《中国经营报》记者了解到，2月28日，吉利汽车集团CEO淦家阅在内部会议上宣布，千里浩瀚辅助驾驶系统将在今年实现出海，并将成 为首个在海外市场实现规模化应用的中国高阶辅助驾驶方案。 此外，首发千里浩瀚G-ASD最新版本的极氪8X，将于今年上半年上市，具备高性能三电机版本，动力可超千匹马力。 （文章来源：中国经营报） 据了解，千里浩瀚是全球范围内"含模量"最高、数据量最大、硬件最强的辅助驾驶系统之一，采用了行业领先的Smart AI Agent架构，完 整应用了"WAM世界行为模型"。今年，千里浩瀚G-ASD H7方案将陆续搭载到更多领克和吉利银河的车型上。在法规允许的条件下，吉 利还将推送高速L3和城区L4功能，并实现Robotaxi的试运营。 中经记者石英婧上海报道 ...

新浪科技讯 2月24日上午消息，正月初八开工首日，吉利汽车集团CEO淦家阅（阿甘）在新春贺词中披 露集团智能化推进节奏与产品落地安排，强调以"技术普惠、长期主义"应对更趋激烈的市场竞争，并提 及2026年竞争强度将进一步提升，坚持正确价值观，避免陷入内卷式恶性竞争，走内涵式、可持续发展 路径。 他透露了智能化上的两项核心进展：1、"千里浩瀚H7"加速下放：高阶辅助驾驶方案将应用至全集团更 多车型，重点覆盖更多领克车型，并延伸至吉利银河相关车型； 2、G-ASD新版本首发车型确认：G-ASD辅助驾驶系统下一版本将由极氪8X首发，极氪8X将成为首个 搭载该版本G-ASD的产品。 淦家阅表示，将在坚持价值观与长期投入的基础上，推动核心智能化能力更大范围普及，以更稳健的方 式穿越未来竞争周期。 淦家阅表示，将在坚持价值观与长期投入的基础上，推动核心智能化能力更大范围普及，以更稳健的方 式穿越未来竞争周期。 责任编辑：宋雅芳 责任编辑：宋雅芳 新浪科技讯 2月24日上午消息，正月初八开工首日，吉利汽车集团CEO淦家阅（阿甘）在新春贺词中披 露集团智能化推进节奏与产品落地安排，强调以"技术普惠、长期主义"应对更趋激烈的市 ...

Investment Rating - The report initiates coverage with a "Buy" rating for the company [3][6]. Core Insights - The company has established a strong competitive moat in L4 autonomous driving through technology, licensing, mass production capabilities, and operational efficiency. It has developed the WeRide One platform, which integrates AI models, software algorithms, modular hardware design, and cloud architecture, enhancing scalability and versatility [1][28]. - The company has achieved significant milestones in licensing, having obtained autonomous driving licenses in eight countries, including China, UAE, Singapore, France, the USA, Saudi Arabia, Belgium, and Switzerland, positioning it as an industry leader [1][36]. - As of January 12, 2026, the company's global Robotaxi fleet reached 1,023 vehicles, with a target of deploying tens of thousands by 2030 [1][41]. Summary by Sections Company Overview - The company, WeRide, was founded in 2017 and is the only technology firm with autonomous driving licenses in eight countries. It focuses on developing safe and reliable autonomous driving technologies across various applications, including Robotaxi, Robobus, Robovan, and Robosweeper [16]. Technology and R&D - The company emphasizes R&D, with a high proportion of its workforce dedicated to it. As of June 30, 2025, 93.7% of its full-time employees are R&D personnel, including top AI scientists and engineers [28]. - The WeRide GENESIS simulation model significantly enhances the efficiency and capability of autonomous driving algorithms, reducing the time and cost of traditional road testing [31][32]. Licensing and Market Presence - The company has a clear advantage in licensing, having secured multiple licenses in various cities, including Shanghai and Abu Dhabi, where it has commenced fully autonomous operations [2][39]. - The company has successfully launched its Robotaxi services in major cities, including Beijing, Guangzhou, and Abu Dhabi, with plans to expand further [2][45]. Financial Projections - The company forecasts net losses of CNY 1.69 billion, CNY 1.37 billion, and CNY 1.10 billion for the years 2025, 2026, and 2027, respectively, with expected EPS of -CNY 1.65, -CNY 1.33, and -CNY 1.07 [3][5]. Market Strategy - The company is focused on both domestic and international markets, with a robust strategy for global expansion, particularly in the Middle East, where it has established a significant presence [2][82]. - The company aims to achieve single-vehicle breakeven in Abu Dhabi, indicating a viable business model for its Robotaxi services [54][86].

Core Insights - The auxiliary driving industry is transitioning from L2+ to L3, with "all-weather, all-scenario, high redundancy" perception capabilities becoming a consensus and core pursuit [1] Industry Overview - By 2025, the penetration rate of millimeter-wave radar in China's passenger vehicles is expected to exceed 50%, making 4D millimeter-wave radar a focal point in market competition [3] - The implementation of new national standards like AEB is highlighting the shortcomings of traditional 3D millimeter-wave radar, while the enhanced perception capabilities of 4D millimeter-wave radar are becoming a key choice for automakers to balance regulatory compliance and user experience [3] Company Developments - Desay SV's 8T8R 4D millimeter-wave radar has been recognized as a global leader, with the first model supporting satellite architecture already secured for deployment with major domestic automakers, aiming for mass production by 2026 [3] - The upgrade to 4D millimeter-wave radar is not just a hardware iteration but a system engineering effort combining "sensors + domain control," achieving significant technological breakthroughs [4] Technological Advancements - The 8T8R radar features a 30% improvement in angular accuracy, 150% increase in point cloud density compared to the 6T8R solution, and enhanced anti-interference capabilities, allowing for stable perception in extreme conditions [4] - The radar can detect objects over 300 meters away, reliably identifying traffic cones at 120 meters and stationary vehicles at 280 meters, meeting industry standard requirements [4] Future Outlook - The 4D millimeter-wave radar supports a satellite architecture that allows direct output of high-fidelity ADC raw data to central domain controllers, reducing hardware costs and power consumption [5] - Over the next three years, 4D millimeter-wave radar is expected to rapidly penetrate the mainstream passenger vehicle market priced around 150,000 yuan [5] - Desay SV has a strong foundation in the millimeter-wave radar field, with over a million units shipped annually during the 3D radar era, and is well-positioned for the rapid rollout of 4D technology [5] Strategic Positioning - Desay SV aims to provide a complete perception solution that is quickly producible, adaptable, and continuously evolving, marking a significant step in the high-level intelligent driving sensor field with the launch of the 8T8R 4D millimeter-wave radar [6]

Group 1 - The chairman of Great Wall Motors, Wei Jianjun, announced the naming of the new flagship SUV, V9X, which is positioned as an "AI luxury six-seat flagship" based on the new Guiyuan platform under the high-end technology series "Guiyuan S" [1] Group 2 - The new vehicle features a贯穿式 front and rear light group, with the Wei brand logo lighting up synchronously, creating a unique visual identity alongside the vertically arranged turn signals [4] - The side profile of the vehicle adopts a straight and robust line design, equipped with a roof-mounted lidar and multiple sensors, indicating promising advanced driver assistance capabilities [4] Group 3 - The Guiyuan platform is compatible with five powertrain forms: PHEV, HEV, BEV, FCEV, and ICE, catering to the energy structure and user demands of different global markets [4] - The super Hi4-PHEV, utilizing an 800V high-voltage architecture and silicon carbide motor, can achieve 0-100 km/h in 4.4 seconds, with a pure electric range of 363 kilometers and a low fuel consumption of 6.3L/100km [4] - The large-capacity HEV features a high-capacity power battery pack and Hi4 full-domain oil-electric collaborative control strategy, enhancing acceleration by 12% while reducing fuel consumption by 14.4% [4] - The 900V high-voltage super BEV can achieve efficient charging in just 10.5 minutes, while the hydrogen models utilize self-developed fuel cell technology to explore new avenues in clean energy [4]

1月13日，别克汽车宣布旗下全新中型五座SUV——至境E7将于2026年第一季度正式发布。新车基于别克超级融合架构打造，搭载高阶辅助驾驶、智能 豪华座舱以及真龙插混Pro混动技术。 智能配置方面，车顶搭载激光雷达，配备"逍遥智行"辅助驾驶系统，依托Momenta R6强化学习大模型，具备全场景辅助驾驶能力。同时，配备8775P芯 片，为逍遥架构全新一代智能座舱提供保障。 动力与底盘方面，"真龙插混Pro"混动系统由1.5T混动专属发动机与高性能电机组成。其中1.5T发动机最大输出功率115kW，峰值扭矩230N·m，电机最 大功率为165kW。储能装置采用磷酸铁锂电池组，拥有超过210km的CLTC纯电续航，以及超过1600km的CLTC综合续航。底盘部分将配备预瞄式RTD连续阻 尼可变悬架，可提前20米识别路面减速带与井盖等颠簸路况，预先调节阻尼力，进一步提高乘坐舒适性。 至境E7的整体造型汲取至境SUV概念车"展翼元素"设计理念，简洁而富有未来感。新车长宽高为4850×1910×1671mm，轴距2850mm，为五座布局提供 宽敞的空间。 ...

FAD2.0 基于华山 A2000 芯片开发，该芯片已通过美国商务部与国防部的相关审查，获准在全球范围内销售和应用。黑芝麻智能表示，该公司成为国内首家 通过此类审查的企业，标志着 A2000 芯片进入规模化应用阶段，为辅助驾驶商业化提供核心算力支持。 IT之家从官方获悉，FAD2.0 开放平台包含 A2000 高算力计算平台、配套软件 SDK、AI 工具链、端到端及视觉语言模型参考模型，并支持第三方算法和软 件生态。 在技术实现上，平台提供桌面级与车规级双重接口，采用可扩展核心板设计，以降低外设更换成本和系统集成周期。软件 SDK 开放 Linux 内核与驱动源 码，内置实时性补丁，支持客户灵活接入超过 24 路摄像头及 4 路万兆以太网等高带宽传感器，同时提供 Ubuntu 环境加速软件调试。 其 AI 工具链基于行业标准 MLIR 框架，可部署与优化从 CNN、BEV 到端到端、视觉语言模型等多种结构，并通过工具链提升模型量化精度与稀疏加速效 率。平台已集成 Classic AUTOSAR 与 Hypervisor+RTOS 等第三方解决方案，确保系统满足车规级可靠性与量产要求。 安全方面，A2000 芯 ...

经济观察网1月28日，领先的人工智能计算平台公司黑芝麻（000716）智能正式发布FAD2.0开放平台。 这标志着A2000正式迈入规模化应用阶段，将为高阶辅助驾驶商业化落地提供核心算力支撑。作为面向 全场景通识辅助驾驶打造的准量产级开放平台，A2000FAD2.0包括A2000高算力计算平台、配套软件 SDK、AI工具链、端到端/VLA参考模型及第三方算法模型，支持成熟可靠的第三方软件生态，将于 2026年第一季度正式推出。此外，A2000即将支持Open VLA，并将持续支持行业前沿模型架构。 ...

1月23日，轻舟智航（QCraft，以下简称"轻舟"）在北京举行QCraft DAY 2026活动。 迈向第七年的轻舟交出了一份扎实的成绩单：辅助驾驶搭载量突破100万台；行业首个单征程6M城市NOA正式上车，首发车型为"搭载AD Pro的理想汽 车L系列焕新版"；2026年轻舟城市NOA预计量产上车约50款；技术层面，轻舟重磅亮相VLA与世界模型统一架构，构筑L2与L4同一技术底座。基于此，"轻 舟乘风"也迎来2.0全新升级，正式发布大于500TOPS的解决方案，以"VLA+世界模型"解锁极致城市NOA体验；同时，轻舟宣布正式进军L4无人物流领域， 已多地开启部署运营，携手合作伙伴打造"量产即运营"新范式。 轻舟智航联合创始人、董事长兼CEO于骞博士发表了题为《将无人驾驶带进现实》的主题演讲。他提出，2026年是无人驾驶黄金十年新周期的开启之 年，也是进入"超人智能"时代的元年。于骞对新周期给出了"城市NOA接管将至'月'级别，自动驾驶专属保费低于人类驾驶保费50%以上"等8个趋势预测。于 骞讲到，"对于轻舟而言，我们凭借七年如一日的战略定力与务实不冒进的风格，坚定推进L2与L4双轮驱动路径，成功跨越量产' ...

Core Viewpoint - The announcement by CEO Yu Qian of Qingzhou Zhihang regarding the target of over 1 million vehicles equipped with the NOA (Navigation on Autopilot) system by January 2026 marks a significant milestone in the autonomous driving industry, indicating a competitive edge in data accumulation and technology enhancement [1][2]. Group 1: Company Overview - Qingzhou Zhihang, founded in 2019, initially focused on L4 autonomous driving but shifted to mass production vehicle business in 2022, aiming for L2+ advanced driver assistance systems [2][3]. - The company collaborates with major automotive manufacturers like Li Auto and GAC Group, enhancing its visibility and technological capabilities [3][4]. Group 2: Market Position and Strategy - The target of 1 million NOA-equipped vehicles is relatively small compared to China's annual car production of around 30 million, suggesting significant growth potential [2]. - Qingzhou Zhihang's strategy includes addressing the overlooked fuel vehicle market, which still holds a substantial share, and aims to leverage partnerships for engineering adjustments and algorithmic improvements [6][7]. Group 3: Technological Development - The company has developed a mass production plan for urban NOA based on the Horizon Journey 6M chip, aiming to enhance user experience with limited computational power [3][4]. - The integration of L2 and L4 business lines allows for shared technological advancements, with data from L2 assisting in L4 development [4][5]. Group 4: Future Outlook - Qingzhou Zhihang has outlined a three-year product roadmap, targeting a price drop for urban NOA vehicles to 100,000 yuan by 2026 and aiming for 3 million NOA units by 2027 [7]. - The company is also focusing on international expansion, having established a European headquarters and partnerships to support both Chinese manufacturers abroad and global companies entering the Chinese market [6][7].