（原标题：地平线吕鹏：端到端用"老司机"数据，用户不会被"点刹"困扰） 21世纪经济报道记者何煦阳 报道 11月20日，在由南方财经全媒体集团指导、21世纪经济报道主办的2025新汽车年度盛典上，地平线副总 裁、战略部&智驾产品规划与市场部负责人吕鹏在谈到智能辅助驾驶的议题时分享道： "大家过去的这个制动系统里面，经常会碰到各种的点刹、重刹等等这样的场景，其实基本上都是由于 规则的介入带来的整个系统的不连贯性。那通过完整的端到端呢，因为学习的就是人类老司机的数据， 其实要出现点刹、重刹是非常难的，所以它的整个的控车会非常的丝滑。我们在今年量产之后，获得了 10家车企超过20款车型的定点，也会引领未来这个FSD的规模化量产落地。所以最后有一个slogan，我 们也是希望未来'把智驾交给地平线，把生活还给自己'。" （视频编辑：许婷婷，崔晓韵） ...

当人工智能的浪潮从虚拟世界涌向物理现实，汽车产业正站在这场变革的最前沿。自动驾驶领域技术路线纷繁复杂，"端到端"、"世界模型"、"VLA"等术语 层出不穷，业界对于何为"最优解"莫衷一是。 在由南方财经全媒体集团指导、21世纪经济报道主办的2025新汽车年度盛典上，南方财经全媒体集团编委会成员、集团客户端编委会执行总编辑、21世纪经 济报道编委会成员袁丁主持题为《汽车有"魂"，AI如何重塑用车体验？》的圆桌论坛，邀请到地平线副总裁吕鹏、千里智驾首席科学家秦海龙和场景实验室 创始人吴声三位业界专家，旨在穿透技术路线的迷雾，深入探讨AI如何超越工具属性，为汽车注入可进化、可感知的"灵魂"，从而彻底重塑人类的用车体 验。 场景实验室创始人吴声旗帜鲜明地指出，AI驾驶已超越"工具"范畴，正成为一种真实的生活方式，是通向AGI(通用人工智能)的最佳实践。 袁丁：当AI加速渗透物理世界，自动驾驶领域正处在充满分歧的路口。端到端、世界模型、VLA路线，哪条路线是自动驾驶的"最优解"？我们还要等待多久 才能迎来物理AI的曙光？吴声老师曾提出"AI场景革命元年"的概念，在汽车行业，AI场景应如何定义？目前是处于元年，还是已进入 ...

进入四季度以来，车企抢抓年底政策切换窗口期，生产供给保持较快节奏。车企新品继续密集上市、行 业综合治理工作稳步推进，汽车市场延续良好发展态势。 中国汽车工业协会（以下简称中汽协）最新数据显示，2025年10月，我国汽车产销分别完成335.9万辆 和332.2万辆，环比分别增长2.5%和3%，同比分别增长12.1%和8.8%，月度产销规模再创新高。其中， 新能源汽车和出口市场表现亮眼，成为驱动车市增长的重要引擎。 中国汽车流通协会乘用车市场信息联席分会（简称乘联分会）秘书长崔东树预判，今年四季度，车市在 政策引导和高增长基础上有望延续平稳增长势头。自明年起，新能源车购置税将由"免征"调整为"减半 征收"，政策变化刺激消费者在今年年底前集中购车，叠加年末车企冲量，新能源与出口双轮驱动的格 局进一步强化，智能网联技术升级和"反内卷"带来的市场秩序改善也将支撑消费信心，预计四季度车市 销量仍能实现小幅正增长。 在2025广州车展召开前夕，梅赛德斯-奔驰（中国）投资有限公司执行副总裁、梅赛德斯-奔驰中国研发 自动驾驶及车联网负责人王忻，上汽大众汽车有限公司销售与市场执行副总经理、上海上汽大众汽车销 售有限公司总经理傅强 ...

Group 1: Industry Trends - Multiple consumer electronics and optical electronics companies are accelerating the launch of new products and expanding into emerging markets, indicating a new industry landscape [1] - Companies are focusing on terminal innovations, with significant developments in AR glasses and panoramic drones, enhancing the commercialization process [1] - The industry is witnessing a positive cycle from demand insights, product development to market promotion, creating new market opportunities [1] Group 2: Product Launches - Liyad has launched its first AR glasses and an AI interactive toy, with the AR glasses featuring professional translation and meeting functionalities [2] - The company is leveraging its Micro LED technology to develop AR glasses, targeting sectors like culture, tourism, and office markets for customized solutions [2] - Dragon Flag Technology has begun mass production of AI glasses charging cases, with expected rapid growth in shipments next year [3] Group 3: Automotive and Robotics Developments - Huqin Technology anticipates its automotive electronics revenue will exceed 1 billion yuan for the first time this year, with breakthroughs in smart cockpits and intelligent driving [4] - Tobo's smart automotive products, including charging piles and laser radar motors, are gaining market share, with significant increases in laser radar shipments expected [5] - Fuliwang is transitioning to the humanoid robot parts market, investing 1 billion yuan in a new manufacturing project, with initial samples already sent to major clients [6]

Core Viewpoint - The company, Luxshare Precision, clarified its automotive business scope, which includes various components but does not involve vehicle manufacturing [2] Group 1 - The automotive business of the company encompasses products such as complete vehicle wiring harnesses, connectors, smart cockpits, intelligent driving assistance, power systems, and smart chassis [2]

Core Viewpoint - The article highlights the rapid growth and transformation of the Chinese electric vehicle (EV) market, emphasizing the shift from traditional fuel vehicles to smart, connected, and electric vehicles, which are redefining consumer expectations and the automotive industry as a whole [1][3][5]. Group 1: Market Dynamics - As of June 2025, the total number of motor vehicles in China reached 460 million, with 36.89 million being electric vehicles, showcasing significant growth in the EV sector [1]. - Chinese domestic EVs have achieved a breakthrough in the market, maintaining the highest global production and sales for several consecutive years, indicating strong industry vitality [1][5]. - The integration of smart features in EVs is changing consumer perceptions, with buyers now prioritizing intelligent driving assistance and interactive experiences over traditional metrics like battery range [3][5]. Group 2: Industrialization and Innovation - The prevalence of automobiles is seen as a marker of a country's industrialization, with the shift to EVs representing a new phase in this evolution, where smart technology and user experience are key indicators of industrial strength [2][3]. - The Chinese government has actively supported the EV industry through policies and infrastructure development, leading to a tenfold increase in charging stations to 16.696 million by July 2025, ensuring a robust support system for EV adoption [5]. - The convergence of electrification and intelligent systems is identified as the core development direction for the automotive industry, aligning with global carbon neutrality goals [5][6]. Group 3: Competitive Landscape - The entry of major tech companies like Xiaomi, Huawei, and JD.com into the EV market is intensifying competition, as traditional automakers leverage their manufacturing expertise while new entrants focus on smart technology and user experience [5][6]. - The article notes that the current testing and verification systems for electric vehicles are not fully mature, and the market will ultimately determine the survival of both traditional and new automotive players based on their ability to balance innovation and safety [6].

Core Insights - The China Consumer Association reported a total of 536,761 consumer complaints in Q3 2025, marking a year-on-year increase of 7.9% [1] - Complaints related to false advertising, safety issues, and contract problems have seen a significant rise compared to Q3 2024 [1] Group 1: Complaint Trends - The main complaint issues identified include shortcomings in overseas travel platforms, particularly in service delivery and customer support [2] - The rise in complaints about automatic renewal services is attributed to hidden terms, lack of fee reminders, and difficulties in cancellation [3] - There has been a notable increase in complaints regarding power banks, particularly concerning safety certifications and misleading product specifications [3] Group 2: Specific Issues in Travel and Services - Consumers face challenges with travel platforms that fail to assist in refund requests when hotels refuse to cooperate, leading to dissatisfaction [2] - Information on travel platforms is often outdated, resulting in consumers arriving at hotels that are no longer operational or have changed names [2] - The discrepancy between advertised and actual hotel conditions has led to increased consumer frustration [2] Group 3: Automatic Renewal and Product Complaints - Automatic renewal complaints are rising due to the obscured presentation of renewal terms and inadequate notification before charges are made [3] - Consumers report difficulties in canceling subscriptions due to hidden options and unresponsive customer service [3] - Complaints about power banks include issues with non-compliance to safety standards and exaggerated product claims, particularly from smaller brands [3]

Group 1 - The core viewpoint of the news is that Junsheng Electronics has officially listed on the Hong Kong Stock Exchange, marking a new phase in its global development [1] - The company issued approximately 155 million H-shares at a price of HKD 22 per share, raising a total of HKD 3.41 billion (approximately USD 439 million) [1] - The retail portion of the shares was oversubscribed by 147.67 times, while the international offering was oversubscribed by 9.78 times [1] Group 2 - The funds raised from the IPO will be used for the development and commercialization of automotive intelligent solutions and cutting-edge technologies, smart manufacturing upgrades, supply chain optimization, overseas business expansion, and potential investments and acquisitions [1] - Junsheng Electronics has invested over CNY 3 billion annually in R&D over the past few years, employing over 6,300 R&D personnel, which accounts for 13.3% of its total workforce [1] - The company has established a collaborative innovation network and a comprehensive software and hardware R&D platform to provide cross-domain products and strong technical services to global customers [1] Group 3 - Due to sustained high-intensity R&D investment, Junsheng Electronics has made continuous breakthroughs in automotive intelligence fields such as intelligent assisted driving and multi-screen smart cockpits [2] - The total amount of new orders received in the first three quarters of 2025 reached approximately CNY 71.4 billion, with Q3 alone exceeding expectations at CNY 40.2 billion, marking a recent high [2] - In early 2025, the company upgraded its positioning to "Automotive + Robotics Tier 1," expanding its R&D and manufacturing experience from the automotive sector to the embodied intelligent robotics field [2]

Core Insights - Tesla's Q3 financial results show a paradox with record revenue but a significant drop in net profit, indicating a shift in growth dynamics [1][4][10] Financial Performance - Total revenue for Q3 reached $28.1 billion, a 12% year-over-year increase, marking a historical high [1][4] - Net profit fell to $1.37 billion, down 37% year-over-year, with an operating margin of 5.8%, the lowest in nearly five years [1][4][6] Automotive Business - Global vehicle deliveries hit 497,000 units, a record, but the growth rate slowed to 7.4% year-over-year [2][3] - Production was lower than deliveries at 447,000 units, indicating inventory clearance [3][4] - The U.S. market saw a surge in deliveries due to the impending expiration of federal EV tax credits, leading to a temporary spike in sales [5][6] Market Dynamics - Tesla faces increasing competition in China from local brands like BYD and NIO, which are gaining market share through rapid product iteration and localized services [7][8] - In Europe, traditional automakers are intensifying their electric vehicle strategies, posing challenges to Tesla's market share [7] Energy Business - Tesla's energy storage business saw a significant increase, with installations reaching 12.5 GWh, a 44% year-over-year growth, contributing to a new growth pillar for the company [2][4] - The gross profit from energy products reached $1.1 billion, indicating strong performance in this segment [4] Strategic Shift - CEO Elon Musk emphasized a strategic pivot towards artificial intelligence, moving away from traditional automotive discussions [2][10] - Tesla is investing heavily in AI and robotics, with plans to expand its Robotaxi service and develop humanoid robots, which Musk believes will be central to the company's future value [10][12][13] - The company aims to balance short-term profitability with long-term strategic investments in AI and robotics [13]

Core Insights - The 2025 Automotive Technology and Equipment Development Forum will be held from November 6 to 8 in Suzhou, focusing on intelligent networking, manufacturing equipment, low-altitude economy, battery safety, and automotive chips [1] - The theme of this year's forum is "The Automotive Industry Embraces Artificial Intelligence," aiming to integrate urban and industrial characteristics [1] Group 1: Forum Activities - The forum will feature a "Scenario and Case Display Area" to showcase breakthrough automotive technologies and intelligent manufacturing equipment, enhancing brand influence and promoting high-quality development in the "Automotive + AI" sector [2] - An "Industrial Mother Machine" event will present innovative solutions for automotive and component processing, facilitating direct dialogue between industrial mother machine enterprises and new energy vehicle companies to promote collaboration and innovation [2] - The "Future Technology Tour" will include dynamic demonstrations of intelligent driving assistance, smart chassis, smart cockpits, and flying cars, creating an immersive experience for participants [2] Group 2: Industry Collaboration - The forum serves as a platform for deep collaboration among government, industry, academia, and research, aiming to identify pathways and opportunities for the intelligent transformation of the automotive industry [3]