如果要用一句话总结2025年的汽车智能化，那大概是： 技术更聪明了，价格腰斩了，宣传更克制了，智能驾驶从城市走向更多元场景。 年初的时候，谁也没想到，这一年会成为汽车智能化的分水岭。开年两个月，比亚迪就把智驾塞进7万块小车，喊出"智驾平权"。几乎同时，DeepSeek、 华为盘古等大模型纷纷上车，座舱从语音控制升级为主动理解。 但技术狂奔很快遭遇现实拷问，小米SU7事故将整个行业拉回现实，安全成为更重要的关键词。 于是，2025年智驾圈就这样在狂奔与刹车之间呈现出前所未有的广度。 DeepSeek等AI大模型上车热潮 2025年，DeepSeek、华为盘古、阿里通义等通用大模型密集登车，车企纷纷推出具备语义理解、多轮对话、场景预判能力的新一代智能座舱。座舱交互 从指令响应迈向主动服务，用户一句模糊的"我有点累"，就能触发座椅按摩、氛围灯调节和导航就近推荐休息区。但热潮之下也暴露短板：部分车型的大 模型依赖云端算力，在弱网或离线状态下功能大幅缩水。大模型上车，真正考验的不是参数规模，而是端云协同的稳定性与本地化推理能力。 小米SU7事故，三条生命，换来史上最严L2+智驾新规 2025年4月，一辆开启NOA的小米 ...

2025年末， 国产GPU行业迎来一场资本的盛宴。 12月5日， 摩尔线程率先登陆科创板， 成为"国产GPU第一股"， 期间最高价达到941.08元／股， 涨幅超过700％， 总市值超过4400亿元。 ▲摩尔线程K线图。 不到半个月， 沐曦股份同样在科创板挂牌上市， 开盘暴涨超568％， 坐上A股史上"最赚钱新股"的宝座。 紧随其后， 壁仞科技通过港交所聆讯； 而燧原科技也在A股排队候场。 被业界称为"GPU四小龙" 的四家国产GPU企业， 几乎同步敲响了资本市场的大门。 业内人士普遍认为，这场"狂欢"的背后，并非单纯的故事性炒作，而是一场由国家战略驱动、产业需求牵引、地方生态支撑的系统性变革——人工智能进 入"算力为王"时代，GPU作为AI时代的"新石油"，正成为科技自立自强的关键战场。 算力缺口催生国产GPU"奇兵" 过去三年， 全球大模型竞赛如火如荼。 中国AI创新力量频频亮相国际舞台。 但一个现实始终存在：训练这些模型所需的高端GPU长期依赖进口，尤其受制于海外出口管制，"一卡难求"已成为行业常态。 "以前，主要是互联网大厂有算力需求，它们也倾向于建设自己的算力平台。"位于两江协同创新区的人工智能公共 ...

图源：长城汽车 今天，我们站在2025年的尾巴上回顾这一年的变化，可以看到那些曾经靠"零接管"神话圈粉的造车新势力，不得不把PPT上的科幻片改成纪实纪录片；那些 曾在算力军备竞赛中狂奔的供应链，也开始学会在边界内深耕。 浮华渐褪，本真显现。智能驾驶虚假宣传被严打后，如今行业怎么样了？ 官方祛魅后，智驾技术进步更快了 要理解这场智驾减速大戏，我们需要把时间线调到2025年春天。 4月16日，工信部装备工业一司召开智能网联汽车准入管理推进会，一纸禁令掐住了行业多年的吹牛习惯。会议要求"不得进行夸大和虚假宣传，严格履行告 知义务"，并且需要将"组合驾驶辅助"定为官方表述。 2025年即将结束，这一年关于汽车行业有很多关键词，其中之一就是"自动驾驶踩刹车"。 今年春天，工信部一纸公文，将"自动驾驶"列为禁词，车企们宣传的"L2.999"文字游戏被戳破，中国智能驾驶产业被迫从一场持续三年的技术狂欢中清醒过 来。安全最终压倒了速度，责任取代了噱头。 变化是立竿见影的。首先是车企宣传话术风格的剧变。电车通随机查找了国内主流车企的官网，发现"自动驾驶"一词出现频率大幅下降，基本已经消失，取 而代之的是"辅助驾驶""智驾辅助" ...

Core Viewpoint - OneStar Robotics, a company founded just five months ago, has disbanded despite securing hundreds of millions in angel funding last month, raising questions about its rapid downfall and the implications for its high-profile founders and investors [1][2][13]. Company Overview - OneStar Robotics was established by Li Xingxing, son of Geely's founder Li Shufu, and its chairman Pan Yunbin is the CEO of Geely Semiconductor [1][9]. - The company had a strong research team, including Dr. Ding Yan, a prominent researcher from Shanghai AI Lab, who was appointed as CTO and co-founder [2][11]. Funding and Development - OneStar Robotics announced the completion of several hundred million yuan in angel round financing just a month before its disbandment [2][11]. - The company launched its first product, the "Star Wheel No. 1" dual-arm robot, within three months of its establishment, showcasing a practical approach to AI development [11][13]. Strategic Positioning - OneStar was viewed as a significant part of Geely's strategy to transition from an automotive company to a leading robotics firm globally [11]. - The company adopted a "reverse AI" strategy, focusing on real production tasks to derive algorithms and workflows, distinguishing it from other startups in the field [11]. Comparison with Other Companies - Geely's other AI venture, Qianli Technology, remains a focal point for the company, with significant investments and strategic importance in the smart driving and robotics sectors [14][16]. - Qianli Technology is currently preparing for an IPO in Hong Kong, contrasting sharply with OneStar's abrupt closure [16].

Core Insights - The article discusses the advancements and strategic partnerships of Qianli Technology in the field of intelligent driving, particularly focusing on the development of L4-level autonomous driving solutions and the establishment of a Robotaxi service platform [1][2]. Group 1: Company Developments - Qianli Technology is accelerating the development of L4-level intelligent driving solutions, with plans to launch by mid-next year [1]. - The company has partnered with Geely to develop a dedicated hardware platform for Robotaxi, emphasizing safety, convenience, and comfort [1]. - A new company, Qianli Zhijia, has been established with an investment of 1.5 billion yuan, aiming to be an independent supplier of intelligent automotive solutions [2]. Group 2: Strategic Partnerships - Qianli Technology and Geely have launched the "Qianli Haohan" intelligent driving system, which includes multiple levels to cater to different vehicle brands and price points within Geely [2]. - Geely's CEO has expressed the intention to leverage Qianli Zhijia to provide specialized services for intelligent driving, aiming for a platform-based approach to serve global automotive companies [2][3]. - The collaboration aims to replicate the success of Huawei's automotive business unit, with a focus on rapid iteration and competitive advantages in technology [3]. Group 3: Industry Context - The article highlights the increasing trend of automotive companies partnering with Huawei for intelligent driving solutions, with Huawei's products already integrated into over 1 million vehicles [4]. - The competitive landscape is shifting as more companies seek to align with successful models like Huawei's, raising the stakes for Qianli Technology and Geely in their quest to establish a similar presence in the market [4].

Group 1 - The core point of the news is that Qianli Technology announced a share transfer agreement with Mercedes-Benz Digital Technology, following a failure by its major shareholder, Chongqing Lifan Holdings, to complete a stock pledge repurchase transaction [1] - Lifan Holdings will transfer a total of 136 million shares, representing 3.00% of the company's total share capital, at a price of 9.87 yuan per share, amounting to a total consideration of 1.339 billion yuan to repay related debts [1] - The acquisition by Mercedes-Benz Digital Technology is seen as a significant step in deepening Mercedes-Benz's strategic layout in China's intelligent vehicle market, potentially enabling Qianli Technology to provide smart driving technology support for new models launched by Mercedes-Benz in China [1] Group 2 - Qianli Technology, formerly Lifan Technology, focuses on the "AI + vehicle" core strategy, expanding into intelligent assisted driving and smart cockpit sectors, with Zhejiang Geely Holding Group as one of its major shareholders [2] - Qianli Technology has established a joint venture, Qianli Zhijia, with Geely, where each party holds a 30% stake, and Lotus holds 5%, resulting in Geely's effective ownership exceeding 60% [2] - The company has launched the Qianli Zhijia 1.0 intelligent assisted driving solution, which includes three versions with varying computing power, the flagship version boasting up to 700 TOPS for complex decision-making and interactions [2] Group 3 - Qianli Technology plans to release the L3-level intelligent driving solution, Qianli Zhijia 2.0, within the next six months, and aims to introduce the L4-level solution for Robotaxi scenarios, Qianli Zhijia 3.0, in the second half of 2026 [3] - Wang Jun, who joined Qianli Technology as co-president in June, has extensive experience in the intelligent automotive solutions sector, having previously held multiple senior positions at Huawei [3]

Group 1 - The Chengdu International Auto Show is considered a "barometer" for the automotive market, showcasing significant models from various manufacturers for the second half of the year [1] - A major highlight of this year's show is the emphasis on "intelligent driving" systems, with many manufacturers presenting their newly launched systems from the first half of the year [1][4] - The mid-range market (priced between 150,000 to 200,000 yuan) is seeing a notable increase in the adoption of advanced intelligent driving technologies, which is expected to drive consumer demand in the central and western regions of China [3][4] Group 2 - The Chengdu region is identified as one of the most active areas for automotive consumption in China, with a projected growth of 9.5% in the automotive manufacturing industry in Sichuan for 2024 [3] - The report from the China Electric Vehicle Hundred People Association indicates that the penetration rate of advanced intelligent driving features in passenger vehicles is expected to reach 20% by the end of 2025, nearly doubling from the first half of 2024 [4] - Various models in the 150,000 to 200,000 yuan price range are being highlighted for their intelligent features, such as the HUAWEI ADS4 system in the SAIC-Huawei collaboration model [4][5] Group 3 - The unique geographical and climatic challenges of the central and western regions, such as winding mountain roads and frequent fog, necessitate advanced adaptations in intelligent driving systems [7][8] - Manufacturers are focusing on localizing their intelligent driving systems to ensure compatibility with regional road conditions, utilizing a combination of different sensor technologies for improved reliability [7][8] - The Chengdu Auto Show serves as a platform for showcasing cutting-edge technologies and facilitating collaboration between academia and industry to enhance the development of intelligent driving and new energy technologies [9]

Core Insights - The Chengdu International Auto Show is considered a "barometer" for the automotive market, showcasing significant models from various manufacturers as they aim for a strong performance in the second half of the year [1] - A notable highlight of this year's show is the advancement of intelligent driving systems, with many manufacturers introducing their latest technologies [1][6] - The mid-western market, particularly in Chengdu, is expected to see increased consumer spending as intelligent driving technology becomes available in mid-range vehicles priced between 150,000 to 200,000 yuan [1][5] Group 1: Intelligent Driving Technology - Many manufacturers are launching new intelligent driving systems at the Chengdu Auto Show, including BYD's "Tian Shen Zhi Yan," Chery's "Hunting Eagle," and Geely's "Qian Li Hao Han" systems [1] - The report from the China Electric Vehicle Hundred People Association indicates that high-level intelligent driving features are moving into the mainstream price range of 100,000 to 200,000 yuan, with a projected penetration rate of 20% for passenger vehicles by the end of 2025 [6] - The SAIC Group and Huawei's collaboration on the "Shangjie H5" model, priced from 169,800 yuan, features the HUAWEI ADS 4 system, emphasizing advanced driving assistance capabilities [6][7] Group 2: Market Potential in Western China - The Chengdu and surrounding areas are recognized as one of the most active regions for automotive consumption in China, with a projected growth of 9.5% in the automotive manufacturing sector in Sichuan for 2024 [5] - The demand for private vehicles is expected to increase, with over 14.41 million private cars anticipated in the region, adding 780,000 vehicles annually [5] - The region's consumption potential is being unlocked due to urbanization and the rising need for second family vehicles, positioning it as a core area for automotive market growth over the next five years [5] Group 3: Challenges and Adaptations for Intelligent Driving - The unique road conditions in the mid-western region, such as winding mountain roads and unmarked rural roads, present challenges for intelligent driving systems [8] - To address these challenges, manufacturers are focusing on hardware adaptations, such as using longer wavelength lidar and integrating multiple sensor types to enhance reliability [8][10] - The impact of extreme weather, particularly fog, on intelligent driving systems is also a concern, prompting a focus on software algorithm upgrades to improve perception capabilities under adverse conditions [10] Group 4: Role of the Chengdu Auto Show - The Chengdu Auto Show serves as a platform for showcasing and validating cutting-edge technologies in the fields of new energy and intelligent driving [11] - The event aims to facilitate connections between academic institutions and industry needs, promoting innovation and practical applications of research [11] - The show is expected to leverage its strong communication power and consumer attraction to drive the acceleration of intelligent driving technology in the mid-western region and beyond [11]

Core Insights - A significant integration is underway in China's intelligent driving sector, led by Geely Group, which involves the consolidation of three core teams into a new entity called Chongqing Qianli Intelligent Driving Technology Co., Ltd. [1][4] Integration Details - The integration involves approximately 3,000 R&D personnel from the Zeekr Intelligent Driving team, Geely Research Institute's relevant teams, and Maiqi Technology [1] - Geely confirmed that the specific integration plan and brands involved are still under discussion [2] - The new team structure is being rapidly established, with reports suggesting that around 1,500 members of the Zeekr team will transition without interviews, while about 100 from the Smart team will undergo a selection process [3] Strategic Objectives - The newly formed Qianli Intelligent Driving will operate as an independent company and aims to become a core partner in Geely's AI ecosystem, providing leading auxiliary driving solutions across the industry [4] - Geely's strategic focus is on consolidating resources to create a comprehensive end-to-end auxiliary driving capability [4][9] Historical Context - The integration aligns with Geely's earlier strategic shift announced in September 2024, moving from strategic expansion to integration to reduce redundant investments [9] - The establishment of Qianli Intelligent Driving was facilitated by a joint venture involving Qianli Technology, Geely, and Megvii Technology, which laid the groundwork for this resource consolidation [4][5] Leadership and Expertise - Wang Jun, former president of Huawei's Intelligent Automotive Solutions BU, has been appointed as co-president of Qianli Technology, playing a crucial role in unifying the three teams [6] - The collaboration between Wang Jun and Qianli Technology's chairman, Yin Qi, is expected to leverage their combined expertise in AI and automotive technology [7] Performance Metrics - Post-integration, Geely's intelligent driving system is projected to achieve a total computing power of 23.5 EFLOPS, with training data volume increasing from 1 billion to 3 billion [8] - The sales performance of Geely's Galaxy series vehicles, equipped with the unified Qianli Haohan intelligent driving system, saw a remarkable increase of 232% year-on-year, reaching 548,000 units in the first half of 2025 [10] Future Aspirations - Geely has set an ambitious target to exceed annual vehicle sales of 5 million units by 2027, narrowing the sales gap with industry leader BYD to 210,000 units in the first half of 2025 [10]

Group 1 - The core viewpoint of the article highlights the acceleration of Geely Group's integration strategy, particularly in its smart driving teams, aiming to enhance efficiency and competitiveness in the intelligent driving sector [2][4][8] - Geely has announced a deep integration of its smart driving teams, with approximately 1,300 members from the Zeekr smart driving team merging into Qianli Technology, while the smart team has around 100 members who can choose to transfer to either Qianli Technology or Geely Research Institute [2][3] - The integration aims to address the issue of redundant technology investments across multiple brands, with a goal to achieve L2+ to L4 level smart driving functionalities by 2026, and the combined computing power will reach 23.5 EFLOPS, increasing training data from 1 billion to 3 billion [3][4] Group 2 - The establishment of Qianli Smart Driving Technology Co., Ltd. as a joint venture aims to consolidate resources and enhance the development of smart driving technologies, reflecting Geely's strategic shift from independent operations to a unified platform approach [3][4] - The integration is part of a broader trend in the automotive industry, where companies are moving towards centralized smart driving platforms to reduce resource waste and improve efficiency, as seen with competitors like BYD [4][5] - Geely's sales performance in the first half of the year showed a significant increase, with total sales reaching 1.409 million units, a 47% year-on-year growth, and a notable 232% increase in sales of the Galaxy series equipped with the "Qianli Haohan" system [6][7] Group 3 - The company has set ambitious sales targets, aiming for 2.71 million units in 2025, with a focus on increasing the penetration rate of new energy vehicles to over 55% [7] - Geely's strategic shift from "strategic expansion to strategic integration" aims to clarify brand positioning, streamline equity relationships, and reduce conflicts and redundant investments [7][8] - The integration of the smart driving department further advances Geely's "One Geely" strategy, emphasizing a cohesive approach to technology and brand development [8]