Jing Ji Guan Cha Bao·2025-07-23 13:50Group 1 - Great Wall Motors plans to invest 800 million to 1 billion RMB in DeepRoute.AI, primarily for purchasing computing power cards [1] - DeepRoute.AI, founded in February 2019, focuses on advanced intelligent driving technology and has over 20,000 units of its driving solutions in production [1] - In November 2024, DeepRoute.AI secured a $100 million Series C funding round led exclusively by Great Wall Motors [1] Group 2 - DeepRoute.AI's VLA model is expected to enter mass production in Q3 2025 and is designed for commercial application, enhancing the driving capabilities of Great Wall's vehicles [2] - The VLA model, which supports both LiDAR and pure vision solutions, boasts strong reasoning capabilities and improved interpretability of driving decisions [2] - If Great Wall Motors successfully integrates the VLA model, it will significantly enhance the competitive edge of its vehicles in the intelligent driving market [2] Group 3 - The VLA model's production has faced delays due to reliance on the NVIDIA Thor chip, which has a computing power of 2000 TFLOPS, eight times that of Orin [3] - Industry observers note that after several rounds of eliminations, few intelligent driving solution providers remain, prompting Great Wall Motors to deepen its collaboration with DeepRoute.AI [3] - Great Wall Motors previously spun off its intelligent driving division, Haomo Zhixing, which faced strategic and technical challenges, impacting its high-level driving plans [3] Group 4 - Great Wall Motors is increasingly inclined to adopt external intelligent driving solutions, with DeepRoute.AI launching the first domestic solution that does not rely on high-precision maps [4] - The intelligent driving algorithms for Great Wall's upcoming models, such as the Weipai Lanshan and Weipai Gaoshan, will be provided by DeepRoute.AI [4] - In addition to DeepRoute.AI, Great Wall Motors is collaborating with Zhuoyue Technology to develop intelligent driving solutions for its budget models [4]