百度旗下无人出租车平台"萝卜快跑"正在与澳大利亚和东南亚政府洽谈，探索进入当地市场。 在海外市场拓展方面，百度与美国网约车平台Lyft达成协议，预计2026年进入英国和德国。欧洲监管机 构关注的数据存储问题，百度承诺本地存储，并已在瑞士设立公司和招聘团队。 百度自2013年以来在自动驾驶领域已投入数十亿美元，目前全球部署车辆超过1000辆。今年6月，欧洲 央行行长拉加德访问百度北京园区，并亲自试乘了萝卜快跑无人出租车。（国际财闻汇） 据彭博社报道，本周，萝卜快跑在迪拜获得50张自动驾驶试点牌照，使其在阿联酋的车队规模翻倍至约 100辆。公司表示，这一进展将推动其进一步扩大海外部署。 百度表示，在中国多个城市，每辆车已能实现盈利，武汉之外的地区也已收支平衡。但作为整体业务， 萝卜快跑距离全面盈利仍有时间。 ...

格隆汇9月26日｜百度旗下自动驾驶出租车业务萝卜快跑计划进军澳大利亚及东南亚等新市场。百度智 能驾驶国际化业务总经理牛昊天接受彭博电视访问时表示，萝卜快跑目前正与中东和欧洲多个地方政府 沟通，此外，正与东南亚和澳大利亚政府洽谈。牛昊天续称，萝卜快跑在中国业务的经济性持续改善， 为自动驾驶出租车的大规模部署提供商业依据。随着运营规模扩大并实现取消人类驾驶员，除车队规模 最大的武汉外，部分运营城市已实现按单车口径的收支平衡。 ...

格隆汇9月26日｜据明报，百度萝卜快跑已向香港当局申请在启德及九龙湾一带测试自动驾驶车辆，途 经启德邮轮码头附近青年驿站、AIRSIDE、九龙湾MegaBox对出零碳天地一带。预期下周一及周二将咨 询观塘及九龙城区议会，若获审批最快年底可开始测试。 ...

9月24—25日，萝卜快跑重磅亮相第四届迪拜世界自动驾驶交通大会。本次大会由迪拜道路与运输 管理局(以下简称RTA)主办，以"重新定义出行"为主题，汇聚全球行业领袖。作为唯一发表主题演讲的 中国企业，萝卜快跑还成为此次大会唯一获准在开放道路提供Robotaxi试乘的公司，领先的技术实力与 卓越的座舱体验获得了与会嘉宾的高度赞誉。 作为首家获得迪拜自动驾驶测试许可的企业，萝卜快跑携001号测试牌照亮相大会展台，吸引了众 多嘉宾的驻足。001号牌照不仅象征着迪拜官方的高度认可，也标志着萝卜快跑按下全球化落地的"快进 键"。 作为萝卜快跑的海外首站，迪拜项目的成功落地充分结合了当地实际。面对迪拜密集环岛、高速并 道等复杂路况，萝卜快跑表现出类人化的流畅驾驶能力，并以耐高温、抗沙尘的硬核技术突破了中东极 端气候考验，为当地"量身定制"自动驾驶出行解决方案。 百度智能驾驶事业群组欧洲及中东地区总经理张亮在演讲中表示，在迪拜超前的未来城市规划和开 放的政策环境下，萝卜快跑将凭借十余年的技术积累，依托全球领先的"无人驾驶+大模型"技术底座， 助力迪拜实现2030年25%出行由自动驾驶完成的战略目标。 基于3月与RTA签署的 ...

凤凰网科技讯 北京时间9月26日，据彭博社报道，百度公司不断扩大的自动驾驶出租车车队已在中国多 个城市实现运营盈利目标，正在探索进军澳大利亚等新市场。 百度智能驾驶国际化业务总经理牛昊天(Halton Niu)在接受彭博电视采访时称，百度智能驾驶事业群旗 下萝卜快跑正在与澳大利亚和东南亚部分地区的政府进行谈判，探讨将自动驾驶车辆引入这些市场的可 能性。 "对于中东和欧洲市场，我们正在与不同的地方政府进行洽谈。截至目前，我们只在那里的几个城市进 行了部署，"牛昊天表示，"除此之外，我们也在与东南亚和澳大利亚的政府进行沟通。" 牛昊天表示，萝卜快跑中国业务运营效益的改善，为大规模部署自动驾驶出租车提供了商业依据。随着 运营规模扩大及无人驾驶技术的实现，萝卜快跑已在多个运营城市实现单车层面盈亏平衡，而不仅限于 拥有最大车队的武汉。 "目前每一辆车都可以盈利。在中国大陆的多个城市，每一辆单车都能实现盈利。" 牛昊天称。但他补 充道，萝卜快跑实现整个业务部门层面的盈利仍需时日。(作者/箫雨) ...

Core Insights - Voice recognition technology is reshaping interactions with devices and networks, becoming a core driver of future technological development [1][11] - The Chinese voice recognition market is projected to grow from 6 billion yuan in 2018 to 22.4 billion yuan in 2024, with a compound annual growth rate (CAGR) of 24.55% [1][12] - The global voice recognition market is expected to increase from 7.639 billion USD in 2019 to 11.057 billion USD in 2024, with a CAGR of 7.68% [11] Industry Overview - Voice recognition involves converting speech signals into text and is an interdisciplinary field closely related to acoustics, linguistics, and artificial intelligence [3][4] - The technology has evolved through four stages: emergence (1950-1980), initiation (1980-1990), industrialization (1990-2010), and application (2010-present) [6][7] Market Dynamics - The voice recognition industry is supported by advancements in deep learning, natural language processing, and machine learning, leading to improved accuracy and efficiency [1][11] - The proliferation of smart devices has expanded the application scenarios for voice recognition, making it a vital component of human-computer interaction [1][11] Competitive Landscape - Major players in the global voice recognition market include Nuance Communications, IBM, Apple, Microsoft, Google, and Amazon, while key domestic companies in China include iFlytek, Baidu, Alibaba, and Tencent [12][14] - The competitive landscape in China is characterized by a concentration of leading firms, with iFlytek at the forefront, followed by Baidu and Alibaba [14] Application Areas - Voice recognition technology is widely applied in various sectors, including smart homes, healthcare, education, and customer service, enhancing user experience and operational efficiency [8][10] - The smart home market in China is projected to grow from 325.47 billion yuan in 2017 to 876.74 billion yuan in 2024, with a CAGR of 15.21%, providing further opportunities for voice recognition [10] Future Trends - The industry is expected to focus on multi-language support, multi-modal integration, and deeper fusion with natural language processing and emotional computing [22][24][25] - Continuous advancements in technology will likely enhance the accuracy, response speed, and application scenarios of voice recognition systems [11][22]

Core Insights - The Hainan Free Trade Port is attracting numerous domestic and international companies, particularly in the biopharmaceutical sector, which is identified as a strategic emerging industry for the province [1][2] - The "Lecang Research and Application - Haikou Production" model is supported by the Free Trade Port, allowing for the import of unlisted drugs and medical devices, facilitating real-world data usage for domestic registration and approval [2] Biopharmaceutical Industry - The Haikou National High-tech Zone's biopharmaceutical industry cluster is projected to achieve a production value of 21.41 billion yuan in 2024, accounting for 82.9% of Haikou's pharmaceutical output and 79.9% of Hainan's total pharmaceutical output [1] - As of September 2025, the Donghu High-tech Haikou Biomedicine City has registered 155 enterprises, including 1 Fortune 500 company and 3 foreign-funded enterprises, with a focus on digital healthcare, biopharmaceuticals, and medical devices [2] Policy Advantages - The Haikou National High-tech Zone offers various incentives such as R&D rewards and production subsidies, while the Free Trade Port provides zero tariffs and low tax rates on 356 imported goods [2] - Biopharmaceutical companies benefit from a reduced corporate income tax rate of 15%, and high-end talent is subject to a maximum personal income tax rate of 15% [2] Ecological Software Park Development - The Chengmai Hainan Ecological Software Park has evolved into a core carrier of Hainan's digital economy, with annual revenue exceeding 200 billion yuan, up from around 1 billion yuan 15 years ago [7] - The park aims to have over 15,000 resident enterprises by 2025, including major companies like Tencent and Baidu, and plans to achieve a revenue scale of 200 billion yuan by 2024 [7][8] Future Goals - By 2027, the park aims for the digital economy's core industry revenue to exceed 25% of total revenue, with 200 high-tech enterprises and 30 specialized and innovative enterprises [8] - The park is implementing a "3+2+1" digital economy innovation project to support the development of new growth drivers for the Hainan Free Trade Port [11]

Group 1: Hainan Free Trade Port Development - Hainan Free Trade Port is attracting numerous domestic and international companies to develop in the region, particularly in the aviation and biopharmaceutical sectors [1] - The biopharmaceutical industry is recognized as a strategic emerging industry in Hainan, with the Haikou National High-tech Zone's biopharmaceutical cluster expected to achieve a production value of 21.41 billion yuan in 2024, accounting for 82.9% of Haikou's pharmaceutical output and 79.9% of Hainan's total [2][3] Group 2: Incentives and Policies - The Haikou National High-tech Zone offers various incentives such as R&D rewards and production subsidies, while the Free Trade Port provides zero tariffs and low tax rates on 356 imported goods [2][3] - Biopharmaceutical companies benefit from a reduced corporate income tax rate of 15%, and high-end talent is subject to a maximum personal income tax rate of 15% [2] Group 3: Innovative Business Models - The "Lecheng Research and Application - Haikou Production" model allows for the import of unlisted drugs and medical devices, with financial rewards for international drugs and medical devices produced in Hainan [3] - The establishment of foreign investment projects, such as the first foreign stem cell project by Baiwei Gene Biotechnology, highlights the appeal of Hainan's policies and its role as a hub for overseas markets [3] Group 4: Digital Economy Growth - The Hainan Ecological Software Park has evolved into a core carrier of the digital economy, with annual revenue exceeding 200 billion yuan, up from just over 1 billion yuan 15 years ago [5][6] - The park aims to have over 15,000 resident companies by 2025, including major firms like Tencent and Baidu, and plans to achieve a revenue share of over 25% from the digital economy core industries by 2027 [6][7] Group 5: Sustainable Development Initiatives - The park incorporates green and low-carbon principles in its construction and operation, featuring rainwater recycling systems and solar-powered amenities [4][3] - The use of transparent photovoltaic glass and solar energy for lighting demonstrates the commitment to sustainable practices within the park [4]

特约评论员 丨 陈白 编辑丨洪晓文 合，试图将AI能力赋能给电商、物流、金融等核心业务，构建一个庞大的"AI+"商业生态。百 度作为以搜索技术为核心的公司，在信息检索、内容生成等场景有先天优势，其在自动驾驶 等前沿领域的长期投入也为AI落地提供了多元化的路径。这种将AI技术与自身庞大应用场景 和海量数据相结合的能力，是中国科技公司特有的优势。 凯茜·伍德的投资哲学一向聚焦于"颠覆性创新"，她此刻的选择，可以被解读为她认为中概股 的"颠覆性"正在从商业模式创新转向更底层的硬核科技创新，而当前的市场价格尚未充分反 映这一转变。 除了AI带来的新叙事之外，估值本身的吸引力也不容忽视。即便在经历了一轮反弹之后，与 美国同类科技公司相比，许多中概股的市盈率、市销率等关键估值指标依然处于历史低位。 换言之，以相对低廉的价格，便有机会投资于全球第二大经济体中，在人工智能这一确定性 赛道上占据领先地位的企业，这对于追求高成长性的基金而言，无疑具有强大的吸引力。 当然，我们不能将ARK基金的个别操作简单等同于整体外资的全面转向。资本的流动是复杂 且多维的，中美之间的科技竞争与摩擦并未消失，这使得供应链安全、技术出口管制等问题 ...

Core Viewpoint - The AI video generation industry has seen a significant advancement with Baidu's Steam Engine 2.0, which introduces the capability to generate long videos without time limitations, enhancing creative flexibility and efficiency [2][3][37]. Group 1: Technological Advancements - Baidu's Steam Engine 2.0 has upgraded its capabilities to generate long videos, breaking the previous 5-second and 10-second limitations, allowing for the creation of videos of any length [3][4]. - The introduction of interactive demand expression allows creators to update prompts in real-time during video generation, enhancing the creative process [3][4]. - Unlike traditional methods that require complex operations and often result in a lack of coherence, Baidu's approach utilizes streaming generation technology, enabling users to generate videos with just one image and a prompt [4][6]. Group 2: Commercial Applications - The advancements in long video generation technology provide new tools and commercial value for content creators, allowing for high-quality video production in a shorter time frame and at a lower cost [6][19]. - The Steam Engine 2.0 can produce videos that maintain high visual quality and detail, making it suitable for various industries, including advertising and film [6][19][33]. Group 3: Challenges and Solutions - The AI video generation industry faces challenges such as long context memory retention and high computational costs associated with generating longer videos [22][25]. - Baidu's solution involves introducing long-term consistency modeling and dynamic buffer management to address these challenges, allowing for real-time adjustments during video generation [26][27][32]. - The use of historical reference frames and noise management techniques enhances the continuity and quality of generated videos, mitigating issues related to memory and visual consistency [28][30][32]. Group 4: Market Impact - The release of Baidu's Steam Engine 2.0 is expected to reshape the interaction between humans and media, moving from passive consumption to collaborative creation, potentially leading to new artistic forms and business models [22][37]. - The technology's ability to produce high-quality, coherent long videos positions it as a significant player in the AI video generation market, catering to both professional and amateur creators [33][37].