四维图新筹划入股鉴智 将推动智驾业务融合

Core Viewpoint - Four-dimensional Tushin (002405) is planning to participate in a new round of financing for PhiGent Robotics Limited, aiming to enhance its strategic layout and core competitiveness in the autonomous driving sector [1][2] Group 1: Company Developments - Four-dimensional Tushin is in the process of due diligence, auditing, and evaluating the transaction with PhiGent Robotics, which is still in the intention stage and has uncertainties regarding completion [1] - The company reported a decline in revenue from its autonomous driving segment in the first half of the year due to delays in production schedules from some automotive clients [2] - The integration of autonomous driving businesses between Four-dimensional Tushin and PhiGent Robotics is expected to provide comprehensive solutions for automotive manufacturers, covering low, medium, and high-level autonomous driving capabilities [1] Group 2: Industry Trends - The L3 level autonomous driving technology is entering a commercial phase, with a shift towards mid to low-end markets, leading to increased competition among automotive manufacturers [2] - The concept of "autonomous driving equality" is advancing, with mid to high-level autonomous driving features being offered in vehicles priced between 100,000 to 150,000 yuan [2] - The industry is experiencing deep integration, with traditional manufacturers slowing down their in-house development and increasingly relying on external technology suppliers [2]