业内人士分析，随着全球智能手机市场回暖，高像素、潜望式和多摄模组需求持续增长，光学供应链企业有望迎来出货反弹。舜宇光学凭借技术积累及稳定 的客户结构，在高端摄像模组领域具备领先优势。 （文/罗叶馨梅）10月10日，舜宇光学科技（02382.HK）发布公告，披露公司9月主要产品出货量情况。数据显示，公司手机摄像模组出货量为4,852万件， 同比增长32%。 公告显示，舜宇光学9月手机镜头出货量为1.18亿件，同比下降1%；车载镜头出货量1,166万件，同比增长25%。公司表示，手机摄像模组出货增长主要得益 于部分旗舰机型项目出货增加，以及新产品结构优化带动整体出货规模提升。 舜宇光学是国内光电行业龙头企业，业务涵盖光学镜头、摄像模组、车载镜头等领域。近年来，公司持续加大在高端手机光学模组、车载镜头及AR/VR光 学系统的研发投入，提升产品竞争力与客户渗透率。 在车载业务方面，随着智能驾驶渗透率提升，摄像头模组应用需求显著扩大。舜宇光学通过优化车规级镜头产品结构和产能布局，进一步增强了在智能汽车 光学系统领域的竞争力。 市场分析指出，受益于终端新品发布及汽车电子业务稳健增长，舜宇光学下半年业绩有望持续改善。公司未 ...

新能源车企激战智驾正酣之际，小鹏汽车(09868)传出智驾一号位换帅的消息。 近日，小鹏汽车自动驾驶中心发布内部信，李力耘不再担任自动驾驶中心负责人，世界基座模型负责人 刘先明接替该职位。 刘先明于2024年3月加入小鹏汽车，担任AI团队负责人。此前，他在2016年于伊利诺伊大学厄巴纳-香槟 分校电气和计算机工程专业博士毕业后，曾任职于Meta、通用汽车旗下的自动驾驶公司Cruise等，担任 机器学习与计算机视觉领域的研究工作。 在小鹏任职期间，刘先明推动了自动驾驶技术向AI大模型方向的演进。在今年6月的CVPR WAD上，他 发表了题为《通过大规模基础模型实现自动驾驶的规模化》的演讲，系统地介绍了小鹏汽车自研的业界 首个超大规模自动驾驶基座模型的历程和方法。 历经多次主将更换的小鹏汽车自动驾驶业务，也落地了不少进展。早在2022年9月，小鹏率先在广州开 启城市NGP(智能导航辅助驾驶)试点，高阶智能驾驶由此在城市场景量产落地。在此之后，NGP可以说 成为了小鹏自动驾驶的核心卖点，截至2024年初XNGP在全国243座城市全面开通，可用道路里程达56.9 万公里。 战略上，小鹏的自动驾驶业务也在深化，从202 ...

Core Insights - The leadership changes in the autonomous driving divisions of Xiaopeng Motors and NIO indicate a competitive evolution in the smart driving landscape, with both companies adjusting their strategies to enhance their technological capabilities [2][19]. Group 1: Leadership Changes - Xiaopeng Motors announced that Li Liyun, the former head of the autonomous driving center, will be replaced by Liu Xianming, who previously led the world foundation model team [1][2]. - Liu Xianming, who joined Xiaopeng Motors over a year ago, has a background in machine learning and computer vision, having worked at Facebook and Cruise [6][8]. - NIO's autonomous driving team also experienced significant personnel changes, with multiple key executives leaving, including the head of the world model and the product lead for autonomous driving [2][19]. Group 2: Strategic Focus - Liu Xianming's promotion reflects Xiaopeng's commitment to advancing its world foundation model, which is crucial for achieving higher levels of autonomous driving capabilities [13][14]. - The world model developed by Liu's team has a parameter scale of 72 billion, significantly larger than current mainstream VLA models, and is designed to enhance the vehicle's understanding of complex environments [14][16]. - The shift in leadership at both companies suggests a strategic pivot towards different technological approaches, with Xiaopeng focusing on the world model and NIO restructuring to improve its AI integration and delivery efficiency [17][19]. Group 3: Industry Dynamics - The autonomous driving sector is witnessing a bifurcation in technological approaches, primarily between VLA (Vision-Language-Action) and world model architectures, with different companies aligning with one of these strategies [17][18]. - The recent changes in leadership and organizational structure across various companies indicate a new phase of competition in the smart driving field, as firms seek to establish their technological dominance [20].

Group 1 - Avita and Huawei plan to jointly launch 17 products by 2030, including sedans, SUVs, and MPVs, with 5 upgraded models expected to debut in 2026 [2] - Avita signed a share transfer agreement with Huawei in August 2024, agreeing to purchase 10% of the shares of Yingwang for RMB 11.5 billion, with the first payment of RMB 2.3 billion completed in October 2024 [2] - The second payment of RMB 5.75 billion was completed by Avita in February 2025, and the transfer of the 10% stake was finalized by March 31, 2025 [2] Group 2 - Leap Motor released teaser images of its luxury flagship SUV D19, which will have its global debut on October 16, featuring a laser radar on the roof and large continuous front and rear lights [2] Group 3 - Xiaomi's automotive division has published a patent aimed at enhancing the safety of intelligent driving, focusing on generating driving scene data with semantic consistency to improve training data richness and driving accuracy [4] Group 4 - In September, South Korea's imported car sales increased by over 30% year-on-year, with a total of 32,834 new registrations, up from 24,839 in the same month last year [4] - Tesla maintained the top sales position for the third consecutive month in South Korea, selling 9,069 vehicles, with the Model Y being the best-selling model at 8,361 units [4]

点 击 蓝 字 关 注 我 们 本文全文共 2470 字，阅读全文约需 8 分钟 本月将有4款重磅新车上市，它们分别是 极氪 001、捷途纵横G700、smart精灵 #5 EHD 和 奔驰纯电CLA | No. 生产厂商 | 产品 | 级别 | 工改模 预上市时间 | 亮点 | 125 217 2017 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026 款极氪 001 在动力、续航、 | 智能驾驶等方面都有显著升级。在 | 吉利汽车 | 极氪 001 | 绝电 | 改款 | | | | | B Sedan | 2025/10/11 | 1 | 智能辅助驾驶领域,搭载了Thor-U | 芯片, 复力高达700TOPS | | | | | | 搭载华为乾鳥智驾 ADS 4. 拥有 | 个激光雷达、3个4D 毫米波雷达、 | | | | | | | | | 新车 | 2 | 音瑞气车 | 捷途从積 G700 | 梅电 | C SUV | 2025/10/19 | 11 个高清摄像头等 27 个感知元件, | 可实现全场景智 ...

Core Viewpoint - The company is actively engaged in the advanced driving assistance systems (ADAS) sector, with its automatic emergency braking system (AEBS) being a key product that has entered mass production and sales [2]. Group 1: Company Developments - The AEBS product primarily serves commercial vehicle customers, indicating a focus on enhancing safety in this segment [2]. - Currently, there is no substantial business collaboration between the company and the automotive brand Seres (赛力斯问界) [2]. Group 2: Industry Context - The company's initiatives in the ADAS field reflect a broader trend in the automotive industry towards improving vehicle safety through advanced technology [2].

Core Viewpoint - The company focuses on four business sectors: smart government affairs, intelligent manufacturing, smart cities, and smart healthcare, emphasizing technology research and market development [1] Business Segments - The company has independently developed intelligent anesthesia robots for the healthcare sector and intelligent loading and paving robots for the construction sector [1] - The company's high-speed machine vision and intelligent analysis technology have broad applicability across multiple industry fields [1] Current Business Focus - Currently, the company does not have any business related to intelligent driving or humanoid robots [1]

本文来自微信公众号：真的不二，作者：真的不二，原文标题：《无人驾驶会是神州租车们的第二曲线 么？》，题图来自：AI生成 站在我国电动汽车销售渗透率接近60%，L3智能化即将获批普及的前夜，租车市场被出行平台和OTA们 卷到微利，当全社会都在讨论无人驾驶对大家生活的影响和改变的当下，不难理解租车公司们，正试着 为自己的未来寻找答案。 这些年，租车品牌商们的日子一直不太好过，在经历了2019年新车滞销降、2020年的疫情和新能源车大 规模普及，租车公司的核心利润品——二手车残值价差不断被挤压，已经变成微利生意。加上近年来， 更多的出行平台、OTA进入租车领域，行业竞争加剧，价格卷到新高度。 在这样焦灼的背景下，无人驾驶成为品牌商家一次面向未来的战略尝试，变得非常容易理解。那无人 车，会是租车公司的第二曲线么？ 答案却是否定的。 从国家政策层面看，司机们的再就业问题没解决，技术大规模普及不具备条件。国家需要平衡自动驾驶 技术升级和超千万从业人群的再就业问题。如果没有足够的产业容纳大规模人口再就业，估计很多人会 考虑离开城市生活，这对国家的经济发展、城镇化都是不小的影响。 而自动驾驶技术的升级路径里，私家车升级实现更 ...

民生证券指出，9月车市保持增长，价格体系趋于稳定。乘联会初步推算本月狭义乘用车零售总市场规 模约为215.0万辆左右，同比+2.0%，环比+6.5%，其中新能源零售预计可达125万，渗透率约为58.1%。 智能化能力将成为车企竞争的重要因素，随着特斯拉FSD使用率拐点显现，自主新势力城市辅助驾驶加 速落地，智能驾驶正逐步迎来技术、用户接受度和商业模式的三重拐点。端到端技术推动智驾能力飞 跃，智驾平权为核心主线，小鹏和华为系为代表的车企持续进行智驾迭代及推广，标配智驾时代已来。 展望2025年，智驾技术进步有望降低硬件门槛，将智驾应用在20万以内的主流市场，车企有望通过平价 智能化对合资品牌形成差异化优势。 （文章来源：每日经济新闻） 智能汽车ETF（159889）跟踪的是CS智汽车指数（930721），该指数从A股市场中选取涉及智能驾驶、 车联网等领域的上市公司证券作为指数样本，覆盖从硬件到软件的全产业链环节，以反映智能汽车产业 代表性企业的整体表现。该指数具有显著的科技创新特征，能够较为全面地体现智能汽车相关上市公司 证券的市场走势。 ...

18亿元，四维图新（002405）（002405.SZ）正在推进A股市场第一大智驾并购案例。 上月底，四维图新发布公告，公司拟对PhiGent Robotics Limited（以下简称"鉴智开曼"）进行投资并提 供财务资助，以获得鉴智开曼39.14%的股份，成为其第一大股东。 上述交易总价达18亿元，这一交易金额将成为A股市场第一大智驾并购案例。 四维图新称，交易完成后，鉴智开曼将成为公司旗下智驾业务平台，有助于抢抓智驾行业爆发的历史性 机遇。 本次交易或将重塑国内智驾市场格局。目前，百度、华为、Momenta以及以比亚迪（002594）为首的车 企占据了大部分智驾市场份额。四维图新的加入，将使得市场竞争更加激烈。 备受关注的是，四维图新的本次交易，涉及将子公司注入鉴智开曼，将为公司带来约15亿元的投资收 益。这将大幅改善公司经营业绩。2025年上半年，四维图新亏损3.11亿元。 四维图新积极投身研发。2025年上半年，公司研发投入6.55亿元，占营业收入的37.19%。 增资+注入资产收购 四维图新大手笔收购资产，加码智驾业务布局。 根据公告，四维图新分两步完成对鉴智开曼的投资，即现金增资及资产注入。 基 ...