● 本报记者 李嫒嫒 10月16日-18日，2025世界智能网联汽车大会在北京召开，与会嘉宾围绕智能网联汽车产业发展成就与 前景展望纷纷建言献策。近年来，世界各国普遍将智能网联汽车视为突破产业瓶颈、培育新增长极的核 心抓手，这推动了智能驾驶辅助技术驶入发展的快车道。 与此同时，有嘉宾认为，虽然当前我国智能网联汽车产业已经取得了一定成效，但是仍面临法律法规不 够健全、部分关键技术尚未突破、基础设施建设不及预期等各种挑战。尤其是，智能驾驶辅助技术在快 速发展的同时需要各方合力筑牢安全底线，成为与会嘉宾的共识。 行业发展提速 我国具备组合驾驶辅助功能的乘用车新车渗透率达62.6%、具备领航驾驶辅助功能的乘用车新车渗透率 达21.5%、车端5G与C-V2X装配量超过300万辆、有关部门制定发布国家及行业标准88项……从技术突 破到场景落地，智能网联汽车产业蓬勃发展。 工信部装备工业一司副司长、一级巡视员郭守刚表示，智能网联汽车是汽车与人工智能、信息通信、云 计算、大数据、智慧交通等技术深度融合的载体，对提升交通安全、优化出行效率、推动产业升级、激 活数字经济等都具有十分重要的作用。 "当智能化浪潮重构全球汽车竞争的格 ...

Core Insights - Nanjing is actively developing a high-quality product group in the new energy vehicle sector, with a projected 45% year-on-year increase in production by mid-2025 [1] - The local tax authority is providing support to new energy vehicle companies, facilitating research and development, and ensuring compliance with tax policies [1] - Export tax rebates are significantly aiding companies in expanding their overseas markets, with one company reporting nearly 30 million yuan in tax rebates from January to August this year [2] - The establishment of a service team by the tax department aims to assist rural areas in understanding tax benefits related to new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is experiencing robust growth, with one company reporting a revenue increase from 20 million yuan in 2013 to 2 billion yuan in 2023 [4] Group 1 - Nanjing's new energy vehicle production is expected to grow by 45% year-on-year by mid-2025 [1] - The tax department is actively supporting local companies in R&D and compliance, resulting in tax benefits of nearly 1 million yuan for one company over three years [1] - Export tax rebates are crucial for companies, with one reporting 30 million yuan in rebates, easing financial pressures and encouraging market expansion [2] Group 2 - The tax authority's youth service team is enhancing tax benefit awareness in rural areas, promoting new energy vehicle purchases [2] - Nanjing's new energy vehicle industry is thriving, with a company experiencing a 100-fold revenue increase over ten years [4] - The tax department's services are helping companies manage compliance risks and understand relevant policies [4]

Core Insights - The competition in the new energy vehicle market is intensifying, with smart driving transitioning from an "add-on" to a "must-have" feature, leading to a "arms race" in smart driving technology [1] - Traditional automakers are increasingly opting to acquire mature smart driving technologies rather than developing them in-house, as evidenced by recent investments from companies like FAW and Mercedes-Benz [1][2] - The market for smart driving is becoming a "game for the strong," with leading suppliers gaining significant advantages in data, computing power, and algorithm iteration [10][12] Group 1: Investment Trends - FAW has acquired a 35.8% stake in Zhuoyue Technology, becoming its largest single shareholder, while Mercedes-Benz invested 1.34 billion yuan in Qianli Technology, acquiring a 3% stake [1][2] - Traditional automakers are shifting their strategies to focus on acquiring proven smart driving technologies rather than investing in startups [1][2] - Companies like BYD and Geely are also making significant investments in smart driving firms, indicating a trend towards deeper collaboration and investment in third-party technologies [2][5] Group 2: Strategic Shifts - Many traditional automakers are consolidating their internal smart driving teams to enhance efficiency and focus on strategic partnerships with third-party suppliers [4][5] - The approach of "two-pronged betting" is becoming common, where companies maintain partnerships with third-party suppliers while also developing their own smart driving strategies [5][7] - The urgency of the market is pushing automakers to collaborate with established smart driving suppliers to mitigate risks and accelerate development [7][8] Group 3: Market Dynamics - The smart driving market is witnessing a division into three main camps: ecosystem giants like Huawei and Horizon Robotics, algorithm-focused suppliers like Momenta, and automaker-backed firms [8][9] - The competitive landscape is narrowing, with leading players like Momenta and Huawei capturing significant market shares in the navigation-assisted driving sector [9][10] - The emergence of advanced models like VLA (Vision-Language-Action) is reshaping the smart driving landscape, requiring substantial data and computing resources, thus raising the entry barriers for smaller suppliers [10][12][14] Group 4: Future Outlook - As automakers increasingly acquire smart driving capabilities, the competition will shift back to core aspects such as cost efficiency, user experience, and data iteration capabilities [21] - The collaboration between automakers and smart driving suppliers is evolving from simple partnerships to deeper, more integrated development efforts [21] - The future of smart driving will depend on how effectively companies can translate acquired technologies into tangible user benefits, emphasizing the need for both capital investment and strategic insight [21]

Group 1: Industry Dynamics - In the last week of September, the domestic automotive market saw significant developments including policy releases, market sales, quality supervision, and corporate actions [1] - The Ministry of Industry and Information Technology reported that the penetration rate of passenger cars equipped with combined driving assistance systems exceeded 60% [1][3] - From January to July, the sales of new passenger cars with combined driving assistance systems reached 7.76 million units, marking a penetration rate of 62.6%, an increase of 5.7 million units and 40 percentage points compared to the same period in 2021 [3] Group 2: Policy and Standards - The Ministry of Industry and Information Technology is soliciting public opinions on the mandatory national standard for "Automotive Door Handle Safety Technical Requirements" and three amendments to existing standards, with a deadline for feedback set for November 22, 2025 [4] - The Ministry of Commerce and eight other departments issued guidelines to promote the development of digital consumption, including trials for the access and road use of intelligent connected vehicles [3] Group 3: Market Performance - The China Passenger Car Association reported that retail sales of passenger cars from September 1 to 21 reached 1.191 million units, a year-on-year increase of 1% and an 8% increase compared to the previous month [6] - During the same period, retail sales of new energy vehicles reached 697,000 units, a year-on-year increase of 10% and an 11% increase compared to the previous month, with a cumulative retail of 8.267 million units for the year, up 24% year-on-year [6] Group 4: Quality Supervision - The State Administration for Market Regulation announced its first special inspection of the quality of new energy vehicle products to prevent low-price and low-quality risks in the industry [6] Group 5: Corporate Actions - Seres announced that it received approval from the China Securities Regulatory Commission for the issuance of H-shares, planning to issue up to 331,477,235 shares for listing on the Hong Kong Stock Exchange [8][9] - Mercedes-Benz and Momenta announced a collaboration to develop a new generation of intelligent driving assistance systems, which will debut in the new electric CLA model this autumn [11]

Core Insights - Mercedes-Benz and Momenta announced a collaboration to launch an intelligent driving assistance system based on Momenta's large model, set to debut in the new pure electric CLA model this fall [2] - The system will provide intelligent driving assistance capabilities across various scenarios, including highways, urban areas, and parking, with plans for expansion to more Mercedes-Benz models in the future [2] Group 1 - The intelligent driving assistance system is developed using local Chinese data and incorporates experiences from seasoned drivers to better meet the needs of Chinese customers [3] - The development process adhered to "Mercedes standards," involving extensive real-world road tests and simulation tests to ensure system reliability [3] - The system has undergone rigorous testing in high-traffic urban areas and complex environments, including over a hundred vehicles in real-world tests and continuous simulation testing at a scale of billions of kilometers [3] Group 2 - Momenta has achieved mass production of an end-to-end intelligent driving assistance solution, with the new pure electric CLA system demonstrating efficiency comparable to human driving while prioritizing safety [4] - The system includes features such as not forcing through yellow lights, preventive deceleration at intersections, and yielding to pedestrians at crosswalks [4] - The collaboration has significantly shortened the development to production cycle, showcasing the integration of "Mercedes standards" and "Chinese strength" [4]

Core Insights - Momenta is set to launch a jointly developed intelligent driving assistance system with Mercedes-Benz, which will first be featured in the new domestic all-electric CLA model this autumn [1] - The system is trained using local Chinese data and incorporates a wealth of experienced driver inputs to better meet the needs of Chinese customers [1] - The system will provide intelligent driving assistance capabilities across various scenarios, including highways, urban areas, and parking, enabling from parking space to parking space functionality [1] - There are plans to expand this system to more Mercedes-Benz models in the future, supporting the brand's strategy for intelligent driving assistance [1]

Core Viewpoint - Mercedes-Benz and Momenta have officially announced a collaboration to develop an intelligent driving assistance system based on Momenta's large model, which will debut in the new domestic all-electric CLA model this fall [1] Group 1: Product Development - The intelligent driving assistance system will feature advanced capabilities for smart driving assistance [1] - The system will enable intelligent driving functions from parking space to parking space in highway, urban, and parking scenarios [1] - Future expansions of this system are planned for more Mercedes-Benz models [1]

Core Viewpoint - Mercedes-Benz and Momenta have officially announced the upcoming release of their jointly developed intelligent driving assistance system, which will first be featured in the new domestic all-electric CLA model launching this autumn [1][3]. Group 1: Collaboration and Development - The collaboration between Mercedes-Benz and Momenta has been ongoing for several years, focusing on the development of a new intelligent driving assistance system tailored to Chinese traffic conditions and driving scenarios [3]. - The system integrates Mercedes-Benz's engineering expertise with Momenta's AI technology, aiming to provide a safer and more intelligent travel experience for Chinese customers [3][4]. Group 2: System Features and Testing - The intelligent driving assistance system will offer smart driving capabilities from parking space to parking space in various scenarios, including highways, urban areas, and parking lots [1][4]. - The development process utilized local Chinese data and included extensive real-world testing across multiple cities, ensuring the system's reliability and performance under various conditions [3][4]. - The system emphasizes safety features, such as not forcing through yellow lights and yielding to pedestrians at crosswalks, while enhancing the overall driving experience through optimized vehicle dynamics and collaboration with the driving assistance system [4].

Core Viewpoint - Mercedes-Benz and Momenta are set to launch a jointly developed intelligent driving assistance system, initially featured in the new all-electric CLA model, with plans for expansion to more Mercedes-Benz vehicles in the future [1][3]. Group 1: Strategic Collaboration - Mercedes-Benz became the first international car manufacturer to invest in Momenta in 2017, marking a forward-looking approach in the intelligent driving assistance sector [3]. - The collaboration has involved close teamwork and significant investment in the development of the new intelligent driving assistance system [3]. Group 2: System Features and Development - The intelligent driving assistance system is designed to provide smart driving support in various scenarios, including highways, urban areas, and parking, enhancing convenience and comfort for users [3]. - The system is tailored to Chinese traffic conditions and driving scenarios, developed by a Sino-German team to meet Mercedes-Benz's standards while incorporating Momenta's advanced AI technology [3]. - Extensive testing has been conducted, including real-world road tests and simulation tests, ensuring the system's reliability in extreme weather and complex road conditions [3]. Group 3: Market Position and Future Outlook - The new all-electric CLA model aims to deliver a driving experience that is both safe and intelligent, with features that prioritize safety, such as not running yellow lights and yielding to pedestrians at crosswalks [5]. - The collaboration between Mercedes-Benz and Momenta is expected to significantly shorten the development to production cycle, showcasing the integration of "Mercedes standards" with "Chinese capabilities" [5].

Core Viewpoint - Mercedes-Benz and Momenta have announced a collaboration to develop an intelligent driving assistance system, which will debut in the new domestic all-electric CLA model launching this fall [1] Group 1 - The intelligent driving assistance system will feature capabilities for smart driving assistance from parking space to parking space [1] - The system is based on Momenta's Flywheel large model, indicating advanced technological integration [1] - Future expansion of this system to more Mercedes-Benz models is planned, showcasing the company's commitment to enhancing its vehicle technology lineup [1]