激光雷达帮助AEB突破性能瓶颈。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 国家标准化管理委员会 日前 发布《轻型汽车自动紧急制动系统技术要求及试 验方法》征求意见稿， 这 标志着中国即将从 AEB（自动紧急制动系统）"自愿安装"进入"强制标 配"的新纪元。 某种程度上而言， 这一 政策将有效带动智能辅助驾驶产业链上的感知、决策、控制玩家，而激光雷 达作为感知环节的关键零部件，有望迎来爆发。 根据 国际保险巨头瑞士再保险 2024年 的 研究表 明，配备激光雷达的车辆可多避免 25%碰撞事故，缓解事故影响能力提升29%。 近年来， 不少主机厂陆续扩充标配激光雷达的车型矩阵 ， 激光雷达 甚至已 下探至十几万元级车 型，推动 "安全平权" 加速落地 ； 消费者对激光雷达的认知和青睐 亦 日趋加深。 当然， 头部新势 力车企对 AEB的技术路线 有着 不同观点 。 其中， 蔚来汽车相关人士通过数据说明其在主动安全上的迭代将车主平均事故损失降低了 25.2%。 蔚来全系车型皆标配激光雷达，并且在日前新款ES6、EC6发布会上，着重介绍了激光雷达 ...

Core Insights - In April, BYD achieved a historic breakthrough in the European market, surpassing Tesla in electric vehicle sales for the first time [1] - BYD's electric vehicle registration sales reached 7,231 units in April, marking a 169% increase year-over-year, placing it among the top ten electric vehicle brands [1] - Tesla's registration sales plummeted by 49%, resulting in a drop in its ranking [3] Sales Performance - BYD's total sales surged by 359% when including plug-in hybrid vehicles, highlighting a significant advantage over Tesla [3] - Tesla experienced a drastic decline in sales across Europe, with Sweden seeing an 81% year-over-year drop and Germany's sales nearly halving [4] - In China, Tesla's sales also fell by 6% year-over-year in April, marking the seventh consecutive month of decline [4] Market Strategy - Analysts suggest that BYD's strategy of scaling "smart driving equality" has allowed it to penetrate the market for vehicles priced around 70,000 yuan, while Tesla maintains a premium position through its Full Self-Driving (FSD) technology [3] - BYD is projected to sell 4.272 million new energy vehicles globally in 2024, representing a year-over-year growth of 41.26%, positioning it as the market leader in new energy vehicle sales [3] Competitive Landscape - The competition for BYD has expanded beyond domestic automakers to include Tesla, representing a significant shift in the market dynamics [3] - There are at least 300 listed companies in China involved in smart driving technology, indicating a highly competitive environment [3]

5月22日，小米集团创始人、董事长兼CEO雷军在小米15周年战略新品发布会上发布了首款SUV车型小米YU7。不 过当天并未公布价格，雷军表示，小米YU7将于7月正式上市发布。 雷军说，小米汽车SU7 2025年累计交付258000台；4月交付超28000台。 此次新发布的SUV车型小米YU7，全系超长续航、全系标配小米天际屏全景显示、全系标配连续阻尼可变减振 器、全系标配激光雷达。 小米YU7有三种版本：小米YU7超长续航后驱；小米YU7 Pro超长续航四驱；小米YU7 Max超长续航高性能四驱。 续航方面，小米YU7续航最高达835km。 小米YU7 Pro CLTC续航里程770km，15分钟最快补能620km。 小米还透露了辅助驾驶进展：全系标配激光雷达，最远有效点云距离可达200m；全系标配4D毫米波雷达，提升雨 雾天气穿透识别能力；应用摄像头ALD镀膜技术，有效减少眩光、鬼影；适应各种复杂环境，实现更智能、更安 全的辅助驾驶。 此次发布了三种颜色：宝石绿、钛金属色、熔岩橙，雷军表示，未来还将公布更多5种颜色。 当天雷军并未公布价格，雷军当天以Model Y、Macan电动版等车型做性能对比，并表示， ...

Core Insights - The article discusses the advancements and competitive landscape of the assisted driving industry, highlighting various companies' self-developed systems and strategies [1][4]. Group 1: Company Developments - Li Auto has launched its new generation dual-system intelligent driving solution, focusing on upgrading driving capabilities and synchronizing updates for smart electric vehicles [3]. - NIO's intelligent assisted driving system has reportedly avoided over 3.5 million collision risks, accumulating a total driving mileage of approximately 4.94 billion kilometers as of May 15, 2025 [3]. - Chery's Hawk 500 has achieved widespread adoption of assisted driving features, with the Hawk 700 targeting mid-to-high-end models and the Hawk 900 positioned as a flagship [3]. - GAC Group's GSD intelligent driving assistance system has accumulated 5 million user driving scenarios and over 40 million kilometers of high-level autonomous driving data [3]. Group 2: Industry Trends - BYD and XPeng are recognized as leaders in self-developed intelligent driving systems, with BYD's high-end system named "Tianshen Eye" [4]. - Bosch's China president has expressed skepticism about the self-development model, suggesting that mid-level intelligent driving should become standard and that costs could be better managed through supply chain partnerships [4]. - Huawei is positioned as a top player in the intelligent driving system market, with plans for 10 brands from 7 automakers to adopt its solutions, potentially exceeding 500,000 vehicles [4][5]. - Huawei's collaboration models include component supply, Huawei Inside (HI) partnerships, and deep cooperation with automakers, with the latter being the most integrated approach [5]. Group 3: Strategic Partnerships - SAIC Group has publicly stated its intention to maintain control over core technologies while also choosing to collaborate with Huawei [6]. - The partnerships with Huawei have led to increased sales for collaborating automakers, but questions remain about their ability to independently develop high-quality vehicles [6].

今日，一段特斯拉CEO马斯克接受媒体采访的视频流出。他表示，有许多大型汽车制造商与特斯拉 讨论过辅助驾驶（Autopilot/FSD）系统许可的话题，特斯拉对此持非常开放的态度。 早在两年前，马斯克就曾公开表示，现在，特斯拉正在允许其他公司使用其超级充电网络，也乐意授 权Autopilot/FSD或其他特斯拉技术。 ...

Core Viewpoint - Tesla is willing to license its smart assisted driving systems to other automakers, indicating a collaborative approach to technology sharing in the automotive industry [1] Group 1 - Tesla's CEO Elon Musk announced the company's openness to assist other automotive companies by allowing access to its patents [1] - The company has already opened all its patents and is permitting other firms to connect to its Supercharger network [1] - Tesla is also willing to license its Autopilot/FSD smart assisted driving technology and other related technologies to other companies [1]

Group 1: Core Perspectives - Tesla emphasizes the importance of its vision processing solution, stating that it aims to make safe and intelligent products affordable for everyone [1] - Tesla's upcoming Full Self-Driving (FSD) solution will rely solely on artificial intelligence and a vision-first strategy, abandoning LiDAR technology [1][4] - The global market for automotive LiDAR is projected to grow significantly, with a 68% increase expected in 2024, reaching a market size of $692 million [1] Group 2: Technology and Market Dynamics - The debate between pure vision systems and multi-sensor fusion approaches continues, reflecting a complex interplay of technology, cost logic, and market strategies [2] - Tesla's vision processing system, trained on billions of real-world data samples, aims to achieve safer driving through a neural network architecture [4] - The pure vision approach is characterized by its reliance on cameras, which reduces system integration complexity and hardware costs, but faces challenges in adverse weather conditions [6] Group 3: Industry Comparisons - In China, many automakers are developing intelligent driving technologies tailored to local road conditions, which may outperform Tesla's pure vision approach [7] - The safety redundancy provided by LiDAR is highlighted, especially in complex driving scenarios where visual systems may fail [16] - The divergence in strategies between Tesla and Chinese automakers represents a fundamental debate between algorithm-driven and hardware-driven approaches [18] Group 4: Sensor Technology - The advantages and disadvantages of various sensors, including cameras, ultrasonic, millimeter-wave, and LiDAR, are outlined, emphasizing the need for multi-sensor integration for enhanced safety [11][12][13] - LiDAR's high precision and ability to operate in various lighting conditions make it suitable for complex urban environments [12] - The integration of multiple sensors can enhance the robustness of intelligent driving systems, addressing the limitations of single-sensor approaches [17] Group 5: Future Trends - The cost of LiDAR technology has decreased significantly, making it more accessible for a wider range of vehicles, thus driving the adoption of advanced driver-assistance systems [19] - The industry is moving towards a more interconnected system of intelligent driving, leveraging AI networks and real-time data sharing for improved decision-making [19] - Safety remains a paramount concern in the development of intelligent driving technologies, with a focus on building reliable systems that users can trust [20]

Core Viewpoint - Li Auto has adjusted its annual production target for 2023 to 640,000 vehicles, down from the initial target of 700,000, primarily due to underwhelming sales performance in the first four months of the year [2][3]. Group 1: Sales Performance - In April 2023, Li Auto delivered 33,900 vehicles, a year-on-year increase of 31.61% but a month-on-month decrease of 7.46%, ranking third among new energy vehicle brands [3]. - From January to April 2023, Li Auto's cumulative deliveries reached 126,800 vehicles, also placing it third in the new energy vehicle sector [3]. - The sales of key models have declined significantly, with the Li L9 dropping below 4,000 units in April, and the Li L8 and L7 also experiencing substantial decreases in cumulative sales [3][4]. Group 2: Model Adjustments and Future Plans - Li Auto has increased its sales target for its pure electric series from 50,000 to 120,000 units, while reducing the target for its extended range series [4]. - The upcoming launch of the Li i8, the company's first pure electric SUV, is expected to enhance sales performance due to its competitive pricing and specifications [4]. - The company plans to launch a second pure electric SUV, the Li i6, in the fourth quarter of 2023 [5]. Group 3: Internal Adjustments and Market Strategy - Li Auto is implementing internal changes by restructuring its retail operations into five major regions to enhance sales and customer experience [6]. - The company is actively expanding its overseas market presence, with plans to officially launch international operations in 2025 and has made progress in Central Asia and the Asia-Pacific region [7]. - Li Auto aims to achieve sales growth through product upgrades, expanding its sales network, and enhancing marketing efforts while accelerating its international expansion [7].

Core Viewpoint - The core growth of XPeng Motors is attributed to the continuous improvement in its organizational, product, marketing, technological, and operational capabilities [1] Financial Performance - XPeng Motors reported Q1 revenue of 15.81 billion yuan, a year-on-year increase of 141.5% [1] - Total delivery volume reached 94,000 units, marking a historical quarterly high with a year-on-year growth of 330.8% [1] - R&D expenses for Q1 amounted to 1.98 billion yuan, a 46.7% increase from 1.35 billion yuan in the same period last year, slightly exceeding market expectations of 1.86 billion yuan [1] - The gross margin for Q1 reached a historical high of 15.6%, surpassing the 14.9% of Li Auto during the same period [4] - The automotive gross margin was 10.5%, up 5 percentage points year-on-year, despite a decline in vehicle selling prices [4] - Net loss for Q1 was 660 million yuan, significantly reduced from 1.37 billion yuan in the same period last year and 1.33 billion yuan in Q4 2024 [4] Future Outlook - XPeng Motors plans to invest approximately 6.5 billion yuan in R&D for 2024 and around 8.5 billion yuan for 2025, with a significant portion allocated to AI-related investments [1] - The company aims to improve gross margins through a higher proportion of high-margin models, supply chain optimization, and increased sales potential in Q3 and Q4 [5] - XPeng anticipates launching multiple new models, including the "full-blooded" version of the MONA M03 on May 28 and the new G7 in June, with further models expected in Q3 and Q4 [5][6] Competitive Positioning - The upcoming new models will include those equipped with XPeng's self-developed Turing chip, enhancing autonomous driving capabilities and in-car functions [6] - The company is confident in maintaining a top position across various price segments due to extensive R&D efforts over the past three years [7] - Despite the competitive landscape, XPeng is transitioning from component integration to comprehensive self-research, aiming for a more prominent technological capability in the long term [7]

大家好，我是小卢经理。时隔俩月，再来一篇比亚迪的价格行情。过去两个月对比亚迪而言有两个大事件影响价格： （1）全部车型基本切换至智驾版，并开始优惠走量； （2）厂家置换补贴大幅翻倍拉高。 两者叠加使得现在比亚迪的落地价极其美丽，相当友好。 下面开始正文。 秦L 系列 有着工业奇迹之名的秦L DM-i，目前智驾版（按新规应称之为智能辅助驾驶，下文除特别备注均为智驾版车型）全系终端有1万的现金优惠。1万是什么概 念？ 上图左一领先版指导价9.98万，优惠1万加保险后9.53万；如分期带旧车国补，则落地总价：5.9万左右。 五、单论产品力，互为姊妹车的秦L和海豹06，秦L更胜一筹。原因见文末海豹06部分； 六、秦L的缺点，如用料做工等压着下限 ，但是综合起来这部分也还能接受。 因为前年他就通过我买过车，经常聊闲天，是一个很豁然的人，上述引自他的观点是否有道理？大家可以就他的观点展开评论。 秦PLUS系列 | 4555 | 秦PLUS EV 510KM领先版 (智驾版) | 秦PLUS DM 55KM领先版 (智驾版) | | --- | --- | --- | | 指导价 | 119800 | 79800 | | ...