近日，蔚来为ET9与全新ES8推送Cedar雪松1.3.5版本更新，主要覆盖智能座舱、NOMI和驾乘体验，带来智能 座舱、NOMI、驾乘体验三大板块体验升级。 蔚来车载助手NOMI新增支持四款AI帽子，包含糯尔摩斯、饶蛇、领航车手、冠军车手四顶帽子，每一顶 NOMIAI帽子都有一段NOMI的特别经历。戴上帽子后，通过智能芯片，NOMI就能解锁有趣的专属登场秀、 应答语、趣味表情和特别技能。 蔚来还优化了iPhone数字钥匙。开通UWB数字钥匙的iPhone在电量耗尽自然关机后的数小时内，无感解闭锁 和启动功能仍可使用，无需再刷NFC，也可解锁开车。 新增迎宾提示音开关，支持迎宾音效的开启与关闭。新功能新增用户选择权，可通过车机设置自由开闭默认 开启的迎宾音效，此功能默认开启。 驾乘体验方面，针对ET9新增天行全主动悬架弹跳脱困。激活功能后在15km/h以下，天行全主动悬架会利用 自身快速调节车身高度的能力，通过车身的上下动作改变车轮抓地力，同时配合动力输出的协同控制，辅助 车辆在沙地、泥地等场景下"挣脱"困境，顺利驶离。此外，新增"后排防晕车模式"，开启后屏幕边缘会显示 随车辆姿态变化的圆点动效，通过降低感知 ...

Core Viewpoint - NIO has released the "Cedar 1.3.5" update for its ET9 and new ES8 models, enhancing the smart cockpit, NOMI, and driving experience features [1] Group 1: Smart Cockpit Enhancements - The update introduces "Traffic Light Display," which shows the status and countdown of nearby traffic lights on the map interface even when not in navigation mode, allowing drivers to anticipate traffic flow without focusing on intersections [1] - A new "Rear Anti-Motion Sickness Mode" has been added, which displays a dynamic dot effect on the screen's edges that changes with the vehicle's posture, helping to reduce motion sickness [1] Group 2: NOMI Features - NOMI now supports four types of AI hats that, when worn and scanned with a smart chip, unlock personalized performances, responses, and fun expressions, available for purchase on NIO Life [1] Group 3: Driving Experience Improvements - The "Skywalker Fully Active Suspension Jumping Escape" feature is specifically designed for the ET9 model, allowing the suspension to quickly adjust the vehicle's height below 15 km/h to optimize traction, aiding in navigating through challenging terrains like sand and mud [1]

Core Viewpoint - The article emphasizes the shift in the Chinese automotive market from a focus on functional benefits to emotional value, highlighting how vehicles are increasingly seen as a "third space" for personal and family interactions rather than just transportation tools [6][10]. Group 1: Emotional Value in Automotive - NIO defines its product methodology through a "user value system" that prioritizes emotional value over functional improvements, indicating that emotional aspects like personal expression and social status are crucial in product design [4][10]. - The automotive market is transitioning to "emotional competition," where vehicles serve as emotional buffers and spaces for family activities, reflecting a deeper understanding of consumer needs [6][10]. - Emotional value is categorized into four layers: "self-pleasure," "family comfort," "community engagement," and "journey assurance," each addressing different consumer experiences and expectations [12][13][14][15]. Group 2: Market Dynamics and Consumer Behavior - The Chinese automotive market has undergone two significant shifts: the initial "functional dividend" focusing on parameters like size and efficiency, followed by the emergence of "emotional dividends" that prioritize emotional stability and connection [8][10]. - Changes in family structures and commuting patterns have made emotional experiences in vehicles more important, with consumers seeking comfort and connection during their travels [10][17]. - The article notes that consumers are now more willing to pay for designs and services that enhance their emotional well-being rather than just technical specifications [10][12]. Group 3: Engineering Emotional Value - To create stable emotional experiences, automotive companies must integrate sensory design, intelligent software, and service/community layers, forming a comprehensive emotional value system [24][27]. - Sensory design focuses on elements like lighting, sound, and scent to create a calming atmosphere, while intelligent software enhances user interaction and driving experience [24][26]. - Service and community aspects provide long-term emotional support, fostering a sense of reliability and belonging among users [26][27]. Group 4: Globalization and Cultural Adaptation - As Chinese automotive brands expand globally, they face the challenge of translating emotional value into culturally relevant experiences, balancing local preferences with universal needs for comfort and trust [29][30]. - Different markets have varying expectations; for instance, European consumers prioritize reliability and privacy, while North American consumers appreciate personalization and innovation [29][30]. - The goal for Chinese automotive companies is to provide a "world-class experience" that respects cultural nuances while delivering emotional support [30].

Core Viewpoint - The return of Jia Yueting as co-CEO of Faraday Future (FF) marks a significant moment after years of internal struggles, with promises of revitalizing the company and addressing past financial issues [1][3]. Company Summary - Jia Yueting claims that his previous resignation from the CEO position was influenced by concerns over his personal debt affecting company financing, leading to a loss of $1 billion raised during the IPO [3]. - He revealed that 80%-90% of FF's financing over the years was secured by him, despite not holding the CEO title, indicating a complex leadership dynamic [5]. - As co-CEO, he has committed to using 50% of the stock incentive earnings from his new position to repay debts in China, with the other half reinvested into the company [5]. Financial Situation - Currently, FF's market capitalization is just over $100 million, far from the $16 billion needed to trigger Jia's stock incentives [7]. - The company is projected to incur a net loss of $355.8 million in 2024, raising concerns about its financial viability and reliance on external funding for factory expansions [9]. Industry Context - The electric vehicle (EV) market has become increasingly competitive, with established players like BYD and Tesla delivering tens of thousands of vehicles monthly, while FF's delivery numbers remain significantly lower [7]. - The emphasis on AI capabilities in EVs is common across the industry, raising questions about FF's unique technological advantages compared to competitors [9]. - The current market environment has shifted from speculative investments to a focus on actual production and delivery capabilities, putting pressure on FF to demonstrate tangible results [9].