Group 1: RTFM Model Release - The RTFM (A Real-Time Frame Model) was launched by Li Feifei's team, capable of real-time operation, persistence, and 3D consistency, running on a single H100 GPU [1] - The model is designed based on three core principles: efficiency, scalability, and persistence, allowing real-time inference at interactive frame rates with just one H100 GPU [1] - RTFM can autonomously learn from massive video data without relying on explicit 3D representations, and users can interact with it indefinitely, with all scenes permanently retained [1] Group 2: OneStar Robotics Dissolution - OneStar Robotics, a company founded by Li Xingxing, son of Geely's founder, has announced its dissolution after being established in May 2025 [2][3] - The company was positioned in the "embodied intelligence" sector and had received investments from notable firms, including Baidu Ventures [2] - The dissolution may lead to a split where the original platform and business return to Geely, while the technology team may pursue independent ventures [2] Group 3: Smart Connected Vehicles Conference - The 2025 World Intelligent Connected Vehicle Conference has commenced, focusing on the establishment of a national AI automotive application pilot base [4] - The Ministry of Industry and Information Technology aims to advance "vehicle-road-cloud integration" applications and optimize industry standards and competition [4] - Xiaomi's founder, Lei Jun, emphasized the importance of industry unity in developing smart connected vehicles, advocating for collaboration and shared growth [4][6] Group 4: AI and Robotics Developments - Microsoft has launched a series of AI upgrades for Windows 11, enhancing the Copilot feature to support natural interactions through voice, vision, and actions [6] - The Ministry of Industry and Information Technology has initiated a "millisecond computing" action plan, targeting a 70% coverage rate for millisecond latency in urban areas by 2027 [7] - Zhiyuan Robotics has released the new industrial-grade interactive robot, G2, which has already secured several hundred million yuan in orders and is set for commercial delivery [8] Group 5: AI Innovations and Collaborations - Google has updated its Veo 3.1, enhancing narrative and audio control capabilities, and integrating with Gemini API and Vertex AI [9] - Oracle has introduced the OCI Zettascale10, a large-scale AI supercomputer capable of connecting tens of thousands of NVIDIA GPUs, achieving peak performance of 16 zettaFLOPS [10] - Yingmu Technology has launched the INMO GO3 AI smart glasses and plans to create a global AI+AR ecosystem in collaboration with Tencent and Ant Group [11]

Core Viewpoint - Zhejiang Geely Automobile Co., Ltd. has filed a recall plan with the State Administration for Market Regulation, affecting 46,108 vehicles due to potential engine oil compatibility issues that could lead to engine damage and safety hazards [1] Group 1: Recall Details - The recall involves certain 2019 models of the Binrui 1.0T-6DCT and Binrui 1.0T BJ6 produced between December 17, 2018, and March 31, 2020 [1] - The issue pertains to unclear labeling on the engine oil filler cap and user manual regarding compatible oil types, which may result in users using incompatible oil [1] Group 2: Safety and Compliance - The recall is in accordance with the "Regulations on the Recall of Defective Automobile Products" and related management measures, highlighting the company's commitment to safety and regulatory compliance [1] - The potential risks include engine damage and unreasonable emissions, indicating a significant safety concern for affected vehicles [1]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference was held in Beijing, where Geely's chairman Li Shufu discussed new opportunities and pathways for the development of intelligent connected vehicles [1] Group 1: Geely's AI Achievements - Geely has made significant advancements in "full-domain AI," integrating AI technology into various automotive components, transitioning vehicles from "functional machines" to "intelligent life forms" [3] - Key AI technologies include the Flyme Auto2 AI cockpit system, Thunder God AI hybrid system, AI digital chassis, and AI intelligent architecture, all of which are now in mass production [3] - The Qianli Haohan safety assistance driving system, developed in collaboration with Qianli Technology, features the industry's largest hardware and software bandwidth and is a Level 3 intelligent driving solution [3] Group 2: "Heaven and Earth Integration" Strategy - Geely's "Heaven and Earth Integration" strategy aims to create a comprehensive technology ecosystem that combines smart vehicles, intelligent roads, and robust cloud services [4] - The Geely satellite constellation, with 64 operational satellites, represents a significant achievement in China's private commercial space sector, enabling large-scale applications [4] - Geely's subsidiary, Cao Cao Travel, will utilize the satellite constellation for real-time communication services, enhancing emergency response capabilities [4] Group 3: Low-altitude Travel Developments - Geely's Wo Fei Chang Kong has emerged as a leading player in the low-altitude travel sector, with its AE200 aircraft marking a milestone in the development of large manned vertical take-off and landing vehicles [5] - The AE200 is designed to meet diverse travel needs, including intercity travel, airport shuttles, scenic tours, and emergency rescue, with orders covering key economic regions [5] Group 4: Strategic Insights for Intelligent Connected Vehicles - Geely emphasizes the importance of user value and safety in the development of intelligent connected vehicles, ensuring that technology addresses real user pain points [6] - The company advocates for self-research in technology while promoting open collaboration within the industry to accelerate overall progress [6] - Geely calls for the establishment of unified standards and norms in the intelligent connected vehicle sector to facilitate cross-industry integration [6] - The company stresses the need to respect manufacturing principles and industry regulations, viewing the evolution of intelligent connected vehicles as a transformation of the manufacturing sector [6] Group 5: Future Outlook - The wave of intelligent connectivity is reshaping the automotive industry, with China positioned as a key market and innovation hub in this transformation [7] - Geely aims to seize opportunities for collaboration and mutual benefit in the evolving automotive landscape [7]

Core Insights - OneStar, a robotics company backed by prominent investors, has unexpectedly disbanded despite recent funding success, indicating a significant shift in strategy within the Geely Group [1][2][5] - The disbandment reflects a broader internal resource consolidation under Geely's "One Geely" strategy, prioritizing projects that align with the company's long-term vision [5][6] Company Overview - OneStar was established as a key player in Geely's robotics ambitions, securing substantial funding from related investors and adopting a unique "reverse AI" development approach [2][3] - The company built a strong technical team, collaborating with top universities and attracting talent with international experience [2][3] Recent Developments - OneStar's rapid growth included forming partnerships with universities and launching its first robotic product within months of operation [3][4] - However, the company's trajectory changed dramatically after a pivotal event on September 28, where Geely's focus shifted towards supporting Qianli Technology, which overlaps with OneStar's business direction [5][6] Strategic Implications - Geely's decision to dissolve OneStar is part of a strategic realignment to concentrate resources on the most promising ventures, particularly in the high-margin AI and robotics sectors [6][7] - The dissolution raises questions about the future of the talented team at OneStar, as they are not directly integrated into Qianli Technology, which is still in the early stages of its robotics plans [7]

Core Insights - The Chinese automotive market experienced both month-on-month and year-on-year growth in September 2025, with retail sales reaching 2.241 million units, a 6.3% increase year-on-year and an 11.0% increase month-on-month [1] - The trend of "decreasing price competition and stable promotions" is emerging in the market, leading to a more stable automotive environment [1] - Domestic brands continue to outperform, while joint venture brands face challenges, with only a few exceptions showing positive performance [1] Domestic Brands Performance - In September, domestic brands achieved retail sales of 1.5 million units, marking a 13% year-on-year increase and a 12.9% month-on-month increase, capturing 66.9% of the domestic retail market share, up 3.6 percentage points year-on-year [2] - The penetration rate of new energy vehicles (NEVs) among domestic brands reached 78.1%, solidifying their position as a sales driver [2] - BYD remains a leader among domestic brands, although it experienced its first year-on-year decline in sales since March 2024, with September sales at 396,200 units, down 5.52% [2] Key Competitors in Domestic Market - Geely and Chery are actively increasing their market share in the NEV sector, with Geely reporting sales of 273,100 units in September, a 35.24% year-on-year increase [3] - Chery, which recently listed on the Hong Kong Stock Exchange, achieved sales of 255,600 units in September, up 8.90% year-on-year [3] - Other domestic brands like Changan and Great Wall also reported significant growth, with Changan's sales at 266,300 units (up 24.92% year-on-year) and Great Wall's at over 133,600 units (up 23.29% year-on-year) [3] Joint Venture Brands Performance - Joint venture brands saw a month-on-month sales increase but faced year-on-year declines, with mainstream joint venture brands retailing 490,000 units in September, down 6% year-on-year [4] - Luxury brands also experienced a year-on-year decline, with sales of 240,000 units in September, down 1% year-on-year [4] - Volkswagen's joint ventures showed mixed results, with SAIC Volkswagen achieving a record high of 94,100 units sold, while FAW-Volkswagen faced a similar decline as other mainstream joint ventures [4] Performance of Foreign Brands - Japanese brands held an 11.6% market share in September, down 1.1 percentage points year-on-year, with mixed performances among different brands [5] - American brands saw a slight increase in market share to 5.8%, with SAIC General reporting a remarkable year-on-year sales increase of over 124% [5]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference opened on October 16, featuring insights from industry leaders like Lei Jun of Xiaomi, Li Shufu of Geely, and Li Bin of NIO on the development of the intelligent connected vehicle industry [1][3]. Group 1: Industry Development - Lei Jun emphasized that innovations in intelligence are reshaping the definitions of automotive products, production models, business models, and user experiences, calling for industry unity to build a new ecosystem for intelligent connected vehicles [1]. - Li Shufu noted that intelligent connected vehicles have transitioned from conceptual exploration to a new stage of technological breakthroughs and application scenarios, with software-defined vehicles and AI as key drivers [3][4]. Group 2: Key Considerations - Li Shufu outlined four key considerations for the development of intelligent connected vehicles: prioritizing user value while maintaining safety, focusing on self-research for technology, promoting standardization and cross-industry integration, and respecting the essence of manufacturing [4]. - Li Bin highlighted the immense value of achieving fully autonomous driving, which would free up time and create a safer environment by significantly reducing traffic accidents and related casualties [6].

Group 1 - The automotive industry in China is expanding beyond traditional ground vehicles, with companies like Geely and Changan focusing on low-altitude and low-orbit technologies [1][4] - Geely has deployed 64 satellites in low orbit and is exploring satellite communication technology for its brands and Robotaxi services [4][6] - Changan plans to mass-produce humanoid robots by 2028 and aims to launch flying cars by 2030, with a projected market size for embodied intelligence exceeding $23 billion by 2030 [8][10] Group 2 - The penetration rate of L2 advanced driver-assistance systems (ADAS) in passenger vehicles reached 63% from January to July [8] - The chairman of Seres, Zhang Xinghai, reported that the AITO M9 has delivered over 230,000 units and has accumulated over 3.8 billion kilometers of assisted driving mileage [12][14] - BAIC's chairman, Zhang Jianyong, announced the launch of an ADAS based on Qualcomm's 8775 chip, targeting the 100,000 to 150,000 yuan market [15] Group 3 - Lei Jun emphasized the importance of safety in the industry and called for a collective effort to resist online manipulation and "black PR" [23][27] - The smart driving team at Lei Jun's company has grown to 1,800 members, with an initial investment of 5.79 billion yuan [25]

Core Insights - The event marked the delivery of the Geely Galaxy M9 in Jinan, emphasizing the theme "AI makes life better" and showcasing Geely's commitment to customer experience [1][5]. Group 1: Product Features - The Galaxy M9 has achieved over 23,000 pre-orders within 24 hours of its launch, establishing its position as a benchmark in the 200,000-level SUV market [5]. - The vehicle features a spacious design with a length of over 5.2 meters and a wheelbase of 3 meters, accommodating diverse family needs for daily commuting and weekend outings [5]. - It is equipped with the Qianli Haohuan H5 driver assistance system, which boasts 200 TOPS computing power and laser radar for comprehensive road condition perception, making it suitable for Jinan's complex urban environment [5]. Group 2: Customer Engagement and Benefits - Each customer received a delivery gift box containing original floor mats and brand merchandise, enhancing the significance of the delivery moment [8]. - Geely is offering significant incentives for Jinan customers, including a limited-time 10,000 yuan trade-in bonus and a financing plan of "120,000 yuan for 3 years at 0% interest" [8]. - Existing Geely car owners can enjoy an additional 30,000 star points subsidy, reflecting the brand's appreciation for loyal customers [8]. Group 3: Service Commitment - The Jinan Star User Center aims to ensure quick delivery after order placement and will provide personalized vehicle guidance and free software upgrades to enhance customer satisfaction [8]. - The delivery event is positioned as a new starting point for intelligent travel experiences, with Geely committed to continuously meeting user needs through quality products and services [8].

10月16日，在2025世界智能网联汽车大会(WICV)上，吉利控股集团董事长李书福表示，在汽车的全面 智能网联化发展中，用户的核心地位始终没有改变，智能网联技术为用户提供便捷舒适享受的同时，必 须以保障用户安全利益为前提。智能网联技术不应停留在概念和参数上，而应解决用户的真实场景痛 点，只有让用户切实感受到便利与安全，技术才有真正的生命力。 ...

Core Viewpoint - The article discusses the sudden dissolution of OneStar Robotics, a startup in the field of embodied intelligence, which was founded only a few months ago and had recently announced significant funding and high-profile hires [3][4][6]. Company Overview - OneStar Robotics was established on May 9, 2025, by Li Xingxing, the son of Geely's founder Li Shufu, and was positioned as a key player in Geely's robotics strategy [10][11]. - The company aimed to innovate in the "embodied intelligence" sector, focusing on practical applications rather than flashy demonstrations [13][14]. Recent Developments - In July, OneStar Robotics announced the completion of a multi-hundred million yuan "friends and family" funding round, primarily from Geely's ecosystem [16]. - The company secured a notable talent, Ding Yan, from Shanghai AI Lab, who became the CTO and co-founder [17]. - In August, a partnership was formed with Fudan University to establish a joint laboratory, and the first product, "Star Wheel 1," was launched [18]. - By September 17, the company completed another multi-hundred million yuan seed funding round, attracting various investors [19]. Sudden Dissolution - Despite its rapid growth and significant backing, OneStar Robotics was reported to have dissolved its team abruptly, with the reasons for this dissolution still unclear [8][20]. - There are indications that the existing Geely-related platforms and businesses may revert to Geely Auto Group, while the technology team, led by Ding Yan, might pursue independent ventures [9].