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]

新京报贝壳财经讯（记者韦博雅）4月22日，华为车BU正式发布乾崑ADS 4高速L3商用解决方案。华为 智能汽车解决方案BU CEO靳玉志介绍，华为乾崑智驾ADS 4实现架构升级、安全升级、体验升级以及 产业升级。 在架构方面，ADS 4采用了全新的WEWA架构，在云端采用世界引擎World Engine，利用扩散生成模型 技术，可以生成各种平时人类司机开车很少遇到的难例场景，如鬼探头、前车急刹等，"从人教AI到AI 教AI。"在车端，华为打造了World Action Model世界行为模型，传感器、雷达、麦克风等"视觉、听 觉、触觉"的数据将会用来训练这一模型，而这一模型将为司机提供信息，并生成轨迹来控制车辆，提 供更安心的驾驶体验。 靳玉志表示，WEWA架构是一个全新的面向自动驾驶的架构。相比ADS上一代架构，ADS 4端到端时延 降低了50%，反应更快，变道更丝滑；无效变道次数减少，通行效率提升20%，重刹率降低30%。 此次在运动控制上，华为数字底盘引擎XMC也迎来升级，实现车身、电机、悬架、转向、制动和热管 理6合1全域融合。 在安全方面，从CAS 3.0升级为全维防碰撞系统CAS 4.0，以"全时 ...

Core Insights - Huawei's QianKun technology conference highlighted the company's significant investment in smart automotive solutions, with over 10 billion yuan allocated for R&D in 2024 and a workforce of 8,000 researchers [1] - The QianKun brand aims to integrate Huawei's 30 years of ICT experience into smart driving solutions, with over 80% of domestic automakers choosing Huawei's technology [1][2] - The launch of the ADS4 system marks an upgrade to a comprehensive collision avoidance system, enhancing active safety features across various driving conditions [1][2] Group 1 - Huawei's QianKun has partnered with over 22 vehicle models, covering various powertrains including electric, hybrid, and fuel vehicles [1] - The projected urban intelligent driving assistance deployment is expected to reach nearly 4 million vehicles by 2025, with over 27 million in the next three years [1] - The ADS4 system introduces a five-dimensional safety approach, focusing on all-speed, all-direction, all-target, all-weather, and all-scenario safety [1] Group 2 - The integration of QianKun ADS with the XMC enhances AEB capabilities, allowing for stable braking on varying road surfaces at speeds of 80 km/h [2] - The WEWA architecture represents a shift from human-centric learning to AI-driven learning, enabling the system to generate complex driving scenarios for training [2][3] - The ADS4 system's improvements include a 50% reduction in end-to-end latency, a 20% increase in traffic efficiency, and a 30% decrease in harsh braking incidents [3]

Core Insights - Huawei's Intelligent Automotive Solutions Business Unit (BU) plans to invest over 10 billion yuan in R&D for 2024, employing 8,000 R&D personnel [1] - The company has collaborated on over 22 vehicle models, covering various segments including mid-to-high-end, pure electric, range-extended, hybrid, and fuel vehicles, as well as multiple vehicle types such as sedans, SUVs, MPVs, and off-road vehicles [1] - More than 80% of domestic automakers have chosen Huawei's QianKun technology, indicating a strong market presence, with new vehicles featuring QianKun components expected to be released frequently [1]

Core Insights - Huawei's CEO of Intelligent Automotive Solutions, Jin Yuzhi, stated that over 80% of domestic automakers have chosen Huawei's QianKun system for their vehicles [1] - The expected number of urban intelligent driving assistance systems installed in vehicles will approach 4 million by 2025 [1] - In the next three years, the total installation of urban intelligent driving assistance systems is projected to exceed 27 million [1]

华为 智能汽车解决方案BU CEO靳玉志今日宣布，华为乾崑新一代组合驾驶辅助系统ADS 4正式发布， 带来架构、安全、体验的全面升级。靳玉志同时表示，截至目前已有22款合作车型上市，覆盖15万元以 上中高端车型，包括纯电、增程、混动及燃油等类型。（记者 张屹鹏） ...

本报讯 （记者张文湘 见习记者占健宇）4月21日，普华永道联合上海现代服务业联合会共同发布《2025上海智能汽车发展 白皮书》。白皮书显示，上海目前已经搭建起"4+N"汽车工业服务集群的产业格局，即"4个智能制造集群"和"N个工业服务集 群"，涵盖生产制造、研发创新、区域辐射、国际交流、文化生活和产业投资等领域。 普华永道中国汽车行业主管合伙人金军表示，在科技呈指数级发展的当下，汽车产业始终是上海经济发展的支柱产业。依 托上海"4+N"汽车产业格局，上海汽车产业形成了以产业集群化发展为根基、以人才聚集和科技创新为驱动、以区域辐射和全 球多元化发展为助推、以文化传承和资本赋能为支撑的产业发展特征，在高质量高水平建设"世界汽车之都"的同时，进一步推 动了行业的变革与发展。 上海现代服务业联合会汽车产业金融服务专委会秘书长沈颐辰指出，当下，智能驾驶与智慧交通正推动出行方式发生变 革，汽车产业不再局限于单纯制造，而是朝着更广阔领域迈进。作为跨行业、跨领域的综合性枢纽型组织，上海现代服务业联 合会将继续构筑平台、汇聚资源，在产业生态建设中持续发挥关键作用，助力上海智能汽车产业迈向"全球汽车之都"。 （编辑 张昕） 其中 ...