Core Insights - The Ministry of Industry and Information Technology emphasizes the development of the intelligent connected vehicle industry, focusing on technological breakthroughs, standard formulation, and application promotion [1] Industry Development - The industry scale is rapidly increasing, with cumulative sales of new passenger cars equipped with Level 2 driving assistance functions reaching 7.76 million units from January to July 2025, achieving a penetration rate of 62.58%. Additionally, over 3 million vehicles are equipped with 5G and C-V2X technology [1] - Key technologies have made significant breakthroughs, establishing a complete industrial chain that includes smart cockpits, autonomous driving, and connected cloud control. AI models have been mass-produced for vehicles, and perception devices and C-V2X technologies have reached international leading levels [1] Demonstration and Testing - The scale of demonstrations is steadily expanding, with 17 national-level testing demonstration zones established. The construction of 20 integrated vehicle-road-cloud pilot cities is accelerating, with over 35,000 kilometers of testing demonstration roads opened and more than 10,000 testing demonstration licenses issued [1] Standardization Efforts - The standard system is continuously improving, with a total of 88 national and industry standards published. The focus is on accelerating the formulation of urgently needed standards for combined driving assistance systems, autonomous driving systems, and automatic emergency braking systems, while actively participating in the formulation and coordination of international standards and regulations related to autonomous driving [1]

当前，交通运输行业正积极拥抱以人工智能为代表的新一轮科技革命和产业变革机遇，培育壮大智慧交通和智慧物流产业。 交通运输部科技司综合处处长邢凡胜23日在2025世界智能网联汽车大会新闻发布会上透露，面向"十五五"，交通运输部正在深入推进"人工智能+交通运 输"行动，将把人工智能在交通运输领域规模化创新应用作为主攻方向 。《"人工智能+交通运输"实施意见》，这个文件正在各部委联合印发中，随后将实 施。 工信部装备工业一司副司长郭守刚在发布会上表示，下一步，工业和信息化部将抓紧编制新时期智能网联新能源汽车产业发展规划，支持车用人工智能、汽 车操作系统、智能线控底盘等关键核心技术攻关，持续健全完善汽车技术标准体系，深入推进智能网联汽车准入和上路通行试点、"车路云一体化"应用试点 工作，扎实推动我国汽车产业高质量发展。 郭守刚介绍，工信部高度重视智能网联汽车产业发展，着力推进技术攻关、标准研制、应用推广，推动产业发展取得积极成效。产业规模快速提升，关键技 术取得突破。我国已建成涵盖智能座舱、自动驾驶、网联云控等在内的完整产业链体系，人工智能大模型实现批量上车，感知设备、C-V2X等均达到国际领 先水平。 目前，全国已建 ...

经济观察网北京市经济和信息化局副局长苏国斌9月23日在2025世界智能网联汽车大会新闻发布会上介 绍，目前，汽车产业整体规模稳步提升，电动化、智能化、网联化加速转型。下一步，北京将继续坚定 落实发展智能网联汽车产业的国家战略，巩固智能网联汽车产业发展高地。一方面，持续高标准推 进"双智"城市建设，着力推动4.0阶段建设，持续推进"车路云一体化"基础设施在更大范围、更广区域 实现覆盖，支撑高级别自动驾驶车辆规模化运行，支持辅助驾驶联网车辆发展；另一方面，加强核心技 术攻关，聚焦车规级芯片、复杂环境感知、智能操作系统等智能网联汽车关键核心技术，持续开展创新 攻关，提升自主可控水平。 ...

Core Insights - The Ministry of Transport is advancing the "Artificial Intelligence + Transportation" initiative, focusing on large-scale innovative applications in the transportation sector as a primary direction for the 14th Five-Year Plan [1][5][6] - The 2025 World Intelligent Connected Vehicles Conference will be held from October 16 to 18 in Beijing, co-hosted by the Ministry of Industry and Information Technology, the Ministry of Transport, and the Beijing Municipal Government [3] Group 1: AI and Transportation - The Ministry of Transport plans to release the "Implementation Opinions on Artificial Intelligence + Transportation" soon, which will guide the integration of AI in transportation [5][6] - The ministry aims to build a comprehensive transportation model and accelerate the application of intelligent systems in the sector [5][6] - Key projects include autonomous driving for freight trucks, autonomous navigation for inland cargo ships, and high-speed maglev systems [5] Group 2: Intelligent Connected Vehicles - The sales of new passenger cars with Level 2 driving assistance features reached 7.76 million units from January to July 2025, with a penetration rate of 62.6% [7] - The sales of new passenger cars equipped with Navigation On Autopilot (NOA) reached 2.67 million units, with a penetration rate of 21.5% [7] - The Ministry of Industry and Information Technology is working on a new development plan for the intelligent connected vehicle industry, focusing on key technologies and standards [8][9]

瞿国春介绍，总的来看，本届大会具有以下特点： 新京报贝壳财经讯(记者陈维城)9月23日，在2025世界智能网联汽车大会新闻发布会上，工业和信息化 部装备工业发展中心主任、世界智能网联汽车大会组委会秘书长瞿国春介绍，2025世界智能网联汽车大 会继续由工业和信息化部、交通运输部、北京市人民政府联合主办。本届大会将于10月16日—18日在北 京亦庄北人亦创国际会展中心举办。 三是汇聚多元智慧成果。大会议题紧扣产业创新、政策优化与协同发展主线，组织发布"车路云一体 化"建设成效、网络技术、可信数据空间、"人工智能+汽车"等热点领域的多项报告，呈现"十四五"期间 智能网联汽车发展成果，全面展示新技术、新产品、新模式、新生态。 瞿国春介绍，2025世界智能网联汽车大会将以"汇智聚能网联无限"为主题，升级"3+3+6+N"框架结构。 一是聚焦"洞见前沿风向、创新体验形式、深化国际合作、推动交流互鉴"四大亮点，设置开幕式、全体 大会、闭幕式3场全体会议。二是围绕产业政策、国际合作、京津冀协同发展等方向举办3场圆桌会。三 是围绕政策、技术、安全、人工智能、应用、数据等方向，设置6场主题论坛。四是召开基础设施、芯 片、通信、生 ...

2025世界智能网联汽车大会新闻发布会9月23日举行，记者从会上获悉，2024年，北京实现汽车产量 114.5万辆，同比增长13%。今年上半年，北京具备智能辅助驾驶功能(L2级)的乘用车新车渗透率达到 68.3%，超全国平均水平(62.1%)。 上半年，北京具备智能辅助驾驶功能乘用车新车渗透率达到68.3% 加快完善智能网联汽车产业生态。协同天津、河北，建设京津冀智能网联新能源汽车科技生态港，推进 产业链强链补链、科技创新和产业创新融合，合力打造智能时代先进的产业生态。 积极落实国家试点任务。支持企业加快推进试点车型公告准入，做好试点车辆安全运行保障。协同天 津、河北方面，加强"车路云一体化"基础设施建设，创新跨域场景，促进智能网联汽车推广应用。 据北京市经济和信息化局副局长苏国斌介绍，北京汽车产业整体规模稳步提升，电动化、智能化、网联 化加速转型。2024年，北京实现汽车产量114.5万辆，同比增长13%。今年上半年，北京具备智能辅助 驾驶功能(L2级)的乘用车新车渗透率达到68.3%，超全国平均水平(62.1%)。"双智"城市建设实现全市600 平方公里"车路云一体化"基础设施连片覆盖，累计发放测试牌照超 ...

Summary of the Conference Call on "Vehicle-Road-Cloud Integration" Industry Overview - The conference discusses the "Vehicle-Road-Cloud Integration" system, which consists of vehicles, roadside facilities, cloud control platforms, supporting platforms, and communication networks. This system aims to overcome the limitations of single-vehicle intelligence in perception, computation, and path planning, thereby optimizing driving decisions and traffic efficiency [1][3][4]. Key Insights and Arguments - **Market Potential**: The "Vehicle-Road-Cloud Integration" industry is projected to generate approximately 729.5 billion RMB in value by 2025, increasing to about 2.5825 trillion RMB by 2030, according to the China Society of Automotive Engineers [1][4]. - **Traffic Safety Improvement**: The integration can significantly reduce accident rates by providing real-time obstacle maps and enabling vehicle-to-vehicle communication for collaborative decision-making [1][7]. - **Technological Advancements**: The system enhances the perception, computation, and path planning capabilities of vehicles, addressing inherent limitations of single-vehicle systems [4][5]. - **Economic, Social, and Environmental Impact**: - Economic: Opens up a trillion-level market, fostering innovation and efficiency [5]. - Social: Enhances traffic safety, with estimates suggesting that widespread adoption could prevent 80% of non-disabling loss-of-control traffic accidents [5]. - Environmental: Alleviates traffic congestion and promotes energy conservation, with predictions of reducing travel time by 27% on signal-controlled roads and 42% on non-signal roads, leading to a 22% reduction in fuel consumption and 11% in emissions [6]. Additional Important Points - **Investment Requirements**: Achieving nationwide coverage of major highway intersections and key expressways by 2030 will require over 400 billion RMB in investment, necessitating exploration of sustainable investment methods [2][17]. - **Current Development Stage**: China has made significant progress in smart connected vehicles and infrastructure since 2018, transitioning from closed-area testing to full-scale testing and city-wide pilot projects, with over 600 new "Vehicle-Road-Cloud Integration" projects expected by mid-2025 [10][19]. - **Global Comparison**: The U.S. leads in single-vehicle intelligence technology but is still in the testing phase for "Vehicle-Road-Cloud" collaboration. Europe is more conservative, while South Korea is actively developing computer-assisted driving applications [11]. - **Industry Structure**: The "Vehicle-Road-Cloud Integration" industry comprises five main components: vehicles, roads, cloud, image processing, and network connectivity, forming a vast economic ecosystem [12][13]. - **Growth Areas**: The road testing equipment and scenario application sectors are expected to see significant growth, with compound annual growth rates (CAGR) of 79.7% and 70%, respectively [14][15]. - **Key Players**: Various types of companies are involved in the integration, including vehicle system providers, cloud service extensions, and communication network firms, each with distinct characteristics [16]. This summary encapsulates the essential points discussed in the conference call regarding the "Vehicle-Road-Cloud Integration" industry, highlighting its potential, challenges, and the current state of development.

与传统汽车维修不同，这里没有油污和扳手，取而代之的是精密的电路模块和智能传感器。选手们需要快速 定位问题电路模块，排除各种技术障碍，展现对新兴技术的理解力和解决问题的能力。 第三届全国技能大赛智能网联汽车装调运维赛场上，河南选手李晓强（左一）正在专心进行比赛。河南日报 社全媒体记者 徐聪 摄 千百年来，技能推动下的创新创造，始终是推动发展的重要力量。第三届全国技能大赛设置的106个竞赛项目 中，智能制造、高端装备、数字技术等赛项占比超过50%。河南代表团参加了全部106个赛项的比赛。 "我参加的项目叫无人机系统，是前两届全国技能大赛所没有的，同时又是世赛选拔项目，将首次出现在明年 举办的第48届世界技能大赛中。"9月22日晚，来自河南技师学院的21岁选手王钰航说，"无人机系统项目融合 了机械、电子和计算机工程知识技能，考核选手对无人机的安装、调试、维护、编程及飞行任务完成能力， 是无人机行业的未来发展方向。" 赛项难度大，更激发了王钰航的好胜心。"我全身心投入比赛，个人的技能有了质的飞跃。同时，通过观察其 他选手，也发现了更适合自己的学习方法。"他说。 王钰航的成长足迹里，藏着个人精进技能的密码；我省所有选手 ...

Investment Rating - The report suggests a bullish outlook for the automotive sector, particularly driven by technology and central state-owned enterprise reforms [3][10]. Core Insights - The automotive sector is expected to benefit from a market rally, with technology-driven segments like robotics and low-altitude economy likely to follow the TMT lead [3]. - The report highlights a rebound in the performance of the robotics sector in the second half of the year, with specific companies recommended for investment [3]. - The establishment of a national standard for intelligent driving assistance systems is anticipated to enhance safety and quality in the automotive industry [4][5]. Market Update - In the 37th week of 2025, retail sales of passenger cars reached 450,000 units, showing a month-on-month increase of 24.65% but a year-on-year decrease of 7.79% [3]. - The total transaction value in the automotive industry for the week was 922.739 billion, reflecting a 31.03% increase from the previous week [3]. - The automotive industry index rose by 2.95%, outperforming the Shanghai and Shenzhen 300 index, which fell by 0.44% [10]. Company Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xiaopeng, and Li Auto, as well as companies involved in intelligent driving technology [3]. - It also suggests monitoring state-owned enterprises like SAIC and Dongfeng for potential investment opportunities [3]. - Companies with strong performance growth and capabilities in robotics or overseas expansion, such as Fuyao Glass and New Spring, are highlighted as potential investment targets [3]. Key Events - The report notes the launch of NIO's new ES8 and ET9 special edition, showcasing significant investments in charging and battery technology [6][7]. - Elon Musk's substantial investment in Tesla, amounting to approximately $1 billion, has positively impacted Tesla's stock performance [8][25]. - The report mentions the introduction of various new models and strategic partnerships in the automotive sector, indicating a dynamic market environment [26][29][34].

Core Viewpoint - The Ministry of Industry and Information Technology has released a draft for public consultation on mandatory national standards for intelligent connected vehicles' combined driving assistance systems, aiming to enhance safety and standardization in the industry [1][2]. Group 1: Industry Challenges and Developments - The combined driving assistance technology has faced a trust crisis due to a widely publicized traffic accident, marking the industry's biggest challenge since its inception [1]. - The penetration rate of combined driving assistance technology in China's new energy vehicles has exceeded 50% and continues to grow [2]. - There are significant discrepancies in the technical solutions, functions, and performance of products from different companies, complicating the evaluation of system safety [2]. Group 2: Draft Standard Characteristics - The draft standard applies to M and N category vehicles equipped with various types of combined driving assistance systems, ensuring uniform safety benchmarks across different vehicle types [3]. - The draft emphasizes the need for driver monitoring capabilities and outlines safety assurance requirements throughout the product development and usage processes [3][5]. - It aims to elevate the priority of safety and quality in product development, encouraging companies to focus on system reliability rather than rapid iteration [3][5]. Group 3: Development and Testing Regulations - The draft establishes a comprehensive testing framework that includes various testing scenarios to ensure safety and functionality [6]. - It mandates that companies maintain consistency in core components and software versions to avoid discrepancies in functionality during mass production [6]. - The draft requires the implementation of a data recording system to track vehicle status and driver actions, aiding in post-incident analysis [6]. Group 4: Consumer Impact and Behavior Changes - The draft clarifies that combined driving assistance systems are not autonomous driving systems, emphasizing the need for continuous driver engagement [9]. - It introduces measures to ensure that drivers are well-informed about the system's capabilities and limitations, promoting safe usage practices [9][10]. - The draft encourages the development of proper driving habits among consumers, such as maintaining hands on the wheel and eyes on the road, to enhance safety [10].