Core Viewpoint - The article discusses the journey and achievements of Horizon Robotics, founded by Yu Kai, highlighting the importance of social intelligence and unique business strategies in the company's success [3][5][14]. Company Achievements - Horizon Robotics was established in 2015 after Yu Kai left Baidu, focusing on developing AI chips independently [5]. - The company launched its first domestic automotive-grade AI chip in 2019, marking a significant milestone for China [5]. - Over the past decade, Horizon has delivered more than 7.7 million intelligent driving solutions, with a market share exceeding 40% in China's OEM ADAS market [5]. Strategic Partnerships - Key partnerships with Changan Automobile starting in 2018 and with Li Xiang in 2019 were pivotal for Horizon's growth [5][11]. - These collaborations have significantly influenced the company's trajectory and market positioning [11]. Social Intelligence - Yu Kai emphasizes the importance of social intelligence, which involves understanding and navigating the implicit rules of various social fields [9][11]. - The article references Pierre Bourdieu's theory of social fields, suggesting that social intelligence is not merely innate but also shaped by one's environment [9][10]. Business Philosophy - Yu Kai advocates for a business strategy of differentiation, stating, "When others go right, I go left," which reflects a unique approach to competition [14]. - He also stresses the importance of understanding customer needs and pain points as a key to differentiation in business [15].

PM N STORE 6:30 g 型 中 中 中 中 中 新 新 7月26日的世界人工智能大会（WAIC）上，当博世智能驾控中国区总裁吴永桥走上演讲台时，整个行业都在关注这家百年Tier1巨头，将如何为极度内卷的 中国车市开出新药方。 他的演讲描绘了一条清晰而宏大的路径：在当下，以领先的智驾能力帮助车企迅速补齐短板、摆脱焦虑，穿越狂卷的周期跟上行业竞赛步伐；在远方，则致 力于成为智能汽车时代的"基础设施"供应商，为行业的未来奠定基石。 博世的"阳谋"逐渐浮出水面，它要成为汽车智能时代的英伟达、高通，扮演不可或缺的底层核心角色。这是其未来战略的起点，也是打破车圈价格战内卷困 局的关键一役。 化身智驾"新基建" "未来随着技术的收敛，智驾一定会成为像今天的安全带、安全气囊一样的标准件"。 当车圈"智驾平权"竞赛如火如荼之时，吴永桥却在7月26日WAIC论坛上抛出激进论调——智驾迟早标配，"后进生"车企与其狂卷自研，不如将精力和资源投 入更能为用户提供情绪价值的智舱赛道。 在吴永桥看来，车企没必要因为自家智驾没有跟上形势而焦虑。吴永桥的思路很明确，他认为眼下国家已经对智驾行业出台了诸多严格的标准化措施，而主 机厂 ...

Core Viewpoint - The article discusses the increasing prevalence of online harassment and the challenges faced by individuals who voice opinions, particularly in the context of the automotive industry and the proposal to lower autonomous driving standards to a "60-point" minimum [1][5]. Group 1: Online Harassment and Public Response - The online backlash against Professor Zhu Xichan, who suggested lowering autonomous driving standards, has led to widespread criticism and personal attacks, highlighting the risks of speaking out in the current digital environment [1][3]. - The criticism stems from a misinterpretation of Zhu's proposal, which was intended to encourage industry development rather than compromise safety [1][5]. Group 2: Industry Context and Implications - Zhu Xichan is recognized as a leading expert in automotive safety, and his insights are considered valuable during a critical transformation period in China's automotive industry [5]. - The push for stricter autonomous driving standards is influenced by recent incidents, such as the Xiaomi automotive accident, which has catalyzed discussions on safety regulations [6]. - The debate over the standards is not only about safety but also involves competitive dynamics among automotive companies, with some stakeholders advocating for higher standards to limit competition [5][6].

Core Viewpoint - Beijing Jizhi Technology Co., Ltd. (Jizhi) is set to become the world's first publicly listed company in the autonomous mobile robot (AMR) sector, marking a significant milestone in the global robotics industry [2][12]. Group 1: Market Trends and Growth - The recent surge in companies like XianGong Intelligent, LeDong Robotics, and WoAn Robotics filing for IPOs in Hong Kong indicates a growing trend of robotics companies seeking public listings [2]. - Notable robotics companies listed in Hong Kong, such as UBTECH, Horizon Robotics, and Yuejiang Technology, have seen substantial stock price increases, with UBTECH, Horizon, and Yuejiang achieving approximately 40%, 80%, and 135% growth respectively this year [3]. - Morgan Stanley analysts project that China's share of the global robotics market will reach about 40% by 2024, with the market size expected to grow from $47 billion in 2024 to $108 billion by 2028, reflecting a compound annual growth rate (CAGR) of 23% [3]. Group 2: Company Performance - The financial performance of listed and filing robotics companies for 2024 shows accelerated commercialization and improved profitability [7]. - Horizon Robotics reported a revenue of 2.384 billion yuan for 2024, a year-on-year increase of 53.6%, with a gross profit of 1.841 billion yuan, up 68.3% [7]. - UBTECH's revenue for 2024 was 1.305 billion yuan, reflecting a 23.7% year-on-year growth, with a gross profit of 374 million yuan, a 12.4% increase [8]. - Jizhi demonstrated strong commercialization capabilities, with revenue growing from 790 million yuan in 2021 to 2.41 billion yuan in 2024, representing a CAGR of 45% [8]. Group 3: Global Expansion and Market Position - Jizhi has maintained its position as the global leader in the AMR market for six consecutive years, with over 70% of its revenue in 2024 coming from markets outside mainland China [10]. - Other companies like Yuejiang Technology and WoAn Robotics have also established significant global footprints, with Yuejiang ranking among the top two in the global collaborative robot industry by shipment volume [10]. - The successful global expansion of companies like Jizhi and YingShi Innovation reflects a broader trend of Chinese technology firms establishing themselves as leaders in the global market, rather than merely following [11]. Group 4: Future Outlook - The upcoming IPO of Jizhi is expected to inject vitality into the Hong Kong robotics sector and attract more companies from the robotics supply chain to seek listings [12]. - The listing of Jizhi will showcase the strength of Chinese technology firms to global investors, potentially increasing international capital interest in high-quality Chinese tech companies [12]. - As more quality robotics companies enter the Hong Kong market, the growth potential of the sector will become more pronounced, leading to an upward shift in overall valuation [12].

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 旷视终止 3 年 IPO，印奇下一站是造车。 文丨程曼祺 编辑丨宋玮 经过仿佛静止的 3 年多等待后，旷视科技创始人印奇做出了一个令所有人意外的选择。 据证监会今日公告，旷视主动撤回科创板 IPO 申请，而印奇本人也有新角色。他的选择并不是一些人此前 推测的 AI 大模型，而是被大部分人认为窗口期已过的一个大市场：智能化汽车。 就在撤回旷视 IPO 申请的约半个月前，11 月 11 日，A 股上市公司力帆科技发公告称，选举印奇为力帆董 事长。印奇将开始执掌这家 1992 年创立，2020 年破产重组，如今重庆市政府和吉利为重要股东的新能源 车和摩托车公司。 印奇依然年轻。很多人用 "传统 AI" 来形容他创立的旷视科技。其实 1988 年出生的印奇，只比如今明星大 模型公司 MiniMax 的创始人大一岁。 在开始创业的 2011 年，刚刚 23 岁的印奇得到过不亚于任何今日 AI 明星的赞美。一位知名美元基金的创 始人说，印奇是他见过的最聪明的创始人。早期投资旷视的李开复说，这 ...