据乘联分会消息，初步预计，12月狭义乘用车零售市场规模约为230万辆，环比增长3.4%，同比下降 12.7%。其中新能源零售量预计为138万左右，渗透率预计可达60%。 小米汽车获L3级自动驾驶道路测试牌照 据北京日报，12月19日，小米公司透露，小米汽车已在北京市获得L3级自动驾驶道路测试牌照，并持 续开展了常态化L3级道路测试。该测试牌照主要用于在北京市智能网联汽车高快速路测试路段上进行 有条件自动驾驶测试。 乘联分会：初步预计12月狭义乘用车零售市场规模约为230万辆 图达通获得上汽大众新车型定点 12月19日，Seyond图达通宣布与上汽大众达成定点合作。上汽大众新车型将搭载图达通灵雀E1X激光雷 达，并计划于2026年量产上市。 理想汽车整合供应链相关部门，原零部件负责人离职 据21财经，12月19日，从多位独立信源处获悉，理想汽车近期对供应链相关部门进行了组织架构调整和 合并，将原来智能汽车群组下属的一级部门"零部件集群"并入"制造"，统一由理想汽车副总裁李斌管 理，李斌向总裁马东辉汇报，原零部件部门负责人罗屏已离职。此次合并前，零部件集群将近千人。合 并后，整个大的制造部门目前在职员工已经超过了 ...

Core Viewpoint - Hesai Technology has officially filed a lawsuit against its competitor, Tudatong, for patent infringement related to the newly launched "Lingque E1X" lidar product, with the case accepted by the Ningbo Intermediate People's Court in Zhejiang Province [1] Group 1: Patent Infringement Details - The lawsuit centers on the similarities between Tudatong's "Lingque E1X" and Hesai's earlier ATX product in terms of appearance, interface design, internal scanning architecture, and optical path design, both utilizing the "905nm wavelength + one-dimensional scanning" technology [2][6] - Hesai's AT series lidar, with the first product AT128 launched in 2021, has secured over 50 models from more than 15 major automakers, while the new ATX series is set for mass production in Q1 2025 [8] Group 2: Market Position and Competition - Hesai's market share in the main lidar segment increased from an average of 32.8% in the first eight months of 2025 to 46% in August alone [9] - Tudatong has historically adhered to the "1550nm wavelength + two-dimensional scanning" technology, which is more expensive but offers advantages in long-distance detection [9] - The shift in Tudatong's strategy to include both "1550nm and 905nm" products is seen as a response to market pressures, as the 905nm solution has become the mainstream choice due to its lower cost and easier mass production [9] Group 3: Financial and Operational Challenges - Tudatong is facing significant financial challenges, with losses increasing from $188 million in 2022 to $398 million in 2024, and a cash reserve of only $24.27 million against current liabilities of $97.75 million [14] - The company's reliance on a single major client, NIO, for a substantial portion of its revenue (over 90% from 2022 to 2024) raises concerns about long-term sustainability [14] - The average selling price of Tudatong's core product has declined from $879 per unit in 2022 to $704 in 2024, indicating pricing pressure in the market [14] Group 4: Industry Growth and Market Trends - The global lidar market is projected to grow significantly, with the penetration rate of lidar in smart vehicles expected to rise from 10% in 2023 to 35% by 2025, and the market size increasing from $3 billion in 2023 to $10 billion in 2025, reflecting a compound annual growth rate of 77% [13]