COAL: Counterfactual and Observation-Enhanced Alignment Learning for Discriminative Referring Multi-Object Tracking

Referring Multi-Object Tracking (RMOT) faces a fundamental structural contradiction between the high-discriminability demand and the sparse semantic supervision. This mismatch is particularly acute in highly homogeneous scenarios that require fine-grained discrimination over complex compositional semantics. However, under sparse supervision, models overfit to salient yet insufficient cues, thereby encouraging shortcut learning and semantic collapse. To resolve this, we propose COAL (Counterfactual and Observation-enhanced Alignment Learning), a framework that advances RMOT beyond isolated structural optimization through knowledge regularization. First, we introduce Explicit Semantic Injection (ESI) via a VLM to densify the observation space and enhance instance discriminability. Second, leveraging LLM reasoning, we propose Counterfactual Learning (CFL) to augment supervision, enforcing strict attribute verification for robust compositional recognition. These strategies are unified within a Hierarchical Multi-Stream Integration (HMSI) architecture, which distills external knowledge into domain-specific discriminative representations. Experiments on Refer-KITTI and Refer-KITTI-V2 benchmarks validate COAL's efficacy. Notably, it surpasses the state-of-the-art by 7.28% HOTA on the highly challenging Refer-KITTI-V2. These results demonstrate the effectiveness of knowledge regularization for resolving the sparsity-discriminability paradox in RMOT.