人民财讯10月31日电，豪恩汽电(301488)在机构调研时表示，公司于2024年正式切入机器人赛道，业务 拓展路径清晰：初期以感知系统供应商身份进入市场，计划将汽车领域成熟的感知技术复用至机器人领 域；后与英伟达合作，公司采用英伟达Thor芯片等核心产品，开发机器人"大脑"（决策控制系统），形 成"感知+决策"一体化布局。产品布局方面，目前已覆盖机器人感知与决策两大核心环节：感知端包括 视觉感知（单个机器人搭载6—8个）、超声波雷达感知（6—8个/机器人）、纯固态激光雷达；决策端 为基于英伟达芯片的机器人控制器（大脑）。合作客户方面，公司已与智元、浙江人形等头部机器人公 司建立深度合作：超声波雷达已成功搭载在智元机器人上并实现量产。 转自：证券时报 ...

Group 1 - NVIDIA will invest $100 billion in OpenAI to build data centers based on NVIDIA's AI processors, requiring 10 gigawatts of power [2][4] - NVIDIA's stock rose nearly 4% following the announcement, with a market capitalization of $4.46 trillion [4] - NVIDIA established the first AI development center in the Middle East in collaboration with the Abu Dhabi Technology Innovation Institute [5] Group 2 - Oracle appointed Clay Magouyrk and Mike Sicilia as co-CEOs, with Safra Catz becoming the board's vice chair [6] - T-Mobile announced the appointment of Srini Gopalan as the new CEO, effective November 1 [7] Group 3 - A U.S. federal court ruled that Google must share core search data with competitors, raising concerns about privacy [8] - Google will launch the Gemini AI feature for Google TV, allowing users to interact with AI for content recommendations [9] Group 4 - Samsung Electronics joined a global alliance led by Verizon to commercialize 6G technology [10] - DeepSeek upgraded its online model to version DeepSeek-V3.1-Terminus, supporting various output lengths and pricing structures [12] - MediaTek launched the Dimensity 9500 AI chip, featuring advanced processing capabilities and 4K image generation [13] Group 5 - Sichuan Changhong's subsidiary plans to be privatized and delisted, with a total acquisition amount of approximately HKD 709 million [14] - The power semiconductor industry is facing turmoil due to the bankruptcy filing of Wolfspeed, impacting companies like Renesas and ROHM [15]

Core Viewpoint - The delay of Nvidia's Thor chip has made the external chip supply chain uncertain and expensive, highlighting the importance of self-developed chips to reduce costs and enhance the technological narrative of companies [1][35]. Group 1: Industry Overview - The arms race for computing power in smart driving began in 2021 with the launch of Nvidia's Orin-X chip, which boasts 254 TOPS, outperforming Mobileye's Q5H and Tesla's HW3.0 [2]. - The narrative logic among car manufacturers emphasizes the importance of self-developed chips as a crucial aspect of their strategy [3]. Group 2: NIO's Chip Development - NIO was the first to propose self-developed chips, with founder Li Bin initiating the "chip-making" project in 2020 despite skepticism [6][7]. - NIO's chip team, led by architect Zhang Danyu, has grown to around 400 members, with significant investment in R&D, totaling approximately 41.9 billion RMB from 2021 to 2024 [10][11]. - NIO aims to control the R&D process and reduce supply chain risks by fully self-developing core technologies [11][12]. Group 3: XPeng's Chip Strategy - XPeng has been aggressive in its chip development, launching the self-developed Turing AI chip for its P7 model, but faced challenges with internal collaboration between the chip and algorithm teams [19][20]. - The company initially outsourced chip design but shifted to full self-development due to delays from partners [20][24]. - XPeng's second-generation chip is under development, targeting a 5nm process, with ambitions to integrate advanced AI models into its vehicles [27][28]. Group 4: Li Auto's Approach - Li Auto started its chip development later than its competitors but faces fewer internal obstacles due to a unified leadership vision [29][30]. - The company has begun developing its second-generation chip, focusing on integrating its operating system and chip development under a single department [31][34]. - Li Auto aims to leverage its organizational structure to enhance collaboration between its algorithm and chip teams, which could lead to improved efficiency [35].

Core Insights - The evolution of the new energy vehicle (NEV) industry in China is marked by significant advancements in technology, with a focus on electric vehicles transitioning from basic functionality to intelligent, autonomous systems [1][2][12] Group 1: Energy System Transformation - The core breakthrough in the next decade will shift from "charging anxiety" to "mobile power stations," driven by the commercialization of solid-state batteries with energy densities exceeding 500Wh/kg, enabling 800 km range with just 10 minutes of charging [2][4] - The development of sodium-ion and lithium-sulfur batteries is expected to reduce costs by 50% by 2030, allowing vehicles to act as nodes in a distributed energy network [2] Group 2: Vehicle Redefinition - The traditional mechanical definition of vehicles is evolving into a software and AI-defined era, with innovations such as 4D printed chassis and self-repairing materials [8][9] - The introduction of lightweight materials and advanced manufacturing techniques will significantly enhance vehicle efficiency, with expected improvements in energy consumption from 7 km per kWh to 12 km per kWh [11] Group 3: Intelligent Interaction - The integration of advanced AI technologies will transform vehicles into "space robots," capable of autonomously managing passenger comfort and safety, with systems that can predict health issues [12][14] - The establishment of intelligent road systems is projected to reduce accident rates significantly, enhancing overall traffic safety [14][16] Group 4: Industry Restructuring - The automotive market is expected to evolve into a "6+N" structure by 2030, where a few major players dominate alongside niche brands, emphasizing the importance of energy ecosystem control [17][20] - The competition landscape is shifting, with Chinese automakers establishing zero-carbon factories in response to EU carbon tariffs, reducing export costs [20] Group 5: Social and Ethical Changes - The role of vehicles is changing from private property to public assets, with models allowing shared usage for community services, significantly lowering ownership costs [22][24] - The rural market is experiencing explosive growth, with affordable electric vehicles transforming logistics and transportation for agricultural purposes [24][25] Group 6: Future Vision - By 2035, NEVs are anticipated to evolve beyond mere transportation tools, becoming integral components of urban infrastructure and rural economies [25][28] - The transition from mechanical to digital civilization signifies a profound shift in human mobility and freedom, redefining societal norms and interactions [28]

Core Viewpoint - The Lynk & Co 10EM-P, a mid-size plug-in hybrid sedan, is set to redefine the market with its competitive pricing starting at 192,000 yuan, featuring standard all-wheel drive and lidar technology, which challenges traditional luxury car pricing strategies [1][6]. Group 1: Performance and Technology - The Lynk & Co 10EM-P is the only plug-in hybrid sedan in the 200,000 yuan range to offer standard all-wheel drive and lidar, breaking the norm that associates these features with high-end models [2]. - Built on the CMAEvo platform, the vehicle features advanced suspension systems and has demonstrated superior performance in various tests, including a 83.2 km/h in the moose test, outperforming a German luxury competitor [2]. - The car's powertrain includes a 1.5TEvo engine with a thermal efficiency of 47.26% and a low fuel consumption of 4.2L/100km, achieving a 0-100 km/h acceleration in just 5.1 seconds [3]. Group 2: Intelligent Features - The Lynk & Co 10EM-P is equipped with 29 sensors, including lidar and multiple radar systems, ensuring comprehensive monitoring for enhanced driving safety [5]. - It is the first car globally to feature the NVIDIA Thor chip, which offers 700 TOPS of computing power, enabling advanced AI-driven driving assistance capabilities [5]. - The vehicle's advanced driving assistance system, powered by the Thor chip, aims to provide a seamless driving experience across various conditions, making high-end technology accessible to a broader audience [5]. Group 3: Market Impact - The launch of the Lynk & Co 10EM-P is expected to disrupt the mid-size hybrid sedan market, setting new standards for value and technology in the 200,000 yuan segment [6]. - The vehicle's pricing strategy and feature set challenge the traditional luxury car market, potentially leading to a shift in consumer expectations regarding hybrid vehicles [4][6].

Core Viewpoint - The new generation of Zhiji LS6, a five-seat intelligent SUV, has officially started pre-sales, offering both super extended range and pure electric versions, aiming to disrupt the large SUV market with advanced technology and luxury features [1][21]. Group 1: Product Features - The new generation Zhiji LS6 features the "Lingxi" digital chassis, integrating advanced electronic architecture and top-tier hardware for enhanced driving performance, including a unique tire blowout stability control and active anti-roll technology [3][11]. - The vehicle offers a spacious interior with a high space utilization rate of 90%, innovative seating configurations, and luxury amenities such as a dual-door refrigerator and advanced sound systems [11][19]. - It is equipped with a 27.1-inch 5K cockpit screen and a 15.6-inch entertainment screen for an immersive user experience, along with upgraded safety features for adverse weather conditions [6][10]. Group 2: Pricing and Models - The new generation Zhiji LS6 is available in four models with pre-sale prices ranging from 209,900 to 289,900 yuan, with specific models priced at 209,900 yuan for the pure electric Pro and 279,900 yuan for the pure electric Ultra [4][21]. Group 3: Technological Innovations - The "Hengxing" super extended range technology, developed in collaboration with CATL, allows the LS6 to achieve a range of 1500 km, addressing common concerns about range anxiety and charging convenience [15][19]. - The vehicle features an industry-leading 66 kWh battery with a pure electric range exceeding 450 km and ultra-fast charging capabilities, allowing for a 310 km range boost in just 15 minutes [17][19]. Group 4: Market Positioning - The new generation Zhiji LS6 is positioned as a top choice in the 200,000 yuan segment for intelligent five-seat SUVs, emphasizing its electric and intelligent travel transformation [21].

Core Viewpoint - The launch of Lynk & Co's EM-P AI Plug-in Hybrid 2.0 showcases the company's commitment to integrating AI technology into its electric hybrid vehicles, enhancing performance, safety, and user experience in the mid-to-large plug-in hybrid sedan market [1][9]. Group 1: Product Features - The Lynk & Co EM-P AI Plug-in Hybrid 2.0 features a 1.5T Evo engine and DHT Evo hybrid drive system, achieving a combined power of 390 kW and torque of 755 N·m, with a 0-100 km/h acceleration time of approximately 5.1 seconds [5]. - The vehicle is equipped with a four-wheel drive system and laser radar, allowing real-time adjustment of power output based on external conditions, ensuring stability and control in various driving scenarios [5]. - The car's fuel consumption is approximately 4.2 L/100 km under CLTC conditions, balancing performance and economy [5]. Group 2: Technology Integration - The vehicle incorporates the LYNK Flyme Auto system, powered by NVIDIA Thor chip and Qianli Haohan H7 driver assistance system, enabling advanced driver assistance features and multi-scenario cruising [6]. - The AI-driven Starry AI Cloud Power 2.0 system utilizes deep learning and high-precision environmental data to optimize travel strategies across over 1,000 scenarios [3]. Group 3: User Experience - The interior offers 1.2 m² of space per passenger, with features such as ventilation, heating, and massage functions for all seats, along with a Harman Kardon 23-speaker sound system for an immersive audio experience [6]. - The EM-P AI Plug-in Hybrid 2.0 enhances the overall travel experience by combining performance, intelligence, safety, and comfort [9].

Core Viewpoint - The discussion around VLA (Vision-Language-Action model) is intensifying, with contrasting opinions on its short-term feasibility and potential impact on the automotive industry [2][12]. Group 1: VLA Technology and Development - The Li Auto i8 is the first vehicle to feature the VLA driver model, positioning it as a key selling point [2]. - Bosch's president for intelligent driving in China, Wu Yongqiao, expressed skepticism about the short-term implementation of VLA, citing challenges in multi-modal data acquisition and training [2][12]. - VLA is seen as an "intelligent enhanced version" of end-to-end systems, aiming for a more human-like driving experience [2][5]. Group 2: Comparison of Driving Technologies - There are two main types of end-to-end technology: modular end-to-end and one-stage end-to-end, with the latter being more advanced and efficient [3][4]. - The one-stage end-to-end model simplifies the process by directly mapping sensor data to control commands, reducing information loss between modules [3][4]. - VLA is expected to outperform traditional end-to-end models by integrating multi-modal capabilities and enhancing decision-making in complex scenarios [5][6]. Group 3: Challenges and Requirements for VLA - The successful implementation of VLA relies on breakthroughs in three key areas: cross-modal feature alignment, world model construction, and dynamic knowledge base integration [7][8]. - Current automotive chips are not designed for AI large models, leading to performance limitations in real-time decision-making [9][11]. - The industry is experiencing a "chip power battle," with companies like Tesla and Li Auto developing their own high-performance AI chips to meet VLA's requirements [11][12]. Group 4: Future Outlook and Timeline - Some industry experts believe 2025 could be a pivotal year for VLA technology, while others suggest it may take 3-5 years for widespread adoption [12][13]. - Initial applications of VLA are expected to be in controlled environments, with broader capabilities emerging as chip technology advances [14]. - Long-term projections indicate that advancements in AI chip technology and multi-modal alignment could lead to significant breakthroughs in VLA deployment by 2030 [14][15].

Group 1 - The Lynk & Co 10 EM-P has been launched for pre-sale, with a price range of 192,000 to 222,000 yuan, positioning it as a mid-to-large intelligent electric hybrid four-wheel drive sedan [1] - The vehicle is equipped with a new generation 1.5T Evo hybrid engine, achieving the industry's highest thermal efficiency of 47.26%, and features a hybrid asynchronous motor for rapid response with a 10ms engagement time [1] - The system delivers a maximum power of 390 kW and a maximum torque of 755 N·m, highlighting its performance capabilities [1] Group 2 - The entire lineup is equipped with NVIDIA Thor chips and lidar technology, marking the first use of a super hybrid battery [3] - The vehicle offers a pure electric range of 240 km under CLTC standards, with a fast charging time of less than 15 minutes from 30% to 80% [3]

Group 1: New Vehicle Pre-sales - The all-new Tank 500 has commenced pre-sales with a price range of 360,000 to 388,800 yuan, featuring two models: Hi4-Z and Hi4-T [1][3] - Dongfeng Fengshen L8 has also started pre-sales, priced between 129,900 to 149,900 yuan, offering four models [2][16] - Lynk & Co 10EM-P has opened pre-sales with a price range of 192,000 to 222,000 yuan, featuring three models [2][16] Group 2: Vehicle Specifications and Features - The Tank 500's dimensions are 5078 × 1934 × 1905 mm with a wheelbase of 2850 mm, inspired by Chinese classical architecture and available in a new color, Dunhuang Green [5] - The Tank 500 is equipped with Coffee OS 3 smart cockpit system, featuring multiple screens including a 15.6-inch central display and a 17.3-inch rear entertainment screen [7] - The Dongfeng Fengshen L8 measures 4762 × 1910 × 1677 mm with a wheelbase of 2825 mm, offering various color options and a unique 4.5L cold and warm box in the rear [13][15] - The Lynk & Co 10EM-P has dimensions of 5050 × 1966 × 1487 mm and a wheelbase of 3005 mm, featuring high-end materials and advanced technology [18][21] Group 3: Advanced Technology and Performance - The Tank 500 features the third-generation intelligent driving system Coffee Pilot Ultra, with 27 sensors and 20 active safety functions, enhancing its off-road capabilities [9] - The Dongfeng Fengshen L8 includes a 1.5T hybrid engine paired with a 30.3 kWh battery, achieving a rapid charge from 20% to 80% in 18 minutes [15] - The Lynk & Co 10EM-P is equipped with the NVIDIA Thor chip and advanced driving assistance features, boasting a maximum power of 390 kW and high thermal efficiency [19][21] Group 4: Tesla's Strategic Shift - Elon Musk confirmed the dissolution of the Dojo supercomputer team, stating that Tesla will focus on AI5 and AI6 chips, indicating a strategic shift in resource allocation [4][22] - The decision to discontinue the Dojo project reflects Tesla's need to streamline its AI chip development efforts, which could impact its future market positioning [24]