7月10日至12日，以"提质向新，智赢未来"为主题的2025中国汽车论坛在上海嘉定举行。今年恰 逢"十四五"规划收官之年、"十五五"规划编制启动之际，汽车行业持续释放增长动能，成为驱动工业经 济复苏的核心引擎，但同时面临着来自国内外的多重压力与挑战。 图为2025中国汽车论坛现场。中国经济网记者 郭跃/摄 值此之际，2025中国汽车论坛汇聚政、产、学、研嘉宾同堂，针对汽车产业热点、重点、痛点问 题，分享观点并提出了对策建议。 7月10日下午，2025中国汽车论坛闭门峰会举行，受邀参加的100余位重磅嘉宾聚焦"如何推动汽车 产业尽快回归良性价值竞争""如何加快实现汽车产业高质量发展""如何建立中国汽车出海核心竞争优 势"等核心议题，建言献策。 7月11日上午，论坛举行了首场公开会议——大会论坛，多位行业领导、专家发表演讲。中国机械 工业联合会会长徐念沙介绍，今年上半年，中国汽车制造与销售继续保持了快速增长，提振了国内市场 信心，更在国际市场上成为了中国制造业的一张耀眼名片。接下来还应推动新质生产力发展，持续推动 创新、深化转型升级、继续完善产业链、积极拓展国内外市场和着力打造健康的产业生态。 中国科学技术协会主 ...

地平线总裁陈黎明在2025中国汽车论坛表示，智能驾驶是我国智能网联新能源汽车发展战略的重要组成 部分，今年以来，智能驾驶成本下探且性能提升，智能化已成为消费者购入电动车考虑的重要因素之 一。基于此，陈黎明判断高阶智能辅助驾驶的拐点已经到来，后面会有比较快速的增长。(人民财讯) ...

Group 1 - The core viewpoint of the articles highlights that Junsheng Electronics is a leader in smart cockpits, smart driving, new energy management, and automotive safety systems, with a strong growth trajectory in new orders for 2024 [1][2] - Junsheng Electronics has secured new projects in automotive safety with a total lifecycle value of approximately 57.4 billion yuan, marking a historical high, and has exceeded expectations in the Chinese, Asia-Pacific, and European markets, particularly regaining large-scale orders from Japanese clients [1] - The company is expanding its production capacity, with the first phase of its new automotive safety base in Hefei completed and operational by the second half of 2023, expected to achieve an annual production capacity of 4 million steering wheels and 10 million airbags [1] Group 2 - Junsheng Electronics has received multiple high-level advanced driver assistance orders from a well-known domestic automaker, providing advanced intelligent driving domain controller solutions [2] - The company is entering the robotics sector, positioning itself as an "automotive + robotics Tier 1" supplier, leveraging its automotive technology and global customer base to offer hardware and software solutions to intelligent robotics manufacturers [2] - According to Tianfeng Securities, Junsheng Electronics is expected to benefit from the growing demand for smart driving and humanoid robots, with projected revenues of 64.51 billion yuan, 71.63 billion yuan, and 78.82 billion yuan from 2025 to 2027, and net profits of 1.565 billion yuan, 1.877 billion yuan, and 2.299 billion yuan respectively, with a target price of 27.75 yuan [2]

Group 1 - The core viewpoint of the report is that Junsheng Electronics is positioned as a leading Tier 1 supplier in the smart automotive sector and is expanding into the robotics industry, with a buy rating and a target price of 27.75 yuan [1][4] - Junsheng Electronics is a global leader in automotive electronic solutions and safety solutions, having been listed on the Shanghai Stock Exchange in 2011 and acquiring multiple companies to enhance product development [2][4] - The company has achieved a record high of approximately 57.4 billion yuan in new automotive safety business orders for 2024, with significant growth in China, Asia-Pacific, and Europe, particularly regaining large-scale orders from Japanese clients [3][4] Group 2 - Junsheng Electronics is expanding its production capacity with the completion of its new automotive safety manufacturing base in Hefei, which is expected to produce 4 million steering wheels and 10 million airbags annually [3][4] - The company is collaborating with Momenta to integrate their technology resources for advanced intelligent driving solutions, having secured multiple contracts with a well-known domestic automotive brand [3][4] - The company forecasts revenues of 645.12 billion yuan, 716.32 billion yuan, and 788.18 billion yuan for 2025, 2026, and 2027 respectively, with net profits of 15.65 billion yuan, 18.77 billion yuan, and 22.99 billion yuan, corresponding to a PE ratio of 25X in 2025 [4][6]

点评：以香港为跳板，加速全球化，科技赋能抢占智能驾驶高地。 3.蚂蚁数科启动申请香港稳定币牌照 1."川超"要来了，四川体育局：借鉴"苏超"联赛发展经验 据界面，6月12日，蚂蚁集团副总裁、蚂蚁数科区块链业务总裁边卓群在SNEC上海光伏展览会上透露，蚂 蚁数科已启动申请香港稳定币牌照，目前已跟监管进行过多轮沟通。据悉，蚂蚁数科今年已经将香港列为 全球总部，并且已经在香港完成监管沙箱的先行先试。当日，蚂蚁数科与协鑫能科共同宣布成立新公司"蚂 蚁鑫能" 。 随着"苏超"的火爆出圈，有网友通过问政四川平台留言呼吁四川举办类似的足球赛事。对此，四川省体育局 答复称，"巴蜀雄起杯"川超联赛将借鉴"苏超"联赛的健康发展经验，完善赛事体系，强化监管，推动公平竞 赛，并动员社会力量参与，促进群众足球与校园足球发展，助力全民健身。据悉，2025年四川"三大球"城市 联赛（足球项目）暨"巴蜀雄起杯"四川省业余足球联赛分赛区拟于6月21日—7月6日进行，总决赛时间为9月 5日—9月27日。竞赛分为男子组和女子组，实行十一人制足球比赛。 点评：借鉴苏超模式，点燃巴蜀热情，推动草根足球与城市文化共融。 2.何小鹏谈进军香港市场 据一财 ...

Group 1 - Israel's Defense Ministry announced airstrikes against Iran, with explosions reported in Tehran [2] - Boeing 787-8 aircraft crashed in Gujarat, India, resulting in at least 265 fatalities, marking the first fatal accident for this aircraft model [3] - The U.S. Department of Commerce will impose a 50% tariff on various steel household appliances starting June 23, potentially increasing consumer prices [4] Group 2 - The Chinese Ministry of Commerce reported on the first meeting of the China-U.S. economic and trade consultation mechanism, achieving consensus on addressing mutual economic concerns [5] - The Ministry of Industry and Information Technology supports 17 major automotive companies in committing to a payment period of no more than 60 days, promoting sustainable industry development [6] - The National Development and Reform Commission clarified the "H+A" listing path for companies registered in the Guangdong-Hong Kong-Macao Greater Bay Area to list on the Shenzhen Stock Exchange [7] Group 3 - The Hong Kong Securities and Futures Commission is considering optimizing the Stock Connect program and adjusting the minimum trading lot size to enhance market liquidity [8] - The Chinese government has expanded the 240-hour visa-free transit policy to include Indonesia, increasing the number of eligible countries to 55 [9] - The number of kindergartens in China has decreased for three consecutive years, with a reduction of 21,100 institutions in 2024 [10] Group 4 - Three major first-tier cities in China have begun actions to purchase existing commercial housing for use as affordable rental housing [11] - The Guangdong government is supporting Shenzhen in developing long-term and patient capital to enhance the local economy [12] - The 16th International Infrastructure Investment and Construction Forum concluded with 31 cooperation agreements signed, totaling over $10.1 billion [13] Group 5 - Xiaopeng Motors aims to introduce advanced intelligent driving features in Hong Kong and plans to enter the market next year [29] - Several A-share listed companies have responded to the global popularity of the LABUBU toy brand, indicating varying levels of business cooperation [29] - On June 12, institutional investors bought into 11 stocks while selling off shares of Limin Co., totaling a net sell of 99.06 million yuan [30][32]

6月12日，小鹏汽车董事长、CEO何小鹏在2025香港车博会上表示，小鹏汽车期望成为首批把高阶智能辅助 驾驶带到香港的公司。他称："小鹏汽车正在做几件事情。首先是相关车辆的准备，小鹏希望明年进入香港的 车型都可以实现高阶智能辅助驾驶。其次，如果相关政策能够制定，小鹏希望成为第一批上路的公司。至于后 面的软件开发和测试，两个月时间小鹏就能搞定。" ...

此外，完善商业外摆促销和夜间消费场所管理。在不影响市容环境和不违反法律法规前提下，支持大型 商贸企业利用自有场地进行外摆促销，支持临街商铺规范有序外摆经营。 在加大优质多元消费供给方面，《实施方案》提出要打造具有深圳特色的工业消费品集群，包括大力推 广人工智能终端消费，加速推广全屋智能产品，大力发展时尚消费，培育壮大户外装备消费等。此外， 进一步释放入境消费潜力。建成运营市内免税店，新增口岸免税店和40家离境退税商店。 深圳推出39条措施提振消费。 近日，记者从深圳市发展和改革委员会网站了解到，《深圳市提振消费专项行动实施方案》（以下简称 《实施方案》）已经深圳市委、市政府同意并正式印发。《实施方案》围绕提升居民消费能力和意愿、 加大优质多元消费供给，以及加强政策支持和配套保障三个方面提出39条具体措施，全方位扩大消费需 求、繁荣消费市场。 在提升居民消费能力和意愿方面，《实施方案》提出多渠道增加居民收入。落实国家稳住楼市股市各项 工作，拓宽财产性收入渠道。按照省统一部署，结合经济发展水平、城镇居民消费价格变化等，科学合 理提高最低工资标准。 在强化居民消费能力保障上，《实施方案》提出加大生育养育保障力度，推 ...

〖亿欧智库 算力跃迁、数据闭环、VLA与世界模型 2025中国高阶智能辅助驾驶最新技术洞察 00 亿欧智库 https://www.iyiou.com/research Copyright reserved to EO Intelligence, June 2025 www.iyiou.com 获取更多维度报告数据 (www.iyiou.com) ，请访问亿欧网 ◆◆◆ ◆ ◆◆ ZIX 零售 la CONTENTS 8 中国高阶智能辅助驾驶市场背景 01 1.1 高阶辅驾ODD再扩展 1.2 科技平权与技术普惠 1.3 事故焦虑与安全冗余 1.4 政策护航与理性宣传 中国高阶智能辅助驾驶市场背景 01 1.1 高阶辅驾ODD再扩展 1.2 科技平权与技术晋惠 1.3 事故焦虑与安全冗余 1.4 政策护航与理性宣传 中国高阶智能辅助驾驶技术洞察 02 中国高阶智能辅助驾驶技术洞察 02 解码算力、 2.1 高阶智能辅助驾驶技术洞察： 数据、算法的技术底层逻辑 2.2 高阶智能辅助驾驶算力洞察: ①车端算力;②云端算力 ①数据难题；②数据采集；③定位技术 2.3 高阶智能辅助驾驶数据洞察： ①端到端;②VLA; ...

◆国家数据局：着力发展智能网联新能源汽车、智能机器人等新一代智能终端及智能制造装备 5月，智能网联汽车领域都发生了哪些大事？小编为您梳理点评。 点评：借助AI与数据之力，赋能智能网联汽车突破技术瓶颈。 ◆《汽车车门把手安全技术要求》征集意见 近日，国家数据局综合司印发《数字中国建设2025年行动方案》。其中提出，深度挖掘人工智能应用场景，积极开展人工智能高质量数据集建设。着 力发展智能网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端及智能制造装备。 5月8日至6月7日，工信部就《汽车车门把手安全技术要求》强制性国家标准制修订计划项目公开征集意见，尤其聚焦隐藏式车门把手。该标准对汽车 应急式车门内把手安装、隐藏式车门内把手和应急式车门内把手标志、电动式车门外把手防夹等方面均作出规定。 点评：将有力扭转车企过度追求"酷炫"设计，却忽视安全的现状。 ◆小马智行Robotaxi将于今年接入Uber平台 5月初，小马智行与Uber宣布达成全球战略合作，小马智行Robotaxi服务和车队将于今年下半年接入Uber平台。合作今年先在中东市场启动，未来拓 展至更多国际市场。届时，乘客能用Uber App预约小马 ...