新浪科技讯 9月29日下午消息，9月25日至27日，"2025车路云50人年度论坛"在重庆举办。论坛期间， 国务院发展研究中心原副主任王安顺表示，近年来，我国汽车产业创新步伐不断加快，以大踏步的发展 成为新能源汽车全球第一生产大国、第一大消费市场和第一大出口国，并在核心技术、关键部件以及产 业链、价值链上都实现了跨越式突破。未来智能网联汽车将更加智能化、个性化，或可上天，或可下 水，拥有无限可能。 重庆市政府副市长、西部科学城重庆高新区党工委书记马震表示，重庆是国家重要中心城市和制造重 镇，肩负打造新时代西部大开发重要战略支点、内陆开放综合枢纽的重要使命。作为全国重要的汽车工 业城市，重庆锚定万亿级智能网联新能源汽车产业集群建设目标，坚持高端化、智能化、绿色化发展方 向，正加快打造智能网联新能源汽车之都。 中亚人工智能协会主席、上海合作组织前秘书长、乌兹别克斯坦前外交部长弗拉基米尔·诺罗夫表示， 全球交通革命即将来临，电动汽车、自动驾驶和智能系统正在深度融合。在这一全球变局中，中国已成 为全球领导者，拥有世界上最大的未来交通实验室和工厂。站在全球视角看，中亚通过采用中国电动汽 车的技术，以及采用一套全新的标准 ...

公安部道路交通安全研究中心副主任、研究员戴帅表示，智能网联汽车日益向高级别自动驾驶演 进，交通安全的管理要按照人车同规、人车同技、人车同治的思路搭建交通安全运行体系，"让车辆能 够理解、遵守和活用交规，也能够提升风险应对的能力并实现交通安全治理体系的闭环。" 交通运输部路网监测与应急处置中心副主任王刚则聚焦公路沿线电动重卡补能体系的建设，他表 示，随着海南新能源汽车的推广，海南重卡也面临着未来电动化问题，这就需要构建全国路网的运营服 务体系，实现一张网运行、一体化服务，利用所有干线布的点，把全国重卡的补能网络串起来，为电池 的充和换奠定良好的硬件基础。 世界新能源汽车大会专题论坛聚焦"海南智能交通创新发展"—— 海南加快打造全球新能源汽车制造和贸易重要枢纽 海南日报全媒体记者 邵长春 通讯员 余欢 当前，智能交通作为新时代交通发展的前沿领域，正以前所未有的速度改变着人们的出行方式和生 活模式。海南正积极拥抱这一变革，致力于打造智慧交通和智能网联汽车发展的新高地。 9月28日，在海口举行的2025世界新能源汽车大会专题论坛"海南智能交通创新发展论坛"上，与会 嘉宾围绕相关议题展开深入交流，共同探讨海南智能交通的 ...

四维图新（002405.SZ）9月29日在投资者互动平台表示，公司是国内最早布局车路云产业的公司之一， 拥有丰富的技术储备及相关经验，已中标了北京、深圳、无锡等多地的车路云项目。目前除 20 个试点 城市，还有多个城市正在进行资金筹措等车路云项目前期规划。公司除广泛跟进外，将进一步发力北京 车路云建设，把握北京今年加大项目投入的机会。 每经AI快讯，有投资者在投资者互动平台提问：2025年9月23日，工信部装备工业一司副司长郭守刚在 新闻发布会上宣布，我国将加快推进20个"车路云一体化"试点城市建设，目前已建成17个国家级测试示 范区。对公司有哪些积极影响？公司目前有哪些相关订单？ （记者 胡玲） ...

每经记者｜黄辛旭 每经编辑｜裴健如 封面图片来源：每日经济新闻 资料图 9月27日，在主题为"产业变革与可持续发展"的2025世界新能源汽车大会上，中国科学技术协会主席、 世界新能源汽车大会主席万钢表示，新能源汽车发展是一项系统性工程，既要突破电池、芯片和软件等 核心技术，也要推进绿色智能工艺，健全回收利用体系，促进资源循环利用。在基础设施方面，需加快 沿高速公路布局分布式新能源发电和氢能补给，支撑商用车发展。未来要通过V2G实现车网互动，促进 绿电消纳与双向高效利用，探索社区智能充电和规模化应用。 值得一提的是，海南省一直是国内新能源汽车普及率最高的地区。截至今年8月底，海南省新能源汽车 保有量已达48.37万辆，占汽车保有量的21.86%，高出全国平均水平近11个百分点。同时，海南省的新 能源渗透率为66.5%。 万钢也特别提及了自动驾驶的发展。他认为，进入智能化时代，新能源汽车不仅是能源革命的载体，更 是数字变革的前沿。当前我国已在20个城市开展车路云一体化试点，智慧路口、智慧灯杆和数字地图的 建设，为自动驾驶提供了超视距感知和实时协同能力。确保安全始终是自动驾驶的首要前提，要实现 L3、L4级别自动驾 ...

Group 1 - The core concept of "vehicle-road-cloud integration" has become a global consensus as a key path for the development of intelligent connected vehicles [1][3] - The forum held in Chongqing aimed to create a high-end dialogue platform across multiple fields, including automotive, transportation, communication, and artificial intelligence, to promote cross-industry resource integration [1][3] - China's automotive industry has rapidly innovated, becoming the world's largest producer, consumer, and exporter of new energy vehicles, achieving significant breakthroughs in core technologies and industrial chains [3][4] Group 2 - The forum highlighted the importance of collaboration among various stakeholders in the intelligent transportation ecosystem, emphasizing the role of vehicles as the core carriers of smart traffic [9][11] - Major automotive companies shared their advancements in AI technology and its integration into vehicle-road-cloud systems, showcasing initiatives aimed at enhancing safety and operational efficiency [9][11] - The release of the "Vehicle-Road-Cloud Integration Economic Development 2025" report marks a significant step in providing strategic guidance for governments and enterprises, promoting efficient connections between technology, scenarios, and capital [12][14] Group 3 - The "Vehicle-Road-Cloud Integration Scale Verification Action" is set to launch in the fourth quarter of 2025 in Chongqing, involving large-scale joint testing by multiple automotive companies, focusing on critical scenarios for intelligent driving safety [14][16] - The forum served as a platform to showcase China's achievements in vehicle-road-cloud integration and to outline a clearer vision for the future of global smart transportation [16]

Group 1 - The fifth Shenyang Intelligent Connected Vehicle Conference highlighted the prominence of smart driving companies over traditional passenger vehicle manufacturers, with a focus on Robotaxi, unmanned agricultural machinery, and unmanned logistics delivery [2][3] - Shenyang aims to integrate AI, communication, and big data into its automotive manufacturing to overcome industry bottlenecks and foster new growth, marking a shift from traditional manufacturing to "smart manufacturing" [2] - The "Vehicle-Road-Cloud Integration" application, previously a key theme, has been downplayed in this conference, indicating challenges in its current implementation [3] Group 2 - The conference featured limited participation from passenger vehicle manufacturers, with notable entries including the Brilliance BMW 5 Series V2X retrofitted research vehicle and the Baidu Apollo and Jiangling New Energy collaboration [4] - The current trend in autonomous driving is leaning towards single-vehicle intelligence, particularly L3 level advanced driver assistance systems, while the "Vehicle-Road-Cloud Integration" model is less favored by companies due to high investment and long infrastructure development cycles [4] - A surge in L4 level Robotaxi and unmanned logistics vehicles has been observed, with significant investments such as the establishment of "Zhaofu Intelligent Technology Co., Ltd." with over 3 billion yuan in initial funding [5] Group 3 - Shenyang's intelligent connected vehicle industry is focusing on demonstration operations for Robotaxi, unmanned agricultural machinery, and various unmanned delivery vehicles [5] - The city has signed over 20 projects with industry partners, including collaborations with major logistics and technology companies [6] - Despite the emergence of unmanned logistics vehicles, many face profitability challenges, relying heavily on subsidies for operation [7] Group 4 - Most unmanned logistics vehicles currently operate on single-vehicle intelligence systems, lacking the benefits of "Vehicle-Road-Cloud Integration," which limits their effectiveness in complex environments [8] - Efforts are being made to address industry challenges, including collaboration among five northern cities to unify standards, enhance safety regulation, and promote data sharing [8]

Core Viewpoint - The 2025 World Intelligent Connected Vehicle Conference aims to enhance collaboration and innovation in the automotive industry, focusing on the integration of advanced technologies such as AI, communication, and data utilization [2][3]. Group 1: Conference Overview - The conference will be held from October 16-18, 2025, at the Beijing Yichuang International Exhibition Center, co-hosted by the Ministry of Industry and Information Technology, the Ministry of Transport, and the Beijing Municipal Government [2]. - The theme of the conference is "Gathering Wisdom and Energy, Unlimited Connectivity," emphasizing its role as a bridge and link for global resources in the automotive sector [2]. Group 2: Key Features - The conference will focus on cutting-edge technologies in the automotive industry, including AI, communication, data utilization, and chips, featuring top global experts sharing insights on the latest breakthroughs and industry trends [2][3]. - It will promote international cooperation through various activities, including an international cooperation meeting and a delegation of ambassadors visiting the automotive industry, with nearly half of the speakers expected to be international guests [2][3]. - Multiple reports will be released during the conference, showcasing achievements in "vehicle-road-cloud integration," network technology, trusted data space, and "AI + automotive," highlighting developments during the 14th Five-Year Plan [3]. - The conference will enhance practical applications by expanding the range of autonomous vehicle shuttle services and providing AI translation devices for seamless communication among attendees [3]. Group 3: Industry Significance - Intelligent connected vehicles are seen as a key carrier for the integration of automotive and advanced technologies, becoming a strategic direction for global automotive transformation and upgrading [3]. - The Ministry of Industry and Information Technology is committed to advancing the development of the intelligent connected vehicle industry through technology breakthroughs, standard formulation, and application promotion [3]. - The World Intelligent Connected Vehicle Conference, established in 2018, is recognized as China's first national-level professional conference in this field, serving as a significant platform for technological innovation and international exchange in the global automotive industry [3].

共享出行平台行业深度报告 行业呈燎原之势，曹操出行的弯道超车机会在即 2025 年 09 月 26 日 ➢ 中国出行市场规模稳居全球首位，聚合平台兴起或改写滴滴出行主导用户交 互的行业生态。中国出行市场规模稳居全球首位，2024 年市场规模为 8 万亿元。 得益于下沉市场出行需求的增长以及共享出行市场规模的扩大，据弗若斯特沙利 文的预测，2025-2029 年，出行市场的 CAGR 有望提升至 5.4%；地图导航， 本地生活型聚合平台崛起，重塑行业流量生态，弗若斯特沙利文预计 2029 年通 过聚合平台完成的网约车订单比例或攀升至 53.9%，为第二梯队的企业提供了突 围的机会，打破了以往滴滴出行主导用户交互的局面。 ➢ 曹操出行：国内唯一"三合一"自动驾驶运营平台，公司弯道超车机会在即。 1）吉利孵化的中国领先共享出行平台，发展持续提速。公司为吉利集团孵化， 公司实控人李书福为吉利汽车的创始人及董事长，曹操出行现已成长中国第二大 共享出行平台，2025H1 公司实现 GTV109.5 亿元，同比+53.6%；1H25 完成 订单 380 亿单，同比+49%。 2）与吉利业务协同效应显著，打造中国最大规模定制 ...

Investment Rating - The report indicates a strong rebound in the North Exchange, with a focus on the technology growth sector, particularly semiconductors and robotics, which are seen as core investment themes [4][9]. Core Insights - The North Exchange A-shares trading volume reached 20.69 billion yuan on September 24, a decrease of 3.72 billion yuan from the previous trading day, while the North Exchange 50 Index closed at 1578.92, up 2.03% [2][9]. - The North Exchange specialized and innovative index closed at 2762.51, increasing by 2.66% [2][9]. - Among the 276 companies listed on the North Exchange, 236 saw their stock prices rise, 2 remained flat, and 38 experienced declines [2][16]. Summary by Sections Market Review - On September 24, the North Exchange A-shares trading volume was 20.69 billion yuan, down from the previous day by 3.72 billion yuan [2][9]. - The North Exchange 50 Index increased by 2.03%, with a PE_TTM of 74.04 [2][9]. - The specialized and innovative index rose by 2.66% [2][9]. - The top five gainers included Henghe Co. (30.0%), Meizhigao (10.6%), Kaide Quartz (9.9%), Tiangang Co. (8.9%), and Yuanhang Precision (8.3%) [2][16]. - The top five decliners were Anhui Phoenix (-4.4%), Hongzhi Technology (-3.6%), Rongyi Precision (-3.0%), Wantong Hydraulic (-2.9%), and Tianma New Materials (-2.7%) [2][16]. Important News - Eight departments issued guidelines to promote digital consumption, proposing 14 tasks across four areas to enhance the digital consumption ecosystem [3][19]. - The "Vehicle-Road-Cloud Integration" pilot city construction is accelerating, with various cities, including Beijing and Haikou, advancing related projects [3][20]. Key Company Announcements - Kexin New Materials announced the acquisition of a utility model patent for a fixed device for transporting new energy crucibles [3][21]. - Xici Technology plans to invest up to 160 million yuan of idle funds in safe financial products [3][21].

每经AI快讯，9月25日，美格智能（002881）在互动平台表示，公司的车规级5G+C-V2X系列模组产 品，目前已与下游Tier-1客户开展合作，针对海外车厂品牌，开展产品定制化工作。相关产品可以应用 于车路云一体化、高阶辅助驾驶等相关领域。 ...