Group 1 - Waymo aims to launch ride-hailing services in over 20 cities, including Tokyo and London, by next year, with a cumulative ride volume exceeding 14 million since 2025, projected to surpass 20 million by year-end [2] - Toyota partners with Wolfspeed to integrate silicon carbide devices into its onboard charging systems for electric vehicles [2] - BAIC Group collaborates with Horizon Robotics to develop an urban assisted driving system, utilizing Horizon's chips for a comprehensive city navigation system [2] Group 2 - Lantu Motors launches its flagship sedan, Lantu Zhaiguang L, priced from 279,900 yuan, featuring an 800V intelligent hybrid system and advanced smart driving capabilities [2] - Jiyue Automotive issues a notice to creditors regarding the status of vehicles and equipment, advising immediate cessation of use for unregistered and unmaintained vehicles due to potential legal risks [2][3]

12月9日，北汽集团宣布将与地平线建立深度联合研发机制，共同推动北汽"元境AI中枢大脑"技术升 级。下一步，北汽集团将基于两颗地平线征程6M芯片开发全场景城市NOA系统。该系统将优先搭载至 北汽自主品牌旗下最新产品。 ...

Core Insights - Horizon aims to implement advanced urban driving assistance in vehicles priced below 70,000 yuan, targeting a market where 50% of passenger car sales fall under 130,000 yuan [3][4] - The company plans to collaborate with major manufacturers to achieve a production scale of 10 million units within three to five years, leveraging its self-developed driving algorithms [3][4] - Horizon's ambition is to make advanced driving assistance a standard feature, akin to automatic transmissions, rather than a luxury add-on [4][10] Market Context - The current market for vehicles under 100,000 yuan lacks advanced urban driving features, presenting a significant growth opportunity for Horizon [3][4] - Competitors like BYD, Geely, and Chery have introduced simpler driving assistance features but have not ventured into advanced urban driving solutions [4][9] - The competitive landscape is intensifying, with companies like Momenta and Qualcomm entering the market with rapid advancements in chip development [4][9] Technological Development - Horizon's strategy involves developing its own HSD (High-level Driving) solutions to increase market share and reduce costs through economies of scale [10][11] - The company aims for a tenfold increase in computing power and model capacity with each new generation of chips, with the upcoming Journey 7 series expected to launch alongside Tesla's next-generation AI5 chip [10][11] - The Journey 6 series is crucial for Horizon's strategy, as it is designed to support urban NOA (Navigation on Autopilot) and is expected to meet the rising demand for higher computing power in the industry [11][12]

（文章来源：第一财经） 12月8日，在2025地平线技术生态大会上，地平线CEO余凯表示，公司基于单征程6M的城区辅助驾驶即 将量产上车，将普惠到10万元级别市场。首批单征程6M城区辅助驾驶量产合作方式有两种，一种是芯 片工具链合作，合作伙伴包括博世、卓驭、轻舟智航；另一种是算法服务合作，合作伙伴包括电装 （DANSO）、酷睿程（CARIZON）、智驾大陆（neueHCT）。 ...