综合能源、人才和制度三条线索，中国均具备比较优势。 回顾人类发展历史可以看到，每一次生产方式和社会结构的跃迁，都离不开能源获取方式及其组织形态 的变化。无论是工业革命、电气化进程，还是信息化浪潮，能源始终是支撑经济扩张和技术扩散的基础 条件。当前，人工智能的快速发展不仅改变了技术的应用方式，也正在重塑生产效率、产业结构和经济 增长模式。对中国而言，人工智能既是推动高质量发展的重要抓手，也是应对人口结构变化、资源约束 条件和外部环境不确定性的现实选择。 将能源、人才和制度三条线索综合来看，可以发现中国在这三方面均具备较为突出的比较优势。能源体 系兼具成本优势、稳定优势和扩张优势，人口结构形成了工程师规模、用户基础和数字素养的综合优 势，制度体系则具备较强的组织动员能力、工程推进能力与政策执行能力。三者之间的协同作用，使中 国具备将技术突破持续转化为产业升级，并进一步转化为经济增长动能的条件。中国在人工智能时代的 比较优势并非偶然，而是长期发展积累与持续改革创新共同作用的结果。人工智能的加速发展将是一次 广度更大、深度更深、速度更快的历史转折，我们期待中国在这场未来文明的竞逐中走得更稳、更快、 更远。 人类社会的 ...

从表面上看，2025年的车市仍走在增长的轨道上，整体汽车销量同比上扬，新能源汽车更是成为车市的核心支柱。但拨开表象看本质，当下车市的增长背后 隐藏着多重代价，了解这些代价才能知晓行业真正发生了什么。 2025年汽车市场的增长，很大程度上要归功于政策的支持。新能源汽车车辆购置税减免、"两新"补贴等政策有力稳定了全年汽车消费，让原本已显露疲态的 市场获得了支撑。不过，随着2026年新能源汽车购置税减半征收政策施行，车市的外部支撑动能将会减弱，留给各车企的将是硬碰硬的实力比拼局面。 其次，汽车市场大面积的价格战，已不只让整车企业蒙受损失，其影响还波及包括供应商、经销商在内的全产业链。供应链上的广大中小企业，备受长支付 账期的困扰，这在2025年里引起广泛讨论。而后政策出手，要求头部大型企业将支付账款限定在60天以内，保障中小企业的利益。这很大程度上遏制了价格 战的蔓延，也给接下来行业的竞争指明了方向，即竞争不应损害全行业利益。 新能源汽车时代，新技术持续改变着汽车的形态，同时也强力塑造着行业新生态。除了消费者能够直观感受到的智能座舱和辅助驾驶，隐藏在车内的一些新 技术，如一体化大压铸、固态电池、超级混动/增程、换电 ...

华为轮值董事长孟晚舟发布新年致辞。致辞中提到，面向未来，智能化变革浪潮奔涌，这是我们面临的 长期战略机遇。终端智能体、辅助驾驶、无人挖掘机、无人重型矿车……正在改变我们每个人生活生产 方式；5G/5G-A、高速光纤交织成网，让企业的感知无处不在，管理运作愈发便捷； 人工智能技术正加速与行业知识融合，从单点效率提升转向对企业核心业务的系统性价值重构。这场转 变不仅是技术的迭代，更是从组织架构、业务流程到企业文化的一次深刻变革。 （文章来源：第一财经） ...

Core Viewpoint - Chery is undergoing a personnel adjustment in its Intelligent Center, with Hu Weilong, a key figure from Geely, joining to lead the development of advanced driver assistance systems (ADAS) [1][4]. Group 1: Personnel Changes - Hu Weilong, previously the Deputy Director of Geely's Intelligent Driving Center, will take charge of Chery's ADAS development [4]. - Xie Baojun, who was responsible for the operational management of Chery's Intelligent Center, will now focus on the development of the vehicle's electronic and electrical architecture [2][4]. Group 2: Organizational Structure - Chery established the Intelligent Center earlier this year, integrating its subsidiaries Lion Technology and Dazhuo Intelligent into this new entity, which includes modules for smart cockpits, ADAS, and digital architecture [3][5]. - The Intelligent Center is led by Wu Xuebin, with Xie Baojun overseeing operations [3]. Group 3: Previous Challenges - Prior to the establishment of the Intelligent Center, Chery faced issues of redundant investments and slow progress in its smart technology development [5]. - The development of Chery's smart cockpit was led by Lion Technology, while Dazhuo Intelligent was responsible for self-developed ADAS, creating a fragmented approach [5]. Group 4: Financial Investments and Goals - Chery invested approximately 500 million yuan in Dazhuo Intelligent, setting operational goals for breakeven between 2023 and 2024 [5]. - Dazhuo Intelligent was tasked with several key projects, including the production of a front-view integrated machine and L4 capabilities, but was integrated into the Intelligent Center before completing these tasks [5]. Group 5: Partnerships and Collaborations - Chery collaborates with various suppliers for its ADAS, including Lightyear, Jianzhih Technology, Huawei, and Momenta, among others [5][6][7]. - The partnership with Lightyear focuses on developing urban NOA, utilizing NVIDIA's Orin-Y platform and algorithms from Lightyear [6]. - Collaborations with Huawei and Momenta involve leveraging their software and hardware for various vehicle models, enhancing Chery's ADAS capabilities [7].

Core Insights - The 2025 Automechanika Shanghai has set new records in exhibitor numbers and exhibition area, with 7465 exhibitors and an exhibition area of 383,000 square meters, marking increases of 10% and 9% respectively compared to the previous edition [1] - 40% of exhibitors are involved in the fields of new energy and intelligent connected solutions, highlighting China's role as a global hub for automotive production, sales, and innovation in new energy technology [1] - The new energy and intelligent connected exhibition area has expanded by 50% to 40,000 square meters, featuring 650 companies showcasing key components and systems related to electrification, intelligent connectivity, and more [1] Industry Trends - An emerging trend is the shift of vehicle manufacturers from being mere visitors in previous editions to becoming exhibitors, indicating a proactive approach to optimizing supply chain layouts and fostering closer collaboration between vehicle and parts manufacturers [2] - The exhibition is co-hosted by Frankfurt Exhibition (Shanghai) Co., Ltd. and China National Machinery Import & Export Corporation, and is expected to attract over 24,000 visitors from nearly 160 countries and regions, with pre-registered visitor numbers up by approximately 25% compared to the previous edition [2]

【#小米智驾团队成员超1800人##小米将持续在辅助驾驶领域加大投入#】 @小米汽车 发文称：小米汽 车，将持续在辅助驾驶领域加大投入：2025年，小米在AI领域研发投入超70亿；目前，小米智驾团队 成员超1800人，博士达108人。 ...

Core Insights - China's smart connected and new energy vehicle industry is at a global leading position, with Beijing accelerating its development as a highland for this sector [1][3] - In 2024, Beijing's automobile production is projected to reach 1.145 million units, representing a year-on-year growth of 14.2% [3] - The penetration rate of new passenger cars with Level 2 smart driving assistance in Beijing reached 68.3% in the first half of this year [3] Industry Development - The construction of "smart cities" in Beijing has achieved integrated infrastructure coverage of 600 square kilometers for vehicle-road-cloud collaboration, with over 1,100 testing licenses issued and more than 45 million kilometers of autonomous driving mileage accumulated [3] - Companies like Xiaomi, Li Auto, and BAIC have rapidly developed in the new energy and smart connected vehicle sectors, contributing positively to the construction of a strong automotive nation [3][4] Technological Innovation - Chinese automakers are actively innovating with technologies such as driver assistance, sensors, automatic locking, and new electronic architectures, which have gained popularity among domestic and international consumers [3] - The rapid development of technology has led to new requirements for standards and regulations, with national authorities emphasizing the importance of industry standard formulation [3] Regulatory Compliance - Beijing's industry management departments are committed to implementing anti-involution work requirements, ensuring market order, and avoiding price wars [4] - Companies are required to maintain high standards for product quality and safety, taking responsibility for accidents and cooperating with assessments and analyses [4] Regional Collaboration - Beijing is collaborating with Tianjin and Hebei to build a smart connected new energy vehicle technology ecosystem, promoting the integration of industry chain strengthening and technological innovation [4]

Core Insights - The Chinese intelligent connected vehicle industry has made significant progress, with 7.56 million new passenger cars equipped with combined driving assistance functions sold from January to July 2025, achieving a penetration rate of 62.6% [1] - The sales of new passenger cars with navigation driving assistance functions reached 2.669 million, with a penetration rate of 21.5% [1] - Over 400 specialized small and medium-sized enterprises in the intelligent connected vehicle sector have been cultivated [1] Group 1: Industry Achievements - A total of 17 national-level testing demonstration zones have been established, with 35,000 kilometers of testing roads opened and over 10,000 testing demonstration licenses issued [1] - The total mileage of road testing has exceeded 200 million kilometers, with over 3 million vehicles equipped with 5G and C-V2X technology [1] - More than 4.5 million 5G base stations have been opened across various regions [1] Group 2: Challenges Faced - The industry still faces challenges such as inadequate legal regulations, difficulties in overcoming long-tail effects of technology, unbroken key technologies, and insufficient infrastructure development [1] Group 3: Future Initiatives - The Ministry of Industry and Information Technology will enhance support for high-quality industry development, focusing on continuous technological innovation, improving policy and regulatory standards, accelerating industrial application, and deepening international cooperation [2][3] - Key areas of focus include breakthroughs in automotive chips, operating systems, artificial intelligence, and electronic architecture, as well as the development of new features that meet consumer demands [2] - Collaboration with relevant departments will be strengthened to improve regulations on access management, traffic management, cybersecurity, and data security [2]

Event Overview - The 23rd Guangzhou International Auto Show will be held from November 21-24, 2025, at the Guangzhou Import and Export Fair Complex, covering a total area of 240,000 square meters [2] - Over 90 mainstream car manufacturers and 12,000 journalists are expected to attend, with an estimated audience of over 800,000 from various industries [2] Event Activities - The Shenzhen Automotive Electronics Industry Association will host a "1v1 Innovation Product Technology Matching Conference" during the event, aimed at facilitating communication between vehicle manufacturers and Tier 1 suppliers [2] - The conference will help automotive electronic companies understand the latest demands and trends from OEMs, allowing them to align their product strategies effectively [2] Product and Technology Focus - The event will cover a wide range of product and technology areas, including intelligent chassis, smart cockpits, advanced driver assistance systems (ADAS), new energy technologies, and various electronic components [4] - The 1v1 matching format will allow for direct communication between R&D and procurement leaders from automotive manufacturers and Tier 1 suppliers, enhancing the efficiency of information exchange [3] Target Participants - The event aims to invite various OEMs and Tier 1 suppliers, including notable companies such as Huawei, Baidu, and Valeo, among others [7]

Core Viewpoints - The role of Li Xiang in Li Auto's autonomous driving can be highly compared to Elon Musk's role in Tesla's autonomous driving, focusing on resource expansion, ensuring continuous investment, and possessing the ability to understand AI fundamentals and participate in technical discussions [1][2][3] - The main contradiction in Li Auto's autonomous driving development lies in the global AI industry's development stage, the matching of various production factors, and the capabilities of Li Xiang [1][5] Group 1: Resource Management - Li Xiang's core functions include expanding resources, ensuring sustained investment, and having the ability to make critical judgments regarding the company's long-term direction and technology roadmap [3][4] - The adjustment of Li Auto's secondary departments from 3 to 11 indicates a minor contradiction under the broader context of resource matching [2] Group 2: Iteration and Development - Li Auto is expected to have multiple high-quality rapid iterations in the next 1-12 months due to a clear iterative direction [2][6] - The focus on enhancing simulation data quality and leveraging existing vehicle computing power is crucial for the development of autonomous driving capabilities [6][7] Group 3: AI and Organizational Structure - Successful implementation of physical AI is essential for Li Auto to excel in autonomous driving, requiring a leader who can make key judgments and adapt the organizational structure accordingly [6][8] - The importance of having the right talent aligned with future needs rather than relying solely on past achievements is emphasized, suggesting that the right fit is more critical than resumes [11]