8月21日晚，"雪峰映奕派 猛士跃天山"东风好车专场活动在新疆伊宁市汉宾公园举行，多 款"武汉造""车谷造"新能源汽车亮相，吸引众多市民驻足体验。 现场，猛士M817、猛士917、东风风神L8等车型组成"车谷方阵"，成为夜幕下最引人注目 的焦点。硬派造型的猛士M817尤其受到关注，这款由东风猛士科技与华为联手打造的新旗 舰，搭载全套华为乾崑智能解决方案，将硬核越野与智能科技深度融合。 "新疆是越野车必争之地。"东风猛士科技新疆CFT负责人李小平表示，品牌已在新疆进行 了重点投入，目前在乌鲁木齐设立4个直营售点，下一步将重点布局喀什、伊犁、阿克苏、库 尔勒等地。 "车谷造"好车驶入新疆伊犁。通讯员供图 东风奕派科技携风神L8、纳米06等创新车型亮相。市民李先生现场体验了车载AI大模型功 能，对其深度思考、精准搜索能力频频点赞。东风奕派科技要客营销高级总监许昆介绍，此次 针对伊犁地区推出专项购车优惠，签约单位员工可享2000元额外优惠。 近年来，武汉经开区聚焦"中国车谷"中心目标，奋力打造车谷产业创新大走廊，突破性发 展新能源和智能网联汽车，成功打造出岚图、猛士、奕派等新能源汽车品牌。 "车谷造"好车驶入新疆伊犁 ...

Core Insights - The high-end off-road new energy vehicle market in China is experiencing significant growth, with overall sales of off-road SUVs expected to rise by 38.2% year-on-year to 458,000 units in the first half of 2025, and new energy vehicles in this segment seeing a remarkable increase of 112.5%, achieving a penetration rate of over 46.5% [1] - The launch of the M817 model by Mengshi Technology, priced at 319,900 yuan, reflects Dongfeng Motor Group's ambition for transformation and upgrade, with over 10,000 pre-orders within an hour of its announcement [1][2] - The M817 integrates advanced technologies such as Huawei's latest driving and cockpit systems, emphasizing the vehicle's dual functionality for urban commuting and extreme adventures, which is a shift from traditional off-road vehicles [2][3] Market Dynamics - The perception that off-road vehicles are unsuitable for electrification is changing, as companies are overcoming technical challenges and redefining market positioning [2] - The M817 features a unique "five full strengths" approach, which includes comprehensive integration of Huawei technologies, enhancing both safety and luxury while addressing traditional off-road reliability issues [2] - The pricing strategy of the M817, which can drop to around 300,000 yuan with subsidies, positions it significantly lower than traditional luxury off-road models, indicating substantial market potential [2] Company Strategy - Mengshi Technology is positioned as a key player in Dongfeng Motor's transition to a luxury electric off-road vehicle brand, aiming to establish itself as a billion-yuan company [4][5] - Future plans include launching more affordable and smaller models to capture a larger market share, alongside the introduction of modified versions of the Mengshi 917 [5] - The collaboration with Huawei is set to evolve, focusing on comprehensive lifecycle management and tactical cooperation in marketing and product development [5][6] Innovation and Development - Mengshi Technology is actively exploring innovative mechanisms to enhance collaboration with partners, aiming to improve R&D efficiency and create higher value products [6] - The company is entering a strategic offensive phase, focusing on scalable sales and sustainable profitability, while aligning with the broader goals of Dongfeng's autonomous vehicle segment [6]

● 龚梦泽 熊永红 近年来，国内高端越野新能源车市场持续爆发。机构数据显示，2025年上半年，国内越野SUV市场整体 销量同比上涨38.2%至45.8万辆，新能源车细分领域更是同比大涨112.5%，渗透率突破46.5%。头部品牌 如长城坦克、比亚迪仰望和猛士科技的强劲增长，充分验证了当前越野SUV市场已成为汽车行业增长的 核心引擎之一。 在此背景下，日前，猛士科技携第二款车型M817猛攻主流市场，其以31.99万元的起售价发布后，在一 小时内预售订单量破万。这款搭载华为乾崑智驾ADS 4.0和鸿蒙座舱5.0的智能越野新车，映衬出东风汽 车集团有限公司（以下简称：东风汽车）转型升级的雄心。 "猛士M817的推出，是基于用户需求与技术积累的渐进式进化。"东风汽车副总经理尤峥对中国证券报 记者表示，"M817是基于当前市场需求开发的智能越野车，其技术方案经过多轮验证。我们关注的是如 何让技术真正服务于用户需求，而不仅仅是追求概念上的突破。" 高端越野新能源车市场崛起 在很长一段时间里，业内都有观点认为越野车不适合电动化——相比于成熟可靠的内燃机，电机在激烈 驾驶的场景下可靠性存疑。即便是悍马EV，也无法完全复刻自己 ...

Core Viewpoint - The "Qinghai-Tibet Plateau Ice Dome Exploration - 2025 International Glacier Protection Year Tangula Mountain Scientific Expedition" has officially commenced, focusing on glacier boundary dynamics, innovative technology validation, and human adaptability in extreme environments [1][3][13] Group 1: Scientific Expedition Details - The scientific expedition is organized by the Northwest Institute of Eco-Environment and Resources of the Chinese Academy of Sciences and the China Scientific Exploration Association [1] - The expedition will study glacier boundary dynamics, innovative technology validation, human adaptability in extreme environments, and the application of scientific equipment [3] - The official vehicle fleet for the expedition consists of 7 Manly M817 and 3 Manly 917 vehicles, marking the first large-scale scientific expedition using domestically produced new energy off-road vehicles in the Tangula Mountain area [8] Group 2: Support and Collaboration - The expedition has received significant support from various companies, including Huawei, Dongfeng Motor Group, and others, ensuring the scientific and safety aspects of the expedition [5][6] - Strategic partners from Huawei and Dongfeng expressed their commitment to providing smart wearable devices and new energy vehicles tailored for scientific exploration scenarios [11] Group 3: Environmental Significance - The Qinghai-Tibet Plateau is a critical area for the global cryosphere, and its ecological changes have profound implications for global climate and water supply [5] - The 2025 International Glacier Protection Year aims to promote climate adaptation research, policy progress, and practical actions related to glaciers [13] - This expedition is part of the second comprehensive scientific investigation of the Qinghai-Tibet Plateau, focusing on the dynamic changes and impacts of Asia's water tower [13]

Core Insights - The launch of the Mengshi M817 marks a significant collaboration between Mengshi Technology and Huawei, aiming to penetrate the mainstream consumer market with an innovative product [1][3]. Pricing and Market Positioning - The Mengshi M817 is priced starting at 329,900 yuan, making it more accessible compared to the higher-end Mengshi 917, which was priced over 600,000 yuan [3]. - The vehicle targets the luxury smart off-road SUV segment, which has traditionally been viewed as a niche market dominated by high-end imported models like the Mercedes G-Class and Land Rover Defender [3]. Product Features and Technology - The Mengshi M817 is equipped with Huawei's "full-stack" technology, which enhances its appeal by integrating advanced smart features into the off-road vehicle segment [4]. - It features the Qian Kun Intelligent Driving HUAWEI ADS 4, providing comprehensive parking assistance and advanced driving capabilities for various road scenarios [6]. - The vehicle includes a high-tech interior with a 10.25-inch instrument screen, a 15.6-inch central control screen, and a HarmonyOS cockpit, offering a rich application ecosystem and seamless user interaction [6]. Performance and Capabilities - The Mengshi M817 boasts a robust performance profile with a dual-gear 11-mode PHEV architecture, delivering a system power of 505 kW and a torque of 848 N·m, enabling acceleration from 0 to 100 km/h in approximately 5 seconds [9]. - It features a maximum water wading depth of 900 mm and a minimum turning radius of 5.2 meters, enhancing its versatility for both urban and off-road driving [7][9]. - The vehicle offers a comprehensive range of 1,300 km on a single charge, with a fuel consumption rate of 7.24 L/100 km when running on gasoline [9].

Core Viewpoint - The adjustment of the consumption tax policy for ultra-luxury cars in China is expected to impact the market significantly, particularly for traditional fuel vehicles, which dominate the ultra-luxury segment [1][2]. Group 1: Policy Changes - The consumption tax threshold for ultra-luxury cars has been lowered from a retail price of 1.3 million yuan (excluding VAT) to 900,000 yuan, effective from July 20, 2025 [1]. - The new policy includes various types of vehicles, such as pure electric and fuel cell cars, expanding the scope of the tax [1]. Group 2: Market Impact - In the first half of 2025, sales of ultra-luxury cars priced above 1.017 million yuan saw a 49% year-on-year decline, with total sales of 37,000 units [1]. - Traditional fuel vehicles accounted for nearly 90% of ultra-luxury car sales, indicating a heavy reliance on this segment, which will be directly affected by the new tax policy [1][2]. - Major brands like Mercedes-Benz, Land Rover, and Porsche hold significant market shares, with Mercedes-Benz leading at 48% [1]. Group 3: Consumer Behavior - The adjustment is expected to increase the purchase cost for consumers by tens of thousands of yuan, potentially leading to delayed purchasing decisions or a shift towards lower-priced models among price-sensitive consumers [2]. - There are reports of significant discounts on certain models from brands like Porsche and Maserati, indicating a competitive response to the new tax policy [3]. Group 4: Emerging Competition - Several domestic brands are targeting the million-yuan luxury car market, launching new products such as BYD's Yangwang U8 and Hongqi's Jin Kuihua Guo Ya, although these models have yet to gain significant market traction [3][4].

Group 1 - The Chinese Ministry of Finance and the State Taxation Administration announced a change in the consumption tax policy for ultra-luxury cars, lowering the retail price threshold from 1.3 million yuan to 900,000 yuan [1][2] - The new policy will take effect on July 20, 2025, and will include various types of vehicles, such as pure electric and fuel cell cars, expanding the scope of the consumption tax [1] - In the first half of 2025, sales of ultra-luxury cars priced above 1.017 million yuan fell by 49%, with traditional fuel vehicles making up nearly 90% of sales, indicating a heavy reliance on this segment [1][2] Group 2 - Major brands in the ultra-luxury car market, such as Mercedes-Benz, Land Rover, and Porsche, will face direct pressure from the policy adjustment, with Mercedes-Benz holding a 48% market share [2] - The previous consumption tax threshold was based on a new car price of 1.3 million yuan, and the adjustment will primarily affect vehicles priced between 1.017 million and 1.469 million yuan [2] - The adjustment is expected to increase consumer costs by several tens of thousands of yuan, potentially leading price-sensitive consumers to delay purchases or shift to lower-priced models [2] Group 3 - There have been significant discounts on certain ultra-luxury models, such as those from Porsche and Maserati, indicating market adjustments in response to the new tax policy [3] - Several domestic brands have targeted the million-yuan luxury car market, launching new products like BYD's Yangwang U8 and Hongqi's Jin Kuihua Guo Ya, although these models have yet to gain significant market traction [3]

Core Viewpoint - The company, Altrate, has officially entered the robotics industry by establishing a joint venture, Alrite Intelligent Robotics Technology Co., Ltd., marking a strategic expansion into the smart technology sector [2]. Group 1: Company Strategy and Development - Altrate has formed a team of top industry talents and is expanding its technical team while fostering partnerships with educational institutions to create an integrated innovation platform [2]. - The new company, Alrite, will focus on integrated design and development of robots, leveraging automotive engineering technology to provide customized robotic solutions across various applications [2][3]. - Alrite has initiated multiple R&D projects, including wheeled robots, underwater robots, drilling robots, and pet bathing robots [2]. Group 2: Technological Advancements - Alrite plans to build an integrated simulation training platform powered by NVIDIA Isaac technology, which is recognized as a leading simulation platform for providing robust virtual training environments for robot development [3]. - The company aims to offer comprehensive technical and service support throughout the entire lifecycle of robot development, from simulation and testing to optimization [3]. Group 3: Market Position and Client Engagement - Altrate has developed nearly 500 vehicle models for over 80 domestic and international clients, including notable brands such as Li Auto and Hongqi [4]. - Recently, Altrate secured a significant contract with a global client (referred to as Client Z) for the development of a new energy vehicle project, with a research and development fee of approximately 214 million yuan [4]. - This collaboration is expected to enhance Altrate's market share in overseas new energy vehicle R&D and design, aligning with the company's international strategy of "technology + supply chain" [4].

Core Viewpoint - The launch of the M817 by Dongfeng Warriors Technology at the Guangdong-Hong Kong-Macao Greater Bay Area International Auto Expo marks a significant step for the brand, aiming to establish itself as a leading luxury electric off-road vehicle manufacturer in China [1][3]. Product Overview - The M817 is positioned as a strategic product to help the brand break through, following the high-end positioning of the M917, which has been more of a brand symbol than a mass-market vehicle due to its high price [3]. - The M817 features a bold design that retains the style of the M917, incorporating smart technology into its rugged off-road DNA, making it memorable [5]. Interior Design and Comfort - The interior design of the M817 includes a symmetrical layout with a robust mechanical style, featuring 91.2% soft-touch materials covering an area of 32 square meters, and high-quality Nappa leather for seating surfaces [5][7]. - Comfort features include fully functional Nappa leather seats with massage, heating, and ventilation functions, and an advanced sound system with 18 speakers for an immersive audio experience [7][10]. Space and Utility - The M817 has a length of 5100mm, width of 1998mm, and a wheelbase of 3005mm, providing ample space for passengers and cargo [10]. - The vehicle can transform into a "mobile bedroom" with a sleeping area of over 2.1 meters when the seats are folded down, and a trunk capacity of 828 liters, expandable to 2112 liters [10]. Technology Integration - The M817 integrates Huawei's advanced driving assistance system (ADS 4) for seamless intelligent driving experiences, along with the HarmonyOS cockpit for enhanced connectivity [11]. - Safety features include cloud services and remote access capabilities, ensuring a comprehensive and secure user experience throughout the vehicle's lifecycle [11].

Core Viewpoint - The article highlights the capabilities and advancements of the Dongfeng Warrior 917, China's first luxury electric off-road vehicle, showcasing its performance in extreme off-road conditions and its significance in military and civilian applications [5]. Company Overview - Dongfeng Warrior is positioned as a leader in the electric off-road vehicle market, integrating military-grade technology into civilian vehicles [5]. - The company has a history of rapid response in disaster situations, such as being the first to reach the Wenchuan earthquake site and participating in multiple space capsule recovery missions [5]. Product Features - The Dongfeng Warrior 917 can accelerate from 0 to 100 km/h in just 4.2 seconds, demonstrating high performance [5]. - The vehicle is designed to handle extreme terrains, including a 14-meter vertical slope and water crossings that create 3-meter high splashes, showcasing its versatility as an amphibious vehicle [5]. Market Strategy - Dongfeng Warrior is accelerating its global market expansion, with plans to launch a series of off-road light vehicles by 2025 [5]. - A collaboration with Huawei is set to introduce a smart off-road model in the second half of the year, aiming to balance outdoor adventure with green travel [5].