经纬恒润：正开发基于英伟达Orin城市NOA方案，计划今年年底量产

Group 1 - The company is developing a solution based on NVIDIA Orin, aiming for mass production by the end of this year, which includes urban NOA functionality along with 11 cameras and radar [2] - The competitive landscape for intelligent driving in the Chinese market is intense, with increasing regulatory scrutiny and stricter controls on advertising by car manufacturers [2] - The company's high R&D investment over the past few years has started to yield positive results, particularly in domain controllers, chassis, and new energy sectors [2] - The company is enhancing its overseas presence with investments in a factory in Malaysia and a research center in Germany, which are expected to translate into actual output [2] Group 2 - In the major assembly business, the company has early layouts for battery packs, electric drive bridges, and integrated thermal management, with some battery pack models already in mass production for special vehicle platforms [3] - Integrated thermal management and electric drive bridges are still in the R&D phase, with plans for initial applications in special vehicle platforms and autonomous transport tools [3] - The company has also developed products like silicon carbide power modules during the R&D of large assemblies, which have gained recognition from supply chain partners and customers [3]