Group 1 - Xiaopeng Motors launched the new AI smart family SUV model, Xiaopeng G7, claiming it to be the world's first L3-level computing power super AI car [1] - The launch follows Xiaomi's introduction of its first SUV model, YU7, indicating a competitive push in the domestic SUV market against Tesla's Model Y, which has long dominated the global new energy SUV market [2][3] - Xiaopeng G7 is positioned to redefine the standards for mid-to-large family SUVs, with a comprehensive comparison against Model Y in terms of space, intelligence, comfort, safety, and battery technology [3] Group 2 - Xiaopeng G7 Ultra features three Turing AI chips, achieving an effective computing power of 2250 TOPS, significantly higher than Tesla's Model Y, which has a Full Self-Driving (FSD) subscription fee of 64,000 yuan and only 720 TOPS of computing power [4][5] - The G7's intelligent cockpit AI computing power exceeds 800 TOPS, 26 times greater than industry flagship models, and it includes a unique "Chasing Light Panorama" heads-up display developed in collaboration with Huawei, addressing common industry pain points [5] - Xiaopeng G7 is priced lower than Model Y, with three versions priced at 195,800 yuan, 205,800 yuan, and 225,800 yuan, compared to Model Y's prices of 263,500 yuan and 313,500 yuan for different configurations [5] Group 3 - Xiaopeng Motors' product manager indicated that Model Y's pricing is dynamically adjusted based on production capacity and market supply, and Xiaopeng G7 may also consider dynamic pricing adjustments in the future [7] - CEO He Xiaopeng emphasized the importance of technology over price competition, stating that Xiaopeng aims to improve technology rather than engage in price wars [11] - In the first half of 2025, Xiaopeng Motors achieved a cumulative delivery of 197,200 vehicles, being the only new car manufacturer to meet 50% of its annual target, with a consistent delivery of over 30,000 vehicles for eight consecutive months [10]

在汽车智能化的"浪潮"中，各类创新技术如雨后春笋般涌现，不断重塑人们的驾乘体验。日前，小鹏汽车联合华为智能汽车解决方案发布的AR-HUD （增强现实抬头显示）——"追光全景"就吸引了众多关注。 小鹏汽车宣称，"追光全景"是全球首个真正融入AI智能辅助驾驶的HUD解决方案，同时也是视觉效果最佳的AR-HUD。即将亮相的小鹏年度首款全新车型 G7，将率先应用这一创新技术。 "追光全景"的发布仿佛一个信号，体现了AR-HUD技术不断迭代、产品体验升级的趋势，也预示着这一细分市场有望迎来新一轮增长。那么，ARHUD能完 成从高端配置向智能辅助驾驶刚需的跃迁吗？ AR-HUD产品强势来袭 据介绍，随着智能辅助驾驶的快速发展，用户对安全、即时信息获取的需求日益增长，而汽车传统中控屏和仪表盘需要驾驶员低头查看，存在一定的安全隐 患。AR-HUD可将关键信息直接投射到驾驶员视线前方，让他们在不离开道路视线的情况下获取信息，因此成为近年来用户关注度较高的智能化配置之一。 然而，目前市面上的ARHUD在实际应用中普遍存在看不清、晕眩、遮挡视线等问题，根本原因在于做好ARHUD需要硬件平台、软件算法、人机交互设计 等多个环节的深度 ...

7月作为下半年车市开局之月，众多车企将推出重磅新车抢占市场。以下是本月值得关注的上市新车盘点，涵盖燃油、混动及纯电车型，为消费者提供 多样化选择。 比亚迪海狮06：主打科技感与实用性 比亚迪海狮06是比亚迪海洋网即将推出的中型SUV，包括插电混动（DM-i）和纯电（EV）版本，采用第五代DM技术和e平台3.0 Evo打造，价格为16万 元-20万元。 造型依旧采用海洋美学的设计风格，车头为封闭式格栅，两侧配备双层前大灯，该车也是海洋网首款采用分体式大灯的车型。车身侧面，车顶线条向后 下沉，搭配悬浮式车顶设计，提升时尚感。环形贯穿式尾灯采用"水滴"造型，内部经过熏黑处理，点亮后具有不错的辨识度。 内部采用简约科技风格，嵌入式全液晶仪表盘与大尺寸悬浮式中控屏形成双屏布局。中央扶手区域，车辆将配备无线充电以及启动按钮等常用的物理按 键。 动力方面，海狮06 DM-i/EV分别采用第五代DM技术和e平台3.0 Evo打造。其中，插混版搭载的1.5L发动机最大功率74kW，电机最大功率160kW，配备 18.3kWh和26.6kWh电池组，WLTC工况下纯电续航里程分别为93km和130km；纯电车型提供两驱和四驱车型 ...

◆智能网联组合驾驶辅助安全国标立项公示 6月4日，全国标准信息公共服务平台公示关于征求《智能网联汽车组合驾驶辅助系统安全要求》拟立项强制性国家标准项目意见的通知。国家标 准计划《智能网联汽车组合驾驶辅助系统安全要求》由工信部提出，委托全国汽车标准化技术委员会智能网联汽车分会执行。主要起草单位包括中国 汽车技术研究中心有限公司、东风汽车集团股份有限公司、华为技术有限公司等。项目周期22个月，于2024年3月22日申报。公示开始日期为2025年6 月4日，公示截止日期为2025年7月4日。 点评：以强制标准为智能驾驶安全筑基，终结行业"野蛮生长"时代 ◆八部门就《汽车数据出境安全指引（2025版）》公开征求意见 日前，工业和信息化部等八部门公开征求对《汽车数据出境安全指引（2025版）》的意见，汽车数据处理者向境外提供汽车数据，符合以下情形 之一的，应当申报数据出境安全评估：（1）向境外提供重要数据；（2）自当年1月1日起累计向境外提供100万人以上3个人信息（不含敏感个人信 息）；（3）自当年1月1日起累计向境外提供1万人以上敏感个人信息；（4）关键信息基础设施运营者向境外提供个人信息；（5）国家有关规定明确 ...

从行业角度看，所有市场关系的变化，无不是出于发展需求的改变。随着汽车行业市场竞争不断加剧， 未来竞争已经不再是以往简单的技术比拼，而是生态竞争与资源整合能力的竞争。作为车企，谁能更好 地整合资源、拓展生态，谁就能在激烈的市场竞争中赢得更多生存和发展空间。 由小鹏汽车与华为的合作也可以看到，在智能化"下半场"的多维比拼中，面对技术壁垒高筑、研发成本 飙升的"围城"，"核心技术自研＋关键领域合作"正成为车企破局的利器。由此可见，双方的竞合也是 从"单兵突围"向"生态共建"转变的一个标志。 6月11日，新上市的小鹏G7首次搭载了小鹏汽车联合华为智能汽车解决方案联手推出的车载"追光 全景"ARHUD抬头显示技术，这是小鹏全栈自研软件与华为顶级硬件强势联动，交出的"ARHUD终极答 卷"。从双方之前的AEB之争、自动驾驶路线之争，到此次合作，不难发现，在智能驾驶产业链扩展延 伸、单一企业难以掌握全链条优势的新格局下，资源整合能力正在成为车企竞争的重要筹码。 从整车企业角度看，双方从竞争走向竞合，反映出车企正在从之前的"全栈自研"向"核心技术自研＋关 键领域合作"转变的行业现实。前几年，坚持全栈自研的小鹏汽车曾与华为在智 ...

Core Viewpoint - Xiaopeng Motors is experiencing a significant turnaround in 2023, with increased sales and a positive market perception, highlighted by the launch of the G7 model, which features advanced AI capabilities and competitive pricing [4][10]. Product Launch and Features - The G7 is priced at 235,800 yuan, and within 46 minutes of its launch, it received 10,000 pre-orders [5]. - The G7 comes in two versions: the Ultra version with three Turing AI chips and the Max version with two Orin-X chips, both offering a standard range of 702 km [5][6]. - The Ultra version boasts an effective computing power exceeding 2200 TOPS, significantly higher than competitors, enhancing both driving assistance and user experience [6][7]. Market Position and Competition - Xiaopeng aims to compete in the 200,000 yuan SUV market, directly challenging Tesla's Model Y and other competitors like Xiaomi's YU7 [9][10]. - The company has seen a 300% year-on-year increase in vehicle deliveries, with over 160,000 units delivered in the first five months of the year [10]. Strategic Goals and Future Outlook - Xiaopeng plans to invest at least 4.5 billion yuan in AI development this year, aiming for profitability in Q4 2023 [13][14]. - The company is preparing to introduce high-level intelligent driving capabilities in Hong Kong and expand into more overseas markets [11][12]. Technological Advancements - The G7 features an AR-HUD developed in collaboration with Huawei, enhancing navigation in adverse weather conditions [8]. - Xiaopeng emphasizes the importance of computing power in AI vehicles, with the G7 being the first to achieve L3-level computing capabilities, although it is not classified as an L3 vehicle yet [7][23]. Consumer Insights and Market Trends - The increasing penetration of new energy vehicles in the market has shifted competition from within the segment to include traditional fuel vehicles [19]. - Xiaopeng's strategy includes offering a range of battery options to address consumer concerns about electric vehicle range, particularly in the 200,000 yuan market [20].

传统汽车经销商正在转向新能源自主品牌。 要闻提示 1、鸿蒙智行多界或设独立渠道 日前，有市场消息称，鸿蒙智行尊界、智界、尚界、享界均将建设独立的专网销售渠道，且已举行相关 品牌的经销商招商会，目前在筛选经销商资质。现阶段，鸿蒙智行对经销商的要求是快速进入经营，倾 向于在现有经销商体系内拓展门店。针对该消息，鸿蒙智行方面暂无回应。 一财点评：随着新能源汽车加速发展，传统经销商纷纷选择转投自主新能源品牌。早在2024年底，中 升、永达等经销商集团已经陆续通过调整旗下BBA授权门店，转型开拓问界门店或鸿蒙智行门店。据 不完全统计，2024年，鸿蒙智行体验中心、用户中心已建成超过800家。 2、比亚迪腾势赵长江回应"圆规掉头"磨损争议 6月13日，比亚迪腾势销售事业部总经理赵长江发文回应"圆规掉头"磨损争议："'圆规掉头'的设计初 衷，是为了解决用户遇到的'窄路掉头''大车难挪''停车不便'等难题。在进行'圆规掉头'时，两个后轮自 动开启最大外八模式，同时对后驱双电机进行智能差扭控制，让轮胎从滑动摩擦转变为滚动摩擦，最大 程度上减少了轮胎的磨损。一般轮胎的寿命在6万公里左右，而轮胎的安全花纹深度为6毫米。" 5、岚图 ...

" 一辆「未来」的车，怎么拿下现在的市场？ " 作者丨 韦艳娇 编辑丨田哲 从细分市场来看，小鹏G7与小鹏SUV产品线上的G6、G9差别不大，依然聚焦于家庭SUV用车。 对此，负责小鹏G系列车型的产品负责人Nike对三款车型的用户群进行解读。他表示，G6主要面向追求实 用与科技平衡的小康家庭；G7则聚焦中产年轻用户及家庭，强调空间表现与AI科技体验；而G9则面向对 性能、品质和整体驾乘体验有更高要求的用户群体。 小鹏G7的加入，标志着小鹏对SUV产品线的布局更加精细化，也凸显了其在该细分市场的战略重点。 自去年以来，小鹏汽车凭借MONA M03和P7+两款爆款车型逐步扭转颓势，但这两款车售价均在20万元 以下，其中售价在10-15万元区间的MONA M03，自上市以来占据了近一半销量。尽管高销量有助于摊 薄成本，但受限于较低的单车售价，仅靠MONA走量，恐难支撑小鹏实现今年四季度的盈利目标。 这是小鹏汽车今年第一款全新车型，号称"全球首款L３级算力AI汽车"。 6月11日，小鹏汽车旗下全新中型SUV——小鹏G7正式发布，共推出Max和Ultra两个版本：前者标配两 颗Orin-X芯片，后者配备三颗小鹏汽车自研 ...

" 一辆「未来」的车，怎么拿下现在的市场？ " 作者丨 韦艳娇 编辑丨田哲 这是小鹏汽车今年第一款全新车型，号称"全球首款L３级算力AI汽车"。 6月11日，小鹏汽车旗下全新中型SUV——小鹏G7正式发布，共推出Max和Ultra两个版本：前者标配两 颗Orin-X芯片，后者配备三颗小鹏汽车自研的图灵AI芯片，整体算力更高。 智能辅助驾驶体验方面，两者也设定了不同的接管目标。小鹏汽车团队预计Ultra版本每百公⾥接管⼀次， Max版本实现50公⾥接管⼀次。 据介绍，小鹏G7预售价为23.58万元起，将于今年第三季度上市。 小鹏G7 从细分市场来看，小鹏G7与小鹏SUV产品线上的G6、G9差别不大，依然聚焦于家庭SUV用车。 对此，负责小鹏G系列车型的产品负责人Nike对三款车型的用户群进行解读。他表示，G6主要面向追求实 用与科技平衡的小康家庭；G7则聚焦中产年轻用户及家庭，强调空间表现与AI科技体验；而G9则面向对 性能、品质和整体驾乘体验有更高要求的用户群体。 小鹏G7的加入，标志着小鹏对SUV产品线的布局更加精细化，也凸显了其在该细分市场的战略重点。 自去年以来，小鹏汽车凭借MONA M03和P7+两款 ...

Group 1 - The competitive landscape among new car manufacturers is evolving, with traditional leaders like "Wei Xiaoli" facing challenges, while competitors like Leap Motor are performing well in terminal sales [2] - There is a call within the industry for new car manufacturers to consider mergers and acquisitions due to financial pressures and operational challenges [2][3] - The survival of car manufacturers is increasingly dependent on their ability to achieve scale, with a critical sales threshold of 2 million units per year identified as necessary for self-sustainability [3][4] Group 2 - New car manufacturers are experiencing significant financial losses, with NIO reporting cumulative losses of 109.29 billion yuan from 2018 to 2024 [4] - Despite the financial challenges, some companies like XPeng and NIO are optimistic about achieving profitability in the fourth quarter, indicating a potential shift in their financial outlook [5] - The automotive industry is witnessing a trend where many brands may face shutdowns or restructuring, with predictions that up to 80% of fuel vehicle brands could be affected in the next 3 to 5 years [7] Group 3 - The concept of mergers and acquisitions is seen as a less detrimental option compared to business failures, with industry leaders advocating for a structured approach to facilitate these processes [8] - The value of new car manufacturers for traditional automakers in terms of mergers and acquisitions is questioned, as their innovations may not be sufficient to attract interest [8] - New car manufacturers are exploring partnerships and collaborations as an alternative to mergers, leveraging the scale and cost advantages of established players like Huawei [11][12]