华为发布L3商用方案后，嬴彻、智加们的日子还好不好过？

Core Viewpoint - The entry of major players like Huawei has intensified competition in the dull trunk logistics autonomous heavy truck industry [1] Group 1: Company Developments - Manbang Group is increasing its management control over autonomous driving company Zhijia Technology, which is expected to remain in a net loss state throughout 2024, prompting further investment from Manbang [2] - Zhijia Technology, established in 2016, completed the industry's first fully unmanned driving operation test from warehouse to warehouse by the end of 2024 [2] - Zhijia Technology received the first operational license for autonomous freight vehicles in China in November 2018 and completed a global first demonstration operation on the S17 smart highway by the end of 2023 [2] Group 2: Market Challenges - The trunk logistics sector has faced significant challenges, with companies like TuSimple and Qianhua Technology encountering failures, leading to a shift in focus for some firms [5] - The "1+N" convoy model in trunk logistics requires a stable cargo supply system to reduce empty load rates and logistics costs, highlighting operational inefficiencies [5] Group 3: Future Prospects - Yingche Technology is reportedly considering an IPO in 2025, with significant backing from major investors and clients, which could position it as a leading autonomous driving technology company in the U.S. market [6] - NineSight, another player in the autonomous logistics space, is preparing for a Hong Kong IPO with an estimated valuation of $1.5 billion, showcasing a profitable business model [7] Group 4: Competitive Landscape - The entry of Huawei with its L3 commercial solution for highways poses a significant threat to existing autonomous driving companies in trunk logistics, as it directly addresses the high-speed scenario [10] - Companies like Manbang and Didi are adopting a defensive strategy in the face of potential full automation in freight logistics, emphasizing the need for strategic reserves to manage supply and demand dynamics [9]