Core Insights - Huawei's strategy focuses on "not manufacturing cars, but helping car manufacturers build better cars," emphasizing a collaborative ecosystem for smart mobility [1][3] - The Huawei QianKun ecosystem has expanded to include 14 car manufacturers and 33 mass-produced models, aiming to redefine the value relationship between products, services, manufacturers, and users in the smart automotive sector [3][11] Technology Development - The upgrade of Huawei QianKun's ADS Pro features the first mass-produced cabin laser vision system, enhancing forward perception capabilities and supporting advanced urban navigation assistance [3][4] - The full-dimensional collision avoidance system has been upgraded to CAS 4.0, providing comprehensive safety coverage across various scenarios [3][4] - The urban NCA function will be available for models priced at 150,000 yuan and above, making advanced driving assistance more accessible to a broader user base [4][11] Market Positioning - Huawei QianKun's ecosystem aims to meet diverse consumer needs across different price segments, from entry-level to luxury vehicles, ensuring that users do not have to compromise between budget and smart features [6][8] - The newly announced "Jing" series further enriches the product matrix, targeting both high-end and family markets with tailored solutions [6][8] Value Evolution - The OTA (Over-The-Air) updates redefine the lifecycle value of vehicles, allowing continuous software upgrades that enhance user experience and vehicle performance [9][11] - The high user engagement rate of 95.2% for QianKun's smart driving system indicates strong user recognition of the value added through OTA updates [9][11] Industry Impact - Huawei QianKun is accelerating the transition of smart technology from being a premium option to a standard feature in vehicles, aiming to increase the adoption of advanced driving assistance systems in China [11] - The initiative supports the broader goal of positioning Chinese automotive manufacturers at the forefront of the global smart mobility revolution [11]

11月27日，鸿蒙智能汽车技术生态联盟官方微博发帖称：近期，我们识别到互联网上出现了大量对鸿蒙智行的集中攻击，其内容罔顾事实、移花接木、张冠 李戴、自导自演、哗众取宠、漏洞百出，不仅内容观点偏离主流价值观，且目的险恶手段恶劣，挑战了社会道德底线、破坏了网络清朗环境。 本文系观察者网独家稿件，未经授权，不得转载。 据国家网信办网站9月10日消息，工业和信息化部等六部门已联合部署开展汽车行业网络乱象专项整治行动。本次专项整治行动将集中整治非法牟利、夸大 和虚假宣传、恶意诋毁攻击等网络乱象，提升涉汽车企业网络乱象处置质效，督促企业规范营销宣传行为，营造良好舆论环境，护航汽车产业高质量发展。 重点整治问题主要包括非法牟利问题、夸大和虚假宣传问题、恶意诋毁攻击问题。 该官微还表示，鸿蒙智行已充分收集证据，对涉嫌造谣、抹黑的相关组织和人员，坚决追究到底！ ...

Core Viewpoint - The automotive industry is undergoing a technological transformation, with software increasingly adding value, and Huawei's QianKun is positioned to lead this change by creating an intelligent and open automotive platform [1][5][9] Group 1: Achievements and Market Position - Huawei QianKun's monthly sales have surpassed 100,000 units, with over 20 million uses of the parking-to-parking feature and an active user rate of 95.2% for assisted driving [1] - In the first nine months of this year, Huawei QianKun achieved sales of 452,000 units, capturing a market share of 27.8%, which is greater than the combined total of the second and third competitors [5] - Predictions indicate that Huawei QianKun will achieve annual profitability in 2024, with a revenue growth of 474.4%, potentially exceeding 60 billion yuan in revenue and 12 billion yuan in profit within 1-3 years [7] Group 2: Business Model and Collaboration - Huawei QianKun's business model emphasizes an open ecosystem, collaborating with 15 leading automotive companies and covering 1 million units across 35 models, including partnerships with brands like Audi [9][11] - The collaboration with various automotive manufacturers is seen as a means to quickly acquire mature solutions and reduce R&D costs, establishing Huawei QianKun as a preferred supplier [11] Group 3: Technological Advancements - Huawei QianKun has developed a robust technological moat through its fully self-developed technology, achieving high scores in critical tests for features like AEB and parking assistance [12] - The latest ADS 4 system features significant upgrades, including a 50% reduction in end-to-end latency and a 20% increase in traffic efficiency, showcasing Huawei's commitment to safety and performance [13][15] Group 4: Industry Impact and Future Outlook - Huawei QianKun's rapid growth is not just a corporate event but signifies a broader industry transformation, marking China's shift from following to leading in automotive technology [15] - The company aims to establish itself as the leading brand in automotive intelligence, with a successful transition from backend operations to a prominent market presence [15]

11月27日，J.D. Power | 君迪 与同济大学HVR Lab（人车关系实验室）以及AI评价伙伴XAI Lab（蜂火 智能实验室）共同发布了2025中国智能座舱的研究洞察。研究显示，本年度评选中智能座舱的车型平均得分 为622分（满分1000分），部分表现优秀的车型接近700分，不管在HMI的多模态交互，还是在AI模糊意图 理解、复杂指令识别和首字响应速率等层面均表现优异。 研究还发现，交互回归理性，触控与物理按键进入"再平衡"。调研显示，触控仍是主流（重要性均值 4.17/5，5分制），但用户对物理按键的需求几乎同等强烈（4.11/5）。25.3% 的用户将"常用功能缺乏专属按键"视 为交互缺陷，显示在高压驾驶场景中，实体反馈仍不可替代。未来交互设计需在触控、物理按键与多模态协同之 间找到更稳定的平衡。 应用生态工具属性远高于社交属性。虽然80.2% 的用户每周高频使用车企App，但用户需求明显指向工具型 功能："充电服务"（重要性均值4.23/5，5分制）和"车辆健康管理"（重要性均值4.24/5）大幅领先"社群互动"（重 要性均值3.81/5）与"商城服务"（重要性均值3.87/5）。车企将 A ...

新华财经上海11月27日电（记者王鹤）11月27日，市场研究机构J.D. Power君迪与同济大学HVR Lab （人车关系实验室）以及AI评价伙伴XAI Lab（蜂火智能实验室）共同发布的2025中国智能座舱的研究 报告显示，2025年，智能座舱已经开始从"数字冗余"转向"实用主义"的理性变革，未来智能座舱的竞争 焦点将从"功能的广度"回归"体验的深度"。 报告认为，早期"功能座舱"以丰富在线服务为核心；随后的"感知座舱"通过多模态交互与感知技术融 合，实现基于规则的自然交互与任务自动化；如今，大模型技术的深度应用让行业正式迈入"认知座 舱"新阶段。这一系统能精准理解用户行为与偏好，主动推送餐饮、音乐等个性化服务，完成从被动响 应到自主认知的高阶交互升级。 数据质量与场景定义成为核心竞争力，体验深度成为购买决策锚点 随着大模型能力普及，行业出现明显的功能同质化趋势。智能座舱竞争正从"模型规模"转向"数据质 量、场景颗粒度与深度适配"之争。车企需构建"场景—数据—模型"的一体化闭环能力，实现"模型即应 用"，才能在真实用车场景中形成差异化体验。 报告发现，用户对智能座椅、智能音响等舒适性硬件的支付意愿提升，体 ...

Core Insights - The strategic partnership between Avita and Huawei has entered a new phase, focusing on comprehensive collaboration across various fields [1][3] - Avita has paid a total of 11.5 billion yuan to Huawei, acquiring a 10% stake in Huawei's subsidiary, marking it as the most deeply integrated automotive partner with Huawei [5][7] - The collaboration will see the launch of 17 new products by 2030, including sedans, SUVs, and MPVs, with a synchronized product development cycle [5][9] Group 1 - Avita and Huawei are expanding their cooperation from the HI model to the HI PLUS model, covering user insights, product definition, development, integrated marketing, and team building [3][5] - Avita's entire vehicle lineup is now available on the Huawei Kun APP, and they have established a benchmark store for Huawei Kun, aiming to upgrade existing channels [5][7] - Avita has delivered 4,000 vehicles to Huawei employees, reflecting the deepening strategic trust and organizational collaboration between the two companies [7][9] Group 2 - The partnership is characterized by a unified approach, with both companies sharing a common goal and strategy to create a new path for smart automotive collaboration in China [9]

Core Viewpoint - Li Auto announced the launch event for its AI glasses, Livis, scheduled for December 3 at 19:30 [1] Company Summary - Li Auto is set to unveil its AI glasses, indicating a potential expansion into wearable technology [1]

Core Insights - The intelligent automotive industry in China has entered the AI Driving 2.0 phase, with accelerated technological iteration [1] - The VLA (Vision-Language-Action) technology architecture, represented by companies like Li Auto and Yuanrong Qihang, breaks the limitations of traditional end-to-end models by integrating three modalities to enhance system interactivity and long-term reasoning capabilities [1] - The industry is transitioning from rule-driven to data-driven approaches, although there are still concerns regarding technological pathways, investment returns, and policy implementation risks [1] Industry Developments - Huawei's ADS 4.0 adopts the WEWA architecture, emphasizing cloud simulation and vehicle model collaboration to create a direct cognitive model of the physical world, enabling rapid response and high safety redundancy [1] - Horizon Robotics and Momenta focus on one-stage end-to-end systems combined with reinforcement learning to enhance the human-like experience of intelligent driving systems [1] Investment Opportunities - The Intelligent Automotive ETF (159889) tracks the CS Intelligent Automotive Index (930721), which selects representative listed companies in the intelligent driving and vehicle networking sectors from the A-share market [1] - The index aims to reflect the overall performance of securities related to intelligent automotive companies, showcasing the industry's diversity and broad characteristics [1]

Core Viewpoint - The company Boleton (01333) has launched the world's first truly driverless electric mining truck, the Boleton 9M145E, marking a significant advancement in autonomous mining technology [1] Group 1: Product Launch - On November 21, Boleton held a launch event for the Boleton 9M145E at its Wuhan factory, showcasing the new driverless mining truck [1] - The Boleton 9M145E features a completely driverless design and is ready for production immediately upon rollout, indicating a shift from theoretical capabilities to practical implementation in autonomous driving [1] Group 2: Technological Advancements - The new mining truck is equipped with Boleton's self-developed E2E intelligent driving system, which has been validated through multiple mining site tests [1] - The efficiency of the Boleton 9M145E surpasses that of human-operated trucks, providing greater commercial value for driverless operations [1] Group 3: Operational Efficiency - The E2E intelligent driving system enables safe and stable operation throughout the entire process of loading, transporting, and unloading, achieving efficiency levels comparable to or exceeding human performance [1] - The introduction of the Boleton 9M145E is expected to significantly reduce operational costs for mining companies [1]

Core Viewpoint - The company, Boleton (01333), has launched the world's first truly autonomous electric mining truck, the Boleton 9M145E, marking a significant advancement in the transition from "feasible" to "fully operational" autonomous driving in mining [1] Group 1: Product Launch - On November 21, Boleton held a launch event for the Boleton 9M145E at its Wuhan factory, showcasing the new truck equipped with the company's self-developed E2E intelligent driving system [1] - The new model features a driverless design and is ready for production immediately upon rollout, eliminating the need for a human driving cabin [1] Group 2: Technological Advancements - The Boleton 9M145E represents a comprehensive iteration over its predecessor, enhancing efficiency and commercial viability of autonomous driving in mining operations [1] - The self-developed E2E intelligent driving system has been validated through practical tests in multiple mining areas, ensuring safe and stable operation throughout the loading, transportation, and unloading processes [1] Group 3: Economic Impact - The operational efficiency of the new autonomous mining truck matches or exceeds that of human-operated trucks, leading to a significant reduction in operational costs [1]