信息服务行业跟踪报告：“车路云”产业观察（2）：-上海发放首批无驾驶人载客牌照，萝卜快跑覆盖武汉全市，智能驾驶和车路云协同发展恰逢其时

Investment Rating - The report suggests a positive outlook on the autonomous driving and vehicle-road-cloud industries, indicating that the commercialization of driverless vehicles is becoming a reality in Shanghai and Wuhan [2][4]. Core Insights - Shanghai has issued the first batch of driverless passenger licenses, allowing companies like Baidu and AutoX to operate driverless vehicles for public use, marking a significant step towards the commercialization of autonomous driving [1][4]. - The development of autonomous driving technology is being accelerated in Shanghai, with policies aimed at expanding open test roads and facilitating the integration of autonomous vehicles into urban environments [1][4]. - Baidu's "Apollo Go" service has seen substantial growth in Wuhan, completing over 600,000 orders and achieving a 25% year-on-year increase in ride services in the first quarter of 2023 [2][4]. Summary by Sections Shanghai's Driverless Passenger Licenses - The first batch of driverless passenger licenses was issued during the 2024 World AI Conference, allowing for free public rides in designated areas [1][4]. - The licenses are valid from July 4, 2024, to January 4, 2025, and require vehicles to complete at least 5,000 kilometers of demonstration applications before commercial operation [1][4]. Development of Autonomous Driving in Shanghai - Shanghai has opened 1,003 test roads, totaling over 2,000 kilometers, to facilitate the testing and development of autonomous driving technology [1][4]. - The city aims to gradually open expressways for autonomous driving, laying the groundwork for broader integration into urban transport systems [1][4]. Baidu's "Apollo Go" in Wuhan - "Apollo Go" has successfully navigated complex road scenarios in Wuhan, achieving full coverage of the city and providing over 600,000 rides as of April 2023 [2][4]. - The service has demonstrated significant growth, with a reported 82.6 million rides in the first quarter of 2023, reflecting a 25% increase year-on-year [2][4]. Investment Recommendations - The report highlights the importance of the vehicle-road-cloud solution to address challenges faced by single-vehicle intelligence in complex road conditions [2][4]. - Companies to watch in the vehicle-road-cloud space include Wanji Technology, Tongxingbao, and Genvict Technologies, while key players in autonomous driving include Thunder Software Technology and Huizhou Desay SV Automotive [2][4].