车中旭霞·2025-12-11 15:03Core Insights - The article highlights the rapid advancements in automotive intelligence, particularly focusing on the penetration rates of various smart driving technologies and the latest developments from key players in the industry. Group 1: Key Developments in Automotive Intelligence - Xiaopeng Motors launched the second-generation VLA, Robotaxi, the new generation IRON, and two flight systems, all with clear mass production plans [10][39] - Pony.ai announced that its fourth-generation autonomous truck family will enter mass production next year [13] - WeRide received a pure unmanned license for its Robotaxi in Switzerland, marking a significant milestone in its global strategy [14] - Horizon Robotics deepened its strategic cooperation with Volkswagen Group to enhance smart driving capabilities [18] - Black Sesame Intelligence introduced the SesameX platform, aiming to revolutionize robotics with comprehensive intelligence [19] - Hesai Technology secured exclusive laser radar supply contracts for Li Auto's new generation of assisted driving platforms [20] - Youjia Innovation is accelerating the large-scale deployment of its unmanned logistics vehicle, the Xiaozhu T5 [21] Group 2: High-Frequency Core Data Updates - As of September 2025, the penetration rate of 800 million pixel cameras in passenger vehicles reached 67.8%, with an increase of 8 percentage points year-on-year [4] - The penetration rate of L2 and above smart driving functions in passenger vehicles reached 34.8%, up 19 percentage points year-on-year [5] - The penetration rate of laser radar in passenger vehicles was 12.2%, reflecting a year-on-year increase of 5.3 percentage points [5] - The penetration rate of OTA (Over-The-Air) updates in passenger vehicles reached 78.1%, with a year-on-year increase of 5 percentage points [6] Group 3: Market Performance and User Engagement - Xiaopeng Motors reported a record high of 42,013 new car deliveries in October 2025, a year-on-year increase of 76% [39] - Li Auto delivered 31,767 new vehicles in October 2025, with a cumulative delivery of 1,462,788 vehicles [42] - The cumulative mileage of Li Auto's assisted driving system reached 55.1 billion kilometers, with significant safety achievements [42][43]