特斯拉宣布，其全自动驾驶系统（FSD）的免费转移服务将于3月31日结束。 责任编辑：于健 SF069 特斯拉宣布，其全自动驾驶系统（FSD）的免费转移服务将于3月31日结束。 根据电动汽车分析师索耶·梅瑞特周一在X上分享的消息，特斯拉表示，客户需要在3月31日前订购新车 才能享受免费FSD转移服务。 特斯拉自2025 年4月起，为那些已为之前车辆的 FSD 服务付费的客户提供了这样一个机会：如果他们 打算更换或升级车辆，可以免费将该服务转移至他们的特斯拉新车上。 根据梅瑞特分享的信息，选择免费 FSD 转移服务的客户可以在 3 月 31 日之后提车，并且仍符合资格要 求，前提是他们在截止日期前就下了订单。 根据电动汽车分析师索耶·梅瑞特周一在X上分享的消息，特斯拉表示，客户需要在3月31日前订购新车 才能享受免费FSD转移服务。 特斯拉自2025 年4月起，为那些已为之前车辆的 FSD 服务付费的客户提供了这样一个机会：如果他们 打算更换或升级车辆，可以免费将该服务转移至他们的特斯拉新车上。 根据梅瑞特分享的信息，选择免费 FSD 转移服务的客户可以在 3 月 31 日之后提车，并且仍符合资格要 求，前提是他 ...

目前，SpaceX凭借可复用火箭技术在发射数量上全球领跑，2025年其猎鹰9号火箭保持着百次以上的高频轨道发射，其中绝大多数服务星链组网，全年 新增在轨卫星超3000颗。"星链"计划部署的低轨卫星数量是4.2万颗，一旦运力更强的星舰投入运营，SpaceX将有能力以绝对优势迅速垄断优质轨道。而公 开报道显示，2025年中国航天总发射卫星仅数十次，目前在轨的低轨商业卫星总数不足500颗。而通信卫星仅国内潜在用户就以亿计，这种与国外基础设施 上的巨大差距使应用面临瓶颈，倒逼中国公司必须"加速快跑"，否则将失去应有的一席之地。 e e t . e t and the states of the states of the states of the station of the states of the station of the station of the station of the station of the states of the states of the sta th e . X t the l ILE ST 近日，中国多家电信企业向国际电信联盟（ITU）一次性提交20.3万颗低轨卫星频轨资源 ...

花旗发表研报指，对文远知行开启90天上行催化剂观察，基于考虑因素包括：Waymo潜在的今年首季 融资轮，隐含估值为2025年市销率的280倍，可能重新评估文远知行的估值；投资者对文远知行或于今 年6月进入港股通(南向)的信心增强；中美科技领域竞争可能促使中国出台更积极的ADAS/自动驾驶出 租车政策；轻资产业务发展良好等。花旗予文远知行目标价为39.6港元，评级"买入/高风险"。 ...

美国自动驾驶法案允许无方向盘车辆上路 美国众议院1月13日关于SELF DRIVEAct的听证会已明确了两党对大幅提升自动驾驶豁免上限（至9万辆/年）和确 立联邦优先权的支持。 这一进展被视为清除了Robotaxi大规模商业化部署最核心的法规障碍，将直接推动特斯拉Cybercab等无方向盘车型 的量产进程，并显著缩短全行业的商业化落地时间表。 美国自动驾驶法案允许无方向盘车辆上路 美国众议院1月13日关于SELF DRIVEAct的听证会已明确了两党对大幅提升自动驾驶豁免上限（至9万辆/年）和确 立联邦优先权的支持。 这一进展被视为清除了Robotaxi大规模商业化部署最核心的法规障碍，将直接推动特斯拉Cybercab等无方向盘车型 的量产进程，并显著缩短全行业的商业化落地时间表。 关注：特斯拉/Waymo（豁免 ...

虽然MB.Drive Assist Pro无法实现Drive Pilot曾经承诺的完全自动驾驶功能，但梅赛德斯-奔驰将其 视为通往未来可全球推广系统的桥梁。"我们不想提供一个对客户而言益处甚微的系统，而且我们知 道，未来两三年内将会推出一个能为客户带来更多益处的系统，"公司发言人托比亚斯·穆勒告诉The Verge。 梅赛德斯-奔驰暂停了其Drive Pilot自动驾驶辅助系统项目，由于成本不断攀升、可用性有限以及供 应商格局变化，该公司正在调整其自动驾驶发展路线。该系统是美国首款也是目前唯一一款获得L3 级认证的自动驾驶产品，能够实现真正的"手不离手、眼不看"驾驶，但仅限于特定条件。Drive Pilot 系统原计划于2023年搭载于EQS电动轿车和S级旗舰车型上，但预计本月发布的新款S级轿车将不会 配备该系统。 （来源 ： 编译自 techspot ） 公众号记得加星标⭐️，第一时间看推送不会错过。 自动驾驶仍然是梅赛德斯-奔驰的长期目标，但监管框架不断限制着"无人值守"系统的运行方式和范 围。目前，该公司似乎专注于完善能够在这些限制条件下可靠运行的解决方案，而不是过早地推进完 全自动化。 该系统在汽车行 ...

Group 1 - As of January 19, the margin trading balance of A-shares is 27,231.75 billion yuan, a decrease of 83.62 billion yuan from the previous trading day, accounting for 2.63% of the A-share circulating market value [1] - The margin trading turnover on the same day is 2,683.76 billion yuan, down by 681.14 billion yuan from the previous trading day, representing 9.82% of the A-share transaction volume [1] - Among the 31 primary industries, 10 industries received net financing inflows, with the automotive industry leading at a net inflow of 758 million yuan [1] Group 2 - A total of 33 stocks received net financing inflows exceeding 100 million yuan, with Jianghuai Automobile leading at a net inflow of 362 million yuan [1] - Other notable stocks with significant net financing inflows include Unisplendour, Jingce Electronics, Top Group, Lanke Technology, New Spring Shares, Sungrow Power Supply, Zhejiang Wenhu Interconnect, China Ping An, and Goldwind Technology [1] - According to a report from Industrial Securities, in 2026, the automotive sector is expected to undergo a value reassessment due to advancements in high-level assisted driving and breakthroughs in robotics technology [2] - The robotics sector is gradually entering a large-scale production phase, with investment opportunities shifting from divergence to convergence [2] - The report suggests focusing on two main lines: technological changes in autonomous driving and robotics, and the industrial chain opportunities arising from large-scale implementation [2]

大和资本分析师Joon Lee和Thomas Y. Kwon在一份报告中写道，由于年度信息技术服务费的增幅低于预 期，现代汽车第四季度盈利可能不及预期。他们表示，尽管新的系统集成和IT外包项目可能带来收入增 长，但这家韩国现代汽车集团旗下的移动软件子公司在中期的利润率扩张空间可能有限。他们补充说， 其母公司汽车集团与英伟达的合作及其在自动驾驶和机器人技术方面的努力带来了新的商机，这种期望 在近几个月提振了现代汽车的股价，但该股似乎已经脱离了基本面。 ...

以下文章来源于圆周智行 ，作者圆周智行 圆周智行 . 具身智能产业研究与服务平台，智能出行与机器人。 来源 | 圆周智行 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 2、主机厂参与可以实现全程可控。如果全部交由供应商来完成，主机厂对技术细节不了解心里没底。 本文只做学术分享，如有侵权，联系删文 工商信息显示，2026年1月4日，北汽与地平线合资成立北京智驭科技有限公司，主要负责智能辅助驾驶产品落地。 其中，北汽持股65%，地平线持股35%。 目前，双方已经基于双地平线征程6M芯片方案，开发全场景城市NOA系统。 一个值得注意的问题是，主机厂与供应商的合作在智驾上主要有3种模式： 一种是完全"拿来主义"，主机厂直接拿供应商的产品上车； 另一种是双方联合开发，各自负责自己擅长的板块。基本上是主机厂负责产品定义，供应商负责软件算法，量产上车，主机厂负责测试； 第三种就是通过合资公司的方式。 目前整个行业第二种方式最常见。成立合资公司的方式并不多，这里其实有3点思考： 1、传播价值。合资公司由主机厂主导，对外 ...

Group 1 - Hesai Technology's co-founders have established a new robotics company, Sharpa, aimed at developing general-purpose robots and core components, with over 100 employees [1] - Porsche's global sales for 2025 are projected to be 279,400 units, a 10% decrease year-on-year, with a significant decline of 26.28% in the Chinese market [4] - UTree Technology is expected to ship over 5,500 humanoid robots in 2025, with mass production exceeding 6,000 units [9] - OpenAI's annual revenue for 2025 is projected to exceed $20 billion, a significant increase from $6 billion in 2024, driven by an expansion in computing power [13] - The UK government has announced a substantial subsidy plan for electric trucks, with a total budget of £318 million, aiming to boost the adoption of electric vehicles [19] Group 2 - The HuRun Research Institute's report on China's AI companies ranks Cambricon first with a valuation of 630 billion yuan, reflecting a 165% increase from the previous year [10] - Anker Innovations and Feishu have launched the AI hardware product "Anker AI Recording Bean," which features advanced recording capabilities and is priced at 899 yuan [21] - Alibaba Health has introduced the AI product "Hydrogen Ion," designed for medical professionals, which aims to minimize hallucination rates in AI responses [23] - Xiaopeng Motors has successfully developed the first robot based on automotive standards, marking a significant milestone in their robotics initiative [24] - Apple's iPhone shipments surged by 28% during the holiday season, regaining market leadership in China despite overall market declines [30]

Core Viewpoint - Rui Ming Technology (002970.SZ) is experiencing significant growth in its main business, driven by overseas market expansion and a focus on AI and video technology solutions for commercial vehicles, with a projected net profit of 370 million to 400 million yuan for 2025, representing a year-on-year increase of 27.58% to 37.92% [1][2] Group 1: Financial Performance - The company expects to achieve a net profit of 3.7 billion to 4 billion yuan in 2025, marking a historical high and a continuous increase for three consecutive years [2] - In 2023 and 2024, Rui Ming Technology reported revenues of 1.699 billion yuan and 2.777 billion yuan, with year-on-year growth rates of 22.8% and 63.45% respectively [2] - The company's overseas revenue reached 769 million yuan in the first half of 2025, showing a year-on-year increase of 27.84%, accounting for 66.51% of total revenue [5] Group 2: Business Expansion and Strategy - Rui Ming Technology has expanded its business to over 100 countries and regions, capitalizing on the commercial opportunities presented by AI in the commercial vehicle sector [4] - The company has established an intelligent manufacturing center in Vietnam and plans to enhance its overseas supply chain capabilities with the construction of a second factory [4] - The company is focusing on AI solutions for commercial vehicles, with a commitment to advancing from assisted driving to higher-level intelligent driving, supported by over 80 mature AI algorithms [5] Group 3: Product Development - The company's pre-installed business has seen significant growth, with revenues reaching 107 million yuan in the first half of 2025, a year-on-year increase of 198.5% [3] - Rui Ming Technology is committed to increasing R&D investment to maintain global competitiveness in core solutions and to advance research and productization in the field of commercial vehicle autonomous driving [5]