Core Viewpoint - The article discusses the evolution of the autonomous driving industry in 2025, highlighting the dual focus on technology proliferation and technical challenges, with traditional automakers pushing for accessibility and new players striving for technological advancements [4][5]. Group 1: Industry Trends - In 2025, traditional automakers like BYD, Geely, and Chery are leading the charge in making autonomous driving technology more accessible by integrating mid-level highway NOA features into vehicles priced over 100,000 yuan [4]. - New entrants and leading autonomous driving suppliers are focused on pushing the limits of technology, adhering to a model of annual technological iteration [4][5]. - The industry is witnessing a bifurcation, with one camp focused on accessibility and the other on technological challenges, particularly in the realm of algorithm development [4]. Group 2: Technological Advancements - The transition from "passive perception" to "active cognition" is marked by the introduction of world models, which represent a significant paradigm shift in autonomous driving technology [5][6]. - 2025 is characterized as a year of significant technological transition, with the widespread adoption of end-to-end systems and the emergence of world models and VLA (Vision-Language-Action) technologies [6][9]. - NIO is highlighted as a pioneer in the world model space, having launched its world model in 2024, transitioning from "perception-driven" to "cognition-driven" systems [5][6]. Group 3: Data Infrastructure and Chip Development - The importance of data infrastructure is emphasized, with companies like NIO benefiting from early investments in data collection and model training capabilities [7][8]. - The year 2025 is noted as a pivotal year for integrated hardware and software solutions, with companies like NIO and XPeng achieving self-developed chip integration [7][8]. - The article warns of the risks associated with outsourced chip development, contrasting it with NIO's genuine self-development efforts, which involve significant technical team investments [8]. Group 4: Regulatory and Market Dynamics - The issuance of L3 licenses is seen as a significant step towards the next phase of autonomous driving, indicating a shift from L2+ mass production to L3 and L4 capabilities [8][9]. - While traditional automakers have secured initial L3 licenses, their capabilities are questioned, suggesting that true advancements will come from new players and those with strong model capabilities [9][10]. - The ultimate value of autonomous driving technology is framed around enhancing driver convenience and significantly reducing traffic accidents, with a focus on safety as a primary goal [9].

Core Viewpoint - The article emphasizes the strategic importance of self-developed operating systems for electric vehicle manufacturers, particularly NIO, as they transition from electrification to intelligentization, highlighting the need for technological independence and enhanced user experience [2][3]. Group 1: Importance of Self-Developed Operating Systems - Operating systems serve as the core foundation connecting hardware and software, defining user experience in smart electric vehicles [2]. - NIO's decision to develop its own operating system is driven by considerations of technological autonomy, cost control, user experience optimization, and competitive landscape [2][3]. - Self-developed systems help avoid homogenization of user experience and create unique competitive advantages [3]. Group 2: Historical Context and Development Journey - NIO began its journey towards self-developed operating systems in 2018, with initial investments in core modules and technologies [3]. - The development of the SkyOS operating system was influenced by past challenges with third-party suppliers, which highlighted the inefficiencies and risks of relying on external partners [5][6][9]. - By 2020, NIO had a clearer vision for its operating system, aiming for hardware autonomy and a platform that could integrate supplier products while maintaining control [15]. Group 3: Technological Advancements and Achievements - NIO launched SkyOS-L in 2022, achieving significant improvements in real-time signal delivery compared to industry standards [16]. - The introduction of SkyOS-M marked a milestone as the first commercial dual safety real-time system based on the sel4 microkernel architecture, enhancing system reliability [17]. - By 2024, NIO's SkyOS had saved over 250 million yuan in operating system procurement costs and reduced development costs for non-first models by 90% [18]. Group 4: Market Performance and Future Outlook - NIO's sales surged, with October 2023 deliveries reaching 40,397 vehicles, a 92.6% year-on-year increase, driven by models equipped with the SkyOS [23]. - The successful deployment of SkyOS has positioned NIO to enhance its product offerings and operational efficiency, leading to a significant increase in market competitiveness [22][24]. - The company continues to innovate and improve its operating system, fostering an open-source approach to enhance development speed and product iteration [22].

新华财经北京9月28日电 第七届世界新能源汽车大会于2025年9月28日在中国海口举办。本届大会上， 蔚来整车全域操作系统"SkyOS·天枢"获评"全球新能源汽车创新技术"，由中国工程院院士孙逢春发布， 中国科学技术协会主席、世界新能源汽车大会主席万钢颁发荣誉证书，蔚来执行副总裁沈峰代表公司领 取。 世界新能源汽车大会经中华人民共和国国务院批准，由中国科学技术协会、海南省人民政府、科学技术 部、工业和信息化部主办，自2019年首次举办以来已成功举办七届，是新能源汽车领域高规格、国际化 且最具影响力的年度大会，已成为引领全球汽车领域科技创新和产业转型升级的重要风向标。 "全球新能源汽车前沿及创新技术评选"是世界新能源汽车大会的重要同期活动，分为"前沿技术评 选"和"创新技术评选"，旨在准确把握全球新能源汽车创新技术应用方面的最新进展，挖掘跨行业技术 融合的前沿技术方向，引导新能源汽车核心技术的加速突破，获评难度大、含金量高。本届评选活动共 征集近百项候选技术，由包含7位院士的国内外知名专家学者经多轮评审，最终评选出9项前沿技术和9 项创新技术，蔚来整车全域操作系统"SkyOS·天枢"位列其中。 整车全域操作系统 ...

Core Viewpoint - NIO's SkyOS·Tianshu, an AI-oriented vehicle operating system, received the "Global New Energy Vehicle Innovation Technology" award at the 7th World New Energy Vehicle Conference held in Haikou [2] Group 1: Award and Recognition - The award was presented by Sun Fengchun, an academician of the Chinese Academy of Engineering, and Wan Gang, the chairman of the China Association for Science and Technology and the World New Energy Vehicle Conference [2] - NIO's Executive Vice President, Shen Feng, represented the company in receiving the award [2] Group 2: Development and Features - SkyOS·Tianshu was developed over four years with a cumulative investment of over 23,000 person-months [2] - The system was officially launched on July 2024 during the NIO IN Innovation Technology Day [2] - It is recognized as the industry's first AI-oriented full vehicle operating system and is currently installed in NIO, Lidao, and Firefly brand vehicles [2]

Core Viewpoint - NIO has launched new models ET5 and ET5T, emphasizing significant upgrades and competitive pricing, aiming for substantial sales growth in the coming years [1][3]. Group 1: Product Launch and Features - NIO's new ET5 and ET5T have a starting price of 298,000 yuan for outright purchase and 228,000 yuan with a battery rental option starting at 728 yuan per month [1]. - The new models feature over 500 upgraded components, achieving a 45% overall renewal rate, and are equipped with the third-generation intelligent system Cedar S and advanced driving chips [1]. - Both models come standard with laser radar and 4D imaging millimeter-wave radar, enabling comprehensive point-to-point navigation assistance across various driving scenarios [2]. Group 2: Future Plans and Sales Targets - NIO plans to launch nine new models across its three brands by 2025, with six already released and three more set to debut soon [3]. - The company aims to double its sales target to 440,000 vehicles in 2025, with a current average monthly delivery of approximately 6,600 vehicles [3]. - To achieve the 440,000 annual sales target, NIO needs to average around 47,000 vehicle sales per month over the next eight months [3]. Group 3: Infrastructure Development - NIO is expanding its battery swap station network, with plans to establish 14 new stations along the 318 National Highway from Chengdu to Lhasa [4]. - The company has built a total of 3,331 battery swap stations nationwide, including 988 along highways, with a goal of reaching 1,000 highway swap stations soon [4].

Core Insights - NIO Inc. has launched the upgraded smart electric mid-size coupe ET5 and the smart electric station wagon ET5T, featuring over 500 upgrades aimed at enhancing user experience [1][4] Design and Aesthetics - The new ET5 maintains its original design essence while enhancing aerodynamics and aesthetic appeal with a sleek silhouette and a distinctive ducktail design [1] - The ET5T offers a classic station wagon profile, creating a poetic atmosphere that evokes a sense of adventure [1] Interior Features - Both models feature a new wrap-around cockpit design with a 15.6-inch AMOLED central display, 3K resolution, and 100% wide color gamut, enhancing visual experience [2] - The standard 18.8-inch W-HUD head-up display provides extensive driving information, improving safety [2] - The seating comfort has been significantly upgraded with an 11-layer MULTI-LAYER comfort structure, including high-rebound foam and optimized support features [2] Safety and Performance - The new models utilize advanced double-layer silver-coated glass for effective UV and infrared heat insulation, achieving a 99.9% UV and over 90% infrared blockage [3] - Equipped with CDC continuous damping control and 4D comfort navigation, the vehicles can adjust suspension in real-time for improved stability and comfort [3] - The ET5T includes upgraded safety features such as RCM rear collision prevention and emergency autonomous parking [4] Technology and Innovation - Both models are powered by NIO's third-generation intelligent system "NT.CedarS" and the first automotive-grade 5nm high-end driving chip "Shenji NX9031," providing comprehensive sensing capabilities [3] - The NOP+ feature enables seamless intelligent driving assistance across various driving scenarios [3] Company Vision - NIO's founder and CEO Li Bin stated that 2025 will be a significant year for the company in terms of technology, product offerings, and infrastructure, aiming to redefine value benchmarks across different market segments [4]