news flash·2025-07-30 00:17Core Insights - The 2025 WAIC conference in Shanghai marks a significant milestone for the Robotaxi industry, transitioning from "demonstration" to "commercialization" [1] Policy Developments - On July 26, Shanghai released the "Shanghai High-Level Autonomous Driving Leading Area 'Mosu Zhixing' Action Plan," which outlines the mass production timeline and scaling goals for L4 autonomous driving [1] - By 2025, the entire Pudong area will be opened up, providing a globally leading complex application scenario for large cities [1] Commercialization Efforts - Shanghai has issued its first "demonstration operation" license, allowing for commercial trial operations, which will accelerate the establishment of a commercial closed loop for L4 companies [1] Investment Opportunities - There is a recommendation to focus on core technology solution providers, scene application integrators, and high-growth hardware suppliers [1]