格隆汇1月12日丨立昂微(605358.SH)在互动平台表示，在车载雷达领域，立昂东芯VCSEL芯片产品已用 于智能驾驶中的激光雷达产品并已实现大规模出货，其中二维可寻址大功率VCSEL工艺技术，成为全 球首家量产车规级激光雷达VCSEL芯片的制造商，产品已应用于智能驾驶、人形机器人、割草机器人 等领域。4D毫米波雷达和激光雷达是两种不同的传感器技术，它们在原理、性能、应用场景和成本等 方面存在区别，公司暂无应用于车载4D毫米波雷达的产品。 ...

上世纪80年代初 长安人自筹3500万元，以技贸合作模式切入汽车领域，启动第一次创业。 1984年 长安牌SC1 12微型厢式货车、SC1 10微型载货汽车正式下线，打造出中国第一批微型汽车。 1995年 长安铃木首款"奥拓"车型下线，凭借亲民定价与优异油耗，成为中国首款国民神车。 1999年 长安之星在清华大学实验室完成碰撞试验，被誉为"挽救中国微车命运的第一撞"。 2001年 首个国家级重点实验室——汽车噪声振动和安全技术实验室落户长安。 2011年 长安布局海外研发，进驻意大利都灵，探索建设国际化研发基地。 2003年 在意大利设立海外技术分中心与驻意大利代表处，为全球化研发奠定基础。 2006年 长安首款自主品牌轿车奔奔下线，引爆市场。 2007年 首款混合动力轿车——"长安杰勋HEV"在长安汽车集团五工厂顺利下线。 2010年 由意大利都灵设计中心打造的第一代逸动（长安首款全球战略车型）上市首年销量即破10万，跻身"国 民家轿"行列。 2016年 完成重庆至北京2000公里无人驾驶测试，为智能驾驶技术验证铺路。 2017年 发布新能源"香格里拉"计划，加速新能源汽车领域布局。 2018年 发布智能化 ...

Core Insights - The strategic partnership between BAIC New Energy and Pony.ai aims to enhance the development of L4-level Robotaxi production and operations, establishing a benchmark for collaborative innovation in China's smart driving industry [1][3] Group 1: Partnership Details - The collaboration is characterized as entering a "2.0 era," focusing on creating a complete closed loop from technology development to commercial operation, rather than merely increasing vehicle production [3] - The partnership will leverage a ten billion investment to stimulate a trillion-level automotive intelligent driving industry collaboration [3] Group 2: Production Milestones - Since signing a technical cooperation agreement in November 2024, the partnership has achieved over 600 units of Robotaxi production, marking a significant milestone in the field [4] - The first mass-produced vehicle was launched in July 2025, with rapid delivery milestones: 100 units delivered within a month and 300 units within three months [4] - The Robotaxi operates in various complex driving scenarios, demonstrating a safety level exceeding human driving by over ten times [4] Group 3: Market Strategy - The Robotaxi sector is recognized for its clear commercialization path and substantial market potential, estimated in the hundreds of billions [6] - The partnership will focus on five dimensions: product co-creation, market expansion, supply chain integration, ecosystem development, and capital collaboration [6] Group 4: Global Competitiveness - The collaboration signifies a critical step for China's smart connected vehicle industry, transitioning from isolated technological breakthroughs to systematic ecological competition [7] - It aims to establish a sustainable smart mobility ecosystem, providing a replicable and sustainable "Chinese solution" for the global smart mobility market [7]

Group 1 - The year 2026 is widely regarded as the "year of commercialization for autonomous driving," driven by the implementation of L3-level autonomous driving regulations, a significant drop in hardware costs, and the empowerment of AI large models [1][5] - The smart driving ETF (516520) has attracted 375 million yuan in the first week of 2026, reaching a new high in fund size and shares at 1.067 billion yuan and 778 million shares, respectively [1][5] - Tesla's Robotaxi has recently launched operations without safety drivers, representing a significant advancement in L4/L5 level autonomous driving technology for shared mobility services [5][6] Group 2 - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which includes companies providing terminal perception and platform applications for smart vehicles, reflecting the overall performance of the smart automotive industry [2][6] - The top five secondary industries represented in the index are automotive parts (24.0%), semiconductors (19.6%), passenger vehicles (14.4%), software development (11.3%), and communication equipment (7.1%), covering multiple segments of the smart automotive supply chain [2][6] - Huatai-PB Fund, the manager of the smart driving ETF, is one of the first ETF managers in China and has launched the Huatai-PB CSI 300 ETF (510300), which has a market size of 437.4 billion yuan and is highly active in the market [2][6] Group 3 - On January 11, Huatai-PB Fund announced a cash dividend for the Huatai-PB CSI 300 ETF (510300), distributing 1.23 yuan per 10 fund shares, with a total dividend amount close to 11 billion yuan, potentially setting a new record for single cash dividends in domestic ETFs [3][7]

中海达（300177.SZ）1月12日在投资者互动平台表示，目前公司向小鹏提供位置感知相关的硬件产品， 主要应用在智能驾驶汽车、具身智能机器人和飞行器，相关业务详情请参阅公司过往定期报告及互动易 回复。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：烦请详细介绍下公司与小鹏在智驾汽车、飞行汽车、 人形机器人、Robotaxi等领域的具体合作产品或为其提供了哪些技术服务。 ...

Core Insights - Beijing Electric Vehicle Co., Ltd. (BAIC New Energy) and Pony.ai have entered a comprehensive strategic cooperation to enhance the development of China's intelligent driving industry [1][2] - The partnership aims to create a complete closed-loop system from technology research and development to commercial operation, marking the transition to a new phase of collaboration [1] - The L4-level Robotaxi model, based on BAIC's redundant chassis architecture and Pony.ai's seventh-generation autonomous driving system, has achieved significant milestones in production and operation [1][2] Production and Operation - The first mass-produced L4-level Robotaxi model, the Arcfox Alpha T5, is set to roll off the production line in July 2025, with rapid delivery milestones achieved shortly thereafter [1] - By August 2025, 100 units were delivered, and within three months, 300 units were produced and put into trial operation, with total production exceeding 600 units to date [1] - The Robotaxi has been deployed in complex driving scenarios across various urban environments, achieving all-weather, all-scenario autonomous driving capabilities [1] Commercialization and Strategic Goals - Starting November 2025, the Arcfox Alpha T5 Robotaxi will operate in key areas of Beijing and Shenzhen, providing users with a fully autonomous travel experience [2] - The collaboration focuses on five key dimensions: product co-creation, market expansion, industry chain collaboration, ecosystem building, and capital integration [2] - BAIC New Energy plans to collaborate with more leading global internet and technology companies to explore innovative boundaries in smart vehicles and contribute to the transformation of the global mobility industry [2]

银行股逆市走低，渝农商行（601077）跌超1%，南京银行（601009）、杭州银行（600926）、建设银 行（601939）等跌幅靠前。 从盘面上看，AI应用题材全线爆发，电商、虚拟人、短剧游戏方向领涨。金融科技、脑机接口、商业 航天、智能驾驶概念股表现活跃。 至午间收盘，上证综指涨0.75%，报4151.14点；科创50指数涨2.26%，报1509.29点；深证成指涨 1.31%，报14305.1点；创业板指涨1.17%，报3366.71点。 Wind统计显示，两市及北交所共3801只股票上涨，1501只股票下跌，平盘有162只股票。 沪深两市早盘成交总额23069亿元。根据早盘的成交情况预估，两市全天成交额有望突破3.5万亿元，刷 新A股单日成交额的新纪录。 据大智慧VIP，两市及北交所共有283只股票涨幅在9%以上，5只股票跌幅在9%以上。 从盘面上看，商业航天掀起涨停潮，天银机电（300342）、广哈通信（300711）、智明达（688636）、 蓝盾光电（300862）、斯瑞新材（688102）等超20股涨停或涨超10%。 传媒股暴涨，蓝色光标（300058）、川网传媒（300987）、值得买（ ...

Core Viewpoint - The collaboration between BAIC New Energy and Pony.ai marks the transition into the "2.0 era" of autonomous driving, focusing on a systematic approach across five dimensions: product, market, industry, ecology, and capital [2][6]. Group 1: Partnership Details - BAIC New Energy and Pony.ai signed a cooperation agreement to deepen their collaboration, leveraging BAIC's redundant chassis architecture and Pony.ai's seventh-generation autonomous driving system to develop the L4-level Arcfox Alpha T5 autonomous taxi [2]. - The first mass-produced vehicle is set to roll off the production line in July 2025, with over 600 units already produced, capable of operating in various complex driving scenarios, including urban roads and highways [4]. Group 2: Commercial Operations - The Arcfox Alpha T5 autonomous taxi began full-scale operations in key areas such as Beijing Yizhuang, Shenzhen Nanshan, and Bao'an District starting November 2025, providing a seamless and intelligent travel experience [4]. - The operational model aims to create a closed loop of "mass production, testing, and operation," ensuring efficient integration of autonomous driving technology into everyday use [4]. Group 3: Strategic Vision - BAIC New Energy is committed to an open and collaborative ecological strategy in the smart mobility sector, while Pony.ai brings extensive experience in system development, fleet management, and commercial operations [6]. - The strategic upgrade of the partnership is based on a shared understanding of industry trends and confidence in past achievements, with plans to explore further collaborations with leading global internet and technology companies [6].

Core Viewpoint - The competition in the intelligent driving chip market has shifted from algorithm functionality to core hardware chips, with significant developments from domestic chip manufacturers like Horizon and Momenta [3]. Group 1: Domestic Intelligent Driving Chips - Horizon's J6P chip has completed hardware design and is in performance testing, with plans to achieve vehicle readiness by Q2 2026, targeting mid-to-high-end models [5]. - Horizon plans to reduce the price of the J6P chip by approximately 15% by 2026, with potential discounts of up to 20% for major clients like BYD, impacting the mid-to-high-end chip market [5]. - Momenta's BMC chip has entered the testing phase, focusing on cost advantages and targeting the market for vehicles priced below 200,000 yuan, with expected mass production in 2026 [6][7]. - Momenta anticipates a significant increase in output, projecting around 1 million units in 2026, driven by partnerships with SAIC, GAC, and Chery [7]. Group 2: Algorithm and Performance Comparison - In standard driving scenarios, both Momenta and Horizon perform similarly, but Momenta excels in complex scenarios, benefiting from its extensive urban experience [8]. - Momenta's software-driven hardware model allows for better adaptation to market needs, enhancing user experience and providing tailored tools for automakers [8]. Group 3: Self-Development vs. Collaboration - Different automakers are adopting varied strategies, with companies like NIO and Li Auto focusing on self-developed chips, while others like Chery and Geely are opting for a mixed approach [9][12]. - High-end models are more likely to utilize self-developed chips to enhance profit margins and adapt to specific driving algorithms, while mid-to-low-end models prioritize cost-effectiveness [13]. Group 4: Market Dynamics and Future Outlook - The market is expected to see a coexistence of self-developed chips and third-party suppliers, with domestic chip market share projected to reach around 10% by 2026 [15]. - NVIDIA is expected to maintain a significant market share in high-end models, while domestic suppliers like Horizon and Momenta are anticipated to capture substantial portions of the mid-to-low-end market [15]. - The price trends indicate that while low-end chips are stabilizing, high-end chips from NVIDIA may see price increases, while domestic chips like those from Momenta are expected to drop significantly [21]. Group 5: Challenges and Opportunities for Domestic Chips - Domestic chips still face challenges in performance and algorithm ecosystem compared to NVIDIA, with a technology gap of about 1-1.5 generations [17]. - The Robotaxi sector presents an opportunity for domestic chips, although current limitations in performance and ecosystem integration hinder broader adoption [18][19]. Group 6: Price Trends and Market Projections - The pricing landscape for intelligent driving chips varies significantly based on performance, with low-end chips around 1,000 yuan and high-end chips from NVIDIA priced between 8,000-9,000 yuan [21]. - The competitive landscape in 2026 will be crucial, with domestic chips pushing for wider adoption and price reductions, enhancing the overall driving experience for consumers [22].

转自：人民论坛网 2025年中央经济工作会议将"坚持创新驱动，加紧培育壮大新动能"确定为明年经济工作的重点任务之 一，提出"深化拓展'人工智能+'，完善人工智能治理。"智能驾驶作为人工智能在汽车产业的核心应用 场景，不仅是技术比拼的"竞技场"，更是驱动经济增长的"新引擎"。面对这场深刻的产业变革，需以自 主创新筑牢技术根基，以开放姿态拥抱全球合作，以自信步伐走向世界舞台。 甘为"破壁者"，以自主创新锚定发展主动。我国首批L3级有条件自动驾驶车型准入许可试点的公布，既 标志着我国L3级自动驾驶从测试阶段迈入商业化应用的关键一步，又是我国智能驾驶领域进展的坚实 印证。上汽通用五菱通过实施"一二五"工程，把代表技术研发的"一"、代表主机厂的"二"和零部件体系 的"五"系统性地整合成一个整体，实现了新能源汽车的电池、电驱、电控系统的完全自主，车载芯片的 自主化率达到了94%。然而，也须清醒地认识到，我国在高端芯片等领域仍面临着"卡脖子"问题。汽车 产业深化拓展"人工智能+"，必须锚定自主创新的核心地位。这意味着企业不仅要有持续投入研发、敢 于坐"冷板凳"的决心，深耕底层技术与原始创新；更要构建"产学研用"深度融合的创 ...