今年慕尼黑车展已不仅是传统意义上的新车展示，还是软件、芯片与出行方案的舞台。中国企业携成熟 的量产方案以及先进技术亮相，向欧洲市场全面展示智能辅助驾驶产业链各环节的技术突破与合作优 势。 新华社慕尼黑9月13日电 综述｜中国智能辅助驾驶方案加速进入国际赛道 新华社记者马悦然 车云龙 单玮怡 在2025年德国慕尼黑车展上，智能辅助驾驶成为全球汽车产业的一大焦点。来自中国的多家企业集中亮 相，勾勒出智能辅助驾驶从概念到落地、从本土到全球的加速演进图景。 中国方案落地 中欧合作提速 智能辅助驾驶的未来首先要建立在安全之上。受访中国企业普遍表示，技术的迭代和进步皆需要量产验 证与流程认证，为技术的可靠性提供现实基础。 在智能辅助驾驶方面，德国信息技术、电信和新媒体协会在2025年的一项调研结果显示，安全性、事故 责任与数据隐私等议题仍被受访者多次提及。 卓驭科技与一汽-大众合作推出一款智能辅助驾驶系统，在速腾L、探岳L等车型上将陆续上市，并通过 大众体系A-SPICE CL2认证，体现中国企业设计的智能辅助驾驶系统在国际市场流程与质量体系中的发 展日趋成熟。 轻舟智航展示的智能辅助驾驶方案已在中国大规模应用，自动紧急 ...

Core Viewpoint - The article highlights the rapid advancement of Chinese intelligent assisted driving solutions entering the international market, particularly showcased at the 2025 Munich Auto Show, emphasizing the transition from concept to implementation and from local to global [1]. Group 1: Chinese Solutions Implementation - The Munich Auto Show has evolved into a platform for showcasing software, chips, and mobility solutions, with Chinese companies presenting mature mass production solutions and advanced technologies [2]. - Zhuoyue Technology and FAW-Volkswagen have launched an intelligent assisted driving system, set to be available on models like the Sagitar L and Tayron L, achieving A-SPICE CL2 certification, indicating maturity in international market processes and quality systems [2]. - Qingzhou Zhihang has demonstrated its intelligent assisted driving solutions, which have been widely applied in China, with an automatic emergency braking system false trigger rate lower than the industry average, approaching a million units in mass production [2]. - Horizon Robotics showcased its automotive-grade AI chip, the Journey 6 series, which is being used by Bosch in developing the fourth-generation multifunctional camera, expected to start mass production in 2026 [2]. - Some Chinese automakers are exploring comprehensive self-research paths, with Leap Motor proposing a "full-domain self-research" approach covering electric drive, batteries, cabins, and intelligent assisted driving [2]. Group 2: Accelerated Sino-European Cooperation - European traditional automakers are facing transformation challenges, with product launches and technology reserves lagging, leading to a competitive disadvantage in the electric vehicle market [3]. - Collaboration with Chinese companies is seen as a way to accelerate the implementation of intelligent assisted driving technologies [3]. - Chinese enterprises are increasingly establishing a presence in Europe, including setting up headquarters or R&D centers and forming local teams, such as Horizon Robotics and Qingzhou Zhihang establishing European headquarters in Munich [3]. Group 3: Safety, Compliance, and Innovation - The future of intelligent assisted driving must be built on safety, with companies emphasizing the need for mass production validation and process certification to ensure technology reliability [4]. - A survey by the German Association for Information Technology, Telecommunications, and New Media indicates that safety, accident liability, and data privacy are critical concerns among respondents [4]. - Industry experts suggest that companies need to regularly disclose metrics such as disengagement rates, incident rates, and false trigger rates of automatic emergency braking systems to build trust [4]. Group 4: Market Expansion through Collaboration and Innovation - To expand into overseas markets, Chinese companies are adjusting and adapting through collaboration and technological innovation, with Qingzhou Zhihang announcing a partnership with Qualcomm to launch intelligent assisted driving products in Europe, the US, Japan, and South Korea by 2026 [5]. - The unified architecture and cross-platform adaptability are seen as key to overseas deployment in the next three years [5].

Core Viewpoint - The report from浦银国际 highlights the growing importance of intelligent driving chips in the automotive industry, particularly as the sector transitions into a new phase of development, with a focus on smart assisted driving as a core feature [1] Industry Summary - The intelligent driving chip industry is positioned as a high-value segment within the automotive supply chain, driven by advancements in smart driving technologies [1] - By 2025, Chinese automakers are expected to push for "intelligent driving equality," leading to a decrease in the price range of models equipped with high-speed NOA [1] - Leading new energy vehicle companies are advancing algorithm evolution based on end-to-end architecture, which will promote both volume and price increases for intelligent driving chips [1] Company Summary - The report initiates coverage on Horizon Robotics (09660) and Hezhima (000716), both receiving "Buy" ratings with target prices set at HKD 12 and HKD 21.4 respectively [1] - Local intelligent driving chip suppliers are expected to gain market share due to their cost-effective products and production experience, benefiting from the trend of domestic substitution [1] Market Data - According to Frost & Sullivan, the global automotive-grade SoC market reached RMB 57.9 billion in 2023 and is projected to grow to RMB 205.3 billion by 2028, with a compound annual growth rate (CAGR) of 29% [1] - In China, the automotive-grade SoC market size was RMB 26.7 billion in 2023, expected to increase to RMB 102 billion by 2028, capturing 50% of the global market share [1]

智通财经APP获悉，浦银国际发布研报称，首次覆盖智驾芯片行业，给予超配评级;首次覆盖地平线机 器人-W(09660)和黑芝麻智能(02533)，均给予"买入"评级，目标价分别为12港元和21.4港元。随着新能 源汽车行业发展进入下半场，智能辅助驾驶成为汽车智能化的一项核心功能。智驾芯片作为智能辅助驾 驶功能实现的核心部件，逐渐成为产业链价值高地。 报告指，进入2025年，一方面中国自主车企大力推进"智驾平权"，推动高速NOA搭载车型价格段的下 探;另一方面龙头新能源车企在端到端架构基础上推进算法的继续演进，两端发力促进智驾芯片实现量 价齐升。在此背景下，本土智驾芯片供应商进一步崭露头角，凭借性价比芯片产品和自身量产经验积极 拓展客户，同时受益于国产替代趋势，有望实现份额加速扩张。该行根据Frost & Sullivan测算，2023年 全球车规级SoC市场规模已达579亿元人民币(下同)，到2028年将成长至2，053亿元，复合增长率29%。 而中国作为汽车智能化的重要参与者，2023年车规级SoC市场规模为267亿元，到2028年将增长至1， 020亿元，占全球市场份额的50%。 ...

报告指，在此背景下，本土智驾芯片供应商进一步崭露头角，凭借性价比芯片产品和自身量产经验积极 拓展客户，同时受益于国产替代趋势，有望实现份额加速扩张。该行首次覆盖智驾芯片行业，给予"超 配"评级；首次覆盖地平线机器人和黑芝麻智能，均予"买入"评级，目标价分别为12港元和21.4港元。 浦银国际发表报告指，随着新能源汽车行业发展进入下半场，智能辅助驾驶成为汽车智能化的一项核心 功能。智驾芯片作为智能辅助驾驶功能实现的核心部件，逐渐成为产业链价值高地。进入2025年，一方 面中国自主车企大力推进智驾平权，推动高速NOA搭载车型价格段的下探；另一方面龙头新能源车企 在端到端架构基础上推进算法的继续演进，两端发力促进智驾芯片实现量价齐升。 ...

Investment Rating - The report gives an "Overweight" rating for the intelligent driving chip industry and a "Buy" rating for Horizon Robotics-W (9660.HK) and Black Sesame Intelligence (2533.HK) [3][7][9]. Core Insights - The intelligent driving chip market is expected to expand significantly, with the global ADAS SoC market projected to reach RMB 92.5 billion by 2028 [7]. - The penetration rate of ADAS functions in China's new energy passenger vehicles reached 82.6% in the first half of 2025, indicating a strong demand for intelligent driving capabilities [8][55]. - Domestic intelligent driving chip suppliers are gaining market share due to their cost-effective products and production experience, benefiting from the trend of domestic substitution [9]. Summary by Sections Industry Background - The automotive electronic architecture is evolving, with SoC becoming the mainstream choice for control chips in intelligent electric vehicles [13][14]. - The intelligent driving chip is a core component for achieving advanced driver-assistance systems (ADAS) and autonomous driving functions [19]. Current Industry Status - The intelligent driving process is still in its early stages, with high-level ADAS function penetration remaining low [39]. - The global electric vehicle market is expected to exceed 20 million units in 2025, with a penetration rate of over 25% [39]. Development Trends - The intelligent driving chip market is rapidly expanding, driven by the increasing complexity of software and hardware requirements for ADAS functions [7][19]. - The market for automotive-grade SoC is projected to grow from RMB 57.9 billion in 2023 to RMB 205.3 billion by 2028, with a compound annual growth rate of 29% [19]. Competitive Landscape - Domestic manufacturers are expected to capture a larger market share as they improve their production capabilities and experience [9]. - The competition in the intelligent driving chip market is intensifying, with various players entering the field [9]. Investment Value - The report is optimistic about the upgrade of ADAS capabilities and the domestic substitution trend, indicating potential long-term growth in the robotics sector [9][10]. - The intelligent driving chip market is expected to see a simultaneous increase in both volume and price due to advancements in algorithms and hardware requirements [9]. Company Coverage - Horizon Robotics-W (9660.HK) is positioned as a leading player in the domestic intelligent driving chip market, with a target price of HKD 12.0, representing a potential upside of 22% [11]. - Black Sesame Intelligence (2533.HK) is also highlighted as a key player, with a target price of HKD 21.4, indicating a potential upside of 16% [11].

这套方案最大的亮点就是可以在超低功耗条件下运行，检测和处理性能针对超低功耗进行专门优化，是 面向全球辅助驾驶市场的一套极具竞争力的方案。更值得一提的是，这套方案完全适配中国市场即将施 行的AEB新法规。 本报讯 （记者袁传玺）9月8日，2025年德国国际汽车及智慧出行博览会（IAA Mobility 2025）在慕尼 黑正式开幕，爱芯元智半导体股份有限公司（以下简称"爱芯元智"）首度展出联手行业领先的AI视觉感 知技术公司STRADVISION打造的辅助驾驶解决方案DEMO，该方案适配全球化辅助驾驶系统开发。 具体来说，该方案是一套基于爱芯元智M57的前视感知一体机DEMO方案。该DEMO能够实现静态物体 检测、车辆/行人检测、车道/道路边界检测、交通标志/信号灯识别、自由空间检测等功能，可以支持L2 级别ADAS功能的实现（如AEB、ACC、LCC等）。 目前，该方案已经收获量产客户，预计最快将于2026年实现量产。 此外，本届展会上，爱芯元智重要的感知合作伙伴Nulmax的感知效果方案也亮相展台。Nullmax是一家 专注于智能驾驶应用的人工智能科技公司，具备全栈智驾算法开发能力，方案经过多款车型和量产验 ...

2025年9月8日-14日，2025年德国国际汽车及智慧出行博览会（IAA MOBILITY）于慕尼黑正式开幕。中国智驾科技 领军企业地平线携多项最新全球化合作成果亮相本届车展，其与全球领先的汽车技术与服务供应商博世的多项合作成果迎 来重要进展。目前，双方基于地平线征程6系列打造的博世纵横辅助驾驶升级版及新一代多功能摄像头产品矩阵，已获得 国内外多家主流车企的车型项目定点，标志着双方合作已进入规模化量产新阶段。 依托领先的技术平台和成熟的工程能力，地平线能够支持博世等合作伙伴高效完成从芯片适配、系统集成至样 件点亮的全过程，并推动多个定点项目快速实现规模化量产与交付，加速先进的辅助驾驶技术在全球汽车市场的普 及应用。 此次与博世合作进展的突破，不仅体现了地平线"软硬结合"技术路线的领先性，也进一步强化了其作为"国内 外Tier-1及车企布局智能化的最佳伙伴"的产业定位。作为立足中国市场、服务全球的乘用车辅助驾驶解决方案供应 博世基于地平线征程6E/M研发的纵横辅助驾驶升级版，算力可达80TOPS或128TOPS，深度融合BEV Transformer与占用网络感知算法，在多种复杂场景下实现更精准、更可靠的高阶 ...

Core Insights - The 2025 Qilu Autumn Auto Show serves as an important window to observe the Chinese automotive market, showcasing significant advancements in luxury attributes, intelligence levels, and core technology configurations of domestic brands [1][5] - Domestic brands, such as Hongqi and BYD, are proving their capabilities in both luxury and performance segments, marking a shift from following foreign brands to leading in high-end markets [2][3] Group 1: Domestic Brand Highlights - Hongqi's L5 model attracted significant attention, showcasing a blend of traditional Chinese aesthetics and modern technology, emphasizing its high-end positioning as a symbol of domestic luxury [1][2] - BYD's Yangwang U9 demonstrated key breakthroughs in the supercar segment with advanced features like independent four-motor drive technology, highlighting the brand's performance capabilities [2][3] Group 2: Exhibition Scale and Brand Strategy - The exhibition layout revealed a strong presence of domestic brands, with BYD occupying over 3,000 square meters, showcasing its five sub-brands and innovative outdoor experience areas [3] - Chery and Changan also demonstrated significant exhibition areas, emphasizing their technological advancements and brand integration strategies [3] Group 3: Intelligent Features - The integration of intelligent driving features has become a standard across various price segments, with brands like Chery and Geely offering advanced driver assistance systems in their mainstream models [4] - The trend of localizing intelligent driving technologies is evident, with joint venture brands like GAC Toyota introducing advanced systems at competitive price points [4]

通过观众投票、齐鲁晚报·齐鲁壹点大数据监测、现场消费调查、齐鲁车展组委会推荐等多个渠道，本届齐鲁车展评选出年度荣耀品牌奖、最佳合作伙伴 奖、展台奖、车型奖等多项大奖，并在车展现场颁发。 齐鲁晚报·齐鲁壹点 朱洪蕾 张雪 鹿青松 于泊升 管悦 9月4日-8日，2025齐鲁秋季车展暨第五十二届齐鲁汽车展览交易会在山东国际会展中心举行。 智能辅助驾驶方面，领克900全系标配千里浩瀚智能安全辅助驾驶系统，搭载激光雷达、NVIDIA DRIVE AGX Orin-X芯片以及全球首发的NVIDIA DRIVE AGX Thor芯片（算力达700Tops），构建了强大的全维感知矩阵。该系统支持城市NOA领航驾驶辅助、高速NOA领航驾驶辅助、HPA记忆泊车等功能，满 足用户的多样化需求。 领克汽车现场负责人介绍，本届齐鲁车展，领克参展面积达600平，参展展具使用全新设计语言，更符合年轻人对汽车品牌的期待与需求，强化品牌与用户 的情感联结。 领克900获评2025齐鲁秋季车展最受关注车型奖。 领克900基于SPA Evo大型电混车专属架构打造，该架构以沃尔沃SPA架构为基础，融入864项新能源时代的前沿技术，全面提升车辆在安全 ...