2025年智能驾驶赛道热度持续飙升，近期特斯拉放出震撼消息，一辆 Model Y 从得州超级工厂出发， 全程 30 分钟，最高时速 115 公里，实现完全无人驾驶且无远端操控，自主交付到车主家门口。马斯克 强调这是 "史上首次在公共高速公路上的全无人驾驶交付"，车主随机入选的设定，更凸显技术成熟 度。 "千里智驾1.0"发布 行业布局加速 这一突破引发行业震动，小米董事长雷军也发声肯定 "特斯拉在 FSD（自动驾驶）领域引领趋势"。特 斯拉的技术落地，再一次推动了车企加速技术迭代与商业化探索。 这一系列动作，一方面借助重庆本地产业资源，巩固 "AI + 车"的战略根基，加速技术商业化；另一方 面，以独立Tier 1供应商的定位，打破单一合作模式，既深度协同吉利，又面向全行业开放，推动重庆 世界级智能网联新能源汽车产业集群建设，还将推动产业价值链向 AI 算法升级。 当前，智能驾驶赛道进入"技术攻坚+生态构建"的关键期。千里科技以"方案迭代+合资落地"双轮驱动， 夯实区域"AI+车"生态。 正如千里科技联席总裁王军表示："AI化正在持续引领智能汽车产业的变革。我们希望通过从技术到产 业链'一横一纵'的全面整合， ...

由千里科技、吉利等多方联合组建的智驾合资公司传来新的进展。 "千里智驾"落子重庆，远不止资本层面的布局。就在合资公司完成注册的关键步骤前，千里科技智驾路 线图已在重庆亮相。6月23日，千里科技在重庆正式发布了面向 L2+级的智能辅助驾驶解决方案——千 里智驾1.0，并公布了面向 L3级、L4级的智能驾驶产品路线图。同时，公司还介绍了与合作伙伴——阶 跃星辰联合研发的千里智驾 RLM 大模型（Reinforcement Learning based Multimodal），以及在打造以 AI Agent 为核心的下一代智能座舱产品方案的最新进展。这一系列动作也标志着重庆在智能驾驶产业的 关键布局。 的千里智驾1.0方案的三个版本。目前，千里智驾1.0解决方案已在客户多款车型上搭载，真正实现了"发 布即上车"。 此外，千里科技进一步披露了面向L3级、L4级别智驾方案的全景路线图。根据规划，千里科技将在未 来六个月内发布L3级别智驾方案——千里智驾2.0。在2026年下半年，计划推出面向 Robotaxi 场景的L4 级智驾方案——千里智驾3.0。随着产品方案的不断迭代，千里科技致力于打造真正可托付的智驾解决 方案 ...

Core Viewpoint - The article discusses the transformation of Qianli Technology from a bankrupt company to a potential leader in the automotive industry, aiming to become the "second Huawei" with the recent appointment of Wang Jun from Huawei's automotive division [2][4][6]. Group 1: Company Transformation - Qianli Technology, formerly known as Lifan Technology, underwent a significant transformation after its bankruptcy in 2020, with strategic investments from Geely and other partners leading to a turnaround [4][5]. - The company aims to pivot towards an "AI + car" strategy, emphasizing the integration of artificial intelligence in its automotive solutions [6][7]. - The establishment of Chongqing Qianli Intelligent Driving Co., Ltd. in 2024, in collaboration with Geely and other automotive firms, is seen as a move to create a platform similar to Huawei's Yiyang [9][10]. Group 2: Leadership and Strategic Direction - Wang Jun's appointment as co-president of Qianli Technology is pivotal, given his experience in leading Huawei's automotive solutions and partnerships with major car manufacturers [2][11]. - The company is focusing on developing a comprehensive intelligent driving solution, with plans to support various vehicle manufacturers through its platform [9][10]. - Qianli Technology's strategy includes a dual focus on terminal and technology businesses, aiming for both domestic and international growth [6][7]. Group 3: Market Position and Challenges - Despite the ambitious goals, analysts express skepticism about Qianli Technology's ability to replicate Huawei's success due to differences in scale and market presence [11][12]. - The competitive landscape in the intelligent driving sector is dominated by established players like Huawei and Momenta, which hold a significant market share [10][11]. - Concerns exist regarding the willingness of other automotive companies to collaborate with Qianli Technology, given Geely's dominant role in the partnership [11][12].

汽车行业资深分析师叶正平对经济观察报表示，这一阶段力帆汽车的发展属于典型的"资产盘活"模式。吉利作为中国汽车产业的"整合大师"，其目的并非复 兴力帆品牌，而是看中了力帆的生产资质、生产基地以及在重庆的地理位置优势。此时的力帆汽车，本质上是吉利产业版图中的一个"代工厂"和特定业务的 承载平台，缺乏独立的灵魂和未来。 2024年，力帆科技迎再迎转机。当年7月，旷视科技联合创始人印奇旗下的重庆江河顺遂企业管理有限公司以24.3亿元受让吉利科技集团间接持有的力帆科 技19.91%股份，成为公司第二大股东，同年10月，印奇上任力帆董事长。资料显示，印奇于2011年创立旷视科技，后者是AI视觉领域的"四小龙"之一，在自 动驾驶算法和低成本智驾方案上具有一定优势。 2025年2月，力帆科技正式更名为千里科技。此后，千里科技引入多名有AI背景的高管，正式向"AI+车"转型。千里科技在2024年财报中用大篇幅强调， 2025年将成为从"车+AI"到"AI+车"的历史性转折点。面对这一机遇，千里科技将聚焦"AI+车"核心战略方向，实施"双轮驱动，双化牵引"的战略路径，推动 业务转型。其中，"双轮"代表终端业务、科技业务，终端业务 ...

Core Insights - The announcement of Wang Jun, former president of Huawei's automotive solutions, joining Qianli Technology as co-president signals a significant shift in the smart driving landscape [1][3] - Qianli Technology is positioning itself as an independent Tier 1 supplier for smart automotive solutions, rather than being merely a part of the Geely ecosystem [3][8] - The launch of Qianli Smart Driving 1.0, which targets L2+ level smart driving solutions, showcases the company's ambition to expand its market presence beyond Geely [10][11] Company Positioning - Qianli Technology, often perceived as part of the "Geely system," emphasizes its independence and strategic partnership with Geely, aiming to support multiple automotive clients [3][8] - The company has established a joint venture, Chongqing Qianli Smart Driving Co., with Geely and Megvii, each holding a 30% stake, indicating a collaborative approach to smart driving technology [5][6] - Qianli Smart Driving 1.0 includes three versions (basic, professional, flagship) with varying computational power, highlighting the company's technological capabilities [10][11] Market Strategy - Qianli Technology aims to capture a significant share of the smart driving market, aspiring to be a leading independent supplier amidst increasing competition [3][12] - The company plans to release its L3 smart driving solution, Qianli Smart Driving 2.0, within six months, and a L4 solution by mid-2026, indicating a clear roadmap for technological advancement [10][11] - The strategic hiring of experienced talent from various sectors, including the automotive and AI industries, is intended to enhance Qianli's competitive edge in product development [11][15] Industry Context - The smart driving sector is witnessing a shift towards third-party suppliers as traditional automakers face challenges in maintaining in-house development teams [12][15] - Qianli Technology's ambition to become a leading Tier 1 supplier reflects a broader trend in the industry where companies seek to diversify their client base to ensure sustainability and growth [15][16] - The current technological transformation and challenges faced by traditional automakers present a unique opportunity for new entrants like Qianli Technology to establish themselves in the market [16]

Core Insights - The article discusses the evolution of autonomous driving technology, highlighting the historical significance of the first remote-controlled car in 1925 and the current advancements in AI and smart driving solutions in China [2][3]. Industry Developments - The smart driving industry is experiencing rapid growth, referred to as the "Chinese Miracle," with companies like Qianli Technology announcing significant advancements in autonomous driving solutions [4][6]. - Qianli Technology has introduced the Qianli Smart Driving 1.0 solution, targeting L2+ level smart assistance and outlining a roadmap for L3 and L4 autonomous driving products [4][6]. Company Progress - Qianli Technology's recent annual report indicates a revenue of 7.035 billion yuan, a year-on-year increase of 3.94%, and a net profit of approximately 40.0172 million yuan, reflecting a 65.28% increase [10]. - The company is focusing on a dual-driven strategy of terminal and technology businesses, aiming for AI integration and international expansion [10][11]. Market Potential - The autonomous driving market is projected to exceed $40 billion by 2030, with some forecasts suggesting it could reach $34 trillion in five years [8]. - The current penetration of smart driving features in vehicles is below 20%, indicating significant growth potential as every vehicle is expected to incorporate smart driving capabilities in the future [19]. Technological Innovations - Qianli Technology is developing a comprehensive end-to-end solution for smart driving, emphasizing the importance of integrating sensors, controllers, and actuators to minimize latency [12][13]. - The company is also working on the Qianli Smart Driving RLM model, which focuses on multi-modal data training and reinforcement learning to enhance the safety and comfort of autonomous driving experiences [16][17]. Future Outlook - Qianli Technology plans to release its L3 level smart driving solution within the next six months and aims to introduce an L4 level solution for Robotaxi scenarios by the second half of 2026 [12][15]. - The automotive industry is expected to evolve, with vehicles becoming more than just transportation tools, integrating advanced AI capabilities to enhance user experience [21].

随着"AI+车"趋势的加速演进，AI智能化已成为驱动汽车产业变革的核心力量。 自2024年开始，重庆千里科技（601777）股份有限公司（以下简称"千里科技"）启动了以"AI+车"为核 心的战略转型。6月20日，公司发布高管任命公告，聘任王军为公司联席总裁。此次任命新高管，意味 着千里科技在加速战略转型、推动业务发展上实现了关键"加码"。 6月23日，千里科技联席总裁王军、千里智驾技术负责人杨沐与《证券日报》等媒体在重庆举行了媒体 沟通会。现场正式发布了面向L2+级的智能辅助驾驶解决方案——千里智驾1.0，并公布了面向L3级、 L4级的智能驾驶产品路线图。 同时，公司还介绍了与合作伙伴——阶跃星辰联合研发的千里智驾RLM大模型，以及在打造以AI Agent 为核心的下一代智能座舱产品方案的最新进展。 千里科技发布的一系列进展，标志着公司在推动科技业务的发展上取得了实质性突破。王军认为，当前 公司在智能化领域的布局需要集中力量实现三个"聚焦"：产业链方面，公司的核心业务模式是做全栈的 解决方案，但全栈并非意味着公司什么都做，公司自身将聚焦最关键、最能够给终端用户带来核心价值 的部分，同时整合产业链上最优秀的合作 ...

定位Tier 1 "一横一纵"全面整合 发布"千里智驾1.0" 根据千里科技的智驾发展规划，"千里智驾1.0"为L2+级；"千里智驾2.0"为L3级，预计在今年第四季度 发布；"千里智驾3.0"为L4级，预计在2026年下半年发布，用于Robotaxi。 据介绍，目前该方案分为基础版、专业版、旗舰版，分别对应算力100T、200T、700T（TOPS，Tera Operations Per Second，每秒万亿次运算）。其中，旗舰版配置有智能化Agent，预计将在今年第四季度 发布。王军表示，"千里智驾1.0"已有具体应用落地。 回顾来看，吉利汽车在3月3日发布了智驾解决方案"千里浩瀚"，并宣布吉利银河品牌未来的全新产品将 搭载该方案。该方案共分5级，分别为H1、H3、H5、H7和H9。据王军介绍，"千里浩瀚"的底层方案即 为"千里智驾1.0"，其基础版、专业版、旗舰版分别对应"千里浩瀚"H3、H5、H7。"千里智驾2.0"将对 应"千里浩瀚"H9。 吉利汽车集团CEO淦家阅曾表示，吉利银河品牌在下半年将发布一款搭载"千里浩瀚"H7方案的新能源 车，算力有望在行业领先。另外，燃油车领域的吉利中国星也将陆续搭 ...