在智能化重要性愈加凸显的大背景下，不少合资品牌正谋求通过联手本土头部智能智驾公司，实现"红 海"突围。 8月18日，上汽通用宣布与智能驾驶公司Momenta签署战略合作协议，双方将在辅助驾驶领域展开深度 合作，据悉，上汽通用旗下别克至境L7车型，将全球首发搭载基于强化学习的Momenta R6飞轮大模 型。 《中国经营报》记者注意到，近期以来，多家合资车企陆续宣布与本土智驾企业达成相关合作，或推动 产品上市，如全新上汽奥迪A5L Sportback搭载华为乾崑智驾技术，东风日产N7搭载与Momenta联合开 发的组合驾驶辅助系统，宝马宣布携手Momenta联合开发面向中国市场的新一代智能驾驶辅助解决方 案。 "合资车企通过与中国企业合作，利用中国团队的本土化研发能力，开发符合中国市场需求的智能化车 型。"中国汽车流通协会专家委员会委员章弘曾向记者表示，合资车企从而"能够更好地理解中国市场的 需求，并快速响应市场变化"。 最强"肌肉"与最强"大脑"合作 在自主品牌强势崛起的形势下，合资品牌的生存与发展持续受到外界关注。 中国汽车流通协会乘用车市场信息联席分会（以下简称"乘联分会"）发布的数据显示，从月度新能源车 ...

Core Viewpoint - SAIC-GM has signed a strategic cooperation agreement with Momenta to deepen collaboration in the field of assisted driving, marking a significant step in adopting local technology solutions for intelligent driving in their vehicles [3][4] Group 1: Partnership Details - The first model to feature Momenta's R6 Flywheel model will be the Buick high-end electric sub-brand "Zhijing" L7, which will showcase advanced assisted driving capabilities [3][4] - Momenta has become a prominent player in the domestic intelligent driving supply market, with partnerships extending to various brands including Toyota and Honda, but SAIC-GM's investment in Momenta gives it a unique position [3][4] Group 2: Technology Overview - The R6 Flywheel model is based on 3 billion kilometers of real-world driving data and utilizes 70 million data points through reinforcement learning, aiming to surpass human driving capabilities [4][5] - The intelligent driving system in the Zhijing L7 includes a comprehensive sensor suite with 12 ultrasonic radars, 12 cameras, 3 millimeter-wave radars, and 1 lidar, designed with high redundancy for enhanced safety and performance [7][8] Group 3: Development History - SAIC-GM's development of intelligent driving systems has evolved through three stages, starting with the introduction of Super Cruise in North America, leading to the development of a second-generation system for the Buick GL8 [6] - The collaboration with Momenta represents an advancement in SAIC-GM's capabilities in intelligent driving, integrating Momenta's expertise in perception and algorithm models with SAIC-GM's experience in vehicle control [6]

Core Viewpoint - The collaboration between SAIC General Motors and Momenta marks a significant advancement in the field of assisted driving technology, leveraging AI models to enhance vehicle safety and user experience [1][2][5]. Group 1: Strategic Collaboration - SAIC General Motors has signed a strategic cooperation agreement with Momenta to deepen collaboration in assisted driving technology [1]. - The Momenta R6 Flywheel model will debut in the Buick high-end new energy brand "Zhijing" with the Zhijing L7 sedan, offering full-scene assisted driving capabilities [1][2]. Group 2: Market Position and Historical Context - Momenta's city NOA (Navigation on Autopilot) has achieved over 50% cumulative installation among independent intelligent driving solution providers, leading the market [2]. - SAIC General Motors has a long history in assisted driving, starting with the Cadillac Deville in 1999, which was the first mass-produced vehicle to use infrared thermal imaging technology for animal detection [2][3]. Group 3: Technological Advancements - The R6 Flywheel model utilizes reinforcement learning, allowing the vehicle to evolve and improve its driving strategies beyond mere imitation of human drivers [3][4]. - The Zhijing L7 demonstrates superior performance in complex driving scenarios, effectively avoiding hazards in diverse road conditions [3][4]. Group 4: Enhanced Driving Experience - The Zhijing L7 features a "seamless" city NOA function that provides a driving experience akin to that of an experienced driver, with precise recognition and smooth stops [4]. - The vehicle's parking assistance includes a "no-stop one-button parking" feature, allowing it to identify parking spaces in real-time while in motion, significantly improving parking efficiency [5]. Group 5: System Integration and Future Prospects - The successful implementation of assisted driving technology requires the collaboration of various vehicle systems, including body structure, electronic architecture, and intelligent cockpit [5]. - This partnership signifies a new phase for SAIC General Motors' assisted driving technology, aiming to balance safety and driving fluidity while addressing industry pain points [5].

Group 1 - SAIC-GM and Momenta have signed a strategic cooperation agreement to deepen collaboration in the field of assisted driving, with Buick's high-end electric sub-brand "Zhijing" set to feature the Momenta R6 flywheel model based on reinforcement learning [1] - This partnership marks a significant step for traditional automakers in the smart driving sector, enhancing SAIC-GM's technological competitiveness in the high-end electric vehicle market [1] - The collaboration is expected to boost investor confidence in the technological implementation within the smart driving sector [1] Group 2 - BYD's public relations manager emphasized the company's commitment to avoiding unnecessary online disputes and focusing on its own development, promoting a healthy competitive environment in the automotive industry [2] - This approach is likely to enhance BYD's image among consumers and investors, setting a positive example for the industry [2] - The emphasis on healthy competition is expected to positively impact the overall automotive market and strengthen confidence in BYD and the automotive sector [2] Group 3 - Dongfeng Group plans to transfer 50% of its stake in Dongfeng Honda Engine Co., which has recently turned a profit of 37.085 million yuan in the first half of the year [3] - The sale aims to optimize and adjust the company's fuel vehicle asset structure, facilitating a faster transition to new energy [3] - This move reflects a strategic shift among traditional automakers and may accelerate the integration process within the fuel vehicle supply chain [3] Group 4 - Yihuatong and Pengfei Group have signed a strategic cooperation agreement to develop hydrogen fuel cell technology and its large-scale application, aiming to establish Luliang as a national manufacturing base for hydrogen energy heavy trucks [4] - The initial agreement includes the procurement of 100 hydrogen fuel cell heavy trucks and 250 hydrogen fuel cell logistics vehicles [4] - This collaboration is expected to accelerate the market penetration of hydrogen commercial vehicles and enhance the competitiveness of related companies, attracting investor interest in the hydrogen and clean energy sectors [4]

Core Insights - Momenta's IM AD driver assistance system has officially launched in Australia with the IM5 and IM6 models, marking the first deployment of its technology in the Southern Hemisphere [1] - The company has established partnerships with major global automakers, continuously increasing the number of cooperative models and delivery volumes [1][3] - Momenta aims to enhance its driver assistance solutions for global partners, including Zhiji, leveraging its end-to-end flywheel model [1][3] Company Developments - Momenta is one of the first companies to achieve mass production of end-to-end large models, with the IM AD system designed to quickly adapt to various driving environments, including Australia [3] - The company has previously collaborated with Zhiji to enter the UK market, showcasing the IM5 and IM6 models at the Goodwood Festival of Speed in July [3] - A strategic partnership with Uber was announced in May, focusing on introducing autonomous vehicles to the Uber platform and commercializing Robotaxi services in Europe by early 2026 [3] Strategic Direction - Momenta's product strategy is based on a "one flywheel, two legs" approach, combining data-driven intelligent driving assistance with autonomous Robotaxi development [5] - The company plans to launch an end-to-end flywheel model based on reinforcement learning in the second half of 2025, which will explore new driving behaviors in simulated environments [5] - Momenta aims to achieve L4-level autonomous driving with a focus on safety, targeting a safety standard at least ten times greater than human drivers [5] Industry Trends - Chinese autonomous driving companies are increasingly expanding internationally, with several firms, including Momenta, forming strategic partnerships with Uber to explore diverse market opportunities [7] - Companies like WeRide and RoboTaxi are rapidly scaling their operations, with WeRide's fleet in Abu Dhabi tripling since 2024 and plans for commercial operations in Dubai and Saudi Arabia [7][8] - Xiaoma Zhixing has obtained Robotaxi licenses in multiple countries and is advancing its commercial operations in Dubai, with plans for full autonomous operations by 2026 [8]

Core Viewpoint - The strategic partnership between Momenta and Uber marks a significant advancement in the commercialization of autonomous driving Robotaxi services globally, particularly outside of the US and China [1][4][9]. Group 1: Partnership and Market Expansion - Momenta and Uber have announced a collaboration to introduce autonomous vehicles to the Uber platform, aiming for international market penetration [1]. - Momenta holds over 60% market share in the assisted driving solutions sector from January 2023 to October 2024, making it a leading supplier [1]. - The partnership signifies a major step for Momenta in achieving global scale for autonomous driving, filling a gap in the international market [9]. Group 2: Technological Integration and Strategy - Momenta's technology will be integrated into mass-produced vehicle platforms for global markets, with a focus on efficiency and cost control [8]. - The initial commercial rollout of the Robotaxi service is set to begin in early 2026 in Europe, where Uber has 150 million monthly active users [7]. - Momenta's strategy of "one flywheel, two legs" emphasizes using L4 technology for L2 mass production, leveraging data-driven algorithms for continuous improvement [12]. Group 3: Competitive Landscape and Industry Trends - The Robotaxi industry has undergone significant restructuring, with many companies pivoting towards mass production solutions [12]. - Momenta's early and comprehensive approach to international expansion positions it favorably against competitors who have struggled with commercialization [12]. - The collaboration with Uber represents a notable instance of Chinese technology being exported to international markets, showcasing Momenta's capabilities [10][9]. Group 4: Future Prospects - Momenta plans to launch a new model based on reinforcement learning, enhancing its autonomous driving capabilities through a closed-loop training mechanism [13]. - The technology developed for Robotaxi services is expected to be applicable to L2 products in Europe, potentially expanding Momenta's customer base [14]. - The partnership could position Momenta as a key player in the smart automotive sector, akin to Android's role in mobile technology [14].

Core Viewpoint - The article highlights a historic moment in the Chinese automotive industry, marking a shift from "technology blood transfusion" to "intelligent self-supply," exemplified by SAIC Volkswagen's partnership with Momenta at the 2025 Shanghai Auto Show [1][2][10]. Group 1: Historical Context - SAIC Volkswagen, established in 1984, was the first joint venture car manufacturer in China, initiating the era of "technology blood transfusion" by introducing advanced manufacturing standards from Germany [11]. - The transformation from "Western for Chinese use" to "Chinese for Western use" signifies a pivotal change in the global automotive landscape [3][4]. Group 2: Technological Shift - The Shanghai Auto Show showcased over 20 new models from SAIC Volkswagen, including the ID.ERA concept car equipped with Momenta's intelligent driving solutions, indicating a new chapter in automotive intelligence [5][6][8]. - Momenta's technology, based on a dual approach of data-driven insights and operational capabilities, is set to enhance the potential of intelligent driving systems [20][22]. Group 3: Market Dynamics - The market share of joint venture car manufacturers has declined from over 60% in 2020 to less than 35% last year, prompting a need for growth strategies [35]. - The penetration rate of L2-level assisted driving has increased significantly, from 15% in 2020 to an expected 65% this year, reflecting a growing consumer acceptance of intelligent driving technologies [36]. Group 4: Industry Collaboration - Momenta has rapidly expanded its partnerships, securing over 130 designated models, which is five times more than the previous year, indicating a strong demand for intelligent driving solutions among automakers [32][33]. - Major global automotive brands, including General Motors and Toyota, have chosen to collaborate with Momenta, showcasing a trend of Chinese technology gaining traction in the international market [29][30]. Group 5: Future Outlook - The article suggests that the collaboration between SAIC Volkswagen and Momenta could be seen as a turning point for the Chinese automotive industry, with the potential for Chinese standards to influence global automotive practices [37][38]. - The shift in the automotive industry is characterized as a "singularity moment," where Chinese automotive technology is not just following but leading in certain areas [38][42].

Core Insights - Momenta has made significant strides in the autonomous driving industry, showcasing its capabilities at the Shanghai Auto Show as an independent exhibitor for the first time in its nine-year history [2][3] - The company has established strategic partnerships with major automotive brands, including SAIC-GM Buick, FAW Toyota, Honda China, and others, indicating its growing influence in the global market [3][5] - Momenta's innovative "data-algorithm-scenario" closed-loop capability has led to rapid growth in the number of vehicles equipped with its technology, with a projected increase from 1 model in 2022 to 26 models by 2024 [4][3] Company Growth and Strategy - The company has achieved a remarkable acceleration in vehicle deployment, completing its first 100,000 equipped vehicles in two years, the second in just six months, and is on track to complete its third by May 2023 [4] - Momenta's "data flywheel" and "two-legged" strategy, which combines mass production of L2 assisted driving and the development of Robotaxi, are key to building a vast dynamic data pool essential for autonomous driving [9][10] - The upcoming launch of the first pre-installed Robotaxi solution in the industry is expected to enhance cost efficiency and adaptability across different urban environments [10] Vision and Future Outlook - Momenta's ten-year vision emphasizes saving lives, freeing up time, and doubling logistics and travel efficiency, reflecting its commitment to safety and efficiency in autonomous driving [12][14] - The company anticipates rapid advancements in intelligent driving technology, predicting a tenfold increase in performance every two years, with L3 conditional autonomous driving expected to enter mass production by the end of 2026 [12][14] - As the company scales its operations, it aims to meet and exceed safety standards for Robotaxi, ensuring public trust and paving the way for widespread adoption of autonomous vehicles [14]

Core Insights - Momenta announced further strategic collaborations with six major brands during the Shanghai Auto Show, including General Motors Buick, FAW Toyota, Honda China, Cadillac, SAIC Audi, and Zhiji [1][3] - The company has seen a significant increase in the number of mass-produced models delivered, from 1 model in 2022 to 8 in 2023, and projected to reach 26 models in 2024 [3] - Momenta's cumulative number of cooperative mass-produced models has exceeded 130, with an accelerating growth rate in successful deliveries [3] Delivery and Growth Metrics - The first 100,000 units equipped with Momenta's technology took two years to achieve, while the second 100,000 units were completed in just six months [3] - The company expects to complete the third batch of nearly 100,000 units by May of this year [3] Global Partnerships - Momenta's partners now include major global automakers such as Honda, Nissan, Chery, Audi, Volkswagen, and Cadillac, indicating a broad market reach [3] Technological Advancements - The "Flywheel Model" is a key upgrade in Momenta's algorithm capabilities, with plans to launch the end-to-end Momenta R6 Flywheel Model based on reinforcement learning in the second half of this year [5] - Momenta's intelligent driving solutions do not require high-precision maps, providing an advantage for deployment in various global markets [5] Focus on Robotaxi Development - Momenta is focusing on the development of autonomous Robotaxi services, addressing the challenge of safety standards for large-scale deployment [7] - The company aims to achieve safety levels for Robotaxi operations that are equivalent to or exceed human driving standards as fleet sizes grow [7] - The first mass-produced Robotaxi solution is set to launch this year, utilizing existing sensors and computing units to reduce costs [7] - The initial batch of unmanned Robotaxis is expected to enter trial operations by the end of 2025, offering users automated driving services [7]

Core Insights - Momenta showcased its independent exhibition at the 2025 Shanghai Auto Show, highlighting its strong presence in the intelligent driving assistance sector with 130 mass-produced compatible models [1][3] - The company's confidence stems from its innovative "Flywheel Large Model" technology, which integrates perception and planning into a single model, enabling vehicles to think like humans in complex urban environments [3][5] - Momenta's technology mimics human cognitive habits, providing vehicles with intuitive driving capabilities, particularly in challenging scenarios [5][6] Technology and Innovation - The Flywheel Large Model has led to several industry firsts, including the first data-driven flywheel and the first mass-produced deep learning-based planning and decision-making capabilities [3][11] - Momenta has successfully addressed numerous complex scenarios, such as navigating around obstacles and adapting to various driving conditions, thereby expanding its application boundaries [6][10] - The company is set to launch the Momenta R6 Flywheel Large Model, which will utilize reinforcement learning to explore new driving behaviors and enhance its capabilities [10][11] Market Presence and Partnerships - Momenta has established a platform solution that is adaptable to various vehicle types and markets globally, making it the first Chinese company to implement the same technology across multiple countries [8][13] - The company has seen rapid growth in its production model partnerships, increasing from 1 model in 2022 to 26 models projected for 2024, with over 130 cumulative partnerships [11][13] - Strategic partnerships with major global brands such as General Motors, Toyota, and Honda have expanded Momenta's market reach and collaborative efforts in promoting driving assistance technology [13]