Core Insights - The competition in the smart car industry is shifting from hardware capabilities to the sophistication of AI models, with the "Doubao" model leading in adoption among new mass-produced vehicles set to launch in 2025 [2][3][9] - The integration of large models into vehicles is moving from a novelty to a necessity, with companies focusing on the usability and effectiveness of these AI systems rather than just their presence [3][9] Industry Trends - The 2023 Guangzhou Auto Show highlighted a significant increase in the deployment of AI models in vehicles, with the "Doubao" model being integrated into a wide range of cars from luxury brands like Mercedes and Audi to mainstream models from Roewe and Changan Mazda [2][3][5] - The shift in power dynamics within the automotive industry is evident, as companies now prioritize the robustness of their AI model foundations and the real-world data they can leverage over traditional hardware specifications [3][7] Product Innovations - The "Doubao" model enhances user interaction in vehicles, exemplified by its implementation in the Mercedes-Benz EQ CLA, which improves interaction efficiency by 50% and can recognize four emotional states [5][6] - Other models, such as the Roewe M7 DMH, utilize the "Doubao" model for complex command execution, demonstrating the ability to understand nuanced language and perform multiple actions in response to a single command [6][7] Strategic Partnerships - Fire Mountain Engine has expanded its partnerships with major automotive brands, including Mercedes, BMW, and Volkswagen, integrating its AI capabilities into various aspects of vehicle operation and customer engagement [7][8] - The collaboration with Mercedes illustrates a comprehensive approach, extending beyond in-car systems to include digital marketing and customer lifecycle management [7][8] Future Outlook - The competitive landscape for AI in vehicles is still evolving, with the true measure of success lying in the ability to deeply integrate AI models into practical use cases and continuously iterate based on real-world data [9][10] - The challenge for Fire Mountain Engine will be to maintain its leading position while allowing automotive companies to retain brand identity and control over their technology [10]

Core Insights - The 23rd Guangzhou International Auto Show showcases the integration of AI technology in vehicles, particularly through the use of the Doubao large model, which is becoming a standard feature in new smart cockpits by 2025 [1] - The event highlights a shift towards more personalized and interactive AI experiences in vehicles, moving from basic mechanical dialogue to more human-like interactions [1] Group 1: Vehicle Models and Features - The Mercedes-Benz pure electric CLA features a new intelligent human-machine interaction system that utilizes the Doubao large model, improving interaction efficiency by 50% and reducing wake-up time to 0.2 seconds [2] - The SAIC Audi E5 Sportback incorporates the "Audi Assistant," which enhances understanding of user intent and context, providing deeper insights into user needs [4] - The SAIC Roewe M7 DMH, which debuted at the show, showcases advanced semantic understanding capabilities, allowing it to interpret complex user commands and maintain contextual memory [8][9] Group 2: AI Capabilities and User Experience - The Roewe M7 DMH can execute multiple vehicle control tasks from a single command, demonstrating its ability to manage complex scenarios effectively [9] - The Dongfeng Yipai 007, powered by the Doubao large model, supports simultaneous execution of up to 10 high-frequency commands, ensuring zero-latency response [9] - The Changan Mazda EZ60 integrates the Doubao large model, allowing users to access over 1,700 functions through voice commands, enhancing the overall user experience [10]

Core Insights - ByteDance's Volcano Engine and Seres have partnered to advance the integration of the Doubao large model into vehicle systems, marking a significant collaboration in the field of embodied intelligence [1][2] - The project is currently in the research and development phase, with Seres focusing on vehicle system architecture and Volcano Engine concentrating on deploying the large model in vehicles [2][5] Partnership Details - The Doubao large model is one of the largest AI native applications in China, and its integration will enable comprehensive interactions through voice and visual capabilities [2] - Seres is evaluating the use of NVIDIA's Orin Y chip, which offers 200 TOPS of computing power, for the AI Box that will support the Doubao model [2][3] - The deployment strategy for the Doubao model is still under consideration, with options including cloud deployment or integration into the vehicle's domain control [2][8] Industry Trends - The application of large models in vehicle systems is becoming a trend, with other automakers like Geely and Changan also planning to adopt independent AI Boxes to support large models [3][4] - The introduction of large models into vehicles is seen as the next generation of cockpit technology, with companies like Li Auto and XPeng already deploying large models with billions of parameters [6][7] Competitive Landscape - Seres aims to establish its own independent intelligent technology platform, competing with other brands like AITO, which has seen significant success with its models [4][9] - The partnership with ByteDance is part of Seres' strategy to prepare for overseas expansion, with plans to allocate 20% of future IPO funds for marketing and global brand recognition [9][10]

" 车展的整体氛围更倾向于严肃和技术化的表达。 " 文 / 巴九灵（微信公众号：吴晓波频道） 闹腾了半年多的 2025 上海车展终于在 4 月 23 日开幕了。 谁能想到，为了获得这场全球影响力最大车展的主办权，从去年 9 月开始出现了"两个主办方之争"，一度闹上法庭，直到开幕前不到 20 天才平息 风波。 同时，这算是历经 700 多天"价格战"短暂停火后的第一场车展。 从展馆的布局中，我们便能一窥汽车大战后的残酷格局： 头部企业地盘扩大，如吉利集团、华为的展台规模要明显比前几届大得多，奇瑞集团亮相53辆车。但品牌多样化却消失了 ——尽管多了乐道、萤 火虫、方程豹、 iCAR 等新面孔，但大多属于大车企的子品牌，代替了原来各种"新势力"和小品牌。合创、哪吒、高合、极越早已不见踪影，一 些转型不太成功的国外车企或合资车企也缺席了，如雪佛兰、现代、起亚、捷豹路虎…… 但无论如何，上海车展还是在一场血腥战争后有惊无险地来了。 点击图片▲立即收听 全球影响力最大的车展 据官方数据，本届车展的整体规模要高于上届。 张翔教授是北方工业大学汽车产业创新中心研究院研究员，见证了每一届上海车展的他，向小巴谈及一些新变化。 " ...

Core Viewpoint - The 2025 Shanghai Auto Show reflects a shift towards a more serious and technology-driven atmosphere, showcasing the aftermath of a fierce price war and the evolving landscape of the automotive industry [2][3][25]. Group 1: Event Overview - The Shanghai Auto Show, the largest global auto exhibition, opened on April 23, 2025, after a dispute over its hosting rights [2][6]. - This event marks a temporary halt after over 700 days of price wars in the automotive sector [3]. - The layout of the exhibition indicates a consolidation of power among leading companies, with larger displays from firms like Geely and Huawei, while many smaller brands and foreign automakers are notably absent [4][12]. Group 2: International Presence and Engagement - The show has seen an increase in international attendance, facilitated by improved access and visa policies, leading to a more diverse crowd [7][9]. - High-profile executives from global automotive brands are engaging with Chinese manufacturers, indicating a shift towards more equal standing in terms of brand status and technological capabilities [11][12]. Group 3: Technological Trends - Key technological highlights include advancements in fast charging, with companies like Zeekr and BYD showcasing rapid charging capabilities [26]. - The integration of AI and digital technologies is becoming prominent, with many companies announcing the application of AI models in their vehicles [29][30]. - A notable trend is the shift from hardware-focused innovations to software-defined vehicles, reflecting a broader digital transformation in the automotive industry [30]. Group 4: Safety and Regulatory Focus - The event has seen a strong emphasis on safety, particularly in light of recent regulatory changes regarding autonomous driving technologies [35][36]. - Many companies have adjusted their marketing strategies to focus on safety rather than exaggerated claims about autonomous capabilities, reflecting a more cautious approach in the industry [35][36]. Group 5: Market Dynamics and Future Outlook - The 2025 Auto Show signifies a transition into a phase of technological refinement rather than radical innovation, with companies focusing on optimizing existing technologies [39]. - The competition is shifting towards enhancing user experience and safety, as well as addressing consumer demands for personalized vehicle features [41].