GXED(SH:600617) Ke Ji Ri Bao·2025-10-23 09:15Core Insights - The 2025 Intelligent Connected Vehicle Conference showcased advancements in China's smart vehicle industry, highlighting innovations in autonomous driving and vehicle operation systems [1] - China's new energy vehicle (NEV) industry has achieved significant breakthroughs in production scale, core technologies, and supply chain ecosystems during the 14th Five-Year Plan, leading to a rise in global exports [1][3] Group 1: Industry Developments - The conference featured a fully autonomous Robotaxi operation model and a new generation of autonomous vehicles equipped with 33 high-precision sensors for comprehensive environmental recognition [1] - The integration of domestic chips in vehicles is emphasized, showcasing a model that incorporates products from ten leading Chinese chip manufacturers [1] - The Ministry of Industry and Information Technology noted the establishment of a complete industrial system encompassing smart cockpits, autonomous driving, and connected cloud control [1] Group 2: Technological Innovations - A new material developed by the Chinese Academy of Sciences enables a flexible battery that can withstand 20,000 cycles, improving energy density by 86% when used in composite cathodes [2] - Over the past five years, the charging efficiency of power batteries in China has increased by more than four times, with a domestic vehicle localization rate exceeding 95% [3] Group 3: Smart Mobility Transformation - The definition of "automobile" is evolving into a smart mobility terminal, integrating advanced voice interaction systems and real-time monitoring technologies for driver safety and comfort [3] - The automotive industry is entering an era of deep exploration in artificial intelligence, with innovations leading to five major transformations in new vehicles [3] Group 4: Collaborative Innovation - The "vehicle-road-cloud integration" system addresses challenges in signal recognition for autonomous driving, enhancing safety through real-time traffic information sharing [4] - The demand for over 2,000 chips per vehicle is accelerating the growth of the electronic information manufacturing sector [4] - The NEV sector is projected to exceed 2 trillion yuan in consumption by 2024, driving rapid development across the supply chain and related industries [5] Group 5: Global Market Impact - In the first nine months of the year, China's NEV exports reached 1.758 million units, marking a year-on-year increase of 89.4%, with over 5,000 vehicles exported daily [5] - Chinese brands are progressively establishing a presence in the global market, contributing significantly to the electrification transformation of the automotive industry [5]