车企的新一轮变革已经拉开了帷幕。 九月，车企48位高管变动。理想把智驾团队拆成 11 个二级部门，比亚迪从斑马挖来 CTO 搞座 舱，长安汽车的高层也正经历大变动，连蔚来的任少卿都一边在公司管自动驾驶，一边去中科大 搭实验室了。 目前，自动驾驶的前沿方向聚焦在自动驾驶VLA/VLM、端到端自动驾驶、世界模型world model、闭环仿真3DGS、强化学习等等。但很多在校的同学根本不清楚业内实际的进展，很多 中小厂的算法工程师也是如此。通过几次的线上星友面对面交流，柱哥更是深刻意识到这个问 题。 所以我们最近一直在琢磨，怎样才能成为大家沟通的桥梁，打通学术界和工业界的信息壁 垒，打通不同公司之间的信息壁垒。 对于搞算法的同学来说，更是深有感触。三年前还是BEV，两年前是无图，一年期是端到端，今 年是VLA和世界模型，下一步是什么呢？在人工智能这条大的赛道上，什么才是算法岗位真正 的活力和壁垒？ 柱哥认为是持续不断的更新自己的认知，要敢于跳出自己的舒适圈。 添加博主微信咨询自驾社区 所以我们联合了诸多学术界和工业界的大佬，共同打造了我们维护三年之久的『自动驾驶之心知 识星球』！ 星球目前集视频 + 图文 + 学 ...

Core Insights - The report indicates that the macroeconomic environment remains resilient, with September exports expected to show strength, supported by a 7.3% year-on-year increase in port throughput [4][8] - Industrial enterprises have shown significant improvement in profitability, with August profits rising by 20.4% year-on-year, marking a positive shift in the overall industrial profit landscape [16][17] - The real estate market is experiencing a short-term boost due to relaxed policies, with new housing transaction volumes in major cities showing a notable increase [7] Macroeconomic Overview - Construction activity is showing a mixed picture, with industrial production remaining strong while construction demand is weak [4][5] - Recent data shows that industrial production is at a historically high level, with specific sectors like chemical and automotive maintaining robust operational rates [4] Industry Performance - The non-bank financial sector and metals industry have seen significant gains, with respective increases of 3.843% and 3.781% [2] - The power equipment sector has also performed well, reflecting a broader trend of recovery in industrial sectors [2] Company-Specific Insights - The report highlights that Minth Group is well-positioned to benefit from the growing electric vehicle market in Europe, with expected revenue growth of around 50% for its battery box business [42][43] - Ji Hong Co. anticipates a substantial profit increase of 55-65% year-on-year for Q3 2025, driven by its cross-border e-commerce and packaging businesses [29] Investment Recommendations - The report suggests focusing on high-growth sectors such as gold jewelry, retail, and cosmetics, recommending companies that demonstrate strong consumer insights and innovative product offerings [35] - Specific companies like Ji Hong Co. and Minth Group are highlighted as potential investment opportunities due to their strong market positions and growth prospects [29][42]

Investment Rating - The report maintains a "Recommended" investment rating for the automotive and automotive parts industry [7]. Core Insights - The automotive industry is experiencing stable and rapid growth in passenger vehicles, with retail sales from September 1-21 reaching 1.191 million units, a year-on-year increase of 1% and an 8% increase compared to the previous month [1]. - The new energy vehicle market is also growing, with retail sales of 697,000 units during the same period, reflecting a 10% year-on-year increase and a 24% increase in cumulative retail sales for the year [2]. - The integration of artificial intelligence and autonomous driving technologies is becoming a significant trend in the transportation sector, driven by government policies and initiatives [3]. - Mergers and collaborations are ongoing, with notable acquisitions such as China FAW Group's purchase of a stake in Shenzhen Zhuoyu Technology, which specializes in advanced driver-assistance systems [4]. Summary by Sections Market Performance - The automotive sector's index remained stable with a 0.00% change, while the broader market index (CSI 300) increased by 1.07% during the week [13]. - The automotive parts sector saw a weekly increase of 5.03% and a year-to-date increase of 66.51% [16]. Sales Data Tracking - Cumulative retail sales of passenger vehicles for the year reached 15.955 million units, a 9% increase year-on-year, while wholesale sales totaled 19.349 million units, a 12% increase [21]. - The penetration rate for new energy vehicles in the passenger car market reached 58.5% [2]. Industry News - The report highlights significant developments such as the launch of new models by various manufacturers, including the Wanjie M7 and Huawei's collaboration with SAIC for the Shangjie H5 [36][38]. - The Ministry of Transport is advancing the "Artificial Intelligence + Transportation" initiative, aiming to scale up AI applications in the sector [39]. - Chery Automobile's successful IPO on the Hong Kong Stock Exchange raised HKD 9.14 billion, marking it as the largest IPO in the automotive sector this year [43].

Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [3] - Alibaba's Tongyi has seven models ranked among the top ten global open-source models, with the newly released Qwen3-Omni taking the top spot [5] - Nvidia's CEO Jensen Huang predicts that OpenAI could become a multi-trillion-dollar company, emphasizing the investment potential in OpenAI as one of the smartest opportunities [5] - Samsung is reducing the price of its 2nm wafers to $20,000, which is 33% cheaper than TSMC's $30,000, aiming to attract major clients [5] Group 2 - Tesla's stock rose by 4.02% following a significant price target increase to $600 by Wedbush Securities, indicating a potential upside of approximately 36% from its previous closing price of $440.40 [6] - The valuation increase for Tesla is supported by its accelerated AI and autonomous driving initiatives, which are seen as a $1 trillion opportunity [6] Group 3 - Apple is developing an internal application named "Veritas" to assist in the new version of Siri, which is expected to be released in 2026 [10] - The new Siri version will integrate functionalities similar to ChatGPT, with the current version already incorporating some of these features [10]

9月29日上午，江铃汽车产品研发大楼二期项目开工奠基仪式举行。江铃股份党委副书记、执行副总 裁、产品研发总院院长丁文敏在发言中强调，江铃汽车研发大楼二期作为江铃汽车未来的技术创新攻坚 中心和人才汇聚基地，重点聚焦智能座舱、自动驾驶、三电系统、新型架构、新型底盘等核心技术的自 主开发。 ...

Group 1 - Nextracker (01316) shares rose over 8%, reaching a high of 8.79 HKD, the highest since January 2022, with a trading volume of 185 million HKD [1] - Tesla CEO Elon Musk announced the detailed rollout plan for the highly anticipated FSD V14 version, with the first version deployment expected next week, followed by V14.1 and V14.2 in a staggered update approach [1] - Huayuan Securities believes that if the FSD V14 performs better than expected, it could further drive technological changes in the autonomous driving industry and promote Tesla's Robotaxi business [1] Group 2 - Guozheng International stated that Nextracker is a global leader in steering systems and a rare player in the autonomous driving supply chain related to Tesla [1] - Industrial Securities highlighted that the company has over a century of focus on automotive steering systems, with strong R&D and innovation capabilities, and a deep accumulation of experience and technology [1] - The company's core products align with major trends in the automotive industry, with sufficient reserves in steer-by-wire technology, leading the industry and expected to benefit from the ongoing transformation in the automotive sector [1]

Group 1 - The stock of Nextracker (耐世特) rose over 8%, reaching a new high of 8.79 HKD since January 2022, with a trading volume of 185 million HKD [1] - Tesla's CEO Elon Musk announced the detailed rollout plan for the highly anticipated FSD V14 version, with the first deployment expected next week, followed by V14.1 and V14.2 [1] - Huayuan Securities believes that if the FSD V14 performs better than expected, it could further drive technological changes in the autonomous driving industry and enhance Tesla's Robotaxi business [1] Group 2 - Guozheng International stated that Nextracker is a leading player in global steering systems and a rare asset in the autonomous driving supply chain related to Tesla [1] - Industrial Securities highlighted that Nextracker has over a century of focus on automotive steering systems, with strong R&D and innovation capabilities, and is well-positioned to benefit from the automotive industry's transformation [1] - The company is expected to see continuous revenue growth and recovery in profitability due to new orders, new customer projects, and effective cost control measures [1]

Group 1 - Ha Luo Robotaxi officially launched operations in Liyang, Jiangsu Province, marking its second Robotaxi project in China after Zhuzhou, Hunan [1] - The collaboration aims to explore new paradigms for urban mobility and cultivate the intelligent connected vehicle industry ecosystem [1][3] - The Robotaxi features innovative designs that reflect local cultural and tourism characteristics, enhancing its appeal in Liyang [3] Group 2 - The project will initially focus on commercial demonstration applications in Liyang High-tech Zone, adhering strictly to regulations with safety as the top priority [3] - Future plans include developing tourism routes that integrate automatic driving with local attractions such as Tianmu Lake and Nanshan Bamboo Sea [3] - Liyang is accelerating the construction of an intelligent connected vehicle testing base, covering over 1800 acres, expected to be operational next year [5] Group 3 - Ha Luo has established "Zao Fu Intelligent Technology Co., Ltd." in collaboration with Ant Group and Ningde Times, focusing on L4 autonomous driving technology research and commercialization [3] - The company presented its Robotaxi strategic plan at the 2025 Bund Conference and showcased its mass-produced model "HR1" [5] - Ha Luo actively participated in the Fourth Beidou Scale Application International Summit, demonstrating innovations in Beidou's large-scale applications [5]

2025 年 9 月 29 日 股指期货将偏强震荡 黄金、白银期货价格再创上市以来新 高 原油、燃料油期货将偏强震荡 焦煤、玻璃期货将震荡 偏弱 螺纹钢、铁矿石期货将偏弱震荡 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： 股指期货将偏强震荡：IF2512 阻力位 4562 和 4588 点，支撑位 4510 和 4483 点；IH2512 阻力位 2965 和 2981 点，支撑位 2935 和 2923 点；IC2512 阻力位 7132 和 7213 点，支撑位 7051 和 7 ...

人民网迪拜9月29日电 （记者管克江）第四届迪拜世界自动驾驶大会近日在迪拜国际贸易中心举 行，全球50多家业界领先企业参加，并举办了50多场主题讨论会。阿联酋副总理、迪拜王储哈姆丹在开 幕式上表示，迪拜不断采取措施建设全球创新和未来驱动技术中心的地位，鼓励自动驾驶出行将为发展 自动驾驶经济提供试验平台。 2023年，迪拜启动"D33"经济议程，目标是将迪拜打造成国际三大旅游和商业目的地之一。在此议 程下的"自动驾驶战略"提出，到2030年使迪拜交通出行的25%为智能或自动驾驶，并到2040年将该比例 提升到36%。 参观者在体验自动驾驶VR。人民网 杰勒德·阿勒费尔摄 大会上，相关行业专家讨论交流了自动驾驶技术应用和政策法规等问题，不少厂商带来了最新款自 动驾驶汽车。加州大学伯克利分校资深工程师史蒂文·施拉多表示，自动驾驶系统的研究从上世纪五十 年代就已开始。相信随着各参与方持续不断的努力，相关技术成本将进一步降低，公众信心也将进一步 增强。牛津大学信息工程教授保罗·纽曼在大会讨论中表示，人工智能是辅助人类工作与生活的重要工 具。绿色自动化物流将为经济社会发展带来巨大益处。 大会主办方迪拜道路与交通管理局表示 ...