Group 1 - The Shanghai International Automobile Industry Exhibition has commenced, showcasing advanced technologies from AAC Technologies, including smart cockpit solutions and haptic feedback systems [1][3] - The automotive industry consensus is that the second half of the transformation is focused on intelligence, with smart cockpits being a key battleground [3][4] - AAC Technologies presented a comprehensive stack solution for smart vehicles, emphasizing the importance of sensory experiences in creating a "third living space" within cars [3][4] Group 2 - The exhibition featured AAC's acoustic platform with 51 speakers, utilizing proprietary algorithms to deliver advanced audio experiences, including independent sound zones and reduced sound leakage [4][10] - The RichTap Space smart seat was introduced, providing a multi-dimensional experience through vibrations that correspond with audio and video content, enhancing user interaction [7][10] - AAC Technologies has expanded its capabilities through acquisitions, including an 80% stake in a leading acoustic component supplier and a 53.74% stake in an electronic component manufacturer, enabling a closed-loop system in vehicle acoustics [9][10] Group 3 - In 2024, AAC Technologies reported record revenue of 27.33 billion RMB and a net profit of 1.797 billion RMB, marking a 142.7% year-on-year increase, with automotive business becoming a new growth engine [10] - The automotive acoustic business generated 3.52 billion RMB in revenue with a gross margin of 24.8%, highlighting the company's focus on addressing user pain points and diversifying its offerings [10]

Group 1 - BYD has acquired a stake in a humanoid robot company, indicating its strategic expansion in the fields of smart manufacturing and robotics technology. This investment enhances BYD's positioning in emerging tech sectors and may promote diversification beyond electric vehicles [1] - Horizon has announced a strategic partnership with Bosch, which will lead to the development of a new generation of multifunctional cameras and upgraded driver assistance systems based on Horizon's Journey 6 series. This collaboration signifies a deep integration in the smart driving and automation sectors [2] - Dongfeng Motor has signed a strategic cooperation agreement with Saudi Universal Motors Agencies (UMA) at the Shanghai Auto Show, aiming to establish a core strategic hub in the Middle East and enhance its international strategy through comprehensive solutions [3] Group 2 - Stellantis has resumed production at its Canadian van plant and recalled some previously laid-off employees after a two-week halt to assess the impact of U.S. tariffs on imported vehicles. This move reflects the company's flexibility in responding to market conditions and may boost optimism regarding manufacturing recovery [4] - Tesla has expanded its autonomous ride-hailing service testing to employees in Austin, Texas, in preparation for the launch of its Robotaxi service in June. This initiative showcases Tesla's advancements in autonomous driving technology and heightens market expectations for its future products [5]

4月23日，两年一度的上海车展正式开幕，作为新汽车革命下的高级别车展，本次车展以 "拥抱创新 共赢未来"为主题，参展企业涵盖传统燃油车、新能源 车、智能驾驶、供应链技术等多个领域。智能汽车时代，技术发展日新月异，高阶智驾、AI大模型、多模态感知等前沿技术加速落地，更多新技术、新产 品将在上海车展正式亮相。 商汤绝影CEO/商汤科技联合创始人/首席科学家王晓刚 渐形成一些行业的共识。那么有一些这个车厂他在设计自己的那个方案的时候，对于传感器的型号也注重平台化。这就大量减少了我们对特定车型的重复开 发和适配的工作。 新浪汽车：那您觉得未来3-5年吧，您觉得这个汽车行业最值得关注的技术突破应该包括哪方面啊？ 王晓刚：我觉得这个因为大模型的发展，通过人工智能大模型生成AI给整个这个行业还是带来了非常大的一个机会吧。我觉得一个是在智驾领域，今天我 们也提出来这个生成式智驾，就是因为现在大家做的是端到端。端到端有它的数据的局限，它需要大量的高质量的数据，它是模仿人类的这样的一个方式。 而且端到端，它有不确定性。比如说出现了一个问题，这个问题场景不可复现，各种很多类似的场景，但也不能确保这个场景就能解决，但是今天我们要用 ...

（原标题：安全成为竞争新锚点，赛力斯如何重构豪华定义） 安全正在成为智能汽车的新溢价点，传统豪华品牌的安全配置往往与车型价格强绑定，但赛力斯采 取'技术普惠'策略，通过一体化压铸工艺降低制造成本，使720°安全架构得以覆盖从问界M5到M9的全 系车型。 赛力斯还希望通过研发与制造环节的标准化，将安全能力沉淀为可复用的体系。赛力斯公布了一组数 据：超1100万公里测试里程、1300多个仿真场景验证，以及万吨级压铸工艺与100%自动化焊接。这与 特斯拉的超级工厂有异曲同工之处，前者以一体化压铸提升效率，后者则以模块化降低边际成本。 消费者对"安全即豪华"理念已经认同。杰兰路2024年研究显示，问界品牌发展信心指数与净推荐值 （NPS）双双登顶，问界M9更以88.4分位列新能源SUV车型NPS榜首。而在NEV-CACSI测评中，问界 M7、M5分别拿下混动中大型SUV用户满意度第一与纯电动中型SUV感知质量冠军。 不过，业内也有新的疑问，"全系标配安全"的策略虽能快速占领市场，也可能导致高端车型的差异化价 值被稀释，如何平衡技术普惠与品牌溢价，将是赛力斯下一阶段的关键课题。此外，智能化安全的复杂 性远超机械时代，涉 ...

第一财经每日精选最热门大公司动态，点击「听新闻」，一键收听。 【今日推荐】 余承东称"尚界"会"大爆" 4月23日，在上海车展上，华为常务董事、终端BG董事长余承东为上汽集团站台，并表示华为和上汽集 团一起打造的"尚界"品牌首款车上市后预计销量会"大爆"，要上汽集团准备好足够的产能。 欧盟对苹果开出5亿欧元罚单 爱奇艺杀入直播带货 4月23日，爱奇艺CEO龚宇表示，今日爱奇艺内容电商上线，内容会涉及爱奇艺的IP内容、艺人明星 等，主要是做直播带货，爱奇艺会员将是潜在最大的电商用户。 【科技圈】 英特尔与面壁智能建立战略合作伙伴关系 4月23日，英特尔与面壁智能签署合作备忘录。双方宣布达成战略级合作伙伴关系，旨在打造端侧原生 智能座舱。目前，双方已合作推出"英特尔&面壁智能车载大模型GUI智能体"。 4月23日，欧盟反垄断监管机构对苹果公司开出5亿欧元罚单，并对Meta公司开出2亿欧元罚单，这也是 欧盟首次在《数字市场法》的监管框架下对苹果等公司实施的制裁。此前，欧盟委员会对这些美国科技 公司是否遵守《数字市场法》进行了长达一年的调查。 马斯克公开反对美国关税！称擎天柱难产，特斯拉供应链受冲击 当地时间4月22 ...

英特尔与面壁智能签署合作备忘录。双方宣布达成战略级合作伙伴关系，旨在打造端侧原生智能座舱。 目前，双方已合作推出"英特尔&面壁智能车载大模型GUI智能体"。（证券时报） ...

Group 1: Shanghai Auto Show Overview - The 2025 Shanghai International Automobile Industry Exhibition is being held from April 23 to May 2, featuring nearly 1,000 exhibitors from 26 countries and regions, with a total exhibition area exceeding 360,000 square meters, marking a new high in scale [2] - The event will showcase over 100 new car launches, with brands like Xiaomi Auto, Hongmeng Zhixing, and NIO making their debut, while Korean brands Hyundai and Kia, as well as French brands Dongfeng Citroen and Dongfeng Peugeot, will be absent [2] - Total attendance is expected to exceed 906,000 from the previous event [2] Group 2: Focus on Intelligent Driving - Intelligent driving is a highlight of this year's exhibition, with more companies showcasing their technologies, but discussions around safety have increased following recent incidents and regulatory changes [3][8] - Companies like Xiaomi have shifted focus from intelligent driving to financial services, reducing emphasis on smart driving features in their presentations [3] - BYD has rebranded its advanced driving assistance system from "High-level Intelligent Driving" to "Driving Assistance" [5] Group 3: Regulatory Changes and Industry Response - The Ministry of Industry and Information Technology (MIIT) has issued guidelines to strengthen the management of intelligent connected vehicles, emphasizing corporate responsibility and safety management throughout the vehicle lifecycle [9][10] - A joint initiative by the China Automotive Industry Association and the China Automotive Engineering Society calls for the elimination of false advertising and over-marketing in the promotion of driving assistance technologies [11] - The penetration rate of L2 and above autonomous driving systems in passenger vehicles is projected to reach 55.7% in 2024, with expectations to approach 65% by 2025 [11] Group 4: Market Trends and Future Outlook - The global smart car market is projected to grow from $67.3 billion in 2023 to $265.7 billion by 2032, with electric smart cars accounting for a significant portion of this growth [26] - The automotive industry is transitioning from traditional mechanical components to battery, electric drive, and control systems, alongside the integration of intelligent software systems [26] - Companies are encouraged to enhance their global strategies and localize production and supply chains to adapt to changing international trade dynamics [27]

Group 1 - Huawei's CEO of Intelligent Automotive Solutions, Jin Yuzhi, stated that the urban intelligent driving assistance deployment will exceed 27 million units in the next three years, with nearly 4 million units expected by 2025 [1] - The current L2+ level driving assistance has entered a phase of mass production, and breakthroughs in urban scenarios will unlock the practical value of intelligent driving, transitioning from luxury high-end models to standard features in vehicles [1] Group 2 - Meituan has obtained the first nationwide operational qualification certificate for low-altitude logistics, allowing it to conduct regular commercial operations across China [2] - This certification will activate the multiplier effect of "instant logistics + low-altitude network," facilitating the transition of last-mile delivery from flat road networks to three-dimensional airspace [2] Group 3 - At the 137th Canton Fair, several domestic service robot manufacturers secured overseas orders, with deposits exceeding tens of millions of yuan, primarily from Europe [3] - The surge in orders for domestic service robots at the fair indicates that Chinese manufacturing is breaking into the global market through innovative applications [3]

每经记者 孙磊 每经实习编辑 余婷婷 4月22日，华为智能汽车解决方案BU（以下简称华为车BU）在华为乾崑智能技术发布会上发布了华为乾崑高阶智能驾驶辅助系统ADS 4（以下简称华为乾 崑智驾ADS 4）、HarmonySpace 5全新一代鸿蒙座舱车机操作系统等新产品和新技术。 图片来源：每经记者 孙磊 摄 值得一提的是，华为乾崑智驾ADS 4的高速L3商用解决方案同步亮相，"这为高速L3正式商用做好了准备。"华为智能汽车解决方案BU CEO靳玉志表示。据 悉，华为乾崑智驾ADS 4共有4个版本，具体包括ADS SE基础版、ADS Pro增强版、ADS Max超阶版、ADS Ultra旗舰版。其中，ADS Ultra旗舰版支持高速 L3级自动驾驶。 靳玉志表示："2025年，L3的商用能力开始具备。要实现从L2到L3的跨域并非易事，因此优先从相对简单的高速L3开始。虽然高速L3理论上简单一些，但还 是有一些难题需要克服。即使可能只有1%的难例场景，但为了高安全高可靠性，华为乾崑的研发技术团队还是会投入99%的精力去解决。" 图片来源：每经记者 孙磊 摄 在实际体验方面，华为乾崑智驾ADS 4还具备车位到车位P ...

Core Viewpoint - Huawei's Intelligent Automotive Solutions Business Unit CEO Jin Yuzhi has launched a safety initiative for intelligent assisted driving, emphasizing the importance of guiding consumer awareness through dimensions such as "technology first, transparent marketing, user-centric, and co-building standards" [1] Group 1 - The initiative aims to foster correct consumer perceptions regarding the safety of intelligent assisted driving [1] - The announcement was made during the Huawei Qian Kun Intelligent Technology Conference, where executives from 11 automotive companies collaborating with Huawei's automotive business unit were present [1]