近日，四维图新（002405）宣布，其基于地平线征程 6B芯片研发的下一代辅助驾驶系统方案已完成底 层平台开发，正式进入客户行泊一体量产项目的联合研发阶段，预计2026年第二季度实现量产。 这标志着四维图新成为行业首批获得地平线征程 6B芯片并开启工程化落地的新型Tier1供应商，彰显其 辅助驾驶全栈解决方案的领先工程化能力和技术落地的高效执行力。 基于征程 6B方案实现技术突破，构建安全与体验双优解 截至目前，四维图新辅助驾驶产品出货量超过100万套，新增定点突破360万套。此次基于征程 6B的新 一代方案将进一步丰富四维图新辅助驾驶产品矩阵，为市场提供全新、更具竞争力的极致性价比辅助驾 驶解决方案。 展望未来，四维图新表示，将继续通过算法快速迭代、数据闭环创新、成本结构优化，打磨真正安全可 靠、极致性价比的辅助驾驶范式，加速辅助驾驶平权，助力车企构筑"全栈可控"的发展基石和智能化转 型的核心竞争力。 四维图新2025年上半年，实现营收17.61亿元，同比增长5.62%。智驾业务围绕三大核心方向进展颇丰， 推出AI新基建服务架构，获订单并服务头部车厂。(燕云) 依托在地平线既有芯片平台的先验研发和量产经验， ...

Core Insights - Company Zhonghaidah announced on August 25 that its Inertial Measurement Unit (IMU) products successfully secured a designated project from a subsidiary of Geely, supporting the "Qianli Haohan" intelligent driving platform with positioning and attitude technology [2] - The company’s high-precision business for intelligent driving has smoothly entered mass production, leading to a release of factory capacity and a year-on-year revenue growth of over 100% [2] - As of the first half of 2025, the company’s IMU products, high-precision positioning antennas, vehicle-mounted combined antennas (4G/5G + GNSS), and high-precision positioning algorithm engine SDK have maintained large-scale deliveries in mass production models for major automakers including Geely, Xiaopeng, SAIC, Great Wall, Dongfeng, and FAW [2] - The company is actively exploring the development of state space models, data sensors, and algorithms to expand into emerging application scenarios [2] - Additionally, the company has successfully secured IMU product designations from two domestic embodied intelligent robot companies, with related products already delivered in small batches, laying a solid foundation for the application of its technology in embodied intelligence scenarios [2]

Group 1 - Automotive parts stocks saw significant gains, with Minth Group rising 7.11% to HKD 34.64, Nexperia up 6.16% to HKD 6.89, and Delta Electronics increasing 5.27% to HKD 28.74 [1] - The China Passenger Car Association reported a clear seasonal downturn in the car market for July, influenced by sales overreach in June and temporary subsidy interruptions in some regions [1] - The central government has allocated an additional RMB 68 billion in subsidies, which is expected to help the market recover and transition towards peak season by late August [1] Group 2 - Domestic market trends indicate that all BYD models will feature advanced driving capabilities, with models priced around RMB 200,000 expected to be a major growth area for high-level driving assistance [1] - Tesla's Full Self-Driving (FSD) has surpassed 3 billion miles in cumulative mileage, with the V13 version achieving parking-to-parking functionality, indicating rapid growth in AI computing power for model training [1] - The industry outlook is positive for domains such as intelligent driving domain control, cockpit domain control, and steer-by-wire chassis, which are expected to see significant growth potential [1]

来源：环球网 四维图新表示，未来公司重点将围绕算法迭代、数据闭环构建与成本结构优化，持续提升辅助驾驶系统 的可靠性与性价比，助力合作车企实现核心技术能力的"全栈可控"。有评论认为，在智能驾驶竞争逐渐 进入规模化、平民化阶段的背景下，四维图新这类兼具软件算法、硬件整合与量产经验的供应商，将在 行业格局重构过程中扮演关键角色。 近日，四维图新基于地平线征程®6B芯片研发的下一代辅助驾驶系统已顺利完成底层平台开发，并进入 与客户共同推进的量产项目联合研发阶段。 ...

Core Insights - Youjia Innovation (2431.HK) reported a record high mid-year performance for 2025, with revenue reaching 346 million yuan, a year-on-year increase of 46.1% [2] - The gross profit was 52 million yuan, with a gross margin rising to 15% [2] - The smart driving business generated 241 million yuan, accounting for nearly 70% of total revenue [2] - Revenue from smart cockpit increased significantly by 99% year-on-year [2] - The L4 autonomous driving business achieved a breakthrough with revenue in the million-level range, becoming a new growth engine for the company [2]

Core Viewpoint - Horizon has launched its most significant upgrade of the high-performance urban auxiliary driving product HSD, which is recognized as the "most Tesla-like FSD system" in China, enhancing safety, efficiency, and comfort in driving [3][5]. Group 1: Product Development and Features - HSD is built on the Journey 6P platform, achieving ultra-low latency from "photon input to trajectory output" and introducing reinforcement learning for maximizing model potential [8]. - The product covers various driving scenarios, including urban areas, highways, rural roads, and parking lots, and can handle complex driving tasks without relying on memory mapping [3][5]. - Horizon has established cooperation intentions with nearly 10 global automotive brands, with the first mass production set to be launched on Chery's Exeed Star Era E05 [3][5]. Group 2: Market Trends and Growth - The high-level auxiliary driving technology is transitioning from validation to large-scale adoption, with 902,200 new cars equipped with urban NOA delivered in China in the first five months of the year, marking a 152.5% year-on-year increase [5]. - Horizon has achieved over 8 million sets of front-mounted mass production shipments and over 200 mass-produced vehicle models as of the end of Q1 this year [16]. Group 3: Strategic Vision and Competitive Edge - The founder and CEO of Horizon emphasizes the importance of continuous technological iteration and the launch of high-performance products to maintain market leadership [16]. - Horizon's strategy of "soft and hard integration" has allowed it to achieve over 1000 times improvement in computing performance over the past decade, supporting the mass production of over 10 computing solutions [19][21]. - The company aims to become a leading player in the high-level auxiliary driving market, leveraging its unique position as a "full-stack soft and hard technology enterprise" with extensive practical experience [23].

Core Insights - The article highlights the successful growth strategies of companies like Xiaomi and Youjia Innovation, emphasizing their ability to diversify and innovate to navigate competitive landscapes [1][2][8] - Youjia Innovation's recent financial performance indicates a strong revenue growth and the establishment of new business segments, particularly in intelligent driving and smart cockpit solutions [3][10] Financial Performance - In the first half of 2025, Youjia Innovation reported revenues of 346 million RMB, a 46.1% increase year-on-year, with a gross profit of 52 million RMB and a gross margin of 15% [3][4] - The intelligent driving solutions segment generated 241 million RMB, accounting for 69.8% of total revenue, while the smart cockpit solutions segment saw a remarkable 99% growth, reaching 61 million RMB [4][5] Business Segments - Youjia's core business segments include intelligent driving solutions, smart cockpit solutions, and vehicle-road collaboration, with significant revenue increases across all areas [3][4] - The L4 autonomous driving solutions, particularly the iRobo solution, have begun to commercialize, contributing over 10 million RMB in revenue within six months [5][10] Strategic Development - The company has adopted a flexible strategy, allowing it to pivot into new markets such as smart cockpits and vehicle-road collaboration, mirroring Xiaomi's approach [9][10] - Youjia Innovation's R&D expenses increased by over 50% in the first half of the year, indicating a strong commitment to innovation and development in high-end driving assistance and L4 autonomous driving technologies [9][10] Market Expansion - Youjia Innovation has successfully entered international markets, with its solutions being adopted by various OEMs for export models targeting regions like the EU, Australia, and Mexico [6][7] - The company has secured 18 new project contracts in the first half of the year, bringing the total to 42 OEMs for product delivery [7][10] Future Outlook - Analysts are optimistic about Youjia Innovation's potential to significantly reduce losses in the coming year and achieve profitability by 2027, supported by a low debt ratio and sufficient cash reserves [10]

智通财经APP获悉，随着汽车领域的加速智能化，辅助驾驶已从"遥遥领先"的高科技命题落地为"人人可享"的全民体验，并逐步从"功能时代"迈入"体验时 代"。作为这一浪潮背后的核心推动者，近日，地平线(09660)重磅推出HSD(Horizon SuperDrive️™)有史以来升级最大的版本，新版本基于业内领先的一段式 端到端架构和强化学习能力，为用户带来专车司机般丝滑、拟人、可信赖的全场景辅助驾驶体验。 "传统的两段式端到端、一段式端到端+规则后处理等混合式架构采用横纵向解耦，导致系统模块增多、整体响应延迟增加、信息传递损失等难题。地平线 HSD打造真正的一段式端到端，有很强的防御性驾驶能力，和专业司机开得非常像，推动辅助驾驶迎来拟人化体验拐点。"地平线副总裁、战略部&智驾产 品规划与市场部负责人吕鹏表示。 技术升级：打造"一段式端到端+强化学习"领先架构 地平线副总裁，战略部&智驾产品规划与市场部负责人吕鹏在媒体沟通会上讲话 "一段式端到端+强化学习"的领先架构是此次HSD升级的最大亮点。得益于真正的一段式端到端，HSD实现从光子输入到轨迹输出，保持超低时延，防御驾 驶，横纵合一的丝滑，大幅提升辅助驾驶的安全 ...

根据市场公开信息及8月22日披露的机构调研信息，知名私募源乐晟资产近期对2家上市公司进行了调 研，相关名单如下： 1）华测检测 （源乐晟资产管理参与公司业绩说明会） 调研纪要：公司今年海外并购节奏加快，签约越南 Openview、欧洲 Emicert、南非 Safety SA，推进国 际化战略，目标提升海外业务收入占比。食品板块增长得益于'123战略'、大客户策略、国际化布局和 创新投入。消费品板块增长来自多个细分领域，德国易马二季度好转，全年有望延续良好态势。公司看 好芯片半导体发展潜力，已完成核心管理团队优化，FA与MA能力建设完成，收入较去年同期提升。医 药医学行业开始修复，CRO业务签单较好，生物安全业务增长强劲，医疗器械业务加大投资。环境检 测板块上半年受三普业务高基数影响，剔除后收入实现双位数增长，下半年有望恢复性增长。现金流改 善得益于加强收款工作和政府政策支持，预计全年收款情况将持续改善。毛利率提升依赖规模经济效应 和技术升级，计划提高设备利用率和引入新技术。公司通过开发新服务、进入竞争较少领域应对价格压 力，构建长效发展体系。 调研纪要：2025年上半年智能驾驶行业呈现技术下沉、I 驱动、政 ...

智能驾驶十年老兵，走过四家公司，搞过芯片做过量产，写写行业新鲜事。 期待刻录AI发展的重点时刻。 以下文章来源于蚀刻AiTech ，作者蚀刻团队 蚀刻AiTech . 作者 | 蚀刻团队 来源 | 蚀刻AiTech 原文链接： 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 某头部智驾算法方案商Z，被某央企主机厂控股投资事宜已经确定，目前只待官宣；同时，据可靠消息人士透露，该头部智驾算法方案商，正基于地平线平台开发方案， 前期主推J6 E/M。如此，地平线生态迎来"最重磅"算法方案商加持。 业界早有传闻，某头部智驾算法方案商Z，在与某央企主机厂商议战略投资控股事宜。 据悉双方自2024年就已经开始协商，方案始终未能敲定。2025年，算法商Z先后宣布获另两家国资主机厂的投资，使得此前的"某央企主机厂将战略控股"一事更加扑朔迷 离，引得业界广泛关注。 我们独家获悉，近日，该头部智驾算法方案商，被前述央企主机厂控股投资的方案，已经于相关部门审批通过，目前只待官宣。 此番战投 ...