Core Viewpoint - The dissolution of Dazhuo Intelligent signifies a strategic shift for Chery from a technology-driven approach to a market-driven one, highlighting the challenges traditional automakers face in the wave of intelligent transformation [35][48]. Group 1: Background and Strategic Context - Dazhuo Intelligent was established in February 2023 with an 80% stake by Chery, aiming to spearhead the company's intelligent driving initiatives [3][4]. - The company was positioned as a key player in Chery's smart transformation, with a planned investment of 20 billion yuan over five years [5][9]. - Dazhuo's ambitious goals included achieving a domestic and international installation of 1 million units by 2025, which garnered significant media attention [5][7]. Group 2: Technical and Operational Challenges - Dazhuo adopted a dual technical route focusing on both L2+ and L4 technologies, which led to resource allocation issues and hindered progress in L2+ development [8][10]. - The L4 Robotaxi initiative faced significant financial challenges, with annual investments around 200 million yuan, far below the hundreds of millions spent by leading competitors [9][10]. - The reliance on third-party suppliers for core technologies resulted in a lack of control and slow progress in self-developed algorithms, leading to a perception of being merely an "advanced integrator" [11][13]. Group 3: Management and Cultural Conflicts - The CEO's strong focus on technology over commercial viability created a disconnect with Chery's immediate business needs, leading to strategic disagreements [16][19]. - Management issues were exacerbated by a lack of effective collaboration between technical and product teams, resulting in operational inefficiencies [20][22]. - Cultural clashes between the CEO's internet-style management and Chery's traditional hierarchical structure hindered decision-making processes [22][23]. Group 4: Organizational and Talent Issues - Dazhuo's organizational structure suffered from unclear responsibilities, leading to internal conflicts and resource competition [24][25]. - High employee turnover rates, exceeding 30% in 2024, particularly among core algorithm teams, disrupted project timelines and technical continuity [26][27]. - Data asset management was problematic, with fragmented user data limiting the effectiveness of algorithm training and leading to a slower iteration pace compared to competitors [27][29]. Group 5: Strategic Shift and Future Directions - The establishment of the Chery Intelligent Center marks a strategic pivot towards practical applications of technology, focusing on L2++ level intelligent driving instead of L4 [35][36]. - The new center aims to enhance collaboration through a project-based management model, improving communication and resource sharing across departments [37][38]. - Cost control measures have been tightened, with a focus on return on investment (ROI) and clear commercialization timelines for projects [39][40]. Group 6: Industry Insights and Lessons - The challenges faced by Dazhuo are reflective of broader issues within the automotive industry, including unclear positioning, resource misallocation, and cultural conflicts [41][42]. - The case emphasizes the need for a balanced approach between self-research and collaboration, as well as the importance of aligning technological aspirations with commercial realities [43][44]. - The experience of Dazhuo serves as a cautionary tale for traditional automakers, highlighting the necessity of organizational agility and cultural transformation in the face of rapid technological change [46][49].

Core Viewpoint - The establishment of a mandatory national standard for intelligent connected vehicles' combined driving assistance systems aims to clarify safety requirements and enhance product safety performance in the rapidly developing intelligent driving industry [1][3]. Group 1: National Standard Development - The Ministry of Industry and Information Technology proposed the national standard project for "Safety Requirements of Intelligent Connected Vehicles' Combined Driving Assistance Systems," with a project duration of 22 months [1]. - The standard will apply to M and N category vehicles equipped with combined driving assistance systems, covering general technical requirements such as motion control capability, driver state monitoring, system detection capabilities, and safety requirements [1][3]. Group 2: Industry Concerns and Safety Risks - There is a widespread belief that L3 level is a critical transition from assistance to automation in the autonomous driving industry, while most current intelligent driving features are at L2 level [2]. - Some industry insiders express concerns that marketing strategies by car manufacturers may mislead users into over-relying on L2 systems, equating them with full automation, which poses safety risks [2][5]. Group 3: Regulatory Impact and Industry Response - The new regulations are intended to ensure that technology is implemented safely, rather than restricting technological advancement [5]. - Major cities like Beijing and Shanghai are accelerating the establishment of high-level autonomous driving demonstration zones, with several automakers pushing for L3 level technology deployment [5]. Group 4: Commercialization and Market Trends - Robotaxi services are seen as a promising commercial application, with significant growth in order volumes, indicating accelerated commercialization in the sector [5]. - Companies like Tesla are planning to launch Robotaxi operations, which may lead to significant technological changes in the industry [5].

Group 1 - The national standard for "Safety Requirements for Intelligent Connected Vehicle Combination Driving Assistance Systems" aims to establish clearer safety benchmarks for the rapidly developing intelligent driving assistance industry [1][3] - The project, proposed by the Ministry of Industry and Information Technology, has a duration of 22 months and involves key organizations such as the China Automotive Technology and Research Center, Dongfeng Motor Group, and Huawei [1] - The standard will apply to M and N category vehicles equipped with combination driving assistance systems, outlining general technical requirements including motion control, driver state monitoring, system detection capabilities, and safety requirements [1][2] Group 2 - The introduction of mandatory national standards is expected to enhance product safety performance and reduce accidents caused by performance defects, thereby improving overall road safety in China [3] - Industry experts believe that the new regulations are not intended to hinder technological advancement but to ensure safer implementation of technology [4] - Companies like XPeng, Chery, and Changan are accelerating the development of L3 autonomous driving technology, with plans for commercial deployment in the coming years [4]

Core Viewpoint - Chery has integrated its subsidiaries Lion Technology and Dazhuo Intelligence into a unified "Chery Intelligent Center," marking a significant step in its smart strategy and accelerating its focus on intelligent vehicle development [1][6]. Group 1: Company Strategy - The establishment of the Chery Intelligent Center is seen as a crucial move towards a comprehensive transformation into smart technology, with a focus on creating a more efficient and collaborative "combat group" for smart development [1][6]. - Chery plans to increase investments in smart technology and attract top talent, aiming to build an intelligent automotive ecosystem in collaboration with upstream and downstream partners [3][6]. - The new center will include research and innovation modules for smart cockpits, intelligent assisted driving, and digital architecture, forming a complete closed-loop system from hardware to software [6]. Group 2: Leadership Changes - There are reports of potential leadership changes within Dazhuo Intelligence, with CEO Gu Junli possibly leaving the company, while Zhang Xiaohong will take over the smart driving research and development responsibilities [3][4]. - Zhang Xiaohong has a background in smart driving product management at Huawei and NIO, and he is expected to lead the development of Chery's autonomous driving technology [3][4]. - Dazhuo Intelligence, established in February 2023, aims to become an internal brand for autonomous driving technology, contributing to Chery's five key technological pillars [4]. Group 3: Industry Context - Chery has faced criticism for its slow progress in smart technology, and the establishment of Dazhuo Intelligence has not significantly changed this perception [5]. - In November of the previous year, Chery's chairman emphasized the need to accelerate efforts in smart technology to address existing shortcomings [6].

Core Insights - The article discusses the advancements and competitive landscape of the assisted driving industry, highlighting various companies' self-developed systems and strategies [1][4]. Group 1: Company Developments - Li Auto has launched its new generation dual-system intelligent driving solution, focusing on upgrading driving capabilities and synchronizing updates for smart electric vehicles [3]. - NIO's intelligent assisted driving system has reportedly avoided over 3.5 million collision risks, accumulating a total driving mileage of approximately 4.94 billion kilometers as of May 15, 2025 [3]. - Chery's Hawk 500 has achieved widespread adoption of assisted driving features, with the Hawk 700 targeting mid-to-high-end models and the Hawk 900 positioned as a flagship [3]. - GAC Group's GSD intelligent driving assistance system has accumulated 5 million user driving scenarios and over 40 million kilometers of high-level autonomous driving data [3]. Group 2: Industry Trends - BYD and XPeng are recognized as leaders in self-developed intelligent driving systems, with BYD's high-end system named "Tianshen Eye" [4]. - Bosch's China president has expressed skepticism about the self-development model, suggesting that mid-level intelligent driving should become standard and that costs could be better managed through supply chain partnerships [4]. - Huawei is positioned as a top player in the intelligent driving system market, with plans for 10 brands from 7 automakers to adopt its solutions, potentially exceeding 500,000 vehicles [4][5]. - Huawei's collaboration models include component supply, Huawei Inside (HI) partnerships, and deep cooperation with automakers, with the latter being the most integrated approach [5]. Group 3: Strategic Partnerships - SAIC Group has publicly stated its intention to maintain control over core technologies while also choosing to collaborate with Huawei [6]. - The partnerships with Huawei have led to increased sales for collaborating automakers, but questions remain about their ability to independently develop high-quality vehicles [6].

Group 1: Industry Trends - The 2025 Shanghai Auto Show reflects a shift towards balancing technology pursuit, commercial value, and social benefits in the automotive industry [1] - The focus on L3 conditional autonomous driving is becoming a common goal among major Chinese automakers, with many aiming for commercial viability by 2025 [2][3] - The automotive industry is transitioning from a marketing-driven approach to one centered on product and user needs, indicating a return to the essence of the industry [1][23] Group 2: Technological Developments - Huawei's ADS 4.0 system was introduced as a high-level intelligent driving solution, with expectations for L3 commercial capabilities by 2025 [2] - The L3 level of automation allows vehicles to perform all driving tasks under specific conditions, marking a significant advancement from L2 [3][7] - The integration of world models and reinforcement learning is seen as a new generation of intelligent driving technology, enhancing decision-making and safety [10][12] Group 3: Regulatory Changes - New regulations in Shenzhen and Beijing clarify accident liability in L3 autonomous driving scenarios, placing responsibility on manufacturers for system failures [16] - These regulatory changes are expected to drive automakers to invest more in technology development and safety testing [16] Group 4: Market Dynamics - The automotive industry is experiencing a shift in consumer expectations, with users increasingly demanding vehicles that understand their needs rather than just perform tasks [18][19] - Companies are focusing on self-research and development of core technologies to enhance brand competitiveness and reduce reliance on external suppliers [20][22] - The competitive landscape is evolving, with traditional automakers needing to innovate while new entrants focus on applying the latest technologies [20][23]

以下文章来源于汽车公社 ，作者杜余鑫 汽车公社 . 速度 深度 态度 作 者 | 杜余鑫 来源 | 汽车公社 导 语：广汽丰田铂智3X率先将激光雷达智驾价格降至15万以下，零跑紧随其后拉至12万，未 来长安有望下探至10万元级。 3月18日，智驾发布会又扎堆了，这次是奇瑞，极氪和广汽，而且这三家发布会，不仅是重量级的 存在，且都是具有代表性和象征意义的，不得不放在一起来说道说道。 首先看奇瑞，它是自主品牌三强之列的选手，其战略规划和行动，对行业和产业格局都会带去影 响。在这之前，长安、比亚迪、吉利都抢先于奇瑞发布了智驾战略，那奇瑞会怎么应战？各家其实 都看在眼里。 其实最终奇瑞选择了与比亚迪和吉利相同的思路，推出了猎鹰智驾系统，有200/500/700/900四个版 本，该系统在2025年里奇瑞全系车型都将搭载，预计30多款，包括入门级6万元级的小蚂蚁。另外 还有一个猎鹰智驾Off-Road，是专属越野智驾技术。 四个版本的猎鹰智驾可以实现的能力，从下文的这张图就可以清晰地看到。不过尹同跃给出的答案 是油车电车都要同步智能化和智驾，而且还要实现全球的覆盖。 其实和比亚迪天神之眼A/B/C，吉利千里浩瀚H1-H ...