以下文章来源于红色星际 ，作者红色星际科技 红色星际 . 让更多人，更深入地了解自动驾驶行业！ 作者 | 钟声 来源 | 红色星际 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 本文只做学术分享，如有侵权，联系删文 2025年结束了，2026年马上到来。 2025年对于智驾人来说仍旧是非常辛苦的一年，为了技术攻关和量产交付节点，没少过封闭开发的日子。不过，回顾2025，这是智驾承上启下和辞旧 迎新的一年。 2025年智驾最主要的两条线是：向下普及和向上挑战。 比亚迪、吉利、奇瑞等传统车企扮演了向下普及的角色，掀起了全民智驾的浪潮，把中阶的高速NOA功能下放到10W+车型上，26年将会继续推进智 驾普及，把城市NOA功能下放到10W+车型上。 新势力以及头部智驾供应商则是在挑战智驾技术的上限，秉持着一年一代新技术的做法，在端到端之后继续探索新技术，引领技术迭代。 可以说，25年主机厂分化成了两个阵营，一个是负责向下普及的传统车企；一个是负责向上挑战的新势力。 2025年，智驾开始挑战技术"深水区"，核心问 ...

Core Insights - Li Auto plans to enhance its AD Max model with innovative VLA charging and defensive AES automatic emergency steering features, while also introducing urban NOA functionality to the upgraded AD Pro model [1][2] Group 1: VLA Charging and AES Features - The VLA charging feature allows vehicles to autonomously navigate to Li Auto's supercharging stations, automatically find available charging spots, and complete parking and payment processes without user intervention [2] - The VLA charging function is set to cover over 1,400 Li Auto supercharging stations by January 2026, with plans to expand to over 2,400 stations by February and over 2,900 by March [2] - The AES automatic emergency steering feature will be fully rolled out to AD Max users, evolving from active collision avoidance to passive collision defense, helping users avoid various dangerous scenarios [2] Group 2: User Experience and Market Position - The VLA driver model has achieved over 312 million kilometers in driving distance, with a 2.2 times increase in mileage penetration and a threefold increase in daily active usage [1][2] - The focus on enhancing user experience in parking and safety reflects a trend among leading new energy vehicle manufacturers to refine their autonomous driving capabilities [3]

Core Viewpoint - The decline of Haomo Zhixing, a prominent player in the intelligent driving sector, highlights the harsh realities of market competition and the consequences of insufficient technological capabilities [4][31][34] Company Overview - Haomo Zhixing, once valued over $1 billion and backed by Great Wall Motors, has faced significant operational challenges, culminating in a company-wide shutdown [4][6][31] - The company has seen a drastic reduction in workforce, from over 600 employees at its peak to fewer than 300, alongside unpaid year-end bonuses [8][10] Operational Challenges - A recent notice indicated that all employees were to stop working, with no clear timeline for resumption, reflecting the company's dire situation [4][6] - The company has struggled with product performance and failed to keep pace with competitors in the intelligent driving market, leading to its current state of inactivity [6][10][31] Market Position and Competition - The intelligent driving industry is characterized by fierce competition, with many companies rapidly advancing their technologies, leaving Haomo Zhixing behind [6][14][34] - Haomo Zhixing's reliance on high-precision mapping has hindered its ability to adapt to the industry's shift towards lighter mapping and perception-based technologies [17][34] Financial Backing and Investment - The company has undergone several funding rounds, raising nearly 2 billion RMB, but these efforts have not been sufficient to reverse its declining fortunes [19][34] - Despite securing investments, the lack of a diverse customer base, primarily relying on Great Wall Motors, has limited its growth potential [21][24] Future Outlook - The company's inability to innovate and respond to market demands has led to its downfall, serving as a cautionary tale for other intelligent driving suppliers [31][34] - The intelligent driving sector is expected to continue evolving, with many companies moving towards self-developed systems, further marginalizing third-party suppliers like Haomo Zhixing [32][34]

Core Insights - The 23rd Guangzhou International Auto Show opened on November 21, showcasing Li Auto's latest models including Li MEGA, i series, and L series, along with advancements in assisted driving technology [1] - Li Auto plans to push innovative VLA charging and defensive AES automatic emergency steering features to the AD Max model, and intends to introduce urban NOA functionality to the upgraded AD Pro model [1] Group 1: VLA Driver Model - The VLA driver model, launched in August 2025, enhances user experience across six dimensions: route selection, speed preference, comfort, sense of security, communication ability, and traffic efficiency [3] - As of now, the VLA driver model has accumulated over 312 million kilometers of driving distance, with a penetration rate increase of 2.2 times and daily active usage rising threefold, indicating its integration into users' daily lives [3] Group 2: VLA Charging Functionality - The VLA driver model's spatial understanding capabilities allow it to autonomously navigate unfamiliar parking lots, remembering key locations and user preferences for parking spots [5] - The VLA charging feature, set to cover over 1,400 Li Auto supercharging stations by January 2026, enables vehicles to autonomously enter and exit charging stations, find available charging spots, and complete payments without a password [5][6] Group 3: Active Safety Features - Li Auto's active safety features have reportedly helped users avoid potential collision incidents 11.31 million times and extreme accidents over 14,000 times as of November 20, 2025 [5] - The defensive AES automatic emergency steering function, which helps users avoid passive collisions, is also set to be fully pushed to AD Max users [6] Group 4: Future Upgrades and Innovations - Future OTA upgrades will enhance Li Auto's smart space and electric platform, introducing new features such as personalized screensavers, pet modes, and improved charging planning [7] - Li Auto is committed to building a full-stack self-research capability around core technologies in artificial intelligence, aiming to become a global leader in AI terminal products [8]

Core Insights - Li Auto showcased its latest advancements in assisted driving and future plans at the 2025 Guangzhou International Auto Show, including the introduction of innovative VLA charging and AES emergency steering functions for the AD Max model [1] - The VLA driver model has significantly improved user experience, with over 312 million kilometers driven and a 2.2 times increase in mileage penetration, indicating that assisted driving has become an integral part of users' lives [3] Group 1: Product Innovations - The VLA driver model enhances user experience across six dimensions: route selection, speed preference, comfort, sense of security, communication ability, and traffic efficiency [3] - The VLA charging function allows vehicles to autonomously navigate to and from charging stations, addressing the "last 100 meters" challenge by automatically finding available charging spots [5] - The VLA charging function is set to cover over 1,400 charging stations by January 2026, with plans to expand to over 2,900 stations by March 2026 [5] Group 2: Safety Features - Li Auto's active safety features have helped users avoid potential collisions 11.31 million times and extreme accidents over 14,000 times, showcasing the effectiveness of its safety technology [6] - The upcoming AES emergency steering function will enhance the vehicle's ability to avoid passive collisions by accelerating away from potential rear-end impacts [6] Group 3: Technological Development - Li Auto is building a comprehensive self-research capability around core technologies for AI terminal products, including self-developed chips and intelligent operating systems [8] - The company aims to leverage technological innovation to continuously create value for users and position itself as a global leader in AI terminal enterprises [8]

Core Insights - Li Auto showcased advancements in driver assistance technology and OTA upgrade plans at the Guangzhou Auto Show, introducing innovative features like VLA charging and defensive AES automatic emergency steering to strengthen its market position [1][5] Group 1: Technological Advancements - The VLA driver model, released in August 2025, has accumulated over 312 million kilometers of driving distance, enhancing its spatial understanding and cloud-based capabilities [3] - The VLA charging feature allows vehicles to autonomously navigate to charging stations, find available charging spots, park, and make payments, with plans to cover over 1,400 Li Auto supercharging stations by January 2026 and over 2,900 by March [3] - Li Auto's active safety system has reportedly prevented potential collision accidents 11.31 million times and extreme accidents over 14,000 times, with the upcoming defensive AES feature enhancing safety measures against complex hazards [3][4] Group 2: OTA Upgrades and Features - Future OTA upgrades will enhance the smart space and smart electric platform, introducing personalized features like art frames and pet modes, along with applications for speed-based KFC orders and music [4] - The range-extended models will receive a winter smart charging preheating feature, with further optimization of charging planning logic [4] - The VLA driver model is expected to continue evolving through reinforcement learning, improving experiences in complex traffic scenarios [4] Group 3: Market Competition - Li Auto faces increasing competition from brands like Huawei and Leap Motor, which are showcasing higher computing power in smart driving hardware and longer-range extended products, indicating a shift in industry competition from basic availability to performance [5]

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]