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。
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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
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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
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #127 |
Listeners, social reach, demographics and more for this podcast.
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新能车 launched a year ago and published 40 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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