（原标题：手握最强AI大脑，千里科技打响智能汽车"含模量"战役） 1月26日，大模型领军企业阶跃星辰正式官宣，由印奇出任公司董事长 。这一任命不仅标志着这位跨越 AI双时代的领军人物正式完成其"AI+终端"的战略拼图，更预示着中国版"AI+终端"航母已然起航，加 速推动大模型能力向物理世界的深度渗透 。 据了解，阶跃星辰已顺利完成近50亿人民币的B+轮融资，资金将倾力投入全球领先的基座模型研发， 旨在通过终端Agent的落地，探索AI与硬件融合的新形态。印奇此番同时掌舵阶跃星辰与千里科技，不 仅是两家企业的深度战略接轨，更意味着一个打通底层算法到规模化应用的全链路"Physical AI"体系正 式成型 。 从传感器研究到Physical AI的战略合围 印奇的创业叙事，是一场关于"Physical AI"的长期主义长征。从2011年创办旷视科技起，他便坚持AI的 终极价值在于对物理世界的重构。在早期算法为王的时代，他逆流而上，主张算法必须依附于硬件载体 方能转化为商业价值。从清华姚班到哥大博士，这种"让AI作用于现实"的思维火种始终闪耀。 生态进化，以"含模量"构建差异化技术护城河 "千里+阶跃"战略闭环的 ...

Sales Performance - In July, the total passenger car sales reached 1.843 million units, a year-on-year increase of 1.5% but a month-on-month decrease of 13.9% [4] - The new energy vehicle (NEV) market saw sales of approximately 976,000 units, up 10.5% year-on-year but down 12.1% month-on-month, slightly outperforming the overall market [4] - NEVs accounted for 53.0% of total passenger car sales in July, an increase of 1.1% from the previous month and up 4.3% from the same month last year [4] New Energy Market Overview - Pure electric vehicle sales were about 611,000 units, a year-on-year increase of 25.0% but a month-on-month decrease of 9.6%; plug-in hybrid sales were approximately 365,000 units, down 7.5% year-on-year and down 15.8% month-on-month [9] - Cumulative sales of NEVs reached 6.25 million units by 2025, with a year-on-year increase of 27.2% [9] Top Cities for NEV Sales - The top 10 cities accounted for 25.5% of NEV sales, a slight decrease from 25.9% the previous month; the top three cities were Beijing, Chengdu, and Shanghai [10] - All top 10 cities had NEV penetration rates exceeding 50%, with Shenzhen leading at 66.2%, followed by Ningbo at 64.0% and Wuhan at 62.1% [10] Pure Electric Market Analysis - In July, the top three segments for pure electric vehicles were A0 class (18.4%), B-SUV (15.0%), and A-SUV (15.0%); the C-SUV segment saw a notable increase in market share from 2.9% to 6.2% year-on-year [15] - The personal user share in the pure electric market was 86.6%, a year-on-year increase of 37.2%, while the share of unit users was 5.5%, down 19.7% [16] Industry Dynamics - In July, significant events included Volkswagen's additional investment in Rivian, Tesla's first successful autonomous driving delivery, and the launch of Geely's new electric hybrid architecture [19][20][22] - BYD announced the launch of a car connectivity feature across all its brands, enhancing compatibility with major smartphone brands [22][23] - BMW partnered with Momenta to develop a new generation of intelligent driving assistance solutions, focusing on a model that simulates human brain processing [24] Policy Developments - The National Development and Reform Commission, along with other departments, issued a notice to promote the scientific planning and construction of high-power charging facilities, aiming to optimize the charging infrastructure network [27]

Core Insights - AI is transitioning from "passive execution" to "active thinking," with the WAIC conference highlighting the emergence of intelligent agents as a key trend, leading many to predict 2025 as the "year of intelligent agents" [1][4][7] Group 1: Industry Developments - The WAIC showcased a high density of new intelligent agent products, with companies like Pokee.ai emphasizing China's role in defining global AI standards rather than merely catching up [1][4] - The intelligent agent market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [4] - Companies are focusing on creating AI infrastructures that support the efficient development and operation of intelligent agents, moving beyond traditional data management [4][5] Group 2: Product Innovations - Starry Sky and Geely Automotive launched the next-generation intelligent cockpit Agent OS, enhancing user interaction and evolving the role of cars from mere tools to partners [1] - Various companies demonstrated innovative AI applications, such as Starry Sky's AI industry Q&A agent that reduces development time from weeks to minutes, and Mido's V Assistant 2.0, which improves data relevance by 3.7 times [2] - China Mobile introduced the Lingxi 2.0 intelligent agent, capable of making restaurant recommendations and managing social events autonomously [3] Group 3: Strategic Insights - The integration of AI and data is reshaping competitive dynamics, with a shift from data management to intelligent agent operations being crucial for future success [5][6] - The rise of intelligent agents signifies a transition from AI as a tool to AI as a collaborator, driven by cost reduction pressures and user demand for personalized interactions [5][6] - Experts predict that 2025 will mark a significant acceleration in AI application deployment, particularly in B2B sectors, with a focus on specialized intelligent agents [6][7]