年末L4的商业化落地被九识悄悄打响了......

Core Viewpoint - The article discusses the recent strategic partnership between Jiushi Intelligent and Dongfeng, highlighting the growing maturity of L4 autonomous driving technology and its commercialization potential in various vehicle segments [3][4][20]. Financing Situation - The article mentions that several L4 companies are currently undergoing financing, with Jiushi and Xinshi performing well in the low-speed logistics sector [2][3]. Technological Maturity - The partnership emphasizes the importance of engineering maturity for L4 systems, which must perform reliably in complex and extreme environments [7][8]. - Jiushi Intelligent has developed a unique OCC temporal model that enhances perception capabilities by utilizing multi-frame temporal data to understand object movement and potential risks [9]. Cost Structure - Jiushi's focus on cost reduction from the outset has allowed it to create a viable business model for L4 technology, addressing early concerns about the commercial feasibility of autonomous driving [15][18]. - The company employs a highly self-developed architecture for hardware, which optimizes sensor selection and computational power, leading to better cost-effectiveness [17]. Ecosystem Development - Jiushi does not position itself as a single vehicle supplier but aims to build an expandable product and ecosystem around L4 capabilities, collaborating with various partners to create diverse autonomous vehicle forms [19]. - The company has successfully deployed nearly 16,000 autonomous vehicles across over 300 cities, accumulating more than 70 million kilometers of safe operational mileage [19]. Strategic Collaboration - The collaboration between Dongfeng and Jiushi represents a "capability-level cooperation," where Dongfeng provides manufacturing advantages while Jiushi offers mature L4 technology and commercialization experience [20]. - As the industry shifts towards profitability, Dongfeng's choice of Jiushi reflects a recognition of its technological approach and cost control capabilities [21].