新周期 新技术 新生态！ 12月19日， 由起点锂电、起点储能、起点研究院SPIR主办的 2025起点用户侧储能及电池技术论坛 （ 同期： 2025 （第十届）起点锂电行业年会暨锂电金鼎奖颁奖典礼&起点研究十周年庆典）在深圳市维纳斯皇家酒店正式举办！现场 800+嘉宾参会，聚焦工 商业储能、便携式储能、户用储能、AIDC储能电池等核心议题，前瞻解析技术突破、破题安全挑战与价值链重构。 在下午的 工商储及电池技术专场 ， 德赛电池 系统和算法总监 闫垚锋 发表了以《 主动安全 -重新定义能源安全范式-基于实时感知与智能响 应的下一代技术方案 》为主题的演讲！ 以下为现场速记内容： 各位合作伙伴、 行业 同仁，大家下午好！ 今天我们直奔新能源行业的核心话题，安全！当前行业里的 "七重防护"等尝试，大多是"等风险冒头再处置"：出问题了靠消防，故障了再排 查。但是储能隐患藏得深，这种被动方式很难提前拦截风险，大家做项目也依然有所顾虑。 我们今天带来的主动安全技术体系，思路完全不同，将介入点前移至风险萌芽期。传统方案看电芯表面，我们深入内部；传统侧重单点防护，我 们构建从感知到处置的闭环。每一步都为了更早发现、更快拦截 ...

在全球汽车产业经历百年未有之大变局的今天，中国市场已成为智能电动化浪潮的中心。消费趋 势如何演变？本土化研发走向何方？安全与创新如何平衡？高端品牌的价值核心又该如何重塑？ 近日，第一财经总编辑杨宇东在北京独家对话全球顶级汽车品牌的掌门人——梅赛德斯-奔驰集团 董事会主席、首席执行官康林松。在这场题为《静水深流：汽车业的中国命题与世界答案》的对谈 中，两位嘉宾从消费趋势、智能辅助驾驶、本土研发到品牌价值，展开了一场深度碰撞。 本土研发战略升级： 从"服务中国"到"赋能全球" 康林松强调，从被动安全到主动安全，从辅助驾驶到有条件自动驾驶，安全的内涵在演进，但我们的 承诺从未改变。 消费新格局： 康林松开宗明义："中国不仅是全球最大的汽车市场 ， 也是 我 们全球最大的市场。"他特别指出，中 国已成为多款旗舰车型的全球第一大市场。 而更值得关注的是，其在华发展战略已从早期的"中国研发，服务中国"，升级为"中国研发，服务中 国，赋能全球"。康林松举例说，在中国研发的后排娱乐系统，已应用于全球市场的旗舰轿车；针对中国 复杂路况开发的自动泊车技术，也正反向输出至全球。 "我们坚持'人才在哪里，就在哪里深耕'，"康林松表示 ...

Core Insights - The article discusses a significant data loss incident in Daejeon, South Korea, where a fire at the National Intelligence Resource Management Institute resulted in the destruction of 858TB of government cloud data, affecting approximately 750,000 civil servants' work files over the past seven years [1][3][4] - The incident highlights critical weaknesses in modern storage systems, particularly the lack of early warning, dynamic resource allocation, and self-rescue mechanisms, emphasizing the need for intelligent storage solutions powered by AI [4][5][9] Group 1: Incident Overview - The fire led to a nationwide data crisis, causing 647 government business systems to crash, resulting in disruptions in airport operations and banking services [4][7] - The event underscores the increasing importance and vulnerability of data in the digital age, where data loss can have widespread implications across various sectors [7][9] Group 2: Storage System Weaknesses - Key weaknesses identified include the absence of early warning capabilities, as the system failed to detect pre-existing signs of danger such as temperature anomalies and power fluctuations [4][5] - The inability to dynamically allocate resources during threats resulted in all data being stored in the same physical location, rendering backup efforts ineffective [4][5] - The lack of proactive self-rescue mechanisms meant that the storage system could not isolate high-risk areas or initiate recovery processes in a timely manner [5][9] Group 3: The Role of AI in Storage Solutions - AI is positioned as a critical solution to enhance storage systems by providing capabilities such as intelligent operations, dynamic resource scheduling, and proactive security measures [10][11][13] - AI-driven systems can detect risks early by analyzing operational data and providing actionable insights, thus preventing potential failures [10] - Modern storage solutions equipped with AI can automate resource management, significantly improving efficiency and reducing costs [11] - AI enhances security by enabling systems to respond to threats in real-time, isolating affected data and ensuring business continuity [13] Group 4: Applications of AI-Enhanced Storage - In the financial sector, AI-powered storage systems are deployed to ensure high performance and reliability, optimizing resource allocation during peak transaction times [14] - In healthcare, AI-driven storage solutions have significantly reduced response times, improving patient care and outcomes [16] - AI technologies are also crucial in the development of large-scale AI models, addressing data bottlenecks and enhancing training efficiency [16][18] Group 5: Future Implications - The Daejeon incident serves as a reminder of the potential for future data crises, emphasizing the necessity for advanced AI capabilities in storage systems to mitigate risks [18]

Financial Performance - In the first three quarters of 2023, the company achieved operating revenue of 3.492 billion yuan, with third-quarter revenue of 1.141 billion yuan, reflecting a quarter-on-quarter growth of 2.3% [1] - The net profit attributable to shareholders for the first three quarters was 616 million yuan, representing a year-on-year increase of 43.6% [1] - The non-deductible net profit for the same period was 348 million yuan, showing a year-on-year growth of 14.73% [1] Product Development and Innovation - The company launched a new edge AI real-time interactive voice product, integrating global edge node networks, ultra-low latency real-time communication (RTC) technology, and full-stack AI capabilities [2] - The edge AI platform empowers key sectors such as IoT, broadcasting, healthcare, and AI technology, enhancing user experience and operational efficiency [2] - Specific applications include a smart control solution for massage chair manufacturers, improving performance by 60%, and an intelligent customer service system for a leading pharmaceutical retailer, reducing manual verification costs by 40% and increasing patient trust by 50% [2] Security and Digital Transformation - The company is focusing on proactive security measures across various sectors, including smart manufacturing, education, media, entertainment, and government [3] - Utilizing SASE capabilities, the company restructured global office networks for notable clients, enhancing collaboration and establishing a zero-trust architecture for content security [3] - Future plans include continuing to focus on industry needs, particularly in AI, to provide smarter, safer, and more efficient digital services, thereby enabling digital transformation across various industries [3]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference commenced in Beijing, highlighting the transformative impact of technological innovation on the automotive industry [1] - Zhang Xinghai, Chairman of Seres Group, emphasized the rapid development of electrification, intelligence, connectivity, and sharing, which is reshaping the automotive experience for users [3] Industry Developments - The concept of proactive safety, likened to an "invisible guardian," addresses traditional automotive safety concerns, reinforcing the idea that safety is the ultimate luxury [3] - Seres Group has introduced a safety definition based on scenarios, supported by over 190 vehicle usage scenarios [3] Company Achievements - As of now, the AITO Wenjie assisted driving system has accumulated nearly 3.8 billion kilometers, preventing over 2 million potential collisions and providing proactive services more than 200,000 times, saving users over 370,000 hours in maintenance time [5] - The Wenjie M9 has become the first vehicle to achieve top ratings in the China Insurance Research Institute's C-IASI safety tests [5] Future Outlook - The automotive industry is rapidly entering an era of deep exploration in AI, with Seres Group accelerating its exploration and layout to evolve "AI + automotive" into "mobile intelligent entities" [5] - The company aims to deliver vehicles that are more emotional, intelligent, safer, and trustworthy to users in the near future [5]

Core Insights - The article highlights the effectiveness of Li Auto's AES (Active Safety System) in real-world scenarios, particularly during night-time highway driving, showcasing its ability to avoid potential accidents [1][4]. Group 1: Active Safety System Features - Li Auto's AES has made significant advancements post OTA 7.5 upgrade, enabling it to accurately identify vulnerable road users (VRUs) such as pedestrians, cyclists, and children in low-light conditions [3]. - The system can execute evasive maneuvers by decelerating and steering away from potential collisions, even in complex scenarios with multiple obstacles [3]. - As of September 2025, Li Auto's active safety system has reportedly helped users avoid 9.34 million potential collision incidents, demonstrating its high safety standards compared to industry norms [3]. Group 2: Historical Development - The AES was first introduced in July 2024, addressing challenges related to high-speed driving [3]. - The enhanced AES, launched in July 2025, expanded its capabilities to include VRUs and general obstacles, marking a significant evolution from isolated to comprehensive safety measures [3].

Core Viewpoint - The article emphasizes the importance of active safety technology in smart electric vehicles, highlighting Xiaopeng's advancements in this area to regain a competitive edge in the market [2][3][14]. Group 1: Active Safety Technology Developments - Xiaopeng has demonstrated its AEB (Automatic Emergency Braking) capabilities at speeds of up to 130 km/h in various challenging conditions, including night and wet roads [2][4]. - The company has redefined its active safety architecture and software, with daily updates to enhance performance and address market competition [2][3]. - Xiaopeng's AEB system is designed to operate effectively in a full speed range of 0-150 km/h, with a focus on real-world scenarios [4][5]. Group 2: Technical Innovations - Xiaopeng employs a "two-stage braking" strategy to enhance user comfort during emergency braking, initially applying a moderate deceleration before engaging full braking if necessary [5][6]. - The introduction of the AES (Automatic Emergency Steering) system allows vehicles to navigate around obstacles on slippery surfaces, utilizing a unique "single-side braking" technique [8][9]. - The company aims to tackle complex driving conditions, such as icy roads, to ensure stability and effective obstacle avoidance [9][10]. Group 3: Strategic Focus and Team Dynamics - Xiaopeng has established dedicated teams and "war rooms" to enhance collaboration and expedite the development of active safety features [15][16]. - The company has shifted its focus to prioritize active safety, responding to consumer demand for improved vehicle safety [14][18]. - The development process has been streamlined to ensure rapid iteration and effective communication among team members [16][17]. Group 4: Market Position and Future Goals - Xiaopeng's advancements in active safety are part of a broader strategy to maintain its leadership in the smart driving sector amid increasing competition [14][18]. - The ultimate goal of the active safety technology is to achieve "zero collisions" by expanding the coverage of AEB and AES systems [22][23]. - Future efforts will focus on enhancing scene coverage based on real-world collision data to prioritize high-frequency and high-severity scenarios [23][24].

Core Viewpoint - The company emphasizes that safety is a fundamental aspect of its two-wheeled electric vehicles, integrating both passive and active safety features throughout the design, manufacturing, and user experience processes [1][9][10]. Passive Safety - Passive safety is described as the foundation of the safety system, with the vehicle's structure and materials being critical to ensuring user safety during rides [2][5]. - The latest model, the Orion 2, utilizes HC420 alloy steel, enhancing torsional rigidity by 48% and longitudinal rigidity by 61%, which improves the vehicle's ability to maintain control under stress [2][3]. - For heavier electric motorcycle models, the M3 95C MAX features a reinforced frame made of QSTE420 high-strength alloy steel, increasing wall thickness from 2.0mm to 3.5mm to enhance stability and lifespan [3]. Brake System - The brake system is highlighted as a crucial component of safety, with larger disc brakes being implemented across various models to improve braking performance and reduce stopping distances [3][4]. - The MMAX110 mk2 and Mz 110 models feature a front disc diameter of 220mm and a rear of 180mm, while the M3 95C MAX has a front disc of 240mm and a rear of 200mm [3]. Lighting System - The company is advancing its lighting systems, with plans to standardize the ALC panoramic lighting system in new products by 2025, providing high brightness standards for improved visibility and safety [4]. Active Safety - Active safety features are being integrated into the product line, including the RideyFUN function for real-time navigation and alerts, enhancing user awareness and reducing distraction [6]. - The ABS anti-lock braking system is being made standard across mid-range products, preventing wheel lock-up during emergency braking [6][7]. - The TCS traction control system and CBS linked braking system are also being introduced to improve vehicle stability and simplify operation [6]. Battery Safety - The company has developed the BMS6.0 battery management system, which includes over 30 safety protections, ensuring comprehensive safety for electric components [7]. Emergency Features - A one-button SOS emergency call system has been introduced, allowing users to contact emergency contacts automatically in case of an incident, particularly benefiting solo or female riders [7]. - The AHRS attitude sensing system triggers an alarm in the event of a severe collision or fall, enhancing user safety [7]. User-Centric Safety Innovations - The seat cushion sensing feature prevents accidental acceleration by ensuring the vehicle only unlocks when a weight of over 15 kilograms is detected [8]. Industry Leadership - The company positions itself as a leader in promoting safety standards within the industry, advocating for "safety as a standard" across all product lines [9][10].

Core Viewpoint - The report by China Galaxy Securities highlights BYD's luxury brand Tengshi, emphasizing its strong market performance and technological advancements, with a buy rating and a target price of 151.82 yuan [1]. Group 1: Brand Positioning and Market Performance - Tengshi, established in 2010, is positioned as a mid-to-high-end brand, with the D9 model achieving significant sales success in the domestic market [2]. - The D9 has led the Chinese MPV market for two consecutive years and is set to expand globally, entering markets such as Singapore, Thailand, Indonesia, and Malaysia in 2024 [2]. - By 2025, Tengshi is expected to achieve sales of 230,000 units, with the D9 contributing 125,000 units [4]. Group 2: Technological Advancements - Tengshi benefits from BYD's high R&D investment, enhancing its technological capabilities, including advanced safety features and AI-driven smart cockpit systems [3]. - The DM5.0 system has improved fuel efficiency by 10%, and the new super e-platform offers rapid charging capabilities [3]. Group 3: Financial Projections - Revenue projections for BYD from 2025 to 2027 are 994.03 billion yuan, 1,160.77 billion yuan, and 1,307.58 billion yuan, with net profits of 52.54 billion yuan, 63.22 billion yuan, and 75.40 billion yuan respectively [4]. - The estimated EPS for the same period is 5.76 yuan, 6.93 yuan, and 8.27 yuan, with a reasonable per-share value range of 134.75 yuan to 151.82 yuan [4].

Core Viewpoint - The global energy storage industry is experiencing rapid growth, with safety concerns becoming a critical issue as incidents related to battery failures have exceeded 100 globally, highlighting the urgent need for effective safety solutions [2][3][4]. Industry Overview - The global energy storage market is projected to exceed $1 trillion by 2030, with an annual growth rate of over 30% [2]. - In Q1 2025, global shipments of energy storage cells are expected to reach 99.58 GWh, representing a year-on-year increase of 150.62% [2]. Company Initiatives - Desay Battery held a global launch event for its "Proactive Safety Cell System," emphasizing that safety is the "lifeline" of the energy storage industry and essential for driving a green future [3][4]. - The company aims to integrate Chinese manufacturing experience with international safety standards to create a new safety paradigm that is locally compliant and globally recognized [4]. Technological Advancements - Desay Battery has developed proactive safety AI cells that can provide early warnings of potential failures, moving from reactive to proactive safety measures [5][6]. - The company has established a comprehensive safety management system that monitors battery health throughout its lifecycle, utilizing advanced sensor technology to detect internal pressure and temperature changes [6][8]. Product Offerings - Desay Battery introduced a new generation of lithium UPS systems designed for high-density data centers, which can significantly reduce electricity costs during peak pricing periods by up to 79% [15]. - The company has signed strategic cooperation agreements with multiple partners to enhance technology development and product innovation in the energy storage sector [15][16]. Market Impact - The proactive safety measures and innovative products from Desay Battery are expected to set new industry standards and enhance the overall safety and reliability of energy storage systems [13][20]. - The establishment of a cloud platform for data integration and analysis will transform energy storage safety management, allowing for real-time monitoring and early detection of potential issues [9].