2025年8月，理想汽车率先发布VLA司机大模型，并于9月向AD Max用户全量推送。VLA司机大模型围 绕路线选择、速度偏好、舒适度、安心感、沟通能力、通行效率六个维度，全面提升用户体验。截至目 前，VLA司机大模型行驶里程超过3.12亿公里，里程渗透率提高2.2倍，每日活跃度提升3倍，意味着理 想辅助驾驶已经成为用户生活的一部分。未来，VLA司机大模型将在强化学习的驱动下持续进化，为 用户带来更安全、更舒适、更便捷的体验。 转自：北京日报客户端 2025年11月21日，理想汽车携理想MEGA、理想i系列、理想L系列亮相2025年广州国际汽车展览会，分 享辅助驾驶最新进展与规划。理想汽车计划向AD Max车型推送创新的VLA充电和防御性AES自动紧急 转向功能，并计划向智能焕新版AD Pro车型推送城市NOA功能，推动前沿技术普惠更多用户。 理想汽车产品部高级副总裁范皓宇表示："理想VLA司机大模型在推送后通过强化学习持续进步，行车 体验不断优化，并基于其强大的空间理解能力为用户带来了更优质的泊车和充电体验。全新的VLA充 电功能，让车辆可以自主驶入、驶出超充站，打通了找站充电的'最后100米'，这也是我们 ...

本次展示亮点集中在VLA司机大模型的能力拓展。该模型于2025年8月发布、9月全量推送给AD Max用 户后，截至目前已累计行驶里程超3.12亿公里。 基于这一模型的空间理解与车桩站云体系化能力，理想汽车推出VLA充电功能，可实现车辆自主驶入 超充站、自动寻找空闲充电桩、完成辅助泊车与免密支付，最终自主驶离，打通充电"最后100米"。该 功能计划2026年1月覆盖首批超1400座理想超充站，3月覆盖量将突破2900座。 11月21日，带来全系产品的理想汽车，在广州车展上公布辅助驾驶技术最新进展及OTA升级规划，推出 VLA充电、防御性AES自动紧急转向等创新功能，同时推动城市NOA功能下放，试图通过技术普惠巩 固市场地位。 据悉，理想汽车正围绕自研芯片、智能操作系统、辅助驾驶等核心领域构建全栈自研能力，目标迈向全 球领先的人工智能终端企业。 值得注意的是，在技术密集发布的同时，理想汽车正面临市场竞争压力。在本届广州车展上，华为鸿蒙 智行、零跑等品牌纷纷展示更高算力的智能驾驶硬件与更长续航的增程产品，行业竞争已从"有无之 争"转向"强弱对决"，理想汽车的技术落地效果与市场反馈仍待观察。 理想汽车还宣布后续OTA ...

Core Viewpoint - The recent high-level departures at Haomo Zhixing, a subsidiary of Great Wall Motors focused on intelligent driving, signal a critical juncture for the company, prompting a reevaluation of its unique advantages and future direction in the competitive landscape of autonomous driving [1] Group 1: Company Background - Haomo Zhixing was established in November 2019, evolving from Great Wall Motors' Advanced Driver Assistance Systems (ADAS) team, which provides it with inherent advantages [2] - The company benefits from a stable customer base through Great Wall's various brands, allowing it to quickly implement technology and gain valuable mass production experience [2][4] - Haomo Zhixing has produced key products for over 20 vehicle models, including features like NOA and parking assistance, leveraging Great Wall's extensive vehicle fleet [2][4] Group 2: Current Challenges - Haomo Zhixing faces significant challenges, particularly in the urban NOA competition, having missed initial deployment timelines for its technology [5] - The company's identity is ambiguous, oscillating between being an internal R&D department for Great Wall and an independent Tier 1 supplier, which complicates its market positioning [5][7] - Despite some orders from secondary brands, Haomo Zhixing's revenue remains heavily reliant on Great Wall, limiting its valuation and growth potential [7] Group 3: Competitive Landscape - The intelligent driving sector has become increasingly competitive, with major players like Huawei and DJI offering comprehensive solutions, while traditional automakers pursue in-house development [7] - As the market shifts from a technology race to a competition focused on cost and user experience, Haomo Zhixing faces heightened pressure to deliver scalable and cost-effective solutions [7] Group 4: Strategic Choices - The recent leadership changes may indicate a pivotal moment for Haomo Zhixing, with potential paths including deeper integration within Great Wall, full independence, or focusing on niche areas of expertise [8][10][11][12] - A return to a more integrated role could stabilize the company but may limit its broader ambitions, while full independence would require significant investment and risk [10][11] - Alternatively, Haomo Zhixing could concentrate on its strengths in AI data processing and specific market segments, positioning itself as a specialized service provider [12]