3 6 Ke·2025-12-12 02:57Core Viewpoint - The recent developments in the autonomous driving sector highlight the struggles of traditional automakers in establishing self-research capabilities, leading to a shift towards reliance on suppliers for technology solutions [1][11][14]. Group 1: Company Developments - Great Wall Motors launched the VLA intelligent driving model, showcasing its technological advancements in autonomous driving [1]. - Following the launch, its subsidiary, Haomo Zhixing, announced a complete shutdown, indicating the harsh realities of competition in the commercial sector [1]. - Haomo Zhixing's decline was foreshadowed by its failure to adapt to critical technological shifts, resulting in a significant reduction in workforce from 1500 to around 200 employees [1][3]. Group 2: Industry Trends - The trend among traditional automakers is moving away from self-research towards partnerships with suppliers, with companies like Chery and Great Wall Motors prioritizing manufacturing and sales over autonomous technology development [4][11]. - The autonomous driving industry has seen a significant decline in financing, dropping from 932 billion to 200 billion in three years, reflecting a cautious investment climate [17]. - The shift towards supplier solutions is becoming a standard practice, allowing automakers to focus on vehicle performance and brand identity rather than extensive in-house development [19]. Group 3: Competitive Landscape - New entrants like NIO, Xpeng, and Li Auto are positioned differently, focusing on building competitive advantages without the burden of traditional sales pressures [6]. - The failure of companies like Dazhuo Intelligent highlights the challenges faced by traditional automakers in balancing technological innovation with operational realities [10]. - The integration of external suppliers has become essential for traditional automakers to remain competitive in the rapidly evolving autonomous driving market [14][19].