题图｜视觉中国 根据汽车市场信息公司J.D.power今年7月底的最新调研，中国汽车尤其是自主品牌产品的智能化，已 经达到了一个全新的高度——即使是入门级的中国自主品牌新能源汽车，其智能化得分也已接近甚至 超过传统豪华燃油车型。 这一结果也符合大众对于中国汽车这些年智能化提升、产品崛起的直观体验。 但随着新能源汽车座舱智能化全面覆盖各类"控车"场景，新的"隐形天花板"已经出现。 以过去几年行业和大众衡量座舱智能化水平的关键指标——"车机流畅度"与"语音指令处理能力"为 例，多数产品已实现高度流畅的操作体验，并能连续处理十余条语音指令。但部分厂商受"AI功能竞 赛"影响，为追求"领先"盲目叠加功能——其中不乏消费者既不需要、也不会使用的功能。 智能座舱的创新是否已走到尽头？若未止步，未来应如何突破、向何处发展，已成为中国新能源汽车 产业亟待厘清的关键议题。 面向未来，智能座舱应该如何分 级？ 从需求角度出发，一套足够面向未来的智能座舱分级大致需要满足以下几个需求： 1. 覆盖智能座舱的全场景应用，避免局限于当前的功能逻辑； 2. 具备技术普适性，不依赖特定品牌或厂商体系； 3. 保持中长期有效性，体现行业技术发 ...

► 本周行情 ：汽车板块本周表现弱于市场 本周（ 11 月 17 日 -11 月 23 日） A 股汽车板块下跌 5.0% ，在申万子行业中排名第 20 位，表现弱于沪深 300 （ -2.9% ）。细分板块中，商用载货车、摩 托车及其他、商用载客车、汽车零部件、汽车服务、乘用车分别 -2.7% 、 -4.0% 、 -4.7% 、 -4.9% 、 -5.9% 、 -5.9% 。 ► 本周观点： 本月建议关注核心组合 【 吉利汽车、小鹏汽车、比亚迪、小米集团、理想汽车、伯特利、拓普集团、新泉股份、沪光股份、春风动力 】 。 ► 小米 25Q3 汽车业务首次盈利 小鹏机器人下月进阶" ET0 "量产阶段 小米集团发布 2025 年第三季度业绩公告，单季营收达 1,131 亿元，同比增长 22.3% 。本季度，小米汽车及 AI 等创新业务首次实现单季度经营盈利，经营收 益达到 7 亿元； 2025 年 11 月 18 日，小鹏汽车董事长 CEO 何小鹏在 Q3 财报电话会上透露，小鹏全新一代量产机器人将于下月进入" ET0 "阶段，并计划于 2026 年底实现规模化量产。何小鹏预判，到 2030 年小鹏机器人年销量 ...

11月20日，在华为乾崑生态大会上，启境品牌首次正式公开亮相。作为华为乾昆生态首个落地品牌，启境的诞生不仅是一次简单的品牌发布， 更被业内视为科技企业与主流车企深度融合的里程碑事件。当广汽数十年的制造积淀遇上华为百亿级的智能技术研发投入，这场跨界共创究竟重构 了什么？又将为智能汽车产业带来怎样的变革？ 从技术输出到生态共生的范式重构 启境的诞生并非偶然，而是源于华为与广汽集团顶层战略的深度同频。时间回溯到2024年11月，双方签署深化合作协议，历经多轮高层会晤与体系化筹 备，2025年9月启境品牌正式官宣，其"开启新境界"的命名由任正非提议，既承载着品牌初心，更暗藏着双方对合作模式的颠覆性构想。 在智能汽车产业的合作史上，"技术供应商+制造方"的浅度绑定并不鲜见，而启境构建的"合署办公、同频同步、共同决策"体系彻底打破了这一传统。 自2025年初起，数百名华为乾昆团队成员已进驻启境，全面介入产品定义、研发、测试、营销等全环节，形成"嵌入式协作"格局。这种融合并非简单的人员 叠加，更体现在体系层面的深度植入——启境全面导入华为沉淀多年的IPD（集成产品开发）与IPMS（集成产品营销服务）体系，华为团队全程陪跑， ...

靳玉志还宣布鸿蒙座舱率先进入L3时代，将成为L3专业助理，在感知力、理解力、联接力、记忆力、 决断力、执行力上得到提升。此外，靳玉志还分享了智能座舱的智能化分级情况：L1：指令助手、 L2：任务助手、L3：专业助理、L4：专属管家、L5：数字超人。 靳玉志称，已有134万用户选择了鸿蒙座舱、品牌认知度No.1，同时NPS平均值达93.6%。 据悉，鸿蒙座舱HarmonySpace 5采用全新MoLA架构，拥有30+全新特性，包括3D智控桌面、车内外对 讲等。 凤凰网科技讯（作者/杨睿琪）11月20日，在华为乾崑生态大会上，华为智能汽车解决方案BU CEO靳玉 志介绍了鸿蒙座舱的发展情况。 ...

Core Insights - The launch of the Avita 12 Four Laser Edition marks a significant acceleration in Avita's "Strategy 2.0" [1][13] Product Overview - The Avita 12 Four Laser Edition offers six models with both pure electric and range-extended powertrains, priced between 269,900 to 429,900 yuan, with effective prices ranging from 259,900 to 409,900 yuan [1] - The vehicle features ten new upgrades and twelve exclusive features compared to competitors, enhancing its product strength [5] Strategic Partnerships - The launch event highlighted the strategic collaboration between Avita, Huawei, and CATL, with key figures from these companies present [5] - Avita aims to establish itself as a high-end brand that is distinct and capable of competing globally [5] Intelligent Features - The Avita 12 is equipped with Huawei's four-laser radar system, providing 360° perception coverage, which can identify complex obstacles in challenging conditions [7] - The vehicle includes the HarmonyOS 5 cockpit for improved user interaction and a comprehensive collision avoidance system [7] Performance Specifications - The pure electric version features a 94 kWh CATL battery, achieving a CLTC range of 755 km, while the range-extended version has a combined range of 1,270 km [7] - The vehicle supports rapid charging, allowing a 30% to 80% charge in just 10 minutes [7] Design and Comfort - The design follows a "future aesthetics" theme, with new color options and high-end interior features, including a 25-speaker sound system and advanced seating comfort [8] - The vehicle offers a VIP seating package with multiple comfort features, including heating, ventilation, and massage functions [8] Future Plans - Avita plans to deepen its strategic partnerships and aims to launch a total of 17 new models by 2030, covering various market segments including sedans, SUVs, MPVs, and sports cars [13]

Core Insights - The Avita 12 Four Laser Edition was officially launched in Chongqing on October 28, 2025, offering both pure electric and range-extended powertrains with six model versions priced between 269,900 yuan and 429,900 yuan [1][3]. Group 1: Product Features - The new model introduces a "Xijin Gray" exterior color and "Rock Brown" interior, featuring a premium sound system, four-screen interaction in the front row, and dual zero-gravity seats for enhanced comfort [3]. - Rear seats are equipped with heating, ventilation, eight-point massage, and electric adjustment, along with a smart onboard cooling and heating box and 50W wireless fast charging to meet various travel needs [3]. - The Avita 12 Four Laser Edition is equipped with Huawei's four-laser radar system, including three high-sensitivity long-range lasers and one rear high-precision solid-state laser, providing comprehensive perception coverage [3]. - The vehicle features the Huawei Qian Kun ADS 4 based on the WEWA technology architecture, enhancing safety in intelligent driving assistance, and a full-dimensional collision avoidance system CAS 4.0 to improve vehicle perception and response capabilities [3]. - The HarmonySpace 5 smart cockpit integrates a perception engine for a seamless mobile audio-visual entertainment experience [3]. Group 2: Battery and Range - The pure electric version is equipped with a 94 kWh battery, with the rear-wheel-drive model achieving a CLTC range of 755 km [3]. - The range-extended version comes with a 52 kWh Ningde Times Xiaoyao super hybrid battery, offering a pure electric range of 356 km and a comprehensive range of 1,270 km [3]. - The vehicle supports a peak charging rate of 5C, allowing for rapid energy replenishment to alleviate long-distance travel concerns [3]. Group 3: Strategic Partnerships and Future Plans - Avita plans to deepen its strategic cooperation with Huawei and Ningde Times, aiming to launch a total of 17 new models by 2030, covering mainstream segments such as sedans, SUVs, MPVs, and sports cars [4].

Core Insights - Avita Technology has launched the Avita 12 Four Laser Edition, offering both pure electric and range-extended powertrains with a total of six versions priced between 269,900 to 429,900 yuan, with net prices after rights ranging from 259,900 to 419,900 yuan [1][3] Product Features - The Avita 12 is equipped with Huawei's four-laser radar system, featuring three high-sensitivity long-range laser radars and one rear high-precision solid-state laser radar, achieving 360° perception coverage [4] - The vehicle's pure electric version has a battery capacity of 94 kWh, with a rear-wheel drive model achieving a CLTC range of 755 km and a 0-100 km/h acceleration time of just 3.8 seconds [5] - The range-extended version includes a 52 kWh battery, providing a CLTC pure electric range of 356 km and a total range of 1,270 km, with a peak charging capability of 5C, allowing for a quick charge from 30% to 80% in just 10 minutes [7] Design and Luxury Features - The vehicle features a "future aesthetics" design language, with a new exterior color inspired by dawn, and an interior that combines "rock brown" with natural birch wood trim [10][12] - Luxury configurations include a VIP four-seat package, a nano water ion health oxygen cabin, heated and ventilated rear seats with massage functions, and a 25-speaker sound system for an immersive audio experience [14][15] Strategic Vision - Avita aims to establish itself as a high-end brand that stands out in the market, with plans to deepen strategic partnerships with Huawei and CATL, and to launch a total of 17 new models by 2030, covering various segments including sedans, SUVs, MPVs, and sports cars [4][16]

Core Insights - The launch of the Avita 12 four-laser version marks a significant upgrade in collaboration with Huawei, showcasing advanced technology and design [1][2] - Avita aims to establish itself as a high-end brand with unique offerings in the luxury car market, emphasizing a blend of technology and user experience [1][3] Product Features - The Avita 12 four-laser version is equipped with Huawei's four-laser radar system, providing 360° perception coverage, enhancing safety in various driving conditions [2] - It offers both pure electric and range-extended versions, with the pure electric model featuring a 94kWh battery and a range of up to 755 km, while the range-extended version has a total range of 1,270 km [2] - The vehicle includes a high-end audio system with 25 speakers and advanced interior features designed for comfort and luxury, such as heated and ventilated seats [3] Strategic Vision - Avita plans to deepen its strategic partnerships with Huawei and CATL, aiming to launch 17 new models by 2030 across various segments, including sedans, SUVs, and sports cars [3] - The company positions the Avita 12 as a benchmark in the 300,000 RMB luxury sedan market, reflecting its commitment to innovation and market leadership [3]

Core Insights - The newly launched Lantu Zhiyin has demonstrated strong market performance, achieving 3,670 units in terminal insurance data for September 2025, surpassing other Huawei electric vehicle models [1] - Lantu Zhiyin is a collaboration between Lantu Motors and Huawei, featuring advanced technologies such as Huawei's ADS Max and HarmonyOS, aimed at enhancing user experience [1] - The vehicle has undergone comprehensive upgrades in its electric system, comfort features, and interior space, catering to the core needs of Chinese families [1] Market Position - Lantu Zhiyin has quickly become the best-selling model among Huawei's electric vehicle lineup within just one month of its launch, continuing Lantu Motors' tradition of strong product performance [1] - The competitive landscape in the new energy vehicle market is intensifying, yet Lantu Zhiyin has successfully differentiated itself through its leading technology and robust product capabilities [1]

Core Insights - The all-new Lantu Zhiyin, a pure electric SUV developed in collaboration with Huawei, has achieved significant sales success, becoming the top-selling model among Huawei's electric vehicles in its first month [3]. Sales Performance - The top-selling electric vehicle models include: - Lantu Zhiyin: 3,670 units - Zhijie R7: 3,050 units - Avita 07: 2,550 units - Wanjie M8: 2,490 units - Avita 06: 2,320 units - Other models follow with lower sales figures [1][2]. Product Features - Lantu Zhiyin is positioned as a high-performance electric SUV with advanced features, including: - ADS Max super version with Huawei's latest driving technology - HarmonySpace 5 for an enhanced user experience - Comprehensive upgrades in battery systems, comfort configurations, and interior space [3]. Market Positioning - The vehicle is designed to meet the core needs of Chinese families, emphasizing aesthetics, driving experience, spaciousness, and comprehensive features, which helps it stand out in a highly competitive new energy vehicle market [3]. Competitive Landscape - The success of Lantu Zhiyin continues the trend of Lantu Automotive's strong product performance, following the popularity of previous models like Lantu Dreamer and Lantu FREE+ [3].