Group 1 - The core viewpoint of the article emphasizes Xiaomi's commitment to long-term investment in the assisted driving sector, with a total investment of 5.79 billion yuan and a dedicated team of over 1,800 people [1] - Xiaomi has deployed over 400 test vehicles as part of its ongoing efforts in the assisted driving field [1] - The company plans to upgrade its XLA large model in the second half of this year [1] Group 2 - Lei Jun, the chairman of Xiaomi Group, stated that while competitors often claim safety is the greatest luxury, Xiaomi believes that safety is the prerequisite, the foundation, and everything [1]

Group 1 - The core viewpoint of the article is that Xiaomi is making significant advancements in the field of assisted driving technology with the launch of the Xiaomi YU7 series, which features the 10 million Clips version of Xiaomi's end-to-end assisted driving system [1] - Xiaomi plans to continue investing in the assisted driving sector and is expected to upgrade the Xiaomi XLA large model in the second half of this year [1]

Core Viewpoint - The article discusses the monthly OTA (Over-The-Air) monitoring report, highlighting the trends and updates in the automotive industry regarding OTA upgrades, particularly focusing on the performance of various brands and their functionalities [1][4]. Industry Overview: OTA Data Summary - In May 2025, the industry updated a total of 495 features, an increase from 394 in the previous month, indicating a recovery in the pace of OTA upgrades despite ongoing regulatory impacts on "assisted driving" features [4]. - New force brands accounted for 200 updates, up from 129, shifting focus from aggressive smart driving competition to smart cockpit functionalities, emphasizing practical applications like "scenario intelligence" and "voice features" [7]. - Domestic brands updated 289 features, with significant contributions from brands like Lantu, Lynk & Co, and Geely Galaxy, focusing on enhancing user experience through system settings and interaction logic [9]. - Joint and luxury brands only updated 6 features, with Volvo being the only luxury brand to push a minor update, indicating a slower pace in OTA frequency compared to domestic brands [11]. OTA Iteration Speed - The overall speed of OTA iterations is gradually increasing, with various brands adapting to new regulations and enhancing their systems to integrate more intelligent features into daily user scenarios [13]. Upcoming OTA Updates - Several brands have scheduled significant OTA updates for the upcoming quarters, including Huawei ADS 4.0 for multiple models from AITO and Li Auto, and various enhancements for BYD and other brands focusing on intelligent driving capabilities [20]. User Feedback: NIO - User feedback indicates a positive reception towards the optimization of urban NOA (Navigation on Autopilot) capabilities, with enhancements in decision-making and obstacle navigation [22][32]. - Users expressed satisfaction with the new features, such as the congestion speed reduction function and improved low-speed obstacle avoidance capabilities, which enhance the overall driving experience [32][42]. User Feedback: Li Auto - Feedback from Li Auto users highlighted minor improvements in the latest OTA updates, with new features like the "Li Auto Classmate Memo" and "Alipay Car Assistant" being perceived as less impactful compared to other brands' offerings [29][43]. - Users showed interest in the emotional value of the voice assistant but felt that many new features were not essential for their driving experience [43].

Core Viewpoint - The competition between lidar and pure vision systems in the automotive industry is intensifying, with more companies shifting towards pure vision technology for advanced driver assistance systems (ADAS) [2][3][5] Group 1: Technology Comparison - Companies like Xiaomi are equipping their vehicles with lidar, while others like Xpeng are adopting pure vision systems for their ADAS [2] - Xpeng's senior director argues that the long-range detection capability of lidar is a "false proposition" due to its technical limitations, such as energy decay and point cloud density [3] - Lidar's performance is significantly reduced in adverse weather conditions, with effective detection range dropping to under 30 meters during heavy rain, while pure vision systems show better performance in similar conditions [4] Group 2: Cost and Market Dynamics - The primary reason for the shift to pure vision systems is cost-effectiveness, as they are significantly cheaper than lidar systems [5] - Xpeng's MONA M03 MAX is the first model to offer full-featured intelligent driving assistance at a price point below 150,000 yuan (approximately 22 million USD) [5] - The competition in the automotive market is pushing companies to adopt more affordable solutions to equip mid-range vehicles with ADAS capabilities [9] Group 3: Future Trends - The trend is moving towards a combination of pure vision and lidar systems to leverage the strengths of both technologies, especially for high-end models [9][10] - Companies are increasingly focusing on the integration of AI algorithms and self-developed chips to enhance the performance of pure vision systems [6][10] - The ultimate goal for autonomous driving technology is a multi-sensor fusion system that combines cameras and lidar to achieve a comprehensive solution [10]

编者按：在从电动化向智能化跃迁的浪潮中，中国新能源汽车产业正以独特的竞争优势重构全球竞争格 局。中国电动汽车百人会是产业的观察者、推动者，也是跨界融合的"搭桥人"。新华财经与百人会共同 打造"百人会百人谈"栏目，邀请行业权威专家、企业高管、投资人士畅谈中国电动汽车发展的新技术、 新趋势、新动能，为产业发展献计献策。 新华财经北京6月13日电（记者王鹤王钊）博世集团是全球汽车供应链的重量级存在。在中国，博世 2024年销售额达到1427亿元，同比增长2.7%。博世将中国视为全球创新引擎，正从"根植本土、服务本 土"迈向"立足中国，服务全球"。 在中国电动汽车百人会论坛（2025）期间，新华财经与博世中国总裁徐大全进行了深度对话，当AI给 汽车智能化装上加速器，博世看到什么机会？激烈的行业竞争下，供应商如何平衡价格和利润？当跨国 车企纷纷开启在华发展的2.0阶段，博世如何应变？ 新华财经：AI给汽车行业按上了"加速器"，主流车企近期密集发布了智能辅助驾驶战略，博世看到了 什么机会？什么挑战？有什么样的担忧？ 徐大全：2025年是辅助驾驶普及的元年。前几年，各家主机厂和创新公司都在开发辅助驾驶技术，从高 速辅助驾驶 ...

Core Viewpoint - The CEO of Xiaopeng Motors, He Xiaopeng, emphasized the importance of the new driving assistance chip "Turing" during the launch of the G7 SUV, indicating that the industry is still exploring the path of large models in autonomous driving technology [1] Group 1: Company Insights - Xiaopeng Motors introduced its latest SUV model, the G7, on June 10, highlighting the significance of the "Turing" chip for driving assistance [1] - The majority of the launch event was dedicated to discussing the capabilities and features of the "Turing" chip, showcasing the company's focus on advanced technology [1] Group 2: Industry Trends - The VLA solution is emerging as a preferred choice among leading players in China's driving assistance sector, with competitors like Li Auto also developing this solution [1] - There is a divergence in approaches between domestic companies and Tesla, with Tesla continuing to focus on an "end-to-end" solution rather than engaging with multi-modal large models [1]

Core Insights - Xiaopeng Motors has introduced the G7 SUV, which features the self-developed Turing AI chip, boasting an effective computing power of over 2200 Tops, significantly surpassing competitors' offerings [1][2] - The G7 is positioned as the first AI vehicle with L3-level computing power, with a starting price of 235,800 yuan [1][2] - The Turing chip aims to secure a five-year safety period for computing power, essential for future advancements in autonomous driving [1][2] Summary by Sections Product Launch and Features - The G7 SUV was unveiled on June 10, featuring three Turing AI chips, which collectively provide computing power equivalent to nine Orin-X chips [1] - The G7 is designed to meet the increasing demands for higher computing power in autonomous driving, with a pre-sale price starting at 235,800 yuan [1][2] Technology and Innovation - The Turing AI chip's effective computing power is claimed to be 3-28 times that of other industry chips, with current mainstream solutions offering around 508 Tops [1][2] - Xiaopeng's strategy includes local deployment of VLA-OL and VLM models, enhancing the vehicle's capabilities in both driving assistance and smart cockpit features [3][4] Market Position and Competition - The G7 is expected to fill the price gap between the G6 and G9 models, targeting the 200,000-250,000 yuan electric SUV market, where it will face competition from models like Xiaomi's YU7 and Li Auto's i6 [6] - The industry is witnessing a shift towards high-computing power solutions, with competitors like Tesla also advancing their hardware capabilities [5][6] Future Outlook - Xiaopeng aims to enhance the Turing chip's performance through ongoing optimizations, with expectations of significant feature updates via OTA in the coming months [8][9] - The company acknowledges the challenges of keeping pace with rapid technological changes in the autonomous driving sector, emphasizing the need for continuous innovation [6][14]

Core Viewpoint - The upcoming implementation of the new national standard for Automatic Emergency Braking (AEB) will transition from a recommended to a mandatory requirement, significantly enhancing the safety features in both passenger and commercial vehicles in China [2][3][5]. Industry Impact - The upgrade of AEB from a recommended to a mandatory standard reflects the industry's progress and a response to consumer safety demands, marking a shift from passive compliance to proactive safety measures [3][4]. - The new standard is expected to drive the market size for AEB-related products from 38 billion yuan in 2024 to 120 billion yuan by 2026, with a compound annual growth rate of 9.36% [3]. - The inclusion of commercial vehicles under the new standard aims to address the high accident rates associated with these vehicles, as AEB's market penetration in commercial vehicles is currently below 5% [4][5]. Technological Advancements - The new standard introduces innovative testing scenarios, including collision warnings and emergency braking for vulnerable road users such as pedestrians and cyclists, which are tailored to China's unique traffic conditions [6][10]. - AEB is positioned as a foundational safety feature in advanced driver-assistance systems (ADAS), facilitating the development of higher-level autonomous driving technologies [7][10]. - The standard emphasizes the need for high reliability and low false trigger rates in AEB systems, pushing manufacturers to enhance their technology and testing methodologies [5][8]. Market Dynamics - The implementation of the new standard is expected to reshape the supply chain dynamics within the automotive industry, as companies will need to reassess their AEB system designs and sensor configurations to meet the new requirements [9][11]. - Companies are likely to adopt multi-sensor fusion strategies to ensure compliance and improve performance, balancing cost and functionality in their AEB systems [9][10]. - The new standard is anticipated to create opportunities for local suppliers to innovate and meet the specific needs of the Chinese market, enhancing their competitive edge [12].

Industry Information - The Ministry of Industry and Information Technology (MIIT) will intensify efforts to regulate "involution" competition in the automotive industry, emphasizing the need for fair market practices and discouraging price wars that harm product quality and consumer rights [9] - As of May 31, 2025, the number of applications for the vehicle trade-in subsidy reached 4.12 million, contributing to a total sales volume of 1.1 trillion yuan across five categories of consumer goods [10] - The 2025 (Third) Future Automotive Pioneer Conference was held, focusing on innovation and the need for automotive companies to prioritize R&D investment and product differentiation to escape the current competitive predicament [11] - A strategic partnership was formed between Pony.ai and Shenzhen Xihu Group to develop an autonomous driving service fleet in Shenzhen, aiming to enhance the safety of vehicle operations [11] - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Auto Show is expected to achieve sales of 4 billion yuan, with a significant increase in visitor numbers compared to the previous year [12] Policy Information - The Indian government announced a new electric vehicle policy allowing companies to import electric vehicles at a 15% reduced tariff, provided they invest in local manufacturing [9] - The Ministry of Industry and Information Technology and other departments launched the 2025 New Energy Vehicle Rural Promotion Campaign, aiming to enhance the market presence of electric vehicles in rural areas [15] - The Sichuan Province issued a long-term development plan for the hydrogen energy industry, targeting significant advancements in technology and infrastructure by 2027 [29] - The Anhui Province implemented a new time-of-use electricity pricing policy for industrial and commercial users, effective July 1, 2025 [25] Company Information - Huawei's autonomous driving system recorded a total mileage of 3.173 billion kilometers by the end of May 2025, indicating significant user engagement with the technology [17] - Ideal Auto has established over 2,400 supercharging stations, leading the industry in self-built high-speed charging stations [42] - NIO added 50 battery swap stations in May 2025, expanding its network to cover major urban areas [44] - Tesla has entered the "New Energy Vehicle Rural Promotion" initiative for the first time, indicating a strategic shift to target lower-tier cities and rural markets in China [47] - BYD's new model, the Seal 06EV, was launched at the 2025 Chongqing Auto Show, priced at 109,800 yuan [8]

Core Viewpoint - The article discusses the evolution of steering wheel monitoring technology in Li Auto vehicles, highlighting the transition from capacitive sensing to a combination of torque sensing and camera-based monitoring due to advancements in visual detection capabilities [1][10]. Group 1: Historical Context - In 2019, during the development of the first model, Li ONE, the company opted for capacitive sensing for steering wheel monitoring, as it was a regulatory requirement rather than a feature [2][11]. - Initially, two technical routes were considered: Tesla's torque method and a capacitive method that required significant hand contact [3][4]. Group 2: Technical Challenges - The capacitive method posed challenges due to manufacturing tolerances and environmental factors, necessitating a "grip" on the steering wheel for reliable detection [7][9]. - The initial experience with Tesla's torque method was deemed unsatisfactory, leading Li Auto to stick with the capacitive approach despite its drawbacks [5][6]. Group 3: Evolution and Improvements - By 2022, with the introduction of the Li L9, the company reconsidered the steering wheel monitoring system, contemplating a shift back to the torque method combined with camera technology [6][10]. - The visual detection capabilities were initially inadequate, leading to a return to the capacitive method, but advancements in technology have since improved the reliability of visual detection [10]. Group 4: Current Implementation - In 2024, the decision was made to revert to the torque and camera combination for steering wheel monitoring, which has shown to enhance user experience significantly [10]. - The steering wheel monitoring system is primarily a regulatory requirement to ensure driver attentiveness rather than a user feature [11]. Group 5: User Experience - Users are encouraged to test drive the updated Li L9 with the new monitoring settings to appreciate the improvements firsthand [12]. - The company emphasizes the importance of maintaining user value and experience without succumbing to competitive pressures [13].