走进佑驾创新：“毛竹”的耐心，一家L2老兵的L4新战事

Core Viewpoint - The article highlights the strategic evolution of MINIEYE, a Shenzhen-based autonomous driving company, as it transitions from L2 assisted driving to L4 autonomous logistics, emphasizing its unique approach and long-term vision in a competitive market [2][6][15]. Group 1: Company Strategy - MINIEYE has adopted a "gradual" development path, focusing on a step-by-step approach from L1 to L4, rather than rushing into the L4 market like many competitors [3][4]. - The company emphasizes "full-stack self-research" as a core capability, controlling all aspects from algorithms to hardware, which allows for efficient technology iteration and cost control [4][8]. - MINIEYE has established partnerships with major automotive manufacturers, securing multiple platform contracts, which has enabled it to scale its production capabilities [5][10]. Group 2: Market Positioning - The launch of the "Xiao Zhu" unmanned logistics vehicle represents MINIEYE's ambition for large-scale commercialization in the L4 sector, aiming to address industry pain points such as safety and cost-effectiveness [6][7]. - The company’s strategy focuses on providing high-quality, cost-effective solutions by utilizing automotive-grade components, which enhances product reliability and longevity [7][8]. - MINIEYE aims to avoid price wars by concentrating on long-term value and sustainable growth, opting for a "base camp" strategy to establish strong operational models in select cities before scaling [11][12]. Group 3: Data and Cost Advantages - MINIEYE benefits from a robust data collection network developed through its passenger vehicle business, allowing for efficient data reuse in L4 development [8][9]. - The company leverages its supply chain advantages, achieving over 30% reduction in BOM costs through component reuse from its passenger vehicle projects [9][10]. - The goal is to achieve a scale of "10,000 units" in the unmanned logistics sector, which is seen as a threshold for sustainable profitability [10]. Group 4: Business Model Innovation - MINIEYE is transitioning from a traditional supplier to an operator, exploring new business models such as service-based offerings, which could lower customer entry barriers and enhance revenue streams [14][15]. - The shift to an "as-a-service" model allows customers to pay for logistics services rather than purchasing vehicles outright, thus changing the value assessment from purchase price to operational efficiency [14][15]. - This strategic pivot reflects a deeper understanding of the market dynamics and a commitment to sustainable growth in the autonomous driving industry [15].