北交所&新兴成长行业周报：特斯拉发布Robotaxi新品“Cybercab”，FSD、人形机器人也迎来最新进展

Group 1 - Tesla launched the new Robotaxi "Cybercab" with advancements in design, production cost, autonomous driving technology, and wireless charging capabilities. The expected price is under $30,000, with transportation costs around $0.2 per mile. The FSD (Full Self-Driving) capability will transition to fully autonomous operation by 2025, with production starting in 2026 and high-volume production by 2027 [4][16][18] - The introduction of the Robovan, a fully autonomous bus capable of carrying up to 20 passengers or cargo, is aimed at the commercial transportation market, with operational costs as low as $0.05 to $0.10 per kilometer [4][18] - The humanoid robot Optimus was showcased, capable of performing various tasks and expected to be priced between $20,000 and $30,000, indicating Tesla's commitment to the humanoid robotics market [4][20] Group 2 - XPeng Motors unveiled the P7+, the first vehicle to fully integrate the AI Tianji system, featuring over 1,000 perception points and 800 cabin functions. The vehicle's design includes a panoramic glass roof, enhancing visibility by 375% [4][22][24] - The AI Tianji system allows for personalized driving experiences and integrates a large language model for user interaction, enhancing the overall smart driving experience [4][24] - The new AI Eagle Eye vision system in the P7+ improves perception distance by 1.25 times, recognition speed by 40%, and overall computational efficiency by 20%, providing a driving experience comparable to laser radar systems [4][26] Group 3 - The A-share market saw significant fluctuations from October 8 to October 11, 2024, with the electronic, non-bank financial, and banking sectors showing minor declines, while social services, media, and real estate sectors experienced larger drops [4][27] - The North Exchange 50 index had a PE TTM of 35.28X, with a trading volume of 1.772 billion shares and a turnover rate of 5.63% as of October 11, 2024 [4][40] - Notable stocks included Tongguan Mining and Airo Software, with significant weekly gains of 731.41% and 53.77%, respectively [4][42]