点 击 蓝 字 关 注 我 们 本文全文共 4800 字，阅读全文约 16 分钟 关于汽车软件在线升级备案系统的升级上线通知 12月22日，工业和信息化部装备工业发展中心印发《关于汽车软件在线升级备案系统的升级上线通 知》。 通知称，为适应产业发展需要，全面落实《关于加强智能网联汽车生产企业及产品准入管理的意见》 （工信部通装〔2021〕103号）及《关于进一步加强智能网联汽车产品准入、召回及软件在线升级管理的通 知》（工信部联通装〔2025〕45号）相关管理要求，进一步规范汽车软件在线升级活动，"汽车软件在线升级 备案系统"相应的服务及数据已迁移至工业和信息化部一体化政务服务平台（以下简称"政务平台"），并于 2025年12月22日正式上线运行，原系统访问地址不再使用。相关事项通知如下： 一、登录方式 企业可通过以下方式进行访问： 1、直接访问系统地址：https://ota.miit.gov.cn/ 三、权限管理 企业的法人账号可查询企业全部数据，包括历史数据及新申报数据，原系统的经办人无法查看历史数 据，各经办人之间仅可查看本人创建的数据内容。 四、联系方式 联系电话：010-68209118 联系邮箱 ...

Group 1: Youth Moral Education - The meeting emphasized the importance and urgency of moral education for minors, integrating it into the framework of building a strong education city to create a favorable social environment for their healthy growth [2] - It highlighted the need to address issues such as minors' psychological sub-health, leveraging schools and teachers' roles, and enhancing communication between schools and families [2] - The meeting called for a coordinated effort among various departments, strengthening the leadership of the Party in this initiative, and fostering a societal atmosphere that values education and morality [2] Group 2: Financial Development - The meeting focused on implementing the spirit of the national financial system work conference, emphasizing the "Eight Persistences" of China's financial development path [3] - It aims to enhance financial services for the real economy, improve regulatory frameworks, and ensure the prevention of systemic financial risks while promoting high-quality development [3] - The meeting underscored the importance of comprehensive Party leadership in financial work, ensuring compliance and risk awareness among financial institutions [3] Group 3: Economic Work for 2024 - The meeting identified 2024 as a critical year for the modernization of Chongqing, urging all departments to implement the central economic work conference's directives and leverage national strategic opportunities [4] - It called for the establishment of a detailed work plan to enhance investment, consumption, employment, and income generation, ensuring the effective implementation of macroeconomic policies at local levels [4] - The meeting stressed the need for a seamless transition of key tasks at the year's end and beginning, aiming for a strong start to economic and social development [4] Group 4: Software and Information Services - The meeting reviewed the "Starry Sky" action plan for advancing the software and information services industry, emphasizing high-quality development and the need to strengthen the industry chain [5] - It aims to enhance competitiveness by leveraging Chongqing's advantages in industrial development and urban governance, attracting leading enterprises, and fostering innovation [5] - The meeting called for the establishment of a robust monitoring system for progress and outcomes in the software and information services sector [5] Group 5: Agricultural Development - The meeting discussed the planning for building a strong agricultural city from 2025 to 2035, focusing on leveraging Chongqing's unique characteristics and ecological resources [6] - It emphasized the importance of food security and preventing large-scale poverty, promoting modern, high-efficiency ecological agriculture [6] - The meeting highlighted the need for technological advancements in agriculture and the establishment of a modern agricultural operating system to ensure farmers benefit from industry growth [6]

新华财经上海12月17日电（记者 李荣）汽车软件作为智能化、网联化的核心驱动力之一，正日益成为 推动汽车产业价值重构与生态重塑的关键载体。16日在上海嘉定召开的2025中国汽车软件大会上，业内 专家认为，汽车软件正朝着底层自主化、架构全栈化、应用智能化等方向快速发展。 据了解，十年前，上海嘉定因全国首个智能网联汽车试点示范区、首个电动汽车国际示范区而抢得先 机。当软件成为重塑汽车产业竞争格局的核心力量，以前所未有的速度改变产业的形态和出行方式，嘉 定正以汽车软件作为重点发展领域，持续优化营商环境，加快完善基础设施，积极搭建合作平台，着力 构建开放协同、互利共赢的产业生态。 此次上海国际汽车城携手理想汽车、智元机器人、地平线、舍弗勒工程、面壁智能、深信科创等具身智 能头部企业，共同发起"元生态"具身智能核心能力开放平台，立足上海国际汽车城产业链上下游资源， 以AI为核心驱动，为具身智能产业提供全方位支撑；建设具身智能高质量孵化创新中心，为企业提供 普惠算力支持，开放多元化实地训练场景，联合共性技术实验室资源，攻克"感知-决策-行动"闭环关键 技术，大幅降低企业研发成本，为具身智能企业提供从技术验证、项目孵化到应 ...

报告作者，德国汽车经济学专家、波鸿汽车研究院院长费迪南德·杜登赫费尔（Ferdinand Dudenhoeffer) 表示，2025年全球乘用车市场销量将突破8130万辆，达到八年来的最高水平，较2024年增长3.9%。 杜登赫费尔表示，亚洲是全球汽车行业的主导力量，中国更是在汽车产业中占据着不可撼动的地位。 2026年中国将继续巩固其作为全球最大汽车市场、最大汽车生产国和最大汽车出口国的地位。 德国波鸿汽车研究院15日发布的2026年全球乘用车市场预测报告显示，以中国为代表的亚洲国家将在 2026年引领全球汽车市场产量与销量的增长。 报告说，2025年，在全球前15大汽车市场中，中国、美国、印度、土耳其等国的乘用车销量均实现了 4%以上的增长，而欧洲汽车重点市场表现低于预期，其中德国市场销量增长0.7%，法国和意大利汽车 销量同比分别下滑4.8%和2.6%。 展望2026年，报告认为全球乘用车销量增速预计为2.2%，达到8340万辆。亚洲的乘用车销量增速为 3.8%，同时中国产量和销量的全球占比将进一步提升。 报告指出，亚洲在乘用车产量方面也保持领先。2025年全球超过六成的乘用车产自亚洲，欧洲生产的乘 用 ...

报告指出，亚洲在乘用车产量方面也保持领先。2025年全球超过六成的乘用车产自亚洲，欧洲生产的乘 用车仅占全球总产量的约15%。2026年，由于汽车产业竞争加剧和美国关税影响，部分汽车制造商将生 产转移至美国，德国乃至整个欧洲占全球乘用车产量的份额将进一步下降。 杜登赫费尔表示，亚洲是全球汽车行业的主导力量，中国更是在汽车产业中占据着不可撼动的地位。 2026年中国将继续巩固其作为全球最大汽车市场、最大汽车生产国和最大汽车出口国的地位。 "汽车行业的未来在于与中国合作。（若企业）不在中国市场，就无法真正进入汽车行业。"杜登赫费尔 说，中国市场和完备供应链带来的规模经济效益递增，同时中国引领汽车技术的发展，其中动力电池、 新能源车、自动驾驶技术、智能座舱和汽车软件等前沿技术领域快速发展革新，成为推动全球汽车产业 向电动化、智能化转型的关键动力。 （文章来源：新华财经） 新华财经法兰克福12月16日电（记者单玮怡）德国波鸿汽车研究院15日发布的2026年全球乘用车市场预 测报告显示，以中国为代表的亚洲国家将在2026年引领全球汽车市场产量与销量的增长。 报告作者，德国汽车经济学专家、波鸿汽车研究院院长费迪南德·杜登 ...

Core Insights - China's role in the global automotive supply chain is becoming increasingly prominent, particularly in key component areas where it has established itself as a center for incremental supply chain growth [1][3] - The latest data indicates that China's power battery installation accounts for nearly 70% of the global total, maintaining a leading position for several consecutive years [1] - The automotive industry is undergoing unprecedented transformation, with a focus on reconstructing an open, resilient, and sustainable supply chain system [1] Group 1: Key Components and Challenges - Power batteries, chips, and software are becoming focal points of global competition within the automotive supply chain [2] - Despite China's scale advantage in the power battery sector, challenges arise from upstream resource monopolies and rapid technological iterations [2] - The domestic automotive chip industry is rapidly emerging, with companies like Horizon and Huawei becoming significant players in automotive computing chips, although the self-sufficiency of smaller chips needs to accelerate [2] Group 2: Future Projections and Strategies - By the end of the 14th Five-Year Plan, China's annual automotive production is expected to reach 40 million units, with domestic sales around 27 to 28 million units and overseas sales exceeding 12 million units, accounting for approximately 45% of the global total [3] - The proportion of Chinese components used in vehicles, referred to as "Chinese content," is anticipated to continuously increase, regardless of the vehicle's production location [3] - Recommendations for building an open and resilient supply chain ecosystem include promoting vehicle platform and supply chain combinations, creating a flexible supply chain network that supports both global collaboration and regional autonomy, and integrating core technologies through joint ventures [2]

Core Insights - The Chinese software industry is undergoing a significant operational efficiency revolution, shifting from scale expansion to a focus on profitability and efficiency [2][3][4] Group 1: Industry Transition - Chinese software companies are moving from a "labor-driven" model to a "product-driven" growth phase, emphasizing cost optimization and high-return core business [3] - The average number of employees in the software sector decreased from 13,300 in 2021 to 12,600 in 2024, while revenue per employee increased from $101,000 to $135,000, marking a 34% rise [3][4] - Companies are reallocating resources towards core and high-growth areas like AI, while maintaining R&D investments [3] Group 2: Financial Performance - The average operating profit margin (OPM) for the industry is expected to improve from -12% in the first half of 2024 to -6% in the first half of 2025, indicating a potential profitability turning point [4] - Despite short-term pressures from one-time severance costs, productivity improvements are beginning to show in financial reports [4] - Specific sectors such as office software, automotive software, and video/image software have shown notable profit margin improvements from 2022 to 2024 [4] Group 3: Revenue Models - Companies with a higher proportion of recurring revenue demonstrate stronger cash flow visibility, with average operating cash flow for high recurring revenue firms ranging from $106 million to $141 million, compared to $37 million to $52 million for project-based firms [3] - The transition to subscription-based business models and increased customer spending on value-added features provide significant room for efficiency improvements in Chinese software companies [5]

Core Insights - Volkswagen Group officially abandons its software self-development strategy, downgrading its software subsidiary CARIAD to a role of coordinator for partnerships, marking a significant setback for the "software-defined vehicle" initiative previously championed by former CEO Herbert Diess [2] Group 1: CARIAD's Development Journey - CARIAD's journey began in 2019 when Herbert Diess established the "Digital Car & Service" department, which later evolved into CARIAD in 2020 to address issues like brand fragmentation and system redundancy [2] - In 2021, CARIAD launched the "2030 NEW AUTO" strategy, outlining its critical role in the transformation of the Volkswagen Group [2] - CARIAD expanded its operations by establishing a subsidiary in China in April 2022, marking its first international expansion outside Europe [2] - The company formed a joint venture with Horizon in late 2022 and another with ThunderSoft in China in April 2023 [2] Group 2: Challenges Faced by CARIAD - CARIAD's development has been fraught with challenges, including a major restructuring and layoffs in May 2023, which further delayed the anticipated new software architecture [2] - The multitude of brands under Volkswagen Group, each with distinct technological legacies and market positions, has led to friction in CARIAD's cross-cultural and cross-system collaboration [3] - Internal role ambiguity, resource dispersion, and slow project advancement have resulted in significant delays for several core electric vehicle projects [3] Group 3: Future Direction - As of October 2025, CARIAD will be downgraded to a coordinator role, but it will collaborate with Rivian and Xiaopeng to leverage combined strengths, aiming to accelerate technology development and commercialization [3]

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]