千里科技：千里浩瀚G-ASD方案已搭载于极氪、领克车型

Core Insights - The company has fully shifted its core business towards intelligence, launching a comprehensive hardware and software integrated intelligent driving solution in partnership with Geely, Maichi, and Lotus [2] - The autonomous driving service (Robotaxi) has been successfully implemented in Chengdu, with the release of the G-ASD advanced driving assistance solution covering levels L2 to L4, now equipped in Zeekr and Lynk & Co models [2] Company Transformation - Founded in 1992 and listed in 2010, the company has undergone significant capital and strategic restructuring to transition from a traditional manufacturer to an intelligent driving technology company [2] - Key developments include the introduction of strategic investors like Manjianghong Fund and Geely in 2020, the establishment of Ruiblu Automotive in 2022, and the enhancement of governance with industry elites joining the company [2] - The company has submitted an application for a Hong Kong stock listing in 2025 to broaden its financing channels while maintaining traditional automotive and motorcycle businesses as stable cash flow foundations [2] Technological Advancements - The company plans to gradually apply the iteration of its intelligent driving system 2.0 and improvements in obstacle scenarios in next year's vehicle deliveries, aiming for L3 level capabilities with expected completion of quasi-L3 access this year [3] - Significant enhancements in technical architecture and model parameters, along with continuous updates in hardware configuration and cloud-based model support, are being made to achieve L3 level [3] - Discussions on technical challenges such as sensor fusion, algorithm changes, and competitive responses from domestic manufacturers were highlighted, emphasizing the impact of model-driven acceptance and data granularity on recognition results [3] Strategic Partnerships - Geely is identified as a key Alpha customer, with plans to deepen collaboration on integrated hardware and software solutions while actively negotiating with other OEMs for strategic partnerships [3] - Despite market pressures on pricing and shipment volumes, the company anticipates rapid growth from major and strategic customers, focusing on the development of integrated solutions to enhance the importance of flagship vehicle cabins [3]