L2强标

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9月零售销量预计+2%,L2强标公开征求意见稿发布 | 投研报告
Zhong Guo Neng Yuan Wang· 2025-10-09 02:42
中国银河近日发布汽车行业双周报:据乘联会数据,9月1-21日,全国乘用车市场零售119.1万辆,同比 1%,较上月同期8%,今年以来累计零售1,595.5万辆,同比9%;9月1-21日,全国乘用车厂商批发130.7 万辆,同比0%,较上月同期16%,今年以来累计批发1,934.9万辆,同比12%。 据乘联会数据,9月1-21日,全国乘用车市场零售119.1万辆,同比1%,较上月同期8%,今年以来累计 零售1,595.5万辆,同比9%;9月1-21日,全国乘用车厂商批发130.7万辆,同比0%,较上月同期16%, 今年以来累计批发1,934.9万辆,同比12%。新能源方面,9月1-21日,全国乘用车新能源市场零售69.7万 辆,同比10%,较上月同期11%,全国乘用车新能源市场零售渗透率58.5%,今年以来累计零售826.7万 辆,同比24%;9月1-21日,全国乘用车厂商新能源批发72.4万辆,同比10%,较上月同期19%,全国乘 用车厂商新能源批发渗透率55.4%,今年以来累计批发966.8万辆,同比31%。受去年同期以旧换新政策 加力与地方置换补贴陆续出台带来的高基数影响,9月车市销量增速放缓,据乘联会数 ...
L2强标下,激光雷达与纯视觉谁更胜一筹?
Di Yi Cai Jing· 2025-09-22 12:05
Core Viewpoint - The divergence between two major technological paths for intelligent driving, namely LiDAR and pure vision, has become increasingly evident, especially following the inclusion of LiDAR in the mandatory national standard for intelligent connected vehicles [1] Group 1: Technology Paths - The recent mandatory national standard (L2 strong standard) has incorporated LiDAR as a new perception unit, which has sparked discussions on whether both LiDAR and pure vision can meet the multi-scenario safety requirements [2] - Companies like Tesla and XPeng are focusing on high-performance chips and high-precision cameras to enhance their autonomous driving technology, while others like Huawei and Suyuan Ju Chuang are advocating for the use of LiDAR to improve safety redundancy [1][2] - The debate continues on whether LiDAR or pure vision provides higher safety, with proponents of pure vision arguing that advancements in AI models and local high-performance computing can meet safety standards without LiDAR [3][4] Group 2: Market Trends and Adoption - The market for LiDAR is growing, with over 66.7 million units of L3 and below intelligent auxiliary driving models sold, and 60% of these models equipped with LiDAR [7] - The price of LiDAR has been decreasing, with some products expected to drop to $200, making them more accessible for mass production [7] - Despite the growth of pure vision technology, the reliance on high-performance chips from foreign manufacturers poses a challenge for the development of this path in the future [6][7]