Core Insights - Horizon Robotics is a key player in the automotive industry, focusing on intelligent driving technology and has established itself as an "invisible champion" in the automotive supply chain [1][4]. Company Overview - Horizon Robotics has delivered over 10 million units of its Journey series chips, collaborating with more than 40 automotive manufacturers and securing over 400 model designations [1][3]. - The company holds over 30% market share in the intelligent driving sector as of 2024, with one in three new vehicles equipped with its intelligent driving assistance features [1][2]. Product Development - The Journey series chips are recognized as China's first and largest-scale mass-produced automotive intelligent chips, leading the market in assistance driving chip share [3]. - The Journey 6 series, set for mass production in 2025, will cover a wide range of driving assistance needs, with performance capabilities ranging from 10 to 560 TOPS [3][6]. Market Trends - The Chinese market for intelligent driving is rapidly evolving, with the number of NOA (Navigation on Autopilot) models nearly doubling year-on-year, reaching 197 models by July 2023 [2]. - The average delivery price for NOA-equipped vehicles has decreased by 25.91% year-on-year, indicating a growing accessibility of intelligent driving features [2]. Strategic Partnerships - Horizon Robotics has established partnerships with major companies like Bosch, which is developing new multifunctional camera platforms based on Horizon's chips, expected to enter mass production by mid-2026 [4][5]. - The company aims to empower a wide range of vehicles, including those priced under 200,000 yuan, to compete with luxury models in terms of intelligent features [6][7]. Future Outlook - Horizon Robotics anticipates that its HSD (Horizon SuperDrive) system will become a standard feature in vehicles within the next two years, with significant projected sales volumes [7]. - The company plans to deploy 10 million HSD systems in the next 3-5 years, enhancing the accessibility of intelligent driving technology [6][7].

8月29日，比亚迪在成都国际车展包下整座9号馆作为专馆，比亚迪王朝、海洋、腾势、方程豹、仰望等 品牌旗下车型悉数亮相。除此之外，比亚迪还在展馆外包下户外体验区，通过实车展示云辇车身控制系 统及天神之眼辅助驾驶系统。 其中，比亚迪秦L EV正式推出云辇型，该车型搭载了云辇-C智能阻尼车身控制系统和TBC高速爆胎稳 行系统，价格为12.98万元。同时，秦L EV全系车型推出限时价格，即日起至9月30日，全系车型售价 10.98万—12.98万元。 作为比亚迪王朝网的开山IP，秦家族一直是比亚迪的主力车型之一。当下，随着年轻用户逐渐占据市场 销售主力，秦L EV也将自身定义为"送给年轻人的专属礼物"。 除了云辇型，秦L EV原有款型也将起售价降至11万以内，并标配有前双球头麦弗逊+后五连杆悬架、后 驱布局、CTB电池车身一体化技术、天神之眼C-辅助驾驶三目版（DiPilot 100）和智能座舱高阶版 DiLink100。 同时，为满足更多用户不同的审美需求，秦L EV全系新增三款甜釉粉、琉璃青、海晶蓝三款全新配 色。此外，秦L EV上市以来进行两次OTA升级，新增20多项功能，涉及行车辅助、智能泊车、智能座 舱等方 ...

Group 1 - Xiaomi announced that the delivery of the Xiaomi YU7 is about to begin, coinciding with the launch of the new Xiaomi end-to-end assisted driving system HAD [1] - The YU7 will be equipped with the 10 million Clips version of the Xiaomi end-to-end assisted driving system across all models [1] - The SU7 Pro/Max/Ultra models are expected to start receiving updates in late July [1]

Core Viewpoint - The rapid growth of Geely's Galaxy brand in the domestic new energy vehicle market is highlighted, with cumulative sales exceeding 930,000 units as of April 30, just 25 months after the launch of its first vehicle. The Galaxy brand aims to reach a cumulative sales target of one million units by May [1]. Product Launch and Features - The Galaxy Starry 8, launched on May 9, is a key product for achieving the one million sales target and enhancing brand momentum. It features Geely's Raytheon EM-P and EM-i hybrid powertrains, with a price range of 125,800 to 165,800 yuan, including a limited-time discount of 10,000 yuan until June 30 [1][2]. - Positioned as a C-class flagship sedan, the Starry 8 boasts a length of over 5 meters and offers advanced configurations in safety, design, space, performance, and technology. It achieves a comprehensive torque of 605 N·m and a 0-100 km/h acceleration time of 6.49 seconds [2]. Market Positioning and Strategy - The pricing strategy of the Galaxy Starry 8 is aimed at making luxury accessible, with a starting price significantly lower than competitors in the C-class segment, which typically start at around 400,000 yuan for luxury brands and 300,000 yuan for joint venture brands. Geely aims to leverage this pricing to gain market advantage amid increasing price competition [2][3]. - Geely's sales strategy emphasizes user-driven pricing, with a focus on delivering high-quality products that meet consumer demands for luxury at an accessible price point. The company has positioned the Starry 8 as a flagship model that embodies this philosophy [3]. Sales Performance and Future Goals - Geely Galaxy has set ambitious sales targets, aiming for a total of one million units sold this year, with 356,000 units sold from January to April. The brand's rapid growth is attributed to a combination of strategic product launches and effective marketing [4]. - The company has established over 1,000 sales channels and is focused on maintaining sales momentum through product iteration and targeted marketing strategies [5]. Regulatory Environment and Safety Initiatives - Recent regulations from the Ministry of Industry and Information Technology have strengthened oversight in the automotive safety sector. Geely's approach aligns with these regulations, and the company plans to open a comprehensive safety testing center to share its safety technology advancements with the industry [6].