L3级自动驾驶

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华为车BU靳玉志:L3级自动驾驶将在2027年规模放量
Ju Chao Zi Xun· 2025-09-29 02:59
9月28日,在第七届世界新能源汽车大会上,华为智能汽车解决方案BU(以下简称华为车BU)CEO靳玉志发表了重要讲话,对 汽车行业的发展趋势进行了深入解读,并分享了华为车BU在智能汽车领域的最新成果。 靳玉志指出,汽车行业的发展经历了三个阶段。第一阶段是从2015年到2022年的电动化阶段,在这个阶段,电力逐渐取代燃 油,出行成本大幅降低,为汽车行业的发展奠定了基础。第二阶段是从2022年到2027年的智能化阶段,算法开始替代司机,汽 车的安全性和用户体验得到大幅提升。而第三阶段则是从2027年开始的自动化阶段,算法将全面替代司机,重新定义安全和体 验标准,极大提升出行效率和社会效率。靳玉志还透露,随着高速和城区NCA的加速普及,L3(级自动驾驶)将在2027年规模 放量,这将标志着智能汽车发展进入一个新的里程碑。 在智能汽车技术应用方面,华为车BU取得了显著的成果。靳玉志表示,华为车BU的乾崑智驾已经搭载在赛力斯、江淮、北 汽、上汽、广汽、长安、东风等车企的28款车型上,累计搭载量已超过100万辆,这充分证明了华为车BU在智能汽车领域的技 术实力和市场认可度。 回顾2025年4月22日,华为在上海举办了"以智 ...
摩尔线程IPO过会;专家称L3智驾2027放量丨科技风向标
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 02:10
Group 1: Industry Developments - Moore Threads' IPO application has been approved, potentially making it the first domestic GPU company to go public, focusing on both graphics rendering and AI computing [2] - Didi has launched its AI travel assistant "Xiao Di Beta v0.8," which offers customized ride options based on user input [4] - Didi's overseas ride-hailing service has expanded to Australia, New Zealand, and Egypt, now operating in 12 countries and over 1,000 cities [11] Group 2: Company News - Wang Jianlin's "height restriction" has been lifted, with no current risk information available regarding him or Wanda Group [3] - Xiaomi's demand for the 17 Pro Max model has exceeded expectations, prompting the company to increase production [6] - HP has introduced new printing products tailored to the evolving needs of Chinese households, emphasizing the importance of the Chinese market for its global strategy [12] Group 3: Financing Activities - Beijing Xinghe Power Aerospace Technology Co., Ltd. has completed a D-round financing totaling 2.4 billion yuan, with multiple investment funds participating [12] - Yuliqi Robotics has secured nearly 100 million yuan in two rounds of angel financing, with participation from several well-known financial institutions [13] - "Leisure Technology" has completed a 200 million yuan angel financing round, marking its third round of financing in nine months [14] - "Bai Xing Intelligent" has announced a Pre-A round financing of several tens of millions of yuan, led by Jinsha River Venture Capital [15]
摩尔线程IPO过会;专家称L3智驾2027放量丨新鲜早科技
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-29 02:06
Group 1: Industry Developments - Moore Threads' IPO application has been approved, potentially making it the first domestic GPU company to go public, focusing on both graphics rendering and AI computing [2] - Didi has launched its AI travel assistant, which customizes ride options based on user input, enhancing user experience [4] - Didi's overseas ride-hailing service has expanded to Australia, New Zealand, and Egypt, now operating in 12 countries and over 1,000 cities [11] Group 2: Company News - Wang Jianlin's restrictions have been lifted, indicating a resolution to economic disputes involving Wanda Group [3] - Xiaomi's demand for the 17 Pro Max model has exceeded expectations, prompting the company to increase production [6] - HP has introduced new printing products tailored to the evolving needs of Chinese households, emphasizing the importance of the Chinese market [12] Group 3: Investment Activities - Beijing Xinghe Power Aerospace completed a D-round financing of 2.4 billion yuan, with multiple investment funds participating [12] - Yuliqi Robotics announced nearly 100 million yuan in angel financing, with participation from several notable financial institutions [13] - "Leisure Technology" secured 200 million yuan in angel financing, aiming to accelerate the development of consumer-grade intelligent products [14] - "Bai Xing Intelligent" completed a Pre-A round financing of several million yuan, focusing on AI Agent solutions for foreign trade [15]
汽车早报|东风与华为探索新渠道合作模式 英国政府为捷豹路虎提供15亿英镑贷款担保
Xin Lang Cai Jing· 2025-09-29 00:39
江苏汽车置换更新补贴政策即将暂停 9月28日,据江苏商务微信公众号消息,江苏省商务厅调整汽车以旧换新政策:(一)汽车置换更新补 贴政策于2025年9月28日24:00暂停实施。(二)2025年1月1日(含当日,下同)至9月28日间取得新车 《机动车销售统一发票》,符合汽车置换更新补贴政策申报条件的消费者(以发票开具时间为准),须 在2025年10月20日24:00前通过"苏新消费江苏消费品以旧换新平台"微信小程序或"苏服办"APP汽车置换 更新应用提交完整的申报资料,逾期不再受理新的补贴申请。(三)已按期提交申请的消费者,需通过 汽车置换更新平台及时关注审核进度。需修改补正申请资料的,须于2025年10月31日24:00前完成提 交,逾期未按要求完成申请材料修改或补正的,视为放弃申请。 零跑汽车创始人朱江明回应被"限高" 9月28日,就零跑汽车因业务纠纷被强制执行一事,零跑汽车创始人、董事长朱江明在其朋友圈上发文 称,3天的"限高"今天总算解除了,这次风波也暴露了团队的一些不足,能力还需要进一步提升,这次 事件也更加坚定了其对零跑的信心。"不经历风雨,不能见彩虹,经营企业真的不容易,需要社会各界 更多的督促和 ...
组合辅助驾驶迎来强监管新阶段,从L2规范向L3前瞻:——汽车行业专题研究
Guohai Securities· 2025-09-28 14:01
2025 年 09 月 28 日 行业研究 评级:推荐(维持) 研究所: 证券分析师: 戴畅 S0350523120004 daic@ghzq.com.cn 证券分析师: 陈飞宇 S0350525060001 chenfy02@ghzq.com.cn [Table_Title] 组合辅助驾驶迎来"强监管"新阶段, 从 L2 规范向 L3 前瞻 ——汽车行业专题研究 最近一年走势 | 行业相对表现 | | | | 2025/09/26 | | --- | --- | --- | --- | --- | | 表现 | | 1M | 3M | 12M | | 汽车 | | 2.7% | 16.7% | 48.9% | | 沪深 | 300 | 2.2% | 15.3% | 28.3% | 相关报告 《汽车行业专题报告:VLA 和世界模型-通往高阶 智能驾驶之路——辅助驾驶系列报告二(推荐)* 汽车*陈飞宇,戴畅》——2025-09-14 《汽车行业专题报告:辅助驾驶的 AI 进化论:站 在能力代际跃升的历史转折点(推荐)*汽车*陈飞 宇,戴畅》——2025-07-22 《汽车行业周报:享界 S9T/银河 M9/全新 ...
禾赛集团(2525.HK):ROBOTAXI业务订单持续落地;首予港股买入评级
Ge Long Hui· 2025-09-17 17:30
机构:交银国际 研究员:李柳晓/陈庆 Robotaxi 业务订单持续落地,基本面维持稳健。2025 年9 月15 日,禾赛科技宣布与一家美国领先的 Robotaxi 企业深化合作,签订价值超过4000万美元(约合人民币2.85 亿元)的激光雷达订单,禾赛将作 为其唯一供应商,提供远距和近距激光雷达产品,计划于2026 年底前完成交付。此外,近期禾赛已宣 布多个与Robotaxi 有关的定点车型或订单,包括获得Motional IONIQ 5 Robotaxi 全球独家激光雷达订 单;哈啰首款Robotaxi 车型HR1 单车搭载8 台激光雷达,均来自于禾赛,哈啰计划该车型于 2026 年实 现量产下线, 2027 年部署超 5 万辆 Robotaxi 车型。2025 年上半年禾赛科技激光雷达出货量55 万台, 同比+276.2%;其中ADAS 交付量为45 万台,同比+237.5%,机器人领域交付量为9.8 万台,同比增长 692.9%。根据盖世汽车数据,2025 年上半年在前装量产领域,禾赛科技装机量市占率33%,居行业第 一。 L3 级自动驾驶法规落地或成为行业催化剂,关注其推进节奏。9 月12 日,工业 ...
“真自动驾驶”来了!专家:责任界定尚未明确、技术仍待验证
Mei Ri Jing Ji Xin Wen· 2025-09-17 12:25
新能源汽车和动力电池专家杨伟斌表示,L3级自动驾驶车型要真正大规模出售给普通消费者,实现商 业化落地的"拦路虎"是技术的安全性和可靠性。只有通过大量的试验和示范测试,待安全性和可靠性得 到验证后,L3级车才会批量应用。 《方案》也明确指出,有条件批准L3级车型生产准入,推动道路交通安全、保险等法律法规完善。这 意味着,等L3级自动驾驶车辆真正到普通消费者手上时,关于"怎么开、出了事怎么办"等相关规则也会 进一步清晰。 每经记者|李星 每经编辑|余婷婷 近日,《汽车行业稳增长工作方案(2025—2026年)》(以下简称《方案》)出台,引发业内广泛关 注,其中明确"有条件批准L3级车型生产准入"的信息,更是"一石激起千层浪"。这意味着,很快车主就 可以切身体会到L3级自动驾驶的便利。 ...
全国首批L3级“真自动驾驶”汽车要来了,高速能脱手、堵车能歇气,但权责怎么分?专家解答
3 6 Ke· 2025-09-17 12:08
"以前只能出现在科幻电影里的自动驾驶车辆,现在真要商业化落地了。"上海车主黄先生十分开心。每周末都要长途开车的他,一直有"轻松开车"的驾驶 诉求,随着新政策的出台,黄先生的这一需求或许很快将被满足。 近日,《汽车行业稳增长工作方案(2025—2026年)》(以下简称《方案》)的出台,引发业内广泛关注,其中明确"有条件批准L3级车型生产准入"的信 息,更是"一石激起千层浪"。这意味着,像黄先生这样的车主,或很快就可以切身体会到L3级自动驾驶的便利。 不过,专家提醒,目前相关技术仍待验证,责任界定尚未明确,L3级别自动驾驶在实际应用中仍面临很大挑战。 "L3级车型有政策规定了就能跑起来,消费者就能用起来。只有用起来了,才能推动我国自动化驾驶技术进一步发展,才会越来越安全。"原中国汽车工业 协会常务副会长兼秘书长、中国汽车芯片产业创新战略联盟联席理事长董扬在接受《每日经济新闻》记者采访时认为,这对中国汽车产业发展来说是一件 好事。 按照《汽车驾驶自动化分级》规定,L3级自动驾驶属于有条件自动驾驶。简单来说,在特定条件和场景下,L3级自动驾驶允许驾驶员完全脱手,但驾驶 员仍需随时准备重新接管车辆控制权。 图片来源:工 ...
禾赛-W(02525):Robotaxi业务订单持续落地,首予港股买入评级
BOCOM International· 2025-09-17 08:49
Investment Rating - The report assigns a "Buy" rating to Hesai Group (2525 HK) with a target price of HKD 269.66, indicating a potential upside of 15.2% from the closing price of HKD 234.00 [1][4][9]. Core Insights - The report highlights the continuous landing of Robotaxi business orders, with Hesai Group recently signing a laser radar order worth over USD 40 million (approximately RMB 285 million) with a leading US Robotaxi company, positioning itself as the sole supplier [2][4]. - The company has secured multiple orders related to Robotaxi models, including exclusive laser radar orders for Motional's IONIQ 5 Robotaxi and plans for mass production of the HR1 model by 2026, with deployment of over 50,000 units by 2027 [4]. - The report notes a significant increase in laser radar shipments, with a year-on-year growth of 276.2% in the first half of 2025, and a market share of 33% in the front-mounted production sector, leading the industry [4]. Financial Summary - Revenue projections for Hesai Group are as follows: RMB 1,877 million in 2023, RMB 2,077 million in 2024, RMB 3,236 million in 2025, RMB 4,434 million in 2026, and RMB 5,775 million in 2027, reflecting a compound annual growth rate (CAGR) of 55.8% from 2024 to 2025 [3][11]. - The net profit is expected to turn positive in 2025, with projections of RMB 253 million, RMB 441 million in 2026, and RMB 624 million in 2027, indicating a strong recovery from previous losses [3][11]. - The report also provides a detailed DCF valuation, estimating the equity value at RMB 33,394 million, translating to a per-share value of USD 34.66 or HKD 269.66 [6]. Market and Regulatory Environment - The report emphasizes the potential catalyst of L3 autonomous driving regulations, which are expected to accelerate the penetration of laser radar technology in vehicles, enhancing the demand for Hesai's products [4]. - Recent government initiatives to promote smart connected vehicles and the approval of L3 level models are seen as supportive of the industry's growth trajectory [4].
交银国际每日晨报-20250917
BOCOM International· 2025-09-17 03:35
Group 1: Core Insights - The report highlights that Hesai Technology has secured a laser radar order worth over $40 million from a leading US Robotaxi company, with plans for delivery by the end of 2026 [3][4] - The implementation of Level 3 autonomous driving regulations is expected to act as a catalyst for the industry, potentially accelerating the penetration of laser radar technology and increasing the number of units per vehicle [3][4] Group 2: Financial Projections - Revenue forecasts for Hesai Technology for 2026-2027 have been raised by approximately 2%, reflecting the company's ongoing order acquisition capabilities and the expanded market space following the Level 3 regulations [4] - The target price for Hesai Technology has been adjusted to HKD 269.66, with a buy rating assigned for the first time [4]