智能化、国际化双轮驱动新能源汽车开启下半场博弈

中国经营网01-24

近年来，广东汽车产业正经历一场深刻且系统性的变革。自20世纪末广州标致折戟后的产业低谷，到新能源汽车浪潮中比亚迪、广汽集团与小鹏汽车的领跑，广东汽车产业的结构性升级逐渐明晰。2025年销量数据呈现出新格局：比亚迪全年销售460.2万辆，广汽集团终端销量181.35万辆，小鹏汽车交付42.9万辆。这不仅反映了产量规模，更折射出技术、智能化和国际化布局的跃升。　　广东汽车产业的转型，超越了“规模增长”...

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href=http://finance.eastmoney.com/a/202601243629451932.html><strong>中国经营网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，广东汽车产业正经历一场深刻且系统性的变革。自20世纪末广州标致折戟后的产业低谷，到新能源汽车浪潮中比亚迪、广汽集团与小鹏汽车的领跑，广东汽车产业的结构性升级逐渐明晰。2025年销量数据呈现出新格局：比亚迪全年销售460.2万辆，广汽集团终端销量181.35万辆，小鹏汽车交付42.9万辆。这不仅反映了产量规模，更折射出技术、智能化和国际化布局的跃升。　　广东汽车产业的转型，超越了“规模增长”...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202601243629451932.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2778985437.USD","symbol_name":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) 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game","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"601238":1.95,"002594":1.94,"09868":1.92,"XPEV":1.92,"01211":1.94,"AI":0.61,"BYDDY":1.94,"HYDD.SI":0.6,"02238":1.95,"EVS.SI":0.6},"content_text":"近年来，广东汽车产业正经历一场深刻且系统性的变革。自20世纪末广州标致折戟后的产业低谷，到新能源汽车浪潮中比亚迪、广汽集团与小鹏汽车的领跑，广东汽车产业的结构性升级逐渐明晰。2025年销量数据呈现出新格局：比亚迪全年销售460.2万辆，广汽集团终端销量181.35万辆，小鹏汽车交付42.9万辆。这不仅反映了产量规模，更折射出技术、智能化和国际化布局的跃升。　　广东汽车产业的转型，超越了“规模增长”的简单叠加，而是在技术研发、智能化应用、生态构建与国际化品牌发展等多个维度同步推进。企业不再单纯追求产能扩张，而是通过价值创新驱动整体竞争力升级。伴随产业链协同、数据赋能与全球市场加速推进，广东汽车产业正完成从“体量优势”向“质量胜势”的跨越。　　在这一背景下，广汽集团通过组织与科技双轮驱动重塑运营效率，小鹏汽车以全栈自研物理AI体系推动智能出行落地，比亚迪依托“全民智驾”战略和庞大数据底座强化辅助驾驶渗透率。三家企业的实践不仅体现了产业升级路径，也勾勒出区域汽车生态深度重构的轮廓。这场从规模到价值的跃迁，正在重新定义广东汽车产业的市场边界与全球竞争力。　　广汽集团的组织革新与技术护城河　　“2025年是广汽破旧立新的改革之年。”广汽集团相关负责人在采访中指出。面对全球汽车产业智能化、电动化、生态化的趋势，广汽集团实施了“番禺行动”一体化改革，通过组织结构、人才体系和运营模式的全面重塑，推动企业内部创新与外部竞争力同步提升。　　公司打破传统职能型组织，改为以用户需求为核心推行流程型、项目制驱动的新车开发模式。IPD（集成产品开发）和DSTE（战略到执行）体系的深化，使新车开发周期缩短至18—21个月，研发成本下降逾10%，整体业务效率提升约50%。在此过程中，高管换届与中层干部公开竞聘完成，冯兴亚出任董事长，职业经理人团队更新换血。该负责人表示：“制度创新不仅提升效率，也为业务成长提供了明确的内生动力。”　　在新能源和智能化技术方面，广汽集团不断强化行业领先优势。2025年发布的“星源增程”技术，实现3.73 kWh/L油电转化率，解决了用户“亏电感”问题。夸克电驱电机效率突破99%，第三代混动系统荣获“世界十佳混合动力系统”称号。上述广汽集团相关负责人向《中国经营报》记者指出：“这些成果不仅巩固了混动与电动技术优势，也为用户提供了可量化的体验保障。”　　在智能驾驶与座舱领域，ADiGO GSD智能驾驶辅助系统覆盖99.9%道路场景，新一代ADiGO智能座舱端云一体大模型交互响应提升3倍，服务内容丰富度提升50%。星灵安全守护体系已覆盖近200万用户，累计行驶42亿公里，成功预防潜在事故551万次，构建起可量化安全价值护城河。　　此外，广汽集团在固态电池、飞行汽车和具身智能机器人等前沿技术的布局加快推进。全固态电池中试产线已投产，GOVY AirCab飞行汽车在港澳交付样机，具身智能机器人在康养与安防场景示范应用。该负责人表示：“这标志着我们正在从传统汽车制造向未来出行科技企业转型。”　　2025年，广汽集团围绕“稳合资、强自主、拓生态”推进产品布局。在自主品牌方面，昊铂HL增程版率先搭载星源增程技术，昊铂A800获得L3级自动驾驶路测牌照，埃安i60累计销量超过2万辆。合资品牌广汽丰田和广汽本田也实现正增长，汉兰达、凯美瑞、雅阁、皓影等车型销量创新高。　　在海外市场，广汽集团实施“ONE GAC 2.0”战略，2025年全年海外销量接近13万辆，同比增长47%，新拓16个市场并建成5家KD（散件组装）工厂，海外网点超过630家。管理层指出：“在新技术、新产品、新服务、新生态四大引擎驱动下，我们将持续构建高质量发展的坚实基础，为未来全球竞争提供韧性动力。”　　小鹏与比亚迪的智能化及数据驱动路径　　“小鹏在科技上的投入不是简单的概念，而是全栈自研的物理AI体系。”小鹏汽车相关负责人在接受记者采访时指出。2025年，小鹏发布第二代VLA大模型、全新Robotaxi、IRON人形机器人以及汇天飞行体系，展示“物理AI+具身智能”战略的落地。　　第二代VLA大模型去掉语言转译，实现视觉信号到动作指令的端到端生成，可跨域驱动汽车、Robotaxi、机器人及飞行汽车。小鹏汽车相关负责人表示：“模型训练数据量接近1亿clips，等同于人类驾驶65000年所经历的极限场景。自我演进学习让我们能推演未来决策场景，提升长尾问题应对能力。”　　Robotaxi实现L4前装量产，不依赖高精地图和激光雷达，可在全球道路直接部署。4颗图灵AI芯片算力达3000TOPS，双冗余硬件保障行驶安全。IRON人形机器人搭载全固态电池和3颗图灵AI芯片，动作自由度82个，实现高阶拟人动作。汇天飞行汽车A868全倾转混电体系实现500公里长航程与360公里/小时最高速度，年产规划1万辆。上述小鹏汽车相关负责人强调：“物理AI不仅是技术展示，更是未来出行场景落地的底座。”　　比亚迪在辅助驾驶技术上的积累也体现了价值跃迁。2025年，天神之眼辅助驾驶车型累计销售超256万辆，辅助驾驶激活比例94.13%，智能泊车激活比例85.97%。比亚迪相关负责人表示：“安全是电动车最大的豪华，我们希望每位用户都能享受到主动安全保护。”　　通过OTA升级，比亚迪持续优化辅助驾驶体验。2025年7月启动最大规模OTA升级强化主动安全，12月推送天神之眼B座舱UI与低速紧急制动MEB功能，实现智能座舱“常用常新”。该负责人强调：“每日1.6亿公里的数据生成，不仅加速算法迭代，也在为全球智能网联汽车产业赋能。”　　然而，从区域产业视角来看，广东在全球高端制造环节仍存在结构性短板。浙江大学城市学院副教授林先平在接受采访中指出，高端芯片和车规级软件自主可控能力不足，产业链“卡脖子”风险依然存在；全球市场布局以中低端为主，品牌溢价难以与国际巨头抗衡。他建议，在资源有限的条件下，区域产业协同是最优路径，“通过共享数据和技术生态，快速补强短板。”　　林先平进一步提出，可建设省级“新能源汽车与智能网联公共数据平台”，整合道路测试、电池安全等核心数据，制定统一标准并开放共享。这不仅有助于降低企业研发成本，也能将被动配合转为主动共建，从而加速创新效率，为产业价值跃迁提供制度和数据支撑。　　近年来，深圳和广州的汽车产业格局已经发生显著变化。比亚迪通过西安、合肥及深汕等多地布局，形成全国产能网络；广汽集团依托番禺改革与海外拓展推动产品矩阵与国际化并进；小鹏汽车以物理AI和低空出行构建技术壁垒。林先平评价：“广东汽车产业的核心转型，不是单纯产量竞争，而是通过技术创新、数据驱动和产业协同，实现从体量优势到价值引领的跨越。”　　广州作为核心基地，不仅拥有整车企业广汽集团、小鹏汽车等，也在零部件、智能网联、低空经济和车路云一体化等前沿方向探索“汽车+”模式。政策规划显示，广州力图到2035年建成万亿级“智车之城”，为全产业链数字化、智能化、国际化发展奠定基础。　　在这一转型实践中，广汽集团、小鹏汽车、比亚迪策略互为补充：广汽集团通过组织改革与技术创新夯实基础，小鹏汽车以全栈AI与飞行出行拓展边界，比亚迪依托数据底座与辅助驾驶普及建立护城河。这种多元创新路径不仅推动企业自身价值跃迁，也为区域汽车产业提供可复制的高质量发展模式。　　2025年的广东汽车产业，是技术、组织、生态、国际化全面发力的一年。规模领跑时代逐渐让位于价值引领的系统性跃迁。企业不再仅靠销量竞争，而是通过技术创新、智能化应用、全球布局和生态协同，打造长期竞争力。　　从广汽集团“番禺行动”、技术护城河与国际化步伐，到小鹏汽车物理AI生态落地，再到比亚迪辅助驾驶普及与数据驱动，广东汽车产业正在完成从“制造大省”向“智能制造+全球化价值高地”的跨越。在全球新能源汽车与智能化赛道的“下半场”，广东汽车产业的每一次技术落地、生态布局与市场拓展，都是价值跃迁的注脚——从“广货全国”，走向“广货全球”。（文章来源：中国经营网）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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智能化、国际化双轮驱动 新能源汽车开启下半场博弈

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智能化、国际化双轮驱动新能源汽车开启下半场博弈