9月23日，在2025世界智能网联汽车大会新闻发布会上，交通运输部科技司综合处处长邢凡胜回答中国证券报记者关于"交通运输部在推动智慧交通建设方 面的下一步举措"的提问时表示，交通运输部正在深入推进"人工智能+交通运输"行动，面向"十五五"，将把人工智能在交通运输领域规模化创新应用作为 主攻方向，抓紧出台《"人工智能+交通运输"实施意见》，意见即将发布施行。 中国证券报记者李嫒嫒在发布会上提问 图片来源：新闻发布会主办方提供 中国证券报记者从发布会上获悉，2025世界智能网联汽车大会由工业和信息化部、交通运输部、北京市人民政府联合主办。本届大会将于10月16日—18日 在北京亦庄举办。 图片来源：新闻发布会主办方提供 加快普及智能体在交通运输领域的应用 当前，交通运输行业正在积极拥抱以人工智能为代表的新一轮科技革命和产业变革机遇，加快发展新质生产力，培育壮大智慧交通和智慧物流产业。 邢凡胜表示，"十四五"以来，交通运输部依托国家重点研发计划，加强智慧交通关键技术攻坚，组织开展了两批次共50项智能交通先导应用试点，建设了 国家综合交通运输信息平台，交通运输数字化、网络化、智能化水平不断迈上新的台阶。 面向"十五五 ...

瞿国春介绍，总的来看，本届大会具有以下特点： 新京报贝壳财经讯(记者陈维城)9月23日，在2025世界智能网联汽车大会新闻发布会上，工业和信息化 部装备工业发展中心主任、世界智能网联汽车大会组委会秘书长瞿国春介绍，2025世界智能网联汽车大 会继续由工业和信息化部、交通运输部、北京市人民政府联合主办。本届大会将于10月16日—18日在北 京亦庄北人亦创国际会展中心举办。 三是汇聚多元智慧成果。大会议题紧扣产业创新、政策优化与协同发展主线，组织发布"车路云一体 化"建设成效、网络技术、可信数据空间、"人工智能+汽车"等热点领域的多项报告，呈现"十四五"期间 智能网联汽车发展成果，全面展示新技术、新产品、新模式、新生态。 瞿国春介绍，2025世界智能网联汽车大会将以"汇智聚能网联无限"为主题，升级"3+3+6+N"框架结构。 一是聚焦"洞见前沿风向、创新体验形式、深化国际合作、推动交流互鉴"四大亮点，设置开幕式、全体 大会、闭幕式3场全体会议。二是围绕产业政策、国际合作、京津冀协同发展等方向举办3场圆桌会。三 是围绕政策、技术、安全、人工智能、应用、数据等方向，设置6场主题论坛。四是召开基础设施、芯 片、通信、生 ...

2025世界智能网联汽车大会新闻发布会9月23日举行，记者从会上获悉，2024年，北京实现汽车产量 114.5万辆，同比增长13%。今年上半年，北京具备智能辅助驾驶功能(L2级)的乘用车新车渗透率达到 68.3%，超全国平均水平(62.1%)。 上半年，北京具备智能辅助驾驶功能乘用车新车渗透率达到68.3% 加快完善智能网联汽车产业生态。协同天津、河北，建设京津冀智能网联新能源汽车科技生态港，推进 产业链强链补链、科技创新和产业创新融合，合力打造智能时代先进的产业生态。 积极落实国家试点任务。支持企业加快推进试点车型公告准入，做好试点车辆安全运行保障。协同天 津、河北方面，加强"车路云一体化"基础设施建设，创新跨域场景，促进智能网联汽车推广应用。 据北京市经济和信息化局副局长苏国斌介绍，北京汽车产业整体规模稳步提升，电动化、智能化、网联 化加速转型。2024年，北京实现汽车产量114.5万辆，同比增长13%。今年上半年，北京具备智能辅助 驾驶功能(L2级)的乘用车新车渗透率达到68.3%，超全国平均水平(62.1%)。"双智"城市建设实现全市600 平方公里"车路云一体化"基础设施连片覆盖，累计发放测试牌照超 ...

车路云一体化的概念是什么？其本质意义和系统构成有哪些？ "车路云一体化"引领道路交通新纪元 20250922 摘要 车路云系统由车辆、路侧设施、云控平台、支撑平台和通信网络五部分 组成，旨在解决单车智能在感知、运算和路径规划方面的局限性，通过 全局视野优化驾驶决策和交通效率。 中国汽车工程学会预测，车路一体化产业在 2025 年将带来约 7,295 亿 元产值增量，到 2030 年增至约 25,825 亿元。该技术可减少交通事故， 缓解交通拥堵，并推动节能减排。 辅助驾驶事故风险增加和 L2 级辅助驾驶的安全局限性是重提"车路云" 概念的重要原因。车路云一体化通过提供实时障碍地图和车辆联网协同 决策，显著降低事故率。 2025 年，无人物流车在快递行业中扮演重要角色，已可在开放道路上 快速行驶。但高频次、高速度的无人驾驶仍需依赖路侧设备支援。 中国在智能网联汽车及基础设施建设方面取得显著进展，已从封闭区域 测试扩展到全域测试和全城试点，截至 2025 年中，新增超过 600 个车 路云一体化项目。 车路云一体化产业网络包括车辆、道路、云端、图像处理和网络连接五 个部分，其发展能带动多个相关产业，形成庞大的经济 ...

与传统汽车维修不同，这里没有油污和扳手，取而代之的是精密的电路模块和智能传感器。选手们需要快速 定位问题电路模块，排除各种技术障碍，展现对新兴技术的理解力和解决问题的能力。 第三届全国技能大赛智能网联汽车装调运维赛场上，河南选手李晓强（左一）正在专心进行比赛。河南日报 社全媒体记者 徐聪 摄 千百年来，技能推动下的创新创造，始终是推动发展的重要力量。第三届全国技能大赛设置的106个竞赛项目 中，智能制造、高端装备、数字技术等赛项占比超过50%。河南代表团参加了全部106个赛项的比赛。 "我参加的项目叫无人机系统，是前两届全国技能大赛所没有的，同时又是世赛选拔项目，将首次出现在明年 举办的第48届世界技能大赛中。"9月22日晚，来自河南技师学院的21岁选手王钰航说，"无人机系统项目融合 了机械、电子和计算机工程知识技能，考核选手对无人机的安装、调试、维护、编程及飞行任务完成能力， 是无人机行业的未来发展方向。" 赛项难度大，更激发了王钰航的好胜心。"我全身心投入比赛，个人的技能有了质的飞跃。同时，通过观察其 他选手，也发现了更适合自己的学习方法。"他说。 王钰航的成长足迹里，藏着个人精进技能的密码；我省所有选手 ...

Investment Rating - The report suggests a bullish outlook for the automotive sector, particularly driven by technology and central state-owned enterprise reforms [3][10]. Core Insights - The automotive sector is expected to benefit from a market rally, with technology-driven segments like robotics and low-altitude economy likely to follow the TMT lead [3]. - The report highlights a rebound in the performance of the robotics sector in the second half of the year, with specific companies recommended for investment [3]. - The establishment of a national standard for intelligent driving assistance systems is anticipated to enhance safety and quality in the automotive industry [4][5]. Market Update - In the 37th week of 2025, retail sales of passenger cars reached 450,000 units, showing a month-on-month increase of 24.65% but a year-on-year decrease of 7.79% [3]. - The total transaction value in the automotive industry for the week was 922.739 billion, reflecting a 31.03% increase from the previous week [3]. - The automotive industry index rose by 2.95%, outperforming the Shanghai and Shenzhen 300 index, which fell by 0.44% [10]. Company Recommendations - The report recommends focusing on domestic leading manufacturers such as NIO, Xiaomi, Xiaopeng, and Li Auto, as well as companies involved in intelligent driving technology [3]. - It also suggests monitoring state-owned enterprises like SAIC and Dongfeng for potential investment opportunities [3]. - Companies with strong performance growth and capabilities in robotics or overseas expansion, such as Fuyao Glass and New Spring, are highlighted as potential investment targets [3]. Key Events - The report notes the launch of NIO's new ES8 and ET9 special edition, showcasing significant investments in charging and battery technology [6][7]. - Elon Musk's substantial investment in Tesla, amounting to approximately $1 billion, has positively impacted Tesla's stock performance [8][25]. - The report mentions the introduction of various new models and strategic partnerships in the automotive sector, indicating a dynamic market environment [26][29][34].

Core Viewpoint - The Ministry of Industry and Information Technology has released a draft for public consultation on mandatory national standards for intelligent connected vehicles' combined driving assistance systems, aiming to enhance safety and standardization in the industry [1][2]. Group 1: Industry Challenges and Developments - The combined driving assistance technology has faced a trust crisis due to a widely publicized traffic accident, marking the industry's biggest challenge since its inception [1]. - The penetration rate of combined driving assistance technology in China's new energy vehicles has exceeded 50% and continues to grow [2]. - There are significant discrepancies in the technical solutions, functions, and performance of products from different companies, complicating the evaluation of system safety [2]. Group 2: Draft Standard Characteristics - The draft standard applies to M and N category vehicles equipped with various types of combined driving assistance systems, ensuring uniform safety benchmarks across different vehicle types [3]. - The draft emphasizes the need for driver monitoring capabilities and outlines safety assurance requirements throughout the product development and usage processes [3][5]. - It aims to elevate the priority of safety and quality in product development, encouraging companies to focus on system reliability rather than rapid iteration [3][5]. Group 3: Development and Testing Regulations - The draft establishes a comprehensive testing framework that includes various testing scenarios to ensure safety and functionality [6]. - It mandates that companies maintain consistency in core components and software versions to avoid discrepancies in functionality during mass production [6]. - The draft requires the implementation of a data recording system to track vehicle status and driver actions, aiding in post-incident analysis [6]. Group 4: Consumer Impact and Behavior Changes - The draft clarifies that combined driving assistance systems are not autonomous driving systems, emphasizing the need for continuous driver engagement [9]. - It introduces measures to ensure that drivers are well-informed about the system's capabilities and limitations, promoting safe usage practices [9][10]. - The draft encourages the development of proper driving habits among consumers, such as maintaining hands on the wheel and eyes on the road, to enhance safety [10].

9月，智能网联汽车领域都发生了哪些大事？小编为您梳理点评。 ◆金固股份成立子公司入局具身智能 9月3日，金固股份提交注册全资子公司"杭州金固具身智能科技有限公司"，并同步组建具身智能事业部， 正式进军具身智能领域。新公司将作为业务拓展核心平台，聚焦人形、四足、服务、专业应用机器人及低 空经济等新兴领域。依托自身在新材料方面的技术积累，为相关行业客户提供高性能、轻量化且能大规模 降本的有效方案。 点评：以材料技术为"利刃"，强势切入热门赛道。 ◆美国拟明年提出三项自动驾驶汽车新规 9月4日，美国交通部与国家公路交通安全管理局（NHTSA）宣布，计划2026年春季提出三项联邦机动车安 全标准（FMVSS）修订议案。新规聚焦没有手动控制装置的自动驾驶车辆，旨在更新数十年前制定、未考 虑自动驾驶特性的"一刀切"条文，移除对"有人类驾驶位"的隐含假设，为自动驾驶汽车发展构建更适配的 规则框架。 点评：前瞻性举措不仅彰显其在自动驾驶领域重塑监管框架、加速产业发展的决心，也有望掀起全球自动 驾驶规则革新与技术竞争的新热潮。 ◆特斯拉Robotaxi正式对美国公众开放 9月4日，特斯拉宣布其Robotaxi应用正式向美国公众 ...

Core Insights - The 2025 FISITA Intelligent Safety Conference aims to promote global collaboration in autonomous driving safety technology, focusing on key themes such as functional safety, testing evaluation, connected cooperative driving, information security, and artificial intelligence [1] Group 1: Functional Safety and Risk Assessment - The introduction of the SOTIF (Safety of the Intended Functionality) Index 1.0 aims to address the rising number of autonomous driving accidents by establishing a comprehensive risk and capability evaluation system [3] - The SOTIF Index is designed to create a multidimensional, quantifiable measurement system to assess the maturity and confidence level of autonomous driving systems in handling expected functional safety [3] - The need for a scientific and quantifiable evaluation paradigm is emphasized to ultimately reduce the accident rate to zero [3] Group 2: Challenges in Autonomous Driving - Various factors such as different road and weather conditions increase the accident rate of autonomous vehicles, posing higher reliability challenges for Advanced Driver Assistance Systems (ADAS) [4] - The necessity to establish mechanisms for identifying unknown risks and quantifying uncertainties in AI systems is highlighted [4] - Strict adherence to traffic regulations is essential, as violations contribute significantly to accident rates [4] Group 3: Industry Development and Collaboration - The penetration rate of L2-level assisted driving in passenger vehicles reached 62.1% in the first half of the year, with steady progress in L3/L4 autonomous driving testing [5] - The importance of top-level design and policy development is stressed to address new safety challenges and enhance global and industrial collaboration [5] - The establishment of a safety assurance system is crucial for promoting healthy industry development [5] Group 4: Integrated Safety Mechanisms - The need for an integrated safety approach that combines functional safety and cybersecurity is emphasized, moving beyond traditional protective mechanisms [8] - The concept of a "traffic immune system" is proposed, inspired by the human immune system, to achieve a vision of "zero deaths" in traffic [10] - Principles derived from urban immunology can guide the deep collaboration between people, vehicles, and cities to enhance the resilience and sustainability of transportation systems [10] Group 5: Testing and Standardization Challenges - The lack of unified safety standards, liability frameworks, and testing protocols for autonomous vehicles hinders cross-regional deployment and investment [9] - Existing infrastructure, such as road and communication networks, is insufficient to support large-scale autonomous vehicle operations, particularly in rural areas [9] - The need for real-time interaction between autonomous vehicles and urban traffic management systems is highlighted, along with the current immaturity of V2X communication protocols [9]

Core Viewpoint - The A-share market is experiencing fluctuations around the 3900-point mark, with expectations for potential opportunities and risks in the upcoming week [1] Policy Outlook - Key highlights for the upcoming week include a press conference from the State Council Information Office, with three potential positive developments: 1. Financial policy adjustments, including the central bank's recent change to "multiple price bidding" for reverse repos, signaling targeted liquidity support 2. Enhanced industrial policies, with significant documents expected for sectors like energy storage, smart connected vehicles, and semiconductors 3. New consumer stimulus policies potentially being introduced before the National Day holiday, focusing on tourism and retail subsidies [3] - Recent regulatory reforms, such as the registration system reform, are expected to facilitate the entry of quality companies while allowing weaker firms to exit more easily [3] Market Sentiment and Technical Analysis - The market sentiment has cooled, with the fear and greed index dropping from 75 to 62, indicating reduced enthusiasm among investors [5] - The Shanghai Composite Index has been consolidating around the 3900-point level for over half a month, with the 3850-point mark being crucial for market stability [4] - The ChiNext Index has reached new highs, but caution is advised as the MACD indicator shows signs of weakening momentum [4] Capital Flow - Northbound capital has shown significant inflows, with a net purchase of nearly 40 billion in September, primarily targeting technology growth stocks such as communication equipment and semiconductors [4] - Traditional consumer sectors like home appliances and textiles are experiencing reduced interest from these investors [4] Investment Strategy - Recommended positioning includes maintaining a 60% base position with 30% in flexible capital, focusing on technology growth sectors like semiconductors and robotics, which benefit from both capital inflows and policy support [5] - Defensive strategies should consider undervalued blue-chip stocks, banks, insurance, and gold sectors, which tend to perform well during interest rate cuts [5] - Caution is advised regarding high-valuation technology stocks and industries sensitive to tariff impacts, as these may pose risks [5] Key Signals to Monitor - Important signals to watch include whether northbound capital can exceed a net inflow of 8 billion in a single day, if the Shanghai Composite Index can maintain above 3850 points, and whether trading volume in technology stocks can increase [6]