留在智能驾驶，不是因为容易，而是因为更难。 文 丨 魏冰 宋玮 编辑 丨 宋玮 任少卿的头发很有辨识度，浓密、微卷，刘海盖住额头。走进会议室，第一次见他的人把他当成了实习生，知道身 份后调侃说，只有在 AI 创业公司才能看到这么年轻的技术 leader。 "我们就是 AI 公司"——任少卿一本正经的回答。 但他身处的是蔚来，一家还在血海中搏杀的汽车制造商，而他的战场，是智能驾驶。这个反常回答，和他的人生轨 迹相似：总在别人以为答案已定的时候，他偏要走向另一个方向。 2007 年他考入中科大，2016 年博士毕业。期间他提出了 Faster R-CNN（一种基于深度学习的目标检测框架），又 和当时微软亚研院视觉计算组的孙剑、何恺明，博士生张祥雨一起研究 ResNet（残差网络）。后者解决了神经网络 越深越 "失忆" 的难题，让模型可以无限叠加层数，被视为深度学习史上的里程碑。当时任少卿 27 岁。 2016 年，他与曹旭东共同创立自动驾驶公司 Momenta，亲历了自动驾驶最热的创业年代。4 年后，他离开一手创立 的公司，转身去了还在低谷挣扎的蔚来。 原因很简单，当年 AI 发展撞上瓶颈，他认为下一次突破只能靠 ...

这不广州一家叫谜后的服装店被小米起诉了，就因为他们家的品牌logo和小米的logo太相似了，简直像复制粘贴一样，所以被小米告了，店家也收到了小 米300多页的法律文书，网友的态度也各不相同。 [熊猫]小米品牌深得国内老百姓们的喜爱，这么大的流量肯定会吸引一些不自觉的人，这些人还没有一点版权意识。 这到底是怎么回事？现在事情的进展如何？ 本文陈述所有内容皆有可靠信息来源赘述在文章结尾 品牌"碰瓷" 一边是科技巨头小米公司，另一边是广东一家面积不足20平米的小型服装店，当服装店老板手持300多页法律文书，在法庭外声泪俱下地控诉时，网友们 的情感天平瞬间倾斜，无数指责涌向小米，认为这家大公司格局太小，在搞以大欺小的戏码。 就是一个logo而已，一时间甚至雷军的人品都遭到了网友的质疑，但是当店铺那块极具争议的招牌照片被曝光后，风向却发生了戏剧性的逆转。 要知道品牌之间的"碰瓷"，绝不是简单的复制粘贴，这就是商家故意的，从视觉的直接挪用到心理的深层暗示，系统性地在消费者脑海中制造混乱，最 直接的就是视觉的占领。 这次引发争议的服装店，它的logo不仅沿用了小米标志性的橙色，更关键的是它模仿了那个经典的橙色方块结构，这种 ...

据悉，"河畔时光・宝带集"从10月1日持续至10月6日，每天都有全新主题。除了乐队演出、文创美 食外，蔚来汽车联名打造的后备箱市集同时登场，智能车型展示与潮流互动体验，为市民带来智慧生活 新感受；10月4日，超酷机车派对搭配动感街舞、电音互动，点燃街头激情；10月5日，专为"铲屎官"开 设宠友专场，宠物障碍赛、趣味开放麦等活动，让"毛孩子"也能快乐过节；10月6日，live演出、灯谜会 与澹台湖放灯祈福同步上演，用传统文化与时尚元素的碰撞，带来中秋佳节的美好时光。此外，活动期 间每天设有多轮惊喜抽奖，苏州旅游年卡、热门景区门票等好礼，让市民游客在欢乐中收获满满。 夜色渐浓，滨水广场上已是人头攒动。音乐市集的舞台被暖黄色灯光包裹，台下观众或坐在草坪垫 上轻声跟唱，或举着刚买的饮料随节奏挥手。"平时工作忙，难得中秋国庆放假，带着家人来这儿听听 歌、吹吹风，感觉特别惬意。"市民李女士一手牵着孩子，一手拿着文创灯笼，笑着说，"市集上响起的 都是经典旋律，我们能跟着唱几句，感觉太棒了。"舞台旁的美食文创市集同样热闹，炸鸡排、柠檬茶 的香气弥漫在空气中，手工编织、非遗剪纸等摊位前，不少游客驻足挑选。 逛累了市集，转身就能 ...

来源：滚动播报 蔚来：第三季度交付量87071辆，同比增长40.8%。 ...

格隆汇9月23日｜野村分析师报告表示，蔚来在解决需求挑战后，现在应侧重改善其财务状况。这些分 析师表示，蔚来最新的两款车型都收到了强劲的订单，这应会有助于其今年剩余时间的出货量增长。该 汽车制造商最新的定价策略也可能有助于提高其市场份额。然而，这些分析师表示，与同行相比，蔚来 的资产负债表仍然脆弱，该公司股东权益才刚刚转正，此前进行了最近一次配售。这些分析师认为，蔚 来可能需要进一步的投资，上半年通常是汽车销售的淡季。野村将该股目标价从5.00美元上调至8.40美 元，但维持中性评级。 ...

Core Viewpoint - The article highlights the issue of "black public relations" targeting several automotive companies, including Xiaomi, Xpeng, NIO, and Deep Blue, revealing the use of AI-generated false information and coordinated smear campaigns against these brands [2][9][14]. Group 1: Black Public Relations Tactics - The tactics employed against the automotive companies include AI-generated rumors, abusive comments towards car owners, and negative press releases before new car launches [2][9]. - Specific false claims, such as NIO cars catching fire and Xiaomi cars having malfunctioning doors after collisions, have been identified as fabricated [9][12]. - A significant number of social media accounts have been investigated, with hundreds of accounts collected as evidence and dozens of lawsuits initiated [3][9]. Group 2: Industry Response - A joint action by six government departments aims to combat black public relations and requires online platforms to strengthen their control over AI-generated content and malicious accounts [3][16]. - NIO's chairman, Li Bin, emphasized the low investment cost of black public relations compared to the high costs of automotive development, highlighting the need for stricter regulations against such practices [14][16]. - The article mentions that some individuals involved in black public relations have been apprehended, with one group reportedly having over 23 members and illicit funds exceeding 200 million yuan [14][16].

Core Viewpoint - The article discusses the rising issue of black public relations (PR) and malicious misinformation targeting automotive companies in China, particularly Xiaomi, Xiaopeng, NIO, and Deep Blue, highlighting the need for regulatory action and legal recourse against such practices [2][6][10]. Group 1: Black PR Tactics - Automotive companies are facing similar tactics of misinformation, including AI-generated false content, derogatory comments towards car owners, and negative press releases before new product launches [2][6]. - Specific instances of misinformation include false claims about NIO vehicles catching fire and Xiaomi cars being unable to open doors after a collision, which were later proven to be fabricated [6][8]. Group 2: Legal Actions and Regulatory Response - Xiaomi's legal department has collected evidence against hundreds of accounts and initiated dozens of lawsuits, with multiple cases currently under investigation [2]. - Xiaopeng Motors recently won a court case against a company that published defamatory content, resulting in a public apology and financial compensation [3]. - NIO and other companies have also reported similar issues and are actively participating in a joint regulatory effort to combat black PR and improve the industry’s public image [4][12]. Group 3: Industry Impact and Call for Action - The black PR issue is significantly disrupting market order and harming consumer rights, prompting companies to take legal action against malicious actors [4][10]. - Industry leaders emphasize the need for stronger regulatory measures and collaboration among industry associations to create a healthier public discourse around automotive brands [12].

Core Insights - The electric vehicle (EV) industry is shifting focus from burning cash to achieving profitability, with major players setting clear profit targets for 2025 [2][3][10] - NIO, Li Auto, and Leap Motor have already achieved profitability, while Xiaomi and Xpeng are approaching it, indicating a competitive landscape where self-sustainability is prioritized over subsidies [3][4][10] Group 1: Profitability Goals - NIO's founder Li Bin stated that the company must achieve quarterly profitability by Q4 2025 without relying on external subsidies [2] - Xpeng's founder He Xiaopeng also emphasized a similar goal for profitability by Q4 2025 [2] - Xiaomi's founder Lei Jun mentioned that losses in its automotive business are narrowing, with expectations of profitability in Q3 or Q4 of this year [3] Group 2: Current Financial Performance - Li Auto reported a net profit of 1.1 billion yuan in Q2, while Leap Motor achieved a net profit of 160 million yuan [4] - Li Auto's revenue decreased by 4.5% year-on-year, with a significant drop in average vehicle price by 25.36% [6][8] - Xiaomi's automotive revenue reached 20.6 billion yuan, more than double the 6.2 billion yuan from 2024, with a gross margin of 26.4% [11][13] Group 3: Strategic Approaches - Xiaomi is focusing on increasing revenue while also investing heavily in R&D and marketing, indicating a growth phase [11][13] - Xpeng is combining revenue growth with strategic cost management, increasing R&D investment by 50.4% while reducing the number of stores [14] - NIO is aggressively cutting costs and streamlining operations, with a significant reduction in sales and management expenses [15][24] Group 4: Market Positioning and Challenges - Li Auto is facing challenges with declining sales guidance and pressure from new competitors, particularly with the upcoming launch of the i6 model [8][9] - NIO's unique battery swapping model presents both opportunities and constraints, requiring a significant vehicle ownership base to achieve profitability [22][24] - The competitive landscape is intensifying, with companies needing to innovate and adapt to maintain market share and profitability [27][28]

Group 1 - NIO Inc. experienced a significant drop of nearly 9% in its stock price but rebounded approximately 2% in pre-market trading [1] - The company announced the completion of a $1 billion equity issuance, equivalent to approximately 71 million RMB [1] - This marks NIO's second public financing plan this year, having previously announced a share placement in March to raise 3.5 billion HKD at a price of 29.46 HKD per share [1] Group 2 - NIO's total financing in the secondary market has exceeded 10 billion RMB this year [1] - If the company achieves a sales target of 150,000 vehicles in the fourth quarter, it may have the opportunity to achieve non-GAAP profitability for that quarter [1] - The company's market capitalization stands at approximately $12.899 billion [1]

来源：中国基金报 【导读】蔚来汽车宣布新的股票发行计划 中国基金报记者 林雪 9月10日晚间，造车新势力蔚来汽车宣布了一项新的股票发行计划，拟发行不超过1.82亿股A类普通股。 9月初公布的财报显示，蔚来实现营业收入190.09亿元，同比增长9%。 蔚来汽车宣布发行股票募资 为年内第二次公开融资 9月10日，蔚来汽车发布公告称，公司拟发行不超过1.82亿股A类普通股，其中包括美国存托股（ADS） 的发行。公司将根据投资者意向在美国存托股发行及普通股发行之间进行分配。 公司还称，计划授予股权发行承销商一项30天可额外购买至多2727.27万股美国存托股的期权，如果行 使，将仅以美国存托股结算。 蔚来汽车称，计划将本次股权发行所得款项净额用于投资智能电动汽车核心技术的研发，开发旗下品牌 的未来技术平台和车型，扩大充换电网络，进一步强化公司资产负债表，为长期发展提供资金支持。 公告显示，摩根士丹利亚洲、瑞银证券、瑞银集团香港分行和德意志银行香港分行将担任本次股票发行 承销商的代表。 8月交付新车3.13万辆 李斌为四季度设立盈利目标 近年来，蔚来汽车已从单一品牌发展为拥有蔚来、乐道、萤火虫等多个品牌的集团。这些新品 ...