长城的超豪华品牌正在路上。 近日，长城控股招标中心正式发布"长城汽车超豪车BG品牌用户活动项目"招标公告，长城汽车表示，现面向全球公开招募具备超豪品牌服务经验与卓越 社交媒体运营能力的供应商，服务长城汽车超豪车BG，协助用户活动的规划和执行。要求供应商具备服务劳斯莱斯、爱马仕等顶级品牌的经验，为新品 牌用户活动提供全流程支持。 吴迪摄 此次招标要求投标主体需具备服务苹果、LVMH、保时捷、劳斯莱斯等国际顶级品牌的经验，并提供2019—2024年间服务超高净值人群的成功案例，涵盖 奢侈品品鉴会、超豪车用户活动等场景。 招标书显示，供应商需具备三大核心能力，一是顶级圈层活动设计，涵盖私密品鉴会、艺术沙龙等场景，整合安缦酒店、宾利车队等高端资源；二是 KOC/KOS深度运营，代运营超高净值车主社交媒体账号，构建 "品牌—用户"内容生态；三是数字奢品内容矩阵开发，为私域App、小红书等平台定制差 异化内容策略。投标方需证明拥有独立物料工厂及从业经验超8年的专职团队。 长城汽车打造超豪华车的消息由来已久。 今年1月，据媒体报道，长城汽车成立了"长城品牌超豪车事业群（BG）"，由董事长魏建军亲自挂帅，原技术副总裁宋东先出 ...

Core Viewpoint - The article highlights the rapid growth of the embodied intelligence industry in the context of global technological competition, with Kunshan actively promoting this sector through policy guidance and innovative applications [1]. Group 1: Competition and Events - The "Yangtze River Delta (Kunshan) Embodied Intelligence Scene Application Competition" commenced on July 31, focusing on three main categories: robots, intelligent connected vehicles, and low-altitude flying vehicles [1]. - The competition features 10 contest items and 2 performance projects across 9 application scenarios, showcasing various capabilities of participating teams [2]. - The robot competition will take place on August 1, featuring notable companies and university teams competing in industrial manufacturing, logistics, and commercial services [2]. - The intelligent connected vehicle competition includes 24 mainstream models, assessing capabilities in complex road mapping, dynamic path planning, and obstacle avoidance [2]. - The low-altitude flying vehicle competition will also occur on August 1, focusing on smart logistics and industrial inspection applications [3]. Group 2: Industry Integration and Innovation - The competition serves as a platform for deep integration of industry, academia, and research, fostering an innovative ecosystem [4]. - The event adopts a "scene-based + industrialization" competitive model, testing products in real-world applications to enhance task execution capabilities [4]. - The competition attracts outstanding enterprises and innovative teams from various fields, demonstrating the trend of artificial intelligence technology accelerating integration and application [4]. Group 3: Testing and Certification - The competition is supported by the "National Robot Inspection and Testing Public Service Platform" and other key laboratories, providing comprehensive testing and certification services for robots [5]. - The testing facilities include over 3,000 square meters of specialized evaluation environments and capabilities to test more than 80 robot-related standards [5].

Core Viewpoint - Great Wall Motors is advancing into the supercar market, marking a significant strategic shift towards high-end vehicles, as evidenced by the recent developments and internal confirmations regarding their supercar project [2][3][4]. Group 1: Company Developments - Great Wall Motors celebrated its 35th anniversary, showcasing a mysterious vehicle likely to be a supercar, which has sparked speculation about the company's entry into the supercar segment [2]. - The company established the "Great Wall Brand Super Luxury Car Business Group" in January 2025, led by Chairman Wei Jianjun, focusing on hybrid and new energy products, including supercars and sedans [3]. - Great Wall Motors has applied for the "Confident Car" trademark, potentially indicating the launch of a new ultra-luxury brand, although this has not been officially confirmed [4]. Group 2: Market Context - The domestic super luxury car market is facing challenges, with sales of new cars priced over 1 million yuan dropping by 34% year-on-year in 2024, totaling 128,000 units [5]. - Recent policy changes have introduced new pressures on the super luxury car market, including a reduction in the consumption tax threshold from 1.3 million yuan to 900,000 yuan, which may further compress market sales [5]. - The experience gap for domestic brands in the super luxury segment raises uncertainties regarding product competitiveness, as seen with BYD's Yangwang brand and other domestic luxury vehicles struggling with sales [5]. Group 3: Product and Technology - Great Wall Motors' upcoming supercar is expected to utilize a self-developed 4.0T V8 engine, which has been in development for ten years and was officially unveiled at the Shanghai Auto Show [6]. - The company aims to create a supercar that excites drivers, with the project having been initiated five years ago [3].

Core Viewpoint - The new luxury car consumption tax policy, effective from July 20, reduces the tax threshold from 1.3 million yuan to 900,000 yuan, expanding the range of luxury vehicles subject to taxation, impacting brands like Mercedes-Benz, BMW, and Porsche, as well as some domestic electric luxury cars like the Yangwang U8 [1][2]. Group 1: Tax Policy Changes - The new tax policy includes a 10% consumption tax on luxury cars priced between 900,000 yuan and 1.3 million yuan, which previously were exempt from this tax [2]. - Vehicles with a retail price of 1,017,000 yuan or more (including a 13% VAT) will now incur additional taxes, resulting in a tax burden of 90,000 to 130,000 yuan for affected models [2]. Group 2: Market Response - Following the announcement, there has been a noticeable increase in foot traffic at luxury car dealerships, with many models like the BMW 7 Series and X7 selling out quickly [3]. - Brands such as Tesla have responded by lowering the starting price of the Model X to 899,000 yuan to avoid the tax threshold, while others like Jaguar Land Rover and Mercedes-Benz have introduced temporary subsidies to cover the new tax costs for consumers [4][5]. Group 3: Industry Insights - Industry experts support the tax adjustment, stating it reflects market changes and ensures tax stability without significantly increasing the tax base [3][5]. - The luxury car segment represents only about 0.1% of the overall car market, indicating that the tax changes will have minimal impact on average consumers [5].

Core Viewpoint - The new luxury car consumption tax policy in China lowers the threshold for taxation from 1.3 million yuan to 900,000 yuan, effective from July 20, 2025, impacting a wider range of vehicles, particularly affecting brands like Porsche and Mercedes-Benz [2][4][7]. Group 1: Tax Policy Changes - The new regulation expands the scope of luxury car consumption tax to include passenger cars and light commercial vehicles with a retail price of 900,000 yuan and above, excluding VAT [2][4]. - The previous tax threshold was set at 1.3 million yuan, meaning that vehicles priced between 1.017 million yuan and 1.469 million yuan will now be subject to the tax [4][7]. Group 2: Impact on Luxury Car Brands - Porsche is significantly affected by the new tax policy, with models like the 911, Panamera, Taycan, and high-end Cayenne now falling within the taxable range, leading to increased customer traffic and sales inquiries [5][7]. - Other brands such as Mercedes-Benz and BMW will also see some of their models, including the S-Class and GLS, impacted by the new tax regulations [8][9]. - The new tax policy is expected to drive consumers to make purchases before the tax takes effect, as buying before July 20 allows them to save tens of thousands of yuan [7]. Group 3: Market Dynamics - The luxury car market is experiencing a surge in demand, particularly for models that fall under the new tax threshold, while ultra-luxury brands like Maserati are struggling with declining sales and are resorting to significant discounts to clear inventory [11][20]. - In contrast, domestic luxury electric vehicles are gaining popularity, with brands like BYD and their models such as the Yangwang U8 and Zun Jie S800 seeing strong sales performance [25][31]. - The shift in consumer preferences towards domestic luxury vehicles indicates a changing landscape in the high-end automotive market, with more brands targeting the million-yuan price segment [31].

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]

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]

Core Insights - The 2025 18th China (Nanjing) International Automobile Expo and Jiangsu International New Energy Vehicle Exhibition is being held from April 30 to May 4, 2025, covering an area of approximately 60,000 square meters and attracting over 70 global automotive brands with more than 800 models on display [1][5] - The event has become a significant platform for automotive brands, showcasing technological advancements and stimulating consumer interest in the automotive sector [1][5] Industry Developments - BYD's "blade battery" showcased at the expo has a volume utilization rate improvement of over 50%, enhancing the range of electric vehicles to match high-energy-density lithium batteries [2] - The "Aviator 06," developed through collaboration between Changan Automobile, Huawei, and CATL, features advanced smart driving capabilities and a luxurious user experience, indicating a shift towards intelligent automotive solutions [2][6] - The expo highlights the rapid evolution of domestic automotive brands, showcasing their technological advancements and positioning them as leaders in the global market [6] Consumer Engagement - The launch of the second round of automotive consumption subsidies in Nanjing starting May 1, 2025, offers up to 4,000 yuan per vehicle, further incentivizing consumers to purchase new energy vehicles [2][3] - The presence of various promotional pricing strategies, including trade-in policies and subsidies, has led to increased foot traffic and consumer interest at the expo [3][4] Historical Context - The Nanjing International Automobile Expo has been held for 18 consecutive years, reflecting the growth and transformation of the automotive industry in China since the first event in 2009 [5][6] - The event serves as a testament to China's transition from a technology-absorbing market to an innovator in the automotive sector, with a focus on smart and electric vehicles [6]

Economic Growth - Shenzhen's GDP for Q1 2025 reached 895.049 billion yuan, marking a year-on-year growth of 5.2% [1] - The growth reflects high-quality development and underlying economic structure optimization [1] Strategic Emerging Industries - The export of electric vehicles from Shenzhen surged to 7.45 billion yuan, a 2.2 times increase [3] - Key sectors such as intelligent connected vehicles and robotics saw significant growth, with increases of 38.8% and 38.0% respectively [3][5] - The production of civilian drones rose by 48.2%, indicating strong momentum in strategic emerging industries [3] Investment Trends - Shenzhen plans to invest 307.64 billion yuan in 798 major projects in 2025, a 3.0% increase from the previous year [6] - In Q1, the city completed investments of 77 billion yuan in major construction projects, achieving a 25.0% progress rate [6] - Fixed asset investment in Shenzhen decreased by 2.1% year-on-year, but infrastructure investment grew by 5.3% [8] Consumer Market Dynamics - The social retail sales in Shenzhen reached 240.317 billion yuan in Q1, with a year-on-year growth of 3.1% [11] - The city experienced a significant increase in inbound and outbound passenger traffic, with 1.6 million people passing through the airport, a 32% increase [11] - Innovative consumption scenarios combining technology and cultural tourism have been developed, enhancing the city's appeal [12][14]

" 车展的整体氛围更倾向于严肃和技术化的表达。 " 文 / 巴九灵（微信公众号：吴晓波频道） 闹腾了半年多的 2025 上海车展终于在 4 月 23 日开幕了。 谁能想到，为了获得这场全球影响力最大车展的主办权，从去年 9 月开始出现了"两个主办方之争"，一度闹上法庭，直到开幕前不到 20 天才平息 风波。 同时，这算是历经 700 多天"价格战"短暂停火后的第一场车展。 从展馆的布局中，我们便能一窥汽车大战后的残酷格局： 头部企业地盘扩大，如吉利集团、华为的展台规模要明显比前几届大得多，奇瑞集团亮相53辆车。但品牌多样化却消失了 ——尽管多了乐道、萤 火虫、方程豹、 iCAR 等新面孔，但大多属于大车企的子品牌，代替了原来各种"新势力"和小品牌。合创、哪吒、高合、极越早已不见踪影，一 些转型不太成功的国外车企或合资车企也缺席了，如雪佛兰、现代、起亚、捷豹路虎…… 但无论如何，上海车展还是在一场血腥战争后有惊无险地来了。 点击图片▲立即收听 全球影响力最大的车展 据官方数据，本届车展的整体规模要高于上届。 张翔教授是北方工业大学汽车产业创新中心研究院研究员，见证了每一届上海车展的他，向小巴谈及一些新变化。 " ...