Core Insights - The laser radar market in China has seen a significant increase in demand, with a 83.45% year-on-year growth in the first five months of 2023, reaching 789,200 units [1] - Huawei has emerged as a leading player in the market, with its laser radar shipments benefiting from the popularity of its models equipped with the ADS intelligent driving system [2][3] - The global automotive laser radar market is expected to experience explosive growth in 2024, with Huawei's market share projected to rise from 6% in 2023 to 19% in 2024 [2] Market Dynamics - The demand for laser radar is driven by two main factors: the push for "intelligent driving equality" and the acceleration of L3-level autonomous driving, leading to increased penetration in mainstream markets [3][5] - Major players like Hesai and RoboSense are maintaining significant market shares, but Huawei is rapidly increasing its presence, particularly in the passenger vehicle segment [2][4] Product Development - Huawei has expanded its product offerings with the launch of the ADS 4.0 system, which includes multiple versions equipped with laser radar, aligning with the market's dual evolution of "downward penetration and upward exploration" [3] - RoboSense has achieved a milestone by delivering its 1 millionth laser radar unit, showcasing its strong production capabilities and partnerships with over 30 automotive manufacturers [4][6] Technological Advancements - The integration of digital architecture in laser radar technology is enhancing performance, with higher line counts leading to better precision and safety in autonomous driving applications [5][6] - The cost of laser radar is decreasing due to technological advancements, which is expected to facilitate its adoption in mainstream vehicles [5] Expansion into New Markets - Beyond the automotive sector, digital laser radar is making inroads into emerging applications such as robotics, with partnerships established for developing perception systems for high-end intelligent lawnmowers and delivery robots [7]

深圳东部，大鹏半岛，绵长蜿蜒的海岸线上，2025款比亚迪方程豹钛3悠然穿行。这款硬派越野纯电 SUV，能切换城市路面与户外山野两种模式。打开"天神之眼"——全球首款完全由整车厂自主设计研发 生产的车载计算平台，进入高阶智能驾驶，让你心随境移，沉醉于山海之间；升起"灵鸢"——全球首创 车载伸缩停机坪方案的无人机，为你轻松捕捉壮丽山海画卷……片刻之间，一段自动剪辑的15秒大片便 传送你的手机之中，帧帧精华，美入心魄。 作为全球新能源领军企业，比亚迪诞生于深圳、成长于深圳、壮大于深圳，30年间，从一家小小的电池 厂发展成为业务涵盖电子、汽车、新能源和轨道交通等四大领域的巨头。 站在全球科技创新高地的"肩膀"之上，比亚迪顺应趋势，始终坚持"技术为王、创新为本"的理念，以刀 片电池筑牢安全基底，DM-i混动突破续航边界；智能座舱实现多模交互，高阶智驾优化行进逻辑，用 电动化与智能化科技，重构安全、高效、智能的出行新体验。 多项技术创下"全球首发""全球之最" 在刚结束的2025粤港澳大湾区车展上，比亚迪再次以专馆形式亮相，并创新打造3万平方米智能化街 区，全方位展示前沿的科技实力。 场馆内，比亚迪与大疆深度合作的智能车 ...

内容概要：具身智能（Embodied Intelligence，EI），是人工智能与机器人学交叉的前沿领域，致力于 打破传统机器智能中身体与大脑分离的模式。随着科技的持续进步，传统人工智能在处理复杂现实任务 时遭遇诸多挑战，如对环境的感知和交互能力不足。具身智能的出现，正是为了弥补这些短板，其发展 对于提升机器人在复杂环境中的自主决策和执行能力意义重大，被视作实现通用人工智能的关键路径。 近年来，得益于人工智能大模型的出现与不断迭代，具身智能取得了飞速进步，产业规模加速扩容。数 据显示，2024年我国具身智能市场规模已从2020年的4047亿元增长至8634亿元，2025年有望达到9731亿 元。 相关上市企业：汇川技术（300124）；埃斯顿（002747）；机器人（300024）；亿嘉和（603666）；科 沃斯（603486）；天准科技（688003）；小米（01810）等 相关企业：杭州宇树科技有限公司；上海智元新创技术有限公司；深圳市优必选科技有限公司；华为技 术有限公司；帕西尼感知科技（深圳）有限公司；深圳市大族机器人有限公司等 关键词：产业链；具身智能市场规模；机器人产业规模；自动驾驶市场规模； ...

Core Insights - The article emphasizes that the competition in the new energy vehicle (NEV) sector is shifting from electrification to intelligence, highlighting the importance of smart features in vehicles like the Zhijie New S7 [1] Group 1: Intelligent Features - The Zhijie New S7 is equipped with the HUAWEI ADS advanced intelligent driving assistance system, which includes features for recognizing irregular obstacles and emergency braking, enhancing safety performance [3] - The HUAWEI ADS system excels in complex driving scenarios, providing seamless navigation from parking spaces to public roads, and can automatically handle situations like toll gates and narrow turns [5] Group 2: Safety Enhancements - The Zhijie New S7 features a comprehensive CAS 3.0 all-directional collision avoidance system, with a forward AEB range of 4-150 km/h and a braking speed of 120 km/h, allowing for early and rapid hazard recognition [6] - The system also includes side and rear active avoidance capabilities, significantly reducing the likelihood of accidents by identifying various obstacles and pedestrians [6] Group 3: Privacy and Security - The Zhijie New S7 inherits Huawei's expertise in network security and privacy protection, achieving a "G" (excellent) rating in the IVISTA network intelligence and privacy security assessment, with scores of 92% for network security and 100% for privacy security [8] - The vehicle incorporates HarmonyOS security features to ensure data protection and prevent tracking, monitoring, and data leakage, creating a safer driving environment [8] Group 4: Market Performance - The Zhijie New S7 has surpassed 130,000 pre-orders, appealing to younger consumers with its advanced intelligent features and modern design [10]

文 ｜ 徐涛 胡叶倩雯 雷俊成 梁楠 随着比亚迪高阶智驾方案超预期下沉，我们测算2 0 2 5年比亚迪高速NOA车型销量达近3 0 0万辆， 城区NOA车型销量达到4 6万辆，分别对应渗透率为6 0%/ 9%，合计高阶智能驾驶车型销量预计3 4 6 万辆，渗透率6 9%，较2 0 2 4年7 . 2%大幅增长。此外，比亚迪的智驾策略也有望加速国内其他车厂 对于智驾的应用，硬件供应链方面，从入门级辅助驾驶到高阶智能驾驶，我们认为核心增量在于主 芯片/域控、摄像头、激光雷达、连接器等环节，建议关注相关上市公司。 ▍ 比亚迪智驾配置：天神之眼技术矩阵，智驾车型下沉到1 0万元以内。 根据2 0 2 5年2月1 0日比亚迪智能化战略发布会，高阶智能驾驶辅助系统的技术矩阵包括： 1）天神之眼A，配备三激光雷达，DiPil o t 6 0 0，目前主要搭载品牌为仰望，可实现城区NOA； 2）天神之眼B，配备激光雷达，DiPil o t 3 0 0，目前主要搭载品牌为腾势、比亚迪，可实现城区 NOA； 3）天神之眼C，配备高清三目摄像头，DiPil o t 1 0 0，目前主要搭载品牌为比亚迪，可实现高快 NOA。 整体而 ...

供货数量将达到几十万台。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，禾赛科技（纳斯达克：HSAI）日前宣布，将加深与全球新能源市场领军者比亚 迪在智驾方面的合作，并即将进入大规模量产上车阶段。2025 年，比亚迪旗下十余款车型将搭载禾 赛激光雷达陆续上市。 2024年，比亚迪全球销量427万辆，同比增长41.26% ，一举拿下中国汽车市场的车企销量冠军、 中国汽车市场品牌销量冠军以及全球新能源车市场销量冠军。 同时，比亚迪在智能化领域全面发力，董事长兼总裁王传福表示，将投入1000 亿元用于实现整车全 面智能化进阶。2025年，比亚迪提出希望通过自研的"天神之眼"高阶智能驾驶辅助系统，让每一位 用户都能体验到高阶智驾的便捷。目前，比亚迪智驾车型搭载量已突破400万辆，位居中国第一。 禾赛激光雷达也将赋能智驾安全，加速助力比亚迪实现"智驾平权"的目标 —— 今年 ， 将有十余款 车型搭载禾赛激光雷达陆续上市 ， 包括比亚迪、腾势品牌的大部分新车型都将搭载禾赛ATX激光雷 达，供货数量将达到几十万台。 2024 年年底， 禾赛成为了全球首个单月交付 ...