Group 1 - The recent approval of the first batch of L3-level conditional autonomous driving vehicles marks a significant step towards commercialization in China, transitioning from technical validation to conditional road use [1] - The core breakthrough of "conditional road use" lies in balancing institutional innovation with risk control, clearly defining responsibility during system takeover between drivers and car manufacturers [1] - The launch of the "conditional road use" era is a natural outcome of industry development, with the penetration rate of L2-level assisted driving in new vehicles reaching 64%, indicating increasing consumer acceptance of intelligent driving [1] Group 2 - The entry into the "conditional road use" phase will unleash significant economic value and reshape the automotive industry ecosystem, benefiting upstream core component manufacturers and driving down costs through mass production [2] - Automotive companies will shift from hardware sales to a "hardware + software + service" profit model, leveraging services like OTA upgrades to extract long-term value [2] - The maturity of autonomous driving technology supports the transformation of automotive business models from one-time vehicle sales to full lifecycle service operations, positioning autonomous vehicles as "mobile intelligent terminals" [2]

Core Insights - Lucid Group, Nuro, and Uber have jointly announced a production-intent autonomous taxi and have commenced supervised road testing, aiming to launch the service in the San Francisco Bay Area in late 2026 [1] Group 1 - The autonomous taxi is a collaborative effort between Lucid Group, Nuro, and Uber [1] - The service is expected to be operational in the San Francisco Bay Area by late 2026 [1] - The current phase involves supervised road testing of the autonomous taxi [1]

证券日报网讯 1月7日，骏鼎达在互动平台回答投资者提问时表示，公司目前正持续关注自动驾驶相关 领域的市场机会，积极对接下游客户需求。相关业务的市场拓展存在不确定性，敬请广大投资者理性投 资，注意投资风险。 （编辑 袁冠琳） ...

2026.01.07 今年的CES（国际消费电子展）演讲中，算力焦虑是一个不断被提起的话题。 当地时间1月5日，在与OpenAI总裁格雷格·布洛克曼（Greg Brockman）的对话中，AMD CEO苏姿丰笑 言，每次见到格雷格·布洛克曼，他都在说需要更多算力。 按照苏姿丰的预测，未来几年内需要将全世界的计算能力增加100倍。英伟达CEO黄仁勋给出的数据则 是，模型规模以每年10倍的速度增长，推理模型的输出每年增长5倍。为匹配算力需求，英伟达透露， 最新架构芯片吞吐量是前一代的10倍，苏姿丰则放话，有望4年内将AI芯片性能提升1000倍。 但如果考虑到芯片晶体管每年密度提升的速度，每年实现10倍的性能提升并不容易。在1月6日与第一财 经等媒体一个半小时的对话中，黄仁勋换上了一件新皮衣，谈话中多次提到芯片工艺技术逼近物理极 限，为了应对这个挑战，英伟达需要在半导体工艺之外做到更多。 本文字数：4318，阅读时长大约7分钟 作者 |第一财经 郑栩彤 刘佳 封图 |第一财经记者刘佳摄 英伟达走向了从芯片到整个计算机系统、数据中心的协同优化路径，在算力芯片之外看到更多。在对话 中，黄仁勋讲到英伟达在存储、能源、模型 ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints - The stock index futures market showed a normal oscillation on Wednesday, with short - term oscillations not changing the upward trend. Attention should be paid to the central bank's liquidity management and the possible impact of annual report performance announcements. There are structured opportunities in the L3 level, and positive factors exist in domestic computing power, AI applications, etc. [5] - The bond market may maintain a short - term oscillatory pattern due to factors such as risk preference recovery, supply concerns, and inflation expectations. It is recommended to wait and see before the main trend becomes clear. [10] - The container shipping index 02 contract is expected to maintain a high - level oscillation in the short term. Spot enterprises without shipping contracts before the Spring Festival can hold long hedging positions, and attention can be paid to the positive arbitrage opportunity between EC2604 and EC2608. [12][13] Summary by Related Catalogs Current Affairs - The Venezuelan interim government will transfer 30 - 50 million barrels of oil to the US, and the funds will be supervised by Trump [1] - China's Ministry of Commerce prohibits the export of dual - use items to Japanese military users [2] - The Trump administration is discussing plans to acquire Greenland, including purchase, free association agreement, and military means [2] - The People's Bank of China clarifies key tasks in 2026, including strengthening counter - cyclical and cross - cyclical adjustments, using various monetary policy tools, and strengthening financial market supervision [2] - Fed officials have different views on interest rates. Richmond Fed President Barkin advocates "fine - tuning" based on data, and Fed Governor Milan expects more than 100 basis points of interest rate cuts this year [3][4] - The US Supreme Court may rule on Trump's global tariff policy on January 9 [4] - Multiple departments held a symposium on the power and energy storage battery industry, focusing on anti - involution measures [4] - China's Ministry of Commerce is conducting an anti - dumping investigation on imported dichlorodihydrosilane from Japan [4] Stock Index Futures - On Wednesday, the market oscillated. The Shanghai Composite Index rose 0.05%, and the trading volume of the Shanghai and Shenzhen stock markets was 285.41 billion yuan. The performance of index futures varied, with some rising and some falling. [5] - Structured opportunities are expected in the L3 level, and positive factors exist in domestic computing power, AI applications, etc. Attention should be paid to sectors such as domestic computing power & equipment, automotive & robotics, AI applications, and non - bank finance, as well as themes like controllable nuclear fusion and brain - computer interfaces. [5][6] Bond Futures - On Wednesday, the central bank conducted 28.6 billion yuan of 7 - day reverse repurchase operations, with a net withdrawal of 50.02 billion yuan. The money market was loose, and risk sentiment suppressed the bond market, especially the ultra - long end. [9] - The bond market has been volatile recently due to risk preference recovery and supply concerns. Although there are some favorable factors for bond funds, the bond market allocation rhythm may slow down. A January reserve requirement ratio cut is still possible. [10] Container Shipping Index - On Wednesday, the container shipping index 02 contract fluctuated. Some funds took profits, and shipping companies lowered online freight rates, causing the index to decline. If the cargo volume is lower than expected, the spot freight rate may turn around at the end of January. [12] - Before the Spring Festival, the marginal support logic remains. Spot enterprises without shipping contracts can hold long hedging positions, and attention can be paid to the positive arbitrage opportunity between EC2604 and EC2608. [13] Future 24 - Hour Key Data - Tonight (January 7): At 21:30, pay attention to the change in US ADP employment in December. The previous value was 199,000, and the forecast value is 212,000. From January 8 to 14, the Bloomberg Commodity Index will conduct an annual weight re - balancing. [15] - Tomorrow (January 8): At 21:15, focus on the change in US ADP employment in December (the previous value was - 32,000, and the forecast value is 48,000). At 23:00, pay attention to the US ISM non - manufacturing index in December (previous value 52.6, forecast value 52.3) and the final value of the month - on - month change in US durable goods orders in October (previous value - 2.2%, forecast value - 2.2%). [16]

Group 1 - The core viewpoint highlights the significant growth potential in the smart connected vehicle market, targeting a market size of 11.5 billion by 2030, with a critical period identified between 2025 and 2026 [1] - The solid-state battery sector is experiencing a global race for dominance, with key milestones set for equipment specification in 2026 and mass production in 2027, indicating three main investment themes [1] - A price increase of 60% by overseas giants has sparked a bullish trend in the storage chip market, confirming the ongoing prosperity cycle [1] - NVIDIA is intensifying its investment in autonomous driving, leading to a potential revaluation of the industry chain [1]

Group 1 - Amazon Web Services (AWS) partners with Aumovio to enhance safety and intelligence in autonomous vehicles, with plans to deploy new technologies in Aurora's self-driving truck fleet by 2027 [2] - Amazon's Ring launches a commercial mobile surveillance trailer priced at $5,000, designed for monitoring outdoor spaces, featuring 360-degree cameras and optional solar power [2] - Xiaomi's Lei Jun announces the upcoming launch of the new generation SU7 luxury high-performance electric sedan in April, featuring enhanced safety, advanced intelligent chassis, and improved driving experience [3] Group 2 - The Nebula Next 01 Concept from Chasing Technology showcases a zero to hundred km/h acceleration time of under 1.8 seconds and a drag coefficient of 0.185, highlighting its advanced aerodynamic design [4] - The Nebula Next 01 Concept utilizes aerospace-grade materials and innovative door designs, achieving high structural integrity and safety standards with a torsional stiffness exceeding 45,000 Nm/degree [4]

Group 1 - The U.S. House Energy and Commerce Committee plans to hold a hearing on January 13 to discuss legislation aimed at simplifying the deployment process for autonomous vehicles [1] - There has been a longstanding division in Congress regarding legislation to address barriers to the deployment of autonomous taxis [2] - The National Highway Traffic Safety Administration (NHTSA) currently maintains existing safety regulations and has not approved exemption requests from major automakers [2] Group 2 - The upcoming hearing will review multiple proposals, including one to increase the annual cap on the number of autonomous vehicles deployed to 90,000 [4] - Automakers have expressed concerns that certain safety standards, such as requiring rearview mirrors or steering wheels, may not be necessary for autonomous taxis [4] - One proposed bill would prohibit states from establishing rules regarding autonomous systems, while another would require NHTSA to develop guidelines for calibrating advanced driver assistance systems [4] Group 3 - The autonomous driving industry has faced increased scrutiny following an incident in October 2023, where a pedestrian was severely injured by a self-driving vehicle from General Motors [5] - Investigations have been launched by NHTSA into autonomous vehicles operated by Waymo and Amazon's Zoox [5] - Since the Trump administration took office, there has been a push to promote the adoption of autonomous driving technology in the U.S. [6] Group 4 - NHTSA has indicated it will expedite the review of automakers' applications to deploy autonomous vehicles without human control [7] - Tesla launched a small autonomous taxi service in Austin, Texas, equipped with a safety monitoring system [7] - Mercedes-Benz announced plans to introduce a new advanced driver assistance system in the U.S. later this year, allowing vehicles to operate autonomously in urban areas under driver supervision [7]

1月6日，中山火炬工业集团官宣：近日，南京领行科技股份有限公司（T3出行）与中山火炬工业集团正式签署投资协议，标志 着总投资额达5亿元的T3出行大湾区生态总部项目成功落户中山火炬高新区。 1月6日，中山火炬工业集团官宣：近日，南京领行科技股份有限公司（T3出行）与中山火炬工业集团正式签署投资协议，标志 着总投资额达5亿元的T3出行大湾区生态总部项目成功落户中山火炬高新区。 据了解，该项目由中山市招商引资工作专班牵头对接，联合火炬高新区招商团队，共同引进的中山市首个融合智慧出行与无人 驾驶技术的区域总部，将围绕智能交通产业链生态，吸引上下游企业集聚，进一步提升区域产业竞争力和城市生活品质。 作为行业"国家队"与互联网巨头双重加持的头部企业，南京领行科技股份有限公司成立于2019年，核心股东涵盖中国一汽、东 风汽车、长安汽车等汽车行业领军企业，同时获得腾讯、阿里巴巴等互联网巨头战略投资，既是高新技术企业，更是行业内备 受瞩目的独角兽企业。此次落户中山的T3出行湾区生态总部，将重点建设大湾区运营管理与结算中心、自动驾驶（Robo-Taxi） 运营研发中心、低空服务运营中心及司机驿站等核心板块，通过一站式智慧出行服务 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 论文作者 | Xiaobao Wei等 编辑 | 自动驾驶之心 高斯泼溅的风，刮到了自驾的每个角落。 一大早看到了小米&杭电在泊车场景重建中的工作ParkGaussian。 相比英伟达3DGUT和OmniRe提升挺大，分享给大家。 泊车是自动驾驶系统（ADS）的关键任务，在车位拥挤且无GPS信号的环境中面临独特挑战。现有研究主要集中于二维车位感知、建图与定位，而三维重建领域的探 索仍显不足——该技术对于捕捉泊车场景中的复杂空间几何结构至关重要。单纯提升重建泊车场景的视觉质量并不能直接助力自动泊车，因为泊车系统的核心入口是 车位感知模块。 为解决这些局限，小米汽车联合杭州电子科技大学构建了首个专为泊车场景重建设计的基准数据集ParkRecon3D，其包含来自四台已完成外参标定的环视鱼眼相机的 传感器数据，以及密集的车位标注信息。在此基础上，本文提出了ParkGaussian框架，这是首个将3D高斯Splatting（3DGS）融入泊车场景重建的方案。为进一步提 ...