张琦：智能驾驶趋向理性发展 付费订阅考验车企讲故事的能力

Core Viewpoint - The rise of L2 level intelligent assisted driving technology has sparked discussions on subscription models and safety responsibilities in the automotive industry [1] Group 1: Subscription Models and Consumer Attitudes - The automotive industry is shifting from a traditional hardware sales model to a "hardware + service" continuous profit model, with challenges in finding acceptable pricing for both companies and consumers [2] - A recent survey indicated that over 40% of consumers are unwilling to pay extra for intelligent driving systems, with 44% only willing to pay less than 5% of the vehicle price for such features [3] - The comparison of intelligent driving subscription models to Apple's business model highlights a potential shift in consumer acceptance over time [3] Group 2: Market Trends and Consumer Preferences - The automotive market is witnessing a divide where traditional luxury brands focus on personalized high-end customization, while new energy and smart vehicle brands emphasize intelligent customization [3] - The flexibility in subscription models, such as monthly payments for intelligent features, could enhance consumer freedom and promote consumption [4] Group 3: Safety Concerns and Regulatory Environment - Safety issues surrounding intelligent assisted driving technology have become a focal point, with consumers becoming more cautious after experiencing real-world limitations of the technology [5] - The transition of consumer attitudes from skepticism to cautious trust in intelligent driving technology is seen as beneficial for industry development and user safety [5] Group 4: International Market Opportunities - Chinese companies in the intelligent driving sector have accumulated significant technological expertise, but must adapt to local regulations and market conditions when entering overseas markets [6] - The demand for intelligent driving features is growing globally, with Chinese users already accustomed to advanced functionalities that are just beginning to emerge in overseas markets [6]