2015-2025，是中国新能源汽车产业从萌芽到引领全球的黄金十年，也是零跑从一名IT跨界而来的行业门外汉，在近百家造车新势力中突围成长为头部新能 源品牌的关键十年。 今年，零跑汽车全年销量预计接近60万辆，其中海外交付约6万辆，均位居造车新势力第一。其创立以来累计销量将突破120万辆。 - 11 / 17 作者 | 柴旭晨 编辑 | 王小娟 "创业第十年，我们完成了5年前制定的目标，全年销量接近60万辆，公司有望实现年度盈利，这是零跑成果最丰硕的一年。" 12月24日，在圣诞节前一天，零跑董事长朱江明发表了一篇名为《零跑十年，向上领跑》的内部信。带着新势力销冠的高光，零跑宣告"车圈优衣库"+全域 自研的战略初步成功。 在出海层面，零跑汽车在2025年累计拓展35个海外市场，海外门店超过800家，借助与Stellantis集团的合作，在全球市场完善了销交服体系。 根据此前公布的2025年三季报，2025年第三季度，零跑汽车净利润持续为正，已连续实现季度盈利。而在零跑成立十周年的重要节点，2025年还有望成为零 跑首次实现全年盈利的里程碑。 站在十年的路口，朱江明却要求零跑不能"在半场开香槟"。 "过去的十年我 ...

据零跑汽车官微，2025年12月24日，零跑汽车创立十周年，公司创始人、董事长兼CEO朱江明发布了一 封全员信，强调将2026年的销量目标定在100万辆。在内部信中，朱江明指出零跑汽车在2026年有四大 工作要点：技术必须持续创新；品质必须做到极致；必须加速海外市场的拓展；组织必须保持高效敏 捷。 D19、智能精品A系列自款车型A10,亮相阶段 就收获用户满满期待。 我们全球化的步伐再次加速。海外市场很 大,规模化车企必须走全球化的道路。今年我们 累计拓展35个海外市场,海外门店已经超800 家,全年海外交付有望破6万辆。我们与 Stellantis集团的合作正在发挥协同效应,零 跑正在加速成为世界的零跑。 我们的体系能力也在同步夯实。无论是面 向消费者的营销端,还是面向内部的运营端,我 们都在通过精细化、数字化的管理,做到更高的 效率和更好的品质。这些成绩,源于过去十年我 们坚持长期主义,始终相信:技术创新、务实稳 健,才能走得更远。 过去的十年我们很难,可以说是九死一生。 现在我们也刚过温饱线,远远没到庆功的时候。 站在新十年的起点,从跟跑到领跑,这要求我们 不能再以"新势力"自居,而要以一家可持续发 展 ...

Core Viewpoint - The article emphasizes the strategic vision and collaborative efforts of Li Auto as it celebrates its tenth anniversary, focusing on innovation, partnership, and future growth in the electric vehicle industry [5][20]. Group 1: Event Overview - The 2025 Global Partner Conference was held on October 30, 2025, in Changzhou, with over 600 global partners attending to celebrate the company's achievements and discuss future strategies [5][6]. - The theme of the conference was "Win-Win, Innovation, Nexus," highlighting the collaborative ecosystem that Li Auto aims to build with its partners [2][5]. Group 2: Strategic Insights - Li Auto's management team outlined a strategic roadmap for the next three years, focusing on product development, technological advancements, and supply chain improvements [9][10]. - The company plans to accelerate the iteration speed of its technology platforms and products to maintain a competitive edge in the market [4][10]. Group 3: Technological Innovations - The conference showcased innovations such as AI-driven flexible manufacturing, advanced driver assistance systems, next-generation power batteries, and smart chassis technologies [3][20]. - The "Smart Chain Park" exhibited the collaborative achievements of Li Auto and its partners over the past decade, emphasizing the resilience and innovation in the electric vehicle sector [20][21]. Group 4: Recognition and Awards - A ceremony was held to honor partners with awards for technical contributions, quality excellence, and collaborative achievements, reinforcing the commitment to continued partnership and value creation [27][32]. - The awards symbolize Li Auto's gratitude for past contributions and its vision for future collaboration in the electric vehicle industry [27][32].

Group 1 - Li Auto's CEO Li Xiang announced that the high-level assisted driving feature for the Li6 will be permanently free of charge, emphasizing that such features should not incur usage fees [3][4] - The decision aims to enhance consumer experience and accessibility to advanced driving technologies, allowing more users to appreciate the benefits of artificial intelligence in vehicles [4] Group 2 - Alibaba announced a collaboration with NVIDIA in the field of Physical AI, integrating NVIDIA's software stack into Alibaba's AI platform to provide comprehensive services for enterprises [6] - This partnership aims to accelerate the development cycle of applications such as embodied intelligence and assisted driving [6] Group 3 - Alibaba's CEO Wu Yongming stated that the company is actively advancing a 380 billion yuan investment in AI infrastructure, with plans for further investments to support the growth of AI capabilities [5] - The company anticipates a significant increase in data center energy consumption, projecting a tenfold rise by 2032 compared to 2022 [5] Group 4 - OpenAI announced plans to build five new AI data center sites in the U.S. under the "Star Gate" project, with total investments exceeding $400 billion over the next three years [14] - This initiative is part of OpenAI's broader strategy to expand its computational capabilities significantly [14][18] Group 5 - Disney announced a price increase for its streaming subscription plans, effective October 21, with the ad-supported plan rising by $2 to $11.99 per month and the premium ad-free plan increasing by $3 to $18.99 per month [15] Group 6 - The U.S. government has implemented a 15% tariff on EU imported cars and automotive products as part of a trade agreement, which may impact automotive companies operating in the region [11] Group 7 - Cathie Wood's ARK Investment Management has resumed its investment in Alibaba, purchasing approximately $16.3 million worth of American Depositary Receipts (ADRs), marking the first acquisition since 2021 [13] Group 8 - Toyota China is experimenting with a "single city, single store" sales model, aiming to improve service efficiency and environmental considerations by limiting the number of dealerships in certain areas [14] Group 9 - The upcoming National Day film season in 2025 has already seen pre-sale ticket sales surpassing 10 million yuan, indicating strong consumer interest [7] Group 10 - Baidu has been recognized in Fortune's 2025 "Change the World" list for its influence and safety in the autonomous driving sector, marking its second inclusion since 2019 [9]

Core Viewpoint - The potential collaboration between Leap Motor and FAW-Volkswagen may follow the model of Volkswagen's partnership with Xpeng Motors, highlighting the trend of traditional automakers leveraging external forces to accelerate their electric vehicle (EV) transformation [2][9]. Group 1: Volkswagen's Electric Vehicle Sales and Challenges - Volkswagen's global electric vehicle sales saw significant growth, reaching 134,000 units in 2020, 452,900 units in 2021, and 330,000 units in 2022, with a notable increase in the ID. family models in China [2][3]. - In 2023, Volkswagen's global EV deliveries reached 771,000 units, a 35% year-on-year increase, but the sales figures for the Chinese market were not disclosed [2]. - A projected decline in 2024 sales to 383,000 units represents a 2.8% decrease, primarily influenced by market fluctuations in Europe and China [2]. Group 2: Competitive Landscape and Strategic Adjustments - The traditional automotive sector in China has transitioned to electric vehicles earlier than Volkswagen, leading to a dilution of Volkswagen's competitive advantages [3]. - The competition in the EV market differs from traditional vehicles, with consumer preferences shifting towards intelligent driving and smart cockpit features, areas where Volkswagen lacks core technology [3]. Group 3: Volkswagen's Unique Transformation Approach - Volkswagen's partnership with Xpeng Motors is characterized by deep technical integration, joint procurement strategies, and equity investment to enhance trust and collaboration [5]. - The CEA electronic architecture developed in collaboration with Xpeng is set to reduce the number of controllers in pure electric vehicles by 30% and increase communication bandwidth by five times, supporting L3 autonomous driving capabilities [5]. - Volkswagen's restructuring efforts in China have led to significant improvements in R&D efficiency, with project timelines reduced by 40% and the ID.ERA SUV developed in just 18 months [6]. Group 4: Future Collaborations and Market Strategies - The rumored collaboration between FAW-Volkswagen and Leap Motor aims to replicate the successful model established with Xpeng, focusing on cost control and localized supply chains [7][9]. - While the collaboration will share some similarities, key differences exist, such as Volkswagen retaining ownership of the CEA architecture intellectual property [8]. - Volkswagen's transformation strategy is seen as a model for other global automakers, emphasizing the importance of agile market responses and resource integration in the face of irreversible electrification trends [9].

Core Insights - The article highlights the strategic partnerships formed by SAIC Volkswagen with ten leading companies in the automotive technology sector during the 2025 Shanghai Auto Show, aiming to enhance electric and intelligent vehicle development [5] - SAIC Volkswagen is transitioning from a product-oriented company to a platform-oriented enterprise, emphasizing collaborative innovation and integration of advanced technologies [5] - The company is focusing on user-centric approaches and aims to create globally competitive models while expanding from merely manufacturing vehicles to building a sustainable industrial ecosystem [5] Group 1: Strategic Partnerships - SAIC Volkswagen signed strategic cooperation agreements with companies such as Momenta, CATL, and Baidu to develop future-oriented smart mobility solutions [5] - The collaboration emphasizes not just technology introduction but also the capability of "fusion and co-construction" [5] Group 2: Quality Assurance - The company showcased its "Quality Laboratory" at the auto show, featuring advanced testing systems valued over 100 million, with battery packs undergoing 338 verification processes [6] - Quality is emphasized as a core value, with the company stating that it has been ingrained in its culture since the localization of the Santana model [7] Group 3: Service Innovations - SAIC Volkswagen is enhancing its service offerings by implementing digital upgrades across service processes, including real-time tracking of maintenance records and parts authenticity verification [9] - The new app for SAIC Audi integrates sales, after-sales, and content resources for a comprehensive service experience [9]