Group 1 - Xiaopeng Huitian has appointed Michael Chao Du as CFO and Vice President, indicating a clear direction towards an IPO [1][5][18] - Du has nearly 20 years of experience in the financial sector, previously serving as CFO at a successful education unicorn, which went public on NASDAQ [3][5] - The company is currently in a critical phase for its production license application for its first flying car, the "Land Carrier" (X3-F), which has received over 4,000 pre-orders [12][14] Group 2 - The low-altitude economy is entering a golden period, with government policies promoting its development and a projected market size of trillions by 2030 [10][12] - Xiaopeng Huitian has raised significant capital, with over 5 billion USD in financing since its establishment, and recently secured a 1.26 billion CNY syndicated loan, the largest for flying car production globally [16][18] - If Xiaopeng Huitian successfully goes public, it will become the second flying car company listed in China, following EHang [19]

Group 1 - The core viewpoint of the articles emphasizes the establishment of mandatory national standards for intelligent connected vehicles to ensure safety and end the era of "wild growth" in the industry [2][3] - The Ministry of Industry and Information Technology and eight other departments are soliciting opinions on the "Automobile Data Export Security Guidelines (2025 Edition)," which outlines conditions under which automobile data processors must apply for security assessments when exporting data abroad [3][4] - The Shenzhen intelligent connected vehicle industry has seen significant growth, with a 38.2% increase in added value in the year following the implementation of the management regulations, reaching 102.37 billion yuan in 2024 [5] Group 2 - Xiaopeng Motors and Huawei jointly launched the "Chasing Light" AR-HUD solution, the world's first AR-HUD solution integrated with AI driving, which will debut in the Xiaopeng G7 [4] - Li Auto announced the establishment of two new robot departments, focusing on "space robots" and "wearable robots," indicating an expansion into artificial intelligence [7] - The launch of the GAC's first mass-produced flying car, GOVY AirCab, with a price not exceeding 1.68 million yuan, marks a significant step in urban aerial transportation [11] Group 3 - Tesla's CEO Elon Musk is urging the EU to expedite the approval of Full Self-Driving (FSD) technology, highlighting the potential safety benefits of using Tesla's advanced Autopilot technology [10] - Waymo's autonomous vehicles were damaged during protests in Los Angeles, leading to a temporary suspension of services in the area, emphasizing the need for comprehensive safety and risk assessments for autonomous vehicle operations [11][12] - GAC Toyota announced a deepened collaboration with Huawei, Xiaomi, and Momenta to build an AI automotive ecosystem, showcasing a shift towards integrated smart electric vehicle solutions [12][13]

Core Insights - GAC Group launched the GOVY AirCab flying car at the Hong Kong International Auto Expo, with a price not exceeding 1.68 million yuan, making it more affordable than traditional aircraft [2] - Within 24 hours of the price announcement, nearly 1,000 pre-orders for the GOVY AirCab were received, exceeding expectations [2] - The GOVY AirCab is set to enter the airworthiness certification phase, with plans for demonstration operations by the end of 2025 and mass production by the end of 2026 [2] Group 1: Industry Development - Guangzhou is leading the eVTOL (electric vertical takeoff and landing) sector in China, with GAC Group and XPeng's flying vehicles progressing towards mass production [2][3] - The production line for GAC's flying car is expected to be completed by early next year, with a focus on advanced manufacturing technologies and a robust supply chain [4] - Guangzhou has over 4,000 low-altitude economy-related enterprises, ranking second nationally, and has established a comprehensive new energy vehicle industry system [5] Group 2: Market Applications - The GOVY AirCab is designed for urban short-distance connections and tourism, with plans for demonstration operations in Guangzhou by the end of this year [6] - XPeng's "land aircraft" has received over 4,000 orders, indicating strong market interest beyond tourism and short-distance connections [7] - The flying cars are expected to evolve into a part of urban transportation, providing efficient commuting solutions [7] Group 3: Future Projections - The low-altitude economy is projected to reach a market scale of 2 trillion yuan by 2030, requiring real application scenarios to support this growth [8] - The development of low-altitude economy infrastructure in Guangzhou is progressing, with 99 application scenarios identified and 30 operational entities approved [10] - Experts highlight Guangzhou's advantages in low-altitude economy development due to its strong automotive industry base and supportive government policies [12]

华夏时报（www.chinatimes.net.cn）记者 温冲 于建平 北京报道 6月18日，国轩高科与亿航智能达成战略合作。此次合作是双方在2023年12月签订的动力系统框架协议基础上的战 略升级，双方将在前期合作的基础上，聚焦亿航智能旗舰产品EH216系列无人驾驶电动垂直起降航空器 （eVTOL）的动力系统升级，并计划未来在多机型领域深化协作，推动低空经济产业的高质量发展。 近年来，随着低空经济蓬勃发展与飞行汽车产业加速崛起，众多企业纷纷抢滩这一新兴领域。鉴于当前主流飞行 汽车普遍采用电池作为动力系统，国内电池企业正以密集之势进军低空经济新赛道，加速布局飞行汽车动力市 场。广汽、长安、一汽等车企也蜂拥而至该领域，并在近日传来预售、试飞、落户等新消息。飞行汽车正加速飞 入寻常百姓家。 顺势而为，电池企业涌入低空经济新赛道 不过，6月18日，国轩高科在互动平台回答投资者提问时表示："公司首条全固态中试线已正式贯通，金石全固态 电池PACK系统已完成初步开发应用工作，并开启装车路测。" 汽车行业分析师田力对《华夏时报》记者表示，低空经济作为融合航空航天、新能源、智能装备的战略性新兴领 域，其核心载体飞行汽车的 ...

香港亚洲国际博览馆，超级跑车、老爷车、新能源巴士引来众多香港市民打卡，一场具有里程碑意 义的产业盛会在此启幕。 步入展馆，清一色的国产汽车品牌构筑起一道靓丽的"中国方阵"。12日上午，广汽集团全球首发的 飞行汽车GOVY AirCab惊艳亮相，东风汽车9款新能源车型整齐列阵，中国一汽的智能驾驶体验区前排 起长队……这些场景生动诠释着中国汽车工业的跨越式发展。 "这不仅仅是一个车展，更向世界集中展示了中国汽车全产业链的实力。"汽车之家执行董事及首席 执行官杨嵩告诉记者，在他看来，中国在智能网联汽车领域已形成从核心零部件到整车制造的完整产业 链，在研发能力和成本控制方面具备全球竞争优势，正迎来出海的最佳时机。 低空经济也正在香港开启新赛道。展会上最引人注目的，莫过于广汽集团发布的首款量产型无人驾 驶多旋翼飞行汽车。这款计划2026年交付的产品，将率先在粤港澳大湾区开展示范运营。广汽国际总经 理卫海岗表示，香港完善的航空管理体系与国际化的应用场景，将为飞行汽车商业化提供最佳试验场。 "香港就像中国汽车出海的'充电站'。"中国机械工业联合会会长徐念沙表示，香港具有成熟的资本 市场、繁荣的转口贸易、规范的法治体系和全球 ...

| 【数字经济周报】高通 24 亿收购 SerDes IP 巨头 | 产业研究中心 | | | --- | --- | --- | | Alphawave | 3 | 朱峰(分析师) | | 摘要:数字经济动态事件速览 第 18期(2025.06.07-2025.06.13) | 8 | 021-38676666 | | o 半导体板块动态: | 登记编号 | S0880522030002 | | 1)高通24亿收购 SerDes IP 巨头 Alphawave | | | | 2）世界首台非硅二维计算机问世:有助造出更薄更快更节能电子产品 | | 鲍雁辛(分析师) | | 3 ) AMD: 发布基于 CDNA 4 架构的 Instinct MI350 系列 GPU | CS | | | 4)美光:追加美国制造投资至2000亿美元 | 2 | 021-38676666 | | ○ 汽车电子板块动态 | 登记编号 | S0880513070005 | | 1）广汽集团:高域 AirCab 飞行汽车全球首发 | | | | 2)蔚来在重庆区域已成功实现"换电县县通"网络建设目标 | | | | 3）零跑汽车 C1 ...

交银国际研究 消息快报 汽车行业 2025 中国香港车博会调研： 多款飞行汽车和右舵车型亮相，中国内地汽车供应链全球化升级 此报告最后部分的分析师披露、商业关系披露和免责声明为报告的一部分，必须阅读。 下载本公司之研究报告，可从彭博信息：BOCM 或 https://research.bocomgroup.com 陈庆 angus.chan@bocomgroup.com (86) 21 6065 3601 李柳晓, PhD, CFA joyce.li@bocomgroup.com (86) 21 6065 3601 汽车 2025 年 6 月 16 日 多家中国内地整车和汽车供应链企业亮相中国香港车博会。6月12-15日， 2025 年香港国际汽车及供应链博览会（"香港车博会"）在中国香港举 办。11 家内地整车企业参加了本次车展，包括一汽、上汽、长安、比亚 迪、奇瑞、北汽、广汽、吉利、小鹏、零跑等主流汽车品牌。其中奇瑞展 出 12 款新能源车及 48%热效率鲲鹏发动机等尖端技术；小鹏展出近期在 中国内地首发车型 G7 与分体式飞行汽车"陆地航母"，展现陆空一体化 出行愿景；广汽全球首发量产飞行汽车 GOVY ...

6月12日，广汽集团首款量产型飞行汽车GOVY AirCab 全球首发亮相，其预定价格不超过168万元人民币，计划今年逐步启动粤港澳示范运营，并于 2026年底开启交付。无独有偶，当天深蓝汽车CEO邓承浩宣布，2025年底飞行汽车将进行试飞。 从技术层面来看，飞机在巡航阶段早已实现自动驾驶，而飞行汽车结合了汽车的自动驾驶技术和垂直起降技术，能够实现全过程自动驾驶。相比之 下，地面的无人驾驶汽车面临着更为复杂的路况、行人以及交通规则等挑战。 这是否意味着，在法规逐渐完善的前提下，飞行汽车在使用场景上更具优势，会比无人驾驶汽车更早到来呢？ 车企按下飞行汽车量产"加速键" 随着各大车企纷纷亮出飞行汽车量产"时间表"与"技术牌"，一场围绕飞行汽车量产的竞速赛已悄然打响。 政策东风助力飞行汽车"起飞" 曾经只存在于科幻电影中的飞行汽车，如今正突破想象边界，航空企业、工业无人机企业及汽车厂商的技术攻坚与量产规划，让飞行汽车从天马行空 的概念逐步落地为可触摸、可期待的现实。 用广汽高域副总经理郑家响的话来说，"中国智能网联汽车强大的工业基础，使飞行汽车飞起来成为可能。汽车很多核心技术可以复用到飞行汽车 上，形成高安全、规模 ...

Group 1 - GAC Group commits to ensuring the completion of dealer rebate payments within two months to promote healthy development in the automotive industry [1] - China FAW's flying car headquarters project has officially settled in Shenzhen's Dapeng New District, focusing on R&D, production, and market expansion of flying cars [1] - The Red Flag Tianran 1 flying car is designed for vertical takeoff and landing, with an air endurance exceeding 200 kilometers, and is planned for its first flight within the year [1] Group 2 - GAC High Domain has received nearly 1,000 pre-orders for its new flying car, GOVY AirCab, within 24 hours of its launch, with a market price not exceeding 1.68 million [2] - GOVY AirCab is currently in the airworthiness certification stage, with plans to start demonstration exploration of air-ground integration by the end of 2025 and to begin mass production by the end of 2026 [2] - Deep Blue Automotive clarified that a recent fire incident involving a Deep Blue S05 was caused by external factors during maintenance, not a vehicle issue [2]

关注 「电动车公社」 和我们一起重新思考汽车 以下是上周新能源圈的新闻： 新车上市： 特斯拉在美发布改款 Model S/X； 新款欧拉好猫开启预售，预售价 8.98-10.98 万元； 领克首款中大型插混轿车定名领克 10 EM-P； 小鹏G7 开启预售，预售价 23.58 万元 ； 一 汽丰田bZ5上市，售价12.98-15.98万元； 奇瑞多米上市，售价5.99-6.99万元； 公司动态： 理想汽车与壳牌达成合作； 吉利发布雷神 AI 电混 2.0 ，将于银河A7、银河M9首发； 广汽丰田将推出增程版车型，并与华为展开深度合作； 广汽集团飞行汽车 GOVY AirCab 亮相，定价不超168万元； 零跑汽车首家香港门店开业； 6 月 13 日，新款特斯拉 Model S 和 Model X 在美国正式上市。 其中， Model S 四驱版售价 84990 美元（约合人民币 60.99 万元）， Plaid 版售价 99990 美元（约 合人民币 71.76 万元）； Model X 四驱版售价 89990 美元（约合人民币 64.58 万元）， Plaid 版售价 104990 美元（约合人民 币 75 ...