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地平线总裁陈黎明:高阶智能辅助驾驶拐点已到,将迎来快速增长
Xin Lang Ke Ji·2025-07-11 09:44

Core Viewpoint - The automotive industry is at a critical juncture for high-level intelligent driving technology, which is expected to experience rapid growth following a pivotal point similar to that seen in smartphones and electric vehicles [1][2]. Group 1: Government Support - Intelligent driving is a key component of China's smart connected vehicle development strategy, as outlined in government reports and plans from the Ministry of Industry and Information Technology [2]. - The transition to electrification is seen as a way for China to move from being a major automotive market to a strong automotive nation, facilitating industrial upgrades and the shift from "Made in China" to "Intelligent Manufacturing in China" [2]. Group 2: Industry Trends - The functionality of urban NOA (Navigation on Autopilot) and highway NOA has progressively moved from high-end models priced above 300,000 yuan to models below 150,000 yuan this year [2]. - The first quarter of this year has seen further democratization of intelligent driving features among automakers, which is expected to drive technological advancements, cost reductions, and performance improvements, making these features more accessible to consumers [2]. Group 3: Consumer Demand - According to a McKinsey report, the level of intelligence in vehicles is a top two factor for consumers when choosing between electric and fuel vehicles, indicating that smart features are becoming a major consideration in vehicle selection [3]. - When selecting high-end brands, consumers are increasingly prioritizing intelligent attributes, with two out of the top three factors related to intelligent driving and smart cabins [3].