Core Viewpoint - The event emphasizes the importance of IPv6 as a core technology for the next generation of the internet, aiming to drive digital transformation and high-quality development of the digital economy in Beijing [1]. Group 1: Policy and Strategic Initiatives - Beijing will focus on policy guidance, mechanism innovation, ecosystem construction, and resource assurance to promote the large-scale deployment of IPv6 single-stack technology [1]. - The city aims to leverage IPv6 technology advantages in various fields such as artificial intelligence, 6G, autonomous driving, and computing networks to establish a solid foundation for becoming a global benchmark city for the digital economy [1]. Group 2: Technical Insights and Collaborative Efforts - Professor Li Xing from Tsinghua University provided strategic guidance on the deep development of IPv6, highlighting the importance of policy empowerment and multi-party collaboration in achieving full coverage of IPv6 [2]. - The event showcased innovative measures from Haidian District and Economic Development Zone, forming a collaborative work pattern that can be replicated across the city [2]. Group 3: Recognition and Ecosystem Development - An award ceremony recognized outstanding cases of IPv6 deployment and application in key sectors such as government, education, finance, and the internet, with a total of 40 awards distributed [2]. - The establishment of the "Capital Internet Industry IPv6 Innovation Development Alliance" marks a new phase in the collaborative and ecological development of IPv6 in Beijing, with participation from major internet companies [3].

Market Overview - The main board saw significant gains with stocks like Dahua Intelligent (+10.03%), Junya Technology (+10.03%), and Huamai Technology (+10.02%) leading the rise [1] - The ChiNext board also performed well, with Zhishang Technology (+20.00%), Dongtian Micro (+20.00%), and Rongke Technology (+20.00%) showing strong increases [1] - The Sci-Tech Innovation board was led by Ruikeda (+20.00%), Saiwei Microelectronics (+18.82%), and Changguang Huaxin (+15.26%) [1] - Active sub-industries included SW Communication Network Equipment and Devices (+6.84%) and SW Other Electronics III (+4.77%) [1] Domestic News - New Sound Semiconductor Co., Ltd. completed a C-round financing of 269 million yuan, planning to invest over 150 million yuan in capacity expansion at its Jiaxing production base, aiming to increase BAW filter annual production capacity to 1 billion units [1] - Hengxuan Technology reported smooth progress in the development of its next-generation low-power high-performance wearable chip, the BES6000 series, expected to enter the sample delivery stage in the first half of next year [1] - Visionox announced at Tsinghua University's forum that its fourth-generation pTSF technology has achieved mass production, marking a significant advancement in OLED key materials in China [1] - China's integrated circuit exports reached 1.29 trillion yuan in the first 11 months of this year, a year-on-year increase of 25.6%, significantly outpacing the overall export growth rate [1] Company Announcements - Jieshun Technology announced it won the operation project for the underground parking lot of Zhengzhou Longhu Financial Center, expecting operational revenue exceeding 70 million yuan over a six-year contract period [2] - GoerTek reported progress in the equity transaction of GoerTek Optical Technology Co., Ltd., with all preconditions for the share exchange transaction being met by December 9, 2025 [2] - Naxin Micro announced its first share buyback through centralized bidding, repurchasing 344,547 shares, accounting for 0.21% of the total share capital, with a total buyback amount of 53.74 million yuan [2] - Chuangyi Huikang reported the completion of the transfer of 117,698,823 shares held by Philips Investment, representing 7.60% of the total share capital [2] International News - LaserApps successfully fabricated a 30μm TGV on semiconductor glass substrates, achieving high aspect ratios [2] - Samsung Electronics received an order from AI chip startup Tsavorite, with an order value exceeding 100 million USD for AI chip foundry services using its 4nm process technology [2] - U.S. Senate members proposed legislation to formalize current export controls on advanced semiconductors, potentially affecting companies like NVIDIA and AMD [2] - Dell is considering a price increase of at least 15%-20% for PC and server products due to rising memory prices, with other manufacturers like HP also warning of potential price hikes [2]

导读：酷睿程自研的芯片将定名为"C7H"。 （文 / 观察者网 周盛明 编辑 / 高莘） 此外，韩鸿铭介绍，C7H芯片将为3—4纳米制程，AI算力约为500—700TOPS。该芯片将为大众与小鹏 联合研发的CEA电子电气架构"完美适配"，支持L2+的高阶辅助驾驶，甚至L3、L4级别的自动驾驶。 "未来不仅是软件的快速进化，硬件也必须跟随软件进化。因此，地平线与大众决定共同设计一颗芯 片，让它能够匹配地平线最新的软件算法，从而获得最佳的技术、最佳的成本，并真正做到根据需求定 制芯片。这就是我们做出这个决定的原因。"韩鸿铭表示。 根据地平线及大众汽车此前透露的信息，C7H芯片研发主要由酷睿程执行，CARIAD和地平线将提供支 持。据悉，该芯片将在未来三至五年内实现量产。 此外，韩鸿铭还介绍，目前酷睿程的全职员工约700人，其中超过90%是纯研发专家和技术人员，甚至 有70%拥有硕士或博士学位，并且70%拥有至少5年的行业经验。韩鸿铭表示，团队成员不仅来自大众 软件子公司CARIAD或地平线，酷睿称近期也吸引了行业内来自其他公司的优秀专家。 韩鸿铭表示，2025年底，大众基于J6M的L2+将正式SOP（量产启动）， ...

Investment Rating - The report maintains a "Recommended" investment rating for the automotive industry [6] Core Insights - The automotive industry is experiencing a gradual recovery, with November wholesale sales remaining within a reasonable range. Retail sales of passenger vehicles in November reached 2.263 million units, a year-on-year decrease of 7%, but a month-on-month increase of 1%. Cumulatively, retail sales for the year reached 21.519 million units, a year-on-year increase of 6% [1][19] - The new energy vehicle market is showing strong growth, with November retail sales of 1.354 million units, a year-on-year increase of 7% and a cumulative increase of 20% for the year [1][19] - The report highlights the importance of autonomous driving and the strategic initiatives of ride-hailing companies, with significant advancements in technology and policy support driving the sector forward [4][26] Summary by Sections Weekly Market Review (2025.11.29-12.05) - The automotive sector saw a weekly increase of 1.38%, outperforming the Shanghai Composite Index by 0.10 percentage points. Most sub-sectors within the automotive industry also experienced gains [12][14] Weekly Data Tracking (2025.11.29-12.05) - Passenger vehicle retail and wholesale sales data for November indicate a mixed performance, with wholesale sales showing a year-on-year increase of 2% [19][1] Industry News (2025.11.29-12.05) - Significant developments include Shanghai's announcement of 330 kilometers of autonomous driving test roads, advancements in autonomous vehicle technology by companies like Xpeng and Geely, and the launch of new models featuring cutting-edge technology [26][27][32][30]

但此前得克萨斯州官员表示，自本学年开始以来，Waymo的Robotaxi至少19次非法驶过校车而非减速或 停车。对此，美国国家公路交通安全管理局（NHTSA）于10月对学区附近的Waymo车辆展开调查。 今年11月，NHTSA又发布消息称，得克萨斯州奥斯汀独立学区表示，在Waymo宣布通过软件更新以解 决该问题后，整个11月仍发生五起不停车事件。对此，学区方面要求Waymo在上学和放学期间停止在 学校周围运营，直到确保车辆不会再违反交规。 Waymo首席安全官毛里西奥·佩纳（Mauricio Pena）在一份声明中表示，Waymo决定向国家公路交通安 全管理局提交自愿软件召回，佩纳补充说，该公司认为，已经实施的软件更新显著提高了性能，以在经 过校车时适当减速和停车，并将继续根据需求跟踪并实施更多更新。 Waymo无人驾驶汽车 路透社 根据美国交通法规，只要校车亮起红色警示灯并伸出停车臂，所有车辆必须立即停车、禁止超车。这是 一条全国范围最严格、处罚最重的交通法规之一，目的是确保儿童在上下校车时的绝对安全。 【文/观察者网 潘昱辰 编辑/高莘】据路透社报道，自动驾驶服务供应商Waymo日前宣布，将召回其无 人驾 ...

Core Viewpoint - The release of the GB17675-2025 national certification standard for automotive steering systems marks a significant step towards the mass production of steer-by-wire (SBW) technology, which is expected to enhance vehicle design and functionality [1][5]. Group 1: Company Performance - NEXTEER (耐世特) shares rose by over 7%, with a current price of 6.44 HKD and a trading volume of 56.83 million HKD [1][5]. Group 2: Industry Standards - The new GB17675-2025 standard will replace the GB17675-2021 standard starting July 1, 2026, removing mandatory mechanical connection requirements and focusing on the safety and functional validation of new technologies like SBW and electric power steering (EPS) [1][5]. - The standard was drafted by multiple automotive companies, indicating industry collaboration in setting safety benchmarks [1]. Group 3: Market Implications - According to Guotai Junan Securities, the introduction of this national certification standard is a crucial precursor for the mass production of steer-by-wire systems, which offer advantages such as improved cabin space, support for L3 and higher levels of autonomous driving, variable steering ratios, and enhanced steering comfort [1][5]. - Under the new standard, steer-by-wire technology is expected to achieve successful mass production, positioning NEXTEER as a leading player in the steering system market [1].

记者 王力 此前，无论是在上海市内跨区行驶，还是跨省行驶至周边城市，智能网联汽车均无法实现跨区域通 行。此次沪苏智能网联汽车测试应用场景互通，打通了上海嘉定与苏州太仓、昆山之间的自动驾驶测试 道路，有力推动长三角区域的产业协同与自动驾驶的商业化运营。 发布活动现场，多项重磅举措同步落地。上海市交通领域"人工智能+"应用创新矩阵正式亮相，覆 盖全交通业态与流程的示范场景揭榜单位、优胜单位获授牌，将加速新技术、新产品的落地推广。上海 交通行业数据创新实验室揭牌成立，将聚焦交通科技研究、自动驾驶等关键领域，培育标杆应用与高质 量数据产品。会上，上海市交通委员会分别与上海市气象局、中国联通上海市分公司签订战略合作协 议，前者聚焦交通气象数字化融合，后者依托5G-A等新技术构建智能交通体系，将共同助力交通效率 与安全水平双提升。 目前，上海累计开放测试道路达3173条、总里程5238.82公里，已构建起全维度、广覆盖的自动驾 驶测试场景布局。此外，国内首个特大城市全域交通信号灯数据开放与应用管理服务平台同步发布， 7600个路口的实时数据将为高级别自动驾驶研发量产注入强劲动力。 沪苏智能网联汽车测试应用场景实现互通；浦 ...

Group 1 - The core viewpoint of the news is that investor Duan Yongping has publicly acknowledged his renewed confidence in Tesla after experiencing the Model Y's automatic driving capabilities, despite a couple of safety interventions by the vehicle's system [1][2] - Duan Yongping's recent purchase of a Tesla Model Y and his positive remarks about the driving experience indicate a shift in his investment logic regarding Tesla, which he previously criticized [2] - Tesla's CEO Elon Musk confirmed that the latest FSD v14.2.1 system allows drivers to send text messages under certain traffic conditions while relying on the system for automatic driving, highlighting the ongoing evolution of Tesla's technology [1] Group 2 - Duan Yongping had previously admitted that selling Tesla stock was a "wrong decision" and expressed a belief that he should have held onto it long-term, reflecting a change in his perspective on the company [2] - Despite past reservations about Elon Musk's personal conduct and Tesla's customer service, Duan Yongping now recognizes Tesla's cost control and differentiation advantages achieved through a simplified product line and large-scale production [2] - Duan Yongping also expressed confidence in Tesla's advancements in energy efficiency and the development of the Optimus robot, indicating a reassessment of the balance between "founder risk" and "business moat" in his investment strategy [2]

Core Insights - Tesla is expanding its Robotaxi application to users in eight countries, including the US, Japan, Thailand, South Korea, Australia, and regions in China, Hong Kong, and Taiwan, indicating a significant push towards international deployment of its autonomous driving services [1] Group 1: Application Features - The Robotaxi application allows users to book rides, check the status of autonomous driving, and access vehicles, leveraging Tesla's Full Self-Driving (FSD) capabilities [1] - The expansion of the application is aimed at markets where Tesla has a strong existing customer base or where autonomous driving regulations are relatively mature [1] Group 2: Business Strategy - Tesla has been continuously enhancing its FSD capabilities and has emphasized that Robotaxi will be a crucial growth area for its future business [1] - The accelerated rollout of the Robotaxi application is seen as a key signal for the next phase of Tesla's mobility business amid the global progress in the commercialization of autonomous driving [1]

Core Viewpoint - The article introduces the "Black Warrior 001," a cost-effective and user-friendly autonomous driving educational vehicle designed for research and teaching purposes, priced at 36,999 yuan, which includes various advanced features and training courses [2][4]. Group 1: Product Overview - The Black Warrior 001 is a lightweight solution that supports multiple functionalities such as perception, localization, fusion, navigation, and planning, built on an Ackermann chassis [4]. - It is suitable for various educational levels, including undergraduate learning, graduate research, and training in vocational schools [4]. Group 2: Performance Demonstration - The vehicle has been tested in various environments, including indoor, outdoor, and parking garage scenarios, showcasing its capabilities in perception, localization, fusion, navigation, and planning [6]. Group 3: Hardware Specifications - Key sensors include: - 3D LiDAR: Mid 360 - 2D LiDAR: Lidar from LidarGod - Depth Camera: Orbbec with IMU - Main Control Chip: Nvidia Orin NX 16G - Display: 1080p [22][23]. - The vehicle weighs 30 kg, has a battery power of 50W, operates at 24V, and has a maximum speed of 2 m/s [25][26]. Group 4: Software and Functionality - The software framework includes ROS, C++, and Python, with one-click startup and a provided development environment [28]. - Functional capabilities include various SLAM techniques, vehicle navigation, and obstacle avoidance [29]. Group 5: After-Sales and Support - The company offers one year of after-sales support for non-human damage, with free repairs for damages caused by user errors during the warranty period [52].