Core Viewpoint - The transformation of Ordos City, particularly the Kangbashi District, from a desert to a green city has made it a notable tourist destination, showcasing successful environmental and urban development efforts [1][3][6]. Group 1: Urban Transformation - Kangbashi District was once a barren land, described as "wind blowing, sand everywhere," but has now evolved into a "garden city" and a national 4A-level tourist attraction [3][6]. - The district has achieved a green coverage rate of 42.65% over its total area of 372.55 square kilometers, highlighting significant advancements in urban greening [6]. Group 2: Tourism and Lifestyle - The district is praised by both locals and foreigners for its beautiful environment and comfortable summer air, attracting tourists and creating a positive image [6][7]. - Local resident David from Jamaica emphasizes the city's transformation as a "typical case" of desert to oasis, sharing its beauty with friends and family back home [6][7]. Group 3: Sustainable Development Initiatives - Kangbashi District is implementing low-carbon transportation solutions, including the introduction of autonomous buses, delivery vehicles, and vending machines, enhancing urban mobility [8]. - As of 2023, the district has deployed 9 autonomous buses serving 45,000 passengers, 3 autonomous taxis for 18,000 passengers, and 15 delivery vehicles completing 450,000 orders, showcasing a robust smart transportation system [8]. - Ordos City is recognized as the only city in Northwest China approved for both national intelligent transportation and "vehicle-road-cloud integration" pilot projects, aiming to establish a comprehensive smart transportation ecosystem [8].

Investment Rating - The report maintains an "Overweight" rating for the automotive industry, expecting the industry index to outperform the market index by more than 10% in the next six months [43]. Core Insights - The third batch of the "old-for-new" national subsidies has been gradually issued, and the peak season of September and October is approaching, which is expected to boost market performance [3][38]. - The automotive sector has shown resilience, with the Shenyuan Automotive Index rising 0.57% over the past two weeks, outperforming the CSI 300 Index by 1.40 percentage points [10][11]. - The report highlights a significant increase in the wholesale sales of new energy vehicles, with July figures showing a 25% year-on-year growth [24]. Industry Data Tracking - As of August 7, 2025, the prices of raw materials have shown mixed trends: steel prices decreased by 0.38%, while aluminum, copper, and lithium carbonate prices increased by 0.78%, 0.22%, and decreased by 0.35% respectively [16][21]. - The retail sales of passenger vehicles in July reached 1.834 million units, a 7% increase year-on-year, while wholesale sales were 2.192 million units, also up 12% year-on-year [22][39]. Industry News - The China Passenger Car Association slightly raised its annual forecast for passenger vehicle retail growth to 6% for 2025, with total retail expected to reach 24.35 million units [23]. - The establishment of the China Changan Automobile Group in Chongqing aims to enhance competitiveness in the automotive sector [27]. - The report notes that the market is expected to recover in late August due to the issuance of subsidies and the upcoming peak sales season [38]. Company News - Li Auto, China Automotive Research, and Dongfeng Liuzhou Automobile released a joint statement regarding the Li Auto i8 crash test, emphasizing the importance of maintaining market order and fair competition [30]. - Xpeng Motors completed the debut of its new P7 model in China, featuring advanced battery technology and AI capabilities [32]. - Changan Automobile reported a 74.05% year-on-year increase in new energy vehicle sales in July, totaling 80,006 units [35].

Group 1 - The 2025 World Intelligent Vehicle Conference will showcase disruptive technological innovations in the smart vehicle sector, focusing on near-complete autonomous driving solutions, immersive smart cockpit experiences, and integrated vehicle-road-cloud ecosystems [1] Group 2 - The conference will highlight breakthroughs in high-level autonomous driving technology, with several automakers presenting near Level 5 fully autonomous driving solutions using multi-sensor fusion for real-time centimeter-level 3D environment modeling [2] - A new AI decision-making system based on deep reinforcement learning will be demonstrated, capable of handling complex scenarios such as predicting pedestrian intentions at unregulated intersections and utilizing vehicle-road collaboration to identify obscured traffic signals in adverse weather [2] - "Swarm intelligence" technology will be showcased, allowing multiple autonomous vehicles to coordinate and improve road traffic efficiency by over 30% [2] Group 3 - The smart cockpit is undergoing a revolutionary transformation with features like flexible rollable screens extending across the windshield, AR-HUD integrating navigation with real-world conditions, and holographic interactive assistants using light field technology for gesture and gaze recognition [3] - Emotional engines utilizing biosensors will monitor driver and passenger heart rates and expressions to automatically adjust ambient lighting, scents, and seating positions [3] Group 4 - The theme of "vehicle-road-cloud integration" will present a vision of future transportation, where vehicles communicate in real-time with traffic signals and roadside units using 5G-V2X technology [3] - The conference will introduce a "cloud-based digital twin" system, where each vehicle has a mirrored model in the cloud, allowing AI to predict and manage urban traffic flow based on real-time data from millions of vehicles [3] - The 2025 World Intelligent Vehicle Conference signifies a new era of safer, more efficient, and user-friendly transportation, celebrating technological advancements and human mobility [3]

Group 1 - Chongqing's "Yuchain Zhqing" action plan aims to establish a comprehensive "vehicle-road-cloud integration" system by 2027, including the construction of 600 perception intersections and covering 2500 kilometers of urban and highway roads [2][3] - The plan emphasizes the development of a cloud control platform and various application scenarios such as collaborative warning and autonomous driving [3] - The initiative coincides with the one-year anniversary of the announcement of the first batch of 20 pilot cities for "vehicle-road-cloud integration" applications [2] Group 2 - The establishment of the Western Science City Intelligent Connected Vehicle Innovation Center in Chongqing has led to the incubation of 14 related enterprises and the creation of a leading cloud control platform [4] - Chongqing has built over 500 smart intersections and covered more than 700 kilometers of urban roads, connecting thousands of vehicles [4] Group 3 - Changchun is developing a "vehicle-road-cloud integration" pilot project with plans to construct approximately 400 smart intersections and connect over 12,500 networked vehicles [5][6] - The city has partnered with major companies like China FAW to explore the development of intelligent connected vehicles [5] Group 4 - Beijing has implemented a series of policies to support intelligent connected vehicles, achieving significant infrastructure coverage and testing mileage [8][11] - The city has established a high-level autonomous driving demonstration area, attracting numerous domestic and international companies [8] Group 5 - Chengdu has released a white paper on the integration of autonomous driving buses, detailing a comprehensive mechanism for system coordination [9] - The city has developed a testing road network covering 596 kilometers and has monitored millions of vehicle-road collaborative events [9] Group 6 - Shanghai has launched an action plan for the intelligent connected vehicle industry, aiming to create a collaborative industrial cluster by 2030 [10][11] - The city has opened extensive testing roads and achieved significant testing mileage, focusing on V2X communication technology [11] Group 7 - Nanjing has introduced a three-year plan for "vehicle-road-cloud integration," focusing on building a city-level cloud control platform and intelligent infrastructure [12][13] - The plan includes tasks such as large-scale demonstration applications and safety mechanisms for traffic information transmission [13] Group 8 - Guangzhou is developing a three-year action plan to promote the intelligent connected vehicle industry, including the establishment of a national quality safety testing center [14] - The city aims to achieve full coverage of 5G and C-V2X technologies, supporting the deployment of thousands of connected vehicles [14] Group 9 - Shenzhen has showcased significant achievements in "vehicle-road-cloud integration," including a comprehensive traffic information platform and a regulatory framework for intelligent connected vehicles [15][16] - The city is focusing on building a two-level three-layer cloud control platform to enhance connectivity and testing capabilities [16] Group 10 - Wuhan has approved a major demonstration project for intelligent connected vehicles with a budget of approximately 17 billion yuan, aiming to develop key technologies in the field [17] - The city is establishing a unified platform for intelligent connected vehicles, supporting the integration of numerous vehicles and infrastructure [17]

Core Insights - The integration of "vehicle-road-cloud" systems is accelerating in various sectors such as public transportation, smart travel, and logistics, contributing to the intelligent upgrade of the automotive industry and the construction of smart cities [1][2] Group 1: Smart Transportation - In Ordos City, Inner Mongolia, autonomous buses are equipped with five laser radars, enabling them to recognize traffic lights and avoid obstacles within 0.3 seconds, enhancing safety and efficiency in public transport [1] - The smart bus stations in Ordos display real-time vehicle locations and estimated arrival times, improving passenger convenience [1] Group 2: Logistics and Delivery - In Deqing County, Zhejiang, unmanned delivery vehicles operate 24/7, featuring automatic pedestrian avoidance, speed reduction at crosswalks, and obstacle navigation, significantly improving delivery efficiency [2] - The introduction of delivery vehicles has reduced the number of trips required by couriers from eight to nine per day to just one or two, enhancing customer experience and operational efficiency [2] Group 3: Economic Impact - The "vehicle-road-cloud" integration is expected to transform travel time into a window for consumer potential release, driving the development of smarter, more convenient, personalized, and efficient consumption scenarios [2]

Core Insights - The Jinan Start-up Zone is advancing the integration of smart cities and intelligent connected vehicles through a pilot project focused on "Vehicle-Road-Cloud Integration" [1][2] Group 1: Project Overview - The Start-up Zone aims to open a fully intelligent road network in the Daqiao and Cuizhai areas by the end of the year, leveraging its new infrastructure and low traffic density for autonomous driving tests [1] - The project is supported by a comprehensive implementation plan that outlines 28 tasks across seven key areas, addressing challenges related to functional autonomous vehicles [1][2] Group 2: Technological Developments - A "Vehicle-Road-Cloud Integration" intelligent platform has been established for real-time monitoring and millisecond-level data interaction of test vehicles, enhancing traffic management and law enforcement [2] - The introduction of a "L0 to L3 Intelligent Intersection" system allows for the deployment of roadside equipment as needed, facilitating the development of an autonomous driving test environment [2] Group 3: Application Scenarios - The Start-up Zone is launching the first L4 level intelligent connected bus line in the city, enabling features such as traffic signal recognition and autonomous overtaking, with safety drivers onboard [2] - Twelve unmanned logistics vehicles have received licenses for testing operations, aiming to reduce last-mile delivery costs by over 30% and achieve "hourly delivery" for logistics services [3]

Summary of the Conference Call on "Vehicle-Road-Cloud Integration" Industry Overview - The conference discusses the "Vehicle-Road-Cloud Integration" industry, which aims to optimize traffic safety, driving decisions, and overall efficiency by integrating vehicles, roadside facilities, cloud control platforms, supporting platforms, and communication networks [1][2][3]. Key Insights and Arguments - **Market Potential**: The industry is projected to generate a revenue increase of 729.5 billion RMB by 2025 and 2,582.5 billion RMB by 2030, indicating significant economic and social benefits such as reduced traffic accidents and energy conservation [1][5]. - **Safety Concerns**: The rise in accidents related to assisted driving, with a 217% year-on-year increase in China in 2024, highlights the limitations of single-vehicle intelligence and underscores the importance of Vehicle-Road-Cloud Integration for enhancing safety [1][6]. - **Logistics Applications**: The promotion of unmanned logistics vehicles and the issuance of licenses for autonomous vehicles indicate the vast potential of collaborative vehicle technology in logistics, although safety remains a critical barrier to further expansion [1][7][9]. - **Technological Development**: The integration of V2X technology allows vehicles to connect with roadside infrastructure and cloud platforms, enhancing perception and decision-making capabilities beyond the limitations of onboard sensors [2][4]. Additional Important Content - **Government Support**: Since 2018, China has actively promoted Vehicle-Road-Cloud Integration, establishing a national standard system and supporting 30 demonstration areas for digital upgrades [1][10][11]. - **International Comparison**: The U.S. leads in single-vehicle intelligence with companies like Tesla and Waymo, but is still in the early stages of deploying collaborative vehicle technology. In contrast, South Korea is rapidly advancing with plans for widespread autonomous vehicle coverage by 2026 [12]. - **Future Development Paths**: By around 2030, the industry is expected to enter a market scale formation phase, with applications expanding from closed and specific areas to open and general scenarios, and a shift from government-led initiatives to public-private partnerships [20][21]. Conclusion - The Vehicle-Road-Cloud Integration industry presents a transformative opportunity for enhancing traffic safety and efficiency, with substantial market potential and government backing. However, challenges such as safety concerns and the need for technological advancements remain critical for its successful implementation and growth.

3、商务部将召开第五届中国—蒙古国博览会和中蒙经贸合作情况专题新闻发布会 7月30日上午10时，商务部将举行专题新闻发布会，相关负责人介绍第五届中国—蒙古国博览会和中蒙 经贸合作情况，并回答记者提问。 （原标题：今日看点｜国新办将举行新闻发布会 介绍育儿补贴制度及生育支持措施有关情况） 7月30日重点关注的财经要闻与资本市场大事： 1、国新办将举行新闻发布会 介绍育儿补贴制度及生育支持措施有关情况 7月30日，国新办将举行三场新闻发布会。上午10时，公安部副部长、国家移民管理局局长王志忠介 绍"十四五"时期中国移民管理工作发展成就，并答记者问。 下午2时，国家卫生健康委副主任郭燕红和财政部、国家医保局、全国总工会有关负责人介绍育儿补贴 制度及生育支持措施有关情况，并答记者问。 下午4时，法院系统代表围绕"严格公正司法 用情办好百姓身边案"与中外记者见面交流。 2、国台办将举行新闻发布会，发言人就近期两岸热点问题回答记者提问 7月30日上午10时，国台办将举行例行新闻发布会，发言人就近期两岸热点问题回答记者提问。 4、2025世界智能汽车大会将举行 7月30日至31日，2025世界智能汽车大会将在重庆举办。大会 ...

Core Viewpoint - The smart assisted driving industry in China is experiencing rapid growth, with over 5,500 companies involved, but transitioning from smart assistance to fully autonomous driving remains a significant challenge [1] Industry Insights - The testing of over 30 mainstream models by Dongchedi has sparked widespread attention and debate regarding the capabilities of smart assisted driving technologies [2] - Domestic companies like Huawei and Momenta are utilizing multi-sensor visual fusion solutions, combining lidar and cameras, to enhance decision-making models, addressing limitations of Tesla's purely visual approach [2] - Data accumulation is crucial for the advancement of smart assisted driving technologies, with companies like BYD generating over 30 million kilometers of "smart driving" data daily, creating the largest vehicle cloud database in China [3] Technology Limitations - Current smart assisted driving systems are still classified as Level 2, providing only assistance rather than full autonomy, with the responsibility remaining on human drivers [5][7] - The AI's learning capabilities are limited, as it relies on data fitting rather than the dynamic knowledge restructuring that humans can perform [4][8] - Despite advancements, the public remains cautious about the safety of smart assisted driving systems, especially following recent accidents involving companies like Xiaomi and Tesla [3][4] Market Opportunities - The operational domain for autonomous vehicles, particularly in the work vehicle sector, is seen as a potential breakthrough for smart driving applications, with significant commercial prospects [9] - Companies like Waymo and Baidu have demonstrated successful commercial operations of Level 4 autonomous vehicles in complex urban environments, indicating progress in the field [6][7]

智通财经7月28日电，《科创板日报》记者获悉，2025世界智能网联汽车大会由工业和信息化部、交通 运输部、北京市人民政府联合主办，将于2025年10月16日至18日在北京亦庄北人亦创国际会展中心召 开。大会将聚焦自动驾驶、智能座舱、"车路云一体化"等重点领域，推动智能网联汽车与通信、交通、 人工智能等关键领域融合发展。（记者 李明明） 2025世界智能网联汽车大会将于10月16-18日召开 ...