新能车
Harrie汇集新能源汽车行业资讯、车主心得分享、买车卖车推荐以及相关新能车产业链的一切
| Publishes | Twice monthly | Episodes | 43 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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销量战报一片欢腾，行业利润率却只有 3.4%。
本期从 7 月销量与上半年目标完成率切入，拆解新能源汽车市场的存量绞杀：零跑如何靠全域自研压低成本，小米、蔚来为什么开始涨价，170 多款新车为何扎堆中大型市场，以及车企如何用出海、VLA 和人形机器人寻找第二条增长曲线。
当汽车变成低利润甚至亏本提供的硬件，我们买的究竟是一辆车，还是一个移动的 AI 终端？
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过去选车，看级别、尺寸、座位和价格；现在，这张图纸正在失效。
小米用昆仑架构把大型 SUV 变成可重组的“移动客厅”，极氪 9X 五座版砍掉一排座位却卖得更贵，比亚迪则为日本 K-Car 的规则重新造车。
本期从三辆看似无关的新车出发，拆解中国车企如何从参数竞争，转向架构、圈层与本地化的“升维战”。当汽车开始按生活模式定制，我们到 2030 年还会用轿车、SUV 和 MPV 来选车吗？
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“车企全赔”到底是事实、承诺，还是传播话术？本期从智驾事故切入，拆解设计、准入、运行、驾驶员接管与数据回放五个环节，同时观察新能源车的技术下沉、低温快充、车桩网和监管趋势。智驾下半场，拼的不只是算法，而是谁能把技术、能源与责任真正闭环。具体责任以事故事实和证据为准。
前往小宇宙评论区与主播互动
燃油车的下滑，真的只是消费者换了个选择吗？本期从销量暴跌、新能源渗透率飙升和超快充加速普及切入，拆解汽车产业正在发生的结构性崩塌。更大的变化还在后面：当 AI 开始理解道路、车辆和真实世界，新能源汽车或许不只是替代燃油车，更可能重新定义汽车本身。
前往小宇宙评论区与主播互动
2026年5月，中国汽车出口占总销量的比重升至35%，成为支撑行业运行的核心支柱
。依托“从锂矿到整车”的全球最完整产业链优势，中国品牌在海外份额显著飞跃
。凭借兆瓦闪充、高阶智驾等“断代式”领先技术，出海模式正由单纯的整车贸易转向技术输出与产能本土化（CKD）的深度全球化转型，打破外资高端垄断，重新定义全球汽车价值标杆。#中国汽车全球化
前往小宇宙评论区与主播互动
头部车企如何从单纯的硬件制造转向**“物理AI”公司的身份转变，重点涵盖了特斯拉停产旗舰车型Model S/X以全面转向人形机器人生产线的战略博弈；在具身智能大模型、机器人及飞行汽车领域的集体进阶；以及蔚来汽车**在残酷的行业决赛圈中，通过体系化能力和能源服务闭环实现的盈利突围。这场变革标志着中国汽车产业已从追求规模的“价格战”正式迈向定义全球规则的“技术价值战”新阶段
前往小宇宙评论区与主播互动
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