欧阳明高：整车智能化爆发元年，暂不宜提“全民自动驾驶”｜直击百人会论坛2025

Core Viewpoint - The year 2023 marks the beginning of an explosive growth phase for vehicle intelligence technology, expected to last for five years, driven by advancements in large models and public enthusiasm for smart driving [1][3]. Industry Transformation - The technological transformation path in the new energy vehicle industry includes: electrification of powertrains, vehicle intelligence, and low-carbon energy [3]. - The shift from electric vehicle development to an explosive growth phase is leading to significant structural changes in the market and industry [3]. Strategic Response - To navigate the major changes, companies need to focus on strategic foresight, innovation, and leveraging accumulated strengths [4]. - The convergence of technological advancements, market enthusiasm, and supportive government policies is crucial for the explosive growth of vehicle intelligence this year [4]. Current State of Smart Driving - Currently, the public's engagement with smart driving is primarily through L2+ intelligent navigation assistance (NOA) [4]. - The development of multi-modal large models is essential for advancing higher-level autonomous driving technologies, but safety and reliability issues must be addressed [4]. Future Projections - The automotive industry must integrate low-carbon energy solutions to avoid stagnation; without low-carbon energy, the true potential of new energy vehicles cannot be realized [4]. - By 2030, the technology for low-carbon energy in new energy vehicles is expected to fully emerge [5]. Market Opportunities - The next 10 to 30 years will see the emergence of five trillion-level industries, including new energy infrastructure, new energy vehicles, and comprehensive electrification of transportation [5]. - By 2035, total sales of new energy vehicles are projected to approach 30 million units, with ownership expected to reach between 200 to 300 million vehicles [5].