找不到门把手，上不来也下不去……打车遇上隐藏式门把手的乘客一定经历过"不会开车门"的尴尬时 刻。日前，工业和信息化部就《汽车车门把手安全技术要求》强制性国家标准公开征求意见。该标准有 望全面规范车门把手产品性能，提升车门把手产品安全水平。 随着汽车电动化和智能化的快速发展，近年来隐藏式车门把手凭借美观、科技感强等优势被广泛应用， 市场上车门把手产品的操作方式和结构型式日趋多样。从半隐藏式到外伸隐藏式、内缩隐藏式、手动按 压隐藏式，甚至还有全隐藏无门把手式，"100款新能源汽车，就有100种开门方式"。车企设计师们似乎 力求在车门把手上"卷"出新高度。 事实上，隐藏式门把手原本用在赛车上，是用来降低风阻系数。比如，1952年奔驰300SL就采用了这样 的设计。赛车追求速度，对风阻系数要求高，采用这种设计可以理解。2012年特斯拉Model S刚亮相 时，自动伸缩的门把手给整个汽车界带来巨大震撼。在那个绝大多数汽车还使用传统外露式门把手的年 代，隐藏式门把手不仅使车辆外观更加简洁、更具备流线型美感，还能降低风阻，提高车辆能效表现， 因而成为众多新能源车企彰显产品"高级感"的重要设计。 同时，明确了车门把手的释放方 ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美国政府关门后美股仍盘中转涨，标普和道指齐创新高，辉瑞涨近7%，礼来涨超8%，默沙东涨超7%领涨道指；特斯拉涨超3%，英伟达盘初跌超1%后转 涨，继续收创新高，英特尔涨超7%。泛欧股指四连涨，时隔七个月再创历史新高。英股连创新高。 ADP强化降息预期，美债收益率创近两周新低，美元指数创一周新低。 黄金连续三日创盘中历史新高，白银盘中反弹近3%，创十四年新高，伦铜反弹超1%，逼近逾一年高位。原油三连跌至五个月新低，盘中跌超1%。 《付鹏说·第六季》全面升级！付鹏带你前瞻全球大类资产交易性机会！立即订阅>> 要闻 "沪六条"房产新政实施一月有余：9月成交环比增8%、同比增24%。 七年来首次，美国政府正式"关门"。美参议院再度否决两党临时拨款议案，万斯警告关门持续就将裁员。 美国最高法院拒绝特朗普立即罢免美联储理事库克，明年1月审理解雇案。 欧美股市：标普500涨幅0.34%，报6711.20点。道指涨幅0.09%，报46441.10点。纳指涨幅0.42%，报22755.157点。欧洲STOXX 600指数收涨1.15%，报564. ...

Core Viewpoint - The article discusses the current state of asset revaluation, highlighting macroeconomic improvements, asset pricing recovery, and the strengthening trend of the AI industry as key characteristics since September 2024. It also provides insights into the performance of various indices and the implications for equity markets moving forward [1][2]. Macroeconomic Constraints - Asset pricing has begun to reflect nominal growth performance, with the compound annual growth rate (CAGR) of the Wind All A Index at 3.1% by the end of 2024, which is lower than the nominal GDP growth rate during the same period [2]. - Short-term growth is showing signs of slowdown, with fixed asset investment declining rapidly, leading to increased growth pressure. Additionally, geopolitical factors, such as new tariffs announced by the U.S., are contributing to this environment [2]. - The market is currently focused on technology sectors, which are globally interconnected, meaning adjustments in overseas assets could cause disturbances in the domestic market [2]. Supporting Factors - New short-term growth policies are emerging, including a 500 billion yuan policy financial tool expected to stimulate project initiation in early Q4 [3]. - The upcoming Fourth Plenary Session in October will clarify the central government's suggestions for the 14th Five-Year Plan, potentially leading to policy benefits in various sectors [3]. - The first year of the 14th Five-Year Plan in 2025 may see local investments compensating for fixed asset investment shortfalls, aiding in economic rebalancing [3]. Market Dynamics - The article notes that the asset rotation index is on the rise, with new pricing clues emerging from concerns over high valuations in U.S. stocks, interest rate cut divergences, and global supply chain disturbances [4][5]. - The U.S. stock market has shown weakness compared to European and Japanese markets, with significant declines in major indices like the Nasdaq and S&P 500 [5]. - Commodity prices are influenced by supply-demand dynamics, with notable increases in oil and copper prices due to geopolitical risks and supply disruptions [6][7]. Economic Indicators - The U.S. GDP for Q2 was revised up to 3.8%, indicating resilience despite signs of economic cooling. Service consumption was a significant contributor to this growth [12][13]. - The Federal Reserve's comments on high stock valuations and the labor market's weakening signals suggest a cautious outlook for future economic policies [15][16]. - Domestic economic indicators show a mixed picture, with production and demand signals indicating a need for careful monitoring of growth trends [19][20]. Industry Developments - The construction sector is seeing improvements in funding rates for housing projects, while non-housing projects continue to show positive trends [22]. - The Chinese government has set ambitious targets for renewable energy and emissions reductions, indicating a shift towards sustainable development [24][25]. - The Ministry of Industry and Information Technology has outlined growth plans for key industries, including steel and petrochemicals, with specific annual growth targets [26][27].

Market Overview - The US PCE inflation data met expectations, providing the Federal Reserve with enough room to respond to a cooling labor market [2] - US stocks rebounded on Friday, ending a three-day decline, with all sectors of the S&P 500 closing higher, led by consumer discretionary and materials [2] - Major tech stocks saw strong rebounds, with Tesla rising over 4% and Boeing up 3.62% due to the FAA easing delivery restrictions on the 737 MAX [2] - The Asian market saw a decline, with the ChiNext index dropping over 2% and Xiaomi falling 8% [2] Key Economic Indicators - The US core PCE price index rose 0.2% month-on-month in August, aligning with expectations, while consumer spending increased for three consecutive months [4][8] - The US dollar fell nearly 0.4% after the inflation data, although it still recorded a weekly gain of 0.54% [2] - The 10-year US Treasury yield rose by 1.16 basis points, while the 2-year yield fell by 1.43 basis points [2] Corporate Developments - The People's Bank of China emphasized the need for a moderately loose monetary policy and better utilization of financial tools to support economic stability [4][8] - The State-owned Assets Supervision and Administration Commission held a meeting to address the economic operations of state-owned enterprises, focusing on resisting "involution" competition [4][8] - Nvidia's CEO Huang Renxun expressed regret for not investing in OpenAI earlier, predicting that AI-driven revenue could grow from $100 billion to $1 trillion in the next five years [11][12] Industry News - The FDA is expected to gradually ease delivery restrictions for Boeing's 737 MAX, potentially increasing production rates [20] - The first domestic GPU company, Moore Threads, successfully passed its IPO application, with revenue exceeding the past three years combined [11][12] - Ideal Auto launched its new electric SUV, the Ideal i6, starting at 249,800 yuan, featuring a range of 720 kilometers [14]

Group 1: Economic Overview - The U.S. economy is showing strong growth driven by consumer spending, with a projected GDP growth rate of 3.3% for Q3, significantly higher than the previous half-year average [14][26] - However, employment figures are declining, with an average of only 27,000 new jobs added from May to August, leading to a rise in the unemployment rate to 4.3% [16][19] - The divergence between strong economic performance and weak employment is attributed to structural factors and the lag in hiring adjustments by companies [21][22] Group 2: Monetary Policy - The Federal Reserve has restarted its rate-cutting cycle, lowering the policy rate by 25 basis points to a range of 4.0-4.25% [16][26] - The dual monetary and fiscal easing is expected to support economic resilience, although inflationary pressures remain a concern [32][26] - The Fed's cautious approach to further rate cuts is influenced by the need to balance employment and inflation risks [32][26] Group 3: International Economic Context - The European Central Bank and the Bank of Japan have maintained their interest rates, with the ECB indicating no immediate need for further cuts [36][46] - The Eurozone is experiencing a mixed economic recovery, with manufacturing underperforming while services remain stable [36][37] - Japan's central bank is showing signs of potential policy normalization, with discussions around interest rate hikes becoming more prominent [46][47] Group 4: Asset Allocation Recommendations - The investment strategy suggests maintaining a balanced allocation in equities, particularly in sectors like technology and consumer goods, while being cautious of high valuations [49][50] - Fixed income investments are recommended to focus on short to medium-term bonds due to the uncertain long-term interest rate outlook [56][57] - Gold is expected to continue its bullish trend, supported by the Fed's rate cuts and ongoing central bank purchases [71][72] Group 5: Market Trends - The U.S. stock market is projected to continue its upward trend, driven by strong corporate earnings, particularly in the technology sector [49][50] - The bond market is expected to experience a steepening yield curve, with short-term rates declining while long-term rates remain under pressure [56][58] - Currency markets are anticipated to see the U.S. dollar maintain a range-bound trading pattern, influenced by the Fed's monetary policy and global economic conditions [62][63]

全隐藏式门把手常被吐槽"看不见、摸不着、打不开"，如今将退出汽车市场。 9月24日，工信部官网发布《汽车车门把手安全技术要求（征求意见稿）》（下称《征求意见稿》），向社会公开征求意见。《征求意见稿》对车门把手 的技术要求与试验方法作出详细规定，并明确要求：每个车门都必须配备带有机械释放功能的车门外把手，并为其预留明确的操作空间。 《征求意见稿》编制说明特别提到，为应对电动隐藏式车门把手新技术、新安全需求，进一步规范和提升车门把手安全性，筑牢汽车安全底线，组织开展 了门把手标准的制定工作。 这意味着，已广泛流行的"全隐藏式"门把手设计将走向终结。从一度被追捧为智能符号、美感标志，到如今出清市场，"全隐藏式"门把手的这一遭遇转变 折射出设计演进与安全底线的深层博弈。 △时代周报记者AI制图 太阳底下无新事，隐藏式门把手也是如此。早在1950年代，它就已被应用于赛车。在分秒必争的赛道，降低风阻、优化空气动力学性能至关重要，隐藏式 门把手正是出于对赛车性能的极致追求。 本文来自微信公众号：时代周报 （ID：timeweekly），作者：刘学，原文标题：《看上去很美，用起来很难！汽车全隐藏式门把手终于要被禁了》，头图 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) in China has proposed a draft regulation that mandates the inclusion of mechanical release door handles in vehicles, signaling the end of the fully hidden door handle design due to safety concerns [1][4]. Group 1: Regulatory Changes - The draft regulation requires each car door to be equipped with a mechanical release door handle and specifies the need for clear operational space [1]. - The regulation aims to enhance the safety of door handles in response to new technologies and safety demands in the automotive industry [1][4]. Group 2: Historical Context and Design Evolution - Fully hidden door handles were initially popularized in the 1950s for their aerodynamic benefits in racing, but their functional value has diminished in modern electric vehicles [3]. - The design was once seen as a symbol of technological advancement and identity, particularly in models like the Tesla Model S, but has now raised significant safety concerns [3][4]. Group 3: Safety Concerns - Reports indicate a threefold increase in rescue delays due to door handle issues since 2020, with 90% of these incidents involving hidden designs [4]. - Testing shows that vehicles with electronic door handles have a significantly lower success rate (67%) in door operation after side collisions compared to mechanical handles (98%) [4]. Group 4: Industry Trends - The shift back to mechanical door handles reflects a broader trend in the automotive industry where safety and reliability are prioritized over aesthetic design [4][5]. - The article draws parallels with the aviation industry, where mechanical systems are retained for safety even in advanced electronic systems, suggesting a similar approach may benefit automotive design [5].

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].

Group 1 - Xiaomi announced a recall of 117,000 SU7 vehicles to enhance the reliability of its assisted driving features, following a defect investigation initiated by the State Administration for Market Regulation [2] - The recall is categorized as a safety defect and is not a voluntary action by Xiaomi, indicating a response to regulatory scrutiny [2] - The automotive recall landscape has seen increased attention this year, particularly in the assisted driving sector, with notable cases from Tesla and Xiaomi highlighting safety concerns in extreme scenarios [2][7] Group 2 - In the first half of the year, China conducted 87 automotive recalls affecting 5.2806 million vehicles, showing a decrease in recall frequency but an increase in the number of vehicles recalled by over one million [3] - Traditional fuel vehicles accounted for 56 recalls involving 3.7516 million units, while new energy vehicles had 48 recalls affecting 1.529 million units, indicating a shift in recall dynamics [4] - Steering system defects were the most common cause of recalls, affecting 2.2403 million vehicles, emphasizing the need for improved quality control in this area [4] Group 3 - The recall data indicates that joint venture brands are the primary contributors to recalls, while domestic brands have seen a significant decline in both the number and frequency of recalls [5] - The rise in recalls for new energy vehicles is attributed to software and electronic architecture issues rather than mechanical failures, with assisted driving function failures being a significant concern [7][8] - Over 1 million new energy vehicles were recalled in the first half of 2023, with recalls related to assisted driving systems becoming a focal point for the industry [7] Group 4 - Over-the-air (OTA) updates have emerged as a new mainstream method for implementing recalls, with 5 OTA recall events affecting 1.6675 million vehicles reported in 2025 [10][11] - Recent policies aim to strengthen the management of automotive product quality and safety, emphasizing the importance of thorough testing and validation of OTA updates [12][13] - The automotive recall system is designed to enhance consumer trust and safety by ensuring manufacturers can quickly identify and rectify product defects [13][14]

Core Viewpoint - The article discusses the evolution of the automotive industry through the lens of the Fremont factory in California, highlighting its transformation from a General Motors plant to a successful facility under Toyota and later Tesla, emphasizing the significance of lean manufacturing principles in this evolution [1][2]. Group 1: Historical Context - The Fremont factory was initially part of General Motors, which dominated the U.S. automotive market in the 1960s to 1980s, producing one out of every two cars sold in the U.S. [1] - After a decline in market share, General Motors partnered with Toyota to create the New United Motor Manufacturing, Inc. (NUMMI), which revitalized the factory and produced 8 million high-quality vehicles over 25 years [1]. Group 2: Lean Manufacturing Principles - Lean manufacturing, introduced by Toyota, combines the flexibility and quality of handcrafted production with the low costs of mass production, marking a significant shift in manufacturing practices [2]. - The core of lean production is Just In Time (JIT) manufacturing, which aims to eliminate waste by ensuring that components arrive exactly when needed, thus avoiding excess labor and time [4][5]. Group 3: Supply Chain Innovations - Toyota's approach involved restructuring the supply chain by organizing suppliers into different tiers, allowing for more efficient and responsive production processes [6]. - The shift from a push-based to a pull-based production system, where production is driven by actual demand rather than forecasts, exemplifies the lean logic [7]. Group 4: Human-Centric Production - Lean manufacturing emphasizes the importance of human involvement in the production process, allowing workers to halt production to address issues, which contrasts with traditional mass production practices [8][10]. - The concept of "jidoka" or "automation with a human touch" highlights the need for workers to not only operate machines but also to identify and solve problems [10]. Group 5: Global Impact and Evolution - By the 1990s, the principles of lean manufacturing had been adopted widely, leading to a significant increase in Japan's share of the global automotive market [11][12]. - The term "lean" was coined to describe this efficient production system, which required significantly fewer resources compared to traditional manufacturing methods [12]. Group 6: Future Directions - The article suggests that the automotive industry is on the brink of a new management paradigm, potentially influenced by the integration of Eastern and Western methodologies, emphasizing system optimization and rapid iteration [21]. - Tesla's innovative approaches, such as integrated casting technology, represent a new generation of lean thinking, further streamlining production processes [19][20].