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地平线HSD量产在即:国内最像特斯拉FSD的辅助驾驶系统,定义行业新高度
IPO早知道· 2025-08-25 03:39
截至目前, 地平线 HSD已与全球近10家汽车品牌达成合作意向,全球首发搭载奇瑞的星途星纪元 E05量产在即 。 截至目前,地平线HSD已与全球近10家汽车品牌达成合作意向。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 地平线 日前 发布 了 有史以来最大升级的高性能城区辅助驾驶产品 HSD ( Horizon SuperDrive) ,其作为 基于征程 ®6P打造的一段式端到端辅助驾驶系统,实现了从"光 子输入到轨迹输出"的系统超低时延,大幅提升 了 辅助驾驶安全、效率、舒适。 值得一提的是, 地平线最新版本的 HSD 现已被誉为 "国内最像特斯拉FSD的辅助驾驶系统" —— HSD可行驶区域覆盖城区、高速、乡间小路、停车场等道路场景 , 不仅在连续弯道、多出口大型环 岛等复杂道路拓扑环境下,依然能实现精准感知与丝滑通行,还能从容完成高难度直行待行区识别、 盲区遮挡防御性驾驶、潮汐车道通行等复杂城区驾驶任务,并实现不依赖于记忆建图的园区漫游及车 位到车位的流畅驾驶 。 某种程度上而言, HSD 于今年年初的发布及日前完成的进一步迭代,再一 ...
理想“大桌板”被黑惨了,能靠“冰箱彩电大沙发”卖爆也是真本事?
3 6 Ke· 2025-08-13 03:13
Core Viewpoint - The controversy surrounding the "large table board" priced at 1699 yuan in the Li Auto i8 highlights a shift in consumer perception and expectations in the electric vehicle market, contrasting with competitors who focus on advanced technology [1][5][6] Group 1: Product Features and Market Perception - The "large table board" has been criticized as a gimmick, with comparisons made to competitors NIO and Xpeng, who are perceived to be advancing in "black technology" [5][6] - Li Auto's focus on comfort features like the "large table board" raises questions about whether the company is prioritizing the right aspects of vehicle development [6][8] - The practicality of the "large table board" is debated, as it may not appeal to a broad audience despite its potential benefits for specific users [8][13] Group 2: Industry Comparisons and Criticism - Other automakers, such as Ferrari, have criticized the trend of adding non-essential features, arguing that it detracts from the core driving experience [11] - The backlash against Li Auto's comfort features is seen as a reaction to perceived over-marketing rather than a rejection of the features themselves [14][23] - Competitors like BYD and Dongfeng Fengshen are also incorporating similar comfort features, indicating a market acceptance of such configurations [13][15] Group 3: Technological Developments - Li Auto is advancing its VLA driver model, which allows for voice command control, positioning itself as a leader in the application of this technology among new energy vehicle brands [16][19][22] - The VLA technology is being developed in parallel with similar initiatives from competitors, highlighting a competitive landscape in the EV sector [19][22] - Despite criticisms, Li Auto's focus on family-oriented features has resonated with consumers, contributing to its market success [23][24]
新势力 | 7月:车市平稳运行 新势力销量维持稳定【民生汽车 崔琰团队】
汽车琰究· 2025-08-03 15:23
Core Viewpoint - The article highlights the stable performance of the new energy vehicle market in July 2025, with a focus on the delivery volumes of key players and the competitive landscape of the industry [2][3]. Group 1: Delivery Volumes of Key Players - Leap Motor delivered 50,129 units in July, a year-on-year increase of 126.9% and a month-on-month increase of 4.4% [2][11]. - AITO (问界) delivered 40,753 units, showing a year-on-year decrease of 1.9% and a month-on-month decrease of 8.8% [2][11]. - Xpeng delivered 36,717 units, marking a year-on-year increase of 229.4% and a month-on-month increase of 6.1% [2][11]. - Li Auto delivered 30,731 units, reflecting a year-on-year decrease of 39.7% and a month-on-month decrease of 15.3% [2][11]. - NIO delivered 27,017 units, with a year-on-year increase of 31.8% and a month-on-month increase of 8.4% [2][11]. - Aion delivered 26,557 units, showing a year-on-year decrease of 24.6% and a month-on-month decrease of 4.6% [2][11]. - Zeekr delivered 16,977 units, with a year-on-year increase of 8.4% and a month-on-month increase of 1.6% [2][11]. - Xiaomi delivered over 30,000 units, with its new SUV YU7 launched in June 2025 [2][11]. Group 2: Market Trends and Insights - The narrow passenger vehicle retail market size in July is estimated at approximately 1.85 million units, a year-on-year growth of 7.6% but a month-on-month decline of 11.2% [3]. - The penetration rate of new energy vehicles reached around 54.6%, with retail sales expected to hit 1.01 million units [3]. - The competitive landscape is improving due to regulatory measures by the Ministry of Industry and Information Technology, which aim to standardize the competition order in the new energy vehicle sector [3]. - The "trade-in" policy continues to provide growth momentum, supporting stable market performance [3]. Group 3: Company-Specific Insights - Leap Motor's growth is attributed to the strong performance of its B10 and C10 models, which are competitively priced under 200,000 yuan [4]. - AITO's M8 model, a family-sized SUV, is set to launch in August 2025, with pre-orders already initiated [4]. - Xpeng's sales are driven by the popularity of the MONA M03 model, and the company has expanded its charging network significantly [5]. - Li Auto's sales are under pressure due to market price wars and a shift in consumer preference towards lower-end models [6]. - NIO has launched several new models, including the ET5 and EC6, which are expected to enhance its market presence [7]. - Zeekr is preparing to launch the 9X model, which features advanced technology and luxury positioning [8]. - Xiaomi's YU7 SUV is positioned as a competitive offering in the 200,000 to 300,000 yuan price range, with strong initial order numbers [8]. Group 4: Technological Advancements - The article discusses the acceleration of end-to-end technology applications in autonomous driving, indicating a shift towards a more equitable access to smart driving capabilities [9]. - The advancements in smart driving technology are expected to lower hardware barriers, making it accessible in the mainstream market [9]. - The article emphasizes the importance of intelligent capabilities as a competitive factor among automakers, with a focus on companies that are leading in smart technology [10].
阿维塔董志华:小而微的人机交互应用场景借大算力被智能重构
Bei Ke Cai Jing· 2025-07-11 15:18
Core Viewpoint - The 2025 Beike Finance Annual Conference opened with the theme "Chinese Economy: Co-Growth of Openness and Resilience," focusing on how the automotive industry can consolidate and expand its advantages in smart connected vehicles and accelerate the construction of a new industrial ecosystem [1]. Group 1: Development Stage of Smart Assisted Driving - The smart assisted driving industry is currently in a transitional development stage, showing significant progress compared to ten years ago, particularly in safety across various scenarios, including highways [4]. - There remains a gap between current smart assisted driving capabilities and L3 level or higher autonomous driving, leading to user hesitation, especially among new drivers [5][6]. Group 2: Impact of AI and Computing Power - The reliance on large computing power for AI models is leading to a phenomenon called computing power overflow, which is driving the integration of cabin and driving functions [6]. - The benefits of cabin-driving integration include elastic computing power allocation, allowing for better resource utilization across various scenarios, enhancing both smart driving and user interaction capabilities [6][7]. Group 3: Advantages of New Energy Vehicles - New energy vehicles (NEVs) possess inherent advantages in the realm of smart connectivity and intelligence, which may accelerate the phase-out of traditional fuel vehicles in the long run [8]. - In the short term, fuel vehicles still have advantages in refueling convenience, but NEVs are expected to overcome these challenges in the long term [9][10]. Group 4: Future Outlook - The future of smart connected vehicles may not resemble current forms, as advancements in AI could lead to the emergence of generalized intelligent agents that replace today's specialized vehicle systems [10].
对话哈啰Robotaxi首席科学家:无人驾驶进入爆发前夜
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-01 06:48
Core Insights - The Robotaxi industry is on the verge of explosive growth, with a global market size projected to exceed $10 trillion, indicating a mature supply chain and ample market space for multiple players [1][3][10] - Chinese companies have a competitive edge in the Robotaxi sector due to lower production costs and a diverse range of applications, positioning them favorably for international expansion [2][11] Industry Development Stage - The Robotaxi sector is currently in a pre-explosive growth phase, making it an opportune time for new entrants [3] - The industry has made significant advancements in technology, with costs for essential components like LiDAR reduced from $100,000 to a few thousand yuan, facilitating the development of Robotaxi [4][9] Technological and Regulatory Landscape - The integration of AI and data-driven approaches has become standard, with a focus on end-to-end technology routes [4] - Regulatory frameworks are evolving, with governments issuing licenses for L4 operations, providing clear standards for Robotaxi development [4][10] Consumer Acceptance and Market Dynamics - Consumer acceptance of Robotaxi services is increasing, with users now viewing them as a normal mode of transportation [5] - The industry is approaching a critical point for large-scale production, with expectations for significant deployments in the coming years [6][10] Cost Reduction Strategies - Cost reductions are being achieved through advancements across the supply chain, including improvements in vehicle manufacturing and operational efficiencies [8][9] - The focus is on creating a closed-loop business model that encompasses vehicle costs, operational expenses, and user experience [8] Future Projections - The year is anticipated to be a milestone for mass production, with expectations for substantial deployments in urban areas by next year [10] - The industry is expected to achieve large-scale operations within three years, driven by reduced operational costs and increased consumer acceptance [10] Competitive Landscape - Chinese companies are well-positioned to compete internationally, leveraging their technological advancements and cost advantages [11][13] - The complexity of domestic driving environments has equipped Chinese firms with the skills necessary to succeed in international markets [13]
谁能撬动自动驾驶汽车落地
经济观察报· 2025-06-30 10:17
Core Viewpoint - The article discusses the potential for autonomous vehicles to achieve rapid deployment through advancements in technology, cost reduction, and the evolution of social rules [1][2]. Technology: From Ideal to Reality - Technological innovation is the fundamental driver of new developments, with a significant shift from content-based generative AI to goal-driven intelligent agent AI expected to lead to breakthroughs in autonomous driving capabilities [3]. - Two main technological approaches in autonomous driving are identified: "end-to-end" technology, which requires vast amounts of high-quality data for training, and modular technology, which combines human-designed algorithms with neural networks [4]. - Current autonomous driving systems primarily offer driver assistance rather than full autonomy, constrained by technological capabilities and costs [4]. Cost: From Niche to Popularity - Cost reduction is crucial for the commercialization and widespread adoption of new products, as seen historically with the introduction of the Ford Model T, which made cars affordable for the middle class [7]. - Significant advancements in AI cost reduction, particularly in China, are expected to drive explosive applications in autonomous driving, with examples like DeepSeek achieving training costs significantly lower than competitors [8]. - Companies like Tesla are actively working on reducing costs, with projections for autonomous taxi services to be economically viable by 2026 [8]. Rules: From Phenomenon to Institutional Framework - The integration of autonomous driving into society requires adaptive rules and regulations, as technology alone cannot address all challenges [10]. - Historical precedents show that technological advancements often lead to societal and cultural shifts, necessitating a reevaluation of existing norms and values [11]. - Establishing long-term rules for autonomous driving is essential, particularly concerning safety, responsibility allocation, and the ethical implications of AI decision-making [13][14].
技术、成本、规则,谁能撬动自动驾驶汽车落地
Jing Ji Guan Cha Wang· 2025-06-28 06:30
Group 1: Technology - The advancement of AI technology is shifting from content generation to goal-driven intelligent agents, which is expected to lead to significant breakthroughs in autonomous driving capabilities [2] - Two main technological approaches in autonomous driving are identified: "end-to-end" technology, which requires vast amounts of high-quality data for training, and modular technology, which combines human-designed algorithms with neural networks [3][4] - Current autonomous driving systems are primarily in the realm of assisted driving rather than full autonomy, limited by technological capabilities and costs [4] Group 2: Cost - The reduction of costs is crucial for the widespread adoption of new technologies, as seen historically with the introduction of the Ford Model T, which made cars affordable for the middle class [5] - China has made significant progress in reducing AI training costs, exemplified by DeepSeek's training costs being one-thirtieth of OpenAI's, which may accelerate the application of autonomous driving [6] - Companies like Tesla are also focusing on cost reduction, with projections for autonomous taxi services to be economically viable by 2026 [6] Group 3: Regulation - The integration of autonomous driving into society requires adaptive regulations that reflect technological advancements and societal needs [7] - Historical precedents show that technological progress often leads to significant societal changes, necessitating a reevaluation of existing rules and norms [7] - Establishing foundational rules for autonomous driving, such as human-machine relationships and liability distribution, is essential for future industry development [8] Group 4: Safety - Research indicates that 90% of traffic accidents are caused by human error, and transitioning to algorithm-driven driving could reduce accidents significantly [9] - The ethical implications of autonomous driving decisions, particularly in unavoidable accident scenarios, highlight the need for societal consensus on moral choices [9] - Extensive testing is required to ensure the safety of autonomous vehicles, with estimates suggesting that they need to cover 440 million kilometers without errors to match human driver safety levels [10]
新势力系列点评十九:5月车市稳步向上,新势力自研芯片落地
Minsheng Securities· 2025-06-02 03:26
Investment Rating - The report maintains a positive investment outlook for the electric vehicle (EV) sector, particularly for companies with strong autonomous driving capabilities and competitive pricing strategies [13][14]. Core Insights - The overall automotive market showed steady growth in May 2025, with a year-on-year increase of 8.5% and a month-on-month increase of 5.4%, driven by a surge in consumer demand during the "May Day" holiday [5][6]. - New energy vehicle (NEV) penetration rate reached approximately 52.9%, with total NEV retail sales estimated at 980,000 units in May [5]. - The report highlights the significant growth in deliveries for several new energy vehicle manufacturers, with notable increases in year-on-year and month-on-month figures for companies like Li Auto and Xiaopeng [4][6][10]. Summary by Relevant Sections Market Overview - In May 2025, the total retail market size for narrow passenger vehicles was approximately 1.85 million units, with NEV sales contributing significantly to this growth [5]. - The report indicates that the automotive market is stabilizing, with various promotional strategies being employed by companies to boost sales [5]. Company Performance - **Leap Motor**: Delivered 45,067 units in May, a year-on-year increase of 148.1% and a month-on-month increase of 9.8%. The growth is attributed to strong product offerings in the 200,000 yuan price range [6][15]. - **Li Auto**: Reported 40,856 units delivered in May, reflecting a year-on-year increase of 16.7% and a month-on-month increase of 20.4%. The growth is linked to the launch of new models and an expanding charging network [7][9]. - **Xiaopeng**: Achieved 33,525 units in May, a year-on-year increase of 230.4% but a month-on-month decrease of 4.3%. The performance is driven by the popularity of the MONA M03 model [9][11]. - **NIO**: Delivered 23,231 units in May, with a year-on-year increase of 13.1% but a month-on-month decrease of 2.8%. The report notes the introduction of new models and upgrades in autonomous driving technology [10][12]. - **ZEEKR**: Reported 18,908 units delivered in May, a year-on-year increase of 1.6% and a month-on-month increase of 37.7% [11]. - **Xiaomi**: Delivered over 28,000 units in May, with the new SUV YU7 expected to launch in July 2025, targeting a competitive price range [11]. Technological Advancements - The report emphasizes the acceleration of end-to-end technology applications in autonomous driving, marking the beginning of a new era in smart driving capabilities [12]. - Companies like Xiaopeng and those associated with Huawei are leading the charge in the iterative development and promotion of smart driving technologies [12]. Investment Recommendations - The report suggests a focus on companies with advanced smart driving capabilities and strong product cycles, recommending stocks such as Geely, BYD, Xiaopeng, Li Auto, and Seres, while also advising to pay attention to Xiaomi [13][14].
新势力 | 2月:政策效果显现 新势力销量强势【民生汽车 崔琰团队】
汽车琰究· 2025-03-02 14:04
2025年2月重点新能源车企交付量发布,据各公司披露数据: 小鹏 30,453 辆,同比 +570.0% ,环比 +0.3% ; 理想 26,263 辆,同比 +29.7% ,环比 -12.2% ; 零跑 25,287 辆,同比 +285.1% % ,环比 +0.5% ; 埃安 20,863 辆,同比 +25.1% ,环比 +45.0% ; 蔚来 13,192 辆,同比 + 62.2% ,环比 -4.8% ; 极氪 14,039 辆,同比 +86.9% ,环比 +17.6% ; 小米超 20,000 辆。 01 事件概述 02 分析判断 ► 2月春节前置促车市增长 政策与市场热度助力恢复 2月春节前置促车市增长 政策与市场热度助力恢复。 乘联会初步推算本月狭义乘用车零售总市场规模约为125.0万辆,同比+13.6%,环比-30.3%;新能源零售预计可达60万, 渗透率约48%。1-2月累计销售约302.7万辆,同比-6.0%。2月6家样本新势力车企(不含小米)合计交付130,097辆,同比+104.3%,环比3.5%。2025年春节假期前置,2月有效 产销时间增加至19个工作日,高于去年,为乘用车市场正增长提 ...
特斯拉FSD中国亮相引关注,智驾今年入拐点?
红杉汇· 2025-03-02 02:53
Core Viewpoint - The article discusses the evolving landscape of intelligent driving technology, highlighting its significance and potential impact on transportation and daily life, particularly with the upcoming advancements expected by 2025 [1][6]. Summary by Sections Intelligent Driving Overview - Intelligent driving is defined as a technology that enables vehicles to operate autonomously and make intelligent decisions using advanced sensors, communication technologies, and computer systems [1]. - The international classification of intelligent driving ranges from L0 to L5, with L3 being a critical threshold for automation [1]. Current Developments - The Navigate on Autopilot (NOA) feature, representing L2+ level assistance, is rapidly advancing and can perform complex driving maneuvers in specific scenarios [1][2]. - By the end of 2024, major automotive companies are expected to implement nationwide urban NOA, establishing "car-to-car" as the new standard for intelligent driving experiences [4]. Technical Frameworks - Intelligent driving can be categorized into two design philosophies: modular synthesis and end-to-end systems. The modular approach divides the system into perception, planning, and execution modules, while the end-to-end method uses deep neural networks to directly map sensory input to driving actions [3]. - The end-to-end architecture is gaining traction due to its ability to handle complex driving scenarios with greater generalization capabilities, although it requires substantial data and computational power [3]. Future Projections - The "2024 Intelligent Driving Annual Report" indicates significant progress in intelligent driving technology, moving away from reliance on high-precision maps to a more autonomous decision-making process [4][5]. - The report emphasizes that the first principles of AI—algorithm, computing power, and data—are crucial for the advancement of intelligent driving, with a shift towards end-to-end systems being a new paradigm [5]. Industry Trends - 2025 is anticipated to be a pivotal year for intelligent driving, with expectations for the transition from "usable" to "user-friendly" systems, particularly in urban NOA applications [7]. - Companies are actively preparing for the commercialization of L3 autonomous driving, with many expressing intentions to launch L3 capabilities by 2025 [7][8]. Commercialization Efforts - Recent initiatives, such as the launch of autonomous driving services by companies like Pony.ai in Guangzhou, demonstrate the industry's commitment to advancing and commercializing intelligent driving technology [6]. - The competitive landscape is expected to intensify as companies ramp up R&D investments and technological innovations to capture market opportunities in intelligent driving [7][8].