新京报贝壳财经讯（记者张冰）"2026年奔驰将在中国市场做好产品、豪华服务和体验，以及坚定不移 地投入中国市场三件事。"1月13日，北京梅赛德斯-奔驰销售服务有限公司总裁兼首席执行官段建军在 奔驰媒体沟通会上称，在产品方面，2026年中国市场将会有超15款全新和改款产品上市，并将协同业务 团队推进数字化落地。 "毫不避讳地说，2025年对奔驰而言是道阻且难的一年，一方面40万元以上的豪华车市场规模收缩，另 一方面2025年是奔驰产品更新迭代的蓄水期，多数主力产品处于产品周期后半阶段。"段建军称，面对 豪华车市场波动和自身产品周期调整等挑战，奔驰和经销商一起冷静看待市场变化，务实调整了业务预 期，如期完成了基本业务目标。 （文章来源：新京报） "2025年奔驰在中国40万级及以上核心豪华市场、100万级及以上高端豪华市场保持了市场份额领先；迈 巴赫GLS SUV年度交付量同比增长近14%。展望2026年，尽管市场会更具挑战，但奔驰将迎来产品大 年。"段建军介绍，在中国市场，奔驰将坚持"油电同质"和"油电同智"的产品策略，逐步开启产品阵容 焕新，2026年将会有包括全新长轴距纯电GLC SUV、新一代S级轿车、长 ...

"毫不避讳地说，2025年对奔驰而言是道阻且难的一年，一方面40万元以上的豪华车市场规模收缩，另一方面2025年是奔驰产品更新迭代的蓄水期，多数主 力产品处于产品周期后半阶段。"段建军称，面对豪华车市场波动和自身产品周期调整等挑战，奔驰和经销商一起冷静看待市场变化，务实调整了业务预 期，如期完成了基本业务目标。 新京报贝壳财经讯（记者张冰）"2026年奔驰将在中国市场做好产品、豪华服务和体验，以及坚定不移地投入中国市场三件事。"1月13日，北京梅赛德斯-奔 驰销售服务有限公司总裁兼首席执行官段建军在奔驰媒体沟通会上称，在产品方面，2026年中国市场将会有超15款全新和改款产品上市，并将协同业务团队 推进数字化落地。 2025年，梅赛德斯-奔驰在40万级及以上的核心豪华市场、百万级及以上的高端豪华汽车市场保持份额领先。企业供图 新京报贝壳财经记者了解到，在豪华品牌中，奔驰（含迈巴赫）2025年成交价相对领先；从单一品牌销量来看，截至2025年前11个月，奔驰以33.9万辆的成 绩稳居30万元以上市场榜首。奔驰发布的数据显示，2025年其全球销量为216万辆，其中中国市场销量超57.5万辆。 "2025年奔驰在中 ...

Core Insights - The CES 2026 showcased AI as the central theme, emphasizing human-centric applications and the integration of AI into various sectors [1][3][6] - The competition in the chip industry was highlighted, with major players like NVIDIA, AMD, Intel, and Qualcomm presenting their advancements in AI infrastructure [3][9] - The exhibition marked a shift from hardware-centric displays to a focus on ecosystem definition and strategic collaboration among companies [4][16] AI and Robotics - CES 2026 introduced a dedicated area for AI and quantum innovation, showcasing practical applications of embodied intelligence and advancements in autonomous driving [3][4] - The event demonstrated a transition from conceptual robot designs to practical solutions addressing real-world challenges in home services and industrial logistics [3][11] - Chinese companies showcased significant advancements in robotics, with a focus on self-developed core components and solutions for logistics and manufacturing [11][13] Chinese Companies' Participation - The number of Chinese exhibitors in the core professional pavilion decreased to 207 from 1,475 in 2025, indicating a structural adjustment in participation [4][5] - The remaining Chinese companies at CES were required to demonstrate AI-related functionalities, reflecting a shift towards more innovative and integrated product offerings [5][6] - Major Chinese firms like Lenovo showcased their global influence by hosting large-scale events, indicating a strategic focus on ecosystem development [6][16] Competitive Landscape - The competition is evolving from hardware specifications to a comprehensive narrative that includes both foundational technology and application capabilities [7][16] - The contrasting approaches of Chinese and American tech companies in building AI ecosystems highlight differences in strategic thinking and resource allocation [8][15] - Chinese automotive companies emphasize full-stack self-research and vertical integration, while Western firms focus on open software ecosystems and long-term evolution [15][16] Future Implications - The CES 2026 signals a shift in global tech competition towards defining future technology ecosystems and industry standards [16][17] - Companies that can navigate the complexities of AI and contribute to ecosystem building are likely to remain at the forefront of technological advancement [17]

Core Insights - The 2025 electric vehicle market is witnessing a shift, with traditional luxury brands like Mercedes-Benz redefining their pricing strategies to remain competitive [1][3] - Domestic brands are moving upmarket, with models like the Zhiji LS9 and Zeekr 9X priced above 400,000 yuan, indicating growing confidence in the domestic electric vehicle sector [3][5] - The introduction of advanced technologies, particularly the ultra 500-line lidar, is becoming a key differentiator in defining flagship models in the electric vehicle market [4][12] Group 1: Market Dynamics - Mercedes-Benz is launching its most intelligent product yet, the pure electric CLA, at a starting price of 259,000 yuan, marking a significant price reduction for the brand [1][3] - Domestic brands are increasingly confident, with models like the Zhiji LS9 and Zeekr 9X appealing to consumers who previously favored luxury brands [3][7] - The shift in consumer preferences is evident, as over 80% of Zeekr 9X buyers previously owned high-end luxury vehicles [7] Group 2: Technological Advancements - The ultra 500-line lidar is becoming a standard feature for flagship models, with brands like Zeekr, Zhiji, and Lantu leading the charge [5][12] - The performance of lidar technology is critical, with higher line counts translating to better detection capabilities and safety features [20][25] - The evolution of lidar technology is reshaping the competitive landscape, with a clear distinction between different performance tiers based on line counts [22][27] Group 3: Future Outlook - The demand for L3 autonomous driving capabilities is increasing, with brands like Lantu and Mercedes-Benz claiming to have L3 architecture in their flagship models [28][34] - The necessity for ultra 500-line lidar in achieving L3 safety standards is becoming apparent, as it provides the required detection range and reliability in complex driving conditions [35][36] - The market is expected to evolve significantly by 2026, with ultra 500-line lidar setting new benchmarks for safety and luxury in the electric vehicle sector [38][39]

Core Insights - Mercedes-Benz is advancing its strategy in China by launching a new intelligent driving assistance system in collaboration with local company Momenta, which will debut in the new all-electric CLA model [1][3] - The company is also enhancing its capital structure by acquiring a 3% stake in Qianli Technology for approximately 1.339 billion yuan, aiming to strengthen its smart technology ecosystem [1][6] Group 1: Intelligent Driving System - The new intelligent driving assistance system is based on a flywheel large model and features an end-to-end technology architecture, integrating perception, decision-making, and control, with a response time of just 100 milliseconds [3] - The system has been trained using 100% local data to adapt to China's complex traffic conditions, including scenarios like mixed traffic with non-motor vehicles and construction zones [3] - Extensive testing has been conducted across high-traffic routes and through simulation platforms, covering extreme weather conditions and unexpected road situations [3] Group 2: New Electric Vehicle Launch - The all-new all-electric CLA, built on the Mercedes-Benz MMA platform, is priced between 259,000 and 299,000 yuan, targeting the high-end electric sedan market [3][4] - The vehicle features an 800V high-voltage architecture, supporting 320kW fast charging, which can add 370 km of range in just 10 minutes, and has a CLTC range of 866 km with a consumption of only 10.9 kWh per 100 km [4] - The CLA includes advanced smart features, such as the jointly developed intelligent driving system and the proprietary MB.OS operating system, which enhances the vehicle's interactive capabilities [4] Group 3: Capital Investment and Strategic Partnerships - Mercedes-Benz's digital technology subsidiary acquired 1.36 million shares of Qianli Technology at a price of 9.87 yuan per share, with the total transaction amounting to approximately 1.339 billion yuan [6] - Qianli Technology, a subsidiary of Geely, focuses on intelligent driving solutions and plans to launch L3-level solutions within six months and L4-level Robotaxi technology by 2026 [7] - The investment is part of Mercedes-Benz's broader strategy to establish a significant digital research and development center in China, covering AI applications, autonomous driving, and automotive component development [6] Group 4: Market Positioning - The new electric CLA has commenced production at the Beijing Yizhuang factory and is set to launch later this year, enhancing Mercedes-Benz's competitive edge in the smart electric vehicle market in China [8]

Core Insights - The collaboration between Mercedes-Benz and ByteDance aims to redefine the division of labor in the automotive industry during the intelligent era, focusing on the integration of AI technology across various business sectors [2][3] - This partnership will cover the entire business chain, including smart driving, cockpit, research and development, and marketing, which is unprecedented in the automotive industry [2] - The collaboration is not merely a short-term market strategy but a long-term strategic layout, as both companies seek to leverage their strengths to enhance user experience and operational efficiency [2][4] Collaboration Details - The partnership is built on Mercedes-Benz's self-developed MB.OS operating system, which allows for a modular approach to vehicle functionality, enabling partners like ByteDance to develop applications without deep hardware integration [5][7] - The introduction of the Doubao large model in the new electric CLA is set to enhance user interaction, allowing the vehicle to understand vague commands and respond intelligently to contextual expressions [6] - ByteDance's cloud computing capabilities will accelerate the integration of Mercedes-Benz's nearly 40 years of technological expertise in autonomous driving, eliminating the need for the automaker to build its own data centers [6] Market Implications - The collaboration signifies a shift from competition based on individual technologies to a focus on ecosystem competition within the intelligent automotive sector [3][7] - Mercedes-Benz's localization strategy will evolve to include "adaptive innovation," allowing for a better match with domestic user needs and exploring new profit models through software subscription services and ecosystem sharing [7] - The partnership is expected to enhance Mercedes-Benz's ability to respond quickly to the Chinese market, with a capability to convert ideas into software applications within 24 hours [7] Challenges and Considerations - Data compliance remains a critical issue for international automakers utilizing local cloud services, and the complexity of technology integration requires a highly reliable system architecture [8] - The compatibility of ByteDance's ecosystem with Mercedes-Benz's luxury brand image poses a long-term challenge for maintaining brand integrity [8] - The outcome of this collaboration may set a precedent for a new industrial division model, emphasizing "symbiosis" over "replacement" in the intelligent automotive era [8]

Core Insights - The collaboration between Mercedes-Benz and ByteDance aims to redefine the automotive industry's division of labor in the era of smart technology [2][6] - The partnership focuses on integrating AI technology across various business areas, including smart driving, cockpit, research and development, and marketing [2][4] - Mercedes-Benz's self-developed MB.OS operating system serves as the foundation for this collaboration, allowing for modular development and reducing integration complexity [3][5] Group 1: Strategic Collaboration - The partnership is characterized as a "peak encounter," emphasizing the deep integration of AI technology and the innovative applications that will arise from it [2][4] - Mercedes-Benz's choice of ByteDance is seen as a strategic decision beyond mere technical parameters, leveraging ByteDance's extensive content ecosystem [4][6] - The collaboration is expected to enhance user experience in smart cockpits and accelerate advancements in autonomous driving through cloud computing capabilities [5][6] Group 2: Market Positioning and Competitive Advantage - The collaboration signifies a shift towards a symbiotic relationship between automotive companies and tech firms, moving away from a replacement model [7][8] - Mercedes-Benz aims to achieve localized innovation that better meets domestic consumer needs, enhancing its competitive edge in the Chinese market [7][8] - The partnership may lead to new revenue models through software subscription services and ecosystem sharing, alleviating profit pressures during the transition [7][8] Group 3: Challenges and Considerations - Data compliance and the complexity of technology integration pose significant challenges for international automotive companies utilizing local cloud services [7][8] - The compatibility of ByteDance's ecosystem with Mercedes-Benz's luxury brand identity will be a long-term test of brand integrity [7][8] - The outcome of this collaboration could set a precedent for new industry division models in the smart automotive sector, highlighting the importance of coexistence over replacement [8]

Core Insights - Mercedes is collaborating with Geely's subsidiaries, Yikaton and Meizu, to integrate the Flyme Auto system into its vehicles, starting with the long-wheelbase E-Class set to launch in 2027, aiming to enhance its smart technology capabilities in the Chinese market [1][2][5] Group 1: Collaboration and Product Development - The first model to feature Flyme Auto was the Lynk & Co 08 EM-P, launched in 2023, which has contributed to improving sales and brand reputation for Geely [2][3] - Flyme Auto has been adopted in 23 Geely models as of May 2023, with total sales exceeding 1.16 million units by mid-June 2023 [4][5] - The partnership with Geely is a strategic move for Mercedes to maintain competitiveness in the fuel vehicle segment in China, where it has faced declining sales [5][6] Group 2: Market Performance and Challenges - Mercedes reported a nearly 7% year-on-year decline in new car deliveries in China for 2024, with a 14% drop in the first half of the year [3][6] - The collaboration with local suppliers like Meizu and Yikaton is part of Mercedes' strategy to adapt to the rapidly evolving smart technology landscape in China [10] - The upcoming MB.OS system, set to launch in 2025, aims to enhance the user experience with features like continuous updates and advanced AI capabilities, but current fuel models cannot support this system [7][9] Group 3: Technological Advancements - Flyme Auto features a 7nm chip, supporting seamless integration of mobile and automotive functions, which is a significant upgrade for Mercedes' existing systems [3][8] - The third-generation MBUX system in current Mercedes models includes advanced features like a voice assistant with improved response times and enhanced navigation capabilities tailored for the Chinese market [6][8] - The collaboration with local tech firms is seen as a necessary step for Mercedes to keep pace with domestic brands that are rapidly advancing in smart vehicle technology [10]