Core Viewpoint - The 21st Shanghai International Automobile Industry Exhibition showcases the latest technological advancements and innovations in the automotive industry, with a focus on intelligent and connected vehicles, highlighting the role of companies like Zhongxin Kezhilian in leading the transformation towards automotive intelligence and connectivity [1]. Group 1: Vehicle Communication Products and Solutions - Zhongxin Kezhilian offers a comprehensive C-V2X full-stack solution, including C-V2X communication modules, C-ITS protocol stack, application scenario software, and testing services [4]. - The DMD3A and DMD5x series C-V2X communication modules have passed rigorous automotive-grade reliability tests and received A-SPICE Level 3 certification, meeting high reliability and stability requirements for automotive applications [4]. - C-V2X hardware and software products have been mass-produced in various fields, supporting applications such as intelligent traffic signal interaction and vehicle beyond-visual-range perception, facilitating the evolution of assisted driving to higher levels of automation [4]. Group 2: Connected Intelligent Driving - In the field of connected intelligent driving, Zhongxin Kezhilian has developed a full-stack intelligent driving solution covering levels L0 to L4, centered around domestically produced chips and a collaborative hardware-software evolution [6]. - The C-V2X connected intelligent driving domain controller solution enhances driving safety and traffic coordination efficiency with capabilities for "beyond-visual-range, early perception, and early braking" [6]. - The high-performance computing platform and open software architecture of the domestic high-computing intelligent driving domain controller enable autonomous and controllable intelligent driving production [6]. Group 3: Intelligent Cockpit - Zhongxin Kezhilian has established an innovative solution system for intelligent cockpits, focusing on domestic technology and supporting multi-modal interaction to create differentiated intelligent experiences for automotive companies [8]. - The multi-modal interactive cockpit integrates voice, gesture, touch, and scene perception engines, providing personalized user experiences based on individual preferences and habits [8]. - The full-scene safety closed-loop solution integrates cockpit and parking domain hardware, supporting functions like automatic parking and driver monitoring, achieving comprehensive intelligent management from cockpit to parking [8]. Group 4: Future Vision and Market Position - Zhongxin Kezhilian is actively building a full-stack solution for intelligent connected vehicles with core intellectual property, addressing the industry's urgent needs for safety, efficiency, and experience [10]. - The company aims to contribute to the development of an autonomous and controllable intelligent connected new energy vehicle ecosystem, driving the success of the automotive industry's new four modernizations [10].

Core Insights - The 2025 Shanghai Auto Show marked a shift in focus from power batteries to intelligent driving technologies, with companies emphasizing their advancements in smart driving systems [2] - The promotion of intelligent driving technologies adhered to regulations set by the Ministry of Industry and Information Technology, avoiding misleading terms and focusing on realistic portrayals of capabilities [2][16] - Key trends observed include accelerated technological iterations, deeper scenario-based implementations, and a balance between safety and user experience [2] Intelligent Driving Technology Routes - Five distinct intelligent driving technology routes were showcased, reflecting the diversity of approaches within the industry [3] - Huawei's multi-sensor fusion route, emphasizing high-precision perception through 192-line LiDAR, was prominently featured, showcasing its latest advancements [4] - Tesla represents the pure vision technology route, while companies like Xiaopeng have shifted from LiDAR to pure vision technologies [4] End-to-End Large Model Approach - The end-to-end large model route emerged as a popular technology path, aiming to evolve from "mimicking humans" to "surpassing humans" [5] - Huawei's ADS 4.0 completed 600 million kilometers of high-speed L3 simulation testing, indicating readiness for commercial deployment [7] - Xiaopeng's 720 billion parameter autonomous driving model, significantly larger than mainstream models, demonstrates advanced decision-making capabilities [7] Scene-Based Implementation - Intelligent driving technologies have transitioned from concepts to practical applications, with nearly all participating companies demonstrating real-world implementations [9] - Ideal's L6 model features dual Thor-U chips with 1400 TOPS of computing power, enhancing performance in complex driving scenarios [10] - Leap's C16 model has reduced the price of LiDAR-equipped vehicles to the 130,000 yuan range, improving parking efficiency by 40% [13] Safety and Redundancy - Safety redundancy has become a focal point, with companies emphasizing their systems' ability to handle various driving conditions [14] - The collaboration between 4D Mapping and Qualcomm introduced a comprehensive safety architecture, ensuring 100% redundancy in core functionalities [15] Regulatory Compliance - Recent regulatory tightening has prompted companies to adopt a more rational approach to marketing their intelligent driving technologies [16] - Companies like Xiaopeng are proactively educating users about the limitations and proper use of their driving assistance features [16][17] L3 Level Autonomous Driving - The auto show highlighted the imminent arrival of L3 level autonomous driving, with some companies already meeting hardware requirements [18] - L2 level driving assistance has become standard in new vehicles, with a penetration rate of 55.7% expected to exceed 65% by 2025 [18] - L3 level autonomous driving has shown high success rates in highway scenarios but faces challenges in urban environments, particularly under adverse conditions [18]

编前：今年上海车展，混合动力车型持续火热，无论是在整车企业还是在零部件企业的展台上，车用动力多元化的发展趋势愈加明晰。在车展前不 久，浩思动力（ Horse Powertrain ）旗下子公司 Aurobay 极光湾科技凭借其革命性的高性能混动系统，荣获有 " 汽车界奥斯卡 " 之称的美国 PACE 大奖。这不 仅是 Aurobay 极光湾科技的成就，更是中国车用动力在全球汽车技术领域上的重大突破。浩思动力在上海车展完成首秀后，中国汽车报社总编辑桂俊松与 极光湾科技首席执行官王瑞平就此进行交流。 桂俊松：就在上海车展前不久， Aurobay 极光湾获得了被誉为 " 汽车界奥斯卡 " 的美国 PACE 大奖，我想这不仅是 Aurobay 极光湾的成就，更是中国汽车 动力技术进步与产业化成就的体现，请谈谈您的感受。 王瑞平：PACE大奖是由《美国汽车新闻》杂志主导的专业而且独立性很强的行业奖项，是全球汽车领域的顶级奖项。而且就像奥斯卡颁奖一样，直 到开奖那一刻，我们都并不知晓最终花落谁家。所以当得奖的消息传来，大家都十分振奋，也受到了极大的鼓舞。 桂俊松：在浩思动力这家合资公司中， Aurobay 极光湾科技的优 ...

Group 1 - The core theme of the conference held by Success Automobile is the globalization of "Chinese manufacturing" and the importance of building an ecosystem for competitive advantage [1][3] - Success Automobile has established a global sales network covering 50 countries and regions, with five overseas KD factories in Brazil, Argentina, Myanmar, Vietnam, and Ethiopia, enhancing delivery efficiency and cost optimization [3][5] - The company has achieved significant growth in overseas sales, with over 4,000 vehicles sold, marking a year-on-year increase of 268%, particularly excelling in the micro truck market [5] Group 2 - Success Automobile aims to become a leading enterprise in light commercial vehicles under 6 meters within 3 to 5 years, focusing on product upgrades and market expansion [6][8] - The "12345" overseas strategy framework includes a user-centered approach, dual technology focus on efficient and intelligent vehicles, and deepening market presence in South America and the Middle East [8][10] - The company plans to enhance product quality, marketing, and service, with commitments to order fulfillment and regional customization, targeting 60,000 units in overseas sales by 2029 [10][11] Group 3 - Success Automobile emphasizes a three-dimensional strategy of "technical compliance + tariff optimization + localized production" to navigate high tariff barriers and technical certification challenges [11][13] - The company aims to transition from "product output" to "technical standard output," leveraging innovation and ecosystem collaboration to reshape the global commercial vehicle landscape [11][13]

KD6630作为国内首款车规级自主可控以太网交换芯片，早在2024年便已崭露头角。国家新能源汽车技术创新中心向神经元公司提出采购10万片KD6630 车规Switch芯片，这一订单标志着KD6630正式进入定点上车阶段，开始在汽车产业中发挥关键作用。KD6630芯片具备8路千百兆自适应以太网接口、8路 4月23日，2025上海国际车展盛大启幕，全球汽车产业的目光聚焦于这场科技与创新的盛宴。 在此次车展的中国芯展区，东土科技孵化并入股的神经元公司全链自主可控车规通信芯片KD6630备受瞩目，荣获由中国汽车芯片联盟与中国电子报颁 发的"2025年度影响力汽车芯片"奖项。这一荣誉的背后，是神经元公司多年来在技术研发上的不懈努力，以及对汽车芯片产业自主可控发展的坚定追求。 东土科技作为神经元公司的创始股东，依托其广泛的市场资源，联合产业链生态伙伴积极推动各类自主芯片在汽车、工厂自动化、石油化工、储能、新 能源、机器人、楼宇等多个关键领域加速落地，也助力其逐步成为我国新型工业化进程中的核心支撑技术之一，为筑牢新型工业化安全屏障贡献"东土方 案"。 CAN/CAN - FD以及4路LIN，能够实现车载异构网络数据在不同网 ...

Core Viewpoint - The 2025 Shanghai Auto Show serves as a significant platform for showcasing innovative technologies in the automotive industry, with a focus on smart vehicle storage solutions [1] Group 1: Company Overview - Jiangbolong, a leading enterprise in the semiconductor storage field, debuted its self-developed automotive storage products and PTM full-stack customization services at the auto show, highlighting its strong innovation capabilities in smart automotive scenarios [3][6] - The company has established deep partnerships with over 20 OEMs and more than 50 Tier 1 automotive clients, creating a solid competitive barrier in the automotive storage sector [6] Group 2: Product Launch and Features - Jiangbolong introduced several innovative automotive storage products, including automotive-grade eMMC custom versions, UFS, LPDDR4x, and SPI NAND Flash, all adhering to AEC-Q100 reliability standards, catering to advanced applications like smart driving and automotive AI [3][8] - The automotive-grade eMMC custom version, featuring the WM6000 controller, supports high-speed modes with a maximum capacity of 128GB and operates within a temperature range of -40℃ to 105℃, suitable for mid-lightweight intelligent automotive scenarios [8] Group 3: Technological Innovations - The launch of automotive-grade LPDDR4x represents a significant breakthrough, offering capacities from 2GB to 8GB, a speed of 4266Mbps, and a 30% increase in bandwidth utilization, enhancing AI voice interaction response times in smart cockpits [11] - The LPDDR4x product incorporates advanced technologies such as ODT and DQS, ensuring stable data transmission in complex electromagnetic environments while maintaining performance and energy efficiency [11] Group 4: Future Plans - Jiangbolong is building a comprehensive automotive-grade product matrix, with plans to introduce automotive-grade LPDDR5, NOR Flash, and UFS4.1 in the near future, aiming to set new benchmarks in storage technology for the rapidly evolving smart automotive industry [12]

汽车产业变革浪潮下，新能源化、智能化技术加速演进，也对车身材料提出全新要求。在此背景下，汽车用钢材料正向更高强度、更轻量化和更低碳环 保迭代升级。 作为汽车用钢综合解决方案提供商，VAMA紧跟行业发展趋势，通过生产本地化以及在新钢种研发领域的创新升级，持续助力汽车制造迭代升级。今年 上海车展期间，VAMA&GONVVAMA联合展出多款汽车用钢前沿技术和产品，并发布了驭简™多零件集成解决方案，引领汽车用钢技术迈向新高度。 除了提供车身轻量化钢材解决方案，VAMA还大力推广热成形钢在电池包上的应用。此次展出的全新钢制电池包解决方案，则是其与电池及电池壳体企 业协同研发而来，相较传统铝制电池包设计，可在有效控制重量、大幅提升强度的同时，实现降本40%以上。 从铝硅镀层热成形钢产品，到多零件集成解决方案，再到钢制电池包，一系列汽车用钢前沿技术和创新解决方案的展出，无不体现 VAMA&GONVVAMA对当下汽车产业智电转型的深度赋能，更勾勒出未来汽车制造在材料、工艺与安全标准上的革新路径。更值得关注的是，VAMA的母 公司安赛乐米塔尔将向其转让24个先进钢种，更将使全球最前沿的汽车用钢技术与中国市场需求深度融合。 杨峥 ...

而出现在今年上海车展上的环视投影屏系统，就是这样一项新技术。据称，其已经被国内外多家车企的智能化新车型瞄上。 提供"沉浸式"全景视域 环视投影屏系统之所以被看好，是因为其技术含量更高。在比拼技术的时代，技术含量决定前程命运，似乎已经成为一个规律。 据介绍，环视投影屏系统是3D全景影像与AR技术深度融合的产物。其通过车身四周的多颗广角摄像头采集实时影像，经图像拼接算法消除光学影像畸 变后，以1:1比例投射到前挡风玻璃或驾驶舱环绕式屏幕上，形成360°无死角的鸟瞰视图。其有别于传统的2D分割屏，新的系统引入了3D建模技术，可动态 标注障碍物距离、预判车辆轨迹，还可以通过AR叠加导航箭头与路况信息，使驾驶员无需低头即可在前方的投影中看清全场景路况。可以将车速、续驶里 程等关键数据集成于前挡风玻璃下方的弧形投影区，视线移动幅度较传统仪表盘降低60%，显著提升驾驶专注度，这无疑大为提高了安全性。 "这一技术系统尤其需要算力的支持，因此需要足够算力的车载算力芯片。"西安工业大学微电子技术实验室工程师魏冬向记者介绍，在这一技术系统的 发展过程中，随着智能汽车硬件架构的轻量化与算力升级、以及车载芯片性能提升，环视投影屏系统将 ...

近年来，随着中国品牌汽车的崛起，外资汽车的市场份额被压缩。公开数据显示，中国品牌乘用车 的市场份额从2020年的38.4%提升至2024年的65.2%。2020年外资汽车品牌在中国市场的份额为64%左 右，2024年下降至37%～39.5%。两者几乎是掉换了位置。 中国是全球第一大汽车消费市场，每年3000多万辆的销量，全球找不到第二个单一市场能够消化这 么大的销量。失去中国市场，外资汽车企业将失去一大块利润。近段时间以来，外资汽车企业随着中国 市场的变化也在调整。 外资汽车品牌势微 若干年前，外资品牌汽车不愁销路，每款新车上市都受到不少消费者的热烈追捧。然而，随着中国 品牌汽车崛起，外资品牌市场份额被压缩，有的甚至关门大吉，撤出中国市场。整体上，外资汽车品牌 势微已是不争的事实。 大众汽车是中国市场规模最大的外资汽车企业，不仅有合资的南北大众，还有与江淮汽车共同出资 的合资汽车企业，多年来，大众汽车销量占据中国市场头把交椅。中国市场对大众汽车而言，极为重 要，不仅为大众汽车输出了大量的利润，也为大众汽车占据全球销量榜单前列做出了贡献。 据大众汽车财报数据显示，2024年，大众汽车集团全球销量为902.74万 ...

Group 1: Industry Trends - The auto show emphasizes innovation technology and intelligent safety as core themes, highlighting a consensus in the industry where both multinational giants and local companies are actively expanding their collaboration networks to integrate into the Chinese automotive ecosystem [2] - The automotive industry is undergoing a transformation period where electric vehicle sales are expected to surpass those of fuel vehicles, with companies like Valeo leveraging their technological and resource advantages to provide differentiated support [9][11] Group 2: Company Collaborations - Intel is intensifying its focus on the Chinese automotive market by forming strategic partnerships with various companies, including Hezhima Intelligent and BOS Semiconductors, to build a comprehensive smart vehicle ecosystem [3][6] - Intel and Hezhima Intelligent jointly launched a cabin-driving integration platform that supports L2+ to L4 level assisted driving solutions, with plans for reference design release and mass production preparation by Q2 2025 [5] - Bosch and Horizon signed a strategic cooperation memorandum to develop a new multifunctional camera platform based on Horizon's chip, aiming for mass production by mid-2026 [8] - Valeo has established a strong presence in China with 27 production bases and 13 R&D centers, with over 60% of its business orders in 2024 coming from local OEMs, making China its largest single-country market [9][11] Group 3: Technological Innovations - Intel's collaboration with BOS aims to integrate AI accelerator chips into SDV SoC to enhance in-vehicle AI performance, accelerating the application of AI technology in the automotive sector [6] - Bosch's upgraded auxiliary driving solution based on Horizon's chips can achieve up to 128 TOPS of computing power, with plans for deployment by the end of 2025 [8] - Valeo's CEO emphasizes China's role as a leader in electric vehicles, advanced driving assistance, and smart lighting, driving global trends in these areas [11] Group 4: Market Dynamics - The collaboration among multinational suppliers like Intel, Bosch, and Valeo with local innovators is accelerating the innovation iteration of smart automotive technologies, propelling the Chinese automotive industry to higher levels [11]