12月17日，港股市场智能驾驶概念集体走强，其中，佑驾创新涨超7%，浙江世宝涨超4%，禾赛-W、小马智行- W、文远知行-W涨超3%。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 业内分析认为，在这之前，市面上没有真正能够量产销售、上路运营的L3车型。之前所谓的"L3牌照"，其实都是测 试牌照，允许在规定路段进行L3测试。此次两家车企率先获得准入，是从"允许练习"变成了"允许正式上路"。这标 志着我国自动驾驶技术发展逐步走向量产应用阶段，也是上述两家车企在自动驾驶领域从技术验证阶段迈向量产应 用阶段的重要里程碑。 | 代码 | 名称 | | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | --- | | 02431 | 佑驾创新 | 0 | 7.23% | 11.710 | 49.27亿 | -40.44% | | 01057 | 浙江世宝 | | 4.40% | 4.750 | 39.08亿 | 65.78% | | 02525 | 禾寨-W | | 3.80% | 166.600 | 260.13亿 | ...

部分智驾概念股继续走高，截至发稿，浙江世宝（002703）(01057)涨6.59%，报4.85港元；佑驾创新 (02431)涨3.11%，报11.26港元；文远知行-W(00800)涨3.1%，报22.6港元；禾赛-W(02525)涨3.49%，报 166.1港元。 国泰海通证券发布研报称，本次工信部车辆许可标志着中国自动驾驶正式进入L3时代。华泰证券则表 示，L3准入落地将加速智驾产业链价值重构，26年智驾有望成为AI应用的重要方向，建议关注智能整 车、线控底盘、域控芯片、激光雷达等核心环节的投资机会。 消息面上，12月15日，工信部公布了我国首批L3级有条件自动驾驶车型准入许可，分别为长安、北汽 蓝谷（600733）两款车型；随后，小鹏汽车也宣布在广州市获得L3级自动驾驶道路测试牌照。此外， 理想汽车日前已在北京市获得L3级自动驾驶道路测试牌照，并持续开展了常态化L3级道路测试。 ...

Group 1 - Several autonomous driving concept stocks continued to rise in early trading, with Zhejiang Shibao (01057) up 6.59% at HKD 4.85 [1] - Youjia Innovation (02431) increased by 3.11% to HKD 11.26 [1] - Wenyan Zhixing-W (00800) rose by 3.1% to HKD 22.6 [1] - Hesai-W (02525) saw an increase of 3.49% to HKD 166.1 [1]

Group 1 - The core announcement is the launch of Robotaxi services by WeRide in Dubai through the Uber App, covering popular tourist areas like Umm Suqeim and Jumeirah, with plans for fully autonomous operations by early 2026 [2][3] - The initiative aligns with the UAE's strategic goal of achieving 25% automation in transportation by 2030, marking a significant step in the commercialization of autonomous driving [2][3] - The local operator Tawasul is responsible for fleet management, emphasizing the integration of technology with local operations [2] Group 2 - Dubai's shared mobility market is rapidly growing, with public transport and ride-sharing services projected to reach 153 million trips in 2024, and ride-hailing users increasing by 28% year-on-year [3] - WeRide's CFO stated that the progress in Dubai is attributed to their globally validated autonomous driving technology, with plans to deploy tens of thousands of Robotaxis by 2030 [3] - Uber's global head of autonomous driving highlighted the company's role in accelerating the adoption of autonomous vehicles through its extensive platform [3] Group 3 - The launch in Dubai complements WeRide's existing fully autonomous Robotaxi service in Abu Dhabi, reinforcing the UAE's leading position in the autonomous driving sector [5] - The UAE continues to strengthen its global leadership in autonomous driving through federal licensing and city-level support [5] - The integration of Dubai into WeRide's global operations network is expected to enhance the smart mobility ecosystem in the Middle East [5]

Core Insights - WeRide and Uber have officially launched Robotaxi services in Dubai through the Uber App, supporting Dubai's "2030 goal of 25% automated travel" [1][5] - The Robotaxi service is now available in popular areas such as Umm Suqeim and Jumeirah, enhancing the scale of smart mobility in the Middle East [1][5] Group 1 - WeRide and Uber announced the launch of L4 level fully autonomous Robotaxi commercial operations in Abu Dhabi, marking the first pure autonomous operation in the Middle East [3] - Abu Dhabi is the first city outside the U.S. to offer this service on the Uber platform, receiving the first city-level permit for pure autonomous Robotaxi operations outside the U.S. [3] - The collaboration between WeRide and Uber began in April, involving multiple pilot runs and road tests to ensure a safe transition to practical applications of autonomous driving [3] Group 2 - Dubai's population exceeds 4 million, with a strong demand for transportation, projected to reach 153 million trips in 2024, including a 28% year-on-year growth in shared mobility users [5] - The introduction of Robotaxi services aligns with the increasing travel demands of residents and tourists, providing a crucial boost to Dubai's automation goals [5] - Uber's global head of autonomous driving expressed excitement about the rapid advancement of autonomous driving in the UAE and the Middle East, reaffirming the company's commitment to supporting the region's future mobility vision [5]

Core Viewpoint - Dubai has launched a pilot service for AI-driven Robotaxi in collaboration with Uber and WeRide, marking a significant step towards achieving the goal of 25% autonomous driving by 2030 [1] Group 1: Pilot Service Details - The Robotaxi service is available for booking through the Uber app in Umm Suqeim and Jumeirah, with users able to select "Autonomous" for immediate orders [1] - Currently, the vehicles are equipped with safety drivers, with plans to achieve fully autonomous driving by early 2026 [1] Group 2: Strategic Goals and Expansion - WeRide aims to support rapid expansion in the Middle East with its globally validated autonomous driving technology, targeting the deployment of "tens of thousands" of Robotaxis worldwide by 2030 [1] - Uber's initiative reflects its accelerated focus on autonomous driving and alignment with the UAE's future transportation vision [1] Group 3: Market Context - WeRide currently operates approximately 150 autonomous vehicles in the Middle East, including over 100 Robotaxis [1] - With Dubai's population exceeding 4 million and a projected 28% year-on-year growth in shared mobility demand by 2024, the pilot is seen as a crucial transition towards full autonomy by 2026 [1]

Core Viewpoint - The collaboration between WeRide and Uber, along with the Dubai Roads and Transport Authority (RTA), marks the official launch of Robotaxi services in Dubai through the Uber App [1] Group 1 - WeRide and Uber have partnered to introduce Robotaxi services in Dubai [1] - The service is officially operational as of December 12 [1] - The initiative is supported by the Dubai Roads and Transport Authority (RTA) [1]

Group 1 - WeRide and Uber have launched Robotaxi public operation services in Dubai, covering popular tourist areas like Umm Suqeim and Jumeirah [1] - The service allows passengers to select the "Autonomous" category on the Uber platform to call Robotaxis, with Tawasul managing the fleet operations [1] - The vehicles will initially be equipped with safety personnel to ensure passenger safety and experience, aiming for fully autonomous operations by early 2026 [1] Group 2 - Dubai's population exceeds 4 million, and the city aims for 25% of its transportation to be automated by 2030, with shared mobility services projected to reach 153 million trips in 2024, a 28% increase year-on-year [2] - WeRide's CFO highlighted the company's ambition to deploy thousands of Robotaxis globally by 2030, benefiting from proven autonomous driving technology [2] - The launch of Robotaxi services reinforces the UAE's leadership in autonomous driving and demonstrates the commitment of WeRide and Uber to innovate in this field [2]

Core Insights - WeRide and Uber have launched Robotaxi public operation services in Dubai, marking a significant step in the deployment of autonomous driving technology in the region [1][4] - The service aims to meet the growing demand for shared mobility and ride-hailing, contributing to Dubai's strategic goal of achieving 25% automation in transportation by 2030 [4] Company Developments - WeRide's Robotaxi service is now available through the Uber App, initially covering the popular tourist areas of Umm Suqeim and Jumeirah [1] - The vehicles will be equipped with safety personnel to ensure passenger safety and experience, laying the groundwork for fully autonomous operations by early 2026 [1][4] - WeRide plans to deploy tens of thousands of Robotaxis globally by 2030, leveraging its validated autonomous driving technology [4] Industry Context - Dubai's population exceeds 4 million, and the city is one of the fastest-growing international metropolises in the Middle East [4] - In 2024, the total volume of public transport, shared mobility, and taxi services in Dubai is projected to reach 153 million trips, with shared mobility users increasing by 28% year-on-year [4] - The launch of Robotaxi services reinforces the UAE's leading position in the autonomous driving sector and reflects the commitment of both WeRide and Uber to drive innovation in this field [4]

Core Viewpoint - Company shares of WeRide (0800.HK) surged over 5%, currently priced at HKD 23.96, with a total market capitalization of HKD 24.6 billion, highlighting strong investor interest in its autonomous driving technology and commercial expansion [1] Group 1: Company Developments - WeRide is a leading provider of L4 autonomous driving products and solutions, accelerating the commercialization of its L4 products [1] - On November 20, the company's Robotaxi received a fully autonomous license from the Swiss Federal Roads Office, making it one of the few tech companies to hold autonomous driving licenses in eight countries, including Switzerland, China, UAE, Saudi Arabia, Singapore, France, Belgium, and the USA [1] Group 2: Operational Expansion - As of October 31, WeRide has deployed over 300 Robotaxis in Guangzhou, with each vehicle capable of completing up to 25 trips during a 24-hour operational period [1] - On November 26, the company announced a partnership with Uber to officially launch L4 fully autonomous Robotaxi commercial operations in Abu Dhabi, with plans to scale the Robotaxi fleet to thousands of vehicles in the coming years, aiming for tens of thousands by 2030 [1]