点 击 蓝 字 关 注 我 们 本文全文共 3514 字，阅读全文约需 12 分钟 目录 国内新闻 国外新闻 商用车 国内新闻 1 1.商务部等5部门:整治"内卷式"竞争 2.交通运输部:加速人工智能在交通运输领域的规模化创新应用 3.国内首个汽车芯片标准验证平台投入使用 4.北京现代未来五年推20款新车 5.smart推出全系跨年购置税补贴方案 6.比亚迪首款K-Car车型Racco面向日本市场首发 7.一汽在长春成立能源科技公司 8.欣旺达动力发布全固态电池 能量密度达400Wh/kg 1.波士顿拟加强对无人驾驶出租车的管控 2.本田发布Super-ONE纯电小车 3.NVIDIA宣布与Uber达成合作 推动L4级发展 4.丰田美国市场2023款电动车接入苹果地图 1. 沃尔沃电动卡车累计里程突破2.5亿公里 2. 新疆塔城首批对俄重卡成功下线 3. 江铃全新宝典全球发布 4. 比亚迪纯电小卡T35在日本东京车展全球首发 商务部等5部门:整治"内卷式"竞争 时间:2025.10.30 来源:中国汽车报网 10月29日，商务部等5部门办公厅发布关于印发《城市商业提质行动方案》的通知，其中提到，规范市场 秩序 ...

国内首个汽车芯片标准验证平台投入使用 国内首个国家级汽车芯片标准验证中试服务平台10月28日在深圳投入使用，这标志着我国车规级芯片质 量验证与评价能力迈上新台阶。这个平台建有车规级芯片环境及可靠性试验室、失效分析试验室、信息 安全试验室、性能测试试验室等13个专业试验室，配备试验设备80余套，具备30余项汽车芯片标准的验 证试验能力。 转自：智通财经 智通财经汽车：标志着我国车规级芯片质量验证与评价能力迈上新台阶。 乘联分会：10月1-26日全国乘用车市场零售161.3万辆 同比下降7% 10月29日，乘联分会发布数据，10月1-26日，全国乘用车市场零售161.3万辆，同比去年10月同期下降 7%，较上月同期下降4%；今年以来累计零售1,862.1万辆，同比增长8%。10月1-26日，全国乘用车新能 源市场零售90.1万辆，同比去年10月同期增长0%，较上月同期下降8%；今年以来累计零售977.1万辆， 同比增长22%。 崔东树：9月车市零售环比逐周火爆，10月逐周降温，这是正常的"金九银十"规律。 广汽集团旗下华望汽车增资至21亿 增幅40% 天眼查App显示，近日，华望汽车技术（广州）有限公司发生工商变 ...

Core Insights - Japanese automakers are at a crossroads, facing the choice between continuing to focus on the North American market or expanding collaboration with China [23] Group 1: Event Overview - The 2025 Japan Mobility Show had a minimal presence in the passenger car sector, featuring only 10 domestic brands and 5 international brands, contrasting sharply with other major auto shows [3] - The event was overshadowed by international political dynamics, including a meeting between US President Trump and Japanese Prime Minister Kishi, where Japan announced a $550 billion investment mechanism with potential projects [5] Group 2: Industry Challenges - Japanese automakers are lagging in the global electrification race, having missed early opportunities in lithium-ion battery development and facing delays in solid-state battery production [9] - The market share of Japanese automakers in China has plummeted from 24.1% in 2020 to an estimated 11.2% in 2024, with Q1 2023 figures showing only 10.8% [14] - The US market, a key export destination for Japanese automakers, has been adversely affected by Trump's tariff policies, with estimated losses exceeding $19 billion due to a 25% tariff [15] Group 3: Future Directions - Japanese automakers are showcasing "visions" for the future, including concept vehicles and advanced technologies, as a way to signal ongoing development despite current challenges [9][15] - The entry of Chinese automaker BYD into the Japanese K-Car market is seen as a significant threat, with local companies like Suzuki acknowledging the competitive pressure [18][20] - Collaborations between Japanese automakers and Chinese tech firms are emerging, with Nissan and Toyota partnering with companies like Momenta and Huawei to enhance their technological capabilities [22]

Core Insights - The 2025 Japan Mobility Show, previously known as the Tokyo Motor Show, commenced on October 29, showcasing both domestic and international automotive companies, including Toyota, Honda, Nissan, BYD, and Zeekr [1][3][4] Group 1: Japanese Automakers - Japanese automakers continue to dominate the show, with Toyota, Honda, and Nissan presenting multiple new models [4] - Toyota introduced the new Corolla concept car and a model aimed at rural markets in Africa, the IMV Origin, along with other vehicles like the Land Cruiser FJ and mobility tools for disabled individuals [6] - Nissan showcased the new Elgrand MPV, a revamped Leaf electric vehicle, and the updated Ariya, with the Elgrand featuring advanced e-Power hybrid technology [8] - Honda presented several new vehicles, including the Honda 0 Saloon and the entry-level SUV Honda 0 α, which is set for global release in 2027 [10] - Mazda displayed the new CX-5 and two concept cars, emphasizing its dual strategy in traditional vehicle upgrades and electrification [12] Group 2: Chinese Automakers - BYD made a significant presence with the introduction of the Racco, a pure electric K-Car tailored for the Japanese market, set to launch in summer 2026 [15][18] - The Racco features a 20 kWh battery, offering a range of 180 kilometers under WLTC conditions and supports 100 kW fast charging, catering to urban commuting needs [18] - BYD has established a strategic partnership with Aeon to set up sales points across Japan, facilitating the purchase of its vehicles at competitive prices [18] - Zeekr also made its debut at the show, planning to start order acceptance in Japan by the end of the year and official deliveries in 2026 [19] Group 3: Market Trends - The K-Car segment, unique to Japan, is characterized by compact dimensions and low engine displacement, making it popular for urban use [18] - Nissan is testing the market acceptance of its electric sedan N7, developed for the Chinese market, by introducing it to Japanese consumers [21]

Economic News - The largest offshore emergency drill in northern China's waters commenced on October 28, 2025, testing the country's deep-sea wind power emergency rescue capabilities [1] - The Ministry of Finance reported that from January to September, state-owned enterprises generated total revenue of 613,290.5 billion yuan, a year-on-year increase of 0.9% [1] - The China Logistics and Purchasing Federation indicated that the total social logistics cost for the first three quarters reached 14.2 trillion yuan, growing by 4.3% year-on-year [1] - The Xiamen government announced a new household registration policy effective November 1, 2025, aimed at optimizing residency conditions [1] Company News - Three squirrels announced a price adjustment for certain products effective November 1, with price increases ranging from 0.2 yuan to 10 yuan across 35 products [4] - Tongrentang made significant progress in liquid preparation capacity, with a new production line expected to submit GMP compliance checks by the end of the year [4] - BYD launched its first K-car model, Racco, designed specifically for the Japanese market, with pre-sales planned for summer 2026 [4] - The company Guokai Military Industry signed a contract worth 4.66 billion yuan for military trade products, expected to positively impact its performance [4] Industry Insights - The "Fifteenth Five-Year Plan" outlines clear economic and social development goals, including achieving a per capita GDP at the level of moderately developed countries by 2035 [5][6] - The plan emphasizes the importance of enhancing the financial sector, improving capital market functions, and supporting emerging industries [6][7] - It highlights the need for a strong domestic market and increased consumer spending, with policies aimed at boosting consumption and enhancing public service spending [8] - The plan also focuses on accelerating the development of new energy systems and increasing the share of renewable energy supply [8][9] Investment Recommendations - The release of the planning document is expected to enhance market understanding of China's economic direction, boosting confidence in Chinese assets [9][10] - The report suggests focusing on the technology sector, particularly in areas of innovation, as a key investment opportunity [10] - It also indicates that sectors such as cyclical industries, new energy, and military industries are expected to maintain high levels of activity, presenting good investment prospects [10]