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取消“智驾平权”,汽车智驾辅助收费是否可行?
Hua Xia Shi Bao· 2025-08-07 09:12
在当前多数车企都采取智驾免费策略的情况下,为何吴永桥要提出智驾收费的观点?从车企、供应商、 消费者以及行业发展角度来看,智驾到底是收费好还是免费更好?《华夏时报》就这些问题采访了相关 方人士。 全部免费,智能辅助驾驶技术升级将停滞? 行业利润危机、技术可持续性困境及供应链失衡的三重压力是吴永桥呼吁取消"智驾平权"的三大核心原 因。 吴永桥援引国家统计局数据指出:2025年1-5月中国汽车工业营收增长7%、乘用车销量增长14%,但行 业整体利润却下滑11.9%。这种"增量不增利"的困局,反映出"价格战"对全产业链的侵蚀。 华夏时报记者 于建平 见习记者 黄蓓 北京报道 在中国,除华为、宁德时代(300750)因技术壁垒保有议价权外,包括博世在内的绝大多数零部件供应 商深陷"残酷价格竞争"。免费普及智能驾驶辅助系统将进一步压缩供应商利润空间,导致研发投入断 裂。 近日,在世界人工智能大会期间,博世智能驾控中国区总裁吴永桥公开表示:"在中国汽车智能化产业 中,我们绝不能再推行免费推广和智驾平权的策略。所有车型的组合辅助驾驶功能必须实现收费。""若 将所有高级别辅助驾驶功能免费安装到所有车型上,将对中国智能辅助驾驶行 ...
汽车早报|比亚迪第五艘汽车运输船正式交付 丰田下月起将在美国上调部分车型售价
Xin Lang Cai Jing· 2025-06-23 00:36
Group 1 - The Chinese automotive industry is showing resilience and stable growth, with over 10% increase in both production and sales in the first five months of the year, supported by domestic demand and policy initiatives [1] - New energy vehicles continue to see rapid growth, with domestic sales of new energy passenger vehicles exceeding 50% and commercial vehicles over 20% in the first five months [1] Group 2 - BYD's fifth car transport ship, "BYD XI'AN," has been successfully delivered, measuring 219.9 meters in length and capable of carrying 9,200 vehicles, making it one of the largest LNG dual-fuel car transport ships in operation [2] - Huawei's ADS 4 is expected to begin phased rollout by the end of September, with existing users of ADS 3 eligible for free upgrades [2] - Hongmeng Zhixing has connected 1,000 Huawei supercharging stations as of June 20, 2025, contributing to the expansion of its charging network [3] Group 3 - The Lantu FREE+ model has completed its production and will begin pre-sales on June 24, with Lantu's total sales reaching 46,075 units in the first five months, marking an 85% year-on-year increase [4] - GAC Group's smart factory in Indonesia has officially commenced production, starting with a capacity of 20,000 units and plans to expand to 50,000 units [4] Group 4 - XPeng Huitian has signed a cooperation agreement with three companies in Shandong to develop low-altitude economy projects, including the establishment of two flying car application demonstration points [5] Group 5 - Tesla has announced plans to invest approximately $8 billion this fiscal year, following a total capital expenditure of about $44 billion as of the beginning of the year [6] - Tesla's capital expenditure for the previous fiscal year was around $10 billion [6] Group 6 - Toyota will increase the prices of certain models in the U.S. by an average of $270 starting next month, with Lexus models seeing an average increase of $208 [7][8]
多家车企祭出“杀招”,智驾免费,噱头还是新范式?
Core Viewpoint - The recent trend of "free intelligent driving" services among various automotive companies has sparked significant discussion and competition in the industry, with companies like Leap Motor leading the charge by offering free intelligent driving software and refunds for previous payments [2][3][4]. Group 1: Company Initiatives - Leap Motor announced that from April 10, all intelligent driving software in its models will be free, including the high-speed intelligent navigation assistance (NAP) feature, and will refund fees to users who previously paid for NAP [3][4]. - BYD has also adopted a similar strategy, offering its high-level intelligent driving system, "Tianshen Eye," as standard across all models [3]. - Chery announced that its intelligent driving system, "Falcon Intelligent Driving," will be standard across all its brands starting in 2025 [3]. Group 2: Cost Dynamics - The cost of intelligent driving technology has decreased significantly, with the hardware cost for high-speed NAP now below 1,000 yuan, allowing companies to offer these features without additional charges [5]. - According to reports, the hardware cost for BYD's Tianshen Eye system has fallen to below 4,000 yuan [5]. Group 3: Market Reactions - Despite the push for free intelligent driving features, some companies like NIO and Tesla continue to charge for their services, with Tesla's enhanced autopilot priced at 32,000 yuan and subscription options available [6][7]. - NIO offers varying durations of free intelligent driving services with vehicle purchases, indicating a mixed approach in the market [7]. Group 4: Consumer Perspectives - A significant portion of consumers (90%) are willing to pay extra for advanced intelligent driving services, with 30% willing to pay over 10,000 yuan [10]. - However, consumer sentiment indicates that the usability and effectiveness of intelligent driving systems are more critical than whether they are free, with some expressing concerns over the reliability of these features [9][10].