“建约日报 01.26”李想召开线上公司全员会 L4最晚28年落地；北汽蓝谷拟投资19.91亿元升级享界超级工厂

建约车评

01/26

车型·车市1.特斯拉部分车型更新限时购车政策含7年超低息/8,000元保险补贴等智驾·智舱1.李想召开线上公司全员会 L4最晚28年落地2.佑驾创新获某车企13亿智驾订单3.文远知行自动驾驶小巴在比利时开启商业运营4.特斯拉无人出租车Cybercab将于4月量产5.深蓝S09汽车开启 V5.1.0版本OTA企业·财经1.北汽蓝谷：拟投资19.91亿元升级享界超级工厂车型·车市1.特斯拉部分车型...

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3后轮驱动版/长续航后轮驱动版/长续航全轮驱动版的用户还可享8,000元保险补贴、8,000元车漆选装礼金（经特斯拉车主引荐）、特享充电权益三选一、智能辅助驾驶限时转移等权益。智驾·智舱1.李想召开线上公司全员会 L4最晚28年落地1月26日，据《一见 Auto》报道，理想汽车CEO李想召开了一场线上全员会。2026年是所有想要成为AI头部公司上车的最后一年；最晚2028年，L4一定能落地；同时布局基座模型、芯片、操作系统、具身智能等业务的公司，最终全球不会超过3家，理想汽车会努力成为其中一家。未来，理想会进一步强化具身智能的品牌定位，而不仅仅是创造移动的家。报道提到，在上述重要的时间节点之外，李想还明确了一点：在汽车之外，理想一定会做人形机器人，并会尽快落地亮相。2.佑驾创新获某车企13亿智驾订单1月25日，佑驾创新发布公告，其新获某知名车企的项目定点通知，将为该客户面向国内及海外市场的广泛车型开发并提供一系列先进的智能驾驶产品。根据合作规划，该项目预计全生命周期订单总额超人民币13亿元，并计划于2026年中启动量产。3.文远知行自动驾驶小巴在比利时开启商业运营1月26日，文远知行官方宣布，其自动驾驶小巴Robobus在比利时鲁汶市（Leuven）正式开启商业运营。目前，文远小巴作为当地公共交通公司De Lijn的16路公交车投入常态化公开运营，这是欧洲首次在混合复杂交通的城市中心实现自动驾驶车辆的商业化部署。据介绍，文远小巴的运营线路往返于鲁汶中央火车站（Leuven’s main railway station）与赫弗勒（Heverlee）地区，串联起鲁汶市中心多个交通枢纽和高校密集区域，乘客可通过短信或De Lijn应用便捷购买电子车票乘车。4.特斯拉无人出租车Cybercab将于4月量产1月26日，马斯克在X平台回帖，确认特斯拉旗下自动驾驶无人出租车Cybercab将于今年4月量产，目前原型车已在美国阿拉斯加展开冬季测试。马斯克此前曾提醒，Cybercab的量产初期进度会相当缓慢，这是因为“新车型的产能爬坡通常呈S型曲线，初期产量往往受限于大量全新零部件和制造工艺”。5.深蓝S09汽车开启 V5.1.0版本OTA1月25日，深蓝汽车官方宣布，深蓝S09已开启新版本OTA（整车版本将升级至 V5.1.0），将带来鸿蒙座舱HarmonySpace 5及生态应用的进化，覆盖交互、体验、驾乘方面。优化音响音效：低音更澎湃、中音更润泽，影音体验更沉浸；新增应用内DLNA投屏：手机和车机连接同一WiFi后，支持DLNA协议的App（如腾讯视频、爱奇艺、优酷视频等）可直接投屏到车机屏幕上；优化儿童精灵生态应用；新增深蓝魔画功能，支持语音或文字输入内容，AI一键生成图片或者主题故事绘本。企业·财经1.北汽蓝谷：拟投资19.91亿元升级享界超级工厂1月23日，北汽蓝谷发布“关于投资建设享界超级工厂高端平台车型产业化及产线数智化提升项目的公告”。公告称，2023年，为满足新车型建设及投产需求，北汽蓝谷新能源科技股份有限公司（以下简称“公司”）子公司北京新能源汽车股份有限公司（以下简称“北汽新能源”）对北京高端智能生态工厂建设项目进行迁址变更，打造享界超级工厂，用于生产升级后的BE22平台产品。享界超级工厂改造后导入生产了享界S9、享界S9T等车型。为持续提升品牌价值，增强企业竞争力，满足子公司基于整体发展战略制定的产品规划，北汽新能源拟投资建设享界超级工厂高端平台车型产业化及产线数智化提升项目，对享界超级工厂关键工艺、设备进行升级，同时开展数智化升级改造，以具备BE22 3.0高端平台车型生产能力，并全方位提升制造体系的柔性化、效率、质量和智能化水平。本项目预计总投资人民币199,100万元。公司于2026年1月23日召开十一届十五次董事会，审议通过了《关于投资建设享界超级工厂高端平台车型产业化及产线数智化提升项目的议案》，本次投资金额未达到股东会审议标准，因此无需提交股东会审议。新闻回顾（1月23日）车型·车市1. 奕境汽车首款车型官方谍照发布智驾·智舱1.轻舟智航乘用车辅助驾驶搭载量超过100万台2.特斯拉2026年底前在美国建立广泛Robotaxi网络3.广汽埃安新一代Robotaxi R2正式交付4.曹操出行与吉利共同开发Robotaxi 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