9月，智能网联汽车领域都发生了哪些大事？小编为您梳理点评。 ◆金固股份成立子公司入局具身智能 9月3日，金固股份提交注册全资子公司"杭州金固具身智能科技有限公司"，并同步组建具身智能事业部， 正式进军具身智能领域。新公司将作为业务拓展核心平台，聚焦人形、四足、服务、专业应用机器人及低 空经济等新兴领域。依托自身在新材料方面的技术积累，为相关行业客户提供高性能、轻量化且能大规模 降本的有效方案。 点评：以材料技术为"利刃"，强势切入热门赛道。 ◆美国拟明年提出三项自动驾驶汽车新规 9月4日，美国交通部与国家公路交通安全管理局（NHTSA）宣布，计划2026年春季提出三项联邦机动车安 全标准（FMVSS）修订议案。新规聚焦没有手动控制装置的自动驾驶车辆，旨在更新数十年前制定、未考 虑自动驾驶特性的"一刀切"条文，移除对"有人类驾驶位"的隐含假设，为自动驾驶汽车发展构建更适配的 规则框架。 点评：前瞻性举措不仅彰显其在自动驾驶领域重塑监管框架、加速产业发展的决心，也有望掀起全球自动 驾驶规则革新与技术竞争的新热潮。 ◆特斯拉Robotaxi正式对美国公众开放 9月4日，特斯拉宣布其Robotaxi应用正式向美国公众 ...

Group 1: Intelligent Driving Assessment System - The China Automotive Engineering Research Institute has launched the "Intelligent Driving Pyramid Grading Assessment System," which scientifically classifies intelligent driving capabilities into three levels: "Safety Baseline," "Comprehensive Selection," and "Extreme Intelligence" [1] - The Safety Baseline focuses on regulatory compliance and covers domestic and international standard tests to ensure basic functionality compliance [1] - The Comprehensive Selection level emphasizes usability through dual testing in closed and open road environments, replicating typical consumer scenarios to identify top performers [1] - The Extreme Intelligence level conducts extreme condition tests on complex driving scenarios to quantify the system's human-like decision-making capabilities [1] Group 2: Automotive Industry Developments - Tianjin has announced an adjustment to its automotive scrapping and renewal subsidy policy, allocating a monthly budget of 20 million yuan from September to December 2025 to continue incentivizing the program [2] - Chery Automobile has passed the listing hearing at the Hong Kong Stock Exchange [2] - SAIC-GM-Wuling and Huawei have signed a deepening cooperation agreement to enhance their strategic partnership in areas such as assisted driving, intelligent cockpit, and smart manufacturing [2] - WM Motor has unveiled a five-year development plan, aiming to launch over 10 new products and invest 1 billion yuan initially for equipment upgrades and supply chain recovery [2] - FAW Bestune has completed a capital increase of 8.55 billion yuan, with funds primarily allocated for new energy technology research and development, smart manufacturing upgrades, and channel ecosystem construction [3] - The Jetta brand has launched the new VS8 model, with prices starting at 95,900 yuan [3] - Hesai Technology has initiated a global offering of 17 million Class B shares, with a maximum price of 228 HKD per share [4] - Qualcomm and BMW have jointly launched a new autonomous driving system, Snapdragon Ride Pilot, which has been adapted for over 60 countries and is expected to expand to over 100 countries by 2026 [4] - Chrysler is recalling over 91,000 vehicles in the U.S. due to a software defect that may cause loss of power, increasing the risk of accidents [4]

Macro Economy - The spokesperson for the Eastern Theater Command reported that on September 6, Canadian and Australian naval vessels passed through the Taiwan Strait, prompting a response from Chinese military forces [4] - The China Business Federation announced that the retail industry prosperity index for September is 50.6%, a month-on-month increase of 0.5 percentage points, marking an eight-month high [4] - From January to July, Guangdong province saw the establishment of 17,000 new foreign-funded enterprises, a year-on-year increase of 32.7%, with actual foreign investment amounting to 65.67 billion yuan, up 8.2% [4] - During the recent Deep Space Exploration Conference, China's lunar exploration chief revealed plans for a kinetic impact demonstration on an asteroid to validate asteroid defense strategies [4] - The China Automotive Engineering Research Institute introduced a grading evaluation system for intelligent driving capabilities, providing a comprehensive assessment reference for the industry [4] Investment News - As of the end of June, insurance funds were present in the top ten circulating shareholders of nearly 800 A-share listed companies, with over 280 stocks being increased in the second quarter and more than 300 new positions established [6] - The Ningbo Securities Regulatory Bureau issued a fine for insider trading, where an individual profited 260,000 yuan from trading based on insider information [6] - The A-share market has shown stability and progress, leading to new fund issuance exceeding 100 billion yuan, with a notable interest in new products focused on artificial intelligence and new materials [6][7] - The pace of delistings in the Hong Kong stock market has accelerated, with 40 companies delisted this year as of September 5, compared to 32 in the same period last year [7] Company News - Hesai Technology launched a global offering of 1.7 million Class B shares, with a maximum price of 228.00 HKD per share, and secured cornerstone investment agreements with several major firms [8] - Weima Automobile released a white paper for suppliers, indicating that Shenzhen Xiangfei Automotive Sales Co., Ltd. has taken over operations, with plans to restore production of specific models by 2025-2030 [8] - After completing a mixed-ownership reform, FAW's subsidiary, FAW Bestune, has introduced strategic investors with a total capital increase exceeding 8.5 billion yuan [8]

Group 1 - WM Motor plans to launch over 10 new products in the next 5 years, with an initial investment of 1 billion yuan for equipment upgrades and supply chain recovery [2] - ARCFOX has responded to organized malicious attacks, stating that false information about the ARCFOX T1 has been spread, which harms the brand's reputation [2] - The China Automotive Engineering Research Institute has introduced a "smart driving pyramid grading evaluation system" to scientifically classify smart driving capabilities into three levels: safety baseline, comprehensive selection, and extreme intelligence [2] Group 2 - The new Jetta VS8 model has been launched with prices starting at 95,900 yuan for the all-round version, 105,900 yuan for the intelligent version, and 109,900 yuan for the supreme version [2]