Core Viewpoint - Xiaomi is making significant investments in intelligent driving technology, focusing on safety, comfort, and efficiency, with safety being the top priority in their development strategy [4][7]. Development Progress - Xiaomi's intelligent driving has progressed through several versions: from high-precision maps for highway NOA (version 24.3) to urban NOA (version 24.5), and moving towards light map and no map versions (version 24.10) [7]. - The company is advancing through three stages of intelligent driving: 1.0 (rule-driven), 2.0 (data-driven), and 3.0 (cognitive-driven), with a focus on VLA (Vision Language Architecture) for the next production phase [7][10]. World Model Features - The world model introduced by Xiaomi has three essential characteristics: diversity in generated scenarios, multimodal input and output, and interactive capabilities that influence vehicle behavior [8][9]. - The world model is designed to enhance model performance through cloud-based data generation, closed-loop simulation, and reinforcement learning, rather than direct action outputs from the vehicle [10]. VLA and Learning Models - VLA is described as an enhancement over end-to-end learning, integrating high-level human knowledge (traffic rules, values) into the driving model [13]. - Xiaomi's development roadmap includes various model training stages, from LLM pre-training to embodied pre-training, with recent advancements in MiMo and MiMo-vl models [13]. Community and Knowledge Sharing - The "Automated Driving Heart Knowledge Sphere" community aims to provide a comprehensive platform for learning and sharing knowledge in the field of autonomous driving, with over 4,000 members and plans to expand [15][26]. - The community offers resources such as technical routes, video tutorials, and Q&A sessions to assist both beginners and advanced learners in the autonomous driving sector [27][30].

Core Insights - The 23rd Guangzhou International Auto Show showcases a strong presence of local automotive companies and technology firms, highlighting the integration of traditional automotive manufacturing with advanced technology solutions [1][2] - The event emphasizes the trend of cross-industry collaboration, with companies like Huawei providing smart automotive solutions, indicating a shift towards a more integrated automotive ecosystem [2] Group 1: Local Automotive Companies - GAC Group occupies an entire exhibition hall, showcasing brands such as GAC Toyota, GAC Honda, GAC Trumpchi, Aion, and Haobo, and highlights the achievements of its "Panyu Action" reform initiative [1] - BYD continues to dominate the A Zone 2.1 hall, presenting its own brand along with sub-brands like Yangwang, Fangchengbao, and Tengshi [1] Group 2: Technology Integration - Huawei, despite its stance of "not manufacturing cars," has a significant presence at the auto show, promoting its HarmonyOS and smart automotive solutions, which are being adopted by various manufacturers [2] - The event features innovative products such as Xiaopeng's newly launched X9 super-range extender vehicle, humanoid robots, and flying cars, showcasing the company's commitment to expanding its technological offerings [2] Group 3: Industry Trends - The automotive industry is experiencing rapid integration and extension, driven by Guangdong's robust industrial system, extensive supply chain, and strong R&D capabilities [2] - The Guangzhou Auto Show has evolved into a platform not just for automobiles but also for showcasing cross-industry collaborations and technological advancements [2]

Core Insights - The competition in the smart car industry is shifting from hardware capabilities to the sophistication of AI models, with the "Doubao" model leading in adoption among new mass-produced vehicles set to launch in 2025 [2][3][9] - The integration of large models into vehicles is moving from a novelty to a necessity, with companies focusing on the usability and effectiveness of these AI systems rather than just their presence [3][9] Industry Trends - The 2023 Guangzhou Auto Show highlighted a significant increase in the deployment of AI models in vehicles, with the "Doubao" model being integrated into a wide range of cars from luxury brands like Mercedes and Audi to mainstream models from Roewe and Changan Mazda [2][3][5] - The shift in power dynamics within the automotive industry is evident, as companies now prioritize the robustness of their AI model foundations and the real-world data they can leverage over traditional hardware specifications [3][7] Product Innovations - The "Doubao" model enhances user interaction in vehicles, exemplified by its implementation in the Mercedes-Benz EQ CLA, which improves interaction efficiency by 50% and can recognize four emotional states [5][6] - Other models, such as the Roewe M7 DMH, utilize the "Doubao" model for complex command execution, demonstrating the ability to understand nuanced language and perform multiple actions in response to a single command [6][7] Strategic Partnerships - Fire Mountain Engine has expanded its partnerships with major automotive brands, including Mercedes, BMW, and Volkswagen, integrating its AI capabilities into various aspects of vehicle operation and customer engagement [7][8] - The collaboration with Mercedes illustrates a comprehensive approach, extending beyond in-car systems to include digital marketing and customer lifecycle management [7][8] Future Outlook - The competitive landscape for AI in vehicles is still evolving, with the true measure of success lying in the ability to deeply integrate AI models into practical use cases and continuously iterate based on real-world data [9][10] - The challenge for Fire Mountain Engine will be to maintain its leading position while allowing automotive companies to retain brand identity and control over their technology [10]

Core Viewpoint - The company has announced an upgrade to its assisted driving system, emphasizing improved comfort in longitudinal acceleration and deceleration, smoother lane changes, and better understanding of road conditions. The company also reminds users that assisted driving is not equivalent to autonomous driving, and drivers must remain attentive at all times [1] Group 1 - The upgrade enhances longitudinal acceleration and deceleration for a more comfortable driving experience [1] - The system provides smoother lane changes, improving overall driving dynamics [1] - The assisted driving system has a better understanding of various road conditions, enhancing safety and usability [1] Group 2 - The company stresses the importance of driver attention, clarifying that assisted driving does not mean full autonomy [1]

事件：11 月20 日，蓝思科技发布投资者关系活动记录表，表示，目前公司已切入北美及国内多家头部 机器人企业的供应链，关节模组、灵巧手、结构件已批量交付，人形机器人、四足机器人整机组装规模 位居行业前列。预计今年人形机器人出货3000 台以上，四足机器狗10000 台，初步成为最大的具身智能 硬件制造平台之一。 2026 年，预计实现人形机器人核心部件和整机组装规模翻番，2027 年人形机器人与四足机器狗出货量 稳居全球前列。 拥有众多全球知名客户，持续走向平台化：在消费电子产品和智能汽车领域，公司拥有众多全球知名客 户，包括苹果、三星、华为、小米、OPPO、vivo、荣耀、谷歌、Meta，特斯拉、宁德时代、宝马、奔 驰、大众、理想、蔚来、比亚迪等。平台化布局方面，公司已具备以核心技术为支撑的产业化能力体 系，紧抓市场扩展所带来的机遇，积极拓展从消费电子、智能汽车与座舱到智能穿戴，以及智慧零售、 智能机器人等方面的全领域应用。在智能手机与电脑方面，根据公司发布的2025 年半年报显示，2025 年上半年，公司智能手机与电脑类业务实现营业收入271.85 亿元，同比增长13.19%。公司持续巩固在 玻璃、陶瓷、 ...

Group 1 - The new brand "Qijing," co-created by GAC Group and Huawei, aims to become a "young, high-end, and trustworthy intelligent flagship" in the automotive market [1] - Huawei's Intelligent Automotive Solutions BU CEO emphasized the commitment to create a model that integrates aesthetics, driving passion, and intelligence, referred to as a "hexagonal warrior" vehicle [1] - The brand's CEO announced plans to launch two new vehicles by 2026, with the first model, a stylish shooting brake, expected to be delivered by June 2026 [3] Group 2 - The emergence of Qijing is driven by a perceived market gap for vehicles that are stylish, safe, intelligent, and offer superior handling [3] - The collaboration between Huawei and GAC has faced challenges, including intense discussions and disagreements, but ultimately focused on user needs to drive innovation [3] - The launch of Qijing signifies a shift from technology output to brand co-creation, aiming to establish a dual-driven approach in the high-end market through the integration of technology and user experience [4]

Core Insights - The opening of the Harmony Intelligent Mobility User Center in Changsha marks the official entry of the smart car brand developed through deep collaboration between SAIC and Huawei into the Changsha market [1][3] - The Harmony Intelligent Mobility brand offers smart travel options priced between 150,000 to 250,000 yuan for local consumers [1] - The brand integrates Huawei's advanced technologies in smart driving, smart cockpit, and smart connectivity into its vehicles, enhancing the overall smart travel experience for consumers [1] Company Developments - The Harmony Intelligent Mobility User Center is part of Lantian Group's strategy to establish seven Harmony Intelligent Mobility stores, aiming to drive the transformation of automotive consumption towards intelligence and scenario-based services in Changsha [3] - The user center features a minimalist and open design, including areas for vehicle displays, customer consultations, and leisure spaces, providing a comprehensive one-stop experience for customers [3] - During the opening period, customers can enjoy exclusive benefits such as test drive gifts and vehicle ordering gifts, with all models available for delivery [3] Product Features - The Harmony Intelligent Mobility models are equipped with Huawei's full-stack intelligent technology, including the Harmony smart cockpit system for seamless multi-device connectivity [1] - The vehicles feature the Qian Kun Intelligent Driving ADS 4 system, which includes 192-line LiDAR and 4D millimeter-wave radar, supporting urban navigation and end-to-end driving assistance [1] - The range capabilities include a range-extended version with a comprehensive range of 1,360 kilometers and a pure electric version with a range of 655 kilometers, along with 800V high-voltage fast charging technology [1]

Core Insights - The future survival of automotive brands may hinge less on technology itself and more on the unique value that car manufacturers can offer as smart technology becomes standardized [12] Group 1: New Brand Launch - Huawei introduced two new high-end smart electric vehicle brands, "Yijing" and "Qijing," in collaboration with Dongfeng Motor and GAC Group, respectively [1] - These brands are the first results of a new cooperation model between Huawei and car manufacturers, alongside the existing "Five Realms" brands under the "Hongmeng Intelligent Driving" ecosystem [3] Group 2: Cooperation Models - There are three cooperation models between Huawei and car manufacturers: "Component Supply Model," "Smart Selection Car Model," and "HI Model" [3][5] - The "Component Supply Model" involves Huawei providing standardized components and technical solutions, while the "Smart Selection Car Model" allows for deeper collaboration, including product definition and marketing [5] - The "HI Model" offers a middle ground where Huawei provides comprehensive intelligent vehicle solutions without participating in product definition and marketing [5] Group 3: Brand Positioning and Challenges - The "Yijing" and "Qijing" brands will see Huawei participating more deeply in product definition and design compared to the HI Model, but car manufacturers will retain more autonomy in branding and production [6][10] - Concerns arise regarding the balance of power in collaborations, as some manufacturers fear losing brand identity when partnering with Huawei [6][8] - The "HI Model" has not achieved ideal market feedback, leading to questions about whether the new "境" brands can address these challenges [9][10] Group 4: Market Dynamics - As consumer attitudes shift towards advanced driving assistance and smart cockpit technologies, traditional manufacturers face pressure to enhance their smart capabilities [6] - The increasing complexity of collaboration models raises the challenge of maintaining brand differentiation and avoiding homogenization in the market [11] - The evolution of these partnerships reflects ongoing experimentation in the integration of automotive and technology sectors, necessitating a redefinition of boundaries as collaborations deepen [11]

Core Insights - The 2025 Guangzhou Auto Show marked a new phase in the strategic partnership between Avita and Huawei, showcasing their commitment to deepening collaboration in the automotive sector [1][3][15] Group 1: Strategic Partnership - Avita has been collaborating with Huawei since 2019, evolving their partnership into the HI PLUS model, which encompasses user insights, product definition, development, integrated marketing, and team building [3][5] - The partnership is characterized by a strong capital bond, with Avita investing 11.5 billion in Huawei, acquiring a 10% stake in a subsidiary, solidifying their position as Huawei's most deeply integrated automotive partner [12] Group 2: Product Development and Technology - Avita is set to launch 17 new models by 2030, including sedans, SUVs, and MPVs, leveraging Huawei's advanced technologies such as the Kunlun ADS and MoLA intelligent cockpit systems [6] - The product launch cycle of Avita is closely aligned with Huawei's technology iterations, ensuring timely updates and enhancements [6] Group 3: Marketing and Sales Initiatives - Avita has integrated its offerings into the Huawei Kunlun APP, allowing users to view and order Avita vehicles directly [8] - The companies are collaborating to establish a benchmark store for Huawei Kunlun, enhancing the sales experience and promoting brand synergy [8] Group 4: Customer Engagement and Service - The "Smart Seven-Star" service plan aims to elevate customer service standards through proactive remote services and improved service processes, enhancing user experience [9] - Avita and Huawei organized the "Avita × Huawei Kunlun Intelligent Driving City Open Competition," engaging 24,000 users across 299 cities to showcase the capabilities of their intelligent driving technology [11]

Core Insights - Huawei announced the launch of its QianKun intelligent automotive solutions at the "QianKun Ecosystem Together for Passion" conference, highlighting advancements in L3-level autonomous driving and the introduction of the QianKun APP for user services [2][6] Group 1: QianKun Intelligent Driving Technology - As of October 2025, Huawei's QianKun intelligent driving has achieved a cumulative assisted driving mileage of 5.81 billion kilometers, with over 20 million parking space navigations and 350 million assisted parking instances [2] - The monthly active user ratio for assisted driving reached 95.2%, indicating strong user engagement and adoption [2] Group 2: Enhancements in Intelligent Cockpit - The Harmony cockpit has surpassed 1.3 million users, with upgrades to the MoLA architecture enhancing user experience [5] - The voice interaction system has evolved from passive responses to proactive suggestions and tool invocation, allowing users to perform tasks like ordering food and making payments [5] Group 3: QianKun APP Launch - The QianKun APP integrates community interaction, feature exploration, ADS services, vehicle management, and a marketplace, providing a platform for user feedback and suggestions [6] - Future services related to parking, charging, and car washing will be gradually integrated into the APP [6] Group 4: Ecosystem Development and Partnerships - Huawei aims to create a dual-wheel ecosystem centered on user experience, combining vehicle and APP functionalities [7] - QianKun intelligent driving and Harmony cockpit are currently featured in 33 mass-produced models from 14 automotive companies, with monthly sales exceeding 100,000 units [7] - New brands "Yijing" in collaboration with Dongfeng Group and "Qijing" with GAC Group were introduced, with models expected to launch in 2026 [7]