最后挖了个坑，说下一篇要详细讲一讲另一条技术路线WA世界模型。 毕竟， 华为智能汽车解决方案BU CEO 靳玉志 曾表示， VLA大模型是一条取巧的技术路线，华为不会选择，而是会坚定的走WA世界模型路线。 从评论区社友们的反馈来看，催更呼声很高： 话不多说，咱们今天就来聊聊 WA世界模型到底是什么？它与传统端到端和VLA技术路线到底有什么差别？分别有何优势劣势？ 01. 让机器解析物理世界 关注 「电动车公社」 和我们一起重新思考汽车 大家好，我是电动车公社的社长。 前几天，我们写了一篇分析近期辅助驾驶领域非常时髦的一条技术路线，VLA语言动作大模型的文章： 《理想、小鹏重金押注VLA大模型！"天才"还是"傻 瓜"？》 说起WA世界模型，或许对辅助驾驶领域比较关注的朋友，第一时间会想起 华为和蔚来 ，这两家都是对外已经官宣走WA世界模型这条路线的典型代表。 尤其是华为，作为现阶段公认辅助驾驶界TOP1的存在，"五界"+乾坤智驾基本上涵盖了将近半个车圈。 所以说，WA世界模型这条技术路线，至少在现阶段产品覆盖度是相当高的。 实际上，和VLA大模型一样，WA世界模型这个概念最早并不是由华为或蔚来等国内公司首次提出 ...

"以前只能出现在科幻电影里的自动驾驶车辆，现在真要商业化落地了。"上海车主黄先生十分开心。每周末都要长途开车的他，一直有"轻松开车"的驾驶 诉求，随着新政策的出台，黄先生的这一需求或许很快将被满足。 近日，《汽车行业稳增长工作方案（2025—2026年）》（以下简称《方案》）的出台，引发业内广泛关注，其中明确"有条件批准L3级车型生产准入"的信 息，更是"一石激起千层浪"。这意味着，像黄先生这样的车主，或很快就可以切身体会到L3级自动驾驶的便利。 不过，专家提醒，目前相关技术仍待验证，责任界定尚未明确，L3级别自动驾驶在实际应用中仍面临很大挑战。 "L3级车型有政策规定了就能跑起来，消费者就能用起来。只有用起来了，才能推动我国自动化驾驶技术进一步发展，才会越来越安全。"原中国汽车工业 协会常务副会长兼秘书长、中国汽车芯片产业创新战略联盟联席理事长董扬在接受《每日经济新闻》记者采访时认为，这对中国汽车产业发展来说是一件 好事。 按照《汽车驾驶自动化分级》规定，L3级自动驾驶属于有条件自动驾驶。简单来说，在特定条件和场景下，L3级自动驾驶允许驾驶员完全脱手，但驾驶 员仍需随时准备重新接管车辆控制权。 图片来源：工 ...

Group 1 - The 2026 Lantu Dreamer has officially launched with two intelligent series: Kunpeng and Qiankun, five configuration versions, and two power modes: PHEV and EV, with a price range of 329,900 to 439,900 yuan [1] - The vehicle dimensions are 5315mm in length, 1980mm in width, and 1820mm in height, with a wheelbase of 3200mm [3] - It features the world's first Huawei ADS 4 and Harmony OS 5 dual flagship configuration in an MPV, equipped with a full-dimensional collision avoidance system CAS 4.0, utilizing 192-line LiDAR and three 4D millimeter-wave radars for all-scenario intelligent driving [3] Group 2 - The vehicle is built with a 2000MPa ultra-high-strength cage body for passive safety [3] - It incorporates an 800V high-voltage architecture and 5C ultra-fast charging technology, allowing for a 20%-80% charge in 12 minutes, with a 62.5 kWh battery providing a pure electric range of 350 km (CLTC) and a comprehensive range of up to 1530 km [3] - The powertrain includes a 490 kW hybrid engine, achieving 0-100 km/h acceleration in 5.9 seconds and a top speed of 203 km/h [3]

Core Viewpoint - Deep Blue Automotive is accelerating its development as a new independent central enterprise under Changan Automobile Group, focusing on becoming a world-class electric vehicle brand through product innovation, technology advancement, and global expansion [1][2]. Group 1: Leadership and Product Launches - On September 8, Deep Blue Automotive announced Jiang Hairong as the new CEO, with Chairman Deng Chenghao emphasizing collaboration to enhance the brand's global standing [1]. - The company has had a busy product launch schedule, debuting the new Deep Blue S07 and the refreshed Deep Blue S05 520 electric version at the Chengdu International Auto Show in late August [1]. - At the autumn global product launch on September 8, Deep Blue unveiled five new products, including the pre-sale of the Deep Blue S07 and the launch of the Deep Blue S09 with Huawei's advanced ADS4 intelligent driving system [1]. Group 2: Technological Innovations - In the context of increasing competition in the global automotive industry, Deep Blue Automotive is focusing on mastering core technologies through independent innovation and deep collaboration [2]. - The company has developed proprietary technologies such as the "Micro-core High-frequency Pulse Heating Technology" to alleviate low-temperature concerns for northern users and the "Super Range Extender" technology to provide economical and convenient solutions in areas with limited charging infrastructure [2]. - Deep Blue is collaborating with Huawei to integrate the Huawei Dry Kun ADS SE intelligent driving system into mainstream SUVs and sedans, with an upgraded version in the higher-end Deep Blue S09 [2]. Group 3: Global Expansion Strategy - Deep Blue Automotive is transitioning from a "product export" model to a "system output" approach in its globalization strategy, emphasizing localized operations across various markets [2][3]. - The company has localized production of the S05 model at its Rayong factory in Thailand and made over a hundred adaptive modifications to meet local regulations and user preferences [3]. - Deep Blue has achieved market coverage in over 70 countries and regions within a year and a half, with plans to expand to 150 countries and regions in the future [3]. - The company aims to launch 30 new models over the next five years, reinforcing its commitment to technological self-reliance and enhancing its competitiveness in the global new energy vehicle market [3].

Core Insights - The 2026 Lantu Dreamer has been officially launched with a price range of 329,900 to 439,900 yuan, featuring two power modes: PHEV and EV [1] - It is positioned as a "new era flagship MPV" with advanced features such as 800V ultra-fast charging and a 62.5 kWh large battery, offering a maximum pure electric range of 350 km [1][2] - The vehicle incorporates innovative technologies like intelligent rear-wheel steering and a unique "crab mode" for enhanced maneuverability in tight spaces [2] Group 1 - The 2026 Lantu Dreamer is the world's first 800V intelligent super hybrid MPV, achieving the fastest charging speed in its class, with 20% to 80% charging in just 12 minutes [1] - It features a dual-flagship configuration with Huawei ADS 4 and Hongmeng Cockpit 5, enhancing both driving safety and user experience [2] - The vehicle has received C-NCAP five-star safety certification, making it the first new energy MPV in China to achieve this rating [2] Group 2 - The Dreamer Kunpeng version is equipped with the industry-leading vehicle-grade 8295P chip, supporting a wide range of applications and smoother interactions [3] - It includes the Kunpeng Smart Driving 2.0 system, integrating 23 intelligent sensors for advanced driving assistance and over 230 types of intelligent parking [3]

作为全面焕新升级的"新时代旗舰MPV"，2026款岚图梦想家是唯一同时搭载800V、5C超快充、62.5度 大电池、华为ADS 4、鸿蒙座舱5及智能后轮转向的新能源MPV，凭借跨代领先的产品实力，新车自成 都车展预售以来便收获了许多关注，市场号召力强劲。 2026款岚图梦想家是全球首搭华为ADS 4+鸿蒙座舱5双旗舰配置的MPV。乾崑版将智能生态与用车安全 深度融合：华为ADS 4搭载全维防碰撞系统CAS 4.0，基于192线激光雷达+3颗4D毫米波雷达实现全场景 智驾，让出行更安全高效；此外，在被动安全上，新车采用2000MPa超高强度笼式车身，是中国首款获 得C-NCAP五星安全认证的新能源MPV。 2026款岚图梦想家鲲鹏版则搭载行业顶尖的车规级8295P芯片，结合AI大模型，支持海量应用，交互更 流畅。配备鲲鹏智驾2.0系统，集成23项智能传感器，支持高速领航辅助及超230种车位智能泊车，出行 轻松无忧。 2026款岚图梦想家上市即交付，让用户即刻畅享豪华出行体验。（易知微） 9月15日下午，2026款岚图梦想家正式上市，发布了鲲鹏和乾崑两大智能化系列，五大配置版型，以及 PHEV和EV两种动力模式， ...

Group 1 - The new AITO Wenjie M7 is officially available for pre-order starting at 288,000 yuan, with a promotional offer allowing a 2,000 yuan deposit to offset 5,000 yuan of the final payment until September 23 [2] - Huawei's Executive Director Yu Chengdong clarified that the pre-order data for the Wenjie M7 indicates 100,000 units in 43 minutes, not 1 hour [4] - The dimensions of the Wenjie M7 are 5080×1999×1780 mm, with a wheelbase of 3030 mm, featuring both range-extended and pure electric power configurations [4] Group 2 - The range-extended version of the Wenjie M7 has a combined range exceeding 1,600 kilometers when fully fueled and charged, while the pure electric version can achieve a range of over 700 kilometers [4] - The Wenjie M7 is equipped with Huawei ADS 4, offering two intelligent driving configurations: an in-cabin laser solution and a roof-mounted laser radar solution, enhancing safety and detection capabilities [4] - Since its launch, the Wenjie M7 has delivered over 300,000 units, maintaining a leading position in the sales of new force models in China [4]

Core Viewpoint - Huawei's automotive business is rapidly expanding, particularly in the field of assisted driving, with various collaboration models with car manufacturers being explored [2][3]. Group 1: Collaboration Models - Huawei's automotive business unit (BU) collaborates with car manufacturers through multiple models, including component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both smart cockpit and assisted driving), and full-stack solutions [2]. - The collaboration process involves Huawei supporting car manufacturers throughout the entire lifecycle, from product definition and design to manufacturing and marketing [2][7]. Group 2: Technology Approach - Huawei's approach to assisted driving does not align with the Vision-Language-Action (VLA) model favored by some car manufacturers; instead, it emphasizes the World and Action (WA) model, which directly controls the vehicle through sensory inputs [3][9]. - The WA model is considered by Huawei to be the ultimate solution for achieving true autonomous driving, bypassing the language processing step [9]. Group 3: Commercialization and Market Strategy - Huawei does not have a specific short-term commercialization goal for its assisted driving technology, focusing instead on long-term user-centered strategies and sustainable investment [7]. - The company believes that the market for assisted driving features will evolve, and that pricing strategies should reflect the ongoing development and maintenance costs associated with these technologies [12]. Group 4: Industry Trends and Future Outlook - The number of players in the autonomous driving space is expected to decrease as the industry consolidates, with future success relying heavily on data-driven approaches [10]. - The differentiation in assisted driving technology is minimal, as the primary goal remains zero accidents and fatalities, with pricing determined by perceived value to consumers [11].

Core Insights - Huawei's automotive business is rapidly expanding its assisted driving solutions and collaborating with various car manufacturers, including Baojun, Leap Motor, and Hongqi, indicating a growing presence in the industry [2][3] - The company emphasizes a diverse cooperation model with car manufacturers, ranging from component supply to full-stack solutions, enhancing their capabilities from product definition to marketing [2][9] - Huawei's approach to assisted driving technology diverges from the prevalent Vision-Language-Action (VLA) model, focusing instead on a World and Action (WA) model that utilizes direct sensory inputs for vehicle control [3][10] Cooperation Models - Huawei's cooperation with car manufacturers includes multiple models: component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both), and full-stack solutions [2][9] - The collaboration process is designed to deepen over time, with Huawei supporting car manufacturers throughout the entire product lifecycle, from design to marketing [2][9] Technology Perspective - Huawei does not endorse the VLA approach, believing it is not the ultimate solution for autonomous driving; instead, it prioritizes the WA model, which aims for direct control through sensory inputs [3][10] - The company acknowledges the rapid development of assisted driving technology and anticipates a consolidation of players in the market, driven by data, computing power, and algorithms [11] Commercial Strategy - Huawei does not have a specific short-term profitability target for its automotive business, focusing instead on long-term user-centered investments and sustainable growth [8] - The company argues that there is no such thing as a free service in the automotive sector, as costs are often hidden in vehicle pricing or future service fees [13]

Core Viewpoint - Huawei's automotive business is rapidly expanding, particularly in the field of assisted driving, with various collaboration models with car manufacturers being explored [1][2]. Group 1: Huawei's Automotive Business Development - Huawei's automotive business unit (BU) has seen key figures, such as CEO Jin Yuzhi and Huawei Qian Kun, publicly engaging with the media, indicating a shift from behind-the-scenes to a more prominent role [1]. - The assisted driving sector is experiencing significant growth, with Huawei's Qian Kun technology being integrated into 1 million vehicles and the upcoming large-scale deployment of Huawei ADS 4 [1]. - The collaboration models between Huawei and car manufacturers include component supply, single intelligence (either smart cockpit or assisted driving), dual intelligence (both smart cockpit and assisted driving), and full-stack solutions [1][7]. Group 2: Technical Perspectives and Strategies - Huawei Qian Kun does not align with the VLA (Vision-Language-Action) approach favored by some manufacturers, instead prioritizing WA (World and Action) for direct vehicle control through sensory inputs [2][9]. - The company emphasizes that there is no such thing as a free lunch in the automotive industry, suggesting that costs are often hidden in other areas, such as vehicle pricing [2][12]. Group 3: Collaboration and Empowerment - Huawei's strategy involves a comprehensive support system for car manufacturers, guiding them through the entire process from product definition to marketing, thereby enhancing their capabilities [7][8]. - The company aims to empower manufacturers, particularly state-owned enterprises, by sharing its successful experiences in product development and market strategies [7][8]. Group 4: Future Outlook and Market Dynamics - The number of players capable of achieving L3 and L4 autonomous driving is expected to decrease as the industry consolidates, driven by the need for data, computational power, and algorithms [10]. - The differentiation in assisted driving technology is minimal, with the primary goal being zero accidents and fatalities, which complicates pricing strategies [11].