据悉，商汤绝影的世界模型研发负责人离职。据了解其负责商汤绝影云端技术体系建设，也是绝影的生 成式智驾方案R-UniAD的研发负责人。 以下文章来源于红色星际 ，作者红色星际科技 红色星际 . 让更多人，更深入地了解自动驾驶行业！ 来源 | 红色星际 点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 >>点击进入→ 自动驾驶之心 『行业第一线』技术交流群 本文只做学术分享，如有侵权，联系删文 传闻该负责人离职之后有可能去创业。 25年对于商汤绝影来说仍旧会是充满挑战的一年。 在中阶上，商汤绝影在广汽传祺上量产交付了基于J6M的中阶方案。不过，今年中阶市场将迎来升级迭 代，也就是基于J6M做出来城区NOA，从目前的高速NOA升级为全域NOA，这是今年中阶市场最大的变 化。 一些头部公司基于高阶方案的蒸馏剪裁推出了轻量版的城区NOA，下放到100 TOPS算力左右的芯片上， 而且已经给主机厂客户做推广演示。 这次算法方案的升级迭代也会改变中阶市场的格局。跟得上的玩家，将会继续留在牌桌上，而跟不上 的，就有可能被挤下来。 这是行业非常残酷的一面，算法方案每年一次迭代 ...

2 0 2 5年6月2 2日，港交所官网正式披露了北京极智嘉科技股份有限公司（下称"极智嘉"）的聆 讯后资料集。 这意味着， 极智嘉即将成为"全球仓储AMR（自主移动机器人）第一股"。 据统计，在过去这一个月内，仙工智能、乐动机器人、卧安机器人等一系列国内机器人产业 链公司纷纷向港交所递交招股书，加上本次通过聆讯的极智嘉与稍早前交表的云迹科技，以 及已先后成功在港挂牌上市优必选、地平线机器人、越疆科技等，港股俨然已形成了一股"机 器人企业上市热潮"。 其中， 今年以来，优必选、地平线和越疆科技这三家机器人企业分别实现了约4 0%、8 0%和 1 3 5%的涨幅，可谓颇受市场追捧。 值得注意的是，就在一周前，摩根士丹利分析师发布研究报告称，2 0 2 4年中国在全球机器人 市场所占份额约4 0%；未来四年，中国机器人市场规模预计以2 3%的复合年增长率从2 0 2 4年 的4 7 0亿美元增长至2 0 2 8年的1 0 8 0亿美元，四年时间将翻超过一倍，进一步巩固中国在全球 机器人领域的统治地位。 可以说，中国的机器人企业正在重塑中国乃至全球的制造业，未来将对社会产生更深层次的 影响。 "全明星阵容" 领衔港 ...

点 击 蓝 字 关 注 我 们 本文全文共 1787 字，阅读全文约需 6 分钟 中国新能源汽车市场走势 中国新能源汽车市场结构 2025年5月，新能源轿车占比42.5%，比去年同期下滑2.4个百分点。新能源SUV份额达到47.2%，份 额较同期增长0.3个百分点。2025年5月，本期多数车型同比继续增长。乘用车部分，在国家促消费 政策推动下，多地出台汽车促销政策，叠加车展等线下活动，销量持续增长。交叉型乘用车本期出 现下滑。商用车部分，所有车型同比均增长，其中牵引车同比增长接近300% 。 中国新能源 汽车市 场，2025年5月销售130.7万辆，环比增长6.7%，同比增长36.8%，渗透率达到 48.7%，渗透率维持较高水平 。 其中新能源乘用车销售123.4万辆，环比增长7.7%；新能源商用车销售7.3万辆，环比下降8.3%，同 比增长63.4% 。 企业竞争进入深度重塑期，行业呼吁转向"价值竞争"，车企联合缩短供应商账期至60天以稳定产业 链，市场正从"以价换量"向"技术+服务"综合竞争转型，市场趋势向高端化、智能化倾斜，头部企业 通过供应链整合和全球化布局巩固优势，而尾部品牌加速淘汰。 装车率统计 ...

Core Viewpoint - The article discusses the challenges and opportunities faced by SenseTime's autonomous driving division, particularly focusing on the competitive landscape and the importance of technological advancements in the industry. Group 1: Company Developments - The head of the world model development for SenseTime's autonomous driving division has left the company, which raises concerns about the future of their cloud technology system and the R-UniAD generative driving solution [2][3]. - SenseTime's autonomous driving division has successfully delivered a mid-tier solution based on the J6M model to GAC Trumpchi, but the mid-tier market is expected to undergo significant upgrades this year [4]. Group 2: Market Dynamics - The mid-tier market will see a shift from highway-based NOA (Navigation on Autopilot) to full urban NOA, which represents a major change in the competitive landscape [4]. - Leading companies are introducing lightweight urban NOA solutions based on high-tier algorithms, targeting chips with around 100 TOPS computing power, which are already being demonstrated to OEM clients [4]. Group 3: High-Tier Strategy - The key focus for SenseTime this year is the one-stage end-to-end solution, which has shown impressive performance and is a requirement for high-tier project tenders from OEMs [5]. - Collaborations with Dongfeng Motor aim for mass production and delivery of the UniAD one-stage end-to-end solution by Q4 2025, marking a critical opportunity for SenseTime to establish a foothold in the high-tier market [5][6]. Group 4: Competitive Landscape - SenseTime's ability to deliver a benchmark project in the high-tier segment is crucial for gaining credibility with OEMs and securing additional projects [6][7]. - The current window of opportunity for SenseTime in the high-tier market is limited, as many models capable of supporting high-tier software and hardware costs are being released this year [6][8].

Core Viewpoint - Horizon Robotics is a leading supplier of advanced driver assistance systems (ADAS) and high-level autonomous driving solutions, benefiting from the expanding market for intelligent driving solutions driven by the trend of driving equality [1][2] Group 1: Market Growth and Revenue Projections - The company is expected to achieve revenues of 3.644 billion, 5.618 billion, and 8.190 billion CNY from 2025 to 2027, with year-on-year growth rates of 52.9%, 54.2%, and 45.8% respectively [1] - The global and Chinese intelligent driving solutions market is projected to reach 1,017.2 billion and 407.0 billion CNY by 2030, with a CAGR of 49.2% and 49.4% from 2023 to 2030 [1] Group 2: Competitive Positioning - The company is one of the few suppliers that can provide both chips and algorithms, enhancing its core competitiveness [2] - The hardware offerings include the J6P and HorizonCell, providing 1,120 TOPS of computing power, positioning the company among the top tier in domestic computing power [2] - The company has established a strong customer base, with products already integrated into models from Li Auto, NIO, and Chery, and has entered partnerships with BYD, Chery, and Bosch [2] Group 3: Product Development and Market Strategy - The company is accelerating its efforts in the high-level autonomous driving market, particularly in urban NOA (Navigation on Autopilot) solutions, with plans to launch HSD in 2025 [1][2] - The company currently holds a 35.9% market share in the Chinese OEM ADAS market, ranking first, and aims to increase its presence in the urban NOA market [1]

证券代码：002195 证券简称：岩山科技 上海岩山科技股份有限公司 投资者关系活动记录表 编号：2025-001 | 投资者关 | □ 特定对象调研 □ 分析师会议 | | --- | --- | | 系活动类 | □ 媒体采访 √ 业绩说明会 | | 别 | □ 新闻发布会 □ 路演活动 | | | □ 现场参观 | | | 其他 □ | | 活动参与 | 线上参加业绩说明会的投资者 | | 人员 | | | 时间 | 2025 年 5 月 15 日（周四）下午 15:00~16:30 | | 地点 | 公司通过上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） | | | 采用网络文字互动的方式参加 2025 年上海辖区上市公司年报集体业绩说明会 | | 形式 | 网络文字互动方式 | | 上市公司 | 董事长：叶可先生 | | 接待人员 | 副董事长、总经理：陈于冰先生 | | 姓名 | 董事、常务副总经理：陈代千先生 | | | 董事、副总经理：黄国敏先生 | | | 董事、董事会秘书：张未名先生 | | | 财务总监：喻佳萍女士 | | | 独立董事：蒋 ...

Group 1 - The core viewpoint is that the L3 autonomous driving technology is being commercialized by multiple companies, with expectations for 2025 to be a significant year for its adoption [2][3][4] - Companies like GAC Group and Chery are making strides in L3 technology, with GAC set to launch its first L3 passenger vehicle in Q4 of this year [3][4] - There is a growing concern among consumers regarding the effectiveness and reliability of L2 and L3 systems, especially after incidents like the Xiaomi SU7 accident [2][6] Group 2 - The L3 technology requires advanced capabilities such as "all-weather perception" and decision redundancy, with a computing power exceeding 200 TOPS [7] - Current regulations in China do not allow L3 vehicles to operate freely on public roads, with specific conditions set for their use [6][7] - The ethical implications of L3 driving, particularly in accident scenarios, are under discussion, with a need for clear definitions of responsibility between manufacturers and drivers [9][10] Group 3 - The competition in the L3 space is intensifying as more manufacturers enter the market, indicating a shift from L2 to L3 technologies [3][4] - Industry experts emphasize the importance of adhering to regulatory standards to avoid misleading claims about L3 capabilities [6][7] - The development of L3 technology is seen as a critical factor in reshaping the automotive industry's value chain and business models [4][9]

Group 1 - The automotive supply chain is experiencing a surge in joint ventures and collaborations, breaking traditional boundaries and fostering a new wave of partnerships [2][3] - Recent collaborations include partnerships between major players such as Visteon and ByteDance's Volcano Engine, Bosch and Horizon, and others, focusing on innovative solutions in smart cockpits and autonomous driving [3][4] - The launch of the first fully autonomous iVISION smart headlight by a consortium of Chinese companies marks a significant advancement in domestic supply chain capabilities, expected to accelerate market penetration by 35% [3] Group 2 - The automotive supply chain is facing intense competition and pressures, leading companies to embrace collaboration as a key strategy to overcome challenges and reduce costs [5][6] - Global trade issues and tariff challenges are prompting companies to explore cooperative strategies to enhance their market positions and operational efficiencies [5][6] - Collaborations are seen as essential for expanding into international markets, allowing domestic companies to leverage foreign expertise and distribution channels while foreign firms benefit from local market insights [9] Group 3 - Future collaborations in the automotive supply chain are anticipated to deepen and broaden, enabling companies to share risks, reduce investments, and achieve synergies [8] - Joint procurement and shared production facilities are expected to lead to significant cost savings, enhancing competitiveness for both vehicle manufacturers and parts suppliers [8] - The shift towards collaborative models is viewed as a necessary evolution in the industry, moving away from competitive pressures to a more cooperative framework that benefits all stakeholders [9]

Core Viewpoint - The Chinese Ministry of Industry and Information Technology has indicated conditional approval for the production access of L3 autonomous driving vehicles, with various automakers announcing their timelines for L3 implementation [1][2]. Group 1: Industry Developments - Several automakers, including Chery, GAC, and Zeekr, have unveiled their intelligent driving plans and production timelines for L3 autonomous vehicles, with Chery aiming for L3 technology deployment by 2026 [2]. - In February, companies like Changan and Xpeng also announced their plans for L3 autonomous vehicle production, with Changan's Tian Shu intelligent driving system expected to achieve full-scene L3 capabilities by 2026 [3]. Group 2: Driving Factors - The push for L3 autonomous driving is driven by multiple factors, including technological advancements that transition L3 from theory to practice, improved regulations that reduce legal barriers, competitive pressure to enhance brand image, and strong market demand for safer and more comfortable driving experiences [3][4]. Group 3: Advantages of L3 Autonomous Driving - L3 autonomous driving offers several advantages: it reduces driver fatigue by taking over driving tasks in specific scenarios, enhances road safety through real-time environmental monitoring, and improves driving efficiency by adjusting speed and trajectory based on traffic conditions [4]. Group 4: Challenges Ahead - Despite the advancements, L3 autonomous driving faces challenges such as technical stability, safety, regulatory completeness, and consumer acceptance. The widespread adoption of L3 technology depends on unified regulations and scalable, cost-effective technology [5]. - Current L3 technology is likely to be implemented first in high-end vehicles and specific high-value scenarios, such as premium family cars and highway commuting [5]. Group 5: Future Outlook for L4 Autonomous Driving - Some companies are already planning for L4 autonomous driving, with Changan aiming for full-scene L4 capabilities by 2028 and GAC targeting early 2026 for scaled L4 operations. Transitioning from L3 to L4 requires significant technological advancements in sensors, algorithms, and automation levels [6].

Group 1: Industry Trends and Developments - The 2025 Shanghai Auto Show features 23 supply chain companies in the vehicle exhibition hall, showcasing advancements in intelligent driving solutions, smart cockpits, automotive-grade chips, power batteries, and charging stations [1] - The exhibition area for automotive technology and supply chain reached approximately 100,000 square meters, highlighting the growing importance of these sectors in the automotive industry [1] - Domestic players like Momenta and Horizon are increasingly penetrating the automotive supply chain, leading to a rise in self-research proportions among car manufacturers [2] Group 2: Key Product Launches - Black Sesame Intelligence launched the Huashan A2000 family of chips aimed at enhancing high-level intelligent driving capabilities [2] - CATL showcased its second-generation sodium-ion battery, which aims to achieve breakthroughs in both range and safety [2] - Bosch introduced its AI smart cockpit platform and an end-to-end model-based urban intelligent driving solution at the auto show [3] Group 3: Competitive Strategies - Valeo emphasized three strategies to tackle fierce competition in the Chinese market: Go newer, Go deeper, and Go together, focusing on innovation, system integration, and collaboration with local manufacturers [5][6] - Visteon is leveraging AI, ecosystem integration, and localized innovation to address competitive pressures, collaborating with tech giants like ByteDance and Qualcomm to enhance its product offerings [7][8] - Continental Group announced the spin-off of its automotive division into a separate entity, Aumovio, to enhance decision-making agility and market responsiveness, with a focus on software-defined vehicles and smart mobility solutions [9][10]