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BY DOMAIN按领域ADAS & AD智能驾驶Smart Cockpit智能座舱SDV / E-E软件定义汽车AIAIEV & Charging电动化与充电Cyber Security网络安全Supply Chain供应链Aftermarket & Service后市场与服务China Impact中国势力
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Nio says ES8 per-vehicle cost up nearly $3,000 on raw material price surge蔚来称ES8单车成本因原材料涨价增加近3000美元

  1. Nio (NYSE: NIO) founder, chairman and CEO William Li disclosed at a Friday media briefing — a day after Nio launched the five-seat ES8 on July 9, 2026 — that the ES8 SUV's per-vehicle cost has risen by nearly 20,000 yuan ($2,950) due to surging raw material prices, according to Sina Tech.
  2. Li said Nio is working with supply chain partners to find ways to offset some of the added costs and is striving to keep vehicle prices stable, as rising raw material costs create sustained pressure for China's EV makers.
  3. Li also noted that in May 2026, Nio's sales surpassed Germany's three major luxury brands across 48 cities and regions in China.
  1. 蔚来(NYSE: NIO)创始人、董事长兼CEO李斌在周五的媒体沟通会上透露——就在蔚来于2026年7月9日推出五座版ES8的次日——受原材料价格上涨影响,ES8单车成本已增加近2万元人民币(约2950美元),消息来自新浪科技报道。
  2. 李斌表示,蔚来正与供应链伙伴合作,寻找办法抵消部分成本上升,并努力保持整车价格稳定,原材料价格上涨正给中国新能源车企带来持续压力。
  3. 李斌还提到,2026年5月,蔚来在中国48个城市和地区的销量已超过德系三大豪华品牌。
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Li Auto's i9 Approved for Production, Flagship Pure-Electric SUV Launches September理想i9获批量产,纯电旗舰SUV 9月上市

  1. Li Auto's all-new pure-electric SUV, the i9, has appeared in China's MIIT regulatory filings, signaling progression toward its official launch in September 2026.
  2. The i9 features a 5,225 mm body length, 3,168 mm wheelbase, 400 kW combined power output from dual-motor AWD, and 6-seat configuration—exceeding specifications of Li Auto's current flagship i8.
  3. As the newest member of Li Auto's 9-series flagship family, the i9 continues the company's product positioning strategy in the premium large family SUV market segment.
  1. 理想汽车全新纯电SUV "i9"出现在工信部新车申报目录中,标志着该车型正在向9月正式上市稳步推进。
  2. i9采用5225mm车长、3168mm轴距、双电机全轮驱动(综合功率400kW)、6座布局,各项参数均超越现款旗舰i8。
  3. 作为理想9系列旗舰的最新成员,i9延续了理想在大型家用SUV市场的产品定位战略。
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Nio Launches 5-Seat ES8 Variant to Revive Premium SUV Sales Momentum蔚来推出五座ES8,应对旗舰SUV销售下滑

  1. Nio began nationwide deliveries of a 5-seat ES8 SUV variant in China on July 10, 2026, immediately following the model's official launch on July 9.
  2. The 5-seat variant starts at 382,800 yuan ($56,470) with battery included, 5.9% lower than the 3-row version; ES8 deliveries fell 21.85% sequentially in June.
  3. The expansion aims to broaden market appeal and restore momentum to Nio's best-selling model; founder William Li and co-founder Qin Lihong attended the inaugural delivery ceremony.
  1. 蔚来于2026年7月10日在中国启动五座ES8 SUV的全国交付,这是该车型于7月9日正式上市后即刻启动的。
  2. 五座版本起价382,800元(约$56,470)含电池包,比三排版本低5.9%;ES8六月环比销售下降21.85%。
  3. 新车型旨在拓宽市场吸引力并恢复蔚来畅销车型的销售动能;创始人李想和联合创始人秦力洪出席了首批交付仪式。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

BYD Shark Pickup Files for China Market After Two Years Overseas比亚迪Shark皮卡申报中国市场,海外销售两年后

  1. BYD's Fang Cheng Bao brand has filed the Shark plug-in hybrid pickup with China's Ministry of Industry and Information Technology (MIIT), marking regulatory progress toward a domestic launch after the vehicle began overseas sales in Mexico in May 2024.
  2. The vehicle combines a 1.5T engine with dual electric motors (170kW front, 150kW rear) for 320kW total motor power, uses LFP batteries from BYD's FinDreams subsidiary, and will be manufactured in Zhengzhou, Henan province, with a 0-100 km/h acceleration of 5.7 seconds.
  3. The Shark represents BYD's vertical integration strategy leveraging its own battery subsidiary and expansion into commercial vehicle segments with PHEV technology, demonstrating how Chinese OEMs are diversifying beyond passenger cars.
  1. 比亚迪方程豹品牌向中国工业和信息化部提交Shark皮卡车型,这是该车型在2024年5月于墨西哥上市后向国内市场迈进的重要监管步骤。
  2. 该车搭载1.5T发动机和双电机系统(前170kW、后150kW)总功率320kW,采用比亚迪电池子公司弗迪电池的LFP电池,将在河南郑州生产,0-100km/h加速时间为5.7秒。
  3. Shark皮卡体现了比亚迪垂直整合战略(自主电池供应)和向商用车领域拓展PHEV技术的举措,反映了中国车企多元化发展超越乘用车的趋势。
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Mercedes-Benz Group Sold 511,900 Cars and Vans in Q2, BEV Sales Up 50%梅赛德斯-奔驰集团第二季度销售51.19万辆汽车及货车,纯电动车销量增长50%

  1. Mercedes-Benz Group announced on July 8, 2026 that it sold 511,900 Cars and Vans in Q2, with sales outside China up 3% year-over-year.
  2. Battery electric vehicle (BEV) sales rose 50% in the quarter, significantly outpacing the group's overall sales growth.
  3. Among the BEV lineup, the Mercedes-Benz VLE 300 electric posts a combined energy consumption of 20.7-18.4 kWh/100 km, zero CO2 emissions, and CO2 class A*, underscoring the efficiency profile behind Mercedes' accelerating electric push.
  1. 梅赛德斯-奔驰集团于2026年7月8日宣布,第二季度共售出511,900辆汽车和货车,中国以外市场销量同比增长3%。
  2. 纯电动车(BEV)销量本季度增长50%,增速明显超过集团整体销量增速。
  3. 在纯电动阵容中,梅赛德斯-奔驰VLE 300纯电动车型综合能耗为20.7-18.4 kWh/100 km,CO2排放为0 g/km,CO2等级为A*,体现了奔驰加速电动化背后的能效表现。
Industry Moves行业动向 China Impact中国势力EV & Charging电动化与充电single source单源

Weichai Power's WP15 Hydrogen Engine Becomes World's First Heavy-Duty Unit to Pass China VI Emission Certification潍柴WP15氢发动机通过中国Ⅵ排放认证,成为全球首款达标重卡氢发动机

  1. Weichai Power (HKG:2338) announced on July 10, 2026 that its self-developed WP15 hydrogen direct-injection heavy-duty engine passed full China VI vehicle emission certification on July 3, 2026 at the CATARC Automotive Test Center in Tianjin.
  2. The certification is the first time a heavy-duty hydrogen internal combustion engine, in China or globally, has met the country's stringent China VI emission standard.
  3. Testing covered the complete national heavy-duty engine emission test cycle — cold start, low-speed idling, high-speed full-load, and transient variable-load conditions — verifying the engine's emission performance, reliability and stability under real-world operating scenarios.
  1. 潍柴动力(HKG:2338)于2026年7月10日宣布,其自主研发的WP15氢直喷重卡发动机于7月3日在天津中国汽车技术研究中心(CATARC)通过了中国Ⅵ排放全项认证。
  2. 此次认证使其成为全球及中国首款达到中国Ⅵ排放标准的重型氢内燃机。
  3. 认证测试涵盖国家重型发动机排放标准要求的完整工况循环,包括冷启动、低速怠速、高速满负荷及瞬态变负荷等场景,验证了发动机在真实运行条件下的排放性能、可靠性与稳定性。
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NHTSA Warns Self-Driving Cars Can't Detect Hazards, Clouding Tesla's Robotaxi PushNHTSA警告自动驾驶车无法识别危险,特斯拉Robotaxi前景蒙阴

  1. NHTSA warned that driverless vehicles fail to recognize traffic cones, smoke, and fire, and cannot safely interact with first responders during emergencies.
  2. Tesla CEO Elon Musk calls driverless vehicles a key engine of the company's future, meaning regulatory setbacks pose a direct threat to Tesla's share price.
  3. Goldman Sachs' autonomous-vehicle growth forecast starts from a base of roughly 1,500 robotaxis operating across 5 U.S. cities today, underscoring how much the industry's expansion still depends on regulatory clearance.
  1. NHTSA警告称,自动驾驶汽车无法识别交通锥、烟雾和火情,也无法在紧急情况下与应急人员安全互动。
  2. 特斯拉CEO马斯克称自动驾驶是公司未来的关键引擎,这意味着监管层面的挫折将直接威胁特斯拉股价。
  3. 高盛对自动驾驶汽车增长的预测起点为目前约1500辆、运营于5个美国城市的规模,凸显行业扩张仍高度依赖监管放行。
Industry Moves行业动向 China Impact中国势力Supply Chain供应链single source单源

Gasgoo CEO Zhou Xiaoying Keynotes Europe-China Auto Cooperation Salon in Stuttgart高工CEO周晓英斯图加特演讲:探讨中国汽车产业向系统级创新转型

  1. On July 7, 2026 local time, Gasgoo CEO Zhou Xiaoying spoke at the 2026 Europe-China Automotive Industry Cooperation Salon held in Stuttgart, Germany, joining Chinese and European automotive supply-chain representatives and experts to discuss new trends in China's auto sector.
  2. The salon centered on Chinese automakers' accelerating push into the European market and European OEMs' growing interest in deeper cooperation with Chinese partners on new energy vehicles, intelligent technology, and supply chains, providing a face-to-face platform for resource matching and win-win outcomes.
  3. Zhou's keynote, titled "The Next Chapter for China's Auto Industry — From Market Scale Advantage to System-Level Innovation," drew on Gasgoo's industry perspective to frame China's auto sector shift from scale-driven growth toward system-level innovation.
  1. 年7月7日(当地时间),高工(Gasgoo)CEO周晓英出席在德国斯图加特举行的2026欧洲-中国汽车产业合作沙龙,与中欧汽车供应链代表及专家共同探讨中国汽车产业新趋势。
  2. 沙龙聚焦中国车企加速出海欧洲,以及欧洲车企寻求在新能源汽车、智能技术与供应链领域深化对华合作的背景,为双方资源对接、互利共赢搭建面对面交流平台。
  3. 周晓英发表题为《中国汽车产业的下一章——从规模优势到系统级创新》的主题演讲,结合高工的行业视角,阐述中国汽车产业从规模优势向系统级创新的转变。
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Xiaomi Unveils Sky Nomad SUV Interior With Rotating Seats and Fold-Out Bar Counter小米首曝Sky Nomad SUV内饰:旋转座椅+可设置吧台

  1. On July 9, 2026, Xiaomi (HKEX: 1810) released the first interior images and a high-definition side profile of the debut model in its Sky Nomad series, revealing rotating front-row seats and a settable in-car "bar counter," while opening the vehicle for reservation inquiries the same day.
  2. Sky Nomad is Xiaomi's second product series after the SU7/YU7 lineup, and this SUV is its first model, which Xiaomi positions as an "intelligent, transformable large-space SUV."
  1. 年7月9日,小米(港股1810)首次公开Sky Nomad系列首款车型的内饰图片及高清侧面图,展示了前排座椅旋转、可设置的车内"吧台"等功能,并于同日开启预订。
  2. Sky Nomad是小米继SU7/YU7系列之后的第二个产品系列,该SUV为该系列首款车型,小米将其定位为"智能、可变形、大空间SUV"。
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Autoliv and XPENG Sign Strategic Cooperation Framework AgreementAutoliv与小鹏汽车集团签署战略合作框架协议

  1. On July 8, 2026, Autoliv and XPENG Group formally signed a strategic cooperation framework agreement in Guangzhou, deepening collaboration across technical synergy, digitalization, low-carbon sustainability, new technology development, and global support.
  2. Autoliv EVP and CTO Fabien Dumont said the tie-up moves beyond a traditional supplier relationship toward co-creation and joint development, with Autoliv's China team committed to supporting every new XPENG product with agile response and engineering resilience.
  3. Autoliv, the world's largest automotive safety supplier with roughly 44-45% of the global passive safety market, 25 countries of operations, 65 production bases and 13 R&D centers, deepens this partnership as XPENG accelerates its 'Physical AI + Globalization' strategy.
  1. 年7月8日,Autoliv与小鹏汽车集团在广州正式签署战略合作框架协议,双方将在技术协同、数字化、低碳可持续发展、新技术研发和全球支持等重点领域深化合作。
  2. Autoliv执行副总裁兼首席技术官Fabien Dumont表示,双方合作正从传统供应商关系升级为共同创新与联合开发的深度伙伴模式,Autoliv中国团队将以敏捷响应和工程韧性护航小鹏每一款新产品。
  3. 作为全球最大的汽车安全供应商,Autoliv占据全球被动安全市场约44%-45%的份额,业务遍及25个国家、拥有65个生产基地和13个研发中心,此次合作升级正值小鹏加速推进其“Physical AI+全球化”战略之际。
Industry Moves行业动向 ADAS & AD智能驾驶China Impact中国势力single source单源

XPeng Completes First Internal Robotaxi Ride in Guangzhou, Targeting 2026 Public Service小鹏CEO完成自动出租车首次试乘,计划2026年启动常规示范

  1. XPeng's CEO He Xiaopeng completed the first internal passenger ride on the company's robotaxi platform in Guangzhou, demonstrating full end-to-end autonomous service functionality just eight months after announcing the project at its 2025 AI Day.
  2. The test successfully connected the complete service chain from ride request through autonomous pickup and dropoff; XPEV stock rose 1.5% on the announcement.
  3. XPeng plans to complete trial operations and begin regular demonstration services in Guangzhou during 2026, positioning its Physical AI-powered robotaxi as a competitive response to global autonomous-driving development efforts.
  1. 小鹏CEO何小鹏完成了该公司广州自动驾驶出租车平台的首次内部试乘,在2025年AI日发布项目仅8个月后就实现了端到端自主服务功能的完整演示。
  2. 测试成功连接了从用户订车应用到自主接送的完整服务链条,XPEV股票因此上涨1.5%。
  3. 小鹏计划在2026年完成试运营并在广州启动常规示范服务,通过Physical AI技术推进其自动驾驶出租车作为全球自动驾驶竞争中的关键玩家。
Industry Moves行业动向 EV & Charging电动化与充电China Impact中国势力single source单源

Tesla Files Model Y Performance Variant in China特斯拉在华申报Model Y性能版,最高时速250km/h

  1. Tesla filed a new Model Y Performance variant in China through MIIT's regulatory process, with public disclosure from July 11-17 and production at its Shanghai facility.
  2. The variant reaches 250 km/h top speed with dual-motor AWD (176 kW front, 291 kW rear), LG Energy Solution ternary battery pack, performance suspension, and 21-inch wheels (255/35R21 and 275/35R21 tires).
  3. Model Y represents 73.04% of Tesla's June China deliveries; the Performance version will be priced above the current ¥339,000 Model Y L, strengthening Tesla's competitive position in China's premium EV segment.
  1. 特斯拉向中国工信部申报新款Model Y性能版本,公示期为7月11-17日,计划在上海工厂投产。
  2. 新车最高时速250 km/h,搭载双电机全轮驱动(前176 kW、后291 kW)、LG能源三元锂电池、性能调校悬架和21英寸轮圈(255/35R21和275/35R21轮胎)。
  3. Model Y占特斯拉6月中国交付量的73.04%;性能版定价预计超¥339,000,进一步巩固特斯拉在中国高端新能源车市场的竞争力。
Industry Moves行业动向 EV & Charging电动化与充电Supply Chain供应链single source单源

Tanzania's Richest Man Bets $275M on Graphite to Supply EV Battery Market坦桑尼亚首富押注2.75亿美元布局石墨,抢滩电动车电池市场

  1. Tanzania's richest businessman Mohammed Dewji's MeTL Group will invest about $275 million in graphite mining, with commercial production targeted within 18 months.
  2. The graphite output is aimed at supplying the growing EV battery market, alongside a parallel push into luxury tourism, as part of MeTL's plan to grow annual revenue to $10 billion by 2035.
  3. The bet reflects a broader wave of African investment aimed at capturing supply-chain value as automakers worldwide race to lock in critical battery minerals for electrification.
  1. 坦桑尼亚首富穆罕默德·德维吉(Mohammed Dewji)旗下MeTL集团将投资约2.75亿美元开发石墨矿,目标在18个月内实现商业化生产。
  2. 石墨产能将用于供应快速增长的电动车电池市场,同时该集团还在同步拓展奢华旅游业务,两者均为MeTL到2035年将年收入做到100亿美元战略的一部分。
  3. 这一押注体现了非洲投资力量正加速布局,力图在全球车企竞相锁定电池关键矿物、抢占供应链话语权的过程中分一杯羹。
Commercial Deployment商业化落地 ADAS & AD智能驾驶single source单源

Waymo's Ojai Robotaxi Debuts in California, but Rides Stay Free Pending CPUC ApprovalWaymo新款机器人出租车Ojai亮相加州,CPUC审批未过仍为免费乘坐

  1. Waymo's Ojai, the company's first vehicle purpose-built as a robotaxi, launched on California streets last month (June 2026), and each ride is currently free because Waymo still lacks California Public Utilities Commission (CPUC) approval to charge passengers.
  2. Waymo, an Alphabet subsidiary, filed with the CPUC in January 2026 to expand paid service, but the review has been delayed by unresolved questions such as how the vehicles respond in emergencies and how to prevent unaccompanied minors from riding; the CPUC has extended its review deadline to September 25, 2026, though it says a decision could come sooner.
  3. The episode shows how a single state regulator's safety sign-off — not vehicle readiness — currently gates when and where a robotaxi fleet can start generating fare revenue, a bottleneck any autonomous-vehicle operator scaling commercial service must clear.
  1. Waymo首款专为机器人出租车打造的车型Ojai上月(2026年6月)已在加州上路,但由于Waymo尚未获得加州公用事业委员会(CPUC)的收费批准,目前每趟乘车仍为免费。
  2. Alphabet子公司Waymo已于2026年1月向CPUC申请扩大付费运营,但审批因紧急情况应对方式、如何防止无人陪同未成年人乘车等未解决问题而被推迟;CPUC已将审批截止日期延长至2026年9月25日,不过表示可能提前完成。
  3. 此事表明,机器人出租车能否开始产生付费收入,目前取决于单一州级监管机构的安全审批,而非车辆本身的技术就绪度——这是任何自动驾驶企业扩大商业化运营都必须跨过的关卡。
Regulation & Standards政策与标准 ADAS & AD智能驾驶✓ 2 src

NHTSA Scrutinizes Robotaxi Safety as Autonomous Vehicles Block Emergency RespondersNHTSA审查自动驾驶出租车安全 自动驾驶车辆阻挡应急响应

  1. NHTSA is scrutinizing robotaxi safety after documenting instances of autonomous vehicles driving into active emergency scenes and blocking first responders.
  2. The regulatory body identified that AVs unable to safely interact with first responders pose a danger to public safety.
  3. NHTSA will conduct meetings with robotaxi developers this month to discuss solutions for autonomous vehicle emergency scene interaction.
  1. NHTSA对自动驾驶出租车安全进行审查,已记录多起自动驾驶车辆驶入活跃应急现场并阻挡应急响应人员的实例。
  2. NHTSA确认无法安全与应急人员互动的自动驾驶车辆对公众安全构成威胁。
  3. NHTSA将在本月与自动驾驶出租车开发商召开会议,讨论解决应急响应互动问题的方案。
Regulation & Standards政策与标准 ADAS & AD智能驾驶single source单源

Trump Administration Explores Rules to Allow Driverless Cars Without Steering Wheels特朗普政府探索允许无方向盘自动驾驶汽车的监管规则

  1. The Trump administration is exploring ways to modernize regulatory rules for driverless cars.
  2. The specific focus is on allowing autonomous vehicles to operate without steering wheel equipment.
  3. This regulatory modernization could facilitate deployment of Level 4+ autonomous vehicles and robotaxi services.
  1. 特朗普政府正在探索现代化自动驾驶汽车的监管规则。
  2. 具体焦点是允许自动驾驶汽车在没有方向盘的情况下运行。
  3. 这项监管现代化可能会促进第4级+自动驾驶汽车和无人出租车服务的部署。
Regulation & Standards政策与标准 ADAS & AD智能驾驶single source单源

New Jersey Bill Would Require Robotaxis to Add Two More Sensor Types Beyond Cameras, Challenging Tesla's Vision-Only Approach新泽西州法案拟要求Robotaxi在摄像头之外加装两类传感器,直接冲击特斯拉纯视觉路线

  1. New Jersey has proposed a bill to launch a three-year pilot program for testing and deploying fully autonomous vehicles statewide, with a vote expected later this year; it would require such vehicles to be equipped with cameras plus two additional types of sensors, a mandate that conflicts with Tesla's camera-only autonomy hardware strategy.
  2. Before companies can remove human safety monitors, the bill requires at least 50,000 miles of supervised testing on New Jersey roads without a major incident, plus mandatory reporting of certain crashes and state approval before any commercial robotaxi service can launch.
  3. Because Tesla CEO Elon Musk has insisted on a camera-only sensor suite for the company's robotaxi ambitions, this multi-sensor mandate could effectively keep Tesla's robotaxis out of New Jersey unless it changes its hardware approach, highlighting a widening gap between Tesla's vision-only bet and regulators' growing preference for multi-sensor redundancy in autonomous driving.
  1. 新泽西州提议设立为期三年的试点项目,用于在全州测试和部署完全自动驾驶车辆,该法案预计将在今年晚些时候进行表决;法案要求相关车辆在摄像头之外必须加装两类额外传感器,这一规定与特斯拉纯摄像头的自动驾驶硬件路线相冲突。
  2. 在移除车内安全监督员之前,企业须在新泽西州道路上完成至少5万英里、无重大事故的监督测试,并须在获得州政府批准后才能上线商业化Robotaxi服务,期间还需报告特定事故。
  3. 由于特斯拉CEO马斯克坚持在Robotaxi上采用纯摄像头传感方案,新泽西州的多传感器强制要求可能实质上将特斯拉Robotaxi挡在州外,除非其改变硬件路线,这凸显出特斯拉的纯视觉赌注与监管方日益倾向多传感器冗余方案之间的分歧正在扩大。
Regulation & Standards政策与标准 ADAS & AD智能驾驶single source单源

NHTSA Warns Robotaxi Companies Not to Obstruct First Responders, Sets End-of-Month DeadlineNHTSA警告无人出租车公司不得阻挡应急人员,要求本月底前整改

  1. NHTSA has issued a warning to robotaxi companies requiring them to ensure their vehicles do not obstruct first responders, with compliance changes mandated by the end of this month.
  2. The warning lands as Waymo, owned by Alphabet, prepares to expand its robotaxi service to San Diego, Las Vegas, Tampa, and Denver in the coming weeks.
  3. Waymo has recently faced a voluntary recall of nearly 3,900 robotaxis after software issues caused vehicles to enter freeway construction zones, according to a CNBC report.
  1. NHTSA向无人出租车公司发布警告,要求确保车辆不阻挡应急响应人员,并需在本月底前完成整改。
  2. 该警告发布之际,Alphabet旗下Waymo正准备在未来数周内将无人出租车服务扩展至圣地亚哥、拉斯维加斯、坦帕和丹佛。
  3. 据CNBC报道,Waymo近期因软件缺陷导致车辆驶入高速公路施工区,已自愿召回近3900辆无人出租车。