智驾芯片算法专家交流 20250807 摘要 华为新一代芯片将提供 500-800 TOPS 算力版本，采用单芯片方案替代 双芯片，解决特征层传输局限性，并降低成本，预计价格在一万多美元， 低于双芯片方案。 车端芯片架构基于达芬奇架构，偏向整形运算，与云端服务器的浮点运 算需求不同，导致成本差异显著。华为未转向 GPGPU 方向，而是优化 ASIC 架构，推进存算一体化，提高数据吞吐效率。 华为自动驾驶算法正从 IDS3.1/3.3 的两段式结构向端云协同 Vivo 框架 转变，通过云侧世界引擎模型生成训练数据，蒸馏出 MOE 多专家原生 基模型，提高对复杂场景的泛化能力。 当前多模态大语言模型参数量约 1.几个 B，低于特斯拉和理想，车端硬 件受限于算力和带宽，运行 1.5B-2B 模型需 40GB/s 带宽。数据质量对 训练效果至关重要，高质量数据标注和工程是提升体验的关键。 华为车端多模态大语言框架可实现 100 毫秒内出结果，全链路 200 毫 秒，融合感知、后处理、预测、规划及控制，通过注意力机制提高效率。 系统基于盘古大模型，并结合开源资源进行自主创新。 Q&A 下一代 MDG1,000 芯片在算 ...

Summary of PEEK Material Conference Call Industry Overview - The conference call discusses the PEEK (Polyether Ether Ketone) material industry, particularly its applications in robotics and mechanical components such as gears, bearings, and lead screws [1][2][3]. Key Points and Arguments - **PEEK Material Usage**: Each robot uses approximately 100-200 grams of PEEK material, primarily in gears and bearings [1]. The development cycle from research to application is about 2-3 years [4]. - **Market Players**: Major international PEEK manufacturers include Solvay, Evonik, and Wiegand, with Wiegand being a leader in technology but at a higher price point [1]. Domestic manufacturers are increasing capacity through the establishment of thousand-ton production lines [1][10]. - **Cost Trends**: The price of domestic PEEK has decreased from nearly $200 per kilogram to around 300 RMB (approximately $42) over the past decade, with application volume increasing to nearly 3,000 tons [1][12][13]. - **Profit Margins**: The profit margin for fluoropolymer is about 35%, while domestic PEEK polymer manufacturers have a margin of around 40% [14]. Injection molding is suitable for high-precision products, while extrusion is used for sheets and rods, with margins around 20% [15]. - **Domestic Market Share**: Major domestic players include Zhongyan Co. with a market share of about 35%, Juke High-tech at 15%, and Pengfulong at 8-10% [24]. Additional Important Insights - **Technical Challenges**: The production of PEEK is complex, requiring customized equipment and a long expansion cycle of 1-2 years [11]. The production process is not a continuous flow but involves batch processing [11]. - **PEEK vs. PEKK**: PEEK outperforms PEKK (Polyether Ketone Ketone) in most aspects, leading to broader applications and higher prices, although PEKK is still used in specific applications like carbon fiber prepreg [18][19]. - **Application in Robotics**: Companies like Yushu Technology and Yuhong Technology are using PEEK in robot gear applications, with Huawei and Xiaomi indirectly utilizing it through component suppliers [6][7]. - **Future Price Trends**: There may be a potential price decrease of 10-20% for fluoropolymer materials, influenced by production capacity and market demand [29]. Conclusion The PEEK material industry is experiencing growth driven by advancements in robotics and mechanical applications. Domestic manufacturers are improving their competitive edge through cost reductions and capacity expansions, while international players maintain a technological lead. The market dynamics suggest a promising future for PEEK applications across various sectors, including automotive and aerospace.

【导读】一汽奥迪 全面搭载 华为乾崑，力图打破燃油车智能化转型困局 中国基金报记者 邱德坤 8月7日晚间，华为乾崑联合一汽奥迪打造的豪华燃油轿车一汽奥迪A5L、豪华智能电动旗舰SUV一汽奥迪Q6L e-tron家族正式上市，意味 着奥迪成为全球首个 全面搭载 华为乾崑的百年豪华汽车品牌。 智能化正在成为汽车产业发展的核心趋势之一，但传统豪华汽车品牌受困于智能化不足的问题，特别是 其 燃油车无法适配高阶辅助驾驶技 术，影响了其"油电同智"战略的推进。 华为乾崑是华为推出的智能汽车解决方案品牌。通过此次合作，华为力图打破"燃油车无法支持高阶辅助驾驶"的技术壁垒，也标志着中国 智能驾驶技术正式攻入传统豪华汽车品牌的核心地带。 传统豪华汽车品牌寻求智能化突围 华为智能汽车解决方案BU CEO靳玉志称，燃油车和电车最大的区别是动力方式，智能辅助驾驶对（燃油车）发动机的精准控制要求很高。 面对新能源汽车的浪潮，奥迪等传统豪华汽车品牌意图提升燃油车的智能化水平，以实现突围。 据悉，奥迪开发了全新的PPE豪华电动平台和PPC豪华燃油平台，以及两个平台共享的E³1.2电子电气架构，从而提升对燃油车和新能源汽 车的精准控制能力。 ...

据了解，一汽奥迪此次上市的Q6L e-tron家族与A5L，搭载了华为乾崑智驾技术，可以实现城区拥堵路 段、高速长途，以及复杂泊车等场景应用。目前，华为乾崑合作的上市车型已超22款，价格覆盖15万元 至百万元级价格区间，而一汽奥迪是首个与其合作的豪华品牌。 8月7日，一汽奥迪在纯电和燃油车市场"一口气"上市了两款车型。 其中，一汽奥迪A5L售价区间23.98万至28.98万元。除了已上市的三个版本，一汽奥迪A5L预计在今年 10月、12月分别上市交付领航版和全域智混版quattro两款车型。同时，一汽奥迪Q6L e-tron家族的Q6L e-tron和Q6L Sportback e-tron也同步上市，分别售价34.88万至37.88万元、36.88万至39.88万元。 以一汽奥迪A5L为例，其诞生的PPC平台自带E³1.2电子架构，从而使得该车型有了搭载华为乾崑智驾技 术的基础，可实现城市及高速路段驾驶辅助功能。同样，搭载深度定制的华为乾崑智驾技术的一汽奥迪 Q6L e-tron家族，采用双激光雷达和视觉融合感知方案，实现无图L2级驾驶辅助能力，具有高速、城区 NOA、泊车辅助的全场景组合驾驶辅助能力。 一 ...

华为正通过从大模型设计到基础设施的软硬协同，探索构建其全栈 AI 竞争力的路径。 华为 AI 发展策略已逐渐从追赶并对标业界 SOTA 模型，转向为更好地 发挥自研昇腾硬件潜力而量身定做模型架构。这一双向协同进化路径，旨在解决 AI 模型规模化应用中的系统性问题，并构建一个由软硬件协同架构、算子与 软件栈构成的全栈技术体系。 盘古大模型的演进，其核心是为解决大规模分布式系统中的效率难题。 随着大语言模型从稠密架构全面转向混合专家（ MoE ）稀疏架构，业界普遍面临专家 负载不均衡这一系统性瓶颈，它制约了 MoE 模型在训练和推理中的实际性能。华为将此系统性问题作为其软硬架构创新的核心方向，标志着其关注点已从单 纯硬件或单纯 AI 算法问题，拓展至在自研硬件上更高效解决 AI 系统工程问题。 华为在大模型层面并行推出了两种创新路径。一方面， Pangu Pro MoE 通过架构破局，提出分组专家混合（ MoGE ）架构，旨在通过结构性设计解决负载不 均衡问题。另一方面 ， Pangu Ultra MoE 则通过系统级优化，以仿真先行的设计方法来优化模型架构从而更好的适配昇腾硬件，并通过贯穿训练和推理的协 同优化 ...

Core Viewpoint - The collaboration between Huawei and Chery through the launch of the Zhijie brand and the establishment of dual design centers in Shanghai and Shenzhen marks a significant strategic shift, aiming to reshape the landscape of China's smart electric vehicle market with a focus on Huawei's full-stack technology and the "pure blood HarmonyOS" approach [1][4][5]. Group 1: Strategic Developments - On August 7, the Zhijie brand strategic cooperation agreement was signed in Shenzhen, and the dual design centers were officially opened, indicating a new starting point for the Zhijie brand after internal adjustments and market fluctuations [2]. - Chery has fully committed to the Zhijie brand, abandoning the Star Era resources, which is expected to enhance Zhijie's market position and eliminate internal competition for resources [8][10]. - The launch of the new R7 and S7 models, referred to as the "Double 7 New Models," is seen as the first step in brand rejuvenation, featuring advanced technology such as 192-line laser radar and the Huawei ADS 4 driving assistance system [5][26]. Group 2: Product and Market Strategy - Zhijie plans to expand its product lineup beyond the Double 7 models, with intentions to introduce a large SUV (R9) and the first MPV model under the HarmonyOS driving system, reflecting ambitions to penetrate broader market segments [7]. - The "Double 7 New Models" are positioned as a critical product for achieving the "third generation of maturity," with a focus on high-end specifications and user experience, aiming to compete directly with established players like Tesla [25][26]. - The strategy includes a "no optional extras" approach, where key features are standardized across all models to simplify user decision-making and enhance customer satisfaction [25][26]. Group 3: Operational and Structural Changes - The restructuring of the Zhijie project has transitioned from a divisional model to an independent subsidiary, allowing for more efficient decision-making and a clearer delineation of responsibilities between Huawei and Chery [13][14]. - The establishment of a dedicated R&D base in Wuhu, along with the relocation of the engineering team, aims to enhance research efficiency and align with Huawei's operational standards [15][11]. - The collaboration has evolved from initial disagreements over control to a more integrated partnership, with Huawei taking the lead in product quality and operational management while Chery provides strategic support [16][13]. Group 4: Challenges and Adaptations - Zhijie's journey has faced significant challenges, including delivery issues and market fluctuations, which have prompted a reevaluation of operational strategies and a focus on rebuilding trust with consumers [18][20]. - The brand's initial high order volume for the S7 was met with delivery delays due to production capacity issues, leading to a reassessment of supply chain resilience and user response mechanisms [18][20]. - The transition from a reliance on Huawei's brand strength to a more user-centric approach marks a critical evolution in Zhijie's operational strategy, emphasizing direct user engagement and efficient manufacturing processes [20][21].

Core Viewpoint - The company Tianrongxin (002212) has collaborated with Huawei to launch the Tianrongxin Intelligent Computing Integrated Machine (Ascend Version), which utilizes Huawei's Ascend AI chip for computational support [1] Group 1: Product Offerings - The Tianrongxin Kunlun. Xinchang product series includes 15 categories and 27 models, featuring products such as firewalls, situational awareness, hyper-convergence, desktop cloud, and endpoint threat defense [1] - All products in the Kunlun series are equipped with Huawei's Kunpeng processor chips, addressing diverse customer needs in the fields of network security and intelligent computing cloud [1]

Core Viewpoint - Huawei is signaling a significant increase in resource investment in its automotive brand, Zhijie, in collaboration with Chery, aiming to overcome past challenges and enhance operational efficiency [3][5][6]. Group 1: Investment and Development Strategy - Huawei and Chery plan to invest over 10 billion yuan and establish a 5,000-person R&D team for Zhijie, marking the brand's transition to a 2.0 development phase [3][5]. - The partnership aims to solidify Zhijie's position as a "pure-blood Hongmeng intelligent driving" brand, leveraging increased resources and a more efficient operational framework [5][6]. Group 2: Challenges and Adjustments - Zhijie's sales have not met expectations, with over 100,000 units delivered, ranking second within the Hongmeng intelligent driving system, but still facing competitive pressures in the Chinese EV market [6][9]. - Delivery delays for the Zhijie S7 highlighted operational inefficiencies between Huawei and Chery, prompting cash compensation to affected customers [9][10]. Group 3: Independent Operations and Management - Zhijie will operate independently under a new structure, with Huawei taking a leading role in management and strategic decision-making, while Chery supports the initiative [10][12]. - The establishment of a dedicated Zhijie New Energy Company aims to streamline operations and enhance product quality control [10][12]. Group 4: Technological Advancements - Zhijie models will incorporate Huawei's cutting-edge technologies, such as the "Giant Whale" 800V high-voltage platform and advanced driver assistance systems, enhancing performance and user experience [14][15]. - Continuous R&D investment of approximately 20 billion yuan annually by Huawei aims to maintain technological leadership in the automotive sector [15][17]. Group 5: Brand Building and Market Positioning - Despite being a new brand, Zhijie has the potential for long-term growth, as the EV market evolves and consumer decision-making shifts towards brand trust and long-term value [18][19]. - Huawei and Chery are prioritizing brand development, recognizing that strong brand equity is essential for consumer trust and market success [19][21]. Group 6: Future Product Plans - Zhijie plans to launch updated models of the Zhijie R7 and S7, enhancing features and adopting aggressive pricing strategies to compete in the market [21][23]. - The brand's product lineup is set to expand with new models, including a large SUV and the first MPV by 2026, aiming for a more comprehensive product matrix [23][24].

智界，留给它的时间不多了。 新款智界 R7 、智界 S7 即将于 8 月 8 日 开启小订。 今日，智界品牌战略合作协议签约在深圳举行，并宣布智界上海深圳双设计中心正式开业 。 刚刚过去的 7 月，智界交出 3,268 辆的成绩单，同比增长 112.07% ，环比增长 32.90% ； 1-7 月累计销量 48,901 辆，同比增长 164.69% 。 看似亮眼的增幅背后，若考虑到华为、奇瑞双双重点加持，以及 " 双 7" 对标特斯拉 Model 3/Y 的走量策略与爆款定位，这样的表现实在无法令人满意。 于是，才有了本文开篇的一系列 " 救命 " 动作。 " 智界作为鸿蒙智行旗下第二个推出的品牌，自发布以来经历了车型交付难、 ' 二度上市 ' ， 以及销量的长期不温不火。在行业内卷持续存在、市场竞争愈发激烈的当下，智界必须要破釜 沉舟了。 " 有长期关注鸿蒙智行的业内人士分析认为， 智界品牌事业部的独立看似是一次品 牌项目等级的提升，实则是华为、奇瑞对于智界的豪赌与拯救。 奇瑞高管曾多次在公开场合表示，智界在奇瑞内部是排序第一优先级的项目。完全独立后，智 界将成为奇瑞新架构下独立运营的唯一高端品牌，后者将为 ...

都江堰的工程奇迹，与今天行业数智化转型的挑战何其相似，真正的突破点，并不在于技术本身，而在 于如何将技术与业务场景，乃至产业生态深度融合。 正如华为中国政企业务CMO郁赛华所言："AI时代的企业数智化转型，是一场涉及场景、流程、组织、 数据和IT的长链路协同变革。" 这要求华为要能够构建一套既能"引水"又能"泄洪"的完整系统，既要提供领先的技术能力，又要形成久 经验证的转型方法论；既要打造可复制的实践模板，又要确保解决方案能像都江堰的水利系统一样，能 够根据不同企业的需求灵活适配。 两千多年前，李冰父子修筑都江堰，以"无坝引水"的智慧化解了蜀地水患。都江堰的精妙之处不仅在于 工程技术的创新，更在于对自然规律的系统性把握：在枯水季，堰能拦蓄河水，确保水源充足；在丰水 季，又能让河水自动漫过，有效解决泄洪问题。 01 " 三层五阶八步" 拆解数智化的复杂性难题 面对这些挑战，华为的应对之策正是一种系统重构的思维。在华为定义的"三层五阶八步"方法论 中，"三层"定义了智能业务、AI开发与交付、智能应用运营这些数智化转型所触及的层次和深度；"五 阶"明确场景、流程、组织、数据、IT的重构顺序；"八步"则从目标设定到持 ...