Borreton releases general-purpose intelligent driving model for autonomous driving, targeting mining operation scenarios.
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Li Auto is restructuring its product department: separating complete vehicles and intelligent driving products and incorporating them into R&D.
36Kr has learned from multiple sources that Li Auto is about to undergo a new round of organizational restructuring around its product decision-making process, planning to split some key functions of the product department and merge them into the R&D department. Looking at the group relationships, Li Auto's product department is headed by Fan Haoyu and includes electric vehicle components, spatial intelligence, autonomous driving terminal products, interaction design, platform operation, and the App and website. Sources familiar with the restructuring told 36Kr that the current adjustments mainly target the core product definition teams for electric vehicle components and autonomous driving. Specifically, the electric vehicle definition team within the product department will be split and merged into the vehicle R&D department led by Liu Liguo; the autonomous driving terminal product team will be merged into the base model R&D team led by Zhan Kun. "There may also be some experience-related product personnel joining Liu Jie's product line," one source said.
CITIC Securities: Based on the inflection point of the intelligent driving industry, sub-sectors in the industrial chain such as robotaxi, intelligent driving chips, and LiDAR are all expected to benefit significantly.
According to Mars Finance, CITIC Securities points out that 2026 will be a crucial watershed moment for China's intelligent driving industry, marking a shift from a "functional competition" to "institutionalized commercialization." In 2024-2025, the intelligent driving industry primarily focused on the rapid penetration of L2+ advanced driver assistance systems, the decentralization of NOA capabilities, and level playing field competition among OEMs. By 2026, the industry landscape has clearly shifted to three parallel lines: L2 is entering a period of stringent regulation, with the industry shifting from "competing on user experience" to "competing on compliance, safety, and systems"; L3 is moving from pilot programs to limited commercialization, with responsibility boundaries, access mechanisms, and standards beginning to take shape; and L4/Robotaxi, driven by collaboration between China and the US, is entering a phase of large-scale verification, with commercialization criteria shifting from "whether it can run" to "whether it can be replicated at low cost and whether a viable single-vehicle economic model can be established." Based on this major turning point in the intelligent driving industry, specific segments of the value chain, such as robotaxi, intelligent driving chips, and LiDAR, are all expected to benefit significantly. (Cailian Press)
BYD's self-developed intelligent driving chip is expected to be first installed in mass-produced vehicles in 2027.
BYD plans to debut its self-developed intelligent driving chip, the Xuanji A3, in its new Denza brand vehicles next year. Official information shows that this 4nm chip boasts a single-chip computing power exceeding 700 TOPS, with three chips working together achieving a total computing power exceeding 2100 TOPS. It supports L3 and L4 autonomous driving and has already entered mass production. The "integrated hardware and software" advantage, commonly emphasized by emerging electric vehicle manufacturers, was also mentioned by BYD during the chip's release. BYD claims that the Xuanji A3's power consumption per unit of computing power is 20% lower than comparable products, and combined with self-developed algorithm optimization, its computing power utilization rate is increased by 100%. (LatePost)
JPMorgan Chase: Robotics and autonomous driving may be the next winners in the AI wave.
According to Odaily Odaily, Raisah Rasid, Global Market Strategist at JPMorgan Asset Management, robotics and autonomous driving companies may be the next wave of winners in the artificial intelligence (AI) trade. She noted, "The AI story is far from over, and mass adoption is accelerating, especially in generative AI." She added that as AI-related winners spread beyond hyperscale companies, profit growth (particularly in the hardware sector) has been driving returns in major markets. However, she stated that the triple-digit growth of the South Korean KOSPI index in the first half of the year is unlikely to be repeated in the second half, with growth expected to moderate, as companies may struggle to maintain strong pricing power in the hardware sector. (Jinshi)
China releases world's first AI-powered stratigraphic model, creating a "shared database" for the Earth.
Mars Finance reports that at the 5th International Congress of Stratigraphy currently being held in Suzhou, Chinese scientists unveiled the first AI-powered stratigraphic model and a new intelligent global stratigraphic profile comparison system, among other new tools. This means that for the first time, Earth's 4.6 billion-year evolutionary history will have a globally shared database. (Cailian Press)
Avita obtains L3 autonomous driving test license
Avita announced on July 1 that it has obtained an L3 autonomous driving test license, and its vehicle-related road testing work has been fully and steadily implemented according to plan. The company stated that it will currently rely on the open public test sections in Chongqing to conduct L3 autonomous driving field verification, while simultaneously advancing real-road access reliability testing to deeply adapt to the complex road conditions and diverse traffic scenarios in China. Multiple compliance tests have also been launched simultaneously. (CBN)