2026年开年，全球汽车智能化竞赛在政策破局与商业落地两端同时按下加速键。1月，智能网联汽车领域都发生了哪些大事？小编为您一一梳理点 评。 国内新闻 ◆ 交通运输部：推动数据应用支撑智能驾驶、新能源汽车产业发展 1月4日，交通运输部发布《关于加快交通运输公共数据资源开发利用的实施意见》。其中提出，围绕服务公众出行、保通保畅、物流降本增效、 多式联运、绿色低碳、金融服务等行业领域，打造一批典型示范场景。通过数据开放、授权运营等方式，推动交通运输公共数据与企业数据融合应 用，支撑人工智能、智能驾驶、低空经济、新一代信息技术、新能源汽车等新兴产业与未来产业发展。 点评：数据是驱动智能驾驶发展的核心动力。交通运输公共数据资源的开发利用，必将为智能驾驶发展提供更多体量大、质量好的数据资源。 ◆ 工信部就7项智能网联汽车强制性国标公开征求意见 1月7日，工业和信息化部发布关于公开征求《智能网联汽车 自动泊车系统安全要求》等7项强制性国家标准制修订计划项目意见的公示。据悉， 《智能网联汽车 自动泊车系统安全要求》具体内容包括动态驾驶任务执行、人机交互、功能要求、用户告知、保障要求、安全档案、试验方法等。 点评：自动泊车普及 ...

此外，通过制定安全要求，能够规范自动泊车系统的设计、开发与测试，确保其在各种复杂交通场景下 都能准确、可靠地运行，最大程度减少因系统故障、误判等原因导致的交通事故，降低人员伤亡风险。 （记者唐诗凝） 新华社北京1月7日电 工业和信息化部7日发布关于公开征求《智能网联汽车 自动泊车系统安全要求》等 7项强制性国家标准制修订计划项目意见的公示。 据介绍，自动泊车行业发展迅速，制定统一的安全要求可以为整个行业提供明确的标准和规范，引导企 业遵循安全原则进行技术研发和产品生产，促进自动泊车技术的健康、有序发展，避免因恶性竞争或技 术滥用导致的安全隐患。 据悉，《智能网联汽车 自动泊车系统安全要求》具体内容包括动态驾驶任务执行、人机交互、功能要 求、用户告知、保障要求、安全档案、试验方法等。 ...

Group 1 - The event "Science and Technology Innovation Future" focused on the intelligent transformation and ecological reconstruction of the automotive industry driven by AI technology, highlighting new opportunities and challenges for China's automotive sector in global competition [1][17] - China is restructuring the global automotive industry landscape with electric and intelligent technologies as dual engines, transforming the concept of automobiles from mere transportation tools to low-carbon mobile spaces [3][5] - Chinese private enterprises like BYD and Geely have achieved significant growth in the electric vehicle sector, with China accounting for two-thirds of the global electric vehicle market [5] Group 2 - Valeo's CTO discussed the deep application of artificial intelligence in automatic parking systems, with a Level 4 automated valet parking system set to be mass-produced in China by 2026 [6][8] - Investment focus is shifting towards artificial intelligence, embodied intelligence, new computing, and renewable energy, with predictions of a trillion-level market opportunity when China's smart electric vehicle ownership surpasses 100 million [10] - The automotive industry is entering an accelerated development cycle, with a consensus on the need for "high safety + low cost" as the future direction for intelligent driving technology [12] Group 3 - China's automotive industry chain is leveraging its advantages in electrification to accelerate globalization, with discussions on local supply chains, data compliance, and market differentiation challenges [13][15] - Global capital is increasingly focused on Chinese automotive assets, with significant potential in the electrification and intelligence sectors, suggesting that quality tech companies are likely to lead the market and achieve valuation increases [15]

Core Viewpoint - The company, O-film, has demonstrated resilience and growth in the consumer electronics and smart automotive sectors, driven by policy support, advancements in AI technology, and ongoing smart transformation efforts, achieving a revenue of 9.837 billion yuan in the first half of 2025, representing a year-on-year growth of 3.15% [1] Group 1: Business Segments - O-film has established a robust foundation in the optical and optoelectronic field over the past two decades, focusing on three main business areas: smartphones, smart vehicles, and emerging fields, providing comprehensive optical and optoelectronic product technology services [2] - In the smartphone sector, O-film has become a mainstream supplier of high-pixel camera modules and optical lenses, leveraging its optical innovation advantages and a solid customer base accumulated since entering the optical imaging system and lens market in 2012 [2] - In the smart automotive sector, O-film has aligned its business with industry trends of "domain centralization" and "domain integration," categorizing its smart automotive business into three segments: driving domain, body domain, and cockpit domain, leading to rapid revenue growth in related areas [2] Group 2: R&D and Innovation - O-film has significantly increased its R&D investment, reaching 758 million yuan in the first half of the year, which accounts for 7.70% of its revenue, focusing on smart phones, smart vehicles, and new fields [4] - The company has applied for 2,128 effective patents globally, with 1,734 patents granted, including 774 invention patents, 945 utility model patents, and 15 design patents, showcasing its commitment to innovation [4] - O-film has established a global R&D team with innovation centers in China, the US, Japan, and South Korea, collaborating closely with domestic and international academic institutions and research organizations to drive technological breakthroughs and product applications [4]

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]

Core Viewpoint - The robotics industry is emerging as a high-growth sector following the wave of "smart+" technologies, with Shoucheng Holdings making significant investments in various sub-sectors including humanoid, medical, and industrial robots [1][6]. Group 1: Investment Strategy - Shoucheng Holdings has established a dedicated fund for robotics, focusing on capturing core assets in the Chinese robotics industry, particularly in humanoid, service, and industrial robots [1][2]. - The company has been investing in the robotics sector for five years, starting its technology research and industry surveys before the capital consensus was formed [1][3]. - The investment strategy emphasizes long-term value investment and continuous support for portfolio companies, avoiding short-term exits [4][5]. Group 2: Unique Advantages - Shoucheng Holdings possesses rich infrastructure resources, such as urban parking lots and industrial parks, which are well-suited for robot operations, providing real application scenarios [2][5]. - The establishment of Beijing Shoucheng Robotics Technology Industry Co., Ltd. aims to connect technology, capital, and application scenarios, enhancing industry chain collaboration [2]. Group 3: Focus on Humanoid Robots - Humanoid robots are viewed as the "crown jewel" of the robotics industry, with significant market potential and integration of multiple disciplines [3][6]. - The company has invested in firms with strong capabilities in control algorithms, joint modules, and AI interaction, anticipating that 2025 will be a critical year for mass production of humanoid robots [3][6]. Group 4: Long-term Vision - The company believes that the value of the robotics industry should be measured over a ten-year cycle, emphasizing the importance of long-termism to capture technological iterations and market explosions [3][6]. - Shoucheng Holdings aims to create a national-level platform in the robotics field rather than just producing individual unicorns [7]. Group 5: Future Outlook - The robotics industry is projected to have a trillion-level market space, and Shoucheng Holdings plans to accelerate the integration of robotics with its own scenarios over the next three years [6][7]. - The company is exploring new business models centered on "technology empowering space" and aims to facilitate the listing or acquisition of some invested projects at the right time [6].