【智能车产业跟踪】光梭未来完成近亿元天使 产业研究中心 | 轮融资,加速新能源重卡市场化 | CR | 王浩(分析师) | | --- | --- | --- | | 摘要:产业最新趋势跟踪,点评产业最新风向 | 8 | 0755-23976068 | | O 信息速递 | 2 | wanghao2@gtht.com | | 汽车月度销量榜: | 登记编号 | S0880513090004 | | 7月新势力终端销量榜前三名为零跑(5.01万辆,环比 4.4%)、问界(4.08万 | | | | 辆,环比-8.8%)、小鹏(3.67万辆,环比 6.1%)。 | 3 | 张涵(研究助理) | | 新车发布: | 2 | 0755-23976666 | | 7/28-8/03 发布的新车:理想 i8、跨越星光、乐道 L90、瑞风 RF8、奔腾小马。 | 2 | zhanghan5@gtht.com | | 政策与热点事件: | 登记编号 | S0880124070046 | | 国家统计局:6月汽车行业利润增长 96.8% | | | | 吉利汽车集团携阶跃星辰联合参展 2025 世界人工智能大会 | 往期回顾 ...

Investment Rating - The report indicates a strong upward trend in the automotive and robotics sectors, particularly highlighting the potential of intelligent driving and humanoid robots as key investment opportunities [3][4]. Core Insights - Intelligent Driving: The sector shows robust growth with increasing penetration rates for smart driving technologies and accelerated commercialization of Robotaxi services. WeRide has obtained the first autonomous driving license in Saudi Arabia, making it the only company with licenses in six countries [1][7]. - Robotics: The industry is experiencing steady growth, with new product launches from leading overseas companies expected to drive acceleration in the sector. The introduction of the "Lingqu OS" by Zhiyuan Robotics aims to create an open-source framework for embodied intelligence [2][14]. Summary by Sections Intelligent Driving - WeRide announced its Q2 financial results and received the first autonomous driving license for its Robotaxi in Saudi Arabia, marking a significant milestone in its global expansion [1][7]. - The establishment of the Changan Group as the third national automotive central enterprise in China, with a registered capital of 20 billion yuan, indicates a strengthening of the automotive industry [1][10]. - The launch of the Li Auto i8, the first mass-produced VLA electric SUV, signifies advancements in electric vehicle technology and market competition [1][8]. - NIO's L90 SUV saw a surge in orders on its first day of launch, reflecting strong market demand for new electric models [1][9]. Robotics - The humanoid robot R1 was launched by Yushun Technology at a starting price of 39,900 yuan, showcasing advancements in consumer-grade robotics [2][25]. - Zhiyuan Robotics introduced the "Lingqu OS," an open-source operating system aimed at enhancing the integration of robotic systems and driving breakthroughs in embodied intelligence technologies [2][28]. - The robotics sector is witnessing increased collaboration among companies, with strategic partnerships being formed to enhance product offerings and market reach [2][20]. Investment Recommendations - The report emphasizes that ROBO+ represents the strongest industrial trend in the automotive sector, with intelligent driving and humanoid robots being pivotal areas for growth. The penetration rate for advanced intelligent driving is expected to see explosive growth by 2025 [3][4]. - Key supply chain components such as chips, LiDAR, and optical devices are anticipated to experience significant growth, with recommendations to focus on leading companies in these fields [3][4]. - The second half of 2025 will be crucial for monitoring technological advancements and market dynamics in the robotics sector, particularly regarding new technologies and component pricing [3][4].

同期，智已汽车联合享道出行、赛可智能共同宣布上海国际旅游度假区至浦东国际机场L4级Robotaxi专线开启试运行:并将于近期正式向公众开放，为市民 和游客提供高效、便捷的未来出行新体验。 8月1日，智己汽车首发上汽自研的超级增程技术--"恒星"超级增程，以恒星之名，正式进军增程市场。恒星超级增程创新采用行业最大"66kWh-800V增程电 池方案"，CLTC纯电续航超450公里，更带来超1500公里全程顶级电车体验，同时兼具超高安全保障与低温畅行能力。 搭载这一突破性技术的智己首款增程力作--新一代智己LS6，作为今年唯一的大五座大电池增程SUV，将于8月15日迎来全球首秀;备受瞩目的豪华旗舰车型-- 智已LS9也计划于今年第四季度正式与用户见面。 8月2日，智己汽车发文称，7月交付新车7021台，出海进程再提速，登陆英国、澳大利亚、尼泊尔等，技术迎来又一里程碑，"恒星"超级增程行业首发，新 一代智己LS6，首款增程车即将重磅登场。 7月26日，在2025世界人工智能大会(WAIC2025)上，智己汽车与享道出行、强生出租组成联合体，率先获得上海市新一批智能网联汽车示范运营牌照。这不 仅是对智已汽车L4级自动 ...

凤凰网科技讯 8月1日，智己汽车正式发布"恒星"超级增程，该技术首发宁德时代（300750）骁遥Max电 池，其电池容量66kWh、800V 高压技术，纯电续航超过450km，官方号称行业最长，充一次可用一 周。 同时，其支持4C充电倍率，具有268kW峰值充电功率，充电15分钟补充续航310km。综合续航超过 1500km，每百公里油电综合能耗2.07升，亏电油耗5.32升号称同级最低。该电池电量在仅有16%的状态 下，仍然能够实现275.5kW的放电功率。其支持4C充电倍率，具有268kW峰值充电功率，充电15分钟补 充续航310km。其具备冬季专属新能源策略——"低温畅行"模式，冬季长途行车工况维持电池恒温 20℃，中汽中心低温充电起始功率实测可达170kW。官方称，采用该技术的新车将是"自带超充桩的电 车"。 据介绍，智己汽车"新一代智己LS6"将于8月15日正式开启预售，该车为智己汽车首款超级增程车型， 定位"超级大五座智能SUV"。 ...