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于骞:高质量发展的核心在于对底层需求的深刻挖掘

日期:2023-4-1      分类:金融投资      点击:


3月25日,在亚洲青年领袖论坛高质量发展主题论坛平行对话中,轻舟智航联合创始人兼CEO于骞发表了自己的观点,摘录如下。


从所处产业和自身角度谈如何理解高质量发展

我们轻舟智航公司成立于硅谷,回到国内加入到智能驾驶的大行业。我们公司主要方向是要让车辆更加安全、驾驶更加舒适,使得我们最终能够将大范围的自动驾驶带到社会中来,这是我们公司的目标。结合高质量发展论坛的话题,我认为,高质量发展的核心在于对于底层需求的更深刻的挖掘。我觉得中国在电动化、智能化发展非常快,这个不光是自己技术有多么领先、能力有多强,更多的是在中国这个社会,我能感受到大家愿意接受新的事物、愿意尝试新的事物、愿意接受变化。这是我们高质量发展很重要的驱动力。

从广汽将积极提升车联网和全自动驾驶的收入占比,谈轻舟智航目前是否和广汽在开展战略合作

确实的。广汽在这方面走得非常靠前,无论是在低碳化、新能源以及智能化来讲,在这个行业非常领先的这么一个状态。对于我们轻舟智航这样的公司来讲,我们可以看到在整个中国包括世界上汽车工业的发展。我们本身是身处在汽车行业——我们经常讲我们是汽车行业智能化的一部分——但是我们对汽车行业更多的理解很多情况下还是来自于主机厂的客户。我们可以看到,中国在电动化发展方面很大程度上走在了世界很靠前的位置。从之前燃油车变速箱、发动机的核心技术,到现在换了一个赛道,在另外一个赛道创新,我觉得这个很大程度上是我们高质量发展非常重要的因素。我们走差异化的道路,找出自己不一样独特的地方来竞争,我觉得这其实非常印证了我们,从国家层面或者大的社会层面来讲,具有差异化的竞争是高质量发展非常核心的一个要素。

对于我们这样的创业企业来讲,从一个人到四个人到一群人到现在国内非常头部的智能驾驶解决方案的提供方,我们感受到也是这样。围绕着非常激烈的竞争环境,我们很大程度上也是差异化地去找出我们的优势,比如非常高效的自动驾驶开发的方法。我们把它更加熟练地应用起来,通过数据驱动方式使得能够用更少的人、更少的开发成本实现更快的能力提升,这点是我们注重的一方面。无人驾驶是我们一个梦想,是可能要十年、二十年甚至更长时间去实现的,我们除了有技术上的领先之外,我们也非常注重商业化上的成功,通过技术和商业化的结合使得我们的路越走越稳。这是作为一家创业型企业必须要面对的一个问题。所以在这方面来讲,在现阶段来讲,在目前整个大的技术背景、社会基础之上,我们更多是以智能驾驶方式来服务于我们的客户、服务于我们广大消费者,让他们能够体会到更加安全、更加舒适的驾驶体验,这是我们目前公司主要围绕的业务。

当然,从这方面来讲,我们也希望非常深入地跟广汽的梁院长、广汽的很多合作伙伴非常深入地打磨我们的产品,把我们的技术能够更好地做出差异化,更好地服务于广大消费者,让他们觉得驾驶的体验更加安全和舒适,这才是核心。我们并不是要为了创新而创新,创新是有方向的,很大程度还是要确保客户成功,使得消费者更加满意,这个是最终的原动力。

从自动驾驶在中国从过去的“跟跑”到“并跑”再到现在的“领跑”,以至于目前有越来越多的明星企业在领跑,谈是否担忧会出现行业内卷

不管从创新还是从高质量发展角度来讲,核心回到这里面的挑战。到现在这个阶段,尤其经过疫情三年这么大的波折,全世界范围影响之大、影响之深远,最终大家会变的越来越理性。以前大家讲得特别超前,无人驾驶也好,很多方面也好,过于超前。但我觉得随着时间的发展,大家会看到很多,会变得更加理性。这些理性并不是指放弃了梦想,很大程度上更加脚踏实地,要回到创新的方向,核心回到需求。其实我一直在想一个问题,为什么很多新的技术、新的产品都是在中国尤其在汽车市场上首先发生的。这个并不是因为我们的技术有多么强、有多么牛,很大程度上我们的需求很强大,比如新的传感器,像激光雷达,新的计算,不仅仅是国内的芯片,海外的芯片,车规的芯片,很多都是在中国市场首款车型上首发,包括新的技术,新的突破性技术,都是在车的领域新首发、新出现的。越来越多新的体验也是在中国市场上新出现。这里面孕育着很大的需求,造成这样的现象。中国的车企,像广汽,还有很多这样的车企,在这方面对新的增长点有很强的需求,包括消费者也是,愿意体验新的驾驶体验,对于我们创新来讲提供了很强的原动力。

对于创业公司来讲,回归理性是很重要的,同时我们也要看到长期发展的机遇。以ChatGPT为例,底层核心是大数据的成功,或者非监督式大数据的成功、大模型训练的成功。在这个底层来讲,在关键技术、核心技术方面来讲,也是充分和自动驾驶结合,找到关键增长点,敢于投入,做出突破性的差异化,实现长期的竞争优势。

Yu Qian says core of high-quality development lies in deeper discovery of underlying demand


On 25 March, Yu Qian, co-founder & CEO of Qcraft, shared his thoughts at the High-quality Development Forum of the Asia Youth Leaders Forum. Following is an excerpt from his speech.


Question: Please tell us about you and your understanding of high-quality development.


We started in the Silicon Valley. Later we came back to China and joined this big industry of intelligent driving. What we are working on is to make vehicles safer and driving more comfortable, so that large-scale automatic driving can come to real life. This is our goal. Speaking of high-quality development, the topic of this session, I think the core lies in a deeper discovery of the underlying demand. I think China is developing very fast in electrification and intelligence. This is not just because how cutting-edge our technologies are or how great our abilities are, but more because in Chinese society, people are willing to accept new things, try new things, and accept changes. This is a very important driving force for high-quality development.


Question: Autonomous driving breaks the traditional barriers between upstream, midstream, and downstream in the automotive industry. GAC has also mentioned that it will increase the proportion of revenue from connected cars and fully autonomous driving. Is Qcraft currently in strategic cooperation with GAC? What do you think?


Yes, indeed. GAC is ahead of the curve in this aspect. Whether in decarbonization, new energy, or intelligence, GAC is a leader in this industry. For a company like us, Qcraft, we can observe the development of the automotive industry in China and the world. Though we are in this industry – we are said to be part of the intelligent transition of the automotive industry – our understanding of the industry often comes from our customers, car manufacturers. In electrification, China is to a large extent a leading player. China has switched from the focus on gearbox, engine, and other core diesel-car technologies to a different track, pursuing innovation in this new track. I think this to a certain degree is a very important factor for our high-quality development. We take the road of differentiation and identify our unique edges to compete. I think this is also very true of us. From a national or whole-society perspective, differentiated competition is a core element of high-quality development.


From the perspective of startups like us, growing from one person to four people to a group of people and now to a leading provider of intelligent driving solutions in China, we feel that this is also the case. In such a competitive environment, we resorted largely to differentiation to find out our edges, for instance, a very efficient method of autonomous driving development. We applied this more skillfully. Through a data-driven methodology, we were able to achieve faster capacity building with less human resources and development costs. This is one thing that we care. Speaking of autonomous driving, this is a dream of ours. It may take ten or twenty years or even longer to realize. In addition to our technological lead, we also pay great attention to successful commercialization, utilizing the combination of technology and commercialization to journey further in this industry. This is a problem that we must face as a startup. Therefore, from this perspective, at this stage, in view of the current background and society, what we do is largely serve our customers and consumers with intelligent driving, so that they can experience a safer and more comfortable driving experience. This is our main business for the moment.


Of course, in this regard, we hope to work together in depth with GAC’s Mr. Liang and many more partners to polish our products, so that our technology can be better differentiated and more useful to consumers in a way that makes them feel that the driving experience is safer and more comfortable. This is the core. We are not innovating for the sake of innovation, but for a purpose. To a large extent, this purpose is to ensure our customer’s success and make consumers more satisfied. This is the ultimate drive.


Questions: In the field of autonomous driving, China has gone from lagging behind to keeping pace to a group of companies leading the race. Now more and more companies are in a “leading” position, do you feel pressured? Is this a concern to you?


From the perspective of either innovation or high-quality development, the core question goes back to the challenges. At this moment, especially after the pandemic, which has profound impact on the whole world, we have become more and more rational. People used to say we were very ahead in a lot of fields, whether autonomous driving or other fields. Way ahead. But with time, people get to see more and will become more rational. This rationality does not mean giving up dreams, but more down to earth – back to why we innovate and what the demands are. I’ve been pondering this question: Why do so many new technologies and new products happen first in the Chinese market, especially in the automotive industry? This is not because our technologies are so good or great. To a large extent, it is because our demands are high. For instance, new sensors like LiDAR and new computing – not only Chinese but also overseas automotive chips – landed first on a car in the Chinese market. New technologies, especially breakthrough ones, are launched first in the automotive industry. More and more novel experiences are also happening first in China’s market. The demands are huge, so this phenomenon comes to be. Chinese carmakers like GAC and many others have strong demand for new growth areas. So do consumers. They are willing to try a new driving experience. This is a strong driving force for our innovation.


For startups, rationality is especially important. Meanwhile we need to identify opportunities for long-term development. Take ChatGPT as an example. Its fundamentals are the success of big data, or the success of unsupervised big data and of big model training. From this perspective, in terms of key and core technologies, we also need to integrate them with autonomous driving. We need to identify such key growth areas and dare to invest in it, so as to achieve breakout differentiation and long-term competitive advantages.

主办单位

  • 中国公共外交协会
  • 中国和平发展基金会
  • 广州市人民政府
  • 亚洲青年领袖联合会

承办单位

  • 广州公共外交协会
  • 广州市南沙区人民政府
  • 广州市人民对外友好协会

智库支持单位

  • 暨南大学全球青年领导力研究院
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