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]

Core Insights - The article emphasizes the significance of AI in investment decisions, particularly in the context of Chinese internet companies and their overseas revenue potential [2][3]. Group 1: Overseas Revenue of Chinese Internet Companies - Chinese internet companies have an average overseas revenue exceeding 10%, with Pinduoduo leading at 35% [3]. - Companies like Tencent and Alibaba have low to high teens percentages of overseas revenue, indicating a growing trend towards international markets [3]. Group 2: Cloud Computing Sector - Alibaba Cloud and Tencent Cloud are rapidly expanding their international presence, with Alibaba planning new business regions in Brazil, France, and the Netherlands, and Tencent deploying services in 22 regions globally [4]. - Morgan Stanley projects that Alibaba Cloud's revenue growth will exceed 40% by FY2027, while Tencent's enterprise service revenue is expected to grow by 25% by FY2026 [5]. Group 3: Autonomous Driving Services - Baidu's autonomous driving service, "Luobo Kuaipao," is a leader in the sector, achieving over 250,000 weekly orders in fully autonomous mode as of Q3 2025, and has expanded to 22 cities including Dubai and Switzerland [7]. - Despite its leadership, Morgan Stanley anticipates that Baidu's revenue from this service will remain low and require continued investment [9]. Group 4: AI Models and Applications - Alibaba's Tongyi Qianwen model has gained significant traction globally, becoming the most downloaded AI model with over 700 million downloads by January 2026 [11]. - Kuaishou's Keling is expected to generate substantial revenue from overseas markets, with projections indicating an 80% year-on-year growth to reach $270 million by 2026, driven by B2B customer expansion [14].

Core Viewpoint - The "Mosu Zhixing" action plan aims to accelerate the transformation of intelligent connected technology innovation into industrial competitiveness, promoting the commercialization of high-level autonomous driving in Shanghai [1][3]. Group 1: Action Plan Overview - On January 7, 2023, three departments in Shanghai jointly issued the "Mosu Zhixing" action plan to seize opportunities in automotive intelligence development and foster a new ecosystem for intelligent connected vehicles [1]. - The plan emphasizes a model-driven approach, application demonstration, industrial collaboration, and policy support to advance the construction of the leading area for high-level autonomous driving [1][3]. Group 2: 2027 Goals - By 2027, China aims to establish a globally leading high-level autonomous driving area, with L4 technology implemented in rental and heavy truck scenarios, achieving over 6 million passenger trips and over 800,000 TEU in cargo [2]. - The plan includes the establishment of a digital twin training platform, with 2,000 square kilometers of open testing areas and over 5,000 kilometers of roads covering various scenarios [2]. Group 3: Diverse Application Scenarios - The action plan promotes the simultaneous advancement of passenger vehicles, commercial vehicles, and unmanned equipment [2]. - In the passenger vehicle sector, there will be organized intelligent taxi demonstration operations and pilot projects for L3 vehicles, while commercial vehicles will focus on technology applications in key urban areas and transport hubs [2]. Group 4: Innovation Ecosystem and Policy Support - The plan calls for the Shanghai Economic and Information Commission to advance key technology breakthroughs, cultivate quality enterprises, and promote collaboration in intelligent driving model research [3]. - It emphasizes the need for comprehensive support through policies, finance, talent, and regional collaboration to facilitate the development of the intelligent connected vehicle industry [3].

证券日报网讯 1月19日，常青股份在互动平台回答投资者提问时表示，公司目前配套的产品，有部分是 应用到具有自动驾驶功能的汽车车型之中。 （文章来源：证券日报） ...

Group 1 - Trump's threat to impose tariffs on Denmark and other European countries has led to significant market volatility, with European stock markets declining and a surge in demand for safe-haven assets like gold and silver [2][7] - The China Securities Regulatory Commission (CSRC) has outlined key tasks for 2026, focusing on market stability, regulatory enforcement, and promoting the development of listed companies [2][7] - Five leading solar companies, including Tongwei Co. and Longi Green Energy, have announced a combined expected loss exceeding 28.9 billion yuan due to industry challenges such as supply-demand imbalances and rising raw material costs [2][7] Group 2 - Tesla's CEO Elon Musk has announced the restart of the Dojo 3 project, with the new AI5 chip expected to have five times the computing power of the current HW4 chip, impacting the rollout of full self-driving capabilities [3][8] - Rare earth prices have been rising, with a projected supply-demand gap of 140,000 tons by 2030, driven by strong demand from the global electric vehicle sector [3][8] - Several small and medium-sized banks have raised deposit rates as part of a strategy to attract deposits amid low net interest margins, although future rates may stabilize or slightly decrease [3][9] Group 3 - Rongbai Technology is under investigation by the CSRC for misleading statements regarding a significant contract, raising concerns about its ability to fulfill orders due to production capacity issues [4][9] - The minimum margin requirement for financing purchases on the Shanghai and Shenzhen stock exchanges has been increased from 80% to 100% for new contracts, aimed at controlling market leverage risks [4][9] - The 2025 Hurun Report has ranked Cambrian as the top AI company in China, valued at 630 billion yuan, with an increasing number of AI chip companies listed, reflecting a shift towards domestic computing power independence [5][10]

冯兴亚表示，在技术方面，2026年广汽将实现L3级自动驾驶技术批量装车，同步开展L4级自动驾驶技 术规模化示范应用与测试；在电池领域，在2025年固态电池中试线建成投产的基础上，加速推进固态电 池批量上车步伐，同时力争第三代电池技术研发上取得突破性进展。此外，在产业协同方面，冯兴亚透 露，广汽与华为联合打造的启境汽车将于2026年6月正式投产，同步开启全渠道销售，为消费者带来全 新出行体验。 （文章来源：21世纪经济报道） 作为广州的支柱性产业，过去十年广州市的汽车产量六次登顶全国第一。如今，汽车产业正处于智能网 联新能源转型的关键攻坚期。当前，工信部首批L3级有条件自动驾驶车型准入许可已经公布。冯兴亚 认为，智能网联汽车从技术验证迈向规模化商业化突破的关键节点，正成为全球汽车产业竞争的战略焦 点。 基于产业发展趋势，冯兴亚今年提出多项建议推动产业协同升级，如在自动驾驶领域，建议"加速放开 广州市L3级自动驾驶汽车C端测试及商业化落地"；针对Robotaxi领域发展不均衡问题，提出"推进广州 市Robotaxi产业链协同升级、助力产业高质量发展的建议"；在车网互动（V2G）层面，聚焦基础设施 配套、商业模式创 ...

在更具颠覆性的L4领域，北汽新能源与小马智行的合作已跨越从0到1的验证阶段，完成了600台 Robotaxi的量产与试运营。这不仅是产量的突破，更意味着其自动驾驶系统与整车制造工艺、供应链管 理体系实现了深度整合，具备了规模化复制的基础。 活动中，双方宣布进入"从1到N"的2.0合作时代，合作范围扩展到产品共创、市场共拓与资本共融等多 个维度，这预示着一个更紧密的"整车制造+AI技术"融合生态正在形成。其目标清晰指向全球智能出行 服务的增量市场，意图将技术先发优势转化为可持续的运营收入和市场份额。 2026年开局，北汽新能源以一场聚焦于智慧出行的战略性科技发布，拉开了新一年的发展序幕。活动不 仅集中展示了L3级自动驾驶进入公开道路试点、L4级Robotaxi实现规模化运营等标志性成果，更系统阐 释了其构建智慧出行共同体的战略构想。 回望2025年，公司实现了销量与盈利能力的双重拐点：年度总销量突破20万辆大关，毛利率历史性转 正。这一系列由技术突破驱动经营质变的信号，清晰地预示北汽新能源已步入一个依靠科技赋能与生态 协同实现高质量增长的全新周期。 从技术突破到生态构建：卡位智能化竞争新高地 本次科技日的深层价 ...

Group 1 - Chery is actively benchmarking Tesla's Full Self-Driving (FSD) system, aiming not only to match but to surpass it [2] - The company is sending personnel to the U.S. to experience Tesla's FSD and Grok model combination, identifying gaps to accelerate its progress [2] - Autonomous driving is becoming a core competitive advantage for automakers, serving as a key component of technological barriers and a driver for business model upgrades [2] Group 2 - The SAE defines six levels of autonomous driving from L0 to L5, with L5 representing full automation where the system can handle all driving tasks without human intervention [4] - Level 2 advanced driver assistance systems (ADAS) have become mainstream, with penetration rates in China's passenger car market rising from 23.5% in 2021 to 42.4% in the first half of 2023 [6] - The Ministry of Industry and Information Technology in China has granted the first L3 conditional autonomous driving vehicle licenses, marking a significant step towards clearer responsibilities and real-world applications [8] Group 3 - NVIDIA's CEO predicts that in the next decade, a significant portion of vehicles will be autonomous or highly autonomous, potentially reaching a scale of one billion vehicles, all powered by AI [8]