Core Insights - China's automotive production and sales exceeded 15 million units in the first half of the year, highlighting the industry's robust development vitality. However, issues such as "involution" competition and exaggerated marketing have emerged, raising the question of how to achieve high-quality development in the automotive sector [1] - The 2025 New Energy Intelligent Vehicle Development Forum was held during the China (Changchun) International Automobile Expo, focusing on key technology breakthroughs, industrial ecosystem construction, and collaborative innovation for the intelligent transformation of the automotive industry [1] Group 1: Technological Development - China's new energy intelligent vehicle industry is in a rapid development phase, leading global automotive transformation. The penetration rate of L2 assisted driving has surpassed 50%, with over 20% for automatic parking technologies, positioning China at the forefront globally [3] - To achieve the goal of accelerating the popularization of assisted driving and commercializing L3 and above autonomous driving by 2030, technological breakthroughs are essential. Current autonomous driving systems are lagging behind expectations, particularly in advancing from L3 to L4 and L5 [5][6] - The development of autonomous driving technology will progress through three stages: rule-driven, data-driven, and cognitive-driven, each with increasing complexity and capability [6] Group 2: Industry Collaboration - The relationship between traditional automotive manufacturers and component suppliers is evolving into a deep binding model, forming strategic alliances to enhance AI competitiveness and support technology companies [15] - Successful examples include Jianghuai Automobile's collaboration with Huawei, which has led to significant sales of their luxury intelligent new energy vehicle [15] - The automotive industry is becoming a "gym" for global automotive technology, with Chinese companies increasingly engaging in reverse technology transfer through joint ventures and investments [17] Group 3: Global Expansion - In the first half of the year, China's new energy vehicle exports reached 1.06 million units, a year-on-year increase of 75.2%, indicating a strong global presence [20] - The current window for intelligent vehicle exports is accompanied by challenges such as cybersecurity and data privacy, which must be addressed to enhance competitiveness [22] - Companies like Lantu are shifting from simple product exports to local operations, integrating service and brand culture into overseas markets [22] Group 4: Localized Development - Valeo emphasizes the importance of comprehensive localization in China, with a significant number of R&D engineers and factories established locally, enhancing development efficiency [24] - The automotive industry's advancement is expected to drive the rapid development of related sectors such as robotics and low-altitude technology, creating a synergistic intelligent industrial chain [24]

Group 1: Industry Overview - In the first half of the year, China's new energy vehicle (NEV) production and sales reached 6.968 million and 6.937 million units, respectively, marking year-on-year growth of 41.4% and 40.3%, with NEVs accounting for 44.3% of total new car sales [1] - The global automotive industry is undergoing a critical transition from electrification to intelligence, with China having established a first-mover advantage in terminal penetration and technology application scenarios, although challenges remain in high-level autonomous driving technology and core supply chain autonomy [1] Group 2: Technological Innovation - The safety and reliability of smart vehicles are central to their advancement, with a shift from low-level to high-level autonomous driving revealing technical shortcomings in the "perception-cognition-decision" chain [2] - A new "cognitive-driven" technical route is proposed, integrating rule-based interpretability with data-driven learning capabilities to enhance the adaptability of smart vehicles in extreme scenarios [2] Group 3: AI Operating Systems - The evolution of AI operating systems (AIOS) is outlined in three stages: AI as an application, AI optimizing systems, and AI defining systems, with a focus on creating a robust control hardware layer and efficient development frameworks [3] - The NeuSAR OS supports over 80 chip adaptations, enabling rapid new chip iterations for automotive companies [3] Group 4: Chip Development - Domestic smart cockpit and vehicle control chips are rapidly advancing, with the X9 series cockpit chips covering over 50 models and the E3 series MCU filling high-end gaps, with over 8 million units shipped [4] - The next-generation X10 series will support local deployment of large AI models, enhancing multi-modal intelligent interaction capabilities [4] Group 5: Industry Collaboration - The competition in the global smart vehicle market has shifted from single technology to ecosystem capabilities, with China showing significant advantages in terminal applications and deep binding models between vehicle and component manufacturers [5] - The cost structure of electric vehicles is expected to shift significantly towards electronics and software by 2030, with consumer preferences increasingly focusing on smart features and cost [5] Group 6: Global Strategy - China's automotive industry is transitioning from "product export" to "technology and standard output," with local R&D teams compressing development cycles and supporting global competitiveness [6] - Open innovation is highlighted as a key strategy for penetrating high-end markets, with companies focusing on user experience rather than just technical specifications [6] Group 7: Market Expansion - Anhui Jianghuai Automobile Group is entering the ultra-luxury market through cross-industry collaboration, achieving significant pre-orders for its joint product with Huawei [7] - Continuous innovation and deep collaboration across the value chain are emphasized as essential for Chinese brands to ascend the global value chain [7]