智能网联汽车决胜“下半场”

Core Insights - The smart connected vehicle industry is a strategic direction for the global automotive sector, driving profound changes in product forms, industrial patterns, infrastructure, and mobility methods [1] - China's smart connected vehicle industry has made significant progress, with production and sales of new energy vehicles reaching 6.968 million and 6.937 million units respectively in the first half of the year, marking year-on-year growth of 41.4% and 40.3% [1] - The integration of artificial intelligence in automotive products is accelerating, presenting major opportunities for industry transformation [2] Industry Development - A complete industrial system has been established in China, including smart cockpits, autonomous driving, and connected cloud control, with leading technologies in human-machine interaction and collaborative perception [1][2] - The penetration rate of new cars equipped with L2-level combined driving assistance systems reached 62.58% in the first seven months of the year, an increase of 6 percentage points year-on-year [4] - The development of smart connected vehicles is supported by a robust supply chain for hardware and software, as well as advanced information and communication technologies [4] Technological Advancements - The end-to-end technology for autonomous driving integrates multiple functional modules into a unified neural network model, enhancing information flow efficiency [2] - The use of "camera + millimeter-wave radar + lidar" solutions improves visibility, and the cost of single radar units is decreasing, making L3-level autonomous vehicles more accessible [2] - AI is transforming the automotive industry across various stages, including design, production, supply, sales, and service, enhancing operational management and predictive maintenance capabilities [3] Infrastructure and Testing - Over 35,000 kilometers of testing roads have been opened nationwide, with more than 11,000 intelligent roadside units deployed and over 4.6 million 5G base stations constructed [5] - Various demonstration projects for smart mobility, platooning, trunk logistics, and last-mile delivery are being conducted, laying the foundation for the industrialization and scaling of smart connected vehicles [5] Safety and Security - The safety of machine-driven vehicles is a critical topic, with machines capable of standardized operations that avoid human errors [6] - Concerns exist regarding the machine's decision-making in rare scenarios not covered by training data, which could pose potential safety risks [6] - The industry faces challenges related to cybersecurity, data security, and functional safety, necessitating a shift from passive compliance to proactive defense strategies [7]