计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 上海市在推动自动驾驶产业发展上一直不遗余力。2022年，上海市发布《上海市加快智能网联汽车创新 发展实施方案》；2023年，浦东新区首批无驾驶人智能网联汽车道路测试牌照发放；2025年7月26日， 上海正式发放首批智能网联汽车示范运营牌照，这标志着上海智能网联汽车示范运营迈入常态化、规模 化新阶段。此次行动计划的出台，也有望为行业的发展提供新的助力。 智通财经获悉，1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发《上海 高级别自动驾 ...

1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发《上海高级别自动驾驶 引领区 "模速智行"行动计划》。其中提到，按照"模型驱动引领、应用示范带动、产业协同发展、政策 举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。 计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 上海市在推动自动驾驶产业发展上一直不遗余力。2022年，上海市发布《上海市加快智能网联汽车创新 发展实施方案》；2023年，浦东新区首批无驾驶人智能网联汽车道路测试牌照发放；2025年7月26日， 上海正 ...

智通财经APP获悉，1月14日，上海市经济和信息化委员会、上海市交通委员会、上海市公安局印发 《上海高级别自动驾驶引领区 "模速智行"行动计划》。其中提到，按照"模型驱动引领、应用示范带 动、产业协同发展、政策举措支撑"的总体思路，推动自动驾驶技术创新向产业竞争力加速转化。 计划中提到，建成自动驾驶数字孪生训练场等一批公共服务平台。在上海全市自动驾驶开放区域面积达 2000平方公里，道路长度超5000公里，道路类型和场景更加丰富，实现交通枢纽、产业科技园区以及文 旅景区的跨域联通。 以城市巡检、物流配送、市政环卫等为切入口，打造一批创新性强、技术含量高、运营模式清晰、示范 应用效果好的无人驾驶装备应用场景，探索无人配送车、无人巡检车、自主泊车运营标准及模式。 安永大中华区战略与交易咨询合伙人、先进制造与移动出行(汽车)行业主管合伙人叶亮表示，上海具备 推广自动驾驶的所有先决条件，有利于自动驾驶跑通部分应用场景，形成滚雪球效应。 东方证券发布研报称，随着英伟达自动驾驶生态持续拓展、高级别自动驾驶及Robotaxi渗透率逐步提 升，预计智驾芯片、激光雷达、域控制器、线控制动/转向等高级别自动驾驶相关零部件需求将迎 ...

Market Overview - The market has seen a slight decrease in customer foot traffic, with about 7-8 groups visiting the store daily, and only 10% of them interested in the Lafa5 model. After the New Year holiday, foot traffic dropped by approximately one-third [2]. Sales Performance - The best-selling configuration is the 605 Pro, with a color combination of Wind Chaser Gray and Racing Gray accounting for 30% of sales. Currently, there are 13 units available in various colors, with a one-month wait time for orders. The 515 Plus configuration, priced at ¥92,800, has not received any orders due to perceived low value despite being a lower-priced option [3][5]. Financial Incentives - A cash discount of ¥5,000 is available for trade-ins, and an additional ¥3,000 for the Racing Gray interior option this month. A financing plan offers two years of interest-free payments [5][6]. Customer Demographics - Buyers of the Lafa5 are predominantly younger individuals, often purchasing it as a supplementary family vehicle. The appealing design is a significant factor in their decision-making [8][16]. Competitive Landscape - Customers often compare the Lafa5 with models such as Lynk & Co Z20, Xpeng MONA M03, and BYD Dolphin and Seal 06GT. Among these, BYD is the most frequently compared brand, with 40% of customers considering it [13][14]. Customer Feedback - Some customers appreciate the ambient lighting but have reported issues with reflections on the glass at night affecting visibility. Additionally, there are complaints about the simplicity of the engine compartment, which lacks a plastic cover [20][21]. Purchase Incentives - Existing car owners can receive a cash subsidy of ¥4,000 for trade-ins, with previous year-end promotions offering up to ¥15,000 in points. This month, the incentive is reduced to ¥5,000 in points [22].

Core Viewpoint - The new energy vehicle market in 2025 did not experience a significant year-end surge due to policy exhaustion and consumer hesitation, but several companies achieved substantial year-on-year growth in deliveries, with Leap Motor and Xpeng Motors doubling their delivery volumes, while NIO showed a recovery in the second half of the year with a 46.88% increase [1]. Group 1: Company Performance - Leap Motor delivered 60,423 vehicles in December 2025, a year-on-year increase of 42.11%, and achieved a total of 596,555 vehicles for the year, marking a 103.1% increase [2][3]. - NIO's December deliveries reached 48,135 vehicles, a record high for the month with a 54.59% year-on-year increase, and a total of 326,028 vehicles for the year, reflecting a 46.88% growth [5]. - Li Auto delivered 44,246 vehicles in December, with a total of 406,343 vehicles for the year, representing an 18.81% decline year-on-year, but it became the first new force brand to surpass 1.54 million cumulative deliveries [7]. - Xpeng Motors achieved total deliveries of 429,445 vehicles in 2025, a 125.94% increase, although December deliveries were 37,508, falling short of the fourth-quarter guidance [9]. Group 2: Strategic Developments - Leap Motor plans to target one million deliveries in 2026, with new models from the A and D series set to launch [3]. - NIO's ES8 model became a key contributor to sales, with a significant number of orders expected to offset potential performance dips in early 2026 [5]. - Li Auto is facing challenges in its pure electric transition, with supply chain issues affecting production capacity, but it is expanding into overseas markets to alleviate domestic competition [7]. - Xpeng Motors is set to launch seven new models with advanced configurations in 2026, aiming to significantly expand its market reach [9]. Group 3: Market Insights - The absence of a year-end surge in the automotive market was confirmed by industry analysts, and new government policies aimed at stimulating consumption are expected to stabilize the market in 2026 [11][12].

Group 1 - In 2025, Leap Motor achieved strong growth with total deliveries reaching 596,555 units, a year-on-year increase of 103%, demonstrating brand strength and market competitiveness [2] - In December 2025, Leap Motor's total deliveries reached 60,423 units, reflecting a year-on-year growth of 42% [2] - Leap Motor established a strategic partnership with FAW on March 3, 2025, to enhance product competitiveness through collaborative R&D efforts [2] Group 2 - Leap Motor launched the B10 model on April 10, 2025, marking the debut of its first B-series vehicle [2] - The company made its Hong Kong market entry on June 11, 2025, with the opening of its 1,500th store, a significant step in channel expansion [2] - Leap Motor's new C11 model was launched on July 10, 2025, continuing the sales momentum since its initial release in early 2021 [2] Group 3 - Leap Motor's financial report for the first half of 2025 indicated its first positive net profit for a semi-annual period [2] - The company celebrated the production of its one-millionth vehicle on September 25, 2025, marking a historic milestone [2] - Leap Motor's D platform technology was unveiled on October 16, 2025, showcasing the latest achievements in self-research over the past decade [3] Group 4 - Leap Motor's third-quarter financial report released on November 17, 2025, showed consecutive quarterly profitability [3] - The company launched its A10 model at the Guangzhou Auto Show on November 21, 2025, further expanding its product lineup [3] - Leap Motor entered the South American market on November 25, 2025, marking a new chapter in its international expansion [3] Group 5 - December 24, 2025, marked the 10th anniversary of Leap Motor, emphasizing its commitment to self-research and long-term vision [3] - The company held a 10th-anniversary event on December 28, 2025, celebrating its achievements and looking forward to the next decade [3] - Leap Motor aims to achieve a sales target of 1 million units in 2026, continuing its pursuit of becoming a world-class smart electric vehicle company [4]

Core Insights - The article highlights the journey of Leap Motor, a Chinese electric vehicle manufacturer, which has successfully navigated the competitive landscape of the automotive industry over the past decade, focusing on long-term sustainability and technological innovation rather than short-term hype [4][5][59]. Group 1: Company Overview - Leap Motor was founded in 2015 during a peak period of enthusiasm for electric vehicle manufacturing in China, characterized by numerous startups and significant capital influx [10][61]. - The company has adopted a "three no" principle: not relying on subsidies, not promoting concepts excessively, and not overly pleasing investors [12][61]. - Leap Motor's founder, Zhu Jiangming, emphasizes the importance of technical mastery and cost optimization for long-term survival in the automotive industry [62][64]. Group 2: Technological Development - Leap Motor has focused on in-house research and development, with over 65% of its core component costs being self-developed [4][59][78]. - The company has developed a comprehensive technical system that allows for continuous optimization and cost efficiency, avoiding the pitfalls of chasing fleeting trends [20][73]. - Leap Motor's strategy includes a "five-year rolling plan," which allows the company to anticipate market needs and technological advancements [21][69]. Group 3: Market Positioning - The company targets the mass market, particularly the segment below 200,000 yuan, which constitutes 70% of the Chinese electric vehicle market [28][75]. - Leap Motor aims to provide high-quality vehicles at competitive prices, positioning itself as a brand that offers "good but not expensive" products [31][77]. - The company has successfully integrated advanced technologies, such as laser radar and high-performance chips, into its vehicles at accessible price points [80][86]. Group 4: Supply Chain and Collaboration - Leap Motor has established deep collaborations with suppliers, fostering a symbiotic relationship that enhances cost efficiency and innovation [82][83]. - The company’s approach to supply chain management has evolved from initial challenges to creating a resilient and responsive ecosystem [36][82]. Group 5: Future Outlook - As Leap Motor enters its next decade, it faces the challenge of transitioning from a "good but not expensive" image to competing in the high-end market [49][95]. - The company plans to enhance its capabilities in smart driving and user experience to compete with technology giants like Tesla and Huawei [49][95]. - Leap Motor has built a robust foundation of self-research and agile response strategies, positioning itself as a significant player in the global automotive industry [96][98].

Core Insights - Leap Motor, celebrating its 10th anniversary, reported significant achievements for 2025, including nearly 600,000 annual sales and expansion into 35 overseas markets with over 800 stores [1] - The company's growth trajectory aligns with China's strategic transformation periods, showcasing a successful example of "bending the curve" in manufacturing [1] - Leap Motor's commitment to core technology independence has been evident since its inception, focusing on self-developed components to differentiate itself from competitors [2][3] Company Development - Leap Motor launched its first model, the S01, in 2017, which, despite low sales, served as a testing ground for its self-research capabilities [2] - The company transitioned to the high-value micro electric vehicle market with the T03 in 2020, achieving rapid sales growth and funding further research [3] - Leap Motor has built a robust engineering team of 6,000, with over 80% in R&D, achieving over 65% self-manufacturing of core vehicle components [3] Technological Advancements - Leap Motor has developed key technologies such as the "Lingxin 01" automotive-grade intelligent driving chip and an integrated battery chassis system, breaking foreign technology monopolies [3][4] - The company has achieved an 88% commonality rate in parts across its C series SUVs, significantly reducing R&D and manufacturing costs [3] - Advanced features previously exclusive to luxury vehicles are now standard in Leap Motor's models, promoting wider adoption of smart electric vehicles [4] Market Positioning - Leap Motor has strategically targeted the mainstream market (priced between 100,000 to 200,000 yuan), emphasizing cost-effectiveness over brand premium [6] - The company has achieved over 600,000 annual sales and 60,000 overseas deliveries by 2025, leading among new energy vehicle brands [6][8] - Leap Motor's unique approach of focusing on engineering capabilities rather than market trends has allowed it to navigate industry challenges successfully [6][7] Global Expansion - Leap Motor's global strategy includes partnerships with Stellantis to enhance its international presence, with over 800 overseas channels established [9][10] - The company showcased its models at international auto shows, gaining attention and interest from global automotive leaders [8][9] - Leap Motor plans to expand into South America, establishing a network of dealerships and local partnerships to facilitate market entry [10] Strategic Vision - Leap Motor's journey reflects the broader evolution of China's electric vehicle industry, emphasizing the importance of technological independence and long-term commitment [11][12] - The company maintains a cautious approach to its achievements, recognizing the need for continuous improvement to reach global competitiveness [12] - Leap Motor's story is a testament to the potential of Chinese manufacturing to excel on the global stage through innovation and strategic alignment with national goals [12]

当汽车产业迈入深水区，真正决定竞争走向的，已不再只是电动化本身，而是围绕"智能"展开的一整套 系统能力。算法是否成熟、系统是否可靠、体验是否可感知、能力是否可规模化落地，正在成为评判一 家车企与一款车型真实实力的新标尺。 在这样的背景下，钛媒体年度汽车科技榜｜2025 EDGE AWARDS 正式揭晓。 这是一个以"落地能力"为核心标准的年度榜单。它并不单纯关注参数、概念或发布会上的技术宣言，而 是聚焦那些已经在真实用户场景中经受验证、并对行业形成示范效应的智能汽车产品与技术方案。从辅 助驾驶到智能座舱，从单点功能到整车级智能化协同，本榜单试图回答一个关键问题：什么样的智能汽 车，真正具备走向主流市场的条件？ 过去一年，汽车行业的智能化竞争明显进入新阶段。一方面，技术迭代速度持续加快，高阶智能驾驶逐 步从高速、环路向城市复杂场景渗透；智能座舱从"屏幕堆叠"转向对交互逻辑、用户理解和服务闭环的 系统重构；整车智能化开始强调软硬件协同、算力调度与整车架构能力。另一方面，行业也在经历一轮 理性回调，用户对"稳定性"和"长期体验"的关注，正在取代对概念标签的短期追逐。 正是在这样的行业节点上，钛媒体年度汽车科技榜的价 ...

Core Viewpoint - The article highlights the impressive performance of Leap Motor, a new car manufacturer, in the electric vehicle industry, achieving significant sales growth and profitability while maintaining a low-profile strategy and focusing on cost-effective innovation [2][4][5]. Group 1: Sales Performance - From January to November 2025, Leap Motor delivered a total of 536,000 vehicles, ranking fifth among brands, following BYD, Geely Galaxy, Wuling, and Tesla [2]. - Monthly delivery volumes have shown consistent growth, with November 2025 reaching 70,327 units, resulting in a year-to-date increase of 92% [3][4]. - The sales of various models have remained balanced, with most models expected to maintain year-on-year growth in 2025, except for the C01 model [4]. Group 2: Financial Performance - Leap Motor achieved a net profit in the first half of 2025 and continued to report quarterly profits in the third quarter, indicating a strong correlation between increased sales and rising gross and net profits [4]. - The company has maintained a low marketing expenditure compared to competitors, focusing on a "quietly making money" approach [4]. Group 3: Strategic Insights - The founder, Zhu Jiangming, attributes the company's success to two main strategies: a "low-price, high-spec" market competition strategy and technological innovation through comprehensive self-research [4][5]. - Leap Motor's operational certainty stems from strategic choices made a decade ago, allowing the company to create a cost-effective, competitive pricing model that drives high sales volume [5]. Group 4: Innovation and Technology - Leap Motor emphasizes "integrated innovation," focusing on optimizing existing technologies rather than creating entirely new inventions, which allows for cost efficiency [29][30]. - The company has successfully integrated various components, reducing the number of control modules in vehicles, which enhances efficiency and lowers costs [29][30]. Group 5: Market Positioning - Leap Motor aims to target the mass market rather than pursuing a niche, high-end brand strategy, reflecting a shift in consumer preferences towards more affordable options [8][78]. - The founder compares Leap Motor to Uniqlo, emphasizing a focus on quality and affordability while planning to introduce higher-end products without reaching luxury price points [80][82]. Group 6: Future Outlook - Leap Motor is targeting a sales goal of 1 million vehicles by 2026, with plans to launch four new models by mid-2026, contributing to an expected increase of 10% to 20% in sales from existing models [93].