上半年，我国汽车产销量双双超过1500万辆，均同比实现两位数增长。在产销两旺的同时，行业"反内 卷"呼声高涨。在这样的背景下，"V17"项目即将量产的消息更引发行业高度关注。 1万美元的量产车，工程师CEO心中的高质价比之选 在新能源汽车行业"反内卷"呼声高涨的当前，市场再次迎来有力竞争对手。日前，天猫与山子高科技股 份有限公司(以下简称"山子高科")签署战略合作协议，双方将基于天猫新品创新中心的数字化能力与山 子高科的汽车全产业链优势，共同探索智能汽车定制化新零售模式。这标志着中国汽车产业的数字化转 型正在涌现一条全新的赛道，此前被业界广泛关注的"1万美金售价"量产车"V17"也渐渐揭开其神秘面 纱。 当山子有谦(系山子高科全资子公司)CEO朱人杰打开手机中"V17"样车的照片向周围媒体展示时，现场 不约而同传来一阵惊呼。此前，大家对售价1万美金以下的"V17"有过很多想象：也许和曾经传闻 的"Modle Q"一样是一辆C级车，又或许只是一辆加强版的"老头乐"…… "在特斯拉，我学会的不是如何造车，而是如何逼近造车的物理极限。"朱人杰告诉记者，为了实 现"V17"的量产，创业团队用"第一性原理"创新和重构了 ...

Core Insights - Tmall and Shanzi Gaoke (000981) signed a strategic cooperation agreement to explore a new retail model for customized smart cars, marking a new phase in the digital transformation of China's automotive industry [1] - The collaboration aims to integrate the entire process from online customization to data insights and intelligent manufacturing, leveraging Tmall's digital capabilities and Shanzi Gaoke's automotive industry advantages [1] Summary by Sections Strategic Cooperation - The partnership will utilize Tmall's New Product Innovation Center's digital capabilities and Shanzi Gaoke's full automotive industry chain advantages [1] - The first project, the V17 customized model, is currently in the prototype testing phase [1] Digital Integration - The cooperation focuses on connecting "online customization - data insights - intelligent manufacturing" [1] - Tmall will provide Shanzi Gaoke with a smart research system featuring 10 core functional modules for precise market demand digital analysis [1] Consumer Engagement - Consumers will have the opportunity to participate in vehicle configuration customization directly through the Tmall platform [1] - Shanzi Gaoke will use real-time user feedback to optimize product design and production processes [1] Market Insights - The initial phase will cover over 2,000 segmented market insight data points, supporting full lifecycle data analysis for the V17 model [1] Industry Significance - This project is the first deep digital cooperation case between an e-commerce platform and an automotive manufacturer in China, showcasing significant industry demonstration value [1] - Tmall's automotive business leader emphasized the importance of this collaboration in empowering the industry through technology [1] Future Prospects - Shanzi Gaoke's V17 project leader highlighted that this partnership will accelerate the shift towards user-driven manufacturing, with plans for further exploration in areas such as vehicle networking services, user operations, and after-sales services [1]

Group 1 - Tmall and Shanzi Gaoke signed a strategic cooperation agreement to explore a new retail model for customized smart cars, leveraging Tmall's digital capabilities and Shanzi Gaoke's automotive industry advantages [1][2] - The first collaborative project, the V17 customized model, is currently in the prototype testing phase, aiming to integrate the entire process from online customization to data insights and smart manufacturing [1][2] - Tmall will provide Shanzi Gaoke with a digital analysis system that includes 10 core functional modules to enhance market demand insights, allowing consumers to participate in vehicle configuration directly through the Tmall platform [1][2] Group 2 - The initial phase of the collaboration will cover over 2,000 market insight data points, providing lifecycle data analysis support for the V17 model [2] - Tmall's automotive business leader emphasized that this partnership is a key implementation of Tmall's strategy to empower the industry through technology, leveraging insights from nearly 1 billion active users [2] - Shanzi Gaoke aims to accelerate its transition to user-driven manufacturing through this collaboration, with plans for further exploration in areas such as vehicle networking services and after-sales support [2][3] Group 3 - The partnership aligns with the implementation of the "Zhejiang Province Intelligent Connected Vehicle Industry Development Action Plan (2025-2027)," aiming to create a breakthrough paradigm in the smart connected vehicle industry [2] - Shanzi Gaoke plans to focus on three main directions by 2025-2026: completing the development and production of the V17 model, establishing an exclusive online sales channel through Tmall, and enhancing customer experience through a joint "Smart Automotive Consumer Insight Laboratory" [3] - Shanzi Gaoke, formerly known as Yinyi Co., has diversified into the new energy vehicle and semiconductor sectors, creating a high-end manufacturing ecosystem that includes smart connected vehicle manufacturing and advanced semiconductor packaging materials [3]

Core Insights - Tmall and Shanzi Gaoke (000981) signed a strategic cooperation agreement to explore a new retail model for customized smart cars based on Tmall's digital capabilities and Shanzi Gaoke's full automotive industry chain advantages [1] Group 1 - The collaboration aims to leverage Tmall's innovation center for new products and Shanzi Gaoke's strengths in the automotive sector [1] - The first project under this partnership, the V17 customized vehicle, has entered the prototype testing phase [1]

Core Insights - Lubrizol has successfully launched a new hybrid system-specific lubricant product in collaboration with Jiangsu Longpan Technology Co., Ltd, a leading independent lubricant brand in China, showcasing its innovative technology's role in advancing the hybrid vehicle industry and low-carbon transition in China [1][3] - The new lubricant product is tailored to meet the unique requirements of hybrid systems, utilizing Lubrizol's latest PV1710 additive, which enhances core protection performance and overall product performance [3][4] - The partnership combines Lubrizol's innovation capabilities with Longpan Technology's market leadership, aiming to accelerate the transition of the automotive industry towards more efficient and low-carbon hybrid technologies [4] Company Overview - Lubrizol is a specialty chemicals company under Berkshire Hathaway, focused on providing sustainable solutions to improve mobility and enhance quality of life [5] - Established in 1928, Lubrizol operates globally with production facilities, sales, and technical offices, employing nearly 7,000 people and serving customers in over 100 countries [5]