一财点评：欧摩威集团已经进入中国汽车市场逾三十年。面对中国市场汽车"新四化"的变革，本土零部 件企业借此纷纷崛起，在此背景下，外资零部件企业也亟待转型。欧摩威集团这次品牌焕新，也代表其 战略升级的开始，欧摩威集团中国区总裁兼首席执行官汤恩表示，欧摩威正以中国速度贴近市场，强化 本地响应，更敏捷地满足客户需求；通过全价值链的本土深耕，打造成本竞争力；从研发到交付将采用 更敏捷响应的体系能力。欧摩威此次与华为引望的合作将整合双方软硬件平台优势，降低智能汽车研发 复杂度，提升整车开发效率，加速下一代出行技术的落地。 赛恩领动全新一代卫星架构4D成像雷达正式发布 10月30日，赛恩领动正式向外界发布全新一代基于卫星架构的4D成像雷达5R系统。该卫星雷达系统去 掉了原分散于各个雷达的处理器，将雷达的数据统一集中到智驾域控制器中处理，实现性能提升100% 的同时降低30%的成本。这套卫星雷达系统已获得车企定点，将于明年正式量产。此外，赛恩领动在厦 门的智能制造生产基地已正式投产，基地最大设计产能为年产1000万颗4D雷达。 一财点评：从分布式走向集中式，是汽车技术的发展趋势。这一技术路线不仅解决了静态障碍物检测等 传统痛 ...

新京报贝壳财经讯（记者林子）10月28日，焕新极氪7X正式上市，新车共推75度后驱Max版、103度后驱Max版、103度四驱Ultra版三款配置版型，官方零售 价分别为22.98万元、24.98万元和26.98万元。 吉利汽车集团高级副总裁、极氪科技副总裁林杰在现场介绍，在主流纯电SUV普遍同质化的当下，极氪7X坚持原创的纯正SUV造型，全系标配激光雷达及 算力高达700TOPS的Thor-U辅助驾驶芯片，全系标配千里浩瀚辅助驾驶系统H7，结合Smart AI Agent技术架构，集D2D车位到车位领航辅助、NZP城市自主 领航辅助等多项高阶辅助驾驶功能于一体，真正做到"全国都能开，全国都好开"。 焕新极氪7X上市。企业供图 智能座舱方面，新车搭载8295智能座舱计算平台、36.21英寸AR-HUD抬头显示系统以及16英寸3.5K Mini-LED中控屏等顶级硬件。Zeekr AI OS让智能座舱进 入主动AI智能时代，Kr AI大模型化身持续进化的全能管家。 校对 付春愔 ...

Core Insights - The newly launched ZEEKR 7X offers three configurations with prices ranging from 219,800 to 269,800 yuan after trade-in benefits, emphasizing its competitive pricing strategy in the electric SUV market [1] Product Overview - The ZEEKR 7X maintains a unique SUV design amidst a homogenized electric SUV market, featuring a spacious interior and advanced safety configurations, appealing to family users [3] - The vehicle is built on the SEA architecture, boasting an 83.34% space utilization rate, with rear legroom of 1187mm and a trunk capacity of 905L, along with 40 storage compartments [3] - Interior enhancements include graphene heating, electric reclining seats, and a 6-inch touch screen for rear passengers, contributing to a luxurious experience [3] Performance Specifications - The ZEEKR 7X is equipped with a 900V electric motor and advanced thermal management systems, optimizing range and performance [5] - The 75kWh battery version can gain 425km of range with just 10 minutes of charging, while the 103kWh version achieves a peak charging power of 620kW, with a maximum range of 802km [5] - The four-wheel-drive model features a peak power of 585kW and can accelerate from 0 to 100 km/h in just 2.98 seconds, showcasing its high-performance capabilities [5] Safety Features - The ZEEKR 7X has received dual five-star safety ratings from E-NCAP and C-NCAP, incorporating ten advanced safety technologies [7] - It features a robust body structure and a 720° active safety system, which includes automatic emergency braking and obstacle recognition capabilities [7] Intelligent Configurations - The vehicle comes standard with laser radar and the ZEEKR AD H7 system, supporting advanced navigation and parking functionalities [7] - The smart cockpit is equipped with a 36.21-inch AR-HUD and a 16-inch 3.5K central display, enhancing user interaction through integrated AI features [7]

Core Viewpoint - The exemption policy for new energy vehicle purchase tax will end on December 31, 2025, transitioning to a half-tax collection starting January 1, 2026, prompting various automakers to implement "bottom-line" subsidy policies to attract orders before the policy change [1] Summary by Category Automaker Subsidy Policies - NIO offers a subsidy of up to 15,000 yuan for orders of the new ES8 locked by December 31, 2025, ensuring customers are not burdened by tax changes if delivery occurs in 2026 [4] - Li Auto's i6 model provides a tax subsidy based on actual calculations for orders locked by October 31, 2025, with cash reductions on final payments to cover tax differences [6] - Aito's new M7 model offers a similar subsidy structure, with a maximum of 15,000 yuan for orders locked by November 3, 2025 [6] - Xiaomi's SU7 series and others provide a subsidy of up to 15,000 yuan for orders locked by November 30, 2025 [8] - Zeekr offers a tax subsidy for orders of the 9X model locked by October 31, 2025, with a maximum of 15,000 yuan [8] - Tank SUV's new models provide a subsidy for orders locked by November 30, 2025, ensuring customers are covered if delivery is delayed to 2026 [9] - Chery announces a subsidy for all eligible models if orders are locked by November 30, 2025, covering tax differences for delayed deliveries [11] - Dongfeng Yipai offers cash subsidies for orders locked by November 30, 2025, applicable to specific models [13] - Changan announces a subsidy for all eligible models with orders locked by November 30, 2025 [13] - Haval's M817 model provides a subsidy for orders locked by November 30, 2025, with a maximum of 15,000 yuan [15] Market Dynamics and Implications - The impending tax policy change has triggered automakers to adopt subsidy policies to mitigate the risk of losing customers who may delay purchases due to increased costs [16] - The long delivery cycles for popular new energy vehicles exacerbate the issue, leading to potential order losses if customers face tax liabilities due to delayed deliveries [16] - The subsidy policies are not merely promotional tactics but are seen as trust-building contracts between brands and consumers, enhancing brand loyalty and competitive advantage in a rationalizing market [16] - Companies that prioritize customer interests through these policies are likely to gain a competitive edge in the evolving market landscape [16]

Group 1 - The core viewpoint of the news is the emphasis on boosting consumption in China, with a focus on improving public service spending and enhancing consumer protection [1] - The 15th Five-Year Plan suggests implementing special actions to stimulate consumption and removing unreasonable restrictions on automotive and housing consumption [1] - The plan aims to cultivate international consumer center cities and expand inbound consumption, alongside increasing government funding for livelihood security [1] Group 2 - The Ministry of Commerce announced a significant agreement between China and ASEAN to consider each other's standards in the formulation of their own, particularly in the fields of new energy vehicles and electronics [2][3] - This cooperation is expected to facilitate regional market expansion and promote the construction of a unified regional market [2] Group 3 - Shenzhen's automotive replacement subsidy policy will cease after reaching its budget limit, with qualifications for the subsidy ending on October 28, 2025 [4] - The cessation of this policy reflects a broader trend of tightening subsidies in the automotive sector [5] Group 4 - Aion's new model, the Aion UT super, is set to launch on JD.com, targeting the 100,000 yuan market segment, with a focus on collaboration with JD and CATL for enhanced user insights and battery technology [6] - The model is expected to leverage the strengths of each partner to create a competitive offering in the market [6] Group 5 - WeRide is planning to issue 88.25 million shares in its upcoming Hong Kong IPO, with a maximum price of 35 HKD per share, and trading expected to commence on November 6 [8] - This move indicates strong market interest in autonomous driving technology companies [9] Group 6 - The European automotive market saw an 11% increase in sales in September, with a total of 1.24 million vehicles sold, while BYD's registrations surged by 272% in the EU [13] - Conversely, Tesla's new car registrations in the EU dropped by 19%, highlighting a shift in market dynamics [13] Group 7 - Japanese automakers reported mixed results for the first half of 2025, with four companies affected by high U.S. tariffs, leading to decreased sales in the U.S. market [13][14] - The overall global sales for the eight major Japanese manufacturers remained stable at approximately 11.99758 million units [13]

Core Viewpoint - The newly launched ZEEKR 7X positions itself as a luxury family SUV, offering three configurations with competitive pricing and advanced features aimed at enhancing user experience and safety [1][2]. Group 1: Product Launch and Pricing - The ZEEKR 7X has been officially launched with three configurations: 75-degree rear-wheel drive Max version priced at 229,800 yuan, 103-degree rear-wheel drive Max version at 249,800 yuan, and 103-degree four-wheel drive Ultra version at 269,800 yuan. Limited-time prices after trade-in are 219,800 yuan, 239,800 yuan, and 259,800 yuan respectively [1]. - The ZEEKR 7X has become the sales champion for pure electric SUVs priced above 200,000 yuan in China and has expanded to over 20 countries within five months, gaining recognition from 100,000 global families [2]. Group 2: Space and Comfort Features - The ZEEKR 7X features an 83.34% room utilization rate, with a rear legroom of 1187mm and a trunk space of 905L, along with 40 storage compartments [2]. - The second-row seats are equipped with movable sliding tracks and can open to nearly 90 degrees. New features include graphene heating and thermal therapy in the rear [2]. Group 3: Performance and Battery Technology - The ZEEKR 7X is equipped with a 900V motor, control, and thermal management system. The 75kWh battery version can increase its range by 425km with a 10-minute charge, while the 103kWh version achieves a peak charging power of 620kW, with a maximum range of 802km under CLTC conditions [3]. - The four-wheel drive model features a high-performance silicon carbide electric drive system with a peak power of 585kW and a maximum torque of 812N·m, achieving 0-100km/h in as fast as 2.98 seconds [3]. Group 4: Safety and Advanced Technology - The ZEEKR 7X includes 10 safety technologies, such as a reinforced body structure and advanced active safety systems capable of recognizing obstacles and stopping at speeds up to 130km/h [3]. - It is equipped with the Thor-U auxiliary driving chip, laser radar, and the H7 driving assistance system, which incorporates various high-level driving assistance features [4]. The intelligent cockpit includes a 36.21-inch AR-HUD and a 16-inch 3.5K Mini-LED central control screen [4].

吉利汽车集团高级副总裁、极氪科技副总裁林杰在发布会上表示："极氪车型的每一次进阶，都来源于 用户，更因为用户而变得更好。焕新极氪7X不仅仅是一台车，更是用户身边的一位靠谱的家人，顾 家，也悦己，让全家都满意"。 10月28日，焕新极氪7X正式上市。新车共推75度后驱Max版、103度后驱Max版、103度四驱Ultra版三款 配置版型，官方零售价分别为229,800元、249,800元和269,800元。超级置换权益后限时售价分别为 219,800元、239,800元和259,800元。 从行业来看，有汽车专家分析认为，2025年以来，纯电SUV市场竞争格局呈现技术驱动下的分化趋势， 不同价位段车型通过核心技术创新实现突围。未来随着智驾系统、固态电池等技术的突破，有望进一步 重塑竞争格局，用户需求从参数比拼转向生活场景适配。 当下，主流纯电SUV普遍同质化。极氪7X选择坚持原创的纯正SUV造型。公司方面表示，和其它纯电 SUV不一样的是，极氪7X既以"媲美越野SUV的动力和通过性"给了每个家庭用户"可城可野"信心，同时 还打消了家庭用户最关心的安全顾虑。 焕新极氪7X带来10项安全黑科技，其中包括6项行业首发 ...

Core Points - Zeekr Automotive officially announced the launch event for the refreshed Zeekr 7X, scheduled for October 28 at 15:00 [1] Vehicle Specifications - The Zeekr 7X is built on the SEA architecture, measuring 4825mm in length and featuring an extended wheelbase of 2925mm [1] - It includes the only rear seats in its class with sliding tracks and offers 40 storage spaces, including a 905L trunk and a 62L front trunk, accommodating large items like strollers and camping gear [1] Comfort Features - Standard comfort features include graphene heated rear seats, electric reclining seats, a 355mm integrated electric leg rest, electric sunshades, and a 6-inch central armrest smart screen [1] - Optional features include a refrigerator with a temperature range of -6℃ to 50℃ and a 13-inch OLED rear entertainment screen [1] Performance and Charging - The vehicle offers both rear-wheel drive and all-wheel drive versions, with the former equipped with a 370kW rear motor achieving 0-100 km/h in 5.4/5.1 seconds, and the latter featuring dual motors with a total power of 585kW, achieving 0-100 km/h in 2.98 seconds [1] - All models are upgraded to a full-stack 900V high-voltage architecture, allowing for charging from 10% to 80% in just 10 minutes [1]

Core Viewpoint - Zeekr (ZK.US) has seen a pre-market increase of 2.14% to $29.17, driven by the announcement of the pre-sale for the updated Zeekr 7X SUV, which offers significant pre-sale benefits [1] Group 1: Product Launch - The updated Zeekr 7X is officially available for pre-sale, with a promotional offer of 2,000 yuan off a purchase of 7,000 yuan [1] - The official launch date for the updated Zeekr 7X is set for October 28 [1] - The updated model will continue to offer three versions: a rear-wheel drive Max version with a 75 kWh battery, a rear-wheel drive Max version with a 103 kWh battery, and an all-wheel drive Ultra version with a 103 kWh battery [1] Group 2: Stock Performance - The closing price on October 17 was $28.56, with a pre-market price of $29.17 reflecting a gain of $0.61 [1] - The stock has a total market capitalization of $7.316 billion and a total share count of 256 million [1] - The stock's 52-week high is $33.319, while the 52-week low is $17.910 [1]