在"智驾普及"与"泊车兜底"之后，比亚迪的智能化走上快轨。 7月28日，比亚迪召开小范围媒体沟通会，汽车新技术研究院院长杨冬生、副院长韩冰及数位技术负责人与36氪等媒体展开交流。 对于比亚迪一系列智能化动作带来了怎样的具体效果，杨冬生表示，"自从给泊车兜底后，我们看到车主的使用更加自信了"。 他向36氪透露，目前比亚迪用户对泊车功能的使用率已从原先的30-40%，提升至超60%水平。城市NOA受用户心态与信任度影响，黏性仅在20-30%左 右。但高速NOA的使用率峰值一度已经达到90%。 今年2月，比亚迪一口气发布了21款搭载高阶辅助驾驶的车型，推出了比亚迪辅助驾驶体系下天神之眼A、B、C三个平台。 A平台搭载双OrinX芯片，算力508TOPS，有 3 颗激光雷达，定位超高端，主要搭载在仰望品牌。B平台则只搭载了1颗OrinX芯片，算力254TOPS，有1颗 或2 颗激光雷达，主要搭载在腾势、比亚迪品牌。 C平台则是入门版本，是比亚迪智驾规模最大，也是当下自研的重点平台。不搭载激光雷达，使用英伟达Orin N 平台、地平线J6M，主要搭载在比亚迪品 牌。 现阶段可实现高速和城市快速路领航、辅助泊车等功能，比 ...

Core Viewpoint - The recent driving assistance test conducted by Dongche Di revealed that the average pass rate for nearly 40 vehicle models from over 20 brands was only 35.74%, highlighting significant safety concerns in the industry [2][3]. Group 1: Test Results and Implications - The test included 15 accident scenarios, with specific challenges in both highway and urban settings, showing that only 47% of vehicles could safely navigate construction scenarios and 58% could stop effectively for children unexpectedly crossing the road [2]. - Tesla's Model X and Model 3 outperformed other brands, successfully passing 5 out of 6 highway scenarios and 8 out of 9 urban scenarios [2]. - The results have sparked renewed discussions among car manufacturers regarding the safety of driving assistance technologies, with some executives acknowledging common technical bottlenecks in extreme scenarios [5][6]. Group 2: Industry Reactions - Various car manufacturers have expressed differing opinions on the test results, with some emphasizing the need for improved capabilities in high-speed evasion and recognition of non-standard obstacles [5][6]. - Tesla's CEO Elon Musk highlighted the company's achievement in the absence of local training data, while other companies refrained from commenting on the test [5][6]. - The test has also drawn criticism from netizens, questioning the validity of the results, which Dongche Di has defended by clarifying the testing methodology [6][7]. Group 3: Technological Challenges and Solutions - The industry faces significant challenges in enhancing vehicle perception systems, particularly in recognizing non-standard obstacles and adapting to complex driving environments [10][11]. - Solutions proposed include the integration of laser radar to improve near-field perception and the enhancement of computational power to better handle dynamic road conditions [11][12]. - The need for multi-dimensional visual fusion perception is emphasized to address the limitations of current sensor technologies, which struggle under adverse weather conditions and complex scenarios [12][13].

Core Viewpoint - BYD has committed to fully covering safety and losses for all users of its "Tianshen Eye" vehicles in smart parking scenarios in the Chinese market, marking a significant shift in responsibility from insurance companies to the automaker itself [1][2][3]. Summary by Relevant Sections Coverage Details - The coverage applies to all models equipped with the "Tianshen Eye A", "Tianshen Eye B", and "Tianshen Eye C" smart driving assistance systems, providing lifetime benefits to all users regardless of whether they are the first owners [5]. - Specific exclusions from the coverage include unauthorized modifications, improper use of the vehicle, and accidents determined to be the fault of third parties by relevant authorities [5]. Industry Context - Other companies like Hongqi and Xiaopeng have previously offered compensation for accidents involving automated parking or driving through insurance companies, but BYD's approach is more direct and aggressive, taking full responsibility without a cap on compensation [2][9]. - The industry has generally relied on insurance partnerships for such coverage, with automakers not directly responsible for claims, which contrasts with BYD's new policy [8][9]. Technical Implications - The smart parking feature, classified as L4 level capability, allows for fully autonomous parking, which is a significant advancement in the industry [8]. - The move by BYD emphasizes the need for automakers to take on the role of primary responsibility for their technology and products, which is seen as a crucial step towards maturity in smart driving technology [10][11][12]. Future Considerations - The effectiveness of BYD's coverage policy will depend on the efficiency of its implementation, including timely accident assessments and smooth compensation processes [13]. - The potential for increased customer service challenges due to a rise in smart driving incidents is a concern, as previous experiences with insurance claims have shown complexities that could lead to customer dissatisfaction [13].

编者荐语： 日经中文网与36氪展开内容交换合作，精选36氪的精彩独家财经、科技、企业资讯，与读者分享。 以下文章来源于36氪Pro ，作者李安琪 李勤 36氪Pro . 36氪旗下官方账号。深度、前瞻，为1%的人捕捉商业先机。 车企的AI辅助驾驶人才饥渴症。 文 ｜ 李安琪 编辑 ｜ 李勤 封面来源 ｜ 日经中文网 入职新公司第一天，张杨（化名）被要求"吐露"上家公司的辅助驾驶算法与代码。因没有积极配合，张杨没在新公司待多久就离 开了。 张杨的前东家是理想汽车，近年因迅速落地辅助驾驶而被行业关注，成为同行重点"探秘"的对象。 辅助驾驶的技术演化在持续喷发。从传统的基于规则的方案转向"端到端"模型路线后，车企的人才画像需求发生了极大变化，中 国车企像互联网大厂与AI公司一样渴求AI人才。 行业竞争激烈而持续。车企内部，团队赛马、立军令状、集体封闭式开发、"做不出来就换人"等，已经成为辅助驾驶部门的常 态。在高压的交付压力下，挖角高端人才、解密头部公司的技术，成为企业的一些"水下动作"。 尤其今年以来，辅助驾驶第一梯队公司的人才遭到了哄抢。有猎头人士告诉36氪，在端到端、AI大模型这波浪潮中，华为、理 想、Mom ...

Core Viewpoint - The article discusses the intense competition among Chinese automotive companies for AI talent in the field of assisted driving, highlighting the challenges and strategies involved in talent acquisition and retention [3][5][16]. Group 1: Talent Acquisition and Competition - Automotive companies are increasingly seeking AI talent, similar to tech giants and AI firms, due to the rapid evolution of assisted driving technology [3][6]. - The competition for high-end talent has intensified, with companies like Huawei, Li Auto, and Momenta being the most targeted for talent poaching [3][4]. - Li Auto's CEO mentioned that core team members receive over 20 headhunter calls each, indicating the high demand for skilled professionals [4]. Group 2: Legal and Competitive Strategies - Companies are resorting to non-compete agreements and lawsuits to prevent talent from moving to competitors, which has led to significant legal disputes [4][5]. - Li Auto has pursued legal action against former employees who joined rival companies, with compensation amounts reaching millions [4][5]. - The use of legal measures is a common tactic among automotive firms to safeguard their technological advancements and maintain competitive advantages [5]. Group 3: Technological Evolution and Challenges - The shift from rule-based systems to "end-to-end" models in assisted driving has created new challenges and opportunities for companies [6][23]. - The emergence of multi-modal large models, such as VLA (Visual-Language-Action), represents a new frontier in assisted driving technology [6][25]. - Companies like Li Auto are exploring various technical routes, including city NOA solutions and new generation models, to enhance their competitive edge [9][10]. Group 4: Industry Dynamics and Future Outlook - The assisted driving sector is witnessing a shift in power dynamics, with traditional automakers like BYD and Geely ramping up their self-research efforts while also leveraging external suppliers [16][18]. - The article emphasizes that while some companies may achieve quick results through talent poaching, true innovation requires original thinking and foresight [26]. - The ongoing evolution of assisted driving technology necessitates continuous adaptation and exploration by automotive firms to remain competitive in the market [22][26].

以下文章来源于和讯商业 ，作者徐帅 和讯商业 . 商业世界的故事、逻辑、认知。由"和讯商业"团队出品。 多位智驾工程师对和讯商业表示， 新规虽延缓了智驾的落地节奏，却并未动摇其作为未来竞争入场券的战略地位。 "开发阶段的影响其实不大，但新规提高了测试阶段的验证成本和OTA的成本，这对于商业化落地困难、资金链薄弱的企业来说，不是好消息，可能会加速 他们的退场。" 上海车展前一周，发布会依旧密集，但曾经铺天盖地的智驾营销已经悄然退场，取而代之的是高度同质化的安全功能展示。 用生命换来的这道紧箍咒，让曾经沉醉于智驾狂欢的车企骤然清醒，在营销层面迅速恢复克制和冷静。 但营销急刹车的表象之下，技术的军备竞赛仍在进行中。 事实上，即使没有这项新规，智驾行业洗牌的征兆也早有端倪。2024年以来，裁员潮与业务收缩基本席卷了整个主机厂的自研赛道。一部分智驾供应商同 样举步维艰，持续亏损与量产难题几乎平等地折磨着这些企业，悲惨者如纵目科技，已经倒在了IPO门前。 但与此同时，也有企业靠技术实力和抓机会的能力，在残酷的竞争中继续拉开与追赶者的差距，比如"地大华魔"。 站在2025年智驾新规发布的节点上，回顾近几年智驾产业的发展曲线 ...

Core Viewpoint - The launch of the Yangwang U7 marks a significant entry into the ultra-luxury electric vehicle market, challenging traditional fuel-powered luxury brands with advanced technology and innovative design [2][3][12]. Group 1: Product Launch and Pricing - The Yangwang U7, a flagship electric and plug-in hybrid vehicle, was launched with a starting price in the range of 620,000 to 708,000 yuan, positioning it as a luxury offering [2][13]. - The vehicle is equipped with cutting-edge technologies such as the Yisifang steering system, which boasts over 1,300 horsepower and a 0-100 km/h acceleration time of 2.9 seconds [6][14]. Group 2: Technological Innovations - The U7 features the Yunlian-Z intelligent suspension control system, which utilizes electromagnetic principles from aircraft technology, marking a revolutionary step in electric vehicle suspension systems [7][9]. - The suspension system achieves peak power of 50 kW and has a response time of 50 microseconds, significantly outperforming industry standards [9][10]. Group 3: Market Positioning and Strategy - The Yangwang U7 aims to disrupt the luxury car market traditionally dominated by brands like Maybach and Mercedes-Benz, showcasing the capabilities of Chinese brands in the high-end segment [13][14]. - The vehicle's development reflects a shift from traditional luxury car attributes to a focus on technological innovation, redefining the value proposition in the luxury automotive market [12][14]. Group 4: Future Implications - The Yangwang U7 sets a new benchmark for future luxury electric vehicles, emphasizing that the pricing standard will increasingly depend on technological content rather than brand prestige [14]. - This launch represents a strategic move by Chinese brands to reclaim the definition of luxury in the global automotive market, challenging established norms and expectations [14].

Industry Insights - The commercial vehicle sector saw a 5.11% increase, while passenger vehicles rose by 1.96% and commercial passenger vehicles by 0.98%. However, automotive parts and services declined by 3.00% and 4.99% respectively. Overall, the A-share automotive sector fell by 1.03%, underperforming the CSI 300 index by 1.05 percentage points [1] - Dongfeng Liuzhou announced the global first mass deployment of humanoid robots in its automotive factory, with 20 units of the UBTECH Walker S1 to enhance manufacturing efficiency and automation [1] - The Jiushi Z2 autonomous vehicle features four Hesai AT128 LiDARs and 13 cameras, capable of carrying approximately 300 packages per trip, reducing operational costs for delivery companies by about 40% compared to traditional logistics methods [1] Company Developments - BYD launched the Yangwang U7 on March 27, featuring the world's first intelligent suspension control system, priced at 628,000 and 708,000 yuan for its luxury and flagship versions respectively [2] - SUTENG Juchuang released the Active Camera product, integrating multiple sensors to provide a comprehensive development solution, significantly enhancing perception capabilities and simplifying the development process for robotics [2] Investment Recommendations - The automotive market showed strong performance in February, with a year-on-year increase of over 26% in passenger car sales, driven by trade-in policies and new model launches, indicating a potential recovery in the market [3] - Companies strategically positioning themselves in the humanoid robotics sector are expected to benefit, as many automotive firms leverage their expertise in mechanical and precision manufacturing [3] - The rise of advanced driving systems priced under 100,000 yuan presents opportunities for both upstream and downstream sectors in the automotive industry, with a focus on companies increasing their market share in smart vehicles and core components [3]