Di Yi Cai Jing·2025-11-05 12:56Core Insights - Alibaba's Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into Gaode's platform, marking a significant step in the global ecosystem for L4 autonomous driving services [1] - This collaboration represents the first "mobility platform + pre-installed mass-produced Robotaxi" model in the industry, showcasing Gaode's shift towards spatial intelligence and AI capabilities [1][4] Group 1: Spatial Intelligence - Gaode has developed a core technology capability known as spatial intelligence, which involves deep perception, reasoning, and prediction of the physical world's spatiotemporal structure [3] - This technology allows machines to not only "see" roads but also "understand" urban operational patterns, including pedestrian flows and traffic congestion [3] Group 2: Robotaxi Value Proposition - Gaode's spatial intelligence translates into three main values for the Robotaxi sector: optimal global collaboration, super-distance perception through vehicle-to-everything (V2X) communication, and real-world scenario training for autonomous driving systems [4] - Gaode has established deep partnerships with over 40 automotive manufacturers, leveraging more than a decade of joint R&D experience with XPeng Motors [4] Group 3: Aggregation Platform and Global Expansion - Since pioneering the aggregation ride-hailing model in 2017, Gaode has become a leading platform in China, connecting hundreds of specialized mobility service providers and serving over 800 million active users monthly [5] - The aggregation capabilities are now extending to the Robotaxi sector, with major players like WeRide and Pony.ai also joining Gaode's platform, allowing them to focus on core technology development [5] - Gaode's app is now available in over 200 countries and regions, with ride-hailing services launched in more than 50, facilitating the global deployment of China's leading Robotaxi technology [5]