Group 1 - The first Aggregated Intelligent Industry Development Conference (2025) was held in Wuhan, focusing on key issues in the development of the aggregated intelligent industry [1] - The conference discussed the integration of smart robots, low-altitude flight, and the automotive industry supply chain, as well as the development paths and industry division of smart robots [3] - The EAI100 committee aims to promote the collaborative development of smart vehicles, smart robots, and low-altitude flight, establishing a comprehensive service platform for the industry [5][6] Group 2 - As of September, EAI100 has over 110 expert and enterprise members covering all areas of the aggregated intelligent industry, including smart vehicles, smart robots, and low-altitude travel [6] - Future initiatives of EAI100 include research on key common issues, closed-door seminars on integrated management systems, and the establishment of international innovation centers [8]

Core Viewpoint - The court ruling emphasizes the importance of consumer rights to access driving data from smart vehicles, marking a significant step in addressing data ownership and usage rights in the digital age [1][2][3][4] Group 1: Court Ruling and Implications - The Beijing Daxing District People's Court ruled that Tesla must provide complete driving data from 30 minutes prior to an accident, reinforcing the consumer's right to know [1] - The case highlights the shift from traditional vehicle accident analysis to the necessity of considering driving data, which is crucial for understanding accident causes in smart connected vehicles [1][2] - The ruling serves as a judicial correction to the "data asymmetry" issue, where companies previously withheld critical data from consumers, thus protecting consumer rights [3] Group 2: Data Ownership and Consumer Rights - The case raises broader questions about data ownership, specifically whether data generated by user behavior belongs to the consumer or the company [2][3] - Current laws in China do not clearly define data ownership for smart devices, but existing regulations like the Civil Code and Personal Information Protection Law provide a foundation for consumer rights to information [2] - The ruling establishes that consumers have the right to access their driving behavior data, which is essential for their safety and property rights [3] Group 3: Future Considerations and Legislative Needs - The case is seen as a starting point for discussions on data governance, emphasizing the need for clearer data property rights and classification of vehicle data [3][4] - There is a call for legislative action to explore data property systems and to establish a third-party data storage platform to ensure fair data management and compliance for companies [3][4] - The ruling is positioned as a critical judicial precedent that could influence future legislation and governance in the smart automotive industry [4]

Core Insights - The automotive industry is evolving into a major "super terminal" for smart operating systems, alongside smartphones [1] - Huawei and BAIC Group are intensifying their collaboration, with plans to invest 20 billion yuan over three years to develop the "Xiangjie" brand [1][2] - The launch of the Xiangjie S9T marks a significant step in Huawei's automotive strategy, featuring advanced technologies and a strong market response [2][4] Group 1: Product Launch and Features - The Xiangjie S9T, launched on September 16, is equipped with Huawei's advanced driving and health technologies, with a starting price of 309,800 yuan [2] - The vehicle has received over 40,000 pre-orders, indicating strong market interest [2] - The Xiangjie factory is ramping up production, currently producing a new car every two minutes, with plans for further capacity expansion [2][3] Group 2: Strategic Collaboration - Huawei and BAIC are forming a dedicated team to integrate their operations across research, manufacturing, and marketing [3] - The partnership aims to create a seamless experience under the Xiangjie brand, eliminating distinctions between Huawei and BAIC [3] - Other automakers, such as Chery, are also deepening their collaboration with Huawei, indicating a broader trend in the industry [3] Group 3: Market Performance and Expansion - In August, the delivery of new vehicles from Hongmeng Zhixing reached 44,579 units, with total deliveries surpassing 900,000 [4] - The delivery rate is accelerating, with expectations to exceed one million units by late October or early November [4] - The overall average transaction price for vehicles in this segment is 380,000 yuan [4] Group 4: Ecosystem Development - The expansion of the Hongmeng ecosystem is being driven by the automotive sector, with a focus on integrating various devices and applications [5] - As of July 30, the number of devices running on Hongmeng 5 surpassed 10 million, with smartphones being the primary driver [5] - The ecosystem's growth is contingent on the richness of applications, with a target of 100,000 applications by 2025 [6]

Core Insights - The speech by Zhang Yongwei at the first Aggregated Intelligent Industry Development Conference emphasizes that "aggregated thinking" will be the core driving force for industrial breakthroughs, with collaborative and shared industrial chains as key pillars for achieving synergistic development [1][6] - The "three major components" (smart cars, embodied robots, and low-altitude economy) are highlighted as new engines for economic growth and overseas market expansion, succeeding the "new three samples" (electric vehicles, power batteries, and photovoltaics) [3][6] Summary by Sections Aggregated Thinking and Industrial Revolution - Aggregated thinking is identified as a hallmark of the Fourth Industrial Revolution, contrasting with the single-core dynamics of previous revolutions. Technologies like new energy and artificial intelligence are accelerating integration, necessitating a shift from single-industry thinking to cross-industry aggregated thinking [2][4] Synergy in the Three Major Components - The three major components exhibit deep coupling in three aspects: 1. Shared technology base, with AI as the core technology for smart cars, robots, and low-altitude vehicles [2] 2. Over 60% supply chain overlap among the three fields, indicating a shared industrial chain [3] 3. Emerging integrated applications and infrastructure, with interwoven application scenarios [2][3] Market Potential and Economic Impact - The global market for core components of smart vehicles (excluding complete vehicles) is projected to exceed $100 billion by 2025, with China accounting for over 50%, approximately $50 billion. By the end of the 14th Five-Year Plan, the market for smart driving components and systems is expected to double to over $200 billion, with China potentially reaching $100 billion [3][6] Development Paths for the Industry - Four development paths are proposed to deepen the synergy among the three major components: 1. Strengthening manufacturing advantages to accelerate cost reduction, aiming to lower robot prices from millions to between 100,000 and 200,000 yuan within five years [5] 2. Encouraging cross-industry expansion and supply chain collaboration, exemplified by Tesla's robot supply chain [5] 3. Expanding into international markets to seize blue ocean opportunities, particularly in the robot sector where trade barriers are minimal [5][6] 4. Innovating governance mechanisms to break down silos and promote integrated planning and policy adaptation across the three fields [6] Conclusion - The integration of smart cars, embodied robots, and low-altitude economy represents a significant opportunity for China to seize a competitive edge in the Fourth Industrial Revolution. By leveraging aggregated thinking and focusing on shared industrial chains, the country aims to create unique advantages in the aggregated intelligent industry, driving high-quality economic development [6]

此次认证的核心支撑，正是依托光启技术的航空航天级紧缩场检验检测技术，通过专业的航空航天级测 试场地，以及高精度多维度转台，全方位模拟通信场；超过1万个角度的信号验证，全面评估了华为 S9T在复杂场景下的精准测试，最终为享界S9T提供了覆盖全面的通信性能评估，成为其斩获S级认证的 关键。 在"车路云一体化"的新浪潮中，光启技术以超材料技术为引擎，不仅为自己锻造出强劲的第二增长曲 线，更推动中国智能汽车产业在全球标准争夺战中率先突围。从服务尖端装备的"护航者"到定义智能汽 车检测规则的"车规考官"，从技术跟随者到标准引领者，这场由超材料驱动的"产业赋能"，正为中国智 能汽车的未来注入强劲动能，加速驶向全球创新高地。 本报讯(记者李雯珊)9月16日，华为年度重磅车型享界S9T正式亮相，以"全球首个整车通信性能S级认 证"引发行业震动——其通信性能通过光启技术（002625）股份有限公司(以下简称"光启技术")与中国汽 车技术研究中心有限公司(以下简称"中汽中心")基于联合成立的"汽车紧缩场联合创新实验室"的验证结 果。这一认证标志着智能网联汽车通信性能测试迈入"紧缩场标准"新纪元，折射出中国超材料技术从尖 端装备向 ...

Core Insights - The automotive industry is evolving into a major platform for smart operating systems, alongside smartphones, with Huawei's Harmony OS gaining traction in this space [2][5] - Huawei and BAIC Group are intensifying their collaboration, with plans to invest 20 billion yuan over three years to develop the "Xiangjie" brand [2][4] Group 1: Product Launch and Features - The Xiangjie S9T, Huawei's first travel car, was officially launched on September 16, featuring advanced technologies such as Huawei's QianKun Intelligent Driving ADS 4 and the new Tuling platform [3][4] - The starting price for the Xiangjie S9T is set at 309,800 yuan, with over 40,000 pre-orders already received [3][6] Group 2: Production and Delivery - The Xiangjie factory in Beijing is currently ramping up production, with a goal of doubling its output, currently producing a new car every two minutes [3][4] - As of September 16, the total delivery of Harmony OS vehicles has surpassed 930,000 units, with expectations to exceed one million by late October to early November [6][8] Group 3: Ecosystem Expansion - The Harmony OS ecosystem is expanding rapidly, with over 90,000 vehicles delivered in August alone, and an average transaction price of 380,000 yuan [5][6] - Huawei's collaboration with multiple automakers, including Chery and Geely, has resulted in the establishment of five brands under the Harmony OS ecosystem [5][6] Group 4: Market Position and Strategy - Huawei's smartphone market share has rebounded, with Q2 2023 shipments reaching 12.5 million units, capturing an 18.1% share of the Chinese market [7][8] - The company aims to enhance the richness of its application ecosystem, targeting 100,000 applications by 2025 as a sign of maturity [8]

近日，有媒体报道称，华为将于年内推出一种与车企合作的全新模式。鉴于华为在汽车行业日益扩 大的影响力，以及问界品牌取得的市场成功，这一消息迅速引发业内广泛关注。 目前，华为在汽车领域主要扮演3类角色：一是作为传统一级零部件供应商（Tier 1）；二是通过HI模式 （Huawei Inside），提供智能驾驶、智能座舱等全栈解决方案，并深入参与车型研发；三是鸿蒙智行模 式，整合车企资源，主导产品定义与终端销售。 而即将亮相的新模式，与上述三者均不相同。据多方信源透露，该模式强调从产品设计起点即实现协 同，在开发的工程化阶段便开始深度融合。车企仍主导品牌与销售，但华为将在底层架构、开发节奏与 生态接入等方面拥有更高参与度。它不再是简单的模块化集成，而是架构、数据与运营层面的体系化融 合，贯穿产品全生命周期，可视为华为与车企间一种"新型深度绑定"。 尽管华为官方尚未对外确认这一模式，但已有合作车企透露端倪。岚图汽车首席执行官卢放表示，正与 华为共同探索"HI Plus"模式——或在HI模式基础上进一步升级。据悉，岚图与华为研发团队已实现紧密 协作与资源共享。阿维塔科技也透露，其与华为正在推进HI Plus模式合作，联 ...

Group 1 - The Hong Kong stock market is experiencing significant capital inflow, with Tianhong Fund announcing the establishment of the Tianhong Guozheng Hong Kong Stock Connect Technology Index Fund, raising over 2.5 billion yuan [1] - The fund manager highlighted three advantages of investing in Hong Kong's technology sector: scarcity of quality tech companies not covered by A-shares, valuation advantage with the index at around the 30th percentile over the past five years, and strong capital support from southbound funds [1][2] - Southbound funds have seen nearly 1 trillion Hong Kong dollars in net purchases this year, and expectations of interest rate cuts by the Federal Reserve may further improve liquidity in the Hong Kong market [1] Group 2 - The Tianhong Guozheng Hong Kong Stock Connect Technology Index Fund tracks 30 representative technology leaders across high-growth sectors such as the internet, electronics, communications, biotechnology, and smart vehicles, with a higher weight limit of 15% for constituent stocks [2]

Core Viewpoint - The article discusses the transition of automotive electronics from a "multi-ECU distributed" architecture to a "centralized" one, highlighting the benefits of reduced hardware and concentrated resources, while also addressing the risks of potential interference between functions of different safety levels on the same computing platform [8][9]. Group 1: Background and Objectives - The shift to centralized architecture increases the risk of "safety crosstalk," where one function may inadvertently alter another's data, potentially leading to malfunctions [9]. - The goal of the intelligent vehicle control OS is to establish clear spatial and permission boundaries for integrated functions, ensuring stable coexistence of different safety levels on the same platform [10]. Group 2: Key Features of the Isolation Framework - The intelligent vehicle control OS introduces a lightweight safety isolation framework that emphasizes three main features: hard isolation, low overhead, and fast recovery [10]. - Hard isolation involves a multi-dimensional memory mapping and fine-grained isolation mechanism that utilizes hardware Memory Protection Units (MPU) to protect application tasks and data [12][25]. - Low overhead is achieved through a lightweight synchronous remote call mechanism that decouples memory access domain switching from task scheduling, allowing for efficient inter-application communication with minimal latency [15][18]. - Fast recovery is facilitated by a fault detection and recovery mechanism that allows for independent reset of isolated units without affecting other applications, thus maintaining system stability [19][30]. Group 3: Technical Solutions - The lightweight software decoupling framework supports spatial isolation mechanisms across cores, system software, and application layers, balancing safety and resource efficiency [22][24]. - The multi-dimensional layered memory mapping allows for precise data allocation and classification based on ownership, functionality, and software hierarchy [25][27]. - The high-performance communication mechanism ensures that calls between isolated functional units maintain task context and minimize resource consumption [28][30]. Group 4: Practical Implementation - The article mentions practical demonstrations using TC397 or E3650 development boards, showcasing the collaborative effects of hard isolation, low overhead communication, and fast recovery in real deployment scenarios [37]. - The recovery process involves a series of steps from fault detection to resource cleanup and application restart, ensuring that unaffected applications continue to operate normally [38]. Group 5: Conclusion - The intelligent vehicle control OS effectively addresses the challenges of crosstalk and real-time performance in centralized vehicle control by implementing a lightweight safety isolation framework, achieving a balance between safety and efficiency [40].

Core Insights - Huawei's HarmonyOS has delivered a total of 930,000 vehicles as of September 16, with expectations to surpass 1 million deliveries by October [1] Group 1 - Huawei's Executive Director and CEO of Terminal BG, Yu Chengdong, announced the delivery figures during the launch of the new S9T product on September 16 [1]