点 击 蓝 字 关 注 我 们 本文全文共 3589 字，阅读全文约需 12 分钟 目录 国内新闻 国外新闻 商用车 国内新闻 1 1.中国半导体行业协会张立:半导体产业正迎来新一轮变革 2.长城汽车发布VLA辅助驾驶大模型 3.小米发布跨域智能大模型MiMo-Embodied 4.阿维塔正式登陆拉美市场 5.长安汽车宣布进入印尼市场 6.五菱缤果马来西亚开启预售 将于12月正式上市 7.国内首条大容量全固态电池产线建成 8.中国一汽战略投资卓驭科技 1.英国政府将追加13亿英镑电动汽车补贴 2.阿联酋计划投资10亿美元扩大非洲AI基础设施 3.特斯拉在韩国推出全自动驾驶软件 4.通用汽车计划投资约5.5亿美元扩大美国汽车生产 1. 宁德时代×上汽商用车达成深度战略合作 2. 奥铃智蓝EL寒区版上市 3.Tunland V7与V9皮卡南非上市 4. 潍柴蓝擎X7新一代轻卡重庆区域正式上市 中国半导体行业协会张立:半导体产业正迎来新一轮变革 时间:2025.11.24 来源:财联社 11月23日，在第二十二届中国国际半导体博览会（ICChina2025）开幕式上，中国半导体行业协会副理事 长兼秘书长、中国电子信 ...

Group 1 - Tesla is being sued in Washington state due to a fatal accident involving a Model 3, where the vehicle's door handle design allegedly hindered rescue efforts after a crash that resulted in one death and one serious injury [2] - GAC Group plans to enhance its battery swapping strategy in collaboration with CATL, aiming for all Aion models to be "chargeable and swappable" [2] - The launch of the limited edition Ledo L90 Black Knight, with 999 units available, was announced at the Guangzhou Auto Show, featuring a price of 306,800 yuan and a battery rental option priced at 220,800 yuan [2] - Avita officially entered the Latin American market with the launch of Avita 11 in Brazil, partnering with CAOA Group for market introduction, sales, and after-sales support [2]

Core Insights - The 2025 Munich International Motor Show focused on innovation in mobility, showcasing a shift towards integrated mobility platforms with the theme "It's All About Mobility" [1] Group 1: Event Overview - The event attracted approximately 750 exhibitors from over 30 countries, with international exhibitors making up more than 55%, a record high [3] - Chinese exhibitors numbered 116, maintaining growth from the previous year, and were the largest group among international participants [3] - The presence of 16 Chinese automotive manufacturers highlighted the strength and complete ecosystem of China's new energy vehicle industry [3] Group 2: Chinese Exhibitors and Innovations - Notable Chinese companies included BYD, Xpeng, and Avita, showcasing various models and advanced technologies [3][5] - Xpeng unveiled five new models, including the P7 and G6, and introduced cutting-edge exhibits like humanoid robots and flying cars [5] - Avita presented its first emotional intelligence concept car and several luxury models, emphasizing its focus on original design and smart technology [7] Group 3: Technological Advancements - BYD introduced a megawatt-level electric platform, achieving the highest charging power globally at 1 megawatt [7] - CATL showcased a new battery safety technology that prevents fire and smoke during thermal runaway [7] - EVE Energy highlighted its standardized, zero-expansion cylindrical batteries and a digital identification system for battery traceability [7] Group 4: European Automakers' Responses - Major European automakers, including BMW, Volkswagen, and Mercedes-Benz, launched new electric models and emphasized their strategies to compete with Chinese brands [8][9][10] - BMW plans to launch 40 new or upgraded models by 2027, with a focus on the Chinese market [8] - Mercedes-Benz's CTO expressed confidence in competing against Chinese electric vehicle manufacturers, indicating a strategic shift in response to the growing presence of Chinese brands in Europe [10]

Core Insights - Multiple companies reported significant growth in electric vehicle (EV) sales for July, indicating a robust market performance in the EV sector. Group 1: Sales Performance - BYD achieved sales of 344,296 units in July, a slight increase from 342,383 units year-on-year, with overseas sales of passenger cars and pickups reaching 80,178 units, up 159.5% [9] - SAIC-GM-Wuling reported total global sales of 123,341 units, a year-on-year increase of 13.7%, with new energy vehicle sales at 73,901 units, up 50.9% [11] - Leap Motor's sales reached 50,129 units, marking its first month surpassing 50,000 units, with a year-on-year growth exceeding 126% [15] - Xpeng Motors delivered 36,717 vehicles, a year-on-year increase of 229% and a month-on-month increase of 6%, achieving a historical high for monthly deliveries [18] - Li Auto delivered 30,731 vehicles, showing a year-on-year decline of 40% and a month-on-month decline of 15.3% [21] - Xiaomi's deliveries exceeded 30,000 units, driven by the launch of its first electric SUV, YU7 [23] - Deep Blue's sales reached 27,169 units, reflecting a year-on-year growth of 62% [28] - GAC Aion sold 26,557 units, with a strong charging infrastructure supporting its growth [32] - NIO delivered 21,017 vehicles, with a year-to-date growth of 25.2% [36] - Zeekr sold 16,977 units, maintaining a consistent monthly sales performance [38] - Lantu achieved sales of 12,135 units, with a year-on-year increase of 102% [40] - Avita's sales reached 10,062 units, marking a year-on-year growth of 178% [41] - ARCFOX delivered 9,436 units, with a year-on-year increase of 50.35% [45] - Zhiji delivered 7,027 units, with a month-on-month increase of 16.6% [47] - Hongmeng Zhixing's total sales reached 47,752 units, maintaining a leading position among new energy and luxury brands [51] Group 2: Market Trends and Developments - The overall performance of the EV market in July indicates strong consumer demand and competitive dynamics among various manufacturers [2][3] - The introduction of new models and expansion of sales channels, including international markets, are key strategies driving growth for several companies [15][23][28] - The competitive landscape is intensifying, with some companies facing challenges in maintaining growth rates amid increasing market competition [21]

Industry Overview - In May, the automotive industry focused on intense competition, with significant attention on price wars and public disputes, reflecting a clear stance against "involution" from regulatory bodies and industry associations [2] - The electric vehicle (EV) market experienced a significant surge, with most companies reporting strong performance, particularly BYD, Leap Motor, and Xpeng, which led the industry with substantial growth [2] Company Performance - **BYD**: Sold 382,476 vehicles in May, a year-on-year increase of 15.3%. Of these, 88,640 were sold overseas, and the sales of its Dynasty and Ocean series reached 348,393 [5][6][7] - **Geely**: Achieved total sales of 235,208 vehicles in May, with 138,021 being new energy vehicles (NEVs), accounting for 59% of total sales. Cumulative NEV sales from January to May reached 602,784 [8][9] - **SAIC-GM-Wuling**: Reported global sales of 134,419 vehicles, a 20.7% increase year-on-year, with NEV sales of 74,201, marking a 52.2% growth [13][14] - **Leap Motor**: Delivered 45,067 vehicles in May, representing a growth rate exceeding 148%, maintaining its lead among new car manufacturers [16][17] - **Li Auto**: Delivered 40,856 vehicles in May, a 16.7% increase year-on-year, with expectations for stable monthly deliveries of the new MEGA model [19][20] - **Xpeng**: Achieved a delivery of 33,525 vehicles in May, a remarkable 230% increase year-on-year, continuing a trend of over 30,000 monthly deliveries for seven consecutive months [25][26] - **Great Wall Motors**: Sold 102,231 vehicles in May, with NEV sales of 32,638, reflecting a 32.41% year-on-year increase [29][30] - **Xiaomi**: Exceeded 28,000 vehicle deliveries in May, maintaining consistent sales over the past eight months [35][36] - **GAC Aion**: Sold 26,777 vehicles in May, with significant advancements in its driving assistance systems [38][39] - **Deep Blue**: Reported a total delivery of 25,521 vehicles, a 78% increase year-on-year [43][44] - **NIO**: Delivered 23,231 vehicles in May, a 13.1% increase, with several new models launched [46][48] - **Avita**: Achieved sales of 12,767 vehicles in May, a 179% increase, marking a historical high [51][52] - **Lantu**: Sold 10,022 vehicles in May, a 122% increase year-on-year, with new product plans announced [55] - **SAIC-GM New Energy**: Reported a total of 9,117 NEV sales in May, a 3.2% increase year-on-year, with a significant month-on-month rise of 66.4% [58][59] - **Hongmeng Zhixing**: Delivered 44,454 vehicles in May, setting a new historical record [62][63]

Core Insights - Multiple new energy vehicle companies reported their sales figures for May, showcasing significant growth across the sector [1] Group 1: Company Performance - Zeekr Technology achieved sales of 46,538 units in May, marking a year-on-year increase of 15.2% and a month-on-month increase of 12.6%, maintaining over 40,000 monthly sales for three consecutive months [2] - Leap Motor delivered 45,067 vehicles in May, with a growth rate exceeding 148%, solidifying its position as a leader among new car manufacturers [4] - Hongmeng Zhixing reported a record delivery of 44,454 vehicles in May, with significant contributions from various models including 15,481 units of the Aito M9 [6] - Li Auto delivered 40,856 vehicles in May, reflecting a year-on-year growth of 16.7%, with a cumulative delivery of 1,301,531 vehicles as of May 31, 2025 [9] - XPeng Motors delivered 33,525 vehicles in May, achieving a remarkable year-on-year growth of 230%, and has maintained over 30,000 deliveries for seven consecutive months [12] - Xiaomi Auto reported over 28,000 vehicle deliveries in May, while preparing for mass production of the Xiaomi YU7 [14] - NIO delivered 23,231 vehicles in May, with a year-on-year increase of 13.1%, bringing its total deliveries to 760,789 vehicles [16] - Avita achieved sales of 12,767 vehicles in May, a year-on-year increase of 179%, marking its third consecutive month of sales exceeding 10,000 units [17] - Lantu Auto reported sales of 10,022 vehicles in May, reflecting a year-on-year growth of 122% [19]

销量突破70万辆，在长安汽车交出的一季度成绩单中，新能源车集体崛起成为一大亮点。 长安汽车最新发布的销量快报显示，2025年3月，长安汽车销量为268052辆，同比增长3.5%，一季度销 量突破70万辆，实现了开门红。3月份，长安汽车新能源车销量突破8万辆，达87036辆，同比增长 62%；3月海外销量达50048辆，同比增长4.9%。 新能源车"三兄弟"在销量上齐头并进，使到长安汽车新能源车销量上月同比增长超六成。 其中，长安启源3月销量为15274辆，累计销量超过22万辆，正加速向规模化效益转化。上月，全新车型 长安启源Q07已开启预订。 进入2025年后，长安汽车率先将智能化推进至全新高度，正式启动了"北斗天枢2.0"计划，围绕数智产 品、数智运营、数智制造、数智生态四大核心领域，制定了清晰的"四大数智升级"行动。其中，"升级 数智产品，推进智驾平权"被列为首要任务。 今年3月，长安汽车举办品牌欧洲发布会，标志企业"152"全球布局基本完成，实现全面"走出去"。据透 露，长安在海外还有四个任务要完成：一是东南亚罗勇工厂投产；二是欧亚区域KD项目正式投产；三 是中南美完成巴西子公司设立；四是中东非完成CH ...