长沙晚报全媒体记者 曹开阳 随着除夕的来临，全新的马年正在走近。走过电动化狂飙、价格战白热化的蛇年，马年的中国汽车市场站在了存 量博弈与技术跃迁的十字路口。作为连续多年全球最大汽车市场和第一大汽车出口国，中国车市的每一次波动、 每一项突破，都牵动产业链与千家万户。 智能化方面，L3规模商用普及。国内智能驾驶马年进入无图化、端到端、L3量产三重拐点，政策放开与技术成熟 同步落地。华为乾崑ADS 4.0完成6亿公里仿真测试，将在马年实现高速L3规模商用、城区L4试点，问界、智界、 尚界全系搭载。小鹏汽车确立"物理AI商业化"目标，XNGP全场景智能驾驶覆盖95%城市道路，端到端大模型实 现算法轻量化，成本下探至20万元级车型。小米汽车依托生态优势，智驾系统聚焦城市通勤场景，硬件保守但算 法流畅，成为年轻用户首选。理想、蔚来等同步推进智能驾驶量产，理想瞄准家庭用户全场景安全，蔚来布局高 速与换电协同智驾，形成差异化梯队。 固态电池方面，半固态将批量上车，全固态电池完成小批量验证，续航、安全、补能三大痛点迎刃而解。东风汽 车率先发力，350Wh/kg半固态电池9月量产装车，续航突破1000公里，极寒环境续航保持率超8 ...

Core Insights - Dongfeng Motor announced that its new energy vehicle sales will exceed 1 million units in 2025, representing a 22% year-on-year growth, while its self-owned brand sales will surpass 1.5 million units, a 12% increase, accounting for 63% of total sales [1] - The company has achieved its transformation goal of a 1:1 sales ratio between self-owned and joint venture brands, marking a critical point in its upgrade process [1] Group 1 - The penetration rate of new energy vehicles is continuously increasing, and state-owned automobile enterprises are entering a deep transformation phase in electrification and intelligence [1] - Dongfeng Motor has integrated its three sub-brands into Dongfeng Yipai Technology to strengthen the development of its self-owned brands [1] - The company is implementing a "replace old with new" strategy, with its subsidiary Lantu Auto planning to go public on the Hong Kong Stock Exchange through an "introduction listing" [1] Group 2 - Dongfeng Motor has established three platforms for passenger vehicles and commercial vehicles, launching a total of 14 new energy models [1] - In the battery technology sector, the company has built a pilot line for its 350Wh/kg semi-solid-state battery and is advancing the development of fast-charging 350Wh/kg all-solid-state batteries, with plans for pilot applications by December 2027 [1] - The company is also conducting preliminary research on sulfide all-solid-state batteries with an energy density of 500Wh/kg [1] Group 3 - Dongfeng Motor is enhancing its R&D capabilities by collaborating with ICT companies, exemplified by its partnership with Huawei [2] - The Dongfeng Mengshi and Huawei Qiankun collaboration employs the HI (Huawei Inside) PLUS model, with the first 10,000 units of the Mengshi M817 already rolled off the production line [2] - The company plans to launch its first mass-produced model under the Yijing brand at the Beijing Auto Show in April 2026, with a goal of releasing at least one new model annually thereafter [2] Group 4 - The ongoing transformation of state-owned automobile enterprises, including Dongfeng Motor, is expected to deepen, as highlighted in the recent Central Economic Work Conference [2] - The conference emphasized the need for further reforms in state-owned enterprises, including improving management systems, enhancing market-oriented employment models, and promoting organizational and process changes [2]