Tesla(US:TSLA) Xuan Gu Bao·2025-07-11 00:03Group 1 - Musk announced the release of AI model Grok 4 and its upcoming integration into Tesla vehicles, with plans to expand Robotaxi services in Austin and potentially in Arizona [1] - According to China Merchants Securities, the business model of Robotaxi differs fundamentally from Tesla's traditional car sales and FSD software subscription, with projected profitability of Robotaxi expected to reach $17.3 billion if the fleet size reaches 200,000 vehicles [1] - The year 2025 is anticipated to be a pivotal year for Robotaxi production, with multiple catalysts expected to drive the global Robotaxi industry, including accelerated commercialization, increased profitability per vehicle, and expanded operational range [1] Group 2 - Beiqi Blue Valley is collaborating with Xiaoma Zhijun to integrate the seventh-generation L4 autonomous driving system into the Arcfox αT5 model for the development of fully autonomous Robotaxi vehicles [2] - Wanma Technology is entering the Robotaxi infrastructure sector, focusing on network coverage and data platform capabilities, with partnerships primarily in the connected vehicle domain [2]