| | | 地平线CEO 余凯 文｜肖漫 编辑｜李勤 "我们的主流人群、中国最广泛的车主，难道他们就配不上最好用的城区辅助驾驶吗？我觉得这是一个大的问号。"余凯在地平线生态大会上略带愤怒地指 出，并紧接着宣布要把城区辅助驾驶普惠到10万元国民车型上。 今年前三个季度，20万以上乘用车占30%的份额，13万以下占50%的份额，但后者车型基本都不具备城区辅助驾驶功能。地平线、Momenta等厂商都在加速 在这一市场当中攻城掠地。 地平线HSD虽然是后来者，但依托于构建的生态体系，地平线正在加速占领市场——不仅新增算法服务模式"HSD Together"，原本由其主导开发算法方案的 征程6P芯片也开放给元戎、博世等厂商。 智驾赛道正在迅速收敛为少数头部公司的正面对抗。 华为乾崑凭借智驾能力与多家传统整车品牌深度绑定，已经率先在高端车型站稳脚跟；Momenta不仅拿下合资品牌的半壁江山，还收获了BBA大满贯，并且 将在明年推出自研芯片，进一步控制成本，预示着其将进入更主流的价格段，一场价格厮杀风雨欲来。 缺乏芯片能力的算法公司，快速聚拢在地平线周围，希望参与明年的城区高阶智驾普及的红利，同时抵御Momenta软硬一体 ...

Group 1 - Tesla's Shanghai Gigafactory has produced its 4 millionth vehicle, a golden Model Y L, marking a significant milestone in its production history [1][7] - The Shanghai Gigafactory has contributed nearly half of Tesla's global vehicle deliveries, establishing itself as a core pillar of Tesla's global production capacity [5][7] - The time taken to produce the last million vehicles (from 3 million to 4 million) was less than 14 months, indicating a stable ramp-up in production capacity [7] Group 2 - Horizon Robotics announced that its urban assisted driving technology will be available for vehicles priced at 100,000 yuan, expanding accessibility to advanced driving features [8][11] - The HSD product from Horizon Robotics has seen over 12,000 activations within just two weeks of its launch [9][10] - The latest smart driving chip, the fourth-generation Riemann architecture, boasts a tenfold increase in computing power, surpassing Moore's Law [10] - Horizon Robotics aims to achieve mass production of urban assisted driving systems in partnership with ecosystem partners over the next 3-5 years [11][14]

Core Viewpoint - The automotive industry chain stocks experienced significant gains, driven by the Ministry of Industry and Information Technology's (MIIT) announcement of key points for automotive standardization by 2025, particularly focusing on intelligent connected vehicles [1][2] Group 1: Market Reaction - Automotive stocks surged on April 30, with notable gains including Lidian Electric Control and Jingjin Electric both hitting a 20% limit up, and other companies like Slin Technology and Jin Qilin also seeing substantial increases [1] - The MIIT's announcement has led to a positive market sentiment, with various stocks in the automotive sector responding favorably [1] Group 2: Regulatory Developments - The MIIT's guidelines emphasize the need for enhanced standards for intelligent connected vehicles, specifically in areas such as driver assistance (L2) and automated driving (L3) [1] - Key initiatives include the revision of mandatory national standards for driver assistance systems and the establishment of safety requirements for automated driving systems [1] Group 3: Industry Implications - Citic Securities notes that the regulatory clarity regarding L2 and L3 levels will lead to more standardized expressions and responsibilities among industry players [2] - Companies are expected to focus on improving product maturity and safety, with an emphasis on refining hardware and software architectures [2] - The trend towards enhanced regulation is likely to benefit the automotive intelligentization industry, with investment opportunities identified in leading manufacturers, laser radar suppliers, and testing service providers [2]