马斯克努力收起笑容，一本正经地回答： " 是的，我不认为他们的产品吸引人，没有好技术，比亚迪在中 国也面临相当严重的问题，他们现在的重点是确保不会倒闭。 " 彼时，特斯拉推出的全球首款锂电池轿车 Model S ，以独特的电动和新奇的外观设计刷新了人们对汽车 的想象，马斯克一跃成为全球耀眼的车圈明星人物；而大洋彼岸的中国对手们，产品看上去像上个世纪的 古董车，遑论电动与智能化。 " 过去十年，中国智驾产业完成从封闭链条，向普惠生态转折。 " 作者丨 林子川 编辑丨 李雨晨 2011 年的一档美国电视节目上，主持人向特斯拉 CEO 马斯克提起，一些竞争对手正在崛起，当听到比 亚迪后，马斯克乐不可支，笑声一度打断主持人的讲话。 主持人感到疑惑，询问马斯克： " 你不认为比亚迪是竞争对手吗？ " 十四年后的今天，被马斯克轻视的中国车企们凭借着在电动化的持续发力，销量已反超特斯拉，比亚迪、 吉利成为 2024 年全球十大车企。 然而，特斯拉之所以能被持续看好，背后的核心还有基于自研芯片的智能驾驶能力。每一次特斯拉 FSD 的更新，都如同投入智驾行业的一颗 " 石子 " ，迅速在国内智驾领域掀起跟进与研究的浪潮。 从 ...

Core Insights - The automotive industry is entering an era of universal intelligent driving by 2025, with AI technology deeply integrated into smart cockpits and autonomous driving, marking a significant transformation in the sector [2][3] Group 1: Intelligent Driving and AI Integration - "Intelligent driving equity" has emerged as a key theme, with traditional automakers and new players racing to adopt advanced driving systems, leading to the prediction of 2025 as the "year of universal intelligent driving" [3] - BYD has launched its self-developed "Tianshen Eye" advanced driving system, enhancing the driving experience across its entire model range and supporting sales growth [3] - The overall cost of intelligent driving has significantly decreased due to technological advancements, enabling systems to be integrated into vehicles priced around 100,000 yuan or lower [3][6] Group 2: VLA Model and Its Advantages - The introduction of VLA (Visual Language Action) models by various automakers signifies a trend in intelligent driving, addressing the unpredictability of traditional end-to-end models [4][5] - VLA models enhance the ability to handle complex scenarios and provide interpretability in decision-making, mimicking human driving logic [5] - Companies like Li Auto have upgraded their systems to VLA architecture, improving spatial understanding and communication capabilities [5] Group 3: Robotaxi Commercialization - The commercial application of L4-level autonomous taxis (Robotaxi) is accelerating, with cities like Shanghai seeing the deployment of driverless vehicles [7] - The Robotaxi market in China is projected to grow from $54 million in 2025 to $47 billion by 2035, with over 50,000 Robotaxis expected to operate in more than 10 cities by 2030 [8] - Companies like Xiaoma Zhixing and Wenyan Zhixing reported significant revenue growth in their Robotaxi businesses, indicating a rapid commercialization trend [9][10] Group 4: Emerging Technologies and Opportunities - The automotive industry is also focusing on embodied intelligence, flying cars, and humanoid robots as new opportunities for growth by 2025 [11][12] - The development of flying cars is seen as a transformative innovation in transportation, with companies targeting 2026 for mass production [12] - The integration of industrial internet technologies in automotive manufacturing is redefining production processes and driving the shift towards intelligent manufacturing [12][13]

从城市NOA到高速NOA，从一段式端到端到世界行为模型（WA）、视觉语言模型（VLM）、视 觉语言行动模型（VLA），从自动驾驶出租车（Robotaxi）到具身智能……2025年，汽车行业进入全民 智驾时代，人工智能（AI）技术已深度融入智能座舱、自动驾驶等核心领域，前沿技术的加持，加速 了汽车智能化技术飞速演进，"智驾平权"成为全年关键词。 "智能化将成为汽车产业变革'下半场'最重要的增量动力，也是决定未来汽车产业格局的新支点。"中国 汽车工程学会名誉理事长、华汽汽车文化基金会理事长付于武在接受《中国汽车报》记者采访时表示， 2025年是人工智能与汽车智能化深度融合赋能的新起点，"AI定义汽车"正成为汽车智能化的核心范式， 也标志着汽车产业从传统的"硬件定义"和"软件定义"阶段，迈入以AI重塑产品本质和用户体验的新阶 段。 "智驾平权"成为标尺 2025年初，"智驾平权"呼声高涨，成为与新年曙光相伴而至的行业风景。从传统车企到造车新势力，以 及相关的智驾供应商，都竞相奔赴"智驾平权"新赛道，更有甚者，还将2025年称为"全民智驾元年"。 比亚迪2月发布了自研的"天神之眼"高阶智驾系统，逐步实现对全系车型的覆 ...

图源：长城汽车 今天，我们站在2025年的尾巴上回顾这一年的变化，可以看到那些曾经靠"零接管"神话圈粉的造车新势力，不得不把PPT上的科幻片改成纪实纪录片；那些 曾在算力军备竞赛中狂奔的供应链，也开始学会在边界内深耕。 浮华渐褪，本真显现。智能驾驶虚假宣传被严打后，如今行业怎么样了？ 官方祛魅后，智驾技术进步更快了 要理解这场智驾减速大戏，我们需要把时间线调到2025年春天。 4月16日，工信部装备工业一司召开智能网联汽车准入管理推进会，一纸禁令掐住了行业多年的吹牛习惯。会议要求"不得进行夸大和虚假宣传，严格履行告 知义务"，并且需要将"组合驾驶辅助"定为官方表述。 2025年即将结束，这一年关于汽车行业有很多关键词，其中之一就是"自动驾驶踩刹车"。 今年春天，工信部一纸公文，将"自动驾驶"列为禁词，车企们宣传的"L2.999"文字游戏被戳破，中国智能驾驶产业被迫从一场持续三年的技术狂欢中清醒过 来。安全最终压倒了速度，责任取代了噱头。 变化是立竿见影的。首先是车企宣传话术风格的剧变。电车通随机查找了国内主流车企的官网，发现"自动驾驶"一词出现频率大幅下降，基本已经消失，取 而代之的是"辅助驾驶""智驾辅助" ...

12月5日，比亚迪在深圳坪山举行临时股东大会。会上，比亚迪董事长兼总裁王传福表示，今年比亚迪国内 市场销量出现下滑，一方面由于比亚迪当前技术领先度不及前几年，技术成果的市场惊艳度有所下降，叠加 行业同质化特征渐显，这一变化符合产品及技术发展的周期性规律。另一方面，低温充电速度慢等用户需求 痛点，也亟待通过技术突破予以解决。 数据显示，2025年9月，比亚迪售出39.6万辆，同比下滑5.5%，被上汽集团以44.0万辆的销量首次超越，终 结了自2024年3月以来连续18个月的月度销量冠军纪录。10月，差距进一步拉大——上汽以45.4万辆保持领 先，比亚迪虽然销量回升至44.2万辆，但仍未摆脱负增长阴影。 不过，在刚刚过去的11月份，比亚迪销量高达480,186辆，创下年内新高，重新夺回月度销冠。其中，海外 市场表现尤为亮眼，单月销售突破13万辆，同比激增297%，创历史新高。 会上，王传福表示："我之所以说目前技术不够领先，是因为后面还有重磅技术发布，但目前不方便透 露。"王传福说，比亚迪的核心竞争力在于技术，公司麾下12万工程师团队，是公司后续技术攻坚、重塑领 先优势的关键底气与支撑。 （图片来源：摄图网） | ...

Core Insights - The overall complaint index for car manufacturers increased by 39% year-on-year, reaching 163,069.85 for the first three quarters of 2025, with all but one manufacturer showing an upward trend in complaints [2] Group 1: Complaint Index by Manufacturer - BYD leads with a complaint index of 71,529.2, up 115.01% year-on-year, primarily due to issues related to new car price reductions and upgrades, with 74% of complaints stemming from this issue [4][5] - Changan Automobile ranks second with a complaint index of 9,977.1, a 34.27% increase, with major complaints about system upgrades and transmission stuttering [5] - Chery Automobile holds the third position with a complaint index of 5,118.05, up 12.73%, with complaints focused on system upgrades and engine performance [5] Group 2: Notable Increases in Complaints - Li Auto's complaint index surged by 575% to 4,160.35, mainly due to issues with lower arm noise in the L series [6] - FAW Hongqi's complaint index rose by 543.82% to 2,981.55, with complaints centered on system lag and upgrade issues [6] - The overall complaint issues are concentrated in areas such as new car pricing strategies, system upgrades, transmission problems, and engine performance [6]

Core Viewpoint - The automatic driving industry is undergoing a significant technological shift towards "end-to-end" solutions, driven by Tesla's leadership and advancements in large model technologies. This shift is prompting domestic automakers to increase investments and adjust their structures, making "end-to-end" a mainstream production solution by 2024 [1]. Group 1: Key Figures in Automatic Driving - The article highlights key figures in China's automatic driving sector, focusing on those who directly influence technology routes and team growth [1]. - Notable leaders include: - **Lang Xianpeng** from Li Auto, who has led advancements in assisted driving technology, including the launch of full-scene NOA and the no-map NOA feature [5]. - **Ye Hangjun** from Xiaomi, who has been pivotal in the development of Xiaomi's end-to-end driving system and has overseen multiple cutting-edge projects [7][9]. - **Ren Shaoqing** from NIO, who has significantly contributed to the development of urban NOA and emphasizes the importance of data in smart driving [11]. - **Li Liyun** from XPeng, who has taken over leadership in smart driving and focuses on a pure vision solution [14][15]. - **Yang Dongsheng** from BYD, who has led the development of the DM-i hybrid system and is pushing for the integration of advanced driving systems across all BYD models [17][20]. - **Su Jing** from Horizon Robotics, who is leading the development of end-to-end HSD solutions [21][22]. - **Cao Xudong** from Momenta, who has developed a data-driven strategy for autonomous driving and is focusing on end-to-end large models [25][26]. Group 2: Technological Trends and Innovations - The article discusses the technological evolution in the automatic driving sector, emphasizing the transition to end-to-end architectures and the emergence of large models, world models, and VLM solutions [1][53]. - Companies are adopting various strategies: - Li Auto is focusing on E2E and VLA systems [5]. - Xiaomi is heavily investing in end-to-end technology with significant output [9]. - NIO is pursuing a world behavior model approach [11]. - XPeng is committed to a pure vision strategy [15]. - BYD is integrating advanced driving systems across its entire lineup [20]. - Momenta is leveraging a dual strategy of L2 and L4 development to enhance its market position [26]. Group 3: Future Outlook - The article concludes that the leaders in the automatic driving industry are crucial in shaping the future of smart driving in China, with a shared goal of creating systems that are safe, reliable, and tailored to local conditions [51][53]. - The ongoing competition and collaboration among these leaders will drive the industry towards more intelligent and user-friendly solutions [51].

Core Viewpoint - The article emphasizes the importance of ensuring the safety of intelligent driving vehicles and calls for companies to avoid misleading advertising while taking responsibility for educating consumers about intelligent driving principles [3][5][6]. Group 1: Industry Concerns - The recent tragic accident involving a Xiaomi vehicle in NOA mode has raised serious concerns about the safety of intelligent driving systems, highlighting the gap between marketing claims and actual capabilities [5][6]. - Many car manufacturers have exaggerated the capabilities of their L2-level driving assistance systems, misleading consumers into believing they offer near L3-level autonomous driving [6][7]. - The penetration rate of NOA in China's passenger vehicles is less than 20%, indicating that the market is still in its early stages and that excessive competition has led to misleading marketing practices [7][14]. Group 2: Shift in Marketing Strategy - Following the accident and subsequent regulatory scrutiny, many companies have begun to downgrade their marketing language from "intelligent driving" to "assisted driving," reflecting a shift towards a more cautious approach [14][30]. - The Ministry of Industry and Information Technology has mandated stricter regulations on advertising for intelligent driving systems, prohibiting exaggerated claims and emphasizing the need for companies to take responsibility for safety [14][30]. - The initial excitement around "全民智驾" (Universal Intelligent Driving) has quickly faded, with companies now focusing on safety as a core selling point rather than just technological advancements [12][14]. Group 3: Safety as a Priority - The article highlights a growing consensus in the industry that safety must be prioritized, with many companies now integrating safety into their brand identity and product offerings [24][30]. - Prominent figures in the automotive industry have reiterated that safety is the ultimate luxury in vehicle design, emphasizing the need for a new safety perspective in the era of intelligent electric vehicles [19][20]. - The shift towards prioritizing safety is seen as a necessary response to increasing consumer awareness and regulatory pressure, marking a return to the fundamental values of the automotive industry [25][30].

Core Viewpoint - The Chinese new energy vehicle market is undergoing a silent transformation, with a shift from "smart driving" to "assisted driving" among various car manufacturers, reflecting pressures from tightening regulations, ambiguous responsibility definitions, and intensified market competition [1][2][9] Policy Changes - Regulatory bodies such as the Ministry of Industry and Information Technology and the Ministry of Public Security have mandated the use of "assisted driving" terminology instead of "automatic driving" or "high-level smart driving," leading to a comprehensive shift in marketing language among car manufacturers [2][3] - During the 2025 May Day holiday, most new energy vehicle brands, including Li Auto, Xiaomi, NIO, and Xpeng, have noticeably changed their promotional language, with Xiaomi updating its SU7 vehicle's terminology from "smart driving" to "assisted driving" [2][3] Marketing Strategy Shift - Car manufacturers are now focusing their marketing efforts on traditional features such as space and battery life, rather than emphasizing smart driving capabilities unless specifically inquired by customers [2][3] - NIO has clarified the functional positioning of its models, with the ET5 offering urban NOA capabilities while the newly launched Firefly model focuses on commuting and family use without highlighting smart driving features [2][3] Responsibility Mechanism Innovation - Xpeng has adopted a more restrained approach in promoting its navigation assistance features, encouraging users to remain attentive and consider additional services like "smart driving insurance" to mitigate legal risks associated with safety incidents [3] - The industry's cautious stance aims to clarify user responsibilities and avoid disputes arising from over-promising capabilities [3] Market Competition Trends - The competition in the new energy vehicle market is evolving, with three main trends: accelerated technological parity, differentiated user experiences, and data-driven iterations [4][5] - Major manufacturers are enhancing their smart driving systems, with BYD announcing the integration of its "Tianshen Eye" system across all models, and Changan and Geely also unveiling ambitious smart driving plans [4][5] User Experience and Pricing - High-level smart driving technology is expected to penetrate the mainstream price range of 100,000 to 200,000 yuan, with predictions indicating that by the end of 2025, the penetration rate of passenger car NOA will reach 20%, nearly doubling from the previous year [5][6] - The focus on user experience is diversifying, with companies like Xpeng and Huawei enhancing their offerings through improved functionality and scene applicability [5] Industry Restructuring - The industry is witnessing a restructuring phase, with only a few new players like Li Auto and Leap Motor achieving profitability, while others face significant losses [7] - The consensus is that achieving annual sales of 400,000 units is crucial for reaching the breakeven point, prompting brands like Xpeng and Xiaomi to balance scale and cost [7] Ecosystem Development - Leading companies are building competitive advantages through ecosystem strategies, including cross-industry technology applications and infrastructure collaboration [8] - Significant investments are being made in projects like the vehicle-road-cloud integration initiative, with major cities like Beijing and Wuhan investing over 10 billion yuan to enhance smart vehicle capabilities [8] Conclusion - The shift from "smart driving" to "assisted driving" represents both a regulatory-driven adjustment and a proactive move towards practical user experiences, indicating a potential pathway for the Chinese smart automotive industry to achieve high-quality development [9]

Group 1 - The 2025 Shanghai International Automobile Exhibition reflects the hot automotive consumption in China, showcasing new technologies and products while highlighting new consumer characteristics such as a shift from "price wars" to "technology wars" [2] - McKinsey's report indicates that consumers are increasingly favoring hybrid and range-extended vehicles due to their convenience and ability to alleviate range anxiety, marking a significant trend in automotive consumption [7][9] - The exhibition emphasizes the importance of "scene-based" applications in creating differentiated products, driven by the rising wave of "technology equality" among consumers [5][11] Group 2 - The theme of the exhibition is centered around intelligent driving, with numerous brands showcasing advanced autonomous driving systems, including BYD's "Heavenly Eye" and NIO's third-generation NAD system [3][4] - Major automotive brands like Volkswagen and Mercedes-Benz presented their latest intelligent connected vehicles, with Volkswagen showcasing over 50 models, including 7 global debuts [3] - The collaboration between Huawei and automakers, such as the launch of the "SAIC尚界" brand, highlights the integration of technology and automotive sectors, aiming for significant market impact [18] Group 3 - The exhibition features a variety of new energy vehicles, with companies like Buick and Chery presenting plug-in hybrid models that combine electric and fuel efficiency [7][12] - Innovations in charging technology were prominent, with BYD's "Megawatt Flash Charge" and Huawei's 1.5MW solution demonstrating significant advancements in charging speed and efficiency [14][15] - The introduction of hydrogen fuel cell vehicles by various manufacturers indicates a growing interest in alternative energy solutions for long-distance travel [15] Group 4 - The event showcased a diverse range of products catering to various consumer needs, from family-oriented vehicles to high-performance luxury cars, reflecting the industry's response to evolving consumer preferences [11][12] - The presence of numerous technology companies at the exhibition underscores the critical role of tech in the automotive ecosystem, with firms like Bosch and Intel highlighting their contributions to automotive intelligence [17][19] - The collaboration between automotive manufacturers and tech companies is seen as a key strategy to meet rapidly changing consumer demands and to lead the automotive market [19]