作者 / 温 莎 编辑 / 黄 大路 设计 / 张 萌 七月流火风未凉，比天气更热的是汽车测试。 继2023年汽车冬测引发巨大争议后，2025年7月，懂车帝又喜提了一档王牌节目《懂车智炼场》。其出圈的方式简 单粗暴，所有参加测试的产品全军覆没。 据介绍，本次懂车帝辅助驾驶事故场景模拟选择在真实高速公路与城市道路上进行，总共15个科目，使用国内外 20多个品牌近40款车型，涵盖了小米、特斯拉、问界等品牌车型，并设置了车辆、假人等模型，并模拟出真实车 流。 实测结果显示，无论是高速公路还是城市道路事故场景模拟，没有一家车企的辅助驾驶系统能够完美通过所有测 试项目，其中，特斯拉是表现最优秀者。 这可把马斯克高兴坏了，有海外大 V 博主也转到了社交平台 X（原推特）上，马斯克看到后留言：由于法律禁止 数据出境，特斯拉在没有本地训练数据的情况下，在中国取得了最高成绩。特斯拉正在添加来自我们世界模拟器 和测试赛道的训练数据，以实现全部测试项目的 6/6。 那些曾经吹过的牛，都被打脸了。遥遥领先的华为系作为智驾界的带头大哥率先站出来发声，鸿蒙智行、AITO汽 车、智界汽车官方微博发文表示："已看到某平台所谓"测试"，不予置 ...

7月25日，特斯拉副总裁陶琳在微博回应懂车帝测试：马斯克在十几年就提出，要开发比人类驾驶安全 10倍的辅助驾驶。如今，特斯拉已经在多个季度超越了这一目标。这次测试的结果我们和大家一样都是 从媒体上看到的，我们不关注排名，因为任何测试、排名都是相对的、短暂的，但对安全的要求却没有 上限。我们会继续全身心投入研发，持续追求更高安全标准。 同时，也希望大家看到，这次测试的本 意并不是排名，而是提醒大家专注路况，安全第一。 7月25日，懂车帝相关工作人员在接受采访时表示，懂车帝此次推出的是一档辅助驾驶科普节目，旨在 提醒公众正确认识辅助驾驶的相关功能和安全边界，增强安全驾驶意识，未做过任何官方排名。 对于懂车帝的测试，多家车企也进行了回应。 鸿蒙智行官方微博疑似回应最近懂车帝测试：已看到某平台所谓"测试"，不予置评。 凤凰网科技讯 7月25日，广汽丰田回应懂车帝测试：近期懂车帝发布多款辅助驾驶车型测试，铂智3X在 城区场景中表现优异，9个场景完成7个，通过率达78%。在所有车型中并列第二，也是达成该成绩车型 中唯一一款14万级纯电车型。在此也呼吁安全优先、生命至上，再好的智驾都是辅助驾驶。 近日，懂车帝联手央视对36 ...

据每日经济新闻消息，7月25日，特斯拉CEO马斯克转发了懂车帝的辅助驾驶科普节目视频，并称特斯 拉在中国的测试中取得了最高成绩。懂车帝于7月23日推出该节目，测试了包括特斯拉在内的近40款车 型在城区和高速的高危事故场景。懂车帝表示，该节目旨在科普辅助驾驶安全，并未进行官方排名。当 前的测试数据显示，参与测试车型在15个场景下的平均通过率仅为35.74%。 ...

点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 风险提示板块业绩不达预期；下游需求存在景气度不稳定的风险；科技创新可能带来短期业绩下降。 注：文中报告节选自兴业证券经济与金融研究院已公开发布研究报告，具体报告内容及相关风险提示等详见完整 版报告。 证券研究报告： 《 eCall 跟踪：国标正式发布，产业发展提速 》 对外发布时间： 2025 年 5 月 18 日 报告发布机构： 兴业证券股份有限公司（已获中国证监会许可的证券投资咨询业务资格） 本报告分析师 ： 蒋佳霖 SAC执业证书编号： S0190515050002 孙 乾 SAC执业证书编号：S0190518110001 杨本鸿 SAC执业证书编号：S0190522080001 陈 鑫 SAC执业证书编号：S0190522030001 张旭光 SAC执业证书编号：S0190523090002 杨海盟 SAC执业证书编号：S0190523070001 桂 杨 SAC执业证书编号：S0190524040005 1、本周 观 点： 逢低布局主线龙头，持续关注组合辅助驾驶安全 2、深度跟 踪 ：e ...

Group 1 - Geely Holding Group announced the integration of its battery business, establishing a new battery industry group called Jiyao Tongxing, unifying its existing brands into the Shendun Jinzhuan battery brand [1] - The company will open its battery bottom safety patent collection to the entire industry, providing a systematic solution for vehicle battery safety design and technology validation [1] - Geely's global safety testing center, the largest single safety testing laboratory, is set to be completed this year and will also be open to the entire industry [1] Group 2 - The Shendun Jinzhuan battery brand reflects Geely's commitment to vehicle safety, with the Shendun short blade battery being 40% shorter than long blade batteries and having a thickness of 18.2mm, enhancing battery stability [2] - Geely's decision to pursue the "short blade" route aims to find the optimal solution for power batteries, with the core purpose of ensuring vehicle safety through the opening of battery bottom safety patents [2] - The patents include designs for a protective battery pack bottom plate, an integrated battery pack crash beam, and a bottom collision testing device, all aimed at enhancing safety for users [2] Group 3 - Geely emphasizes that safety is the top priority, particularly regarding intelligent driving safety, stating that unsafe intelligent driving is akin to a shaky foundation [3] - The company believes that innovative technologies should not be tested in the market, and recent regulatory enhancements on intelligent driving are seen as beneficial for the industry's stability [3] - Geely stresses the importance of honesty in marketing intelligent driving features, advocating for a focus on safety rather than exaggerated claims [3]

Core Viewpoint - The automotive industry is shifting its focus from flashy marketing of advanced driving technologies to prioritizing safety and regulatory compliance in intelligent driving systems [1][6]. Group 1: Industry Trends - The 2025 Shanghai Auto Show showcased a more rational approach from automotive companies, moving away from terms like "high-level intelligent driving" to standardized terminology such as L2-level assistance [1]. - Over 50 companies related to intelligent driving participated in the auto show, including both international giants like Bosch and local stars like Momenta [2]. - The Ministry of Industry and Information Technology emphasized the need for companies to adhere to safety standards and avoid exaggerated claims regarding intelligent driving systems [2]. Group 2: Consumer Education and Experience - J.D. Power's 2024 research highlighted two main issues: the rapid advancement of technology outpacing consumer understanding and the lack of standardized education on intelligent driving features [3]. - Consumers often find advanced intelligent functions difficult to understand and use, relying on various channels for information, which can lead to misinformation [3]. Group 3: Safety Initiatives and Insurance - A safety initiative was launched at the auto show by Huawei and 11 automotive companies, focusing on technology, transparent marketing, user-centric approaches, and standardization [4]. - Xiaopeng Motors introduced a new insurance service for intelligent driving, covering a wide range of scenarios with a maximum payout of 1 million yuan [4]. - Other companies like Hongmeng Zhixing and Avita have also introduced similar insurance products, indicating a trend towards enhancing consumer confidence in intelligent driving technologies [5]. Group 4: Regulatory and Market Adjustments - The tightening of regulations is seen as a necessary step to ensure safety in intelligent driving, with companies now emphasizing the importance of adhering to these guidelines [6][7]. - Industry leaders acknowledge that while technology will continue to advance, safety must remain the top priority, and companies are now more focused on the reliability of their systems [6][7]. - The distinction between different levels of driving assistance (L2, L3, L4) is becoming clearer, with a focus on the responsibilities of drivers versus the vehicle in terms of safety [7].

Core Viewpoint - The rapid development of intelligent driving technology has raised significant safety concerns, prompting Huawei QianKun to collaborate with 11 automotive companies to launch a safety initiative aimed at addressing industry issues and promoting healthy development in the intelligent driving sector [2][3][8]. Group 1: Industry Response - The frequent safety incidents related to intelligent driving, including a tragic accident resulting in the death of three young women, have intensified scrutiny on the safety of intelligent driving systems [3][9]. - The Ministry of Industry and Information Technology (MIIT) has mandated automotive manufacturers to conduct thorough testing and validation of driving assistance systems, emphasizing the need for accurate and honest marketing practices [3][9]. - Huawei QianKun's initiative is a proactive response to MIIT's call for improved safety standards and transparency in the intelligent driving industry [3][8]. Group 2: Safety Initiative Details - The safety initiative emphasizes four key areas: technology leadership, transparent marketing, user-centric approaches, and collaborative standard development [5][12]. - Huawei QianKun aims to establish a safety foundation that encompasses "full speed, all directions, all objectives, all weather, and all scenarios," enhancing the safety baseline for intelligent driving [5][8]. - The initiative includes plans for a "smart driving safety training camp" to educate users on the proper use of intelligent driving systems through simulated scenarios [14][15]. Group 3: Marketing and User Education - The initiative calls for the automotive industry to provide clear and accurate information regarding the capabilities and limitations of intelligent driving systems, addressing the issue of exaggerated marketing claims [9][11]. - Huawei QianKun is committed to ensuring that users understand the safety boundaries of intelligent driving systems, promoting a "human-vehicle co-driving" approach until full automation is achieved [12][14]. - The initiative aims to enhance user awareness and understanding of intelligent driving technology, ultimately improving safety outcomes [12][14]. Group 4: Standardization Efforts - The initiative advocates for the establishment of unified industry standards to improve the quality and safety of intelligent driving systems, addressing the current lack of consistency across the sector [15]. - Collaborative efforts among automotive manufacturers are essential to develop clear standards for sensor accuracy, decision-making algorithms, and system performance in various scenarios [15]. - By promoting standardization, the initiative seeks to elevate the overall safety baseline and foster a more reliable and trustworthy intelligent driving ecosystem [15].

Group 1 - Huawei Qian Kun, along with multiple parties, has initiated a safety initiative for intelligent assisted driving, focusing on continuous investment in core technology research and development [1] - The initiative aims to enhance the active safety capabilities of vehicles while maintaining a quality baseline and improving the vehicle safety assurance system centered on safety first [1] - The initiative encourages the entire industry to realistically promote and clarify the functional boundaries and usage conditions of intelligent assisted driving, ensuring users understand the true capabilities of their vehicles [1] Group 2 - Key executives from various automotive companies, including Audi China, Dongfeng Mengshi Technology, and others, are involved in discussions related to the automotive industry [3]

4月27日，华为乾崑智能汽车解决方案官方微博发布《智能辅助驾驶安全倡议》。 2024年，新能源汽车年产量突破1300万辆，智能辅助驾驶技术不断发展，带来的安全话题引起社会广泛 关注。 这份倡议是由华为智能汽车解决方案BU、中国汽车技术研究中心，以及来自广汽集团、上汽集团、江 汽集团、奥迪中国、东风猛士科技、岚图汽车、深蓝汽车、北汽新能源、阿维塔科技、赛力斯汽车、奇 瑞汽车等11家车企的重量级代表共同发起。 "我们愿与全行业一道，以安全为灯塔，照亮技术前行的每一步。"倡议书提到。 在倡议书上署名的11家汽车品牌不仅包含了华为鸿蒙智行旗下"五界"合作方，还有采用华为乾崑ADS驾 驶辅助系统的合作车企，其中不仅包括中国品牌，也有奥迪这样的全球豪华汽车开发商和制造商。 华为联合相关方面围绕技术先行、营销透明、用户为本、标准共建等方面一共提出四条倡议，具体包括 "完善以安全第一为核心的车规安全保障体系""让用户清晰地知道和理解各自车型的真实能力""推出'智 能辅助驾驶安全训练营'""不断提升和完善安全标准" 等内容。 华为携手有关方面强调，将率先构建以"全时速、全方向、全目标、全天候、全场景"为目标的安全底 座，持续提 ...