加入轩辕同学 ， 成就新汽车人! 01 总有人不相信这个世界变化如此快！ —— 何小鹏 小鹏汽车董事长兼CEO 11月6日，何小鹏在发布一条证明自己的IRON机器人不是真人的视频中如此表示。 撰 文 | 莫 莉 编 辑 | 张 南 设 计 | 甄 尤美 一头是人形机器人在灯光下走猫步，创始人当场剪"皮肤"证明不是真人；一头是法院里，法务 当庭说出"老板不懂结构"这样的话。 2025年11月，中国汽车界的声音似乎越来越有意思。 《汽车商业评论》照例选取十条声音，这些声音事关安全标准、个人荣誉、供应链布局、组织 管理、全球化等，一些问题还在暴露，一些共识正在形成。 此前一天，2025小鹏科技日活动上，小鹏全新一代IRON人形机器人亮相。当晚现场走秀环节， 机器人以接近真人模特的姿态走猫步，不少观众直呼"太像人了"。 很快，"里面是不是藏了真人""连耳朵都有，肯定假的"……各种质疑声冲上热搜。 为此，小鹏不得不拍摄一镜到底的视频，在机器人IRON通电运行状态下，拉开后背拉链，展示 内部并重走猫步，以证实绝无真人参与，并当场剪开其腿部覆盖件，公开展示内部的机械结 构。 视频中，何小鹏说："希望这是最后一次证明IRON ...

Group 1 - The Hong Kong fire in Tai Po has resulted in 40 fatalities and 45 injuries, leading to the arrest of three company executives for suspected manslaughter [2] - The Chinese embassy in Cambodia confirmed the successful rescue of a missing Chinese citizen, urging citizens to be cautious of job scams [3] - Japan's tourism industry is facing a significant downturn due to a sharp decline in Chinese tourist bookings, with potential losses estimated at nearly 1.8 trillion yen [4] Group 2 - Beijing has launched a three-month campaign to combat online financial fraud and illegal activities in the financial sector, focusing on six major issues [5] - A wilderness survival competition in Yunnan was canceled due to ongoing low temperatures posing safety risks to participants [6][7] - The Jiangsu Consumer Protection Committee has urged ten airlines to rectify issues related to seat locking practices that infringe on consumer rights [11] Group 3 - Xiaomi has recruited a former Tesla Optimus team member to lead its robotics team, focusing on the development of dexterous robotic hands [12] - OpenAI projects that its ChatGPT subscription user base will exceed 220 million within five years, potentially generating annual revenues close to $200 billion [13] - ByteDance has denied media reports claiming that its Tomato series business will exceed 60 billion yuan in revenue this year [20][21] Group 4 - Tesla has reaffirmed that over 95% of parts for its Model 3 and refreshed Model Y are sourced from China, emphasizing the importance of its Shanghai Gigafactory [18][19] - The West China University Hospital has addressed concerns regarding a patient's treatment, detailing the medical costs and compliance with procurement regulations [28][31][33] - Bain Capital predicts that the humanoid robot industry will enter a golden development period over the next decade, with potential market growth to $1.2 trillion by 2035 [47][49]

据了解，特斯拉上海超级工厂生产的Model 3和焕新Model Y的国产化率已经超过95%。这意味着，用户 买到的每一辆Model 3和焕新Model Y上，超过95%的零件都产自中国。 （文章来源：中国经营报） 基于这一全球统一的供应商选择逻辑，特斯拉在华供应链布局始终深耕不辍。陶琳还表示："咱们国内 消费者可以用全球最低的价格买到Model 3/Y，可要归功于上海超级工厂的'中国智造'。很骄傲能和中 国本土的400多家供应链伙伴们一起，追求最好的品质、最高的效率和最优的成本，为（中国）国内、 亚太和欧洲市场的数百万用户打造最棒的产品；也很荣幸我们已经把其中60多家供应商引入特斯拉的全 球采购体系，助力大家走向更广阔的世界舞台。" "无论是美国、中国还是欧洲，特斯拉全球各生产基地的供应商选择都采用同样严格、客观的标准，完 全基于质量、总成本、技术能力成熟度以及长期供货连续性。供应商的原产国或地理来源不构成排除性 标准。"11月26日，特斯拉公司副总裁陶琳在微博如是发文道。 ...

Core Viewpoint - General Motors (GM) is accelerating its supply chain localization strategy in North America, moving away from reliance on Chinese suppliers, while maintaining a strong local production system in China [3][4]. Group 1: General Motors' Strategy - GM's overall strategy emphasizes "local production, local procurement," aiming to build a resilient supply chain that is not specific to any country or region [3]. - Since 2021, GM has been implementing a global strategy of local procurement and nearshore outsourcing, particularly in response to tariff avoidance measures [4]. - In addition to North America, GM is applying similar localization strategies in other global markets, including China and South America, achieving a high level of localization in its supply chain and manufacturing systems [4]. Group 2: SAIC-GM's Localization in China - SAIC-GM has achieved over 99% localization in its parts supply chain and domestic production system, with local teams leading the product definition and core component development for new models [4]. - Starting in 2025, new models from SAIC-GM will be fully defined around Chinese customer needs, with all digital functionalities developed by local software and digital centers [5]. Group 3: New Product Launches - The Buick high-end electric sub-brand "Zhijing" represents SAIC-GM's high level of localization, with its second model "Shijia" unveiled at the Guangzhou Auto Show, featuring a hybrid powertrain and advanced digital capabilities [6]. - The "Shijia" model boasts a pure electric range of 224 km and a comprehensive range of 1320 km, with a 0-100 km/h acceleration time of 5.8 seconds [6]. Group 4: Tesla's Supply Chain Dynamics - Tesla has not officially responded to reports requiring suppliers to avoid using Chinese-made parts in vehicles produced in the U.S., but it is expected that this will not impact Tesla's Shanghai Gigafactory [6]. - Over 95% of parts for the Model 3 and refreshed Model Y produced at the Shanghai factory are sourced locally from China [6]. - Chinese suppliers are increasingly providing parts for Tesla's global factories, with over 400 Chinese suppliers collaborating with Tesla's Shanghai factory, and more than 60 of them integrated into Tesla's global procurement system [7].

Core Viewpoint - General Motors (GM) is implementing a localized procurement strategy in North America that does not affect its joint venture with SAIC-GM in China, focusing on building a resilient supply chain globally [1][2]. Group 1: General Motors' Strategy - GM's overall strategy emphasizes "producing where it sells," which is part of a broader supply chain resilience initiative that has been in place since 2021 [1]. - The company is pursuing local procurement and nearshore outsourcing to enhance supply chain resilience, particularly in light of current tariff evasion measures [1]. - GM's localized procurement strategy is also being applied in other regions, including China and South America, where local manufacturing is prioritized [1]. Group 2: SAIC-GM's Operations - SAIC-GM's new vehicle product definitions, electronic architecture, and core component development are led by local teams, achieving over 99% localization in its supply chain and production [1]. - Starting in 2025, SAIC-GM will fully lead the product definition of new models, focusing entirely on the needs of Chinese customers [2]. - All digital functionalities for SAIC-GM's models will be developed by its local software and digital center, enhancing its capabilities in smart technology [2]. Group 3: New Product Launches - The Buick high-end electric sub-brand "Zhijing" represents SAIC-GM's commitment to localization, with its second model "Shijia" unveiled at the Guangzhou Auto Show [3]. - The "Shijia" model features a hybrid powertrain, with a pure electric range of 224 km and a combined range of 1320 km, showcasing advanced performance metrics [3]. - SAIC-GM collaborates with local suppliers like Momenta to develop intelligent driving systems, positioning itself competitively in the smart driving sector [3]. Group 4: Tesla's Supply Chain Dynamics - Tesla has not officially responded to reports about requiring suppliers to avoid using Chinese-made parts in vehicles produced in the U.S., but this is not expected to impact its Shanghai Gigafactory [3]. - The Shanghai factory primarily uses locally sourced components, with over 95% of parts for the Model 3 and refreshed Model Y produced in China [3]. - Chinese suppliers are increasingly contributing to Tesla's global supply chain, with over 400 partners in Shanghai, of which more than 60 have been integrated into Tesla's global procurement system [4].

Group 1 - Tesla has requested to eliminate Chinese components from its vehicles manufactured in the US, aiming to complete this transition within two years due to geopolitical tensions and previous tariff impacts [5][6]. - The CEO of Xiaomi, Lei Jun, responded to criticisms regarding the safety of their vehicles, emphasizing that safety is a fundamental priority alongside aesthetics [11]. - During the Double 11 shopping festival, Fliggy reported a 30% increase in gross merchandise volume (GMV) compared to the previous year, with significant growth in user participation and transaction numbers [13]. Group 2 - Leap Motor's founder announced that the company has achieved its 2025 sales target of 500,000 vehicles ahead of schedule and aims to reach 1 million sales in 2026 [17]. - Apple CEO Tim Cook may resign as early as next year, with the company actively searching for a successor, potentially signaling significant management changes [36][37]. - Nokia plans to close its Munich R&D center by 2030, resulting in over 700 job cuts, as part of a global strategy to focus investments on key sustainable hubs [38][39]. Group 3 - Jaguar Land Rover reported a direct loss of £196 million due to a cyberattack that disrupted production and affected thousands of employees [41][42]. - Kuka, a German robotics manufacturer, announced an increase in layoffs to 560 positions due to a significant drop in orders, primarily driven by a slowdown in the automotive sector [45][46]. - Samsung has announced a 60% price increase for certain memory chips, which is expected to lead to higher prices for consumer electronics, including smartphones and PCs [46][47].

Group 1 - A significant number of unapproved power banks without "3C certification" have been intercepted at airports, leading to a surge of these products being sold on second-hand platforms at low prices ranging from 15 to 30 yuan [6] - The Civil Aviation Administration of China issued a notice prohibiting passengers from carrying power banks without clear 3C certification starting June 28, emphasizing the need for proper disposal and storage procedures for travelers [6] - Anker has introduced a new recall solution for power banks, allowing users to soak the devices in saltwater for 24 hours to receive compensation, amid ongoing investigations into the safety of their products [8][11] Group 2 - Hangzhou Deshi Biotechnology Co., Ltd. has submitted an IPO application to the Hong Kong Stock Exchange, with Huatai International as the exclusive sponsor [3] - Shanghai Jinjiang International Hotel Co., Ltd. has also filed for an IPO with Dongfang Securities International as the exclusive sponsor [4] - The maternal and infant e-commerce platform Haipaike has submitted its IPO documents to the Hong Kong Stock Exchange [5] Group 3 - Xiaomi responded to concerns regarding the YU7 model's brake catching fire during track testing, clarifying that the incident occurred due to extreme conditions and urging caution for unmodified vehicles [9][14] - Bubble Mart has faced complaints about delayed shipments of collectible products, attributed to a surge in orders during the "618" shopping festival, with an apology issued for the delays [8][10] Group 4 - Buffett announced a donation of $6 billion worth of Berkshire Hathaway stock to various charitable organizations, bringing his total donations to over $60 billion [12] - PwC is set to lay off 175 junior auditors as part of its restructuring efforts [12] Group 5 - The Italian air traffic control faced a data transmission failure, leading to the suspension of over 300 flights in the northwest region, which was later resolved [12] - Germany has requested Apple and Google to remove the DeepSeek application from their stores due to data security concerns [15]

Core Insights - Tesla officially launched its Robotaxi service in Austin, Texas, on June 22, with around 10 updated Model Y vehicles deployed for passenger transport [1][2] - The service allows invited users to call Robotaxis via a new app, with a fixed fare of $4.20 per ride, operating from 6 AM to midnight [2] Group 1 - Tesla CEO Elon Musk celebrated the launch as a culmination of ten years of hard work by the team, highlighting the internal development of AI chips and software [2] - The Robotaxi service utilizes only cameras and neural networks for its autonomous driving technology, without the use of lidar [2] - The first passenger experience was shared on social media, emphasizing the revolutionary nature of the service and the affordability of the vehicle priced at approximately $38,000 [2] Group 2 - Musk envisions the Robotaxi industry as a combination of Airbnb and Uber, allowing Tesla owners to share their vehicles and earn income [2] - Vehicle owners can flexibly join or leave the Robotaxi network through the app, with the potential for significant revenue generation for Tesla, described by Musk as a "trillion-dollar opportunity" [2]

Group 1 - Wahaha bottled water is reportedly produced by Jinmailang, leading to consumer confusion, but Wahaha's customer service assures that all products from legitimate channels meet quality standards [1] - Japanese restaurant chain SASAYA issued an apology after a location displayed a sign prohibiting Chinese customers, clarifying that the sign was unauthorized and emphasizing their commitment to serve all customers equally [3] - Two Chinese students in Malaysia staged a fake kidnapping to extort 5 million yuan from their parents, leading to their arrest [4] Group 2 - The parent company of Manus, Butterfly Effect, denied reports of planning a $100 million financing round at a $1.5 billion valuation, stating that the information is false and the team is focused on product development [6] - Nvidia's CEO Jensen Huang's compensation for the fiscal year 2025 increased by 46% to nearly $50 million, primarily due to a significant rise in stock awards [8] - BYD's news office responded to criticisms regarding the design of their gear shift, labeling the negative comments as typical "black public relations" tactics [9][10] Group 3 - Neta Auto denied bankruptcy rumors, clarifying that a third-party advertising company filed for bankruptcy, while the company itself is not pursuing such actions but is facing difficulties and seeking solutions [11] - Shenzhen Metro Group plans to lend Vanke up to 1.552 billion yuan to repay bond principal and interest, with the loan rate based on the LPR minus 76 basis points [11] - Ferrari's CEO stated that the brand focuses on driving experience rather than excessive technology in vehicles, emphasizing that Ferrari is not meant to be a mobile entertainment center [12] Group 4 - Tesla's Shanghai Gigafactory exported nearly 30,000 Model 3 and Model Y vehicles in April, marking a record high for monthly exports in the past year, with significant growth in sales in the South Korean market [15] - Goldman Sachs was fined $1.45 million for failing to accurately report billions of stock market transactions, as per U.S. regulatory authorities [16] - A steel company in Jiangsu was found to have a majority of its quality inspection department involved in falsifying test results, leading to significant financial losses for the company [17][19] Group 5 - Tesla's VP Tao Lin announced that the refreshed Model Y has begun deliveries in multiple markets across the Asia-Pacific region, including Hong Kong, the Philippines, Japan, Australia, Singapore, and South Korea [20][21] - Elon Musk predicted that the number of humanoid robots could eventually reach hundreds of billions, suggesting that everyone may desire their own personal robot [22]

Core Insights - The Chinese automotive industry has achieved a historic milestone with both production and sales exceeding 10 million units for the first time in history during the first four months of the year, marking a year-on-year growth of over 10% [1][2] - This achievement signifies a substantial shift from being a "follower" to becoming a "leader" in the automotive sector [2] Industry Performance - In the first four months, the production and sales of new energy vehicles (NEVs) reached 4.429 million and 4.3 million units respectively, reflecting year-on-year growth of 48.3% and 46.2%, with NEVs accounting for 42.7% of total new car sales [4] - Exports of automobiles totaled 1.937 million units, with NEV exports reaching 642,000 units, a year-on-year increase of 52.6% [4] Driving Factors - **Technology**: The concept of "technological equality" is reshaping the automotive market, with L2 level smart driving penetration expected to reach 57.3% in new passenger cars by 2024. The rapid application of new technologies in domestic NEV models is significantly enhancing vehicle performance and stimulating market demand [7][8] - **Policy**: The "Two New" policy, which includes large-scale equipment updates and trade-in incentives, is crucial for boosting domestic automotive consumption. Predictions indicate that this policy could lead to over 6.5 million vehicle updates in 2024 [9] Regional Developments - The automotive industry is reshaping regional competitiveness, with cities like Chongqing leveraging automotive growth to enhance their economic standing, while Anhui has surpassed Guangdong in production volume, producing 761,700 vehicles in the first quarter, with NEVs increasing by 83% [10][12] - The competitive landscape is evolving, with government measures aimed at reducing "involution" among domestic automakers to promote healthy industry development [13]