阿里可能要 " 发财 " 了，最近收获一个港股 IPO：斑马网络。 这是一个超级独角兽，做汽车操作系统的，早在 2024 年，估值就突破 210 亿元。 过去 7 年，它累计融资 5 轮，起步就融资 16 亿，最高一轮融了 30 亿元。走的是 " 天之骄子 " 路线，也可以说是 " 企二代 " 路线。 更关键的是，它所处的智能座舱行业，正与 AI 深度结合，处于蓬勃发展的黄金期：可能与手机的进化过程有点像，从大哥大、功能机，变成智 能手机，再到未知的 AI 新终端。 智能座舱也是一样：功能会从老式收音机，到简单的屏幕交互、语音控制，再到未来的 " 主动识别需求 + 主动决策 "。 这个趋势（AI+ 座舱）是个增量市场。2024 年，其在整体市场占比约 15 - 20%，预计到 2030 年将跃升至 35-40%。这组数据说明一个道理：座舱 若不拥抱 AI 趋势，会丢掉半条命。 具体来说，AI 座舱的进化趋势可总结为 2 个。 目前，它最核心的产品是：汽车操作系统。2022 年该项收入占比 86.7%，2023 年占比 86.2%，2024 年占比 83.4%。该系统支持车载娱乐功能、 OTA（一种无线通信）等 ...

Core Viewpoint - The article discusses the rapid growth and potential of the intelligent cockpit industry, particularly focusing on the company Zhiban Network, which specializes in automotive operating systems and has achieved a valuation exceeding 21 billion yuan by 2024 [1][9]. Company Overview - Zhiban Network has raised a total of 5 rounds of financing over the past 7 years, starting with 1.6 billion yuan and reaching a peak of 3 billion yuan in its latest round [2][10]. - The company is backed by Alibaba, which has positioned it as a "second-generation enterprise" in the automotive technology sector [11][12]. - The primary product of Zhiban Network is its automotive operating system, which accounted for 86.7% of its revenue in 2022, 86.2% in 2023, and is projected to be 83.4% in 2024 [13]. Market Dynamics - The intelligent cockpit market in China is projected to grow from 129 billion yuan in 2024 to 327.4 billion yuan by 2030, with a compound annual growth rate (CAGR) of 16.8% [17]. - The software-based cockpit solutions market is expected to increase from 40.1 billion yuan in 2024 to 114.9 billion yuan by 2030, with a CAGR of 19.2% [18]. Industry Trends - The evolution of intelligent cockpits is likened to the transition from traditional mobile phones to smartphones, aiming to transform car cockpits from mere tools to intelligent companions [19]. - The current stage of development includes passive interaction, with future advancements expected to incorporate proactive demand sensing and autonomous execution capabilities [20][22]. Competitive Landscape - In 2024, Zhiban Network is projected to hold a 7.8% market share in China's intelligent cockpit software solutions, ranking first among competitors [24]. - Major competitors include Huawei, iFlytek, and Desay SV, with Zhiban Network distinguishing itself as one of the few companies with a fully self-developed automotive operating system [24][25]. Future Opportunities - The integration of AI with intelligent cockpits is anticipated to grow from 15-20% of the overall market in 2024 to 35-40% by 2030 [26]. - Zhiban Network has partnered with Ele.me to launch the first in-car AI ordering application, indicating a trend towards creating a closed-loop car life experience [27].