点 击 蓝 字 关 注 我 们 本文全文共 4531 字，阅读全文约需 15 分钟 目录 国内新闻 1.商务部:将加强对二手车出口工作指导 3.GlobalLogic与沃尔沃深化合作 打造未来出行 2.5月汽车进出口250.6亿美元 同比增长3.2% 3.蔚来宣布NIO Day 2025改至秋季举办 4.阿维塔汽车全系升级华为乾崑ADS 3.3.2 5.鸿蒙智行智界R7 7月OTA升级说明 6.吉利汽车与安利捷汽车签约 开拓意大利新能源汽车市场 7.长安汽车欧洲建厂已启动选址 年内启动 8.全国首个人机共驾事故责任判定解决方案落地 国外新闻 1.美国取消三大芯片设计软件供应商对华出口限制 2.6月德国新注册乘用车数量同比下降13.8% 4.宝马自动充电机器人完成概念验证 商用车 1. 《城市物流配送汽车选型技术要求》7月1日实施 2. 潍柴蓝擎恒星新一代轻卡X7正式发布 3. 苇渡Windrose纯电重卡获美国EPA与CARB双认证 4. 京东物流推出自研VAN无人轻卡 国内新闻 1 商务部:将加强对二手车出口工作指导 时间:2025.7.4 来源:新浪汽车 据中国汽车工业协会整理的海关总署数据显示，2025 ...

文 | 智行驾道 在20万元以上的新能源汽车市场，SUV天然就比轿车更受欢迎——2024年，售价更贵的特斯拉Model Y 的销量，是Model 3的近三倍。 在打造了小米SU7这一爆款后，小米也渴望迎来自己的"Model Y"。 6月26日，小米YU7正式上市，三个版本售价分别为25.35万元、27.99万元和32.99万元。它的直接竞争 对手不只有"销冠"Model Y，还有极氪X7、智界R7、阿维塔07等一众自主品牌车型。 相比一年前的小米SU7，小米第二款车型小米YU7少了一些关注度，市场对这款车型讨论度已不似去 年。但对小米来说，小米YU7的重要性不亚于小米SU7——在SU7初步打响名声后，小米急需一款能继 续稳住市场地位的走量车型。 小米YU7：性能外观，舒适内在 在国内SUV市场，"家用""舒适""豪华"是主旋律，至于"性能"，即便是在轿车市场，都属于小众卖点 ——尽管小米SU7就是一台性能车。 虽然小米YU7官方定位"豪华高性能SUV"，但其相比小米SU7选择了一种更中庸的产品策略：外观在延 续了小米SU7性能设计的同时，在内饰、配置等方面做了更多实用取向。 具体来看，小米YU7长宽高分别为4 ...

Core Insights - The phenomenon of "lower prices leading to lower sales" for Huawei's smart driving models contradicts the market trend of "price for volume" in the automotive industry [1][3][5] Group 1: Sales Performance - The AITO M9, priced around 500,000 yuan, sold over 10,000 units in May, while the more affordable Zhijie S7, priced at 200,000 yuan, only achieved sales in the hundreds [1] - Within the Wanjie brand, the M9 leads with 64,000 units sold, followed by the M7 at 41,766 units, while the M5, the cheapest model, sold less than 20,000 units [2] - The Lantu Dreamer, priced over 350,000 yuan, sold approximately 40,000 units in six months, while the lower-priced Avita 07 sold 26,000 units, and the Deep Blue L07, priced at 163,900 yuan, only sold 16,000 units [2] Group 2: Market Dynamics - The price range of 150,000 to 300,000 yuan is highly competitive, with significant sales from rivals like BYD and Tesla, which diminishes the appeal of Huawei's smart driving technology [3][5] - Consumer willingness to pay for smart driving features has decreased, with a drop of 8 percentage points in those willing to pay extra for such features compared to the previous year [5] - The trend of "free mindset" among consumers, where they expect smart driving features to be included in the vehicle price, has been reinforced by leading brands offering these features for free [5][7] Group 3: Consumer Perception - The high optional price of 36,000 yuan for Huawei's advanced smart driving features is seen as out of touch with consumer expectations, as competitors have opted for free offerings [7][8] - Many models equipped with Huawei's smart driving system have hidden price increases, making them less attractive to price-sensitive consumers [8] - The perception of Huawei's brand as a "car" is stronger than that of "Huawei smart driving," with consumers more influenced by the brand identity than by specific technological features [12][14][17] Group 4: Brand Recognition - Wanjie models dominate sales, accounting for 82.3% of Huawei's total new car deliveries in May, with strong brand recognition linked to Huawei's overall reputation [12][14] - The disparity in sales between Wanjie and other models indicates that the "Huawei car" label is more effective than the "Huawei smart driving" label in attracting consumers [17] - The marketing strategy for Wanjie has been more cohesive, with significant involvement from Huawei in various aspects of product development and sales, enhancing its brand identity [14][16]

Core Insights - Changan Automobile has officially become a state-owned enterprise (SOE) following the termination of the restructuring plan with Dongfeng Group, positioning its high-end brand Avita to lead the luxury vehicle segment as a new flagship for the SOE [2][3] - Avita aims to launch a flagship model priced at over 1 million yuan by 2026, with a total of 17 new products planned by 2030, covering various vehicle types including sedans, SUVs, MPVs, and sports cars [2][3] Group 1: Brand Positioning and Strategy - Avita's new slogan emphasizes its role as a "new flagship" and "new luxury" brand under the SOE framework, indicating a commitment to high-end vehicle production [2] - The brand's strategy includes a focus on original design and a "technology alliance" with partners like Huawei and CATL, enhancing its technological capabilities [3] Group 2: Product Development and Sales Goals - Avita has successfully launched four models in three years and aims for a total global sales target of 800,000 units by 2030, with a specific target of 220,000 units by 2025 [3] - As of May, Avita's sales reached 12,767 units, marking three consecutive months of sales exceeding 10,000 units, with a cumulative total of 50,000 units for the year [3] Group 3: Market Expansion and Distribution - Avita plans to expand its distribution network, currently exceeding 700 touchpoints across 212 cities, with an 82% coverage rate in prefecture-level cities and 76% in core business districts [3] - The brand is also targeting international markets, with plans to enter over 50 countries and regions, establishing more than 160 distribution points [3]

Core Viewpoint - The 27th Chongqing International Auto Show showcased over a hundred brands and a thousand models, with Avita achieving a significant milestone of over 150,000 cumulative sales and an average product price exceeding 270,000 yuan, highlighting its strong momentum in the high-end new energy market [1][6]. Company Development - Avita has launched four models in three years, including Avita 11, Avita 12, Avita 07, and Avita 06, successfully delivering over 150,000 units [6][11]. - The brand emphasizes "original design + intelligent technology," with Avita 11 winning the Gold Award for Appearance Design at the 25th China Patent Awards, affirming its commitment to innovative design [8]. Product Features - Avita 12 features a unique design by eliminating the rear window and includes advanced technology such as a high-definition screen and electronic side mirrors [8]. - Avita 06 is equipped with Huawei's advanced driving assistance system, making it one of the first models in the 200,000 yuan new energy sedan market to achieve urban intelligent driving [9]. User Experience and Feedback - Avita focuses on user experience, collaborating with British audio brand Bowers & Wilkins to enhance in-car audio systems and offering personalized seat modifications for existing customers [12][13]. - The company has completed 36 OTA updates, with a major update planned for June that will introduce new features such as personalized smart scene creation and enhanced safety measures [14]. Market Expansion - As of May, Avita has established over 700 distribution points across 212 cities, achieving an 82% coverage rate in prefecture-level cities [16]. - The company plans to enter over 50 countries and regions by 2025, with a goal of establishing more than 160 distribution networks [19]. Future Plans - Avita aims to launch a new flagship six-seater vehicle valued at over one million yuan by 2026, based on the new SDA 2.0 platform, which will enhance cost efficiency and resource sharing among its brands [20]. - By 2030, Avita plans to introduce 17 new models, covering a wide range of vehicle types, with a target of achieving global sales of 800,000 units [20].

长江商报消息 ●长江商报记者 沈右荣 汽车行业突发重磅消息。 6月5日盘前，长安汽车（000625.SZ）发布公告，接到间接控股股东中国兵器装备集团有限公司（以下简称"兵器 装备集团"）通知，经国务院批准，对兵器装备集团实施分立，其汽车业务分立为一家独立中央企业。 公告称，分立后，长安汽车的间接控股股东将变更为汽车业务分立后的中央企业，实际控制人未发生变化。市场 预期是，长安汽车的控股股东中国长安汽车集团有望升级为独立央企。这意味着第三家汽车央企要来了。 今年2月9日，长安汽车、东风股份同时公告称，兵器装备集团、东风公司两大央企集团正在与其他国资央企集团 筹划重组事项。两大造车"国家队"合并的传闻呼之欲出。 而从最新披露的信息看，东风公司暂不涉及相关资产和业务重组。 长安、东风重组的预期没有到来，有观点认为，对于两个有着深厚历史的车企而言，现阶段保持稳定，各自独立 发展，对多方来说，可能是更好、更稳妥的选择。 本次分立后，长安汽车间接控股股东将变更为汽车业务分立的中央企业，实际控制人未发生变化。长安汽车称， 分立重组不会对公司正常生产经营活动构成重大影响。 这一权威消息与此前的市场预期存在较大差异。 今年2月 ...

作 者丨郑植文 编 辑丨吴晓宇 张明艳 江佩佩 视 频丨柳润瑛 许婷婷 2025年6月5日，长安、东风两大汽车央企合并重组的传闻，终于尘埃落定。长安、东风合并 暂时中止，一家新的汽车央企将成立，总部极大概率落户重庆 。 一级汽车央企即将诞生，7家上市公司披露进展 长安汽车、中光学、湖南天雁、华强科技、东安动力、长城军工等7家上市公司于6月5日早间 披露中国兵器装备集团有限公司（简称"兵装集团"）重组进展情况： 兵器装备集团收到国务 院国资委通知，经国务院批准，对兵器装备集团实施分立。 其汽车业务分立为一家独立中央 企业，由国务院国资委履行出资人职责；国务院国资委按程序将分立后的兵器装备集团股权 作为出资注入中国兵器工业集团有限公司。 分立后， 长安汽车、湖南天雁、东安动力的间接控股股东将变更为汽车业务分立的中央企 业，实控人未发生变化。 这意味着， 中国汽车产业将新诞生新一家由国务院国资委管理的中央企业。 此前，我国主要 有三家大型汽车央企，分别是位于吉林长春的一汽、位于湖北武汉的东风汽车以及位于重庆 的长安汽车。而 从管理序列上看，前二者是国务院国资委直接监管的一级央企，而长安则是 一级央企兵装集团的全资子 ...

销量的快速增长，离不开阿维塔在核心技术领域的持续深耕。作为长安汽车高端化战略的重要载体，阿 维塔整合了华为、宁德时代等顶级合作伙伴的技术资源，全系车型搭载华为鸿蒙座舱和乾崑智驾系统， 智能化水平在杰兰路2024年度消费者调研中获100%满意度评价，位居行业第一。 在核心三电技术方面，阿维塔与宁德时代深度合作，增程车型采用骁遥超级增·混电池，馈电加速与充 电速度领先行业；纯电车型则搭载定制化双能量井下潜式电池，优化空间布局的同时提升续航表现。此 外，阿维塔的"太行智控底盘"通过铝合金悬架、液压衬套及智能预判调节技术，大幅提升驾乘舒适性， 成为品牌差异化竞争的关键。 在销量高增长的背景下，阿维塔通过创新营销持续扩大声量。5月，品牌携手宁德时代与芒果TV联合打 造《背后》节目，以跨界共创形式探索科技与人文的融合，引发广泛讨论，也让更多用户关注到这个以 原创设计和智能体验著称的品牌。在刚刚开幕的2025粤港澳大湾区车展上，阿维塔展台人气持续攀升， 成为展会期间最受关注的新能源品牌之一。 渠道网络的快速扩张也为销量增长提供了坚实基础。截至2025年第一季度，阿维塔全国门店数量突破 700家，覆盖209个城市，形成完善的 ...

尽管正式售价尚未公布，但预售权益已显露奥迪的竞争力野心：1000元订金抵扣6000元车款，限量用户 可享最高6万元装备礼。结合此前透露的40万至60万元定位，奥迪的竞品名单上赫然列着宝马iX3、特斯 拉Model Y，以及同样搭载华为智驾却定位更亲民的阿维塔07。 这场定价博弈背后，是中国新势力掀起的"技术平权"革命。当阿维塔07将华为ADS 3.0智驾系统带入22 万元区间，当蔚来ES6全系标配激光雷达，传统豪华品牌的溢价空间正被急剧压缩。 金车赏 5月31日，在深圳粤港澳大湾区车展，一汽奥迪正式启动Q6L e-tron家族的预售。作为"豪华品牌+华为全 球第一车"，一汽奥迪Q6L e-tron基于PPE豪华纯电平台打造，搭载深度定制的华为乾崑智驾技术。 在特斯拉光环渐褪、中国新势力集体上攻的背景下，这款融合"德国底盘+华为大脑"的电动SUV，成为 传统豪华品牌反向拥抱中国技术的重要信号。 Q6L e-tron最引人注目的莫过于全系标配的华为乾崑智驾ADS 3.0系统。11颗摄像头与31个感知硬件构筑 的感知网络中，双激光雷达创新性地集成于前灯下方，其特有的自动清洗加热功能直击雨雪天气探测失 效的行业痛点。 ...

6月1日，各大新能源品牌不约而同地晒出了月销量成绩单。 其中，理想汽车交付40856辆，同比增长16.7%；小鹏交付新车33525辆，同比增长230％；小米汽车交付量超过28000台； 零跑汽车则再登榜首，交付45067台，同比增长148%。 新能源汽车销量速报 根据零跑汽车公众号，5月零跑汽车单月交付量为45067辆，增速超过148%，且连续三个月稳居造车新势力领先地位。 其中，零跑B10刚上市就获得了18项大奖，还做到了上市16天交付上万台的好成绩。按照这种趋势， 零跑或长 期位居 新势力榜首。 5月，小鹏汽车交付新车33525台，同比增长230%，且已连续7个月交付量突破30000台。1-5月，小鹏汽车累计交付新车 162578台，同比增长293%。 其中，小鹏X9销量为3227台，同比增长99%，创2025年高端纯电MPV品类销量新高，新款上市至今已连续六周 蝉联纯电MPV销量冠军。 小鹏P7+上市6个月，累计交付超55000台，将迎来第6万台新车下线。小鹏MONA M03上市9个月累计交付超12万台，蝉联 A级纯电轿车销量冠军。5月28日，小鹏MONA M03升级上市仅1小时，大定突破12566台。 ...