刚刚回归东风本田不久的曹东杰，在11月21日开幕的广州车展上，被媒体提出的一系列尖锐的提问包围："您上任以后，大家都期望东风本田能够有一些大 的动作来改变困难""您此次回归是在东风本田非常关键的时期，您回来后会怎么'对症下药'，带领东风本田进行转型"…… 当下的东风本田，正经受着销量下滑与转型缓慢的双重压力。在外方股东本田今年5月宣布放缓电动化步伐的背景下，东风本田执行副总经理曹东杰想要给 出完美的回答，并不容易。 经济观察报了解到，东风本田推进新能源转型的希望，或已经被寄托在其中方股东东风汽车身上。在东风本田不足2000字的官方发布会新闻稿中，"央企东 风"被提了4次，表述分别是：作为央企东风体系的重要成员、依托央企东风的雄厚实力与长远视野、背靠央企东风的雄厚实力与资源支撑、依托央企东风与 技术本田的强强联合。 "东风本田要做本土化创新。过去我们依托于外方做技术导入，现在我们需要充分结合东风和本田两者的优势，基于本土化将各自的优势融合、创新。"曹东 杰在接受包括经济观察报在内的媒体采访时表示，"东风基于自身多年的积累，能够更快速、更好地适应中国现地客户诉求。特别是在电动化和智能化方 面，东风集团旗下的岚图、 ...

中国国际贸促会汽车行业委员会会长王侠（右）为广汽本田汽车销售有限公司营销本部用户发展部副部长邹立（左）颁奖 11月21日下午，广州国际车展媒体日首日，2025华輅奖颁奖盛典在威斯汀酒店举行。 步入活动现场，历年评选活动的精彩照片率先映入眼帘：20年泛黄老照片里的青涩与最新影像中的昂扬交相辉映，刻画出华輅奖历年测评的点滴；"五 大维度、百项因子，致敬每一份专业坚守；千款车型、百个品牌，感谢二十载同心同行！"的鎏金大字格外醒目，镌刻着华輅奖与中国汽车产业共生共长的 记忆。 会场内，行业大咖们欢聚一堂，有人驻足展板合影打卡，追溯过往；有人围坐一席，热烈交流……喜气洋洋的气氛中，二十载深厚情谊氤氲流淌。 华輅奖发源于20年前，由中国国际贸促会汽车行业委员会指导，汽车观察和清华汽车工程开发研究院共同发起。2006年，"爱我中国车"年度车型评选正 式起步，后来更名为"中国车年度大选"，并在2022年升级为"华輅奖"，一路走到今天，累计吸引超千款车型参与，见证了中国品牌汽车从稚嫩起步到蓬勃壮 大的全过程，也始终坚守着"评选最好中国车"的初心使命。 经历20年发展，本届华輅奖迎来重要升级：评选范围从中国品牌汽车扩展至所有在中 ...

Core Insights - Dongfeng Motor Corporation aims to achieve a high-quality target of 1 million annual sales of new energy vehicles by the end of 2025, as highlighted in their recent promotional campaign [1][4] - The company has seen significant growth in its subsidiary, Lantu Motors, which reached a production milestone of 300,000 vehicles in just 7 months, becoming the first high-end new energy brand from a state-owned enterprise to achieve this scale [1][3] Group 1: Strategic Initiatives - Dongfeng is focusing on transforming from a traditional fuel vehicle manufacturer to a leader in new energy vehicles, emphasizing the need to break industry inertia and external skepticism [2] - The company is implementing a "three-year action plan for transformation and upgrading," which includes enhancing its brand matrix with new energy brands like Lantu, Mengshi, and Yipai [2][3] - Dongfeng is also investing in platform architecture for passenger vehicles, developing various frameworks such as M TECH, Dongfeng Quantum, and green energy DSMA [3] Group 2: Sales Performance - In October, Dongfeng sold 241,000 vehicles, marking a 16.6% year-on-year increase, with new energy vehicle sales reaching 112,000 units, a 42.17% increase [4][5] - Lantu Motors achieved a record delivery of 17,218 vehicles in October, with a cumulative year-on-year growth of 82% from January to October [5] - Mengshi and Yipai also reported significant sales growth, with Mengshi's sales increasing by 197% and Yipai's by 43.6% year-on-year for the same period [5] Group 3: Future Outlook - Dongfeng plans to continue its dual strategy of independent development and open collaboration, focusing on innovation and deepening reforms to ensure the successful implementation of its strategic goals [6] - The company aims to achieve its long-term vision of becoming a world-class enterprise by 2030 and a benchmark for international competitiveness by 2035 [6]

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]

Core Insights - The significant price reduction of the Range Rover Evoque L, with a manufacturer suggested retail price of 429,800 yuan and an official discount of 190,000 yuan, reflects the weakening brand premium of Land Rover and changing market dynamics [1][2][3] - Despite the price cuts, sales of the Evoque L have not improved, with only 3,509 units sold in the past six months and just 333 units in September [1][2] - The emergence of new domestic off-road vehicles, such as the Tank 400 and Chery's Zongheng G700, has increased competition, making the "affordable" Land Rover less competitive [1][2] Pricing Strategy - The official price after discounts for the Evoque L is under 240,000 yuan, with further negotiation possible upon ordering [1][3] - Additional discounts are available for financing options, trade-ins, and purchasing insurance packages, potentially lowering the effective price further [5][6] Sales Performance - Jaguar Land Rover's global retail sales for the fiscal year 2024/25 were 428,900 units, a slight decrease of 0.7% from the previous year [7] - The brand's performance in China is particularly concerning, with a 19.7% decline in sales, contrasting with growth in other markets like North America [9] Market Trends - The overall SUV market in China is growing, with a 6.3% increase in total sales and a 12.7% increase in off-road capable SUVs [10] - However, Land Rover's sales are declining, attributed to a lag in electrification and smart technology compared to domestic competitors [10][12] Product Quality and Recalls - Land Rover has faced multiple recalls due to quality issues, impacting consumer trust and brand reputation [13][14] - Recent recalls involved significant numbers of vehicles, raising safety concerns and further complicating the brand's market position [14] Financial Performance - Jaguar Land Rover's revenue for the fiscal year 2024/25 was 29 billion pounds, remaining stable year-on-year, but net profit fell by 30.8% to 1.8 billion pounds, indicating weakened profitability [15]

Core Insights - The article emphasizes the transformative impact of AI on design and its integration into various applications, reshaping daily life and work experiences [1][2] - It highlights the evolving role of designers from mere creators to value anchors, focusing on human emotions and needs in their designs [2][4] Group 1: AI Integration in Design - AI has emerged as a "super brain" for designers, enhancing their creative processes while emphasizing the importance of human judgment [2] - Numerous projects on this year's list incorporate AI technology, aiming to resonate with human emotions and fulfill real needs, such as the AI Eva intelligent cockpit assistant [2][85] - The rise of humanoid robots like the Expedition A2 marks a significant step in AI's physical integration into various service roles [7] Group 2: Social Impact of Design - The most compelling designs leverage technology to address societal vulnerabilities, such as artificial hearts for heart failure patients and bionic knee joints for the disabled [3] - Projects like the humanized customer service approach by Neusoft demonstrate a commitment to personal interaction over automation, particularly for elderly patients [3][21] - Designs that utilize "low-tech" solutions to meet emotional needs, such as aesthetic improvements in public restrooms, showcase a focus on human dignity [3][22] Group 3: Sustainability in Design - Sustainable practices have evolved from material innovation to systemic thinking, with projects like Elix Water's 100% recyclable paper bottles replacing plastic [4][102] - The production line by Shenghong captures CO2 from industrial gases to create fashionable fabrics, illustrating a shift towards sustainable design as a core requirement [4][62] Group 4: Notable Projects - The list of 50 projects showcases a deep dialogue between technology and humanity, highlighting the core value of designers in the AI era: empathy and insight [4] - Examples include the HEATTECH series by Uniqlo, which combines comfort and warmth through innovative fabric technology [14] - The eVTOL cargo aircraft by Shanghai Fengfei Aviation Technology represents a significant advancement in low-altitude logistics and emergency response applications [10][11]

Group 1 - The core viewpoint of the article highlights the launch of the long-range version of the Hummer M817, the M817 Max+, which addresses the common concerns of range and charging anxiety among electric off-road vehicle users [2] - The M817 Max+ is priced at 369,900 yuan, and it complements the existing M817 Pro and Max versions, which are priced at 319,900 yuan and 349,900 yuan respectively, creating a diversified product matrix for different usage scenarios [2] - The vehicle features a 50.4 kWh battery from CATL, achieving a CLTC pure electric range of 215 km, and a comprehensive range of 1,365 km, making it the leader in its class for long-distance off-road capabilities [2] Group 2 - The M817 Max+ is equipped with a full suite of Huawei's intelligent automotive solutions, including ADS 4, Harmony cockpit 5, and other advanced technologies, making it the world's first luxury smart off-road SUV fully integrated with Huawei's technology [3] - The vehicle's off-road capabilities are enhanced by its "rock-solid chassis, extreme power, and Hummer intelligent all-terrain system," along with over 20 reserved modification interfaces for off-road enhancements [4] - The introduction of the three M817 models signifies the expansion of the Hummer brand's intelligent off-road vehicle lineup, aiming for comprehensive coverage from urban roads to remote wilderness areas [4]

Group 1 - The core viewpoint highlights the rapid growth of Lantu Automotive, with August deliveries reaching 13,505 units, a year-on-year increase of 119%, marking seven consecutive months of growth and setting a historical record [1] - The growth of Lantu Automotive reflects the rise of the new energy vehicle industry in Wuhan Economic and Technological Development Zone, known as "China's Auto Valley," which is a key area for the automotive industry in China [1] - In 2024, "China's Auto Valley" is expected to produce its 10 millionth new energy vehicle, with a regional GDP surpassing 220 billion yuan, playing a crucial role in Wuhan's strategic development [1] Group 2 - The government has implemented various tax policies to support the manufacturing sector, including VAT refunds and R&D expense deductions, enabling companies to enhance core technologies and seize market opportunities [2] - Lantu Automotive's smart workshop integrates AI and 5G technologies, utilizing 935 industrial robots to produce four vehicle models simultaneously, with a production time of just 118 seconds per vehicle [2] - The new energy vehicle production in the Auto Valley is projected to grow by 58% year-on-year, with 20 new models expected to launch in 2025 [2] Group 3 - The tax authorities have proactively engaged with companies in the Auto Valley, providing tailored services to help them benefit from tax incentives, resulting in over 10.4 million yuan in VAT refunds for more than 70 smart connected vehicle companies [3] - Since 2025, 6.995 million yuan in VAT refunds have been processed, alleviating financial pressures on R&D and capacity expansion for enterprises [3] Group 4 - The international competitiveness of China's automotive industry has led to a strategic focus on expanding overseas markets, with Lantu and Mengshi brands entering the Saudi Arabian market through a partnership [4] - The company has participated in seven major overseas exhibitions, securing over 7,500 orders, and achieving a 180% year-on-year sales increase in the Middle East in the first half of 2025 [4] - The tax authorities are providing specialized services to help companies navigate complex international tax environments and maximize benefits from tax treaties [4] Group 5 - The tax department has adopted a customized approach to assist companies like Dongfeng Import and Export Company in addressing challenges related to foreign tax policies and cross-border payments [5] - In the first half of the year, Dongfeng Export Company exported 50,711 vehicles, a 75% increase, with passenger vehicle exports rising by 105% [5] Group 6 - Wuhan is enhancing its logistics capabilities to support the automotive industry, establishing itself as a major inland transportation hub and facilitating efficient export channels for vehicles [6] - The launch of the "Car Valley" roll-on/roll-off ship has significantly reduced export costs, with the port serving as a key logistics center for the region [6] - The tax authorities have provided support to port enterprises, helping them secure tax incentives for large-scale commodity storage facilities [6] Group 7 - The automotive industry in Wuhan is experiencing a transformation, with "China's Auto Valley" now hosting 10 vehicle manufacturers and over 1,000 parts suppliers, contributing significantly to the region's economic development [7] - The presence of leading new energy vehicle companies is fostering deep integration within the automotive supply chain in "China's Auto Valley" [7]

Group 1 - Dongfeng Motors' subsidiary, Dongfeng Warrior, is focusing on user-centric development, deepening cooperation with Huawei, and building a partner ecosystem to enhance its smart off-road vehicle brand [1][2] - The company aims to address unmet user needs by innovating in technology and product offerings, including the launch of the MTECH luxury electric off-road technology solution and the collaboration with Huawei on a luxury smart off-road technology solution [1] - Dongfeng Warrior has developed a strong product lineup, including the M917 and the M817, which is positioned as the "smart off-road first vehicle" in China, showcasing a commitment to high-quality electric off-road vehicles [1] Group 2 - The partnership between Dongfeng Warrior and Huawei combines robust off-road capabilities with advanced smart technology, resulting in the M817, which has achieved strong sales upon launch [2] - The collaboration is seen as a strategic direction for both companies, with expectations for enhanced support and innovation in the smart off-road vehicle market [3] - Dongfeng Warrior plans to establish a "partner co-creation platform" to elevate partners from "pioneers" to "co-creators," aiming to capture opportunities in the new energy smart off-road market [3]

Core Insights - The collaboration between Dongfeng Motor and Huawei is entering a "2.0 era," focusing on deepening strategic cooperation and innovation in governance and operations [1][7] - Dongfeng is actively promoting the transition to new energy and intelligent vehicles, with Huawei pledging full support for this transformation [1][5] - The partnership aims to explore new cooperation models, particularly through Dongfeng Warriors Technology, which may serve as a testing ground for innovative strategies [2][6] Group 1: Strategic Cooperation - Dongfeng and Huawei have a history of collaboration dating back to 2018, with a focus on electric and connected vehicle technologies [3] - A comprehensive strategic cooperation agreement was signed in May 2025, emphasizing deep collaboration in automotive intelligence, digitalization, and ecosystem building [7] - The partnership is expected to evolve into a new model that enhances both companies' core competencies while providing better products and services to users [6][8] Group 2: Product Development and Market Performance - The first model developed through this collaboration, the Warriors M817, was launched in April 2025, featuring Huawei's advanced intelligent driving and communication technologies [4] - The M817 achieved significant pre-sale success, with 9,713 orders within the first hour and over 3,700 orders in just five hours post-launch [4] - The M817's sales performance indicates a successful market fit for the collaboration model between Dongfeng and Huawei, paving the way for further joint ventures [5][9] Group 3: Future Directions - Dongfeng's subsidiaries, including Lantu Motors and Yipai Technology, are also entering into deep collaborations with Huawei, focusing on product development and market services [6][9] - The new cooperation models will aim to create a diverse range of intelligent off-road products, transitioning from niche markets to broader consumer bases [9] - Both companies are committed to leveraging Huawei's advanced management methods to enhance their operational synergy and innovation [8]