Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **eCall system** and its implementation in the **automotive industry** in China, particularly focusing on the **smart connected vehicles** sector and the regulatory environment surrounding it [2][4]. Core Insights and Arguments - **Mandatory Installation of eCall System**: China plans to mandate the installation of the eCall system in all new passenger and commercial vehicles starting in **2026** to enhance safety and reduce casualties in accidents [3][4]. - **Cost Implications**: The cost of adding the eCall system to **new energy vehicles (NEVs)** is relatively low, estimated at **300 to 400 yuan**, while for traditional fuel vehicles, the cost could be around **1,000 yuan**, but may decrease to **300 to 400 yuan** as demand increases [3][8][9]. - **Integration with TBOX**: The eCall system can be integrated with the TBOX in NEVs through software upgrades, while fuel vehicles will require additional hardware installation [7][9]. - **Public Service Platform**: The eCall system will connect with a national public service platform, allowing car manufacturers to either build their own or collaborate with third parties for operation centers [3][12]. - **Impact of Tariff Policies**: The ongoing tariff policies between China and the U.S. have a minimal impact on the export of complete vehicles but significantly affect the export of components, which account for **one-third** of China's automotive exports to the U.S. [13]. - **Export Growth to Europe**: A modest growth in the export of vehicles and components to Europe is expected in **2025**, despite the economic slowdown in Europe [14]. Additional Important Content - **Historical Context**: The eCall system has been in development since **2018**, with the formal proposal expected to be released in the second half of **2025** [6][29]. - **Comparison with Existing Systems**: The existing SOS functions in NEVs are not universally activated, which necessitates the mandatory installation of the eCall system to ensure comprehensive safety coverage [5][23]. - **Market Dynamics**: Key suppliers in the TBOX sector include **Saiwei Electronics**, **Yiyuan Communication**, and **Hongquan IoT**, which have established customer relationships, although specific market shares remain unclear [3][34]. - **Certification and Competition**: The certification process for component suppliers is straightforward, but market competitiveness relies heavily on establishing relationships with OEMs [21]. - **Consumer Costs**: The requirement for real-time connectivity may lead to additional costs for consumers, although the specifics of who will bear these costs are yet to be determined [33]. This summary encapsulates the essential points discussed in the conference call, highlighting the regulatory changes, cost implications, and market dynamics surrounding the eCall system in the automotive industry.

Core Viewpoint - The company is a high-tech enterprise focused on automotive electronic software development and technology services, with a primary business covering intelligent cockpit, intelligent driving, and intelligent electronic control sectors [3][4]. Group 1: Company Overview - The company specializes in developing AI-based intelligent cockpit solutions, including user experience design, HMI software development, and various software solutions for instrument platforms and T-BOX [3][4]. - The intelligent driving business includes automated driving software development, testing services, and digital map services, catering to both passenger and commercial vehicles [4][5]. Group 2: Business Segments - Intelligent cockpit solutions provided by the company encompass a range of services aimed at enhancing user experience and integrating advanced technologies [3]. - The automated driving segment focuses on developing advanced driver-assistance systems (ADAS), automated parking solutions, and comprehensive vehicle software testing services [4][5]. - The digital map services aim to create innovative applications for vehicle navigation and spatial governance through advanced mapping technologies [6]. Group 3: Financial Information - The company has not restated or adjusted previous years' financial data, indicating stability in its financial reporting [7]. - There are no significant discrepancies between the reported financial indicators and previously disclosed quarterly or semi-annual reports [8].

Core Insights - Shenzhen has officially launched the Autonomous Parking 2.0 and pilot program for autonomous parking valet services in the Shenye Shangcheng business district, marking the first implementation of integrated vehicle-road-cloud applications in a commercial area [1][2] - The upgraded version 2.0 enhances the vehicle-road-cloud integration system, establishing a smart parking platform that improves parking efficiency, safety, and convenience compared to the previous version [1][2] Group 1 - The Autonomous Parking 2.0 version includes high-precision physical modeling and dynamic information standardization for vehicle access, enhancing parking space dispatch efficiency and event warning capabilities [1][2] - The "Shen i Park" platform integrates real-time parking space availability, charging station status, and indoor navigation, providing users with a one-stop service for precise queries, autonomous scheduling, and guided arrival [2] - The platform will soon be available for trial use, significantly reducing the time citizens spend searching for parking and increasing parking space utilization [2] Group 2 - Shenzhen plans to accelerate the promotion of the Autonomous Parking 2.0 model, aiming to replicate the pilot experience in various scenarios such as hubs, business districts, hospitals, and industrial parks [3] - Future developments will include features like automatic car washing and charging, aiming to create fully intelligent autonomous parking facilities [3] - The city will continue to advance the construction of core digital platforms for intelligent networked safety monitoring and comprehensive traffic scheduling, facilitating the large-scale application of autonomous parking and information integration [3]

站在长三角（盐城）智能网联汽车试验场的调度指挥中心观景台上，一连串清脆的刹车从多功能柔性广场传来，几辆汽车正从三个方向驶向广场中心并实 现会车。另一侧的城市场景模拟区，工作人员紧锣密鼓布置着骑自行车的"假人"，为下一轮测试做准备，不远处呼啸而过的"飞行汽车"正进行着模拟风阻 测试。走进智能网联复杂环境多维模拟平台，暴雨和闪电在工作人员的指令下如约而至，远处的红绿灯在滂沱雨幕中渐渐模糊，这是在测试智能网联汽车 在低能见度下的传感、决策等能力…… 未来交通参与者的小型社会！ 包揽多个"首创"的智驾测试平台 2020年11月，中汽股份投资15亿元，布局建设长三角（盐城）智能网联汽车试验场（以下简称"试验场"或"二期项目"），这是中汽股份继综合汽车试验场 （或称"一期项目"）后在盐城建设的第二个项目。2024年7月16日，项目正式启动运营。试验场占地面积约4000亩，建设有8条专用于智能网联汽车的测试 道路、3.2万平方米的试验室以及配套的油电氢醇四合一综合能源中心，能够涵盖智能网联汽车及自动驾驶能力测试的绝大多数场景需求，同时满足重型 商用车主要测试能力，并兼顾飞行汽车和低空飞行器的测试能力。 "在二期项目建成之前 ...

4月16日，工信部发布《装备工业一司召开智能网联汽车产品准入及软件在线升级管理工作推进会》公告，据介绍，部装备工业 发展中心、主要汽车生产企业近60名代表参加会议。 会议强调，汽车生产企业要深刻领会《关于进一步加强智能网联汽车产品准入、召回及软件在线升级管理的通知》要求，充分 开展组合驾驶辅助测试验证，明确系统功能边界和安全响应措施，不得进行夸大和虚假宣传，严格履行告知义务，切实担负起 生产一致性和质量安全主体责任，切实提升智能网联汽车产品安全水平。 据了解，推进会邀请了19家车企及1家头部Tier1参会，讨论内容包括禁止扩大宣传规范技术名词，不能出现"自动驾驶""智驾"等 宣传名词，要按自动化分级标准使用"辅助驾驶"替代；禁用"代客泊车"、"一键召唤"、"远程遥控"等功能，禁止座椅平躺等。 进入2025年以来，多家汽车品牌开启了驾驶全面智能化升级，且车企为了宣传所需，普遍将L2级辅助驾驶当做L3级及以上的自 动驾驶来宣传，如"智驾平权""智驾版"等。随之而来的是，市场发生了多起因行车过程辅助驾驶失效导致的严重交通事故，受 到了社会对"智驾"的广泛关注。 4月1日，国家应急管理部发文称，依据我国的《汽车驾驶自 ...

认真读完了 苗圩部长新著《志在超车-智能网联汽车的中国方案》 ，感觉写得特别好，有很强的知 识性和工作指导性，又通俗易懂。 特郑重向各位同仁推荐。 一、知识丰富，条理清晰，是一本很好的通识书。 苗圩部长 是汽车专业科班出身，职业生涯的大部分时间都在汽车行业或与汽车有关，做过汽车大 企业领导，又多年在汽车行业主管政府部门工作， 对汽车有关科学技术、企业管理、产业发展熟悉， 自不待言 。但从书中可以看出， 他对于通信、半导体、计算机、互联网和人工智能，都有从产业层面 的通透了解 ，对这些行业的先进技术也有相当的理解。这显然不是简单通过当领导听汇报可以得到 的， 是下过功夫学习和梳理的 。另外，书中对于行业主要企业，整车企业包括新造车势力和国际大企 业，以及零部件创新企业、新技术创新企业、新进入汽车行业的互联网企业的最新技术进展都有深入的 描述。 显然在成书之前做过广泛的调研。 本书涉及的知识和叙述的技术进展情况，应该对绝大部分业 内专家和企业中上层领导很有用。正如作者在前言中讲的， 这是一本关于行业趋势的通识读物 。 对于当下业内争议较多的敏感技术问题， 如纯摄像头方案和多感知融合方案，对分段式智能化和 端到端的 ...

认真读完了 苗圩部长新著《志在超车-智能网联汽车的中国方案》 ，感觉写得特别好，有很强的知 识性和工作指导性，又通俗易懂。 特郑重向各位同仁推荐。 一、知识丰富，条理清晰，是一本很好的通识书。 苗圩部长 是汽车专业科班出身，职业生涯的大部分时间都在汽车行业或与汽车有关，做过汽车大 企业领导，又多年在汽车行业主管政府部门工作， 对汽车有关科学技术、企业管理、产业发展熟悉， 自不待言 。但从书中可以看出， 他对于通信、半导体、计算机、互联网和人工智能，都有从产业层面 的通透了解 ，对这些行业的先进技术也有相当的理解。这显然不是简单通过当领导听汇报可以得到 的， 是下过功夫学习和梳理的 。另外，书中对于行业主要企业，整车企业包括新造车势力和国际大企 业，以及零部件创新企业、新技术创新企业、新进入汽车行业的互联网企业的最新技术进展都有深入的 描述。 显然在成书之前做过广泛的调研。 本书涉及的知识和叙述的技术进展情况，应该对绝大部分业 内专家和企业中上层领导很有用。正如作者在前言中讲的， 这是一本关于行业趋势的通识读物 。 三、情真意切，通俗易懂。 一是通俗易懂。 书中对通信、互联网、半导体等我们不熟悉的行业情况和技术 ...

近日，2025年中国电动汽车百人会论坛在北京钓鱼台国宾馆举行，以"夯实电动化、推进智能化、实现高 质量发展"为主题，包括高层论坛、国际论坛、理事研讨会、全球政策圆桌会、12场主题论坛及研究成果发 布。围绕车路云一体化发展、AI汽车、智能汽车创新技术与产业、聚合型智能产业、市场与消费、商用车可 持续发展等核心议题，共同探讨新能源汽车产业的高质量发展的方向。 中兴通讯副总裁、汽车电子总经理古永承出席AI汽车论坛，与多位业内同行一起探讨"打造AI汽车软硬件协同 生态"这一话题，发表了主题为《打造AI汽车新质生产力，助力智能网联汽车跃迁 》的演讲。他表示，2025年新能 源汽车正式进入智能化下半场，人工智能作为关键变量，正在推动智能网联汽车向更高质量发展。 域融合是未来整车AI智能的关键路径 构建芯片+OS+AI的软硬协同新范式加大加强开放开源体系建设 域融合是智能网联汽车发展的必然选择。在车端，打通智驾域、座舱域、车控域的数据闭环，实现环境感知、 决策控制与交互体验的有机统一；在路端，通过V2X技术连接智能路侧设备，形成超视距全局感知能力；在云端， 构建算力平台，支撑OTA持续进化。这种"车-路-云"三位一体的融合 ...

Core Viewpoint - The Nanshan District of Shenzhen has officially launched the "Six Ones" action plan to support innovation and entrepreneurship, marking a significant step in the commercialization of autonomous driving with the issuance of the first batch of market operation licenses for intelligent connected vehicles and functional unmanned vehicle road testing permits [1][4]. Group 1: Market Operation Licenses - The first batch of approved companies for market operation trials includes Xiaoma Zhixing, Meituan, and the joint venture of Luobo Yunli (Shenzhen) Technology Co., Ltd. [2] - The first batch of functional unmanned vehicle road testing companies includes Yiqing Innovation Technology Co., Ltd., Meituan, and several others [2]. Group 2: Functional Unmanned Vehicles - Functional unmanned vehicles are defined as low-speed electric vehicles without a driver's seat or cockpit, capable of autonomous driving without human intervention [2]. - Road testing for these vehicles will occur on designated urban roads, excluding expressways, and will not involve commercial operations or fee collection [2]. Group 3: Policy Framework - Nanshan District has established a pioneering market operation rule system to fill the regulatory gap in the industry, creating a policy loop of "road testing—application pilot" [4]. - The "Six Ones" action plan includes various support measures for innovation, with a focus on opening application scenarios and encouraging participation in AI and robotics projects [4].

撰 文 / 牛跟尚 设 计 / 张 萌 在中国汽车工业协会呼吁第三方机构及媒体停止发布销量周榜4天后的3月22日，一份注明国家 统计局数据来源的《2025年1-2月分省市汽车产量排行榜》在坊间流传。 就连当日参加2025年徽商大会的蔚来汽车董事长李斌兴奋也向外界宣布：安徽的汽车产业蓬勃发 展，2月份，不管是汽车的产量还是新能源汽车产量，安徽都已经是全国第一了。 徽派企业国际经贸合作联盟理事长、徽商总会执行会长、奇瑞控股集团股份有限公司董事长尹同跃 在3月21日召开的2025徽商"出海"链接会上表示，今天的安徽已经成为中国重要的工业大省、创新 大省、进出口大省、汽车大省。 汽车是工业的皇冠和明珠，与中国省市的GDP和税收休戚相关。 先看2024年中国省市GDP与其汽车产量（产值）总体的相关关系。 汽车产量排名前十的省份分别是广东、安徽、重庆、江苏、山东、上海、陕西、浙江、吉林和湖 北。这些省份的GDP规模在全国也处于相对较高的水平。 其中，广东汽车产量达570.74万辆，位居全国第一，其GDP总量也处于较高水平。 安徽汽车产量为262.03万辆，排名第二，近年来安徽将汽车产业确定为"首位产业"，集聚了众多整 车 ...