Core Viewpoint - China FAW Group Corporation (FAW) is acquiring a stake in Shenzhen Zhuoyu Technology Co., Ltd. (Zhuoyu Technology), marking a significant move to enhance its presence in the intelligent driving sector [1] Group 1: Acquisition Details - FAW plans to increase capital and acquire shares from New Territory Technology Company Limited, resulting in FAW holding 35.8% and New Territory holding 34.85% of Zhuoyu Technology [1] - The acquisition price has not been disclosed by FAW [1] Group 2: Zhuoyu Technology Overview - Zhuoyu Technology, formerly the automotive division of DJI, specializes in mass production of advanced driver assistance systems (ADAS) and high-level autonomous driving systems (ranging from L2 to L4) [1] - Zhuoyu Technology collaborates with major automotive manufacturers, including Volkswagen, SAIC-GM-Wuling, Chery, and FAW, with specific partnerships on models like Hongqi Tian Gong 08 and Hongqi EH7 [1] Group 3: Strategic Implications for FAW - This acquisition is seen as a strategic move for FAW to strengthen its intelligent driving capabilities, with a goal of achieving 3 million sales of intelligent connected new energy vehicles by 2030, including 1.5 million from its own brands [3] - FAW is pursuing a dual strategy of external collaboration and in-house development in the intelligent driving sector, partnering with various companies including Huawei for Audi models [3] Group 4: Industry Trends - The trend of automotive manufacturers reducing in-house development teams while investing in intelligent driving companies is becoming more common, as seen with BYD's investment in Zhuoyu Technology [4] - The industry is shifting towards collaboration to meet market demands, with a focus on finding sustainable business models for intelligent driving technologies [4]

Core Viewpoint - Chongqing aims to establish a world-class intelligent connected new energy vehicle (NEV) industry cluster by 2030, targeting a trillion-level industry and achieving six upward leaps in various aspects of the industry [1][2][3] Group 1: Industry Capability - The industry capability is continuously improving, with leading enterprises and technology companies merging, and component manufacturers transitioning to new energy, resulting in a comprehensive vehicle system led by Chang'an and Seres [1] - NEV production in Chongqing is projected to increase from 43,000 units in 2020 to 953,000 units by 2024, while total vehicle production is expected to rise from 1.58 million units in 2020 to 2.54 million units in 2024, ranking third in the country [1] Group 2: Brand Development - Leading enterprises are enhancing their brand value, with China Chang'an Automobile Group expected to generate over 350 billion yuan in annual revenue, and Seres surpassing 145 billion yuan in annual revenue, becoming the fourth profitable NEV company globally [1][2] Group 3: Product Advancement - Chongqing's vehicles are becoming higher-end, smarter, safer, and more popular, with models like the AITO M8 and M9 leading in the luxury segment, and the average value of mainstream NEVs rising to 236,000 yuan [2] Group 4: Industry Chain Growth - The city has nurtured and attracted 624 intelligent connected NEV component companies, 220 automotive software companies, and 27 automotive-grade chip companies, establishing a strong presence in various advanced technology sectors [2] Group 5: Ecosystem Enhancement - Chongqing has built 422,000 charging piles, achieving a ratio of one charging pile for every two NEVs, and has established 1,556 supercharging stations, leading to comprehensive coverage of fast-charging facilities in towns and streets [2] Group 6: Technological Innovation - The city supports enterprises in enhancing innovation capabilities, with R&D investment intensity in the automotive sector exceeding the national average by 69%, and 90% of the production being from independent brands [3] - Chang'an has established a global R&D system, ranking first in the national enterprise technology center evaluation, while Bosch's hydrogen fuel cell technology is at the forefront domestically [3]

9月23日，在2025世界智能网联汽车大会新闻发布会上，交通运输部科技司综合处处长邢凡胜回答中国证券报记者关于"交通运输部在推动智慧交通建设方 面的下一步举措"的提问时表示，交通运输部正在深入推进"人工智能+交通运输"行动，面向"十五五"，将把人工智能在交通运输领域规模化创新应用作为 主攻方向，抓紧出台《"人工智能+交通运输"实施意见》，意见即将发布施行。 中国证券报记者李嫒嫒在发布会上提问 图片来源：新闻发布会主办方提供 中国证券报记者从发布会上获悉，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。本届大会将于10月16日—18日 在北京亦庄举办。 图片来源：新闻发布会主办方提供 加快普及智能体在交通运输领域的应用 当前，交通运输行业正在积极拥抱以人工智能为代表的新一轮科技革命和产业变革机遇，加快发展新质生产力，培育壮大智慧交通和智慧物流产业。 邢凡胜表示，"十四五"以来，交通运输部依托国家重点研发计划，加强智慧交通关键技术攻坚，组织开展了两批次共50项智能交通先导应用试点，建设了 国家综合交通运输信息平台，交通运输数字化、网络化、智能化水平不断迈上新的台阶。 面向"十五五 ...

Core Insights - The 2025 Chongqing Top 100 Private Enterprises list has been released, with an entry threshold of 2.59 billion yuan in revenue, an increase of 229 million yuan from the previous year [1] - The total assets of the 2025 Chongqing Top 100 Private Enterprises reached 2.03 trillion yuan, a growth of 20.44% year-on-year [2] - The total revenue of the 2025 Chongqing Top 100 Private Enterprises amounted to 1.24 trillion yuan, with a net profit of 77.968 billion yuan, reflecting year-on-year increases of 2.25% and 0.45% respectively [2] Group 1: Manufacturing Sector - Among the 2025 Chongqing Top 100 Private Enterprises, 55 are in the manufacturing sector, an increase of one from the previous year [3] - The total revenue of manufacturing enterprises in the Top 100 reached 665.403 billion yuan, accounting for 53.64% of the total revenue of the Top 100 [3] - The number of automotive manufacturing enterprises increased from 19 to 27, with total revenue of 268.313 billion yuan, representing 35.75% of the manufacturing sector's revenue [3] Group 2: Research and Development - The total R&D investment of the 2025 Chongqing Top 100 Private Enterprises was 22.313 billion yuan, a year-on-year increase of 25.19% [4] - The R&D intensity reached 1.80%, up by 0.33 percentage points from the previous year [4] - A total of 11 companies in the Top 100 are publicly listed, with a combined market value of 316.518 billion yuan at the end of 2024 [4]

Group 1 - Xiaomi Auto Technology Co., Ltd. has initiated a recall of approximately 116,900 units of its SU7 standard electric vehicles produced between February 6, 2024, and August 30, 2025, due to safety concerns related to the L2 highway navigation assistance feature [1] - The recall is a result of insufficient recognition, warning, or handling of extreme scenarios, which may increase the risk of collision if the driver does not intervene in a timely manner [1] - Xiaomi's response to the recall emphasizes that the OTA software upgrade aims to enhance the reliability of the driving assistance features, including optimizing speed control strategies and adding dynamic speed functions [1][2] Group 2 - The Xiaomi SU7 is the first mass-produced model from Xiaomi Auto, officially launched on March 28, 2024, with three versions: standard, Pro, and Max [2] - The standard version of the SU7 features a pure visual driving system, equipped with an NVIDIA Drive Orin-N chip and an auxiliary driving chip with a computing power of 84 TOPS, supporting various driving assistance functions [2] - This is not the first recall for the SU7; a previous recall occurred on January 24, 2024, affecting approximately 30,900 units due to software strategy issues that could impact the detection of static obstacles [2] Group 3 - Regulatory bodies are increasingly focusing on the management of OTA software upgrades for intelligent connected vehicles, as highlighted in a recent notice that prohibits companies from conducting OTA upgrades without proper filing [3] - The notice also mandates that companies must not push untested software versions to users and must ensure that products with combined driving assistance systems are consistent with approved products [3] - The Ministry of Industry and Information Technology is seeking public opinion on mandatory national standards for safety requirements of combined driving assistance systems, aiming to prevent consumer misconceptions and potential traffic accidents [6]

Core Insights - The company participated in a collective reception day and mid-year performance briefing, focusing on value communication and future confidence building [1] Group 1: Smart Cockpit and Smart Driving - The company is advancing its smart cockpit and smart driving business by collaborating with multiple vehicle manufacturers to develop integrated cockpit solutions through a "whole cabin" development model [1] Group 2: Cost Management Strategies - To address pricing pressures, the company is implementing several strategies, including negotiating reasonable price reductions, controlling costs through supply chain mechanisms, and enhancing smart manufacturing capabilities [2] - The company is also focusing on accelerating the application of domestically produced core components and platform products to mitigate price reduction impacts [2] Group 3: Overseas Business Performance - The company's overseas business revenue consistently accounts for about 20% of its main business income, with established relationships with global clients such as General Motors, BMW, and Tesla [2] - However, profitability in overseas operations is subject to fluctuations due to factors like product structure, sales prices, and operational costs [2] Group 4: New Client Development - The company is actively expanding its market presence in the smart connected new energy vehicle sector, with revenue from clients like Seres and Xiaomi ranking among the top ten domestic vehicle customers [2]

Group 1 - The development of new energy vehicles (NEVs) is essential for China to transition from a major automotive country to a strong automotive nation, as emphasized by General Secretary Xi Jinping [1][5] - During the 14th Five-Year Plan period, China's automotive industry has accelerated innovation, achieving significant breakthroughs in NEV production and sales, core technologies, and industrial chain ecology, leading to China becoming the world's largest automotive exporter [1][3] - The global market share of China's power batteries has increased from over 40% in 2021 to around 70%, reflecting continuous technological innovation in NEVs during the 14th Five-Year Plan [3][6] Group 2 - The Chinese government has implemented over 70 industrial policy measures and more than 100 national and industry standards to support the NEV sector during the 14th Five-Year Plan [6][8] - The NEV industry has experienced rapid growth, with sales reaching 3.521 million units in 2021 and projected to exceed 12 million units by 2024, maintaining an annual growth rate of over 50% [8] - The NEV sector has become a significant economic pillar, contributing approximately 10% to the national GDP, with a complete and resilient industrial chain and supply chain established [8][10]

据中国农业银行官微9月16日消息，16日，中国农业银行与中国长安汽车签署战略合作协议。中国农业 银行行长王志恒、中国长安汽车董事长朱华荣在长安汽车全球研发中心出席签约仪式。农业银行大客户 部总裁张君儒和中国长安汽车总会计师王锟分别代表双方签署战略合作协议。 王志恒对中国长安汽车的成立表示祝贺，对长安汽车在服务汽车强国战略、改革创新发展上所取得的突 出成就表示敬佩。王志恒介绍了农业银行战略定位、经营成效及综合服务优势。王志恒表示，长安汽车 是我国汽车产业的国家队和主力军，新集团的成立对我国汽车工业高质量发展具有重大意义，希望双方 以此次协议签署为契机，推动银企全方位、多层次深度战略合作，助力中国长安汽车打造具有全球竞争 力、拥有自主核心技术的世界一流汽车集团。 朱华荣对王志恒一行到访表示欢迎，对农业银行长期以来的支持表示感谢。朱华荣表示，农业银行作为 国有大型商业银行，多年来为乡村振兴和实体经济发展做出了重要的金融支撑。此次双方战略合作，不 仅是两家大型国有企业的强强联合，更是推动制造业高端化、智能化、绿色化发展的生动实践。中国长 安汽车正处于创新突破、全球化发展的关键阶段，期待与农业银行进一步拓展合作的广度、 ...

机器人技术当前正寻找应用场景。周长久认为，国际交流将发挥重要作用，以"人工智能+"和"智能网联新能源汽车"产业为例，从汽车生产环节的智能装备 优化，到车载AI系统的场景化服务创新，都需要国际间的技术协作与经验共享。 编辑 岳彩周 校对 刘军 2025世界智能产业博览会闭幕式上，RoboCup机器人世界杯国际联合会副主席、RCAP亚太机器人世界杯国际理事会主席周长久发言。主办方供图 他表示，一方面，通过技术交流、成果转化，推动机器人在"人机协作""AI大模型融合"等前沿方向的创新探索，助力机器人产业逐步迈向新的高度；另一方 面，在机器人体育这一新兴赛道，希望能探索更多创新模式，把赛事打造成"技术创新试验场"，培育具有自主知识产权与国际影响力的品牌赛事。 新京报贝壳财经讯（记者韦英姿）继北京后，全自主5V5全尺寸人形机器人足球赛落地重庆。近日，在2025世界智能产业博览会期间，2025亚太机器人世界 杯重庆国际邀请赛同步举行，中国、新加坡、泰国、马来西亚等国家的人形机器人团队参赛。这是继2025世界人形机器人运动会之后，全球第二场全自主 5V5全尺寸人形机器人足球赛。另外，亚太机器人世界杯人形机器人搏击表演赛也首 ...

Core Viewpoint - The 2025 Chongqing Smart Expo showcased the latest advancements in the smart industry, featuring over 550 domestic and international companies and more than 3,000 innovative products, attracting over 350,000 visitors [1][3]. Group 1: Main Themes - The main theme of the expo is artificial intelligence, with two core focuses: "Artificial Intelligence +" and "Smart Connected New Energy Vehicles" [5]. - Five major sectors highlighted include smart robotics, low-altitude economy, smart home, smart driving, and digital cities [5]. Group 2: Key Exhibitors and Technologies - Huawei showcased its comprehensive digital transformation solutions, emphasizing its self-developed Kunpeng processors and Ascend AI hardware, which can enhance business performance by 10% to 30% [10]. - Tencent presented its modular embodied intelligence open platform, TAIROS, and demonstrated interactive AI applications across its suite of apps, including QQ and WeChat [12][18]. - iFlytek focused on consumer products, including AI learning machines and intelligent office tools [20]. Group 3: Telecommunications Companies - China Unicom introduced a "three-in-one" system for AI infrastructure, technology, and industry, showcasing collaborative robotics and AI-driven industrial management [24]. - China Mobile highlighted its smart connected vehicles and AI intelligent terminals, integrating 5G technology with smart home ecosystems [27]. - China Telecom's Tianyi Cloud featured a quantum computing model and advanced cloud services, showcasing its leadership in quantum technology [31]. Group 4: State-Owned Enterprises - State Grid displayed nine self-developed chips, addressing the "bottleneck" issue in chip technology with capabilities ranging from 0.1 to 256 TOPS [33]. - Sinopec presented a miniature model of an intelligent factory, demonstrating advanced robotics and drone inspection systems [35]. - PetroChina introduced its first over 10,000-meter deep exploration well model and launched an app tailored for the energy and chemical industry [39]. Group 5: Academic Contributions - Chongqing University developed a digital twin system for coal mines, successfully tested in real-world conditions [41]. - Chongqing Jiaotong University showcased an intelligent inspection system for tunnels, integrating cloud and edge computing [45]. - Chongqing Normal University presented advanced brain imaging and brain-computer interface technologies [49]. Group 6: Smart Home Innovations - Xiaomi and Haier displayed comprehensive smart home solutions, integrating various smart devices for enhanced user experience [79][81]. - Midea showcased its smart kitchen ecosystem, emphasizing climate control and energy efficiency [87]. - Various AI-powered pet care products were introduced, including smart feeding and health tracking devices [96][99]. Group 7: Low-Altitude Economy - The expo featured a dedicated area for low-altitude economy, showcasing drones and air taxis, with DJI presenting its FLYCART 100 capable of carrying 80 kg [103][104]. - Xunyi Technology established urban air logistics networks in collaboration with major delivery platforms, focusing on medical supply delivery [112][114]. - The concept of "air taxis" was highlighted, with companies like GAC and VoloCity planning to launch electric air taxis for urban transport [122][125]. Group 8: Smart Connected Vehicles - The expo emphasized smart connected new energy vehicles, with Tesla showcasing its latest models, including the Model Y L with a range of 751 km [130][132]. - Various automakers, including Changan and BYD, presented their advancements in AI integration and autonomous driving technologies [152][173]. - The focus on "smart driving" reflects the industry's shift towards enhancing vehicle safety and interactivity through AI and IoT technologies [173].