，到车路"星"云 很难想象，在网络通信已经非常便捷的今天，全球仍有约26亿人无法接入互联网，占全球总人口的32%。 这一数据出自国际电信联盟（ITU）2024年发布的报告，联盟秘书长多琳·波格丹-马丁指出，目前，地面网络只覆盖了全球约10%的面积。 以上提及的网络，主要指传统公众移动通信网络，也即我们日常使用的手机网络。 回到面向汽车的车联网，车辆需要实时获取周围环境信息，与云端、其他车辆以及道路基础设施进行高速、稳定的数据交互。 同时，在任何情况下都不能出现信号中断或数据丢失，车联网必须达到规模商用目的，确保汽车实现"永不失联"的安全出行。 现有的移动通信网络，在城市等人口密集区域实现了较为广泛的覆盖，但在偏远地区、海洋、沙漠等特殊环境下，其覆盖能力却十分有限，撑不起车联网 的未来。 面向智能汽车等新型移动智能体，亟需探索一套全新的网络解决方案，用更低成本提高覆盖能力。 而科技发展的历史经验证明，颠覆性的应用突破往往来自跨界，当某一领域的发展出现瓶颈，技术迁移比技术本身更重要。 业界共识认为，需突破从前手机网络形成的路径依赖，并已在实践摸索中明晰方向：向"天"突围，借助卫星通信的力量来构建 ...

Group 1 - Xiaomi's automotive design strategy involves borrowing elements from high-end brands to create a perception of luxury, as seen with the YU7 model [2][3] - The market for electric vehicles priced above 300,000 yuan has grown by 47% year-on-year, while the segment below 100,000 yuan has shrunk by 19%, indicating a shift towards high-end offerings [3] - The design of Xiaomi's vehicles, such as the SU7 and YU7, has attracted significant attention, with the SU7 achieving over 60,000 orders in its first month, primarily from first-time buyers under 30 [3][4] Group 2 - The automotive industry is witnessing a trend where new brands adopt classic design elements from established luxury brands, leading to a potential challenge of design homogenization [4][6] - A significant portion of consumers, 68%, perceive Xiaomi vehicles as lacking uniqueness, with this sentiment being even stronger among older demographics [4] - The cultural significance of design elements from luxury brands is highlighted, as they represent a brand's heritage and values, which cannot be easily replicated [6][9] Group 3 - The younger generation, particularly those born in the 1990s and 2000s, prioritize unique design over traditional luxury symbols, indicating a shift in consumer preferences [7][10] - The evolution of automotive design is being driven by technological advancements, allowing for more creative freedom and new design paradigms [9][10] - The transition from imitation to original design is crucial for domestic brands to establish their identity and compete on a global scale [10]

完整早报音频，请点击标题下方小耳机收听 【王自如回应离开格力原因，宣布在 AI 领域二次创业】 6 月 6 日，王自如发布视频，回应离开 ZEALER 、格力 的原因，并宣布在 AI 领域二次创业。他表示：" 2020 年，当格力的机会出现的时候，我始料未及，完美的匹配了 产业互联网的所有要素，是我不可错过的重要机遇，终于有机会穿上那双球鞋去打那场顶级的比赛，但这条路很艰 辛，让我有了太多羁绊。""正当我想把最新的 AI 技术融入到所有构想中时，我知道该回去补课了，我带着些许的 遗憾走出了赛场，还有很多灵感没有来得及实现。要让自己活下去，必须做回曾经的手艺人，用自己讲故事的手艺 去讲述一个全新的故事，把在互联网、 AI 、实体产业和消费电子所有的灵感和认知讲给哪些和我一样关心他们的 人，才有机会抵达未来全新的赛场，以一个创业者的身份用所有的产品和技术去服务产业的数字化升级，只有这个 战场，才是我付出一切努力代价的原因。"（ 21 世纪经济报道） 【视频号新功能：可以修改封面和文案】 6 月 6 日微信派宣布视频号可以修改封面和文案了。用户可对三个月内发 布的视频发起修改。用户可点击视频的「转发」按钮选择「修改 ...

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show in Shenzhen has transformed from a traditional car exhibition to a platform showcasing an ecosystem of automotive technology and innovation, reflecting a shift from "displaying cars" to "displaying ecosystems" [2][10] Event Overview - The auto show, held from May 31 to June 8, attracted over 183,000 visitors on its first day, setting a new record [2][6] - The event features over 112 vehicle brands and 1,039 models, covering a total area of 260,000 square meters [6] - It is expected to draw 450,000 visitors and generate a transaction volume of 4 billion yuan, representing a 27.84% and 8.1% increase compared to the previous event [6] Historical Context - The first Shenzhen International Auto Show took place in 1991, initially in temporary structures, and has evolved significantly over the years [3][6] - The event transitioned from a local exhibition to an international one, now recognized as an A-level auto show alongside major cities like Beijing and Shanghai [6] Industry Transformation - The auto industry is shifting from traditional vehicles to smart terminals, with a notable increase in the presence of new energy vehicles (NEVs) at the show [2][9] - In April 2023, Shenzhen's auto sales reached 37,000 units, with NEVs accounting for 25,000 units, reflecting a 30% year-on-year growth [9] Technological Advancements - The show emphasizes the integration of technology and automotive innovation, with companies like BYD showcasing advanced features such as intelligent driving systems and rapid charging solutions [11][14] - The collaboration between Huawei and Jianghuai Automobile to launch the high-end model, the Zun Jie S800, highlights the region's strength in smart connected vehicles [14][15] Market Dynamics - The Greater Bay Area is becoming a significant market for luxury and new energy vehicles, with brands like Audi, Mercedes-Benz, and Tesla actively participating in the event [9][10] - The automotive ecosystem in Shenzhen is supported by over 2,400 companies in the intelligent connected vehicle industry, positioning the city as a technology hub [14][15]

6月1日，中国新能源汽车上市公司纷纷披露2025年5月最新销量交付数据。近期备受关注的比亚迪销量 持续增长，月销超过38万辆，同比增长约15.27%。小米集团新车当月交付超过2.8万辆。另外，在港交 所上市的零跑汽车、蔚来、小鹏汽车、理想汽车等新车当月交付呈现不同程度的增长。 中国汽车工业协会日前发布《关于维护公平竞争秩序，促进行业健康发展的倡议》后，工业和信息化部 相关负责人表示，工业和信息化部将采取必要的监管措施，坚决维护公平有序市场环境，切实保障消费 者根本利益，推动汽车产业高质量发展。 | 新能源汽车公司 | 5月交付数据 | 同比增长 | | --- | --- | --- | | 比亚迪 | 382476辆 | 15.27% | | 零跑汽车 | 45067辆 | 148.10% | | 理想汽车 | 40856辆 | 16.67% | | 小鹏汽车 | 33525辆 | 230.43% | | 小米集团 | 超28000辆 | | | 蔚来 | 23231辆 | 13.08% | 主要新能源汽车上市公司2 0 2 5年5月新车交付数据 粤港澳大湾区车展5月3 1日开幕，小米汽车展台吸引大批观众 ...

Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair (CIF) opened on May 22, 2025, showcasing the integration of culture, technology, and market, aimed at stimulating cultural innovation and creativity [1] - Guangdong province leads the nation in cultural industry, with a total revenue of 2.5 trillion yuan in 2024, accounting for approximately one-sixth of the national total, and a 10.5% growth in new cultural business revenue reaching 915 billion yuan [1] - The CIF featured Guangdong's "policy package" for high-quality cultural industry development, focusing on six sectors including film, performing arts, animation, online games, e-sports, and online audio-visual [1] Group 2 - Guangdong is also the largest manufacturing province in China, striving to create a globally influential industrial technology innovation center, enhancing traditional industries and developing new productive forces [2] - The integration of manufacturing, technology, and culture in Guangdong has led to unique advantages in creative design and cultural manufacturing, with a shift from "Made in China" to "Created in China" and "Chinese brands" [2] - Companies like Huawei and BYD are exemplifying this trend by merging technology with cultural aesthetics in their products, enhancing global competitiveness [2] Group 3 - Traditional manufacturing is leveraging culture to upgrade products and brand identity, with companies like Midea and Bear focusing on creative design to appeal to younger consumers [3] - The automotive industry in Guangdong is incorporating cultural elements into AI applications, transforming vehicles into cultural carriers and promoting the development of automotive culture [3] - The rise of automotive culture in China is expected to drive new dynamics in the automotive industry, encouraging cross-industry integration with tourism, culture, and sports [3] Group 4 - The integration of culture and technology is essential for the transformation and upgrading of China's manufacturing industry, with cultural expression enhancing product functionality and value [4] - The shift from manufacturing power to manufacturing strong power in China relies on the synergy of technology and culture, with cultural elements providing emotional and aesthetic value to products [4] - Guangdong is combining its strengths in manufacturing, innovation, and culture to meet the public's aspirations for a better life and promote high-quality economic development [4]