XIAOMI(HK:01810) Mei Ri Jing Ji Xin Wen·2025-10-16 12:49Core Insights - The advantages of machine driving over human driving include strict adherence to regulations, immunity to physiological and emotional factors, and the potential for data-driven evolution. However, inherent limitations exist, such as insufficient capability to handle long-tail scenarios and the risks associated with the black box effect [1] Industry Trends - The global automotive industry is undergoing a profound transformation, with China's new energy vehicle market leading the electric transformation through policy guidance and technological iteration. The commercialization of intelligent driving technology has reached a critical turning point since 2025, with increasing emphasis on safety [1] - The intelligent wave is reshaping the competitive landscape of the global automotive industry, with artificial intelligence evolving from an optional technology to a core variable affecting enterprise survival and development [1] Safety Emphasis - Safety is a consensus among industry professionals, with Momenta's CEO emphasizing that without safety, there can be no development in intelligent driving systems. Recent national efforts in establishing strong standards are expected to significantly regulate the development of the intelligent assistance market [2] - Geely's chairman highlighted that user safety must remain paramount in the development of intelligent networked technologies, which should address real user pain points rather than merely existing as concepts [2] Investment and Development - Xiaomi has committed a total investment of 5.79 billion yuan in combined auxiliary driving, with a dedicated R&D team exceeding 1,800 personnel. The focus is on reducing accidents as a primary goal of autonomous driving [3] - The industry is urged not to halt the development of intelligent driving technologies due to safety concerns. The balance between innovation and safety is crucial, as blind innovation can lead to accidents, undermining the purpose of intelligent driving [5] Collaboration and Responsibility - Industry players are encouraged to collaborate in promoting safety within the sector, with a commitment to addressing any safety issues that arise [5] - The importance of clearly defining responsibilities among various technology partners in the automotive supply chain is emphasized to ensure the safety and reliability of vehicles [4]