2025世界智能网联汽车大会新闻发布会9月23日举行，记者从会上获悉，2024年，北京实现汽车产量 114.5万辆，同比增长13%。今年上半年，北京具备智能辅助驾驶功能(L2级)的乘用车新车渗透率达到 68.3%，超全国平均水平(62.1%)。 上半年，北京具备智能辅助驾驶功能乘用车新车渗透率达到68.3% 加快完善智能网联汽车产业生态。协同天津、河北，建设京津冀智能网联新能源汽车科技生态港，推进 产业链强链补链、科技创新和产业创新融合，合力打造智能时代先进的产业生态。 积极落实国家试点任务。支持企业加快推进试点车型公告准入，做好试点车辆安全运行保障。协同天 津、河北方面，加强"车路云一体化"基础设施建设，创新跨域场景，促进智能网联汽车推广应用。 据北京市经济和信息化局副局长苏国斌介绍，北京汽车产业整体规模稳步提升，电动化、智能化、网联 化加速转型。2024年，北京实现汽车产量114.5万辆，同比增长13%。今年上半年，北京具备智能辅助 驾驶功能(L2级)的乘用车新车渗透率达到68.3%，超全国平均水平(62.1%)。"双智"城市建设实现全市600 平方公里"车路云一体化"基础设施连片覆盖，累计发放测试牌照超 ...

Summary of the Conference Call on "Vehicle-Road-Cloud Integration" Industry Overview - The conference discusses the "Vehicle-Road-Cloud Integration" system, which consists of vehicles, roadside facilities, cloud control platforms, supporting platforms, and communication networks. This system aims to overcome the limitations of single-vehicle intelligence in perception, computation, and path planning, thereby optimizing driving decisions and traffic efficiency [1][3][4]. Key Insights and Arguments - **Market Potential**: The "Vehicle-Road-Cloud Integration" industry is projected to generate approximately 729.5 billion RMB in value by 2025, increasing to about 2.5825 trillion RMB by 2030, according to the China Society of Automotive Engineers [1][4]. - **Traffic Safety Improvement**: The integration can significantly reduce accident rates by providing real-time obstacle maps and enabling vehicle-to-vehicle communication for collaborative decision-making [1][7]. - **Technological Advancements**: The system enhances the perception, computation, and path planning capabilities of vehicles, addressing inherent limitations of single-vehicle systems [4][5]. - **Economic, Social, and Environmental Impact**: - Economic: Opens up a trillion-level market, fostering innovation and efficiency [5]. - Social: Enhances traffic safety, with estimates suggesting that widespread adoption could prevent 80% of non-disabling loss-of-control traffic accidents [5]. - Environmental: Alleviates traffic congestion and promotes energy conservation, with predictions of reducing travel time by 27% on signal-controlled roads and 42% on non-signal roads, leading to a 22% reduction in fuel consumption and 11% in emissions [6]. Additional Important Points - **Investment Requirements**: Achieving nationwide coverage of major highway intersections and key expressways by 2030 will require over 400 billion RMB in investment, necessitating exploration of sustainable investment methods [2][17]. - **Current Development Stage**: China has made significant progress in smart connected vehicles and infrastructure since 2018, transitioning from closed-area testing to full-scale testing and city-wide pilot projects, with over 600 new "Vehicle-Road-Cloud Integration" projects expected by mid-2025 [10][19]. - **Global Comparison**: The U.S. leads in single-vehicle intelligence technology but is still in the testing phase for "Vehicle-Road-Cloud" collaboration. Europe is more conservative, while South Korea is actively developing computer-assisted driving applications [11]. - **Industry Structure**: The "Vehicle-Road-Cloud Integration" industry comprises five main components: vehicles, roads, cloud, image processing, and network connectivity, forming a vast economic ecosystem [12][13]. - **Growth Areas**: The road testing equipment and scenario application sectors are expected to see significant growth, with compound annual growth rates (CAGR) of 79.7% and 70%, respectively [14][15]. - **Key Players**: Various types of companies are involved in the integration, including vehicle system providers, cloud service extensions, and communication network firms, each with distinct characteristics [16]. This summary encapsulates the essential points discussed in the conference call regarding the "Vehicle-Road-Cloud Integration" industry, highlighting its potential, challenges, and the current state of development.

Core Insights - The 32nd China Society of Automotive Engineers Annual Conference and Exhibition (SAECCE2025) will take place from October 21-24, 2025, in Chongqing, featuring over 130 activities and expecting participation from 10,000 automotive professionals from over 30 countries [1][5]. Group 1: Major Transformations in the Automotive Industry - The automotive industry in China is undergoing five systemic transformations centered around low-carbon, electrification, and intelligence [5]. - The technology system has shifted from being vehicle engineering-centric to integrating low-carbon, electrification, and intelligence [9]. - The innovation system has transitioned from a linear chain to a networked structure empowered by AI, enhancing research efficiency [9]. - The product system has moved from traditional fuel vehicles to intelligent connected new energy vehicles, with sales of new energy vehicles projected to reach 12.87 million units in 2024, a 35.5% increase year-on-year [10]. - The industry system has transformed from being dominated by joint ventures to a focus on independent brands, with the market share of Chinese brand passenger cars rising from 38.4% in 2020 to 68.8% in 2025 [10]. - The market system has evolved from domestic growth to a global market focus, with total vehicle exports reaching 4.292 million units in the first eight months of 2025, a 13.7% increase, and new energy vehicle exports growing by 87.3% [11]. Group 2: Highlights of SAECCE2025 - The conference will feature over 130 sessions focusing on energy-saving, new energy vehicles, intelligent connected vehicles, and more [14]. - The event will present the "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" and other significant industry reports [15]. - Participation will include leaders from government, industry, academia, and research institutions, with a diverse range of attendees expected [16]. - The conference will adopt a multi-dimensional structure, including a main forum and specialized sessions, to cover key industry areas [17]. - AI will be a central theme, with dedicated sessions exploring its applications across various automotive domains [18]. - The exhibition will feature 200 exhibitors, showcasing advancements in the automotive industry, including major players like BYD and Bosch [19]. - The event aims to foster a comprehensive ecosystem involving government, industry, academia, and finance to enhance innovation and collaboration [23]. - An international committee will facilitate global exchanges, with participation from industry leaders and scholars from over 15 countries [24]. Group 3: Technological Roadmap and Future Directions - The "Energy-saving and New Energy Vehicle Technology Roadmap 3.0" aims to guide the automotive industry's transformation and high-quality development towards 2040 [30][32]. - The roadmap emphasizes a collaborative approach, involving over 2,000 experts from various fields to address key technological challenges [33]. - The roadmap's focus includes sustainable growth in new energy vehicle penetration and advancements in intelligent connected vehicles [33].

Policy and Market Trends - The Ministry of Industry and Information Technology and eight other departments issued a plan aiming for approximately 32.3 million vehicle sales in 2025, a year-on-year growth of about 3%[7] - The plan emphasizes the core position of intelligent development and promotes the industrial application of intelligent network technology, including the approval of L3 level vehicles for conditional autonomous driving[13] Industry Analysis - The market for automotive-grade SoC (System on Chip) in China is projected to reach 38.1 billion yuan in 2024, representing a year-on-year growth of 42.7%[26] - SoC chips have become the mainstream intelligent driving chips due to their enhanced computing power and data transmission efficiency, addressing the challenges faced by traditional MCU chips[21] Stock Performance - The median price change for technology growth stocks on the Beijing Stock Exchange was -1.84% from September 15 to September 19, 2025, with 43 companies (28%) experiencing an increase[45] - Notable gainers included Kaiter Co. (+33.76%), Anhui Phoenix (+19.99%), and Tianhong Lithium (+19.11%) during the same period[45] Valuation Metrics - The median TTM (Trailing Twelve Months) P/E ratio for the automotive industry increased by 2.96% to 38.2X, while the electronic equipment industry saw a decrease from 63.1X to 60.7X[45] - The median market capitalization for the automotive industry rose from 22.1 billion yuan to 22.6 billion yuan[45] Company Developments - Kaiter Co. specializes in automotive sensors and has a market capitalization of 7.728 billion yuan with a TTM P/E ratio of 47.65[44] - Aweit intends to establish a wholly-owned subsidiary in Anhui Province with a registered capital of 30 million yuan[39]

9月19日，20多位福州市党代表、福州市人大代表、福州市政协委员受邀走进福州新区（长乐区），通过实地走访调研，见证新区获批十 年来，在数字经济、智能制造、新材料等领域的跨越式发展，研讨这座"沿江向海"新城未来的高质量发展路径。 在福州新区规划展示馆，看着沙盘上从蓝图变为现实的产业园区、四通八达的交通网络、生态宜居的美丽新城，代表委员们真切感受到新 区"十年蝶变"的速度。福州市政协委员、福建康佰惠医疗科技有限公司董事长王庆趋表示，"十年来，新区建设成果突出，从'小学—中学—高 校'全覆盖的优质教育体系，到国家区域医疗中心等优质医疗资源配套的提质增速，到机场、地铁、高速组成的高效交通网络和滨海优势，让 新区成为绿色、宜业、宜居的新城，吸引着越来越多的产业和人才不断聚集。" 代表委员们参观福州新区规划展示馆。新华网发（景海 摄） 代表委员们了解到，福州新区（长乐区）目前已建成了福建省规模最大的算力集群，共有六大数据中心规划机柜7.3万个，1.5万个已建成 投用，人工智能算力达2585P，超算算力6000万亿次/秒，为数字经济筑牢重要的数字根基，为高科技产业发展注入"数字动能"。 在福州新区智能汽车产业科创基地，现场 ...

Group 1 - The 2025 World Manufacturing Conference will open on September 20 in Hefei, Anhui, focusing on "Strengthening Innovation Leadership and Building a Strong Province for Intelligent Vehicles" [1] - The intelligent connected new energy vehicle exhibition will feature 31 key enterprises showcasing the entire industry chain and demonstrating the hard power of Anhui's automotive manufacturing in the transition to new energy and intelligence [3] - Major automotive companies such as Chery, JAC, NIO, and BYD will present their latest models, highlighting the new momentum of "Anhui manufacturing" [3] Group 2 - Various power systems will be showcased, including Chery's DHT hybrid transmission, JAC's DHE-145 hybrid engine, and multiple other powertrain technologies covering fuel, hybrid, alcohol-hydrogen, and gas [5] - The exhibition will also feature seven companies in the power battery sector, demonstrating the diversity and innovation in battery technology [5] - The event will present a "vehicle-road-cloud integration" application ecosystem aimed at promoting advanced autonomous driving and enhancing urban traffic management efficiency [5] Group 3 - Since the 14th Five-Year Plan, Anhui's annual automobile production has doubled, and new energy vehicle production has increased fifteenfold, with the province leading the nation in automobile production, new energy vehicle production, and exports [5] - Currently, approximately 10% of the country's automobiles and 11% of new energy vehicles are produced in Anhui [5]

Core Insights - The global smart automotive industry is experiencing intensified competition and collaboration, with countries racing in technology development and evolving market access rules [1][3] - The "2025 Smart Automotive New Ecology Forum" held in Wuhan aimed to discuss the construction of a new ecosystem for smart vehicles, highlighting the need for deep exploration of key issues such as technological bottlenecks in autonomous driving and data security regulations [1][3] Industry Trends - The integration of AI and advanced technologies is transforming vehicles into intelligent mobile spaces, shifting competition from functionality to user experience [3][4] - The automotive ecosystem in Wuhan is robust, with a significant presence of over 10 vehicle manufacturers and 1,200 parts suppliers, and a projected production capacity of 1.47 million new energy vehicles by 2024 [3][4] Technological Challenges - The industry faces critical challenges, including high-end chip shortages and the need for AI model and software ecosystem development, which compel domestic companies to innovate independently [3][5] - Current autonomous driving technology is likened to a "10-year-old child," indicating that while there are advancements, comprehensive leadership requires multi-faceted approaches in technology, concepts, and business models [5][6] AI Integration - AI tools are significantly enhancing efficiency in automotive design processes, reducing traditional timelines from weeks to days or even minutes [4][6] - Embracing AI as an auxiliary tool is seen as essential for the industry's evolution, despite potential job reductions in some areas [6] Collaborative Approaches - The integration of vehicle-road collaboration and single-vehicle intelligence is emphasized as a complementary strategy rather than opposing paths, crucial for the successful deployment of advanced autonomous driving [6] - Continuous breakthroughs in key technologies and collaboration among academia, industry, and research are necessary to ensure steady progress in automotive intelligence [6]

Core Viewpoint - Huawei's new model, the Xiangjie S9T, has achieved the world's first S-level certification for vehicle communication performance, marking a significant advancement in the smart connected vehicle sector and showcasing China's rising influence in global automotive testing standards [1][4]. Group 1: Certification and Performance - The Xiangjie S9T's communication performance was tested in a national-level, large-area automotive compression field, demonstrating signal strength and communication range over 2.8 times the industry average, with network recovery speed exceeding 10 times [2][6]. - The S-level certification represents a new authoritative evaluation system for smart vehicle communication capabilities, transitioning from auxiliary functions to core necessities, impacting vehicle connectivity, autonomous driving, and V2X functionalities [2][3]. Group 2: Technological Breakthroughs - Traditional vehicle communication performance testing faced challenges due to physical space limitations and the inability to cover comprehensive wireless data verification, which has been addressed by aerospace technology breakthroughs [3][6]. - Light Technology's advanced testing capabilities, originally developed for aerospace applications, have been successfully adapted for automotive testing, providing a comprehensive solution to the challenges of traditional testing methods [3][6]. Group 3: Industry Implications - The establishment of the "Automotive Compression Field Joint Innovation Laboratory" signifies a pivotal shift in China's automotive testing landscape, enabling standardized testing that enhances the integration of communication technology with smart driving and vehicle networking services [6][7]. - The S-level certification of the Xiangjie S9T is a critical step for China's smart automotive testing solutions, positioning the country as a leader in global automotive communication testing standards [6][7].

证券日报网讯 四维图新（002405）9月17日在互动平台回答投资者提问时表示，高精度地图在智能驾驶 里依然扮演非常重要的安全件角色。它能够有效解决复杂路况的导航难题，突破车辆视觉系统的距离与 天气条件限制，作为关键的安全冗余，具有不可忽视的价值。在"车路云一体化"国家战略中，公司搭建 的高精度地图基础平台可以为车路云项目提供众源更新和快速审图系统，正在有序开展试点城市部署。 ...

此次认证的核心支撑，正是依托光启技术的航空航天级紧缩场检验检测技术，通过专业的航空航天级测 试场地，以及高精度多维度转台，全方位模拟通信场；超过1万个角度的信号验证，全面评估了华为 S9T在复杂场景下的精准测试，最终为享界S9T提供了覆盖全面的通信性能评估，成为其斩获S级认证的 关键。 在"车路云一体化"的新浪潮中，光启技术以超材料技术为引擎，不仅为自己锻造出强劲的第二增长曲 线，更推动中国智能汽车产业在全球标准争夺战中率先突围。从服务尖端装备的"护航者"到定义智能汽 车检测规则的"车规考官"，从技术跟随者到标准引领者，这场由超材料驱动的"产业赋能"，正为中国智 能汽车的未来注入强劲动能，加速驶向全球创新高地。 本报讯(记者李雯珊)9月16日，华为年度重磅车型享界S9T正式亮相，以"全球首个整车通信性能S级认 证"引发行业震动——其通信性能通过光启技术（002625）股份有限公司(以下简称"光启技术")与中国汽 车技术研究中心有限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结 果。这一认证标志着智能网联汽车通信性能测试迈入"紧缩场标准"新纪元，折射出中国超材料技术从尖 端装备向 ...