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BGXL
BGXL
·
01-16 06:33
卖老不思进取型。
“车圈斗士”魏建军,又和小米、特斯拉们唱反调了?
在汽车圈,长城CEO魏建军,有一个“车圈斗士”的称号。而近日,他又对小米、特斯拉等车企开炮了,目标就是那个“一体化大压铸”。魏建军称,一体化压铸车身维修性差,成本高,让汽车的维修费用和保险费用双双飙升,所以长城不用这个技术,他还表示,全球老牌车企也不用这个技术。目前全面使用这个一体化压铸技术的,主要就是特斯拉、小米、小鹏等新势力车企,所以魏建军这个话,就是对准特斯拉、小米的。
“车圈斗士”魏建军,又和小米、特斯拉们唱反调了?
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BGXL
BGXL
·
01-14
,
小鹏智驾负责人刘先明:我肯定不用裸奔了,小鹏你就等着建食堂吧
21世纪经济报道记者何煦阳报道小鹏智驾负责人刘先明:我可以非常确定你肯定输了,准备好建食堂吧。现在网上有很多梗,说我们第二代VLA叫做“先明裸奔版”。我可以放心地告诉大家,你们可能要失望了,你们应该看不到这一幕发生。我们现在测试进程和研发进程都比较顺利,车主今年第一季度会有一个稳定版本可以使用,并且可以持续提升,争取8月,让车主们看到超过我和大师兄打赌的版本。
小鹏智驾负责人刘先明:我肯定不用裸奔了,小鹏你就等着建食堂吧
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BGXL
BGXL
·
01-08
但按照英伟达的劣迹,基本上用了这模型的车企,基本上是给其做嫁衣,偷车企数据给其完善模型,然后它又拿这新模型不断营销拉新猪入伙,最后让众车企一场空,竞争力也给平权掉了。
汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”
目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。智驾功能有望持续从中高端车型下沉。
汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”
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BGXL
BGXL
·
01-08
只要不锁定芯片和模型关联,多个开源就是好事情,毕竟模型能自由选,芯片能自由选,有助于行业快速迭代。
汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”
目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。智驾功能有望持续从中高端车型下沉。
汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”
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BGXL
BGXL
·
01-06
$小鹏汽车-W(09868)$
2026两点看法,之后就不提了…… 1 总部设唯一客服和投诉中心,所有门店售后客服取消,约束过程,直面结果,客户满意为唯一导向,这一点可学学马云;可做个程序,分类管理,全流程记录及监管; 2 养老型公关部可休亦,公关部设在客服旁边,紧听市场脉动,协同处理微小,发力重难点,堵住可能的任何的遗患,多关注百度资讯搜索及其它舆情端,在火点出现时,第一时间应对,面对对手,敢用灰色的方式平定事态,手段不重要,解决和传导风险隔离才是重点,公关部是什么?战斗部!!! 从局外人角度看,一句话:舆情处理不到位,事倍功半。
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BGXL
BGXL
·
01-05
小鹏公关部真的很糟糕,纯粹一帮秀才。每次热头上,就一堆人为负面大肆铺来,这么明显的针对攻击,就没一点反抗和攻击能力,以实力硬抗最后吃亏的还是销量
盈利大考冲刺关头,千亿小鹏被指“虚假宣传”
小鹏汽车被指“虚假宣传”2025年末,《经济参考报》发布一篇题为《小鹏汽车部分车型被指涉嫌“销售欺诈”》的报道,引发外界广泛关注。率先引入激光雷达后,转身拥抱纯视觉路线此番小鹏汽车被指虚假宣传的背后,或与气其智驾技术路线的转变密切相关。前三季度业绩大涨,四季度交付不及指引天眼查显示,小鹏汽车于2020年、2021年先后登陆美股、港股两地资本市场。
盈利大考冲刺关头,千亿小鹏被指“虚假宣传”
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BGXL
BGXL
·
01-05
p7背锅
小鹏副总裁陈永海离职,王凤英暂代产品部
凤凰网科技讯 1月4日,据《云见 Inisight》获悉,小鹏产品中心副总裁陈永海于 2025年12月离职,其职务暂由总裁王凤英接替。据了解,陈永海于2010年加入UC,担任产品主管,负责UC桌面等多款产品的规划与设计。2022年1月,陈永海加入小鹏汽车。2022年7月卸任长城汽车总经理职务后,继续参与战略管理工作。2023年1月30日起担任小鹏汽车总裁,负责产品规划及销售业务。数据显示,2025年全年小鹏汽车累计交付新车429,445台,同比增长126%。
小鹏副总裁陈永海离职,王凤英暂代产品部
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BGXL
BGXL
·
01-02
👍🏻
小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年
小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年。作为实现L4的关键一步,我们的第二代VLA也将于本季度正式推送。
小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年
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BGXL
BGXL
·
2025-12-29
这新闻没话说,最关键的一条没写
全球首个电动汽车电耗限值强制性标准明年1月实施 企业必须对新出厂产品进行必要技术升级
日前,《每日经济新闻》记者从国家市场监督管理总局网站获悉,《电动汽车能量消耗量限值 第1部分:乘用车》国家标准将自2026年1月1日起实施,该标准是全球首个电动汽车电耗限值强制性标准。国家市场监督管理总局方面表示,新标准实施后,企业必须对新出厂的产品进行必要的技术升级。
全球首个电动汽车电耗限值强制性标准明年1月实施 企业必须对新出厂产品进行必要技术升级
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BGXL
BGXL
·
2025-12-09
理想,如梦幻泡影,随风而去……
理想汽车:将在三年内推出首款为L4级自动驾驶定义的汽车
将是汽车行业真正的“iPhone 4时刻”。
理想汽车:将在三年内推出首款为L4级自动驾驶定义的汽车
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15:13","market":"hk","language":"zh","title":"“车圈斗士”魏建军,又和小米、特斯拉们唱反调了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2603718246","media":"Ofweek维科网","summary":"在汽车圈,长城CEO魏建军,有一个“车圈斗士”的称号。而近日,他又对小米、特斯拉等车企开炮了,目标就是那个“一体化大压铸”。魏建军称,一体化压铸车身维修性差,成本高,让汽车的维修费用和保险费用双双飙升,所以长城不用这个技术,他还表示,全球老牌车企也不用这个技术。目前全面使用这个一体化压铸技术的,主要就是特斯拉、小米、小鹏等新势力车企,所以魏建军这个话,就是对准特斯拉、小米的。","content":"<html><body><article><p>在汽车圈,<a href=\"https://laohu8.com/S/002071\">长城</a>CEO魏建军,有一个“车圈斗士”的称号。</p><p>为何这么说,作为一个60来岁的创业者,且功成名就,<a href=\"https://laohu8.com/S/601633\">长城汽车</a>也是名扬全球,那么他应该是闷声发财,爱惜羽毛的。</p><p>但是魏建军却不甘于身居幕后,一直在前线,并且是开直播、做网红、玩抖音、开微博,这几年频频爆出犀利言论,怼这个,说那个,将自己置身至舆论的风口浪尖,并且经常怼友商,所以大家就给了他一个“车圈斗士”的称号。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202601/15113037842755.jpg\"/><p>而近日,他又对<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等车企开炮了,目标就是那个“一体化大压铸”。</p><p>关于“一体化大压铸”,大家应该知道雷军给王传福介绍的时候说过一句大家觉得搞笑的话,说<a href=\"https://laohu8.com/S/01810\">小米</a>干了两套大压铸,有些网认为雷军这是班门弄斧。</p><p>但事实上,当时<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>还真没有大压铸,所以雷军当时,真可以骄傲的这么说。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202601/15113039157550.png\"/><p>魏建军称,一体化压铸车身维修性差,成本高,让汽车的维修费用和保险费用双双飙升,所以<a href=\"https://laohu8.com/S/603897\">长城</a>不用这个技术,他还表示,全球老牌车企也不用这个技术。</p><p>目前全面使用这个一体化压铸技术的,主要就是特斯拉、<a href=\"https://laohu8.com/S/81810\">小米</a>、小鹏等新势力车企,所以魏建军这个话,就是对准特斯拉、小米的。</p><p>说真的,一体化压铸有优点,也有缺点。</p><p>优点就是能够极大的降低成本,特斯拉是有准确数字的,称使用这个压铸技术,成本可以降40%,因为零件少了,模具少了,工艺步骤也少了很多,原来要很多个零件再焊接在一起,现在是直接一体成型嘛。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202601/15113041383207.jpg\"/><p>二是制造效率提升了,原来几十个零件制造出来,再焊接在一起,工艺复杂很多,现在直接一个大压铸,将几十个上百个零件,变成了一个,自然效率提升了。</p><p>那缺点是什么呢,那就是这个大压铸成本非常高,相比于原来的传统制造车工艺,一条生产线,可能贵好几亿元成本。</p><p>另外就是魏建军说的,大压铸造的车,可能维修费高,因为有时候一换,就不是一个零件,是一个超大件变形,都要换掉。</p><p>所以从这些缺点、优点来看,使用一体化压铸的大多是新势力,原因就是新势力没有老的生产线,没有历史包袱,一开始新建就大投入,然后提高生产效率,至于后期维修成本高,这个新势力也不是太在乎的,新势力的车本来就不便宜,维修贵一点也正常嘛。</p><p>而老车企本来就建好了传统生产线,再换成一体化压铸,成本就太高了,何况老车企很多造的是传统油车,价格本就便宜,如果还维修费高,那就不好卖车了。</p><p>这也是为何传统车企,大多不用这个技术,而新势力大多在使用这个大压铸的原因。</p><p>所以魏建军的这次开炮,也是见仁见智,车企们觉得合适的就用,不合适的就不用,没人逼着用,同样的道理,消费者觉得一体化压铸的车可以买就买,不行就不买,讲究一个自由。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“车圈斗士”魏建军,又和小米、特斯拉们唱反调了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 15:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115151353a71d64e7&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在汽车圈,长城CEO魏建军,有一个“车圈斗士”的称号。为何这么说,作为一个60来岁的创业者,且功成名就,长城汽车也是名扬全球,那么他应该是闷声发财,爱惜羽毛的。但是魏建军却不甘于身居幕后,一直在前线,并且是开直播、做网红、玩抖音、开微博,这几年频频爆出犀利言论,怼这个,说那个,将自己置身至舆论的风口浪尖,并且经常怼友商,所以大家就给了他一个“车圈斗士”的称号。而近日,他又对小米、特斯拉等车企开炮了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115151353a71d64e7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","82333":"长城汽车-R","601633":"长城汽车","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" 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A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115151353a71d64e7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603718246","content_text":"在汽车圈,长城CEO魏建军,有一个“车圈斗士”的称号。为何这么说,作为一个60来岁的创业者,且功成名就,长城汽车也是名扬全球,那么他应该是闷声发财,爱惜羽毛的。但是魏建军却不甘于身居幕后,一直在前线,并且是开直播、做网红、玩抖音、开微博,这几年频频爆出犀利言论,怼这个,说那个,将自己置身至舆论的风口浪尖,并且经常怼友商,所以大家就给了他一个“车圈斗士”的称号。而近日,他又对小米、特斯拉等车企开炮了,目标就是那个“一体化大压铸”。关于“一体化大压铸”,大家应该知道雷军给王传福介绍的时候说过一句大家觉得搞笑的话,说小米干了两套大压铸,有些网认为雷军这是班门弄斧。但事实上,当时比亚迪还真没有大压铸,所以雷军当时,真可以骄傲的这么说。魏建军称,一体化压铸车身维修性差,成本高,让汽车的维修费用和保险费用双双飙升,所以长城不用这个技术,他还表示,全球老牌车企也不用这个技术。目前全面使用这个一体化压铸技术的,主要就是特斯拉、小米、小鹏等新势力车企,所以魏建军这个话,就是对准特斯拉、小米的。说真的,一体化压铸有优点,也有缺点。优点就是能够极大的降低成本,特斯拉是有准确数字的,称使用这个压铸技术,成本可以降40%,因为零件少了,模具少了,工艺步骤也少了很多,原来要很多个零件再焊接在一起,现在是直接一体成型嘛。二是制造效率提升了,原来几十个零件制造出来,再焊接在一起,工艺复杂很多,现在直接一个大压铸,将几十个上百个零件,变成了一个,自然效率提升了。那缺点是什么呢,那就是这个大压铸成本非常高,相比于原来的传统制造车工艺,一条生产线,可能贵好几亿元成本。另外就是魏建军说的,大压铸造的车,可能维修费高,因为有时候一换,就不是一个零件,是一个超大件变形,都要换掉。所以从这些缺点、优点来看,使用一体化压铸的大多是新势力,原因就是新势力没有老的生产线,没有历史包袱,一开始新建就大投入,然后提高生产效率,至于后期维修成本高,这个新势力也不是太在乎的,新势力的车本来就不便宜,维修贵一点也正常嘛。而老车企本来就建好了传统生产线,再换成一体化压铸,成本就太高了,何况老车企很多造的是传统油车,价格本就便宜,如果还维修费高,那就不好卖车了。这也是为何传统车企,大多不用这个技术,而新势力大多在使用这个大压铸的原因。所以魏建军的这次开炮,也是见仁见智,车企们觉得合适的就用,不合适的就不用,没人逼着用,同样的道理,消费者觉得一体化压铸的车可以买就买,不行就不买,讲究一个自由。","news_type":1,"symbols_score_info":{"81810":0.6,"82333":0.6,"601633":1.91,"01810":0.9,"MIUmain":0.6,"GWLLY":1.91,"XIACY":0.6,"XPEV":0.9,"TSLA":0.9,"02333":1.91,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521729101692992,"gmtCreate":1768364671080,"gmtModify":1768364673252,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":",","listText":",","text":",","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521729101692992","repostId":"2603683282","repostType":2,"repost":{"id":"2603683282","kind":"news","pubTimestamp":1768302497,"share":"https://www.laohu8.com/m/news/2603683282?lang=zh_CN&edition=full","pubTime":"2026-01-13 19:08","market":"hk","language":"zh","title":"小鹏智驾负责人刘先明:我肯定不用裸奔了,小鹏你就等着建食堂吧","url":"https://stock-news.laohu8.com/highlight/detail?id=2603683282","media":"21世纪经济报道","summary":"21世纪经济报道记者何煦阳报道小鹏智驾负责人刘先明:我可以非常确定你肯定输了,准备好建食堂吧。现在网上有很多梗,说我们第二代VLA叫做“先明裸奔版”。我可以放心地告诉大家,你们可能要失望了,你们应该看不到这一幕发生。我们现在测试进程和研发进程都比较顺利,车主今年第一季度会有一个稳定版本可以使用,并且可以持续提升,争取8月,让车主们看到超过我和大师兄打赌的版本。","content":"<div>\n<p>21世纪经济报道记者何煦阳报道 小鹏智驾负责人刘先明:我可以非常确定你肯定输了,准备好建食堂吧。现在网上有很多梗,说我们第二代VLA叫做“先明裸奔版”。我可以放心地告诉大家,你们可能要失望了,你们应该看不到这一幕发生。 我们现在测试进程和研发进程都比较顺利,车主今年第一季度会有一个稳定版本可以使用,并且可以持续提升,争取8月,让车主们看到超过我和大师兄打赌的版本。(文章来源:21世纪经济报道)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601133617577695.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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我们现在测试进程和研发进程都比较顺利,车主今年第一季度会有一个稳定版本可以使用,并且可以持续提升,争取8月,让车主们看到超过我和大师兄打赌的版本。(文章来源:21世纪经济报道)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601133617577695.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1610":"ETF&股票定投概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","09868":"小鹏汽车-W","BK1588":"回港中概股","XPEV":"小鹏汽车","BK4555":"新能源车","BK4099":"汽车制造商","BK1119":"汽车制造商","BK1575":"同股不同权","BK1539":"汽车股","BK4526":"热门中概股"},"source_url":"http://finance.eastmoney.com/a/202601133617577695.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603683282","content_text":"21世纪经济报道记者何煦阳报道 小鹏智驾负责人刘先明:我可以非常确定你肯定输了,准备好建食堂吧。现在网上有很多梗,说我们第二代VLA叫做“先明裸奔版”。我可以放心地告诉大家,你们可能要失望了,你们应该看不到这一幕发生。 我们现在测试进程和研发进程都比较顺利,车主今年第一季度会有一个稳定版本可以使用,并且可以持续提升,争取8月,让车主们看到超过我和大师兄打赌的版本。(文章来源:21世纪经济报道)","news_type":1,"symbols_score_info":{"09868":1.86,"XPEV":1.86,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":19,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519388848652856,"gmtCreate":1767833122206,"gmtModify":1767833124684,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"但按照英伟达的劣迹,基本上用了这模型的车企,基本上是给其做嫁衣,偷车企数据给其完善模型,然后它又拿这新模型不断营销拉新猪入伙,最后让众车企一场空,竞争力也给平权掉了。","listText":"但按照英伟达的劣迹,基本上用了这模型的车企,基本上是给其做嫁衣,偷车企数据给其完善模型,然后它又拿这新模型不断营销拉新猪入伙,最后让众车企一场空,竞争力也给平权掉了。","text":"但按照英伟达的劣迹,基本上用了这模型的车企,基本上是给其做嫁衣,偷车企数据给其完善模型,然后它又拿这新模型不断营销拉新猪入伙,最后让众车企一场空,竞争力也给平权掉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519388848652856","repostId":"2601668871","repostType":2,"repost":{"id":"2601668871","kind":"news","pubTimestamp":1767780397,"share":"https://www.laohu8.com/m/news/2601668871?lang=zh_CN&edition=full","pubTime":"2026-01-07 18:06","market":"us","language":"zh","title":"汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”","url":"https://stock-news.laohu8.com/highlight/detail?id=2601668871","media":"开源证券","summary":"目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。智驾功能有望持续从中高端车型下沉。","content":"<html><body><article><p>(以下内容从开源证券《汽车行业点评报告:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)</p><p>英伟达发布推理智驾模型Alpamayo及全套工具链并开源</p><p>在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可解析驾驶决策和背后逻辑;开发者可以将其裁剪后部署在车端,也可以作为基础架构构建推理的评估器以及进行自动标注等;同时会上英伟达也发布了配套仿真工具AlpaSim和1700小时的物理AI开放数据集,支持智驾训练、仿真、闭环测试等,构建全栈智驾解决方案,工具均在GitHub及HuggingFace等平台开放使用。目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>等将利用Alpamayo推动L4落地。</p><p>城区智驾迈向“平权”,Robotaxi加速全球落地</p><p>英伟达推出智驾算法并开源有望加速智驾产业成熟落地。(1)英伟达将复杂的VLA进行训练并落地,同时开放各类工具和数据集,有望降低行业开发智驾算法门槛。有望进一步加速L2++智驾功能及L4的Robotaxi在全球范围普及;(2)黄仁勋表示物理AI的ChatGPT时刻已然到来,自动驾驶是最早受益的领域之一。一直以来英伟达通过构建强大的软件生态形成壁垒,在完善物理世界AI布局过程中,将无形中持续加速智驾产业落地,同时也为机器人的落地进行探索。在产业各方的协同下,智驾有望在数年内实现普及。</p><p>智驾产业如火如荼,2026年有望持续迎来机遇</p><p>2026年城区智驾功能将在供需两方推动下持续加速渗透。需求端安全、好用智驾功能已经深入人心,成为消费者选择车辆的必备因素。智驾功能有望持续从中高端车型下沉。供给端性能优异,成本低廉的解决方案不断推出,有望持续助力功能普及。Robotaxi持续落地,RoboX蓄势待发。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>/<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等均将逐渐完善L2++智驾技术路线并基于此推出Robotaxi解决方案,矿山、无人物流等多场景自动驾驶也有望持续落地。智驾大脑和机器人高度协同,在算法架构、数据闭环、软件开发、人才和组织上均呈现高度协同。智驾算法及整车玩家亦有望在机器人领域崭露头角。</p><p>关注智驾产业链标的机会</p><p>智驾板块感知、决策、执行以及运营环节均有望充分受益。建议关注:<a href=\"https://laohu8.com/S/002920\">德赛西威</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/688326\">经纬恒润</a>、<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>-w、<a href=\"https://laohu8.com/S/300496\">中科创达</a>、<a href=\"https://laohu8.com/S/300627\">华测导航</a>等;</p><p>受益标的:<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>、<a href=\"https://laohu8.com/S/002284\">亚太股份</a>、<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、地平线机器人-w、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、禾赛-w、<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>、<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、华依科技、四维图新、文远知行、小马智行、如祺出行、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>、希迪智驾、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</p><p>风险提示:市场需求不及预期,技术进展不及预期,市场竞争激烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107180655613v206yvup10nxxjf\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 18:06 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b><strong>开源证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(以下内容从开源证券《汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601668871","content_text":"(以下内容从开源证券《汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可解析驾驶决策和背后逻辑;开发者可以将其裁剪后部署在车端,也可以作为基础架构构建推理的评估器以及进行自动标注等;同时会上英伟达也发布了配套仿真工具AlpaSim和1700小时的物理AI开放数据集,支持智驾训练、仿真、闭环测试等,构建全栈智驾解决方案,工具均在GitHub及HuggingFace等平台开放使用。目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。(1)英伟达将复杂的VLA进行训练并落地,同时开放各类工具和数据集,有望降低行业开发智驾算法门槛。有望进一步加速L2++智驾功能及L4的Robotaxi在全球范围普及;(2)黄仁勋表示物理AI的ChatGPT时刻已然到来,自动驾驶是最早受益的领域之一。一直以来英伟达通过构建强大的软件生态形成壁垒,在完善物理世界AI布局过程中,将无形中持续加速智驾产业落地,同时也为机器人的落地进行探索。在产业各方的协同下,智驾有望在数年内实现普及。智驾产业如火如荼,2026年有望持续迎来机遇2026年城区智驾功能将在供需两方推动下持续加速渗透。需求端安全、好用智驾功能已经深入人心,成为消费者选择车辆的必备因素。智驾功能有望持续从中高端车型下沉。供给端性能优异,成本低廉的解决方案不断推出,有望持续助力功能普及。Robotaxi持续落地,RoboX蓄势待发。特斯拉/小鹏汽车等均将逐渐完善L2++智驾技术路线并基于此推出Robotaxi解决方案,矿山、无人物流等多场景自动驾驶也有望持续落地。智驾大脑和机器人高度协同,在算法架构、数据闭环、软件开发、人才和组织上均呈现高度协同。智驾算法及整车玩家亦有望在机器人领域崭露头角。关注智驾产业链标的机会智驾板块感知、决策、执行以及运营环节均有望充分受益。建议关注:德赛西威、华阳集团、经纬恒润、小鹏汽车-w、中科创达、华测导航等;受益标的:科博达、伯特利、亚太股份、浙江世宝、耐世特、地平线机器人-w、黑芝麻智能、禾赛-w、速腾聚创、豪恩汽电、华依科技、四维图新、文远知行、小马智行、如祺出行、曹操出行、希迪智驾、理想汽车等。风险提示:市场需求不及预期,技术进展不及预期,市场竞争激烈。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVDA":1.95,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"09868":0.9,"NVD2.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519609868521880,"gmtCreate":1767832753684,"gmtModify":1767832756051,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"只要不锁定芯片和模型关联,多个开源就是好事情,毕竟模型能自由选,芯片能自由选,有助于行业快速迭代。","listText":"只要不锁定芯片和模型关联,多个开源就是好事情,毕竟模型能自由选,芯片能自由选,有助于行业快速迭代。","text":"只要不锁定芯片和模型关联,多个开源就是好事情,毕竟模型能自由选,芯片能自由选,有助于行业快速迭代。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519609868521880","repostId":"2601668871","repostType":2,"repost":{"id":"2601668871","kind":"news","pubTimestamp":1767780397,"share":"https://www.laohu8.com/m/news/2601668871?lang=zh_CN&edition=full","pubTime":"2026-01-07 18:06","market":"us","language":"zh","title":"汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”","url":"https://stock-news.laohu8.com/highlight/detail?id=2601668871","media":"开源证券","summary":"目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。智驾功能有望持续从中高端车型下沉。","content":"<html><body><article><p>(以下内容从开源证券《汽车行业点评报告:<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)</p><p>英伟达发布推理智驾模型Alpamayo及全套工具链并开源</p><p>在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可解析驾驶决策和背后逻辑;开发者可以将其裁剪后部署在车端,也可以作为基础架构构建推理的评估器以及进行自动标注等;同时会上英伟达也发布了配套仿真工具AlpaSim和1700小时的物理AI开放数据集,支持智驾训练、仿真、闭环测试等,构建全栈智驾解决方案,工具均在GitHub及HuggingFace等平台开放使用。目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、<a href=\"https://laohu8.com/S/LCID\">Lucid</a>等将利用Alpamayo推动L4落地。</p><p>城区智驾迈向“平权”,Robotaxi加速全球落地</p><p>英伟达推出智驾算法并开源有望加速智驾产业成熟落地。(1)英伟达将复杂的VLA进行训练并落地,同时开放各类工具和数据集,有望降低行业开发智驾算法门槛。有望进一步加速L2++智驾功能及L4的Robotaxi在全球范围普及;(2)黄仁勋表示物理AI的ChatGPT时刻已然到来,自动驾驶是最早受益的领域之一。一直以来英伟达通过构建强大的软件生态形成壁垒,在完善物理世界AI布局过程中,将无形中持续加速智驾产业落地,同时也为机器人的落地进行探索。在产业各方的协同下,智驾有望在数年内实现普及。</p><p>智驾产业如火如荼,2026年有望持续迎来机遇</p><p>2026年城区智驾功能将在供需两方推动下持续加速渗透。需求端安全、好用智驾功能已经深入人心,成为消费者选择车辆的必备因素。智驾功能有望持续从中高端车型下沉。供给端性能优异,成本低廉的解决方案不断推出,有望持续助力功能普及。Robotaxi持续落地,RoboX蓄势待发。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>/<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>等均将逐渐完善L2++智驾技术路线并基于此推出Robotaxi解决方案,矿山、无人物流等多场景自动驾驶也有望持续落地。智驾大脑和机器人高度协同,在算法架构、数据闭环、软件开发、人才和组织上均呈现高度协同。智驾算法及整车玩家亦有望在机器人领域崭露头角。</p><p>关注智驾产业链标的机会</p><p>智驾板块感知、决策、执行以及运营环节均有望充分受益。建议关注:<a href=\"https://laohu8.com/S/002920\">德赛西威</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/688326\">经纬恒润</a>、<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>-w、<a href=\"https://laohu8.com/S/300496\">中科创达</a>、<a href=\"https://laohu8.com/S/300627\">华测导航</a>等;</p><p>受益标的:<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>、<a href=\"https://laohu8.com/S/002284\">亚太股份</a>、<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>、<a href=\"https://laohu8.com/S/01316\">耐世特</a>、地平线机器人-w、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、禾赛-w、<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>、<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、华依科技、四维图新、文远知行、小马智行、如祺出行、<a href=\"https://laohu8.com/S/02643\">曹操出行</a>、希迪智驾、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>等。</p><p>风险提示:市场需求不及预期,技术进展不及预期,市场竞争激烈。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260107180655613v206yvup10nxxjf\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b><strong>开源证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(以下内容从开源证券《汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999001424.SGD":"United E-Commerce Fund 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107180707a6fe41ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601668871","content_text":"(以下内容从开源证券《汽车行业点评报告:英伟达发布推理智驾模型Alpamayo,智驾功能有望加速“平权”》研报附件原文摘录)英伟达发布推理智驾模型Alpamayo及全套工具链并开源在CES2026上,英伟达在CES2026上推出Alpamayo1并开源,算法为具备100亿参数的端到端VLA(视觉-语言-动作)模型,一方面其具备推理能力,可分步骤思考处理新颖或罕见场景;另一方面其具备一定可解释性,可解析驾驶决策和背后逻辑;开发者可以将其裁剪后部署在车端,也可以作为基础架构构建推理的评估器以及进行自动标注等;同时会上英伟达也发布了配套仿真工具AlpaSim和1700小时的物理AI开放数据集,支持智驾训练、仿真、闭环测试等,构建全栈智驾解决方案,工具均在GitHub及HuggingFace等平台开放使用。目前搭载英伟达智驾方案车型将于2026年一季度在美国上路,二季度有望进军欧洲,下半年在亚洲上路;目前捷豹路虎、Uber、Lucid等将利用Alpamayo推动L4落地。城区智驾迈向“平权”,Robotaxi加速全球落地英伟达推出智驾算法并开源有望加速智驾产业成熟落地。(1)英伟达将复杂的VLA进行训练并落地,同时开放各类工具和数据集,有望降低行业开发智驾算法门槛。有望进一步加速L2++智驾功能及L4的Robotaxi在全球范围普及;(2)黄仁勋表示物理AI的ChatGPT时刻已然到来,自动驾驶是最早受益的领域之一。一直以来英伟达通过构建强大的软件生态形成壁垒,在完善物理世界AI布局过程中,将无形中持续加速智驾产业落地,同时也为机器人的落地进行探索。在产业各方的协同下,智驾有望在数年内实现普及。智驾产业如火如荼,2026年有望持续迎来机遇2026年城区智驾功能将在供需两方推动下持续加速渗透。需求端安全、好用智驾功能已经深入人心,成为消费者选择车辆的必备因素。智驾功能有望持续从中高端车型下沉。供给端性能优异,成本低廉的解决方案不断推出,有望持续助力功能普及。Robotaxi持续落地,RoboX蓄势待发。特斯拉/小鹏汽车等均将逐渐完善L2++智驾技术路线并基于此推出Robotaxi解决方案,矿山、无人物流等多场景自动驾驶也有望持续落地。智驾大脑和机器人高度协同,在算法架构、数据闭环、软件开发、人才和组织上均呈现高度协同。智驾算法及整车玩家亦有望在机器人领域崭露头角。关注智驾产业链标的机会智驾板块感知、决策、执行以及运营环节均有望充分受益。建议关注:德赛西威、华阳集团、经纬恒润、小鹏汽车-w、中科创达、华测导航等;受益标的:科博达、伯特利、亚太股份、浙江世宝、耐世特、地平线机器人-w、黑芝麻智能、禾赛-w、速腾聚创、豪恩汽电、华依科技、四维图新、文远知行、小马智行、如祺出行、曹操出行、希迪智驾、理想汽车等。风险提示:市场需求不及预期,技术进展不及预期,市场竞争激烈。","news_type":1,"symbols_score_info":{"NVDS.UK":0.6,"NVDA":1.95,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDY":0.6,"NVDU":0.6,"NVD":0.6,"NVIW.SI":0.6,"3NVD.UK":0.6,"NVD3.UK":0.6,"09868":0.9,"NVD2.UK":0.6,"NVDX":0.6,"NVDD":0.6,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518894109827472,"gmtCreate":1767657464865,"gmtModify":1767657468389,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 2026两点看法,之后就不提了…… 1 总部设唯一客服和投诉中心,所有门店售后客服取消,约束过程,直面结果,客户满意为唯一导向,这一点可学学马云;可做个程序,分类管理,全流程记录及监管; 2 养老型公关部可休亦,公关部设在客服旁边,紧听市场脉动,协同处理微小,发力重难点,堵住可能的任何的遗患,多关注百度资讯搜索及其它舆情端,在火点出现时,第一时间应对,面对对手,敢用灰色的方式平定事态,手段不重要,解决和传导风险隔离才是重点,公关部是什么?战斗部!!! 从局外人角度看,一句话:舆情处理不到位,事倍功半。","listText":"<a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a> 2026两点看法,之后就不提了…… 1 总部设唯一客服和投诉中心,所有门店售后客服取消,约束过程,直面结果,客户满意为唯一导向,这一点可学学马云;可做个程序,分类管理,全流程记录及监管; 2 养老型公关部可休亦,公关部设在客服旁边,紧听市场脉动,协同处理微小,发力重难点,堵住可能的任何的遗患,多关注百度资讯搜索及其它舆情端,在火点出现时,第一时间应对,面对对手,敢用灰色的方式平定事态,手段不重要,解决和传导风险隔离才是重点,公关部是什么?战斗部!!! 从局外人角度看,一句话:舆情处理不到位,事倍功半。","text":"$小鹏汽车-W(09868)$ 2026两点看法,之后就不提了…… 1 总部设唯一客服和投诉中心,所有门店售后客服取消,约束过程,直面结果,客户满意为唯一导向,这一点可学学马云;可做个程序,分类管理,全流程记录及监管; 2 养老型公关部可休亦,公关部设在客服旁边,紧听市场脉动,协同处理微小,发力重难点,堵住可能的任何的遗患,多关注百度资讯搜索及其它舆情端,在火点出现时,第一时间应对,面对对手,敢用灰色的方式平定事态,手段不重要,解决和传导风险隔离才是重点,公关部是什么?战斗部!!! 从局外人角度看,一句话:舆情处理不到位,事倍功半。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518894109827472","isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518552404275848,"gmtCreate":1767574937009,"gmtModify":1767574940039,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"小鹏公关部真的很糟糕,纯粹一帮秀才。每次热头上,就一堆人为负面大肆铺来,这么明显的针对攻击,就没一点反抗和攻击能力,以实力硬抗最后吃亏的还是销量","listText":"小鹏公关部真的很糟糕,纯粹一帮秀才。每次热头上,就一堆人为负面大肆铺来,这么明显的针对攻击,就没一点反抗和攻击能力,以实力硬抗最后吃亏的还是销量","text":"小鹏公关部真的很糟糕,纯粹一帮秀才。每次热头上,就一堆人为负面大肆铺来,这么明显的针对攻击,就没一点反抗和攻击能力,以实力硬抗最后吃亏的还是销量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518552404275848","repostId":"2601783180","repostType":2,"repost":{"id":"2601783180","kind":"news","pubTimestamp":1767571210,"share":"https://www.laohu8.com/m/news/2601783180?lang=zh_CN&edition=full","pubTime":"2026-01-05 08:00","market":"us","language":"zh","title":"盈利大考冲刺关头,千亿小鹏被指“虚假宣传”","url":"https://stock-news.laohu8.com/highlight/detail?id=2601783180","media":"雷达财经","summary":"小鹏汽车被指“虚假宣传”2025年末,《经济参考报》发布一篇题为《小鹏汽车部分车型被指涉嫌“销售欺诈”》的报道,引发外界广泛关注。率先引入激光雷达后,转身拥抱纯视觉路线此番小鹏汽车被指虚假宣传的背后,或与气其智驾技术路线的转变密切相关。前三季度业绩大涨,四季度交付不及指引天眼查显示,小鹏汽车于2020年、2021年先后登陆美股、港股两地资本市场。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/7971145C70CA8C41565924DC25EE7B31C53C83BD_size520_w840_h560.png\"/></p><p>雷达财经出品 文|丁禹 编|孟帅</p><p>近日,《经济参考报》的一篇报道,将<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>部分车主与品牌之间的矛盾摆上了台面。</p><p>事件起因是有车主投诉<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>2023款G6偷偷减配毫米波雷达,利用车企优势地位擅自修改电子用户手册,事发后以纯视觉技术升级为减配理由,涉嫌虚假宣传、销售欺诈。</p><p>小鹏汽车此次卷入的争议,或与其智驾技术路线的转变有关。早期,小鹏汽车采用的智能驾驶方案与行业主流一致,走的是“雷达+视觉”的融合路线。</p><p>如今,小鹏汽车选择放弃激光雷达,转投更具挑战性的纯视觉方案。而小鹏汽车品牌公关负责人此前还曾公开发表“剪辫子”言论,将放弃激光雷达比作“剪掉脑后的辫子”,一度引发争议。</p><p>在小鹏汽车掌舵者何小鹏看来,以前纯视觉做不好是因为算力太弱,未来纯视觉的上限会远远高过激光雷达。而小鹏汽车转投纯视觉路线,技术降本方面的考量或许也是一个重要因素。</p><p>近年来,通过一系列技术降本举措以及经营改善计划,小鹏汽车的汽车毛利率和业绩表现均有明显提升。2025年第三季度,小鹏汽车录得净亏损3.8亿元,相较上年同期的18.1亿元收窄近八成。</p><p>在展望2025年第四季度时,何小鹏曾满怀信心地表示,“我们的目标是在四季度实现公司盈亏平衡”。不过,去年第四季度,小鹏汽车共交付新车11.62万辆,未能达成此前制定的12.5万辆至13.2万辆的交付指引目标。</p><p>截至1月2日收盘,小鹏汽车的最新股价为80.35港元/股,总市值1536亿港元。</p><p>在《2025胡润百富榜》上,何小鹏凭借480亿元的身家成功实现逆袭,反超<a href=\"https://laohu8.com/S/LI\">理想汽车</a>掌舵者李想,成为新晋新势力首富(鉴于小米集团手机及其他业务占比较高,暂不将雷军纳入该阵营财富比较范畴)。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/3BAF0655C2EFC4C620E6354DD67D90EE56CBA420_size2_w1080_h95.jpg\"/></p><p><strong>减配毫米波雷达?小鹏汽车被指“虚假宣传”</strong></p><p>2025年末,《经济参考报》发布一篇题为《小鹏汽车部分车型被指涉嫌“销售欺诈”》的报道,引发外界广泛关注。</p><p>一名车主表示,其于2024年12月29日购入一台2023款小鹏G6755超长续航Max,销售人员介绍该车配备5颗毫米波雷达,但购车合同不随附配置清单,可在小鹏App电子用户手册查阅相关配置。在查阅属实后,该车主随即付款购车并提车。</p><p>然而,在一次拆车维修时,这名车主却发现,自己购买的小鹏汽车左前、右前部位竟均未安装毫米波雷达。</p><p>后续,该车主向小鹏汽车售后投诉,要求说明情况并给出解决方案,但小鹏汽车相关人员均以“硬件简化,功能不简化,小鹏最新‘AI鹰眼纯视觉方案’通过前摄像头代替角雷达感知能力”加以推诿。</p><p>更让该车主难以接受的是,在其投诉后不久,小鹏App的电子用户手册中关于2023款小鹏G6755超长续航Max的配置内容竟被悄悄修改,毫米波雷达数量从5颗变成3颗。</p><p>而据《经济参考报》调查,类似这名车主的遭遇并非个例,甚至有车主发现即使是物理上装配有5颗毫米波雷达,但小鹏在未告知且未获得车主允许的情况下,通过OTA软件使2颗失效,属于变相减配。</p><p>此外,《经济参考报》还获得一份有159名小鹏PRO车主集体签名致广州小鹏汽车科技有限公司的《维权函》及《维权车主联名签署文件》。</p><p>而前述文件的投诉内容,包括“毫米波雷达配置减配,涉嫌虚假宣传与欺诈销售”,维权起因也“纯属意外”:“部分车主在维修保养时意外发现,车辆实际安装的毫米波雷达数量并非宣传的5颗,而是被私下减配为3颗”。</p><p>对于此事,小鹏官方委婉承认:“公司技术升级<a href=\"https://laohu8.com/S/603690\">至纯</a>视觉辅助驾驶方案后,已经取消了前角毫米波雷达的使用,相关车型的生产也简化了相应硬件”;“具体车辆功能配置变化,在公司官网、App等渠道均有同步,不存在该客户描述的隐瞒和欺诈行为”。</p><p>同时,小鹏汽车PR还表示,减配毫米波雷达后,“车辆辅助驾驶功能没有变化,并且会随着AI大模型进化提供更好的行车体验”。</p><p>但小鹏方面的回复,并未获得小鹏车主们的认可,其联合签名的维权函显示:“毫米波雷达作为智能辅助驾驶系统的重要传感器,其数量的减少直接影响到车辆的感知能力、辅助驾驶的准确性、安全性和可靠性,进而影响到车辆的核心功能和使用价值。”</p><p>据汽车质量促进平台小程序,截至发稿,已有超60名车主“抱团”反映了小鹏汽车毫米波雷达减配失效等问题。</p><p>此外,另有33名车主“抱团”反馈小鹏G6 Pro版本软件功能与宣传不符,车主希望小鹏汽车能针对快速路智驾覆盖、高速地图更新、SR功能优化及芯片算力释放等问题,出台具体可行的解决方案。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/457CDC354E8E197AC2C752001C3279E05BC2EB05_size115_w718_h808.png\"/></p><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/4C566D177197CAE09C3612AC3F83CB0C7DA3A586_size3_w1080_h95.jpg\"/></p><p><strong>率先引入激光雷达后,转身拥抱纯视觉路线</strong></p><p>此番小鹏汽车被指虚假宣传的背后,或与气其智驾技术路线的转变密切相关。</p><p>公开资料显示,环境感知是汽车智驾的关键技术,汽车中负责感知环境的传感器繁多,常用的有摄像头、激光扫描仪、毫米波雷达以及超声波雷达等。</p><p>小鹏汽车曾指出,每种传感器都各有优劣,比如摄像头在物体识别方面有优势,但是距离信息比较欠缺;激光扫描仪及毫米波雷达,能精确测得物体的距离,但是在识别物体方面远弱于摄像头。</p><p>基于各传感器的优劣,早年间,各家车企主要都是向着“雷达+视觉”的融合方向进发。</p><p>2018年,小鹏汽车在发布旗下首款电车小鹏G3时,便向外界展示了融合方案带来的AEB自动紧急制动带行人检测功能。</p><p>2021年开年,小鹏汽车官宣与大疆孵化的Livox览沃科技达成合作,将在2021年推出的全新量产车型上使用其生产的小鹏定制版车规级激光雷达,小鹏也因此成为首家将激光雷达引入汽车的车企。</p><p>2023年8月,小鹏又在自家公众号发布的文章中着重宣传了小鹏G6的“前置双激光雷达”,称其拥有超广感知范围,是城市NGP(智能导航辅助驾驶)的最佳激光雷达方案。</p><p>然而,技术发展的道路并非一成不变。2024年6月,何小鹏现身美国,在体验了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD的纯视觉智驾方案后发博称,“我非常感慨FSD在数月里有很大的进步,我们也会向FSD学习他们优秀的功能点和用户体验部分”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/020A054327036295F80A00C04B87CD7C131A722E_size184_w710_h529.png\"/></p><p>同年7月,有消息称,小鹏将在2024年第四季度推出一款内部代号为F57的新车型,该车型将不会使用任何激光雷达,智能驾驶系统将转向类似特斯拉的纯视觉解决方案。</p><p>时间来到2025年8月,对于纯视觉与激光雷达这两个技术路线的争论,何小鹏给出了自己明确的回应。</p><p>他表示,小鹏汽车在前年就做出了决策,小鹏的辅助驾驶、自动驾驶甚至未来的无人驾驶都会坚持纯视觉路线。</p><p>何小鹏认为,以前纯视觉做不好是因为算力太弱了,未来纯视觉的上限会远远高过激光雷达,“将来视觉能识别路上可能扎胎的钉子、被挪动的沙井盖,激光雷达很难做到。”他还预测,到2027年,激光雷达与纯视觉路线之间的争议将消失。</p><p>不过,据《经济参考报》,有行业专家表示,近年,小鹏汽车从激光雷达转向纯视觉方案,这两种技术路线孰优孰劣,难有定论,但就目前而言,使用多传感器路线的车企占绝大多数。</p><p>部分专业人士认为,盲目排斥非视觉传感器,易导致安全冗余不足,增加系统出错的概率。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_02/A00171908C4EC92E2AAB6CEE7A73B7563485637C_size3_w1080_h95.jpg\"/></p><p><strong>前三季度业绩大涨,四季度交付不及指引</strong></p><p>天眼查显示,小鹏汽车于2020年、2021年先后登陆美股、港股两地资本市场。据<a href=\"https://laohu8.com/S/300033\">同花顺</a>数据,自2018年以来,小鹏汽车常年身陷亏损泥沼。</p><p>据外媒报道,<a href=\"https://laohu8.com/S/GS\">高盛</a>在2023年底发布的研究报告中指出,小鹏汽车管理层认为,在当前竞争环境下,扩大销量至关重要,公司将继续优先考虑销量,并通过降低成本提升盈利能力。</p><p>当时,小鹏高级驾驶辅助系统(ADAS)的物料成本为2.5万元人民币,而同行为2万至3万元人民币。通过减少传感器数量(包括激光雷达和毫米波雷达),无疑能够有效降低这部分成本,从而在成本控制上占据优势。</p><p>根据高盛研究报告,小鹏的削减成本措施在这个阶段已见成效,当时小鹏G9中期改款版售价比原始版本低4至5万元人民币,但利润率更高。</p><p>高盛预计,小鹏于2024年下半年推出的新车型,将通过技术创新降低25%的成本,从而带来更高的利润率。</p><p>从小鹏汽车近年披露的财报数据来看,公司的汽车毛利率得到了显著提升。</p><p>2023年第三季度,小鹏的汽车毛利率为-6.1%,但仅仅一个季度后的第四季度,该项数据便成功转正,达到4.1%,环比大幅提升10.2个百分点。</p><p>彼时,小鹏汽车在财报中表示,公司该季度汽车毛利率的大幅提升,得益于其技术降本和经营改善计划初见成效。</p><p>到了2025年第三季度,小鹏实现13.1%的汽车毛利率,该指标同比提升4.5个百分点,但环比下降1.2个百分点。对此,小鹏解释称,环比下降主要是因为产品换代。</p><p>伴随着汽车毛利率的增长,小鹏汽车的整体业绩也取得了亮眼的表现。最新财报显示,今年前三季度,公司营收同比暴增119.96%至544.66亿元;净亏损则大幅收窄65.86%至15.23亿元。</p><p>聚焦至第三季度,小鹏汽车的业绩表现依旧可圈可点,公司单季实现203.8亿元的营收,同比增加101.8%,环比提升11.5%;净亏损为3.8亿元,相较上年同期的18.1亿元收窄近八成。</p><p>小鹏汽车副董事长及联席总裁顾宏地表示,随着有效的成本控制和技术研发相关的收入释放出更大的潜力,公司的综合毛利率在第三季度首次突破20%。</p><p>事实上,小鹏汽车业绩的强劲增长,离不开交付量的卓越表现。2025年第三季度,小鹏汽车火力全开,合计交付新车11.6万辆,同比增加149.3%。</p><p>新年伊始,小鹏汽车又披露了最新的年度交付数据。2025年,小鹏汽车全年累计交付新车42.94万辆,同比增长126%。</p><p>不过,去年第四季度,小鹏汽车交付新车11.62万辆,不及此前制定的12.5万辆至13.2万辆的四季度交付指引。</p><p>值得一提的是,在去年第三季度的财报电话会议上,何小鹏曾放出豪言:“我们的目标是在(2025年)四季度实现公司盈亏平衡”。</p><p>如今,随着2025年正式画下句号,小鹏汽车能否达成这一目标,即将揭开谜底。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n盈利大考冲刺关头,千亿小鹏被指“虚假宣传”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 08:00 北京时间 <a href=https://tech.ifeng.com/c/8peujyBVGBd><strong>雷达财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷达财经出品 文|丁禹 编|孟帅近日,《经济参考报》的一篇报道,将小鹏汽车部分车主与品牌之间的矛盾摆上了台面。事件起因是有车主投诉小鹏汽车2023款G6偷偷减配毫米波雷达,利用车企优势地位擅自修改电子用户手册,事发后以纯视觉技术升级为减配理由,涉嫌虚假宣传、销售欺诈。小鹏汽车此次卷入的争议,或与其智驾技术路线的转变有关。早期,小鹏汽车采用的智能驾驶方案与行业主流一致,走的是“雷达+视觉”的融合...</p>\n\n<a href=\"https://tech.ifeng.com/c/8peujyBVGBd\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK1539":"汽车股","BK4099":"汽车制造商","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","09868":"小鹏汽车-W","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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编|孟帅近日,《经济参考报》的一篇报道,将小鹏汽车部分车主与品牌之间的矛盾摆上了台面。事件起因是有车主投诉小鹏汽车2023款G6偷偷减配毫米波雷达,利用车企优势地位擅自修改电子用户手册,事发后以纯视觉技术升级为减配理由,涉嫌虚假宣传、销售欺诈。小鹏汽车此次卷入的争议,或与其智驾技术路线的转变有关。早期,小鹏汽车采用的智能驾驶方案与行业主流一致,走的是“雷达+视觉”的融合路线。如今,小鹏汽车选择放弃激光雷达,转投更具挑战性的纯视觉方案。而小鹏汽车品牌公关负责人此前还曾公开发表“剪辫子”言论,将放弃激光雷达比作“剪掉脑后的辫子”,一度引发争议。在小鹏汽车掌舵者何小鹏看来,以前纯视觉做不好是因为算力太弱,未来纯视觉的上限会远远高过激光雷达。而小鹏汽车转投纯视觉路线,技术降本方面的考量或许也是一个重要因素。近年来,通过一系列技术降本举措以及经营改善计划,小鹏汽车的汽车毛利率和业绩表现均有明显提升。2025年第三季度,小鹏汽车录得净亏损3.8亿元,相较上年同期的18.1亿元收窄近八成。在展望2025年第四季度时,何小鹏曾满怀信心地表示,“我们的目标是在四季度实现公司盈亏平衡”。不过,去年第四季度,小鹏汽车共交付新车11.62万辆,未能达成此前制定的12.5万辆至13.2万辆的交付指引目标。截至1月2日收盘,小鹏汽车的最新股价为80.35港元/股,总市值1536亿港元。在《2025胡润百富榜》上,何小鹏凭借480亿元的身家成功实现逆袭,反超理想汽车掌舵者李想,成为新晋新势力首富(鉴于小米集团手机及其他业务占比较高,暂不将雷军纳入该阵营财富比较范畴)。减配毫米波雷达?小鹏汽车被指“虚假宣传”2025年末,《经济参考报》发布一篇题为《小鹏汽车部分车型被指涉嫌“销售欺诈”》的报道,引发外界广泛关注。一名车主表示,其于2024年12月29日购入一台2023款小鹏G6755超长续航Max,销售人员介绍该车配备5颗毫米波雷达,但购车合同不随附配置清单,可在小鹏App电子用户手册查阅相关配置。在查阅属实后,该车主随即付款购车并提车。然而,在一次拆车维修时,这名车主却发现,自己购买的小鹏汽车左前、右前部位竟均未安装毫米波雷达。后续,该车主向小鹏汽车售后投诉,要求说明情况并给出解决方案,但小鹏汽车相关人员均以“硬件简化,功能不简化,小鹏最新‘AI鹰眼纯视觉方案’通过前摄像头代替角雷达感知能力”加以推诿。更让该车主难以接受的是,在其投诉后不久,小鹏App的电子用户手册中关于2023款小鹏G6755超长续航Max的配置内容竟被悄悄修改,毫米波雷达数量从5颗变成3颗。而据《经济参考报》调查,类似这名车主的遭遇并非个例,甚至有车主发现即使是物理上装配有5颗毫米波雷达,但小鹏在未告知且未获得车主允许的情况下,通过OTA软件使2颗失效,属于变相减配。此外,《经济参考报》还获得一份有159名小鹏PRO车主集体签名致广州小鹏汽车科技有限公司的《维权函》及《维权车主联名签署文件》。而前述文件的投诉内容,包括“毫米波雷达配置减配,涉嫌虚假宣传与欺诈销售”,维权起因也“纯属意外”:“部分车主在维修保养时意外发现,车辆实际安装的毫米波雷达数量并非宣传的5颗,而是被私下减配为3颗”。对于此事,小鹏官方委婉承认:“公司技术升级至纯视觉辅助驾驶方案后,已经取消了前角毫米波雷达的使用,相关车型的生产也简化了相应硬件”;“具体车辆功能配置变化,在公司官网、App等渠道均有同步,不存在该客户描述的隐瞒和欺诈行为”。同时,小鹏汽车PR还表示,减配毫米波雷达后,“车辆辅助驾驶功能没有变化,并且会随着AI大模型进化提供更好的行车体验”。但小鹏方面的回复,并未获得小鹏车主们的认可,其联合签名的维权函显示:“毫米波雷达作为智能辅助驾驶系统的重要传感器,其数量的减少直接影响到车辆的感知能力、辅助驾驶的准确性、安全性和可靠性,进而影响到车辆的核心功能和使用价值。”据汽车质量促进平台小程序,截至发稿,已有超60名车主“抱团”反映了小鹏汽车毫米波雷达减配失效等问题。此外,另有33名车主“抱团”反馈小鹏G6 Pro版本软件功能与宣传不符,车主希望小鹏汽车能针对快速路智驾覆盖、高速地图更新、SR功能优化及芯片算力释放等问题,出台具体可行的解决方案。率先引入激光雷达后,转身拥抱纯视觉路线此番小鹏汽车被指虚假宣传的背后,或与气其智驾技术路线的转变密切相关。公开资料显示,环境感知是汽车智驾的关键技术,汽车中负责感知环境的传感器繁多,常用的有摄像头、激光扫描仪、毫米波雷达以及超声波雷达等。小鹏汽车曾指出,每种传感器都各有优劣,比如摄像头在物体识别方面有优势,但是距离信息比较欠缺;激光扫描仪及毫米波雷达,能精确测得物体的距离,但是在识别物体方面远弱于摄像头。基于各传感器的优劣,早年间,各家车企主要都是向着“雷达+视觉”的融合方向进发。2018年,小鹏汽车在发布旗下首款电车小鹏G3时,便向外界展示了融合方案带来的AEB自动紧急制动带行人检测功能。2021年开年,小鹏汽车官宣与大疆孵化的Livox览沃科技达成合作,将在2021年推出的全新量产车型上使用其生产的小鹏定制版车规级激光雷达,小鹏也因此成为首家将激光雷达引入汽车的车企。2023年8月,小鹏又在自家公众号发布的文章中着重宣传了小鹏G6的“前置双激光雷达”,称其拥有超广感知范围,是城市NGP(智能导航辅助驾驶)的最佳激光雷达方案。然而,技术发展的道路并非一成不变。2024年6月,何小鹏现身美国,在体验了特斯拉FSD的纯视觉智驾方案后发博称,“我非常感慨FSD在数月里有很大的进步,我们也会向FSD学习他们优秀的功能点和用户体验部分”。同年7月,有消息称,小鹏将在2024年第四季度推出一款内部代号为F57的新车型,该车型将不会使用任何激光雷达,智能驾驶系统将转向类似特斯拉的纯视觉解决方案。时间来到2025年8月,对于纯视觉与激光雷达这两个技术路线的争论,何小鹏给出了自己明确的回应。他表示,小鹏汽车在前年就做出了决策,小鹏的辅助驾驶、自动驾驶甚至未来的无人驾驶都会坚持纯视觉路线。何小鹏认为,以前纯视觉做不好是因为算力太弱了,未来纯视觉的上限会远远高过激光雷达,“将来视觉能识别路上可能扎胎的钉子、被挪动的沙井盖,激光雷达很难做到。”他还预测,到2027年,激光雷达与纯视觉路线之间的争议将消失。不过,据《经济参考报》,有行业专家表示,近年,小鹏汽车从激光雷达转向纯视觉方案,这两种技术路线孰优孰劣,难有定论,但就目前而言,使用多传感器路线的车企占绝大多数。部分专业人士认为,盲目排斥非视觉传感器,易导致安全冗余不足,增加系统出错的概率。前三季度业绩大涨,四季度交付不及指引天眼查显示,小鹏汽车于2020年、2021年先后登陆美股、港股两地资本市场。据同花顺数据,自2018年以来,小鹏汽车常年身陷亏损泥沼。据外媒报道,高盛在2023年底发布的研究报告中指出,小鹏汽车管理层认为,在当前竞争环境下,扩大销量至关重要,公司将继续优先考虑销量,并通过降低成本提升盈利能力。当时,小鹏高级驾驶辅助系统(ADAS)的物料成本为2.5万元人民币,而同行为2万至3万元人民币。通过减少传感器数量(包括激光雷达和毫米波雷达),无疑能够有效降低这部分成本,从而在成本控制上占据优势。根据高盛研究报告,小鹏的削减成本措施在这个阶段已见成效,当时小鹏G9中期改款版售价比原始版本低4至5万元人民币,但利润率更高。高盛预计,小鹏于2024年下半年推出的新车型,将通过技术创新降低25%的成本,从而带来更高的利润率。从小鹏汽车近年披露的财报数据来看,公司的汽车毛利率得到了显著提升。2023年第三季度,小鹏的汽车毛利率为-6.1%,但仅仅一个季度后的第四季度,该项数据便成功转正,达到4.1%,环比大幅提升10.2个百分点。彼时,小鹏汽车在财报中表示,公司该季度汽车毛利率的大幅提升,得益于其技术降本和经营改善计划初见成效。到了2025年第三季度,小鹏实现13.1%的汽车毛利率,该指标同比提升4.5个百分点,但环比下降1.2个百分点。对此,小鹏解释称,环比下降主要是因为产品换代。伴随着汽车毛利率的增长,小鹏汽车的整体业绩也取得了亮眼的表现。最新财报显示,今年前三季度,公司营收同比暴增119.96%至544.66亿元;净亏损则大幅收窄65.86%至15.23亿元。聚焦至第三季度,小鹏汽车的业绩表现依旧可圈可点,公司单季实现203.8亿元的营收,同比增加101.8%,环比提升11.5%;净亏损为3.8亿元,相较上年同期的18.1亿元收窄近八成。小鹏汽车副董事长及联席总裁顾宏地表示,随着有效的成本控制和技术研发相关的收入释放出更大的潜力,公司的综合毛利率在第三季度首次突破20%。事实上,小鹏汽车业绩的强劲增长,离不开交付量的卓越表现。2025年第三季度,小鹏汽车火力全开,合计交付新车11.6万辆,同比增加149.3%。新年伊始,小鹏汽车又披露了最新的年度交付数据。2025年,小鹏汽车全年累计交付新车42.94万辆,同比增长126%。不过,去年第四季度,小鹏汽车交付新车11.62万辆,不及此前制定的12.5万辆至13.2万辆的四季度交付指引。值得一提的是,在去年第三季度的财报电话会议上,何小鹏曾放出豪言:“我们的目标是在(2025年)四季度实现公司盈亏平衡”。如今,随着2025年正式画下句号,小鹏汽车能否达成这一目标,即将揭开谜底。","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"XPEV":1.96,"09868":1.96}},"isVote":1,"tweetType":1,"viewCount":213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518328978530344,"gmtCreate":1767574443401,"gmtModify":1767574445476,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"p7背锅","listText":"p7背锅","text":"p7背锅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518328978530344","repostId":"2600049818","repostType":2,"repost":{"id":"2600049818","kind":"news","pubTimestamp":1767506161,"share":"https://www.laohu8.com/m/news/2600049818?lang=zh_CN&edition=full","pubTime":"2026-01-04 13:56","market":"hk","language":"zh","title":"小鹏副总裁陈永海离职,王凤英暂代产品部","url":"https://stock-news.laohu8.com/highlight/detail?id=2600049818","media":"凤凰网科技","summary":"凤凰网科技讯 1月4日,据《云见 Inisight》获悉,小鹏产品中心副总裁陈永海于 2025年12月离职,其职务暂由总裁王凤英接替。据了解,陈永海于2010年加入UC,担任产品主管,负责UC桌面等多款产品的规划与设计。2022年1月,陈永海加入小鹏汽车。2022年7月卸任长城汽车总经理职务后,继续参与战略管理工作。2023年1月30日起担任小鹏汽车总裁,负责产品规划及销售业务。数据显示,2025年全年小鹏汽车累计交付新车429,445台,同比增长126%。","content":"<html><body><p>凤凰网科技讯 1月4日,据《云见 Inisight》获悉,小鹏产品中心副总裁陈永海于 2025年12月离职,其职务暂由总裁王凤英接替。</p><p>据了解,陈永海于2010年加入UC,担任产品主管,负责UC桌面等多款产品的规划与设计。2014年,UC被<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收购并与高德地图重组,陈永海离开,短暂加入360,之后受UC CEO俞<a href=\"https://laohu8.com/S/300712\">永福</a>邀请加入高德,作为产品运营的1号位,全面负责高德地图的产品工作。2022年1月,陈永海加入<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>。同年,小鹏重新调整产品布局,陈永海转而负责产品中心。</p><p>据公开信息显示,王凤英1991年加入<a href=\"https://laohu8.com/S/601633\">长城汽车</a>,2003年起担任总裁。2022年7月卸任<a href=\"https://laohu8.com/S/02333\">长城汽车</a>总经理职务后,继续参与战略管理工作。2023年1月30日起担任<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>总裁,负责产品规划及销售业务。</p><p>数据显示,2025年全年小鹏汽车累计交付新车429,445台,同比增长126%。全球化与基础设施建设方面,小鹏汽车2025年海外市场交付量为45,008台,同比增长96%,目前业务已覆盖全球60个国家和地区。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏副总裁陈永海离职,王凤英暂代产品部</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏副总裁陈永海离职,王凤英暂代产品部\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 13:56 北京时间 <a href=https://tech.ifeng.com/c/8pdhbQ19Nig><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 1月4日,据《云见 Inisight》获悉,小鹏产品中心副总裁陈永海于 2025年12月离职,其职务暂由总裁王凤英接替。据了解,陈永海于2010年加入UC,担任产品主管,负责UC桌面等多款产品的规划与设计。2014年,UC被阿里巴巴收购并与高德地图重组,陈永海离开,短暂加入360,之后受UC CEO俞永福邀请加入高德,作为产品运营的1号位,全面负责高德地图的产品工作。2022年1月,...</p>\n\n<a href=\"https://tech.ifeng.com/c/8pdhbQ19Nig\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"82333":"长城汽车-R","601633":"长城汽车","BK1119":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK4551":"寇图资本持仓","BK1610":"ETF&股票定投概念","BK1588":"回港中概股","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK1575":"同股不同权","BK4526":"热门中概股","BK4099":"汽车制造商","BK1587":"次新股","XPEV":"小鹏汽车","BK4555":"新能源车","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1539":"汽车股","BK4505":"高瓴资本持仓","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","GWLLY":"长城汽车ADR"},"source_url":"https://tech.ifeng.com/c/8pdhbQ19Nig","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2600049818","content_text":"凤凰网科技讯 1月4日,据《云见 Inisight》获悉,小鹏产品中心副总裁陈永海于 2025年12月离职,其职务暂由总裁王凤英接替。据了解,陈永海于2010年加入UC,担任产品主管,负责UC桌面等多款产品的规划与设计。2014年,UC被阿里巴巴收购并与高德地图重组,陈永海离开,短暂加入360,之后受UC CEO俞永福邀请加入高德,作为产品运营的1号位,全面负责高德地图的产品工作。2022年1月,陈永海加入小鹏汽车。同年,小鹏重新调整产品布局,陈永海转而负责产品中心。据公开信息显示,王凤英1991年加入长城汽车,2003年起担任总裁。2022年7月卸任长城汽车总经理职务后,继续参与战略管理工作。2023年1月30日起担任小鹏汽车总裁,负责产品规划及销售业务。数据显示,2025年全年小鹏汽车累计交付新车429,445台,同比增长126%。全球化与基础设施建设方面,小鹏汽车2025年海外市场交付量为45,008台,同比增长96%,目前业务已覆盖全球60个国家和地区。","news_type":1,"symbols_score_info":{"82333":0.6,"601633":0.6,"GWLLY":0.6,"EVS.SI":0.6,"09868":1.95,"XPEV":1.95}},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517492944195584,"gmtCreate":1767310727218,"gmtModify":1767310729444,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517492944195584","repostId":"2600804500","repostType":2,"repost":{"id":"2600804500","kind":"news","pubTimestamp":1767272359,"share":"https://www.laohu8.com/m/news/2600804500?lang=zh_CN&edition=full","pubTime":"2026-01-01 20:59","market":"hk","language":"zh","title":"小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年","url":"https://stock-news.laohu8.com/highlight/detail?id=2600804500","media":"新浪财经","summary":"小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年。作为实现L4的关键一步,我们的第二代VLA也将于本季度正式推送。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年。作为实现L4的关键一步,我们的第二代VLA也将于本季度正式推送。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-01 20:59 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101210807a491e207&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年。作为实现L4的关键一步,我们的第二代VLA也将于本季度正式推送。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101210807a491e207&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","09868":"小鹏汽车-W","BK1587":"次新股","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","BK1575":"同股不同权","BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260101210807a491e207&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600804500","content_text":"小鹏汽车董事长何小鹏:2026年,将是高阶智能驾驶在全球市场全面竞技的元年。作为实现L4的关键一步,我们的第二代VLA也将于本季度正式推送。","news_type":1,"symbols_score_info":{"XPEV":1.86,"09868":1.86}},"isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":516086463148544,"gmtCreate":1766973332724,"gmtModify":1766973335439,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"这新闻没话说,最关键的一条没写","listText":"这新闻没话说,最关键的一条没写","text":"这新闻没话说,最关键的一条没写","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516086463148544","repostId":"2594224290","repostType":2,"repost":{"id":"2594224290","kind":"news","pubTimestamp":1766916762,"share":"https://www.laohu8.com/m/news/2594224290?lang=zh_CN&edition=full","pubTime":"2025-12-28 18:12","market":"us","language":"zh","title":"全球首个电动汽车电耗限值强制性标准明年1月实施 企业必须对新出厂产品进行必要技术升级","url":"https://stock-news.laohu8.com/highlight/detail?id=2594224290","media":"每经网","summary":"日前,《每日经济新闻》记者从国家市场监督管理总局网站获悉,《电动汽车能量消耗量限值 第1部分:乘用车》国家标准将自2026年1月1日起实施,该标准是全球首个电动汽车电耗限值强制性标准。国家市场监督管理总局方面表示,新标准实施后,企业必须对新出厂的产品进行必要的技术升级。","content":"<html><body><article><p>日前,《每日经济新闻》记者从国家市场监督管理总局网站获悉,《电动汽车能量消耗量限值 第1部分:乘用车》(GB 36980.1—2025)国家标准将自2026年1月1日起实施,该标准是全球首个电动汽车电耗限值强制性标准。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251228181254670v201j3gsbaz7aqf\"/><p>图片来源:国家市场监督管理总局网站</p><p>据悉,该标准综合考虑纯电动乘用车电耗现状、节能技术潜力、成本控制、特殊车型电耗表现等,提出了不同车重下的电耗限值,较上一版推荐性标准加严约11%,并根据不同使用特征、不同技术特点的车型电耗差异,提出相适应的指标要求,有效兼顾了车型多元化发展需求,为后续节能技术的研发和应用提供指引。</p><p>国家市场监督管理总局方面表示,新标准实施后,企业必须对新出厂的产品进行必要的技术升级。以2吨左右的车型为例,新标准要求百公里电耗不应超过15.1度电,技术升级后,在电池容量不变的情况下,电动汽车的续驶里程平均将提高约7%。</p><p>国家市场监督管理总局方面认为,电动汽车电耗新标准的发布实施,对于促进纯电动乘用车节能技术进步、提高车辆能效水平、淘汰高能耗车型具有积极作用,将为汽车行业实现碳达峰、助力汽车以旧换新和促进新能源汽车产业高质量发展提供重要支撑。</p><p>封面图片来源:每经记者 张建 摄(资料图)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球首个电动汽车电耗限值强制性标准明年1月实施 企业必须对新出厂产品进行必要技术升级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n全球首个电动汽车电耗限值强制性标准明年1月实施 企业必须对新出厂产品进行必要技术升级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-28 18:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228181254a6d8c6e8&s=b><strong>每经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前,《每日经济新闻》记者从国家市场监督管理总局网站获悉,《电动汽车能量消耗量限值 第1部分:乘用车》(GB 36980.1—2025)国家标准将自2026年1月1日起实施,该标准是全球首个电动汽车电耗限值强制性标准。图片来源:国家市场监督管理总局网站据悉,该标准综合考虑纯电动乘用车电耗现状、节能技术潜力、成本控制、特殊车型电耗表现等,提出了不同车重下的电耗限值,较上一版推荐性标准加严约11%,并...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228181254a6d8c6e8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161028":"新能源车","BK4526":"热门中概股","09863":"零跑汽车","01211":"比亚迪股份","02015":"理想汽车-W","XPEV":"小鹏汽车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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摄(资料图)","news_type":1,"symbols_score_info":{"161028":1.61,"02015":0.9,"XPEV":1.57,"02333":0.9,"01211":0.9,"02238":0.9,"EVS.SI":0.6,"00175":0.9,"NIO":0.9,"09863":0.9,"09927":0.9,"09868":1.57,"09866":0.9}},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509138614169936,"gmtCreate":1765288008400,"gmtModify":1765288011310,"author":{"id":"3487707251567403","authorId":"3487707251567403","name":"BGXL","avatar":"https://static.tigerbbs.com/2dc7bf7926181f840bb5dbcf6de7ec67","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3487707251567403","idStr":"3487707251567403"},"themes":[],"title":"","htmlText":"理想,如梦幻泡影,随风而去……","listText":"理想,如梦幻泡影,随风而去……","text":"理想,如梦幻泡影,随风而去……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509138614169936","repostId":"1118537737","repostType":4,"repost":{"id":"1118537737","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765286496,"share":"https://www.laohu8.com/m/news/1118537737?lang=zh_CN&edition=full","pubTime":"2025-12-09 21:21","market":"us","language":"zh","title":"理想汽车:将在三年内推出首款为L4级自动驾驶定义的汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=1118537737","media":"老虎资讯综合","summary":"将是汽车行业真正的“iPhone 4时刻”。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a> 表示,我们三年内会推出L4定义车型。对于市场上关于“未来3至5年内一定会出现没有驾驶座的车”的畅想,我们给出了明确而积极的回应。根据公司的规划,理想汽车将在三年内,即2028年左右,推出首款为L4级自动驾驶定义的汽车。 </p><p>理想汽车董事长兼CEO李想甚至进一步畅想,到2030年,公司有50%的概率会推出一款人工智能超级跑车。这表明,理想汽车对于“没有驾驶座的车”这一未来趋势,不仅有着清晰的规划,更充满了信心和期待。</p><p>公司认为,L4级自动驾驶的实现,将是汽车行业真正的“iPhone 4时刻”,将引发一场深刻的产业革命。(每经网)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>理想汽车:将在三年内推出首款为L4级自动驾驶定义的汽车</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n理想汽车:将在三年内推出首款为L4级自动驾驶定义的汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-09 21:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a> 表示,我们三年内会推出L4定义车型。对于市场上关于“未来3至5年内一定会出现没有驾驶座的车”的畅想,我们给出了明确而积极的回应。根据公司的规划,理想汽车将在三年内,即2028年左右,推出首款为L4级自动驾驶定义的汽车。 </p><p>理想汽车董事长兼CEO李想甚至进一步畅想,到2030年,公司有50%的概率会推出一款人工智能超级跑车。这表明,理想汽车对于“没有驾驶座的车”这一未来趋势,不仅有着清晰的规划,更充满了信心和期待。</p><p>公司认为,L4级自动驾驶的实现,将是汽车行业真正的“iPhone 4时刻”,将引发一场深刻的产业革命。(每经网)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2cd608dea059f96a8bee52aea078452e","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118537737","content_text":"理想汽车 表示,我们三年内会推出L4定义车型。对于市场上关于“未来3至5年内一定会出现没有驾驶座的车”的畅想,我们给出了明确而积极的回应。根据公司的规划,理想汽车将在三年内,即2028年左右,推出首款为L4级自动驾驶定义的汽车。 理想汽车董事长兼CEO李想甚至进一步畅想,到2030年,公司有50%的概率会推出一款人工智能超级跑车。这表明,理想汽车对于“没有驾驶座的车”这一未来趋势,不仅有着清晰的规划,更充满了信心和期待。公司认为,L4级自动驾驶的实现,将是汽车行业真正的“iPhone 4时刻”,将引发一场深刻的产业革命。(每经网)","news_type":1,"symbols_score_info":{"LI":2,"02015":2}},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}