然而，CARIAD的发展之路并不顺利，2023年5月曾大规模调整CARIAD高层并进行内部重组和裁员。作为重组计划的一部分，期盼已久的新的软件架构将 进一步推迟。 近日，据外媒报道，大众汽车集团正式宣布放弃软件自研战略，将其软件子公司CARIAD降级为合作伙伴协调者角色。这一重大战略转向，标志着大众汽车 前CEO赫伯特·迪斯曾力推的"软件定义汽车"计划遭遇重大挫折。 市场分析认为，CARIAD的挫折，与大众集团旗下品牌众多分不开，各品牌有不同的技术遗产、市场定位与管理逻辑，导致CARIAD在跨文化、跨体系、跨 流程的协作中面临摩擦。内部角色定位模糊，资源分散，项目推进缓慢，曾导致多个核心电动车项目严重延误。 2025年10月，CARIAD被降级为协调者角色，不过，与Rivian和小鹏合作成为新的软件支撑点，能够结合各方优势，加快技术研发和商业化进程。 大众汽车集团的软件自研之路始于2019年。时任CEO赫伯特·迪斯组建了"Digital Car&Service"部门，这是CARIAD的前身。2020年，大众集团为打破品牌分 散、代码冗余、系统碎片化等历史积弊，成立了集团级软件子公司CARIAD，以让集团所有品 ...

Core Viewpoint - The article discusses the recent announcements from the Ministry of Transport and the Ministry of Industry and Information Technology regarding standards and regulations for various automotive components and technologies, emphasizing the importance of safety, environmental impact, and technological advancement in the automotive industry [3][11][17]. Group 1: Announcement of Standards - On September 22, the Ministry of Transport published the 79th batch of compliant road transport vehicle models, which includes a total of 1,712 models: 114 passenger vehicles, 38 passenger cars, 1,031 cargo vehicles, 257 tractors, and 272 trailers [5]. - The announcement also includes the withdrawal of 5 non-compliant vehicle models [5]. Group 2: Automotive Chip Standards - On September 23, the National Automotive Standardization Technical Committee released a draft for public consultation regarding the technical requirements and testing methods for automotive SerDes (Serializer/Deserializer) chips, with a deadline for feedback set for November 3, 2025 [8][9]. - The SerDes chips are crucial for high-speed serial data communication between in-vehicle sensors and controllers, and the standard aims to enhance the technology's reliability and performance [9][10]. Group 3: Safety Standards for Vehicle Components - On September 24, the Ministry of Industry and Information Technology announced a public consultation for the mandatory national standard on automotive door handle safety, with feedback due by November 22, 2025 [11][12]. - The standard aims to improve the safety performance of vehicle door handles, particularly in response to new technologies and safety requirements [12]. Group 4: Environmental Standards - On September 26, the National Automotive Standardization Technical Committee published a draft for the quantification methods and requirements for the carbon footprint of automotive air conditioning systems, with a consultation deadline of November 6, 2025 [17][18]. - This standard is intended to provide a unified approach to carbon footprint assessment in the automotive industry, promoting low-carbon and sustainable development practices [18].

Group 1 - Chongqing's Economic and Information Technology Commission is soliciting opinions on the "Chongqing Intelligent Connected New Energy Vehicle Industry Chain 'Yuchain Zhiqing' Action Plan (2025-2027)" [1] - The plan emphasizes enhancing industrial innovation support, focusing on areas such as intelligent cockpits, intelligent driving, intelligent chassis, intelligent vehicle control, automotive software, and automotive chips [1][2] - The initiative aims to organize and implement major projects in artificial intelligence, core software, high-end components and chips, and new energy, increasing investment in basic research and tackling key core technologies [1] Group 2 - The plan encourages collaboration between vehicle manufacturers, parts suppliers, universities, and research institutions to form innovative comprehensive bodies for intelligent connected new energy vehicles [1][2] - By 2027, the goal is to establish five municipal-level innovation complexes and achieve breakthroughs in over 50 key core technologies [1] - The initiative also focuses on cultivating the artificial intelligence and automotive software industries, particularly in operating systems and AI, and supports the application of AI large models in flying car research and autonomous driving training [2]

Core Viewpoint - The trend of rapid development in automotive products is increasingly evident, leading to significant issues, particularly in software defects, which require urgent improvements [1][5] Group 1: Automotive Recall Statistics - In the first half of this year, China implemented 60 automotive recalls, involving 5.0688 million defective vehicles, an increase of over 1 million compared to the same period last year [1] - Since the implementation of the "Defective Automotive Product Recall Management Regulations" in October 2004, over 3,000 recalls have been conducted, totaling more than 100 million vehicles [1] Group 2: Shift in Recall Reasons - The reasons for automotive recalls are shifting from traditional mechanical failures to software algorithm and electronic architecture defects, reflecting the industry's transition into the "new four modernizations" era of electrification, connectivity, intelligence, and sharing [1][2] Group 3: Software Issues in Smart Vehicles - As the scale of smart vehicle production and consumption expands, recalls due to software issues are becoming more common, with notable cases involving electronic power steering system software and battery management system software leading to safety hazards [2] - The reliance of intelligent driving systems on software algorithms raises concerns about potential software vulnerabilities, which are often overlooked in marketing campaigns that promote the idea of fully autonomous driving [2] Group 4: Regulatory Measures - In February, the Ministry of Industry and Information Technology and the State Administration for Market Regulation jointly issued a notice to strengthen the management of smart connected vehicle product access, recalls, and software online upgrades, aiming to enhance vehicle safety [3] Group 5: Impact of Price Competition - The increase in software safety hazards is attributed not only to the rapid development of smart vehicles but also to low-price competition, where some manufacturers compromise on hardware quality and system stability to reduce costs [4][5] - Industry stakeholders, including the Ministry of Industry and Information Technology and the China Automobile Dealers Association, have voiced opposition to "involution-style" competition, emphasizing that safety must be the foundation of industry and enterprise development [5]

Core Insights - The Chinese automotive parts industry has shown resilience and vitality amidst a challenging market environment, with growth in vehicle production and sales, while facing intensified competition and higher demands for transformation and upgrading [2][3] - The industry is experiencing new challenges such as deteriorating international trade conditions, tightening regulations on intelligent driving, and increased software failure risks, which are reshaping development paths [3][4] - The introduction of new standards and regulations is driving profound changes in the industry, pushing for safety, green initiatives, and intelligent transformation [11][15] Group 1: Market Dynamics - The automotive parts industry benefits from the continuous growth of the new energy and intelligent vehicle market, while also facing unprecedented challenges [3] - The U.S. tariff policy has created uncertainty in the supply chain, prompting companies to diversify markets and adopt flexible trade methods [3][4] - The tightening of regulations in the intelligent driving sector has led to a collective adjustment in marketing strategies among automotive companies [4][5] Group 2: Technological Advancements - The complexity and quantity of automotive software have increased significantly, necessitating a shift towards a new development model that balances safety and efficiency [5][16] - AI technology is becoming a key driver in the automotive parts industry, influencing various sectors from intelligent driving to battery technology [16][17] - The industry is witnessing a trend of "reverse output," where Chinese suppliers are playing a crucial role in global collaborations, showcasing their technological strengths [10] Group 3: Regulatory Changes - The introduction of new mandatory standards is reinforcing the technical barriers in the industry, promoting a shift towards safer and greener practices [11][14] - Recent regulatory changes aim to enhance the safety performance of automotive components, particularly in areas like battery safety and collision protection [13][14] - The implementation of new payment regulations is expected to improve supply chain resilience and foster a collaborative environment among suppliers and manufacturers [8][9] Group 4: Emerging Trends - The automotive parts industry is increasingly exploring cross-industry opportunities, such as eVTOL and humanoid robots, leveraging existing manufacturing capabilities [17][19] - The shift towards electric and intelligent vehicles is reshaping the industry landscape, with a focus on high-quality development and innovation [8][16] - The collaboration between automotive companies and technology firms is leading to advancements in smart vehicle technologies and enhancing overall market competitiveness [10][19]

Core Viewpoint - The article discusses the changing landscape of the automotive job market, emphasizing the importance of choosing the right academic major to secure high-paying jobs in the future, particularly in the context of the industry's transformation driven by technology and innovation [5][6][9]. Group 1: Employment Trends and Statistics - In 2025, there will be 12.22 million college graduates, an increase of 430,000 from 2024, while the number of national college entrance exam candidates will be 13.35 million, a decrease of 70,000 from the previous year, marking the first decline since 2017 [4]. - The automotive industry is experiencing a significant shift due to the "new four modernizations," leading to high demand for skilled professionals in areas such as algorithms and battery technology, with salaries for algorithm engineers exceeding one million yuan annually [6][9]. Group 2: Popular Majors and Salary Insights - Traditional mechanical engineering roles are declining, with average starting salaries for graduates in this field around 20,000 yuan per year, while those in intelligent vehicle engineering can earn up to 35,000 yuan per year [9][11]. - Graduates in new energy fields can expect starting salaries of 12,000 yuan per month, compared to 7,800 yuan per month for traditional vehicle engineering graduates [11]. - The demand for interdisciplinary talents is increasing, with many universities introducing programs that combine mechanical and automation engineering with software [12][13]. Group 3: High-Paying Positions in the Automotive Industry - Key high-paying roles include those in "software-defined vehicles," with salaries for software quality managers ranging from 30,000 to 60,000 yuan, and for large model algorithm engineers between 50,000 and 80,000 yuan [21][22]. - The automotive industry is expected to increasingly focus on software-related positions, with significant salary growth anticipated in algorithm, energy, and data roles over the next five years [22]. Group 4: Talent Preferences of Automotive Companies - Automotive companies are prioritizing candidates with strong academic backgrounds in software, computer science, and data analysis, as well as those who can bridge the gap between technology and market needs [24][26]. - There is a notable demand for professionals who can define product requirements based on market trends and user experiences, particularly in the context of "software-defined vehicles" [26].