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一 |     

Fishermen in South China’s Guangxi Zhuang Autonomous Region return to port to shelter from the typhoon on August 21, 2026. Photo: VCG
    Fishermen in South China’s Guangxi Zhuang Autonomous Region return to port to shelter from the typhoon on August 21, 2026. Photo: VCG
China Meteorological Administration (CMA) issued a Level IV emergency response for typhoon and heavy rain on Saturday, when typhoons including Gaenari, Narra, and Saudel created a rare situation in which three typhoons were active simultaneously over the South China Sea and the Northwest Pacific. 
As Typhoon Gaenari, the 20th typhoon of this year, formed on Saturday afternoon, a total of 20 typhoons have formed since January this year, well above the historical average of 13.4 typhoons form from January to August, despite August is not yet over. Statistics also show that typhoons have formed every month from January through August this year, with the number of typhoons generated each month exceeding the average for the same period in previous years, Beijing Daily reported. 
Typhoon Gaenari was about 320 kilometers east-northeast of Taipei on China’s Taiwan, as of 2 pm on Saturday, packing maximum winds of 18 meters per second near its center. 
Typhoon Gaenari is expected to move rapidly northwestward at a speed of 35 to 40 kilometers per hour, with little change in intensity, China Central Television reported on Saturday.
While the combined influence of Typhoon Narra, the 19th typhoon of this year,and the southwest monsoon is set to bring heavy rain to parts of South China and coastal areas of East China’s Zhejiang and Fujian provinces over the next three days, Typhoon Saudel, this year’s 18th typhoon, is forecast to move northwest and strengthen. 
China’s National Meteorological Center maintained a blue typhoon warning on Saturday morning, with Typhoon Narra centered over the Beibu Gulf, about 30 kilometers south of Dongxing city, South China’s Guangxi, China Central Television (CCTV) reported. 
Typhoon Narra is forecast to linger over the Beibu Gulf from Saturday afternoon to Sunday night, strengthening to a severe tropical storm before slowly moving northeastward and northward from Monday. It is expected to weaken as it approaches the Leizhou Peninsula in Guangdong and coastal areas of southern Guangxi. 
Typhoon Narra and the southwest monsoon are expected to bring heavy to torrential rain to Hainan, southern Guangxi and coastal Guangdong over the next three days, with some areas facing extreme rainfall. 
China’s National Flood Control and Drought Relief Headquarters and the Ministry of Emergency Management activated a Level IV emergency response for flood and typhoon control in Hainan, Guangxi and Guangdong at 8 pm on Friday.
Meteorological experts warned that Typhoon Narra will follow a complex track and linger over the Beibu Gulf, urging heightened precautions for maritime activities, transportation and coastal tourism. Heavy rain could trigger mudslides, landslides and flooding, while localized severe weather may also cause secondary disasters, chinanews.com reported. 
In addition, Sun Qianqian, a meteorological analyst with the CMA, said that sea surface temperatures along Typhoon Saudel’s path are relatively high, and the storm is expected to intensify rapidly in the coming days, potentially reaching super typhoon strength. Around Wednesday, it is expected to pass through the Ryukyu Islands and move into the East China Sea, after which its track remains somewhat uncertain.
According to Sun, an active South China Sea monsoon and multiple interacting tropical systems are expected to bring heavy rain to coastal areas from southern to eastern China through Monday. Southern Guangxi, Hainan, southern Taiwan Island, eastern Guangdong, southern Fujian and southern Shandong are likely to see the heavy rainfall, with risks of rain-related secondary disasters, CCTV reported. 
Global Times

二 |     

[ 资讯] 5月28日,小鹏MONA M03(参数|询价) Max新车上市发布会在京举行。发布会后,小鹏汽车董事长何小鹏、自动驾驶负责人李力耘、MONA产品系列负责人杨光就市场竞争、智驾技术路线、全球化战略等问题接受媒体群访,同时,围绕 “人机共驾” 模式下的保险责任问题也成为讨论焦点。

三 |

应对行业内卷:聚焦科技与全球化,拒绝单纯价格战

针对近期车企降价,何小鹏表示,当前价格战仅是 “开胃菜”,未来五年竞争将更激烈。他强调,小鹏的应对策略是 “不卷价格,卷科技”,核心路径包括:强化科技研发,聚焦具身智能与汽车的深度融合,推动高阶智驾技术落地。
同时,加速全球化布局,MONA系列将作为全球化车型,推出左舵/右舵、纯电/超电(增程)版本,以长期主义稳扎海外市场,避免重蹈中国摩托车企业因质量问题退出越南市场的覆辙。向新质生产力转型,通过全栈自研提升技术壁垒,依托十一年技术积累突破行业价格与智驾能力的平衡点。

四 |

智驾技术路线:坚持高算力与纯视觉方案,人机共驾成亮点

在智驾技术层面,何小鹏指出,算力是智能汽车的基础,500TOPS是L2级智驾的理想标准,未来L3/L4级算力需求将持续提升。他强调,小鹏坚定走纯视觉+高算力路线,“激光雷达方案虽易研发,但纯视觉方案在大模型与算力支撑下,能实现更高的全域安全与体验上限”,并透露下个月将发布相关技术进展。
当晚小鹏全球首发的“人机共驾”功能成为焦点,小鹏自动驾驶负责人李力耘表示,该功能通过AI算法与全栈自研能力,实现驾驶员与智驾系统的无缝协作,例如通过方向盘转动幅度智能判断接管需求,数据反馈将反哺大模型优化。何小鹏以“大脑+小脑+脊椎”类比,强调人机共驾是迈向完全自动驾驶的必经阶段,未来将实现三者的深度耦合。
随着智能驾驶技术的发展,“人机共驾”模式下的事故责任认定和保险问题备受关注。今年4月28日,小鹏汽车就曾推出智能辅助驾驶安心服务,即业内所称的“智驾险”,售价239元/年,车主在小鹏APP即可购买,最高补偿可达100 万元。

五 | 据小鹏汽车销售顾问和官方客服介绍,若从开启智驾到智驾退出5秒以内出现智驾事故,可获得赔付,且赔付由小鹏汽车负责。不过值得注意的是,购买该服务的前提是车主必须先购买与小鹏合作保险公司的商业险。

六 |

事实上,自去年以来,极越、鸿蒙智行、阿维塔等车企也相继推出智驾险服务。但目前市场上的智驾险多被定位为增值服务,并非传统意义上经监管部门备案的保险产品。由于现行道路交通安全法尚未明确“人机责任”划分标准,加上车企对驾驶数据的掌控,使得事故定责存在争议,同时部分承保范围与传统车险重叠,引发了消费者对重复投保和转嫁责任的质疑。
对此,何小鹏认为,驾驶主体正从“人”向“自动驾驶系统”转换,保险公司面临精算模型重构、风险评估难度增加和费率制定困难等问题。他建议鼓励车企与保险公司联合开发适配产品,通过数据共享优化保险精算模型,合理确定保险费率和保障范围,进一步释放消费市场需求。

产品与市场策略:MONA系列成销量担当,品牌向上路径清晰

MONA M03作为小鹏销量担当,已交付12万台,连续8个月位居A级纯电轿车市场第一。针对品牌向上的质疑,何小鹏表示,小鹏将形成10万-50万元价格带的全域产品矩阵:MONA巩固10万-20万元市场,P7+、X9等车型覆盖中高端市场。他强调,品牌向上依托技术力与产品力,而非单纯价格区间,现有车型未来将通过推出超电版提升竞争力。

七 |

谈及盈利预期,何小鹏透露,小鹏计划今年四季度实现盈利,当前研发投入(含飞行汽车)近百亿元,但毛利持续提升,亏损快速收窄,目标通过“同级最高科技+合理毛利” 实现可持续发展。

八 | (编译/ 岳长兴)

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