国泰海通证券研究·2025-09-03 08:39Core Insights - The article discusses the rapid development of large models and their integration into intelligent driving, highlighting the growing consensus in the industry that L3 level intelligent driving is becoming commercially viable due to supportive policies [1][2] - The introduction of the Visual-Language-Action (VLA) model is expected to create a comprehensive cognitive framework similar to human drivers, influencing the landscape of intelligent driving and embodied intelligence, while presenting significant market and capital opportunities [1][2] Group 1: Key Presentations - The event featured speeches from industry leaders, including Chen Zhongyi from Guotai Junan Securities and Wu Heng from SAIC Group, emphasizing the importance of L3 intelligent driving and embodied intelligence [3] - Zhu Feng, Chief Analyst at Guotai Junan, presented on the VLA model as a key to achieving L3 intelligent driving [3] - Yuan Yuji from Momenta discussed the company's data-driven approach and dual-product strategy for scalable autonomous driving solutions, including mass production of assisted driving and RoboTaxi services [4] Group 2: Technological Innovations - He Yihan from Che Lian Tian Xia highlighted the evolution of intelligent cockpit large models, focusing on redefining vehicle experiences through AI and optimizing multiple large language models for practical applications [4] - Liu Bin from Juefei Technology emphasized the importance of data loops in driving high-quality development in intelligent driving, providing customized data engines and services [5] - Zhou Enze from Al-Link showcased innovations in automotive intelligent cockpit technology, significantly reducing development costs for car manufacturers while enhancing user experience [5] Group 3: Industry Trends - Wang Panqu from Zero One Automotive discussed the transition to intelligent heavy trucks under the VLA framework, aiming to become a leading global transportation robotics company through vertical integration and innovative design [6] - The event concluded with a roundtable discussion involving industry, investment, and banking sectors, focusing on the future of intelligent driving and investment opportunities [6]