据智通财经12月11日消息，中汽协表示，11月，汽车产销延续良好表现。企业抢抓政策窗口期，生产供 给依然保持较快节奏，在高基数基础上，产销环比、同比均实现增长。其中，乘用车市场运行平稳，商 用车市场持续向好，新能源汽车表现强劲，汽车出口较快增长。展望全年，汽车内需市场在政策组合效 应推动下有效改善，新动能加快释放，对外贸易呈现出较好韧性，汽车产销量全年有望再创历史新高， 实现"十四五"圆满收官。 相关市场板块分析 比亚迪（002594.SZ）：新能源汽车龙头，全产业链优势明显，海外市场加速拓展。 长城汽车（601633.SH）：新能源转型成效显著，欧拉、坦克等品牌表现亮眼，出口业务持续突破。 宁德时代（300750.SZ）：动力电池全球龙头，技术创新与产能扩张并举，拟发行100亿元债券用于项目 建设，巩固行业领先地位。 小马智行：自动驾驶技术领军企业，深度参与智慧物流与车路协同项目，推动多城Robotaxi商业化落 地。 理想汽车（2015.HK）：新势力代表，增程与纯电双线并进，智能座舱与自动驾驶技术领先，销量稳步 增长。 新能源汽车：政策补贴叠加市场渗透率提升，产业链上下游企业受益显著，动力电池、电驱动系 ...

Core Viewpoint - Xiaopeng Motors is set to release VLA 2.0 in the next quarter, with a bet placed by Chairman He Xiaopeng regarding its performance compared to FSD V14.2 in Silicon Valley by 2026 [1][2] Group 1 - He Xiaopeng recently tested and compared the latest FSD V14.2 version and Robotaxi in Silicon Valley, noting significant improvements from over a year ago when FSD was at L2 level [2] - The FSD system has progressed to a quasi-L4 level, providing a smoother and more reliable driving experience, with standard vehicles and Robotaxi showing consistent performance [2] - He Xiaopeng believes that the future will involve a unified self-driving system and hardware that will cater to both private RoboCars and shared Robotaxis, allowing users to potentially skip L3 and directly experience L4 driving [2]

"Waymo从来没有真正与特斯拉抗衡的机会。" 这番大胆开麦，不用想也知道，来自一向"口无遮拦"的首富马斯克。 不过事出有因，他的回怼实际是因为谷歌DeepMind首席科学家发帖时，暗示特斯拉和Waymo相比，两家的Robotaxi还有差距。 借着这个档口，马斯克再度放话，3周内Robotaxi就会取消安全员——真正开始纯无人载客了。 马斯克回怼谷歌科学家：Waymo没机会抗衡 引得马斯克激情开麦的源头，来自谷歌DeepMind首席科学家、谷歌研究首席科学家、Gemini项目负责人杰夫·迪恩（Jeff Dean）在社交平台X上发的一篇 帖子。 这篇帖子原本是在展示谷歌旗下Waymo的基础模型。 这个模型通过融合端到端与模块化设计，构建了一个以"快速感知-深度推理"双系统为核心的世界模型架构： 系统1（快速反应）：传感器融合编码器实时处理摄像头/激光雷达/雷达数据，生成物体、语义信息及嵌入向量，支持毫秒级驾驶决策； 系统2（深度推理）：基于Gemini大模型的视觉语言模型（VLM），利用海量世界知识理解罕见场景（如车辆起火时主动绕行）。 两者共同输入世界解码器，生成高精度轨迹预测与安全验证信号。 原本只是一个简 ...

12月11日，中国汽车工业协会（以下简称"中汽协"）发布11月汽车产销数据。11月，汽车市 场延续良好表现，产销量双超3100万辆，环比、同比均实现增长。其中，商用车市场持续向好， 各细分市场增速明显。 01 卡客车市场均表现良好 根据中汽协发布的数据显示，11月，商用车产销分别完成38.8万辆和39.2万辆，环比分别增长6.6% 和8.6%，同比分别增长18.6%和24.4%。 其中，货车11月产销分别完成33.3万辆和33.8万辆，环比分别增长6%和8.8%，同比分别增长19.2% 和25.9%。从四大类货车细分品类来看，11月，重型货车销量11.3万辆，环比增长6.6%，同比增长 65.4%；中型货车销量1万辆，环比下降23.9%，同比增长15%；轻型货车销量18万辆，环比增长11%， 同比增长7.1%；微型货车销量3.6万辆，环比增长18.1%，同比增长47.7%。 客车市场11月产销分别完成5.5万辆和5.3万辆，环比分别增长10.5%和7.3%，同比分别增长14.9%和 15.8%。从细分市场来看，11月，大中型客车销量1.3万辆，环比增长16.3%，同比增长22.9%；轻型客车 销量4.1万辆， ...

Core Viewpoint - The stock of WeRide (文远知行-W) has increased by 4.73%, reaching HKD 23.9, with a trading volume of HKD 13.36 million, following its success in the China Intelligent Driving Competition in Taizhou, where its WePilot 3.0 ADAS solution achieved the highest score of 112.81 points, demonstrating exceptional "zero takeover" performance [1] Company Summary - WeRide is recognized as a global leader in Level 4 autonomous driving products and solutions [1] - The WePilot 3.0 represents a significant advancement in WeRide's capabilities, integrating end-to-end AI models, system integration, and deep collaboration between hardware and software [1] Industry Summary - Morgan Stanley remains optimistic about WeRide, citing its leading advantages in international strategic partnerships, potential long-term economic share growth in overseas ecosystems, and increasing domestic market recognition of Advanced Driver Assistance Systems (ADAS) [1] - These factors collectively support an attractive risk-return profile at the current valuation [1]

智通财经APP获悉，文远知行-W(00800)午后涨超4%，截至发稿，涨4.73%，报23.9港元，成交额 1335.96万港元。 公开资料显示，文远知行是全球领先的L4级自动驾驶产品和解决方案提供商。小摩表示，继续看好文 远知行，原因是其国际战略合作具备领先优势且日益深化、海外生态长期经济份额存在潜在上行空间、 以及高级驾驶辅助系统（ADAS）开始获得国内市场认可，该行认为这些因素共同支撑了当前估值下具 吸引力的风险回报。 消息面上，在近日召开的中国智驾大赛-台州站中，由文远知行和博世技术联合打造的WePilot 3.0 ADAS解决方案的奇瑞星途星纪元ES，凭借"零接管"的极致表现和112.81分的全场最高分，强势问鼎冠 军。WePilot 3.0是文远知行在一段式端到端AI大模型、系统集成能力以及软硬件深度协同上的全面跃升 结晶。 ...

2025年11月理想交付33181，其中增程18984，纯电14197。L6789分别为9434/5212/2130/2208，i6i8MEGA分别为6798/6719/680。 | 2025年11月14日 晚点说 | i6首销期毛利率约10% 详见 | 平替时代：一家车企、 | | --- | --- | --- | | 一个行业如何被自己的成功困住 | | | | | 总交付 | | 纯电 | L6 | IL7 | Г8 | La i6 | 18 | | MEGA | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025年11月 | 33181 | 18984 | 14197 | 9434 | 5212 | 2130 | 2208 | 6798 | 6719 | 680 | | 2025年10月 | 31767 | 18340 | 13427 | 9680 | 4347 | 2183 | 2130 | 5775 | 5749 | 1903 | | 2025年9月 | 33951 | 24554 | 9397 | ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 12月11日消息，据韩媒报道，三星正在加快其在美国生产 特斯拉 AI5芯片的准备工作，近期已为其客户工程团队招募了一批经验丰富的工程师。该团队 将协助解决复杂的晶圆代工难题，稳定生产良率，并确保这一新项目的制造流程顺利推进。 此次大规模招聘表明，特斯拉的 AI5 项目在三星内部正快速推进。此前，三星与台积电共同赢得了特斯拉的芯片订单，成为 AI5 芯片的两家指定供应商 之一。 据报道，台积电将采用其 3 纳米制程技术生产 AI5 芯片，而三星则计划以 2 纳米制程进行试产，以此作为对其先进工艺能力的一次关键验证。 特斯拉首席执行官马斯克近日解释称，两家代工厂生产的芯片存在差异，是因为"它们将设计转化为实体形式的方式不同"。尽管如此，特斯拉的目标是让 两种版本的芯片在功能上完全一致，这无疑是一项重大挑战。这一情况令人联想到当年苹果 A9 芯片的"芯片门"事件，当时因由不同厂商代工，导致芯片 性能出现差异。 据了解，AI5 芯片是特斯拉为其自动驾驶系统开发的下一代专用硬件，同时也将用于 Optimus ...

Core Insights - The autonomous driving industry is expected to transition from rapid paradigm shifts to a phase of extreme optimization over the next three years, as stated by a veteran in the field [2][3] - The release of FSD V12 in 2024 is seen as a watershed moment for the industry, marking a significant technological breakthrough that could resolve long-standing bottlenecks [2][3] - Current deep learning technologies are showing signs of reaching their limits, and without breakthroughs in AGI theory, the industry may face a prolonged period of optimization rather than innovation [3][4] Industry Trends - The FSD V12's end-to-end architecture breaks existing barriers by extending deep learning applications from perception to decision-making, completing a technological revolution [3] - The paradigm shift allows for shared development frameworks and sensor configurations between L2 and L4 systems, enhancing collaboration and efficiency [3] - The industry is advised to focus on maximizing the potential of existing technologies, with an emphasis on improving chip performance and model capacity [4] Strategic Directions - The company plans to achieve a tenfold increase in computing power for each generation of AD products, supporting a tenfold scale of system evolution [3] - There is a focus on making L2 systems accessible to a broader market, targeting a price point that allows for wider adoption [4] - The ultimate goal remains to create machines that can replace human drivers, emphasizing the importance of endurance and precision in the industry’s long-term efforts [4]

Core Viewpoint - The article discusses the recent incident involving a self-driving taxi in Zhuzhou, Hunan, which resulted in injury, highlighting the risks associated with the rapid deployment of autonomous driving technology in the taxi industry [2][3]. Group 1: Industry Developments - Autonomous driving technology has made significant advancements, with companies like Waymo, FSD, and Cruise in the U.S., and domestic players like Luobo Kuaipao and Hello focusing on the taxi sector [2]. - Hello officially entered the Robotaxi market in June 2023, concentrating on L4-level autonomous driving technology and its safe application [3]. - The deployment of approximately 80 operational vehicles in Zhuzhou indicates a commitment to integrating autonomous vehicles into real-world transportation [3]. Group 2: Safety Concerns - The incident serves as a warning that safety is paramount in the autonomous driving industry, necessitating stringent oversight to ensure innovation does not compromise public safety [2][4]. - Current autonomous driving systems struggle to replicate human-like decision-making and adaptability, which can lead to systemic flaws in safety protocols [4]. - The need for safety personnel during the initial market entry of Robotaxi services, as seen with other companies, underscores the importance of human oversight in the early stages of deployment [4]. Group 3: Legal and Ethical Considerations - The interaction between humans and autonomous vehicles requires clear legal frameworks to define responsibilities and rights, particularly as technology advances to L4 and above [5]. - The article emphasizes that innovation should not be stifled by safety concerns but rather balanced to create a secure environment for technological advancement [5]. - The expectation from consumers for safer, faster, and more cost-effective transportation services drives the demand for innovation in the autonomous driving sector [5].