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2026开年第一枪:零跑A10提前锁定年轻家庭市场爆款
3 6 Ke· 2026-02-27 13:43
如何打造全球化品质? 过去这两年,如果你想买一台10万级的新能源SUV,可能最大的感受是:选择很多,但一眼看去好像都 差不多。续航够用、空间不小、配置也算齐全。 这是由于,这个价位的主流逻辑,一直是"够用就好"。至于智能化、平台效率这些东西,总觉得那是更 贵的车才需要考虑的事。所以很多人看车时往往会陷入一种纠结:为了控制预算,只能接受硬塑料内 饰、略显局促的空间和基础得不能再基础的配置,安慰自己"代步够用就行";可要是想要点质感、想要 智能体验,预算又得往上跳一跳,心里总觉得不太值。 但最近,情况开始变了。 一款10万级小车, 随着电动车技术越来越成熟,很多原本用在20万级以上车型的配置,开始悄悄"下沉"到10万级市场。这 也是零跑新车A10在做的事情。它不仅打响了2026年车市竞争的第一枪,也想打破这个价位"小车必局 促、便宜必低端、智能必缺席"的老印象。最近其内饰信息刚公开,从目前看到的内容来说,这台车不 只是简单满足日常代步,而是想做得更多。 那就是,成为年轻家庭真正的主力用车。 能力下沉,标准上移 随着10万级新能源SUV市场逐渐成熟,用户对这一级别车型的期待正在发生变化。过去以"入门代步"为 主的A ...
华尔街见闻早餐FM-Radio | 2026年2月27日
Hua Er Jie Jian Wen· 2026-02-26 23:26
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。 市场关注美伊谈判,原油波动剧烈,WTI原油一度下挫3%,随后较日低拉升4.9%、最终较昨日尾盘微跌。 亚洲时段,A股分化,沪指微跌,算力硬件集体爆发,人民币升破6.83关口,恒科指大跌近3%,科网股普跌。 要闻 市场概述 英伟达财报强劲未缓解市场担忧,股价大跌近5.5%,拖累美股大盘、AI概念股和芯片板块。 道指微涨,纳指跌近1.2%、几乎回吐昨日所有涨幅,罗素小盘股指数收高0.5%。大型科技股成为拖累美股大盘的主要力量。板块轮动。报道称Anthropic与 美国国防部的关系紧张,软件股强劲反弹、录得三连涨。 各期限美债收益率普遍下跌3至4个基点,10年期美债收益率创去年11月28日以来低点。美元涨0.12%。 加密货币与科技股同步下跌。比特币跌超2%,失守6.8万美元。以太坊下跌3.5%,日内一度跌破2000美元。 现货黄金震荡走高0.4%。现货白银跌1%,纽铜涨0.68%、三连涨。 李嘉诚又卖了!长和系三家公司发布联合公告,宣布出售英国电网业务,套现逾1100亿港元。 海外 押注人工智能,Block裁员近半。 三星存储部门漫天要价,苹 ...
破解海运锂电安全困局
风险管理 海运及港口运营本身带有固有的风险属性。考虑到燃油补给、货物装卸、设备操作以及潜在危险品存储 等多个环节中存在的复杂危险因素,完全消除风险既不现实也不可能。因此,本分析的目的并非追求风 险的彻底消除,而在于识别并界定一个在现实中可接受且切实可行的风险水平。通过对风险进行系统量 化,管理者能够更科学地分配资源,从而实现对关键风险点的精准管控。 定量风险管理框架贯穿于锂离子电池的整个生命周期。该方法会综合考虑电池在不同状态(如存储、运 输、充电、使用、废弃)下的各类危险因素,并对其进行系统的分级与评估。 对于海运行业,定量风险管理应重点关注以下与锂离子电池相关的关键环节: 船舶推进系统:使用锂离子电池作为船舶动力的能源。 储能系统操作:船上相关储能系统的充电与放电过程。 电池货物运输:各类含锂离子电池产品(包括消费电子产品及电子废弃物)的海上运输。 港口作业设备:在港口用于货物搬运的电动机械与车辆,例如叉车、集装箱搬运车等。 尽管不同类别的风险防控在原则与基础措施上存在共性,但基于其各自的应用场景与风险特性,仍需制 定并实施特定的缓解策略。下文将对此展开具体阐述。 用于推进的锂离子储能系统 风险评估 通过 ...
潘九堂透露小米SU7/YU7立项时路线之争
Xin Lang Cai Jing· 2026-02-26 05:16
2月26日消息,小米产业投资部合伙人潘九堂发微博谈到,当初小米SU7/YU7立项时,确实有几种路线 之争,一派建议先做中大型SUV和走丰田路线,打大空间和经济实用,错位竞争,因为豪华运动轿 车/SUV对品牌/技术/研发投入要求太高了,多家围攻特斯拉Model3/Y几年都打不动,另一派观点是既然 出发晚了,干脆沉下心来压强投入挑战最难的,最终选择正面硬扛TBBA。 责任编辑:李思阳 2月26日消息,小米产业投资部合伙人潘九堂发微博谈到,当初小米SU7/YU7立项时,确实有几种路线 之争,一派建议先做中大型SUV和走丰田路线,打大空间和经济实用,错位竞争,因为豪华运动轿 车/SUV对品牌/技术/研发投入要求太高了,多家围攻特斯拉Model3/Y几年都打不动,另一派观点是既然 出发晚了,干脆沉下心来压强投入挑战最难的,最终选择正面硬扛TBBA。 责任编辑:李思阳 ...
特斯拉新车现身官网,内饰终于升级!
Xin Lang Cai Jing· 2026-02-24 23:23
在 1 月初,特斯拉新款 Model Y 升级了 16 英寸中控触摸屏以及黑色织物内饰。 新配置代码现身官网也就意味着新款特斯拉 Model 3 车型即将推出,具体升级点大概和之前的 Model Y 一样,主要就是使用了黑色内饰以及升级 16 英寸 中控屏。 此前所有的 Model Y 车型都已经用上了 16 英寸中控屏,现在就等 Model 3 的改款发布了。 其中有新内饰代码「IN3PB」,代表的是 Alcantara 风格的黑色顶棚,应用在 Premium 和 Performance 车型中。 不过特斯拉 Model 3 在当时还未进行升级,现在特斯拉中国和欧洲官网后端已经出现了新款 Model 3 的相关代码。 还有 16 英寸的中控显示屏也在 EPC(零件目录)中被提及,具体在 EPC 中显示为「Display_16_QHD」。 み > 新浪财经APP Sina Finance Mobile Version 24小时彩地 下载APP > re ...
马斯克让特斯拉越来越不单纯了
Sou Hu Cai Jing· 2026-02-24 02:59
野心还看不懂吗? 对于马斯克和他背后的商业帝国,不能再用老眼光看了。 特斯拉可能既是商业伙伴,又是国家威胁。 想象一下,当最后一辆特斯拉Model S缓缓驶下加州弗里蒙特工厂的生产线,经过一番改造后,从这里将走出以百万计的Optimus机器人;想象一下,马斯 克的SpaceX及其全资拥有的子公司xAI正在参加五角大楼的秘密项目,目标是研发可由语音控制、自主运行的无人机集群技术…… 随着市场逐渐饱和、竞争对手不断涌现,电动汽车市场竞争愈发激烈,利润空间也在不断被压缩。 2025年,特斯拉全球交付163.61万辆电动车,同比下降8.56%,连续第二年下滑。 那一刻,可能既是在宣告特斯拉一个时代的结束,也是人类工业史上一个新里程碑时刻。 1月28日,特斯拉四季度业绩电话会议上,CEO埃隆·马斯克宣布将于今年二季度末正式停产Model S和Model X,腾出产能用于生产Optimus机器人。 在马斯克眼中,Optimus和Cybercab无人驾驶出租车才是特斯拉未来的核心增长点,这与其在SpaceX和星链的布局一脉相承。特斯拉作为现金牛和融资基 盘,为马斯克其他业务创造稳定的资金来源。 然而,马斯克的野心不断膨胀, ...
2026年1月新能源车销量:比亚迪第一,小米力压问界跃升至第二
Hang Zhou Ri Bao· 2026-02-21 10:20
近日,知名调研机构杰兰路 LandRoads 给出的报告显示,国内2026 年1月新能源乘用车市场销量上,小 米已经跃升至第二。 报告显示,2026 年 1 月新能源乘用车总销量 56.3 万辆,同比下降 20%,环比下降 58%。 能源类型来看:纯电车型销量 34.4 万辆,同比下降 11%,环比下降 56%;插混车型销量 15.2 万辆,同 比下降 35%,环比下降 63%;增程车型销量 6.7 万辆,同比下降 15%,环比下降 52%。 2026 年 1 月乘用车市场新能源渗透率为 36.3%,相较上月 ( 57.4% ) 有较大下滑,与 2025 年 1 月 ( 38.5% ) 相比亦有些许下滑。 1 月新能源轿车销量冠军依然是吉利银河星愿,销量 1.49 万辆;其次是比亚迪秦 Plus DM-i 0.76 万辆、 MG4 EV 0.68 万辆;比亚迪海豚 0.58 万辆;五菱缤果 S 0.56 万辆。 此外,1 月新能源 SUV 销量第一是小米 YU7,销量 3.79 万辆,其也是 1 月新能源全品类销量冠军;其 次是蔚来 ES8 1.84 万辆;方程豹钛 7 销量 1.76 万辆;特斯拉 Mode ...
极速496km/h!销量吊打迈巴赫!刷新24小时耐力赛纪录!2025年重磅新车都有谁?
电动车公社· 2026-02-18 00:02
Group 1 - The article highlights the significant success of NIO's ES8 in 2025, achieving a record delivery of 48,134 units in December and marking a profitable quarter [5][6] - The ES8's success is attributed to three main factors: cost reduction leading to a competitive price of 406,800 RMB, the benefits of NIO's battery swapping technology, and the refined product quality of the ES8 [8][9][11] - The article anticipates the performance of NIO's upcoming flagship model, the ES9, with high expectations [12] Group 2 - Xiaomi's YU7 is described as a phenomenon in the automotive market, with 152,357 units registered in 2025 and a remarkable sales performance in January 2026 [15][16] - The success of YU7 is linked to Xiaomi's strong supply chain management, marketing prowess, and the efforts of its design and engineering teams [16][17] - YU7 is positioned as a major competitor to Tesla's Model Y, indicating its significant impact on the market [18] Group 3 - Leap Motor is recognized for its steady growth, aiming for a sales target of one million units in 2025, with models like the C10 and C11 driving its success [21][22][24] - The company has demonstrated resilience by enhancing existing products and optimizing design and configuration [23][25] Group 4 - Nissan's N7 is highlighted as a key example of a joint venture brand successfully developing a fully electric vehicle independently, achieving significant sales milestones [31][32] - The N7's development showcases the collaboration between Nissan and local partners, emphasizing the shift towards localized electric vehicle production [30][32] Group 5 - Geely's Star Wish has maintained strong sales, achieving over 40,000 units per month and becoming the best-selling model in its category [37][38] - The article attributes its success to effective marketing strategies and strong product features that appeal to a wide audience [38] Group 6 - The Lantu Dreamer has undergone significant upgrades, enhancing its electric range and luxury features, resulting in a notable increase in sales [42][45] - The model's versatility as both a family and business vehicle is emphasized, contributing to its market position [44] Group 7 - The BYD Yangwang U9 Xtreme has set records for speed, showcasing BYD's engineering capabilities and technological advancements in the electric vehicle sector [48][50] - The U9 Xtreme's performance highlights BYD's commitment to breaking foreign monopolies in the high-performance electric vehicle market [50] Group 8 - Volvo's XC70 is noted for its successful transition to hybrid technology, becoming the first luxury hybrid model to exceed 5,000 units in monthly sales [57][58] - The article suggests that this model could represent a new direction for luxury brands in their electric vehicle strategies [58] Group 9 - Tesla's Model Y remains a strong contender in the market despite a 20% decline in new registrations, ranking third in sales among electric vehicles [63][64] - The introduction of the extended Model Y L variant aims to enhance its appeal and maintain its competitive edge [66][68] Group 10 - The ZunJie S800 has achieved remarkable sales in the luxury segment, delivering over 4,000 units in December 2025, setting a record for Chinese brands in the million-level market [73] - The model's design and luxury features are highlighted as key factors in its success, challenging traditional luxury car perceptions [73]
特斯拉为何不用激光雷达?
半导体行业观察· 2026-02-16 01:58
在解决自动驾驶问题的这场高风险竞赛中,多年来已经出现了深刻的哲学和技术分歧。 一边是几乎整个汽车和科技行业,他们倡导一种叫做传感器融合的概念——一种双保险的方法,将 摄像头、雷达和激光雷达结合起来,构建一个冗余的、多层次的世界视图。 而另一边,特斯拉孤军奋战,大胆而有争议地押注于单一模式——纯粹的、基于摄像头的视觉。 特斯拉主动移除并禁用车辆上的雷达等硬件的决定遭到了广泛的质疑,但这一举措源于其对人工智 能和自然智能本质的深刻理解和根本信念。要理解特斯拉为何做出这样的抉择,首先必须了解特斯 拉究竟摒弃了什么。 什么是传感器融合? 传感器融合的概念相当简单。它旨在利用不同类型传感器的独特优势,构建一个统一且高度鲁棒的 车辆周围环境模型。每种传感器都有其自身的优缺点,理论上,融合它们可以弥补每种传感器的不 足。 摄像头能够提供最丰富、最高分辨率的数据,像人眼一样感知世界的色彩和纹理。它们可以读取路 标上的文字,识别交通信号灯的颜色,并理解复杂的视觉环境。它们的主要缺点是容易受到恶劣天 气和弱光环境的影响,而且难以测量相对速度。 雷达在测量物体距离和速度方面表现出色,即使在恶劣天气下也能正常工作。它可以轻松穿透雨、 ...
赛力斯剥离蓝电减负 “断舍离”难掩问界腹背受敌
Xin Lang Cai Jing· 2026-02-14 02:57
Core Viewpoint - The company, Seres, is undergoing a significant asset restructuring by divesting its Blue Electric brand to focus resources on its flagship brand, AITO, amid increasing competition in the electric vehicle market [1][3]. Group 1: Asset Restructuring - Seres has signed a cooperation agreement with the Chongqing Shapingba District People's Government to establish a new company by divesting its Blue Electric assets, with the government becoming the largest shareholder at approximately 33.5% [1]. - Following the transaction, Seres' ownership will decrease to 32%, losing control over the new entity, which is seen as a strategic retreat rather than an optimization of asset structure [1]. Group 2: Sales Performance and Market Position - In the first three quarters of the previous year, Seres reported revenue exceeding 110.53 billion yuan, a year-on-year increase of 3.67%, while net profit rose by 31.56% to 5.31 billion yuan [1]. - However, total sales dropped by 7.79% to 340,700 units, with electric vehicle sales declining by 3.82% to 304,600 units, indicating a troubling trend in overall sales despite revenue growth [1][2]. Group 3: Strategic Challenges - Seres is facing a growth paradox where it sells fewer vehicles at higher prices, leading to increased margins but overall declining sales volume [2]. - The flagship models, AITO M9 and M8, have become bestsellers in their price segments, but the absence of lower-priced models has resulted in a significant drop in overall sales [2]. Group 4: Competitive Landscape - The upcoming AITO M6 is set to enter the competitive 250,000-300,000 yuan market, directly challenging Tesla's Model Y and Xiaomi's YU7, which are expected to launch new models in 2025-2026 [3]. - The competitive pressure is heightened as Huawei's autonomous driving technology becomes more widely available, diluting the unique selling proposition that AITO once held [3]. Group 5: Financial Dependencies - Seres is heavily reliant on high procurement costs from Huawei, which accounted for 20 billion yuan in the first half of 2025, approximately one-third of its total revenue, leading to high per-vehicle costs [4]. - The chairman of Seres has set an ambitious target for AITO to achieve another 1 million units sold within two years, following the first million in five years, emphasizing the need for differentiated products to mitigate risks after the divestiture of Blue Electric [4].