人工智能成为智能网联汽车产业变革的“关键引擎”

Core Insights - The smart connected vehicle industry is undergoing a significant transformation, reshaping product forms, industrial patterns, infrastructure, and mobility methods [1] - The integration of artificial intelligence in the automotive sector is becoming a core variable for enterprise survival and development, with a focus on leveraging current advantages for future leadership [2] - Despite progress, the domestic smart connected vehicle industry faces challenges such as insufficient policy coordination, technological silos, and supply chain risks [3] Industry Development - In the first half of 2025, China's new energy vehicle sales reached 6.937 million units, a year-on-year increase of 40.3%, with a market penetration rate of 44.3% [1] - The market share of new passenger cars equipped with L2-level assisted driving functions has exceeded 62%, indicating a leading level of intelligence globally [1] - The automotive industry's transformation towards electrification, intelligence, and low carbon is driving profound changes in the supply chain and industrial ecosystem [1] Technological Trends - The development path of automotive intelligence is being reshaped, with end-to-end large model-based autonomous driving technology becoming a focal point for industry layout [1] - The concept of "embodied intelligence" is emerging, where vehicles are redefined as integrated systems combining a "super brain" and "physical body" [2] - The transition from decentralized to centralized control in vehicle systems is essential for the development of L3 and above autonomous driving [2] Challenges and Recommendations - The smart connected vehicle sector faces challenges including standardization, technological maturity, cost control, and safety risks [2][3] - Recommendations include accelerating the definition of L3-level responsibility boundaries, unifying standards for vehicle-road-cloud integration, and establishing an industry-level autonomous driving data pool [3] - Emphasizing self-research and open collaboration is crucial for industry growth, as no single company can dominate the multi-faceted fields involved in smart connected vehicles [3]