人民财讯8月27日电，8月27日，广汽传祺举行发布会官宣向往S9以25.99万元起开启预售。据了解，向 往S9首批搭载华为乾崑智驾ADS4系统以及全维防碰撞系统CAS4.0。 ...

新浪科技讯 8月27日晚间消息，地平线机器人发布2025年上半年业绩公告，期内公司收入15.67亿元，同 比增长67.6%；毛利润达10.24亿元，综合毛利率65.4%；现金储备161亿。 报告期内，地平线为超过30家车企及合作伙伴授权了一系列算法和软件，实现软件及授权服务业务收入 7.38亿元，较去年同期平稳增长6.9%。 得益于产品解决方案业务出货量翻倍增长，截至2025年8月，地平线征程家族量产突破1000万套。（文 猛） 责任编辑：何俊熹 2025年上半年，地平线产品及解决方案业务实现出货量与单车价值量齐升，驱动公司业绩高速增长。期 内，地平线产品及解决方案业务收入较去年同期翻3.5倍增长，营收7.78亿元；出货量198万套，同比翻 倍。 出货总量上升的同时，在新一代产品征程6系列量产的推动下，产品及解决方案业务出货结构进一步优 化。中高阶产品解决方案实现出货量98万套，较去年同期激增6倍；占总出货量的49.5%，并贡献了产 品及解决方案业务超过80%的收入。这意味着公司新一代产品征程6系列投产即取得市场成功。 "因中高阶产品解决方案交付比例的提升，单车价值量大幅提升至去年同期的1.7倍。这验证了地平 ...

Horizon Robotics (09660) Q2 2025 Earnings Call August 27, 2025 07:00 AM ET Speaker0Greetings, ladies and gentlemen. Welcome to Horizon Robotics twenty twenty five Interim Results Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded.I would now like to turn the call over to your host, Mrs. Xuan Jiang, VP and Board Secretary and Head of Investor Relations of Horizon Robotic ...

Core Viewpoint - The launch of DeepRoute IO 2.0 by Yuanrong Qixing marks a significant advancement in the autonomous driving sector, transitioning from "end-to-end" models to the more sophisticated Vision-Language-Action (VLA) model, which is better suited for complex driving scenarios [1][2]. Group 1: Technology and Development - DeepRoute IO 2.0 integrates a self-developed VLA model that enhances the ability to handle intricate road conditions compared to traditional models [1]. - The VLA model addresses the "black box" issue of conventional end-to-end models by providing effective information linkage, analysis, and causal reasoning [1][2]. - The VLA technology is expected to be adaptable for vehicles priced above 150,000 yuan, with potential to extend down to 100,000 yuan models in the future [5]. Group 2: Market Position and Competition - The competition in the autonomous driving market is intensifying, with various automakers like Xiaopeng, Li Auto, Geely, and Chery entering the VLA model space [1]. - Yuanrong Qixing's CEO, Zhou Guang, emphasizes the company's early investments in defensive driving, which provide a competitive edge in the evolving landscape of autonomous driving technology [1][2]. Group 3: Safety and Commercialization - The company has achieved significant commercial milestones, securing over 10 model partnerships and delivering nearly 100,000 vehicles equipped with urban navigation assistance systems [6]. - Zhou Guang acknowledges the heightened consumer expectations for safety in autonomous driving, indicating a need for continuous improvement despite the company's leading position in evaluations [6][9]. - The focus on "defensive driving" is central to the system's training, aiming to instill a sense of risk awareness in AI, akin to biological evolution [9]. Group 4: Future Outlook - The market for high-level assisted driving is anticipated to expand, providing Yuanrong Qixing with greater opportunities as they continue to innovate and adapt their technology [9].

Core Viewpoint - Horizon Robotics-W (09660) reported a significant increase in revenue and gross profit for the six months ending June 30, 2025, driven by strong demand for advanced driving assistance solutions in the Chinese automotive market [1] Financial Performance - Revenue from customer contracts reached 1.567 billion RMB, representing a year-on-year increase of 67.64% [1] - Gross profit amounted to 1.024 billion RMB, reflecting a year-on-year growth of 38.61% [1] Market Position - The company maintained the leading market share in basic and overall driving assistance solutions among Chinese automakers, with shares of 45.8% and 32.4% respectively [1] - As of the end of 2024, the company had secured over 310 model designations, with nearly 400 new model designations achieved by the end of the reporting period [1] Product Performance - The shipment volume of the vehicle-grade Journey series processing hardware reached 1.98 million units, doubling year-on-year [1] - The shipment of processing hardware supporting highway driving assistance reached 980,000 units, accounting for 49.5% of total shipments, which is six times the volume from the same period last year [1] - More than 15 models equipped with the company's advanced driving assistance solutions successfully entered mass production during the first half of 2025 [1]

Group 1 - The company reported a revenue of RMB 1.567 billion in the first half of 2025, representing a year-on-year growth of 67.6%, with a gross margin of 65.4% [1] - The transition to mid-to-high level assisted driving solutions is identified as the next dominant trend in the industry, with increasing demand for advanced algorithms and software related to cloud services [1] - The company is developing the Horizon Super Drive (HSD) full-scene urban assisted driving solution, which is expected to become the technological foundation for future robotaxi services [1] Group 2 - The company has become the first intelligent driving technology company in China to achieve cumulative shipments of over 10 million units of its Chengcheng series processing hardware, setting a new industry benchmark [2] - The Chengcheng 6B processing hardware has been successfully launched, featuring a highly integrated design that doubles the performance of the front-view integrated ADAS system while significantly reducing system costs, power consumption, and size [2] - The Chengcheng 6 series processing hardware has established a complete product portfolio covering high, medium, and low processing capabilities, which will support revenue growth in both mainstream and high-end markets [2]

理想汽车借i8上市，推送 "VLA 司机大模型"； Momenta携手智己，完成R6飞轮大模型上车； 元戎昨天（8月26日）发布了自己的VLA大模型； 小鹏今天（8月27日）的新P7发布会上发布自己全新的VLA大模型； 华为透露9月即将推送的ADS 4。 如果不是年初官方按下智驾宣传的"急停键"，近期"智驾"或许早已再次被炒上了天。 原因无他，只因中国最头部的一批智驾势力，几乎都选择了在近期落地自己最新的智驾能力： 如此整齐划一的步调，不禁让人想起上一次"端到端"模型引领的行业浪潮。但这一次，变革的深度与广度，已有过之而无不及。这 轮竞赛为何集中爆发？各家命名不同的模型背后，隐藏着怎样的技术分野？新一代智驾，究竟"聪明"在了哪里？ 本期《智驾雷达》VOL.5，我们就来提前"纵览"一下智驾圈即将发生的这一轮竞赛，并尝试为你先讲清楚其中的脉络。 新一轮智驾竞赛，时候到了 首先是第一个问题：为什么行业内的动作如此集中？虎嗅汽车综合多家智驾势力的信息，总结出了四大关键驱动力： 其中最重要的必然是第4点。元戎启行CEO周光在昨天的发布会上就专门表示：VLA模型（当前版本）的下限已超过端到端（可以 简单理解为2024年中 ...

Core Viewpoint - Haon Automotive (301488) is actively expanding its business in the intelligent driving sector while also making significant strides in the robotics field through strategic partnerships and technology development [1] Group 1: Business Development - The company has signed a technical cooperation agreement with Shanghai Zhiyuan to jointly research and develop the Genie02 ultrasonic sensor project, aiming to customize ultrasonic system products for chassis requirements [1] - Haon Automotive is in discussions with multiple robotics manufacturers to explore further collaboration opportunities [1] Group 2: Strategic Partnerships - The company has established a strategic partnership with NVIDIA to develop robotic brain control systems, which includes the full range of NVIDIA's Jetson Thor, Orin AGX, Orin NX, and Orin Nano control domains [1]

Core Viewpoint - Huayi Technology (688071) reported significant growth in revenue and a reduction in net loss for the first half of 2025, driven by the expansion of its electric vehicle powertrain testing services and intelligent driving business [1] Group 1: Financial Performance - The company achieved operating revenue of 265 million yuan, representing a year-on-year increase of 51.1% [1] - The net profit attributable to shareholders was a loss of 5.46 million yuan, indicating a substantial reduction in losses compared to the previous year [1] Group 2: Business Segments - Huayi Technology focuses on automotive powertrain intelligent testing equipment, electric vehicle powertrain testing services, and intelligent driving-related businesses [1] - The intelligent driving segment emphasizes high-precision inertial navigation products and testing services, leveraging proprietary technologies in inertial devices, virtual sensor arrays, and high-precision satellite positioning algorithms [1] Group 3: Product Development - The high-precision inertial navigation products have entered mass production, meeting the demands of intelligent driving vehicle manufacturers and facilitating widespread application in passenger vehicles [2] - The company launched two GNSS satellite navigation products, M611 and M611S, designed for automotive-grade high-temperature environments and ISO26262 functional safety ASILB standards, ensuring high precision and reliability [2] - Huayi Technology also introduced the ARU8010 posture reference sensor for humanoid robots, featuring breakthroughs in dynamic range perception, high-frequency sampling, and all-directional posture calculation technology [3]

一、AI应用|刚刚! 国务院发布深入实施"人工智能+"行动的意见, 机构称AI应用生态进入快速选代的周期, 这家公司全面深入布 局AI板块,包括智能辅助驾驶、脑机接口及类脑智能、AIGC等领域 【财联社早知道】刚刚! 国务院发布深入实施"人工智能 +"行动的意见,机构称Al应用生态进入快速迭代的周期,这 家公司全面深入布局AI板块，包括智能辅助驾驶、脑机接口 及类脑智能、AIGC等领域 财联社早知道 据媒体报道,国务院发布关于深入实施"人工智能+"行动的意见,到2027年,率先实现人工智能与6大重点领域广泛深度融合,新 一代智能终端、智能体等应用普及率超70%，智能经济核心产业规模快速增长,人工智能在公共治理中的作用明显增强,人工智 能开放合作体系不断完善。到2030年，我国人工智能全面赋能高质量发展，新一代智能终端、智能体等应用普及率超90%，智 能经济成为我国经济发展的重要增长极，推动技术普惠和成果共享。到2035年，我国全面步入智能经济和智能社会发展新阶 段,为基本实现社会主义现代化提供有力支撑。 点评：天风证券表示，A版块延续模型与应用双线共振的积极趋势。一方面,国产模型能力持续演进。DeepSeek ...