FAW Jiefang(SZ:000800) 自动驾驶之心·2025-09-23 03:44Core Viewpoint - The acquisition of DJI's automotive division, Zhuoyue Technology, by China First Automobile Works (FAW) marks a significant development in the autonomous driving sector, enhancing FAW's competitive edge in smart driving technology [1][5]. Group 1: Acquisition Details - On September 22, the State Administration for Market Regulation announced FAW's acquisition of Zhuoyue Technology [1]. - Zhuoyue, previously part of DJI's automotive division, has evolved from a low-computing power, high-cost performance model to a mid-to-high-end computing platform, introducing laser radar solutions and integrated cockpit technologies [3]. Group 2: Financial and Market Impact - Zhuoyue has raised over 2.5 billion yuan in funding from various automotive companies and institutions, including BYD and SAIC [3]. - It is projected that by 2025, around 2 million vehicles will be equipped with DJI's automotive intelligent driving systems, with partnerships expected to increase to 5 million vehicles within 3-5 years [5]. Group 3: Strategic Implications - The acquisition is beneficial for both parties; FAW will gain Zhuoyue's technological advantages in intelligent driving, enhancing the competitiveness of its vehicle lineup and accelerating the transition to smart driving [5][6]. - Zhuoyue's growth reflects a decade of advancements in autonomous driving technology, positioning it as a significant player outside of Huawei's influence in the sector [7][8].