编者荐语： 日经中文网与36氪展开内容交换合作，精选36氪的精彩独家财经、科技、企业资讯，与读者分享。 以下文章来源于36氪Pro ，作者李安琪 李勤 36氪Pro . 36氪旗下官方账号。深度、前瞻，为1%的人捕捉商业先机。 车企的AI辅助驾驶人才饥渴症。 文 ｜ 李安琪 编辑 ｜ 李勤 封面来源 ｜ 日经中文网 入职新公司第一天，张杨（化名）被要求"吐露"上家公司的辅助驾驶算法与代码。因没有积极配合，张杨没在新公司待多久就离 开了。 张杨的前东家是理想汽车，近年因迅速落地辅助驾驶而被行业关注，成为同行重点"探秘"的对象。 辅助驾驶的技术演化在持续喷发。从传统的基于规则的方案转向"端到端"模型路线后，车企的人才画像需求发生了极大变化，中 国车企像互联网大厂与AI公司一样渴求AI人才。 行业竞争激烈而持续。车企内部，团队赛马、立军令状、集体封闭式开发、"做不出来就换人"等，已经成为辅助驾驶部门的常 态。在高压的交付压力下，挖角高端人才、解密头部公司的技术，成为企业的一些"水下动作"。 尤其今年以来，辅助驾驶第一梯队公司的人才遭到了哄抢。有猎头人士告诉36氪，在端到端、AI大模型这波浪潮中，华为、理 想、Mom ...

Group 1 - The core focus of the collaboration between Xiaopeng Motors and Huawei is on AR-HUD technology, which integrates augmented reality head-up display with advanced driver assistance systems (ADAS) [4][8] - The newly launched "Chasing Light Panorama" AR-HUD features an 87-inch display, supports cross-lane information, and covers eight driving scenarios, marking the industry's first instance of displaying navigation routes on real roads [7][11] - The partnership is expected to enhance the scale and implementation of AR-HUD technology, with the "Chasing Light Panorama" AR-HUD debuting on the Xiaopeng G7 and potentially being used in more new vehicles in the future [7][11] Group 2 - The collaboration comes after a period of tension between Xiaopeng and Huawei, particularly regarding AEB technology, which has now transitioned into a cooperative relationship [9][11] - Both companies have made strategic adjustments, with Huawei positioning itself as a supplier of smart automotive components and Xiaopeng focusing on enhancing its intelligent features amid increasing competition [9][11] - The market response has been positive, with Xiaopeng's stock price rising following the announcement of the partnership, indicating investor confidence in the technological synergies between the two companies [11]

Group 1 - The core viewpoint is that the commercialization of Robotaxi is expected to accelerate as domestic and international companies increase their investments in this sector [1] - Xiaoma Zhixing reported a 200% year-on-year growth in Robotaxi business revenue in Q1 2025, with plans to expand its fleet to 1,000 vehicles by the end of the year [1] - Tesla plans to launch its autonomous taxi service in June and gradually expand its scale [1] Group 2 - WeRide's Robotaxi revenue accounted for 22.3% of total revenue, showing a year-on-year increase of 10.4 percentage points, and it is deepening cooperation with Uber [1] - NVIDIA is applying AI models to autonomous vehicles and has partnered with Mercedes to launch a fleet [1] - Baidu's Apollo Go service recorded over 1.4 million autonomous driving orders in Q1, representing a 75% year-on-year growth [1] Group 3 - The high-level autonomous driving sector requires support from regulatory and testing systems, indicating a new phase for automotive technology services [1] - The value and penetration rate of the autonomous driving segment are expected to increase, presenting significant benefits [1] - The Smart Car ETF (code: 159889) tracks the CS Smart Car Index (code: 930721), which includes listed companies involved in smart driving, vehicle networking, and new energy vehicles [1]

Group 1 - The Nasdaq Golden Dragon China Index increased by nearly 2% [1] - Zai Lab saw a rise of over 13% [1] - Yika Tong experienced a growth of over 10% [1] - NIO's stock rose by over 5% [1] - Tuya Smart increased by over 4% [1]

Core Viewpoint - The strategic collaboration between Xiaopeng Motors and Huawei aims to enhance product offerings through deep technological integration, particularly focusing on the implementation of Huawei's AR-HUD technology in Xiaopeng's vehicles [2][3]. Group 1: Collaboration Details - Xiaopeng Motors and Huawei are set to unveil their strategic partnership on June 5, with expectations of launching a new model, potentially the Xiaopeng G7, featuring advanced AR-HUD capabilities [2]. - The AR-HUD technology allows for the projection of critical driving information onto the windshield, enhancing safety and user interaction by integrating virtual data with real-world visuals [2]. Group 2: Huawei's Automotive Solutions - Huawei's QianKun brand, launching in 2024, will provide a comprehensive suite of smart automotive solutions, including intelligent driving systems and vehicle control technologies, with partnerships across various automotive brands [3]. - The upgraded ADS 4 architecture is expected to significantly improve driving efficiency, reducing latency by 50% and increasing throughput by 20%, marking a pivotal year for the practical application of autonomous driving in 2025 [3]. Group 3: Market Performance - Xiaopeng Motors reported a substantial increase in vehicle deliveries, with a 230% year-on-year growth in May 2025, and a total of 162,578 vehicles delivered in the first five months of 2025, reflecting a 293% increase compared to the previous year [4].

Core Viewpoint - The collaboration between Xiaopeng Motors and Huawei aims to address industry pain points and innovate in the automotive sector, particularly through the development of advanced AR-HUD technology [5]. Group 1 - Xiaopeng Motors and Huawei both announced their partnership on social media, indicating a significant change in the industry is forthcoming [1][2]. - Xiaopeng Motors emphasized the need for fresh changes in the automotive industry, suggesting that the transformation begins now [2]. - Huawei's announcement echoed the sentiment of looking towards the future, reinforcing the collaborative spirit of the partnership [4]. Group 2 - Xiaopeng Motors plans to work closely with Huawei to create the best AR-HUD in the world, showcasing their commitment to innovation [5]. - The partnership follows a meeting between Xiaopeng Motors' CEO He Xiaopeng and Huawei's founder Ren Zhengfei, indicating a strategic alignment between the two companies [5].

6月4日，小鹏汽车和华为乾崑智能汽车解决方案分别在微博发布"看见未来"的海报，配文"明天见"，并 互相@对方。 小鹏汽车发布微博称："这个行业很久没有眼前一亮的变化了，改变从现在开始！看见未来，明天见！" 今年2月，小鹏汽车董事长、CEO何小鹏曾拜访华为创始人任正非。微博认证为小鹏汽车副总裁的"托马 斯电火车"当时透露，今年小鹏新品会和华为合作。 发布于 广东 一杯咖啡吸收宇宙的能量。我也有一张和任总的合 影,但环境是简陋的会议室,没这个大气。坚持做 臭搞技术的,向华为学习,小鹏今年的新品和华为 也有深入合作。 @XP-何小鹏:今天很荣幸向任总学习交流!无私,睿 智,大道至简地给了很多在科技,企业,文化,治理 上的思考和建议△△△△ 根据预热海报，双方将在HUD（抬头显示）领域展开合作。记者从知情人士处了解到，6月5日，小鹏 汽车和华为智能汽车解决方案将召开AR-HUD（增强现实抬头显示）技术发布会。此外，记者了解到， 小鹏汽车的新车将搭载该HUD方案。 受此消息提振，6月4日，小鹏汽车港股一度涨超4%，截至上午收盘，上涨2.99%。 中金公司研报称，随着智能化的逐步下沉，车载显示技术作为智能座舱人机交互的核 ...

Group 1 - Xiaopeng Motors and Huawei's QianKun Intelligent Automotive Solutions are set to announce a strategic partnership on June 5, following a visit by Xiaopeng's CEO He Xiaopeng to Huawei's founder Ren Zhengfei in February [2] - Dongfeng Motor and Huawei signed a comprehensive strategic cooperation agreement on May 23, focusing on automotive intelligence and digital transformation [3] - Huawei aims to be a "super supplier" for intelligent vehicles, having developed solutions that cover over 20 major automakers, with cumulative sales of cooperative models exceeding 3 million units [3] Group 2 - Xiaopeng Motors reported delivering 33,525 new vehicles in May, representing a year-on-year increase of 230%, marking the seventh consecutive month of deliveries exceeding 30,000 units [2][3] - From January to May 2025, Xiaopeng Motors has delivered a total of 162,578 new vehicles, reflecting a year-on-year growth of 293% [3]

Core Viewpoint - Xpeng Motors' stock has seen a short-term increase of over 3% following the announcement of a strategic partnership with Huawei's QianKun Intelligent Automotive Solutions, set to be officially revealed at a press conference on June 5 [1] Group 1 - Xpeng Motors' stock price rose more than 3% in the short term [1] - The strategic cooperation with Huawei is expected to enhance Xpeng's automotive solutions [1] - The official announcement of the partnership will take place on June 5 [1]

Core Viewpoint - The company reported strong Q1 2025 performance, with revenues and profits exceeding Bloomberg expectations, driven by growth in IoT and automotive sectors [1][2]. Group 1: Overall Performance - Q1 2025 revenue reached 111.3 billion yuan, a year-over-year increase of 47.4%, surpassing Bloomberg's expectations by 2.1% [1]. - Non-GAAP net profit was 10.7 billion yuan, up 64.5% year-over-year, exceeding Bloomberg's expectations by 17.7% [1]. Group 2: Business Segments - **Mobile Business**: Revenue was 50.6 billion yuan, a year-over-year increase of 8.9%, slightly below Bloomberg's expectations by 1.4%. Gross margin stood at 12.4% [1]. - **IoT Business**: Revenue reached 32.3 billion yuan, up 58.7% year-over-year, exceeding Bloomberg's expectations by 9.8%. Gross margin improved to 25.2% [1][2]. - **Internet Business**: Revenue was 9.1 billion yuan, a year-over-year increase of 12.8%, slightly above Bloomberg's expectations by 0.2%. Gross margin was 76.9% [1]. - **Automotive and Innovation Business**: Revenue reached 18.6 billion yuan, exceeding Bloomberg's expectations by 0.8%, with a gross margin of 23.2% [1][2]. Group 3: IoT Growth Drivers - The IoT segment's growth was primarily driven by major appliances, with a 113.8% year-over-year increase in revenue from this category. Air conditioners, refrigerators, and washing machines saw significant shipment increases [2]. - The new smart appliance factory is expected to start production in November 2025, aiming for an annual output of 3 million air conditioners by 2026, potentially generating 10 billion yuan in revenue by 2030 [2]. Group 4: Automotive Business Outlook - The automotive segment reported revenue of 18.6 billion yuan, with a gross margin of 23.2%, showing continuous improvement as production capacity increases. Q1 2025 vehicle sales reached 76,000 units, slightly above expectations [2]. - The upcoming launch of the YU7 model is anticipated to enhance sales and profitability, with significant upgrades over the previous model [2]. Group 5: Mobile Business Insights - The mobile business gross margin improved to 12.4%, with an average selling price (ASP) reaching 1,211 yuan, a year-over-year increase of 5.8%, marking a historical high [3]. - The market share for smartphones priced above 4,000 yuan in mainland China reached 9.6%, an increase of 2.9 percentage points year-over-year [3].