毫末智行突曝停工，智驾自研走不通，“地大华魔”四巨头要赢麻？

Core Insights - The news highlights the operational halt of the autonomous driving company, Haomo Zhixing, effective November 24, with no clear explanation from the leadership, indicating severe internal issues and a lack of communication [1] - Haomo Zhixing's struggles have been attributed to both internal challenges and external pressures, particularly the rapid evolution of technology in the autonomous driving sector [3][5] - The company, which was once seen as a promising player in the industry, has faced significant setbacks, including high-profile executive departures and a failure to keep pace with technological advancements [7][10] Internal Challenges - Haomo Zhixing's technology foundation was based on outdated models, which became a liability as the industry shifted towards new paradigms driven by large models and data-centric approaches [5][8] - The company struggled to adapt to the new technological landscape, facing obstacles in data acquisition, computational power, talent retention, and organizational agility [5][8] - A significant portion of Haomo's orders came from its parent company, Great Wall Motors, and a reduction in these orders led to a critical loss of data necessary for algorithm development [7][10] External Pressures - The competitive landscape has evolved, with rivals like Momenta, Huawei, and Horizon Robotics establishing strong positions through early investments in data ecosystems and technological innovations [5][14] - Great Wall Motors has shifted its strategy, moving away from self-reliance in autonomous driving technology and opting to collaborate with established third-party suppliers [8][11] - The market is rapidly changing, with expectations that by the end of 2025, advanced driver-assistance systems will become standard in vehicles, putting pressure on companies like Haomo to adapt quickly or risk obsolescence [13][19] Industry Trends - The autonomous driving sector is consolidating around a few key players, referred to as "地大华魔" (Horizon, DJI, Huawei, and Momenta), who have demonstrated the ability to deliver scalable and effective solutions [14][19] - Traditional automakers are increasingly recognizing the limitations of in-house development and are turning to partnerships with specialized technology firms to remain competitive [19][20] - The urgency for automakers to establish reliable partnerships and integrate advanced technologies is underscored by the impending market shifts expected by 2026, where failure to adapt could lead to exclusion from the mainstream market [19][20]