广东智驾大航海：规模化落地，全链条布局

Core Insights - Chinese autonomous driving companies, including WeRide, Pony.ai, and RoboTaxi, are collectively expanding into global markets, particularly in the Middle East, Southeast Asia, and Europe, showcasing a unique "Chinese path" in the global autonomous driving race [1] Group 1: Company Developments - WeRide's autonomous minibus, Robobus, has officially launched in Leuven, Belgium, marking the company's entry into its eleventh global market [1] - The project is set to begin public road testing in mid-September 2023, with plans for trial operations starting in November 2023, making it Belgium's first commercial deployment of autonomous vehicles in complex traffic environments [2] - WeRide has deployed over 1,300 L4 autonomous vehicles across dozens of cities globally, indicating significant operational scale [3] Group 2: Technological Advancements - WeRide has introduced the WePilot 3.0, an end-to-end assisted driving solution developed in collaboration with Bosch, which is expected to achieve mass production by 2025 [2][3] - The WePilot 3.0 technology offers three key advantages: scalable computing power, adaptable multi-sensor configurations, and rapid iteration capabilities [3] Group 3: Market Expansion Rationale - The expansion into European and Middle Eastern markets is driven by challenges such as aging populations and labor shortages, alongside a demand for greener public transport solutions [4] - Success in these complex markets could provide significant credibility and facilitate entry into other international markets for Chinese companies [4]