中尾部智驾玩家，困在“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 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 - The company faced multiple failures, including hardware selection issues, outdated software algorithms, and indecisive management, leading to delays in its urban advanced driving solutions compared to competitors [2].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: Industry Dynamics - The autonomous driving sector is witnessing 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 its technology [5]. - The industry is moving towards a "winner-takes-all" scenario, with predictions that only a few players will remain by 2027, emphasizing the need for data-driven approaches and collaboration among companies [7][10]. Group 3: Competitive Strategies - Mid-tier companies are exploring differentiated survival strategies, including diversifying into sectors like unmanned delivery and agriculture, as well as seeking international partnerships [4][5]. - There is a trend among mid-tier firms to form deep partnerships with ecosystem players, as seen with significant investments and acquisitions aimed at strengthening their market positions [9][10]. - The competitive landscape is evolving, with a consensus that while some consolidation is inevitable, the final outcome may not lead to a complete monopoly, especially in software solutions where differentiation remains crucial [10].