撰 文 / 莫 莉 编 辑 / 黄 大路 设 计 / C C 规模化带来的波动与安全红线的刚性，正在同场拧巴。 这个月，格力与小米的"口水仗"从空调烧到汽车。关于小米推出空调"十年包修"，格力朱磊直 接将对手品控危机撕开给全网围观。 吵架归吵架，最后话题还是要落在方法论上。 轩辕同学校长、世界新汽车技术合作生态协会理事长贾可提出，应该抓住规范汽车业竞争秩序 的牛鼻子，给出一条从情绪回到制度的路线。 2025年9月的中国车圈，空气里弥漫的不再是汽油味，而是硝烟味。当"安全"成为高频词，它不 再是单纯的技术参数，而是成为交锋的武器，有人借它筑起护城河，有人因它跌入舆论坑。 这个月，工业和信息化部部长李乐成一句"绝不能容忍"，直接将"非理性竞争"钉上耻辱柱。 华为余承东紧接着在发布会上"跟进"：2秒、3秒零百这种"炫技"没有意义，公路漂移更是"最愚 蠢的行为"。 华为创始人任正非在与东风汽车董事长杨青会面时，将"车的最高级别就是安全"提升至战略高 度，为混战中的行业划出一条红线。 这个月，小米和雷军的日子并不好过。 一边是"造车和造芯同时押上前十年家底"的悲壮，另一边却是超11万辆SU7因智驾安全隐患宣 布召回的尴 ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive and automotive parts industry [7] Core Insights - The global new energy vehicle (NEV) market continues to show strong performance, with significant growth in sales and market penetration [4][5] - The report highlights the ongoing technological advancements in autonomous driving and robotics within the automotive sector, emphasizing the competitive edge gained by leading companies [3][5] Summary by Sections Market Performance - In the first half of August 2025, retail sales of passenger vehicles in China reached 866,000 units, a year-on-year increase of 2% and a month-on-month increase of 8%, with cumulative retail sales for the year at 13.611 million units, up 10% [21] - Wholesale sales for the same period were 841,000 units, reflecting a 20% year-on-year increase and a 7% month-on-month increase, with cumulative wholesale sales for the year at 16.366 million units, up 13% [21] New Energy Vehicles - Retail sales of new energy passenger vehicles reached 502,000 units in early August, a 9% year-on-year increase and a 12% month-on-month increase, with a cumulative retail sales of 6.958 million units for the year, up 28% [2][21] - The penetration rate of new energy vehicles in the passenger car market reached 58% [2] Technological Innovations - WeRide announced a partnership with Bosch to launch an end-to-end assisted driving solution, WePilot AiDrive, expected to be mass-produced by 2025 [3][49] - Xiaopeng Motors introduced a new feature for the P7 model that allows emergency steering avoidance in low-traction conditions, making it the only system of its kind in the industry [3][47] Investment Opportunities - The report suggests focusing on the technological evolution towards autonomous driving and robotics, as well as the expanding overseas demand for new energy vehicles, which could benefit Chinese automakers [5]

Core Viewpoint - Huawei's HarmonyOS is gaining traction with over 10 million devices running HarmonyOS 5.0, supported by significant investment in developer migration and ecosystem development [5][6][7]. Group 1: Product Launch and Market Position - Huawei's first travel car, the Hongmeng Zhixing S9T, has begun pre-sales as of August 18 [1]. - HarmonyOS is projected to capture 19% of the Chinese smartphone market share by Q4 2024, surpassing Apple's iOS, which holds 17% [7]. Group 2: Investment in Ecosystem Development - Huawei has invested nearly 10 billion yuan this year to support developers transitioning to the HarmonyOS ecosystem, including offering user incentives through the "Hongmeng Daily New Red Packet" program [5]. - The company has launched the Harmony Star Program, committing 100 million yuan in cash and resources to foster innovation among campus developers and creative talents [8]. Group 3: Developer Support and Tools - Huawei's Developer Space has been upgraded to provide a comprehensive AI application development experience, attracting over 1.1 million developers and empowering 170,000 to utilize its resources [9]. - New features in the Developer Space include AI-native application engines and low-code capabilities, enhancing the development process for AI intelligent applications [9].