时至今日，智能化对于汽车产业的突破性革新早已无需赘述。在AI技术的全面赋能下，我国汽车 智能化转型愈发迅猛。7月15日，在2025新能源智能汽车新质发展论坛上，中国电动汽车百人会副理事 长兼秘书长张永伟表示，当前我国L2辅助驾驶渗透率已超50％，自动泊车等辅助驾驶技术渗透率超 20％，走在全球前列。在本届论坛上，与会嘉宾围绕"新质引领 智创未来"主题，聚焦关键技术攻关、 产业生态建设等话题，为汽车智能化把脉问诊。 进入智能汽车时代，当传统汽车产业边界不断被打破，新产品、新技术、新商业模式随之不断涌现，产 业生态也随之重塑。对此，张永伟认为，中国整车企业与零部件企业的关系正逐步进入深度绑定模式， 形成战略联盟式产业组合。在他看来，车企与零部件企业"结对子"，既能为车企打造AI竞争力，也能助 力科技企业迈过"死亡谷"，实现合作共赢。 在整零合作上，江汽集团可谓颇有经验。据江汽集团控股公司董事、江汽集团股份公司副总经理马翠兵 介绍，得益于江淮汽车与华为近年来在研发、供应链、制造、销售服务等全价值链环节深度融合，尊界 S800上市首月大定便突破6500辆。在马翠兵看来，车企要有所不为，聚焦关键核心，借势赋能，才能 有 ...

张永伟对中国证券报记者表示，汽车产业竞争力的核心正从机械硬件向智能与AI底座迁移，跨界融合 成为重构生态的核心动力。从现在到2030年是培育智能驾驶文化、普及低阶智能驾驶的关键窗口期，企 业需把握好智能汽车发展目标和节奏，在全球竞争中抢占先机。 "目前围绕智能化的全球竞争已全面展开，我国L2级辅助驾驶渗透率已超过50%，位列全球最高。同 时，泊车辅助驾驶技术等新兴技术在中高端车型的渗透率也超过20%。"在刚刚举行的2025新能源智能 汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟表示，中国汽车产业在电动化上实 现了换道超车，智能化上实现了终端先行，但仍需巩固优势。 ● 熊永红 龚梦泽 这意味着，在中国汽车市场上，每卖出两辆新车，就有至少一辆搭载了L2级辅助驾驶技术。事实上， 随着今年比亚迪"全民智驾"口号的喊出，辅助驾驶的声量达到了一个新高潮，并逐渐成为消费者购车时 的重要考虑因素。 过去很长一段时间里，我国汽车行业的整零合作多处于较浅层次，关键技术领域的合作难度较大。而欧 洲和日本在汽车行业面临重大技术攻关时，形成了值得借鉴的产业模式——整车企业间能够联合攻关， 整车与零部件企业形成战略联盟， ...

反观美国市场，虽然其智能化装车率不高，但是在智能核心技术领域有竞争力。张永伟表示，特斯拉 FSD（全自动驾驶）功能处于全球领先水平，美国"智驾大算力芯片"方面有英伟达，在智能座舱领 域，高通+安卓也占据了主导地位。"如何巩固扩大我们在智能化上的发展优势，是中国汽车行业一个 非常急迫的问题。" 在张永伟看来，中国接下来的智能化发展可以分为两条路径，一是将目光放到更高阶的智能驾驶上， 快速提出L3级及更高等级自动驾驶的发展目标。2030年，甚至往后两三年时间，将是L3、L4级从试 点到规模化应用的一个时间窗口，车企或智能驾驶企业既要立足现在，布局低成本、低阶的智驾技 术，也要抓住时间窗口，加快布局或装载高等级的自动驾驶技术。 2025.07. 16 本文字数：1043，阅读时长大约2分钟 作者 | 第一财经 肖逸思 7月15日，在2025新能源智能汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟 表示，目前全球汽车围绕智能化的竞争已全面展开，我国在终端装载率上走在了前列。中国L2级辅 助驾驶的渗透率已超过50%，在全球市场中最高。另外，一些新的辅助技术（如泊车）渗透率也在 加快提升，泊车辅助驾驶技术渗 ...

反观美国市场，虽然其智能化装车率不高，但是在智能核心技术领域有竞争力。张永伟表示，特斯拉 FSD（全自动驾驶）功能处于全球领先水平，美国"智驾大算力芯片"方面有英伟达，在智能座舱领域， 高通+安卓也占据了主导地位。"如何巩固扩大我们在智能化上的发展优势，是中国汽车行业一个非常 急迫的问题。" 在张永伟看来，中国接下来的智能化发展可以分为两条路径，一是将目光放到更高阶的智能驾驶上，快 速提出L3级及更高等级自动驾驶的发展目标。2030年，甚至往后两三年时间，将是L3、L4级从试点到 规模化应用的一个时间窗口，车企或智能驾驶企业既要立足现在，布局低成本、低阶的智驾技术，也要 抓住时间窗口，加快布局或装载高等级的自动驾驶技术。 辅助驾驶技术，已经成为消费者购车时的重要考虑因素。 7月15日，在2025新能源智能汽车新质发展论坛上，中国电动汽车百人会副理事长兼秘书长张永伟表 示，目前全球汽车围绕智能化的竞争已全面展开，我国在终端装载率上走在了前列。中国L2级辅助驾 驶的渗透率已超过50%，在全球市场中最高。另外，一些新的辅助技术（如泊车）渗透率也在加快提 升，泊车辅助驾驶技术渗透率也超过了20%。 这意味着中国市场上 ...

【比亚迪"兜底"的意义是什么？】 核心意义：对于智驾中归类为L4等级的能力，进行更彻底地"明确智驾权责归属"，由车企本身为用户负责。 汽车行业对乘用车智能辅助驾驶细分功能的等级划分如下： | 功能简写 | 功能全称 | 效果 | 等级 | | --- | --- | --- | --- | | ACC | 自适应巡航 | 纵向自动控制，实现加减速 | L1 | | LCC | 车道居中控制 | 横向自动控制，保持居中行驶 | L1 | | ALC | 自动变道辅助 | 横纵向自动控制，实现自动变道 | L1 | | TJA | 交通拥堵辅助 | 横纵向自动控制，交通拥堵时辅助驾驶 | L2 | | NOA Highway | 高速领航驾驶辅助 | 高速公路按导航自动驾驶，点到点行驶 | L3 | | NOA City | 城区领航驾驶辅助 | 城区按导航自动驾驶，点到点行驶 | ГЗ | 此次"兜底的具体描述：对所有天神之眼车辆在智能泊车场景下的安全及损失全面兜底； 覆盖车型：比亚迪旗下品牌所有搭载"天神之眼A"、"天神之眼B"、"天神之眼C"智能驾驶辅助系统的车型； 覆盖人群和时效：无论是否为首任车主，均终 ...

Macro Economic Overview - The National Bureau of Statistics reported that the Consumer Price Index (CPI) rose by 0.1% year-on-year in June, while the Producer Price Index (PPI) decreased by 3.6% year-on-year, with a 2.8% decline in the first half of the year compared to the same period last year [5] - The Director of the National Development and Reform Commission stated that the average economic growth rate in China during the first four years of the 14th Five-Year Plan reached 5.5%, with an expected economic increment of over 35 trillion yuan during this period [5] Industry Dynamics - The national marine economy is projected to exceed 10 trillion yuan for the first time in 2024, with related stocks including China COSCO Shipping (601919) and China Shipbuilding Industry (600150) [6] - BYD has launched "L4-level automatic parking," with institutions optimistic about the incremental component opportunities, related stocks include Desay SV (002920) and Bertel (603596) [6] - Since 2025, despite overall revenue pressure on innovative pharmaceutical companies, the export growth rate has turned positive, with related stocks including BeiGene (688235) and Kelun Pharmaceutical (002422) [6] Company Focus - Northern Rare Earth (600111) expects a net profit of 900 million to 960 million yuan for the first half of the year, representing a growth of 1883% to 2015% compared to the same period last year [7] - Shenglong Development (002299) anticipates a net profit attributable to shareholders of 850 million to 950 million yuan for the first half of 2025, a year-on-year increase of 732.89% to 830.88% [7] - Guibao Pet (301498) plans to invest 650 million yuan from its own funds to build an intelligent warehousing and digital sorting center project [7] - Baoming Technology (002992) has developed a fourth-generation composite copper foil product in response to future market demands for high safety and ultra-fast charging in lithium batteries, which has undergone customer sample testing [7] Market Review and Outlook - On July 9, the market opened slightly higher, with the Shanghai Composite Index reaching a peak of 3512 points during the day but closing down 0.13% at 3493.05 points, failing to stay above 3500 points [8] - The Shenzhen Component Index fell by 0.06%, while the ChiNext Index rose by 0.16%, with a total trading volume of 1.51 trillion yuan, an increase of 51.2 billion yuan compared to the previous trading day [8] - Sectors such as diversified finance, cultural media, medical services, banking, and cement materials saw gains, while insurance, non-ferrous metals, shipbuilding, wind power equipment, and semiconductors experienced notable declines [8] - The market is showing increased divergence, with leading sectors lacking sustainability, contributing to cautious buying behavior among investors [8]

Core Insights - The article highlights the recent trends in financing events within various industries, indicating a total of 108 financing events this week, with a total amount of approximately 11.37 billion RMB, marking an increase from the previous week [4][12]. Financing Overview - This week, there were 108 financing events (excluding mergers and acquisitions), an increase of 4 from last week, with a total financing amount of approximately 11.37 billion RMB, up by 4.64 billion RMB [4]. - Among these, 28 events had financing amounts of 100 million RMB or more, an increase of 6 from last week [4]. - There were 32 public exit cases this week, a decrease of 4 from last week [4]. Financing Amount Distribution - The distribution of disclosed financing events shows 70 events, with amounts ranging as follows: - 5 events below 5 million RMB - 22 events between 5 million and 10 million RMB - 13 events between 10 million and 50 million RMB - 18 events between 50 million and 100 million RMB - 9 events between 100 million and 500 million RMB - 2 events between 500 million and 1 billion RMB - 1 event over 1 billion RMB [5]. Notable Investment Events 1. **Photovoltaic Materials**: Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Yongxiang Co., completed a strategic financing round of approximately 4.916 billion RMB, with funds primarily used for repaying financial institution debts and supplementing working capital [7]. 2. **AI Large Models**: Zhizhu completed a strategic financing round of 1 billion RMB, aimed at building an open platform for model-as-a-service (MaaS) and enhancing AI infrastructure in Shanghai [8]. 3. **AI Chips**: Zhenliang Intelligent announced nearly 1 billion RMB in strategic financing, focusing on high-performance GPU development [9]. 4. **Autonomous Driving Software**: Tiantong Vision completed a D round financing of 500 million RMB, aimed at promoting Robotaxi deployment nationwide [9]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being: - Information Technology: 26 events - Electronics: 25 events - Equipment Manufacturing: 14 events - Healthcare: 10 events - Materials: 9 events [12]. - In terms of financing amount, the top five industries were: - Materials: 49.16 billion RMB (due to Yongxiang's large financing) - Electronics - Information Technology - Equipment Manufacturing - Automotive [14]. Regional Distribution - The top five regions for financing events were: - Guangdong: 17 events - Jiangsu: 17 events - Zhejiang: 16 events - Shanghai: 13 events - Beijing: 13 events - These regions accounted for 70.37% of all financing events [19][20]. Financing Round Distribution - The distribution of financing rounds showed that seed and angel rounds accounted for 59 events, while strategic financing ranked third with 21 events. Early-stage financing (A round and earlier) accounted for 58.33% of the total events [23]. Investment Institutions - A total of 97 investment institutions participated this week, with notable activity from Beijing Guoguan and Jinpu Investment [26].

Group 1: Industry Overview - In June, multiple automotive companies reported record high sales of new energy vehicles (NEVs), with BYD leading at 382,600 units sold, up from 341,700 units year-on-year [1] - The overall retail market for narrow passenger vehicles in June was approximately 2 million units, representing a year-on-year growth of 13.4% and a month-on-month increase of 3.2% [1] - The retail sales of NEVs are expected to reach 1.1 million units in June, with a penetration rate of around 55% [1] Group 2: Company Focus - OFILM Technology - OFILM has established itself in the smart automotive sector since 2015, obtaining supplier qualifications from over 20 domestic automotive manufacturers [2] - The company has segmented its smart automotive business into three major areas: intelligent driving, body electronics, and intelligent cockpit, aligning with industry trends of "domain concentration" and "domain integration" [2] - OFILM's product offerings include a comprehensive range of systems such as surround view systems, automatic parking systems, and integrated Ethernet gateways, showcasing its capability in system-level product customization [2] Group 3: Technological Advancements - In the field of intelligent driving, OFILM has developed a wide array of products including onboard cameras, laser radars, and automatic parking domain controllers, contributing to advanced autonomous driving solutions [2] - The company has a strong technical foundation in body electronics, with its BCM/BGM products integrating multiple functions and achieving a high level of technical sophistication [3] - OFILM is also focused on intelligent cockpit solutions, providing comprehensive visual solutions for in-cabin applications such as driver monitoring and passenger monitoring [3] Group 4: Future Outlook - According to projections, the domestic automotive market is expected to see the launch of several hybrid models in the second half of the year, with an anticipated annual NEV penetration rate of 55% [4] - OFILM is committed to enhancing its smart automotive business through increased resource allocation in R&D, sales, and production, aiming for rapid revenue growth in this sector [4]

盛夏已至，2025年时间进度条也已过半，迎来半年成果检验的关键节点。 今年，场景创新被推到前所未有的新高度。 2025年政府工作报告两次提到"场景"一词，强调"创新和丰富消费场景，加快数字、绿色、智能等新型 消费发展""开展新技术新产品新场景大规模应用示范行动"。 这背后，是新科技革命浪潮下，技术成果亟需在场景实践中检验的现实需求。场景创新，作为连接技术 创新与产业应用的关键桥梁，已成为驱动城市产业跃升的重要一环。 在这场全国性的创新竞逐中，成都走在前列。今年，"成都市场景创新促进中心"（以下简称"场景中 心"）在成都市民营经济发展促进中心挂牌成立，核心之要，就是把场景创新打造为科技创新与成果转 化的重要支点。 从园区到企业，从主城到县市新城，这些主体是成都产业发展的主力军，也是场景创新的前沿阵地。为 近距离观察成都各区（市）县场景创新的蓬勃生机，从2025年5月起，每日经济新闻开展"场景驱动走进 成都未来试验场"系列调研活动，深入前沿技术应用场、未来产业新高地、创新消费新地标等前沿场景 一线。 各大产业园区更是创新活力的集中迸发地。 成都高新区新川创新科技园AI创新中心内，5G医疗急救车、无人驾驶自动泊车等 ...

Core Insights - The company is the first state-owned enterprise to provide comprehensive urban transportation solutions, focusing on smart urban transportation products and technology for construction and operation [1] - The company aims to enhance urban transportation efficiency by 20%-30% and reduce investment costs by over 20% through its services [1] - The company has established a systematic technology product framework centered on intelligent networking, which is expected to play a leading role in the future urban transportation system [1] Company Competitiveness - The company has developed a city-level digital twin platform and the TransPaas platform, which supports over 15 categories and 2100+ traffic twin data connections [2] - The digital twin platform encompasses 15 major categories and over 3000 standardized traffic data assets, enhancing the company's core competitiveness [2] - The company has created a comprehensive digital application platform covering the entire lifecycle from planning to operation, significantly broadening its product range [2] Financial Performance - In 2024, the company reported revenue of 1.316 billion yuan, a decrease of 7.26%, and a net profit of 106 million yuan, down 34.74% [3] - The company signed new contracts worth 2.58 billion yuan in 2024, a year-on-year increase of 49%, with new business accounting for over 67% of total contracts [3] - The company is experiencing a temporary revenue decline during its transformation phase, but losses are narrowing [3] Low-altitude Economy Development - The company is positioned as a key player in Shenzhen's low-altitude economy, with plans for large-scale infrastructure construction expected to begin soon [4] - Shenzhen aims to establish over 1000 low-altitude takeoff and landing points by 2025/2026, supported by national policies and financial backing [3][4] - The company has launched several core products to support the low-altitude economy, enhancing its operational capabilities across the entire value chain [4] New Product Development - The company has established a city-level "Vehicle-Road-Cloud" smart supervision network and is a key technical support unit for integrated pilot city construction [5] - It has developed a management and scheduling platform for functional unmanned vehicles, with over 200 units deployed for urban logistics [5] - The company is also advancing in virtual power plants and computing power construction, with significant projects underway [5] Future Outlook - The company is transitioning to a product-oriented and platform-oriented technology firm, with expected revenue growth from 2.035 billion yuan in 2025 to 3.489 billion yuan in 2027 [6] - The net profit is projected to increase from 227 million yuan in 2025 to 467 million yuan in 2027, with a decreasing price-to-earnings ratio [6] - The company is well-positioned to benefit from the upcoming infrastructure orders in the low-altitude economy sector [6]