雷军资料 图。本文来源：雷军公众号 雷军：关于共建智能汽车时代交通安全文明体系的 建议 我国智能网联汽车产业迈入高质量发展新阶段，以组合辅助驾驶、有条件的自动驾驶、无人驾 驶为代表的技术成果，已经从试验测试走向规模化量产和应用阶段。汽车智能化加速发展，给 传统道路交通安全文明体系带来新挑战:智能化技术路线多元，目前难以用统一标准进行规范； 驾驶培训内容与考核标准尚未与车辆的新技术、新功能做好衔接配套，未能全面涵盖智能配置 操作;多方协同治理机制有待优化，智能驾驶安全宣传普及有待加强。筑牢智能汽车时代交通安 全文明体系，需要多方加强协同，共同推动。 建议方向 1、加快建设汽车智能化技术标准，优化机动车驾驶考核项目 2、完善多方协同治理体系，共建智能汽车时代交通安全体系 3、强化智能驾驶安全宣传普及，培育新时代文明驾驶风尚 ■ ...

Core Viewpoint - The company, Zhixing Technology (01274), has been selected by a South Korean automotive group as a supplier for advanced driver assistance solutions for four vehicle models, marking a significant international expansion and enhancement of its market competitiveness [1] Group 1: Partnership and Product Development - The company received a "Designation Development Notice" from the South Korean automotive group, confirming its role as a supplier for a combination of driver assistance solutions [1] - The solutions will be based on the Horizon Journey series computing platform and are expected to achieve sales of one million units over the lifecycle of the four models from 2026 to 2033, with nearly half of the sales projected for overseas markets [1] Group 2: Strategic Importance - This partnership represents a critical breakthrough in the company's international strategy and demonstrates its ability to meet high global market standards [1] - The collaboration is expected to further consolidate and enhance the company's market competitiveness [1] Group 3: Research and Development Focus - The company will actively advance the research and development of the aforementioned driver assistance solutions [1] - There are inherent risks and uncertainties in the R&D process, prompting the company to strengthen risk management to mitigate potential market volatility [1]

Core Viewpoint - The company, Zhixing Technology (01274), has been selected by a South Korean automotive group as a supplier for advanced driver assistance solutions for four vehicle models, marking a significant international expansion and enhancing its market competitiveness [1] Group 1: Partnership and Product Development - The company received a "Designation Development Notice" from the South Korean automotive group, confirming its role as a supplier for a combination of driver assistance solutions [1] - The expected sales volume for these solutions over the full lifecycle of the four models (2026 to 2033) is projected to reach one million units, with nearly half of the sales anticipated to be in overseas markets [1] Group 2: Strategic Importance - This collaboration represents a key breakthrough in the company's international strategy and demonstrates its ability to meet high global market standards [1] - The partnership is expected to further consolidate and enhance the company's market competitiveness [1] Group 3: Research and Development - The company will actively advance the research and development of the aforementioned driver assistance solutions [1] - The company acknowledges the risks and uncertainties involved in the R&D process and is committed to strengthening risk management to mitigate potential market volatility [1]

知行汽車科技（蘇州）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1274） 自願性公告 業務發展最新情況 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 iMotion Automotive Technology (Suzhou) Co., Ltd. 本公司董事（「董事」）會（「董事會」）欣然宣佈，本公司近日收到某韓系汽車集團 （「該新客戶」）出具的《定點開發通知》，本公司被該新客戶選定為其四款車型組 合輔助駕駛解決方案的供應商，將提供基於地平線征程®系列計算平台的行泊一 體組合輔助駕駛解決方案。該等組合輔助駕駛解決方案於四款車型的全生命週期 （2026年至2033年）預期銷量有望達到百萬套，其中近半數將銷往海外市場。此次 與韓系汽車集團的合作，不僅是本公司在國際化佈局上的關鍵突破，也是本公司 體系化能力適應全球市場高標準要求的體現，並進一步鞏固和提高了本公司的市 場競爭力。 本公司將積極推進上述研發項目。由於組合輔助駕駛解 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚 賴該等內容而引致的任何損失承擔任何責任。 iMotion Automotive Technology (Suzhou) Co., Ltd. 知行汽車科技（蘇州）股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：1274） 獲該兩位客戶定點，標誌著本公司的研發實力得到了新客戶及既有客戶的認可， 進一步鞏固和提高了本公司的市場競爭力，提升了本公司在新能源乘用車領域的 市場地位，有利於未來進一步提升本公司的市場競爭力及可持續發展能力。 本公司將積極推進上述研發項目。由於組合輔助駕駛解決方案之研究、開發過程 中存在風險及不確定性，本公司將積極做好產品的研究開發工作，同時加強風險 管控，減少市場波動可能造成的風險。 1 股東及潛在投資者於買賣本公司證券時務請審慎行事。 承董事會命 知行汽車科技（蘇州）股份有限公司 董事長兼執行董事 宋陽 自願性公告 業務發展最新情況：收到定點通知 本公告乃由知行汽車科技（蘇州）股份有限公司（「本公司」 ...

Core Insights - Xiaomi has delivered approximately 400,000 vehicles since the launch of its automotive products a year and a half ago [1] - The company has invested a total of 5.79 billion yuan in its first phase of integrated assisted driving development [1] - Xiaomi's smart driving team has grown to over 1,800 members [1]

Core Insights - The first phase of electrification in smart connected vehicles has been preliminarily completed, while the second phase of intelligence is gradually deepening [1] - Innovations in intelligent technology are reshaping product definitions, production models, business models, and user experiences in the automotive industry [1] - The combined advanced driver-assistance systems (ADAS) are a focal point of industry attention, with rapid development and significant improvements in experience and safety [1] Company Summary - Xiaomi is increasing its investment in combined ADAS, with a total initial investment of 5.79 billion yuan [1] - The dedicated R&D team for intelligent driving at Xiaomi has grown to over 1,800 members [1] Industry Summary - New policies and regulations are gradually being implemented, leading to an increase in L3 and L4 pilot projects [1] - Public transportation is expected to become more convenient and safer as these advancements take place [1]

Group 1: Company Insights - The report highlights the emergence of China's "Stargate" project, which aims to solidify the core position of domestic computing power, with the successful integration of four national-level computing platforms and six data centers into the Yangtze River Delta hub in Wuhu [4][5] - The computing power public service platform in Wuhu has connected to 34 data centers, aggregating nearly 640P of general computing power, 26,000P of intelligent computing power, 33.3P of supercomputing power, and 2,070 qubits of quantum computing power [4][5] - The report indicates that the share of intelligent computing power in China's total computing power is expected to rise from 3% in 2016 to 35% by 2025, with over 250 intelligent computing centers already established or under construction [5][6] Group 2: Industry Trends - The report discusses the strategic restructuring of coal assets between Pingmei Group and Henan Energy Group, which is seen as a timely move for regional coal asset reorganization [14] - The coal industry is experiencing a slight decrease in port coal prices, while pithead coal prices continue to rise, indicating a mixed supply-demand scenario [15] - The report notes that the petrochemical industry is expected to see an average annual growth of over 5% in added value from 2025 to 2026, driven by a new growth plan released by seven government departments [19][20]

Group 1 - The company Huayang Group (002906.SZ) has launched various auxiliary driving-related products, including integrated control systems for cabin and parking, as well as integrated driving and parking control systems [1]

Core Viewpoint - The automotive industry is experiencing a shift towards "intelligent driving equality," leading to discussions on whether advanced driving assistance systems should be charged or offered for free [2][6]. Group 1: Industry Trends - The transition from 2G to 5G has made mobile data services a basic consumer good, influencing the automotive sector to consider similar models for intelligent driving features [2]. - Companies like BYD are advocating for "intelligent driving equality," aiming to make advanced driving technologies accessible to a broader consumer base [3][4]. - The introduction of various intelligent driving solutions, such as BYD's "Tian Shen Zhi Yan" and XPeng's AI driving features, reflects a trend towards standardizing these technologies across all vehicle models [3][4]. Group 2: Business Models - The industry is divided into two main camps regarding the commercialization of intelligent driving: those advocating for free access and those supporting a paid model [6][7]. - Tesla and Huawei represent the "charging camp," focusing on monetizing software services through one-time purchases or subscriptions, which has proven to be a lucrative model [6][7]. - A middle-ground approach is emerging, where companies embed hardware and offer software on a subscription basis, balancing hardware sales with potential software revenue [7][8]. Group 3: Cost Considerations - The cost of hardware for advanced driving systems is significant, with estimates ranging from 15,000 to 30,000 yuan per vehicle, impacting the profitability of companies adopting free models [9][10]. - R&D costs for advanced driving technologies are substantial, with leading companies investing billions annually, necessitating a sustainable business model to recoup these investments [9][10]. - The pressure to offer free intelligent driving features is leading to cost-cutting measures within the supply chain, affecting suppliers' margins [10][11]. Group 4: Future Outlook - The sustainability of the "intelligent driving free" model is under scrutiny, as companies must find a balance between cost absorption and future revenue generation [11][12]. - Some companies are beginning to see success through cost reduction strategies and scaling, indicating a potential path to profitability [12]. - The industry is expected to evolve towards a model where user experience and real value become the primary competitive factors, rather than just pricing strategies [13].