中证报中证网讯(记者李嫒嫒)1月8日，小鹏汽车在2026全球新品发布会上推出四款新车，包括2026款小 鹏P7+、小鹏G7、2026款小鹏G6和G9。其中，前两款车型均有纯电和增程两种动力形式。实际上，自 2025年11月份推出首款增程车以来，小鹏汽车加快了"纯电+增程"的布局，小鹏汽车此前表示，2026年 会推出4款"一车双能"的全新车型。 小鹏汽车把2026年视为产品大年，规划了多款新车。小鹏汽车董事长何小鹏在接受中国证券报记者采访 时表示，从车型来看，今年还会有4款全新的SUV上市。同时，2026年将开启Robotaxi运营和规模量产 人形机器人及飞行汽车。 业内人士认为，小鹏汽车多元化的业务布局，正是为应对激烈的市场竞争。 在何小鹏看来，真正的全自动驾驶正在加速到来，会直接从L2跳到L4。 同时，小鹏汽车正在加快辅助驾驶技术的迭代，其最新推出的四款新车Ultra和Ultra SE版将搭载小鹏自 研第二代VLA(视觉语言动作)模型。何小鹏表示，第二代VLA是可以实现L4初阶能力的物理世界大模 型。 何小鹏介绍，小鹏第二代VLA创新性地去掉了"语言转译"环节，实现从视觉信号到动作指令的端到端生 成，更真实 ...

Core Viewpoint - The automotive industry is returning to a development trajectory based on safety and quality, moving away from chaotic marketing practices [3][4][27]. Group 1: Industry Trends - The introduction of new battery standards and regulations on assisted driving indicates a shift towards prioritizing safety and quality in the automotive sector [3][4]. - The phrase "when the tide goes out, you see who is swimming naked" applies to the assisted driving technology industry, highlighting the need for genuine capabilities [5]. - The industry is witnessing a crackdown on malicious attacks and misleading evaluations that disrupt healthy development, supported by government actions against "internet water armies" and black public relations [7]. Group 2: Technological Advancements - The Huawei QianKun intelligent driving system has demonstrated superior performance in various tests, achieving full marks in all nine scenarios, particularly excelling in challenging situations [8][9]. - The QianKun system's architecture has improved response times by 50% and reduced braking rates by 70%, enhancing overall driving efficiency and user experience [11][12]. - The system has been upgraded to support cross-city commuting and can autonomously navigate from home to target parking spots, with an increasing number of supported parking facilities [11]. Group 3: Market Position and Performance - Huawei QianKun has established partnerships with 15 leading automotive companies, launching 35 mass-produced models and capturing a 27.8% market share in the assisted driving sector [12][20]. - The QianKun system has sold 452,000 units from January to September 2025, with a market share of 52.75% in the luxury car segment [12][20]. - The cumulative mileage for Huawei QianKun's assisted driving has reached 5.81 billion kilometers, with 35 million parking assists, leading in multiple core metrics [24][27]. Group 4: Safety and Reliability - Safety is embedded in the brand's DNA, with a commitment to prioritize safety at all levels of operation [16][17]. - The QianKun system features a comprehensive collision avoidance system capable of operating in various scenarios, enhancing overall safety [17][19]. - The system has successfully prevented over 3.18 million potential collisions, reinforcing its reputation as a reliable choice for automotive companies [19][29]. Group 5: Competitive Advantage - The QianKun platform benefits from a "snowball effect" driven by data collection from numerous vehicles, enhancing its algorithm and user experience [22][24]. - Huawei's significant investment in the assisted driving sector, exceeding billions annually, strengthens its technological development and product iteration capabilities [24][25]. - The combination of data and scale creates a robust competitive moat, making it challenging for smaller competitors to keep pace [27][29].

Core Insights - BYD's personalized brand, Fangchengbao, launched the Fangchengbao Titanium 7, achieving a remarkable delivery volume of 11,674 units in its first full sales month, surpassing market expectations and setting a new record for the brand [1] - 85% of Titanium 7 buyers opted for the top-tier four-wheel drive Ultra version, highlighting its strong appeal due to advanced technologies and luxurious features [3] Sales Performance - The Titanium 7's delivery of 11,674 units marks a significant milestone for Fangchengbao, showcasing its strong product capability and brand influence in the new energy SUV market [1] - The top-tier Ultra version's popularity indicates a trend towards high-end configurations among consumers [3] Technology and Features - The Titanium 7 Ultra version is equipped with the "Tianshen Eye B" advanced driver assistance system, which includes laser radar, multiple millimeter-wave radars, ultrasonic radars, and high-definition cameras, significantly enhancing driving safety [5] - The Tianshen Eye B system has proven its effectiveness in real-world scenarios, such as preventing dangerous accidents, which contributes to its positive reputation among users [7] - The system also offers efficiency features, allowing users to optimize their driving experience and save time during daily commutes [10] Continuous Improvement - The Tianshen Eye B system benefits from BYD's extensive research and development capabilities, with a large data foundation supporting continuous upgrades and enhancements [11] - The Titanium 7 Ultra version comes with a variety of advanced driving assistance features at launch, with plans for future upgrades to further improve functionality [11] Market Positioning - BYD's successful integration of advanced technology and precise product positioning has led to the Titanium 7's popularity, demonstrating the company's effective "hit product formula" [13]

Core Insights - The article highlights the launch of the Buick Zhijing L7, which features advanced driver assistance technology developed in collaboration with Momenta, showcasing its capabilities in various real-world driving scenarios [1][2]. Group 1: Product Launch and Features - The Buick Zhijing L7 is equipped with the "Xiaoyao Zhixing" driver assistance system based on the Momenta R6 flying wheel model, offering full-scene assistance features such as city NOA and "no-stop one-click parking" [1][2]. - The R6 flying wheel model utilizes 4 billion kilometers of driving data to enhance its decision-making capabilities through reinforcement learning, aiming to exceed human driving performance in complex scenarios [2][6]. - The L7's launch price starts at 169,900 yuan, and it is positioned as the first mass-produced model under Buick's high-end new energy sub-brand [6]. Group 2: Testing and Performance - The "Xiaoyao Zhixing" system was tested over a 20-kilometer route, covering various challenging environments, including congested urban areas and narrow mixed traffic [3][4]. - The L7 demonstrated its ability to recognize and respond to complex traffic situations, such as avoiding obstacles and smoothly merging into traffic, showcasing a natural "human-machine co-driving" experience [3][4]. - The system's parking capabilities were highlighted through a challenging parking test, where the L7 could autonomously identify parking spaces and execute parking maneuvers effectively [4]. Group 3: Technical Insights - The integration of AI algorithms and vehicle dynamics is emphasized as a key factor in delivering a smooth driving experience, with the collaboration between Momenta's R6 model and Buick's engineering expertise [5][6]. - The R6 flying wheel model's unique advantages stem from its ability to self-optimize using a vast "question bank," allowing it to make smarter and safer driving decisions [6]. - The L7 also incorporates advanced technologies such as lidar and the Qualcomm 8775 chip, reinforcing its competitive edge in the new energy vehicle market [6].

Group 1 - The core point of the news is that Li Auto has restructured its autonomous driving department to enhance the speed and quality of technological breakthroughs and product implementation, evolving towards an AI organization [1] - The restructuring involves splitting the original three secondary departments into multiple new departments, including foundational models, VLA models, model engineering, production delivery, software development, active safety, data platform, and data annotation, resulting in a total of 11 secondary departments [1][3] - Li Auto's CEO, Li Xiang, outlined the development of the company's assisted driving in three stages, with the latest stage being the VLA model, which aims to achieve a level of intelligence comparable to humans by integrating 3D and 2D vision [2] Group 2 - The VLA model has been established as a separate secondary department under the autonomous driving division, indicating a clear technical direction and the need for organizational adaptation to match the new research and development pace [3] - The company has also created an innovation department responsible for external technical cooperation, research, and overseas development, managed by the former head of the data loop team [3]

Core Viewpoint - Xiaomi Motors is recalling over 116,000 SU7 standard version electric vehicles due to safety concerns related to the reliability of its intelligent driving assistance system, particularly in extreme scenarios where driver intervention may be necessary to prevent collisions [1][5][8]. Summary by Sections Recall Details - The recall affects 116,887 vehicles produced between February 6, 2024, and August 30, 2025, specifically the XMA7000MBEVR2 and BJ7000MBEVR2 models [2][4]. - This is not the first recall for Xiaomi Motors; a previous recall of 30,000 SU7 vehicles occurred in January 2023 due to software issues affecting the smart parking assistance feature [4][5]. Regulatory Context - On September 17, 2023, the Ministry of Industry and Information Technology (MIIT) sought public opinion on a mandatory national standard for intelligent connected vehicles, aiming to enhance safety requirements for driving assistance systems [9][11]. - The proposed standard will require all L2 level driving assistance systems in China to comply with strict safety regulations, with potential penalties for non-compliance including production halts and recalls [11][12]. Industry Implications - The introduction of the new standard is expected to fill a safety gap in the market, providing a technical basis for industry entry, quality supervision, and post-event traceability [11][12]. - The market for passenger vehicles equipped with driving assistance systems has seen significant growth, with sales reaching 7.76 million units in the first seven months of 2023, a year-on-year increase of 21.31% [11][12]. Safety Measures and Future Directions - The new standard aims to address issues such as the lack of unified performance baselines and the risks associated with marketing and usage of driving assistance systems [12][13]. - Proposed measures include mandatory driver training, real-time monitoring of driver engagement, and the implementation of a data recording system to enhance accountability and safety [16][17][18].

Core Viewpoint - The introduction of the mandatory national standard for intelligent connected vehicle auxiliary driving systems aims to enhance safety in rapidly developing driving assistance technologies, particularly as L2 level assistance becomes a necessity for car buyers and L3 level automation is on the horizon [3][5]. Group 1: Standard Implementation - The draft standard systematically outlines safety design, functional requirements, and testing methods, providing clear guidelines for companies in research and product certification [3][5]. - The standard addresses the issue of users misusing or completely disengaging from the driving process, implementing technical measures to enforce driver behavior [3][4]. Group 2: Safety Measures - The standard mandates that drivers confirm their training completion through biometric recognition or account login before activating the system [4]. - If the driver's hands or gaze are not on the controls, the system will initiate a tiered warning and disable for at least 30 minutes if warnings are ignored [4]. Group 3: Data Recording and Accountability - The draft requires the implementation of a Driving Assistance Data Recording System (DSSGDA) that functions like a "black box," recording key driving data and storing it in non-volatile memory for at least 2,500 timestamped events [5]. - This data recording capability is crucial for clear and efficient responsibility determination in the event of an accident and provides a solid basis for potential product safety recalls [5]. Group 4: Marketing and Consumer Education - The standard aims to curb exaggerated marketing claims and promote better consumer education by requiring companies to provide system usage instructions through official channels [5][6]. - It specifies detailed functional requirements, response times, and testing methods for L1 to L2+ levels of driving assistance, which will help consumers make informed choices and push companies to improve their technology [6].

Group 1 - The 2025 IAA Mobility exhibition in Munich showcased Black Sesame Intelligence's various chips and solutions, focusing on AI-driven smart vehicles [1] - Black Sesame introduced the "Safe Intelligent Foundation" solution, which utilizes the Wudang C1200 family of cross-domain integration chips to address safety and cost challenges in automotive cross-domain integration [1][2] - The Wudang C1200 family includes the C1236, the first domestic SoC chip supporting navigation-assisted driving, and the C1296, the industry's first multi-domain integration computing chip [2] Group 2 - The Huashan A2000 chip sample was a highlight, integrating CPU and NPU functionalities, and is designed to support advanced driver assistance systems and robotics [1][2] - The production results of the Huashan A1000 family have been successfully implemented in multiple vehicle models, including Geely Galaxy E8 and Dongfeng Yipai eπ007 [2] - Black Sesame aims to drive innovation and global collaboration in the automotive industry by providing cost-effective and reliable advanced driving assistance technology [2]

Core Viewpoint - Li Auto's VLA remote summon feature has been reported and subsequently suspended, with the company emphasizing a cautious and responsible approach to the rollout of new functionalities [1] Group 1: Company Response - Li Auto stated that since the launch of the VLA driver assistance technology framework, it has received significant attention and discussions from the industry and various sectors, feeling a strong sense of responsibility [1] - The company plans to gradually push the VLA driver model and related features to all vehicles equipped with the ADMax advanced driver assistance system starting from September 10 [1] Group 2: VLA Remote Summon Feature - The VLA remote summon feature is based on Li Auto's self-developed VLA (Vision-Language-Action) driver model, achieving the industry's first remote parking capability usable in any park or basement environment [1] - Users can initiate a summon through the Li Auto app, allowing the vehicle to automatically drive from any location to a designated pickup point, supporting various intelligent behaviors such as cross-parking space maneuvering and automatic parking [1] - The entire summon process can be monitored in real-time via a multi-angle view on the mobile phone, ensuring safety and control during the operation [1]

Core Insights - The 2025 IAA Mobility in Munich showcased the advancements in smart automotive technology, with Hezhima Intelligent presenting its capabilities in AI-driven smart vehicles [1] Group 1: Product Innovations - Hezhima Intelligent introduced its "Safe Intelligent Base" solution, addressing safety and cost challenges in cross-domain integration for automotive companies [3] - The Wudang C1200 family of chips serves as the core of the "Safe Intelligent Base," enabling seamless upgrades from entry-level to flagship models [3] - The Huashan A2000 chip family was highlighted for its high performance and efficiency, integrating multiple processing units for advanced driving assistance [4] Group 2: Market Collaborations - Hezhima Intelligent is collaborating with various partners, including the team led by Liu Sheng from Wuhan University, to develop humanoid robots and dexterous hands [4] - The Wudang C1200 family, particularly the C1236 and C1296 chips, has gained market recognition, with multiple automotive companies developing cross-domain solutions based on these chips [5] - The C1296 chip is set to be the first mass-produced chip platform for integrated cockpit and driving assistance solutions, with plans for production by the end of 2025 [5] Group 3: Commercialization and Ecosystem - The Huashan A1000 family has demonstrated successful commercialization, with chips already integrated into several vehicle models, including those from Geely and Dongfeng [6] - Hezhima Intelligent's dual approach of "chips + solutions" aims to provide cost-effective and reliable driving assistance technologies [6] - The company emphasizes innovation and open collaboration to enhance the automotive industry's auxiliary driving technology [6]