Core Insights - The article discusses the monthly OTA (Over-The-Air) monitoring report released by the China Automobile Circulation Association and Guangzhou Weierbo Information Technology Co., Ltd, focusing on the trends and updates in the automotive industry regarding OTA upgrades [1]. Industry Overview - In June 2025, the industry updated a total of 463 features, a decrease from 498 in the previous month. The "assisted driving" module regained the top position in upgrade share, with urban NOA (Navigation on Autopilot) features accounting for approximately 30% of the upgrades [4]. - New force brands updated a total of 133 features in June 2025, down from 200 in the previous month. The competition in the intelligent driving sector reignited among various new force brands, while upgrades in voice assistants, navigation, and ecosystem applications were minimal [6]. - Domestic brands updated 269 features in June 2025, with 13 brands pushing OTA upgrades. The focus remained on enhancing intelligent cockpit experiences and ecosystem refinement, while the competition in assisted driving gradually warmed up [8]. - Joint venture and luxury brands updated 61 features in June 2025, a significant increase from 9 in the previous month. Notably, Nissan and Toyota launched their first OTA upgrades for locally developed new energy models [10]. OTA Iteration Speed - The report indicates a notable increase in the speed of OTA iterations across various brands, reflecting a growing emphasis on enhancing vehicle functionalities and user experiences [12]. OTA Operational Activities - Nissan held a significant OTA upgrade event for the N7 model on June 30, 2025, promoting the new features through various channels, including a live-streamed launch event [20][26]. - Post-OTA push, Nissan initiated long-term operational activities to encourage user engagement, including video contests and experience-sharing topics, focusing on automotive media platforms [27][31]. Upcoming OTA Upgrades - Several brands have scheduled OTA upgrades for various models in the upcoming months, including features like full-scene navigation and advanced driver assistance systems [30][32]. User Feedback - User feedback highlighted both satisfaction and areas for improvement regarding the new features, with specific mentions of the intelligent driving indicator and the overall experience of the upgraded functionalities [34][36][39][49].

Group 1 - The development of urban NOA (Navigation on Autopilot) is expected to reach a penetration rate of 15%, while highway NOA is projected to exceed 60% [4][5] - The vehicle camera market is experiencing simultaneous growth in both quantity and price, with accelerated domestic substitution [5][6] - Domestic manufacturers are emerging and restructuring the market landscape due to intensified competition within the industry [6] Group 2 - High temperatures are driving a new peak in electricity load, enhancing the value of flexible resources like thermal power [9] - The second quarter performance of thermal and hydropower sectors is anticipated to exceed expectations [10] - The energy structure transformation, coupled with deepening electricity reforms, is presenting clear opportunities for transition [11]

Core Insights - Intelligent assisted driving has become a focal point in the automotive industry, with a significant push towards "equal rights" in technology access and safety standards [1][3][5] - The recent "Xiaomi incident" has raised safety concerns, prompting the introduction of mandatory national standards for L2 level assisted driving systems [1][5] - The rapid increase in the penetration rate of urban NOA (Navigation on Autopilot) reflects a shift in market dynamics, with prices for such technologies decreasing significantly [2][3] Industry Trends - The penetration rate of urban NOA in vehicles priced between 200,000 to 250,000 yuan rose from 2.1% in January 2024 to 24.7% by October 2024, driven by decreasing prices [2] - As of December 2023, vehicles equipped with urban NOA are increasingly found in the 200,000 to 300,000 yuan price range, while high-speed NOA is penetrating the 150,000 to 200,000 yuan segment [2] - The industry anticipates that 2025 will be a pivotal year for urban NOA, with expectations for it to enter the mainstream market segment priced between 150,000 to 200,000 yuan [2] Safety and Technology Concerns - There is a growing consensus that achieving "equal rights" in intelligent driving must prioritize safety, with significant disparities in safety capabilities among vehicles in the same price range [3][5] - The current configuration differences in vehicles at the same price point can lead to substantial safety performance variations, with some models having up to six times the computing power and eight more sensors than others [5] - The push for widespread adoption of advanced driving technologies must not compromise safety, as highlighted by industry experts [4][5] Market Dynamics - The competition in the intelligent driving chip sector is intensifying, with established players like NVIDIA dominating the market, making it challenging for new entrants [8][9] - The industry is witnessing a shift where intelligent driving chip manufacturers and solution providers are becoming central players, potentially overshadowing traditional Tier 1 suppliers [7][8] - The trend towards "equal rights" in intelligent driving is expected to lead to standardization, which will benefit chip manufacturers by increasing shipment volumes and enhancing cost competitiveness [8][9] Future Outlook - Industry leaders predict that within 2 to 3 years, intelligent assisted driving features will become standard in vehicles priced above 100,000 yuan, with aspirations to extend this to lower-priced models [7] - The automotive industry is expected to see a consolidation of suppliers, with a few strong players emerging as leaders while maintaining a diverse market landscape [9] - The challenge for automakers will be to differentiate their brands in a market increasingly focused on standardized intelligent driving technologies [9]

Core Viewpoint - Chery is restructuring its autonomous driving business, integrating Dazhuo Intelligent into its R&D center, with a focus on enhancing its smart driving capabilities and achieving ambitious production targets by 2025 [2][3][4]. Group 1: Company Restructuring - Dazhuo Intelligent will be merged into Chery's R&D center in Shanghai, with CEO Gu Junli likely to leave the company [2]. - Zhang Xiaohong, previously from Huawei and NIO, will lead the smart driving R&D efforts at Chery [2]. - Chery's autonomous driving business will be unified under Gao Jiabing, who is currently an assistant general manager at Chery [2]. Group 2: Product Development and Goals - Dazhuo Intelligent aims to create a dual product matrix of ADAS and high-level L4 solutions, targeting a million-vehicle self-driving solution [2][3]. - Chery plans to launch L2-level assisted driving products in 2023, with a goal of mass production of high-speed NOA by 2024 and full-scene smart driving by 2025 [3]. - By 2025, Chery aims to have 1 million units of smart driving technology in both domestic and international markets [3]. Group 3: Strategic Challenges - Chery's production progress for Dazhuo Intelligent appears insufficient to meet its smart driving ambitions, leading to criticism from Chairman Yin Tongyue regarding the pace of development [4]. - The company is increasingly relying on external suppliers for smart driving solutions, collaborating with firms like Huawei, Alibaba, and Horizon Robotics [5][6]. - Chery has accelerated partnerships with external suppliers, including a $100 million strategic investment in Qingzhou Zhihang for mid-to-low-end smart driving solutions [5].

Group 1: Core Viewpoints - The article discusses the rapid development and potential of intelligent driving technology, highlighting its transformative impact on urban mobility and the automotive industry [1][2][3]. Group 2: Technology Engine Behind Intelligent Driving - The end-to-end architecture is a significant innovation in intelligent driving, reducing data annotation difficulty and optimizing data processing through unique algorithms, which enhances vehicle responsiveness to road conditions [2][3]. - The introduction of visual language models and cloud models improves the system's ability to handle complex scenarios, akin to equipping vehicles with sharper "eyes" [3]. Group 3: Current Development of Intelligent Driving - The high-speed Navigation on Autopilot (NOA) feature is expected to be scaled up in 2024, becoming a standard for intelligent driving vehicles priced above 200,000 yuan [5]. - The penetration rate of urban NOA is projected to reach 6.5% in 2024, driven by increased consumer acceptance and reduced costs, expanding its availability to more consumers [7]. Group 4: Business Model of Intelligent Driving - The L2++ intelligent driving software faces challenges in charging fees due to low consumer willingness to pay, leading most automakers to standardize systems to accumulate users and data [11]. - Some leading automakers are exploring buyout or subscription payment models, with promotional activities to attract customers [11][12]. Group 5: Benefits of Urban NOA - Urban NOA is expected to drive sales of high-configured, high-margin models, as consumers are likely to prefer higher-end vehicles once the technology gains market acceptance [13][14]. - The overlap in technology requirements between Robotaxi and urban NOA is anticipated to enhance intelligent driving system capabilities, potentially leading to a shift towards mobility services by 2025 [15]. Group 6: Globalization of Intelligent Driving Industry - China's late start in intelligent driving is countered by rapid development, with domestic companies gaining advantages in technology and production experience, positioning them favorably in the global market [16]. - Collaborations between joint venture automakers and domestic intelligent driving companies are expected to facilitate access to international projects and opportunities for global expansion [16][17].

Group 1 - Canalys' latest report predicts that the penetration rate of L2 and above functions in the Chinese market will reach 62% by 2025, significantly increasing compared to 2024 [1] - High-speed NOA and urban NOA are expected to reach 10.8% and 9.9% respectively [1] - It is anticipated that from 2027 to 2028, the growth rate of urban NOA will surpass that of high-speed NOA, leading to a rapid evolution of market structure and reshaping the SoC competitive landscape [1]

Core Viewpoint - The article discusses BYD's "Smart Driving Equality" strategy and its potential impact on the new energy vehicle industry, suggesting that it may lead to a revaluation of the sector and highlighting the companies that could benefit from this shift [5][10]. Group 1: Impact of "Smart Driving Equality" - BYD's "Smart Driving Equality" is expected to accelerate consumer education on smart driving, making it a core factor in vehicle purchasing decisions, marking a shift from electrification to smart technology in the automotive industry by 2025 [6][10]. - The article anticipates that traditional fuel vehicle manufacturers will face accelerated elimination due to BYD's advantages in smart driving technology and government policies [7][10]. - BYD is positioned as a leader in this transition, likely to see significant increases in sales and market share by 2025, while competitors like Geely may face risks of declining market share due to slower adoption of smart driving technologies [8][10]. Group 2: Valuation and Market Position - The article raises questions about whether BYD's current stock price has fully accounted for the impacts of the "Smart Driving Equality" strategy, given that its stock has surged by 56% from its lowest point this year [18][19]. - Factors influencing BYD's valuation include competition from other manufacturers in the 10-20 million yuan price range and the potential for new electric vehicle platforms to enhance market share [19][22]. - The article suggests that BYD's stock may still have upward potential based on optimistic projections for sales and profitability, particularly if it can maintain its technological lead and manage costs effectively [31][32]. Group 3: Supply Chain and Technological Advancements - The article highlights the importance of the supply chain in supporting BYD's smart driving initiatives, particularly in the areas of hardware and software integration, which could lead to cost reductions and improved margins [14][25]. - It discusses the potential for new battery technologies and platforms to significantly enhance the performance and appeal of BYD's electric vehicles, contributing to sales growth [24][26]. - The article emphasizes the need for BYD to continue advancing its smart driving technology to maintain its competitive edge and achieve a successful transition to a software-driven valuation model [34][35].

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 "有了人才之后，其他东西都会有。" 文丨赵宇 张家豪 制图丨黄帧昕 编辑丨 程曼祺 宋玮 "有了人才之后，其他东西都会有。" 一位曾在美国硅谷工作多年的自动驾驶从业者说，自动驾驶是人才密 集型产业。人才的流动直接影响一家公司的发展势头，也指示着整个行业的风向变化。 自动驾驶人才流动的最新一个例子是小鹏向英伟达的 "输血"。自小鹏前自动驾驶副总裁吴新宙去年 8 月加 入英伟达后，12 个月里，至少 6 位小鹏技术人员加入英伟达。 芯片巨头英伟达下场做方案，希望成为垂直整合的智能驾驶 Tier 1（一级供应商）。2023 年下半年，英伟 达也把目光投向了全球智驾人才最丰富、实践经验最多的中国，开始在这里组建智驾方案团队，希望挽救 进展缓慢的智驾业务。 有同样野心的还有高通、地平线等跨界选手。2022 年，高通收购了瑞典智能驾驶技术服务商 Arriver，将 其计算机视觉、驾驶辅助等资产整合进自身业务；地平线则招募了原华为智能驾驶产品部部长苏箐，基于 征程 6 开发高阶智能驾驶方案。 ...

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做性价比方案，服务 10 万- 25 万元车型。 文丨张家豪 编辑丨程曼祺 智驾市场持续洗牌，随着产品方案、订单和交付量拉开差距，高阶智驾供应商数量减少，公司生存 状态分化。 我们独家获悉，智能驾驶公司鉴智机器人近日完成了 3000 万美元的 Pre-B 轮融资，由北京经开区 产业升级基金及北京智能网联汽车产业基金联合领投，二者都是亦庄国投管理的投资基金；此轮跟 投的鉴智老股东中，则有智能驾驶计算平台公司地平线。 这是鉴智 2021 年成立以来完成的第 6 轮融资，历史投资方有 Atypical Ventures、 渶策资本、五源 资本、襄禾资本、地平线、深创投和金沙江创投等。目前鉴智有超 300 名员工，分布在北京、上 海、杭州、苏州和广州。 2022 年底的 A+ 轮融资之际，前深鉴科技联合创始人兼 CTO、AMD 前全球副总裁单羿加入鉴智，以 联合创始人身份担任 CEO。他和鉴智联合创始人、CTO 都大龙先后在百度深度学习研究院和地平线共 事，在智驾领域曾有共同创业经验。 鉴智是目前中国市场仅有的两家可基于双目摄像头做纯视觉方案的智驾供应商，另一家是大疆。双目 摄像头可通过 2 个有位置差异的摄像头获得 ...