金十数据7月8日讯，天眼查App显示，7月8日，华为技术有限公司申请的"辅助驾驶方法和装置"专利公 布。摘要显示，本申请辅助驾驶方法，包括：获取多模态感知信息，所述多模态感知信息由设置于车辆 上的多种传感器采集得到；获取多组显示信息，所述显示信息包括待显示的目标区域和栅格粒度等内 容。本申请既可以提升驾驶员对大范围内的障碍物的全景感知能力，又可以提升驾驶员对近距离范围内 的障碍物的精细化感知能力。 订阅新能源汽车动态 +订阅 华为公布辅助驾驶专利 可提升驾驶员对环境的感知能力 ...

天眼查显示，7月8日，华为技术有限公司申请的"辅助驾驶方法和装置"专利公布。摘要显示，本申请辅 助驾驶方法，包括：获取多模态感知信息，所述多模态感知信息由设置于车辆上的多种传感器采集得 到；获取多组显示信息，所述显示信息包括待显示的目标区域和栅格粒度；根据所述多模态感知信息和 所述多组显示信息进行感知预测，以得到多个占据栅格信息，所述占据栅格信息用于描述所述车辆周围 的障碍物的分布情况；根据所述多个占据栅格信息在人机交互界面上显示多个占据栅格画面。本申请既 可以提升驾驶员对大范围内的障碍物的全景感知能力，又可以提升驾驶员对近距离范围内的障碍物的精 细化感知能力，二者结合可以提升驾驶员的对周围环境的感知能力，避免剐蹭。(智通财经) ...

Group 1 - Tencent Technology (Shenzhen) Co., Ltd. has applied for a patent titled "Method, Device, Electronic Equipment, and Storage Medium for Determining Activity Indicators," with publication number CN120263684A and application date of January 2024 [1] - The patent application involves a method for determining activity indicators that can be applied in various scenarios such as cloud technology, artificial intelligence, smart transportation, and assisted driving [1] - The method includes determining multiple atomic activity information reported by terminals for a target application, identifying atomic activity information belonging to the same session, and restoring sessions based on active time periods to derive at least one session for the target application [1] Group 2 - Tencent Technology (Shenzhen) Co., Ltd. was established in 2000 and is primarily engaged in software and information technology services, with a registered capital of 2 million USD [2] - The company has made investments in 15 enterprises, participated in 260 bidding projects, and holds 5000 trademark and patent information records, along with 472 administrative licenses [2]

Core Viewpoint - Xiaopeng Motors has launched the new G7 model, which is priced higher than expected, positioning it as a family-oriented mid-size SUV with advanced technology and aesthetics [3]. Product Launch and Features - The G7 is available in three versions: - 602km Max version with dual Orin-X chips priced at 195,800 CNY - 702km Max version with dual Orin-X chips priced at 205,800 CNY - Ultra version with three Turing AI chips priced at 225,800 CNY - The G7 is the world's first electric vehicle with L3 computing power, featuring a 5C supercharging battery and an 800V SiC platform [3]. Hardware and Software Upgrades - The G7 Ultra features three Turing AI chips, providing an effective computing power of 2250 TOPS, with two chips dedicated to the VLA model and one for the VLM model [4]. - The G7 introduces the first local VLA+VLM large model in the industry, enhancing autonomous driving capabilities with a new "sports brain" for improved learning [4]. - Key functionalities include human-machine co-driving, autonomous ETC recognition, and innovative line-parking features [4]. Intelligent Chassis and Cabin - The G7's chassis is equipped with advanced AI capabilities, including intelligent variable damping, AI recognition of speed bumps, and a 6D anti-motion sickness feature [5]. - The cabin utilizes Turing AI chips and Qualcomm 8295P, providing a computing power of 800 TOPS [5]. Financial Projections - The company maintains revenue expectations for 2025-2027 at 94.7 billion CNY, 167.6 billion CNY, and 249.1 billion CNY, representing year-on-year growth of 132%, 77%, and 49% respectively [7]. - Net profit forecasts for the same period are 350 million CNY, 7.6 billion CNY, and 12 billion CNY, with year-on-year growth of 106%, 2070%, and 58% respectively [7]. - Earnings per share (EPS) are projected at 0.18 CNY, 3.97 CNY, and 6.27 CNY for 2025, 2026, and 2027, with corresponding price-to-earnings (PE) ratios of 368, 17, and 11 [7].

Core Viewpoint - Xiaopeng Motors has launched its new SUV model, the Xiaopeng G7, with three versions priced between 195,800 to 225,800 yuan, emphasizing advanced AI capabilities and spacious design [1][4]. Product Features - The G7 comes in three versions: 602 Long Range Max, 702 Ultra Long Range Max, and 702 Ultra Long Range Ultra, priced at 195,800, 205,800, and 225,800 yuan respectively [1]. - The Ultra version features three self-developed Turing chips, providing 2250 TOPS of effective computing power and is described as the first AI car with L3-level computing capabilities [1]. - The G7's Turing AI driving system includes features like ETC passage, custom parking, and human-machine co-driving, with expanded coverage from urban roads to highways [1][2]. Technology and Performance - The Max version is equipped with dual OrinX chips from NVIDIA, offering over 500 TOPS of computing power, but lacks the upgrade path to the VLA model [2]. - The G7 integrates high-end electric vehicle technology, including an 800V high-voltage SiC platform and a 5C supercharging AI battery, achieving a range of 702 km and a consumption rate of 12.9 kWh/100 km [3]. - The vehicle features a spacious interior with a total space of 4.47 m³ and a trunk capacity of 819 L, expandable to 2277 L [2]. Safety and Comfort - The G7 includes 14 active safety features, with the AEB system capable of stopping from 130 km/h in real-world scenarios [3]. - The vehicle is designed for family comfort, featuring four seats with ventilation, heating, massage, and electric adjustments [2]. Market Positioning - The G7 is positioned within a complete family SUV matrix, targeting the 200,000 to 300,000 yuan pure electric SUV market, appealing to middle-class and tech-savvy consumers [3]. - The pricing of the G7 may exert pressure on the G6 model, which is priced between 176,800 and 198,800 yuan [4]. - To compete effectively against models like Xiaomi's Yu and Tesla's Model Y, the G7 must offer strong product value [5].

Core Viewpoint - The report on the depreciation rates of Chinese automobiles aims to reflect the comprehensive strength of brands, including product power, recognition, and reputation, providing important data for future business operations such as repurchase, replacement, leasing, financing, and new car pricing [1][3]. Policy Direction - The penetration rate of L2 and above advanced driver-assistance systems in new energy passenger vehicles reached 55.3% in 2023 and is expected to rise to 57.3% in 2024, with a significant increase to 77.8% in the first four months of 2025. The new national standards will enhance safety levels for these systems [5]. Hot Events - Local governments are actively promoting automobile production and sales through action plans that include subsidies and a supportive policy environment. Adjustments in license plate policies in cities like Guangzhou are expected to stimulate automobile consumption [7]. Online Vehicle Supply Changes - There has been a slight decline in vehicle supply, with differing opinions among dealers regarding new car discounts affecting the second-hand car replacement transactions. Over-reliance on subsidies may overlook dealers' subjective willingness and capabilities [10]. Depreciation Rates by Level - Depreciation rates across all vehicle levels have decreased, with high-end models experiencing the most significant declines. The luxury mid-to-large segment has seen the largest drop, indicating ongoing price competition in the new car market [13]. Changes in the New Energy Vehicle Market - The range of new energy vehicles being promoted in rural areas has expanded to include mid-to-high-end models, with 124 models available. This initiative aims to provide consumers with greener and smarter experiences, supported by old car scrapping subsidies [16]. Depreciation Rates of Different Types of New Energy Vehicles - The recent price cuts led by BYD have impacted the second-hand market, with other brands following suit without considering the depreciation rates of used cars. The brand value of new energy vehicles is volatile, with frequent negative news and limited positive developments, leading to challenges in curbing depreciation [18].

Core Viewpoint - The article discusses the current sales situation of Tesla's Model Y, highlighting its popularity and customer demographics, while also comparing it with the newly launched Xiaomi YU7 as a potential competitor [1][6]. Sales Performance - The customer traffic for Model Y and Model 3 is approximately 80% to 20%, with no significant changes in foot traffic recently [2]. - The most popular variant of Model Y is the white rear-wheel drive version, accounting for about half of new orders, with a delivery time of 2-4 weeks [3][4]. Financing and Pricing - A financing example for a five-year term shows a vehicle price of ¥263,500, with a down payment of ¥79,900 and a monthly payment of ¥3,060 [3][4]. - Current promotional offers include a five-year interest-free financing option and an ¥8,000 paint upgrade incentive, which may continue in the future [4]. Customer Demographics - The Model Y appeals to a wide range of customers, from young graduates to retirees, indicating a diverse target audience [7]. - Compared to Xiaomi YU7, older customers tend to prefer Model Y, while younger customers are attracted to YU7's aesthetic options [7]. Competitive Landscape - The impact of Xiaomi YU7 on Model Y's sales is still uncertain, as customer preferences remain stable, and many are waiting for potential price adjustments from Tesla [9]. - A specific customer case illustrates the indecision some buyers face between the two models, highlighting the importance of financing options in their decision-making process [9]. Advantages and Disadvantages - Tesla's advantages include superior battery technology, safety features, and advanced driver assistance capabilities, which are well-recognized by customers [11]. - In contrast, YU7 offers richer configurations and faster charging capabilities due to its 800V platform, which could be a drawback for Tesla if not addressed [13]. Industry Perspective - The comparison of new models to Tesla indicates the brand's strong market position and recognition, suggesting that being compared to Tesla is a form of endorsement for its capabilities [15].

Core Insights - The article highlights the advancements in autonomous driving technology, specifically focusing on the capabilities of Xiaoma Zhixing's seventh-generation autonomous driving system [2][4][5]. Company Overview - Xiaoma Zhixing has developed a seventh-generation autonomous driving system that includes 34 sensors across six categories, such as 9 LiDARs, 14 cameras, and 4 millimeter-wave radars, enabling comprehensive environmental detection within a 650-meter range [4]. - The system is equipped with a state-of-the-art domain controller based on automotive-grade chips, achieving three times the computational efficiency through software algorithm optimization [5]. Industry Context - The article contrasts autonomous driving (Level 4) with driver assistance systems (Level 2), emphasizing that the former requires higher safety, stability, and reliability standards, while the latter still relies on human drivers for oversight [6]. - Guangzhou's Nansha District is recognized as the first area in Guangdong Province to fully open roads for intelligent connected vehicle testing, having opened 1,340 test roads and accumulated 2,601 kilometers of one-way mileage since 2018, leading the nation in testing road mileage [6].

Group 1 - The core viewpoint emphasizes capturing high-growth alpha from mid-year reports and focusing on the auxiliary driving and financial IT sectors [2][3] - The market is beginning to pay attention to key companies' performance in the first half of the year as the mid-year report forecast window approaches [2] - The auxiliary driving sector is experiencing marginal changes, highlighted by significant developments from Tesla and Xiaomi in their autonomous driving initiatives [2] Group 2 - Continuous focus on investment opportunities in financial IT is recommended, particularly in light of recent regulatory changes and innovations in the sector [4] - The upgrade of existing securities trading licenses to include virtual asset trading services by Guotai Junan International and the Hong Kong government's new digital asset development policy are notable developments [4] - Expectations of financial innovation and liquidity easing are likely to drive the financial IT sector's upward trend [4]

Core Insights - The automotive industry in China is entering the second half of intelligent transformation, with advanced driver-assistance systems (ADAS) becoming a key battleground [1] - The previous approach of maximizing features with minimal hardware has revealed limitations, leading to performance bottlenecks and user trust erosion [2][3] - A shift is needed from a focus on cost-effectiveness to prioritizing safety and system performance as the foundation for user experience [4][5] Group 1: Safety and Performance - Safety is now a prerequisite for ADAS, not just an added benefit, marking a new phase in the industry [4][5] - The introduction of national standards for ADAS safety requirements indicates a regulatory shift towards compliance rather than innovation [7][8] - High-performance computing and redundancy in models and decision-making are becoming industry consensus for ensuring safety and reliability [9][10][12] Group 2: System Integration and Cost - Achieving scalable deployment of ADAS requires a balance of safety, performance, and cost [15][16] - The industry is moving towards a "triangle" framework that integrates safety systems, high-performance support, and cost efficiency [16][17][18] - The need for high bandwidth and efficient data transmission is critical, as merely increasing computing power is insufficient to overcome system bottlenecks [23][24] Group 3: Advanced Models and Real-World Application - The integration of large models is essential for enhancing the system's ability to understand complex driving scenarios [24][25][28] - The evolution of ADAS is transitioning from a focus on functionality to a focus on safety, where the ability to handle extreme scenarios is paramount [29][30] - The ultimate goal is to create a trustworthy and continuously evolving ADAS platform that prioritizes user safety and experience [28][33]