Core Insights - The 2025 World Intelligent Connected Vehicles Conference (WICV) successfully concluded after three days, featuring 17 significant events with over 8,000 representatives from more than 10 countries and regions, and over 21 million online views [1] Policy and Regulation - The Ministry of Industry and Information Technology (MIIT) emphasized the importance of policies and standards in supporting the development of intelligent connected vehicles, with plans to focus on technological innovation, regulatory frameworks, industrial applications, and international cooperation for high-quality industry growth [3] - The MIIT highlighted the necessity of enhancing safety measures in the intelligent connected vehicle sector, advocating for a multi-level dialogue mechanism and innovative safety products to address cybersecurity challenges [3] Technology and Innovation - The China Association of Automobile Manufacturers noted that the intelligent connected vehicle industry is at a critical juncture for scaling up, facing challenges such as key technological breakthroughs and the need for improved standards and regulations [4] - The MIIT discussed advancements in "Artificial Intelligence + Automotive" technologies, focusing on automation, cockpit intelligence, and the importance of developing safety standards for these innovations [4] Data and Applications - The National Data Bureau reported that data is a crucial engine for digital economic development, with initiatives underway to establish a trusted data space in the automotive sector, aiming to overcome barriers to data circulation [5] - The MIIT stated that demonstration applications are essential for the large-scale commercialization of intelligent connected vehicles, with significant progress already made in testing and deployment [6] Conference Outcomes - The conference released the "Top Ten Achievements in Intelligent Connected Vehicle Standardization," providing a clear path for industry development and safety regulation [7] - A series of reports and agreements were announced, including the "Intelligent Connected Vehicle Network Technology Roadmap (2025-2030)" and the launch of collaborative testing actions for integrated vehicle-road-cloud technologies [7]

Group 1 - The 2025 World Intelligent Connected Vehicle Conference was held in Beijing, marking a critical period for the large-scale development of intelligent connected vehicles in China [1] - China is leading in policy support and infrastructure development, achieving breakthroughs in key areas such as autonomous driving technology and vehicle-road collaboration [1] - The penetration of urban auxiliary driving features has expanded from high-end vehicles to models priced below 150,000 yuan, with 2025 expected to be a pivotal year for the popularization of intelligent driving in China [1] Group 2 - Xiaopeng Motors highlighted four core development trends in the intelligent connected vehicle sector: electrification, intelligence, globalization, and diversification [2] - Great Wall Motors emphasized its advantages in market penetration, technological breakthroughs, and user recognition, focusing on the evolution of electronic architecture to create intelligent driving and space [2] - Horizon's executive projected that L4 capabilities could be achieved in the next three to five years, with full support for L4 by 2030, indicating a significant leap in intelligent driving development [2] Group 3 - The exhibition showcased the latest technologies and products in the intelligent connected vehicle sector, with various companies presenting their advancements [3] - The "Star Flash Short-Distance Communication Technology Digital Key Blue Paper" was released, detailing the collaboration of 25 member units in developing standards and testing for digital car keys [3] - Several vehicle models from manufacturers like Seres, JAC, BAIC, Chery, Dongfeng, and BYD are set to support or are already equipped with the Star Flash digital car key technology [3]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference in Beijing highlighted China's achievements in the automotive industry and its plans for the next five years, emphasizing the country's decisive lead in the global smart vehicle sector [1][4]. Industry Developments - China's automotive industry has established a complete industrial system covering smart cockpits, autonomous driving, and connected cloud control, with over 60% of new passenger cars sold featuring advanced driver assistance systems [1][2]. - The rapid development of smart driving technology in China is attributed to the integration of artificial intelligence across domestic and joint venture automakers, positioning Chinese tech companies as key players in the automotive sector [2][3]. Market Trends - The export of Chinese automobiles has significantly increased, with exports rising from approximately 1 million units in 2019 to over 5.8 million units by 2024, and electric vehicle exports growing from 250,000 to around 1.28 million in the same period [2][3]. - The Chinese market is witnessing a rapid adoption of L2-level intelligent driving systems, with predictions that by 2030, China will hold half of the global market share for L2+ level smart driving vehicles [4][5]. Regulatory Environment - The Chinese government is focusing on developing standards for advanced driving assistance and autonomous driving, aiming to optimize production access management and regulate industry competition [7]. - A significant increase in road testing for autonomous driving has been observed, with over 30,000 kilometers approved for testing, creating the world's largest real-world testing environment [5][6]. International Collaboration - European automotive companies are increasingly collaborating with Chinese smart driving technology firms, with partnerships being formed for the development and testing of autonomous driving software [7][8]. - Chinese smart driving companies are expanding their presence in the Middle East and Europe, indicating a competitive landscape with U.S. firms in these regions [8].

（文章来源：中国经营报） 在2025世界智能网联汽车大会闭幕式上，中国信息通信研究院发布智能网联汽车技术路线图。中国信息 通信研究院总工程师魏然表示，为实现网联通信技术向智能网联汽车提供广覆盖、多层次、按需服务的 稳定与可靠连接和计算能力，支撑智能网联汽车高质量发展的目标，需要在三方面进行强化。 一是提升车辆先进通信能力的搭载率，增强汽车端侧的接入能力，预计乘用车5G渗透率在未来可达到 95%，C-V2X直连通信的渗透率超过30%，中高端车型将陆续搭载卫星通信；二是在增强车端接受能力 的同时，深化行驶环境的网络覆盖，预计城市道路5G/5G A和LTE-V2X直连通信的融合网络覆盖率要达 到98%以上，在路口和重点区域需要形成连续覆盖，并结合地面与卫星通信衔接，保障车辆获得稳定可 靠的网络连接；三是匹配网络特性与场景需求，优化性能，确保数据高效、可靠地传输。 ...

Core Viewpoint - The global automotive industry is undergoing a profound transformation driven by artificial intelligence technology, with the "AI + automotive" trend accelerating and reshaping the industry landscape [1][2]. Group 1: Industry Transformation - The automotive value chain is shifting from hardware-dominated to software-defined, with software and content services becoming significant value increments [1]. - By 2030, the expected value distribution of automotive products will be 40% hardware, 40% software, and 20% content services [1]. - The automotive industry is rapidly entering an era of deep AI exploration, evolving from "AI + automotive" to "mobile intelligent entities" [1][2]. Group 2: Technological Advancements - AI technology is upgrading the architecture of intelligent connected vehicles from "single vehicle intelligence" to "collaborative intelligence" [2]. - The integration of vehicle, road, and cloud systems is becoming a new phase in the development of intelligent vehicles, enhancing the efficiency and reliability of data for autonomous driving AI model development [2]. - By 2030, L2 assisted driving is expected to become standard, with L3 and above autonomous driving adoption rates exceeding 10% [2]. Group 3: Safety and Security Challenges - The development of intelligent connected vehicles faces severe challenges related to network security, data security, and functional safety, with AI technology making cyberattacks more intelligent and accessible [3]. - Automotive companies must balance safety and development while adhering to stringent safety standards [4]. Group 4: Policy and Industry Support - The Chinese government is continuously improving the support system through policies and standards to facilitate industry development [4]. - The intelligent wave is reshaping the global automotive competitive landscape, with AI becoming a core variable for enterprise survival and development [4].

Investment Rating - The industry investment rating is "Positive" and maintained [6]. Core Insights - The 2025 World Intelligent Connected Vehicle Conference will be held in Beijing from October 16 to 18, focusing on investment opportunities in intelligent driving [2][4]. - The Ministry of Industry and Information Technology aims to accelerate the formulation of standards for combined driving assistance and autonomous driving, promoting deep integration of artificial intelligence and the automotive industry [2][4]. - The intelligent connected vehicle industry in China is experiencing rapid development, with over 60% of new passenger cars sold equipped with combined driving assistance features [8]. - The government has introduced multiple supportive policies for the intelligent driving industry, indicating potential explosive growth during the "14th Five-Year Plan" period [8]. - The "Vehicle-Road-Cloud Integration" application pilot has shown significant results, highlighting China's unique technological path in intelligent vehicles [8]. Summary by Sections Event Description - The conference will showcase achievements in the intelligent connected vehicle sector during the "14th Five-Year Plan" and is expected to accelerate the commercialization of intelligent driving technologies [4][8]. Policy Support - Recent policies from various government departments aim to promote the large-scale application of artificial intelligence in transportation, including the development of intelligent driving systems [8]. Technological Advancements - The pilot program for "Vehicle-Road-Cloud Integration" has demonstrated ten key functional scenarios, showcasing China's advantages in intelligent vehicle technology [8]. Investment Opportunities - Suggested areas for investment include intelligent driving algorithm providers, related hardware suppliers, and Robotaxi operation platforms [2][8].

Core Insights - China's smart connected and new energy vehicle industry is at a global leading position, with Beijing accelerating its development as a highland for this sector [1][3] - In 2024, Beijing's automobile production is projected to reach 1.145 million units, representing a year-on-year growth of 14.2% [3] - The penetration rate of new passenger cars with Level 2 smart driving assistance in Beijing reached 68.3% in the first half of this year [3] Industry Development - The construction of "smart cities" in Beijing has achieved integrated infrastructure coverage of 600 square kilometers for vehicle-road-cloud collaboration, with over 1,100 testing licenses issued and more than 45 million kilometers of autonomous driving mileage accumulated [3] - Companies like Xiaomi, Li Auto, and BAIC have rapidly developed in the new energy and smart connected vehicle sectors, contributing positively to the construction of a strong automotive nation [3][4] Technological Innovation - Chinese automakers are actively innovating with technologies such as driver assistance, sensors, automatic locking, and new electronic architectures, which have gained popularity among domestic and international consumers [3] - The rapid development of technology has led to new requirements for standards and regulations, with national authorities emphasizing the importance of industry standard formulation [3] Regulatory Compliance - Beijing's industry management departments are committed to implementing anti-involution work requirements, ensuring market order, and avoiding price wars [4] - Companies are required to maintain high standards for product quality and safety, taking responsibility for accidents and cooperating with assessments and analyses [4] Regional Collaboration - Beijing is collaborating with Tianjin and Hebei to build a smart connected new energy vehicle technology ecosystem, promoting the integration of industry chain strengthening and technological innovation [4]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference (WICV) concluded in Beijing, achieving multiple outcomes that clarify the path for industry development and enhance safety regulations [1][2] - Key documents released include the "Top Ten Achievements in Intelligent Connected Vehicle Standardization," the "Network Technology Roadmap for Intelligent Connected Vehicles (2025-2030)," and the "Research Report on Trusted Data Space in the Automotive Industry," which collectively promote collaborative innovation across the entire industry chain [1] - The conference introduced a new paradigm for data sharing in autonomous driving, termed "data ride-sharing," and initiated a collaborative development and testing action for "vehicle-road-cloud integration" among domestic and foreign automotive enterprises, aimed at accelerating the application of this technology [1] Industry Developments - The conference attracted over 8,000 representatives from more than 10 countries and regions, with over 21 million online viewers, indicating strong global interest in the intelligent and connected vehicle sector [1] - Beijing's government plans to adopt a more open approach and practical measures to expand institutional openness, fostering an innovative and rich industrial ecosystem that promotes deep collaboration and integration within the industry chain [2]

Core Insights - The 2025 World Intelligent Connected Vehicle Conference highlights the rapid development and technological maturity of the intelligent connected vehicle industry in China, emphasizing the role of artificial intelligence as a core variable for enterprise survival and growth [1][2]. Group 1: Industry Development - The intelligent connected vehicle industry in China has entered a "fast lane," with new car sales featuring driving assistance functions exceeding 60% [1]. - A complete industrial system has been established, covering smart cockpits, autonomous driving, and connected cloud control, supported by the development of key standards and international regulatory coordination [1][2]. Group 2: Innovative Applications - The conference showcased the "vehicle-road-cloud integration" application, which enhances driving safety through real-time data interaction among vehicles, roads, and cloud systems, addressing challenges like signal recognition in adverse weather [2]. - The pilot results of ten functional scenarios will support the commercialization of smart public transport, unmanned delivery, and urban logistics [2]. Group 3: Technological Advancements - Didi's autonomous driving division is focused on L4-level autonomous driving technology, with stable performance in complex scenarios such as peak hours and adverse weather conditions [3]. - The new generation of autonomous vehicles features 33 sensors, enabling comprehensive environmental perception [2]. Group 4: Policy Support - Industry experts emphasize the importance of safety as the baseline for the evolution of intelligent connected vehicles from mechanical products to smart terminals [4]. - Regulatory bodies are working to enhance quality and reliability standards, improve product recall systems, and ensure the safe upgrade of software in intelligent connected vehicles [4].

Core Insights - The smart connected vehicle industry in China is experiencing significant growth, driven by the increasing penetration of vehicles with driver assistance features and the establishment of regulatory frameworks and standards [1][2] Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) is accelerating the formulation of standards related to combined driving assistance and autonomous driving, indicating a shift towards practical safety regulation in the industry [1][2] - MIIT is preparing the "14th Five-Year Plan" for the development of smart connected new energy vehicles, which will outline development goals and key tasks, optimizing management in the production sector [1] Industry Statistics - Over 60% of new passenger cars sold in China are equipped with combined driving assistance features, with more than 35,000 kilometers of test demonstration roads opened nationwide and over 11,000 intelligent roadside units deployed [2] Safety Challenges - The rapid development of the industry has introduced safety challenges, such as varying reliability of combined driving assistance systems across different manufacturers, particularly in complex traffic scenarios [2] - There is a concern regarding the misuse of terms like "high-level intelligent driving" and "zero takeover," which may lead users to over-rely on these systems, potentially resulting in dangerous situations [2] Industry Perspectives - Industry experts emphasize the need for concrete data to demonstrate that machine driving can be safer than human driving, advocating for a collaborative approach across sectors to advance artificial intelligence technology in a safe and orderly manner [3] - The introduction of stringent safety standards is seen as a way to enhance the safety of intelligent driving without stifling innovation, providing clearer paths for industry development [3]