智通财经APP获悉，谷歌(GOOGL.US)旗下的Waymo和丰田汽车(TM.US)周二宣布达成初步合作，双方 将共同探索将自动驾驶出租车技术应用于私人汽车领域的可能性。 双方在联合声明中表示："两家公司将共同探索如何利用Waymo的自动驾驶技术以及丰田在汽车制造方 面的专业知识，来提升下一代私人车辆的性能。"两家公司还透露将探讨扩大合作范围的可能性，丰田 旗下自动驾驶技术子公司Woven by Toyota有望参与此次合作。 两家公司表示，希望通过此次合作，能够更迅速地为私人车辆开发驾驶辅助和自动驾驶技术。丰田是全 球销量最大的汽车制造商。 Waymo联合首席执行官Tekedra Mawakana表示，这一战略合作还有可能促使这家谷歌旗下的公司将丰田 汽车纳入其网约车车队。 与丰田的合作是Waymo在汽车领域的最新合作项目。 此前，这家自动驾驶公司曾与多家汽车制造商有过合作，其中包括捷豹路虎、Stellantis(STLA.US)的前 身菲亚特克莱斯勒、戴姆勒卡车公司、梅赛德斯 - 奔驰的母公司戴姆勒、现代汽车以及中国的吉利汽车 (00175)。在这些合作中，许多都宣称是长期合作关系，最终大多促成汽车制造商 ...

Core Insights - Waymo and Toyota have signed a preliminary agreement to explore the development of an autonomous vehicle platform aimed at ride-hailing services and integrating self-driving technology into consumer vehicles [1][2][3] Group 1: Partnership Goals - The collaboration aims to combine Waymo's technology with Toyota's automotive expertise to create a new autonomous vehicle platform for a robotaxi service [3] - The partnership also seeks to incorporate Waymo's self-driving technology into future Toyota consumer vehicles [3] Group 2: Company Statements - Toyota's executive, Hiroki Nakajima, emphasized the company's commitment to zero traffic accidents and a shared vision with Waymo for advancing safety through automated driving technology [4] Group 3: Market Context - The announcement follows Alphabet CEO Sundar Pichai's comments regarding Waymo's interest in personally owned autonomous vehicles, marking a significant public acknowledgment of this direction [5] - Waymo has transitioned from a research phase to commercial operations, currently offering robotaxi services in multiple cities including San Francisco, Los Angeles, and Phoenix [6] Group 4: Operational Changes - Recently, Waymo has begun partnering with other companies for operational aspects, such as hiring Moove for fleet management in Phoenix and collaborating with Uber for robotaxi operations in Austin and Atlanta [7]

Core Insights - Waymo and Toyota have announced a preliminary partnership to explore the integration of robotaxi technology into personally-owned vehicles, leveraging Waymo's autonomous technology and Toyota's vehicle expertise [1][2] - The partnership aims to accelerate the development of driver assistance and autonomous vehicle technologies for personal vehicles, with potential incorporation of Toyota vehicles into Waymo's ride-hailing fleet [2] - Waymo has previously collaborated with various automakers, including Jaguar Land Rover, Stellantis, Daimler, and Hyundai, primarily focusing on modified vehicles for testing and fleet use [3] Company Developments - Waymo is currently providing 250,000 paid rides per week, an increase from 200,000 in February, following expansions in Austin and the San Francisco Bay Area [5] - Alphabet CEO Sundar Pichai indicated that Waymo has not fully defined its long-term business model, suggesting future options for personal vehicle ownership equipped with Waymo's technology [4] - The partnership with Toyota is part of a broader trend in the industry, as other companies, including GM, shift focus from robotaxi services to developing autonomous systems for personal vehicles [6] Competitive Landscape - Tesla, while once a leader in self-driving technology, has not yet produced fully autonomous vehicles that can operate without human oversight [7] - Elon Musk has criticized Waymo's robotaxis as being too expensive for mass production, while promising that Tesla will offer fully autonomous rides using Model Y vehicles in the near future [7]

丰田汽车和谷歌旗下自动驾驶公司Waymo宣布建立战略合作伙伴关系，共同开发无人驾驶汽车平台。 ...

丰田汽车和谷歌旗下自动驾驶公司Waymo介绍战略合作伙伴关系。两家公司将共同开发无人驾驶汽车 平台。 ...

Core Insights - Rehlko and Toyota Motor North America have signed a supplier agreement for hydrogen-powered fuel cell modules to be used in Rehlko's stationary power generator products [1][2] - The collaboration aims to provide cleaner, reliable, and sustainable energy solutions, particularly for mission-critical infrastructure [2][4] Company Overview - Rehlko specializes in energy resilience and offers a range of power systems, including hydrogen fuel cells, to ensure reliability for mission-critical applications [6] - Toyota has over 30 years of experience in hydrogen fuel cell technology, having developed the Toyota Mirai and scaled the technology for various applications [5][10] Product Development - The initial collaboration involved a 100kW hydrogen fuel cell power generation system for Klickitat Valley Health, which has led to the development of a commercialized 1MW system [4] - The 1MW fuel cell generator is designed to meet resilience goals by producing zero local emissions while maintaining reliability [4] Market Trends - There is a growing interest in alternative fuels like hydrogen for stationary applications, driven by the demand for zero-emission solutions [2][3] - The fuel cell-based systems can power facilities such as data centers and warehouses, providing protection against adverse weather and grid overload [3]

Group 1 - In 2024, Shanghai's actual foreign investment is expected to exceed $17.6 billion, with over 1,000 regional headquarters of multinational companies and 30 new foreign R&D centers established [1] - Multinational companies are shifting from merely "manufacturing in China" to embedding "Chinese solutions" into global innovation chains, positioning Shanghai as a global innovation hub [1] - Bayer's Nivea has established a significant R&D center in Shanghai, designed for seamless transitions between theoretical work and experimental validation, emphasizing local market innovation [2][3] Group 2 - Toyota is increasing its investment in China by establishing a comprehensive electric vehicle company in Shanghai, marking a significant step for its Lexus electric vehicle project [2][3] - Toyota is restructuring its R&D operations in China to enhance local decision-making and innovation, integrating various R&D centers into a unified system [3][4] - The company aims to develop products that meet Chinese consumer needs by employing local talent and methodologies [4] Group 3 - Shanghai has recently certified 30 regional headquarters and 10 foreign R&D centers, with a focus on key industries such as electronic information, biomedicine, and new energy [5] - BD Medical has launched a distribution and R&D center in Shanghai, expected to achieve an annual import-export total of 2 billion yuan [5] - BASF is investing 500 million yuan to expand its Cellasto factory in Shanghai, which will enhance its production capacity by nearly 70% by 2027 [5] Group 4 - Carl Zeiss is establishing a new headquarters in Shanghai's free trade zone, integrating R&D, manufacturing, and exhibition functions, with an investment exceeding 600 million yuan [5] - Covestro is expanding its presence in China, collaborating with GAC Group to develop high-performance materials for flying cars, with a significant investment planned [6] - Shanghai aims to attract international companies to enhance R&D innovation and meet local market demands while optimizing their overseas business strategies [6]

Core Viewpoint - Toyota is shifting its strategy in China from being a "conservative" player to embracing "structured transformation," focusing on deep localization to redefine survival rules for multinational car companies in the Chinese market [1][4]. Group 1: Localization Strategy - Toyota has upgraded China from being its "largest market" to a "global innovation hub," emphasizing a philosophy that the best globalization is achieved through deep localization [1][5]. - The appointment of Li Hui as the first Chinese general manager of Toyota China marks a significant shift of strategic decision-making power from Tokyo to local teams [4]. - The establishment of the ONE R&D system integrates research centers from various partners to enhance the efficiency of electric vehicle technology development [4]. Group 2: Research and Development - Toyota has implemented a new system where the Regional Chief Engineer in China leads the entire process from user research to sales strategy, fundamentally reshaping product definition logic [1][4]. - The launch of multiple BEV products led by Chinese chief engineers at the Shanghai Auto Show demonstrates the success of this localized R&D approach [4]. Group 3: Safety and Technology - In the context of the smart driving market, Toyota emphasizes that the core of intelligent driving technology should be "assistance rather than replacement," focusing on reliability through real-world data [2]. - Toyota's commitment to safety is reflected in its significant investments in safety technologies, ensuring that cost considerations do not compromise safety standards [3]. Group 4: Future Outlook - The vision for future Toyota vehicles includes more models developed by Chinese engineers, offering customized products and services tailored to local consumers [5]. - This deep localization and innovation strategy, termed the "temperature revolution," aims to provide a model for global automotive industry transformation [5].

撰 文 / 周 洲 设 计 / 张 萌 2025上海车展，是公平和正常的一届车展。让流量的归流量，汽车的归汽车，业界的目光再次 聚焦到汽车本身。 两年前的2023上海车展，是三年大疫解封之后国内第一次召开A级车展，也是全球第一个A级车 展。 那一届车展是"含油量"最低的一届车展，首发的燃油车有58款，新能源汽车有76款。这也是新能源 汽车首次在A级车展上，数量超过燃油车。 各国同台竞技。中国的新能源汽车在疫情期间经历了几轮浮沉迭代，电动化已经领先，智能化作为 竞争新滩头势起，而合资和传统主机厂才刚刚下定决心All in新能源，亮出各自的概念车。 合资企业被中国的新能源速度震惊了。 回忆起两年前在上海车展，日产中国管理委员会主席、东风汽车有限公司总裁马智欣说："我知道 中国速度比其他国家快，但没想到那么快，超乎我们想象。" 马自达展出了稳健中带少许激进的EZ-60，本田的S7降了6万元。 汽车商业评论观察到，严谨稳进的日系车企，开始采用中国团队设计研发、使用中国的平台架构， 选择中国第一梯队的组合辅助驾驶和智能座舱供应商，配上"沙发彩电大冰箱"，让渡一定的品牌溢 价，制定符合国情的价格……合资学会了新势力的一切 ...

（注：头图为奥迪本次上海车展展出的经典老车，1983奥迪Sport Quattro） 在自主这几年不间断的市场攻势下，合资车企早已告别了"未来"。 出品丨虎嗅汽车组 作者丨李赓 头图丨视觉中国 早在去年4月的财报投资人沟通会上，比亚迪董事长王传福就明确指出：中国车企新能源产品加速投放将会蚕食合资品牌市场，未来3-5年，合资品牌 份额将从40%降到10%。 从实际数据的维度看，王传福的预测可谓精准。根据乘联会数据，2025年第一季度，自主车企在中国乘用车市场的份额占比，已经上涨到了62.9%的历 史新高，而合资和独资的市场份额只剩下了37.1%，较2022年底的52.7%下降了近三成。 就这，还是合资车企"节节抵抗"之后交出的成绩。从去年年底开始，越来越多的合资车企也深度参与到"价格战"中来，降价的车型数量越来越多、降 价的幅度越来越大。除了直接的产品降价，合资车企还开始争相推出"一口价"，让经销商以厂商要求的固定售价来销售车辆 （过往合资车企的车型只 有官方指导价，实际售价如何由经销商根据自身情况定价） 。 在价格和销售方式这些"补救措施"效果十分有限的前提下，合资车企在2025年初终于开始转向"最后的机会" ...