整体上来说，理想在Diffusion轨迹生成、世界模型 （场景生成+3DGS重建） 和VLA上探索较多，这也侧面印证了MindVLA的技术架构。 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 编辑 | 自动驾驶之心 理想汽车自去年端到端+VLM双系统量产以来，已顺利跻身国内智驾一梯队，这两年在学术工作和量产方案上也一直处于领先的地位，今年更是主推VLA量产的中 坚力量。 随着具身智能和大模型的又一轮技术爆发，这家"专注于智能电动车的新兴品牌"正从汽车新势力向AI企业稳步迈进。 量产方面，全新的VLA司机大模型采用创新的"VLA架构"，在端到端模仿学习的基础上进一步升级。 VLA司机大模型具备空间理解能力、思维能力、沟通与记忆 能力以及行为能力。技术层面使用了Diffusion、强化学习、MoE、CoT、RAG等等。柱哥前一段时间也试驾体验了理想i6，可圈可点，全程基本上没有接管，语音 指令超车也很丝滑，地库漫游自动泊车，自动识别地库出口做的都很不错。在一个非结构化的道路上由于对向来车未做礼让，在已经侵占 ...

近期，汽车制造厂商陆续披露9月销售数据。新华财经和面包财经研究员以A、H股上市的主要汽车厂商披露的月度销售数据公告，分别统计其整车、新能源 汽车的销量。 根据公告数据整理，A、H股上市公司中有20家汽车制造厂商披露了9月份的月度销售数据。2025年9月，20家公司合计销售整车218.62万辆，同比上升 15.28%。 相比8月的同比增速，北汽蓝谷、中通客车、江铃汽车等企业9月销量增速明显加快，曙光股份、小鹏汽车、东风集团、福田汽车等企业的9月增速有所放 缓。 有16家公司披露了新能源汽车（包括乘用车、商用车）的销量数据，9月合计销售新能源汽车约119.24万辆，同比上升21.9%，当月新能源汽车渗透率约达 55.69%。其中，比亚迪、上汽集团、吉利汽车的销量居前，千里科技、曙光股份、小鹏汽车增速超过90%，理想汽车销量同比下滑36.79%。 整车月销218.62万辆上汽集团、比亚迪、吉利汽车销量居前三 东风集团的9月整车销量合计17.82万辆，同比增长6.11%，增速较8月增速下降23.24个百分点。年初至9月末，公司整车合计销售131.68万辆，同比下降 3.62%；新能源汽车销量达36.19万辆，同比上涨 ...

撰文 | 丁 晶 晶 编辑 | 黄 大 路 设计 | 甄 尤 美 加入轩辕同学 ， 成就新汽车人! 2025年10月25日，苏州，第十届中国汽车零部件年度贡献奖——铃轩奖线下终审会成功举行。 来自中国一汽、东风汽车、长安汽车、上汽集团、北汽集团、广汽集团、吉利、奇瑞、江淮、蔚来、小鹏、理想、零跑、赛力斯、一汽-大众、一汽丰 田、上汽通用、东风日产、广汽本田等29位国内主流整车企业一线采购、研发骨干作为铃轩奖评委代表，齐聚一堂。 << 滑动查看下一张图片 >> << 滑动查看下一张图片 >> 经过为期3个月的申报和初审，第十届铃轩奖量产类和前瞻类各有十大类共101家企业的127个案例进入终审。 在铃轩奖评审团主席、世界新汽车技术合作生态协会理事长、轩辕同学校长贾可博士主持下，评审团从技术先进性、适应性、可靠性等核心维度，对入 围案例进行分组讨论后进行投票，最终评选出了各个类别金奖获得者，以及每个类别中投票最高案例进入全场大奖候选名单。 这场兼具专业性与创新性的评审，既是对过去一年汽车零部件产业创新成果的系统复盘，也更清晰折射出中国汽车供应链在电动化、智能化浪潮中的进 化方向。 终审会之后，第十届铃轩奖颁奖盛典将 ...

小米汽车与理想汽车相继发生起火事件，引发市场广泛关注。这两起事故中均出现了一些超出常规认知 的现象：小米汽车成都起火事故中，车门无法打开，市场普遍将原因指向了其半隐藏式门把手缺乏有效 机械冗余；理想MEGA在行驶途中突然起火，让高价位纯电车型的安全性问题被推至风口浪尖。 产业链企业的某些做法有待纠偏。例如，隐藏式门把手的设计，不能为追求"美学"而牺牲应急开启的可 靠性；在不能承诺"零自燃"的情况下，有必要通过多重防护机制为电池系统构建更严密的安全防线。 技术进步绝不能以牺牲安全为代价。自动驾驶、智能座舱等创新功能的实现，必须建立在扎实的安全冗 余基础之上，而非以营销话术掩盖潜在的设计缺陷。同时，国家标准的升级与企业责任的强化必须同步 进行，让安全冗余既有"合规项"下的硬约束，又有"竞争项"下的软驱动。 （文章来源：证券时报） 在智能汽车行业竞相追逐算力、续航与智能化的今天，这些事故向全行业提出了一个不容回避的命题： 安全冗余绝非"锦上添花"的技术选项，而是必须守住的"生存底线"。 安全冗余源于工程学与应急管理领域，指的是对关键部件或功能进行多重备份，以在单一系统失效时提 供备用方案，从而提升系统的整体安全性与 ...

距新能源汽车购置税开始减半征收仅剩两个月，车企陆续推出优惠方案抢订单。深蓝汽车近日推出"跨 年交付购置税现金补贴方案"，同时近期蔚来、小米、理想、极氪等车企均推出了相关政策，为今年锁 单消费者兜底购置税。而车企"自掏腰包"兜底的背后，是车市正处于年底放量期，在长交付周期与市场 增量下，车企开始利用新能源购置税调整"窗口期"促销量。 "自掏腰包"稳局 相比深蓝汽车，蔚来早在9月20日全新ES8上市时就已推出类似兜底方案。蔚来方面表示，为避免因跨 年交付给用户带来购置税优惠减少的情况，蔚来特别推出安心"锁单"方案：今年12月31日（含）前完成 锁单蔚来全新ES8的订单，每单可获得1张购置税差额补贴券。如因蔚来原因，今年完成锁单的订单需 在2026年开票交付，则消费者可使用购置税差额补贴券抵减车价（至高可抵扣1.5万元）。 据北京商报记者不完全统计，除深蓝汽车、蔚来外，小米、理想、极氪等车企均推出相关方案。其中， 理想与极氪的补贴方案均是针对新推出车型。理想相关人士表示，将通过尾款现金减免的形式进行补 贴，根据购车配置抵减相应购置税差额，以确保消费者无需承担额外的购置税支出。 车企"整齐划一"的动作，源于2023年 ...

Core Viewpoint - The automotive industry is actively launching subsidy programs to attract orders as the deadline for the half-reduction of the new energy vehicle purchase tax approaches, with companies like Deep Blue, NIO, Xiaomi, Li Auto, and Zeekr implementing various strategies to secure sales before the policy change [1][3][4]. Group 1: Subsidy Programs - Deep Blue launched a "cross-year delivery purchase tax cash subsidy plan" on October 25, 2023, to support consumers who lock in orders this year [1]. - NIO introduced a similar "lock order" plan on September 20, 2023, offering a purchase tax difference subsidy coupon for orders completed by December 31, 2025, which can offset up to 15,000 yuan of the vehicle price [3]. - Other companies like Xiaomi, Li Auto, and Zeekr have also rolled out subsidy plans, with Li Auto providing cash reductions on the final payment to cover the purchase tax difference [3]. Group 2: Policy Background - The coordinated actions of car manufacturers are influenced by the announcement from the Ministry of Finance, State Taxation Administration, and Ministry of Industry and Information Technology regarding the extension and optimization of the new energy vehicle purchase tax exemption policy [4]. - The policy states that vehicles purchased between January 1, 2024, and December 31, 2025, will be exempt from purchase tax, while those purchased between January 1, 2026, and December 31, 2027, will have a 50% reduction, with a maximum tax reduction of 15,000 yuan per vehicle [4]. Group 3: Delivery Times and Market Dynamics - The extended delivery times for vehicles, such as the Xiaomi YU7 PRO with an estimated delivery of 42-45 weeks, have prompted companies to offer tax subsidy plans to mitigate consumer concerns about potential tax increases [5]. - The competitive landscape is intensifying, with over 70 new models launched in September 2023, leading consumers to reassess their purchasing decisions based on the changing tax policies [6]. - The automotive market is entering a peak sales period, with a reported 35.4% increase in customer engagement in early October compared to September, driven by favorable policies and consumer incentives [7].

汽车和汽车零部件行业周报 20251026 Optimus 将于 2026Q1 发布 看好 T 链核心主线 2025 年 10 月 26 日 ➢ 周度数据：2025 年 9 月第 4 周（9.22-9.28）（当前可披露的最新数据）乘 用车销量 65.3 万辆，同比+1.5%，环比+26.6%；新能源乘用车销量 37.1 万辆， 同比+13.8%，环比+23.6%；新能源渗透率 56.9%，环比-1.4pct。 ➢ 本周行情：汽车板块本周表现弱于市场。本周（10 月 20 日-10 月 26 日） A 股汽车板块下跌 0.6%，在申万子行业中排名第 26 位，表现弱于沪深 300 （+1.7%）。细分板块中，汽车服务、商用载客车、汽车零部件上涨 1.3%、1.1%、 0.3%，商用载货车、摩托车及其他、乘用车分别-1.7%、-2.0%、-2.1%。 ➢ 本周观点：本月建议关注核心组合【吉利汽车、小鹏汽车、理想汽车、比亚 迪、小米集团、伯特利、拓普集团、新泉股份、沪光股份、春风动力】。 ➢ Optimus 预计于 2026 年一季度发布 看好 T 链核心主线。本周，特斯拉在 三季度财报电话会上宣布，第三代 Op ...

Core Viewpoint - The article discusses the evolution of collaboration between departments within the company, emphasizing the transition from isolated data handling to a shared data language and co-creation, ultimately leading to a more efficient and integrated approach to problem-solving and product development [4][5][10]. Group 1: Challenges of Departmental Silos - Departmental silos create barriers that hinder effective communication and collaboration, leading to conflicts in objectives and a lack of a unified approach to problem-solving [3]. - The division of responsibilities among departments, while enhancing specialization, results in a fragmented view of issues, making it difficult to establish a cross-departmental mechanism for addressing problems [3]. Group 2: Initial Collaboration and Data Sharing - The initial collaboration between the Ideal Lianshan team and the thermal management team began with addressing poor cloud signal data quality, leading to the development of a common analytical framework [4]. - The shift from a "data request-result" model to a shared data language allowed both teams to engage in meaningful dialogue using the same data and metrics [4][5]. Group 3: Evolution of Collaborative Methods - The collaboration evolved from merely sharing data to co-creating solutions, focusing on common goals and fostering trust through transparency [5][6]. - The implementation of automated testing processes helped alleviate the burdens faced by engineers during extreme conditions, showcasing the practical benefits of this collaborative approach [5]. Group 4: Productization of Collaboration - Over three years, the company expanded its collaborative model to include supply chain and production line processes, developing AI-driven solutions to intercept quality issues at the source [9]. - The establishment of a standardized, replicable methodology for data science projects has transformed the collaboration into a sustainable and scalable productized approach [10]. Group 5: Achievements and Future Aspirations - The company has accumulated significant achievements, including 83 data science projects, 3545 warning models, and extensive monitoring capabilities across production lines and suppliers [10]. - The goal is to promote this collaborative model further, enabling seamless cooperation among individuals, AI, and across departments to address real business challenges [11].

Group 1 - The core strategy of Wahaha has shifted back to its original brand after a brief attempt to launch a new product line called "Wah Xiaozong," indicating potential sales challenges for the new brand [2] - The dairy industry in Henan province is set to receive support through financial incentives for large-scale milk processing companies, highlighting growth opportunities in the sector [3] - Nvidia and Uber are collaborating to advance autonomous vehicle technology, leveraging large-scale real driving data to enhance development [4] Group 2 - Li Auto confirmed that all passengers were safely evacuated from a vehicle that caught fire, and they are cooperating with fire department investigations [5] - A major investment in robotics is occurring as Meituan's affiliated company has acquired a stake in a robotics developer, indicating growth in the robotics sector [5] - Former Binance co-founder Zhao Changpeng has received a presidential pardon from Trump, which may impact the cryptocurrency landscape [6] Group 3 - Microsoft has distanced itself from developing AI services related to simulated pornography, emphasizing the potential dangers of such technologies [7] - California's billionaires may face a one-time 5% wealth tax aimed at raising funds for healthcare, which could significantly impact high-net-worth individuals in the state [8] - Federal judges acknowledged that AI-assisted drafting led to errors in court rulings, prompting a review of their processes [8] Group 4 - Intel reported a third-quarter revenue of $13.65 billion, a 2.8% year-over-year increase, and projected fourth-quarter revenue between $12.8 billion and $13.8 billion [9] - Meituan plans to issue dim sum bonds to raise between 9 billion and 10 billion RMB (approximately $1.26 billion to $1.4 billion), indicating a move to strengthen its financial position [10] - Apple is considering acquiring Warner Bros to expand its Apple TV streaming offerings, amidst competition from other major players [11]

iPhone 17 Pro 橙色变粉色，苹果着手调查 OpenAI 收购 macOS AI 工具 Sky 微软发布全新 AI 形象「Mico」，Edge 将进化为「AI 浏览器」 车主回应理想 MEGA 上海起火：「电池包磕碰」属谣言 Sora App 更新预告：宠物可「客串」AI 视频，安卓版也将上线 雷军回应 K90 价格质疑：内存涨价实在太多 VOGUE 盛会现场 iPhone 17 Pro 矩阵实现专业级环绕影像 星链在印度启动安全测试，最快 2026 年初商用 Anthropic 首尔办公室落地在即，Claude 使用量在韩激增 6 倍 英特尔 Q3 扭亏为盈，「Tick-Tock」迭代模式终结 诺基亚 CEO：人工智能长期前景「极为广阔」，AI 投资不会放缓 周末也值得一看的新闻iPhone 17 Pro 橙色变粉色，苹果着手调查 据 AppleInsider 报道，近日，部分「星宇橙」配色的 iPhone 17 Pro 出现了机身颜色逐渐由橙色转为粉色的情况，引发用户关注。 目前，苹果方面尚未公开回应，仅在支持文档中强调了正确的清洁方式，但业内人士认为问题可能源于机身铝材在阳极氧化工艺中的「封孔 ...