国泰海通证券研究·2025-08-28 13:56Core Insights - The article discusses the rapid development of large models and their integration into intelligent driving, highlighting the increasing feasibility of L3 level autonomous driving commercialization due to supportive policies [1][2]. Group 1: Industry Developments - The integration of large models into intelligent driving is seen as a consensus within the industry, which is expected to reshape the landscape of intelligent driving and embodied intelligence, creating significant market and capital opportunities [2]. - The event features key speakers from various companies, including Guotai Junan Securities and SAIC Group, discussing the future of L3 intelligent driving and the role of visual-language-action models (VLA) [3]. Group 2: Company Innovations - Momenta, a leading autonomous driving company, focuses on scalable autonomous driving solutions through deep learning and AI, aiming to provide a comprehensive intelligent driving experience across various scenarios [3]. - CarLink, a global leader in AI intelligent cockpit and robotic systems, is redefining vehicle experiences by optimizing safety, computing power, and energy consumption, while integrating multiple large language models [3][5]. - Juefei Technology emphasizes a data-driven approach to intelligent driving, offering customized data engines and services through multi-sensor data fusion for high-precision processing [5]. Group 3: Technological Advancements - Al-Link, an innovative company in the automotive intelligent cockpit sector, leverages AI large models to enhance user experience and reduce development costs significantly [5]. - Zero One Automotive aims to lead in the new energy heavy truck sector by integrating advanced technologies and systems to create cost-effective products and promote green transportation [6].