福特汽车(F.US)一位高管透露，公司计划在两年后推出允许驾驶员在行驶中"解放双眼"的自动驾驶技 术，此举可能推动这家传统汽车制造商进军新兴的无人驾驶出租车(Robotaxi) 市场。 福特周三宣布，将在2028年为其Blue Cruise智驾系统升级L3级自动驾驶功能。该系统目前仅支持驾驶员 脱手驾驶，但仍需目视道路。福特首席电动汽车、数字与设计官道格·菲尔德在接受采访时表示，这项 能让驾驶员转移视线的新技术，将首搭于公司即将推出的售价约3万美元的全电动小型皮卡。 菲尔德表示，该技术将允许驾驶员在安全行驶的同时进行视频会议或享受娱乐内容，福特预计这将成为 未来消费者的核心需求。"在人们当下生活的所有需求中，时间显然位居前列，而驾驶压力是他们希望 摆脱的，"菲尔德表示"我们相信这项技术将极具吸引力。" 现阶段，福特正专注于向消费者推广L3级自动驾驶技术。菲尔德透露，公司仍在研究定价策略，可能 采用一次性收费、按里程计费或订阅制等模式。 菲尔德强调，由于福特采用低成本部件自主研发了该技术，公司已形成差异化竞争优势，有望让更多消 费者享用到这项科技。"我们将L3平台搭载于起售价约3万美元的车型上，而非像多数竞争对 ...

Core Viewpoint - Black Sesame Intelligence (000716) and its partners are exploring an innovative "technology + insurance" model to enhance the safety and operational efficiency of new energy commercial vehicles through advanced driver assistance technology [1] Group 1: Company Developments - Black Sesame Intelligence's stock rose nearly 9% in early trading, currently up 6.64% at HKD 20.88, with a trading volume of HKD 251 million [1] - The company has entered a strategic partnership with Chery Commercial Vehicles and China Pacific Insurance (601601) to integrate technology into the insurance underwriting process [1] - Black Sesame will provide a PA2.0 active safety system for Chery's entire range of new energy vehicles, covering both pre-installation and post-installation scenarios [1] Group 2: Industry Insights - The Chief Marketing Officer of Black Sesame, Yang Yuxin, anticipates a market explosion in cross-domain integration, predicting that L3 autonomous driving technology will reach maturity within the next three to five years [1] - The industry chain is expected to become more organized, with manufacturers that have mature mass production experience, sustainable technology iteration, and customer recognition standing out [1] - Black Sesame is set to launch a robotics product line, aiming to transfer its automotive industry technology and successful experiences to new markets [1]

Core Viewpoint - Black Sesame Intelligence (02533) has seen a significant stock price increase following a strategic partnership with Chery Commercial Vehicles and China Pacific Insurance, focusing on integrating advanced driving assistance technology with insurance mechanisms to enhance safety and operational efficiency in new energy commercial vehicles [1] Group 1: Strategic Partnership - Black Sesame Intelligence, Chery Commercial Vehicles, and China Pacific Insurance have formed a strategic collaboration to explore an innovative "technology + insurance" model [1] - The partnership aims to create a linkage mechanism between risk reduction and premium discounts, enhancing safety upgrades and operational efficiency for new energy commercial vehicles [1] Group 2: Technological Advancements - Black Sesame Intelligence will leverage its core technological advantages to provide Chery's entire range of new energy vehicles with the PA2.0 commercial vehicle active safety system, covering both pre-installation and post-installation scenarios [1] - The Chief Marketing Officer of Black Sesame Intelligence, Yang Yuxin, anticipates a market explosion in cross-domain integration, predicting that L3 autonomous driving technology will reach maturity within the next three to five years [1] Group 3: Market Outlook - The industry is expected to see a more organized division of labor along the entire supply chain, with manufacturers that have mature mass production experience, sustainable technology iteration, and customer recognition standing out [1] - Black Sesame Intelligence is set to launch a robotics product line, aiming to transfer its accumulated technology, successful experiences, and ecosystem from the automotive sector to new markets [1]

Core Viewpoint - Black Sesame Intelligence (2533.HK) experienced a significant intraday increase of over 9%, reaching HKD 21.38, driven by insights shared at the 7th World New Energy Vehicle Conference regarding the upcoming market explosion in cross-domain integration and the maturation of L3 autonomous driving technology within the next three to five years [1] Group 1: Company Developments - The Chief Marketing Officer, Yang Yuxin, highlighted that the entire industry chain will become more organized, with manufacturers that possess mature mass production experience, sustainable technology iteration, and customer recognition standing out [1] - Black Sesame Intelligence has developed two major chip series, Huashan and Wudang, to cover different computing power needs, achieving breakthroughs from technology to mass production [1] - The company plans to launch a robotics product line, aiming to transfer the technology, successful experiences, and ecosystem accumulated in the automotive sector to new markets [1] Group 2: Industry Insights - The next three to five years are expected to be critical for the maturation of L3 autonomous driving technology, indicating a pivotal moment for the industry [1] - The integration of smart automotive technology and robotics is anticipated to accelerate, with high-performance, energy-efficient automotive-grade AI chips at the core of this transition [1]