◆国内新闻 工信部：聚焦智能网联新能源汽车等新兴产业重点领域 创建示范基地 11月24日，工业和信息化部发布《关于开展国家新兴产业发展示范基地创建活动的通知》。其中提出，示范基地瞄准新一 轮科技革命和产业变革前沿，面向2035年和"十五五"时期国家发展战略，聚焦党中央、国务院部署的新一代信息技术、新能 源、新材料、生物、高端装备、智能网联新能源汽车、绿色环保、低空装备、航空航天等新兴产业重点领域。到2035年，创建 100个左右园区类国家新兴产业发展示范基地、1000个左右企业类国家新兴产业发展示范基地。 我国牵头制定的联合国全球技术法规《电动重型车辆车载电池耐久性》获表决通过 据工业和信息化部网站11月24日消息，联合国世界车辆法规协调论坛（UN/WP.29）第197次全体会议召开期间，由中国、 美国、日本和欧盟共同牵头制定的联合国全球技术法规（UN GTR）《电动重型车辆车载电池耐久性》经各缔约方投票表决通 过、正式发布实施。该法规主要规定了电动重型车辆电池可用能量测试方法、车载电池衰减的要求及验证方法等内容，对规范 电动重型车辆车载动力电池耐久性测试、科学评价电动重型车辆电池运行状态具有重要意义。 河北 ...

新京报讯（记者刘思维）多名中国车主针对FSD（完全自动驾驶能力）功能批量起诉特斯拉一事有新进展。该案 代理律师、北京圣运律师事务所创始人王有银表示，因特斯拉向北京市大兴区人民法院提出管辖权异议，原定于 12月5日上午进行的买卖合同纠纷一审开庭取消。 今年下半年，约10名购买FSD功能的车主起诉特斯拉欺诈的买卖合同纠纷案件，在大兴区人民法院批量立案。原 告车主之一、系列案件的代理律师王有银告诉新京报记者，12月5日，其中一起案件将开庭。这些车主在购买FSD 功能后得知，受制于车辆硬件限制，他们的车辆可能无法支持购买时宣传的完全自动驾驶功能，因此，他们认为 特斯拉涉嫌欺诈消费者，要求退一赔三。 王有银介绍，特斯拉汽车销售服务（北京）有限公司（以下简称"特斯拉"）申请将该案移送至北京市第二中级人 民法院审理。理由是，就同类纠纷，北京、上海等地法院均已作出生效判决，驳回原告的诉讼请求。特斯拉认 为，根据我国《关于加强和规范案件提级管辖和再审提审工作的指导意见》第四条等相关规定，如果法院已经受 理的一审民事案件涉及具有诉源治理效应，有助于形成示范性裁判，推动同类纠纷统一、高效、妥善化解等情形 的，则由上级法院进行审理。 ...

Group 1 - Maserati has reduced the price of its electric SUV model Grecale Folgore to 358,800 yuan, with a range of 533 kilometers, but the final cost may reach around 400,000 yuan after options [2] - The founder of the toy industry pioneer Lin Liang passed away at the age of 102, known for introducing Transformers toys to China and supporting education through donations [4] - Hema's pet food brand "Pet Fresh" is closing all stores less than a year after opening, with significant discounts being offered at remaining locations [6] Group 2 - JD.com has launched a "JD Review" feature in testing phase, allowing users to review hotels and attractions, but it is not yet commercialized [9] - Apple CEO Tim Cook may step down as early as next year, with John Ternus seen as a potential successor, as the company prepares for leadership transition [10][11] - Sony Pictures has acquired the film rights for Bubble Mart's Labubu toy, which is currently in early development [13] Group 3 - A private international school in Beijing is facing financial difficulties, unable to pay staff salaries, attributed to shareholder disputes [19][14] - Alibaba's Tongyi app has been renamed to Qianwen, aiming to compete with ChatGPT as a personal AI assistant [17] - Five major airlines announced free cancellation and modification for tickets related to Japan routes due to special circumstances [17] Group 4 - Berkshire Hathaway has reduced its stake in Apple from 280 million shares to 238.2 million shares, while holding nearly $4.3 billion in Alphabet stock [19] - Tesla claims its Full Self-Driving (FSD) system has driving experience that surpasses any human driver, based on extensive data collection [18] - Google plans to increase its investment in data centers in India to over $15 billion, focusing on AI infrastructure [22] Group 5 - GAC High Domain has completed a 200 million yuan Pre-A round of financing, totaling 500 million yuan this year [24] - NOITOM Robotics has secured nearly 100 million yuan in Pre-A financing, with participation from various investment firms [24] - AI 3D generation company Yingmou Technology has completed a multi-million dollar A+ round of financing to enhance its technology and market reach [25]

欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1. 【玛莎拉蒂再降价，经销商纯电车报价35万】近日，多地玛莎拉蒂门店社交媒体发布海报称，玛 莎拉蒂的SUV车型Grecale Folgore售价35.88万起。海报信息显示，该车型为纯电车型，采用宁德 时代电池技术，续航里程533公里，购买可减免购置税。对此，记者致电经销商核实了这一价格的真 实性。 销售顾问表示，35.88万是裸车价，另外还需要加上一定的选配费用，最终落地大约在40万 元，外观方能与燃油版完全一致，但在设计细节上更具科技感。关于续航，官方标注为533公里，在 实际综合路况下，大约能达到八折左右，400多公里。（蓝鲸新闻） 2.【特斯拉：FSD驾驶经验远超任何人类驾驶员】特斯拉在社交媒体平台X发文称："完全自动驾驶系 统（FSD）的驾驶经验远超任何人类驾驶员 —— 我们的车队依托超百年的数据进行训练，每十分钟 共同经历的驾驶场景总量就相当于人类一辈子的驾驶场景阅历。我们通过数十亿英里的真实道路驾驶 数据进行验证，涵盖各类道路类型、光照与天气条件、交通状况、行驶速度及不同地理区域。"（界 面新闻） 3. ...

这可能是最后一代不能"完全自动驾驶"的FSD了： KOL用户第一时间上传大量实测，有人惊叹FSD真的像马斯克说的那样有了"意识"，能理解场景环境： 当然也不断有人抱怨反馈，怎么看似简单的场景，FSD感觉始终不得要领… 凡此种种，老马统一回话：问题已经解决95%，下一个V14.2版本，全面实现完全自动驾驶。 而老马第一次承诺"完全自动驾驶"，已经是10年前的事了。 改进、厉害的地方 一个月前FSD V14首次更新，最大的特征是"打通"，打通各种停车、接驳功能和开放道路上的智能辅助驾驶体验。 也就是国内用户更加熟悉的车位到车位驾驶能力，V14现在能够处理完整的door to door行程。 14.1.7小版本更新，直观体验上是在各个场景的处理，更加丝滑平顺。 比如常规十字路口，没有极端Corner case的情况，FSD现在不会有丝毫犹豫或迟疑，也不会在确认安全可通行的情况下再做无谓的提前减速避让： 刚刚，特斯拉推送了V14.1.7版本FSD： 有人被FSD极限场景的操作能力震惊到： 这说明"规则"的含量，在FSD里越来越低了。 遇到行人横穿马路，FSD与路上其他人类司机相比，显然更加礼貌，会在比较远的地方就主动 ...

Core Points - Elon Musk has received a potentially $1 trillion compensation package, which is considered the most expensive in business history [5][12] - The approval of this package comes at a time when Tesla is facing significant challenges, including a 45% drop in European sales and a halving of profits [6][10] - Despite skepticism from professional investors, retail shareholders overwhelmingly supported the package, viewing Musk as integral to Tesla's identity and future [22][33] Company Performance - Tesla's current market value is $1.5 trillion, and Musk's compensation is contingent upon increasing this to $8.5 trillion, a 466% increase [12][15] - The compensation is divided into 12 milestones, each requiring specific performance targets, including achieving a market cap of $2 trillion and selling 1 million humanoid robots [13][14] - Analysts have noted that even achieving a few of these milestones could result in Musk earning hundreds of billions, raising concerns about the feasibility of the targets [18][20] Shareholder Sentiment - Retail investors are more focused on Musk's vision and past successes than on corporate governance principles, leading to a 75% approval vote for the compensation package [32][50] - The sentiment among shareholders is that without Musk, Tesla's stock would plummet, prompting them to support the package as a means to retain his leadership [33][50] - The vote reflects a belief in Musk's ability to turn ambitious visions into reality, despite the risks involved [47][50] Strategic Implications - The $1 trillion package is seen as a strategic investment in Tesla's future direction towards AI and robotics, rather than just a salary [49][50] - Musk's focus on humanoid robots and autonomous vehicles positions Tesla as a leader in these emerging markets, with potential for significant market share [38][49] - The approval of this compensation plan signals a commitment to ambitious technological advancements, which could reshape the automotive and tech industries [49][50]

Core Viewpoint - Tesla shareholders approved Elon Musk's $1 trillion compensation plan with over 75% support, leading to a 1.69% increase in Tesla's stock price post-announcement [1] Group 1: Compensation Plan Details - The compensation plan is structured as a 10-year performance-based agreement, granting Musk up to 423.7 million restricted stock units, approximately 12% of the adjusted total shares [3][4] - To unlock these shares, Musk must meet 12 sets of escalating performance targets, categorized into market capitalization thresholds and operational milestones [3][7] Group 2: Performance Targets - The first phase requires Tesla's market capitalization to increase from approximately $1.5 trillion to $2 trillion, with subsequent phases increasing by $500 billion until reaching $6.5 trillion, and then $1 trillion increments up to $8.5 trillion [6][9] - Operational milestones include delivering 20 million vehicles, achieving 10 million active Full Self-Driving (FSD) subscriptions, delivering 1 million humanoid robots, and deploying 1 million Robotaxis in commercial operation [7][9] Group 3: Investor Sentiment - Retail investors show divided opinions; some view the compensation plan as recognition of Musk's contributions and essential for Tesla's future, while others express concerns about the potential impact of Musk's departure on their investments [3][1] - Morgan Stanley warned that a rejection of the compensation plan could be interpreted as a "vote of no confidence" in Musk, potentially leading to a stock sell-off and a decline of over 10% in Tesla's share price [2]

Core Points - The National Highway Traffic Safety Administration (NHTSA) has announced an investigation into approximately 2.88 million Tesla vehicles equipped with the Full-Self Driving (FSD) system due to over 50 reports of traffic safety violations and accidents [1] - The investigation includes 58 reports, with 14 accidents resulting in 23 injuries, raising concerns about the FSD system's ability to recognize traffic signals and stop at red lights [1][2] - Tesla's stock price fell by 5.06% to $413.49 per share, resulting in a market capitalization loss of approximately $7.322 billion following the news [1] Investigation and Legal Challenges - The NHTSA has been investigating Tesla's Autopilot system since August 2021, with at least 322 accidents reported, highlighting "critical safety gaps" [4] - Tesla faces multiple lawsuits globally, including a recent case in Florida where a jury ruled Tesla liable for a 2019 accident, ordering $240 million in damages [4] - In China, Tesla is facing lawsuits related to the FSD feature's marketing and actual performance, with claims of fraud from car owners [4][5] Safety Data and Comparisons - Tesla vehicles using Autopilot or FSD experience an accident every 6.69 million miles, while those not using these features have an accident every 0.963 million miles [2] - In comparison, the NHTSA reports that a vehicle collision occurs approximately every 0.702 million miles in the U.S. [2] FSD System Updates - Tesla has begun rolling out a significant update to the FSD system (version V14.1), which includes ten new features aimed at improving environmental perception and response capabilities [6] - The update is seen as a step towards enhancing the FSD's functionality, despite ongoing scrutiny and legal challenges [6][9] Industry Perspectives - The debate continues regarding Tesla's "pure vision" approach to autonomous driving, which relies solely on cameras and neural networks, as opposed to using lidar for enhanced safety [8] - Experts express concerns about the limitations of vision-only systems in certain conditions, suggesting a mixed approach may be more effective in ensuring safety [8]

Core Viewpoint - The National Highway Traffic Safety Administration (NHTSA) is investigating 2.88 million Tesla vehicles equipped with the "Full Self-Driving" (FSD) system due to over 50 reports of traffic safety violations and accidents [1][3]. Group 1: Investigation Details - The NHTSA claims that the FSD system has led to behaviors that violate traffic safety regulations, including running red lights and making illegal lane changes [3]. - Currently, the NHTSA is reviewing 58 reports related to the FSD system, which include 14 accidents resulting in 23 injuries [3]. - Reports of 6 accidents indicate that Tesla vehicles with the FSD system entered intersections while the traffic light was red, colliding with other vehicles [5]. Group 2: Tesla's Response and Software Update - Tesla has not yet responded to the investigation but has updated its related software this week [6]. Group 3: Potential Outcomes of the Investigation - The ongoing investigation is a preliminary assessment, and if the NHTSA determines that the vehicles pose "unreasonable safety risks," a recall may be required [8]. - The NHTSA will also examine the performance of the FSD system near railway crossings [8]. Group 4: Previous Investigations - In October 2024, the NHTSA conducted a similar investigation involving approximately 2.4 million Tesla vehicles with the FSD system, prompted by four collision incidents under low visibility conditions [10]. - According to Tesla's official website, the FSD system is designed to perform driving tasks intelligently and accurately under driver supervision, including navigation, steering, lane changes, and parking, although the current functionalities still require human monitoring [10].

Group 1 - Tesla has been focusing on software improvements to achieve full self-driving capabilities, with the latest FSD V14 version showing potential, although further iterations are needed to fulfill key functionalities [1] - Future versions of FSD, such as V14.1 or V14.2, will introduce pothole and obstacle avoidance features, which are crucial for the reliable operation of autonomous vehicles [1] - The long-awaited "autonomous parking" feature is expected to be launched soon, as confirmed by CEO Elon Musk [3][4] Group 2 - The "autonomous parking" feature will allow vehicles to autonomously find parking spaces after the user exits the vehicle, marking a significant step towards full automation [5] - The concept of autonomous self-parking has been discussed for several years, indicating a lengthy development process [5] - Tesla plans to launch a Cybercab without a steering wheel or pedals by early 2026, suggesting that the technology for autonomous parking must be ready regardless of its availability to regular consumers [5]