滴滴自驾完成D轮融资,Figure第三代人形机器人发布
SINOLINK SECURITIES·2025-10-12 11:53

Investment Rating - The report indicates a positive investment outlook for the automotive and robotics sectors, highlighting the acceleration of advanced driver assistance systems and humanoid robots as key trends in the industry [3][4]. Core Insights - The automotive sector is witnessing significant advancements with the launch of the Changan Q07 Tian Shu Intelligent Laser Edition, which features cutting-edge driving technologies and aims to set a new benchmark for smart SUVs [1][8]. - Didi Autonomous Driving has secured a 2 billion RMB funding round, bringing its total financing to over 10 billion RMB, which will be directed towards AI core algorithm development and L4 autonomous driving applications [1][11]. - In the robotics sector, the collaboration between Zhiyuan Robotics and Longqi Technology has resulted in a multi-billion RMB order for the Zhiyuan Qiling G2 robot, marking a significant milestone in the industrial application of humanoid robots [2][22]. Summary by Sections 1. Advanced Driver Assistance - Changan Q07 Tian Shu Intelligent Laser Edition was officially launched on October 10, featuring the Horizon Journey 6M chip and Hesai LiDAR, enhancing safety and convenience for users [1][10]. - The vehicle is equipped with a comprehensive sensing network, including 1 LiDAR, 3 millimeter-wave radars, 12 ultrasonic radars, and 11 cameras, significantly improving its perception capabilities [9][10]. - Didi Autonomous Driving announced a 2 billion RMB financing round on October 11, aimed at advancing L4 autonomous driving technology and scaling operations [1][11]. 2. Robotics - The robotics industry is experiencing rapid growth, with significant partnerships and product launches, including the Zhiyuan Robotics and Longqi Technology collaboration for the G2 robot, which is one of the largest orders in the field [2][22]. - Figure AI launched its third-generation humanoid robot, Figure 03, which features improved mobility and advanced capabilities for household tasks, marking a step forward in consumer robotics [2][28][30]. - The report highlights the increasing integration of robotics in various sectors, with significant investments and technological advancements driving the industry's growth [2][12][15].