点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击按钮预约直播 李弘扬老师团队的新工作 - SimScale，中科院、港大OpenDriveLab和小米汽车联合完成。 近年来，大模型领域背靠 Data Scaling 取得了前所未有的突破，但到了自动驾驶，这套方法却突然失灵了。不是因为模型不够大，而是现实世界根本给 不了足够多的关键场景。 现实道路中的绝大多数驾驶片段都是重复而安全的"常态行为"，真正决定策略能力上限的高风险、长尾、极端场景却往 往难以遇见，更难以大规模收集。因此自动驾驶不是缺数据，而是缺"对的"数据，行业亟需一种能系统性生成大量关键 场景、并规模化训练的新路径。 针对这些问题，SimScale应运而生，SimScale探索了在scalable的3DGS交互式仿真下，生成reward、recovery等多种数据， 进行联合训练以最大化现有训练数据的利用效率。 最终在NavSim leaderboard 上取得了新的 SOTA，并在多类主流 E2E planner 上带来了显著提升！ 今天自 ...

Core Viewpoint - Nvidia has announced the open-source release of its first inference VLA (Vision-Language-Action) model, Alpamayo 1, aimed at enhancing autonomous vehicle capabilities to "think" and solve problems in unexpected situations, utilizing a 10 billion parameter architecture [1][3][4]. Group 1: Model and Technology Overview - The Alpamayo model is designed to process complex driving scenarios using human-like reasoning, providing new pathways to address long-tail issues in autonomous driving [1][3]. - The model integrates three foundational pillars: open-source models, simulation frameworks, and datasets, creating a comprehensive open ecosystem for automotive developers and research teams [4]. - The model is now available on the Hugging Face platform and allows developers to adapt it for smaller runtime models or as a foundational tool for autonomous driving development [4][10]. Group 2: Industry Support and Collaboration - Major companies in the mobility sector, including Jaguar Land Rover, Lucid, and Uber, have expressed strong interest in utilizing the Alpamayo model to develop inference-based autonomous driving technology stacks [3][11]. - Nvidia's CEO highlighted the importance of the Alpamayo model in enabling autonomous vehicles to navigate rare scenarios safely and explain their driving decisions, which is crucial for scalable autonomous driving [6][11]. Group 3: Simulation and Data Resources - Alongside the Alpamayo model, Nvidia has released AlpaSim, a fully open-source end-to-end simulation framework for high-fidelity autonomous driving development, available on GitHub [9][10]. - Nvidia provides a large-scale open dataset containing over 1,700 hours of driving data, covering a wide range of geographical locations and conditions, essential for advancing inference architectures [9][10]. Group 4: Broader AI Model Releases - Nvidia has also launched several new open-source models, data, and tools across various industries, including the Nemotron family for agent AI, the Cosmos platform for physical AI, and the Isaac GR00T for robotics [12][14]. - These models include extensive datasets, such as 100 trillion language training tokens and 100TB of vehicle sensor data, aimed at accelerating AI development across sectors [14][15].

来源：华尔街见闻 英伟达在无人驾驶领域迈出关键一步，宣布开源其首个推理 VLA （视觉-语言-动作） 模型Alpamayo 1，这一举措旨在加速安全的自动驾驶技术开发。该模型通过类人思维方式处理复杂驾驶场景，为解决 自动驾驶长尾问题提供新路径。 美东时间1月5日周一，英伟达CEO黄仁勋在拉斯维加斯举行的CES展会上发布了Alpamayo平台，使汽车 能够在真实世界中进行"推理"。黄仁勋表示，首款搭载英伟达技术的汽车将于第一季度在美国上路。 英伟达免费开放Alpamayo模型，允许潜在用户自行对模型进行重新训练。该模型旨在打造能在意外情 况下"思考"解决方案的车辆，例如交通信号灯故障等场景。车载计算机将分析来自摄像头和其他传感器 的输入，将其分解为步骤并提出解决方案。 这一开源举措获得了行业广泛支持。包括捷豹路虎（JLR）、Lucid、Uber以及加州大学伯克利分校 DeepDrive深度学习自动驾驶产业联盟（BDD）在内，多家移动出行领军企业和研究机构表示，将利用 Alpamayo开发基于推理的自动驾驶技术栈，推动L4级自动驾驶部署。 首个开源推理VLA模型发布 英伟达此次发布的Alpamayo家族整合了三大 ...

来源：滚动播报 （来源：经济参考报） 2025年12月29日，中国L4级高度自动驾驶卡车及解决方案提供商主线科技（北京）股份有限公司（简 称"主线科技"）披露H股IPO申报材料，成为2025年H股自动驾驶行业扎堆递表、集中上市的15家公司之 一。据《经济参考报》记者不完全统计，2025年1月至11月，国内自动驾驶领域融资金额已超380亿元， 超过该领域2024年全年的融资额。 业内人士表示，2025年，自动驾驶赛道在港股出现"扎堆上市"的火爆现象，本质上是"政策窗口期、资 本退出压力、商业化拐点、市场制度红利"四重因素共振的结果。头部企业通过双重上市抢占资本高 地，中小型企业则在商业化验证压力下艰难闯关。随着2026年L3/L4级自动驾驶商业化节点临近，预计 还将有更多公司递表，自动驾驶行业正从"技术叙事"转向"场景落地"，应用场景梯度分化明显，资本市 场反应更加理性，无明确订单和营收支撑的纯技术公司将被市场冷落。 企业扎堆递表港交所 2025年12月15日，工业和信息化部正式公布我国首批L3级有条件自动驾驶车型准入许可，两款分别适 配城市拥堵、高速路段的车型将在北京、重庆指定区域开展上路试点。此举被业界视为 ...

Summary of Conference Call Records Industry Overview - The focus is on the autonomous driving industry, particularly the trend towards urban autonomous driving democratization by 2026, with companies like BYD leading the charge [1][5]. Key Points and Arguments - **Urban Autonomous Driving Democratization**: - BYD is expected to increase the sales proportion of high-end urban autonomous driving models from 10% in 2025 to around 40% in 2026 [1][9]. - Other companies such as Chery and Geely, along with joint venture brands, are anticipated to follow suit [1][9]. - **Growth in Autonomous Logistics and Mining**: - Companies like New Stone and White Rhino are projected to experience rapid growth in autonomous logistics by 2026, with significant revenue potential [1][7]. - Companies like Xidi Zhijia and Zhongyou Technology are showing promising commercialization progress in mining automation [1][7]. - **Technological Synergy**: - There is a strong correlation between autonomous driving technology and robotics, with companies developing algorithms for autonomous driving also having competitive advantages in robotics [1][8]. - **Hardware Solutions for Cost Reduction**: - To achieve broader urban autonomous driving capabilities, companies need to adjust hardware solutions to lower costs, with solutions like cockpit integration being explored [1][10]. - **Autonomous Driving Chip Market Growth**: - The autonomous driving chip market is expected to grow rapidly, with Horizon Robotics projected to sell approximately 2 million low-end chips and 2 million G6M high-performance chips by the end of 2025, generating around 3.5 billion RMB in revenue [1][11]. Potential Companies in Investment Directions - **Core Algorithms and Chips**: - Companies such as Horizon Robotics, Xiaopeng Motors, and Li Auto are highlighted as having strong potential in core algorithms and chips [4]. - **Steering and Braking Control**: - Zhejiang Shibao, Nissin, and Wanlong Magnetic Plastic are noted for their performance in steering control, while Bertley and Asia-Pacific Holdings are recognized in braking control [4]. - **RoboTaxi and L4 Operators**: - Companies like WeRide, Pony.ai, and Qianli Technology are noted for their strong technical capabilities and potential for rapid fleet expansion in the RoboTaxi and L4 autonomous driving sectors [4]. Additional Important Insights - **Impact of Urban Autonomous Driving on User Experience**: - The democratization of urban autonomous driving is crucial as it allows more users to experience the benefits of smart driving technology beyond just highway scenarios [5]. - **Localization of Tesla's FSD in China**: - Tesla is accelerating its localization efforts in China by recruiting HPC talent to enhance its FSD system's performance on local roads [3][12][13]. - **Robot Taxi Developments**: - Tesla has introduced a cleaning fee policy for its Robot Taxi service, indicating preparations for large-scale deployment in multiple cities by 2026 [3][14]. - **Integration of Language Models in Autonomous Driving**: - The Grok model is being integrated with Tesla's FSD, allowing for enhanced interaction and environmental feedback, with further developments expected in future versions [3][15]. - **Waymo's Innovations**: - Waymo is integrating its Gemini language model into its autonomous taxi service, showcasing the potential for combining language and driving models [16]. - **Future Influences on Autonomous Driving Technology**: - The development of autonomous driving technology will depend on the integration of large language models and physical world understanding, alongside ongoing industry innovations [17].

Core Viewpoint - Youjia Innovation (02431.HK) demonstrates strong confidence in its business prospects through voluntary extension of share lock-up periods by major shareholders and the chairman's share purchase, signaling positive market sentiment and shareholder protection [2] Group 1: Shareholder Actions - Major shareholders, including executive directors Liu Guoqing, Yang Guang, Zhou Xiang, Wang Qicheng, and individual shareholders Yan Shengye and Wu Jianxin, voluntarily extended their share lock-up periods, with four executive directors holding a total of 18.42% of shares extending their lock-up until December 27, 2026 [2] - Chairman Liu Guoqing purchased a total of 50,000 H-shares at an average price of approximately HKD 12.60 per share on January 5, 2026 [2] Group 2: Business Performance - Youjia Innovation has achieved a compound annual growth rate of over 50% in revenue, indicating a strong business momentum and deepening competitive moat [2] - The company has successfully delivered mass production to 42 automotive manufacturers, expanding its customer base across leading domestic and luxury brands, and is accelerating its international expansion [3] Group 3: Future Prospects - The company has entered the commercialization phase for its L4 autonomous driving business, with its unmanned buses operating in multiple cities and securing significant orders in the logistics market [3] - Youjia Innovation's comprehensive technology layout from L1 to L4, along with its strong engineering and mass production capabilities, positions it well to benefit from the accelerating industry upgrades and market opportunities [4] - The recent inclusion in the Hang Seng Stock Connect Electronic Theme Index reflects the capital market's recognition of the company's industry position and growth potential [4]

Group 1 - The core point of the news is that Youjia Innovation (02431.HK) has announced voluntary extensions of the lock-up period for major shareholders and a share purchase by Chairman Liu Guoqing, reflecting confidence in the company's business prospects [1] - Major shareholders, including four executive directors, will extend their lock-up period until December 27, 2026, while individual shareholders Yan Shengye and Wu Jianxin will extend theirs until June 27, 2026 [1] - Liu Guoqing purchased a total of 50,000 H-shares at an average price of approximately HKD 12.60 per share on January 5, 2026, signaling strong support from the leadership [1] Group 2 - Youjia Innovation has achieved significant growth in its L2 pre-installation business, delivering to 42 automakers and expanding its customer base, including top domestic and luxury brands [3] - The company has entered the commercialization phase for its L4 autonomous driving business, with successful deployments in multiple cities and high-profile scenarios, validating its technology and operational capabilities [3] - The introduction of the new unmanned vehicle, Xiaozhu, aims to penetrate the billion-level unmanned logistics market, with over a thousand bulk orders already secured [3] Group 3 - The opening of L3 autonomous driving in China accelerates industry upgrades, creating opportunities for high-level intelligent driving and L4 mass production [5] - Youjia Innovation has established a comprehensive competitive advantage through its full-dimensional technology layout and strong engineering capabilities [5] - The company's inclusion in the Hang Seng Hong Kong Stock Connect electronic theme index reflects market recognition of its industry position and growth potential [5]

Company News - Mobileye Global, an autonomous driving technology company under Intel, saw its stock rise over 8% in pre-market trading after securing a deal with a major U.S. automaker [1] - Tesla's Shanghai Gigafactory is projected to contribute over half of Tesla's global delivery volume by 2025 [1] - Xpeng Motors announced that the new Xpeng P7+ has completed trial production at its Graz factory in Austria [1] Market Dynamics - U.S. stock index futures showed mixed results, with Dow futures down 0.06%, S&P 500 futures up 0.25%, and Nasdaq futures up 0.64% [1] - Major European stock indices strengthened, with the FTSE 100 up 0.26%, CAC 40 up 0.02%, DAX 30 up 0.61%, and the Euro Stoxx 50 up 0.64% [1] - Energy stocks in the U.S. saw pre-market gains, with Schlumberger up over 8%, Halliburton and Valero Energy up over 7%, Chevron and ConocoPhillips up over 6%, and ExxonMobil up nearly 3% [1]

Core Insights - The article presents ten disruptive predictions for 2026 from prominent figures in Silicon Valley, focusing on the themes of intelligence, economy, and physical advancements [4][6]. Group 1: Intelligence - Prediction 1: AI model sizes will increase by 100 times due to advancements in software and algorithms, particularly through a technique called "quantization" [9][12]. - Prediction 2: AI may solve one of the Millennium Prize Problems, enhancing our understanding of complex physical systems like fluid dynamics [14][17]. - Prediction 3: New AI terminologies will emerge, creating opportunities for young entrepreneurs to build billion-dollar companies with minimal resources [19][23]. Group 2: Economy - Prediction 4: The concept of "digital transformation" will become obsolete, as companies will need to rebuild their capabilities from scratch using AI, potentially reducing workforce size by 10 to 20 times [27][29]. - Prediction 5: Automation will achieve a 90% competency rate in high-value tasks, leading to a significant shift in job roles and the value of human labor [32][34]. - Prediction 6: The emergence of full-stack AI employees will challenge traditional workplace trust, as AI could perform roles typically held by humans at a fraction of the cost [36][37]. Group 3: Physical - Prediction 8: Space exploration will advance significantly, with potential commercial activities like mining water ice on the Moon becoming a priority [46][50]. - Prediction 9: The development of Level 5 autonomous driving and humanoid robots will revolutionize urban environments, transforming how cities are designed and function [53][55]. - Prediction 10: Advances in biotechnology may lead to breakthroughs in reversing aging, marking a potential turning point in human longevity [56][60].

附件："全流通"股东名称及转换数量 | 序号 | 股东名称 | 申请 流通股数(股) | | --- | --- | --- | | 1 | 吴甘沙 | 8,113,910 | | 2 | 北京司马驹科技中心(有限合伙) | 14,111,120 | | 3 | 北京格灵深瞳信息技术股份有限公司 | 11,677,930 | | 4 | 姜岩 | 7,055,560 | | 5 | Century Gateway Investment Limited | 5,742,770 | | 6 | 宁波澜亭视聆投资合伙企业(有限合伙) | 5,187,920 | | 7 | 陕西西科天使叁期商务信息咨询合伙企业(有限合伙) | 5,110,390 | | 8 | Sinovation Fund III,L.P. | 5,065,700 | | 9 | 南京中金启泓投资基金合伙企业(有限合伙) | 4,314,230 | | 10 | 重庆科学城投资控股有限公司 | 4,055,450 | | II | 共青城新鼎华麒壹号股权投资合伙企业(有限合伙) | 3,740,040 | | 12 | 彭进展 | 1,000,0 ...