Core Viewpoint - The third CCF Intelligent Vehicle Academic Annual Conference (CIVS 2025) will be held from August 16 to 18, 2025, in Hangzhou, focusing on the theme of "Research and Industry Co-Progress, Education and Popular Science Together" [2][3]. Group 1: Conference Overview - The conference aims to gather experts from various sectors, including government, industry, academia, and research, to discuss the high-quality development of intelligent vehicles in China [2]. - Key topics include new sensors for harsh weather, RISC-V chips, quantum secure communication, intelligent car lights, international cooperation under the Belt and Road Initiative, and autonomous driving simulation [2]. - The event will feature over ten technical sub-forums, connecting researchers, industry practitioners, government officials, and the public [2]. Group 2: Educational Initiatives - Four scientific education lectures will be established to help students understand the application of mathematics and physics in autonomous driving and enhance their scientific literacy [2]. - These lectures will cover topics such as the role of chips in intelligent vehicles and automotive design, aimed at students of various educational levels [2]. Group 3: Competitions - The first CCF Intelligent Vehicle Competition (CCF IVC 2025) will be held concurrently, featuring events like automotive safety defense and autonomous driving simulation [3]. Group 4: Sponsorship and Collaboration - The conference offers various sponsorship levels, including Diamond (3 million yuan), Platinum (1 million yuan), Gold (500,000 yuan), and Silver (300,000 yuan), encouraging enterprises to collaborate [8]. - CCF ranks fifth globally and second in China according to the 2022 Global Technology Society Development Index Report [8]. Group 5: Organizational Structure - The conference is guided by a committee of esteemed academicians and industry leaders, ensuring high academic standards and relevance [9]. - The organizing committee includes representatives from various universities and research institutions, promoting collaboration across sectors [9][10].

Core Viewpoint - The current "smart driving" systems in vehicles are still in the assisted driving phase and do not achieve full automation, making the driver the primary responsible party for road safety [1][2][5]. Group 1: Legal Responsibilities and Risks - Drivers who take their hands off the wheel or divert their attention (e.g., using a phone) face administrative penalties, including warnings, fines, and points deduction [2][4]. - The existing legal framework emphasizes that the driver remains the core responsible party, and there is no legal exemption for drivers due to the presence of smart driving systems [2][5]. - If such behaviors lead to traffic accidents, drivers may incur civil liabilities, including repair costs, medical expenses, and compensation for injuries or fatalities [5]. Group 2: Regulatory and Legislative Developments - The Ministry of Public Security plans to collaborate with relevant departments to refine the legal framework surrounding assisted driving systems, aiming to clarify the legal attributes of Level 0 to Level 2 systems [6]. - There is a need for improved safety standards and operational guidelines for assisted driving systems, which should be included in driver education and training [6][10]. - The current lack of unified national standards for data storage and extraction from vehicle event data recorders (EDR) complicates the determination of accident responsibility [7]. Group 3: Industry Responsibilities and User Education - Automotive companies are urged to fulfill their responsibilities by conducting thorough testing of assisted driving systems and clearly communicating their functionalities and limitations to users [10][11]. - Companies must enhance user training to ensure that new users understand how to properly use assisted driving features and the associated risks [10][11]. - The industry is witnessing a shift, with traditional automakers accelerating the adoption of Level 2+ systems while new entrants focus on advancing to Level 3 and Level 4 systems [11].

Group 1 - Great Wall Motors plans to invest 800 million to 1 billion RMB in DeepRoute.AI, primarily for purchasing computing power cards [1] - DeepRoute.AI, founded in February 2019, focuses on advanced intelligent driving technology and has over 20,000 units of its driving solutions in production [1] - In November 2024, DeepRoute.AI secured a $100 million Series C funding round led exclusively by Great Wall Motors [1] Group 2 - DeepRoute.AI's VLA model is expected to enter mass production in Q3 2025 and is designed for commercial application, enhancing the driving capabilities of Great Wall's vehicles [2] - The VLA model, which supports both LiDAR and pure vision solutions, boasts strong reasoning capabilities and improved interpretability of driving decisions [2] - If Great Wall Motors successfully integrates the VLA model, it will significantly enhance the competitive edge of its vehicles in the intelligent driving market [2] Group 3 - The VLA model's production has faced delays due to reliance on the NVIDIA Thor chip, which has a computing power of 2000 TFLOPS, eight times that of Orin [3] - Industry observers note that after several rounds of eliminations, few intelligent driving solution providers remain, prompting Great Wall Motors to deepen its collaboration with DeepRoute.AI [3] - Great Wall Motors previously spun off its intelligent driving division, Haomo Zhixing, which faced strategic and technical challenges, impacting its high-level driving plans [3] Group 4 - Great Wall Motors is increasingly inclined to adopt external intelligent driving solutions, with DeepRoute.AI launching the first domestic solution that does not rely on high-precision maps [4] - The intelligent driving algorithms for Great Wall's upcoming models, such as the Weipai Lanshan and Weipai Gaoshan, will be provided by DeepRoute.AI [4] - In addition to DeepRoute.AI, Great Wall Motors is collaborating with Zhuoyue Technology to develop intelligent driving solutions for its budget models [4]

Group 1 - Nearly 70 UK companies have established operations in Shanghai's Lingang area, covering industries such as pharmaceuticals, finance, and high-end manufacturing [1][3] - The Lingang New Area is viewed as a "testing ground" for institutional opening, with a policy framework promoting the free flow of investment, trade, capital, personnel, and data [3] - The area is accelerating the formation of world-class industrial clusters in integrated circuits, smart vehicles, and biomedicine, attracting major companies like Tesla, Boeing, and GSK [3][7] Group 2 - The UK-China Business Council emphasizes the complementary nature of industries between the two countries, particularly in digital economy, biomedicine, and new energy [3] - The 48 Group Club, a key player in UK-China trade relations, highlights the historical cooperation since 1953 and the potential for future collaboration [4][5] - UK companies are increasingly interested in Lingang as a gateway to China, with many planning visits and participation in events like the International Robot Expo [7][8] Group 3 - GSK has established a wholly-owned subsidiary in Lingang, operating core products through a contract manufacturing organization model [7] - Haleon, another UK pharmaceutical company, is leveraging Lingang's industrial cluster advantages to localize its operations across the entire supply chain [7] - Boeing is relocating its maintenance facility to Lingang, reflecting the area's favorable business environment and government support for high-end manufacturing [7]

Core Viewpoint - The introduction of the "Human-Machine Co-Driving" accident liability determination solution marks a significant innovation in the insurance industry, addressing the complexities of liability in the era of intelligent driving [1][4]. Group 1: Industry Innovation - The solution provides a framework for determining liability in accidents involving L2 level assisted driving, moving away from the traditional single responsibility model based on driver fault [1][2]. - It establishes a system that is "technically credible, responsibility traceable, and legally reliable," which alleviates consumer concerns about liability in accidents [1][3]. Group 2: Mechanism and Technology - The "Human-Machine Co-Driving Insurance" employs a three-tier mechanism of "data storage, intelligent liability determination, and judicial appraisal," creating an immutable "digital evidence chain" for accident analysis [2][3]. - The use of deep learning algorithms allows for rapid generation of accident analysis reports, clearly delineating the responsibilities of drivers, manufacturers, and algorithm suppliers [2][3]. Group 3: Risk Management and Product Development - Insurance companies can now design risk coverage plans based on the level of autonomous driving, with clear responsibility assignments for different levels of technology [2][3]. - The introduction of tiered insurance products based on vehicle usage and driving behavior allows for more customized and scenario-based insurance offerings [3][4]. Group 4: Impact on Automotive Industry - The new liability determination framework encourages manufacturers to focus on extreme scenarios that are often overlooked, thereby improving the robustness of their algorithms [3][4]. - The shift from a "compensation economy" to a "prevention economy" opens up a trillion-dollar market for intelligent driving risk management [4].

Core Viewpoint - The article discusses the evolution of artificial intelligence, particularly in the context of autonomous driving, highlighting the transition from basic systems to advanced world models that mimic human cognitive abilities [5][30][47]. Group 1: Historical Context - 37 years ago, Yang Lequn developed the first convolutional neural network for text digit recognition, laying the groundwork for AI advancements [1][2][3]. - The evolution of AI has led to significant breakthroughs, transitioning from "tool intelligence" to "cognitive intelligence" [5][6]. Group 2: Development of Autonomous Driving - Before 2016, autonomous driving systems relied on simple geometric features and could only handle static environments with limited accuracy [12][14]. - By 2020, deep learning technologies began to change spatial cognition paradigms, although models still required vast amounts of labeled data and struggled with three-dimensional spatial understanding [15][16]. - The introduction of LiDAR technology improved point cloud density, complementing camera systems and leading to hybrid architectures [20][21]. Group 3: World Models and Their Importance - The industry has shifted towards using OCC (Occupancy Grid) models, which simulate environments in 3D, eliminating reliance on high-precision maps [23]. - World models are essential for understanding complex scenarios, allowing systems to recognize various obstacles and make decisions similar to human drivers [30][56]. - The article emphasizes the limitations of current AI models, which, despite processing vast amounts of data, lack true understanding of the world and causal reasoning [28][29]. Group 4: Practical Applications and Future Prospects - NIO's world model demonstrates advanced capabilities, such as navigating parking lots and recognizing dynamic environments, showcasing the potential for future iterations [50][51][53]. - The ability to predict multiple scenarios based on real-time data illustrates the sophistication of world models compared to traditional systems [61][62]. - The article concludes by reflecting on the ongoing development of AI technologies and the anticipation of future advancements in the field [67][69].

作者 | 周智宇 这个"智驾基带论"，不仅是对当前行业主流信仰的直接挑战，更是余凯一以贯之的"反共识"哲学的集中体现。 如今汽车行业里每一个参与者也都需要重新思考一个根本性问题：在智能汽车的下半场，究竟什么样的产业形态和商业模式，才更具生命力？是赢家通吃 的"垂直帝国"，还是专业分工的"开放联盟"？地平线和它的"反共识"盟友们所走的这条路，其最终的成败，将为这个问题的答案写下至关重要的一笔。 从边缘到牌桌上 当下的智能汽车行业，一个词被奉为圭臬——"灵魂"。 编辑 | 张晓玲 2025年的中国汽车市场，智能化"军备竞赛"已达白热化，一个观念被所有头部玩家奉为圭臬：智能驾驶是汽车的"灵魂"，必须"全栈自研"，牢牢掌握在自己 手中。从新势力到科技巨头，无数企业耗费百亿重金，只为在这场"灵魂之战"中占据高地。 然而，地平线创始人余凯，一位科学家出身的"闯入者"，却为这场狂热的豪赌提出了一个截然相反的"反共识"预言。 他在近期的一次采访中表示，今天被车企视为"灵魂"和核心壁垒的智能驾驶，终将演变成一个标准化的"功能价值"产品，如同智能手机中人人使用却无人自 研的通信"基带"。在他看来，绝大多数车企未来都将放弃自研智驾 ...

Group 1: Event Overview - The third China International Supply Chain Promotion Expo (Chain Expo) opened on July 16, showcasing over 30 enterprises and institutions focusing on key technologies and products in the automotive supply chain, particularly in electrification, intelligence, and connectivity [2] Group 2: Intelligent Automotive Innovations - AI themes were prevalent throughout the event, with companies like Hezhima showcasing their intelligent chip products, indicating a deeper understanding of automotive intelligence among supply chain players compared to previous years [3] - Xiaopeng Motors emphasized its goal to become a global AI automotive company, featuring flying cars and land carriers at its booth, attracting attention from international exhibitors [3] - Tesla highlighted its ecosystem approach, presenting robots, vehicles, and super factories, reinforcing its identity as an AI and robotics company [3][4] Group 3: Collaboration in the Automotive Industry - The automotive supply chain is increasingly focused on collaboration, with Qualcomm's global vice president noting that open cooperation in the global supply chain supports business development [4] - Companies like Hunan Shibit Robot showcased advanced technologies such as the PaintPro system for real-time 3D vehicle condition monitoring, demonstrating innovation in production processes [4] Group 4: Electrification Focus - The core components of electrification—batteries, electric control, and motors—were prominently featured, with companies like DFD New Energy showcasing their third-generation large cylindrical batteries [5] - Bosch presented localized innovations in energy power, motion control, and driving assistance systems tailored for the Chinese market [5][6] Group 5: Upstream Supply Chain Development - The event saw increased participation from upstream players in the automotive supply chain, with companies like Bettery and Wacker Chemie unveiling new technologies and products [7] - Bettery introduced a pioneering negative electrode material solution addressing industry challenges, while Wacker showcased several new materials for automotive applications [7] Group 6: Diverse Fuel and Connectivity Innovations - Geely Motors highlighted its exploration of multi-fuel technologies, including methanol vehicles and hydrogen power systems, attracting significant interest [8] - The Liyang Intelligent Connected Vehicle Pilot Zone demonstrated advancements in smart connectivity, including a testing ground for autonomous vehicles [8] - The event illustrated a vibrant automotive industry in China, with a wide range of participants and innovations across the entire supply chain [8]

Core Viewpoint - The article discusses the launch of Huawei's first travel car, the Xiangjie S9T, which aims to fill a gap in the market for a vehicle that combines elegance, practicality, and advanced technology, targeting consumers who are undecided between sedans and SUVs [2][15]. Group 1: Product Overview - Since its establishment, Hongmeng Zhixing has launched seven models, including the successful AITO M9 and AITO S800, establishing a foothold in the mid-to-high-end new energy market [2]. - The Xiangjie S9T is set to be released in September at a price of approximately 400,000 yuan, focusing on design, space, and intelligent features to break into the travel car market [2][4]. - The vehicle's dimensions are 5160×2005×1492 mm with a wheelbase of 3050 mm, showcasing a sleek and stable appearance [5]. Group 2: Design and Features - The design of the Xiangjie S9T incorporates the "Universal Aesthetics" philosophy, emphasizing a fluid silhouette and practical yet attractive rear profile [5][7]. - The car features a spacious interior and a large trunk, supporting a roof rack for additional cargo, catering to various lifestyle needs [7][9]. - The vehicle is equipped with advanced intelligent driving capabilities, including HUAWEI ADS 4, which supports complex driving scenarios and enhances user convenience [9][10]. Group 3: Market Positioning - The travel car segment in China has been underrepresented, with few models that balance design and functionality, primarily dominated by luxury fuel vehicles [4][12]. - The Xiangjie S9T aims to attract consumers who desire a vehicle that is both aesthetically pleasing and practical, addressing the gap between traditional sedans and SUVs [11][15]. - The shift towards electric and intelligent vehicles presents an opportunity for travel cars to redefine consumer expectations, moving away from outdated perceptions of being merely functional [13][14].

Core Insights - The report highlights the acceleration of industrial upgrades and the expansion of the automotive industry into international markets, particularly focusing on smart and electric vehicles [1][3]. Smart Vehicles - Tesla's Full Self-Driving (FSD) feature is expected to enter the Chinese market, with the city Navigation on Autopilot (NOA) becoming a standard for advanced driving [4]. - The penetration rate of city NOA is projected to reach 12.2% by 2025, indicating rapid industry growth and benefiting related component manufacturers [4]. - The year 2025 is marked as the beginning of the Robotaxi era, with significant advancements from companies like Waymo and Tesla, creating vast market potential [4]. - New models and popular vehicles are expected to drive sales, with notable launches from brands like AITO and Xiaomi, indicating strong consumer interest [4]. New Energy Vehicles - The report forecasts that sales of new energy vehicles (NEVs) will reach 15.85 million units in 2025, with a penetration rate of 55% [4]. - In the first half of 2025, NEV sales reached 6.937 million units, a year-on-year increase of 40.3%, driven by supply chain improvements and favorable policies [4]. - The global expansion of Chinese automakers is anticipated to contribute significantly to industry growth, leveraging competitive advantages in cost and production capacity [4]. Commercial Vehicles - Heavy-duty truck sales are expected to reach 1.02 million units in 2025, supported by policies encouraging the replacement of older vehicles [4]. - The bus sector is also projected to grow, with sales of 526,000 units in 2024, reflecting a 6.9% increase year-on-year [4]. - The commercial vehicle market is benefiting from the renewal of old vehicles and the export of new energy buses [4]. Two-Wheelers - The electric two-wheeler segment is poised for growth due to favorable policies and the transition to new standards, with production expected to increase significantly [4]. - Motorcycle exports are also on the rise, with a 25% increase in the first half of 2025, driven by demand for larger displacement models [4]. Market Performance - The automotive sector has shown resilience, with a cumulative increase of 8.22% in the first half of 2025, outperforming other industries [7][22]. - The report notes a strong performance in commercial vehicles, with significant growth in both sales and exports [7][23]. Policy Support - The Chinese government continues to implement policies that support the automotive industry's transition to smart and electric vehicles, enhancing the overall market environment [57][59]. - Various initiatives are in place to promote the adoption of intelligent driving technologies and improve safety standards [58][60]. Investment Opportunities - The report identifies key investment targets across various segments, including smart vehicles, new energy vehicles, commercial vehicles, and two-wheelers, highlighting companies like BYD, Changan, and Aima Technology as potential beneficiaries of industry trends [6].