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消费级芯片上车到底靠不靠谱?
3 6 Ke· 2025-07-11 11:46
[ 哪些车在使用"消费级芯片"? ] 小米YU7上市后的第一个舆论场出现在对于"车规级"的讨论,YU7的座舱芯片用了消费级的高通8gen3,相比之下无关痛痒的纸巾盒却是车规级,被网友 疯狂调侃"人走盒在"。 实际上,小米YU7并不是第一个使用非车规级芯片的车型,特斯拉早在近十年前就开始了尝试,但也曾因芯片过热失效而大范围召回。 YU7的爆卖,又一次把这个话题推到了风口浪尖上——由消费级芯片控制座舱的智能汽车,到底能不能买? 省流版:拉到结尾直接看结论。 NO.1 车规级实际上是一种全生命周期的质量管理理念,从产品设计、测试、量产,到变更管理,这是一个系统性工程。 常见的芯片等级一般是按照使用温度、辐射、抗干扰等因素,标准从宽泛到严格分为5类,即消费级、工业级、车规级、军工级、航天级。 在汽车产业,同济大学汽车学院教授朱西产对汽车产经表示,一辆汽车约1000多张芯片,芯片所在的部件功能不同,对于影响人身财产的功能安全的部 件,所用芯片肯定要做AEC-Q100和ISO26262功能安全认证,这就是我们说的"车规级芯片"。 但对于不涉及功能安全的部件,所用的芯片只需要AEC-Q100耐环境能力测试和寿命测试就够了。 ...
爆品战略驱动逆势增长:上汽大通上半年销量破10.7万辆,重塑商用车价值生态
在商用车市场微增、新能源替代加速的行业变局中,上汽大通MAXUS交出了一份硬核答卷。 最新数据显示,2025年上半年上汽大通累计销量达107,467辆,同比增长11.2%;6月单月销量更是激增 31%至19,954辆。 这份逆势双增的成绩单背后,上汽大通正在各个细分市场展现出了强劲势头,6月,现象级爆品"大 拿"单月销量暴增201%,跃进轻卡同比飙升132.9%;4月皮卡同比增长53%,成为唯一同环比双增品 牌;更是企业从"卖工具"向"造生态"战略转型的深刻印证。 战略升维:从聚焦营销到全球破局 创富群体年轻化、汽车消费市场全球化,为中国商用车品牌带来了新的挑战和机遇。 "百变场景"催生现象级产品 根据中汽协发布的数据,1~5月,我国商用车产销分别完成174.6万辆和175.3万辆,同比分别增长4.2% 和1.2%。其中,客车市场同期产销均实现21.2万辆,同比增长超过5%。值得注意的是,轻型客车是唯 一实现销量增长的细分车型,同期累计销量达到17.2万辆,同比增长7.5%,新能源商用车凭借政策红利 和成本优势,市场渗透率持续攀升。 当前,商用车行业正处于转型变革的关键时期,存量市场竞争白热化、细分市场加速分 ...
黄金多空博弈加剧!欧盘回踩3287支撑,日内是否见底?立即观看超V推荐官Jason的讲解,直播间可领取超V9.9体验包>>>
news flash· 2025-07-09 09:50
黄金多空博弈加剧!欧盘回踩3287支撑,日内是否见底?立即观看超V推荐官Jason的讲解,直播间可领 取超V9.9体验包>>> 相关链接 ...
比亚迪最“高冷”小儿子,要跟沃尔沃抢饭吃
3 6 Ke· 2025-07-08 10:28
Core Viewpoint - The introduction of BYD's Seal 06 DM-i travel version is seen as a significant step towards popularizing travel cars in China, a market that has historically favored sedans and SUVs over this niche segment [5][15][41]. Group 1: Market Context - Travel cars, known as "Wagon" in China, have struggled to gain traction, with sales in 2019 being less than 20,000 units, which is lower than the sales of some individual models like the Xiaomi Su7 [3][15]. - The European market is the most popular for travel cars, with a projected sale of 13 million units in 2024, indicating a strong demand that contrasts with the Chinese market [13][10]. - The high prices of imported travel cars, such as the Audi A6 Avant, which costs around 440,000 RMB in Europe but starts at 500,000 RMB in China, have limited their accessibility to consumers [11][15]. Group 2: BYD's Strategy - BYD's Seal 06 DM-i travel version is priced around 100,000 RMB, making it one of the few affordable options in the domestic travel car market, which has excited enthusiasts [15][41]. - The Seal 06 DM-i travel version features a length of 4,850 mm and a trunk capacity of 1,535 liters, showcasing its practicality for family travel [32][34]. - BYD aims to penetrate both the domestic and European markets with this model, as it aligns with the growing interest in travel cars and the company's strategy to expand its global footprint [38][41]. Group 3: Consumer Perception - The perception of travel cars as a niche product in China is attributed to the dominance of SUVs, which are favored for their size and utility, overshadowing the appeal of travel cars [20][22]. - Despite the challenges, there is a belief that with more mainstream brands entering the travel car market, it could lead to a broader acceptance and growth of this vehicle type in China [29][41]. - The introduction of affordable travel cars like BYD's Seal 06 DM-i is seen as a potential catalyst for changing consumer attitudes and expanding the market [27][41].
美的楼宇科技三重裂变 迎接万亿绿色智慧建筑市场机会
第一财经· 2025-07-07 11:13
7月2日,上千位来自全球各地的客商和专家齐聚上海,参加第四届楼宇科技TRUE大会,共同探讨打造绿 色智慧低碳建筑的前景与路径。他们次日参观的上海美的全球创新园区,展现了绿色智慧低碳建筑的全新 探索与生动样本。 中国建科院 首席科学家徐伟认为, 新型建筑能源系统 ,是 以低碳技术与智能化手段为支撑,通过统筹 光伏、热泵、储能、充电桩等新型能源,形成智能化、低碳化、可持续的建筑能源网络 ,这是一个万亿 级的市场。美的集团副总裁、美的楼宇科技事业部总裁管金伟说,单是高温热泵就是千亿级的市场。 在强大的技术创新力背后,是美的已经形成了从中央研究院、事业部的四级研发体系。美的集团中央研究 院院长孙年祥在作大会主题演讲时,阐述了基础材料的研究与应用在节能低碳技术领域的重要作用。他透 露,下一步,美的将运用 AI技术来筛选和研发新材料,来进一步提升电机、电控、磁悬浮轴承、磁制冷 的效率。 系统裂变:从暖通、电梯到生态 在低碳社会、智慧城市的建设过程中,把传统建筑改造为绿色低碳的智慧建筑是很重要的部分。而在建筑 能耗中,暖通空调的能耗占比一般达到三四成,所以降低建筑中暖通空调系统的能耗,便是打造绿色低碳 建筑的重中之重。 伴 ...
美的楼宇科技发布五大新品,加速智慧建筑解决方案更新迭代
Core Insights - The Midea Group's TRUE Conference focused on smart building technology and innovation, attracting over 2,000 participants from various sectors, including top research institutions and leading companies [2][3] - The conference emphasized the importance of low-carbon solutions and digital transformation in the building industry, with discussions on practical applications and technological advancements [3] Group 1: Conference Highlights - The TRUE Conference featured over 30 events aimed at exploring cutting-edge technologies and presenting actionable solutions for the building industry [2] - Key speakers included representatives from Shanghai's Science and Technology Committee and Fudan University, highlighting the role of smart buildings as a critical engine for industry growth [3] Group 2: Product Launches - Midea Group unveiled five new product solutions during the conference, focusing on HVAC, smart elevators, building control, and energy management [4] - The MDV9 multi-connected unit was introduced, showcasing significant performance improvements, including a 32% increase in heat exchange area and a 3.5 times increase in heat flow density [4][5] Group 3: Strategic Developments - Midea's new "magnetic suspension + X" product strategy aims for substantial energy savings, with the new cooling system expected to save 470,000 kWh annually [5] - The company is expanding its European business unit, MBT Climate, to enhance its global market presence [4]
智慧节能技术升级,建筑行业加速低碳化、数智化转型
Hua Xia Shi Bao· 2025-07-05 09:13
随着"双碳"战略的持续深化,建筑行业正积极向绿色低碳、智能高效的发展模式转变。近年我国陆续出 台《"十四五"建筑节能与绿色建筑发展规划》等系列政策文件,重点推进建筑节能降碳与智慧化运维体 系建设,特别强调要加快建筑智慧节能技术的创新突破,促进人工智能技术与暖通系统的深度结合,为 建筑行业绿色低碳转型提供技术支撑。 复旦大学国际金融学院党总支副书记、副院长高华声近日在"楼宇科技TRUE大会"上指出,覆盖多元领 域的智能建筑是产业生态繁荣的关键引擎,"绿色智慧楼宇与金融活水的双向奔赴,会激发出更巨大的 市场潜能"。 需要注意的是,随着房地产市场进入深度调整期,既有建筑的节能绿色化改造也在不断推进。美的楼宇 科技国内营销公司市场总监谢翠华向《华夏时报》记者强调,在"双碳"目标下,"存量市场肯定是行业 未来一个大的趋势。"其认为,设备和系统的能效提升、尤其是暖通系统的提升在建筑领域需求较 大,"也可以很直接,能快速地看到(改造)效果"。 AI驱动建筑行业数智化转型 建筑行业正加紧向高质量、智能化、绿色化转型。全国工程勘察设计大师,中国建科院首席科学家、专 业总工徐伟认为,经济社会正在全面绿色转型,"要实现从传统能源到 ...
黄金深\"V\"反转,日内多空博弈加剧!美盘流动性降低,日内关键位如何选择?立即观看超V推荐官Jason的讲解,直播间可领取超V9.9体验包>>>
news flash· 2025-07-04 13:08
黄金深"V"反转,日内多空博弈加剧!美盘流动性降低,日内关键位如何选择?立即观看超V推荐官 Jason的讲解,直播间可领取超V9.9体验包>>> 相关链接 ...
美的集团7月4日全情报分析报告:「美的发布楼宇科技新品」对股价有正面影响
36氪· 2025-07-04 12:59
Core Viewpoint - Midea Group's recent technological innovations and market expansion efforts are expected to positively impact its stock price in both the short and long term, attracting investor attention and supporting sustained growth [14]. Group 1: Event Overview - Midea Group held the fourth Building Technology TRUE Conference in Shanghai, attracting over 2,000 global guests and launching five new product solutions across key business areas including HVAC, smart elevators, building automation, and energy management [7]. - The new MDV9 multi-connected unit features a 32% increase in heat exchange area and a 30% reduction in control volume, while the "maglev + X" product strategy in the water machine segment aims for annual energy savings of 470,000 kWh and a 70% reduction in footprint [7]. Group 2: Sentiment Analysis - As of July 4, the event generated a total of 155 online sentiment pieces, with 69% being positive, 1.3% negative, and 29.7% neutral, indicating a significantly positive public perception [9]. - The primary dissemination channel for this event was WeChat, accounting for 20.65% of the total mentions [11]. Group 3: Impact Analysis - Midea Group's performance in technology innovation, market expansion, product competitiveness, brand influence, and energy efficiency is likely to have a positive impact on its stock price [14]. - The company's global service reach, covering over 200 countries and more than 100,000 large-scale projects, enhances its international competitiveness and market share [16]. Group 4: Stock Price Influence - The introduction of new solutions at the conference showcases Midea Group's technological capabilities, which may boost market recognition and investor confidence [16]. - The launch of competitive products like the MDV9 and the "maglev + X" strategy is expected to attract more customers and increase sales revenue [16]. - The energy efficiency improvements, such as the significant energy savings from the new cooling systems, may appeal to environmentally conscious investors [16].
比亚迪杀入旅行小众市场,性价比+海外能否改写旅行车命运?
He Xun Wang· 2025-07-04 11:44
【大河财立方 记者 陈薇 文图】在国内汽车市场的版图中,旅行车是一个小众领域。因国内消费者更偏爱SUV的高坐姿和三厢车的"有头有尾",加之旅行车 溢价较高,多数旅行车在国内一直"水土不服"。 虽然旅行车能拉上公路车、冲浪板听起来很酷,但旅行车在国内市场一直是一个"叫好不叫座"的车型。在选择家庭车辆时,偏爱SUV的高坐姿和三厢车 的"有头有尾"。对大空间有需求的家庭,还是更愿意选择拥有高大的车身、硬朗外观的SUV车型,虽然基于轿车底盘打造的旅行车,后备厢纵向深度和装载 灵活性往往优于同级别 SUV。 更重要的是,旅行车引进车型少,定价偏高,以进口形式引入的如沃尔沃 V90、奥迪A6 Avant等车型,普遍比同平台SUV贵10%~20%,性价比劣势明显。 因此,国产品牌新能源汽车品牌宁愿打造MPV车型,也对旅行车望而却步,即便尝试入局,也往往铩羽而归。宝骏推出的RC-5W(后更名宝骏Valli),最 终却因销量低迷黯然停产;合资品牌中大众CC猎装车,也没有打开局面;2023年蔚来也推出了旅行车ET5T,但这款车发布两年也不温不火。 然而,彼之砒霜,吾之蜜糖。7月4日,比亚迪发布海豹06DM-i旅行版,其10.98 ...