近期，汽车圈围绕"一体压铸"技术掀起了一场激烈的隔空辩论。 一方是以"敢说真话"著称的长城汽车董事长魏建军。他直言不讳地批评一体化压铸车身在中国成本不低、维修性极差，铝材一撞即"酥"，导致维修费用和 保险费用双双飙升。他同时表示，"全球老牌车企都不选择该技术，长城因此放弃。" 此番言论不仅将一体压铸的话题推向消费者视野，也引来了"回击"。理想汽车材料技术负责人在社交平台回应，他不仅反驳了维修"妖魔化"的说法，强调 一体压铸的优势在于"更轻质、更集成"，能有效提升生产效率、车身刚度和能耗表现，同时点名沃尔沃（EX90）等海外品牌已在应用，而多数车企不用 的核心原因其实是"成本"，而非维修性。 一边是传统车企对用户全生命周期成本的考量，一边是新势力对制造效率与产品性能的追求。这场争论虽然没有绝对的对错，却将行业关于未来制造路线 的分歧摆在公众面前。 那么，一体压铸，究竟是引领汽车制造革命的大趋势，还是资本与营销合力吹出的"大饼"？ 一场降本增效引发的制造革命 要看清一体压铸到底是画饼还是行业大趋势，我们需要回到它的原点。 这背后是一笔清晰的效率账。零件数量锐减，意味着生产线所需的冲压机、模具和焊接机器人数量大幅减 ...

一般低速碰撞，可能也就最多损伤到防撞梁，可以直接更换。如果碰撞能量较高，损伤了吸能盒和纵 梁，也是可以整体更换的。所以正常的碰撞，主机厂都设计了保护，可以有比较好的维修经济性，完全 不存在"轻轻一碰、马上换车"的说法。 凤凰网科技讯 12月17日，理想汽车材料技术负责人"吉超超有材"发文回应"一体式压铸"维修性差：他 表示，在正面碰撞和尾部碰撞工况下，一体式压铸结构其实并不直接处于碰撞第一线，至少有3层的保 护设计。防撞梁第一道先扛，吸能盒第二道压溃吸能，纵梁第三道压溃吸能。这些碰撞设计，都是为了 更好地抵抗变形，同时在合适的变形范围内最大效率吸收能量。当然，这还没算外面的塑料保险杠、泡 沫吸能块。 如果真的车速特别特别高，碰撞能量特别特别高，这时候，不管是压铸结构还是钣金冲焊，都将是大手 术。当然，这种情况，钣金是相对更好修的，一体压铸确实维修困难。但不管如何，这种情况哪怕是钣 金修复后，对汽车来说也是伤筋动骨、元气大伤。 他还介绍，国外车企不是不用一体压铸，比如沃尔沃EX90就是一体压铸后车体。越来越多的欧美品牌 在使用这个技术，早就不稀奇了。在国内目前来说，作为从业者大家都清楚真实情况。绝大多数情况 下 ...

Core Insights - Volvo Cars has reported a decline in sales and revenue for Q3 2025, with sales down 7% year-on-year to 160,514 units and revenue decreasing by 6% to 86.4 billion SEK, marking two consecutive quarters of decline [1][5][8] - Despite the drop in sales, adjusted operating profit increased by 10% to 6.4 billion SEK, and gross margin improved significantly from 17.7% to 24.4%, indicating effective cost control or higher profit per vehicle sold [1][3][14] - The company has implemented a cost-cutting plan, including a significant workforce reduction of 3,000 employees, primarily affecting office staff, which has led to a reduction in sales and administrative expenses [10][12][14] Financial Performance - Q3 2025 sales: 160,514 units, down 7% YoY [1] - Revenue: 86.4 billion SEK, down 6% YoY [1] - Adjusted operating profit: 6.4 billion SEK, up 10% YoY [1][3] - Gross margin: improved to 24.4% from 17.7% [1][3] Strategic Actions - The cost-cutting plan initiated by the newly reinstated CEO Håkan Samuelsson includes layoffs and has already shown positive effects on financial metrics [10][12][14] - The company aims to leverage past R&D investments and strengthen collaboration with Geely to enhance product offerings and reduce material costs [19][23] Market Challenges - Volvo faces declining sales across various models, with significant drops in BEV models like EX30 and EC40, which saw declines of 34% and 47% respectively [16][17] - The company is struggling with geopolitical tensions affecting its market strategy, particularly in the U.S. and China, which has impacted both fuel and electric vehicle markets [8][7] Future Outlook - Upcoming models, including the EX60, are expected to be launched in January, with hopes of utilizing local supply chains to reduce costs [34] - The XC70 model has shown promising early sales, indicating a potential shift in consumer interest towards more competitively priced vehicles [32][23]

Core Insights - The article highlights the challenges faced by traditional automakers, particularly Volvo, in the transition to Software Defined Vehicles (SDVs), emphasizing the inadequacies of their current software systems and the need for a fundamental shift in their operational strategies [3][5][7]. Group 1: Volvo's Software Issues - Volvo's EX90 has been criticized for severe software problems, leading to a free upgrade offer for owners, which reflects the company's struggle to address these issues effectively [5][7]. - The software defects have resulted in a long list of malfunctions, including keyless entry failures and infotainment system issues, indicating a lack of readiness for the software-driven automotive landscape [5][7]. Group 2: Industry-Wide Challenges - The automotive industry is experiencing a collective struggle with digital transformation, as evidenced by the increasing number of software-related recalls, which have surged from 5.1% in 2015 to a record 41.6% in 2024 [13]. - Major automakers like General Motors and Volkswagen have faced significant setbacks due to software failures, leading to halted sales and delayed product launches, highlighting the industry's vulnerability in managing software complexities [16]. Group 3: Shift in Development Focus - The transition to SDVs necessitates a shift from hardware-centric development to a focus on software and service ecosystems, requiring automakers to rethink their relationships with suppliers and adopt integrated solutions [12][20]. - Collaborations between traditional automakers and specialized tech firms are becoming essential, as seen in partnerships like that of Volkswagen and Rivian, which aim to leverage external expertise for software development [20]. Group 4: Future Directions - The industry is moving towards a model where automakers focus on their core competencies while outsourcing software development to specialized partners, indicating a strategic shift in how vehicles are designed and maintained [20]. - The successful implementation of SDVs will require overcoming significant challenges, as the industry grapples with the complexities of integrating advanced software into traditional automotive frameworks [20].

Core Viewpoint - Volvo is experiencing a significant decline in sales, with July 2023 global deliveries dropping to 49,273 units, a 14% year-on-year decrease, marking the lowest sales point of the year and continuing a five-month downward trend [1][2][3] Sales Performance - In July 2023, Volvo's global sales were 49,273 units, down 14% year-on-year, continuing a downward trend for five consecutive months [2][3] - In the first half of 2023, Volvo's cumulative sales in China were 70,300 units, a 10% year-on-year decline, accounting for about 20% of its global sales [3][5] - The company reported a revenue of 93.5 billion Swedish Krona (approximately 69.45 billion RMB) for Q2 2023, an 8% decrease year-on-year [5][7] Financial Performance - Volvo recorded an operating loss of 10 billion Swedish Krona (approximately 7.4 billion RMB) in Q2 2023, marking its first loss since going public in 2021, significantly down from a profit of 8 billion Krona (approximately 5.9 billion RMB) in the same period last year [7][9] - The market had expected a profit of 2.3 billion Swedish Krona (approximately 1.7 billion RMB) for Q2 2023, indicating a substantial miss in expectations [7] Strategic Challenges - The decline in sales is attributed to both external tariffs and internal strategic missteps, particularly in the U.S. and Chinese markets [10][12] - In the U.S., Volvo's focus on sedans like the S60 and S90 has not aligned with market demand, which favors SUVs [10][12] - In China, Volvo faces challenges due to slow electrification and inadequate brand marketing, leading to poor competitiveness against domestic new energy vehicle manufacturers [12][15] Product Development and Market Response - Volvo's electric vehicle strategy has been criticized for relying on a "fuel-to-electric" platform rather than a native electric architecture, impacting performance and market appeal [12][15] - The company has announced plans to shift production focus in the U.S. to SUVs and crossovers, with the XC60 being a key model that saw a 23% sales increase in the first half of 2023 [19] - In China, Volvo is launching a new hybrid SUV, the XC70, which is expected to be available for pre-sale soon, aiming to regain market traction [19][21]

Group 1: BYD SEALION 7 Safety Certification - BYD's flagship SUV SEALION 7 received a five-star safety rating from Euro NCAP, showcasing its advanced safety features [4][5] - The vehicle scored 87% in adult occupant protection, 93% in child occupant protection, and 79% in safety assist systems, indicating strong performance across all categories [4] - The SEALION 7 is set to launch in Europe by the end of 2024, equipped with blade battery and Cell-to-Body (CTB) technology, enhancing its safety profile [4][5] Group 2: Kia EV4 Launch - Kia unveiled the 2026 EV4 electric sedan at the 2024 New York International Auto Show, marking its first global electric sedan [7][8] - The EV4 offers two battery options: 58.3 kWh with a range of 378 km and 81.4 kWh with a range of 531 km, supporting fast charging from 10% to 80% in 29-31 minutes [7] - The design and features of the EV4, including a dual 12.3-inch screen and advanced driver assistance systems, target urban young consumers [7][8] Group 3: Subaru Solterra Launch - The 2026 Subaru Solterra electric SUV debuted at the 2025 New York Auto Show, featuring a 25% increase in range to 285 miles (approximately 459 km) [12][13] - It includes a symmetrical all-wheel drive system and supports 150 kW fast charging, compatible with Tesla's Supercharger network [12] - The Solterra maintains off-road capabilities with an 8.3-inch ground clearance and X-MODE, differentiating itself in the electric SUV market [12][13] Group 4: Hyundai INSTER Award - Hyundai's INSTER electric vehicle won the "2025 World Car of the Year" award, highlighting its unique design and 370 km range [15] - This recognition marks Hyundai's fourth consecutive year of accolades at the World Car Awards, reinforcing its leadership in the electric vehicle sector [15] Group 5: Volvo EX90 Award - The Volvo EX90 electric SUV was awarded "2025 World Luxury Car," praised for its luxury quality and advanced safety technologies [16][17] - The vehicle features a powerful dual-motor setup with 510 horsepower and innovative sustainable materials, enhancing its appeal in the luxury electric market [16][17] Group 6: Kia EV3 Award - The Kia EV3 electric SUV received the "2025 World Car of the Year" award for its revolutionary design and 605 km range [20] - This recognition underscores Kia's commitment to a design-driven and technology-led electric strategy, marking its sixth award since 2020 [20] Group 7: AAA Awards - The BMW iX xDrive50 was named "Best Vehicle of the Year" by the American Automobile Association (AAA) for its outstanding range and driving comfort [23] - The awards highlighted the increasing recognition of electric and hybrid vehicles, with all winners being from the 2024 or 2025 model years [23]