新宿天鹅
蔚来李斌:中国汽车进入“最残酷决赛阶段” 三五年尘埃落定_我的网站

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In 2025, Beijing recorded 311 days with good air quality and only one heavily polluted day, compared with 58 heavily polluted days in 2013, when the city officially began releasing PM2.5 monitoring data. The annual average PM2.5 concentration, a key indicator of air quality, fell from 89.5 micrograms per cubic meter in 2013 to 27 micrograms per cubic meter in 2025, a decline of nearly 70 percent.
The progress has drawn international attention. The United Nations Environment Programme has highlighted Beijing's experience in improving air quality as a model for other cities.
According to experts at the Beijing Municipal Ecological and Environmental Monitoring Center, the cleaner air is the result of a comprehensive system integrating environmental monitoring, scientific analysis, policymaking, regional cooperation and law enforcement -- with digital technologies now woven into every link of that chain.
MORE TARGETED APPROACH
Effective governance begins with accurate monitoring. Beijing has established a multi-level air-quality monitoring network. Figures show 35 standard monitoring stations across the city continuously measure six major pollutants, while more than 1,000 compact sensors deployed across communities and townships provide more detailed information on local air-quality variations.
The monitoring system was gradually built by the Beijing Municipal Ecological and Environmental Monitoring Center, one of China's earliest ecological and environmental monitoring institutions, responsible for monitoring Beijing's air, water, noise, soil environments and ecosystems.
The center has developed an analytical system that can identify around 125 components of PM2.5, covering most of its composition and helping researchers trace pollution sources.
"Source analysis helps us identify the major contributors to pollution at different stages, providing a scientific basis for policymakers to target key emission sources," said Li Yunting, technical director at the center.
Coordinated by the Beijing Municipal Ecology and Environment Bureau, the center has conducted four rounds of PM2.5 source analysis studies with other institutions, with results released in 2014, 2018, 2021 and 2025.
The latest analysis showed that regional transport contributed 57 percent of Beijing's PM2.5 pollution. Among local sources that accounted for the remaining 43 percent, vehicle emissions and residential sources represented the largest share of pollution, a distinctive characteristic of a major international metropolis.
The monitoring results have provided scientific support for a series of pollution-control measures. For example, Beijing has promoted new-energy vehicles to reduce transport emissions and adopted advanced techniques, including air-supported membrane structures, to control dust emissions. Meanwhile, coal combustion pollution, once a major contributor, has almost been eliminated and is no longer listed among the main sources, reflecting broader national efforts to reduce coal consumption, promote clean energy and upgrade heavily polluting industries.
With PM2.5 concentrations now at relatively low levels, further gains in air quality will depend on more targeted, science-driven approaches.
SMARTER ENVIRONMENTAL GOVERNANCE
Beyond monitoring pollution, Beijing has built a data-driven environmental governance system that links monitoring, regulation and enforcement in a closed loop from detection to action and follow-up evaluation.
Developed by the center and known as the innovative regulation-monitoring-inspection linkage model, the system integrates artificial intelligence, the Internet of Things, satellite remote sensing and vehicle-mounted monitoring technologies to pull together environmental data from multiple sources onto a unified platform.
"The system brings information that was once scattered across different departments onto a single platform," said Zhang Likun, director of the smart system division at the center, adding that this enables off-site enforcement and joint cross-sector actions involving housing, water resources and transportation, significantly improving the efficiency and precision of environmental management.
Using more than 30 intelligent algorithms, the platform automatically analyzes data and identifies potential pollution risks, based on which monitoring staff identify the most pressing problems and forward them to enforcement departments.
The approach has already drawn international attention. Clean Air Asia, an international nongovernmental organization focused on improving air quality across Asia, featured the system as a representative case study in its "China Air 2025" report. The model was also presented at the 2026 Better Air Quality Conference and recognized with the Certificate for Clean Air Best Practice Sharing.
China has integrated ecological conservation into its modernization drive. As the country speeds up efforts under the Beautiful China Initiative, Beijing's experience demonstrates how technology can support more precise, coordinated and sustainable environmental governance.
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C | 接下来三五年,最后的玩家差不多就会尘埃落定。
一家车企到底能不能跟上?会不会被甩下?最近两年会是非常重要的一个时期。第二,纯电渗透率加速爬升阶段。
D | 今年中国车市所有动力形式,其实只有纯电在增长,插混、增程包括纯燃油都在下跌。背后最根本的原因,还是因为纯电技术包括充换电基础设施数量都到了一个拐点。去年,李斌曾提出“纯电拐点论”,今年的销量数据证明了他的判断。

E | 第三,从品牌混沌期进入品牌澄清期。过去,消费者购买新能源车更多是比较各种参数,但此刻随着技术逐渐收敛,产品实际体验愈发同质化,品牌的重要性开始提升。在李斌看来,越来越多的用户选车开始先选品牌,也逐步接近过往汽车行业的一个规律。第四,从单点竞争进入体系竞争阶段。

F | 站在李斌的角度,过去靠一招鲜、一个长板赢得胜利,在今天的车市大环境下已经失效。相比之下,现在的竞争是研发、供应链、制造、质量、销售、服务甚至资本市场等维度的全面竞争。像极了泥泞路上的马拉松,就看谁能挺下去。
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Published on:18:20:45
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