最新数据显示，今年1—7月，我国具备组合驾驶辅助系统的乘用车新车销量为775.99万辆，同比增长 21.31%，渗透率升至62.58%。组合驾驶辅助系统的规模化应用为产业发展注入了新动能，但也存在着 产品性能缺乏统一基线等问题。专家表示，标准对智能网联汽车的行车安全提出更高要求，计划明年正 式发布。 9月17日，工业和信息化部公开对《智能网联汽车组合驾驶辅助系统安全要求》强制性国家标准，向社 会征求意见。专家表示，这将为我国智能网联汽车产业的发展再次筑牢安全底线。 这次发布的征求意见稿构建了智能网联汽车产品的安全基线，要求系统只能在其设计运行条件下激活。 针对单车道、多车道、领航辅助等不同功能，设置了人机交互、功能安全和预期功能安全、信息安全、 数据记录等全方位安全技术要求，构建了"三重安全保障"。 记者注意到，征求意见稿中提到，标准要求系统具备手部脱离检测以及视线脱离检测能力，一旦系统激 活期间驾驶员出现手部脱离、视线脱离，系统应发出提示以及报警，并在驾驶员未及时响应系统报警的 前提下可控地退出激活状态。 （文章来源：央视新闻客户端） ...

Core Insights - The 2025 International Automotive Intelligent Cockpit Conference was held in Suzhou, focusing on AI-enabled cockpit innovation and the future ecosystem of human-vehicle interaction [1] - The conference featured discussions on key technologies, international standards, and talent cultivation in the intelligent cockpit sector, with participation from 800 experts and representatives [1][3] Industry Development - The global automotive industry is undergoing a historic transformation driven by technology and innovation, with China's intelligent cockpit sector leading due to its technological and market advantages [3] - The future development of intelligent cockpits requires a strong foundation in core technologies like cockpit models and high-performance chips, emphasizing user-centric design and international collaboration [3] Regional Insights - Jiangsu Province, as a major automotive industry cluster, has established a complete innovation system in areas like vehicle-mounted chips and intelligent cockpit solutions, positioning Suzhou as a key player in the intelligent connected vehicle sector [3] - The establishment of the Yangtze River Delta Technology Exchange Center is a result of strategic cooperation between the China Automotive Engineering Society and the Suzhou government, aimed at enhancing regional automotive industry development [4] Research Findings - The average score for intelligent cockpit evaluations reached 6.78, with most models scoring above 6, indicating significant advancements in technology and consumer experience [5] - The report on the intelligent cockpit standard system aims to establish a framework by 2026 and to lead global standards by 2035, filling gaps in key technology standards [5] Technological Innovations - The integration of technologies like Tesla's FSD and China's "vehicle-road-cloud" model is highlighted, with a focus on cost-effective solutions and the need for clearer business models in the intelligent connected vehicle sector [6] - New network security solutions, such as the Multi-Identification Network (MIN), are proposed to enhance data security and privacy in intelligent cockpits [7] User Experience and Interaction - The concept of "happy space" is introduced by Li Auto, emphasizing the role of intelligent cockpits in differentiating automotive brands through advanced interaction systems [8] - Companies like Zebra Zhixing are focusing on user value-driven transformations in intelligent cockpits, leveraging AI to create personalized user experiences [8] Future Directions - Unity's advancements in 3D real-time rendering technology are set to enhance intelligent cockpit functionalities, including music visualization and interactive navigation [9] - The industry is moving towards a more human-centered approach in cockpit design, exploring new applications like in-car gaming and meditation spaces [9]

Group 1 - Junsheng Electronics, as a Tier 1 supplier, provides head assemblies to major North American clients, with a total value of approximately 20,000 yuan for three generations of products, and has achieved robot revenue of 30 million yuan, with automotive business recovering to double-digit growth since August [1] - In Abu Dhabi, nearly 150 Robotaxis have been deployed, while operational efficiency in Beijing and Guangzhou has improved to 15-17 orders per day, with tests ongoing in Switzerland and Singapore following suit [1] - CATL has secured a designated factory for M clients in Wuhan, with a single vehicle ASP of 700 yuan, expected to ramp up production by 2026 [1] - Weipai's Gaoshan series is projected to exceed annual sales of 10,000 units, with the Tank 500 Hi4-Z accounting for 65%, and Haval's domestic sales in September are expected to approach 40,000 units [1] - As of September 17, 09:38, the Intelligent Connected Vehicle ETF (159872.SZ) rose by 0.84%, with its related index CS Vehicle Networking (930725.CSI) increasing by 0.92%; major constituent stocks such as Junsheng Electronics, Desay SV, and CATL saw significant gains [1] Group 2 - Minsheng Securities highlights that Honda Motor has developed a preventive safety matrix system that significantly reduces riding risks, integrating a 360° perception system with radar, lidar, and cameras, marking the first application of passenger car-level ADAS systems in two-wheel platforms [2] - GF Securities reports that the gross margin of the automotive electronics sector increased by 1.3 percentage points year-on-year to 19.2% in H1 2025, with component manufacturers having a higher overseas revenue share achieving a gross margin of 21.2%, indicating a differentiated competitive landscape in the intelligent connected industry chain [2] - Related products include the Intelligent Connected Vehicle ETF (159872) [2] - Related stocks include CATL (300750), Inovance Technology (300124), Desay SV (002920), Dahua Technology (002236), SAIC Motor (600104), Junsheng Electronics (600699), Hongfa Technology (600885), Huayu Automotive (600741), OFILM (002456), and Zhongke Chuangda (300496) [2]

Market Overview - On September 16, A-shares showed mixed performance with the Shanghai Composite Index slightly up by 0.04%, Shenzhen Component Index up by 0.45%, and ChiNext Index up by 0.68% [1] - The STAR 50 Index led the market with a notable increase of 1.32% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 23,414 billion RMB, showing a slight increase compared to the previous trading day [1] Sector Performance - The top-performing sectors included Comprehensive (3.62%), Machinery Equipment (2.06%), and Computer (2.06%) [5] - The sectors with the largest declines were Agriculture, Forestry, Animal Husbandry, and Fishery (-1.29%), Banking (-1.15%), and Non-ferrous Metals (-0.99%) [5] Fund Flow - The ETF market saw a reversal with a net inflow of 10.99 billion RMB, with stock ETFs specifically seeing a net inflow of 14.20 billion RMB [6] - Industry ETFs had a significant net inflow of 38.37 billion RMB, while broad-based stock ETFs continued to experience net outflows, though reduced to 26.14 billion RMB [6][7] - Notably, the Securities sector ETF saw a net inflow of 17.92 billion RMB, while the Technology sector, particularly the STAR 50 and Semiconductor indices, experienced significant outflows nearing 20 billion RMB [8][7] Key Highlights - The Securities ETF leader (159993) achieved a net subscription of 31.5 million units, marking 13 consecutive days of net inflows [9] - The Non-ferrous ETF (159880) recorded a net subscription of 23 million units, driven by macroeconomic factors influencing stock price fluctuations [10] - In the robotics sector, Elon Musk announced plans for a technical evaluation of AI5 chip design and a meeting regarding AI and autonomous driving systems [11][12] Investment Opportunities - The domestic auto market is expected to maintain rapid growth due to promotional activities and the upcoming sales peak in September and October [12] - The copper market is anticipated to experience a significant upward trend, supported by low non-commercial long positions and macroeconomic conditions [10]

Group 1 - Guangzhou has launched a work plan to establish itself as a pilot city for large-scale applications of vehicle-to-grid (V2G) technology, aiming to build at least 300 V2G charging piles by the end of 2025 [1] - The city has also initiated a special campaign to promote automobile consumption, offering subsidies of up to 5,000 yuan for car purchases from September 15 to 30 [1] Group 2 - The China Academy of Information and Communications Technology (CAICT) emphasizes that with the development of the digital economy, data has become a crucial factor in fostering new productive forces and promoting high-quality economic growth [3] - The vehicle networking industry is at a critical stage of new application development and model promotion, with vehicle networking data serving as a new production factor and an important source of value creation [3] - Vehicle networking data supports internal business integration for industry chain enterprises and facilitates the creation of new services and business models through data circulation, aiding innovation in the automotive, information communication, and transportation sectors [3] - Global attention is focused on the empowering role of vehicle networking data, with many countries and regions issuing policies and establishing special funds to build data-sharing platforms, accelerating the opening, sharing, and circulation of vehicle networking data [3] - Industry stakeholders, including automakers, roadside infrastructure operators, cloud platform service providers, and communication network operators, are actively exploring the value of vehicle networking data, enhancing internal business processes and product functionalities [3] - The advancements in intelligent connected vehicles and roadside infrastructure have improved auxiliary driving and autonomous driving services, reduced traffic accidents, and enhanced transportation efficiency and urban digital governance [3]

传统汽车通信性能测试多依赖近场或外场环境，存在有源指标测量偏差大、天线偏心定位难、场景复现 效率低等痛点，难以满足智能网联汽车对高精度、全场景通信能力的严苛要求。此次联合实验室创新性 采用"航空试验方法"，通过光启技术超材料七大能力平台中的先进检验检测技术构建了一套完整的汽车 整车通信测试方案，解决了传统近场测试中"有源指标测不准""天线偏心测不准"等核心技术难题，大幅 提升测试结果的准确性与稳定性，通过紧缩场实验室来打造完整的汽车整车通信测试方案，精准测量通 信发射和接收能力，有望建立全球行业标准，提升我国智能汽车行业的话语权和国际影响力，同时加速 推进车联网的建设和全面市场应用。 （文章来源：证券日报） 本报讯 （记者李雯珊）9月16日，光启技术股份有限公司（以下简称"光启技术"）与中汽研汽车检验中 心（天津）有限公司（以下简称"中汽中心"）联合成立的"汽车紧缩场联合实验室"完成对华为享界S9T 的整车通信性能验证测试，助力其成功获得"全球首个整车通信性能S级认证"，信号强度及通信有效范 围是业界平均水平的2.8倍，网络连接恢复速度超10倍。 ...

建成后，新基地将聚焦国家战略性新兴产业及未来产业，深耕智能网联汽车关键共性技术，引领技术进 步，助力中国汽车产业高质量发展。（新浪财经） 中汽中心在天津正式启动智能网联科技创新基地建设，该基地将成为我国首个智能网联汽车全价值链技 术创新的综合性基地，标志着我国在智能网联汽车领域迈入系统性创新新阶段。 新基地将构建世界一流的智能网联综合技术服务体系，覆盖智能驾驶、智能座舱、信息安全、车联网、 人工智能、低空经济等领域的36个先进试验室集群，实现研发测试能力的全覆盖。 ...

展望未来，长沙目标明确：建设"中部地区'车路云一体化'应用示范标杆"，推动智能网联汽车实现城市 级规模应用。以湖南湘江新区为核心，逐步扩展至全市域，并联动株洲、湘潭，共同构建辐射中南地区 的智能网联生态体系。 9月15日，作为2025互联网岳麓大会最受瞩目的硬科技论坛之一，AI与智能网联汽车产业融合发展 论坛在梅溪湖艺术博物馆举行。论坛上，长沙发布"车路云一体化"城市级智能网联全场景体系建设目 标，明确到2026年建成中部地区首个"车路云一体化"应用生态示范标杆，产业规模突破1000亿元，实现 智能网联车辆接入1万辆以上，完成1450平方公里试点区域C-V2X网络全覆盖。 在这一总体目标引领下，长沙将分阶段推进全域路侧智能网联化，实现5G网络全域覆盖及重点区域5G- A增强覆盖，完成信号机网联化改造与重点路口路段的全面感知能力建设。 以应用场景为导向，长沙将推进"十城十车"数据互联示范，与上海、杭州、成都、合肥、无锡等城市协 同，推动红绿灯信息、道路信息等数据能够面向车端提供C-V2X应用服务；构建智能电轨、网联公交、 微循环小巴、自动驾驶出租车等联动的智慧交通体系；推动无人配送、无人环卫、无人零售等功能型无 ...

Core Insights - The Tianjin government is actively promoting the integration of the Baodi District into the Beijing-Tianjin-Hebei collaborative development strategy, enhancing its significance in the region [1] Group 1: Industrial Development - The "Zhongguancun-like" industrial ecosystem is being established in the Beijing-Tianjin Zhongguancun Science City, with 1,883 market entities and sustained double-digit growth in key economic indicators [3] - The Science City has signed an agreement with the Zhongguancun Development Group to deepen cooperation, with an 80 million yuan investment planned for a new round of capital increase [3] - Baodi District has adopted a comprehensive service package from Zhongguancun, implementing 22 policy measures to support high-quality development in the Science City [3][4] Group 2: Innovation and Technology - The Science City has developed a full-chain incubation system, recognized as an innovative base for entrepreneurship by the China Association for Science and Technology [4] - Collaborations with prestigious universities have led to the appointment of "technology vice presidents" for ten companies, enhancing innovation capabilities [4] - Significant technological advancements have been achieved, with certifications for international and domestic leading levels in semiconductor and robotics technologies [4] Group 3: Transportation Infrastructure - The opening of the Jing-Tang and Jing-Bin intercity railways has marked Baodi's entry into the "high-speed rail era," significantly improving transportation connectivity [5] - Baodi has upgraded 170 kilometers of trunk roads and constructed 39 kilometers of new primary roads, resulting in a total road network of 2,235 kilometers [5] - The Baodi Station has become a hub for high-speed rail, with a 34.8% increase in daily train services and a doubling of average passenger volume since the initial opening [6]

"'零交通事故'是自动驾驶系统不断成熟要达到的终极目标，要实现这一目标，可借鉴汽车排放最终实 现'近零排放'的演进路径。"中国工程院院士、清华大学教授李骏解释，汽车排放"近零"目标是在测试设 备越来越精准完善的引领下实现的，相类似地，预期功能安全测试能力越来越强也将引领自动驾驶系统 向"零事故"的方向发展。 安全测试的要点与环境测试不同。清华大学车辆与运载学院副研究员王红告诉科技日报记者，一些自动 驾驶系统白天工作正常，晚上却出现问题，还有一些在极端场景中"宕机"，都是由于在训练的过程中缺 乏必要的环境要素测试和校正。 我国智能网联汽车发展迅猛，但由智能驾驶系统导致的交通安全事故也引发关注，暴露出汽车智能化、 网联化发展过程中的安全"痛点"。 9月12日，工业和信息化部等八部门印发《汽车行业稳增长工作方案（2025—2026年）》，明确"有条件 批准L3级车型生产准入"。 如何以安全领域的技术创新推动我国汽车产业智能网联技术的产业化应用？9月13日—14日，2025世界 智能安全大会在陕西西安举办，百余名全球科技领域顶尖专家、多名中外院士围绕自动驾驶技术发展趋 势和安全挑战展开深度研讨。与会专家认为，L3级车 ...