Core Viewpoint - The core viewpoint of the article emphasizes that the future competition in the automotive market will center around technological strength rather than mere sales volume [1] Group 1: Company Strategy - The CEO of Geely, Gui Shengyue, highlighted that only automotive companies with strong technological attributes will survive in the future [1] - Geely has made significant investments in the technology sector, including the recent successful satellite launch, which is part of its strategy to build a future technology ecosystem [1] - The company is accelerating its efforts in key areas such as autonomous driving, indicating a shift towards a more technology-driven approach [1] Group 2: Development Philosophy - Geely's development philosophy is centered on providing cutting-edge product experiences in the context of rapid advancements in artificial intelligence [1] - The traditional vertical integration model is deemed insufficient, prompting a move towards open horizontal integration [1] - The company asserts that automotive firms must also possess strong manufacturing capabilities as technology companies to ensure robust future growth [1] Group 3: Resource Integration - Geely has recently integrated its intelligent driving resources by merging the Zika intelligent driving team into Qianli Technology, aiming for unified acceleration of intelligent driving capabilities across its entire product line [1]

"全新坦克500硬核也智能！谁说越野只能靠蛮力？全新智驾系统上车——不过智驾尚在成长，人工仍是 点睛之笔。"具体表现怎么样，我们一起来看看视频。 ...

Core Viewpoint - The Chinese government is taking steps to regulate the "autonomous driving" industry by clarifying the responsibilities of stakeholders and addressing false advertising related to autonomous driving technologies [1][5]. Group 1: Responsibility Clarification - The Ministry of Public Security stated that current vehicles equipped with "smart driving" systems do not possess true "autonomous driving" capabilities, placing the ultimate responsibility on human drivers [1][3]. - The newly released "Guidelines for Ethical Principles in the Research and Development of Driving Automation Technology" categorizes driving automation into levels 0 to 5, with levels 0-2 being primarily human-driven, while levels 3-4 may involve shared responsibility between users and systems [2][4]. - Level 5, or "unlimited autonomous driving," places the primary responsibility on the automated system, except in special circumstances where user intervention is required [3][6]. Group 2: Regulatory Measures - The government aims to enhance the legal framework surrounding driving automation, including clarifying the legal attributes of levels 0-2 and promoting the reliability of advanced driver assistance systems [4][7]. - There is a focus on preventing exaggerated claims and false advertising by requiring companies to adhere to strict advertising laws and to provide clear information about the capabilities of their systems [5][8]. - Companies are encouraged to engage in public education about driving automation technologies to foster a rational understanding among consumers [7][8]. Group 3: Industry Impact - The new regulations present both challenges and opportunities for automotive companies, as they must adapt their technology and business models to comply with ethical and legal standards [8]. - Companies that successfully navigate these changes may establish a competitive advantage through compliance and differentiation, potentially collaborating with chip manufacturers and insurance companies to enhance their offerings [8].

智通财经7月24日早间新闻精选 1、商务部新闻发言人就中美瑞典经贸会谈答记者问表示，经中美双方商定，国务院副总理何立峰将于7 月27日至30日赴瑞典与美方举行经贸会谈。 2、公安部交管局局长王强昨日在发布会上表示，目前，市场上销售的汽车所搭载的"智驾"系统，都还 没有实现"自动驾驶"的目标，驾驶人才是最终责任主体。公安机关将会同有关部门进一步加强规范管 理。 3、科技部官网公布《驾驶自动化技术研发伦理指引》，《指引》强调，在发布重大研究成果时，相关 主体应坚持客观准确、实事求是，不得编造、传播与驾驶自动化系统实际功能和效果不相符的虚假信 息。 4、农业农村部23日召开推动生猪产业高质量发展座谈会。农业农村部部长韩俊指出，坚决防止出现生 产大起大落、价格大涨大跌，切实消除生猪产业高质量发展的深层次制约，提升生猪产业发展综合素质 和竞争力。 5、国家药监局统计显示，我国上半年批准创新药43个，同比增长59%，接近2024年批准创新药48个的 全年数量。 6、杭州海关近日推出支持浙江跨境电商高质量发展10项措施，其中提出，将拓展"海外仓"+"集货仓"叠 加优势、拓宽跨境电商进出境物流通道、扩大跨境电商出口"先查验后 ...

Group 1 - The next round of China-US economic talks is scheduled for July 27-30 in Sweden, focusing on mutual respect and cooperation [2] - The Hainan Free Trade Port is set to officially launch on December 18, 2025, as part of its development strategy [2] - The Ministry of Public Security emphasizes that current "smart driving" systems in vehicles have not achieved full automation, highlighting the legal responsibilities of drivers [2] Group 2 - A new round of coal production checks is being initiated to stabilize coal supply, as confirmed by the National Energy Administration [3] - The National Development and Reform Commission is working on enhancing cooperation between state-owned and private enterprises to boost economic vitality and competitiveness [3] - The Ministry of Agriculture and Rural Affairs is focusing on stabilizing the pig market and promoting the transformation of the pig industry [3] Group 3 - The Ministry of Science and Technology has released ethical guidelines for automated driving technology to mitigate ethical risks in its development [4] - The Dalian Commodity Exchange has adjusted trading limits and margin requirements for industrial silicon and polysilicon futures [4] - The Supreme People's Court has issued new regulations to protect the rights of homebuyers, effective July 24, 2025 [5] Group 4 - Companies such as Hanjian He Shan and China Railway Industry have reported no significant changes in their operational environments [6][7] - There are uncertainties regarding the participation of companies like *ST Zhengping and Huaxin Cement in the Yaxia Hydropower Project [10][11] - Watson Bio has signed a strategic cooperation framework agreement with a state-owned capital operation company [16] Group 5 - The establishment of China Fusion Energy Co., Ltd. marks a significant development in the nuclear fusion industry, indicating a trend towards commercialization [21] - The Hainan Free Trade Port's upcoming closure will lead to significant changes in tax policies, enhancing its attractiveness for tourism and retail [21]

Group 1 - The Chinese government is set to hold economic and trade talks with the U.S. from July 27 to July 30 in Sweden, led by Vice Premier He Lifeng [1] - The Hainan Free Trade Port will officially start its full island closure operation on December 18, 2025, implementing a policy characterized by "open on one line, control on the other line, and freedom within the island" [1] - The National Development and Reform Commission aims to enhance the collaborative development mechanism between state-owned and private enterprises, promoting industrial chain cooperation and technological innovation [2] Group 2 - The Ministry of Agriculture and Rural Affairs is focused on preventing significant fluctuations in production and prices in the pig industry, aiming to enhance its overall quality and competitiveness [3] - The Shanghai Stock Exchange and the China Securities Index Company announced the launch of the Shanghai Stock Exchange Sci-Tech Innovation Board Private Enterprise Index and the Shanghai Stock Exchange Sci-Tech Innovation Board Private Enterprise 50 Strategy Index [3] - The Dalian Commodity Exchange has adjusted trading limits and margin standards for industrial silicon, polysilicon, and lithium carbonate futures [3] Group 3 - Tesla reported a second-quarter revenue of $22.5 billion, a year-on-year decrease of 12%, and a net profit of $1.172 billion, down 16% year-on-year [4] - Alphabet, Google's parent company, achieved a second-quarter revenue of $96.43 billion, a year-on-year increase of 14%, with a net profit of $28.196 billion, up 19% year-on-year [4] - Li Auto has completed adjustments to the payment terms with all direct suppliers, establishing a 60-day contract payment period [4] Group 4 - Shenzhen Energy's subsidiary plans to invest approximately 7.897 billion yuan in the construction of an offshore wind power project [5] - The U.S. stock market saw major indices rise, with the S&P 500 and Nasdaq reaching new historical highs [7] - The Asian Development Bank has revised its economic growth forecast for developing economies in the Asia-Pacific region to 4.7% for 2025, down 0.2 percentage points from the previous estimate [8]

【财经日历】 10:00 国新办举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期深化医保改革，服 务经济社会发展有关情况 15:00 商务部召开7月第3次例行新闻发布会 20:30 美国截至7月19日当周初请失业金人数 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指数 | 45010.29 | 507.85 | 1.14% | | 纳斯达克指数 | 21020.02c | 127.33 | 0.61% | | 标普500 | 6358.91 | 49.29 | 0.78% | 当地时间周三，美股三大指数全线上涨，道指涨超500点，纳指首次收盘站上21000点关口。 截至收盘，道指涨1.14%，纳指涨0.61%，标普500指数涨0.78%。纳指、标普500指数创收盘新高。 热门科技股多数上涨，超微电脑涨超3%，英伟达、AMD涨超2%，Meta、博通涨超1%。 特斯拉盘后公布财报显示，公司第二季度营收225.0亿美元，同比减少12%，创十余年来最大降幅，市 场预期226.4亿美元，净利润11.72亿美元，同比减少20.7%， ...

2025.07. 23 本文字数：1598，阅读时长大约3分钟 作者 | 第一财经 武子晔 7月23日，公安部在国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会上明确 了"智驾"功能定位和责任划分。 导致部分用户对智能辅助驾驶系统盲信盲从。车企在把产品交给用户的时候，应该充分提示场景限制 和使用风险。 "在智能辅助驾驶落地的过程中，存在混淆用户视听的传播，导致用户对L2、L3的认知不足，带来驾 驶安全风险，会对行业带来较大风险。L3的到来，不仅是责任主体的变化，主机厂更应该把技术冗 余做到极致。车企需要保证每一项技术、功能的稳定性以及冗余的边界。"岚图汽车CBO、销售公司 总经理邵明峰此前在接受记者采访时表示。 公安部称，我国市场上销售的汽车搭载的"智驾"系统，都不具备"自动驾驶"功能。这些"智驾"系统都 还暂时停留在辅助驾驶阶段，也就是说由系统辅助驾驶人去执行一些动态驾驶的任务，车辆还是需要 人来操控，驾驶人才是最终的责任主体。驾驶人"脱手脱眼"不仅藏隐患，一旦出事，还可能面临着民 事赔偿、行政处罚和刑事追责三重法律风险。 据GB/T40429-2021《汽车驾驶自动化分级》，组合驾驶辅助 ...

Core Viewpoint - The current "smart driving" systems in vehicles are still in the assisted driving phase and do not achieve full automation, making the driver the primary responsible party for road safety [1][2][5]. Group 1: Legal Responsibilities and Risks - Drivers who take their hands off the wheel or divert their attention (e.g., using a phone) face administrative penalties, including warnings, fines, and points deduction [2][4]. - The existing legal framework emphasizes that the driver remains the core responsible party, and there is no legal exemption for drivers due to the presence of smart driving systems [2][5]. - If such behaviors lead to traffic accidents, drivers may incur civil liabilities, including repair costs, medical expenses, and compensation for injuries or fatalities [5]. Group 2: Regulatory and Legislative Developments - The Ministry of Public Security plans to collaborate with relevant departments to refine the legal framework surrounding assisted driving systems, aiming to clarify the legal attributes of Level 0 to Level 2 systems [6]. - There is a need for improved safety standards and operational guidelines for assisted driving systems, which should be included in driver education and training [6][10]. - The current lack of unified national standards for data storage and extraction from vehicle event data recorders (EDR) complicates the determination of accident responsibility [7]. Group 3: Industry Responsibilities and User Education - Automotive companies are urged to fulfill their responsibilities by conducting thorough testing of assisted driving systems and clearly communicating their functionalities and limitations to users [10][11]. - Companies must enhance user training to ensure that new users understand how to properly use assisted driving features and the associated risks [10][11]. - The industry is witnessing a shift, with traditional automakers accelerating the adoption of Level 2+ systems while new entrants focus on advancing to Level 3 and Level 4 systems [11].

Group 1 - The article highlights the positive market sentiment driven by external factors, particularly the upcoming US-China trade negotiations and confirmed tariff agreements with Japan, Indonesia, and the Philippines, which have led to significant market gains in Asia [1][2] - The Japanese Nikkei 225 index surged by 3.5%, with major automotive companies like Mazda, Subaru, Toyota, Mitsubishi, and Honda seeing stock increases between 11% and 18% [1] - Hong Kong's Hang Seng Index rose approximately 1.6%, with tech stocks, particularly Tencent, experiencing a nearly 5% increase, reaching a market capitalization of over 5 trillion [2] Group 2 - The article discusses the contrasting performance of the A-share market, which experienced a drop after a brief rise, indicating a lack of foreign capital influence in A-shares compared to Hong Kong stocks [4][5] - It notes that the current valuation of small-cap stocks in A-shares is still high, with a dynamic price-to-earnings ratio of around 138, suggesting potential overvaluation compared to historical peaks [7] - The article emphasizes the importance of quality equity investments, recommending monopolistic high-dividend stocks and industry leaders with reasonable valuations as key investment strategies [11][12]