Core Insights - In July 2025, China's inverter export amount was 6.505 billion yuan, showing a month-on-month decrease of 1.08% but a year-on-year increase of 16.02%, indicating a slight month-on-month adjustment while maintaining high year-on-year growth [2][3] - From January to July 2025, the cumulative inverter export amount reached 36.971 billion yuan, reflecting a year-on-year growth of 8.63%, demonstrating stable market performance [2][3] Regional Performance - **Asia**: In July 2025, inverter exports to Asia amounted to 2.054 billion yuan, with a month-on-month decrease of 22.84% and a year-on-year increase of 1.69%. The Middle East performed well, while demand from India and Pakistan declined [4] - **Europe**: Exports to Europe totaled 2.831 billion yuan in July 2025, with a month-on-month increase of 15.70% and a year-on-year increase of 28.13%, indicating stable performance [4][5] - **North America**: Exports to North America reached 235 million yuan, with a month-on-month increase of 6.27% and a year-on-year increase of 31.93%, showing a positive trend as tariff impacts stabilize [6] - **Oceania**: Exports to Oceania hit a record high of 397 million yuan, with a month-on-month increase of 60.89% and a year-on-year increase of 188.80%, indicating strong growth [6] Export Performance by Province - In July 2025, Guangdong's inverter exports were 2.441 billion yuan, showing a month-on-month increase of 0.93% and a year-on-year increase of 10.38%, while Jiangsu's exports decreased slightly due to high base effects from June [7] Investment Outlook - Long-term growth in global renewable energy installations and increasing demand for energy storage are expected to drive market expansion. Key regions include: - Europe, where large-scale storage installations are expected to accelerate [8] - The U.S., where demand for large storage projects is significant and tariff impacts are diminishing [8] - Emerging markets in Asia, Africa, and South America, which present substantial growth opportunities [8] - The Middle East, where renewable energy investments are increasing [8]

暑假就要结束了，开学季越来越多的同学联系峰哥和柱哥。有刚入行的研一小白，也有秋招激战正酣的研二/研 三的同学，也不乏打算转行自驾的小伙伴。很开心，通过自动驾驶之心和大家连接在一起，共同推进行业的发 展。 我们的愿景是让AI与自动驾驶走进每个有需要的同学。 端到端自动驾驶如何入门？一段式/二段式量产中如何使用？ 传统规划控制想转端到端VLA，求学习路线图！ 自动驾驶多模态大模型预训练数据集有哪些？求自动驾驶VLA微调数据集？ 多传感器融合现在还适合就业吗？ 3DGS和闭环仿真如何结合？应用中需要考虑哪些元素？ 世界模型是个啥？业内如何应用，研究还有切入点么？ 业内哪家公司前景好一些，适合跳槽，都有什么岗位开放招聘？求星主内推~ 博士入学，哪个方向容易出成果？ 闭环强化学习如何入门？ 我们会不定期和一线的学术界&工业界大佬畅聊自动驾驶发展趋势，探讨技术走向和量产痛点： 这是一个认真做内容的社区，一个培养未来领袖的地方。 星球内部梳理了近40+自动驾驶技术方向，同时也有面 向求职的问答梳理。 | 0 国内高校著名自动驾驶团队整理 链接: https://t.zsxq.com/hlVJZ | 5 算法进阶 | (17 ...

更多智能制造产业资讯 …… 1.【华为发布三款AI SSD新品】华为8月27日发布三款AI SSD产品，分别为高性能系列的HUAWEI OceanDisk EX 560和HUAWEI OceanDisk SP 560，以及大容量系列HUAWEI OceanDisk LC 560，单盘容量将最高可达到122/245 TB，实现业界最大单盘容量。（每日经济新闻） 2.【武汉聚集人工智能相关企业1000余家】"十四五"期间，武汉市数字经济核心产业增加值年均增 长10%以上，占GDP比重每年提高1个百分点，2024年达3087亿元。今年上半年，武汉市数字经济 核心产业开票额3542.47亿元、同比增长14.7%，综合实力稳居全国前十。基础设施提供新支撑—— 每万人拥有5G基站数达40个，实现5G-A网络规模覆盖；高性能算力超过5000P，武汉算力公共服务 平台汇聚省内13个市州400项算力产品；智能网联汽车测试道路总里程3487公里，位居全国第一。 新兴行业开辟新赛道——聚集人工智能相关企业1000余家，建设国家人工智能创新应用先导区，光 谷人工智能产业园入选全国首批AI产业园；东湖高新区成为全国首个低空共享无人机应 ...

Core Insights - Huawei's automotive business has achieved significant milestones, including 1 million vehicles equipped with Huawei's QianKun intelligent driving system and over 1 million units of laser radar shipped as of July this year [1] - The company emphasizes a long-term strategic vision, having invested in the automotive sector since 2014, which has led to current profitability without setting explicit commercialization goals [1][4] - Huawei's CEO of the Intelligent Automotive Solutions BU, Jin Yuzhi, believes that focusing solely on commercialization can be counterproductive, advocating for a commitment to technology development and user needs [1] Automotive Business Performance - As of August, 28 models have been launched in collaboration with Huawei, including brands like Audi and Avita [1] - Cumulative mileage for assisted driving has reached 4 billion kilometers [1] - The company has adopted a full lifecycle management approach for its products, ensuring continuous upgrades and maintenance for users [5][16] Technology Strategy - Huawei prefers the World Action (WA) model over the Video Language Action (VLA) model for autonomous driving, believing WA is the ultimate solution for achieving true autonomous driving [3][10] - The WA model processes information directly through vision inputs, eliminating the need to convert data into language, which is seen as a shortcut [3][11] - Huawei has developed the WEWA model based on the WA architecture, which will be deployed in ADS 4.0 [4] Future Plans - Huawei aims to achieve Level 3 (L3) autonomous driving capabilities on highways and Level 4 (L4) pilot capabilities in urban areas by 2026, with plans for large-scale commercial use of L4 by 2028 [9] - The company is also working to transform smart cockpits into "digital nannies," integrating AI as an AI Agent [9] Pricing and Business Model - Jin Yuzhi asserts that there is no such thing as free services in the automotive industry, as costs are often transferred in different forms [4][15] - The pricing for assisted driving systems is justified due to the ongoing costs of iteration, maintenance, and over-the-air updates [5][15] - Users who initially purchase the first version of ADS benefit from continuous upgrades, making the long-term cost of ownership more favorable [16] Safety and Sensor Technology - Huawei's increase in sensor configurations, such as additional laser radars, is driven by a commitment to safety rather than merely increasing product pricing [17][18] - The company aims to enhance safety in various driving scenarios, including parking and urban driving, by improving system precision through advanced sensor technology [17][18]

记者：张改萍、路继承 新华社音视频部制作 8月26日，中国华为公司在罗马尼亚布加勒斯特国家剧院举行新品发布会，推出Pura 80系列手机及平板 电脑等产品。 0:00 ...

智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升。10寸以上中控 屏、10寸以上液晶仪表、HUD、智能座舱域控制器6月渗透率85.2%、50%、19.4%、 40.8%，同比+1、-5、+3、+9pct，环比+1、+0、+0、-1pct。 智能网联：OTA、T-BOX6月渗透率分别76.8%、69.0%，同比分别变动+2、-7pct。投资 建议：整车推荐小鹏汽车、零跑汽车、吉利汽车。L4推荐小马智行、文远知行。零部件推 国信证券近日发布汽车智能化月报系列：英伟达驾驶芯片占比提升。2025年6月，乘用 车驾驶域控渗透率31%，其中地平线、英伟达、特斯拉FSD、华为芯片占比分别为10.4%、 53.5%、9.4%、11.6%，同比分别-2.4、+25.4、-10.3、-4.5pct，环比分 别-2.7、-3.5、+2.2、+0.2pct。 以下为研究报告摘要： 核心观点 行业新闻：1）Waymo获美国纽约市首个自动驾驶汽车测试许可；2）尚界H5上市即搭 载HUAWEI ADS4辅助驾驶系统；3）地平线HSD迎来升级，首搭车型锁定奇瑞星途E05； 4）小马智行正式启动上海浦东自动驾驶出行服务；5）文远 ...

Group 1: Technology Sector Developments - Huawei is set to unveil its new Mate XTs foldable smartphone on September 4, featuring the new Kirin 9020 processor and satellite communication capabilities [2] - Nvidia reported Q2 2026 revenue of $46.743 billion, a 56% year-over-year increase, but its data center revenue fell short of expectations, leading to a market cap loss of $130 billion [3] - IBM and AMD announced a collaboration to develop a next-generation computing architecture that combines quantum computing and high-performance computing [5] Group 2: Consumer Electronics and Appliances - Xiaomi aims to become a top brand in the home appliance sector by 2030, with a 66% revenue growth in Q2 for its tech appliances, particularly a 60% increase in air conditioning sales [4] - Apple is expected to hold its fall event on September 10, where it will likely announce the iPhone 17 series and discontinue several existing models [6] Group 3: Transportation and Delivery Services - Tesla announced an expansion of its Robotaxi service area in Austin, increasing the coverage from 91 square miles to 173 square miles and boosting its fleet size by 50% [8] - Meituan plans to eliminate overtime penalties for its delivery riders by the end of 2025, enhancing rider experience and safety [9] Group 4: Semiconductor and Manufacturing - Nanjing-based semiconductor company, Cambridge Technology, reported a significant share reduction by its controlling shareholder, indicating potential challenges in its business operations [17] - National Integrated Circuit Industry Fund and other shareholders of Guoxin Technology plan to reduce their holdings by up to 5% due to fund exit requirements [18] - Chip Enjoy Technology completed a B+ round financing of several hundred million yuan, focusing on automation solutions for semiconductor manufacturing [20]

来源：环球网 此外，向往S9搭载全新升级的全维防碰撞系统CAS 4.0，以"全时速、全方向、全目标、全天候、全场 景"为目标强化主动安全：首发高精度固态激光雷达、舱内激光视觉传感器与分布式毫米波雷达，显著 提升环境感知精度，支持路面自适应AEB（自动紧急制动）、智驾爆胎稳定控制辅助、驾驶员失能辅助 及哨兵模式增强等功能；同时，"车位到车位"体验进一步升级，可实现高速公路收费站ETC通行、车位 到车位切换泊车代驾（VPD），覆盖从出发到停车的全场景需求。 实测8D重庆：智驾表现媲美"本地老司机" 重庆复杂的立体交通网络，是检验智能驾驶系统的"天然试炼场"。此次智行"8D重庆"的测试中，传祺向 往S9在牛角沱立交、菜园坝立交、苏家坝立交这"三大网红立交"的实测中表现出了令人满意的辅助驾驶 能力。 凭借全系标配的192线激光雷达与4D毫米波雷达，车辆能精准识别单车道/多车道分布、红绿灯信号及多 层立交的匝道走向，实现丝滑变道与精准转向，如同熟悉路况的"本地老司机"般从容应对，全程安全高 效。 更具挑战性的"多维惊险主动安全连环挑战"中，向往S9直面"消失的前车"（高速突发临停车辆）、"防 误踩油门"（驾驶分心导致的 ...

转自：新华财经 2025年5月30日，江淮汽车与华为联合打造的超高端豪华乘用车品牌尊界首款车尊界S800正式上市。官 方售价70.8万元-101.8万元，有纯电和增程两种动力版本、三电机和双电机配置可选。8月25日，尊界汽 车官宣，上市87天该款车大定达12000台。相关评测报告中，"形美""智慧""安全""环保""长续航"成为该 款车的关键词。 在尊界S800批量投产前一天（2025年6月17日），江淮汽车与华为签署战略合作协议，双方将在智能汽 车解决方案、企业数智化转型、企业绿色低碳转型等领域开展全面合作。 事实上，江淮汽车与华为的合作源远流长。早在2019年双方即签署全面合作框架协议暨MDC平台项目 合作协议；在2023年12月江淮汽车与华为终端签署《智能新能源汽车合作协议》。江淮汽车与华为的合 作不局限在汽车。项兴初表示，除了在尊界S800深度合作外，在组织架构模式、供应链管理、营销服 务等方面向华为学习，以其先进的理念和经验赋能江淮汽车。 众所周知，江淮汽车起家于载货车辆。早在1968年就成功试制第一辆江淮牌载货汽车，填补了安徽省汽 车工业的空白。此后一直走在国内卡车时尚前沿，随着1996年4月份， ...

走进山东港口烟台港商品车滚装码头，65万平方米专业化堆场上，集结在这里等待出海的商品车整 齐排列，一直延伸到码头前沿。按照调度人员远程下发的指令，15台AGV机器人搬运着商品车在滚装 船前与立体车库之间穿梭，协助商品车装船。 "这些AGV小车采用激光雷达、北斗导航等融合定位技术，能适应滚装码头复杂的地形，在无人驾 驶状态下精准完成商品车搬运。"山东港口烟台港汽车码头分公司技术信息中心主任王一介绍，传统模 式下，商品车的搬运主要依靠人工驾驶车辆完成，不仅效率低，而且容易受到人为因素的影响。烟台港 创新研发的AT-AGV小车，不仅有效缓解了司机短缺的问题，还将码头的搬运效率提升了数倍。 今年，为进一步提升AGV识别效率，研发团队又在AGV前后两端各加上了两个多线程雷达，让 AGV能够360度全场景感知，取车效率进一步提升。"多线程雷达配合我们构建的车型数据库，每辆商 品车的平均取车效率提升了5秒。"王一说，而这5秒，相当于每天多释放近2小时作业窗口。 靠港停泊的货轮、穿梭的卡车、高速运转的机械……在很多人的传统印象中，港口似乎总是一 副"灰头土脸"的模样，但在烟台港各港区，"新"潮澎湃的场景却有很多，甚至每一次装 ...