2025年年末，卓驭科技在深圳举办品牌十周年盛典，会上发布了全新的多模态端到端世界模型，这是其面向未来的"数据驱动的空间智能移动基座"。 卓驭科技创立于2016年，其前身是大疆车载，2023年开始从大疆分拆独立运营，并于2024年9月成为一家独立的辅助驾驶方案商。卓驭科技CEO沈劭劼在大 疆期间带领团队开发无人机产品，对机械视觉有深入研究。源于大疆的机器人工程技术，成为卓驭进入车载及辅助驾驶领域后技术路线的基础。 2024年9月27日正式从大疆体系独立后，卓驭面临自主决策的考验，其一度出现巨大的财务压力。技术上，由于依赖机器人学派的"规则驱动"，卓驭起初在 乘用车辅助驾驶实践中碰到"解决一个问题又冒出十个问题"的困扰。于是，卓驭放弃了原先的"规则驱动"技术，开始拥抱端到端大模型，使得自身境况得到 了改善。 与其他辅助驾驶方案商相比，卓驭的产品集中在10万元左右的大众化乘用车市场。在高阶辅助驾驶尚未普及时，卓驭以低价进入市场，给其带来了"价格屠 夫"的名号。沈劭劼对此澄清，卓驭从低算力、低成本切入，核心目的是让10万元不到的A0级电动车也能拥有智能辅助驾驶功能。 "我们一直在做软硬一体，它天然会带来性价比，现在 ...

Core Insights - The article discusses the rapid adoption of intelligent driving technologies in the Chinese automotive industry, highlighting the shift from traditional driving to smart driving experiences by 2025 [1][2]. Group 1: Market Trends - By the third quarter of 2025, new passenger cars equipped with Level 2 (L2) driving assistance features saw a year-on-year sales increase of 21.2%, with a penetration rate of 64%, indicating that over 6 out of every 10 new cars sold have basic smart driving capabilities [1]. - The focus of consumers is shifting from single highway scenarios to complex urban environments, with a growing preference for driving assistance systems that can handle city traffic and intersections [2]. Group 2: Technological Advancements - Continuous technological breakthroughs and rapidly decreasing costs are driving the smart driving revolution, with hardware costs halving every two years and user experience expected to improve tenfold in the same period [3]. - The Chinese smart driving market is at a critical turning point in 2025, transitioning from "technology validation" to "scene implementation," with L2 features becoming standard across all vehicle models [3]. Group 3: Industry Dynamics - The market is experiencing intense competition, leading to a significant industry reshuffle where only companies with technical strength and mass production experience will survive [4]. - The focus of market competition is shifting towards user experience, cost control, and product ecosystem, with a predicted market structure that will be characterized by significant stratification and specialization [5].

银河通用宣布完成超3亿美元新一轮融资，这一金额刷新了具身智能领域的单轮融资纪录。 据19日公布的信息，本轮融资由中国移动链长基金领投，中金资本、中科院基金、苏创投、央视融媒体 基金、天奇股份等产业资本与投资平台联合注资。此外，交易还吸引了来自新加坡、中东的国际投资机 构及老股东的加注。融资完成后，银河通用的估值已达到30亿美元（约211.3亿人民币）。 这笔交易凸显了资本市场对具身智能赛道的持续押注。作为北京大学系的初创企业，银河通用在短短半 年内估值翻了三倍。此前一轮融资后，其外部估值约为10亿美元。随着新资金的注入，其累计融资额已 约达8亿美元。公司表示，资金将主要用于核心技术的持续投入、加速各领域解决方案的规模化落地与 迭代，以及拓展全球合作网络。 此次融资正值中国人形机器人企业加速迈向资本市场的关键窗口期。据报道，银河通用已于11月28日完 成股份制改革，目前正在筹备赴港上市，最早可能在明年首季向港交所递交申请，目标估值在30至40亿 美元之间。 "国家队"与产业资本重注 在完成本轮融资前，银河通用已在资本市场动作频频。公司于今年6月23日完成了由宁德时代领投的11 亿元新一轮融资，并在今年6月和11 ...

以下文章来源于蚀刻AiTech ，作者蚀刻团队 蚀刻AiTech . 智能驾驶十年老兵，走过四家公司，搞过芯片做过量产，写写行业新鲜事。 期待刻录AI发展的重点时 刻。 原文链接： 蚀刻独家 | 前蔚来智驾高管加盟新公司 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 该头部无人配送公司目前正处于发展的快车道。今年10月，公司宣布完成D轮融资，创下中国自动驾驶 领域最大一笔私募融资纪录。目前该公司已实现累计交付车辆突破1万台、业务覆盖全国近300个城市的 规模，正全力杀入即时物流和泛城配市场，加速推进无图自动驾驶技术和端到端大模型的应用。这些技 术正是该高管在蔚来负责的核心领域。他的加入，可以说是该公司为应对下一阶段挑战所做的关键性人 才储备。 加加加加加加加加柱柱柱柱柱柱柱柱哥哥哥哥哥哥哥哥微微微微微微微微信信信信信信信信爆爆爆爆爆爆爆爆料料料料料料料料！！！！！！！！ 自 动 驾驶之心 某前蔚来智驾高管已正式加入某头部无人配送自动驾驶企业，并出任该公司要职。 该高管在加入蔚来前，曾任Momenta高级 ...

2025年深圳国际人工智能展览会上，一台名为"小量"的机器人正有条不紊地忙碌着：精准地拿起杯子， 熟练地接取冰块，细致地添加各类小料，整个流程一气呵成，仅用两分钟就呈上一杯色泽诱人的果味冰 沙。周围人群的惊叹声此起彼伏，而更令人瞩目的，是这台机器人背后那股强大的力量——2023年12月 才成立的深圳初创公司自变量机器人。这家公司虽成立时间不长，却已成功斩获8轮融资，累计金额超 20亿元，成为具身智能赛道上一匹耀眼的"黑马"。而这一切成就的背后，离不开阿里、美团等巨头的鼎 力支持，以及一位清华学霸多年坚守的机器人梦想。 在自变量机器人创始人兼CEO王潜的宏伟蓝图中，单点任务不过是通用机器人走向广泛应用的一个小小 开端，他真正的目标，是让通用机器人真正走进千家万户，成为人们生活中不可或缺的一部分。 初心：跨界逐梦的机器人情怀 孤勇：坚守端到端路线的突围 自变量机器人自成立之初，便毅然选择了一条与众不同的技术赛道——"大小脑统一的端到端大模型"路 线。这一选择在当时饱受争议，甚至遭到业内专家的直接质疑。 多年前，当王潜首次提出端到端思路时，一位知名机器人教授当面否定："端到端虽然很有意思，但可 能永远只是个玩具，难 ...

在2025年深圳国际人工智能展览会熙攘的展厅中，一台名为"小量"的机器人正从容地执行它的任务：机 械臂精准抓取杯子，移至制冰口，接取晶莹的冰块，随后流畅地添加各色果味小料。两分钟内，一杯透 亮的冰沙制作完成，引来围观人群的阵阵惊叹。然而，这场精巧展示背后的故事，远比冰沙本身更令人 震撼。 自变量机器人(X Square Robot)刚成立于 2023年12月，却已完成8轮融资，累计金额超过20亿元人民币。 阿里、美团等互联网巨头相继重注押码，使其瞬间成为国内具身智能赛道最炙手可热的明星。 01 信仰：从理论到实践的"关键变量" 王潜身上烙印着清华人的典型特质：理性、执着、目光长远。本硕毕业于清华大学，他是全球最早在神 经网络中引入注意力机制的学者之一，其工作与Google在该领域的开创性论文同期发表。这些研究，后 来成为Transformer架构的基石，奠定了当今大模型的技术根基。 远赴美国南加州大学攻读博士时，他选择了挚爱的机器人方向，在顶级实验室深耕机器人学习与人机交 互。这段经历让他深刻认识到传统机器人技术的局限。博士毕业后，王潜曾在美国创办量化基金，然 而，"晚上经常睡不着，想做机器人"的念头始终缠绕 ...

深圳的一家初创公司，成立不到一年半融资超20亿，背后是阿里、美团等巨头的重注押码，以及一个清 华学霸的机器人梦想。 2025年深圳国际人工智能展览会上，一台名为"小量"的机器人正在熟练地制作果味冰沙。从取杯、接冰 到添加小料，所有动作一气呵成，仅用两分钟便完成了一份晶莹剔透的冰沙。这场展示吸引了大量围观 者，但更引人注目的是。 这台机器人背后的公司——自变量机器人，成立不到一年半已完成7轮融资，累计融资金额超过20亿元 人民币，成为国内具身智能赛道最受资本青睐的创业公司之一。 在自变量机器人创始人兼CEO王潜的规划中，制作冰沙只是起点，他的终极目标是"让通用机器人真正 走入千家万户"。 01 信仰 王潜身上有着典型清华学子的特质——理性、执着且富有远见。他本硕毕业于清华大学，是全球最早在 神经网络中引入注意力机制的学者之一，与Google在该领域的首篇文章发表在同一会议。 这一贡献后来成为Transformer架构的关键，奠定了现代大模型的技术基础。 在美国南加州大学攻读博士期间，王潜选择了热爱的机器人领域，在美国顶级机器人实验室参与了多项 机器人学习和人机交互的研究。这段经历让他对机器人技术有了更深刻的理解 ...

Core Viewpoint - The decline of Haomo Zhixing, a prominent player in the intelligent driving sector, highlights the harsh realities of market competition and the consequences of insufficient technological capabilities [4][31][34] Company Overview - Haomo Zhixing, once valued over $1 billion and backed by Great Wall Motors, has faced significant operational challenges, culminating in a company-wide shutdown [4][6][31] - The company has seen a drastic reduction in workforce, from over 600 employees at its peak to fewer than 300, alongside unpaid year-end bonuses [8][10] Operational Challenges - A recent notice indicated that all employees were to stop working, with no clear timeline for resumption, reflecting the company's dire situation [4][6] - The company has struggled with product performance and failed to keep pace with competitors in the intelligent driving market, leading to its current state of inactivity [6][10][31] Market Position and Competition - The intelligent driving industry is characterized by fierce competition, with many companies rapidly advancing their technologies, leaving Haomo Zhixing behind [6][14][34] - Haomo Zhixing's reliance on high-precision mapping has hindered its ability to adapt to the industry's shift towards lighter mapping and perception-based technologies [17][34] Financial Backing and Investment - The company has undergone several funding rounds, raising nearly 2 billion RMB, but these efforts have not been sufficient to reverse its declining fortunes [19][34] - Despite securing investments, the lack of a diverse customer base, primarily relying on Great Wall Motors, has limited its growth potential [21][24] Future Outlook - The company's inability to innovate and respond to market demands has led to its downfall, serving as a cautionary tale for other intelligent driving suppliers [31][34] - The intelligent driving sector is expected to continue evolving, with many companies moving towards self-developed systems, further marginalizing third-party suppliers like Haomo Zhixing [32][34]

Core Insights - The sudden halt of Haomo Zhixing, China's first company to achieve mass production of autonomous driving technology, highlights structural issues within the autonomous driving industry, indicating that it is not an isolated failure but part of a broader trend [2][4] Industry Overview - The autonomous driving sector in China has transitioned from a "trial and error" phase to a "clearing" phase, with the collapse of Haomo Zhixing serving as a significant indicator of this shift [4][5] - The industry previously thrived in a "vacuum" environment where capital was abundant, car manufacturers were willing to invest in technology, and consumers were eager to try new innovations [5] Market Dynamics - The narrative around "software subscription monetization" has collapsed, with consumers' willingness to pay for advanced driving features at an all-time low, as many features have become standard or free [5][6] - Major players like Tesla are also facing challenges, with only about 12% of their existing fleet utilizing the Full Self-Driving (FSD) service, indicating a broader trend of declining subscription revenues [5][6] Competitive Landscape - The market is witnessing a shift towards "free" autonomous driving features, with companies like BYD offering advanced driving capabilities at significantly lower prices, thus altering the pricing structure of the industry [6][7] - The competitive landscape is evolving, with a clear division emerging between top-tier players with comprehensive ecosystems and smaller companies struggling to find their place [14][15] Company-Specific Issues - Haomo Zhixing's downfall is attributed to its inability to adapt to the rapidly changing industry dynamics, including a failure to scale operations and innovate in a timely manner [8][10] - The company experienced significant leadership turnover and a drastic reduction in workforce, which hindered its ability to respond to market changes effectively [9][10] Future Outlook - The autonomous driving industry is entering a phase where sustainable business models and cost efficiency will be critical for survival, moving away from reliance on capital investment [14][15] - Companies that can balance cost structures while providing quality experiences will be better positioned to thrive in the new market environment [15]

毫末智行只是第一批倒下的独角兽， 却不会是最后一个。 今年11月下旬，中国首个实现自动驾驶技术量产的公司——毫末智行突然宣布全员停工。 这家成立六年，估值曾炒到10亿美元的智能驾驶独角兽，最终没能挺过这个冬天。在不少人看来，毫末智行倒在了技术掉队、订单被抢的行业攻防战之 中。但如果只把毫末智行的"停摆"理解为某家公司的失败，反而忽略了智能驾驶行业真正的结构性问题——支撑中国智驾过去五年高歌猛进的几乎所有前 提，都在同一时间"失效"。 毫末智行只是第一批倒下的独角兽，却不会是最后一个。 智能驾驶： 从"试错期"进入"清算期" 面对毫末智行的"停摆"，外界的第一反应大多是"怎么会来得这么突然？"但在行业内部，真正了解自动驾驶商业逻辑的人反而不会那么意外。要理解毫末 智行迎来"停摆"的必然性，需要从行业本身的周期变化说起。过去五年，中国智能驾驶跑在一个"真空"环境里。资本愿意补贴未来，车企愿意押注技术， 用户愿意尝鲜技术。 这三大基础像是三根支撑整个赛道的梁木，虽然独木难支却互相牵引、制衡，让整个行业维持着高速发展。然而到了2024年，这三根梁木同时"断裂"。 当标配成为主流，行业也对订阅商业模式的前景彻底"祛魅" ...