在自动驾驶技术布局上，奔驰同时深化与中国本土企业的合作。2025年9月，奔驰与中国无人驾驶技术初创公司Momenta达成协议，将其技术引入奔驰在中 国的全新电动CLA车型，覆盖高速公路、城市街道及停车场景的驾驶辅助功能。有知情人士透露，Momenta技术最终将配备于奔驰40款车型。值得注意的 是，宝马也于2025年6月与Momenta签署类似协议，将其技术应用于中国市场的Neue Klasse电动车型，Momenta已完成对BBA的战略布局，成为德系豪华车 企在华智驾核心供应商。 资本层面，奔驰近期完成了对中国智驾企业的股权布局。2025年12月24日，千里科技发布公告显示，其股东重庆力帆控股协议转让公司股份事宜完成过户， 梅赛德斯-奔驰(上海)数字技术有限公司正式成为千里科技持股3%的股东。此次股份转让源于力帆控股未按约定完成股票质押回购交易，根据相关重整计 划，力帆控股将135,633,002股千里科技无限售流通股以9.87元/股的价格转让给奔驰数字技术，用于偿还债务。过户完成后，力帆控股持股比例从13.68%降 至10.68%。 据悉，奔驰此次重点发力的L2+级系统为其在2026国际消费电子展（CES） ...

Group 1 - Dongfeng Motor Group is adjusting its layout in the intelligent connected vehicle sector, with a significant increase in registered capital for Dongfeng Yuyou Technology Co., Ltd. from approximately 79.3 million to about 380 million yuan, a growth of 378% [1] - The leadership change at Dongfeng Yuyou, with Tang Jing stepping down as chairman and Zhan Xin taking over, signals a strategic shift as the company aims to accelerate the development of its intelligent driving platform [1][2] - Zhan Xin's extensive experience within the Dongfeng system, including roles in technology research and development, positions him as a suitable leader to enhance collaboration between Dongfeng Yuyou and the group's R&D framework [1][2] Group 2 - Dongfeng Yuyou has primarily focused on technology validation and government collaboration projects from 2020 to 2023, but the industry is entering a commercialization phase post-2025, necessitating a leader with both technical understanding and commercial drive [2] - The restructuring of the R&D system at Dongfeng aims to integrate dispersed technical resources, with Zhan Xin's leadership expected to bridge the gap between technology platforms and practical applications [3] - Dongfeng Group's vehicle sales have stagnated, with a reported total of 1.8962 million units sold in 2025, a mere 0.01% increase compared to previous years, falling short of the 3 million target set at the beginning of the year [3][5] Group 3 - The decline in sales of joint venture brands, such as Dongfeng Nissan and Dongfeng Honda, has prompted Dongfeng Group to accelerate its transition towards independent brands and new energy vehicles [4] - In 2025, Dongfeng's new energy vehicle sales are projected to exceed 500,000 units, reflecting a year-on-year growth of 46.62%, with notable performances from brands like Lantu and Mengshi Technology [5] - Dongfeng Group has set an ambitious sales target of 3.25 million vehicles for 2026, an 8% increase from the previous year's target, despite facing significant pressure from current sales figures [5]

Group 1 - The smart driving sector has seen significant trading activity since 2026, driven by the gradual implementation of L3-level autonomous driving regulations, decreasing hardware costs, the empowerment of AI large models, and the commercialization of smart driving [1] - The smart driving ETF (516520) has attracted a total of 503 million yuan since 2026, with an average daily trading volume of 228 million yuan, representing a 660% increase compared to the average daily trading volume in 2025 [1] - On January 14, 2026, the Shanghai Municipal Economic and Information Commission and other departments issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which aims to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness through nine key tasks [1] Group 2 - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which reflects the overall performance of companies in the smart car industry, with the top five sub-industries being automotive parts (24.0%), semiconductors (19.6%), passenger cars (14.4%), software development (11.3%), and communication equipment (7.1%) [2] - The fund manager of the smart driving ETF, Huatai-PB Fund, is one of the first ETF managers in China, having launched the Huatai-PB CSI 300 ETF (510300), which has a current scale of 429.7 billion yuan and is highly active in the market [2] - The Huatai-PB CSI 300 ETF will implement a cash dividend of 1.23 yuan per 10 fund shares, with a total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single cash dividends in domestic ETFs [2]

Core Insights - Tesla's Full Self-Driving (FSD) technology has demonstrated its capability by completing a 4,397 km journey across the U.S. without human intervention, showcasing its stability in complex driving conditions [1] - The competition in the autonomous driving sector is intensifying, particularly in China, where several companies are facing significant challenges, leading to a consolidation of players [1] - The industry consensus is that by 2026, only two to three companies will emerge as leaders in the autonomous driving space [1] Group 1: Tesla's Technological Advancements - Tesla's FSD V12 and V14 represent critical turning points, with V12 proving the feasibility of a model-driven end-to-end approach, prompting the industry to shift towards this model [2] - FSD V14 addresses the limitations of previous versions by integrating a reasoning capability, leading to a potential unification of L2 and L4 development paradigms [2] Group 2: Competitive Landscape in China - Companies like Horizon Robotics, Zhaojun Technology, and WeRide are emerging as strong competitors, with Horizon completing a significant technology architecture switch and launching its HSD model [3][4] - WeRide has shifted focus from L4 Robotaxi to L2+ solutions, achieving rapid development and production timelines [3] - Zhaojun Technology has adopted an aggressive strategy by completely overhauling its previous technology framework to focus on end-to-end solutions [4] Group 3: Industry Trends and Challenges - The industry is witnessing a shift from rule-based to model-driven approaches, with VLA (Vision-Language-Action) models gaining traction among manufacturers like Xpeng and Li Auto [5][6] - Huawei is taking a different approach by rejecting VLA in favor of WA (World Action) models, emphasizing the need for a more streamlined process [6] - The competition is expected to intensify as companies strive to secure sufficient data and funding to support their autonomous driving technologies [10][11] Group 4: Future Outlook - The autonomous driving sector is entering a phase of stricter regulations and increased competition, with a focus on L2+ and urban navigation assistance (NOA) as immediate priorities for many companies [12] - By 2026, the market is anticipated to narrow down to a few key players, with Huawei currently leading the pack, followed by Horizon, Momenta, and WeRide [12][13]

Group 1 - The smart driving sector has seen significant trading activity since 2026, driven by the gradual implementation of L3-level autonomous driving regulations, decreasing hardware costs, the open-source empowerment of AI large models, and the commercialization of smart driving [1][5] - The smart driving ETF (516520) has attracted a total of 503 million yuan since 2026, with an average daily trading volume of 228 million yuan, representing a 660% increase compared to the average daily trading volume of 30 million yuan in 2025 [1][5] - On January 14, 2026, the Shanghai Municipal Economic and Information Commission and other departments issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which outlines nine key tasks to accelerate the transformation of autonomous driving technology innovation into industrial competitiveness [1][6] Group 2 - The action plan aims to cultivate industry-leading autonomous driving large models, with L2 and L3-level vehicles accounting for over 90% of new car production, and L4-level autonomous vehicles achieving mass production [2][6] - The smart driving ETF (516520) closely tracks the CSI Smart Car Theme Index, which reflects the overall performance of companies in the smart car industry, with the top five secondary industries being automotive parts (24.0%), semiconductors (19.6%), passenger cars (14.4%), software development (11.3%), and communication equipment (7.1%) [2][6] - The fund manager of the smart driving ETF, Huatai-PB Fund, is one of the first ETF managers in China, having launched the Huatai-PB CSI 300 ETF (510300), which has a current scale of 429.7 billion yuan and is highly active in the market [2][6] Group 3 - The Huatai-PB CSI 300 ETF (510300) announced a cash dividend of 1.23 yuan per 10 fund shares, with a total dividend amount expected to approach 11 billion yuan, potentially setting a new record for single dividends in domestic ETFs [3][7]

Core Viewpoint - Nvidia is launching a comprehensive offensive in the autonomous driving sector with its open-source VLA model, Alpamayo, which aims to enhance decision-making capabilities in vehicles while providing a robust framework for car manufacturers to develop their own solutions [5][8][10]. Group 1: Nvidia's Innovations - The VLA model (Vision-Language-Action) transforms sensor data into language and symbols, allowing for better decision-making in autonomous driving, thus avoiding the "black box" issue prevalent in previous models [7][9]. - Alpamayo is the first open-source VLA model, enabling car manufacturers to customize it based on their data and requirements, effectively lowering development barriers while ensuring algorithmic differentiation [10][22]. - Alongside Alpamayo, Nvidia provides a simulation framework (AlpaSim) and a dataset (Physical AI) with over 1727 hours of driving data, creating a comprehensive toolkit for developers [11][13]. Group 2: Competitive Landscape - Other companies, including Xiaopeng and Li Auto, are also developing VLA models, indicating a competitive rush in the autonomous driving technology space [9][10]. - Tesla's Full Self-Driving (FSD) system appears to adopt a similar VLA-like architecture, highlighting the competitive dynamics between Nvidia and Tesla in the autonomous driving market [9][10]. Group 3: Nvidia's Business Strategy - Nvidia's automotive business, while dominant in high-level autonomous driving, has not yet met revenue expectations compared to its data center market performance, indicating a need for strategic adjustments [15][20]. - The company aims to provide a "nanny service" approach, offering detailed guidelines and tools for car manufacturers to develop their own autonomous driving algorithms without Nvidia directly engaging in project execution [21][22]. - The strategy focuses on enhancing the richness of software toolkits while maintaining a distance from direct involvement in custom algorithm development, thus preserving Nvidia's core business model of selling standardized chips [22][24].

Market Performance - On January 15, the autonomous driving sector showed strong performance, with companies like Weidi Co., Suoling Co., and others hitting the daily limit up [1] - Notable stock movements included Shenglu Communication (+9.97%), Weidi Co. (+10.00%), Hengshuai Co. (+8.44%), and others showing significant gains [2] Events - On January 14, Shanghai's Economic and Information Commission, Transportation Commission, and Public Security Bureau jointly issued the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," aiming for L4 autonomous driving applications by 2027, targeting over 6 million passengers and 800,000 standard containers, with a designated area of 2,000 square kilometers [3] - Tesla CEO Elon Musk announced that starting February 14, the global market will stop selling the one-time purchase version of FSD (Full Self-Driving) capability, transitioning to a monthly subscription model [3] - On January 5, NVIDIA released the Alpamayo series of open-source AI models and simulation tools, introducing the industry's first open large-scale inference VLA model to support L4 autonomous driving [4] Institutional Insights - The combination of L3 access and L4 scenario expansion is catalyzing the industry towards a critical phase of large-scale implementation, with Shanghai's plan providing a clear policy path for commercialization [5] - The intelligent driving industry chain has formed a closed-loop collaboration from perception to execution, with a rapid increase in penetration rates expected to drive market expansion [5] - The global ADAS market is projected to grow from $34.65 billion in 2024 to $66.56 billion by 2030, with an annual growth rate of 12.2% [6] - The automotive sensor market is expected to increase from $30.8 billion in 2023 to $62.2 billion by 2028, indicating strong growth potential for domestic supply chains in perception hardware and domain control platforms [6]

Core Insights - The article emphasizes the importance of a comprehensive community for autonomous driving, providing resources, learning paths, and networking opportunities for both beginners and advanced practitioners in the field [7][22]. Group 1: Community and Learning Resources - The "Autonomous Driving Heart Knowledge Planet" is a community that integrates video, text, learning routes, Q&A, and job exchange, aiming to grow from over 4,000 to nearly 10,000 members in two years [7][22]. - The community offers nearly 40 technical routes, significantly reducing search time for those interested in industry applications or the latest VLA benchmarks [9][23]. - A full-stack learning curriculum is available for beginners, covering various aspects of autonomous driving technology [15][23]. Group 2: Technical Insights and Developments - Recent advancements include Waymo's base model sharing, discussions on Tesla's end-to-end challenges, and insights from the Horizon Technology Ecology Conference [6][11]. - The community has compiled a comprehensive list of open-source projects, datasets, and simulation platforms relevant to autonomous driving, aiding quick onboarding for newcomers [23][39]. - Key topics discussed include end-to-end autonomous driving, multi-modal large models, and the integration of various sensor technologies [43][49][51]. Group 3: Industry Engagement and Networking - The community regularly invites industry leaders for discussions on development trends and technical challenges in autonomous driving [11][99]. - Members can freely ask questions regarding career choices and research directions, fostering a supportive environment for professional growth [96][102]. - The platform facilitates job referrals to various autonomous driving companies, enhancing employment opportunities for its members [16][27].

转自：人民日报 原标题：产销连续3年保持3000万辆以上规模 汽车产业竞争力源自硬实力（经济聚焦） 安徽省合肥市新桥智能电动汽车产业园，一辆新车下线。 新华社记者 黄博涵摄 重庆市沙坪坝区三峡广场，市民在试驾新能源汽车。 孙凯芳摄（影像中国） 数据来源：中国汽车工业协会 制图：汪哲平 核心阅读 电动化技术持续进阶、前沿技术加快应用、反内卷措施先后落地……我国汽车产销量持续增长。亮眼成 绩单，折射出我国经济顶压前行、向新向优发展的强大韧性和澎湃动能。 近千台工业机器人组成"钢铁森林"，在自研数字化底座和AI视觉"天眼"加持下，实现冲压精度1.8微 米、焊装自动化率100%……走进51秒下线一台整车的比亚迪深汕工厂，紧张有序的生产场景映入眼 帘。 "方程豹钛7上市80天，累计销量突破5万台，成交均价超21万元，2025年12月销量超过3.4万台。"方程 豹汽车总经理熊甜波说。 电动化技术持续进阶，消费者补能焦虑大幅缓解，让新能源汽车对传统燃油车替代进程持续推进。2025 年，我国新能源汽车产销分别完成1662.6万辆和1649万辆，同比分别增长29%和28.2%，新能源汽车新 车销量达到汽车新车总销量的47.9% ...

Core Viewpoint - Zhejiang Shibao (002703) saw a significant increase of over 7%, currently trading at 6.24 HKD with a transaction volume of 221 million HKD, driven by the announcement of the "Mosu Zhixing" action plan for advanced autonomous driving in Shanghai [1] Group 1: Policy Developments - The Shanghai Municipal Economic and Information Commission, along with other authorities, released an action plan aimed at accelerating the transformation of autonomous driving technology into industrial competitiveness [1] - The action plan outlines three main areas with nine key tasks, including promoting the application of driverless equipment, enhancing autonomous driving data monitoring platforms, and expanding open areas for autonomous driving [1] Group 2: Industry Progress - Significant advancements in high-level autonomous driving were noted at the end of last year, marking a substantial step towards the commercialization of L3/L4 levels [1] - The Ministry of Industry and Information Technology in China conditionally approved the first batch of L3 level autonomous driving mass production vehicles, while Tesla's Model Y Robotaxi was observed operating unsupervised in Austin, USA [1] - Nvidia recently launched an autonomous driving model platform, indicating ongoing progress in the Robotaxi industry [1] Group 3: Future Outlook - According to Guosen Securities, the combination of policy support, technological advancements, and cost catalysts is expected to lead to a pivotal moment for L4 autonomous driving in 2026 [1]