做了一些求职的视频教程，放到求职星球里面了...... 从行业、岗位和工作内容的角度为大家剖析，应该怎么选，什么样子的最适合自己。 更多内容欢迎加入我们的求职星球了解，一个转为自动驾驶、机器人和大模型求职打造的社区。 AutoRobo知识星球 这是一个给自动驾驶、具身智能、机器人方向同学求职交流的地方，目前近1000名成员了，成员范围包含已经 工作的社招同学，如智元机器人、宇树科技、地瓜机器人、地平线、理想汽车、华为、小米汽车、momenta、元 戎启行等公司。同时也包含2024年秋招、2025年秋招的小伙伴，方向涉及自动驾驶与具身智能绝大领域。 星球内部有哪些内容？这一点结合我们已有的优势，给大家汇总了面试题目、面经、行业研报、谈薪技巧、还有 各类内推公司、简历优化建议服务。 招聘信息 星球内部日常为大家分享已有的算法、开发、产品等岗位，基本都是公司第一时间分享给我们的！涉及校招、社 招、实习等岗位。 面试一百问 刚上传了几个嘉宾录制的求职类视频课程，主要关于小厂、大厂面试，秋招的校招如何准备、公司选择等主要问 题，以及大模型、自动标注、端到端一些岗位的介绍和分析。 AutoRobo内部为大家汇总了自动驾驶 ...

Core Viewpoint - The article emphasizes the need for serious evaluation in the automotive industry, particularly regarding autonomous driving technologies, contrasting it with the more superficial engagement seen in fan culture [1]. Group 1: Testing and Results - A large-scale test conducted by Dongche Di evaluated over 40 models from popular brands, including Tesla, in various high-risk driving scenarios [3][5]. - None of the tested vehicles achieved zero errors in both highway and urban scenarios, with a significant performance gap observed between domestic brands and Tesla [5][10]. - Tesla's Model 3 and Model X achieved the highest scores, passing 5 out of 6 scenarios, while many domestic models failed to pass any [5][10]. Group 2: Industry Reactions - The test results sparked significant public discourse, with terms like "domestic autonomous driving collective failure" trending, yet the automotive industry largely remained silent or suggested setting national standards [10][11]. - The official endorsement of the test by entities like CCTV and the Ministry of Public Security added weight to the findings, emphasizing that current systems do not possess true "autonomous driving" capabilities [13][15]. Group 3: Testing Methodology and Concerns - The test included extreme scenarios such as "disappearing front vehicles" and "nighttime construction zone avoidance," with only 14% success in the former [17][19]. - Critics raised concerns about the variability in testing conditions, questioning the fairness of comparisons between different models [22][24]. - The article suggests that the testing methodology, while revealing industry weaknesses, may not fully represent the stability of the systems under real-world conditions [24][25]. Group 4: Future Standards and Regulations - The article discusses the potential for new industry standards, such as "failure backup capability," to be established, which could address the shortcomings revealed in the tests [26][30]. - The C-NCAP plans to introduce new evaluation criteria by 2025, focusing on sensor effectiveness and system decision-making resilience [26]. Group 5: Public Perception and Media Influence - The article highlights the emotional responses from consumers and the media's role in shaping perceptions of brands like Tesla and domestic manufacturers [27][29]. - It suggests that the competitive nature of testing and the resulting media coverage can lead to polarized opinions and misunderstandings among consumers [27][39]. Group 6: Conclusion and Recommendations - The article advocates for more rigorous and transparent testing practices in the automotive industry to foster genuine improvements and consumer trust [40][41].

Group 1: Overview of Technological Advancements - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased over 3,000 cutting-edge technology products from more than 800 domestic and international companies, marking the largest scale in history [1] - China has rapidly transformed sci-fi concepts into reality, with advancements in autonomous driving, humanoid robots, and drones [1] Group 2: Robotics Developments - Robotics has seen significant improvements in motion control, enabling complex dynamic actions and precise operations [3] - The integration of large models into robotics has enhanced their intelligence, allowing for better task planning and execution [3][4] - Various companies demonstrated robots capable of performing intricate tasks in real-world applications, such as sorting and scanning packages [3] Group 3: Low-altitude Economy - The low-altitude economy, focusing on drones and eVTOLs, is gaining attention for its potential in logistics, transportation, and urban management [7][9] - The eVTOL aircraft "E20" was highlighted at the conference, featuring a maximum range of 200 kilometers and a cruising speed of 260 kilometers per hour [8] - Drones are already widely used across multiple sectors, reshaping operational models and value chains [9] Group 4: Autonomous Driving Progress - Shanghai has officially entered the commercial operation phase for Robotaxi services, marking a significant milestone in autonomous driving [10] - The main challenges for large-scale commercialization of Robotaxi include regulatory issues and high modification costs for vehicles [10][11] - The domestic automotive chip market is gradually being dominated by local manufacturers, enhancing cost efficiency and computational power [12] Group 5: Developments in Large Models - The gap between domestic and international large model capabilities is narrowing, with a trend towards specialization in vertical applications [13] - AI agents are emerging as a significant focus, showcasing capabilities in various practical applications [13][14] - Investment in AI hardware is crucial during the initial stages of model development, with expectations for explosive growth in applications as models mature [14]

Core Insights - Tesla is at a "critical turning point" according to Lars Moravy, Vice President of Vehicle Engineering, which has garnered significant market attention [1] - The production of the Semi electric truck at the Nevada factory is highlighted as a key part of Tesla's mission [3] - Tesla's core automotive business faces challenges due to aging models and declining sales in key global markets, with California sales dropping for seven consecutive quarters [3] - New initiatives include the production of a more affordable electric vehicle starting in June, aimed at boosting sales before tax incentives expire [3] - Tesla showcased its direction with the presentation of the Cybercab and Optimus robot, emphasizing the importance of robotics, AI, and autonomous driving for its future [4] Summary by Sections Company Developments - Tesla is currently navigating a critical phase with multiple projects being advanced by a team of approximately 6,000 engineers led by Moravy [4] - The company is focusing on the production of a new, more affordable electric vehicle, which is expected to be fully launched later this year [3] Market Challenges - The automotive sector is experiencing significant challenges, including model obsolescence and a decline in market share, particularly in California [3] - Changes in federal tax credits and regulatory reforms are impacting the company's revenue and profitability [3] Future Prospects - The introduction of the Semi truck and advancements in autonomous driving technology are seen as pivotal for Tesla's future growth [3][4] - The company is also exploring new technologies, such as the Cybercab, which reflects its commitment to innovation in the automotive and robotics sectors [4]

Core Viewpoint - The Chinese market significantly enhances the global competitiveness of multinational companies, as highlighted by the insights from ZF Group's board member Peter Hoedeman [1] Group 1: Investment and Market Strategy - ZF Group has been increasing its investment in China, establishing a new R&D center and expanding or building 10 factories in recent years [1] - Approximately 50 production facilities of ZF Group are located in China, accounting for about one-third of its global total [1] - The company anticipates global sales exceeding €40 billion in 2024, with a notable contribution from the Chinese market [1] Group 2: Technological Innovation and Collaboration - The rapid growth of the Chinese automotive market and its technological advancements are driving ZF Group to collaborate closely with several Chinese companies in areas such as chassis systems, electric drive, and autonomous driving [1][2] - ZF Group's partnership with NIO represents a model of local collaborative innovation, showcasing the importance of trust between suppliers and manufacturers [2] - The line control steering technology developed in collaboration with NIO is expected to become a key technology direction for smart connected vehicles [2] Group 3: Future Outlook - ZF Group expresses confidence in the Chinese market, believing that the growth rate in China will continue to outpace that of other global regions in the coming years [3] - The company is committed to a localization strategy of "In China, for China," aiming to deepen collaborative innovation with Chinese partners [3]

Market Performance - On July 29, the three major indices showed mixed performance, with the Shanghai Composite Index down 0.08%, the Shenzhen Component Index down 0.04%, and the ChiNext Index up 0.92% [2] - The overall market saw a trading volume exceeding 1.1 trillion yuan, with over 3,800 stocks declining [2] Sector Highlights - Pharmaceutical stocks surged, with companies like Apac Pharmaceutical, Chenxin Pharmaceutical, and Fuyuan Pharmaceutical hitting the daily limit [2] - The semiconductor sector also performed well, with Dongxin Co. reaching a 20% limit up [2] - Conversely, sectors such as insurance, agriculture, banking, and paper-making experienced declines [2] Robotics Sector - The robotics concept stocks in the A-share market collectively strengthened, led by Upwind New Materials, which saw its stock price rise over 17% on July 28, achieving a cumulative increase of over 1000% in 15 trading days, surpassing 90 yuan per share [3][5] - Following its resumption of trading, Upwind New Materials experienced a ten-day consecutive rise, reaching a new historical high on July 29 [6] Policy Developments - A meeting held on July 28 emphasized the need for greater efforts to promote technological innovation and the integration of industrial innovation, particularly in humanoid robots, IoT, and high-end instruments [8] - The recently concluded 2025 World Artificial Intelligence Conference released a plan to accelerate digital infrastructure and AI applications, which is expected to benefit related companies [8] Dairy Sector Activity - Dairy stocks were active on July 29, initially opening high but then declining, with Knight Dairy once rising over 26% and Western Pastoral over 13%, before both saw significant reductions in their gains [9] - The implementation of a national childcare subsidy policy starting January 1, 2025, which provides 3,600 yuan per year for each child under three years old, is expected to impact the dairy sector positively [11][12]

Core Viewpoint - The release of the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan" aims to achieve significant milestones in autonomous driving by 2027, including L4 level passenger transport exceeding 6 million trips and over 5,000 kilometers of open roads [1] Industry and Company Insights - The Ministry of Science and Technology published the "Ethical Guidelines for the Research and Development of Driving Automation Technology," emphasizing a human-centered and safety-first approach, indicating a tightening of policies regarding autonomous driving technology promotion [1][4] - Experts highlight that current market offerings are primarily L2 level "combined driving assistance systems," and consumers should be aware of the distinction between these systems and true autonomous driving capabilities [4] - The guidelines clarify the responsibility of different stakeholders in driving automation, addressing issues of accountability and the potential for accidents due to over-promotional marketing by companies [5][6] - The guidelines categorize driving automation into levels 0 to 5, providing clear definitions that were previously ambiguous, which helps mitigate misuse and accidents caused by misunderstanding the technology [12][14] - The tightening of regulations is expected to enhance the confidence of companies like NIO and Geely in their investments in intelligent driving technologies, reinforcing their commitment to safety and responsible development [13][14]

Core Insights - Tesla is set to launch a budget version of the Model Y, which is a modified version of the existing Model Y rather than a completely new product [1][3][21] - The new Model Y L targets the high-end family SUV market in China, while the budget version aims to capture a larger, more competitive mass market [1][3] Group 1: Product Details - The budget Model Y will have a shorter body length and simpler exterior design compared to the standard Model Y, featuring basic lighting elements similar to the current Model 3 [6][10] - Interior modifications include the removal of the panoramic glass roof, which is a significant design element for Tesla, and the replacement of premium materials with more cost-effective options [12][14] - The budget version will retain advanced hardware for Full Self-Driving (FSD) capabilities, indicating a focus on maintaining technological features despite cost-cutting measures [19][21] Group 2: Market Strategy - The pricing for the budget Model Y is expected to be between 150,000 to 200,000 yuan, which could significantly impact the market [21] - Tesla's second-quarter financial results showed a revenue of $22.5 billion, with automotive business contributing $16.7 billion, indicating a recovery from previous declines [22][24] - The introduction of the budget Model Y is seen as a strategic move to address the underperformance of other planned growth models, such as the Cybertruck and a previously envisioned low-cost vehicle [26][28] Group 3: Financial Implications - Tesla's capital expenditures have exceeded $10 billion for 2024, with an additional $8 billion announced in June, leading to a decline in free cash flow from $2.7 billion to approximately $150 million [31] - The budget Model Y project has shifted from developing a new platform to utilizing existing production lines, reflecting a need for immediate sales volume to support ongoing investments in AI and other long-term projects [31][32]

Investment Rating - The report rates the transportation industry as "Outperform" [1] Core Views - The construction of the Yarlung Zangbo River hydropower station is expected to boost transportation demand in the western region [2][21] - Volant Aviation secured a significant order worth $1.75 billion for 500 eVTOL aircraft [2][14] - Oil transportation rates have declined, with the U.S. shipping rates also showing a downward trend [2][12] Summary by Sections 1. Industry Hot Events - Oil transportation rates have decreased, with the China Import Crude Oil Index dropping by 10.4% to 944.92 points [2][12] - Volant Aviation signed a tripartite agreement to deliver 500 VE25-100 eVTOLs, totaling $1.75 billion [2][14] - The Yarlung Zangbo River hydropower project, with a total investment of 1.2 trillion yuan, is expected to enhance transportation demand in the western region [2][21] 2. Industry High-Frequency Data Tracking - In June 2025, the domestic cargo flight volume increased by 9.42% year-on-year, while international flights rose by 32.87% [23][33] - The express delivery business volume in June 2025 reached 16.87 billion pieces, a year-on-year increase of 15.78% [2][52] - The Baltic Dry Index (BDI) rose by 9.99% week-on-week, indicating a recovery in dry bulk shipping rates [2][43] 3. Investment Recommendations - Focus on the equipment and manufacturing export chain, recommending companies like COSCO Shipping and China Merchants Energy Shipping [3] - Pay attention to the transportation demand increase driven by the Yarlung Zangbo River hydropower project, with a focus on companies like Sichuan Chengyu and Chongqing Port [3] - Explore investment opportunities in the low-altitude economy, recommending CITIC Offshore Helicopter [3]

Group 1: Apple Store Closure - Apple will close its first direct store in Dalian, China, on August 9, 2025, marking the first closure of an Apple retail store in the country [2] - The Dalian store has been operational since October 2015 and has served local consumers for nearly 10 years [2] - The closure is attributed to declining foot traffic in the 百年城 shopping mall and the expiration of the lease without renewal [2] Group 2: AI Model Developments - Zhiyuan released its flagship model GLM-4.5, which is open-sourced and designed for intelligent applications, featuring double the parameter efficiency and an API price that is one-tenth of Claude's [3] - Alibaba's Tongyi Qianwen API has reached a market share of 10.4%, surpassing OpenAI's 4.7%, making it the fourth largest globally [4] - Alibaba also launched the open-source video generation model Tongyi Wanxiang 2.2, capable of generating 5 seconds of high-definition video [5] Group 3: Autonomous Driving and AI Growth - WeRide's Robotaxi has received the first autonomous driving license in Saudi Arabia, making it the only tech company with licenses in six countries [6] - DingTalk's CTO predicts explosive growth in enterprise-specific AI models by 2025, emphasizing the importance of self-training models for businesses [7] Group 4: E-commerce Performance - Taobao Flash Sale and Ele.me reported over 90 million daily orders for two consecutive weekends, with a stable order punctuality rate of 96% [10] Group 5: Technology and Manufacturing Investments - Xianghong Technology is expanding its high-end HDI and multi-layer board production capacity, with significant orders already in hand [14] - Zhongtung High-tech plans to invest 178 million yuan in a smart manufacturing project for PCB micro-drills, with a three-year construction period [19] - TopCloud Agriculture intends to establish a wholly-owned subsidiary focused on artificial intelligence technology with an investment of 20 million yuan [20]