中尾部智驾玩家，陷在“赢者通吃”的焦虑里

Core Viewpoint - The sudden shutdown of Haomo Zhixing highlights the intense competition and market consolidation in the autonomous driving industry, where leading companies are rapidly advancing while mid-tier players struggle to survive [1][2][3]. Group 1: Company Developments - Haomo Zhixing announced a complete shutdown on November 22, 2025, due to its poor operational status, despite previously being valued at over $1 billion [2]. - The company faced multiple failures, including hardware selection issues, outdated software algorithms, and indecisive management, leading to delays in its urban advanced driving solutions compared to competitors [2]. - Long-term partnerships with major automotive manufacturers have shifted, with Haomo Zhixing losing support from Great Wall Motors, which has turned to other suppliers for its advanced driving solutions [2]. Group 2: Market Dynamics - The autonomous driving industry is experiencing a significant divide, with leading companies like Huawei and Momenta rapidly gaining market share, while mid-tier firms face existential threats [3][5]. - Huawei's autonomous driving system has surpassed 1 million units, with a market share of 27.8% in the NCA segment, indicating strong demand for advanced driving technologies [5]. - The competitive landscape is shifting towards a "winner-takes-all" scenario, where only a few players are expected to survive, as highlighted by predictions from industry leaders [7][10]. Group 3: Strategic Responses - Mid-tier companies are seeking differentiation by exploring new markets and applications, such as autonomous delivery vehicles and international collaborations [4][5]. - There is a trend among mid-tier firms to form strategic partnerships and investments to enhance their competitive positioning, as seen with companies like Aito and their acquisitions [9][10]. - Despite the prevailing narrative of consolidation, some mid-tier executives believe there is still room for diverse survival strategies within the industry, suggesting that the market is not yet fully consolidated [9][10].