2025年，随便刷一刷汽车新闻，就会发现大家讨论的焦点变了。以前，公众可能更关注发动机、百公里加速时间；而现在，电动隐藏式车门把手的是是 非非，动力电池新国标到底有多严，甚至电动汽车"反向送电"如何收益，这些关于具体部件、标准和模式的话题，频频冲上新闻热搜。 新的话题标签，其实都指向同一个大变化：汽车的核心竞争力正从传统的机械性能，转向是否足够"聪明"、足够安全，能否融入我们的生活与能源网络等方 面。细微和琐碎的零部件，开始成为搅动整个汽车产业变革的"风暴眼"。 本刊编辑部整理了2025年受到关注的8个零部件领域热词，希望能从这些具体的"小切口"入手，为读者呈现一幅汽车产业链正在发生的大变化。 大模型 2025年，AI大模型持续升温。VLA（视觉-语言-动作）模型、VLM（视觉语言大模型）与世界模型正与汽车产业形成深度协同，重塑智能汽车的感知、决策 与交互体系。同时，算力芯片的激烈竞争、电子电气架构向中央集中式的演进，以及"软件定义汽车"商业模式的成熟，共同为大模型上车铺平道路。 VLM的研发与应用，主要聚焦于智能座舱的升级，即通过整合OMS（车内乘员监测摄像头）、语音传感器等硬件数据，构建个性化用户服务体系 ...

12月21日，广汽丰田•2025广州马拉松赛鸣枪开跑，丰田鸿蒙座舱豪华旗舰D级纯电轿车铂智7为赛事领航。这是广马赛事历史上首款豪华纯 电领航车，也是铂智7的首次动态路跑展示。 20万元级豪华堆料王：百万配置下放，智能科技满配 铂智7深度融合HarmonySpace 5全新一代鸿蒙座舱，其卡片式桌面与零层级交互如智能手机般直观，MoLA 混合大模型+DeepSeek AI支持超150项语 音控制功能。智能驾驶层面，Momenta R6强化学习大模型赋能全场景智能驾驶辅助系统，配合27个高规格传感器与30亿公里实战数据，实现高速、城 区、泊车全场景覆盖，诠释"智能驾驶平权"。动力上搭载华为DriveONE电驱，毫秒级响应带来"无感刹车、无感加速"的平顺体验。 铂智7还罕见地将双腔空悬+ SDC减振器下放至20万级市场，配合摄像头"预瞄"路面功能，可实时无级调节阻尼，高效过滤路面颠簸；豪车同款前双 叉臂+后五连杆悬挂组合，搭配液压衬套，实现"轻载稳、满载不晃"的越级操控。 作为一款配置全面上探的20万级纯电家用轿车，铂智7同时在直接影响用户乘坐舒适性的座舱内，让每一处细节都体现越级豪华质感。新车配备70 万内唯一达 ...

Core Viewpoint - The article emphasizes the importance of a healthy payment cycle (60 days) in the automotive supply chain, highlighting its role in fostering trust and collaboration between manufacturers and suppliers, ultimately leading to sustainable development and innovation in the industry [4][5][13]. Payment Cycle Importance - A healthy payment cycle is crucial for the sustainable development of the entire value chain, as it impacts investment in new technologies and production capacity [4][23]. - The 60-day payment policy has been adopted by several major automotive companies, reflecting a shift towards a more supportive relationship between manufacturers and suppliers [5][7]. - Suppliers view the 60-day payment cycle as essential for maintaining cash flow, which is necessary for innovation and operational stability [7][19]. Shift in Manufacturer-Supplier Relationships - The relationship between manufacturers and suppliers is evolving from a traditional supply-demand dynamic to a more collaborative, long-term partnership model [7][30]. - Manufacturers recognize that the success of their operations is intertwined with the financial health of their suppliers, leading to a more symbiotic relationship [7][21]. - The emergence of the Tier 0.5 model signifies a qualitative leap in collaboration, where suppliers are involved early in product development, enhancing innovation and responsiveness to market changes [9][30]. Tier 0.5 Model - The Tier 0.5 model emphasizes co-creation and innovation, allowing suppliers to participate in defining products and responding to consumer feedback more effectively [9][30]. - This model fosters deep mutual trust and collaboration, enabling both manufacturers and suppliers to innovate and adapt to rapidly changing market conditions [9][33]. - Suppliers are increasingly seen as partners in the innovation process, contributing ideas and capabilities from the early stages of product development [9][35]. Global Market Expansion - The collaborative efforts between manufacturers and suppliers are essential for successfully entering global markets, particularly in the context of increasing competition [10][56]. - Companies are focusing on building strong supply chains that can support international expansion, leveraging the capabilities of both domestic and international partners [10][59]. - The automotive industry is witnessing a shift towards a more integrated approach to global market strategies, where collaboration across the supply chain is key to success [10][60].

新汽车生态合作，报名中国版CES！ 撰文 | 丁 晶 晶 张 南 编辑 | 黄 大 路 设计 | 甄 尤 美 如果汽车以约50km/h速度行驶时发生碰撞，躺平状态下零重力座椅对乘客脊柱的伤害堪比人直接从5楼跳下。这是采埃孚LIFETEC的试验数据。 如果座椅坐垫与靠背夹角大于115°，乘员在正面碰撞中的重伤风险是常规坐姿的4.4倍，危及生命的重伤风险高达5.2倍。这是中国交通事故深度调 查（CIDAS）数据库的结论。 如果乘坐零重力座椅，乘员在碰撞发生时受伤值显著增加，AIS3、AIS4的受伤值要高于70%占比，损伤主要集中在胸骨和腰椎。这是中国汽车工 程研究院汽车指数首席专家赵会2025年3月提供的数字。 AIS3、AIS4是简明损伤定级标准（Abbreviated Injury Scale）的两个伤情等级，前者属于重度创伤，后者属于严重创伤/危及生命。 虽然我们还没有见到车辆行驶中乘员因为处于零重力座椅状态而发生重大伤害的新闻传出，但《汽车商业评论》注意到，多个机构的调研数据印 证了行驶中使用零重力座椅可能造成的重大伤害隐患。 当下，中国汽车市场正被一场轰轰烈烈的"舒适革命"席卷，"零重力座椅"是其中一个 ...

Core Viewpoint - The new national standard for motor vehicles in China aims to impose stricter regulations on performance and safety features of new energy vehicles, addressing concerns over rapid acceleration and safety mechanisms [1][2][3]. Group 1: New Standards Overview - The new national standard, titled "Motor Vehicle Operation Safety Technical Conditions," is open for public consultation starting November 10, 2023, and is set to be implemented six months after its release [1][5]. - This standard is a revision of the existing 2017 version, which has become inadequate in addressing the rapid development of new technologies and safety management needs in the automotive sector [1]. Group 2: Performance Regulations - A key requirement is that passenger vehicles must have a default acceleration time of no less than 5 seconds for 0 to 100 km/h after each ignition, aimed at reducing the risk of acceleration-related accidents [2]. - The rationale behind this regulation is to ensure that drivers are better prepared for high acceleration modes, thereby minimizing the likelihood of misuse [2]. Group 3: Safety Features - New regulations mandate that all car doors, except for the tailgate, must have mechanical release functions, ensuring that doors can be opened in emergencies, even if they are locked [3]. - The standard also addresses the safety of innovative seating designs, requiring that adjustable and rotating seats must be securely fixed in a forward position while the vehicle is in motion [3]. Group 4: Entertainment and Distraction Prevention - The new standard prohibits the use of entertainment systems that play videos or games when the vehicle is traveling over 10 km/h, aiming to reduce driver distraction [4]. - This regulation is part of a broader effort to enhance road safety by minimizing distractions from in-car entertainment systems [4]. Group 5: Battery Safety and Monitoring - The standard emphasizes the importance of battery safety, requiring that electric vehicles automatically cut off power in the event of significant speed changes or emergencies to prevent secondary accidents [4]. - Additionally, it mandates enhanced monitoring and warning systems for battery conditions, ensuring that any anomalies are detected and communicated effectively [4].

Core Insights - The market performance of the new Zhiyin model has been mixed, with a decline in customer visits due to surrounding construction affecting accessibility [2][4] - The most popular configuration is the rear-drive Qiankun version, with white and gold being the preferred colors, while blue has seen poor sales [4][10] - Customer demographics show that two-thirds are ordinary families looking for daily commuting vehicles, with a notable interest in intelligent driving features [6][10] Market Performance - Daily customer visits have decreased from around 10 groups to about 6, primarily due to road construction nearby [2] - The waiting period for the most popular configuration is estimated at 1-2 weeks, while less popular options may take up to 2 months [4] Customer Preferences - The most frequently compared models are the Shangjie H5 and the Zhiji LS6, with concerns about electric range being a significant factor in customer decision-making [10][11] - Customers are particularly drawn to the intelligent driving capabilities and the comfort of the zero-gravity seats [13][14] Purchase Behavior - Financing options include a 5-year loan with no interest for the first 2 years, and additional incentives such as a free upgrade package and discounts for trade-ins [17][18] - Many customers express regret for not opting for additional features after purchase, indicating a tendency to be cost-conscious initially [22] Maintenance and Costs - Regular maintenance is required every year or every 10,000 kilometers, with a standard check costing around 120 yuan [23]

Core Insights - The definition of "luxury cars" is evolving in China, with consumers increasingly valuing technological features and user experience over traditional metrics like price and brand recognition [3][6][8] - Chinese automotive brands are making significant strides into the luxury car market, offering high-end features that were once exclusive to imported luxury vehicles [5][7][10] Group 1: Changing Consumer Perceptions - Consumers are redefining luxury cars, focusing on features like air suspension, smart driving experiences, and comfort rather than just price [3][5][6] - The younger generation emphasizes technological sophistication, with features like voice interaction and seamless connectivity becoming key selling points [5][6] Group 2: Technological Advancements - Chinese automotive companies are innovating with high-end technologies such as air suspension, which has seen a price drop from 500,000 yuan to around 200,000 yuan due to local development [5][7] - The shift towards electric and smart vehicles is transforming cars into "large smart terminals," changing the criteria for luxury from price to functionality and experience [6][8] Group 3: Market Dynamics - In the market for vehicles priced above 300,000 yuan, Chinese brands are increasing their market share, with companies like NIO and Li Auto successfully targeting high-end consumers [7][8] - Data shows that in the first half of the year, Chinese brands sold 9.27 million passenger vehicles, a 25% increase year-on-year, capturing 68.5% of the market share [8][10] Group 4: International Expansion - Chinese luxury vehicles are gaining traction in international markets, with brands like NIO and BYD achieving significant sales in Europe and the Middle East [10][11] - Traditional luxury brands are facing challenges in China, with sales declines prompting them to accelerate their electric vehicle strategies and collaborate with local tech firms [11][12]

Investment Rating - The report maintains a "Positive" investment rating for the industry [11] Core Insights - The domestic seat market is expected to exceed 1567 billion yuan by 2030, with a CAGR of 5.9% from 2024 to 2030, driven by the dual trends of general configuration downscaling and high-end innovation [4][10] - The transition to electric and intelligent vehicles is increasing the demand for faster response times and cost control from seat manufacturers, providing opportunities for domestic companies like Jifeng [4][8] - Profitability in the seat market can be improved through vertical integration of the supply chain and product upgrades, as the current low gross margins are influenced by parts self-manufacturing rates and the value of each vehicle [4][9] Summary by Sections Space - The seat market is expanding as electric and intelligent vehicle upgrades accelerate, with the average value of seats increasing. By 2030, the domestic seat market is projected to reach 1567 billion yuan, with a CAGR of 5.9% from 2024 to 2030 [7][58] - In the under 200,000 yuan segment, vehicles focus on general configurations and some upgraded features, while above 200,000 yuan, new types of seats like zero-gravity are becoming key selling points [7][22] Structure - The domestic seat market has been historically dominated by foreign companies, but the shift towards electric vehicles is creating opportunities for local manufacturers like Jifeng to gain market share. By 2024, Jifeng and Tiancai's market shares are expected to reach 3% and 1%, respectively [8][63] - The market share of foreign companies is projected to decline from 58% in 2022 to 55% in 2024, while domestic companies are rapidly increasing their presence [8][63] Profitability - The gross margin for domestic passenger car seats is significantly lower than the overall level for passenger car parts, primarily due to material costs and labor. If all seat components are self-manufactured, material costs could decrease by 16% [9][72] - Domestic companies can enhance profitability through vertical integration and product upgrades, as the average gross margin for domestic seat manufacturers is above 15%, compared to below 10% for foreign counterparts [9][72]

Core Viewpoint - The 2025 Qilu Auto Show (Autumn) is set to take place from September 4 to 8, 2025, at the Shandong International Convention and Exhibition Center, showcasing the growth of the automotive market in Shandong and serving as a barometer for automotive consumption trends [1][14]. Group 1: Policy and Incentives - The Chinese automotive market is experiencing a historic opportunity with strong policy incentives, including the continuation of tax exemptions for new energy vehicles and increased subsidies for trade-in programs [2][4]. - The second round of automotive consumption subsidies in Jinan, starting from August 1, 2025, offers a total of 12 million yuan in subsidies for purchasing new non-operational passenger vehicles, with varying amounts based on the purchase price [2][4]. Group 2: Consumer Opportunities - The autumn of 2025 is considered a prime time for consumers to purchase vehicles, with multiple incentives creating an excellent environment for discounts, especially during large exhibitions like the Qilu Auto Show [4]. - The show is expected to provide significant competitive pricing and promotional offers from various brands, enhancing the purchasing experience for consumers [4][9]. Group 3: Technological Advancements - The 2025 Qilu Auto Show will highlight cutting-edge automotive technologies, with a focus on electric, intelligent, and connected vehicles, as the penetration rate of new energy vehicles surpasses 50% in China [5][7]. - Consumers will have the opportunity to experience various smart features and configurations, such as intelligent cockpits and advanced driver assistance systems, reflecting the industry's rapid technological evolution [7][12]. Group 4: Cultural and Community Engagement - The Qilu Auto Show has evolved from a simple trading platform to a cultural symbol of the automotive industry, incorporating cultural activities alongside purchasing incentives [9][12]. - The event will feature a "mass car purchase" activity, leveraging partnerships with multiple automotive brands to offer exclusive deals to consumers [9][11].

Group 1 - Xiaomi Auto released its 189th Q&A session addressing user concerns regarding OTA upgrades, appointment rescheduling, and features of the Xiaomi YU7 zero-gravity seat adjustment and 4K gimbal camera heat issues [1][2] - The recent OTA upgrade introduced a "custom key" function in the remote key, allowing users to personalize the fourth button's vehicle control functions via the Xiaomi Auto app [1] - The OTA upgrade now supports automatic updates and rescheduling of appointments, enhancing the convenience of the update process [1] Group 2 - Users can customize the zero-gravity seat adjustment in the Xiaomi YU7, with the ability to save the adjusted position for future use, where the driver's seat memory is linked to the user account and the passenger's seat memory is vehicle-specific [2] - The 4K gimbal camera's heat during operation is normal and does not affect safety or lifespan, with the aluminum alloy design facilitating better heat distribution compared to plastic [2] - The 4K gimbal camera can operate continuously in environments around 70°C and maintain functionality after being placed in 85°C conditions [2]