澹版槑錛氭湰鏂囪漿杞借嚜閫氬晢鑽燂紝鐗堟潈褰掑師浣滆呮墍鏈夈?/span>
2鏈?/span>24鏃ヤ笂鍗堬紝涓婃搗甯傛櫘闄鍖哄厷鏀夸唬琛ㄥ洟鏉ラ氳冨療錛屽崡閫氬競鏀垮簻涓庢櫘闄鍖烘斂搴滅緗叉部娌畞鍗忓悓鍒涙柊鍩庡競鑱旂洘鍚堜綔澶囧繕褰曘傚競濮斿壇涔﹁銆佸競闀垮紶褰や笌鏅檧鍖哄鍓功璁般佸尯闀胯倴鏂囬珮涓琛屽駭璋堛?/span>
閫氬晢鑽熸敞鎰忓埌錛屽湪閫氭湡闂達紝涓婃搗甯傛櫘闄鍖哄厷鏀夸唬琛ㄥ洟娣卞叆甯傚寳楂樻柊鍖哄拰鍗楅氬垱鏂板尯錛屽厛鍚庤冨療姹熻嫃娑墊鼎姹借濺鐢靛瓙鏈夐檺鍏徃銆佸崡閫氳鍒掗銆佸寳浜ぇ瀛﹂暱涓夎鍏夌數縐戝鐮旂┒闄紝浜嗚В縐戞妧鍒涙柊鍜屼駭鍒涜瀺鍚堢瓑鎯呭喌銆?/span>
涓婃搗甯傛櫘闄鍖哄厷鏀夸唬琛ㄥ洟涓轟綍鐙嫭鍘諱簡姹熻嫃娑墊鼎姹借濺鐢靛瓙鏈夐檺鍏徃榪欎竴瀹朵紒涓氾紵榪欏浼佷笟鏄粈涔堟潵澶達紵鏈湡閫氬晢鑽熷甫浣犱簡瑙ｃ?/span>
鈥滄睙婀栧湴浣嶁濈ǔ灞呬竴嫻佷箣鍒?/b>
姹熻嫃娑墊鼎鏄浗鍐呮櫤鑳介┚椹舵帶鍒跺櫒璁捐鍒墮犵殑鍏堣鑰呫佷笂浜ゆ墍縐戝垱鏉夸笂甯備紒涓氣斺旂粡綰亽娑︾殑鍏ㄨ祫瀛愬叕鍙搞?/span>
涓庢瘮浜氳開銆佽敋灝忕悊絳夋柊鑳芥簮鏁磋濺鐩告瘮錛岀粡綰亽娑︿技涔庝笉涓哄浜烘墍鐭ワ紝浣嗗湪涓氬唴錛岃繖瀹剁數瀛愮郴緇熺鎶鏈嶅姟鍏徃鐨勨滄睙婀栧湴浣嶁濈ǔ灞呬竴嫻佷箣鍒椼?/span>
緇忕含鎭掓鼎浼楀鐨勪駭鍝佺嚎涓紝鍥戒駭ADAS錛堥珮綰ц緟鍔╅┚椹剁郴緇燂級鐨勬í絀哄嚭涓栵紝璁╀漢鍊嶆劅鎸銆傛垚绔嬩簬2003騫寸殑緇忕含鎭掓鼎錛屾槸鍥藉唴鏈鏃╁皾璇曪紝騫舵垚鍔熻嚜涓葷爺鍙戣繖涓緋葷粺鐨勫叕鍙鎬箣涓銆?/span>
緇忕含鎭掓鼎涓撴敞浜庝負鍏ㄧ悆姹借濺銆佹棤浜鴻繍杈撶瓑棰嗗煙鐨勫鎴鳳紝鎻愪緵鐢靛瓙浜у搧銆佺爺鍙戞湇鍔″拰楂樼駭鍒櫤鑳介┚椹舵暣浣撹В鍐蟲柟妗堛傚叕鍙告婚儴浣嶄簬鍖椾含錛屽湪澶╂觸銆佸崡閫氥侀┈鏉ヨタ浜氬緩鏈夌爺鍙戜腑蹇冨拰鐜頒唬鍖栧伐鍘傦紝褰㈡垚浜嗗畬鍠勭殑鐮斿彂銆佺敓浜с佽惀閿銆佹湇鍔′綋緋匯傛湰鐫鈥滀環鍊煎垱鏂般佹湇鍔″鎴封濈殑鐞嗗康錛屽叕鍙稿潥鎸佲滀笓涓氳仛鐒︹濃滄妧鏈鍏堚濆拰鈥滃鉤鍙板寲鍙戝睍鈥濈殑鎴樼暐錛岃嚧鍔涗簬鎴愪負鍥介檯涓嫻佺患鍚堝瀷鐨勭數瀛愮郴緇熺鎶鏈嶅姟鍟嗐佹櫤鑳界綉鑱旀苯杞﹀叏鏍堝紡瑙ｅ喅鏂規渚涘簲鍟嗗拰楂樼駭鍒櫤鑳介┚椹?/span>MaaS瑙ｅ喅鏂規棰嗗鑰呫?/span>
ADAS鏄?/span>Advanced Driver Assistance System鐨勭畝縐幫紝鐢變笁閮ㄥ垎緇勬垚錛氭劅鐭ャ佸鐞嗐佹帶鍒躲傚彲浠ュ垎鍒悊瑙ｄ負浜虹殑鈥滅溂鐫涒濃滃ぇ鑴戔濆拰鈥滆剼鈥濄傜畝璦涔嬶紝灝辨槸绱фユ儏鍐典笅錛屽畠鑳藉湪椹鵑┒鍛樹富瑙傚弽搴斾箣鍓嶄綔鍑轟富鍔ㄥ垽鏂拰棰勯槻鎺柦錛屾潵杈懼埌棰勯槻鍜岃緟鍔╃殑浣滅敤銆?/span>
浠庘滃姛鑳芥苯杞︹濇椂浠ｅ埌鈥滄櫤鑳芥苯杞︹濇椂浠ｏ紝涓繪墦瀹夊叏鍜岀敤鎴蜂綋楠岀殑ADAS錛屽皢鏄櫤鑳芥苯杞︾殑鈥滄疆嫻佲濆拰鏍囬厤錛岃繖宸茬粡鎴愪負涓氱晫鍏辮瘑銆?/span>
2012騫達紝緇忕含鎭掓鼎鐪嬪噯浜?/span>ADAS璧涢亾錛屽紑灞曡嚜涓葷爺鍙戙?/span>
鍘嗙粡鍏勾鍔姏錛?/span>2016騫達紝緇忕含鎭掓鼎鏁村悎浠ヨ壊鍒?/span>Mobileye鑷姩椹鵑┒鑺墖錛岃璁＄爺鍙戠殑楂樻т環姣?/span>ADAS緋葷粺鎴愬姛涓轟笂姹借崳濞?/span>RX5杞﹀瀷閲忎駭錛屾墦鐮翠簡鍥藉宸ㄥご鏁板崄騫寸殑鍨勬柇銆?/span>2020騫達紝鍏徃涔樼敤杞︽柊杞?/span>ADAS浜у搧瑁呴厤閲忎負17.8涓囪締錛屽競鍦轟喚棰濅負3.6%錛屾槸涓浗涔樼敤杞︽柊杞﹀墠瑙嗙郴緇熷墠鍗佸悕渚涘簲鍟嗕腑鍞竴涓瀹舵湰鍦熶紒涓氾紝鎴愪負璇ラ鍩熺殑鍥戒駭榫欏ご銆?/span>
緇忕含鎭掓鼎闀挎湡渚涘簲鍥藉唴澶栫煡鍚嶆暣杞﹀埗閫犲晢鍜屼竴綰т緵搴斿晢錛屼駭鍝佺被鍨嬪寘鎷櫤鑳介┚椹剁數瀛愪駭鍝併佹櫤鑳界綉鑱旂數瀛愪駭鍝併佽濺韜拰鑸掗傚煙鐢靛瓙浜у搧銆佸簳鐩樻帶鍒剁數瀛愪駭鍝併佹柊鑳芥簮鍜屽姩鍔涚郴緇熺數瀛愪駭鍝併傚悓鏃訛紝緇忕含鎭掓鼎渚濇墭鑷韓鍦ㄦ櫤鑳介┚椹躲佹櫤鑳界綉鑱斻佹柊鑳芥簮鍜屽姩鍔涚郴緇熴佽濺韜拰鑸掗傚煙銆佸簳鐩樻帶鍒剁瓑棰嗗煙鐨勬苯杞︾數瀛愪駭鍝侀噺浜х粡楠屼笌鎶鏈紭鍔匡紝鏍規嵁鏁磋濺浼佷笟鏂拌濺鍨嬮」鐩殑瀹氬埗鍖栭渶姹傦紝寮灞曟苯杞︾數瀛愪駭鍝佺殑瀹氬埗鍖栧紑鍙戞湇鍔★紝宸叉湇鍔′簬涓姹介泦鍥€佷笂姹介泦鍥€佸寳姹介泦鍥€佹睙閾冩苯杞︺佸崥鏍煎崕綰崇瓑瀹㈡埛銆?/span>
鍩轟簬緇忕含鎭掓鼎鏅鴻兘椹鵑┒涓氬姟棰嗗煙鈥滄劅鐭?/span>-鍐崇瓥-鎵ц鈥濈殑涓浣撳寲鎶鏈拰浜у搧鑳藉姏錛屼負浜嗗疄鐜伴珮綰у埆鏅鴻兘椹鵑┒緋葷粺鍑鴻鍗蟲湇鍔★紙MaaS錛夎В鍐蟲柟妗堢殑鍟嗕笟鍖栬繍钀ワ紝緇忕含鎭掓鼎寮鍙戜簡鍗曡濺鏅鴻兘瑙ｅ喅鏂規銆佹櫤鑳借濺闃熻繍钀ョ鐞嗚В鍐蟲柟妗堝拰杞?/span>-浜戞暟鎹腑蹇冭В鍐蟲柟妗堛傜洰鍓嶏紝鍏徃鏃犱漢椹鵑┒鏅鴻兘闆嗗崱宸插湪鍞愬北娓佹棩鐓ф腐瀹炵幇浜嗘棤瀹夊叏鍛樼殑榪愯惀鏈嶅姟銆?/span>
钀芥埛鍗楅?/b>
2017騫達紝緇忕含鎭掓鼎絳瑰緩鐢熶駭鍩哄湴銆傜粡榪囨瘮閫夛紝鏈緇堥夋嫨浜嗗磭宸濆競鍖楅珮鏂幫紝鎴愮珛姹熻嫃娑墊鼎姹借濺鐢靛瓙鏈夐檺鍏徃銆傚湪甯傚尯涓ょ駭鏀跨瓥鏀寔涓嬶紝緇忕含鎭掓鼎鎷夸笅甯傚寳楂樻柊鍖?/span>105浜╁湴錛?/span>2018騫村巶鎴胯惤鍦幫紝嬈″勾3鏈堟姇浜с?/span>
2022騫翠笂鍗婂勾錛屽叕鍙稿惎鍔ㄥ崡閫氭苯杞︾數瀛愮敓浜у熀鍦頒簩鏈熼」鐩緩璁撅紝鎬繪姇璧勯璁?/span>22浜垮厓錛屾棬鍦ㄨ繘涓姝ユ墿澶т駭鑳借妯★紝鎻愬崌鏅鴻兘鍖栧強鑷姩鍖栨按騫熾傚凡浜?/span>2024騫?/span>3鏈堟寮忕宸ュ茍鎶曞叆浣跨敤銆備紒涓氱幇鏈夊憳宸?/span>300浜猴紝鐮斿彂鍥㈤槦浜哄憳鍗犳瘮杈?/span>20%錛屾棬鍦ㄥ洿緇曗滃緩璁懼叏鍥介鍏堢殑姹借濺鐢靛瓙鐢熶駭鍒墮犲熀鍦扳濈殑鐩爣錛屼負鍗楅氬埗閫犱笟楂樿川閲忓彂灞曡礎鐚亽娑﹀姏閲忋?/span>
鑷惤鎴峰崡閫氫互鏉ワ紝绔欏湪鏂拌兘婧愭苯杞﹀彂灞曠殑椋庡彛錛屾睙鑻忔兜娑︾爺鍙戝茍閲忎駭浜?/span>ADAS錛堥珮綰ц緟鍔╅┚椹剁郴緇燂級銆佹綾蟲嘗闆瘋揪銆?/span>AR-HUD錛堝寮虹幇瀹炴姮澶存樉紺虹郴緇燂級絳夊嬈句駭鍝併傗滃鉤鍧囨瘡涓夌閽熶笅綰夸竴涓駭鍝侊紝騫翠駭鍊奸愬勾鏀鍗囥傗濈洰鍓嶏紝姹熻嫃娑墊鼎浜у搧鐢熶駭綰垮杈?/span>50澶氭潯錛屽叾涓湁16鏉￠氱敤鐢熶駭綰匡紝鍖呭惈鏂拌兘婧愩佽緟鍔╅┚椹躲佸埗鍔ㄤ紶鍔ㄣ佽濺韜帶鍒剁瓑鏂瑰悜錛屼駭鍝佹渶緇堥攢鍚戜竴姹姐佸箍姹姐佷笂姹姐佸悏鍒┿佹睙閾冪瓑鍥藉唴澶栫煡鍚嶆暣杞﹀埗閫犲晢銆?/span>2024騫?/span>7鏈堬紝姹熻嫃娑墊鼎姹借濺鐢靛瓙浜屾湡姝ｅ紡鎶曞叆浣跨敤錛岄璁″勾浜ф苯杞︾數瀛愰厤濂椾駭鍝?/span>2500涓囧錛屽勾搴旂◣閿鍞杈?/span>40浜垮厓銆?/span>
緇忕含鎭掓鼎鑷富鐮斿彂鐨?/span>92鑻卞AR-HUD錛堝寮虹幇瀹炴姮澶存樉紺虹郴緇燂級浜?/span>2023騫?/span>8鏈堟寮忔鍏ラ噺浜ч樁孌碉紝涓烘櫤鑳芥苯杞﹀甫鍘繪洿娌夋蹈鐨勯┚椹朵綋楠屸斺?/span>1800鈭?/span>1楂樺姣斿害銆?/span>15000nit楂樹寒搴︺?/span>2K楂樻竻鍍忕礌涓虹敤鎴鋒彁渚涜壊褰╀赴瀵屻侀珮娓呮櫚銆侀珮鍍忚川鐨勮瑙変綋楠岋紝92鑻卞澶х敾騫呬負鐢ㄦ埛鎻愪緵鈥滆韓涓村叾澧冣濈殑宸ㄥ箷瑙傚獎浣撻獙錛屸滃嵆鏃跺姩鎬佲濆杞﹂亾瀵艱埅鐨勫ぇ瑙嗛噹3D铻嶅悎浣撻獙鈥︹?/span>
濡備粖姹熻嫃娑墊鼎鐢熶駭鐨?/span>AR-HUD浜у搧宸插悓鏃舵惌杞芥煇楂樼鑷富鍝佺墝澶氭杞﹀瀷錛岀瘡璁￠厤濂楅噺紿佺牬浜斾竾澶у叧錛屾牴鎹?/span>2024騫?/span>8鏈堥珮宸ユ櫤鑳芥苯杞﹀彂甯冪殑AR-HUD琛屼笟姒滃崟錛岀粡綰亽娑︿綅鍒?/span>2024騫?/span>1鈥?/span>6鏈堜腑鍥藉競鍦猴紙涓嶅惈榪涘嚭鍙ｏ級涔樼敤杞﹀墠瑁呮爣閰?/span>AR-HUD渚涘簲鍟嗗墠5浣嶃?/span>
2024騫?/span>8鏈堝垵錛屾睙鑻忕渷宸ヤ俊鍘呭彂甯冦婂叧浜?/span>2024騫村害姹熻嫃鐪佹櫤鑳藉埗閫犺濺闂村悕鍗曠殑鍏ず銆嬶紝緇忚繃鐪佺駭涓撳鐨勫眰灞備弗鏍艱瘎瀹′笌鑰冩牳錛屾睙鑻忔兜娑︽垚鍔熷叆閫夈傝繖涓鑽ｈ獕鏍囧織鐫緇忕含鎭掓鼎鍦ㄦ櫤鑳藉寲鍙戝睍鐨勯亾璺笂榪堝嚭浜嗗潥瀹炶岄噸瑕佺殑涓姝ャ?/span>
璺ㄥ尯鍩熷崗鍚屽垱鏂?/b>
姹熻嫃娑墊鼎鑳藉寰楀埌涓婃搗甯傛櫘闄鍖哄厷鏀夸唬琛ㄥ洟鐨勯噸鐐瑰叧娉紝涓庡叾鍦ㄦ柊鍏寸鎶棰嗗煙鐨勭獊鍑鴻〃鐜板瘑涓嶅彲鍒嗐傝繎騫存潵錛屾苯杞︾數瀛愯涓氭榪庢潵闈╁懡鎬у彉闈╋紝鏅鴻兘鍖栥佺綉鑱斿寲銆佺數鍔ㄥ寲鎴愪負澶у娍鎵瓚嬶紝鑰屾睙鑻忔兜娑︿綔涓哄浗鍐呮櫤鑳介┚椹舵帶鍒跺櫒璁捐鍒墮犵殑鍏堣鑰咃紝鍦ㄨ嚜鍔ㄩ┚椹躲佽濺鑱旂綉銆佹櫤鑳藉駭鑸辯瓑鍓嶆部鎶鏈笂鍗犳嵁浜嗕竴甯箣鍦般傝繖浜涙妧鏈笉浠呮槸褰撲笅縐戞妧鍒涙柊鐨勭儹鐐癸紝鏇存槸鏈潵姹借濺浜т笟鐨勬牳蹇冪珵浜夊姏銆?/span>
鑲栨枃楂樺湪搴ц皥浼氫笂琛ㄧず錛屾勃瀹佹部綰夸綔涓洪暱涓夎涔冭嚦鍏ㄥ浗緇忔祹鍙戝睍鏈媧昏穬銆佸紑鏀劇▼搴︽渶楂樸佸垱鏂版椿鍔涙渶寮虹殑鍖哄煙涔嬩竴錛屽浗瀹墮潪甯稿叧蹇冦佺渷甯傞珮搴﹂噸瑙嗐佸悇鏂逛氦嫻侀綣侊紝鏈熸湜鏅檧涓庡崡閫氳繘涓姝ュ姞寮烘矡閫氥佹繁鍖栧悎浣滐紝绔嬭凍鐜版湁鍩虹錛岃仛鐒︿駭涓氶渶姹傦紝鍙戞尌姣旇緝浼樺娍錛屽叡絳戠鎶鍒涙柊鏂伴珮鍦般佸叡鑲蹭駭涓氬彂灞曟柊絀洪棿銆佸叡寤哄崗鍚屽彂灞曟柊騫沖彴錛屽叡鍚屾帰绱㈠艦鎴愭洿澶氳法鍖哄煙鍗忓悓鍒涙柊璺緞錛屾洿濂藉姪鍔涢暱涓夎涓浣撳寲楂樿川閲忓彂灞曘?/span>
涓婃搗浣滀負鍏ㄥ浗縐戞妧鍒涙柊楂樺湴錛屽緇堝鏂板叴縐戞妧淇濇寔楂樺害鏁忔劅鍜屽墠鐬繪у竷灞銆傛櫘闄鍖轟唬琛ㄥ洟鐨勬嬈¤冨療錛屼竴鏂歸潰錛屽崡閫氫笌涓婃搗鍦扮紭鐩歌繎錛屾垨璁告鏄湅涓簡娑墊鼎姹借濺鐢靛瓙鍦ㄦ妧鏈笂鐨勫厛榪涙у拰浜т笟鍖栫殑娼滃姏錛屾睙鑻忔兜娑﹀彲涓庝笂嫻風殑姹借濺鏁磋濺浼佷笟銆佺鐮旀満鏋勭瓑褰㈡垚浜т笟涓婁笅娓稿崗鍚屻傝繖縐嶆妧鏈紭鍔匡紝姝ｆ槸涓婃搗鍦ㄦ帹鍔ㄩ暱涓夎涓浣撳寲銆佹墦閫犲叏鐞冪鎶鍒涙柊涓績榪囩▼涓墍鎬ラ渶鐨勨滅‖鏍稿姏閲忊濄?/span>
鍙︿竴鏂歸潰錛屾洿鏄鍗楅氭苯杞︿駭涓氫箖鑷抽暱涓夎鍖哄煙鍗忓悓鍙戝睍鐨勪竴嬈℃繁搴︽帰绱€?/span>
鏃╁湪20涓栫邯90騫翠唬錛屽崡閫氬氨寮濮嬮愭寮曞叆姹借濺鍒墮犱笟銆傞殢鐫甯傚満闇姹傜殑涓嶆柇鎵╁ぇ錛屾斂搴滃拰浼佷笟鐩哥戶鍔犲ぇ浜嗗姹借濺浜т笟鐨勬姇璧勫姏搴︺傜粡榪囪繎涓夊崄騫寸殑鑰曡橈紝鍗楅氬凡緇忓艦鎴愪簡涓瀹氳妯＄殑姹借濺浜т笟閾撅紝鍖呮嫭鏁磋濺鍒墮犮侀浂閮ㄤ歡鐢熶駭銆佹苯杞︾數瀛愮瓑澶氫釜鐜妭銆傚茍涓旓紝闅忕潃鏂拌兘婧愭苯杞︽垚涓烘湭鏉ユ苯杞︿駭涓氬彂灞曠殑閲嶇偣涔嬩竴錛屽崡閫氬競涔熷嚭鍙頒簡銆婂崡閫氬競鏂拌兘婧愭苯杞︿駭涓氬彂灞曡鍒掋嬨傚皢鏂拌兘婧愬強鏂拌兘婧愭苯杞︿駭涓氬垪涓哄競濮斻佸競鏀垮簻閲嶇偣鎺ㄨ繘鐨勨?/span>3+3+N鈥濅駭涓氫箣涓錛屽姞蹇煿鑲茬壒鑹查矞鏄庛佸叿鏈夎緝寮虹珵浜夊姏鐨勬柊鑳芥簮姹借濺浜т笟闆嗙兢銆?/span>
鍗楅氭鍦ㄥ姞閫熸瀯寤鴻嚜宸辯殑姹借濺浜т笟鐢熸侊紝鑰屾兜娑︽苯杞︾數瀛愪綔涓哄叾涓殑鍏抽敭涓鐜紝鏃犵枒鏄繖涓鐢熸佷腑鐨勨滄槑鏄熶紒涓氣濄傚湪鎶鏈垱鏂頒笌甯傚満闇姹傜殑鍙岄噸鎺ㄥ姩涓嬶紝鐩鎬俊鍗楅氭湁鏈涘湪鏈潵鐨勬苯杞︽妧鏈珵浜変腑鍗犳嵁涓甯箣鍦般傛垜浠篃鏈熷緟鍗楅氫笌涓婃搗鏅檧鍖轟互姝ゆ絳劇害涓烘柊璧風偣錛岃仛鐒﹂暱姹熷彛浜т笟鍒涙柊緇胯壊鍙戝睍鍗忓悓鍖哄緩璁撅紝榪涗竴姝ュ姞寮轟氦嫻佷簰鍔ㄣ佹繁鍖栧姟瀹炲悎浣溿?/span>
浜嗚В鏇村錛?/b>
璇瘋嚧鐢?10-64840808杞?117鎴栧彂閫侀偖浠惰嚦market_dept@hirain.com錛堣仈緋繪椂璇瘋鏄庢潵鑷腑鍥借嚜鍔ㄥ寲緗戯級