万马科技：优咔科技高阶网联赋能Robotaxi，无人驾驶加速商业落地

Core Insights - The 2025 Inclusion Bund Conference in Shanghai marked the global debut of Hello Robot1, the first mass-produced Robotaxi model from Hello, alongside the announcement of its Robotaxi strategic plan [1] - The autonomous driving industry is transitioning from concept validation to large-scale commercial operations, with significant developments from companies like Waymo, Tesla, Uber, and local players like LuoBo Kuaipao [2] - Youka Technology, a subsidiary of Wanma Technology, is establishing a comprehensive solution for Robotaxi services, focusing on four core areas: intelligent networking, computing-network integration, data closure, and global operations [3] Industry Developments - The autonomous driving sector is witnessing a surge in demand across logistics, sanitation, and public transport, with companies like Jiushi Intelligent demonstrating significant operational cost reductions and efficiency improvements [2] - Youka Technology has developed advanced technologies in intelligent networking, including 5G dual SIM capabilities, ensuring stable connections for Robotaxi operations [3] - The company has established a global operational capability, supporting eSIM standards and enabling seamless connectivity across nearly 130 countries [3] Technological Advancements - Youka Technology's self-developed "Aoyun" platform integrates NVIDIA H20 computing clusters and DeepSeek models, significantly reducing algorithm iteration cycles to hours [4] - The company leverages 5G private networks and edge computing to provide low-latency network support for Robotaxi services [4] Strategic Collaborations - Youka Technology has formed strategic partnerships with leading autonomous driving companies, including Hello and Zhixingzhe, to enhance the commercial viability of Robotaxi services [5][6] - The collaboration with Hello signifies Youka's entry into the core service area of Robotaxi, validating its technological capabilities and establishing a foundation for future cooperation [5] - The partnership with Zhixingzhe extends the application of "5G + autonomous driving" to broader Robo X scenarios, ensuring high reliability and low latency for their autonomous vehicles [6] Market Positioning - Youka Technology's collaborations are designed to achieve "complementary advantages," linking its technological capabilities with the strengths of partners like Hello and Zhixingzhe [7] - As the smart driving industry enters a phase of large-scale commercialization, the value of vehicle networking as a core infrastructure is becoming increasingly prominent [7] - Youka Technology's strategic positioning in the vehicle networking sector is expected to drive its performance growth and open new avenues for its parent company, Wanma Technology [7]