#智能驾驶#AI大模型上车
过去几年，中国汽车市场变化的速度，远远超出了多数合资品牌的预期。
当电动化和智能化同时提速，原本依靠燃油车体系稳坐市场的合资车企，开始集体感受到压力。
Over the past few years, the pace of change in China’s auto market has far exceeded expectations.
As electrification and intelligence accelerate together, joint ventures long reliant on fuel vehicles are feeling unprecedented pressure.
在BBA、丰田、通用等主流合资品牌陆续推进“中国方案”之后，北京现代也终于明确了自己的方向。
官方表态中，2026年被定义为其“本土化研发元年”。
Following BMW, Mercedes-Benz, Toyota and GM, Beijing Hyundai has now made its stance clear.
The company has designated 2026 as the “first year of deep localization” in R&D.
按照规划，北京现代将在中国市场进一步加大研发投入，并提升本土团队在产品定义和技术路线中的话语权。
这并不是一次简单的组织调整，而是对过去全球统一产品逻辑的一次修正。
The plan involves increasing R&D investment in China and giving local teams more authority over product definition and technology roadmaps.
This is not just a structural tweak, but a shift away from the traditional “one car for the world” mindset.
从产品层面来看，北京现代已为2026年规划了四款新车，其中包括两款纯电车型。
一款是车长接近5米的轿跑，另一款则定位紧凑型SUV，目标人群非常明确——大众市场。
Product plans reflect this shift clearly.
Four new models are scheduled for 2026, including two all-electric vehicles aimed squarely at the mass market.
与此同时，关于北京现代与Momenta合作的消息，也在产业链内不断发酵。
有多位相关人士透露，新车将逐步引入高阶辅助驾驶能力。
Meanwhile, industry sources suggest Beijing Hyundai may cooperate with Momenta on advanced driver assistance.
The roadmap reportedly includes highway NOA in 2026 and city NOA in 2027.
尽管北京现代方面并未对合作传闻作出确认，但趋势本身并不意外。
对于合资品牌而言，引入成熟的中国智能驾驶方案，几乎已经成为“必选项”。
Although no official confirmation has been given, the direction is hardly surprising.
For joint ventures, adopting Chinese-developed intelligent driving solutions is increasingly unavoidable.
类似的选择，也出现在神龙汽车身上。
这家长期处于边缘状态的合资车企，同样将“本土化深耕”作为破局路径。
A similar strategy is visible at Dongfeng Peugeot-Citroën (DPCA).
Once on the fringes of the market, the company is now betting on deeper localization to survive.
1月初，Momenta团队到访神龙汽车，双方围绕智能驾驶方案适配未来车型进行了技术层面的交流。
尽管合作尚未官宣，但信号已经足够明确。
In early January, Momenta visited DPCA for technical discussions on intelligent driving adaptation.
While no partnership has been announced, the signal is clear.
合资品牌的集体转向，本质上源于市场结构的剧烈变化。
2025年，合资品牌在中国乘用车市场的份额已跌至约30%，较燃油车时代的高点下滑超过22个百分点。
At its core, this shift reflects a dramatic change in market structure.
In 2025, joint ventures’ market share fell to around 30%, down more than 22 percentage points from their peak.
更残酷的是分化正在加剧。
头部品牌尚能勉强维持，而二线合资车企，已接近被市场淘汰的边缘。
The situation is becoming increasingly polarized.
Top players are barely holding on, while second-tier brands face existential risk.
在这种背景下，与中国科技企业构建“创新生态圈”，成为合资品牌补齐智能化短板的现实路径。
华为、Momenta、地平线等企业，正在为全球车企输出“中国方案”。
Against this backdrop, partnering with Chinese tech firms has become the most practical solution.
Companies like Huawei, Momenta and Horizon are exporting China’s intelligent driving solutions worldwide.
数据显示，2025年前11个月，中国市场搭载城市NOA的乘用车销量已达312.9万辆。
其中，采用Momenta方案的车型占第三方供应商的六成以上。
Data shows that from January to November 2025, vehicles equipped with city NOA reached 3.13 million units.
Over 60% of third-party NOA systems came from Momenta.
Momenta方面透露，其合作客户已覆盖全球前十大车企中的八家。
从中国品牌到德系、日系巨头，本土技术正逐步走向全球。
Momenta reports partnerships with eight of the world’s top ten automakers.
From Chinese brands to German and Japanese giants, local technology is going global.
业内普遍认为，合资品牌真正需要改变的，不只是技术来源，而是开发逻辑本身。
正如业内专家所言：机械与底盘可以继续由海外主导，但“智能大脑”必须交给中国。
Industry consensus suggests the real challenge lies not in technology sourcing, but development philosophy.
Chassis and hardware can remain global, but intelligence must be localized.
对合资品牌而言，这不是一次简单的升级，而是一场迟来的重构。
能否真正融入中国节奏，决定了它们是否还有下一个十年。
For joint ventures, this is not an upgrade, but a long-overdue reconstruction.
Whether they can truly adapt to China will determine their next decade.
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