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北汽研究总院郑新芬:AI大模型推动车企与供应商合作多元化
Bei Ke Cai Jing· 2025-07-11 07:56
以"中国经济:开放与韧性共生长"为主题的2025贝壳财经年会7月10日开幕。北京汽车研究总院有限公司(简称"北汽研究总院")副院长郑新芬在"智能网联 汽车如何重构新生态"分论坛上表示,AI大模型与汽车产业的融合变革,将会引入更多大模型、数据、算力等跨界的供应商进入到汽车行业,共同推动产业 发展,主机厂和供应商的合作模式也会多样化。 "这同样对现存产业工程师的能力提出了更高要求,现存零部件供应商在行业内的地位有可能因为技术上的差异,导致重新洗牌。"他认为,技术的发展本质 上是由需求驱动的,用户是最好的驱动力来源。若能跳出固有思维,从普通用户的角度找到提升和改善的点,将会对智能网联汽车生态的技术进步很有帮 助。同时,如果有清晰的行业标准指导,会加速这个过程。 郑新芬介绍,在智能辅助驾驶布局规划上,北汽各车型在组合驾驶辅助系统的布局上采用平台化、模块化和通用化的技术方案;量产方面,北汽既有普通的 组合辅助驾驶平台,也有NOA(导航辅助驾驶)平台;在有条件自动驾驶方面,北汽已经入围国家首批智能网联汽车准入和上路通行试点联合体;在高度 自动驾驶布局方面,北汽和小马智行、滴滴、百度等科技企业一起联合打造Robotaxi产 ...
北汽蓝谷2024年业绩说明会释放关键信号:转型成效显著,三年跃升战略全面启航
Zheng Quan Shi Bao Wang· 2025-05-30 08:23
Core Insights - The core message of the news is that Beiqi Blue Valley is undergoing a significant transformation in the electric vehicle sector, with a clear strategic plan for growth and market expansion over the next three years [1][10]. Company Strategy - Beiqi Blue Valley has defined 2024 as a pivotal year for transformation and high-quality development, with a focus on establishing a solid market foundation through the "Three-Year Leap Plan" from 2025 to 2027 [1][6]. - The company aims to achieve a sales target of 500,000 units for the Arcfox brand by 2027, representing a more than fivefold increase from 2024 [6][7]. - The dual-brand strategy focuses on "Arcfox + Enjoy" where Arcfox targets the mid-to-high-end market, while Enjoy, developed in collaboration with Huawei, aims to establish itself in the high-end electric vehicle segment [5][10]. Market Expansion - Beiqi Blue Valley plans to aggressively enter international markets, targeting five core regions: the Middle East, Latin America, Central Asia, Asia-Pacific, and Africa [2][10]. - The company intends to increase its retail presence, adding 80 new stores by 2025 to reach a total of 400, ensuring 100% coverage in third-tier cities and above [8]. Financial Performance - In 2024, Beiqi Blue Valley reported sales of 114,000 units and revenue of 14.5 billion yuan, with Arcfox achieving 81,000 units sold, a 170% year-on-year increase [5][9]. - The company has set strict profitability improvement targets, with a reported revenue growth of 151% year-on-year in Q1 2025 and an increase in average selling price by 9,000 yuan [9]. Management and Innovation - The management team has been restructured to include a younger demographic, with a focus on innovation and a culture driven by performance [3][4]. - Beiqi Blue Valley is enhancing its collaborative efforts with partners like CATL and Huawei, and is developing L4-level Robotaxi models in partnership with Pony.ai [5][10].