乘联分会：上半年新能源乘用车L2级及以上的辅助驾驶功能装车率达到82.6%。乘联分会发布2025年6 月汽车智能网联洞察报告，2025年1-6月新能源乘用车L2级及以上的辅助驾驶功能装车率达到82.6%， 16万以下市场中智驾装车率进一步增长。随着技术的跃进式提升，叠加硬件和软件成本的不断下降，智 能驾驶辅助功能搭载率不断提升。 新能车ETF紧密跟踪中证新能源汽车产业指数，辅助驾驶渗透率提升有望带动行业销量保持高增。新能 车ETF盘中蓄势。 中证新能源汽车产业指数选取50只业务涉及新能源整车、电机电控、锂电设备、电芯电池、电池材料等 新能源汽车产业的上市公司证券作为指数样本，反映新能源汽车产业龙头上市公司证券的整体表现。 数据显示，截至2025年7月31日，中证新能源汽车产业指数(930997)前十大权重股分别为宁德时代 (300750)、汇川技术(300124)、比亚迪(002594)、长安汽车(000625)、华友钴业(603799)、三花智控 (002050)、亿纬锂能(300014)、赣锋锂业(002460)、天齐锂业(002466)、格林美(002340)，前十大权重股 合计占比55.33%。 新能 ...

Core Viewpoint - The recent controversy surrounding the auxiliary driving test program "Understanding Cars Smartly" by Dongche Di has led to clarifications regarding the accuracy of the test results and the representation of the vehicles involved [1][3]. Group 1: Program Overview - Dongche Di launched a large-scale educational program featuring over 40 models from more than 20 popular brands, including Tesla, BYD, and NIO, simulating 15 real accident scenarios in urban and highway environments [2]. - The program aims to educate the public about the capabilities and limitations of auxiliary driving functions, emphasizing that the results do not represent the performance of the vehicles in all scenarios [3]. Group 2: Performance Results - The overall performance of auxiliary driving functions shows significant room for improvement, with urban scenario pass rates for certain situations exceeding 50%, such as 77% for "merging into a roundabout" and 58% for "children crossing the street" [2]. - In highway scenarios, the highest pass rate was 47% for "encountering a construction truck," while the lowest was 5% for "reckless pig crossing" [2]. Group 3: Brand Comparisons - Chinese brands like Zhijie R7, Wanjie M9, and Tengshi Z9GT EV demonstrated strong performance, with pass rates exceeding 50% in both urban and highway scenarios, while only Tesla's Model 3 and Model X performed notably among joint venture and foreign brands [3]. - The program did not provide an official ranking of the vehicles, as its purpose was to enhance public understanding of auxiliary driving functions and safety boundaries [3][4].

Core Insights - Tesla's CEO Elon Musk shared a video from Dongche Di highlighting Tesla's top performance in a driving assistance test conducted in China [1][2] - The test, part of a public awareness program, simulated high-risk accident scenarios and included nearly 40 vehicle models, revealing an average pass rate of only 35.74% [1][6] - The program aimed to educate the public on the capabilities of driving assistance features rather than providing an official ranking [1][6] Group 1: Test Results - The 2023 Tesla Model 3, utilizing a pure vision system with seven cameras, successfully passed five out of six tests, earning the "first place" [2] - Tesla Model 3 and Model X ranked as the top two vehicles, with no other brand surpassing three successful tests [2] - The test included 15 high-risk accident scenarios, both in urban and highway settings, assessing the vehicles' perception and decision-making abilities [1][2] Group 2: Industry Reactions - The release of the test results sparked significant discussion within the industry, with some critics questioning the validity and rigor of the testing process [6] - Dongche Di responded to criticisms, clarifying that the program's results reflect the vehicles' performance in specific simulated scenarios and not their overall driving assistance capabilities [6][7] - Experts noted that such tests are beneficial for consumers to better understand driving assistance features and prioritize their driving safety [7]

Core Viewpoint - The article highlights the significant shortcomings of current advanced driver-assistance systems (ADAS) in popular vehicles, emphasizing that no tested model passed all simulated high-risk driving scenarios, indicating potential safety risks for users who overly rely on these systems [1][5][12]. Summary by Sections Testing Overview - A recent large-scale test involved over 36 popular vehicle models from more than 20 brands, simulating 15 high-risk driving scenarios in urban and highway settings [6][7]. - The overall pass rate for these scenarios was low, with only three urban scenarios exceeding a 50% pass rate, while the majority of highway scenarios had pass rates below 50% [1][6]. Performance by Vehicle - Tesla's Model 3 and Model X performed the best among the tested vehicles, with Model 3 failing only one scenario and Model X failing one as well [10]. - Other models, such as the Zhijie R7 and Wanjie M9, had pass rates above 50% in both urban and highway scenarios, with prices ranging from 300,000 to 500,000 yuan [10][11]. - Notably, high-priced vehicles did not necessarily correlate with better ADAS performance, as some lower-priced models performed well in tests [11][12]. Safety Implications - Experts warn that current ADAS features are inadequate for handling complex and dangerous traffic situations, stressing the importance of driver readiness to take control of the vehicle at all times [4][12]. - The article references a significant incident involving a Xiaomi vehicle that raised public concern about automotive safety, leading to increased scrutiny of ADAS capabilities [15][16]. Regulatory Context - Recent government communications clarify that existing "smart driving" systems are still in the ADAS phase and do not equate to full automation, placing the responsibility on drivers to remain attentive [16][17]. - The article emphasizes the need for clear guidelines and accountability in the development and deployment of automated driving technologies to mitigate risks [17].

Core Insights - The performance of advanced driver-assistance systems (ADAS) does not correlate with vehicle price, as demonstrated by a recent large-scale test involving over 36 popular models [1][4][5] - No vehicle achieved a perfect score in the simulation of 15 high-risk driving scenarios, indicating significant room for improvement in ADAS capabilities [2][3] Group 1: Test Results - The test included 20 popular brands and nearly 40 models, simulating 15 real-world accident scenarios in urban and highway environments [2][3] - The overall pass rate for the scenarios was below 50%, with only three urban scenarios exceeding this threshold [2][4] - High-priced vehicles did not necessarily perform better; for instance, the Tesla Model 3 and Model X had the best results, but many lower-priced models also performed well [4][5] Group 2: Safety and User Awareness - Experts emphasize the importance of user awareness when using ADAS, as current systems cannot handle complex and dangerous traffic situations [1][6] - The lack of certified Level 3 autonomous driving products in the market means that drivers must remain attentive and ready to take control at all times [6][7] - Recent discussions highlight the need for clear communication regarding the limitations of ADAS to prevent over-reliance and potential accidents [6][7]

Core Viewpoint - Tesla achieved the highest performance in autonomous driving tests in China without local training data due to legal restrictions on data export [1][3]. Group 1: Program Overview - The "Understanding Car Intelligence" program launched on July 23, featuring over 40 models from more than 20 popular brands, including Tesla, aimed to educate the public on autonomous driving capabilities and safety boundaries [1][3]. - The program includes simulations of 15 high-risk accident scenarios for both urban and highway driving, with a focus on enhancing public awareness of safe driving practices [3]. Group 2: Testing Results - The average pass rate for the tested vehicles across the 15 scenarios was only 35.74%, indicating significant challenges in the performance of these autonomous driving systems [3]. - Specific scenarios tested included "entering a large roundabout," "merging within a roundabout," and "avoiding a broken-down vehicle" for urban driving, as well as "encountering an accident vehicle on the highway" and "dealing with construction vehicles" for highway driving [3].

Core Viewpoint - The launch of the large-scale popular science program "Understanding Car Intelligence" by Beijing Dongchedi Technology Co., Ltd. aims to educate consumers on the proper use of advanced driver-assistance systems (ADAS) and highlight the safety risks associated with over-reliance on these technologies [1][2] Group 1: Program Overview - The program features over 40 models from more than 20 popular brands equipped with comprehensive ADAS, simulating 15 high-risk accident scenarios in urban and highway settings [1] - The overall pass rate for the simulated scenarios is below 50%, with only three urban scenarios exceeding this threshold, indicating significant safety concerns when relying on ADAS [1][2] Group 2: Safety Insights - The program emphasizes that current ADAS capabilities have considerable room for improvement, and users should not fully trust or depend on these systems [2] - A reminder is issued that while the program's results do not represent the performance of the vehicles in all scenarios, the existing ADAS cannot handle certain complex and dangerous traffic situations effectively [2] Group 3: Industry Implications - The lack of certified Level 3 autonomous driving products in the domestic market means that users are primarily operating Level 2 systems, which require constant driver attention [2] - The initiative by Dongchedi is seen as significant for raising consumer awareness about the correct understanding of ADAS and the importance of driver safety [2]

Core Insights - The automotive industry is undergoing a transformation driven by advancements in intelligent driving technology, with a focus on enhancing consumer safety and convenience [1][3] - The demand for advanced driver assistance systems (ADAS) is increasing among consumers, particularly in higher-priced vehicle segments, reflecting a shift in consumer priorities towards safety features [1][3] - Current ADAS technologies have not yet fully instilled consumer confidence, but improvements are expected with the introduction of stricter standards and the transition from intelligent driving to intelligent assisted driving [1][2] Company Insights - Zhuoyutech's CEO, Shen Shaojie, emphasized the importance of using dual-camera technology capable of avoiding common obstacles, which aligns with new regulatory requirements [2] - The company aims to achieve true equality in ADAS by overcoming technical challenges, with expectations to effectively address complex scenarios within a year [2] - As a Tier 1 supplier, Zhuoyutech must possess comprehensive problem-solving capabilities across all aspects of intelligent assisted driving subsystems, necessitating strong technical and supply chain management skills [2][3] Industry Insights - The intelligent driving industry is in a rapid development phase, with continuous technological breakthroughs and growing market demand [3] - The path to equality in ADAS faces numerous technical challenges and requires industry collaboration, with different companies contributing from their unique perspectives [3] - Zhuoyutech is positioned to play a crucial role in advancing ADAS equality, leveraging its deep technical insights and ongoing innovation to enhance consumer driving experiences [3]

Group 1 - The core point of the article is that Xiaomi's Yu7 model will feature laser radar as a standard configuration for its assisted driving capabilities [1] Group 2 - The introduction of laser radar across all variants of the Yu7 is expected to enhance the vehicle's safety and driving assistance features [1] - This move aligns with industry trends towards integrating advanced driver-assistance systems (ADAS) in vehicles [1]