Group 1 - The company Best (300580.SZ) has confirmed through its subsidiary Yuhua Precision Machinery that it is actively involved in the linear motion components sector, which includes products such as high-precision ball screw assemblies, high-precision linear guideways, planetary roller screws, micro screws, and linear actuators [2] - The company is targeting high-end equipment manufacturing, automation, humanoid robotics, and intelligent connected vehicles as key growth areas for its product offerings [2]

每经记者｜段思瑶 每经编辑｜余婷婷 与此同时，部分企业在宣传中滥用"高阶智驾""零接管"等概念，刻意模糊"驾驶辅助"与"自动驾驶"界限，淡化系统局限，致使个别驾驶员放松警觉，出现长 时间脱手、分心等危险行为，酿成伤亡事故。 | | | L3级智能驾驶车即将"入市"，监管部门对已规模化量产搭载的组合驾驶辅助（即L2级智能驾驶）再次划定安全基线。 9月17日，工业和信息化部对《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准公开征求意见（以下简称《标准》），主要内容涉及提升产品能 力表现、强化安全保障要求、规范系统使用方式三个维度。 《标准》填补了我国组合驾驶辅助系统产品安全基线空白，为行业准入、质量监督和事后追溯提供关键技术依据。公开数据显示，今年1至7月，我国具备组 合驾驶辅助系统的乘用车新车销量为775.99万辆，同比增长21.31%，渗透率为62.58%，较上一年增加了6.5个百分点。 "组合驾驶辅助系统虽规模化应用，但仍存在产品性能缺乏统一基线、营销与使用环节风险外溢的问题。"《标准》中提到，受感知方案、控制策略及交互逻 辑差异影响，不同车企产品组合驾驶辅助系统在混合交通、占道施工等复杂场景下的可靠 ...

Group 1 - The company Best (300580) announced on September 18 that its wholly-owned subsidiary Yuhua Precision Machinery is fully laying out the linear motion components sector [1] - The product offerings include high-precision ball screw assemblies, high-precision linear guide assemblies, planetary roller screw assemblies, micro screws, and linear actuators [1] - The company aims to vigorously expand into mid-to-high-end equipment manufacturing, automation, humanoid robotics, and intelligent connected vehicles industries [1]

9 月 17 日，工业和信息化部就《智能网联汽车 组合驾驶辅助系统安全要求》强制性国 家标准公开征求意见，该标准填补了我国组合驾驶辅助系统产品安全基线空白，将为行业准 入、质量监督和事后追溯提供关键技术依据，有助于全面提升产品安全水平，切实保障人民 群众生命财产安全。 一、标准制定背景 当前，全球汽车产业加速向电动化、网联化、智能化转型，智能网联汽车作为未来汽车产 业发展的战略制高点，已成为培育新质生产力的重要载体和推动产业升级的核心引擎。 组合 驾驶辅助系统是指在其设计运行条件下持续地执行动态驾驶任务中的车辆横向和纵向运动控 制，且具备与所执行的车辆横向和纵向运动控制相适应的部分目标和事件探测与响应能力的 硬件和软件所共同组成的系统，能够 有效减轻驾驶负担、提升驾驶舒适性，已成为市场新车 型的亮点和消费者选购的重要考量。 今年 1 — 7 月，我国具备组合驾驶辅助系统的乘用车 新车销量为 775.99 万辆，同比增长 21.31% ，渗透率为 62.58% ，较上一年增加了 6.5 个百分点。 组合驾驶辅助系统的规模化应用为产业发展注入了新动能 ，但也同步带来了新的问题和 挑战： 一是产品性能缺乏统一基线。 ...

Group 1 - The core viewpoint of the news highlights the positive market response to Hezhima's stock, which saw a rise of over 6% due to recent developments in the intelligent driving sector in China [1] - The Ministry of Industry and Information Technology has released a draft for mandatory national standards on intelligent connected vehicles, establishing safety baselines for these products [1] - The government is promoting the industrial application of intelligent connected technology and has proposed conditional approval for L3 level vehicle production [1] Group 2 - According to Puyin International, the A1000 high-speed NOA solution is set to enter mass production in passenger vehicles starting in 2023, with extensive validation already completed [2] - Hezhima has deepened cooperation with core existing customers, expanding from driver assistance to cabin and driving integration, which is expected to significantly boost shipment volume and revenue by 2025 [2] - The company anticipates shipping over 300,000 A1000 units and is exploring potential growth opportunities through overseas projects and collaborations based on the C1200 series [2]

Group 1 - The stock of Hezhima Intelligent (02533) rose over 6% recently, with a current price of 20.26 HKD and a trading volume of 664 million HKD [1] - The Ministry of Industry and Information Technology of China has released a draft for mandatory national standards on intelligent connected vehicles, establishing a safety baseline for these products [1] - The draft requires that systems can only be activated under their designed operating conditions, indicating a regulatory push towards safer intelligent driving technologies [1] Group 2 - According to Puyin International, the high-speed NOA solution based on Huashan A1000 will begin mass production in passenger vehicles starting in 2023, having undergone thorough validation [2] - Hezhima Intelligent has deepened cooperation with core existing customers this year, expanding from driver assistance to cabin and driving integration [2] - The company is expected to benefit from the trend of domestic automakers accelerating the deployment of vehicles equipped with NOA features, with projected shipments of A1000 exceeding 300,000 units by 2025 [2]

智通财经APP获悉，速腾聚创(02498)早盘涨超8%，截至发稿，涨6.47%，报45.42港元，成交额8.24亿港元。 消息面上，9月9日，速腾聚创数字化激光雷达标杆产品EMX，面向多家车企客户正式开启批量交付。这标志着速腾聚创全新一代车载数字化激光 雷达平台EM平台全线产品，包括EMX、EM4及定制版本，已全面进入规模化量产阶段。据悉，EM平台已斩获全球8家头部整车厂45款车型定 点，速腾聚创累计定点订单车型数达到133款。此外，速腾聚创成为全球唯一接入英伟达三大生态(Jetson-机器人，Drive-自动驾驶，Omniverse-仿 真物理AI)的激光雷达企业。 值得注意的是，工信部公开就《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准向社会征求意见。分析人士指出，此次发布的征求意 见稿首次将激光雷达正式纳入中国智能网联汽车组合驾驶辅助系统的标准体系之中，其诸多设计客观上对车企选择感知架构提供了明确指引，强 调了激光雷达在特定场景下的独特价值。 | 食品饮料ETF | 游戏ETF | | --- | --- | | (产品代码:515170) | (产品代码: 159869) | | ★ 跟踪： ...

消息面上，9月9日，速腾聚创数字化激光雷达标杆产品EMX，面向多家车企客户正式开启批量交付。 这标志着速腾聚创全新一代车载数字化激光雷达平台EM平台全线产品，包括EMX、EM4及定制版本， 已全面进入规模化量产阶段。据悉，EM平台已斩获全球8家头部整车厂45款车型定点，速腾聚创累计定 点订单车型数达到133款。此外，速腾聚创成为全球唯一接入英伟达三大生态(Jetson-机器人，Drive-自 动驾驶，Omniverse-仿真物理AI)的激光雷达企业。 值得注意的是，工信部公开就《智能网联汽车 组合驾驶辅助系统安全要求》强制性国家标准向社会征 求意见。分析人士指出，此次发布的征求意见稿首次将激光雷达正式纳入中国智能网联汽车组合驾驶辅 助系统的标准体系之中，其诸多设计客观上对车企选择感知架构提供了明确指引，强调了激光雷达在特 定场景下的独特价值。 速腾聚创(02498)早盘涨超8%，截至发稿，涨6.47%，报45.42港元，成交额8.24亿港元。 ...

Domestic News - The Ministry of Industry and Information Technology is soliciting public opinions on the mandatory national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems," which aims to strengthen safety in the intelligent connected vehicle industry [2] - The Ministry of Industry and Information Technology released a development roadmap for new energy storage technologies, targeting over 180 million kilowatts of installed capacity by 2027, over 240 million kilowatts by 2030, and exceeding 300 million kilowatts by 2035 [3] - The Ministry of Commerce announced the establishment of five industry standardization technical committees, including those for the automotive circulation, resource recovery, service outsourcing, pharmaceutical circulation, and petroleum circulation industries [4] - The Chief Executive of Hong Kong, John Lee, announced support for the development of battery-swapping electric vehicles and automated battery-swapping station technologies, along with a plan to provide 3 billion HKD for high-speed charging stations by the end of 2028 [5] International News - The U.S. Department of Commerce is considering requests to impose tariffs on more imported automotive parts based on national security reasons, allowing domestic manufacturers and industry associations to request additional tariffs [6] - Japan's exports to the U.S. fell by 13.8% year-on-year in August, marking five consecutive months of decline, primarily due to decreased exports of automobiles and machinery [7] Company News - Chery Automobile plans to issue 297.4 million H-shares, with a pricing range of 27.75 to 30.75 HKD per share, and aims to complete pricing by September 23 [11] - GAC Group and Huawei have announced a new brand named "Qijing," which will focus on high-end intelligent new energy vehicles and will be officially launched soon [12] - Lantu Automotive has completed a name change to "Lantu Automotive Technology Co., Ltd." as a key step towards listing on the Hong Kong Stock Exchange [13] - Hello's Robotaxi business received strategic investment from Alibaba Group, indicating a deepening collaboration in autonomous driving and related technologies [14] - MOGOX and Tencent Cloud have formed a strategic partnership to enhance the capabilities of the MogoMind model and develop a city-level AI network [15] - EVE Energy has made technological advancements in solid-state batteries and plans to achieve breakthroughs in production processes by 2026, focusing on high-power and safe solid-state batteries for hybrid applications [16]

Core Insights - Audi has officially launched its first mass-produced model, the Audi E5 Sportback, with a price range of 235,900 to 319,900 yuan, produced at the SAIC Audi manufacturing base [1][4] - The introduction of the AUDI brand reflects a strategic shift to better align with the evolving demands of the Chinese market, as luxury car retail sales have seen a decline [2][5] - The Audi E5 Sportback features advanced technology, including the new AUDI OS operating system and a collaboration with Momenta for enhanced driving assistance capabilities [3][4] Group 1: Market Context - In August, luxury car retail sales in China dropped by 5% year-on-year, with luxury brand market share decreasing by 1.1 percentage points [2] - Traditional domestic brands and new energy vehicle manufacturers are increasingly competing in the luxury segment, prompting established brands like Audi to adapt [2][5] - The Audi E5 Sportback is positioned as a key model to meet the specific needs of the Chinese market, emphasizing a blend of German engineering and local digital innovation [2][3] Group 2: Product Features - The Audi E5 Sportback is equipped with the Qualcomm Snapdragon 8295 digital cockpit chip and features a highly interactive smart cockpit [3] - The vehicle includes a customized Audi assistant powered by a large language model, enhancing user interaction and control [3] - Audi has partnered with several Chinese suppliers, which strengthens its supply chain and allows for competitive pricing in the Chinese market [4][5] Group 3: Competitive Landscape - The official pricing of the Audi E5 Sportback positions it within the competitive 220,000 to 300,000 yuan range, where many domestic models are also vying for market share [4] - The market for new energy vehicles in China is highly competitive, with models like the Xiaomi SU7 and Tesla Model 3 actively competing in the same price bracket [4][5] - The Audi E5 Sportback received over 10,000 orders within 30 minutes of its launch, indicating strong market interest [5]