近日， AI科技公司纽劢科技（Nullmax）正式宣布完成C1轮融资，国内某头部车规级芯片公司以战略投资 者身份增资千万美元 。此次融资的落地，不仅彰显了资本市场对Nullmax技术实力、产品竞争力及商业化 前景的高度认可，更标志着其在智能驾驶产业生态中的资源整合能力与战略伙伴绑定深度达到新高度。 根据规划，本轮融资后，Nullmax将以战略投资为纽带，进一步深化与各方的生态合作，打通从技术研发 到商业变现的全链路。双方将重点围绕 "AI算法×智驾芯片" 的深度融合，联合打造高性价比、可规模化落 地的智能驾驶方案，推动更多产品实现量产装车，加速智能驾驶技术在全球范围内的普及与应用，携手应 对行业变革中的机遇与挑战，共同赋能未来移动出行。 文章来源： Nullmax 商务合作 商务活动｜宣传推广｜转载开白等 联系电话｜18355423366 END 作为行业领先的人工智能科技企业，Nullmax于2016年创立于美国硅谷，始终专注于智能驾驶核心技术研 发与全场景无人驾驶应用落地，致力于引领移动出行领域的智变升级。公司核心团队阵容亮眼，创始人兼 CEO、CTO徐雷博士曾是特斯拉Autopilot团队核心成员，在特 ...

Core Viewpoint - The 2025 Horizon Together conference emphasizes the transition of intelligent driving technology from breakthroughs to widespread adoption, with a focus on urban NOA (Navigation on Autopilot) as a critical battleground for commercial success [3][6]. Group 1: Industry Insights - The consensus at the conference is that 2025 marks a pivotal point for intelligent driving, with urban NOA's large-scale adoption being essential for commercial success, hinging on experience, cost, safety, and policy collaboration [3][6]. - The founder and CEO of Horizon, Dr. Yu Kai, highlighted two pillars for breaking through: advancing underlying computing technology and building an open ecosystem with partners to convert high-level driving experiences into scalable user value [3][6]. - The automotive industry is urged to move away from isolated breakthroughs to a collaborative approach that shares value across the entire chain, as stated by Fu Bingfeng, Executive Vice President of the China Association of Automobile Manufacturers [6]. Group 2: Global Collaboration - The intelligent wave is driving a deep restructuring of the global automotive industry, with Chinese technology platforms becoming a core variable in this process [7]. - Thomas Ulbrich, CTO of Volkswagen Group China, emphasized that to lead in the new energy vehicle era, companies must build core capabilities in China, where software is becoming central to automotive business [9]. - The trend of intelligent driving is increasingly defining brand value, with global markets showing growing interest in intelligent cabins and driving assistance features, as noted by Yang Dongsheng, Senior Vice President of BYD [12]. Group 3: Local Development and Collaboration - Local automakers are accelerating the large-scale implementation of top-tier intelligent experiences through deep collaboration [17]. - Su Jun, Vice President of Chery Automobile, discussed the strategic partnership with Horizon, focusing on creating unique designs and brand spirit through advanced technology [19]. - Yang Xinglong from FAW Bestune highlighted the necessity of collaboration with leaders like Horizon to navigate the intelligent transformation, showcasing a clear path of technology co-research and ecosystem building [21]. Group 4: Future Challenges and Opportunities - Jiang Haipeng from Great Wall Motors predicted a technological inflection point around 2028, emphasizing the need for specialized computing architectures to meet future challenges [23]. - Su Linke from Deep Blue Automotive highlighted the rapid success of their L06 model, showcasing the value of collaboration with Horizon in achieving high-quality autonomous driving solutions [26]. - The CEO of CARIZON, Han Hongming, shared insights on how international giants are integrating into China's innovation ecosystem through new collaborative models [28]. Group 5: Key Consensus from the Forum - The forum identified three core consensus points: safety is paramount, user trust is built through human-like interactions, and cost optimization will be driven by hardware restructuring and software paradigm shifts [35][36][37]. - The emphasis on safety as the foundation for user trust was reiterated, with a focus on ensuring system stability in everyday scenarios [35]. - The discussion highlighted that cost reduction is a result of collaborative advancements in hardware and software, with a call for performance iteration and system integration to drive down costs while maintaining high standards [38].

（文/罗叶馨梅）12月9日，四维图新（002405.SZ）在投资者互动平台就高端智能驾驶解决方案PhiGO Max回应投资者提问时表示，该 端到端全域城区领航方案目前已获得头部新能源车企的量产定点。公司称，该方案主要面向高端智能驾驶市场，重点服务于城区导航 辅助驾驶等应用场景。 四维图新介绍，PhiGO Max方案采用多模态认知推理和世界模型预测推演的一段式端到端技术路线，搭载两颗高性能旗舰算力芯片， 总算力超过1000Tops，并在硬件与架构层面预留向L3级自动驾驶升级的空间。公司表示，通过端到端架构，方案可在感知、决策与控 制链路中实现更高的一体化协同，以适配复杂城区路况环境。 在汽车智能化趋势方面，公司认为，AI技术正持续渗透智能驾驶领域，推动辅助驾驶能力从高端车型向更大范围车型下沉，城区领航 等功能的量产落地有望加快。四维图新指出，随着交通场景复杂度提升以及功能安全要求提高，高算力平台与端到端算法的组合正在 成为车企在高阶智能驾驶项目中的重要技术路线之一。 在芯片及基础能力布局方面，公司此前在公开场合介绍，其通过子公司布局车规级SoC与MCU芯片，并已完成多代产品迭代，面向智 能座舱和智能驾驶等场景提 ...

当下中国市场对于智驾平权的需求与日俱增。高工智能汽车研究院数据显示，今年前三季度，20万元以 下价位车型，合计标配NOA交付量为172.42万辆，贡献整体市场交付量的近50%，增量贡献率达70%。 长期以来，高阶城区NOA等智能驾驶功能因高算力芯片成本、复杂算法研发投入，始终局限于20万元 以上高端车型。不过，技术迭代、规模效应与开放生态正持续破解这些难题，从征程2到征程6，五年时 间，地平线征程家族芯片累计出货量突破1000万套。根据余凯的规划，未来3—5年，地平线将与所有生 态伙伴携手，共同实现城区辅助驾驶方案HSD千万量产的目标。 今年10月，地平线HSD高阶城区辅助驾驶系统已通过星途ET5、深蓝L06两款车型完成量产首秀，其中 深蓝L06售价下探至13.29万元起，上市两周系统激活量即突破1.2万辆。由此开始，实现首发量产的 HSD系统，已将城区辅助驾驶体验带入15万元以内的主流市场。余凯介绍："HSD Together算法服务模 式的根本目的，是让合作伙伴能够基于地平线已验证的成熟智能基座，将产品开发中的人力投入、算力 消耗与上市周期均大幅降低90%。" 在加速推动智驾普惠的过程中，地平线征程家族产 ...

Core Insights - Horizon Robotics held the "2025 Horizon Technology Ecosystem Conference" in Shenzhen, showcasing advancements in smart driving, computing architecture, developer ecosystem, and embodied intelligence [1] - Vice President and Chief Architect Su Qing emphasized the challenges in developing smart driving technology, highlighting the significant gap between human driving capabilities and current automated systems [3][5] Industry Developments - Su Qing identified 2024 as a pivotal year for smart driving, marking a comprehensive reconstruction of technology and user experience, akin to the transition from nuclear fission discovery to practical engineering applications [5][6] - The core of this reconstruction involves a shift from rule-based to data-driven smart driving technology, representing a breakthrough in deep learning applications [6] Future Projections - Su Qing predicts that significant changes in smart driving technology will not be the norm in the next three years, as the industry will focus on optimizing existing systems rather than achieving new theoretical breakthroughs [8] - The new paradigm will bridge the gap between L2 and L4 systems, with a clear development path leading from widespread L2 adoption to L4 deployment, enabling both passenger vehicles and Robotaxis [10][11] Strategic Directions - Horizon Robotics plans to focus on three core actions: achieving a tenfold increase in computing power for each generation of AD products, investing in L2 and L4 technologies, and enhancing engineering and organizational capabilities [15] - The company aims for a qualitative leap in the user experience of its urban auxiliary driving system within the next two to three years, with a goal of delivering L4-level safety vehicles at familiar price points to consumers [15]

Policy and Regulations - The National Energy Administration has launched a pilot program for "Artificial Intelligence + Energy" to promote the integration of AI technology with the energy industry, aiming to address industry pain points and cultivate new growth areas [8][13]. - The National Development and Reform Commission has released a list of eligible projects for Real Estate Investment Trusts (REITs) in the infrastructure sector, including clean energy projects and energy storage facilities [15]. - Shanghai has strengthened safety management for public electric vehicle charging facilities, requiring compliance with national safety standards and encouraging the use of high-quality equipment [16][17]. Market Insights - In the first ten months of 2025, Shenzhen sold 22,358 new energy light trucks, leading the market with a penetration rate of 78.8%, although growth has slowed due to market saturation [19][20]. - The sales of pure electric light trucks in Shenzhen accounted for 97.1%, with box-type trucks making up 75.7% of sales, and 62.1% of the trucks having a battery capacity of 96-110 kWh [23][24]. - The top three companies in the Shenzhen new energy light truck market hold a combined market share of 54.5%, with the leading company, Farizon Auto, capturing 21.3% of the market [25]. Company Monitoring - Farizon Auto plans to launch its first Robovan, the "Shentong T6," in January 2026, featuring an autonomous driving system designed for logistics applications [39][41]. - ZF Friedrichshafen and Cal Power have entered into a comprehensive strategic partnership in the field of commercial vehicle intelligent driving, focusing on L4 autonomous driving solutions [44][45]. - Guoxuan High-Tech has advanced the design of a 2 GWh production line for solid-state batteries, indicating progress in battery technology for electric vehicles [39].

Core Insights - The high-level autonomous driving technology is accelerating its penetration into the mass market, with Horizon Robotics announcing the upcoming mass production of its city navigation assisted driving (NOA) system based on the Journey 6M chip, expected to be featured in vehicles priced around 100,000 yuan [2] Group 1: Market Trends - Historically, advanced city NOA features have been limited to high-end models priced above 200,000 yuan due to the high cost of computing chips and complex algorithm development [3] - The demand for intelligent driving at lower price points is increasing in the Chinese market, with nearly 50% of NOA deliveries in the first three quarters of this year coming from vehicles priced below 200,000 yuan, contributing to a 70% increase in market delivery [4] Group 2: Technological Advancements - Horizon's Journey chip family has achieved cumulative shipments of over 10 million units in five years, with the latest Journey 6 chip series achieving over one million shipments in its first year [3] - The HSD Together algorithm service model aims to significantly reduce the manpower, computing power consumption, and time to market by 90% for partners developing products based on Horizon's validated intelligent foundation [3] Group 3: Competitive Landscape - Major automakers are increasingly introducing high-level autonomous driving features in lower-priced models, such as GAC Toyota's model priced at 149,800 yuan and Zeekr's model featuring city NOA [4] - The competition in the intelligent driving sector is shifting from high-end to mid-range and low-end vehicles, necessitating a balance between cost and performance to avoid a "low price, low quality" cycle [4]

Core Insights - The first Horizon Technology Ecosystem Conference was held on December 8, 2025, focusing on the development of smart vehicles and robots, aiming to promote the integration of smart technology into everyday life [1] Group 1: Technological Advancements - Horizon's founder and CEO, Yu Kai, emphasized the need for a solid technological foundation for the widespread adoption of smart technology, highlighting three core pillars: BPU (intelligent computing architecture), compilers, and algorithms [2] - The newly released fourth-generation BPU architecture "Riemann" achieves a tenfold increase in key computing power and enhances energy efficiency for large language models by five times, marking over a 1000-fold performance improvement in BPU over the past decade [4] - The fourth-generation compiler, OpenExplorer 4.0, reduces compilation time from hours to minutes and improves model performance by 20%, indicating a shift towards machine learning-driven self-evolution in the industry [4] Group 2: Business Model Innovation - Horizon introduced a new collaboration model "HSD Together," which allows partners to focus on their strengths while Horizon provides comprehensive algorithm services, reducing R&D costs, computing power consumption, and time to market by 90% [5] - The HSD driver assistance system has already been applied in models like the Xingtu ET5 and Deep Blue L06, achieving over 12,000 activations within two weeks of launch, making advanced driving assistance accessible in the 150,000 RMB market [5] Group 3: Market Expansion - Horizon aims to democratize advanced urban driving assistance for vehicles priced at 100,000 RMB, with a new solution based on a single Journey 6M chip set to go into mass production [6] - The Journey series chips have achieved significant market penetration, with over 10 million units of the Journey 6B/L models and over 1 million units of the Journey 6E/M models shipped in the first year [6] Group 4: Robotics and Open Source Models - Horizon has expanded its technology ecosystem beyond the automotive sector, becoming China's largest consumer robotics computing platform, collaborating with over 100 partners and connecting more than 100,000 developers [7] - Two open-source models, HoloMotion and HoloBrain, were launched, focusing on motion intelligence and spatial awareness for robots, respectively, while Horizon collaborates with over 500 educational institutions to cultivate talent in the smart industry [8] - Horizon's mission is to empower smart vehicles and robots to enhance safety and quality of life, with a goal of achieving "HSD million-unit production" in the next 3 to 5 years [8]

Group 1 - The core viewpoint of the article highlights the significant advancements in autonomous driving technology, with Lightyear Zhihang's driver assistance system expected to exceed one million units in deployment, and the first single-route 6M urban NOA solution set for mass production [1] - Lightyear Zhihang and Horizon Robotics have achieved mass production of high-level driver assistance solutions based on Route 5 and have completed full-stack functionality development and real vehicle deployment for the Route 6 solution [1] - The collaboration between Lightyear Zhihang and Horizon Robotics focuses on "soft and hard collaboration, mutual empowerment," driving rapid technological iteration and large-scale popularization [1] Group 2 - The single-route 6M urban NOA solution utilizes 128 TOPS computing power to achieve "extreme utilization of computing power," with breakthroughs in efficiency and performance through model optimization and software upgrades [1] - The Chinese driver assistance market is expected to reach a scale "explosion point" by 2025, with significant increases in NOA penetration rates for vehicles priced below 100,000 and between 100,000 to 200,000 [1] - Lightyear Zhihang has developed a product matrix covering vehicles priced from 80,000 to over 300,000 [1]

Core Insights - Horizon Robotics held the 2025 Horizon Technology Ecosystem Conference, showcasing advancements in intelligent driving, computing architecture, developer ecosystem, and embodied intelligence [1] - The company launched its fourth-generation BPU Riemann architecture, which is optimized for large language models, achieving a fivefold increase in energy efficiency [1] - The HSD system for advanced driver assistance officially launched on November 18, with over 12,000 units activated within two weeks, indicating strong market response [1] Group 1 - Horizon Robotics' CEO Yu Kai highlighted key progress in high-level assisted driving over the past two years, including the practical application of the HSD solution in vehicles like the Starway ET5 and Deep Blue L06 [1] - The company aims to make advanced driving technology accessible, targeting the budget car market where new car sales under 100,000 yuan account for 50% of the market [1] - The upcoming mass production of the urban driving assistance system, based on the Chengcheng 6M chip, will further lower the entry barrier for national models priced around 100,000 yuan [1] Group 2 - Horizon Robotics has collaborated with partners to launch various products, including Fourier humanoid robots, Cloud Whale cleaning robots, Yinghans tennis robots, and Yingshi panoramic drones [1] - The CEO believes that the foundational models for embodied intelligence are still in the early stages, and the company will continue to advance these technologies to drive the development of intelligent robotics [1]