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欧盟松绑燃油车,车企却回不去了?数百亿已投,电动化终局难改
Hua Er Jie Jian Wen· 2025-12-18 07:18
布鲁塞尔方面提议放弃2035年全面转向纯电动汽车的最后期限,这一政策转向为欧洲传统汽车制造商在 混合动力领域的销售争取了更多时间。然而,分析人士指出,尽管政策出现了重大让步,但考虑到汽车 行业已投入的巨额沉没成本,电动汽车在长期来看仍是行业发展的必然未来。 据路透社报道,欧盟委员会本周二公布了一项计划,拟取消实质上禁止内燃机汽车的2035年最后期限。 根据这项新提案,插电式混合动力车、利用小型内燃机为电池充电的增程式电动车,甚至部分传统内燃 机车型在2035年后仍将维持合法地位。此外,布鲁塞尔还提议设立一个新的小型电动汽车类别,并为在 欧洲生产的车型提供额外积分排放支持。 这一政策立场不仅标志着欧盟监管环境的重大调整,也使其与美国的路径产生分歧,此前美国总统特朗 普已撤回了对电动汽车的支持。对于奔驰和宝马等高端品牌而言,这意味着它们在不得不全面转向纯电 动车型之前,拥有了更长的窗口期来销售插电式混合动力车型;而对于Stellantis和法国雷诺公司等拥有 Fiat 500和Clio等广泛小型车型的厂商,则有望从针对城市居民的小型电动车补贴新类别中获益。 尽管获得了"喘息空间",但行业专家警告称,政策的摇摆不定 ...
欧美燃油车政策急转,汽车产业重组压力增强
3 6 Ke· 2025-12-18 03:25
法国雷诺决定与美国福特在欧洲开展车辆开发合作(雷诺的新款HV"Clio") 日本车企在欧洲一直以HV车型作为主力。某大型汽车制造商相关人士表示:"从多样化的客户需求来 看,能够提供多种选择是一件好事"。相较于技术已趋成熟的HV,EV的利润率往往偏低,因此"在收益 层面也有望产生积极影响",这位人士对此表示欢迎。 另一方面,为了推动EV普及,欧盟将针对车长在4.2米以内的小型EV设置一个新类别。意在通过放宽技 术条件来降低车辆成本,从而促进普及。同时还将为欧盟区域内生产的小型EV提供优惠措施。 欧盟将加强监管占新车注册量6成的租赁车以及公司用车等法人车辆。欧盟将要求各成员国,自2030年 以后注册的公司用车中,必须有一定比例为电动汽车(EV)等零排放车辆(ZEV)。 舍简求繁的欧洲 "欧盟选择了舍简求繁。这将向欧洲的汽车产业和消费者释放出混乱信号",欧洲智库T&E如此评价欧盟 委员会的方案。在坚持EV推进方针的同时又允许销售燃油车,这种自相矛盾的内容正是导致政策"复杂 化"的原因。 政策的急剧转向给车企带来负担。为了减轻重复投资EV和燃油车所造成的负担,大型汽车 企业纷纷与其他竞争对手进行合作。随着欧美当局放缓 ...
欧美燃油车政策急转,汽车产业重组压力增强
日经中文网· 2025-12-18 03:01
Group 1 - Renault and Ford have decided to collaborate on vehicle development in Europe to alleviate the burden of redundant investments in electric vehicles (EVs) and internal combustion engine (ICE) vehicles [2][8] - The EU has announced a plan to allow the continued sale of ICE vehicles after 2035 under certain conditions, including the use of "green steel" [4] - The EU will create a new category for small EVs under 4.2 meters in length to promote their adoption by lowering technical requirements and providing incentives for locally produced small EVs [6] Group 2 - The EU's decision to allow the sale of ICE vehicles while promoting EVs has been criticized for creating confusion within the automotive industry [7] - Major automotive companies are increasingly collaborating to reduce costs, with Ford and Renault's partnership being a notable example [8] - Chinese EV manufacturers, led by BYD, are gaining market share in Europe, increasing from 9% to 12% within a year, due to strong cost competitiveness and government subsidies [13] Group 3 - The EU's new regulations will require a certain percentage of company vehicles to be zero-emission vehicles (ZEVs) starting in 2030 [6] - The automotive industry is facing pressure to accelerate the development of next-generation technologies while leveraging the time and funds gained from the continued sale of ICE vehicles [14] - Japanese automakers like Toyota and Honda are expected to benefit from the EU's focus on hybrid vehicles (HV), which offer better fuel efficiency and environmental performance [4]
Anthropic重磅新研究:当AI采访了1250人,它看见了人类的“职业软肋”
3 6 Ke· 2025-12-15 11:02
很难想象,有一天AI真的开始采访人类了。 内容也不是「你今天过得怎么样」这种日常闲聊,而是遵循一套完整的访谈方法。 自己写提纲,追问,做主题聚类、情绪分析,最后给出跨行业的「人类情绪雷达图」。 这就是Anthropic最近发布的Interviewer,一个带着未来气息的工具。 它在一周内和1250名真实的职场人、创作者、科学家对话。 所有细节都被记录下来,再被AI压成可量化的结构。 这是一张AI时代的「群体画像」,也是大模型第一次真正走进人的心里。 AI不仅能回答问题,还能采访人类了。Anthropic让模型与1250名真实用户深度对话,自动写提纲、追问、做聚类分析,最后画出一张「人类情绪雷达 图」。这一次,人类成了AI的研究对象。 AI会采访人了,而且比人类还专业 Anthropic推出的Interviewer,看上去是一个普通的功能更新,实际却悄悄跨过了一条技术线。 不只是回答问题的模型,而是能像一位受过专业训练的研究者。 它带着明确的假设与研究目标,主动发起访谈、实时追问、整理情绪,并最终把所有内容转成可量化的数据。 在过去,这套流程只能靠人类研究团队完成,如今首次被AI接手。 访谈从一个看似简单的问题 ...
Anthropic基于新AI工具开展大规模调查研究
Sou Hu Cai Jing· 2025-12-09 16:54
Core Insights - The article discusses the increasing automation potential in the workforce, with studies indicating that a significant portion of work hours in the U.S. could be automated, while also highlighting the role of AI in understanding user interactions with language models [2] Group 1: AI Tools and User Interaction - Anthropic has developed a new tool named Clio to explore how people use large language models and their feelings towards them, aiming to place human perspectives at the center of AI model development [2] - Clio's functionality includes privacy protection while gathering detailed user insights, and it utilizes a tool called Anthropic Interviewer to conduct extensive interviews with the help of AI [2][6] - The study involved over 1,200 professionals contributing to a macro perspective on emotional attitudes towards AI [2] Group 2: Usage Scenarios and Professional Distribution - The primary use cases for Claude.ai include tasks related to programming, with approximately 10% of responses related to web and mobile application development, 7% for education, and nearly 6% for business strategy and operations [4] - The professional distribution of users shows that 37.2% are in computer and mathematics fields, 10.3% in arts and media, 9.3% in education and library sciences, 7.9% in office and administrative roles, 6.4% in life sciences, and 5.9% in business and finance [5] Group 3: Stigmatization of AI Usage - There is a noted "stigmatization" of using AI in the workplace, where some employees are perceived as lazy or seeking unfair advantages, leading to negative reactions and potential discrimination in hiring decisions [5][7] - The concept of "semi-structured data collection" is introduced, combining personalized interviews with broader surveys to enhance qualitative research [6]
电动化转型与多元化矩阵双发力 雷诺集团2025年第三季度营收同比增长6.8%
Zheng Quan Ri Bao Wang· 2025-10-23 13:45
Core Insights - Renault Group reported strong revenue and sales growth in Q3 2025, demonstrating resilience and growth potential in a challenging market environment [1][4] - The company confirmed its full-year financial expectations, indicating confidence in its strategic positioning and product diversification [1] Financial Performance - In Q3 2025, Renault Group's total revenue reached €11.4 billion, a year-on-year increase of 6.8%, with a higher growth rate of 8.5% at constant exchange rates [1] - Cumulative revenue for the first nine months was €39.1 billion, up 3.7% year-on-year, with automotive revenue at €34.3 billion, reflecting a 1.7% increase [1] Sales Performance - Global sales in Q3 reached 529,400 units, a significant year-on-year increase of 9.8%, driven by growth in both international and European markets [2] - In Europe, passenger car sales grew by 10.9%, outperforming the overall market growth of 7.5% [2] - Renault, Dacia, and Alpine brands all experienced comprehensive growth, with Renault ranking third in the European market [2] Market Orders and Inventory Management - Renault maintained a healthy inventory level of 538,000 units as of September 30, supporting future market supply and sales rhythm [3] - The company plans to launch several new models in Q4, including Renault Boreal and Renault Kwid E-Tech, enhancing its product offerings [3] Electric Vehicle Transition - Electric vehicle sales surged by 58.6% in the first nine months, accounting for 43.9% of total sales, with Q3's share rising to 44.0% [4] - The market share for pure electric vehicles increased by over 5 percentage points to 12.7%, with Q3 sales up 122.1% [4] - Hybrid vehicle market share rose by over 8 percentage points to 30.4%, with Q3 sales growing by 25.0% [4] Strategic Outlook - The CFO emphasized a strategy prioritizing value over volume, focusing on cost optimization and preparing for the next mid-term planning phase to accelerate transformation and unlock future growth potential [4]
“低调掌舵者”福兰接棒雷诺:转型阵痛期的续航与突围
Tai Mei Ti A P P· 2025-08-06 07:49
Core Insights - Renault has appointed François Provost as the new CEO, signaling a return to long-term strategies amidst challenges and transformations [2][3] - The company reported a 6% operating profit and a net profit of €500 million, significantly impacted by Nissan's impairment [2][8] - Provost's extensive experience in various markets, particularly China, positions him as a pragmatic leader focused on operational efficiency rather than flashy innovations [3][4] Financial Performance - Revenue increased by 2.5% year-on-year, but this growth was lower than the previous year's 7.4% [8] - Free cash flow was only €47 million, a drastic decline from €2.9 billion in 2024 [8] - The net profit of €500 million was affected by a €11.6 billion impairment related to Nissan, marking one of the largest losses in recent years [8] Operational Strengths - Renault maintains a 6.0% operating profit margin, placing it among the top tier of European automakers [9] - The Clio model remains the best-selling car in Europe, and the Dacia brand continues to perform strongly in retail markets [9] - The company has a solid order reserve with 7 new models and 2 refreshed models planned for 2025 [9] Strategic Direction - Provost's leadership is expected to focus on integrating Chinese technology and innovation into Renault's operations, particularly through partnerships like Horse [7][11] - The challenge lies in balancing the cash flow from traditional fuel vehicles while developing a valuable electric platform in collaboration with Ampere [11] - Provost aims to repair the relationship with Nissan and integrate new partners like Geely into Renault's operational framework [12] Leadership Style - Provost is characterized as a "low-key leader" who may not seek the spotlight but is crucial for executing Renault's transformation [12] - His approach is seen as pragmatic, focusing on stability and operational effectiveness in a rapidly changing automotive landscape [12]
Strong fundamentals, successful line-up and resilience set stage for H2 margin growth
Globenewswire· 2025-07-31 05:00
Core Viewpoint - Renault Group is positioned for margin growth in the second half of 2025, supported by strong fundamentals, a committed team, and a robust product plan despite facing challenges in the first half of the year [2][3]. Financial Performance - Group revenue reached €27.6 billion, an increase of 2.5% compared to H1 2024, and 3.6% at constant exchange rates [4][5]. - Automotive revenue was €24.5 billion, up 0.5% compared to H1 2024, with a 1.6% increase at constant exchange rates [4][5]. - Group operating margin was €1.7 billion, representing 6.0% of Group revenue, down from 8.1% in H1 2024 [6][21]. - Net income stood at -€11.1 billion, with a net income excluding Nissan impacts of €0.5 billion [14][21]. Operational Highlights - The automotive net cash financial position was €5.9 billion as of June 30, 2025, down from €7.1 billion at the end of 2024 [18][21]. - Free cash flow was €47 million, significantly lower than €1.3 billion in H1 2024, impacted by a negative change in working capital [17][21]. - The total inventory level was 530,000 vehicles, reflecting a healthy management of stock [7][17]. Market Position and Strategy - Renault Group's commercial performance includes being the 2 brand in Europe for passenger cars and light commercial vehicles, with strong sales from the Clio and Duster models [4][21]. - The company is focusing on a flexible business model to meet market demands for combustion, hybrid, and electric vehicles, with a strong order book reflecting two months of sales [22][23]. - The updated financial outlook for 2025 anticipates an operating margin of around 6.5% and free cash flow between €1.0 billion and €1.5 billion [20][22]. Challenges and Adjustments - The company faced a significant non-cash loss of €9.3 billion due to changes in the accounting treatment of its investment in Nissan, impacting overall financial results [10][14][33]. - Renault Group is implementing a strict commercial policy prioritizing value creation over volume to protect vehicle residual values amid increasing competition [21][22].
Anthropic最新研究:Claude正悄悄进化为“情绪价值大师”
量子位· 2025-06-27 10:57
Core Viewpoint - The article discusses how Claude, an AI developed by Anthropic, is increasingly being used by adults as an emotional companion, particularly during times of emotional distress [1][2]. Summary by Sections Emotional Interaction with Claude - Research indicates that adults turn to Claude for companionship when facing deeper emotional challenges such as fear, loneliness, and difficulty in forming meaningful relationships [3]. - Claude rarely declines user requests (less than 10%), and when it does, it is typically to protect users from potential harm [3]. Clio's Role in Analyzing Conversations - The research team analyzed approximately 4.5 million conversations from both free and professional accounts, extracting 131,484 emotionally relevant dialogues using a tool called Clio, which ensures user privacy [5]. - Clio employs a bottom-up approach to automatically cluster dialogue themes and identify real usage patterns without relying on pre-set questions [6][7]. Emotional Support and Professional Assistance - Only 2.9% of interactions on the Claude platform are classified as emotional dialogues, with less than 0.5% involving companionship or role-playing [15][16]. - Users seek various forms of support from Claude, including daily advice and exploration of deeper philosophical questions [17]. - Conversations with Claude often leave users feeling more positive than before [24]. User Demographics and Needs - Users can be categorized into two groups: "professional users," who utilize Claude as an efficient assistant for tasks like report writing, and "self-help users," who seek support for anxiety and workplace stress [21][22]. - This reflects Claude's diverse applications in mental health scenarios, providing both professional assistance and emotional support [23]. Future Considerations - As AI capabilities improve, there are concerns about how unconditional empathy from AI might alter expectations of real human relationships [25]. - The research team aims to ensure necessary safety measures in emotional dialogues and collaborate with crisis assistance experts to provide appropriate support and resources [25][26].