作者｜李艳娇 在1月31日的2025智驾天梯榜年度盛典上，地平线一举斩获"天梯榜年度黑马"大奖。 仅参与1次智驾大赛、2轮测试的地平线，何以摘得这一重磅殊荣？为客观评判其智驾技术实力，本文将从场景、效率、安全、总得分四大核心维度展开解 析。 值得注意的是，智驾天梯榜四大年度榜单的评选，设有 "累计测试满6次且累计上榜满6次" 的准入门槛，地平线因未达标准暂未纳入排名。而若打破这一 限制将其计入榜单，整体排名格局将发生何种变动？地平线又将跻身怎样的位次？ #01 场景：超越季军小鹏，逼近亚军理想 | 4 . | | | | | 智驾天梯榜2025年度场景榜汇总 城区NOA | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 统计周期:2025年4月 - 2026年1月 | | | | | | | | | 年月 | 特斯拉 | 理想 | 小腹 (激光雷达+视觉) | Momenta 元戎启行 | | 小米 | | 华为乾崑智驾 极気千里浩瀚 | 蔚来 ...

Investment Rating - The industry investment rating is "Overweight," indicating an expected outperformance of the industry index relative to the benchmark by more than 5% over the next six months [71]. Core Insights - The main contradiction in C-end automotive intelligence has shifted from coverage to experience optimization, with major intelligent driving manufacturers achieving urban NOA experiences in complex scenarios such as roundabouts and U-turns, and enhancing advanced features like parking and ETC passage. Future optimization will focus on handling corner cases to improve the driving experience for passengers and safety personnel [2][66]. - Compared to 2025, all major manufacturers have improved their intelligent driving capabilities in Q1 2026, with third-party suppliers also showing excellent implementation results [2][66]. - The report evaluates the intelligent driving experiences of six manufacturers, including Horizon, Ideal, Qianli Zhijia, Lightyear, WeRide, and Xiaopeng, through both large-sample and small-sample road tests, focusing on scene implementation, takeover frequency, and comfort [2][66]. Summary by Sections Road Test Overview - The report includes two types of road tests: large-sample centralized road tests and small-sample deep road tests, each with distinct advantages and limitations [6][7]. - The large-sample test involved over 30 participants and standardized routes, while the small-sample test used consistent evaluators and longer durations for a more in-depth experience [7][8]. Intelligent Driving Models Tested - The models tested in February 2026 included: - Xingtou ET5 - Ideal i6 - Geely 9X - Ideal L6 Pro - Xingtou Star Era ES - Xiaopeng X9 [8][10]. Performance Metrics - Key performance metrics evaluated include overall evaluation, takeover frequency, stability performance, and efficiency in various driving scenarios such as roundabouts and U-turns [23][41]. - The report provides detailed performance scores for each model, indicating their ability to handle complex driving situations and overall driving smoothness [41][46][50][56][61][62]. Manufacturer Insights - Horizon's HSD achieved an average score of 4.55 with a total takeover frequency of 0.16, demonstrating excellent handling of road test scenarios [41]. - Ideal's AD Max scored 3.51 with an average takeover frequency of 1.86, showcasing strong performance in stability and handling [46]. - Qianli's G-ASD scored 3.05 with a takeover frequency of 2.60, indicating good performance in complex scenarios [50]. - Lightyear's AD Pro scored 2.89 with a takeover frequency of 2.75, performing well in roundabout scenarios [56]. - WeRide's E2E scored 3.84 with a low takeover frequency of 0.70, indicating strong performance in efficiency [61]. - Xiaopeng's XNGP scored 3.64 with a takeover frequency of 1.20, showing good stability and efficiency [62].

海报制作：智通财经/李耀琪 智通财经记者 | 伍洋宇 2025年接近年末，绿洲资本创始合伙人张津剑跟成立刚一年的具身智能创企HillBot联合创始人苏昊共进了一顿晚餐。 苏昊给张津剑展示了一些数据，进而抛出一个想法：他觉得具身智能即将在2026上半年走到GPT-2时刻。 这在行业内并不是共识。更多受访者认为，行业应该还没走到GPT-1。 具身智能赛道火在大模型之后，又与大模型紧密相关。尽管从技术上无法完全对标，但投资人愿意用"GPT-1"之类的表述试图对行业发展阶段进行定位 ——这从根本上影响他们选择是否加码、何时加码以及加多少码。 "GPT-1是搭建一个验证它是否可行的技术环境，GPT-2是本质上证明了某些技术路径是可行的。"张津剑对所谓具身智能的"GPT"时刻下如此定义。 这种定位十分重要。假设你在GPT-3.5和GPT-1/2两个时期投进OpenAI，那么2026年你得到的估值增长将分别是30倍和大约100倍。 奇怪的是，具身智能还远远没有走到GPT-3.5阶段，只因宇树科技在2025年春晚舞台上意外走红，就提前浮出了水面。 此后一年，行业投融资格局发生了翻天覆地的变化——已经入局的投资者继续加码，尚未 ...

Core Viewpoint - Horizon and CATL's subsidiary, Times Intelligent, signed a strategic cooperation agreement to focus on the trend of intelligent upgrades in the electric vehicle sector, aiming to enhance the smart travel experience for global automotive manufacturers and end users [1][4]. Group 1: Strategic Cooperation - The cooperation will leverage Times Intelligent's Rock Solid chassis products and core technologies, while Horizon will provide full-scene assisted driving products and solutions, creating a comprehensive intelligent system from foundational architecture to top-level applications [4]. - This partnership signifies a transition from capital collaboration to technical research and product co-creation, marking a new phase in their relationship [6]. Group 2: Product and Technology Integration - Times Intelligent specializes in integrated smart chassis development, with its core product, the Rock Solid chassis, enhancing battery integration efficiency and enabling parallel development of vehicle body and intelligent driving modules [4]. - Horizon has become the first domestic smart driving technology brand to exceed a shipment volume of 10 million units, with its Horizon SuperDrive™ system leading the industry towards a more accessible smart driving era [5]. Group 3: Industry Ecosystem and Future Outlook - Horizon has established partnerships with over 200 industry chain partners and has strategic collaborations with top-tier global companies like Bosch and Denso, aiming to build a mature, scalable production and delivery system [6]. - The collaboration with Times Intelligent is seen as a significant step in expanding Horizon's technological boundaries and deepening commercial scenarios in the intelligent driving sector [6].

"GPT-1是搭建一个验证它是否可行的技术环境，GPT-2是本质上证明了某些技术路径是可行的。"张津剑对所谓具身智能的"GPT"时刻下如此定义。 智通财经记者 | 伍洋宇 智通财经编辑 | 文姝琪 2025年接近年末，绿洲资本创始合伙人张津剑跟成立刚一年的具身智能创企HillBot联合创始人苏昊共进了一顿晚餐。 苏昊给张津剑展示了一些数据，进而抛出一个想法：他觉得具身智能即将在2026上半年走到GPT-2时刻。 这在行业内并不是共识。更多受访者认为，行业应该还没走到GPT-1。 具身智能赛道火在大模型之后，又与大模型紧密相关。尽管从技术上无法完全对标，但投资人愿意用"GPT-1"之类的表述试图对行业发展阶段进行定位—— 这从根本上影响他们选择是否加码、何时加码以及加多少码。 这种定位十分重要。假设你在GPT-3.5和GPT-1/2两个时期投进OpenAI，那么2026年你得到的估值增长将分别是30倍和大约100倍。 奇怪的是，具身智能还远远没有走到GPT-3.5阶段，只因宇树科技在2025年春晚舞台上意外走红，就提前浮出了水面。 此后一年，行业投融资格局发生了翻天覆地的变化——已经入局的投资者继续加码，尚未出 ...

Core Insights - Horizon has made a significant personnel change by appointing Zhu Wei as the new president, succeeding Chen Liming, who will now serve as vice chairman [1][2] - Zhu Wei's experience at CATL, particularly in passenger vehicle and overseas energy storage businesses, positions him to lead Horizon's transition from a technology company to a commercial powerhouse [5][8] Company Strategy - The strategic partnership with CATL's Times Intelligent aims to enhance Horizon's capabilities in the smart driving market, focusing on the integration of hardware and software [6][7] - Horizon's goals for the next 3-5 years include producing 10 million units of HSD (Horizon SuperDrive) and increasing the average mileage for urban MPI (manual takeover intervals) by tenfold by 2026 [4][8] Market Context - The smart driving market is evolving from production capability to a competitive landscape focused on scalability, cost reduction, and efficiency [4][8] - The collaboration with CATL represents a strong alliance in the Chinese new energy vehicle sector, combining CATL's supply chain expertise with Horizon's smart technology [7] Leadership Transition - Chen Liming's tenure established a solid engineering foundation for Horizon, while Zhu Wei's role will focus on scaling operations and expanding market share [3][5] - Zhu Wei's entry is seen as a strategic move to enhance Horizon's competitive edge amid increasing competition from companies like Huawei and NVIDIA [8][9]

2026年2月9日，地平线与宁德时代旗下子公司——宁德时代（上海）智能科技有限公司（以下简称"时 代智能"）签署战略合作协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行 体验"为目标，为全球整车企业与终端用户提供卓越的智能化出行体验。 值得一提的是，本次战略合作协议签署仪式由地平线总裁朱威，时代智能董事总经理杨汉兵代表双方公 司签约。而这也是地平线新任总裁朱威首次公开亮相。 对此，地平线创始人CEO余凯微博发文表示，因为共同的事业和愿景走到一起！ 据了解，朱威本科毕业于中国科学技术大学精密仪器专业，并拥有耶鲁大学商学院MBA学位。曾在宁 德时代任职8年，担任执行总裁，负责乘用车以及海外储能业务。此前曾任法雷奥中国区副总裁，负责 汽车舒适及辅助驾驶业务。 责任编辑：李思阳 2026年2月9日，地平线与宁德时代旗下子公司——宁德时代（上海）智能科技有限公司（以下简称"时 代智能"）签署战略合作协议。双方将聚焦新能源汽车智能化升级需求，以"高智能、高安全的智能出行 体验"为目标，为全球整车企业与终端用户提供卓越的智能化出行体验。 值得一提的是，本次战略合作协议签署仪式由地平线总裁朱威，时代智能 ...

Group 1 - The core point of the article is the appointment of Zhu Wei as the new president of Horizon Robotics, succeeding Chen Liming, and the significance of this leadership change in the context of the company's strategic direction and recent partnerships [1][4][11]. Group 2 - Zhu Wei, a graduate of the University of Science and Technology of China, has a diverse career background, including roles at Mercedes-Benz and as an executive at CATL, where he was responsible for passenger vehicle business [1][6][8]. - The recent collaboration between CATL and Horizon Robotics involves CATL supplying intelligent chassis and Horizon providing intelligent driving assistance systems, aimed at offering solutions to OEMs [2][4]. - Chen Liming, the former president, has transitioned to the role of vice chairman at Horizon, focusing on major strategic decisions for the company [4][11]. Group 3 - Zhu Wei's previous experience includes significant roles in multinational companies and a focus on overseas markets, which aligns with Horizon's recent emphasis on international expansion and establishing a European headquarters [11][12]. - The automotive industry is increasingly prioritizing internationalization, with companies recognizing that entering overseas markets is critical for survival rather than just growth [11].

《中国经营报》记者采访了解到，朱威本科毕业于中国科学技术大学精密仪器专业，拥有耶鲁大学商学 院MBA学位，是宁德时代原执行总裁。原地平线总裁陈黎明转任副董事长聚焦公司重大战略决策，进 一步推进公司治理体系完善及重大战略落地。资料显示，朱威在宁德时代任职8年，负责公司乘用车以 及海外储能业务。加入宁德时代前，朱威曾任法雷奥中国区副总裁，负责汽车舒适及辅助驾驶业务。其 职业经历横跨智能驾驶和新能源，并在国内和国际业务上都有丰富的经验。 据介绍，根据协议，时代智能将提供其磐石底盘系列化产品与技术，地平线则将贡献其全场景辅助驾驶 产品以及解决方案等汽车智能化核心能力。双方通过软硬协同、跨域融合，共同探索从底层架构到顶层 应用的完整智能化体系，为海内外OEM客户提供更具竞争力与多样化的产品选择与服务支持。 时代智能是宁德时代旗下专注一体化智能底盘产品研发和技术服务子公司，核心产品为磐石底盘。磐石 底盘作为独立的智能移动载体，高度集成电池、电驱、热管理及底盘域控制器等关键技术，大幅度提升 了电池到底盘的成组效率、电池-电驱系统转换效率，同时通过与上车身解耦，可实现与上车身空间及 智能驾驶等模块的同步开发、并行迭代，高效助 ...

Domestic News - The Ministry of Commerce held a meeting with automotive companies to discuss measures to expand and improve automotive consumption, emphasizing the potential of China's large market and the need for policy support and innovation [7] - Shenzhen's strategic emerging industries, including integrated circuits and industrial robots, accounted for over 10% of the national output of 39 industrial products, with the added value of strategic emerging industries expected to rise from 1.03 trillion yuan in 2020 to 1.67 trillion yuan by 2025 [8] - Shanghai's South Port exported 82,000 vehicles in January, a year-on-year increase of 65.2%, with 61,000 of those being new energy vehicles, marking a 115.92% increase [9] - FAW Bestune announced its product plan for 2026, which includes five family models and two mobility models [10] - NIO plans to build 1,000 battery swap stations in 2026, expanding its charging network [11] - Lantu Motors will launch China's first mass-produced L3 level SUV, equipped with Huawei's advanced driving system [12] - Pony.ai, in collaboration with Toyota China and GAC Toyota, will deploy the Platinum Smart 4X Robotaxi in 2026 [13] - Horizon Robotics and a subsidiary of CATL signed a strategic cooperation agreement to enhance automotive intelligence [14] International News - India revised its fuel efficiency regulations, removing exemptions for small cars, which was previously seen as favoring a single company [15] - BMW and E.ON launched Germany's first commercial vehicle-to-grid service for new generation electric vehicles [16] - South Korea's automotive parts exports to the U.S. are projected to decline by 6.7% in 2025, marking the first annual drop since 2020 [17] - Mercedes-AMG plans to launch its third electric model in the second half of 2027, following two other electric models [18] Commercial Vehicles - The Ouman Galaxy pure electric heavy truck completed extreme cold testing at -35°C, demonstrating its performance in harsh conditions [19] - The Shandong Heavy Industry's Shandeka C5L cargo truck was officially launched, marking a new benchmark in the cargo transport industry [20] - The latest announcement from the Ministry of Industry and Information Technology revealed 181 new energy heavy truck models, with a 29.29% increase from the previous batch [22] - The Great Wall Cannon will be equipped with the Hi4-T plug-in hybrid system across its entire lineup, expanding consumer access to hybrid pickup trucks [25]