补齐"标准缺位"短板 汽车芯片认证审查升级 ◎陈铭 记者 邓贞 随着汽车智能化发展持续推进，汽车产业对高可靠、高安全芯片的需求持续攀升。如何构建一套统一、 标准的质量评价体系，已成为国产汽车芯片规模化应用必须跨越的一步。 近日，在市场监管总局召开的国产汽车芯片产业化应用及质量提升"质量强链"成果交流推进会上，升级 版"汽车芯片认证审查技术体系2.0"正式发布，国产汽车芯片审查认证专家库和认证审查数字化平台同 步上线。 升级后的技术体系紧扣当前国产汽车芯片产业化应用的痛点。多位业内人士表示，在智能驾驶加速普 及、整车厂算力需求攀升的背景下，这是对上车验证、场景适配和标准一致性等产业难题的"短板补 齐"，也是驱动行业迈向成熟、产业链发展提质的关键一环。 产业痛点显现： 统一标准缺位，验证成本高企 多位业内人士表示，随着智能座舱、智能驾驶渗透率持续提升，汽车芯片产业逐步从技术验证迈向规模 落地，标准不统一、验证成本高、测试覆盖不足、信任体系缺位等产业痛点随之显现。 痛点之一来自车企准入要求的"各自为战"。"不同车企之间的准入要求差异明显，这就导致同一款芯片 在面对不同车厂的不同要求时，需反复进行应审、适配、测试和材 ...

理想的世界模型包含自车和其他车的轨迹，这是理想首次提出的。 做这件事目的是为了能够让理想VLA在仿真环境里进行强化学习，同一个场景可以不断测试更优的轨迹路线，这是真实数据完全无法实现的。 可视化见下面这个视频： 理想VLA训练过程： 预训练阶段是在云端训一个32B的VL基座模型，包含3D视觉、比开源模型清晰度提升3-5倍的高清2D视觉、驾驶相关的language的语料，关键的 VL联合语料（如导航信息与人类判断的同步记录），为适配车端算力并保证推理速度，云端大模型蒸馏成3.2B的MoE模型。 后训练阶段是将action引入模型，使其转化为VLA，参数量接近4B，采用短链条CoT，限制在2-3步以内，再用difusion，对未来4-8秒的轨迹和 环境进行预测。 强化学习阶段为两部分，一是人类反馈强化学习，二是不依赖人类反馈，利用世界模型模型生成数据进行纯强化学习训练，基于舒适性（G值）、 无碰撞、遵守交规三大指标自我进化，目标是驾驶水平超越人类。 2025年3月12日理想发布 Other Vehicle Trajectories Are Also Needed: A Driving World Model Un ...

汽车行业周报（20251117-20251123） 负 beta 消化过程中，看好汽车板块 1Q26 筑 推荐（维持） 底/上行 华创证券研究所 | 证券分析师：张程航 | 证券分析师：夏凉 | 证券分析师：李昊岚 | 联系人：张睿希 | | --- | --- | --- | --- | | 电话：021-20572543 | 电话：021-20572532 | 邮箱：lihaolan@hcyjs.com | 邮箱：zhangruixi@hcyjs.com | | 邮箱：zhangchenghang@hcyjs.com | 邮箱：xialiang@hcyjs.com | 执业编号：S0360524010003 | | | 执业编号：S0360519070003 | 执业编号：S0360522030001 | | | 受以旧换新额度影响，10 月零售低于预期、11 月预计表现一般，Q4 翘尾预计也将低于 此前市场预期。消化负 beta 的过程中，主题情绪也在降温，汽车板块交投冷淡。结合政 策定调、盈利预期和估值的调整，板块有望在 1Q26 预期筑底/上行，当下可遴选明年投 资机会。 投资建议： 一、数据跟踪 ...

2026"股神版"投资日历！重大事件不错过 | 时间 | | 内容 | 预期 前值 | | --- | --- | --- | --- | | 11月24日 周一 | | | | | 数据 | | 元 | | | 待定 | | 摩尔线程开放申购 | | | 事件 | 待定 | 白宫结束俄乌冲突28点新计划草案披露,俄乌冲突近期有 | | | | | 望迎来新进展 | | | 待定 | | 特朗普计划在白宫签署AI新政 -- "创世纪计划" | | | 财报 | | 文远知行 | | | 11月25日 周二 | | | | | 数据 | | 元 | | | 待定 | | 美国劳工部:将于11月25日发布9月PPI | | | 待定 | | 华为新品发布会,将发布Mate80系列、新款麒麟芯片或将 | | | 事件 | | 亮相 | | | 待定 | | "大空头" Michael Burry: 科技巨头"低估折旧导致利润 | | | | | 虚高"，将在11月25日披露更多细节 | | | 财报 | | 阿里巴巴、小马智行、蔚来 | | | 11月26日 周三 | | | | | 21:30 | | 美国 三季 ...

Economic Data Releases - The delayed September retail sales report will be released just before Black Friday, indicating consumer spending trends leading into the holiday season [2][7] - Other economic data to be released includes weekly jobless claims, pending home sales, durable-goods orders, and the Producer Price Index for September, which will provide insights into inflation [2][7] Earnings Reports - Key companies reporting earnings this week include John Deere, Alibaba, Applied Digital, Dell Technologies, and others, with significant attention on their performance amid rising costs and market conditions [4][5][6] - Workday is expected to report quarterly earnings for the first time since Elliott Investment Management took a stake in the company, indicating potential shifts in company strategy or performance [5] Market Activity - Stock markets will close early on Friday at 1 p.m. ET, and bond markets will close at 2 p.m. ET due to the Thanksgiving holiday, impacting trading volumes and market dynamics [2][11] - The upcoming Federal Reserve interest rate decision on December 10 may be influenced by the delayed economic data, complicating the outlook for monetary policy [7]

11月20日，在由南方财经全媒体集团指导、21世纪经济报道主办的2025新汽车年度盛典上，理想汽车产 品部高级副总裁范皓宇在分享VLA大模型时指出： "VLA司机大模型采用融合强化学习与训练闭环体系的全新架构，可以说是找到了一个辅助驾驶迭代的 新范式，具备空间理解、思维、沟通、记忆和自主学习能力。比如，VLA司机大模型会通过车机屏幕 上的CoT思维链，告诉用户它的各种决策，以及决策背后的逻辑，所以会大大增加用户的安心感。同 时，用户可以通过语音控制辅助驾驶，从用户体验角度来说是颠覆性的改变。这种交互模式是我们聚焦 用户价值的体现，我们认为当下需要通过这种可视化、可沟通的方式，让用户更加信任辅助驾驶。" （视频编辑：许婷婷，实习生余艾憧） 0:00 21世纪经济报道记者何煦阳 报道 ...

Group 1: Key Economic Events - The week of November 24-30 will feature significant financial events, including earnings reports from Alibaba, Meituan, Li Auto, NIO, and Pony.ai, as well as the Huawei product launch for the Mate 80 series [6][7] - The U.S. Department of Labor will release the September PPI on November 25, while the U.S. Commerce Department will publish the third-quarter GDP revision and October personal income and spending data on November 26 [9][10] - China's official manufacturing PMI and October profits of industrial enterprises will be released next week, with the manufacturing sector showing signs of a slowdown [10] Group 2: Corporate Earnings - Alibaba's earnings report is scheduled for November 25 before the U.S. market opens, followed by Meituan on November 29, and earnings from Li Auto and NIO also expected [7][8] - Newly listed companies such as Pony.ai and WeRide will also report earnings, alongside established firms like Dell, HP, and Bosideng [7] Group 3: Political and Regulatory Developments - Trump plans to sign an AI policy called the "Genesis Mission" at the White House, which may involve increased collaboration between national laboratories and private sectors in AI technology [12] - Trump has set a deadline of November 27 for Ukraine to accept the U.S. "28-point plan," which includes commitments from Ukraine regarding NATO and peace negotiations with Russia [11][12] Group 4: Market Insights - Michael Burry has indicated that major tech companies are underestimating depreciation, which could inflate profits by $176 billion from 2026 to 2028, with specific companies like Oracle and Meta facing significant profit overstatements [12][13]

Core Insights - The 23rd Guangzhou International Auto Show opened on November 21, showcasing Li Auto's latest models including Li MEGA, i series, and L series, along with advancements in assisted driving technology [1] - Li Auto plans to push innovative VLA charging and defensive AES automatic emergency steering features to the AD Max model, and intends to introduce urban NOA functionality to the upgraded AD Pro model [1] Group 1: VLA Driver Model - The VLA driver model, launched in August 2025, enhances user experience across six dimensions: route selection, speed preference, comfort, sense of security, communication ability, and traffic efficiency [3] - As of now, the VLA driver model has accumulated over 312 million kilometers of driving distance, with a penetration rate increase of 2.2 times and daily active usage rising threefold, indicating its integration into users' daily lives [3] Group 2: VLA Charging Functionality - The VLA driver model's spatial understanding capabilities allow it to autonomously navigate unfamiliar parking lots, remembering key locations and user preferences for parking spots [5] - The VLA charging feature, set to cover over 1,400 Li Auto supercharging stations by January 2026, enables vehicles to autonomously enter and exit charging stations, find available charging spots, and complete payments without a password [5][6] Group 3: Active Safety Features - Li Auto's active safety features have reportedly helped users avoid potential collision incidents 11.31 million times and extreme accidents over 14,000 times as of November 20, 2025 [5] - The defensive AES automatic emergency steering function, which helps users avoid passive collisions, is also set to be fully pushed to AD Max users [6] Group 4: Future Upgrades and Innovations - Future OTA upgrades will enhance Li Auto's smart space and electric platform, introducing new features such as personalized screensavers, pet modes, and improved charging planning [7] - Li Auto is committed to building a full-stack self-research capability around core technologies in artificial intelligence, aiming to become a global leader in AI terminal products [8]

2025年8月，理想汽车率先发布VLA司机大模型，并于9月向AD Max用户全量推送。VLA司机大模型围 绕路线选择、速度偏好、舒适度、安心感、沟通能力、通行效率六个维度，全面提升用户体验。截至目 前，VLA司机大模型行驶里程超过3.12亿公里，里程渗透率提高2.2倍，每日活跃度提升3倍，意味着理 想辅助驾驶已经成为用户生活的一部分。未来，VLA司机大模型将在强化学习的驱动下持续进化，为 用户带来更安全、更舒适、更便捷的体验。 转自：北京日报客户端 2025年11月21日，理想汽车携理想MEGA、理想i系列、理想L系列亮相2025年广州国际汽车展览会，分 享辅助驾驶最新进展与规划。理想汽车计划向AD Max车型推送创新的VLA充电和防御性AES自动紧急 转向功能，并计划向智能焕新版AD Pro车型推送城市NOA功能，推动前沿技术普惠更多用户。 理想汽车产品部高级副总裁范皓宇表示："理想VLA司机大模型在推送后通过强化学习持续进步，行车 体验不断优化，并基于其强大的空间理解能力为用户带来了更优质的泊车和充电体验。全新的VLA充 电功能，让车辆可以自主驶入、驶出超充站，打通了找站充电的'最后100米'，这也是我们 ...

新汽车生态合作，报名中国版CES！ 撰文 | 张 南 编辑 | 黄 大路 设计 | 张小 萌 议程 (包含并不限于以下嘉宾,名单按姓氏笔画为序) 世界新汽车技术合作'含态分会 > © © al S a F E技术合作生态交流会 World New Auto Technology Collaboration Ecosystem Summit 新汽车技术合作生态展 EXHIBITION 第十届铃轩奖盛典 AWARDS 星期五 星期六 苏州知音温德姆至尊酒店 12/4/2025 (12:00-24:00) 凭购票电子二维码到苏州知音温德姆至尊酒店一层签到 并领取入场凭证以及会议资料 DAY1 (12/5/2025) 上午(09:00 正式开始) 主会场:行业专场 一、开幕致辞 可世界新汽车生态协会理事长、轩辕同学校长 第 尤 峥 东风汽车集团有限公司副总经理 郑 衡 衡 汽集团副总经理 陶海龙 上汽大众总经理 吴周涛 北京现代董事长 二、主题演讲 方向:当下企业或行业所面临的新汽车技术合作现状和供应链 发展问题与展望 嘉 宾: 蒋文虎 中国一汽总经理助理、红旗运营委员会副总裁 王 波 吉利汽车副总裁、中央采购总经理 ...