Core Insights - The automotive industry is on the brink of a significant transformation driven by artificial intelligence, moving from traditional vehicles to "intelligent wheeled life forms" that can interact with users and adapt to their needs [1][2][4] Industry Trends - The "Global AI Technology Conference" coincided with the release of the State Council's document on deepening the integration of AI with the real economy, setting a target for significant advancements by 2027 [2] - Industry leaders emphasize the need to shift focus from hardware specifications and price wars to creating vehicles that can think, learn, and collaborate within smart city traffic networks [2][4] Technological Developments - Discussions at the conference highlighted the importance of AI in transforming the automotive landscape, with leaders proposing that future vehicles will communicate with traffic systems to optimize travel efficiency [4][6] - The report released by the Automotive Home Research Institute identified five core trends shaping the future of China's electric vehicle market, including the widespread adoption of advanced driver-assistance systems and the emergence of RoboTaxi services [6][7] Consumer Behavior Changes - A significant shift in consumer perception has occurred, with the percentage of users viewing "intelligence" as the core advantage of electric vehicles rising from 30% to 73% over three years [7] - The relationship between consumers and vehicles is evolving into a "two-way selection" process, where consumers will demand rigorous testing of vehicles' intelligent features before purchase [8] Safety and Ethical Considerations - Despite advancements, a report indicated that 85% of tested vehicles required human intervention during assisted driving, highlighting the critical need for safety and reliability in AI-driven vehicles [8] - Industry leaders have called for a focus on core technological breakthroughs, expanding from "single vehicle intelligence" to "industry-wide intelligence," while maintaining safety and ethical standards [8][9] Company Strategies - Automotive Home is leveraging its data assets and self-developed models to enhance both consumer and business services, aiming for a dual upgrade in user experience and ecosystem services [9] - The integration of AI into vehicles is seen as essential for modern automotive products, positioning it as a critical competitive advantage for all market participants [9]

Group 1 - The "Global AI Technology Conference" held in Beijing focuses on the integration of AI technology with the automotive industry, exploring innovative paths and development opportunities [1][3] - The conference emphasizes the importance of deep integration of AI with key sectors by 2027, aiming for rapid growth in the core industries of the smart economy [3] - The automotive industry is undergoing a critical phase of intelligent transformation, with significant achievements in AI applications [3][5] Group 2 - The conference features discussions on the future of intelligent driving, with insights from industry leaders on the advancements and challenges in autonomous driving technology [7] - A report released at the conference highlights key trends in the development of smart electric vehicles in China, indicating a new phase of competition driven by AI and intelligent features [8] - The host, Autohome, outlines its AI business strategy, focusing on enhancing user experience and operational efficiency through AI technology [8][9]

Group 1 - The research service "Asia Value & Moat Stocks" targets value investors looking for Asia-listed stocks with significant discrepancies between price and intrinsic value, focusing on deep value balance sheet bargains and wide moat stocks [1][2] - Autohome Inc. (NYSE: ATHM) is viewed positively, with an optimistic outlook on its future prospects due to discounting trends in the automotive sector and its channel strategy [1] Group 2 - The author of the investing group provides investment ideas specifically for the Hong Kong market, emphasizing deep value balance sheet bargains and wide moat stocks, along with monthly updates on watch lists [2]

Group 1 - The automotive industry is undergoing a critical transformation towards intelligence, with significant achievements in AI applications [1] - Four key suggestions for AI development in the automotive sector include focusing on core technology breakthroughs, expanding from "single vehicle intelligence" to "industry intelligence," enhancing open cooperation, and maintaining safety and ethical standards [1] - The "Global AI Technology Conference" serves as a constructive platform for collaboration among industry, academia, and users, aiming to support the implementation of the "Artificial Intelligence +" strategy in the automotive field [1] Group 2 - The conference featured insights on the evolution of autonomous driving, with L3 being a simplified version of L4, indicating a closer proximity to L4 than L2 [2] - A report highlighted trends in China's electric vehicle intelligence development, including the initiation of "intelligent driving equality," the integration of AI models, and the acceleration of RoboTaxi commercial processes [2] - The AI business layout of the company was systematically explained, emphasizing the potential of AI technology to address structural pain points in consumer experience and business efficiency [2][3] Group 3 - AI technology is being leveraged to enhance both consumer and business service experiences, with a focus on personalized and efficient car purchasing processes [3] - The successful hosting of the conference demonstrates the company's resource integration and ecological influence within the industry [3] - The company plans to deepen its "ALL IN AI" strategy and strengthen its O2O service platform to lead the automotive industry in the wave of intelligence [3]

Core Insights - The "Global AI Technology Conference" held in Beijing focuses on the integration of artificial intelligence with the automotive industry, under the theme "Hi·Future" [1][3] - The conference aligns with the State Council's directive to implement the "Artificial Intelligence+" initiative, aiming for deep integration of AI in key sectors by 2027 [3][5] - The event serves as a high-level dialogue platform, showcasing the role of AI in driving innovation and transformation within the automotive sector [5][16] Policy and Industry Trends - The conference occurs at a pivotal moment following the release of the State Council's opinions on AI integration, emphasizing rapid growth in the core industries of the smart economy [3] - Suggestions for the automotive industry's AI development include focusing on core technology breakthroughs, expanding from "single vehicle intelligence" to "industry intelligence," fostering open collaboration, and maintaining safety and ethical standards [3][5] Technological Advancements - The conference features discussions on the future of intelligent driving, with insights from industry leaders on the advancements in AI technology and its implications for the automotive market [7][9] - Key topics include the transition from L2 to L3 autonomous driving, the role of world models in overcoming data bottlenecks, and the challenges of scaling VLA (Vehicle Level Automation) in international markets [7][9] Market Insights - A report released during the conference highlights trends in China's electric vehicle market, indicating a shift towards "intelligent driving equality," the integration of AI models, and the acceleration of RoboTaxi commercialization [11] - The report suggests that these trends will lead to a restructuring of competition within the electric vehicle sector [11] Company Initiatives - The host company, AutoHome, outlines its AI business strategy, emphasizing the need for improved consumer experience and operational efficiency in the automotive market [12][14] - AutoHome aims to create a one-stop intelligent service platform that enhances both consumer and business interactions through AI technology [14][16] Future Directions - The successful hosting of the conference demonstrates AutoHome's capability in resource integration and its commitment to advancing national strategies and industry progress [16] - The company plans to deepen its "ALL IN AI" strategy and strengthen its O2O service platform to lead the automotive industry in the wave of intelligent transformation [16]

Group 1 - Haier Group's Cartech Holding Company has successfully completed a strategic investment in Autohome, marking a significant step in Haier's automotive industry ecosystem layout [1][2] - The transaction aims to enhance user experience by creating a new integrated travel platform that combines content, transactions, and services, facilitating seamless connections across various stages of car ownership [2] - Autohome will accelerate the development of an efficient online and offline retail model, leveraging cutting-edge technologies like VR and AI to establish a comprehensive O2O automotive ecosystem [2] Group 2 - The partnership with professional institutions like Lianhe Securities is expected to inject new vitality into the automotive industry and open a new chapter in its ecosystem development [3] - The collaboration will explore the application of AI technology in content generation, intelligent customer service, and scenario-based services, enhancing the intelligence and operational efficiency of the O2O service chain [2] - Autohome will integrate deeply with Haier's open ecosystem and management model to stimulate platform vitality and support long-term sustainable development [2]

Core Insights - The launch of the "Car Mall" by Autohome marks a significant step in its O2O strategy, integrating online and offline services in the automotive sector [1][2] - The trend towards diversified sales channels is evident, with direct sales and online models projected to account for 38% of the market by 2025, driven by younger consumers' preference for convenient online purchasing [1][2] Group 1: Company Developments - Autohome has introduced the "Car Mall" to provide a comprehensive car buying experience, integrating services from selection to purchase and usage [2] - The platform aims to create a seamless transaction process by connecting online orders with offline delivery and services through partnerships with physical stores [2][3] - Special promotional activities, including exclusive discounts and coupons, have been launched to attract users to the new platform [2] Group 2: Industry Trends - The automotive industry is rapidly transitioning towards smart and electric vehicles, with e-commerce and automotive retail merging into a new ecosystem [3] - Autohome's initiative reflects its strategic positioning to lead industry transformation and aims to establish itself as the largest platform for new energy vehicle transactions in China [3] - The company plans to continuously optimize user interaction and service processes based on feedback, enhancing the overall car buying experience [3]

承董事會命 Autohome Inc. 董事及首席執行官 劉斥先生 香港，2025年9月18日 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何 責任。 於本公告日期，董事會包括董事劉斥先生、梁海山先生、張翠美女士、周生磊先生、方興先生及龍泉先生以及獨 立董事劉峻嶺先生、濮天若先生及汪大總博士。 Autohome Inc. 汽車之家* （於開曼群島註冊成立的有限公司） （股份代號：2518） 有關現金分紅的董事會決議的日期 Autohome Inc.董事會（「董事會」）謹此宣佈正考慮宣派及支付現金分紅（倘有）。倘董事會 決定進行，分紅宣派將於2025年9月30日（星期二）（香港時間）或前後以董事會決議通過。 * 僅供識別 ...

Core Insights - The latest value percentile report indicates significant week-on-week improvements in value rankings for three notable Communication Services stocks [1][8]. Group 1: Value Ranking Improvements - Autohome Inc. (ATHM) saw its value percentile ranking increase from 75.25 to 82.46, a gain of 7.21 points week-over-week. The stock has appreciated by 14.55% year-to-date and 9.41% over the past year [7]. - Trade Desk Inc. (TTD) experienced a rise in its value ranking from 19.62 to 26.11, marking a 6.49-point weekly increase. However, the stock is down 61.57% year-to-date and 56.71% over the year [7]. - Iridium Communications Inc. (IRDM) improved its value score from 51.93 to 55.55, a 3.62-point increase. The stock has declined 37.81% year-to-date and 29.92% over the year [7]. Group 2: Market Perception and Investment Opportunities - The ranking gains for Autohome, Trade Desk, and Iridium Communications highlight enhanced market perceptions of undervaluation, suggesting potential buying opportunities for investors focused on strong fundamentals and operational resilience [8].

Core Insights - MSCI upgraded the ESG rating of Autohome Inc. from BB to BBB, marking the second consecutive year of rating improvement and achieving the highest level in its history [1] - The upgrade reflects Autohome's continuous progress and strategic investment in environmental, social, and governance dimensions, gaining recognition in the international capital market for its sustainable development practices [1] ESG Performance - MSCI highlighted Autohome's outstanding performance in user privacy and data security, corporate governance structure, and employee development, resulting in multiple enhancements [1] - The company has actively integrated ESG principles into its core business by improving content authenticity management, enhancing user data protection mechanisms, and promoting accessibility features [1] Future Commitment - Autohome views this rating upgrade as a significant milestone in its ongoing efforts to deepen ESG management [1] - The company plans to continue adhering to a user-centric core value, fully integrating ESG orientation into product design, content ecosystem, governance systems, and social contributions [1]