智驾平权：技术革新领航，开启 10%-50%智驾渗透大周 期 20250824 摘要 智能驾驶渗透率快速提升：受益于激光雷达、芯片等核心部件成本下降 及法规逐步放开，预计智能驾驶技术渗透率将从目前的 10%迅速提升至 50%。 消费者对智能化需求强烈：调研显示智能化已成为购车重要因素，如小 鹏 Mona M03 Max 版本在低价位段提供优质智驾功能，全系销量占比 持续超过 80%。 技术路径向端到端大模型演进：行业正从 L2 功能、高速 NOA、城区 NOA 向端到端大模型演进，关注算法、算力和数据三大要素，以提升泛 化能力和自动化水平。 算力和数据储备至关重要：车企需提升车载算力（如小鹏超 2000TOPS、理想 700TOPS 以上），并储备大规模数据（如华为 11Flops 算力、小鹏上亿级 Clip 数据），以训练更优模型。 头部车企加速智能驾驶车型推送：比亚迪推出智驾平权计划，吉利、长 城、奇瑞等品牌也将陆续推出搭载智能驾驶系统的新车型，加速市场渗 透。 Q&A 当前智能驾驶行业的发展趋势如何？ 智能驾驶行业正从电动化逐步向智能化发展。从功能层面来看，技术的迭代和 升级显著提升了用户体验。例如，从 ...

Core Viewpoint - The recent automotive intelligence driving simulation tests have sparked controversy, particularly regarding the performance of domestic brands compared to Tesla, highlighting the need for rigorous and credible testing standards in the industry [1][4]. Industry Development - The acceleration of automotive intelligence has made smart driving a crucial area of competition, driven by policy support, technological innovation, and market demand [2]. - By the end of 2024, the penetration rate of passenger cars with Level 2 (L2) combined driving assistance functions in China is expected to reach 57.3%, indicating a leading advantage in the smart driving sector [2]. Market Dynamics - Major luxury car brands, including BMW, Mercedes-Benz, and Audi, are increasingly adopting Chinese smart driving solutions, reflecting the growing recognition of China's technological capabilities in this field [2][3]. - Japanese automakers such as Toyota, Honda, and Nissan are also collaborating with Momenta to integrate smart driving technologies, showcasing a broader trend of multinational companies embracing Chinese innovations [3]. Technological Advancements - Chinese companies are achieving significant market share in key smart driving hardware, with over 60% of the global market for lidar technology being held by Chinese brands [3]. - The transition from "usable" to "well-functioning" smart driving systems requires overcoming technical limitations due to the complexity of real-world driving scenarios [3][4]. Strategic Importance - Smart driving is a critical trend in the global automotive industry, representing a strategic point for China to establish new productive forces and secure a competitive edge in the future automotive landscape [4].

Core Viewpoint - The launch of the new FAW-Volkswagen flagship SUV, the all-new Langjing, aims to meet the diverse travel needs of Chinese families with significant upgrades in space, power, intelligence, safety, and quality [1][3]. Group 1: Product Features - The all-new Langjing is available in two models: the 450 four-wheel drive Supreme and the 450 four-wheel drive Flagship, priced at 269,900 yuan and 299,900 yuan respectively, with both 6-seat and 7-seat configurations offered at the same price [1]. - The vehicle boasts a length of 5168mm and a wheelbase of 2980mm, providing a spacious interior with a high space utilization rate of 87.2% [4]. - The third-row seating offers a "true three-row" experience with generous headroom of 991mm, elbow room of 1458mm, and seat height of 311mm, enhancing comfort for passengers [4]. - The 6-seat version features independent second-row seats with electric adjustment, ventilation, heating, and 3D massage functions, while the 7-seat version allows for flexible seating arrangements to accommodate larger items [4]. Group 2: Powertrain and Efficiency - The all-new Langjing is equipped with the fifth-generation EA888 engine, with the high-power version delivering a maximum power of 200kW and peak torque of 400N·m [4]. - Fuel efficiency has improved, with the high-power version achieving a WLTC combined fuel consumption of 8.33L per 100km [4]. Group 3: Intelligent Features - The vehicle features a three-screen design that integrates driving and entertainment information, enhancing the user experience [5]. - A 15-inch central control screen powered by Qualcomm's 8155 chip supports over 400 voice interaction functions with a recognition accuracy of over 95% [5]. - The all-new Langjing is the first fuel vehicle to feature end-to-end highway Navigation on Autopilot (NOA) and is equipped with an advanced driver assistance system developed in collaboration with Zhuoyue Technology [6]. Group 4: Safety and Quality - The all-new Langjing adheres to strict German manufacturing standards, with a high-strength cage body and a high-strength steel usage rate of 84%, including 25% hot-formed steel [7]. - The vehicle includes various safety technologies such as emergency assistance, intersection assistance, and pedestrian prediction protection, ensuring comprehensive safety for family travel [7]. - Prior to its launch, the vehicle underwent extensive testing, accumulating a total mileage of 9.37 million kilometers under various conditions [7]. Group 5: Customer Benefits - The launch includes significant purchase incentives, offering over 20,000 yuan in value, including a unique "four lifetime" guarantee covering lifetime vehicle warranty, basic maintenance, repair compensation, and original parts warranty [7]. - Additional benefits include a premium seat package valued at 6,666 yuan and an electric side step worth 5,000 yuan, along with various financial and trade-in offers [7].

Group 1 - The report addresses the differences between dexterous hands and grippers, emphasizing the importance of dexterous hands in robotic applications [1] - Dexterous hands have four key modules: drive, deceleration, transmission, and perception, which are crucial for the commercialization of robots [1] - In industrial applications, grippers are favored for their stability and cost-effectiveness, while dexterous hands offer greater adaptability and flexibility for complex tasks [1] Group 2 - The complexity of dexterous hands is expected to drive demand for various components, with a notable increase in degrees of freedom showcased at the "werobot" event [2] - The application of micro-screws and tendon ropes is expanding among manufacturers like Tesla for more efficient transmission solutions [2] - The market for dexterous hands is projected to reach 900 million yuan by 2025 and 37.6 billion yuan by 2030, with a compound annual growth rate of 110% [2] Group 3 - The competitive landscape for dexterous hands includes three main types of players: self-researching robot manufacturers, startups focused on dexterous hands, and companies extending from other industries into dexterous hand components [3] - Companies with quality products related to dexterous hands include Longsheng Technology, Xiangxin Technology, Wuzhou Xinchun, Nanshan Zhishang, Hengshuai Co., Guangyang Co., and Helit Technology [3]

Core Viewpoint - Xiaopeng Motors aims to double its total sales by 2025 and is optimistic about achieving profitability in the fourth quarter of this year [2][3]. Financial Performance - In Q1 2025, Xiaopeng Motors reported revenue of 15.81 billion yuan, a year-on-year increase of 141.5% [4]. - The net loss narrowed to 660 million yuan, significantly reduced from 1.37 billion yuan in the same period last year and 1.33 billion yuan in the previous quarter, marking the lowest loss in nearly five quarters [4]. - The gross margin improved to 10.5%, up 5% year-on-year, achieving growth for seven consecutive quarters [4]. - Cash and cash equivalents totaled 45.28 billion yuan as of March 31, 2025, showing an increase compared to the same period last year and the end of the previous year [4]. Sales and Delivery - Xiaopeng delivered 94,000 new vehicles in Q1 2025, a year-on-year increase of 330.8% [8]. - The MONA M03 model was the largest contributor to sales, with an average monthly sales exceeding 15,000 units [8]. - The sales revenue from vehicle sales reached 14.37 billion yuan, a 159.2% increase compared to 5.54 billion yuan in the same period last year [4]. Product Strategy - The company plans to launch new models, including the MONA M03 MAX and a revamped G7, targeting different market segments [12][13]. - The MONA series is designed to appeal to younger consumers, emphasizing aesthetics and advanced technology [12]. - Xiaopeng is also focusing on enhancing its sales network, expanding to 690 stores across 223 cities [15]. Technological Development - Xiaopeng is collaborating with Volkswagen on electronic and electrical architecture, which is expected to generate additional revenue and enhance R&D capabilities [9]. - The company is advancing its self-developed Turing chip, which is expected to improve performance in autonomous driving and smart cockpit applications [16]. Future Outlook - Xiaopeng Motors is optimistic about achieving profitability in Q4 2025, supported by new product launches and improved average selling prices [13][15]. - The company is diversifying its business beyond automotive, exploring opportunities in flying cars and robotics to create a more systemic "Xiaopeng ecosystem" [16].

Core Viewpoint - GAC Honda emphasizes long-termism and showcases its commitment to electric vehicle (EV) innovation at the 2025 Shanghai International Auto Show, highlighting the launch of the Honda P7 and other key models [1][2]. Group 1: Product Launch and Innovation - GAC Honda unveiled the Honda P7, its first model under the new electric brand, along with other significant models like the GT and the new Accord sports series, demonstrating the company's acceleration towards intelligent electric transformation [1][2]. - The company plans to integrate advanced driving assistance technology in all new vehicles sold in China, collaborating with Momenta to develop a production-level driving assistance solution based on large-scale models [1][2]. Group 2: Strategic Partnerships and Technology - GAC Honda is deepening its strategic partnership with CATL to develop its first lithium iron phosphate battery and integrated CTB battery technology, starting with the third model based on the cloud-driven architecture [2]. - The P7 will utilize over-the-air (OTA) updates to incorporate DeepSeek AI large model technology, enhancing its technological capabilities [2]. Group 3: Quality and Market Positioning - GAC Honda maintains high-quality standards in its electric vehicles, leveraging 77 years of automotive experience and 27 years of local manufacturing to ensure reliability and customer satisfaction [2]. - The P7 is positioned with luxury car features while breaking traditional pricing models, aiming to shift the industry towards a focus on value rather than mere cost-effectiveness [3].

Core Insights - Cadillac's LYRIQ-V, the first all-electric model in the V series, made its domestic debut at the 2025 Shanghai International Auto Show, showcasing a range of upcoming technologies alongside models like OPTIQ, VISTIQ, and ESCALADE IQ [1][3] Group 1: Vehicle Features - LYRIQ-V features a diamond-cut design language and a unique matte silver color, equipped with a high-performance aerodynamic kit including a low-resistance front lip and side winglets [3] - The vehicle is powered by a high-performance silicon carbide electric drive, achieving a 0-100 km/h acceleration time of 3.3 seconds, and includes custom sound simulations for an enhanced driving experience [3] - The VISTIQ model incorporates NVIDIA DRIVE AGX computing platform, offering advanced driver assistance with a focus on attention monitoring through a driver monitoring system [3] Group 2: Advanced Technologies - Cadillac introduced the first in-cabin hidden laser radar, designed to maintain high sensitivity in adverse weather conditions and reduce the risk of damage to expensive components during collisions [5][7] - The intelligent cockpit features a 33-inch 9K Mini LED curved display and a 70-inch dual-focus AR-HUD, providing detailed driving information and virtual projections of traffic signs and signals [7] - An upgraded audio system includes 4 additional top speakers, creating a 7.1.4 cinema-level sound experience in collaboration with Dolby and AKG [7]

" 从座舱域控到组合辅助驾驶，德赛西威靠软硬一体化稳步推进智 能化布局。 " 作者丨林子川 编辑丨林觉民 提起中国新能源汽车市场，理想、小鹏、蔚来是绕不过的三大明星车企。2020年前后，三家公司先后推出 理想ONE、小鹏P7、蔚来ES6，凭借智能化定位迅速打开市场，成为造车新势力的代表作。 但鲜有人注意到，这三款成名车型背后，都站着同一个供应商——德赛西威。 2019年，理想ONE是国内首款实现四屏交互的量产车型，其座舱大屏和系统集成来源德赛西威；小鹏P7 是国内首批搭载英伟达Xavier芯片的量产车型，而在当时，只有德赛西威拿到了该芯片的合作授权，几乎 以一己之力推动了高算力域控在中国市场的首次量产落地；蔚来ES6上市当年，带动品牌销量同比增长近 五成，其座舱系统和中控大屏，同样出自德赛西威。 然而，近二十年前，德赛西威的主业务几乎只制造车载音响、仪表盘，与其它供应商没有多大区别。 过去十年的汽车行业变革，德赛西威成功抓住了两轮市场红利：2017年，特斯拉引领的新能源汽车座舱大 屏化，德赛西威提前布局，常年稳居座舱大屏市场份额榜首；2020年后，新能源汽车辅助驾驶功能渗透率 增高，其凭借域控制器、雷达、摄像 ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 用一套软件提供全系标配的高阶智驾，不收费、不订阅。 文丨赵宇 李力耘说，他和何小鹏的日常沟通形式之一，就是何小鹏在群里不断报新软件版本的 bug，或者报惊喜， 他来解决。但他们的目标是一致的、不需要讨论的，"以当前 L2 的 Bom 成本为所有用户提供类似 L3 的智 能辅助驾驶体验，做到不限城市、不限工况、不限路况。" 李力耘 2019 年加入小鹏汽车。此前，他曾在百度美研、京东美国硅谷团队研发无人车。2020 年，他把家 从美国搬回广州。 在小鹏前自动驾驶副总裁吴新宙去年 8 月离职后，李力耘接棒成为自动驾驶研发一号位。他在两个月内完 成 "疯狂 200 城" 计划，今年 1 月将小鹏无图城市 NGP 的覆盖范围扩展至全国 243 座城市。 但不久之后，李力耘就迎来了更大的挑战。 一方面，特斯拉在北美推出 FSD V12 版本，率先用 "端到端" 重塑量产智能驾驶的算法架构，智能驾驶行 业的技术风向再次发生转变，国内其他厂商意图借此机会实现弯道超车。 另一方面，小鹏内部的智驾 ...

晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 "最难的选择是不改变最初的选择。" 以下文章来源于晚点Auto ，作者晚点团队 文丨程曼祺 编辑丨黄俊杰 宋玮 到 2024 年上半年结束，中国的道路上有接近 10 万辆车使用 Momenta 的自动驾驶软件。在设置好目的地后，这些车在高速路和大部分城区路段都可以自行换 道、超车、过路口，避让电动车和行人；它们来自上汽、比亚迪、广汽……都装着英伟达的自动驾驶芯片。 接下来，还有包括通用、丰田、奔驰在内的十多个品牌的数十款车型也会搭载 Momenta 的软件，这让它成为目前拿到最多高阶智能驾驶订单的公司。已交付 过类似高阶方案的供应商现在只有华为和 Momenta，自研智驾的车企中，则只有蔚小理。 不久前有报道称，Momenta 正计划赴美上市，如成功，它会成为中国自动驾驶第一股。 Momenta 曾经历起落：2018 年，它成为中国第一个自动驾驶独角兽；但在 2019-2020 年的中国自动驾驶融资黄金时期，小马智行、文远知行等公司连续融 资，Momenta 却没有发布任何融资进展，它的研发总监还离职去了蔚来。 进入 20 ...