Core Viewpoint - Tesla emphasizes its commitment to advancing a vision-based approach to smart driving technology, aiming to make safe and intelligent products affordable for everyone [1] Group 1: Technology and Innovation - Tesla's vision processing solution, combined with an end-to-end neural network architecture, has been trained on billions of real-world data samples, achieving a safer smart driving technology path across multiple scenarios [1] - The company aims to highlight its differentiated technological approach, suggesting that a pure vision solution could potentially match the safety performance of multi-sensor fusion, which may significantly reduce the costs of smart driving systems [6] Group 2: Research and Development - Tesla plans to invest 33.1 billion RMB in research and development in 2024, with an additional 10.3 billion RMB in the first quarter of 2025, setting a new record for R&D investment [7] - The company focuses on production manufacturing and innovative technology development, achieving significant advancements, including a 10.6 times safety improvement in its assisted driving compared to ordinary vehicles [7] Group 3: Market Challenges - Experts note that the performance of vision systems still faces challenges under extreme weather and lighting conditions, raising questions about whether Tesla can fully compensate for the lack of hardware diversity through algorithm optimization and data accumulation [6][7] - Tesla's CEO, Elon Musk, has criticized lidar as an "incorrect solution," advocating for a vision system combined with biological neural networks as the optimal approach, as it closely aligns with human driving habits and represents the "first principles" towards full automation [7]

撰 文 / 钱亚光 设 计 / 琚 佳 2月下旬，中国车市有两款新车上市将对今后的市场格局产生影响。 一款是2月27日上市的小米SU7 Ultra，将1500马力顶级性能车的售价拉到了52.99万元。 另一款是早一天上市的红旗天工05，15.98万-18.58万元，高阶智驾版只需要16.98万元起，红旗把高 阶智驾豪华品牌的价格打到了16.98万元，让更多喜欢的人买得起。 高阶智驾无疑是2025年汽车业最卷的新赛道，仅2月就有多家车企发布智驾战略。长安汽车宣布"未 来3年的新车将全系标配智驾接口，将高阶智驾下沉至更多性价比车型"；小鹏汽车宣布已实现高等 级智能驾驶的软硬件全系标配；比亚迪发布了全民智驾战略，宣布其全系车型将搭载高阶智能驾驶 辅助系统"天神之眼"。 同时，DeepSeek的火爆和特斯拉部分FSD功能的引入，让人们对智能汽车的体验有了进一步的期 盼，也让汽车行业的底层逻辑发生着革命性的改变。高阶智驾已经不再是奢侈品，而是有了走进寻 常百姓家的趋势。 红旗天工05的上市，第一次把豪华品牌高阶智驾打到了16万元区间，让高阶智驾和豪华品牌同时普 惠到更广阔的群体。 豪华品牌的加入，意味着2025年围绕" ...

做性价比方案，服务 10 万- 25 万元车型。 文丨张家豪 编辑丨程曼祺 智驾市场持续洗牌，随着产品方案、订单和交付量拉开差距，高阶智驾供应商数量减少，公司生存 状态分化。 我们独家获悉，智能驾驶公司鉴智机器人近日完成了 3000 万美元的 Pre-B 轮融资，由北京经开区 产业升级基金及北京智能网联汽车产业基金联合领投，二者都是亦庄国投管理的投资基金；此轮跟 投的鉴智老股东中，则有智能驾驶计算平台公司地平线。 这是鉴智 2021 年成立以来完成的第 6 轮融资，历史投资方有 Atypical Ventures、 渶策资本、五源 资本、襄禾资本、地平线、深创投和金沙江创投等。目前鉴智有超 300 名员工，分布在北京、上 海、杭州、苏州和广州。 2022 年底的 A+ 轮融资之际，前深鉴科技联合创始人兼 CTO、AMD 前全球副总裁单羿加入鉴智，以 联合创始人身份担任 CEO。他和鉴智联合创始人、CTO 都大龙先后在百度深度学习研究院和地平线共 事，在智驾领域曾有共同创业经验。 鉴智是目前中国市场仅有的两家可基于双目摄像头做纯视觉方案的智驾供应商，另一家是大疆。双目 摄像头可通过 2 个有位置差异的摄像头获得 ...