乘联分会联合科瑞咨询发布《2025年10月汽车智能网联洞察报告》。报告显示，2025年1-10月，新能源乘用车L2级及以上的辅助驾驶功能装车率达到 87.0%，16万以下市场中智驾装车率进一步增长。技术普惠的大趋势下，车企纷纷加速智能辅助驾驶功能下放进程，不断推动大众车型的智能辅助驾驶搭 载率提升。 2025年11月中国新能源车销售182.3万辆，环比上升6.2%，同比增长20.5%，渗透率达到53.2%，渗透率维持较高水平。其中新能源乘用车销售171.8万辆， 同比增长18.5%；新能源商用车销售10.4万辆，同比增长65.4%。 2025年11月，新能源轿车占比41.7%，比去年同期下滑4.5个百分点。新能源SUV占比达到48.7%，份额较同期上升2.7个百分点。2025年11月，细分市场全 部实现增长，商用车增速整体高于乘用车，半挂牵引车增长193.5%，乘用车市场中轿车、MPV、SUV增幅分别为8.7%、28.0%和27.7%。 1-10月AEB整体装车率表现良好，乘用车整体装车率达到67.8%，16-24万乘用车整体占比达到78%，目前仍有增长的空间。新能源乘用车市场AEB装车率 已经达到72.1% ...

格隆汇12月10日丨瑞立科密(001285.SZ)在互动平台表示，公司已布局满足新规要求的ESC、EBS、AEB 等产品，并实现量产。作为商用车细分领域的行业龙头，公司有望凭借技术、客户和产能的优势，在法 规催生的增量市场中受益，并推动产品价值提升。 ...

有时候是真的不得不佩服，车企们在营销上的攀比心。 不知道还有多少兄弟记得，当年何小鹏跟余承东的 AEB 宣传大战。虽说最后的结局是大伙握手言和，但这种老板亲自下场对线的情况，在近两年的车圈 也几乎没有再出现过。 不过明面上的和气不等于背后没有在较劲，车企们特别是新势力们在新功能、新概念上的攀比，其实一直都在发生。 而在风阻系数、端到端、VLM 都被玩坏了之后，和当年的 AEB 看着很像的 AES ，又成了车企们最新的战场。但凡车企想聊智驾，就或多或少会提到 AES ，并且都得在某方面压友商一头。 你叫 AES ，那我的就得叫增强版 AES ；你能在 100km 的时速生效？那我就整到 150 公里，或是比你的生效环境更复杂。更抽象的选手，甚至还会用 AES 让车子自己做麋鹿测试，宣传 AES 连续触发次数比友商多的。 感觉用不了多久，咱们就能看到车子自己躲子弹了。 是的没错，在脖子哥看来，如今车企们对 AES 功能的花式营销，跟当年的 AEB 大战，以及后续的开枪打电池、坦克撵车身其实并没有什么不同。 虽然看上去是用了一个人们好理解的方式来展示自己技术上的能力，本质上却是在把复杂的问题过度简单化，反而很容易让 ...

Core Viewpoint - General Motors and Tesla are implementing a "de-China" strategy by instructing suppliers to eliminate Chinese-made materials and components from their supply chains by 2027, reflecting a significant geopolitical shift in the automotive industry [2][3][14]. Group 1: Company Actions - General Motors has directed thousands of suppliers globally to completely remove Chinese materials and components from their supply chains by 2027, emphasizing the need for stronger control and risk management in their supply chains [2][3]. - Tesla has followed suit, requesting its suppliers to exclude Chinese-made parts in the production of American vehicles and plans to replace all other components with those produced outside of China within the next couple of years [2][3]. Group 2: Economic Impact - General Motors has a substantial economic impact in the U.S., contributing $116.5 billion to GDP and supporting approximately 709,100 jobs, which exceeds the economic output of 13 states [6]. - In 2022, General Motors directly generated $39.2 billion in GDP, accounting for about 25% of the total GDP generated by U.S. automakers [6]. - The average total compensation provided by General Motors is approximately 39% higher than the average for transportation equipment manufacturing workers and 69% higher than the average for all U.S. workers [7]. Group 3: Industry Challenges - The complexity of automotive manufacturing, which involves around 30,000 components, makes it challenging for companies to completely sever ties with Chinese suppliers [16]. - The push for a "de-China" strategy may lead to increased manufacturing costs and operational challenges, as companies face the need to rebuild supply chains and ensure quality assurance within a limited timeframe [16][18]. - The automotive industry relies heavily on a global supply chain, and attempts to eliminate Chinese components may not be feasible without sacrificing competitive advantages [17][18]. Group 4: Geopolitical Context - The decisions by General Motors and Tesla are influenced by the current U.S.-China geopolitical tensions, particularly in light of trade restrictions and national security concerns [14][18]. - The automotive sector's reliance on Chinese materials, especially in critical areas like rare earth elements, poses a significant challenge to the feasibility of a complete supply chain overhaul [14][17]. Group 5: Market Dynamics - The market dynamics indicate that while companies may attempt to "de-China," the reality of global supply chains means that they will still depend on Chinese inputs, even if they are labeled as sourced from other countries [17][18]. - Analysts suggest that the long-term economic trend favors global cooperation over isolation, making the "de-China" strategy potentially unsustainable [17][18].

Group 1 - Hongmeng Zhixing launched multiple new models at the autumn product launch event, including the upgraded Zhijie R7 and S7, with prices ranging from 249,800 to 309,800 yuan and 229,800 to 289,800 yuan respectively [1] - The Aito M8 pure electric version was introduced with a new entry-level Max+ version priced between 359,800 and 449,800 yuan, while the new M5 Ultra version was released in a new color at a price of 229,800 yuan [1] - The event marked the largest number of new product launches for Hongmeng Zhixing, reflecting a strategy to accelerate product iteration and technological innovation in the competitive smart electric vehicle market [1] Group 2 - Dongfeng Technology announced that Dongfeng Investment will become an indirect shareholder following the merger agreement with Dongfeng Motor Group [2] - The merger is expected to enhance resource allocation and industrial synergy within the automotive sector, potentially boosting market sentiment and investment interest in the automotive industry [2] Group 3 - Contemporary Amperex Technology Co., Ltd. (CATL) established a new company focused on charging infrastructure, including charging pile sales and electric vehicle sales [3] - This strategic move aims to deepen market penetration in the electric vehicle and charging infrastructure sectors, benefiting the overall industry chain [3] Group 4 - The China Passenger Car Association reported that the overall installation rate of Advanced Emergency Braking (AEB) systems in passenger vehicles reached 64.4% in the first half of 2025, with a significant increase in the installation rate of L2-level and above driver assistance features in new energy vehicles [4] - The rising demand for intelligent and safe driving features is expected to drive growth in the automotive sector, increasing market confidence and investment enthusiasm for smart connected vehicles [4]

Group 1: Company Overview - The company does not sell AEB products separately but achieves AEB functionality through line control braking products, which began mass production in 2024 with a low sales proportion [2] - The main production bases are located in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional bases in Liuzhou, Guangzhou, and Changchun, and a project in Morocco underway [2] Group 2: Financial Performance - The increase in gross margin is attributed to the growth in domestic automobile sales and new international market projects, leading to scale effects and continuous optimization of product structure [3] - The company maintains a high capacity utilization rate, with production levels dependent on vehicle sales [3] Group 3: Future Business Development - Future growth points include expanding market coverage and promoting new automotive electronic systems, aiming for more projects [3] - The company plans to leverage its market resources and brand influence to accelerate the expansion of electronic products in overseas markets, targeting global procurement platforms like General Motors and STELLANTIS [3]

Group 1: Company Overview - The company has three main production bases located in Xiaoshan, Anhui Guangde, and Huzhou Anji, with additional bases in Liuzhou, Guangzhou, and Changchun to support vehicle supply [2] - The company is actively supplying brake products to Geely and has seen significant sales growth in recent years [3] Group 2: Product Development - The company has developed a comprehensive solution for corner module technology, integrating wheel hub motors, electronic mechanical brakes (EMB), steering systems, and chassis controllers, enhancing vehicle maneuverability [4] - The company does not sell AEB products separately but enables AEB functionality through its line control braking and EMB products [5] Group 3: Financial Performance - The company's gross margin has improved due to increased domestic vehicle sales and new international projects, alongside ongoing product structure optimization and cost reduction efforts [7] - The projected sales amount for the line control braking product over its five-year lifecycle is approximately CNY 1 billion, with production expected to ramp up in Q1 2026 [8][9] Group 4: Market Strategy - The company plans to expand its market coverage and promote new automotive electronic systems, aiming to secure more projects [9] - The company is prepared to address annual price reduction demands from vehicle manufacturers by optimizing product structure and enhancing internal management [9] Group 5: Technology Roadmap - The company is developing products for both One-box and Two-Box technology routes, ensuring it can provide advanced system solutions for various customer needs in the future [9]

Group 1: Company Overview - Zhejiang Asia-Pacific Mechanical and Electrical Co., Ltd. has been focused on the automotive brake system industry since its establishment in 1979, accumulating a broad customer base including major companies like Geely, Changan, and SAIC [2][3] - The company’s line control braking products began mass production in 2024, although their current sales proportion is still low [2] Group 2: Product Offerings - The company does not sell AEB products separately but helps clients achieve AEB functionality through line control braking products [2] - The company has developed a comprehensive solution integrating wheel hub motors, electronic mechanical brakes (EMB), and chassis domain controllers, enabling independent control of vehicle systems and enhancing personalized travel options [4] Group 3: Market Expansion and Future Plans - The company is actively expanding its customer base and has entered procurement platforms for major automotive brands such as Volkswagen, General Motors, and Honda [3] - Future growth points include expanding market coverage and promoting new automotive electronic systems, aiming to secure more projects [8] Group 4: Financial Performance - The company’s gross margin has improved due to increased domestic vehicle sales and new international projects, alongside ongoing product structure optimization and cost reduction efforts [6] - A project related to line control braking products is expected to generate approximately ¥1 billion in total sales over a five-year lifecycle, with mass production anticipated in Q1 2026 [7]