2025广州车展，问界全系车型重磅亮相。其中，问界M9凭借强大产品实力，吸引了无数媒体与观众驻 足围观，成为展会焦点。截至目前，问界M9全系累计交付突破26万辆，创下50万级豪华车交付新纪 录，用实打实的市场成绩充分印证了产品认可度，资本市场也持续看好其长期发展潜力。 资本市场对问界的青睐，不仅源于其亮眼的业绩表现，更看重产品矩阵构筑的长期竞争护城河。中信建 投最新研报指出，当前品牌处于强产品周期阶段，问界M8以及全新问界M7持续保持热销态势，推动公 司盈利结构实现质的跃升——从2024年"问界M9单品热销"过渡为2025年"问界M9、M8、M7、M5 四箭 齐发"，盈利能力持续增强。 与此同时，用户口碑的持续领跑，为问界的市场表现注入了更强支撑。据杰兰路《2025年度上半年新能 源汽车品牌健康度研究》，问界M9稳居新能源全车型用户净推荐值（NPS）榜首。同时，中国汽车流 通协会报告显示，问界M9连续三个月位列中国插电混动（含增程）车型保值率第一，印证了其卓越的 产品力与市场认可。 问界M9的现象级成功为中国汽车产业提供了宝贵经验，将助力中国汽车产业实现从技术追赶到市场引 领的历史性转变，持续为资本市场打开更 ...

长沙晚报掌上长沙11月25日讯（全媒体记者 刘捷萍 通讯员 汪宏桥）系列促消费举措精准发力，长沙消费市场持 续升温！11月25日，记者从市商务局获悉，1—10月全市社会消费品零售总额达4775.98亿元，同比增长5.1%，活 力图景尽显——20位消费者斩获购车49999元大奖，130余家首店扎堆亮相，"湘超"赛事票根激活文体消费新潜 力，多元消费场景共同绘就星城消费旺势。 3870名购车消费者喜中大奖 "本来只是想换辆新能源车，没想到能中大奖！"市民王先生10月购置了一辆20余万的新能源车，参与了长沙十月 汽车促消费活动购车抽奖，喜中一等奖49999元现金大奖。 本次汽车促消费活动由市商务局主办，10月全月消费者在长沙购买5万元（含）以上的新车，提交报名信息参与购 车抽奖，最终3870名消费者中签，真正实现"购车即有奖"。 在政府真金白银的支持下，10月的长沙汽车消费市场活力十足。 双节前夕，各大车企纷纷推出全新车型，比如蔚来全新ES8、问界M7、理想i6、吉利银河M8以及比亚迪秦PLUS 进取型等，为消费者提供了丰富的选择。 "双节期间蔚来在长沙乃至湖南全省的销售情况很好，在全新ES8加持下，实际销售和订单 ...

Industry Information - CATL and Haibosich signed a 10-year strategic cooperation agreement to enhance their advantages in energy storage technology and smart manufacturing [9] - The price of lithium iron phosphate has rebounded by approximately 10% since October, driven by strong demand from automakers and battery manufacturers [9] - A breakthrough in the certification and review technology system for domestic automotive chips has been achieved, addressing the challenges of "dare not use, cannot use" [9][10] - As of the end of October, China's electric vehicle charging infrastructure reached 18.645 million units, a year-on-year increase of 54% [11] - A total investment of nearly 10 billion yuan has been signed for 16 key projects in the new energy industry in Changzhou [12] - In the first ten months, Beijing's new energy vehicle production increased by 150% year-on-year [12] - The new AITO M7 has surpassed 30,000 deliveries within 57 days of its launch [12] - Guoxuan High-Tech has officially started mass production of standard battery cells [12] - Huawei's advanced driving solution for L3 level is set to launch commercially, marking a significant step in autonomous driving technology [12][14] - In Liuzhou, the total vehicle sales reached 1.265 million units in the first three quarters, a year-on-year increase of 33.7% [15] Policy Information - Hebei Province has adjusted its time-of-use electricity pricing policy, optimizing charging costs for electric vehicles with a peak-to-valley price difference of 70% [16][18] - Chengdu plans to build over 500,000 electric vehicle charging piles and more than 200 battery swap stations by 2030 [21] - New regulations for electric vehicle charging infrastructure in Guangxi have been proposed to clarify responsibilities among stakeholders [21] - Beijing is increasing financial support for the purchase of new energy vehicles [21] - Shenzhen is providing subsidies of up to 5 million yuan for the construction of solar-storage charging and battery swap projects [21] - The Ministry of Industry and Information Technology has announced mandatory national standards for intelligent connected vehicle safety, marking a key step in autonomous driving regulation [21][25] - The Ministry of Finance and the Ministry of Industry and Information Technology are seeking public opinions on government procurement standards for new energy vehicles [21][26] Company Information - Leap Motor reported a total revenue of 31.562 billion yuan in Q3, a year-on-year increase of 9.1% [32] - Leap Motor achieved a net profit of 150 million yuan in Q3, delivering 173,900 vehicles [32] - Xiaomi's Ultra Club racing service has expanded to its 13th city, adding the Guangdong International Circuit [32] - Xiaomi's HAD autonomous driving system is set to upgrade to a new generation XLA architecture in Q4 [32] - Avita Technology signed a business cooperation framework agreement with the Chongqing branch of the Industrial and Commercial Bank of China [32] - NIO's Firefly right-hand drive model has entered mass production, with the first batch shipping to Singapore [34] - NIO has completed the battery swap route in the western Sichuan region, covering popular tourist areas [34] - BYD's sales in the UK have surpassed 50,000 units [34] - Leap Motor's first overseas model cooperation project with FAW has been launched, expected to go into production next year [34] - Xiaopeng Motors plans to launch seven new models next year, including three super electric range-extended products in Q1 [34] - Seres is actively expanding into overseas markets, focusing on high-end smart electric vehicles [34] - Xiaomi's third-quarter profit from electric vehicles and AI reached 700 million yuan [34] - GAC Aion has become the first company in the country to obtain a high-speed L3 testing license for vehicles in collaboration with Huawei [34] - NIO's ES6 model has reached a cumulative delivery of 300,000 units [34] - Geely and Renault have officially launched their strategic cooperation in Brazil, investing 3.8 billion reais (approximately 5.1 billion yuan) [34] - Xiaomi is expected to complete its annual delivery target of 350,000 vehicles ahead of schedule [34] - Tesla's global supercharging stations have exceeded 75,000 [34] - Xiaomi's 500,000th vehicle has officially rolled off the production line, marking a significant milestone [34] - Li Auto is accelerating product iteration and global expansion, moving away from a "cookie-cutter" design approach [34]

閤先庆直言："与华为合作过程中双方团队争吵非常多，有时候拍桌子关门就走，再接着回来干，因为很多时候，华为公司提出了很多要求我们认为是不可 能实现的，但是这样的事情一件件都在被实现。"华为智能汽车解决方案BU CEO靳玉志在沟通会上也表示，双方团队在合作过程中曾出现激烈争执，程度 甚至达到"拍桌子、甩门而出"。对此，启境品牌CEO刘嘉铭解释道："用'吵架'来形容也不为过。但这正是为了挑战最高目标，集合各方优势，共同解决问 题。" 在双方"激烈"的磨合下，11月20日，全新高端智能新能源汽车品牌"启境"在广州正式亮相。这一品牌由华为乾崑与启境团队联合打造，也是华为乾崑"境"系 列的首个落地项目。记者获悉，启境计划在明年推出两款全新车型，标志着其产品化进程正式启动。 "启境"这一命名背后也颇具深意。广汽集团董事长冯兴亚回忆称，在拜访华为创始人任正非时，对方建议品牌应兼具年轻化和科技感。最终，"启境"这一名 字得以确定，寓意开创新境、探索未来，同时与华为乾崑的智能汽车战略相呼应。 "不存在同质化竞争。每个品牌的定位不同，面向的市场和用户群也不相同。"11月21日在广州车展上，广汽集团总经理閤先庆首次回应了外界所关心 ...

Core Viewpoint - The release of the Cyrus Magic Cube Technology Platform 2.0 marks a significant upgrade in the development of AI-driven smart electric vehicles, aiming to establish the brand as a leader in high-end and intelligent automotive solutions in China [1][3]. Group 1: Technology and Innovation - The new platform emphasizes panoramic intelligence and smart safety, upgrading aspects such as smart energy, intelligent chassis, EEA architecture, and smart space [1]. - The platform integrates AI technology to create a more emotional, intelligent, safe, and reliable mobility experience [3]. - The platform supports a high-pressure architecture that enhances the integration of range extension and electric drive, optimizing vehicle performance for economic efficiency [6]. Group 2: Safety and User Experience - The platform features a five-layer, fifteen-fold battery safety system, along with advanced technologies for noise reduction and vibration suppression, ensuring a quiet driving experience [7]. - The intelligent chassis has been upgraded to provide flexible control, comfort, and safety redundancy, incorporating advanced technologies for road and curve prediction [9]. - A comprehensive intelligent safety system is established, focusing on life protection, vehicle body protection, health care, and privacy protection [15]. Group 3: Market Position and Performance - Since its launch, the Wanjie brand has released several models, achieving over 900,000 users, with the Wanjie M9 and M8 leading their respective sales categories [18]. - The total mileage of assisted driving has exceeded 4.45 billion kilometers, indicating a significant increase in user confidence and safety [18]. - The brand's commitment to safety is demonstrated by 2.39 million AEB activations, preventing potential collisions [18]. Group 4: Ecosystem and Collaboration - The company is building an advanced intelligent testing system and collaborating with industry partners to create a comprehensive automotive ecosystem, enhancing data operations and computational capabilities [17]. - The platform's design allows for modular support across various vehicle types and sizes, promoting flexible production and adaptability to different user scenarios [13].

Core Insights - The article discusses the significant upgrade of the Seres Magic Cube Technology Platform to version 2.0, transitioning from software-defined to AI-defined, aimed at enhancing smart electric vehicles [2][4]. Group 1: Technology Platform Upgrade - The new Magic Cube Technology Platform 2.0 emphasizes panoramic intelligence and intelligent safety, with upgrades in smart energy, intelligent chassis, EEA architecture, and smart space [2]. - The platform's architecture has evolved from "distributed regional control" to "central vehicle control + regional control," supporting large model applications and end-to-end evolution, enabling sharp perception, smart decision-making, and efficient execution [4]. Group 2: Modular and Flexible Design - The platform's modular design allows it to support multiple vehicle types (sedans, SUVs, MPVs, off-road vehicles) and sizes (B-D class), facilitating flexible production [4]. - It also enhances support for active suspension, steer-by-wire, and multi-motor systems, allowing for more flexible spatial layouts and covering nine travel scenarios, including commuting and outdoor activities [4]. Group 3: Testing and Collaboration - The company has established an advanced intelligent testing system driven by scenarios, combining full-scene testing with simulation testing, utilizing over 100,000 test cases to deliver high-reliability products [5]. - Seres is actively collaborating with industry partners to build an automotive industry brain, achieving full-chain collaboration and innovative integration [5]. Group 4: Partnership with Huawei - The collaboration with Huawei since 2021 has been pivotal, leading to the development of comprehensive Huawei smart technologies, including advanced driver assistance systems that have attracted many users [5]. - As of now, the total mileage for the assisted driving feature has exceeded 4.45 billion kilometers, with an average daily increase of 11.75 million kilometers [5]. Group 5: Product Launch and User Base - The Wanjie brand has launched four major product series since its inception, with the Wanjie M9 and M8 leading in their respective sales categories [6]. - The cumulative user base for Wanjie has surpassed 900,000, indicating strong market acceptance and popularity [6].

软件架构上，平台从"分布式区域控制"升级为"中央车控+区域控制"，支持大模型应用与端到端演进，实现敏锐感知、聪明决策与高效执行。智慧空间则采 用平台化、模块化设计，支持轿车、SUV等多种车型与尺寸，依托全域智慧场景引擎，覆盖通勤、休憩等九大场景，实现空间弹性扩展。 安全始终是问界的核心关注点，平台构建了涵盖生命保护、车身防护、健康呵护与隐私守护的四大智能安全体系，采用航空级材料打造轻质高强车身，通过 主被动融合技术实现多姿态自适应防护，并以"智慧健康管家"升级座舱体验，全方位保障用户安全与隐私。 11月21日，赛力斯（601127）魔方技术平台2.0在广州国际车展正式亮相，标志着问界技术体系迈入全新阶段，也是问界冲击"中国高端+智能化第一品牌"的 关键实践。 分享会上，赛力斯汽车总裁何利扬表示："全新魔方技术平台2.0以全景智慧为引领，以智能安全为底座，对智慧能源、智能底盘、EEA架构和智慧空间进行 了全新升级，是面向AI驱动的智慧电动汽车平台！" 面对汽车产业智能化转型的浪潮，AI技术正成为重塑汽车行业格局的核心驱动力，赛力斯魔方技术平台2.0为打造有情感、更智慧、更安全、可信赖的移动 智能体和生活伴侣构筑 ...

以下文章来源于刘润 ，作者点这里关注→ 刘润 . 降低商业的认知门槛。刘润，润米咨询创始人，"5分钟商学院"课程主理人，著名商业顾问，曾为海 尔、中远、恒基、百度等企业提供过战略咨询服务，每年10月举办"进化的力量·年度演讲"，为创业者 企业家提供年度规划的参考方向，一起更早看到未来。 来源丨 刘润 （ID： runliu-pub ） 作者丨二蔓 编辑丨歌平 一觉醒来。 咦？怎么有这么多的人，都在讨论"理想放弃学习华为"的事儿？ 仔细一查。才知道，最近的理想，确实有挺多动作。比如，创始人李想亲自接管人事工作。比如，几 位华为系高管相继离职。比如，放弃华为特色的PBC绩效模式，重启OKR管理。 要知道，过去的几年里，理想一直在认真学习华为。华为系高管，PBC绩效模式，也都是"学习华 为"的产物。据说，理想还会要求管理团队，阅读至少十本关于华为的书。 这种感觉，就 像是一位优秀的学生 ，突然说"以后我不来了"。 所以一时间，很多人都在说，理想正在"放弃学习华为模式"，正在"去华为化"。 那么，理想为什么突然不学华为了？是因为学不会吗？还是因为华为的模式不够好？ 有人说，是因为华为的狼性文化，种不到理想的土壤里。有 ...

Core Viewpoint - The release of the Cyrus Magic Cube Technology Platform 2.0 marks a significant upgrade aimed at establishing the brand as a leader in high-end and intelligent vehicles in China, focusing on high safety, reliability, performance, quality, and value for users [1][19]. Group 1: Technology and Innovation - The new platform emphasizes AI-driven smart electric vehicles, enhancing smart energy, intelligent chassis, EEA architecture, and smart space [1][3]. - The platform integrates advanced AI capabilities to create a more emotional, intelligent, safe, and reliable mobile companion [3]. - The platform's architecture has evolved from distributed regional control to a centralized control system, supporting large model applications and end-to-end evolution [10]. Group 2: Product Features and Performance - The smart range-extended electric technology solution offers high integration with a high-voltage architecture, ensuring optimal vehicle operation and energy efficiency [6]. - The intelligent chassis features include road preview and curve prediction technologies, enhancing safety and comfort through dual backup systems [8]. - The platform supports multiple vehicle types and flexible production, allowing for a wide range of configurations and use cases [12]. Group 3: Safety and User Experience - The brand prioritizes safety as the ultimate luxury, implementing a comprehensive intelligent safety system covering life protection, vehicle body protection, health care, and privacy protection [15][14]. - The company has developed a robust testing system with over 100,000 test cases to ensure high reliability and user satisfaction [17]. - The brand has achieved significant user engagement, with over 900,000 cumulative users and leading sales in its vehicle segments [19][21]. Group 4: Future Outlook - The company aims to continue user-centric development through deep collaboration with strategic partners, focusing on innovation and rapid product iteration in the AI and automotive sectors [21].

格隆汇11月21日｜在今日的2025广州车展上，赛力斯汽车总裁何利扬宣布，AITO问界系列车型累计交 付突破90万辆。问界M9累计交付26万+，问界M8累计交付13万+，问界M7累计交付35万+，问界M5累 计交付16万+。何利扬还表示，截至目前，问界系列辅助驾驶总里程达44.5亿公里。 ...