重庆市经济和信息化委员会副主任涂兴永称，重庆当前车路云一体化应用试点范围已超5000平方公里， 道路里程超2500公里，率先建成标准化城市级云控基础平台，实现94个应用生态服务接口开放共享，直 连通信建设规模和车辆推广数量居全国前列。 在东风汽车集团有限公司原董事长竺延风看来，汽车产品正经历从集成机械技术高效的、点对点的个性 化交通方式，到集移动办公、休闲娱乐、社交互动于一体的第三生活空间，再到有温度、会思考、能决 策的移动智能体转变。在这一变革中，传统的汽车边界正在被打破，全新的生态系统不断被构建，车路 云一体化让汽车与交通、城市实现深度互联。 伴随人工智能、大数据等技术的突飞猛进，智能网联汽车已成为全球汽车业新的竞争高地。自2024 年7月全国20个城市（联合体）确定为首批车路云一体化应用试点以来，我国在推进车路云一体化发展 上取得诸多成效，为全球智能网联汽车发展贡献中国方案。 我国智能网联汽车已实现全球"并跑" 据工业和信息化部装备工业发展中心主任瞿国春介绍，今年1～7月，我国具备L2级组合驾驶辅助功能 的乘用车销量约776万辆，渗透率已达62％。目前，我国已累计开放测试示范道路3.5万公里，发放测试 ...

Core Viewpoint - The commercialization of Robotaxi is accelerating globally, but the reliance on single-vehicle intelligence models is limiting scalability due to the lack of road-side collaborative perception. The company, Wuhan Ligong Optical Technology Co., Ltd., is addressing this issue with its core technology in grating array sensing, enabling real-time, all-weather perception of road conditions and traffic status [3][5]. Group 1: Technology and Applications - The company has implemented smart pavement and structural health monitoring systems across various highways, airports, and major bridge projects, transitioning traffic safety from reactive to proactive measures [3][8]. - At Hubei Ezhou Huahu International Airport, nearly 50,000 grating array sensors have been embedded in the runway, allowing for comprehensive, real-time monitoring and service capabilities [4][6]. - The company's optical fiber sensing technology allows for high-density data collection without significantly increasing costs, enhancing the monitoring capabilities compared to traditional methods [4][5]. Group 2: Market Potential and Development - The integration of "vehicle-road-cloud" systems is still heavily focused on single-vehicle intelligence and cloud data analysis, with limited road-side perception methods currently available [5][9]. - The company is collaborating with partners to develop smart pavement systems that can monitor road hazards and operational status, aiming to minimize casualties and property damage during natural disasters [8][9]. - With over 180,000 kilometers of highways in China, there is significant market potential for the deployment of optical fiber sensing technology, although engineering application challenges remain [8][9].

"泰州发布"消息，11月9日，泰州市召开做好"苏超夺冠"后半篇文章工作部署会，围绕如何放大"苏超夺 冠"效应，做好"后半篇文章"进行专题部署。 泰州市委书记姜冬冬指出，今年的"苏超"，泰州队一路黑马成功夺冠，以逆袭传奇创造了建市近30年来最 具影响力的破圈爆点，不仅为泰州带来巨大的流量，更是一种永不言败的自我超越，充分展现了泰州奋进 之城的良好形象。 姜冬冬强调，要按照大抓经济、大抓产业、大抓项目"三个大抓"的既定安排，强执行、强配合、强担当， 真正把赛事"流量"转化为消费"留量"、发展"增量"，努力书写从"夺一次冠"到"兴一座城"的精彩篇章。 11月11日，当地媒体评论指出，"如何将一次夺冠的泼天流量转化为城市发展的持久动力，实现从赛事出 圈到城市出彩、从一战成名到持久荣耀，是当下泰州迫切需要思考的课题。"从近期一系列动作来看，泰 州已在积极行动。 比如交通方面，作为江苏最后一个未通高铁的地级市，泰州正致力打造长三角区域性综合交通枢纽城市， 以北沿江高铁、盐泰锡常宜铁路为骨干的"十"字形高铁正逐步落地。今年，泰州市铁路建设计划投资71.2 亿元，截至目前累计完成投资56.4亿元，铁路建设投资位居江苏全省前列 ...

泰州市委书记姜冬冬指出，今年的"苏超"，泰州队一路黑马成功夺冠，以逆袭传奇创造了建市近30年来最具影响力的破圈爆点，不仅为泰州带来巨大的流 量，更是一种永不言败的自我超越，充分展现了泰州奋进之城的良好形象。 姜冬冬强调，要按照大抓经济、大抓产业、大抓项目"三个大抓"的既定安排，强执行、强配合、强担当，真正把赛事"流量"转化为消费"留量"、发展"增 量"，努力书写从"夺一次冠"到"兴一座城"的精彩篇章。 解读：作为一座在江苏省内存在感不高的城市，自"一黑到底"拿下苏超冠军以来，泰州的喜庆氛围已经到了"奖状贴脑门上"的程度： 不仅"苏超冠军城 泰州欢迎您"这里是泰州 我们是冠军"等标语随处可见，泰州还正在加紧打造"冠军之城"新地标，建设冠军奖杯打卡点。 每经记者｜刘艳美 每经编辑｜杨欢 "泰州发布"消息，11月9日，泰州市召开做好"苏超夺冠"后半篇文章工作部署会，围绕如何放大"苏超夺冠"效应，做好"后半篇文章"进行专题部署。 如何做好"苏超夺冠"后半篇文章，则是泰州近期关注的焦点。 梳理公开信息，除11月9日的部署会外，11月7日，泰州市委就曾召开专题会议，研究做好"苏超夺冠"后半篇文章。会上，姜冬冬谈到，要承接 ...

Core Insights - The automotive industry is undergoing a profound transformation centered around electrification, intelligence, and connectivity, with connectivity reshaping product forms and the industry ecosystem [1] - 2025 is identified as a critical year for the industry's transformation, with policies and technologies advancing simultaneously to lay the groundwork for connectivity development [1] Connectivity Development - Initially, automotive connectivity was limited to basic communication and entertainment needs, lacking systematic applications and relying heavily on simple connections [2] - The shift from "auxiliary functions" to "core engines" of automotive competitiveness has been achieved through the integration of 5G, IoT, and big data, enabling real-time information exchange and improved travel efficiency [2] Interior Cabin Transformation - The transformation of the vehicle interior reflects the deep impact of connectivity, with features like central control screens and multi-modal interaction methods enhancing user experience [3] - The vehicle interior is evolving into a multi-functional space for work, entertainment, and rest, supported by integrated software and hardware resources [3] Regulatory Framework and Market Growth - By 2025, a comprehensive regulatory framework will support the large-scale implementation of smart connected vehicles, with numerous national and industry standards established [4] - The market for smart connected vehicles is expected to experience explosive growth, with significant increases in new car sales and connectivity configurations becoming a core consideration for consumers [4] Business Model Evolution - The automotive business model is shifting from one-time hardware sales to providing full lifecycle services, with companies establishing ongoing service relationships with users [5] - Revenue models are diversifying, allowing for subscription-based access to enhanced vehicle features and integrated entertainment content [5] Future Outlook - By 2026, significant advancements in connectivity technology are anticipated, with a projected 50% penetration rate for 5G vehicles and 7.5% for C-V2X direct communication vehicles [6] - The automotive industry is expected to integrate deeply with various sectors, transforming vehicles into smart hubs that connect various aspects of daily life [7]

Core Insights - The automotive industry is undergoing a profound transformation centered around electrification, intelligence, and connectivity, with connectivity reshaping product forms and the industry ecosystem [1] - 2025 is identified as a critical year for the industry's transition, with policies and technologies advancing simultaneously to lay the groundwork for connectivity development [1] Connectivity Development - Initially, automotive connectivity was limited to basic communication and entertainment needs, lacking systematic applications and relying heavily on mobile devices [2] - The shift from "auxiliary functions" to "core engines" of automotive connectivity has been facilitated by the integration of 5G, IoT, and big data, creating a high-speed interconnected network [2] - "Vehicle-road-cloud integration" has become the mainstream direction, enabling vehicles to access real-time traffic information and optimize decision-making through cloud computing [2] Interior Cabin Transformation - The transformation of the vehicle interior reflects the deep impact of connectivity, with features like central control screens and multi-modal interaction methods becoming standard [3] - The vehicle interior is evolving into a multi-functional space for work, entertainment, and rest, with new modes like X-Play and X-Sleep catering to diverse user needs [3] - Enhanced data security measures are being implemented to protect user information amidst increasing data exchanges [3] Regulatory Framework and Market Growth - By 2025, a comprehensive regulatory framework for intelligent connected vehicles is being established, with 88 national and industry standards published [4] - The market for intelligent connected vehicles is expected to experience explosive growth, with L2 passenger car sales reaching 7.76 million units and a penetration rate exceeding 62% in the first seven months of 2025 [4] - The focus of automotive marketing is shifting towards user needs and scenario-based design, transforming vehicles into mobile living spaces [4] Business Model Evolution - The automotive business model is transitioning from one-time hardware sales to providing full lifecycle services, with subscription-based models for enhanced vehicle features [5] - The integration of entertainment content and services through in-car systems is creating new revenue streams for automotive companies [5] Future Outlook - By 2026, significant breakthroughs in connectivity technology are anticipated, with 5G vehicle penetration expected to reach 50% and C-V2X direct communication penetration at 7.5% [6] - The intelligent cabin is set for revolutionary upgrades, enabling proactive user demand prediction and personalized services [6] - The automotive sector is expected to evolve into a core node of smart cities, integrating with various domains such as traffic management and energy systems [7] - Collaboration between automotive companies, tech firms, and telecom operators will intensify, driving innovation and commercialization while prioritizing data security and privacy [7]

Group 1 - The UK government plans to introduce a mileage-based tax for electric vehicle (EV) drivers, marking the end of the tax exemption era for EVs. This tax will be set at 3 pence per mile, which translates to an annual cost of £435 for drivers covering 8,000 miles, including the existing vehicle excise duty [2] - The new tax policy is expected to be officially launched in 2028 after public consultation, aiming to address the revenue shortfall from the transition from fuel vehicles to electric vehicles [2] - In the first five months of 2023, the UK saw a 37.6% year-on-year increase in new energy vehicle sales, with a penetration rate of 28.1%. Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) accounted for nearly 36% of total vehicle sales [3] Group 2 - China is the largest market for new energy vehicles, projected to sell over 11 million units in 2024, which would represent 66% of global sales, significantly outpacing Europe [3] - By the first three quarters of 2025, China is expected to contribute 68% of the global increase in new energy vehicle sales, with a penetration rate reaching 40.3% [4] - BYD's sales in the UK have surged, reflecting the global expansion of Chinese automotive brands. In Q2 2025, BYD is projected to hold a 22% market share globally, selling over 850,000 vehicles, which is more than three times the total annual sales of new energy vehicles in the UK [7] Group 3 - The UK faces challenges in its electric vehicle supply chain, with local battery production meeting only 10% of demand and over 95% reliance on imported raw materials. The impact of Brexit has further increased supply chain costs by 12%-18% [7] - The development of smart connected vehicles is seen as a key trend in the new energy vehicle industry, with China leading the way in proposing integrated vehicle-road-cloud solutions [10]

Core Viewpoint - The unmanned delivery vehicle industry is transitioning from a testing phase to large-scale commercial operations, with significant investment and technological advancements driving this change [2][3]. Investment and Market Growth - In October, significant financing events occurred in the unmanned delivery sector, with New Stone Technology raising over $600 million in Series D funding, marking the largest financing in China's autonomous driving sector [2] - The total disclosed financing in the unmanned driving sector exceeded 14.6 billion RMB (approximately $2.1 billion) in the third quarter of 2025, indicating a shift towards large-scale commercial applications [2] - The delivery vehicle market is projected to see a shipment of approximately 6,600 units in 2024, with over 12,000 units shipped in the first half of 2025 [3] Market Potential and Business Expansion - The market for unmanned delivery vehicles is expanding from single-use cases in express delivery to broader applications in instant logistics and urban delivery, targeting over 30 million urban delivery vehicles in China [3] - New Stone Technology reported that the proportion of sales from the express delivery sector has decreased from 100% to 50%, indicating diversification into non-express scenarios [3] Cost Efficiency and Technological Advancements - The operational cost per kilometer for unmanned vehicles is approximately 0.4 RMB, with delivery costs potentially dropping below 0.04 RMB, showcasing a significant cost advantage over traditional delivery methods [4] - New Stone Technology has developed an L4-level driverless technology that has begun commercial deployment, enhancing operational efficiency and expanding use cases [4] Regulatory and Operational Challenges - The unmanned delivery vehicle industry faces challenges related to road rights, with a lack of unified management regulations and entry standards hindering growth [6][7] - The absence of a comprehensive standard system for low-speed unmanned vehicles complicates cross-regional operations and interoperability [7] - Safety concerns and public acceptance remain critical issues as the number of unmanned vehicles in urban areas increases [8] Policy and Future Outlook - As of mid-2025, 103 cities in China have opened road rights for unmanned delivery vehicles, covering over 80% of major logistics nodes [9] - The industry is at a pivotal point for transformation and large-scale commercialization, with ongoing efforts to address regulatory, standardization, and safety challenges [9]

Core Insights - The successful integration of traffic signal data with autonomous driving technology in Tongxiang marks a significant advancement in China's vehicle-road-cloud integration efforts [2][4][6] - The "vehicle-road-cloud" system enhances the capabilities of autonomous vehicles, allowing them to process real-time traffic signal information alongside their own sensory data, improving safety and traffic efficiency [4][5] Group 1: Technological Advancements - The test demonstrated that autonomous vehicles can operate smoothly even when traffic signals are obstructed, showcasing the effectiveness of real-time data sharing [2][4] - The integration allows for better risk perception and path planning, addressing limitations of traditional single-vehicle intelligence systems [4][6] Group 2: Industry Implications - The deployment of this technology in functional autonomous vehicles provides a replicable model for broader application across various cities and vehicle types, promoting scalability in vehicle-road-cloud integration [5][6] - The initiative is part of a national push towards smart transportation, with the Ministry of Industry and Information Technology and the Ministry of Public Security supporting pilot projects to establish standards for vehicle-road collaboration [7]

Core Insights - The autonomous delivery vehicle industry is experiencing significant investment and growth, with major financing rounds indicating a shift from testing to commercial application [2][3] - 2025 is projected to be a pivotal year for the scale-up of autonomous delivery vehicles, with a notable increase in delivery vehicle shipments expected [3] - The industry is expanding beyond traditional delivery scenarios into broader logistics and urban delivery markets, indicating a substantial market potential [3][4] Investment Trends - New Stone Technology completed over $600 million in Series D financing, marking the largest investment in China's autonomous driving sector [2] - Jiushi Intelligent secured $100 million in Series B4 financing, bringing its total B-round funding to $400 million [2] - A total of over 58 significant investment events in the autonomous driving sector were recorded, with disclosed financing exceeding 14.6 billion RMB by Q3 2025 [2] Market Dynamics - The market for autonomous delivery vehicles is transitioning from a focus on express delivery to instant logistics and urban delivery, targeting a market of over 30 million urban delivery vehicles in China [3] - The sales composition of New Stone Technology has shifted, with express delivery now accounting for only 50% of sales, reflecting diversification into non-express sectors [3] Cost Efficiency - Autonomous delivery vehicles offer significant cost advantages, with operational costs as low as 0.4 RMB per kilometer and delivery costs potentially dropping below 0.04 RMB per package [4] - The design lifespan of these vehicles is projected at 8 years, with a mileage of 300,000 to 500,000 kilometers, contributing to their economic viability [4] Technological Advancements - New Stone Technology has developed a Level 4 autonomous driving technology that has begun commercial deployment, enhancing operational capabilities [5] - The maturity of technology is crucial for the commercial viability of autonomous delivery vehicles, allowing for broader operational scenarios [5] Regulatory Challenges - The industry faces significant challenges related to road rights, with a lack of unified management and regulatory frameworks hindering growth [6][8] - The legal status of autonomous delivery vehicles remains ambiguous, complicating their integration into existing traffic systems [6][8] Safety and Public Perception - Safety concerns and public acceptance are critical hurdles for the widespread adoption of autonomous delivery vehicles, necessitating time for integration into urban environments [8] - The industry is actively working on addressing these challenges through policy initiatives and pilot programs in various cities [8][9] Future Outlook - Continuous policy optimization and technological breakthroughs are expected to facilitate the transition of autonomous delivery vehicles from pilot projects to widespread use [9]