格隆汇10月16日｜工业和信息化部副部长辛国斌今日在2025世界智能网联汽车大会上表示，作为行业主 管部门，工业和信息化部将把智能网联汽车作为推进新型工业化发展新质生产力的重要力量，统筹推进 技术攻关、推广应用等工作，推动产业高质量可持续发展。 一是支持技术创新，推动人工智能与汽车 产业深度融合，高水平建设汽车行业人工智能中试基地，支持汽车"研产供销服务"各个环节大模型的应 用开发，赋能全产业数字化转型，加强新一代电子电气架构，大算力芯片、操作系统等技术攻关，加快 自动驾驶技术突破。 二是促进跨界融合，深入推进"车路云一体化"应用试点，通过路侧交通等信息交 互，提升自动驾驶安全水平，推动城市间跨域连片移动，支持汽车、信息通讯、能源、交通等行业企 业，围绕模型训练、车网互动等，共建可信数据空间，促进跨界融合发展。 三是完善政策体系，编制 十五五智能网联新能源汽车产业发展规划，明确发展目标，部署重点任务，加快组合驾驶辅助自动驾驶 等标准制定，优化智能网联汽车生产领域管理，规范产业竞争秩序，维护公平有序市场环境。四是深化 开放合作，坚持全球化发展，国际化创新，持续打造市场化、法治化、国际化一流营商环境。 ...

Macro Highlights - China has implemented new export restrictions on rare earths, prompting EU officials to call for stronger measures against China, to which the Chinese Foreign Ministry responded by emphasizing the need for dialogue to maintain global supply chain stability [1] - China has filed a complaint with the WTO against India's electric vehicle and battery subsidy measures, claiming these measures violate multiple obligations and provide unfair competitive advantages to Indian industries, urging India to correct its practices [1] Electric Vehicle Charging Infrastructure - The National Development and Reform Commission has issued a three-year action plan aiming to double the service capacity of electric vehicle charging facilities by 2027, targeting the establishment of 28 million charging facilities and over 300 million kilowatts of public charging capacity to meet the needs of over 80 million electric vehicles [2] Digital Economy Innovation - Seven national digital economy innovation development pilot zones will introduce 158 reform measures focusing on market-oriented data allocation, integration of technological and industrial innovation, and the establishment of competitive digital industry clusters to drive regional economic growth [3] Company News - Kaimete Gas has stated that its products are currently not used in nuclear fusion applications [5] - Yunnan Copper expects to produce 16 tons of gold and 680 tons of silver this year [6] - Hengmingda plans to repurchase shares worth between 200 million to 400 million yuan [6] - Delixi Co. plans to raise no more than 720 million yuan through a private placement, which will result in a change of control [6] - Longjiang Transportation intends to acquire 100% equity of a shipping company [6] - Jin Gu Co. anticipates a net profit increase of 23.57% to 85.35% year-on-year for the first three quarters [6] - Meiyuan Health expects a net profit increase of 70.51% to 151.7% year-on-year for the first three quarters [6]

Core Viewpoint - The recent serious accident involving a vehicle with an intelligent driving system highlights the safety issues and deficiencies in current autonomous driving technologies, necessitating a reevaluation of industry standards and practices [1] Group 1: Issues Identified - The public testing primarily involved systems with L3 capabilities, which do not meet the reliability requirements for L3 but are marketed as L2 systems, leading to consumer confusion [1][5] - The testing revealed that manufacturers generally lack the capability to handle long-tail scenarios, with deficiencies in both hardware and software aspects of intelligent driving systems [2] - There is a significant limitation in the pre-market testing of mass-produced vehicles, as manufacturers rely heavily on simulation and road testing without adequate performance testing in dangerous conditions [3] Group 2: Lack of Standards - The absence of unified testing standards and parameters, such as following distance and speed settings, complicates fair comparisons between different autonomous driving systems [4] Group 3: Recommendations - It is essential to standardize the understanding of autonomous driving function classifications to prevent misleading marketing and user misuse [5][6] - Accelerating the establishment of standards for L2/L3 systems is crucial, as current standards lag behind industry needs [7] - Regulatory bodies should clarify testing requirements and ensure comprehensive testing methods are employed, especially in hazardous scenarios [8] - The industry should adopt integrated vehicle-road-cloud systems to enhance the performance of autonomous driving systems in complex environments [9] - A centralized data platform should be developed to facilitate the collection and sharing of high-quality training and testing data across different vehicle models and road conditions [10] - Manufacturers must conduct more extensive testing under extreme conditions to ensure safety standards are met beyond the minimum requirements [11] - Immediate rectification of hidden door handle designs is recommended to enhance public safety, regardless of pending regulations [12]

Core Viewpoint - The recent serious accident involving an intelligent driving system vehicle highlights the safety issues and deficiencies in current automotive intelligent driving systems, particularly in the context of L2 and L3 classifications [1][2][4]. Group 1: Issues Identified - The public testing primarily involved systems with L3 capabilities, which do not meet the reliability requirements for L3 classification, leading to confusion in the market regarding L2 and L3 definitions [1][2]. - The testing revealed that manufacturers generally lack the capability to handle long-tail scenarios, with deficiencies in both hardware and software aspects of intelligent driving systems [2][3]. - There is a significant limitation in the testing and validation of mass-produced vehicles before market launch, as manufacturers rely heavily on simulation and road testing without adequate performance testing in dangerous conditions [3][4]. Group 2: Recommendations - It is essential to standardize the understanding of autonomous driving function classifications to prevent misleading marketing and user misuse [5][6]. - The industry must accelerate the development of standards for L2 and L3 systems, ensuring that testing and evaluation methods are unified and scientifically sound [7][8]. - Regulatory bodies should clarify testing requirements and ensure comprehensive testing methods are applied, particularly in hazardous scenarios [8][9]. - The industry should adopt integrated vehicle-road-cloud systems to enhance the performance of autonomous driving systems, addressing the limitations of single-vehicle perception [9][10]. - A data platform should be established to facilitate the collection and sharing of high-quality scenario data, which is crucial for improving the training and testing of intelligent driving systems [10][11]. - Manufacturers should conduct more extensive testing under extreme conditions to ensure that safety standards are not just met but exceeded [11][12]. - Immediate rectification of hidden door handle designs is recommended to enhance safety, regardless of pending regulatory changes [12].

Core Viewpoint - The Ministry of Housing and Urban-Rural Development, along with other departments, has issued an action plan for implementing the opinions on promoting new urban infrastructure construction to create resilient cities from 2025 to 2027, focusing on the development of road coordination facilities [1] Group 1 - The action plan emphasizes the need for demand-oriented development of intelligent sensing systems for road infrastructure, primarily utilizing smart multifunctional poles as the main carrier [1] - The initiative includes the integration of "vehicle-road-cloud" applications through pilot projects to support the application of intelligent connected vehicles [1] - The goal is to improve urban travel environments and enhance the level of digital governance in cities [1]

低空经济正在从0到1起步，空管龙头莱斯信息虽战略布局较快，但受主营业务拖累，上半年业绩承压严 重。 最新财报显示，今年1~6月，莱斯信息营收4.57亿元，同比下降28.37%，归母净利润-0.31亿元，同比下 降473.5%。 莱斯信息董秘王旭在10月13日的业绩交流会上解释，"因公司客户项目执行特点且采用终验法确认收 入，上半年主要投入项目设计、开发等环节，多数项目将在下半年验收，主营业务收入的季节性较为明 显。"主业承压 道路交通运输、民航交通、城市治理是莱斯信息三大主业。按去年年报，三大主业营收占比分别为 41.68%、38.88%、16.72%。 根据最新专业报告数据，2024年我国城市智能交通市场总规模约559亿元人民币，是近年来城市智能交 通市场投资的首次下滑。在产业边际影响下，莱斯信息上半年营收大降。 对此，王旭回应，一方面聚焦主责主业加速市场推广，推进重点项目落实，另一方面强化内控管理，提 高项目实施效率，优化成本管控效能，提升盈利能力。近年研发投入持续增长，主要系公司与以科技创 新为核心引擎，突破行业发展关键技术，持续培育行业领先的系列拳头产品，加快新质新域前沿新品研 发，为产业转型升级注入 ...

Core Viewpoint - Beijing is positioning itself as a leading hub for intelligent connected vehicles, leveraging its policy advantages, technological advancements, and industrial cluster to accelerate the development of the smart and connected vehicle industry [7][9]. Group 1: Policy and Standards - Beijing has established itself as a pilot city for intelligent connected vehicles, with the recent release of four local standards in the autonomous driving sector, focusing on closed testing and vehicle-road-cloud integration [7]. - The city aims to create a globally leading institutional innovation hub by prioritizing standard-setting to gain a voice in industry development [7]. - The implementation of the "Beijing Autonomous Driving Vehicle Regulations" marks a significant step in legalizing L3 and above autonomous vehicles for personal use, expanding the scope beyond commercial applications [7][9]. Group 2: Technological Infrastructure - The Beijing Economic-Technological Development Area has achieved 600 square kilometers of intelligent connected road coverage, with over 1,000 vehicle-mounted units deployed and more than 33 million kilometers of testing mileage [7][8]. - The cloud control platform processes approximately 420 terabytes of data daily, integrating over 1,100 test vehicles and covering more than 1,600 intersections [8]. - The city has developed a comprehensive urban-level experimental platform encompassing "vehicle, road, cloud, network, and map" systems, enhancing the testing and operational capabilities of autonomous vehicles [8]. Group 3: Industry Development - Beijing's automotive industry is a key pillar of its economy, with a projected automotive industry output value exceeding 700 billion yuan by 2025, and an 80% penetration rate for intelligent connected vehicles (L2 and above) [7]. - The city has seen a significant increase in electric vehicle production, with July's output reaching 52,000 units, a year-on-year increase of 140% [9]. - Over 120 intelligent connected vehicle companies are now based in Beijing, with notable growth in firms like WeRide and Pony.ai, which have reported record revenues and expanded operations [8][9]. Group 4: Application and Innovation - Autonomous driving services are being scaled up, with companies like Baidu and Pony.ai conducting regular operations in multiple cities, including Beijing [9]. - The upcoming World Intelligent Connected Vehicle Conference will showcase advancements in technology, applications, safety, and data, focusing on the transition from pilot projects to large-scale applications [9]. - The integration of smart technologies in manufacturing processes is enhancing production efficiency for companies like Xiaomi and Li Auto, contributing to the overall growth of the sector [9].

摘要 汉鑫科技聚焦智能驾驶和智能制造，通过车路云一体化布局，已在烟台 市建成智能网联示范路，并积极推进特种车辆自动驾驶应用，如无人清 扫车和无人拖拽车，寻求商业模式落地。 公司在智能制造领域，依托汉工云工业互联网平台和与华为的合作，积 累了近千个客户案例，聚焦六大行业，推行软硬一体化策略，提升解决 方案的质量和成本效益。 车路云一体化市场虽经历 2024 年热潮后的冷静期，但汉鑫科技自 2019 年起已与上海交大合作，并在山东省率先开展智能网联示范路建 设，占据先机，持续投入研发，看好该领域长期发展。 汉鑫科技的智能驾驶业务模式是直接面向终端客户提供软硬件及解决方 案，初期通过智能网联示范路项目进行商业模式转化，但受交通数据敏 感性影响，规模化平台运营尚未实现。 汉工云低代码开发平台通过模块化配置和 AI 赋能，提升了开发效率和数 据处理能力，例如在再生铝配料优化和质检环节中，显著提高了企业生 产效率和成本控制能力。 Q&A 请介绍一下汉芯科技的基本情况及主要业务。 汉芯科技是从新三板登陆北交所的公司，是首批于 2021 年上市的企业之一。 公司主要业务分为三大块：智慧城市、智能制造和智能驾驶。在智慧城市领域 ...

Core Insights - The article discusses the transition of Fu Qiang from Didi to Mushroom Car Union, highlighting the contrasting trajectories of both entities in the autonomous driving industry [2][6][7] Group 1: Fu Qiang's Career Transition - Fu Qiang has changed roles multiple times since leaving Didi, with his latest position as President of Mushroom Car Union, focusing on AI business strategy and commercialization [2][5] - His career path reflects a search for new opportunities in a rapidly evolving industry, with each new role representing a fresh start and the need to prove himself again [6][7] Group 2: Didi's Current Position - Didi's autonomous driving division successfully completed a Series D financing round of 2 billion yuan, indicating a return to a more stable capital and policy environment [3][6] - The funding will be directed towards algorithm optimization and the production of autonomous driving vehicles, particularly in collaboration with GAC Aion, with mass production expected by the end of 2025 [3] Group 3: Mushroom Car Union's Challenges - Mushroom Car Union, established in 2017, aims to provide integrated autonomous driving technology and services but has struggled to find a viable commercial rhythm [5][6] - The company last raised funds in May 2023, amounting to 580 million yuan, and its projects are primarily localized digital traffic and smart network initiatives [5] Group 4: Industry Climate Shift - The current industry climate has shifted from a focus on rapid expansion and technological leadership to a more cautious approach emphasizing defined scenarios and profitability [6][7] - The contrasting fortunes of Didi and Fu Qiang illustrate the broader industry dynamics, where Didi is stabilizing while Fu Qiang navigates uncertainty in a less established company [6][7]

Core Insights - The Ministry of Industry and Information Technology and other departments have announced 20 cities as the first batch of pilot cities for the "Vehicle-Road-Cloud Integration" application, aiming for large-scale commercialization of smart connected vehicles [1] Group 1: Smart Platform Development - The "Vehicle-Road-Cloud Integration" concept combines intelligent vehicles, smart roads, and cloud computing to enhance data perception and collaborative decision-making in complex scenarios [1] - A new traffic information aggregation platform in Shenzhen has been launched, enabling real-time updates on construction, signage, and incidents to support autonomous driving systems [1] Group 2: Infrastructure Improvement - Cities are proactively developing intelligent road infrastructure to facilitate the integration of smart connected vehicles with urban infrastructure and intelligent traffic systems [3] - In Guangzhou, a new smart city project covers 3.5 square kilometers and aims to optimize traffic flow using AI-based infrastructure management [3] - Wuxi has connected 1,723 traffic signals and installed communication units at 674 locations to enhance vehicle connectivity [2] Group 3: Application Expansion - The "Vehicle-Road-Cloud Integration" technology is being applied in various scenarios, including autonomous shuttles and urban management, enhancing convenience for citizens [7] - In Shenzhen, the first autonomous parking pilot has been implemented, allowing users to navigate vehicles to parking spots via a mobile app [8] - Wuxi is expanding the use of autonomous vehicles beyond public transport to include sanitation, security, and logistics [7]